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.
Key facts about Benjamin Rose Trust TW
In short: Benjamin Rose Trust TW gave $2.4M across 1 grant in 2024 (avg $2.4M), mostly in Ohio. Source: 2024 IRS Form 990.
- EIN
- 34-6506873
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $2,362,434
- Grants made (2024)
- 1
- Average grant
- $2,362,434
- Median grant
- $2,362,434
- Total assets
- $42,620,961
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
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
How Benjamin Rose Trust TW gives
- Giving held roughly steady from 2021 to 2024 (+4%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Benjamin Rose Trust TW
Based on IRS filings
Benjamin Rose Trust TW is a public charity, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $42.6M in total assets. In 2024, it awarded 1 grant totaling $2.4M. Net investment income was $2.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.3M (2021) to $2.7M (2022). In 2024 it made 1 grant totaling $2.4M.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Benjamin Rose Institute ($2.4M).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Benjamin Rose Institute Cleveland, OH | The trust provides the benjamin rose institute funds to advance the health, independence, and dignity of elderly adults by raising the standards of quality of care | $2,362,434 |
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 |
| Net Investment Income | $1,973,339 | $1,303,197 | $1,336,852 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 1, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 1, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Benjamin Rose Trust TW's only listed officer is BNY Mellon N A, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
BNY Mellon N A
Trustee
On filings since 2020
$222K (2020) → $252K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $252K, to BNY Mellon N a (Trustee).
Frequently asked questions about Benjamin Rose Trust TW
How much does Benjamin Rose Trust TW give each year?
Benjamin Rose Trust TW gave $2.4M across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $2.4M across 1 grant.
How large is Benjamin Rose Trust TW?
Benjamin Rose Trust TW reported $42.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $2.2M.
Where does Benjamin Rose Trust TW operate?
Benjamin Rose Trust TW has awarded grants in Ohio.
What is Benjamin Rose Trust TW's EIN?
Benjamin Rose Trust TW's EIN (Employer Identification Number) is 34-6506873. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Benjamin Rose Trust TW by hand.
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