in the Community

PLUS! A Community Impact Report

2015 Annual ReportRubinBrown.com/Foundation

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September 30, 2015

Annual Letter from the Trustees

9 Improve public education by supporting programs that further public education in our regions

9 Support organizations that improve the infrastructure in our regions

9 Provide support to programs encouraging minorities to enter the public accounting profession in our regions

9 Support entrepreneurism in our regions

These are the objectives of the RubinBrown Charitable Foundation.

We are dedicated to these objectives as we strive to improve our regions through gifts to carefully selected organizations. This year, the Foundation distributed grants of $41,000 to seventeen organizations in our communities. Please learn more about the organizations selected this year and their missions in the following pages. While we are excited about making a significant impact through future grants, it is also important to reflect on the positive difference the Foundation has already made through approximately $200,000 in grants since inception. Letters received from some of the fifty recipient organizations articulate how important these funds are to the communities they serve.

Of course, the great pride we feel as Trustees of the RubinBrown Charitable Foundation is built upon the generous contributions made each year by YOU - our donors. RubinBrown team members, friends of the Foundation, and the Community Service Committee have donated over $600,000 since 2002. RubinBrown LLP has donated approximately $200,000 in matching contributions over the years including the 2015 match of over $33,000. Total assets on August 31, 2015 are approximately $873,000. Please see the list of donors which follows and know that every donation is greatly appreciated!

Please continue to remember the RubinBrown Charitable Foundation in your giving plans. Consider a donation to the Foundation as a memorial or tribute for a family member, friend or colleague. Visit our webpage at RubinBrown.com/Foundation to learn more about making a secure on-line contribution by credit card or by check. Team members can also make contributions via payroll deduction in Ultipro. Contribution envelopes are available in the reception area of each office.

Sincerely,

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

Ι RubinBrown CHARITABLE FOUNDATION 2015 Annual Report

Financial Statements

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Statement Of Financial Position

August 31, 2015 June 30, 2015 June 30, 2014

AssetsCash and cash equivalents $1,011 $2,620 $721

Receivables - RubinBrown match 13,259 — —

Investments 859,327 850,150 780,168

Total Assets $873,597 $852,770 $780,889

Liabilities and Net AssetsUnrestricted net assets $873,597 $852,770 $780,889

Total Liabilities and Net Assets $873,597 $852,770 $780,889

Statement of Activities

Fiscal For the For the Year-To-Date Year Ended Year Ended

August 31, 2015 June 30, 2015 June 30, 2014

RevenuesContributions - team members and others $24,419 $58,801 $58,153

Contributions - special events 4,926 3,746 11,014

Contributions - tributes and memorials 100 7,850 —

Contributions - RubinBrown 13,259 32,951 23,479

Interest and dividend income 3,402 17,269 12,675

Net gains (losses) on investments (25,226) (7,287) 88,905

Total Revenues 20,880 113,330 194,226

ExpensesGrants — 41,000 34,750

Other expenses 53 449 276

Total Expenses 53 41,449 35,026

Increase In Unrestricted Net Assets 20,827 71,881 159,200

Unrestricted Net Assets - Beginning of Period 852,770 780,889 621,689

Unrestricted Net Assets - End of Period $873,597 $852,770 $780,889

Grant Recipients

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Improve public education by supporting programs that further public education in our 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 mission of the Trulaske College of Business at the University of Missouri is to provide students with the knowledge, learning capabilities, and personal and professional skills necessary to excel in professional and academic careers. The school’s research mission is to create economic and social value through the discovery, application, and dissemination of knowledge related to accountancy theory, practice, and education. The school is committed to maintaining a close relationship with the accounting profession and to fulfill its service responsibilities to the academic community and society. During 2015, The RubinBrown Faculty Scholar for the University of Missouri-Columbia School of Accountancy was established.

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.

Grant Recipients

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The Urban Neighborhood Initiative (UNI) is a nonprofit organization established to revitalize neighborhoods in Kansas City’s urban core, focusing on health and safety, education and prosperity for generations to come. Formed as a partnership between the United Way of Greater Kansas City and the Greater Kansas City Chamber of Commerce, UNI works with nine neighborhood organizations, residents and through collaborative relationships with business, industry, government and community organizations.

Support organizations that improve the infrastructure in our regions

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.

Forest Park Forever, partnering with the City of St. Louis, restores, maintains and sustains Forest Park as one of America’s great urban public parks — now and forever.

