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Nonprofiteer
← RHF CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by RHF CHARITABLE FOUNDATION.

Totals

Total revenue
$1,490,137
Total expenses
$656,658
Contributions and grants received
$1,273,992
Grants paid
$349,145
Program service revenue
$0
Investment income
$216,145
Other revenue
$0
Total assets, end of year
$10,632,396
Total liabilities, end of year
$118,218
Net assets or fund balances, end of year
$10,514,178
Program services expenses (Part IX)
$349,145
Management and general expenses
$46,225
Fundraising expenses
$261,288
Program service expenses (Part III)
$349,145

Program services were 53.2% 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.

  • 1d · Related organizations

    $802,021

  • 1f · All other contributions, gifts and grants

    $471,971

  • 3 · Investment income

    total $216,145 · excluded $216,145

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $349,145 · program services $349,145

  • 7 · Other salaries and wages

    total $212,318 · management and general $21,232 · fundraising $191,086

  • 8 · Pension plan contributions

    total $6,320 · management and general $632 · fundraising $5,688

  • 9 · Other employee benefits

    total $50,790 · management and general $5,079 · fundraising $45,711

  • 10 · Payroll taxes

    total $11,237 · management and general $1,124 · fundraising $10,113

  • 11b · Fees: legal

    total $11 · fundraising $11

  • 12 · Advertising and promotion

    total $3,550 · management and general $3,550

  • 13 · Office expenses

    total $6,637 · management and general $6,166 · fundraising $471

  • 17 · Travel

    total $2,992 · fundraising $2,992

  • 19 · Conferences, conventions and meetings

    total $5,216 · fundraising $5,216

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $4,118 · management and general $4,118

  • 24b · Other expenses: TAXES & LICENSES

    total $2,562 · management and general $2,562

  • 24c · Other expenses: OUTSIDE SERVICES

    total $913 · management and general $913

  • 24d · Other expenses: UTILITIES

    total $849 · management and general $849

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,163,551 · end of year $2,583,087

  • 11 · Investments: publicly traded securities

    beginning of year $6,354,085 · end of year $8,049,309

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,206 · end of year $8,267

  • 25 · Other liabilities

    beginning of year $109,951 · end of year $109,951

  • 27 · Net assets without donor restrictions

    beginning of year $5,827,205 · end of year $7,580,552

  • 28 · Net assets with donor restrictions

    beginning of year $2,574,274 · end of year $2,933,626

Mission and programs · 2023

Mission

RHF CHARITABLE FOUNDATION'S CHARITABLE PURPOSE IS TO 1) PROVIDE BENEVOLENT CARE, LIFE ENRICHMENT SERVICES AND PROGRAMS, AND GRANTS TO ASSIST RESIDENTS LIVING IN RHF-AFFILIATED FACILITIES, AND 2) PRESERVE AND CREATE AFFORDABLE HOSUING COMMUNITIES NATIONWIDE.

Activities or mission (Part I)

TO FUNDRAISE, ADMINISTER, AND DISTRIBUTE CHARITABLE FUNDS ON BEHALF OF RETIREMENT HOUSING FOUNDATION, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION (RHF). CHARITABLE FUNDS ARE TO BE USED FOR BENEVOLENCE PROGRAMS FOR RHF'S AFFORDABLE AND SENIOR COMMUNITY RESIDENTS AND THE CREATION, PRESERVATION AND MAINTENANCE OF AFFORDABLE HOUSING.

  • THE ORGANIZATION FUNDRAISES, ADMINISTERS, AND DISTRIBUTES CHARITABLE FUNDS ON BEHALF OF RETIREMENT HOUSING FOUNDATION (RHF). PROGRAMS INCLUDE RENTAL ASSITANCE, AND EDUCATIONAL, COMMUNITY ENRICHMENT, AND PRE-DEVELOPMENT GRANTS FOR AFFORDABLE HOSUING. THE ORGANIZATION HAS A NUMBER OF INITIATIVES FOR RESIDENT BENEVELOENCE AT THE RHF FACILITIES INCLUDING SCHOLARSHIPS AND TOYS FOR KIDS AT RHF'S LOW-INCOME FAMILY RESIDENCES, RENT SUBSIDIES AT RHF'S LOW-INCOME AND MARKET RATE SENIOR RESIDENCES, DISASTER RELIEF IN CONJUCTION WITH THE EFFORTS OF THE UNITED CHURCH OF CHRIST AND DEVELOPMENT SUPPORT IN THE BUILDING OF LOW-INCOME MULTIFAMILY RESIDENCES.

    Expenses $349,145 · Grants $349,145

As filed on the 2023 return.

