The Health Trust is a San Jose, California-based health care conversion foundation that supports health equity in Silicon Valley through grantmaking, policy advocacy, and partnerships. It invests in nonprofit and public agencies serving residents of Santa Clara and Northern San Benito counties, with a focus on food and nutrition, chronic disease prevention and management, and supportive housing.
Key facts about The Health Trust
In short: The Health Trust gave $3.6M across 24 grants in 2025 (avg $150K), mostly in California. 17% of 2025 grantees were new. Source: 2025 IRS Form 990 filing.
- EIN
- 94-6050231
- Latest 990 filing
- Form 990 filing, 2025
- Annual giving (2025)
- $3,589,374
- Grants made (2025)
- 24
- Average grant
- $149,557
- Median grant
- $123,600
- New grantees (estimate)
- 17% first-time grantees (4 of 24, 2025)
- Total assets
- $136,803,917
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990 filing, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 filing · View filing
Total Assets
$136.8M
+5.3% YoY
Annual Giving
$3.6M
+2.6% YoY
Grant Count
24
+9.1% YoY
Avg Grant Size
$150K
-6.0% YoY
Is The Health Trust open to new grantees?
17%
first-time grantees, 2025
In 2025, 4 of 24 grantees (17%) were first-time recipients. First grants averaged $156K; repeat grants $148K. How we count
Medians: $111K first-time, $125K repeat.
- 21% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Health Trust’s stated mission is to advance health equity across Silicon Valley through strategic funding, advocacy, and partnership. Its three focus areas are Food & Nutrition, Chronic Disease Prevention & Management, and Supportive Housing. The organization also considers some projects outside those areas through its Health Equity Fund when they address health disparities.
Its grants support projects and organizations working on food access, chronic disease care, and housing-related health and wellness services. For example, grantee Youth Alliance describes its work as prevention, intervention, and community outreach for at-risk youth and economically disadvantaged families. Second Harvest of Silicon Valley says it works toward a hunger-free community by providing more healthy food and better access to food. Family Supportive Housing describes providing shelter, housing opportunities, and educational support to families.
Grantmaking
In filing year 2025, The Health Trust reported 24 grants totaling $3,589,374. Those grants ranged from $32,374 to $450,000, with a median of $123,600. Separately, the organization reported awarding 25 Health Partnership Grants totaling $3.55 million in fiscal year 2025, as well as 52 Community Grants totaling $100,000.
Open Grants
1 open opportunity from The Health Trust
Ready to take the next step with The Health Trust?
Geographic Focus
Where this funder awards grants
Health Partnership projects must directly benefit residents of Santa Clara County and/or Northern San Benito County. All grant dollars in the 2025 filing-year data went to recipients in California.
Grant Distribution by State
Share of all 24 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.3M (2020) to $3.9M (2022). In 2025 it made 24 grants totaling $3.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Silicon Valley Community Foundation ($450K). Together the top 10 received $2.3M.
Grant Size Distribution
112 grants across all recorded years
The most common grant size was in the $100–250K range: 66 grants of 112 (59%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Silicon Valley Community Foundation Mountain View, CA | To identify and fund community-led organizations and/or initiatives to improve health outcomes in santa Clara county. | $450,000 |
| Youth Alliance Hollister, CA | To address food insecurity and expand wraparound support, including trauma-informed care into its programs for marginalized youth and families in south santa clara and northern san Benito counties. | $407,000 |
| Valley Health Foundation San Jose, CA | To facilitate the building of partnerships and a framework for a new, long-term vision for local health departments and advance a sustained presence for philanthropy in support of public healths essential work. | $300,000 |
| Gardner Health Services San Jose, CA | To improve diabetes management at gardners gilroy health center, enhancing care quality and outcomes for vulnerable patients. | $205,000 |
| Roots Community Health Center Oakland, CA | To bolster its type 2 diabetes management program by leveraging technology and personalized care to create sustainable, impactful change for communities of african descent. | $200,000 |
| Indian Health Center of Santa Clara Valley Inc San Jose, CA | To strengthen its diabetes care program, reducing complications and improving outcomes for patients in santa Clara county. | $180,000 |
| Hunger at Home San Jose, CA | To address food insecurity among college students by launching a free nutritious meal program through the spartan food pantry at san jose state university. | $150,000 |
| Second Harvest of Silicon Valley San Jose, CA | To support food distribution programs in south santa Clara county and assist with calfresh enrollment to further combat food insecurity. | $150,000 |
| Amigos De Guadalupe Center for Justice and Empowerment San Jose, CA | To support amigos plans to strengthen the agencys foundation and continue providing quality services in order to serve the community. | $125,000 |
| Family Supportive Housing Inc San Jose, CA | To support family supportive housings shelter and aftercare program, contributing to its long-term sustainability, ensuring continuous support for the families they serve. | $125,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $136,803,917 | $16,515,068 | $9,960,673 | $3,589,374 |
| 2024 | $129,922,263 | $21,536,455 | $22,715,007 | $3,500,000 |
| 2023 | $124,963,416 | $20,287,539 | $18,894,126 | $2,300,000 |
The filing type is 990T.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $136,803,917 | $129,922,263 | $124,963,416 |
| Revenue | $16,515,068 | $21,536,455 | $20,287,539 |
| Expenses | $9,960,673 | $22,715,007 | $18,894,126 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $12,739,338 | $5,899,016 | $6,933,133 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lisa Yarbrough-Gauthier as chair and David O’Reilly as vice chair. Michele Lew is listed as secretary through June 2025. Listed board members are Brad Baron, Wei-Ting Chen, Ben Dubin, Neysa Fligor (through October 2024), Greg Henderson (through June 2025), Rhonda McClinton-Brown, and Rajan Narang.
