2017-11-15T10:44:12-06:00 2016-12-31 461497033 EKS&H LLLP 8181 E Tufts Avenue Suite 600 Denver CO 802372579 990 2016-01-01 840418124 Rose Foundation ROSE 3033987400 600 South Cherry Street No 1200 Denver CO 80246 Anne Garcia CFO AND COO 3033987400 2017-11-14 1 Dori J Eggett P00645252 3037409400 208.42.238.132 2017-11-15 10:38:12 MS P 0CA5F0488340EA7121183073BB99320ACB41854D 2758D11C408DF3479EE8351B290E162F317781B8 2016 2017-02-10 21:41:12Z Anne Garcia 600 South Cherry Street No 1200 Denver CO 80246 5305665 0 X www.rcfdenver.org X 1995 CO To enhance the quality of life in the greater Denver community using its leadership and resources. 16 16 0 100 -261563 -312838 46032 252891 0 0 9019846 5050252 1107 2522 9066985 5305665 9211045 8163311 0 0 1750162 1881626 0 0 0 507558 826433 11468765 10871370 -2401780 -5565705 288855101 286232429 80188589 73911140 208666512 212321289 X See Schedule O.The purpose of the Foundation is to enhance the quality of life in the seven-county greater Denver community by identifying and supporting programs in the areas of aging, child and family development, education, health and Jewish life. The Foundation promotes strategic philanthropy by engaging with donors to help them make thoughtful decisions to achieve their philanthropic goals. 0 0 10071585 8163311 Rose Foundation (EIN #84-0418124), a supporting organization of Rose Community Foundation, makes grants in five primary issue areas within the seven-county Denver community. See Schedule O. A total of $7,555,000 in unrestricted funds was awarded in 2016 as follows: AGING- $1,619,000 to support services for older adults, including transportation, direct services, and end-of-life care; CHILD & FAMILY DEVELOPMENT- $1,490,000 to support early childhood development and education, family self-sufficiency and related public policy efforts; EDUCATION- $1,493,000 to improve K-12 teacher quality and support systemic changes aimed at closing education achievement gaps; HEALTH- $1,998,000 to support access to care, cost-effectiveness in health care, health policy initiatives and primary prevention: JEWISH LIFE- $955,000 to help strengthen connections between individuals and the Jewish community, promote Jewish growth and learning, strengthen organizations and develop leaders. (For informational purposes only- activity is not included in the Rose Community Foundation Form 990). Rose Community Foundation (EN #84-0920862), an organization supported by Rose Foundation, had key program achievements in 2016 in three areas. DONOR DEVELOPMENT: Donors and aligned funders contributed $6,797,000 to the Foundation, eight new advised funds were established and 12 new planned gifts were made. FUND DISTRIBUTIONS: Donor's recommended grants totaled $2,734,000 to a broad range of community interests. ENDOWMENT SERVICES: The Foundation received $2,696,000 in contributions for new and existing permanent endowment and designated funds for local nonprofit organizations. The Foundation paid out $5,532,000 to local nonprofit organizations who have established permanent endowments and designated funds at the Foundation. 