Totals
- Total revenue
- $60,608
- Total expenses
- $778,247
- Contributions and grants received
- $0
- Grants paid
- $667,822
- Program service revenue
- $0
- Investment income
- $23,725
- Other revenue
- $36,883
- Total assets, end of year
- $10,964,968
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $10,964,968
- Program services expenses (Part IX)
- $718,405
- Management and general expenses
- $59,842
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $667,822
Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $290,268 · excluded $290,268
-
7a · Gross sales of assets other than inventory
securities $4,466,765
-
7b · Less cost or other basis and sales expenses
securities $4,733,308
-
7c · Gain or loss
securities -$266,543
-
7d · Net gain or loss
total -$266,543 · excluded -$266,543
-
11a · Other revenue: OTHER INCOME
total $199 · excluded $199
-
11b · Other revenue: FROM PARTNERSHIP/S-CORP
total $36,684 · unrelated business -$3,847 · excluded $40,531
-
11e · Other revenue, total
$36,883
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $667,822 · program services $667,822
-
5 · Compensation of officers, directors and key employees
total $74,098 · program services $29,639 · management and general $44,459
-
11b · Fees: legal
total $20,744 · program services $20,744
-
24a · Other expenses: FOREIGN TAXES PAID
total $4,746 · management and general $4,746
-
24b · Other expenses: ADR FEES
total $833 · management and general $833
-
24c · Other expenses: STATE FILING FEES
total $200 · program services $200
-
24d · Other expenses: FROM PARTNERSHIP/S-CORP
total $9,804 · management and general $9,804
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$638
-
2 · Savings and temporary cash investments
beginning of year $80,666 · end of year $129,930
-
11 · Investments: publicly traded securities
beginning of year $11,060,052 · end of year $10,370,905
-
12 · Investments: other securities
beginning of year $464,133 · end of year $464,133
-
29 · Capital stock, trust principal or current funds
beginning of year $11,604,213 · end of year $10,964,968
Mission and programs · 2022
Mission
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.
-
NET INCOME TO THE BENJAMIN ROSE INSTITUTE OF AGING
Expenses $667,822 · Grants $667,822
As filed on the 2022 return.
Listed in Part VII
-
BNY MELLON N A
TRUSTEE
- Total calculated
- $74,098
- From this org
- $74,098
- From related orgs
- $0
- Other
- $0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$667,822
GENERAL OPERATING
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 27 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303059349302560
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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