Financial

Fiscal Year 1/1/2013 - 12/31/2013

Income


Expenses


Donations

$499,517

Program

$4,953,031

Grants

2,488,891

Management

193,478

Events
21,981 Fundraising
165,764

Restitution Receipts

5,131,257 Total
5,312,273

Investment Return

194,887

Total
8,336,533



Audits

1/1/2013 - 12/31/2013

1/1/2012 - 12/31/2012

1/1/2011 - 12/31/2011

1/1/2010 - 12/31/2010

1/1/2009 - 12/31/2009

1/1/2008 - 12/31/2008

9/1/2007 - 12/31/2007 (stub year)

9/1/2006 - 8/31/2007

9/1/2005 - 8/31/2006

9/1/2004 - 8/31/2005

9/1/2003 - 8/31/2004

IRS 990s

1/1/2012-12/31/2012

1/1/2011 - 12/31/2011

1/1/2010 - 12/31/2010

1/1/2009 - 12/31/2009

1/1/2008 - 12/31/2008

9/1/2006 - 8/31/2007

9/1/2005 - 8/31/2006

9/1/2004 - 8/31/2005

9/1/2003 - 8/31/2004

Investment Guidelines
The Rose Foundation has a fiduciary duty to consider its mission in making investment management decisions. Therefore, in addition to providing satisfactory financial returns, investments are also expected to achieve superior environmental and social performance.