Mile High Youth Corps helps youth make a difference in themselves and their communities through meaningful service opportunities and educational experiences. MHYC helps improve the infrastructure of Denver by having the youth work with the City of Denver Public Works on various water conservation projects and with the City of Denver Parks and Recreation, as well as Denver Mountain Parks to help preserve, conserve, maintain, and improve Denver’s outdoor spaces.

Grant Recipients

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Provide support to programs encouraging minorities to enter the public accounting profession in our regions

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 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 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

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North County Incorporated, regional development association, along with the St. Louis Regional Business Council (RBC), has organized an immediate business response to support small business owners and school children who were impacted by the recent tragedy in the city of Ferguson and surrounding communities. The purpose of the Reinvest North County Fund is twofold: first, to provide immediate relief to small businesses which have been hurt by this tragedy and second, to provide school districts with appropriate resources to show their children how important school is, particularly in times of distress.

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.

The Donald Danforth Plant Science Center in St. 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 St. Louis region.

KCSourceLink’s mission is to help small businesses in the 18-county Kansas City region – from Warrensburg to Topeka, from St. Joseph to Osawatomie – grow and succeed. KCSourceLink provides small businesses with free, easy access to the help they need.

Since 1943, Junior Achievement of Greater St. Louis, Inc. has been dedicated to educating students about entrepreneurship, work readiness, and financial literacy through experiential, hands-on programs.

Community Enterprise’s mission is to engage and unite community members to build sustainable, healthy, and inclusive neighborhoods. Its vision is a world where everyone lives in a safe, healthy and connected neighborhood. Community Enterprise is in the business of developing Adams County Colorado’s community leaders to influence sustainable changes in their communities through advocacy, policy change and resident-led action.

Support entrepreneurism in our regions

Donor List

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Cheryl and Russell AdankAmy AltholzCarol and Greg AndrewsLiz ArroBen and Tammy BarnesJeff BarnesKaren BeckemeyerMatt and Genelle BeerbowerDan BesmerKristin BettorfStephanie BiasDan and Barbara BindlerLeslie BittleArmin BlagajcevicMichele BradyMark and Natalie BreakfieldAmy BroadwaterHarvey and Edie BrownSteve and Joan BrownJohn and Kathleen ButlerAdam CastellanoHannah CastellanoJim and Karen CastellanoDavid ChapmanJen ChapmanDaren ChesbroughTed and Claire CliftonChristopher and Mary Elizabeth ColemanDaniel ColemanCollaborative Strategies, Inc.David and Stephanie ColletCommunity Service CommitteeNathan CrollLisa DaileyWayne and Wendy DannemanChris and Brittany DauesLynn and Andrew DavisKaren DeliaEd DeutchJohn DruryRenita DuncanJulie EddySara EnloeDon and Cate EsstmanTim and Laura FarquharTim and Natalie FedderRick and Mary FeldtChristine and Daryl FiggeMatthew Finke

Tamra FischerBill GawrychWilliam GleasonJim and Margie GrimesJustin HammerChip and Debbie HarrisSteven HarrisMatt HartmanSherry HausselsSteve and Kathy HaysCheryl HellerGlenn HendersonJohn and Debra HerberDave and Maria HerdlickFrank HoggDaniel HolmesAlexander HoltDeborah HoodTeresa HutterCourtney HylenInstitute of Management Accountants- Kansas City ChapterJackie JacquinDarin JamesChris JanisMark and Kathy JansenEric JansonJewish Community Relations CouncilJennifer JonesBob and Kelly JordanJeff and Cynthia KaneDebbie KastenAudrey and Byron KatcherBryan and Kelley KellerTim and Jessie KendrickSuzy KimbroughDiana KnappBecky and Jim KnezevichFred and Kristin KosteckiDonna KrierMindy KruegerJordan and Stacey LampkinChris and Michelle LangleyDale LashSharon LatimerEvelyn and Gary LawJosh LeesmannDebra and Richard Leible

Michael and Joni LewisMichael W. LewisRob and Tammy LewisKaleb LillyBrandon and Laurie LoeschnerMary Kay LofgrenJulie and Steve LongFelicia and Steven MalterJason and Anne MannelloMatthew and Michelle MarinoCathy MartinDawn MartinJim MassaroNatalie MassaroJim and Cheryl MatherJason and Olivia McAdamisDan and Melissa McCabeColleen McDoleRyan MeeseyRobert and Lisa MerendaRachel and Brian MeyersPat MillerChester MoyerJudy and Gerry MurphyKyle and Colleen MurphyJeff NaegerSamantha NelsonRobert NeuSteve and Sherri NewsteadVitaly NiemerKatie O’BrienShaun O’RourkeGreg and Roberta OsbornGreg and Pam PaulusJeff PersonStacy PeterRichard PickettTodd and Michelle PleimannAaron PollardNicole PourneyJohn PriceScott QuinnMary RammNancy RehkemperMaureen ReichertCheryl ReinholdRodney and Trevor RiceJim and Dot RittsLynnae RobinsonMiguel Romero

