Benjamin Rose Trust Tw
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.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$42.6M
-0.6% YoY
Annual Giving
$2.4M
-1.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.4M
-1.1% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $42,620,961 | $42,883,149 | $43,887,761 |
| Revenue | $2,234,843 | $1,610,381 | $1,211,299 |
| Expenses | $2,718,411 | $2,713,934 | $3,000,448 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,973,339 | $1,303,197 | $1,336,852 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Benjamin Rose Trust Tw fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | — | $252,146 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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