2023-10-09T14:13:06-05:00 2022-12-31 382029668 GJC CPA'S & ADVISORS 535 GRISWOLD STREET SUITE 1200 DETROIT MI 482263689 990 2022-01-01 200081638 ROSE HILL FOUNDATION ROSE 2486345530 151 SOUTH OLD WOODWARD AVENUE 200 BIRMINGHAM MI 480096103 MEGAN A WIETFELD TREASURER 2486345530 2023-10-09 1 MEGAN WIETFELD 999009999 1 MICHAEL R NICHOLAS P00966144 3139652655 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY J SCHWARTZ JR 151 SOUTH OLD WOODWARD AVENUE 200 BIRMINGHAM MI 480096103 4343125 0 X WWW.ROSEHILLCENTER.ORG/ROSE-HILL-FOUNDATION X 2003 MI TO RAISE AND MANAGE FUNDS EXCLUSIVELY FOR, AND PROVIDE FINANCIAL GRANTS TO, ROSE HILL CENTER, INC. IN SUPPORT OF ITS MISSION TO PROVIDE A VARIETY OF COMPREHENSIVE TREATMENT PROGRAMS FOR ADULTS WITH MENTAL ILLNESS 15 15 0 0 0 0 1610136 1943153 0 0 967484 -1055005 -14202 64253 2563418 952401 60000 500000 0 0 0 0 0 0 190822 264166 292376 324166 792376 2239252 160025 20345496 18646077 0 21210 20345496 18624867 TO RAISE AND MANAGE FUNDS EXCLUSIVELY FOR, AND PROVIDE FINANCIAL GRANTS TO, ROSE HILL CENTER, INC. IN SUPPORT OF ITS MISSION TO PROVIDE A VARIETY OF COMPREHENSIVE TREATMENT PROGRAMS FOR ADULTS WITH MENTAL ILLNESS 0 0 5056 THE ROSE HILL FOUNDATION (THE "FOUNDATION") WAS ESTABLISHED FOR THE SOLE PURPOSE OF RAISING FUNDS FOR, AND PROVIDING SUPPORT TO, ROSE HILL CENTER, INC. IN ADDITION, THE FOUNDATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE MANAGEMENT OF THE FOUNDATION'S INVESTMENTS. A SIGNIFICANT ACHIEVEMENT WAS HOSTING A GOLF OUTING THAT RAISED $122,732. 500000 500000 THE PRIMARY FOCUS OF THE FOUNDATION'S FINANCIAL SUPPORT IS TO ENABLE ROSE HILL CENTER, INC. TO PROVIDE FINANCIAL ASSISTANCE GRANTS TO THOSE WHO WOULD OTHERWISE BE UNABLE TO PARTICIPATE IN THE ROSE HILL CENTER'S HIGHLY EFFECTIVE THERAPEUTIC PROGRAM FOR ADULTS WITH MENTAL ILLNESS. A SIGNIFICANT ACHIEVEMENT WAS CONTRIBUTING $500,000 TO ROSE HILL CENTER, INC. 505056 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X RDM ASSOCIATES - KURT MILLER 2486207100 7457 M E CAD BOULEVARD SUITE 200 CLARKSTON MI 483484282 X GREGORY J SCHWARTZ JR CHAIR 5.00 X X 0 0 0 RICHARD T WALSH TREASURER 15.00 X X 0 0 0 DAVID H BOERGER DIRECTOR 1.50 X 0 0 0 JOHN W BOUKAMP III DIRECTOR 1.50 X 0 0 0 KATHLEEN CHISOLM-MCINERNEY DIRECTOR 1.50 X 0 0 0 WALTER FISHER DIRECTOR 1.50 X 0 0 0 DANIEL J KELLY DIRECTOR 1.50 X 0 0 0 WALTER KNYSZ III MD DIRECTOR 1.50 X 0 0 0 PAUL KURTZ DIRECTOR 1.50 X 0 0 0 J THOMAS MACFARLANE DIRECTOR 1.50 X 0 0 0 J MICHAEL MOORE DIRECTOR 1.50 X 0 0 0 RICHARD O'CONNOR DIRECTOR 1.50 X 0 0 0 ROCHELLE ROTHWELL DIRECTOR 1.50 X 0 0 0 WILLIAM F WHELAN DIRECTOR 1.50 X 0 0 0 ROBERT A WILSON DIRECTOR 1.50 X 0 0 0 0 0 0 0 0 0 0 0 13826 1929327 764612 1943153 356673 356673 1920567 3332245 -1411678 -1411678 -1411678 122732 13826 58479 64253 64253 952401 0 0 -990752 500000 500000 43200 4300 33400 5500 62805 62805 756 756 ADMINISTRATIVE EXPENSES 185615 293 185322 792376 505056 96498 190822 154213 260456 105347 15000 14671634 20085936 3634472 64515 20345496 18646077 21210 0 21210 X 20268246 18554479 77250 70388 20345496 18624867 20345496 18646077 160025 -1880654 0 X 0 1 X 1 0 X 1304330 1355424 712619 1610136 1943153 6925662 1304330 1355424 712619 1610136 1943153 6925662 2623506 4302156 272757 404873 291905 349145 356673 1675353 33932 25026 36709 95667 8696682 0.49470 0.55640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 33,932. 