Max RosenKen and Jane RubinRubinBrown LLPRobert and Krista RudloffGraham RyanHenry RzoncaJeff and Jessica SackmanBradford ScheiterNancy SchleichAndrew SchmittJeffrey SchuetzJim SchwartzFrank SeffingerTracy SenfTim and Lisa SimsChristina SolomonTom SowashJeffrey SparksRhonda SparlinMatt and Catherine SprengerBrent and Tracey StevensDeb Stonebraker Eric and Andrea StranghoenerDebra TazzTom and Lisa TesarChris and Erin TkachTom TobinCharlie ToccoAnna TramelliTamara and James TuckerJason UetrechtJennifer and Jeff UlrichKen and Onnie Van Bree Beverly and Clyde VandivortScott VossCheryl and Arthur WallaceEd WarrenKathryn WeberBruce and Laureen WeliksonEric WestbyThe Wester FamilyRussell and Rhonda WhiteRichard and Janet WileTed and Julie WilliamsonJeff and Julie WinterLinda and Robert C.Wolff, Jr.Kirk and Casey WonioJohn ZaegelThomas and Anne Zetlmeisl

Thank You to Our Generous Donors

Donor List

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In Memory of Stephen CastellanoJen ChapmanKala Eichhorn and Mark Chase Sara Enloe

Sarah McDonielLuanne RepasoRich and Janet Wile

In Memory of Herbert JonesJim and Karen Castellano

Tribute in Honor of Jim Castellano Caroline Paulus

Elizabeth Paulus

Tribute in Honor of Harvey & Edie Brown Jim and Karen Castellano

In Memory of Mahlon RubinCheryl and Russell AdankLiz ArroRuth BarasaBen and Tammy BarnesMary and Tom BerryDan BesmerKristin BettorfHarvey and Edie BrownJohn and Kathleen ButlerJim and Karen CastellanoJen ChapmanKaren DeliaEd DeutchDon and Cate EsstmanTerry and Elaine FliegDebra Glenn-MooreStephanie and Todd Greenberg

Mahendra GuptaSteve and Kathy HaysDaniel HealeyCheryl HellerJohn and Debra HerberFrank HoggDeborah HoodDarin JamesVickie JenningsJennifer JonesDebbie KastenDiana KnappBeth LevyDawn MartinJim MassaroJim and Cheryl MatherDan and Melissa McCabe

Rachel and Brian MeyersJoan and Pat MillerBarbara MirowitzDanielle MooreJudy and Gerry MurphyKyle and Colleen MurphyKatie O’BrienGreg and Roberta OsbornGreg and Pam PaulusJeff PersonStacy PeterTodd and Michelle PleimannJohn PriceRubinBrown LLPCheryl SchermesserNancy SchleichKaris Schwent

Tracy SenfKaren SinakJeffrey SparksBrent and Tracey StevensEric and Andrea StranghoenerTech Electronics, Inc. Tom TobinConnie VanceTerry L. WeisRussell and Rhonda WhiteJeffrey WhitingTed and Julie WilliamsonJeff and Julie WinterKirk and Casey Wonio

Thank You to Our Generous Donors

RubinBrown in the Community

A Community Impact Report

2015Introducing

in the Community A Community Impact Report

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“Devotion to our Community and Profession” has been a core value of RubinBrown since its inception.

The purpose of the Community Impact Report is to highlight the active role RubinBrown and its team members play in caring for and bettering our communities.

A Community Impact Report | 10

In FY15, RubinBrown provided approximately

$500,000 in financial support to charitable organizations.

197 team members volunteered across

organizations

300+

of responding team members volunteered 100+ hours in FY15

27% DONATED TO UNITED WAY BY TEAM MEMBERS in 2014

$170,000+

volunteer hours from team members

13,733

ORGANIZATIONS WITH MOST HOURS OF TEAM MEMBER INVOLVEMENT

12345

RONALD MCDONALD HOUSE CHARITIES

UNITED WAY

FOOD BANK OF THE ROCKIES

JUNIOR ACHIEVEMENT

BIG BROTHERS BIG SISTERS

RubinBrown in the Community

A Community Impact Report| 11

197 team members volunteered across

organizations

300+*

2Rivers Church3 Little Birds 4 LifeAccelerate St. Louis ChallengeALS Association–St. LouisAlzheimer’s AssociationAmerican Heritage GirlsAmerican Institute of CPAsAmerican Military Veterans Assistance CorporationAngels’ ArmsAnimal Protective AssociationAnnie’s HopeAnything for a Friend FoundationAudubon SocietyBach Society of St. LouisBaker Tilly International Barrett Place NeighborhoodBasket of HopeBeta Alpha PsiBetter Business BureauBi-State Pet Food PantryBig Brothers Big SistersBioSTL Boy Scouts of AmericaBoys and Girls Club

