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Retirement Housing Foundation

Public charity · Grantmaker Long Beach, CA EIN: 95-2249495 Website

To provide affordable housing and service coordination for persons with limited incomes in an inclusive environment that enhances their quality of life physically, mentally, and spiritually.

Key facts about Retirement Housing Foundation

In short: Retirement Housing Foundation gave $3.4M across 5 grants in 2025 (avg $689K), mostly in California. Source: 2025 IRS Form 990.

EIN
95-2249495
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$3,446,945
Grants made (2025)
5
Average grant
$689,389
Median grant
$708,810
Total assets
$263,657,580
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$263.7M

+16.2% YoY

Annual Giving

$3.4M

-26.8% YoY

Grant Count

5

-44.4% YoY

Avg Grant Size

$689K

+31.7% YoY

How Retirement Housing Foundation gives

  • Giving grew 372% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Retirement Housing Foundation

Based on IRS filings

Retirement Housing Foundation is a public charity focused on Human Services, based in Long Beach, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $263.7M in total assets. In 2025, it awarded 5 grants totaling $3.4M. Net investment income was $5.0M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

Long BeachCulver CitySan PedroClevelandEasthampton

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M2 grants2019 2 grants2020 4 grants2021 2 grants2022 12 grants2023 9 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $730K (2022) to $4.7M (2024). In 2025 it made 5 grants totaling $3.4M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Warren Chapel Cme Church: $1.1MWarren Chapel Cme Church$1.1MRHF Foundation: $1.1MRHF Foundation$1.1MRHF Charitable Foundation: $709KRHF Charitable Foundation$709KFoundation Property Management: $252KFoundation Property Management$252KCulver City Rotary Community Foundation: $248KCulver City Rotary CommunityFoundation$248K

The largest 2025 recipient was Warren Chapel Cme Church ($1.1M). Together the top 5 received $3.4M.

Grant Size Distribution

32 grants across all recorded years

7<$50K2$50–100K4$100–250K7$250–500K5$500K–1M7$1–5M$5M+

The most common grant size was under $50K: 7 grants of 32 (22%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Warren Chapel Cme Church San Pedro, CADonation to Unrelated Charitable Organization$1,138,966
RHF Foundation Long Beach, CATo provide additional support to related charitable organization which is in need of financial assistance.$1,099,859
RHF Charitable Foundation Long Beach, CATo provide additional support to related charitable organization which is in need of financial assistance.$708,810
Foundation Property Management Long Beach, CATo provide additional support to related charitable organization which is in need of financial assistance.$251,550
Culver City Rotary Community Foundation Culver City, CADonation to Unrelated Charitable Organization$247,760

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50M$100M$150M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$263,657,580$226,932,871$207,365,153
Revenue$54,575,115$42,118,324$106,870,194
Expenses$26,423,077$26,718,964$28,484,740
Net Investment Income$4,985,502$4,413,764$2,501,501

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS July 24, 2020)
  2. Added Form 990 for fiscal year 2025 (received by the IRS June 1, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Retirement Housing Foundation is led by Hartman Stuart J., President & CEO on every filing since 2023; 17 of 35 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Hartman Stuart J.

    President & CEO

    On filings since 2023

    0.2 hrs/week

    $608K (2023) → $693K (2025)

  • Hart Donald

    Chair

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Fox Buchan Laura L.

    Director of Corp Records

    Director & Corporate Secretary → Corp Secretary & Director of Corp Records, 2024

    Corp Secretary & Director of Corp Records → Director of Corp Records, 2025

    On filings since 2023

    0.2 hrs/week

    $151K (2023) → $164K (2025)

  • Mickelson Lavonne R.

    Director of Afford Housing Ops

    On filings since 2023

    0.2 hrs/week

    $163K (2023) → $0 (2025)

  • Phelps Lori Ann

    Info Systems Director

    On filings since 2023

    0.2 hrs/week

    $161K (2023) → $198K (2025)

  • Steckbeck Kent

    Budget & Analytics Director

    On filings since 2023

    0.2 hrs/week

    $167K (2023) → $201K (2025)

  • East Raymond E.

    Director

    On filings since 2023

    0.2 hrs/week

    No compensation reported

  • Blazejewski Steve

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Goodwin Darrell

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Guffey Edith

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Koide Brian

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • May Arthur

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Miner Don

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Pollock Jeffrey

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Potter Christina

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Talbot Hanneke

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Wilson Cheryl

    Director

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Amberg Robert R.

