2026-09-09T07:09:02-05:00 2025-12-17 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990EZ 2025-01-01 341951915 MARGARET WAGNER APARTMENTS INC MARG 2163731602 2375 EUCLID HEIGHTS BLVD CLEVELAND HEIGHTS OH 44106 JANICE BRENNAN CPA SR VP & CFO 2163731602 2026-09-03 1 DAVID REAPE P00068117 2168311200 2026-09-03 2025 X X X WWW.BENROSE.ORG X X 0 0 0 0 0 0 0 0 0 0 0 0 0 X TO PROVIDE LOW-INCOME HOUSING, UNDER HUD SECTION 202 PROVISIONS, TO ELDERLY PEOPLE. THERE ARE 24 RENTAL UNITS AVAILABLE FOR THIS PURPOSE. MW APARTMENTS OFFER INDEPENDENT, SUPPORTIVE HOUSING FOR LOW-INCOME OLDER ADULTS AGES 62 AND OLDER (ALL RESIDENTS QUALIFY AS LOW-INCOME PER HUD GUIDELINES). THE APARTMENTS ARE SUBSIDIZED UNDER THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) SECTION 202 SUPPORTIVE HOUSING FOR THE ELDERLY PROGRAM. THERE ARE 24 RENTAL UNITS AVAILABLE FOR THIS PURPOSE. EFFECTIVE JUNE 21, 2023, THE PRAC COVERING THE MWA LOW-INCOME HOUSINGUNITS WAS TRANSFERRED TO MARGARET WAGNER SENIOR APARTMENTS, LP. AS ARESULT, HUD TERMINATED AND RELEASED MWA FROM THE COMPLIANCE WITH THESECTION 202 PROGRAM. HOWEVER, THE 40-YEAR MORTGAGE NOTE PAYABLEORIGINALLY TAKEN OUT WAS NOT FORGIVEN, AND THE BALANCE WAS ASSIGNED AND ASSUMED BY THE BENJAMIN ROSE INSTITUTE, A RELATED ORGANIZATION. 0 0 0 BETH SIPPLE BOARD MEMBER 1.00 0 0 0 ORION H BELL IV PRESIDENT & CEO 1.00 0 0 0 MARY MARITA SR VP & COO 2.00 0 0 0 JANICE BRENNAN SR. VP & CFO 1.00 0 0 0 PATRICIA R FRUTIG JD CHAIR 1.00 0 0 0 CONNIE HILL-JOHNSON SECRETARY 1.00 0 0 0 LORI LOZIER MSSA LISW-S LNHA VICE CHAIR 1.00 0 0 0 X 0 0 0 0 1 0 0 0 0 0 0 0 0 0 OH JANICE BRENNAN CPA 11890 FAIRHILL ROAD CLEVELAND OH 44120 2163731602 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 299380 290482 129206 719068 299380 290482 129206 719068 0 0 0 719068 14 23 25 62 14 23 25 62 577 1505 1314 3396 299971 292010 130545 722526 0.99520 0.92780 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 577. 2022 AMOUNT: $ 1,505. 2023 AMOUNT: $ 1,314. PART III, SHORT YEAR EXPLANATION: MARGARET WAGNER APARTMENTS, INC. HAD A SHORT YEAR IN 2025, AS THE ENTITY DISSOLVED ON DECEMBER 17, 2025. 0 0 0 0 1 1 1 1 0 THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.