2020-08-06T07:24:19-05:00 2019-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 500 AUBURN HILLS MI 48326 990 2019-01-01 200081638 ROSE HILL FOUNDATION ROSE 2486345530 151 S OLD WOODWARD AVENUE NO 200 BIRMINGHAM MI 48009 RICHARD T WALSH TREASURER 2486345530 2020-07-28 1 TINA PETERS P00904574 2483757100 2020-07-28 73.161.36.242 2020-07-28 09:07:25 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EBB51160BF2136090E0706D858221EDFD566B897 2019 2020-09-23 17:36:50Z JOHN P TIERNEY 151 S OLD WOODWARD AVENUE NO 200 BIRMINGHAM MI 48009 3477342 0 X WWW.ROSEHILLFOUNDATION.ORG X 2003 MI THE MISSION OF THE FOUNDATION IS 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. 17 17 0 38 0 0 1304330 1355424 0 0 481787 787589 -9034 -16538 1777083 2126475 260000 250000 0 0 0 0 6787 13197 158923 256718 228328 523505 491525 1253578 1634950 11755627 15045659 7616 3050 11748011 15042609 THE MISSION OF THE FOUNDATION IS 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 25284 ROSE HILL FOUNDATION WAS ESTABLISHED FOR THE SOLE PURPOSE OF RAISING FUNDS FOR AND PROVIDING SUPPORT TO ROSE HILL CENTER INC. IN ADDITION, ITS BOARD OF DIRECTORS IS RESPONSIBLE FOR THE MANAGEMENT OF ITS INVESTMENTS. SIGNIFICANT ACHIEVEMENTS: 1) CONDUCTED A SUCCESSFUL ANNUAL FUND CAMPAIGN; 2) HOSTED A GOLF OUTING THAT RAISED $92,886. 250000 250000 FINANCIAL SUPPORT:THE PRIMARY FOCUS OF THE FOUNDATION'S FINANCIAL SUPPORT IS TO ENABLE ROSE HILL CENTER TO PROVIDE FINANCIAL ASSISTANCE GRANTS TO THOSE WHO WOULD OTHERWISE BE UNABLE TO PARTICIPATE IN THE CENTER'S HIGHLY EFFECTIVE THERAPEUTIC PROGRAM FOR ADULTS WITH MENTAL ILLNESS. SIGNIFICANT ACHIEVEMENT: CONTRIBUTED $250,000 TO ROSE HILL CENTER. 275284 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 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 1 1 0 0 0 0 0 0 X 17 17 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X SANDRA KLEVEN 2486345530 5130 ROSE HILL BOULEVARD HOLLY MI 48442 X MR JOHN P TIERNEY CHAIRMAN 2.00 X X 0 0 0 MR RICHARD WALSH TREASURER 8.00 X X 0 0 0 MR THOMAS MACFARLANE SECRETARY 2.00 X X 0 0 0 MR J MICHAEL MOORE ASSISTANT TREASURER 1.00 X X 0 0 0 MR ROBERT A WILSON DIRECTOR 1.00 X 0 0 0 MR DAVE H BOERGER DIRECTOR 1.00 X 0 0 0 MR RAYMOND M CRACCHIOLO DIRECTOR 1.00 X 0 0 0 MR WALTER B FISHER DIRECTOR 1.00 X 0 0 0 MR DANIEL J KELLY DIRECTOR 1.00 X 0 0 0 MRS ROSEMARY KELLY DIRECTOR 1.00 X 0 0 0 DR WALTER KNYSZ III MD DIRECTOR 1.00 X 0 0 0 MRS KATHLEEN C MCINERNEY DIRECTOR 1.00 X 0 0 0 MR GREGORY J SCHWARTZ JR DIRECTOR 1.00 X 0 0 0 MR WILLIAM F WHELAN DIRECTOR 1.00 X 0 0 0 MR JOHN BOUKAMP III DIRECTOR 1.00 X 0 0 0 MR PATRICK R JAKEWAY DIRECTOR 1.00 X 0 0 0 MR RICHARD A O'CONNOR DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 109424 1246000 273332 1355424 404873 404873 1692019 1309303 382716 382716 382716 25026 109424 41564 -16538 -16538 2126475 0 0 771051 250000 250000 10400 7171 3229 13197 13197 35463 35463 14720 10149 4571 5194 5194 ADMINISTRATIVE EXPENSE 154210 14055 140155 FUNDRAISING EXPENSES 8341 2770 5571 491525 275284 57318 158923 189690 460204 0 110500 11565937 14474955 11755627 15045659 7616 3050 7616 3050 X 11401311 14973909 346700 68700 11748011 15042609 11755627 15045659 1634950 1659648 0 X X 0 1 X 1 0 X 1177120 1284722 1169569 1304330 1355424 6291165 1177120 1284722 