Liabilities / Assets
5th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 38-7273769 • 501(c)3 • Pittsburgh, PA
Profile
Net income of the trust is to be paid to benjamin rose institute. All such net income is to be used for the maintenance, care, comfort, and support of needy, aged persons, principally resident in the state of ohio.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
5th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
7th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
19th percentile
Higher top officer pay than 19% of similar nonprofits.
Top officer pay equals 19.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Assets
Down$10,695,234
Down $131,574 (-1.2%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Down$10,695,234
Down $131,574 (-1.2%) from 2023
Revenue
Down$430,048
Down $112,298 (-21%) from 2023
Expenses
Up$687,824
Up $9 (+0.0%) from 2023
Net Income
Down-$257,776
Down $112,307 (-77%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Net income of the trust is to be paid to benjamin rose institute. All such net income is to be used for the maintenance, care, comfort, and support of needy, aged persons, principally resident in the state of ohio.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $10,826,808 | $10,695,234 | ▼ $131,574 |
| Investments in Publicly Traded Securities | $10,207,637 | $10,104,001 | ▼ $103,636 |
| Investments Other Securities | $464,133 | $464,133 | → $0 |
| Savings and Temporary Cash Investments | $155,038 | $127,100 | ▼ $27,938 |
| Total Assets | $10,826,808 | $10,695,234 | ▼ $131,574 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $10,826,808 | $10,695,234 | ▼ $131,574 |
| Total Liabilities and Net Assets / Fund Balance | $10,826,808 | $10,695,234 | ▼ $131,574 |
| Name | Title | Base | Total |
|---|---|---|---|
| Bny Mellon N a | Trustee | $81,652 | $81,652 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $593,779 |
| Salaries, Compensation, and Employee Benefits | $81,652 |
| Other Expenses | $12,393 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $593,779 | - | - | $593,779 |
| Current Officers, Directors, Trustees, and Key Employees | $32,661 | $48,991 | - | $81,652 |
| Other Expenses | $200 | $6,738 | - | $6,738 |
| Total Functional Expenses | $626,640 | $61,184 | $0 | $687,824 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Benjamin Rose Institute | Cleveland, OH | 501(c)(3) | General Operating | $593,779 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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 involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the account and in accordance with bny mellon's”
“Agreement with the client”
“NO PROCEDURE IN PLACE”
“Documents are available upon request by mail or by phone. Delivered within 2 weeks of request”
“The amount on this line represents: $100,457 partnership distributions; $23,862 partnership income adj; $1,913 mutual fund timing adj; ($30) cost basis adjustment”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | NET INCOME OF THE TRUST IS TO BE PAID TO BENJAMIN ROSE INSTITUTE. ALL SUCH NET INCOME IS TO BE USED FOR THE MAINTENANCE, CARE, COMFORT, AND SUPPORT OF NEEDY, AGED PERSONS, PRINCIPALLY RESIDENT IN THE STATE OF OHIO. |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BNY MELLON NA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4122340023 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 185 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 152300185 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 10826808 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 10695234 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 48991 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 32661 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 81652 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 593779 |
| IRS990/CYInvestmentIncomeAmt | 0 | 447172 |
| IRS990/CYOtherExpensesAmt | 0 | 12393 |
| IRS990/CYOtherRevenueAmt | 0 | -17124 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -257776 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 81652 |
| IRS990/CYTotalExpensesAmt | 0 | 687824 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 430048 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | NET INCOME TO THE BENJAMIN ROSE INSTITUTE OF AGING |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 593779 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BNY MELLON N A |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 81652 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2021 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 144226 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantAmt | 0 | 593779 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 593779 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 593779 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1002006 |
| IRS990/GrossReceiptsAmt | 0 | 1287828 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 302946 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 302946 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 464133 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 464133 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 10207637 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 10104001 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 857780 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | NET INCOME OF THE TRUST IS TO BE PAID TO BENJAMIN ROSE INSTITUTE. ALL SUCH NET INCOME IS TO BE USED FOR THE MAINTENANCE, CARE, COMFORT, AND SUPPORT OF NEEDY, AGED PERSONS, PRINCIPALLY RESIDENT IN THE STATE OF OHIO. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 10826808 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 10695234 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 144226 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 144226 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 126202 |
| IRS990/OtherExpensesGrp/Desc | 0 | FOREIGN TAXES PAID |
| IRS990/OtherExpensesGrp/Desc | 1 | ADR FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | STATE FILING FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | FROM PARTNERSHIP/S-CORP |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4518 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 937 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 6738 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 200 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4518 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 937 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 200 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 6738 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | FROM PARTNERSHIP/S-CORP |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | -10446 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | -17124 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | -6678 |
| IRS990/OtherRevenueTotalAmt | 0 | -17124 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 600789 |
| IRS990/PYInvestmentIncomeAmt | 0 | 510681 |
| IRS990/PYOtherExpensesAmt | 0 | 14595 |
| IRS990/PYOtherRevenueAmt | 0 | 31665 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -145469 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 72431 |
| IRS990/PYTotalExpensesAmt | 0 | 687815 |
| IRS990/PYTotalRevenueAmt | 0 | 542346 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -257776 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 155038 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 127100 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt | 0 | 303350 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt | 0 | 311705 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt | 0 | 404 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt | 0 | 26957 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt | 0 | 12193 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt | 0 | 10974 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt | 0 | 302946 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt | 0 | 284748 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt | 0 | 48991 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt | 0 | 43459 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt | 0 | 242166 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt | 0 | 257272 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 257272 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 409217 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 409217 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 218681 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 409217 |
| IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt | 0 | 409217 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt | 0 | 409217 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt | 0 | 626640 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt | 0 | 626640 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt | 0 | 475148 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt | 0 | 633382 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt | 0 | 250983 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt | 0 | 1101788 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt | 0 | 626640 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt | 0 | 475148 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt | 0 | 884365 |
| IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt | 0 | 32861 |
| IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt | 0 | 593779 |
| IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt | 0 | 409217 |
| IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt | 0 | 1.0 |
| IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt | 0 | 593779 |
| IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt | 0 | 626640 |
| IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE TRUSTEE MEETS WITH THE INVESTMENT COMMITTEE AND STAFF OF THE BENJAMIN ROSE INSTITUTE ON AGING ON A QUARTERLY BASIS. BENJAMIN ROSE ANNUALLY REQUESTS THE MAXIMUM DISTRIBUTION AMOUNT ALLOWABLE UNDER THE OHIO INSITUTIONAL TRUST FUNDS ACT, WHICH THE TRUSTEE DISTRIBUTES TO BENJAMIN ROSE IN EACH FISCAL YEAR OF THE TRUST. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE TRUSTEE CALCULATES THE MAXIMUM DISTRIBUTION AMOUNT ANNUALLY, AND THE TRUSTEE COMMUNICATES THAT AMOUNT TO THE CFO OF BENJAMIN ROSE AT THE BEGINNING OF EACH FISCAL YEAR. THE TRUSTEE ALSO PROVIDES BENJMAIN ROSE WITH A COPY OF THE ANNUAL TRUST TAX RETURN FOR THE TRUST UPON ITS COMPLETION. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | THE TRUSTEE ALSO DISCUSSES DISTRIBUTIONS FROM THE TRUST FOR EXPENSES OTHER THAN THE MAXIMUM DISTRIBUTION AMOUNT, INCLUDING, BUT NOT LIMITED TO LEGAL FEES, WITH BENJAMIN ROSE AT THE TIME SUCH EXPENSES ARE INCURRED. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | THE TRUSTEE MEETS WITH THE INVESTMENT COMMITTEE AND STAFF OF THE BENJAMIN ROSE INSTITUTE ON AGIN ON A QUARTERLY BASIS. BENJAMIN ROSE ANNUALLY REQUESTS THE MAXIMUM DISTRIBUTION AMOUNT ALLOWABLE UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT, WHICH THE TRUSTEE DISTRIBUTES TO BENJAMIN ROSE IN EACH FISCAL YEAR OF THE TRUST. THE TRUSTEE CALCULATES THE MAXIMUM DISTRIBUTION AMOUNT ANNUALLY, AND THE |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 4 | AMOUNT TO THE CFO OF BENJAMIN ROSE AT THE BEGINNING OF EACH FISCAL YEAR. BENJAMIN ROSE USES THE MAXIMUM DISTRIBUTION AMOUNT EACH YEAR TO CARRY OUT ITS CHARITABLE PURPOSES OF PROVIDING MAINTENANCE, CARE, COMFORT, AND SUPPORT OF NEEDY, AGED PERSONS, PRINCIPALLY RESIDENT IN THE STATE OF OHIO, IN SUCH MANNER AND UPON SUCH CONDITIONS AS THE TRUSTEES OF BENJAMIN ROSE SHALL DEEM ADVISABLE. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 5 | THE MAXIMUM DISTRIBUTION AMOUNT REPRESENTS A SIGNIFICANT PORTION OF THE ANNUAL OPERATING INCOME OF BENJAMIN ROSE |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SECTION D, LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | SECTION D, LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | SECTION D, LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | SECTION D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 4 | SECTION D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 5 | SECTION D, LINE 3 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt | 0 | 13252812 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 11869959 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt | 0 | 102289 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 119938 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt | 0 | 13150523 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 11750021 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt | 0 | 198792 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 178049 |
| IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt | 0 | 13054020 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 11691910 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt | 0 | 456891 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 409217 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt | 0 | 13252812 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 11869959 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt | 0 | 456891 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 409217 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 340714482 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 4 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 593779 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | BENJAMIN ROSE INSTITUTE |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 593779 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 593779 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | GENERAL OPERATING |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | BENJAMIN ROSE INSTITUTE |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 340714482 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 11890 FAIRHILL RD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | CLEVELAND |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 44106 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | NO PROCEDURE IN PLACE |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH BNY MELLON'S |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AGREEMENT WITH THE CLIENT |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | NO PROCEDURE IN PLACE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE. DELIVERED WITHIN 2 WEEKS OF REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE AMOUNT ON THIS LINE REPRESENTS: $100,457 PARTNERSHIP DISTRIBUTIONS; $23,862 PARTNERSHIP INCOME ADJ; $1,913 MUTUAL FUND TIMING ADJ; ($30) COST BASIS ADJUSTMENT |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART VII, SECTION A, LINE 1a COLUMN(B) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART VII, SECTION A, LINE 1a COLUMN(B) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 10826808 |
| IRS990/TotalAssetsEOYAmt | 0 | 10695234 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 10826808 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 10695234 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 61184 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 626640 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 687824 |
| IRS990/TotalGrossUBIAmt | 0 | -6678 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 10826808 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 10695234 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 593779 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 81652 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 436726 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 430048 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | -6678 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10826808 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 10695234 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| 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 | 2025-10-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MARY D ANDRUS-TR |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MARY |
| ReturnHeader/Filer/EIN | 0 | 387273769 |
| 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 | 2025-10-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DANIEL WALTMAN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-11-10T10:01:34-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
No mirrored PDF or thumbnail assets are attached yet.