Totals
- Total revenue
- $1,054,468
- Total expenses
- $1,542,446
- Contributions and grants received
- $0
- Grants paid
- $1,484,007
- Program service revenue
- $0
- Investment income
- $1,018,053
- Other revenue
- $36,415
- Total assets, end of year
- $27,615,809
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $27,615,809
- Program services expenses (Part IX)
- $1,499,204
- Management and general expenses
- $43,242
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,484,007
Program services were 97.2% 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 $770,681 · excluded $770,681
-
7a · Gross sales of assets other than inventory
securities $4,497,032
-
7b · Less cost or other basis and sales expenses
securities $4,249,660
-
7c · Gain or loss
securities $247,372
-
7d · Net gain or loss
total $247,372 · excluded $247,372
-
11a · Other revenue: FROM PARTNERSHIP/S-CORP
total $36,415 · excluded $36,415
-
11e · Other revenue, total
$36,415
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,484,007 · program services $1,484,007
-
5 · Compensation of officers, directors and key employees
total $37,493 · program services $14,997 · management and general $22,496
-
20 · Interest
total $9,398 · management and general $9,398
-
24a · Other expenses: FOREIGN TAX WITHHELD
total $11,092 · management and general $11,092
-
24b · Other expenses: STATE TAXES PAID
total $200 · program services $200
-
24c · Other expenses: FROM PARTNERSHIP/S-CORP
total $256 · management and general $256
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $370,291 · end of year $115,961
-
11 · Investments: publicly traded securities
beginning of year $27,692,172 · end of year $27,499,848
-
29 · Capital stock, trust principal or current funds
beginning of year $28,062,463 · end of year $27,615,809
Mission and programs · 2024
Mission
THE TRUST DATED AUGUST 28, 1942 IN THE NAME OF THE BENJAMIN ROSE INSTITUTE. THE PREFERENCE BEING TO PROMOTE THE COMFORT OF THE NEEDY IN HOSPITALS AND FRESH-AIR CAMPS, AND OF NEEDY CHILDREN. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% AFV OR TRADITIONAL INCOME.
-
NET INCOME PAID TO THE BENJAMIN ROSE INSTITUTE TO PROMOTE THE COMFORT OF THE NEEDY IN HOSPITALS AND FRESH-AIR CAMPS AND OF NEEDY CHILDREN.
Expenses $1,484,007 · Grants $1,484,007
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bny Mellon N ABNY MELLON N A
TRUSTEE
- Total calculated
- $37,493
- From this org
- $37,493
- 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
-
$1,484,007
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543149349302764
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