2013 annual report - rubinbrownfinancial statements rubinbrown charitable foundation 2013 annual...

2013 Annual Report

September 30, 2013

Annual Letter from the Trustees

The RubinBrown Charitable Foundation enables RubinBrown team members and friends to make a positive impact in our communities through contributions and taking part in fundraising activities. It’s easy to support the Foundation and experience core values of Teamwork, Devotion to our Community and Profession, and Having Fun! We would like to take this opportunity to thank you for your great generosity. Together, we have been able to distribute over $120,000 to more than forty deserving organizations since the Foundation’s inception.

A list of donors from July 1, 2012 to August 31, 2013 is included in the annual report. We truly appreciate each and every contribution. Thanks to your support, we are pleased to announce that the Foundation has accumulated $652,463 in assets as of August 31, 2013.

Every donation received helps the Foundation meet our objectives:

• Improve public education by supporting programs that further public education in the Denver, Kansas City and Saint Louis regions.

• Support organizations that improve the infrastructure of the Denver, Kansas City and Saint Louis regions.

• Provide support to programs encouraging minorities to enter the public accounting profession.

• Support entrepreneurism in the Denver, Kansas City and Saint Louis regions.

In June 2013, the Foundation was excited to distribute gifts totaling $29,750 to twenty organizations. We are proud to be in our third year of a 5-year commitment to the Saint Louis Zoo Foundation and the first year of a 2-year commitment to the Urban League. Every organization is carefully selected to ensure its mission coincides with one or more of the Foundation objectives.

Special thanks to the Community Service Committee for hosting very successful events in Denver, Kansas City and Saint Louis to support the Foundation! The CSC contributed more than $5,000 this year through events like RubinBrown’s Run For the Town in Saint Louis, Denver’s Casino Night and the Annual Barbecue in Kansas City. Please join them at their next event! We would also like to acknowledge RubinBrown LLP for its match of contributions from June 2013 through August 2013 totaling $18,479.

Please continue to remember the RubinBrown Charitable Foundation in your giving plans!

Sincerely,

Jim Castellano, Trustee Judy Murphy, Trustee Steve Hays, Trustee

Financial Statements

page 2RubinBrown CHARITABLE FOUNDATION 2013 Annual Report

Statement Of Financial Position

August 31, 2013 June 30, 2013 June 30, 2012

Assets

Cash and cash equivalents $441 $16,101 $7,322

Receivables - RubinBrown match 8,479 — —

Investments 643,543 605,588 500,371

Total Assets $652,463 $621,689 $507,693

Liabilities And Net Assets

Unrestricted net assets $652,463 $621,689 $507,693

Total Liabilities And Net Assets $652,463 $621,689 $507,693

Statement Of Activities

Fiscal For The For The

Year-To-Date Year Ended Year Ended

August 31, 2013 June 30, 2013 June 30, 2012

Revenues

Contributions - team members and others $15,841 $61,573 $47,020)

Contributions - RubinBrown 8,479 28,005 19,377)

Interest and dividend income 2,273 14,964 15,426)

Net gains (losses) on investments 4,181 39,404 (1,182)

Total Revenues 30,774 143,946 80,641)

Expenses

Contributions — 29,750 23,000)

Other expenses — 200 576)

Total Expenses — 29,950 23,576)

Increase In Unrestricted Net Assets 30,774 113,996 57,065)

Unrestricted Net Assets - Beginning Of Period 621,689 507,693 450,628)

Unrestricted Net Assets - End Of Period $652,463 $621,689 $507,693)

Grant Recipients


Improve public education by supporting programs that further public education in the Denver, Kansas City and Saint Louis regions.

Denver Kids, Inc. exists to support Denver Public School (DPS) students, grades K-12, who face the personal challenges of higher risk environments, to successfully complete high school, pursue a post-secondary option and become contributing members of the community.

The Hope Center is a community development organization in the Kansas City area that is working to renew the impoverished east side community where they live and serve. The Hope Leadership Academy is one of Hope Center’s many programs. The mission of the Academy is to provide a world-class neighborhood school whose students thrive in a culture of academic excellence, character development, and caring relationships. Hope Leadership Academy aims to develop in its students’ mastery of a rigorous and authentic core curriculum, outstanding leadership skills including a dedication to serving their community, extraordinary critical thinking ability, and a passion for lifelong learning.

