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.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$72K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 3
filings with a surplus
Average deficit $374K a year · 109% of revenue · last 3 filings
Concern: a surplus in 0 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$72K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$430K
-21% vs prior year
Spent
$688K
To programs
91%
Net assets
$10.7M
By yearFY2022–FY2024
Revenue
$430K
FY2024▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2022$61K
FY2023$542K
FY2024$430K
Expenses
$688K
FY2024<0.01%
Tap a bar for its year
Expenses by fiscal year
FY2022$778K
FY2023$688K
FY2024$688K
Net assets
$10.7M
FY2024▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2022$11.0M
FY2023$10.8M
FY2024$10.7M

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $627K Management & general 9% · $61K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $72K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$72,431Pt VII · Sec A

BNY Mellon N A’s $72K as Trustee is at the 57th percentile of top reported officer pay among 1979 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022
BNY Mellon N A$72,431$74,098

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

Supports needy, aged persons, primarily in Ohio, with funds for their care and comfort.

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Provided by the organization

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1 program · $601K · in their own filed words · FY2023
01

Net income to the benjamin rose institute of aging

$601Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $1.3M · 2022–2023
Benjamin Rose InstituteOH · FY2023$600,789
Benjamin Rose InstituteOH · FY2022$667,822

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$430K
Ln 12
Other incomeLn 4–11$430K
Money outPt IX
$688K
Ln 25
Programscol B$627K
Managementcol C$61K
Owns and owesPt X
$10.7M
net assets · Ln 32
Total assetsLn 16$10.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
2In more detail
Revenue in detailPt VIII
Other incomeLn 4–11$430K
Total revenueLn 12$430K
Assets in detailPt X, end of year
Total assetsLn 16$10.7M
LiabilitiesLn 26$0
Net assetsLn 32$10.7M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $430K$688K−$258K$10.7M 990 PDF
FY2023 $542K$688K−$145K$10.8M 990 PDF
FY2022 $61K$778K−$718K$11.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons A · Public support O · Explanations

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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