Nonprofit · EIN 34-6501252
BR ORVILLE L JONES TA
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,054,468 | $1,542,446 | -$487,978 | $27,615,809 | $0 | $27,615,809 |
| December 31, 2023 | 990 | $867,131 | $1,517,762 | -$650,631 | $28,062,463 | $0 | $28,062,463 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,018,053
- Net gain from sales of assets
- $247,372
- Other revenue
- $36,415
Expenses
- Grants and similar amounts paid
- $1,484,007
- Compensation of officers, directors and key employees
- $37,493
- Salaries, compensation and benefits (total)
- $37,493
- Professional fundraising fees
- $0
- Program services (functional)
- $1,499,204
- Management and general (functional)
- $43,242
Balance sheet and other
- Total assets, start of year
- $28,062,463
- Total assets, end of year
- $27,615,809
- Total liabilities, end of year
- $0
- Net assets, end of year
- $27,615,809
- Publicly traded securities
- $27,499,848
- Gross receipts
- $5,304,128
- Employees
- 0
- Year formed
- 2015
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE Institutional trustee | – | $37,493 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE Institutional trustee | – | $33,019 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % BANK OF NEW YORK
- Signed the 990
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (412) 234-0023
- Return prepared by
- PWC US TAX LLP
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6501252
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $27,615,809
- Income (IRS master file)
- $5,304,128
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,054,468 | $1,542,446 | $27,615,809 | IRS |
| 990 | December 2023 | $867,131 | $1,517,762 | $28,062,463 | XML |
| 990 | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-6501252).
Questions about BR ORVILLE L JONES TA
- What is the EIN of BR ORVILLE L JONES TA?
- The employer identification number (EIN) of BR ORVILLE L JONES TA is 34-6501252.
- Is BR ORVILLE L JONES TA tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does BR ORVILLE L JONES TA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BR ORVILLE L JONES TA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BR ORVILLE L JONES TA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of BR ORVILLE L JONES TA?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $37,493 (BNY MELLON N A, TRUSTEE).
- How much revenue does BR ORVILLE L JONES TA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,054,468, expenses of $1,542,446 and total assets of $27,615,809 at year end.
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