The mission of College Bound is to provide promising high school students from under-resourced backgrounds in the Saint Louis area with the academic enrichment, social supports and life skills needed to apply, matriculate and succeed in four-year colleges. The organization has grown to serve a projected 1,700 students (2012-13 school year) and their families through a variety of programs, including full scale implementation to 9th graders in four partner schools, and a comprehensive program that begins in 10th grade and serves students until they graduate from college. College Bound students come from 39 area high schools and are attending 70 colleges and universities nationwide.

KidSmart’s mission is to ensure that children and their classrooms in the Greater Metropolitan Saint Louis Area have the basic tools for learning by transferring, at no cost, the community’s surplus supplies and merchandise into the hands of teachers for school children in need.

Provident, Inc. provides mental health counseling, case management and 24/7 telephone support for adults and children who deal with mental health disorders, addictions, gambling, domestic violence, reentering the community after incarceration, and anger management. Children in seven urban elementary schools can benefit from Provident’s After School programs that provide tutoring, mentoring, and enriching activities. Dedicated after-school directors and staff are passionate about providing the best possible experiences to young children in order to teach them life skills and broaden their horizons.

UrbanFUTURE is dedicated to success of urban youth through literacy, academic growth, character formation, parental involvement, and career preparation. UrbanFUTURE provides mentoring, tutoring, and enrichment programs for students to help them reach their full potential. The organization’s vision is to help urban youth and their parents see and believe in future career opportunities.

The mission of Opera Theatre of Saint Louis is to create productions of the highest quality, strengthen the cultural and economic vitality of our region, and to build passion, support and appreciation for opera and Opera Theatre of Saint Louis. This organization strives to communicate the richness and power of live opera to audiences of all ages and backgrounds. Its education and community outreach programs have reached thousands of children in Saint Louis public schools.

Grant Recipients


Support organizations that improve the infrastructure of the Denver, Kansas City and Saint Louis regions.

With an extensive program array, Bridging the Gap fulfills its mission to make the Kansas City region sustainable by connecting environment, economy and community. It educates citizens, businesses and governments about the impact their decisions have on our environment, and helps them follow through with direct action to make our world, region and community green, healthy and sustainable.

Since 1976, Family Tree has provided a broad range of services and shelter to families and youth of metropolitan Denver to overcome child abuse, domestic violence and homelessness and helped them become safe, strong and self-reliant. Last fiscal year, Family Tree Gemini provided 4,187 nights of safe shelter to 201 youth, including 108 runaway and homeless youth.

The Saint Louis Zoo Foundation provides direct financial support and administers fundraising campaigns for the Saint Louis Zoo. The zoo’s mission is to conserve animals and their habitats through animal management, research, recreation, and educational programs that encourage the support and enrich the experience of the public.

Trailnet, Inc.’s mission is to lead in fostering healthy and active living communities through innovative programs, planning and policy that promote walking and bicycling throughout the Saint Louis bi-state region. Examples of Trailnet programs are Routes to Schools, Bicycle Fun Club Rides, Trailnet on Tap, Livable Saint Louis Conference and Community Master Plans.

Laumeier Sculpture Park is a living laboratory where artists and audiences explore the relationship between contemporary art and the natural environment. The centerpiece of the Capital Campaign is the Adam Aronson Fine Arts Center. The building will allow for a dynamic dialogue between works outdoors and those inside, expanding the public’s understanding of place through contemporary art.

Grant Recipients


Provide support to programs encouraging minorities to enter the public accounting profession.

The Educational Foundation of the Colorado Society of CPA’s promotes accounting education and research by providing financial assistance to individuals engaged in the study and teaching of accountancy in Colorado. The Educational Foundation of the COCPA was founded in 1956.

The LEAP (Lead and Enhance the Accounting Profession) program is the Missouri Society of CPAs’ initiative to inform quality high school students about the wide-ranging career opportunities for accountants. The program provides scholarships, assists accounting majors during their college years with events and programs specifically designed for them and provides discounts on a Becker Professional Education 4-part course.

The mission of the National Association of Black Accountants, Inc. is to address the professional needs of its members and to build leaders that shape the future of the accounting and finance profession with an unfaltering commitment to inspire the same in their successors. NABA unites accountants, finance and business-related professionals and students who have similar interests and ideals, are committed to professional and academic excellence, possess a sense of professional and civic responsibility, and are concerned with enhancing opportunities for minorities in the accounting, finance and business-related professions.

The St. Louis Internship Program provides a world of hope and opportunity through partnerships with underserved youth and businesses, resulting in stronger communities. Since its inception in 1992, more than 3,200 students have completed the internship program. Nearly 98% of all St. Louis Internship Program students graduate high school and go on to college or other post-secondary training programs.

