Financial

Fiscal Year 1/1/2012 - 12/31/2012

Income


Expenses


Donations

$387,163

Program

$4,761,376

Grants

971,766

Management

135,939

Events
7,074 Fundraising
114,145

Restitution Receipts

4,217,444

Total
5,011,460

Investment Return

119,462



Other

3,793



Return of Net Funds
28,368


Total
5,735,070


Audits

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.