    Executive Vice President General Counsel

    On filings since 2023

    0.2 hrs/week

    $442K (2023) → $476K (2025)

  • Battaglia Nada

    Vice President Human Resources

    On filings since 2023

    0.2 hrs/week

    $235K (2023) → $253K (2025)

  • Clow John C.

    Vice President Risk Management

    On filings since 2023

    0.2 hrs/week

    $197K (2023) → $226K (2025)

  • Fard Bobby J.

    Vice President Acquis & Proj Development

    On filings since 2023

    0.2 hrs/week

    $214K (2023) → $300K (2025)

  • Magnone Vincent B.

    Vice President Treasury & Invstmt Officer

    On filings since 2023

    0.2 hrs/week

    $239K (2023) → $233K (2025)

  • Robinson Tina M.

    Vice President Housing Accounting

    Director of Acct Exempt → Vice President Housing Accounting, 2024

    On filings since 2023

    0.2 hrs/week

    $161K (2023) → $194K (2025)

  • Rossello Frank Jr.

    CFO & Vice President of Finance

    On filings since 2023

    0.2 hrs/week

    $314K (2023) → $458K (2025)

  • Silva Joanne L.

    Vice President Occupancy & Tax Credit

    On filings since 2023

    0.2 hrs/week

    $159K (2023) → $0 (2025)

  • Titus Stephanie L.

    Vice President Philanthropy & Cso

    On filings since 2023

    0.2 hrs/week

    $231K (2023) → $252K (2025)

  • Gilchrist Kevin Darrell

    Vice President Development Finance & Asset Management

    Vice President Development Finance → Vice President Development Finance & Asset Management, 2025

    On filings since 2024

    0.2 hrs/week

    $228K (2024) → $259K (2025)

  • Chung Dean H.

    Controller

    New on the 2025 filing

    0.2 hrs/week

    $182K (2025)

  • Hall Maggie W.

    Associate Counsel

    New on the 2025 filing

    0.2 hrs/week

    $189K (2025)

  • King Diane D.

    Compl & Privacy Officer

    New on the 2025 filing

    0.2 hrs/week

    $238K (2025)

  • Sanchez Omar E.

    Construction Manager Senior

    New on the 2025 filing

    0.2 hrs/week

    $184K (2025)

  • Bunn Andrew

    Vice Chair & Treasurer

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Collinson Catherine

    Vice Chair

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Desaegher Norma

    Vice President

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

  • Escandon Yuri Andrew

    Vice President Housing Operations

    New on the 2025 filing

    0.2 hrs/week

    No compensation reported

Former officers (43)
  • Former: Desaegher Norma N. (2023–2024) — Director
  • Former: Moyer David S. (2023–2024) — Director
  • Former: Napierskie David W. (2023–2024) — Vice President Health Care Operations
  • Former: Pollock Jeffrey R. (2023–2024) — Director
  • Former: Potter Christina E. (2023–2024) — Director
  • Former: Purcell Christopher (2024) — Controller
  • Former: Gilchrist Kevin D. (2023) — Vice President Development Finance
  • Former: Purcell Christopher J. (2023) — Controller
  • Former: Anders Plett (2019–2022) — Vice President Acquisitions & Proj.
  • Former: Bobby Fard (2019–2022) — Director of Acquisitions
  • Former: Catherine Collinson (2019–2022) — Director
  • Former: Christina E. Potter (2019–2022) — Director
  • Former: Christopher Purcell (2019–2022) — Controller
  • Former: Darryl M. Sexton (2019–2022) — Director
  • Former: David A. Ethington (2019–2022) — Director
  • Former: David S. Moyer (2019–2022) — Chair & Director
  • Former: Deborah J. Stouff (2019–2022) — Vice President Corp Records & Secretary
  • Former: Donald G. Hart (2019–2022) — Treasurer & Director
  • Former: Frank Rossello Jr. (2019–2022) — CFO & Vice President of Finance
  • Former: John Bauman (2019–2022) — Director
  • Former: John Clow (2019–2022) — Director of Risk Management
  • Former: Kevin Gilchrist (2019–2022) — Senior Director of Develop. Finance
  • Former: Laverne R. Joseph (2019–2022) — Past President & CEO
  • Former: Nada Battaglia (2019–2022) — Vice President Human Resources
  • Former: Norma Desaegher (2019–2022) — Vice Chair & Director
  • Former: R. Jeffrey Pollock (2019–2022) — Vice Chair & Director
  • Former: Raymond E. East (2019–2022) — Director
  • Former: Robert R. Amberg (2019–2022) — Senior Vice President General Counsel
  • Former: Stephanie Titus (2019–2022) — Vice President Philanthropy
  • Former: Stuart J. Hartman (2019–2022) — President & CEO
  • Former: Vincent B. Magnone (2019–2022) — Vice President Treasury & CIO
  • Former: Brian M. Koide (2020–2022) — Director
  • Former: Perry Glenn (2020–2022) — Vice President Housing Operations
  • Former: Andrew Bunn (2021–2022) — Director
  • Former: David Napierskie (2021–2022) — Vice President Health Care Operations
  • Former: Cheryl Wilson (2022) — Director
  • Former: Don J. Miner (2022) — Director
  • Former: Laura Fox Buchan (2022) — Director of Corp Records & Corp Secretary
  • Former: Frank G. Jahrling (2019–2021) — Treasurer & Director
  • Former: Misi Tagaloa (2019–2020) — Director
  • Former: Peter Oscar Peabody (2019–2020) — Vice President Health Care Operations
  • Former: Cheryl J. Howell (2019) — Vice President Administrative Services
  • Former: Florence Webb (2019) — Senior Development Project Manager

