Scores are not available for this record yet.
Assets
-
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Oct 30, 2024
- Return Version
- 2023v7.0
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.
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
- 2024-10-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Pwc US Tax Llp
- Address
- 301 GRANT STREET, PITTSBURGH, PA 15219
- Preparer
- Daniel Waltman
- Phone
- 4123556000
Raw XML Appendix69 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.
| Path | # | Value |
|---|---|---|
| IRS990T/BalanceDueAmt | 0 | 7467 |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | BNY MELLON N A |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 4122340023 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 185 |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 152300185 |
| IRS990T/BookValueAssetsEOYAmt | 0 | 39389863 |
| IRS990T/CharitableContributionsDedAmt | 0 | 34124 |
| IRS990T/ExtsnRequestIncomeTaxPaidAmt | 0 | 3000 |
| IRS990T/ForeignAccountsQuestionInd | 0 | false |
| IRS990T/ForeignTrustQuestionInd | 0 | false |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 1 |
| IRS990T/Organization501cTrustInd | 0 | X |
| IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt | 0 | c3 |
| IRS990T/Organization501IndicatorGrp/Organization501Ind | 0 | X |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 525990 |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 1 |
| IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt | 0 | 68427 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 68427 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 68427 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | INVESTMENT IN PARTNERSHIPS |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 68427 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 68427 |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | false |
| IRS990T/TaxableTrustAmt | 0 | 10467 |
| IRS990T/TaxLessCreditsAmt | 0 | 10467 |
| IRS990T/TaxRateScheduleInd | 0 | X |
| IRS990T/TotalDeductionAmt | 0 | 1000 |
| IRS990T/TotalPaymentsAmt | 0 | 3000 |
| IRS990T/TotalTaxAmt | 0 | 10467 |
| IRS990T/TotalTaxComputationAmt | 0 | 10467 |
| IRS990T/TotalUBTIAmt | 0 | 33303 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 34303 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 34303 |
| IRS990T/TotalUBTIComputedAmt | 0 | 68427 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL STAGIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4122340023 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BENJAMIN ROSE TRUST TW |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BENJ |
| ReturnHeader/Filer/EIN | 0 | 346506873 |
| ReturnHeader/Filer/PhoneNum | 0 | 4122340023 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 185 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 152300185 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 920460586 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PWC US TAX LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 301 GRANT STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15219 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4123556000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-10-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DANIEL WALTMAN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-11-07T09:01:15-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- -
- Liabilities
- -
- Net assets
- -
- Revenue
- -
- Expenses
- -
- Net income
- -