Listed in Part VII

  • Hartman Stuart J

    PRESIDENT/CEO

    Total calculated
    $685,724
    From this org
    $0
    From related orgs
    $617,596
    Other
    $68,128
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $609,196 related
    Bonus
    $0
    Other
    $0 + $8,400 related
    Deferred
    $0 + $37,497 related
    Nontaxable benefits
    $0 + $30,631 related
    Filer's total
    $0 + $685,724 related

  • Amberg Robert R

    EXECUTIVE VP GEN COUNSEL

    Total calculated
    $489,502
    From this org
    $0
    From related orgs
    $440,286
    Other
    $49,216
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,286 related
    Bonus
    $0
    Other
    $0 + $6,000 related
    Deferred
    $0 + $34,941 related
    Nontaxable benefits
    $0 + $14,275 related
    Filer's total
    $0 + $489,502 related

  • Rossello Frank Jr

    CFO AND VP OF FINANCE

    Total calculated
    $403,817
    From this org
    $0
    From related orgs
    $378,582
    Other
    $25,235
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,582 related
    Bonus
    $0
    Other
    $0 + $3,000 related
    Deferred
    $0 + $10,960 related
    Nontaxable benefits
    $0 + $14,275 related
    Filer's total
    $0 + $403,817 related

  • Fard Bob J

    VP ACQUIS AND PROJ DEV

    Total calculated
    $281,127
    From this org
    $0
    From related orgs
    $259,219
    Other
    $21,908
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,419 related
    Bonus
    $0
    Other
    $0 + $4,800 related
    Deferred
    $0 + $7,633 related
    Nontaxable benefits
    $0 + $14,275 related
    Filer's total
    $0 + $281,127 related

  • Magnone Vincent B

    VP TREASURY & INVSTMT OFF

    Total calculated
    $283,260
    From this org
    $0
    From related orgs
    $246,158
    Other
    $37,102
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,758 related
    Bonus
    $0
    Other
    $0 + $2,400 related
    Deferred
    $0 + $7,398 related
    Nontaxable benefits
    $0 + $29,704 related
    Filer's total
    $0 + $283,260 related

  • Titus Stephanie L

    VP PHILANTHROPY/CSO

    Total calculated
    $288,833
    From this org
    $0
    From related orgs
    $239,642
    Other
    $49,191
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,642 related
    Bonus
    $0
    Other
    $0 + $3,000 related
    Deferred
    $0 + $7,099 related
    Nontaxable benefits
    $0 + $42,092 related
    Filer's total
    $0 + $288,833 related

  • Gilchrist Kevin Darrell

    VP DEVELOPMENT FINANCE

    Total calculated
    $277,179
    From this org
    $0
    From related orgs
    $228,362
    Other
    $48,817
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,162 related
    Bonus
    $0
    Other
    $0 + $4,200 related
    Deferred
    $0 + $6,725 related
    Nontaxable benefits
    $0 + $42,092 related
    Filer's total
    $0 + $277,179 related

  • Fox Buchan Laura L

    CORP SEC & DIR OF CORP RECORDS

    Total calculated
    $172,534
    From this org
    $0
    From related orgs
    $153,750
    Other
    $18,784
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,750 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,509 related
    Nontaxable benefits
    $0 + $14,275 related
    Filer's total
    $0 + $172,534 related

  • Desaegher Norma N

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.2 + 5 related

  • East Raymond E

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 5 related

  • Little Lori

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 5 related

  • Readinger Michael

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 5 related

  • Sexton Alice

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 5 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 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, PART II:
DIRECTORS AND OFFICERS ARE MEMBERS OF RETIREMENT HOUSING FOUNDATION WHICH IS A RELATED ORGANIZATION THAT SPONSORS AND MANAGES APPROXIMATELY 190 TAX-EXEMPT ORGANIZATIONS AND PARTNERSHIPS THAT PROVIDE AFFORDABLE AND MARKET RATE HOUSING, SKILLED NURSING AND ASSISTED LIVING SERVICES FOR SENIOR ADULTS, LOW-INCOME FAMILIES AND PERSONS WITH DISABILITIES THROUGHOUT THE UNITED STATES.