1169569 1304330 1355424 6291165 1904648 4386517 185638 216399 254505 272757 404873 1334172 24780 29040 25480 33932 25026 138258 7763595 0.56500 0.56610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66700 9771 9771 66700 66700 66700 66700 10775 10775 66700 66700 4015 4015 66700 66700 66700 1.00000 1 0 0 EQUITY SECURITIES 9787295 F FIXED INCOME SECURITIES AND OTHER 4687660 F 14474955 3750660 1659648 1659648 2091012 35463 35463 2126475 456062 0 456062 35463 35463 491525 PART V, LINE 4: THE EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUND ARE DESIGNATED TO PROVIDE CURRENT GENERAL OPERATING SUPPORT FOR ROSE HILL CENTER. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 35,463. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 35,463. X X X X X 1 HAMMOND & ASSOCIATES 682 GLENEAGLES HIGHLAND MI 48357 GENERAL CONSULTING REGARDING FUNDRAISING 0 0 13197 -13197 13197 -13197 MI GOLF TOURNAMENT 134450 109424 25026 41564 134450 109424 25026 41564 41564 -16538 SCHEDULE G PART II FUNDRAISING EVENTS SEE SCHEDULE O FOR ADDITIONAL EXPLANATION REGARDING FUNDRAISING EVENTS. 1 ROSE HILL CENTER INC 5130 ROSE HILL BOULEVARD HOLLY MI 48442 382895077 501(C)(3) 250000 TO PROVIDE FUNDING SUPPORT FOR ROSE HILL CENTER. 1 0 PART I, LINE 2: ROSE HILL FOUNDATION HAS REGULAR ACCESS TO 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 PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. X 1 258332 FMV X 1 15000 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 ROSEMARY AND DANIEL KELLY ARE BOTH ON THE BOARD OF DIRECTORS OF ROSE HILL FOUNDATION. ROSEMARY AND DANIEL ARE WIFE AND HUSBAND. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF ROSE HILL CENTER HAS THE RIGHT TO APPOINT A NUMBER OF DIRECTORS TO THE ROSE HILL FOUNDATION BOARD. THE NUMBER OF FOUNDATION DIRECTORS APPOINTED BY THE CENTER IS LIMITED TO ONE LESS THAN THE NUMBER OF OTHER DIRECTORS SERVING ON THE ROSE HILL FOUNDATION BOARD. ALL DIRECTORS OF THE FOUNDATION HAVE EQUAL AUTHORITY AND POWERS. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE FORM 990, IT IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE, AND SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR 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 SHALL 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 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 THE FORM 990, AUDIT REPORTS, AND OTHER DOCUMENTS ARE MAILED OR FAXED UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR.COM WEBSITE. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT AND AUDITOR SELECTION PROCESS DURING THE YEAR. SCHEDULE G, PART II: EXPLANATION REGARDING FUNDRAISING EVENTS THE ECONOMIC PROFIT EARNED FROM THIS EVENT IS THE NET OF LINE 1, TOTAL GROSS RECEIPTS ($134,450) AND LINE 10, DIRECT EXPENSES ($41,564), OR $92,886 NET PROFIT. THE FOLLOWING ITEMS ARE REPORTED IN COMPLIANCE WITH THE INSTRUCTIONS FOR SCHEDULE G: LINE 1, GROSS RECEIPTS - $134,450, - REPRESENTS TOTAL RECEIPTS FROM THE EVENTS. LINE 2, CHARITABLE CONTRIBUTIONS - $109,424 - REPRESENTS AMOUNT REQUIRED BY THE IRS TO BE ACKNOWLEDGED TO DONORS AS CONTRIBUTIONS. LINE 3, GROSS INCOME - $25,026 - REPRESENTS PAYMENTS BY DONORS FOR VALUE RECEIVED. LINE 10, DIRECT EXPENSE SUMMARY - $41,564 - COSTS INCURRED IN CONNECTION WITH FUNDRAISING EVENTS.