The mission of the Urban League of Metropolitan St. Louis is to empower African Americans and others throughout the region in securing economic self-reliance, social equality and civil rights. The Urban League will be the catalyst for this change through advocacy, coalition building, program services and by promoting communication and understanding among different races and cultures

Grant Recipients


Support entrepreneurism in the Denver, Kansas City and Saint Louis regions.

The Donald Danforth Plant Science Center in Saint Louis, Missouri is a not-for-profit research institute. Scientists at the Center are engaged in research that strives to enhance the nutritional content of plants, increase agricultural production to create a sustainable food supply, reduce the use of pesticides and fertilizer, develop new and sustainable biofuels, and generate scientific ideas and technologies that will contribute to the economic growth of the Saint Louis region.

The Kansas City Area Life Sciences Institute strives to advance the life sciences in the Kansas City region through research, commercialization and workforce development. It fosters constructive relationships between the academic and private sectors; facilitates collaborative scientific research; advocates for the life sciences at local, state and national levels; and supports economic development, technology transfer and commercialization.

The Kansas Pipeline Entrepreneurial Fellowship Program is the first program of its kind in the country and continues to stand out as a the only statewide fellowship program designed to both equip high-growth entrepreneurs with the training, networks, resources and mentors to assist them over their entire career – while aggressively growing an entrepreneurial ecosystem over a diverse geography.

RubinBrown Community Service Committee Fundraisers FY2013


Donor List


July 2012 - August 2013

Russell and Cheryl Adank Amy Altholz Greg and Carol Andrews Tracy Baisa Ruth Barasa Karen Beckemeyer Dan Besmer Bert Bondi Amy Broadwater Harvey Brown Steve Brown Lynda Buchanan John Butler Hannah Castellano Jim and Karen Castellano David Chapman Jen Chapman Christopher Coleman David Collet Cousins Family Nathan Croll Wayne Danneman Lynn Davis Karen Delia Ed Deutch Stephanie Drew Duncan Family Don Esstman Rick Feldt Mike Ferman Daryl and Christine Figge Nicole Fresenburg Brian and Kay Frevert Bill Gawrych Martin Gold Brian and Jessica Grant Timothy Hall Chip Harris Steven Harris Matt Hartman Steve Hays Cheryl Heller Glenn Henderson John and Debra Herber Dave and Maria Herdlick Frank Hogg Daniel Holmes Deborah Hood Tracy Hutter Jackie Jacquin Mark and Kathy Jansen

Eric Janson Jennifer Jones Bob and Kelly Jordan Jeff Kane Debbie Kasten Byron and Audrey Katcher Bryan Keller Kinsley Kelley Ryan Kennedy Diana Knapp Walt and Stephanie Knepper Fred and Kristin Kostecki Mary Jo Larsen Dale Lash Sharon Latimer Evelyn Law Debbie Leible Michael T. Lewis Michael W. Lewis Kaleb Lilly Brandon Loeschner Mary Kay Lofgren Steve and Julie Long Felicia Malter Matthew Marino Cathy Martin Dawn Martin James Massaro Jim and Cheryl Mather Dan and Melissa McCabe Margaret McNally Bob and Lisa Merenda Brian and Rachel Meyers Pat and Abbey Miller Kayla Mindak Gerry and Judy MurphyKyle and Colleen Murphy Eric Muskopf MyBrand Promo, Inc.Samantha Nelson The Newport Group, Inc. Steve and Sherri Newstead Cynthia O’Brien Gregory Osborn Ginny Ottenad Linda Paradis Maureen Pardo Greg Paulus Pedro’s Planet, Inc.Jeff Person Joe Pimmel

Todd Pleimann Nicole Pourney John Price Scott Quinn Mary Ramm Nancy Rehkemper Rodney Rice Beverly Riola Jim Ritts Miguel Romero Ken and Jane Rubin Larry Rubin Mahlon Rubin RubinBrown Community Service CommitteeRubinBrown LLPTheresa Ruzicka Henry and Beth Rzonca Nancy Schleich Jeffrey Schuetz Peter Schulman Tracy Senf Tim Sims Jim and Toni Snider Christina Solomon Jeffrey Sparks David Spencer Matthew Sprenger Brent Stevens Julia Stone Eric and Andrea Stranghoener Tom Tesar Cory Timblin Tom Tobin Anna Tramelli Tamara Tucker Ken Van Bree Beverly Vandivort Kate Vogel Scott Voss Ed Warren Chris and Kathryn Weber Eric Westby Bill and Anita White Craig White Russ White Ted Williamson Jeff Winter Kirk and Casey Wonio Sandy Zabek Thomas Zetlmeisl

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