10071585 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Anne Garcia 3033987400 600 South Cherry Street 1200 Denver CO 80246 Jerrold L Glick Chair 1.00 1.00 X X 0 0 0 Rob Klugman Secretary 1.00 1.00 X X 0 0 0 Milroy A Alexander Trustee 1.00 1.00 X 0 0 0 Judy Altenberg Trustee 1.00 1.00 X 0 0 0 Jennifer Atler Fischer Trustee 1.00 1.00 X 0 0 0 Steven A Cohen Trustee 1.00 1.00 X 0 0 0 Lisa Reckler Cohn Trustee 1.00 1.00 X 0 0 0 Katherine Gold Trustee 1.00 1.00 X 0 0 0 William N Lindsay III Trustee 1.00 1.00 X 0 0 0 Brad Kornfeld Trustee 1.00 1.00 X 0 0 0 Monte Moses PhD Trustee 1.00 1.00 X 0 0 0 Kathy Neustadt Trustee 1.00 1.00 X 0 0 0 Jeannie Ritter Trustee 1.00 1.00 X 0 0 0 Lisa Robinson Trustee 1.00 1.00 X 0 0 0 Michael Touff Trustee 1.00 1.00 X 0 0 0 Brian Wilkinson Trustee 1.00 1.00 X 0 0 0 Sheila Bugdanowitz President & CEO 24.00 16.00 X 224101 94179 25469 Anne Garcia Treasurer, CFO & COO 24.00 16.00 X 117965 49575 19551 Elsa Holguin Program Officer 39.00 1.00 X 150913 0 17772 Lisa Farber Miller Program Officer 39.00 1.00 X 141062 0 18082 Mark Hockenberg Controller 1.00 39.00 X 0 120159 15040 Therese Ellery Program Officer 39.00 1.00 X 108532 0 15596 Carlos Martinez Exec Dir Latino Cmty Fdn of CO 1.00 39.00 X 0 105094 14882 742573 369007 126392 5 0 1 0 JP Morgan Chase Bank 370 17th Street Suite 3200 Denver CO 80202 Investment Management 234104 1 248978 3913 252891 3274492 -322922 3597414 522 522 1775760 0 1775760 1775760 61359 1714401 Other Income 900099 2000 2000 2000 5305665 0 -261563 5314337 8163311 8163311 373765 307347 66418 1183832 973465 210367 75452 62044 13408 149840 123213 26627 98737 81191 17546 13922 13922 348307 348307 88222 72545 15677 64267 52847 11420 180271 148237 32034 82456 67804 14652 25247 20761 4486 Communications expense 140241 115320 24921 Grants Refunded -116500 -116500 10871370 10071585 799785 0 -4696731 -10310637 1000 1000 172763218 181890728 120287614 114151338 500000 500000 288855101 286232429 2000 4329601 2824171 75858988 71084969 80188589 73911140 X 208666512 212321289 208666512 212321289 288855101 286232429 X -5565705 9219632 850 X 0 1 X 1 0 X X 1 Rose Community Foundation 840920862 7 1 862345 0 1 862345 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 10521063 10521063 676053 169013 0 0 749257 836918 700693 676053 2962921 4444382 205932 3892 209824 187314 209230 175173 169013 740730 1111095 5932 3892 9824 0 Other Equity Funds 114151338 F 114151338 Investment Held for Rose Community Foundation 71084969 71084969 X Part X, Line 2: The Foundation, including its non-profit supporting organizations, applies a more-likely-than-not measurement methodology to reflect the combined financial statement impact of uncertain tax positions taken or expected to be taken in a tax return. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of December 31, 2016 and 2015. If incurred, interest and penalties associated with tax positions are recorded in the period assessed as other operating expense. No interest or penalties have been assessed as of December 31, 2016 and 2015. Central America & the Caribbean 0 0 Investments 50535823 Europe 0 0 Investments 155 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Investments 1170375 0 0 0 0 0 0 51706353 0 51706353 1 0 1 1 1 0 1 101010 1822 West 33rd Avenue 103 Denver CO 80211 200332081 501(C)(3) 25000 Health Innovation Ability Connection Colorado 801 Yosemite Street Denver CO 80230 840420225 501(C)(3) 7750 Social Emotional Systems Adams County Youth Initiative 1500 E 128th Ave Thornton CO 80241 453139024 501(C)(3) 15000 Building A Culture of Continuous Improvement America Achieves 1460 Broadway 8th Floor New York NY 10036 273238471 501(C)(3) 15000 Colorado Educator Voice Fellowship Program American Civil Liberties Union of Colorado 303 East 17th Avenue Suite 350 Denver CO 80203 237028224 501(C)(3) 10050 General Operating Support Anti-Defamation League Mountain States Region 1120 Lincoln Street Suite 1301 Denver CO 80203 131818723 501(C)(3) 12830 General Operating Support Bal Swan Children's Center 1145 East 13th Avenue Broomfield CO 80020 