Civic Intelligence

Benjamin Rose Trust Tw

990 • Fiscal year 2020 • EIN 34-6506873

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileN/A
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-0023

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$221,789

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets3rd percentile

Assets

$45,553,098

No earlier filing loaded for comparison.

Net Assets

$45,553,098

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin95th percentile

Revenue

$8,158,109

No earlier filing loaded for comparison.

Expenses

$2,578,254

No earlier filing loaded for comparison.

Net Income

$5,579,855

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2020: $45,553,098Liabilities 2020: $0Net Assets 2020: $45,553,0982020Assets 2021: $45,119,780Liabilities 2021: $0Net Assets 2021: $45,119,7802021Assets 2022: $43,887,761Liabilities 2022: $0Net Assets 2022: $43,887,7612022Assets 2023: $42,883,149Liabilities 2023: $0Net Assets 2023: $42,883,1492023Assets 2024: $42,620,961Liabilities 2024: $0Net Assets 2024: $42,620,9612024

Highlighted filing

2020

Assets$45,553,098
Liabilities$0
Net Assets$45,553,098
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2020: $8,158,109Expenses 2020: $2,578,254Net Income 2020: $5,579,8552020Revenue 2021: $2,087,399Expenses 2021: $2,579,949Net Income 2021: -$492,5502021Revenue 2022: $1,211,299Expenses 2022: $3,000,448Net Income 2022: -$1,789,1492022Revenue 2023: $1,610,381Expenses 2023: $2,713,934Net Income 2023: -$1,103,5532023Revenue 2024: $2,234,843Expenses 2024: $2,718,411Net Income 2024: -$483,5682024

Highlighted filing

2020

Revenue$8,158,109
Expenses$2,578,254
Net Income$5,579,855
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$34,300,013
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$39,389,863$45,554,077▲ $6,164,214
Investments in Publicly Traded Securities$39,222,222$45,401,898▲ $6,179,676
Savings and Temporary Cash Investments$167,641$152,178▼ $15,463
Cash and Non-Interest-Bearing Accounts-$-978-
Rtn Earn Endowment Incm Other Fnds-$-979-
Total Assets$39,389,863$45,553,098▲ $6,163,235
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,389,863$45,553,098▲ $6,163,235
Total Liabilities and Net Assets / Fund Balance$39,389,863$45,553,098▲ $6,163,235
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$221,789$221,789
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,149,565
Other Revenue
$8,544
Change in Net Assets
$5,579,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,296,027
Salaries, Compensation, and Employee Benefits$221,789
Other Expenses$60,438
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,296,027--$2,296,027
Current Officers, Directors, Trustees, and Key Employees-$221,789-$221,789
All Other Expenses-$60,438-$60,438
Total Functional Expenses$2,296,027$282,227$0$2,578,254
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VII, Section A, Line 1A Column B

“Average hours per week devoted to postion: as trustee, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees invovlement in the activities of the organization and thus cannot be quanitified on an hourly basis. Therfore, the trustee fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the”

Part VII, Section A, Line 1A Column B Cont

“(cont.) account and in accordance with bny mellons agreement with the client.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“NO PROCEDURES IN PLACE”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of request.”

Filing and Contact Details

Filer

Filer Name
Benjamin Rose Trust Tw
EIN
34-6506873
Phone
4122340023
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122340023
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1908
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Riverside mirco-cap partnership adj: $228,958; private advisors partnership adjustment: $107,020; carlyle private equity access blocker fundpartnership adjustment: -$41,072; partnership distribution $170,924; glasfund adj $88,232;poai carryover -$522; cost bas adjustment $29,840”

Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BENJAMIN ROSE INSTITUTE AND BNY MELLON, N.A. MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP WITH RESPECT TO THE ADMINISTRATION AND INVESTMENTS OF THE TRUST. THE PARTIES SHALL CONTINUE TO MEET AT LEAST TWICE A YEAR IN ORDER TO REVIEW THE ADMINISTRATION AND INVESTMENTS OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE BENJAMIN ROSE INSTITUTE SHALL HAVE THE RIGHT AT ANY TIME TO OFFER ITS INSIGHT OR SUGGESTIONS TO BNY MELLON, N.A. WITH RESPECT TO THE ADMINISTRATION OR INVESTMENTS OF THE TRUST. THE INSTITUTE SHALL HAVE THE AUTHORITY TO APPROVE ALL INVESTMENT POLICY STATEMENTS WITH RESPECT TO THE TRUST, AS WELL AS ANY FUTURE CHANGES TO THE INVESTMENT POLICY STATEMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2BNY MELLON, N.A. WILL CONTINUE TO PROVIDE TO THE INSTITUTE PERIODIC STATEMENTS AT LEAST QUARTERLY REFLECTING THE BOOK VALUE AND MARKET VALUE OF ALL TRUST INVESTMENTS, AND ALL RECEIPTS AND DISBURSEMENTS FROM THE TRUST. BNY MELLON, N.A. WILL CONTINUE TO PROVIDE TO THE INSTITUTE DETAILED REPORTS REFLECTING THE INVESTMENT PERFORMANCE OF THE TRUST AS COMPARED TO RELEVANT BENCHMARKS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE INSTITUTE AGREES TO ANNUALLY PROVIDE TO BNY MELLON, N.A. COPIES OF ITS CURRENT INVESTMENT POLICY. BNY MELLON, N.A. AGREES TO CONTINUE TO REVIEW WITH THE INSTITUTE THOSE AGENCY AND CUSTODY ACCOUNTS THAT IT HAS IN THE PAST, IN THE CONTEXT OF HOW THEY FIT WITHIN THE BROADER INVESTMENTS. AS THE BENEFICIARY OF THE TRUST, THE INSTITUTE HAS ALWAYS HAD COMPLETE CONTROL OVER THE DISPOSITION OF
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4DISTRIBUTED FROM THE TRUST TO THE INSTITUTE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc02
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc28
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc38 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc48 CONT
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt045627616
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt046335114
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0442941
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01224856
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt045184675
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt045110258
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0684414
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0695027
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt044943202
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt045640087
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01573012
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01597403
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt045627616
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt046335114
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01573012
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01597403
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02296027
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BENJAMIN ROSE INSTITUTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02296027
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVERAGE HOURS PER WEEK DEVOTED TO POSTION: AS TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES INVOVLEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANITIFIED ON AN HOURLY BASIS. THERFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1(CONT.) ACCOUNT AND IN ACCORDANCE WITH BNY MELLONS AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO PROCEDURES IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RIVERSIDE MIRCO-CAP PARTNERSHIP ADJ: $228,958; PRIVATE ADVISORS PARTNERSHIP ADJUSTMENT: $107,020; CARLYLE PRIVATE EQUITY ACCESS BLOCKER FUNDPARTNERSHIP ADJUSTMENT: -$41,072; PARTNERSHIP DISTRIBUTION $170,924; GLASFUND ADJ $88,232;POAI CARRYOVER -$522; COST BAS ADJUSTMENT $29,840
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, SECTION A, LINE 1A COLUMN B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VII, SECTION A, LINE 1A COLUMN B CONT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt039389863
IRS990/TotalAssetsEOYAmt045553098
IRS990/TotalAssetsGrp/BOYAmt039389863
IRS990/TotalAssetsGrp/EOYAmt045553098
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0282227
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02296027
IRS990/TotalFunctionalExpensesGrp/TotalAmt02578254
IRS990/TotalGrossUBIAmt03913
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045553098
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02296027
IRS990/TotalReportableCompFromOrgAmt0221789
IRS990/TotalRevenueGrp/ExclusionAmt08154196
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08158109
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03913
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039389863
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045553098
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04122340023
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENJAMIN ROSE TRUST TW
ReturnHeader/Filer/BusinessNameControlTxt0BENJ
ReturnHeader/Filer/EIN0346506873
ReturnHeader/Filer/PhoneNum04122340023
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T14:00:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,553,098
Liabilities
$0
Net assets
$45,553,098
Revenue
$8,158,109
Expenses
$2,578,254
Net income
$5,579,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$0.00$42.6$2.23$2.72$0.48
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$1.61$2.71$1.10
2022Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$1.21$3.00$1.79
2021Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$2.09$2.58$0.49
2020Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$8.16$2.58$5.58