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Hartman Stuart J — President/CEO: $693KHartman Stuart JPresident/CEO$693KAmberg Robert R — Executive VP Gen Counsel: $476KAmberg Robert RExecutive VP Gen Counsel$476KRossello Frank Jr — CFO and VP of Finance: $458KRossello Frank JrCFO and VP of Finance$458KFard Bobby J — VP Acquis and Proj Dev: $300KFard Bobby JVP Acquis and Proj Dev$300KGilchrist Kevin Darrell — VP Dev Fin & Asset Mgmt: $259KGilchrist Kevin DarrellVP Dev Fin & Asset Mgmt$259KBattaglia Nada — VP Human Resources: $253KBattaglia NadaVP Human Resources$253KTitus Stephanie L — VP Philanthropy/Cso: $252KTitus Stephanie LVP Philanthropy/Cso$252KKing Diane D — Compl and Privacy Officer: $238KKing Diane DCompl and Privacy Officer$238KMagnone Vincent B — VP Treasury & Invstmt Off: $233KMagnone Vincent BVP Treasury & Invstmt Off$233KClow John C — VP Risk Management: $226KClow John CVP Risk Management$226KSteckbeck Kent — Budget & Analytics Dir: $201KSteckbeck KentBudget & Analytics Dir$201KPhelps Lori Ann — Info Systems Director: $198KPhelps Lori AnnInfo Systems Director$198KRobinson Tina M — VP Housing Accounting: $194KRobinson Tina MVP Housing Accounting$194KHall Maggie W — Associate Counsel: $189KHall Maggie WAssociate Counsel$189KSanchez Omar E — Construction Manager Sr: $184KSanchez Omar EConstruction Manager Sr$184KChung Dean H — Controller: $182KChung Dean HController$182KFox Laura L — Director of Corp Records: $164KFox Laura LDirector of Corp Records$164K

The highest reported compensation on the 2025 filing was $693K, to Hartman Stuart J (President/CEO). 17 officers or directors reported compensation on that filing.

Frequently asked questions about Retirement Housing Foundation

How much does Retirement Housing Foundation give each year?

Retirement Housing Foundation gave $3.4M across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $4.7M across 9 grants.

What is Retirement Housing Foundation's typical grant size?

Retirement Housing Foundation's median grant in 2025 was $708,810, and its average grant was $689,389, across 5 grants on its 2025 IRS Form 990.

Where does Retirement Housing Foundation give grants?

Retirement Housing Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Long Beach, CA (3 grants).

Does Retirement Housing Foundation give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on Retirement Housing Foundation's 2025 IRS Form 990 were described as general or operating support.

Who are Retirement Housing Foundation's largest grantees?

Retirement Housing Foundation's largest 2025 grantees include Warren Chapel Cme Church ($1,138,966), RHF Foundation ($1,099,859) and RHF Charitable Foundation ($708,810), according to its 2025 IRS Form 990. Together they received 86% of its itemized 2025 grant dollars.

How large is Retirement Housing Foundation?

Retirement Housing Foundation reported $263.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $54.6M.

What is Retirement Housing Foundation?

Retirement Housing Foundation is a public charity focused on Human Services, based in Long Beach, CA. It holds $263.7M in total assets as of 2025.

What is Retirement Housing Foundation's EIN?

Retirement Housing Foundation's EIN (Employer Identification Number) is 95-2249495. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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