840535171 501(C)(3) 5000 Connect4Learning Curriculum Boulder County CareConnect PO Box 11106 Boulder CO 80301 840769724 501(C)(3) 20000 Safety Net Services and Community Outreach Programs Bright By Three 3605 Martin Luther King Boulevard Denver CO 80206 841382420 501(C)(3) 30000 Impacting At-Risk Families Broomfield Early Childhood Council PO Box 573 Broomfield CO 80038 475423415 501(C)(3) 10000 General Operating Support Catholic Charities 4045 Pecos Street Denver CO 80211 840686679 501(C)(3) 20000 Senior Services Center for People with Disabilities 10351 Grant Street Unit 1 Denver CO 80229 840732497 501(C)(3) 9500 Beyond Vision Program Center for Teaching Quality 605 West Main Street Suite 207 Carrboro NC 27510 043606319 501(C)(3) 65000 Luminary Network Teacher Advisory Council Center for Work Education and Employment 1175 Osage Street Suite 300 Denver CO 80204 742202303 501(C)(3) 20000 Quality Employment Project Chalkbeat 1250 Broadway 30th Floor New York NY 10001 900915846 501(C)(3) 35024 Chalkbeat Colorado, General Operating Support Child Learning Center University of Colorado 2501 Kittredge Loop Road 409 UCB Boulder CO 80309 846000555 501(C)(3) 10000 Child Learning Center Children First of the Rockies PO Box 2174 Longmont CO 80502 841497910 501(C)(3) 5000 Parent Education Programs Children's Haven Child Care Center 2600 South Sheridan Boulevard Lakewood CO 80227 201857599 501(C)(3) 10600 Creative Curriculum Children's Hospital Colorado Foundation 13123 East 16th Avenue Box 045 Aurora CO 80045 840813462 501(C)(3) 210201 First 1,000 Days Initiative, General Operating Support Children's Outreach Project 8000 Pecos Street Denver CO 80221 840824956 501(C)(3) 10000 Professional Development and quality improvement Clayton Early Learning 3801 Martin Luther King Boulevard Denver CO 80205 840432238 501(C)(3) 10150 Alliance for Early Success, General Operating Support Coal Creek Meals on Wheels 455 North Burlington Avenue Suite B B Lafayette CO 80026 840634856 501(C)(3) 5000 Program Support Colorado Agency for Jewish Education (CAJE) 300 South Dahlia Street Suite 101 Denver CO 80246 840735278 501(C)(3) 44742 CAJE Jewish Explorers, General Operating Support Colorado Association of Funders PO Box 48149 Denver CO 80204 710947313 501(C)(3) 5523 General Operating Support, Membership Dues Colorado BioScience Institute 600 Grant Street Suite 306 Denver CO 80203 455030488 501(C)(3) 15000 Research Experience for Teachers (RET) Colorado Center on Law and Policy 789 Sherman Street Suite 300 Denver CO 80203 841264154 501(C)(3) 50158 Skills2Compete Colorado Coalition, General Operating Support Colorado Consumer Health Initiative 1580 Logan Street Suite 340 Denver CO 80203 841145452 501(C)(3) 220666 General Operating Support Colorado Criminal Justice Reform Coalition 1212 Mariposa Street Suite 6 Denver CO 80204 841449882 501(C)(3) 20000 Take Care Health Matters Program Colorado Cross-Disability Coalition 1385 South Colorado Blvd Suite 610-A Denver CO 80222 742564419 501(C)(3) 40000 A Chair at the Table Community Calendar Project Assessment and Retooling Colorado Department of Health Care Policy and Financing 1570 Grant Street Denver CO 80203 840644739 38199 Accountable Care Collaborative Colorado Department of Human Services - Colorado Commission on Aging 1575 Sherman Street 10th Floor Denver CO 80203 840644739 215000 Senior Source Colorado Digital Health 3001 Brighton Boulevard 208 Denver CO 80216 472330752 501(C)(3) 75000 Digital Health Innovation for Underserved Communities Colorado Disability Benefits Support Program 3532 Franklin Street Suite S Denver CO 80205 454570193 501(C)(3) 30000 Capacity Building and Sustainability Project Colorado Gerontological Society 1330 Leyden Street Suite 148 Denver CO 80220 742139782 501(C)(3) 30000 Medicare/Medicaid Benefits Counseling Colorado Health Institute 303 East 17th Avenue Suite 930 Denver CO 80203 743082235 501(C)(3) 300000 General Operating Support and Hot Issues In Healthcare Conference Colorado Immigrant Rights Coalition 2525 West Alameda Avenue Denver CO 80219 731675486 501(C)(3) 10100 General Operating Support Colorado Latino Leadership Advocacy & Research 4755 Paris Street Suite 300 Denver CO 80239 840562952 501(C)(3) 10000 General Operating Support Colorado Nonprofit Development Center 789 Sherman Street Suite 250 Denver CO 80203 841493585 501(C)(3) 731734 Boomer Leading Change, A+ Denver, Mile High Alliance, General Operating Support Colorado Regional Health Information Organization 4500 Cherry Creek South Drive Suite 820 Denver CO 80246 300558038 501(C)(3) 163875 Behavioral Health Information Exchange Pilot Project Colorado Youth for a Change 2490 West 26th Avenue Suite 110-A Denver CO 80211 202501002 501(C)(3) 35200 Futures Academy, General Operating Support Continuing Legal Education in Colorado 1900 Grant Street Ste 300 Denver CO 80203 840616041 501(C)(3) 8000 Senior Law Day Handbook 2016 Corporation for Supportive Housing 61 Broadway Suite 2300 New York NY 10006 133600232 501(C)(3) 40000 Housing to Health Initiative Council for a Strong America 1212 New York Avenue NW Suite 300 Washington DC 20005 133840271 501(C)(3) 15000 General Operating Support Council on Foundations 2121 Crystal Drive Suite 700 Arlington VA 22202 136068327 501(C)(3) 9600 Membership Dues Dental Aid 1285 Centaur Village Drive Suite 200 Lafayette CO 80026 840717588 501(C)(3) 41230 Boulder Valley School District Tele-Dentistry Denver Asset Building Coalition 360 Acoma Street Denver CO 80223 770646873 501(C)(3) 30000 General Operating Support Denver Children's Advocacy Center 2149 Federal Boulevard Denver CO 80211 841155873 501(C)(3) 5000 Head Start Onsite Mental Health Services Denver Early Childhood Council 3532 Franklin Street Suite F Denver CO 80205 273083665 501(C)(3) 20000 General Operating Support Denver Public Library Friends Foundation 10 West 14th Avenue Parkway Denver CO 80204 846036979 501(C)(3) 10000 Read Aloud Denver Public Schools Foundation 1860 Lincoln Street 9th Floor Denver CO 80203 841224325 501(C)(3) 85230 McGlone Academy Student and Family Support Program, McAuliffe International Schools - Innovation Management Developmental Pathways 325 Inverness Drive South Englewood CO 80112 840534643 501(C)(3) 10000 NICU Task Force Early Childhood Council Leadership Alliance 4891 Independence Street Suite 140 Wheat Ridge CO 80033 461020675 501(C)(3) 50000 General Operating Support Early Childhood Council of Boulder County 1285 Cimarron Drive Suite 201 Lafayette CO 80026 841359734 501(C)(3) 16000 General Operating Support Early Excellence Program of Denver 3580 Franklin Street Denver CO 80205 841468640 501(C)(3) 10000 Professional Development Early Milestones Colorado 165 Madison Street Denver CO 80206 471929974 501(C)(3) 103500 General Operating Support El Centro Humanitario Para Los Trabajadores 2260 California Street Denver CO 80205 030412235 501(C)(3) 25000 Women's Workforce Development and Employment Program Empower Schools 24 School Street 3rd Floor Boston MA 02108 463193990 501(C)(3) 150000 Luminary Learning Network Enterprise Community Partners 110 16th Street Suite 1310 Denver CO 80202 521231931 501(C)(3) 35000 Housing to Health Initiative Families First 2163 South Yosemite Street Denver CO 80231 840963358 501(C)(3) 10000 Parents As Teachers Program Family Resource Center Association 1888 Sherman Street Suite 100 Denver CO 80203 311599581 501(C)(3) 353000 General Operating Support Family Star 2246 Federal Boulevard Denver CO 80211 841114455 501(C)(3) 10000 Professional Development Family Tree 3805 Marshall Street Suite 10 Wheat Ridge CO 80033 840730973 501(C)(3) 20000 Housing and Family Stabilization Program Florence Crittenton Services of Colorado 96 South Zuni Street Denver CO 80223 840429686 501(C)(3) 30200 Two-Generation Support for Teen Families Friends of the Haven PO Box 102375 Denver CO 80250 205634004 501(C)(3) 10000 Professional Development Gay Lesbian Bisexual & Transgender Community 1301 East Colfax Avenue Denver CO 80218 840738879 501(C)(3) 56100 Capitol Hill Care Link - SAGE of the Rockies NORC, General Operating Support Generation Teach Inc 40 W 20th Street 7th Floor New York NY 10011 465126839 501(C)(3) 50000 Generation Teach Denver Program Grantmakers for Education 851 SW 6th Avenue Suite 350 Portland OR 97204 330919329 501(C)(3) 34000 Annual Conference, Annual Dues Grantmakers in Aging 2001 Jefferson Davis Highway Suite 504 Arlington VA 22202 134014982 501(C)(3) 8700 Capacity building for "Reframing Aging", Membership Dues Growing Home 3489 West 72nd Avenue Suite 110 Westminster CO 80030 841461503 501(C)(3) 10000 Early Childhood Initiatives Hillel of Colorado 2390 South Race Street Denver CO 80210 521758791 501(C)(3) 150000 Capacity building and Challenge Grant Honeymoon Israel 6070 Whitegate Crossing East Amherst NY 14051 471291052 501(C)(3) 100000 Colorado Program Support Hope Center 3400 Elizabeth Street Denver CO 80205 840564484 501(C)(3) 10000 Early Childhood Education Program Hope Street Group PO Box 53098 Washington DC 20009 450497577 501(C)(3) 10000 National Teacher Fellowship Program Hunger Free Colorado 1801 Williams Street Suite 200 Denver CO 80218 680551464 501(C)(3) 25000 Older Adult Nutrition Invest in Kids 1775 Sherman Street Suite 2075 Denver CO 80203 841455282 501(C)(3) 31500 The Incredible Years, General Operating Support Jeffco Public Schools 1829 Denver West Drive Building 27 Golden CO 80401 846002817 501(C)(3) 20000 Jeffco HIPPY Jefferson Center for Mental Health 4851 Independence Street Wheat Ridge CO 80033 840474717 501(C)(3) 10000 Early Intervention Services Jewish Family Service of Colorado 3201 South Tamarac Drive Suite 200 Denver CO 80231 840402701 501(C)(3) 210460 Senior Solutions Center Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 131624240 501(C)(3) 5000 Annual Membership Dues Judaism Your Way 600 Grant Street Suite 308 Denver CO 80203 460517841 501(C)(3) 99750 Building Organizational Strength, General Operating Support Kavod Senior Life 22 South Adams Street Denver CO 80209 840584939 501(C)(3) 70150 Building Capacity to Strengthen Kavod's Program Evaluation Laradon 5100 Lincoln Denver CO 80216 840412621 501(C)(3) 10000 Family, Infant and Toddler (FIT) Program Longmont Meals on Wheels 910 Longs Peak Avenue Longmont CO 80501 840590979 501(C)(3) 42015 Program Support Mapleton Public Schools 591 East 80th Avenue Denver CO 80229 846000817 501(C)(3) 70000 Academic Parent Teachers Teams, The Early Childhood Partnership of Adams County Meals on Wheels of Boulder 909 Arapahoe Avenue 121 Boulder CO 80302 840594180 501(C)(3) 50000 Program Support Mental Health Center of Denver 4141 E Dickenson Place Denver CO 80222 742499946 501(C)(3) 101600 Dahlia Campus for Health and Well-Being, General Operating Support Mental Health Colorado 1120 Lincoln Street Suite 1606 Denver CO 80203 840446365 501(C)(3) 185275 Public Policy and Strategic Initiatives, Research and Advocacy for Child and Adolescent Mental Health Metropolitan State University of Denver Foundation Campus Box 14 PO Box 173362 Denver CO 80217 840576459 501(C)(3) 10500 Family Literacy Program Mi Casa Resource Center 360 Acoma Street Denver CO 80223 840867773 501(C)(3) 20100 General Operating Support Mile High Early Learning 1780 Marion Street Denver CO 80218 840617972 501(C)(3) 45430 Babies Ready for College, Strategic Planning Mpowered 2009 Wadsworth Boulevard Suite 100 Denver CO 80214 841610093 501(C)(3) 15000 Financial Coaching for low income families New Horizons Preschool 1825 Upland Avenue Boulder CO 80304 840586417 501(C)(3) 5000 Parent Outreach Program OneTable 79 Madison Avenue New York NY 10016 464715368 501(C)(3) 115000 OneTable Colorado OUR Center 220 Collyer Street Longmont CO 80501 742448346 501(C)(3) 10000 Early Childhood Development and Professional Development Padres & Jovenes Unidos 3025 West 37th Avenue Suite 206 Denver CO 80211 841426652 501(C)(3) 24626 Transforming Innovation Schools through Parent Engagement in SW Denver Parent Possible 800 Grant Street Suite 200 Denver CO 80203 841169805 501(C)(3) 80000 Vroom in Colorado, General Operating Support Parent Teacher Home Visit Project 2411 15th Street Suite A Sacramento CA 95818 510477445 501(C)(3) 50000 Colorado HUB Strategic Expansion Policy Matters LLC 11630 Zenobia Court Westminster CO 80031 453517437 501(C)(3) 20001 State-level legislative monitoring services Project Angel Heart 4950 Washington Street Denver CO 80216 841199481 501(C)(3) 66400 Program Support Public Education & Business Coalition 600 Grant Street Suite 525 Denver CO 80203 742357262 501(C)(3) 100070 A Partnership to Impact Teaching and Student Learning in Colorado Qualistar Colorado 3607 Martin Luther King Boulevard Denver CO 80205 840685056 501(C)(3) 30025 General Operating Support Reach Out and Read Colorado 1660 South Albion Street Suite 905 Denver CO 80222 861172160 501(C)(3) 8000 General Operating Support Red Rocks Community College Foundation 13300 West Sixth Avenue Box 1 Lakewood CO 80228 841139105 501(C)(3) 10000 ECE Workforce Diversification Project Rocky Mountain Jewish Historical Society and Beck Archives 2000 East Asbury Avenue Sturm Hall 157 Denver CO 80208 840404231 501(C)(3) 5150 General Operating Support Rocky Mountain Preparatory School 7808 Cherry Creek South Drive Bldg 3 Suite 301 Denver CO 80231 451203094 501(C)(3) 100000 Support for charter and district schools to work in partnership to develop teaching fellowship programs. Rose Foundation 600 South Cherry Street Suite 1200 Denver CO 80246 840418124 501(C)(3) 46625 Case study on two schools (Kepner Beacon and the LLN), Article on Early Milestones, Advocacy Groups Seniors' Resource Center 3227 Chase Street Denver CO 80212 840877538 501(C)(3) 230250 Serving Older Adults with VItal Programs Sewall Child Development Center 940 Fillmore Street Denver CO 80206 840413241 501(C)(3) 7500 Early childhood professional development Spring Institute for Intercultural Learning 1373 Grant Street Denver CO 80203 840788093 501(C)(3) 10000 General Operating Support Steadman Group LLC 1621 Elm Street Denver CO 80220 800653280 501(C)(3) 6000 Technical Assistance and Coordination STRIVE Preparatory Schools 2480 West 26th Avnue Suite B-360 Denver CO 80211 202562193 501(C)(3) 99800 General Operating Support Teach for America 1391 Speer Boulevard Suite 710 Denver CO 80204 133541913 501(C)(3) 51250 Colorado Diversity Initiative, General Operating Support Teach Plus 27-43 Wormwood Street Suite 410 Boston MA 02210 263849472 501(C)(3) 200000 Colorado Teaching Policy Fellowship The Aspen Institute 1000 North Third Street Aspen CO 81611 840399006 501(C)(3) 25000 Ascend The Center for African American Health 3601 Martin Luther King Boulevard Denver CO 80205 841477546 501(C)(3) 55050 Home Visitation Planning Grant, General Operating Support The Center Trauma & Resilience PO Box 18975 Denver CO 80218 742458153 501(C)(3) 10000 Elder Program The Colorado Prevention Center 13199 East Montview Boulevard Suite 200 Aurora CO 80045 841122993 501(C)(3) 23000 Community health sustainability The Denver Foundation 55 Madison Street 8th Floor Denver CO 80206 846048381 501(C)(3) 15365 Make Your Mark, General Operating Support The Gathering Place 1535 High Street Denver CO 80218 841021059 501(C)(3) 5659 The Denver Women's Collaborative The Orthodox Union (East Coast) 11 Broadway New York NY 10004 135623717 501(C)(3) 90000 NCSY Denver Chapter The Senior Hub 2360 W 90th Avenue Federal Heights CO 80260 742412032 501(C)(3) 170000 Program support There With Care 2825 Wilderness Place Suite 100 Boulder CO 80301 680606330 501(C)(3) 5000 General Operating Support TLC Learning Center 611 Korte Parkway Longmont CO 80501 840523717 501(C)(3) 15000 Mental Health Training and Capacity Building TLC Meals on Wheels PO Box 3108 Centennial CO 80161 840617651 501(C)(3) 20250 Program Support Together Colorado 1980 Dahlia Street Denver CO 80220 840753677 501(C)(3) 50000 Parent organizing, General Operating Support TSNE MissionWorks 89 South Street Suite 700 Boston MA 02111 042261109 501(C)(3) 35000 Tools of the Mind, Early Childhood Funders Collaborative University of Colorado Foundation 1800 Grant Street Suite 725 Denver CO 80203 846049811 501(C)(3) 49800 Center for Practice Engaged Education Research, Pregnancy and Parenting Partners Program University of Denver 2199 South University Boulevard Denver CO 80208 840404231 501(C)(3) 15100 Knoebel Institute for Healthy Aging Volunteers of America Colorado Branch 2660 Larimer Street Denver CO 80205 840430995 501(C)(3) 132500 Program Support Warren Village 1323 Gilpin Street Denver CO 80218 840644270 501(C)(3) 40750 Warren Village Self-Sufficiency Program Work Options for Women 1200 Federal Boulevard Denver CO 80204 841364292 501(C)(3) 10000 Work Options for Women Culinary Job Skills Training Program WorkLife Partnership 99 Inca Street Denver CO 80223 471331690 501(C)(3) 20000 WorkLife Partnership General Operating Support YWCA Boulder County 2222 14th Street Boulder CO 80302 840500276 501(C)(3) 15000 Children's Alley and Parenting Services Program 131 2 Part I, Line 2: In order to monitor the use of grant funds, the Foundation may require interim and/or final reports to be submitted by the grantee, has frequent communication with the grantee organizations, and in some instances will do site visits if deemed necessary. 0 0 0 0 0 0 0 0 0 Sheila Bugdanowitz President & CEO 224101 94179 0 0 0 0 12128 5097 5805 2439 242034 101715 0 0 Anne Garcia Treasurer, CFO & COO 117965 49575 0 0 0 0 7800 3278 5966 2507 131731 55360 0 0 Elsa Holguin Program Officer 150913 0 0 0 0 0 9331 0 8441 0 168685 0 0 0 Lisa Farber Miller Program Officer 141062 0 0 0 0 0 9645 0 8437 0 159144 0 0 0 Form 990, Part VI, Section A, line 6 The sole member of Rose Foundation is Rose Community Foundation. Rose Community Foundation has the power to elect all members of the governing board of Rose Foundation. Furthermore, Rose Community Foundation must approve many of the significant decisions of Rose Foundation and, upon dissolution of Rose Foundation, all remaining assets are transferred to Rose Community Foundation. Form 990, Part VI, Section A, line 7a Rose Community Foundation elects, or re-elects, all trustees of Rose Foundation at an annual meeting. Form 990, Part VI, Section A, line 7b Any of the following actions taken by the board of trustees of Rose Foundation require prior approval of Rose Community Foundation: election or removal of trustees; election or removal of the corporation's president and CEO; amendment of the articles of incorporation; amendment of the bylaws; approval of capital and operating budgets; borrowing money or making any material financial commitment not contemplated by the annual capital or operating budget; disposition of all, or substantially all, of the assets of the corporation or any merger of the corporation into or with another corporation; organization or creation of a subsidiary profit or nonprofit corporation and any amendments to its articles of incorporation or bylaws; and policies or commitments designed to coordinate the activities of the corporation with other entities. Form 990, Part VI, Section B, line 11b The Foundation's Form 990 is prepared by an independent CPA firm and the Foundation conducts a thorough review of the return prior to being filed with the IRS. The CFO and staff perform a detail review of all amounts and disclosures in the return and then present an overview of the return to the President and CEO and the Audit Committee. The return will be amended if any changes are deemed necessary as a result of this process. Form 990, Part VI, Section B, line 12c A detailed, written description of each conflict of interest and the procedures followed to clear the conflict are provided annually to the Audit Committee for review. On an annual basis, the Audit Committee makes a report to the Board of Trustees with respect to all then current and material actual or potential conflicts of interest known to them and of any actions that have been taken or that they recommend be taken to ensure compliance with this policy. Form 990, Part VI, Section B, line 15a On an annual basis, the Chief Financial & Operating Officer and Audit Committee meet to discuss the compensation and performance of the Foundation's President and CEO. During this meeting, the Chair of the Board of Trustees presents his/her assessment of the President and CEO's performance as compared to the goals and objectives that were established at the beginning of the year. Based on the conclusions of this assessment, along with comparative salary info on both a local and national level from both formal and informal surveys, the Audit Committee recommends a salary level to be taken to the Board of Trustees for approval. Form 990, Part VI, Section C, line 19 The Foundation's Conflict of Interest Policy, Form 990, and financial statements are available upon request as well as posted on the Foundation's website at www.rcfdenver.org. Form 990, Part XI, line 9: Other Changes in Net Assets 850. Rose Foundation Holdings LLC 600 S Cherry Street Suite 1200 Denver CO 80246 841376698 Real Estate CO 0 20000 Rose Foundation Rose Foundation TOD LLC 600 S Cherry Street Suite 1200 denver CO 80246 271358730 Lending funds to facilitate the acquisition of transit oriented properties CO 6622 538195 Rose Foundation Rose Community Foundation 600 S Cherry Street Suite 1200 Denver CO 80246 840920862 Grantmaking CO 501(c)(3) Line 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 Rose Community Foundation B 862345 FMV Rose Community Foundation C 248978 FMV