Boys Hope Girls HopeBridging the GapBroadband Tax InstituteCardinal Glennon Children's FoundationCatholic CharitiesCatholic Family ServicesCBC High SchoolChaminade College Preparatory SchoolChestnut Meadow SubdivisionChildren's CharitiesChrist Community Evangelical Free ChurchChrist the King ParishChurch of ChristCJ’s Journey Foundation for Childhood CancerClayton Chamber of CommerceClub Gemini VolleyballCoats for ColoradoCollege BoundCommunity Enterprise of Commerce CityConcord Baptist ChurchConstruction Financial Management AssociationCor Jesu AcademyCourt Appointed Special Advocates Creekside Bible ChurchCrestview ElementaryCrohn’s & Colitis FoundationDefend the Dream FoundationDelta Gamma Center for Children with Visual ImpairmentsDenver Christian SchoolsDenver Dumb Friends LeagueDenver Metro Chamber of Commerce Dirk’s FundDoorwaysDown Syndrome Association of Greater St. LouisDowntown Denver PartnershipEarl M. Page Scholarship FundEdwardsville School DistrictElevation ChurchEmmaus HomesEpiscopal Diocese of MissouriEpworth Children and Family ServicesEsther Miller Bais YaakovEta Boule Fraternity, IncExecutives Partnering to Invest in Children

Family Tree Inc.First Christian Church of FlorissantFirst Congregational Church of Webster GrovesFisher HouseFocus Marines FoundationFood Bank of the RockiesFood Bank–Overland ChurchForest Park ForeverFoster & Adoptive Care CoalitionFriends of Francis ParkGateway 180Gateway Greening, Inc.Gathering Place Church of GodGirl Scouts of AmericaGreat CircleGreen Park Lutheran SchoolGreentree Community ChurchGuardian Angel Settlement AssociationHabitat for HumanityHarvestersHedgefunds CareHigher Ground Youth ChallengeHillcrest Transitional HousingHistoric Tax Credit CoalitionHolly Hills Improvement AssociationHoly Trinity Catholic Church and SchoolHumane Society of MissouriImmaculate ConceptionImmaculate Heart of MaryImpact KCIncarnate Word High SchoolInstitute of Internal AuditorsInternational Institute of St. LouisISC2 Safe and Secure OnlineJCA Charitable FoundationJeffro’s AngelsJesuits USA Central and Southern ProvinceJewish Community CenterJewish FederationJohn Ford Pipe BandJunior AchievementKansas City Community GardensKansas City Pet ProjectKappa Alpha Psi FraternityKathy Weimann Foundation KC Corporate ChallengeKids in the MiddleKirk Day SchoolKirkwood Public LibrariesKnights of Columbus

Labre Ministries for the Homeless Ladies Ancient Order of HiberniansLemay Child and Family CenterLes Amis (The Friends)Let’s StartLift for Life GymLiving Word United Methodist ChurchLou Fusz Soccer ClubLutheran Church of Webster Gardens Lutheran Senior Services Make–A–Wish FoundationMarch of DimesMarian Middle SchoolMarine ParentsMary Mother Queen of the UniverseMary Queen of PeaceMaryville UniversityMassachusetts Society for the Prevention of Cruelty to Animals Mercy Health Foundation St. LouisMetro Theater CompanyMiss America OrganizationMission AdelanteMission St. LouisMissouri 100Missouri Baptist Healthcare FoundationMissouri Baptist Medical CenterMissouri Biotechnology Association Missouri Friends of Injured MarinesMissouri Tiger Club of St. LouisMoog Center For Deaf EducationMt. Zion United Methodist Church Municipal Theatre Association of St. Louis NAACPNational Association of Black AccountantsNational Coalition of 100 Black Women National Council of the Society of St. Vincent de PaulNational Foundation for Ectodermal Dysplasias National Multiple Sclerosis SocietyNew City FellowshipNew Hope Rescue

