Nonprofit · EIN 34-6506873
BENJAMIN ROSE TR
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,234,843 | $2,718,411 | -$483,568 | $42,620,961 | $0 | $42,620,961 |
| December 31, 2023 | 990 | $1,610,381 | $2,713,934 | -$1,103,553 | $42,883,149 | $0 | $42,883,149 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,973,339
- Net gain from sales of assets
- $811,996
- Other revenue
- $261,504
Expenses
- Grants and similar amounts paid
- $2,362,626
- Compensation of officers, directors and key employees
- $252,145
- Salaries, compensation and benefits (total)
- $252,145
- Professional fundraising fees
- $0
- Program services (functional)
- $2,463,684
- Management and general (functional)
- $254,727
Balance sheet and other
- Total assets, start of year
- $42,883,149
- Total assets, end of year
- $42,620,961
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,620,961
- Publicly traded securities
- $42,438,557
- Gross unrelated business income
- $19,109
- Gross receipts
- $8,086,268
- Employees
- 0
- Year formed
- 2008
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE Institutional trustee | – | $252,146 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE Institutional trustee | – | $231,519 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % BNY MELLON NA FID
- Signed the 990
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (412) 234-0023
- Return prepared by
- PWC US TAX LLP
Mission
THE GRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED JULY 25, 1933. THE TRUSTEE MAKES DISTRIBUTIONS TO THE BENJAMIN ROSE INSTITUTE FOR THE CONTINUING FINANCIAL SUPPORT IN ITS PURPOSE TO PROVIDE RELIEF AND ASSISTANCE TO NEEDY ELDERLY PERSONS. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENJAMIN ROSE INSTITUTE HAS CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. THE TRUSTEE MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF THE BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THAT THE BENJAMIN ROSE INSTITUTE HAS AUTHORITY TO DIRECT AND APPROVE INVESTMENTS, THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO ENSURE THE CONTINUATION TO QUALIFY AS A 501(C)(3) ORGANIZATION.
Program accomplishments
- THE DISTRIBUTIONS MADE TO THE BENJAMIN ROSE INSTITUTE ARE FOR THE PURPOSE OF ADVANCING THE HEALTH, INDEPENDENCE, AND DIGNITY OF ELDERLY ADULTS BY RAISING THE STANDARDS FOR QUALITY OF CARE.Expenses $2,362,626 · grants $2,362,626
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6506873
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $42,620,961
- Income (IRS master file)
- $8,086,268
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,234,843 | $2,718,411 | $42,620,961 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,610,381 | $2,713,934 | $42,883,149 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,211,299 | $3,000,448 | $43,887,761 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-6506873).
Questions about BENJAMIN ROSE TR
- What is the EIN of BENJAMIN ROSE TR?
- The employer identification number (EIN) of BENJAMIN ROSE TR is 34-6506873.
- Is BENJAMIN ROSE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to BENJAMIN ROSE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BENJAMIN ROSE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENJAMIN ROSE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENJAMIN ROSE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of BENJAMIN ROSE TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $252,146 (BNY MELLON N A, TRUSTEE).
- How much revenue does BENJAMIN ROSE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,234,843, expenses of $2,718,411 and total assets of $42,620,961 at year end.
Other nonprofits in PITTSBURGH
- CAHOUET FOUNDATION EIN 30-6192502 · last filed 990-PF for 2024
- THE PITTSBURGH FOUNDATION EIN 25-0965466 · last filed 990 for 2024
- DIETRICH FOUNDATION EIN 36-4711746 · last filed 990 for 2024
- THE HEINZ ENDOWMENTS EIN 25-1721100 · last filed 990-PF for 2024
- J E BARBEY 8 TENACRE FOUNDATION EIN 23-6205505 · last filed 990-PF for 2024
- JEWISH FEDERATION OF GREATER PITTSBURGH EIN 25-1017602 · last filed 990 for 2025
- THEODORE W AND BETTY J ECKELS FOUNDATION EIN 45-2941744 · last filed 990-PF for 2025
- COLCOM FOUNDATION EIN 31-1479839 · last filed 990-PF for 2025
All nonprofits in PITTSBURGH · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations