2024-11-08T11:14:55-08:00 2023-12-31 942590179 Maze & Associates 3478 Buskirk Ave Ste 217 Pleasant Hill CA 94523 990 2023-01-01 943179772 THE ROSE FOUNDATION FOR COMMUNITIES THE ENVIRONMENT ROSE 5106580702 201 4TH STREET SUITE 102 OAKLAND CA 94607 ANGELA AIKO PANDORF INTERIM EXEC. DIR. 2024-11-08 true true VIKKI C RODRIGUEZ P00685455 9252282800 2023 2024-10-15 13:58:12Z ANGELA AIKO PANDORF 10710496 false X WWW.ROSEFDN.ORG X 1992 CA TO SUPPORT GRASSROOTS INITIATIVES TO INSPIRE COMMUNITY ACTION TO PROTECT THE ENVIRONMENT, CONSUMERS, AND PUBLIC HEALTH. 13 11 41 50 0 5711882 10073178 0 213849 636283 12754 1035 5938485 10710496 5561151 8087650 0 1395494 1844050 0 504843 435260 576587 7391905 10508287 -1453420 202209 28969524 26172801 25735702 25366512 3233822 806289 TO SUPPORT GRASSROOTS INITIATIVES TO INSPIRE COMMUNITY ACTION TO PROTECT THE ENVIRONMENT, CONSUMERS, AND PUBLIC HEALTH. false false 8162356 8861328 THE ROSE FOUNDATION ENVISIONS A FUTURE WHERE NATURE IS PROTECTED, PEOPLES RIGHTS ARE ENSURED, AND ENVIRONMENTAL JUSTICE IS ADVANCED, AND WHERE THESE THREE VALUES ARE DEEPLY INTERCONNECTED. TO ACHIEVE OUR VISION, WE SUPPORT COMMUNITY-BASED INITIATIVES THAT HELP BUILD A WORLD IN WHICH INDIVIDUALS, ORGANIZATIONS, AND COMMUNITIES ARE EMPOWERED TO PROMOTE STEWARDSHIP OF NATURE, INSPIRE PEOPLE TO TAKE ACTION, AND HOLD GOVERNMENT AND CORPORATIONS ACCOUNTABLE. ROSES GRANTMAKING PROGRAMS BUILD BRIDGES BETWEEN COMMUNITY MEMBERS EXPERTISE, COMMITMENT AND ENERGY, AND A VARIETY OF FUNDING SOURCES INCLUDING COLLEAGUE FOUNDATIONS, COURT-ORDERED MITIGATION PAYMENTS, GOVERNMENTAL PARTNERS, AND INDIVIDUAL DONORS IN ORDER TO HELP BUILD A JUST AND SUSTAINABLE FUTURE FOR OUR CHILDREN, AND OUR CHILDRENS CHILDREN. 550368 404416 THE ROSE FOUNDATION FOCUSES SPECIAL ATTENTION TOWARDS BUILDING THE GRASSROOTS BASE OF THE CONSERVATION AND ENVIRONMENTAL JUSTICE MOVEMENTS, AND HAS BUILT A FAMILY OF GRASSROOTS FUNDS WHICH HELP VERY SMALL AND EMERGING CHARITIES WITH SEED FUNDING AND TRAINING. MOST OF OUR GRASSROOTS GRANTEES ARE TOO SMALL, TOO NEW AND TOO REMOTE TO SECURE FUNDING FROM LARGER FOUNDATIONS. BUT THE GRASSROOTS ACTIVISTS SUPPORTED BY OUR GRASSROOTS FUNDS ARE A BIG PART OF THE PEOPLE POWER NEEDED TO SECURE BIG WINS FOR CONSERVATION, COMMUNITY EQUITY AND RESILIENCE, AND SOCIAL JUSTICE. 463495 NEW VOICES ARE RISING WORKS WITH SAN FRANCISCO EAST BAY HIGH SCHOOL STUDENTS FROM LOW-INCOME COMMUNITIES AND COMMUNITIES OF COLOR THAT SUFFER DISPROPORTIONATELY FROM TOXIC POLLUTION AND RELATED ILLNESS. THE NEW VOICES PROGRAM BUILDS OUR STUDENTS CONFIDENCE, DEVELOPS THEIR LEADERSHIP AND ANALYTICAL SKILLS, TEACHES THEM ACTIVIST SKILLS, AND TRAINS THEM TO LEAD THEIR GENERATIONS FIGHT FOR ENVIRONMENTAL JUSTICE, CLIMATE PROTECTION AND COMMUNITY RESILIENCE. PROGRAM COMPONENTS INCLUDE A SUMMER LEADERSHIP ACADEMY, SCHOOL TERM FELLOWSHIPS, INTERNSHIPS WITH CLIMATE JUSTICE NON-PROFITS AND BUSINESSES, AND FIELD TRIPS TO EXPLORE ENVIRONMENTAL CAREERS AND VOLUNTEER OPTIONS. 9176219 true true false true false true false false false true false false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 54 0 true 41 true false false false false true true false false 0 false false false false false false false X 13 11 true false false false false false false true true false false true true true true true true true true false CA X X X ANGELA AIKO PANDORF 5106580702 201 4TH STREET SUITE 102 OAKLAND CA 94607 TIM LITTLE Secretary 40.00 0.00 X 172671 0 29185 JILL RATNER PRESIDENT 20.00 0.00 X X 48609 0 4810 KEVIN HENDRICK Vice President 1.00 0.00 X X 0 0 0 AMY LYONS Treasurer VP 1.00 0.00 X X 0 0 0 MARYBELLE NZEGWU Director 1.00 0.00 X 0 0 0 VERONICA EADY DIRECTOR 1.00 0.00 X 0 0 0 ELLEN HAUSKENS DIRECTOR 1.00 0.00 X 0 0 0 DAVID MICHELFELDER DIRECTOR 1.00 0.00 X 0 0 0 CINDY TSAI SCHULTZ DIRECTOR 1.00 0.00 X 0 0 0 PAM FUJITA-YUHAS DIRECTOR 1.00 0.00 X 0 0 0 WILLARD BROWN Director 1.00 0.00 X 0 0 0 LAURA FERNANDEZ Director 1.00 0.00 X 0 0 0 CARLOS ZAMBRANO Director 1.00 0.00 X 0 0 0 221280 33995 1 false true false 0 6353 321091 9745734 10073178 0 636283 636283 0 0 0 0 0 0 0 OTHER INCOME 1035 1035 RETURN OF NET FUNDS 1035 10710496 637318 8087650 8087650 0 0 0 255275 107216 97004 51055 0 1221334 547397 436885 237052 0 252950 74610 124719 53621 114491 53531 39508 21452 0 0 0 0 0 0 280135 146648 43622 89865 0 47623 32259 10749 4615 7766 3553 2585 1628 0 132590 60983 45057 26550 31388 25052 5229 1107 0 0 0 0 11774 5416 4003 2355 6076 2795 2066 1215 Printing and Publications 15665 6750 7004 1911 TRAINING 13892 13892 DUES, SUBSCRIPT., & PROF. DEV. 10879 4717 3561 2601 EVENT EXPENSES 10375 1804 8571 8424 3750 3429 1245 10508287 9176219 827225 504843 20343657 17462184 0 105171 83937 375000 0 0 0 0 19310 14852 0 7517906 7386681 369412 354927 0 0 614068 495220 28969524 26172801 16923 64413 2450755 2824679 22559491 21846021 708533 631399 25735702 25366512 X -274879 64462 3508701 741827 3233822 806289 28969524 26172801 202209 262229 -24668 -2867303 X false true X true false X 4978659 6070539 9025111 5711882 8908014 34694205 0 0 4978659 6070539 9025111 5711882 8908014 34694205 2378336 32315869 289954 242155 160518 213849 413826 1320302 19000 12719 12000 43719 0 36058226 0.89620 0.88080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 416094 416094 624141 632 632 104024 104024 156036 134 134 8 817808 6226173 624510 1269290 86094 true true 18590 1000 4593 1488 22695 25886 -4846 2450 18590 21660 5226 1000 25886 17696 3964 21660 15338 4358 2000 17696 false false false CERTIFICATES OF DEPOSIT 64227 C ACCRUED EXPENSES 105902 RIGHT OF USE LIABILITY 525497 631399 10948057 262229 -24668 237561 10710496 10710496 10508287 10508287 10508287 Part V, Line 4: Intended uses of the endowment fund. PART V, LINE 4 INTENDED USES FOR ENDOWMENT FUNDSOUR PERMANENTLY RESTRICTED FUNDS SUPPORT THE ANTHONY GRASSROOTS ENVIRONMENTAL PRIZE WHICH RECOGNIZES AN OUTSTANDING EXAMPLE OF GRASSROOTS ENVIRONMENTAL ACTIVISM IN CALIFORNIA OVER THE PREVIOUS YEAR WITH A $2,000 CASH AWARD. true GRANTS TO ORGANIZATIONS REFER TO PDF SCHEDULE I OAKLAND CA 94607 7935059 0 171 0 Grantmaker's Description of How Grants are Used PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDSALL GRANT APPLICANTS MUST PROVIDE A FULL NARRATIVE DESCRIPTION OF THEIR PROPOSED PROJECT, DESCRIPTION OF THEIR PROPOSED PROJECT, DESCRIPTION OF STAFF ASSIGNED TO THE PROJECT, PROOF OF NON-PROFIT STATUS, DETAILED FINANCIAL AND ORGANIZATIONAL INFORMATION, AND THEIR EVALUATION PROCESS INCLUDING QUANTITATIVE BENCHMARKS AS APPROPRIATE. ALL GRANTS AWARDED BY THE ROSE FOUNDATION ARE GOVERNED BY CONTRACTS. AMONG OTHER PROVISIONS, THESE CONTRACTS REQUIRE A NARRATIVE AND FINANCIAL REPORT AT LEAST ANNUALLY UNTIL ALL GRANT FUNDS ARE EXHAUSTED, AND GRANTEES ARE REQUIRED TO OPEN THEIR BOOKS TO THE ROSE FOUNDATION AT ANY TIME UPON THE FOUNDATIONS REQUEST. FOUNDATION STAFF ALSO MAINTAIN CONTACT WITH GRANTEES THROUGHOUT THE YEAR BY TELEPHONE, EMAIL AND REGULAR MAIL. THROUGH THESE ACCOUNTABILITY MECHANISMS, THE ROSE FOUNDATION IS ABLE TO ENSURE THAT GRANT FUNDS ARE PROPERLY EXPENDED. IF, IN THE ROSE FOUNDATIONS SOLE JUDGMENT, GRANT FUNDS WERE NOT PROPERLY EXPENDED, UNDER OUR GRANT CONTRACTS, WE RETAIN THE RIGHT TO REQUIRE UP TO A FULL REFUND OF THE GRANT. X X X X X false false false false false false false false false TIM LITTLE Secretary 172671 13915 15270 201856 KEVIN HENDRICK VICE PRESIDENT INDEPENDENT CONTRACT false Schedule L, Part V Supplemental Information SCHEDULE L, PART V ADDITIONAL INFORMATIONJILL RATNER, PRESIDENT, AND TIM LITTLE, EXECUTIVE DIRECTOR, THE CO-FOUNDERS OF THE ORGANIZATION, ARE MARRIED, AND APPLY THEIR COMBINED 75 YEARS OF EXPERIENCE IN ENVIRONMENTAL CONSERVATION, SOCIAL JUSTICE AND NON-PROFIT MANAGEMENT IN THEIR LEADERSHIP OF THE ORGANIZATION. THEY HAVE BEEN THE PRIMARY AGENTS IN BUILDING THE FOUNDATIONS GRANTMAKING, AND EDUCATIONAL PROGRAMS, AND HAVE BEEN RECOGNIZED FOR THEIR COMMUNITY SERVICE AND ACCOMPLISHMENTS BY NUMEROUS GOVERNMENTAL, NON-PROFIT AND EDUCATIONAL INSTITUTIONS INCLUDING STANFORD UNIVERSITY, THE UNIVERSITY OF CALIFORNIA, THE CITY OF LOS ANGELES, THE SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT, THE CALIFORNIA COASTAL COMMISSION, AND THE SIERRA CLUB. IN ADDITION TO HER DUTIES AS PRESIDENT, MS. RATNER LEADS THE FOUNDATION'S NEW VOICES ARE RISING YOUTH PROGRAM, PROVIDING LEADERSHIP TRAINING AND DYNAMIC OPPORTUNITIES FOR CIVIC ENGAGEMENT AND COMMUNITY ENHANCEMENT TO AT RISK EAST SF BAY YOUTH IN PARTNERSHIP WITH NUMEROUS COMMUNITY ORGANIZATIONS, GOVERNMENTAL AGENCIES AND THE OAKLAND UNIFIED SCHOOL DISTRICT SHE IS ALSO THE AUTHOR OF THE FOUNDATIONS ACTION: ON THE HEADWATERS FOREST PUBLICATION SERIES WHICH IS CREDITED WITH HELPING TO CATALYZE THE ESTABLISHMENT OF NORTHERN CALIFORNIAS HEADWATERS FOREST RESERVE. IN ADDITION TO HIS DUTIES AS CHIEF EXECUTIVE OFFICER, MR. LITTLE IS THE FOUNDATIONS PRIMARY GRANTS OFFICER. HE HAS DEVELOPED A FAMILY OF GRANTMAKING FUNDS WHICH CUMULATIVELY AWARD OVER $5 MILLION PER YEAR, AND HAS DEVELOPED AN INNOVATIVE SUPPLEMENTAL ENVIRONMENTAL PROJECT MODEL WHICH PARTNERS WITH NON-PROFIT ORGANIZATIONS AND GOVERNMENTAL REGULATORS TO STEER POLLUTION MITIGATION PAYMENTS AND CY PRES AWARDS TOWARDS COMMUNITY-BASED STEWARDSHIP, SUSTAINABILITY EQUITY AND JUSTICE PROJECTS. IN ADDITION TO GRANTMAKING, HE IS RECOGNIZED BY THE GOVERNMENTAL ACCOUNTABILITY OFFICE AS AN EXPERT IN