Benjamin Rose Institute

CLEVELAND, OH EIN: 34-0714482 Website

BENJAMIN ROSE INSTITUTE ON AGING SUPPORTS CAREGIVERS AND EMPOWERS ALL PEOPLE TO AGE WELL THROUGH RESEARCH, CONSUMER-RESPONSIVE SERVICES AND CLIENT ADVOCACY.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$182.7M

+6.3% YoY

Annual Giving

$1.7M

+24.1% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$580K

+65.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$12M$16M20202021202220232024
Metric202420232022
Total Assets$182,703,957$171,894,125$155,147,131
Revenue$9,102,447$8,465,119$7,517,793
Expenses$7,957,276$7,580,272$7,173,205
Qualifying Distributions
Net Investment Income$2,038,034$1,290,089$517,496
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$435K$871K$1M$2M0 grants20200 grants20210 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

ELDERCARE SERVICES INSTI…$754KROSE CENTERS FOR AGING W…$634KEMPOWERING AND STRENGTHE…$353K

Grant Size Distribution

7 grants across all recorded years

1<$50K$50–100K$100–250K2$250–500K4$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Benjamin Rose Institute fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ORION H BELL IVPRESIDENT & CEO$340KDAVID BASSSR VP RESEARCH$199KMARY MARITASR VP & COO$182KJANICE BRENNANSR. VP & CFO$177KMIKE BILLNITZERVP & EXECUTIVE DIR.$153KDABNEY CONWELLVP & EXECUTIVE DIR.$146KAUDRA KESSLER - BENN…VP INSTITUTIONAL ADVANCEMENT$127K

From 2024 filing

NameTitleHoursCompensation
NANCY A ADAMSPAST CHAIR2
NANCY M BARNES JDDIRECTOR1
GINA K GUNNINGDIRECTOR1
KATHRYN BRYAN PHDDIRECTOR1
BELVA DENMARK TIBBSVICE CHAIR2
DR TERESA DEWSDIRECTOR1
SARAH M DIMLINGCHAIR4
DIANE DOWNINGDIRECTOR1
CYNTHIA H DUNNDIRECTOR1
PATRICIA R FRUTIG JDDIRECTOR1
CONNIE HILL-JOHNSONSECRETARY2
KATHERINE B HOLLINGSWORTHDIRECTOR1
YVETTE M ITTUDIRECTOR (RESIGNED 12/2024)1
KATHRYN KAESBERGDIRECTOR1
HERMINE KRASNY OSTRO CPADIRECTOR1
DENISE M KRESEVIC PHDDIRECTOR1
LORI LOZIER MSSA LISW-S LNHADIRECTOR1
MICHELLE BENTZIEN - PURRINGTONDIRECTOR1
DEBORAH ENTYDIRECTOR (ADDED 10/2024)1
JENNIFER MARKWORTHDIRECTOR1
EILEEN MCCONVILLEDIRECTOR1
SUE OMORIDIRECTOR1
AMY SCOTT - GILCHRISTDIRECTOR1
ANNAPURNA VALLURI PHDDIRECTOR (RESIGNED 06/2024)1
ELIZABETH STUEBERDIRECTOR1
TIFFINAE WARETREASURER1
ORION H BELL IVPRESIDENT & CEO31$340,359
JANICE BRENNANSR. VP & CFO32$176,570
MARY MARITASR VP & COO16$182,455
DAVID BASSSR VP RESEARCH40$198,519
MIKE BILLNITZERVP & EXECUTIVE DIR.12$153,031
AUDRA KESSLER - BENNETTVP INSTITUTIONAL ADVANCEMENT40$127,106
DABNEY CONWELLVP & EXECUTIVE DIR.10$145,721

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Cleveland

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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