2019 AMOUNT: $ 25,026. 2021 AMOUNT: $ 36,709. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66700 66700 66700 15522 15522 66700 66700 5532 5532 66700 66700 9771 9771 66700 66700 66700 1.00000 1 0 0 FIXED INCOME SECURITIES 1188922 F PRIVATE EQUITY FUNDS 1469626 F HEDGE FUNDS 975924 F 3634472 X -991058 -1880654 -1880654 889596 62805 62805 952401 729571 0 729571 62805 62805 792376 PART V, LINE 4: THE EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUND ARE DESIGNATED TO PROVIDE CURRENT GENERAL OPERATING SUPPORT FOR THE ROSE HILL CENTER. PART X, LINE 2: THE FOUNDATION'S MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2022 OR 2021. GOLF TOURNAMENT 136558 13826 122732 58479 136558 13826 122732 58479 58479 64253 1 ROSE HILL CENTER INC 5130 ROSE HILL BOULEVARD HOLLY MI 484429507 382895077 501(C)(3) 500000 0 N/A N/A TO PROVIDE FUNDING SUPPORT FOR ROSE HILL CENTER, INC. 1 0 PART I, LINE 2: THE ROSE HILL FOUNDATION HAS REGULAR ACCESS TO THE ROSE HILL CENTER'S FINANCIAL INFORMATION SINCE THE TREASURER AND SEVERAL OTHER BOARD MEMBERS ARE COMMON TO BOTH ORGANIZATIONS. THIS ARRANGEMENT ENABLES THE FOUNDATION TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR THEIR PROPER PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. X 1 764612 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF ROSE HILL CENTER, INC. HAS THE RIGHT TO APPOINT A NUMBER OF DIRECTORS TO THE ROSE HILL FOUNDATION'S BOARD. THE NUMBER OF FOUNDATION DIRECTORS APPOINTED BY THE ROSE HILL CENTER IS LIMITED TO ONE LESS THAN THE NUMBER OF OTHER DIRECTORS SERVING ON THE ROSE HILL FOUNDATION'S BOARD. ALL DIRECTORS OF THE FOUNDATION HAVE EQUAL AUTHORITY AND POWERS. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF FORM 990, IT IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE AND SUBMITTED TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND PRINCIPAL OFFICERS ARE REQUIRED TO SIGN ANNUAL STATEMENTS THAT AFFIRM THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, AND HAVE AGREED TO COMPLY WITH THE POLICY. FURTHER, THEY AFFIRM THEIR UNDERSTANDING THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, PERIODIC REVIEWS WILL BE CONDUCTED. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND DISCLOSE ALL MATERIAL FACTS SURROUNDING THE PROPOSED TRANSACTION OR ARRANGEMENT. ONCE DISCLOSED, THE INTERESTED PERSON WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE INTERESTED PERSON ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, AUDITED FINANCIAL STATEMENTS, AND OTHER DOCUMENTS ARE MAILED OR FAXED UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.