Mount Zion Health Fund logo

Mount Zion Health Fund

Public charity · Grantmaker San Francisco, CA EIN: 94-2978978 Website

Mount Zion Health Fund is a public charity based in San Francisco, California. It is a supporting foundation of the Jewish Federation Bay Area and supports healthcare, research, education, and community health initiatives reflecting the legacy of Mount Zion Hospital.

Key facts about Mount Zion Health Fund

In short: Mount Zion Health Fund gave $2.0M across 29 grants in 2025 (avg $69K), mostly in California. Source: 2025 IRS Form 990.

EIN
94-2978978
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$2,003,304
Grants made (2025)
29
Average grant
$69,079
Median grant
$50,000
Total assets
$60,322,742
Primary geography
California (100% of itemized 2025 grant dollars)
How to apply
The fund describes its grant cycles as invitation-only. Full details ↓
Deadline
The next submission deadline for Mount Zion Campus-based Awards is listed as TBD.

Data from IRS Form 990, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$60.3M

+6.9% YoY

Annual Giving

$2.0M

-53.6% YoY

Grant Count

29

-44.2% YoY

Avg Grant Size

$69K

-16.8% YoY

How Mount Zion Health Fund gives

  • Giving held roughly steady from 2022 to 2025 (+19%). Method

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

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The fund’s mission is to support programs and research that improve the physical, emotional, and spiritual health of vulnerable populations in San Francisco. It also states a commitment to advancing health for underserved people with limited access to quality health services.

Its funding priorities include scholarships at UCSF, research, patient care, continuing provider education, public health outreach, mental health services, and Jewish community health outreach and education. The fund’s Mount Zion Campus-based Awards support direct patient care or medical education and training at UCSF Mount Zion; research funds are allocated through a separate process.

Grantmaking

The 2025 filing reports 29 grants totaling $2,003,304. Individual grants ranged from $8,000 to $459,302, with a median of $50,000. All reported 2025 grant dollars went to recipients in California.

Grant Range

is $5,000–$40,000.

Review Cycle

as invitation-only. Organizations meeting its stated criteria may submit an inquiry to explore potential opportunities; the fund says it reviews inquiries and responds within 5–7 business days. Its online inquiry form asks for organizational and project information, including a project description and estimated funding amount. Grant funds may cover reasonable, necessary, project-related costs such as personnel, program expenses, supplies, technology, evaluation support, and project-specific equipment. The fund generally does not cover indirect or overhead costs, new construction or major renovations, routine operating expenses, permanent staffing without a sustainability plan, pre-approval expenses, political activity, or religious worship, instruction, or proselytization. Recipients must report as specified in their award agreements. For Mount Zion Campus-based Awards, proposals require an evaluation plan with quantitative and qualitative outcomes, and the grant range is $5,000–$40,000.

Open Grants

3 open opportunities from Mount Zion Health Fund

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Geographic Focus

Where this funder awards grants

The fund’s stated community-health focus is San Francisco, and its funding priorities include UCSF programs. In the 2025 filing, all grant dollars were reported as going to California recipients.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 29 itemized grants.

States

Cities

San FranciscoBerkeleyCupertinoOakland

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M54 grants2019 63 grants2020 48 grants2021 36 grants2022 41 grants2023 52 grants2024 29 grants2025

From 2019 to 2025, annual grant giving ranged from $1.7M (2022) to $4.3M (2024). In 2025 it made 29 grants totaling $2.0M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

The Regents of the University of California San Francisco: $1.7M across 26 grantsThe Regents of the Universityof California San Francisco$1.7M · 26 grantsSan Francisco Campus for Jewish Living: $150KSan Francisco Campus forJewish Living$150KTides Center - Shalom Bayit: $88KTides Center - Shalom Bayit$88KJewish Vocational & Career Counseling Service: $75KJewish Vocational & CareerCounseling Service$75K

The largest 2025 recipient was The Regents of the University of California San Francisco ($1.7M across 26 grants). Together the top 4 received $2.0M.

Grant Size Distribution

206 grants across all recorded years

132<$50K47$50–100K21$100–250K4$250–500K$500K–1M2$1–5M$5M+

The most common grant size was under $50K: 132 grants of 206 (64%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Regents of the University of California San Francisco San Francisco, CAWatson Scholars Awards$459,302
The Regents of the University of California San Francisco San Francisco, CARap-Awardsfor MZ Campus Related Pilot Research$380,000
San Francisco Campus for Jewish Living San Francisco, CAGeneral Support$150,000
Tides Center - Shalom Bayit Berkeley, CAGeneral Support$88,000
The Regents of the University of California San Francisco San Francisco, CAPerstein Award for Fiscal 2024-2025$80,000
Jewish Vocational & Career Counseling Service San Francisco, CAGeneral Support$75,000
The Regents of the University of California San Francisco San Francisco, CAEducational Travel Grants$65,000
The Regents of the University of California San Francisco San Francisco, CAJewish Legacy Awards "Chaplaincy Program"$65,000
The Regents of the University of California San Francisco San Francisco, CAUCSF Dermatology MZ Campus-Based Block Grant$50,000
The Regents of the University of California San Francisco San Francisco, CAUCSF Dgim MZ Campus-Based Block Grant$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $60,322,742 $124,065 $2,559,197 $2,003,304 29
2024 $56,432,954 $1,609,200 $4,739,854 $4,316,715 52
2023 $53,347,477 $1,538,171 $3,786,716 $3,147,560 41
Revenue
Expenses
Net Investment Income
$0$5M$10M$15M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$60,322,742$56,432,954$53,347,477
Revenue$124,065$1,609,200$1,538,171
Expenses$2,559,197$4,739,854$3,786,716
Net Investment Income$1,255$1,157,194$1,410,361