A Community Impact Report | 12

New Life CenterNew Life United Pentecostal ChurchNonprofit MissouriNorth County Reinvest FundNotre Dame Club of St. LouisNotre Dame High SchoolNurses for NewbornsOlathe East BandOpera Theatre of St. LouisOperation BBQ ReliefOperation Food SourceOperation Hope Our Lady of Angels SFOOur Lady’s InnOutpost ChurchOzark Trail Association Pancreatic Cancer Action NetworkPark UniversityParkway Area Adult Education and LiteracyPeace Lutheran ChurchPedal the CausePGA REACH FoundationPhoenix FamilyPlaces for PeoplePowered by HopePREP–KCProfessional Placement of St. LouisPromise Christian AcademyProsperProvidentQuest Church St. LouisQuince ProductionsRainbow VillageREACH Healthcare FoundationRebuilding Together–St LouisRegional Business CouncilRegional Union Construction CenterReid Scholarship Foundation

Rockhurst UniversityRollin’ Dreams FoundationRonald McDonald House Charities Saint Louis Abbey & St. Louis Priory School Saint Louis Economic Development Partnership Saint Louis UniversitySaint Louis ZooSaint Richard's Catholic ChurchSaint Theodore ChurchShalom Church City of PeaceShawnee Mission Head StartShephard of the Springs Lutheran ChurchShepherd’s Center CentralSigma Phi Epsilon Educational FoundationSITE Improvement AssociationSlay for MayorSociety of St. Vincent DePaul of St. Louis SOS Outreach South Mascoutah JayceesSouthern Illinois University–EdwardsvilleSouthSide Early Childhood CenterSpecial Needs Soccer Academy Special Olympics SSM Health St. Mary’s FoundationSt. Anthony's Charitable Foundation St. Charles Borromeo Parish & SchoolSt. Francis of Assisi Catholic ChurchSt. Francis Xavier ChurchSt. Gabriel the Archangel Catholic ChurchSt. James the Greater Church

St. John ChurchSt. Joseph Cottleville Athletic AssociationSt. Joseph's AcademySt. Joseph's Catholic ChurchSt. Jude Children's Research HospitalSt. Louis Area FoodbankSt. Louis Children’s Hospital St. Louis Fire Department Life–Saving FoundationSt. Louis Hills Neighborhood AssociationSt. Louis Jewish LightSt. Louis MakesSt. Louis Planned Giving CouncilSt. Louis University High SchoolSt. Mark’s United Methodist St. Mary’s Catholic Church & SchoolSt. Mary's of Littleton SchoolSt. Paul Catholic ChurchSt. Peter’s Episcopal ChurchSt. Pius X Catholic High SchoolSt. Simon the Apostle Catholic ChurchStray Rescue Support Dogs Inc.Susan G. Komen for the CureSweat Equity Corp.The Bridge OutreachThe Denver HospiceThe Journey ChurchThe Magic HouseThe Salvation Army The Scholarship Foundation of St. Louis The St. Louis Children’s ChoirsTiger Club of Kansas CityTorah Prep SchoolTotal Community OptionsTrailnetTREEHouse of Greater St. Louis

Trinity Lutheran ChurchUnited Hebrew CongregationUnited Inner City ServicesUnited WayUniversity of Colorado–BoulderUniversity of Detroit Mercy University of MissouriUniversity of Missouri–Kansas City University of Missouri–St. Louis UrbanFUTUREU.S. Vets–St. LouisUSA SwimmingVariety the Children’s Charity of St. LouisVettes for VetsVolunteer Income Tax AssistanceVolunteer Lawyers & Accountants for the ArtsWashington University in St. LouisWild OnesWIN for KCWings of HopeWomen’s Foundation of Greater Saint LouisWounded Warrior ProjectYMCA of Greater St. LouisYoung Alumni of Benedictine CollegeYoung Professional NetworkYouth In NeedZion Lutheran Church & School

* To the best of our knowledge, this list represents most, but not necessarily all, of the organizations for which RubinBrown team members volunteered. Specific programs or committees that may have been indicated in survey results were not included. Any errors or omissions were unintentional.

Denver Office1900 16th StreetSuite 300Denver, Colorado 80202ph: 303.698.1883

Kansas City Office10975 Grandview Drive Building 27, Suite 600Overland Park, Kansas 66210ph: 913.491.4144

Nashville Office424 Church StreetSuite 2000Nashville, Tennessee 37219ph: 615.253.5200

St. Louis OfficeOne North BrentwoodSuite 1100St. Louis, Missouri 63105ph: 314.290.3300

St. Louis Cortex Office4240 Duncan AvenueCIC@4240, Suite 200St. Louis, Missouri 63110ph: 314.290.3300

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