Santa Clara Valley Wellness Foundation
Santa Clara Valley Wellness Foundation is a private foundation focused on Health, based in Santa Paula, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $466K in total assets. In 2025, it awarded 6 grants totaling $11K. Net investment income was $34K.
Santa Clara Valley Wellness Foundation at a glance
In short: Santa Clara Valley Wellness Foundation gave $11K across 6 grants in 2025 (avg $2K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,415
- +3.8% vs 2024
- Grants made (2025)
- 6
- -25.0% vs 2024
- Average grant
- $1,903
- +38.4% vs 2024
- Median grant
- $1,343
- Total assets
- $465,853
- -0.5% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Santa Clara Valley Wellness Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Cal State Channel Islands Scholarsh ($4K). Together the top 5 received $9K.
Organizations only. It also paid 1 grant to individuals ($2,730), which are not listed by name.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 35 grants of 36 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Santa Clara Valley Wellness Foundation gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 191% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $11K (2024) to $80K (2023). In 2025 it made 6 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cal State Channel Islands Scholarsh Camarillo, CA | To Support Student Education | $4,000 |
| 1 grant to individuals Recipients not named | — | $2,730 |
| Spirt of Santa Paula Santa Paula, CA | Serving the Homeless Population in Santa Paula. | $1,685 |
| University of CA Davis Scholarships Davis, CA | To Support Student Education | $1,000 |
| Cal State Fresno Scholarships Fresno, CA | To Support Student Education | $1,000 |
| University of CA Los Angeles Los Angeles, CA | To Support Student Education | $1,000 |
Ready to take the next step with Santa Clara Valley Wellness Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $465,853 | $52,345 | $54,468 | $11,415 | 6 | $51,752 | $34,364 | $27,082 |
| 2024 | $467,975 | $82,071 | $46,548 | $11,000 | 8 | $44,921 | $8,412 | $24,616 |
| 2023 | $432,452 | $36,240 | $134,126 | $79,778 | 8 | $133,541 | $21,115 | $26,056 |
| 2022 | $530,338 | $47,912 | $49,536 | $13,000 | 6 | $48,920 | $37,374 | $31,493 |
| 2021 | $540,550 | $40,125 | $71,195 | $39,244 | 8 | — | $40,080 | $29,209 |
| 2020 | $570,322 | $36,720 | $61,521 | $13,000 | 6 | — | $24,861 | — |
| 2019 | $591,944 | $54,657 | $64,819 | $15,000 | 7 | — | $53,612 | — |
Under IRS private-foundation payout rules, Santa Clara Valley Wellness Foundation reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Santa Clara Valley Wellness Foundation is led by Bea Frias, Executive Director since 2025 (on filings since 2019); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bea Frias
Executive Director
Vice President → Executive Director, 2025
On filings since 2019
5 hrs/week
No compensation reported
Mary McDonald
President
New on the 2025 filing
1 hr/week
No compensation reported
Mary Deines
Secretary & Treasurer
Treasurer → Secretary & Treasurer, 2021
On filings since 2019
5 hrs/week
No compensation reported
Carmen Hernandez
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Cheryl Simonton
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Misty Svestka
Vice President
New on the 2025 filing
1 hr/week
No compensation reported
Sandra Perello
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (6)
- Former: Christine Johnston MD (2019–2024) — Director
- Former: Cindy Jordan (2019–2024) — Director
- Former: Dave Wareham (2019–2024) — Director
- Former: Gloria Camarillo (2019–2024) — Executive Director
- Former: Lupe Barrozo (2019–2024) — Director
- Former: Tracy Shoop (2019–2024) — 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.
Frequently asked questions about Santa Clara Valley Wellness Foundation
How much does Santa Clara Valley Wellness Foundation give each year?
Santa Clara Valley Wellness Foundation gave $11K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 8 grants.
What is Santa Clara Valley Wellness Foundation's typical grant size?
Santa Clara Valley Wellness Foundation's median grant in 2025 was $1,343, and its average grant was $1,903, across 6 grants on its 2025 IRS Form 990-PF.
Where does Santa Clara Valley Wellness Foundation give grants?
Santa Clara Valley Wellness Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Santa Clara Valley Wellness Foundation give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Santa Clara Valley Wellness Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support Student Education" (5 grants).
Who are Santa Clara Valley Wellness Foundation's largest grantees?
Santa Clara Valley Wellness Foundation's largest 2025 grantees include Cal State Channel Islands Scholarsh ($4,000), Spirt of Santa Paula ($1,685) and University of CA Davis Scholarships ($1,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($2,730), which are not listed by name. Together they received 59% of its itemized 2025 grant dollars.
How large is Santa Clara Valley Wellness Foundation?
Santa Clara Valley Wellness Foundation reported $466K in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What is Santa Clara Valley Wellness Foundation?
Santa Clara Valley Wellness Foundation is a private foundation focused on Health, based in Santa Paula, CA. It holds $466K in total assets as of 2025.
What is Santa Clara Valley Wellness Foundation's EIN?
Santa Clara Valley Wellness Foundation's EIN (Employer Identification Number) is 77-0071560. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 11, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Santa Clara Valley Wellness Foundation's focus areas in our free grants database
Similar Funders
Similar funders in California
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, democracy, gender equity, racial justice, and efforts to strengthen nonprofits and philanthropy, with work spanning the San Francisco Bay Area, the U.S. West, and locations including East and West Africa and Mexico. Its 2024 grants had a median award of $150,000, though amounts varied widely. It generally does not accept unsolicited requests, but sometimes invites proposals through open processes.
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Marin Community Foundation funds work in affordable housing and homelessness, community resilience and power, as well as social services, education, arts and conservation, with a focus on marginalized Marin County residents and some broader U.S. and international grantmaking. Its 2025 grants had a median of $25,000, though amounts varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Conrad N Hilton Foundation
Westlake Village, CA
The Conrad N. Hilton Foundation funds nonprofits working to improve lives and alleviate poverty, with initiatives including early childhood development, homelessness, refugees, safe water, and support for foster and opportunity youth. Its work is global, and its 2024 grants had a median award of $76,000. It generally does not accept unsolicited requests, except through its Good Neighbor Program for eligible local nonprofits and Title 1 schools.
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
The California Endowment
Los Angeles, CA
The California Endowment funds nonprofit, government, and eligible faith-based organizations working to advance health and racial equity, strengthen community power, and improve health systems and communities, primarily in California. Its 2024 median grant was $100,000, and funding is by invitation only; it does not accept unsolicited requests.
Assets
$4.5B
Grants
1,125
Total Given
$215.9M
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Santa Clara Valley Wellness Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Santa Clara Valley Wellness Foundation down — hundreds of funders to go?