CORPORATE ENVIRONMENTAL LIABILITY DISCLOSURE AND IS THE AUTHOR OF THE FOUNDATIONS ACCLAIMED ENVIRONMENTAL FIDUCIARY PUBLICATION SERIES WHICH EXAMINES AND DOCUMENTS THE PRUDENCE OF CONSIDERING ENVIRONMENTAL FACTORS IN INVESTMENT PORTFOLIO MANAGEMENT. Form 990, Part VI, Section A, Line 2 JILL RATNER, PRESIDENT, AND TIM LITTLE, EXECUTIVE DIRECTOR, ARE MARRIED. Form 990, Part VI, Section B, Line 11b THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 BY E-MAIL PRIOR TO FILING. THE BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM AND PROVIDE FEEDBACK. Form 990, Part VI, Section B, Line 12c THE AUDIT COMMITTEE SHALL ANNUALLY REPORT TO THE BOARD ON ANY INSTANCES OF CONFLICT OF INTEREST DISCLOSURE AND ANY ACTIONS TAKEN AS A RESULT. ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE ROSE FOUNDATION'S COMPLIANCE OFFICER, WHO ALSO CHAIRS THE FOUNDATIONS AUDIT COMMITTEE. THE AUDIT COMMITTEE CHAIR REPORTS TO THE ROSE FOUNDATION BOARD ANNUALLY ON THE STATUS OF ALL INTERNAL CONTROLS, INCLUDING IMPLEMENTATION OF CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES. Form 990, Part VI, Section B, Line 15a ROSE FOUNDATIONS COMPENSATION POLICY FOR THE EXECUTIVE DIRECTOR OR ANY OTHER OFFICER REQUIRES THAT A COMPREHENSIVE SURVEY OF SALARY COMPS IS PREPARED FOR, AND REVIEWED BY, THE PERSONNEL COMMITTEE. ALL COMPENSATION ISSUES RELATED TO THE EXECUTIVE DIRECTOR OR OTHER OFFICERS RECEIVE AN INTERESTED DIRECTOR LEVEL OF SCRUTINY AND MUST BE APPROVED BY DISINTERESTED PERSONS ON THE BOARD. COMPENSATION FOR OTHER TOP MANAGEMENT OR KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR, AND POLICY REQUIRES CONSIDERATION OF A COMPREHENSIVE SURVEY OF APPLICABLE SALARY COMPS. DETAILED COMPENSATION RECORDS ARE MAINTAINED ON ALL EMPLOYEES AND DIRECTORS, AND THESE RECORDS ARE KEPT FOR SEVERAL YEARS AS DESCRIBED IN THE DOCUMENT RETENTION POLICY. Form 990, Part VI, Section B, Line 15b ROSE FOUNDATIONS COMPENSATION POLICY FOR THE EXECUTIVE DIRECTOR OR ANY OTHER OFFICER REQUIRES THAT A COMPREHENSIVE SURVEY OF SALARY COMPS IS PREPARED FOR, AND REVIEWED BY, THE PERSONNEL COMMITTEE. ALL COMPENSATION ISSUES RELATED TO THE EXECUTIVE DIRECTOR OR OTHER OFFICERS RECEIVE AN INTERESTED DIRECTOR LEVEL OF SCRUTINY AND MUST BE APPROVED BY DISINTERESTED PERSONS ON THE BOARD. COMPENSATION FOR OTHER TOP MANAGEMENT OR KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR, AND POLICY REQUIRES CONSIDERATION OF A COMPREHENSIVE SURVEY OF APPLICABLE SALARY COMPS. DETAILED COMPENSATION RECORDS ARE MAINTAINED ON ALL EMPLOYEES AND DIRECTORS, AND THESE RECORDS ARE KEPT FOR SEVERAL YEARS AS DESCRIBED IN THE DOCUMENT RETENTION POLICY. Form 990, Part VI, Section C, Line 19 AUDITS AND FORM 990 FILINGS ARE AVAILABLE ON OUR WEBSITE. OUR FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. ALL OTHER GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE BY REQUEST. FORM 990, PART VI - ADDITIONAL INFORMATION JILL RATNER, PRESIDENT, AND TIM LITTLE, EXECUTIVE DIRECTOR, ARE MARRIED. FORM 990, PART VI, LINE 2 - RELATED PARTY INFORMATION AMONG OFFICERS JILL RATNER TIM LITTLEPRESIDENT EXEC. DIR.SEE ADDITIONAL INFORMATION