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS May 9, 2022)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS May 7, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS April 10, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2024)
  5. Added Form 990 for fiscal year 2019 (received by the IRS July 10, 2020)
  6. Updated Form 990 for fiscal year 2020 (received by the IRS May 12, 2021)
  7. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
  8. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Amy Berler (director/vice president), Warren Braunig, Steven Dinkelspiel, Kalah Espinoza (director/treasurer), Evan Loevner, Laiah Idelson, Karen Aidem Maring (director/president), Susan Rushakoff (director/secretary), Howard Steiermann, and Ted Storey as directors.

Mount Zion Health Fund is led by Karen Aidem Maring, Director & President since 2025 (on filings since 2019); none of the 20 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Karen Aidem Maring

    Director & President

    Director → Director & President, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Amy Berler

    Director & Vice President

    Director → Director & Vice President, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Howard Steiermann

    Director

    Director → Director & Treasurer, 2022

    Director & Treasurer → Director, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Mike Rabow

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Shelley Adler

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Steven Dinkelspiel

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Susan Rushakoff

    Director & Secretary

    Director → Director & Secretary, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • Ted Storey

    Director

    Director, Vice President & Treasurer From → Director & President, 2022

    Director & President → Director, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Cathy Park

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Lynn Sedway

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Judy Young

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Kalah Espinoza

    Director & Treasurer

    Director → Director & Treasurer, 2025

    On filings since 2022

    1 hr/week

    No compensation reported

  • Laiah Idelson

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Warren Braunig

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Michelle Guy

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Mitch Feldman

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Evan Loevner

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Fiona Wilson

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Megan Bontempo

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Narda Skov

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (12)
  • Former: Lee Atkinson-McEvoy (2019–2024) — Director
  • Former: Andy Murr MD (2019–2023) — Director
  • Former: Jay Luxenberg MD (2019–2023) — Director
  • Former: Mary De May MD (2019–2022) — Director
  • Former: Cathy Dobbs Goldstein (2019–2021) — Director
  • Former: Jackie Shelton-Miller (2019–2021) — Director
  • Former: Meryl Brod PhD (2019–2021) — Director
  • Former: Sue Reinhold PhD (2019–2021) — Director & Treasurer to
  • Former: Bruce Wintroub MD (2019–2020) — Director
  • Former: Dana Corvin (2019–2020) — President Emeritus
  • Former: Lynn Bunim (2019–2020) — Vice President & Director
  • Former: Susan Rothenberg (2019–2020) — Director

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.

Contact

Mailing address: 121 Steuart Street, San Francisco, CA 94105
Phone: (415) 777-0411
Website: https://mzhf.org

Frequently asked questions about Mount Zion Health Fund

How much does Mount Zion Health Fund give each year?

Mount Zion Health Fund gave $2.0M across 29 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $4.3M across 52 grants.

What is Mount Zion Health Fund's typical grant size?

Mount Zion Health Fund's median grant in 2025 was $50,000, and its average grant was $69,079, across 29 grants on its 2025 IRS Form 990.

Where does Mount Zion Health Fund give grants?

Mount Zion Health Fund 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 San Francisco, CA (28 grants).

Does Mount Zion Health Fund give general operating support?

Yes: 10% of Mount Zion Health Fund's 2025 grants with a stated purpose (3 of 29) were for general or operating support, per its 2025 IRS Form 990.

Who are Mount Zion Health Fund's largest grantees?

Mount Zion Health Fund's largest 2025 grantees include The Regents of the University of California San Francisco ($1,690,304 across 26 grants), San Francisco Campus for Jewish Living ($150,000) and Tides Center - Shalom Bayit ($88,000), according to its 2025 IRS Form 990. Together they received 96% of its itemized 2025 grant dollars.

How large is Mount Zion Health Fund?

Mount Zion Health Fund reported $60.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $124K.

What does Mount Zion Health Fund fund?

The fund’s mission is to support programs and research that improve the physical, emotional, and spiritual health of vulnerable populations in San Francisco. It also states a commitment to advancing health for underserved people with limited access to quality health services. See mission & focus areas ↑

How do I apply for a grant from Mount Zion Health Fund?

The fund describes its grant cycles as invitation-only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Mount Zion Health Fund's EIN?

Mount Zion Health Fund's EIN (Employer Identification Number) is 94-2978978. IRS Form 990 filing data is available on this page for 2019–2025.

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

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