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CULVER CITY HOUSING LLC

    LOW INCOME HOUSING · CA

  • ST JAMES PARK RHF HOUSING LLC

    LOW INCOME HOUSING · CA

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 10 TEMPLE PLACE LTD PTR

    LOW INCOME HOUSING · MA

  • 1310 RIO VISTA RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • 3555 WHITTIER PARTNERS LP

    LOW INCOME HOUSING · CA

  • 333 MASSACHUSETTS AVENUE LTD PTR

    LOW INCOME HOUSING · MA

  • 334 MASSACHUSETTS AVENUE LTD PTR

    LOW INCOME HOUSING · MA

  • AMISTAD PLAZA PARTNERS LTD PRT

    LOW INCOME HOUSING · CA

  • BROADWOOD TERRACE RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • CAPITOL TOWERS RHF PARTNERS LP

    LOW INCOME HOUSING · CT

  • CLOISTERS RHF HOUSING LLC

    LOW INCOME HOUSING · FL

  • COLLEGE VILLAS LP

    LOW INCOME HOUSING · NV

  • CONGREGATIONAL TOWER PARTNERS LP

    LOW INCOME HOUSING · CA

  • CONGREGATIONAL TOWER LLC

    LOW INCOME HOUSING · CA

  • DARSON MARIE RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · TX

  • ESPERANZA APARTMENTS LTD PRT

    LOW INCOME HOUSING · WA

  • ESSEX VILLAGE RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • GRAND VIEW RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • HILL RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · CA

  • HILL RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • HOLLYVIEW LIMITED PARTNERSHIP

    LOW INCOME HOUSING · CA

  • HOUSING CORP FUND ASSOC

    LOW INCOME HOUSING · CA

  • KINGS GRANT RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • LA FAMILY HOUSING CO

    LOW INCOME HOUSING · CA

  • LAS ALTURAS RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · CA

  • LAS ALTURAS RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • LOS ARCOS LIMITED PARTNERSHIP

    LOW INCOME HOUSING · CA

  • MADISON RHF PARTNERS LIMITED PARTNERSHIP

    LOW INCOME HOUSING · CA

  • MASON RHF LIMITED PARTNERSHIP

    LOW INCOME HOUSING · MA

  • MESA RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • OLIVE RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · CA

  • OLIVE RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • PALOMA TERRACE RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • PALOMA RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • PIONEER TOWERS RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • PIONEER TOWERS RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • RIO VISTA VILLAGE LTD PRT

    LOW INCOME HOUSING · CA

  • RIVERSIDE VILLAGE RHF LIMITED PARTNERSHIP

    LOW INCOME HOUSING · MA

  • SAGETREE RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · TX

  • SAN JACINTO MANOR ASSOCIATES LP

    LOW INCOME HOUSING · CA

  • SANGNOK PARTNERS LP

    LOW INCOME HOUSING · CA

  • SEABURY RHF LIMITED PARTNERSHIP

    LOW INCOME HOUSING · MA

  • SHEPHERD PARK RHF PARTNERS LP

    LOW INCOME HOUSING · CT

  • SONATA AT RIVERPARK PARTNERS LP

    LOW INCOME HOUSING · CA

  • SOUTHEPOINTE VILLA LTD PTR

    LOW INCOME HOUSING · CA

  • THE CARLIN LTD PRT

    LOW INCOME HOUSING · VA

  • VILLA RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • VISTAS RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • WEST VALLEY RHF PARTNERS LP

    LOW INCOME HOUSING · CA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CAPITOL TOWERS RHF HOUSING INC

    C · SPONSOR ORGANIZATION · CT

  • CARLIN RHF HOUSING INC

    C · SPONSOR ORGANIZATION · VA

  • CHARLES STREET RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • COLLEGE VILLAS RHF HOUSING INC

    C · SPONSOR ORGANIZATION · NV

  • CONGREGATIONAL TOWER LLC

    C · SPONSOR ORGANIZATION · CA

  • CONGREGATIONAL TOWER RHF HOUSING INC

    C · SPONSOR ORGANIZATION · CA

  • FOUNDATION FINANCIAL SERVICES INC

    C · SPONSOR ORGANIZATION · CA

  • HAMILTON RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • MASON PLACE RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • PIONEER TOWERS RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • RETIREMENT ENTERPRISES INC

    C · SPONSOR ORGANIZATION · CA

  • RIVERSIDE RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • SEABURY HEIGHTS RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • SHEPHERD PARK RHF HOUSING INC

    C · SPONSOR ORGANIZATION · CT

  • SYMPHONY EAST RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • SYMPHONY WEST RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • UNITED CONGREGATE CARE INC

    C · SPONSOR ORGANIZATION · CA

  • VISTAS RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • WEST VALLEY RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • 3555 WHITTIER RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • ESSEX VILLAGE RHF HOUSING INC

    C · SPONSOR ORGANIZATION · RI

  • KINGS GRANT RHF HOUSING INC

    C · SPONSOR ORGANIZATION · RI

Provenance

Return type
form_990
Tax year
2023
Filed
20 February 2025
IRS schema version
2023v6.0
Source object
202520519349300227

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