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← ROSE HILLS FOUNDATION

Form 990 for tax year 2023

Filed by ROSE HILLS FOUNDATION.

Totals

Total revenue
$19,901,719
Total expenses
$31,394,916
Contributions and grants received
$0
Grants paid
$26,240,107
Program service revenue
$0
Investment income
$17,454,161
Other revenue
$2,447,558
Total assets, end of year
$549,393,716
Total liabilities, end of year
$639,687
Net assets or fund balances, end of year
$548,754,029
Program services expenses (Part IX)
$27,978,885
Management and general expenses
$3,416,031
Fundraising expenses
$0
Program service expenses (Part III)
$27,978,885

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,170,141 · related or exempt $1,170,141

  • 7a · Gross sales of assets other than inventory

    securities $16,284,020

  • 7c · Gain or loss

    securities $16,284,020

  • 7d · Net gain or loss

    total $16,284,020 · related or exempt $16,284,020

  • 11a · Other revenue: OTHER INVESTMENT INCOME

    total $2,447,558 · unrelated business $2,447,558

  • 11e · Other revenue, total

    $2,447,558

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $26,240,107 · program services $26,240,107

  • 5 · Compensation of officers, directors and key employees

    total $820,000 · program services $451,000 · management and general $369,000

  • 7 · Other salaries and wages

    total $1,051,243 · program services $693,101 · management and general $358,142

  • 8 · Pension plan contributions

    total $248,610 · program services $161,596 · management and general $87,014

  • 9 · Other employee benefits

    total $16,150 · program services $8,882 · management and general $7,268

  • 10 · Payroll taxes

    total $87,438 · program services $56,835 · management and general $30,603

  • 11b · Fees: legal

    total $79,637 · program services $14,335 · management and general $65,302

  • 11c · Fees: accounting

    total $128,403 · program services $19,260 · management and general $109,143

  • 11f · Fees: investment management

    total $2,016,658 · management and general $2,016,658

  • 11g · Fees: other

    total $53,084 · program services $18,579 · management and general $34,505

  • 13 · Office expenses

    total $14,811 · program services $7,404 · management and general $7,407

  • 14 · Information technology

    total $33,935 · program services $25,451 · management and general $8,484

  • 16 · Occupancy

    total $228,197 · program services $114,099 · management and general $114,098

  • 17 · Travel

    total $9,684 · management and general $9,684

  • 19 · Conferences, conventions and meetings

    total $3,835 · program services $3,835

  • 22 · Depreciation, depletion and amortization

    total $8,036 · management and general $8,036

  • 23 · Insurance

    total $268,988 · program services $121,045 · management and general $147,943

  • 24a · Other expenses: BANK CHARGES

    total $23,659 · management and general $23,659

  • 24b · Other expenses: TELEPHONE

    total $13,726 · program services $6,863 · management and general $6,863

  • 24c · Other expenses: PARKING

    total $12,685 · program services $10,148 · management and general $2,537

  • 24d · Other expenses: AUTO ALLOWANCE

    total $9,100 · program services $9,100

  • 24e · All other expenses

    total $26,930 · program services $17,245 · management and general $9,685

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,554,656 · end of year $12,720,733

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,871 · end of year $62,388

  • 10a · Land, buildings and equipment: cost or other basis

    $293,959

  • 10b · Land, buildings and equipment: accumulated depreciation

    $284,418

  • 10c · Land, buildings and equipment, net

    beginning of year $17,577 · end of year $9,541

  • 11 · Investments: publicly traded securities

    beginning of year $35,340,947 · end of year $47,656,194

  • 12 · Investments: other securities

    beginning of year $486,622,690 · end of year $488,732,343

  • 15 · Other assets

    beginning of year $150,353 · end of year $212,517

  • 17 · Accounts payable and accrued expenses

    beginning of year $246,353 · end of year $526,549

  • 25 · Other liabilities

    beginning of year $73,302 · end of year $113,138

  • 27 · Net assets without donor restrictions

    beginning of year $528,386,439 · end of year $548,754,029

Mission and programs · 2023

Mission

SUPPORT QUALIFIED TAX-EXEMPT CHARITABLE ORGANIZATIONS WHICH PROMOTE THE WELFARE OF HUMANKIND FOR THE BENEFIT OF PEOPLE IN SOUTHERN CALIFORNIA.

Activities or mission (Part I)

SUPPORT QUALIFIED TAX-EXEMPT CHARITABLE ORGANIZATIONS WHICH PROMOTE THE WELFARE OF HUMANKIND, FOR THE BENEFIT OF PEOPLE IN SOUTHERN CALIFORNIA.

  • SUPPORT QUALIFIED TAX-EXEMPT CHARITABLE ORGANIZATIONS WHICH PROMOTE THE WELFARE OF HUMANKIND FOR THE BENEFIT OF PEOPLE IN SOUTHERN CALIFORNIA.

    Expenses $27,978,885 · Grants $26,240,107 · Revenue $16,296,612

As filed on the 2023 return.

Listed in Part VII

  • Victoria Rogers

    PRES, CEO, V

    Total calculated
    $662,115
    From this org
    $635,000
    From related orgs
    $0
    Other
    $27,115
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $635,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $27,115
    Nontaxable benefits
    not reported
    Filer's total
    $662,115

  • Kylie Wright

    V.P. GRANTS

    Total calculated
    $274,775
    From this org
    $274,775
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $274,775
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $274,775

  • Ingrid Hillebrand

    GRANTS AND O

    Total calculated
    $207,875
    From this org
    $207,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $207,875
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $207,875

  • Heeung P Jo

    DIRECTOR OF

    Total calculated
    $183,000
    From this org
    $183,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $183,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $183,000

  • Candace McGee

    EXECUTIVE AS

    Total calculated
    $122,263
    From this org
    $122,263
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

  • Karli Baumgardner

    SENIOR PROGR

    Total calculated
    $107,853
    From this org
    $107,853
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

  • Patrick C Haden

    CHAIRMAN

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Richard W Cook

    VICE CHMN &

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • James G Ellis

    AUDIT CHAIRM

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Harry Elam Jr

    VICE CHMN &

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Donald Mullane

    VICE CHMN &

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
VICTORIA ROGERS 0 27,115 0
SCHEDULE J, PAGE 1, PART I, LINE 5A
DEFERRED COMPENSATION FOR THE 457(B) AND 457(F) DEFERRAL PLANS ARE ADJUSTED ANNUALLY ACCORDING TO PORTFOLIO RETURN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.0
Source object
202443109349303479

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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