The Health Trust is led by Michele Lew, Secretary & CEO since 2025 (on filings since 2020); 7 of 19 officers listed in 2025 are compensated.
Officers on the 2025 filing
Michele Lew
Secretary & CEO
CEO → Secretary & CEO, 2025
On filings since 2020
40 hrs/week
$307K (2020) → $268K (2025)
Lisa Yarbrough-Gauthier
Chair
Board Member → Chair, 2024
On filings since 2022
2 hrs/week
No compensation reported
Matthew Vanderwerf
Director of Human Resources
Director of Hr → Director of Human Resources, 2024
On filings since 2021
40 hrs/week
$111K (2021) → $156K (2025)
Elisa Koff-Ginsborg
Director of Mental Health
Executive Director Associate of Mental Health → Director of Mental Health, 2024
On filings since 2022
40 hrs/week
$138K (2022) → $174K (2025)
Ngoc Ho
Director of Business Operations
New on the 2025 filing
40 hrs/week
$136K (2025)
Maria Garcia
Vice President of Programs & Strategy
Program Officer & Grants → Dirctor of Grant Making, 2024
Dirctor of Grant Making → Vice President of Programs & Strategy, 2025
On filings since 2020
40 hrs/week
$107K (2020) → $163K (2025)
Shuanta McGee
Vice President of Programs
On filings since 2024
40 hrs/week
$204K (2024) → $141K (2025)
Yukiko Hatanaka
Clinical Supervisor
New on the 2025 filing
40 hrs/week
$123K (2025)
Craig Stephens PhD
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Edward Reginelli
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Efren Rosas MD
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Greg Henderson
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Ben Dubin
Board Member
On filings since 2022
2 hrs/week
No compensation reported
David O'Reilly
Vice Chair
Board Member → Vice Chair, 2025
On filings since 2022
2 hrs/week
No compensation reported
Brad Baron
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Neysa Fligor
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Rajan Narang
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Rhonda McClinton-Brown
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Wei-Ting Chen
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Former officers (21)
- Former: Amy Chan Cao (2025) — Interim CFO · Filing note: Thru 6/2024
- Former: Amy Chan (2020–2024) — Chief Administrative Officer
- Former: Ann Ravel (2020–2024) — Board Member
- Former: Camille Llanes-Fontanilla Mpa (2020–2024) — Vice Chair
- Former: Carlene Schmidt (2020–2024) — Director of Development
- Former: Robert Robledo (2022–2024) — Secretary
- Former: Tasha Jefferson (2024) — Director of Housing
- Former: Emily Lam MPP (2020–2023) — Board Member
- Former: Jim Heerwagen (2020–2023) — Board Member
- Former: Kelly Chau (2020–2023) — Senior Vice President of Progrms
- Former: Rita Nguyen MD (2020–2023) — Secretary
- Former: Ujjal Kohli (2020–2023) — Board Member
- Former: Teresa Johnson (2023) — Program Director, Food & Nutrition
- Former: Analilia Garcia Drph MPH (2020–2022) — Board Member
- Former: David Neighbors Cpa Mst (2020–2022) — Chair
- Former: Joann Zimmerman RN (2020–2022) — Vice Chair
- Former: Jorge Wong (2021–2022) — Director of Housing Services
- Former: Alexandria Felton MPH (2020–2021) — Board Member
- Former: Jennifer Vanaman (2020–2021) — Director of Aids Services
- Former: Dorcas Roaso-Chan (2020) — Vice President of Housing
- Former: Todd Hansen - To Jan (2020) — Former COO
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $297K, to Amy Chan Cao Thru 0624 (Interim CFO (Start 07/24)). 8 officers or directors reported compensation on that filing.
Contact
Mailing address: 3180 Newberry Drive 200, San Jose, CA 95118
Phone: (408) 513-8700
Website: https://healthtrust.org
Frequently asked questions about The Health Trust
How much does The Health Trust give each year?
The Health Trust gave $3.6M across 24 grants in 2025, according to its 2025 IRS Form 990 filing. In 2024 it gave $3.5M across 22 grants.
What is The Health Trust's typical grant size?
The Health Trust's median grant in 2025 was $123,600, and its average grant was $149,557, across 24 grants on its 2025 IRS Form 990 filing. Organizations receiving their first grant from The Health Trust that year got $156K on average.
Where does The Health Trust give grants?
The Health Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990 filing went to recipients there. The most frequent recipient cities were San Jose, CA (17 grants) and Hollister, CA (2 grants).
Does The Health Trust give general operating support?
Occasionally: 4% of The Health Trust's 2025 grants with a stated purpose (1 of 24) were for general or operating support, per its 2025 IRS Form 990 filing.
Who are The Health Trust's largest grantees?
The Health Trust's largest 2025 grantees include Silicon Valley Community Foundation ($450,000), Youth Alliance ($407,000) and Valley Health Foundation ($300,000), according to its 2025 IRS Form 990 filing. Together they received 32% of its itemized 2025 grant dollars.
How large is The Health Trust?
The Health Trust reported $136.8M in total assets on its 2025 IRS Form 990 filing. Its revenue that year was $16.5M.
What does The Health Trust fund?
The Health Trust’s stated mission is to advance health equity across Silicon Valley through strategic funding, advocacy, and partnership. Its three focus areas are Food & Nutrition, Chronic Disease Prevention & Management, and Supportive Housing. See mission & focus areas ↑
How do I apply for a grant from The Health Trust?
In filing year 2025, The Health Trust reported 24 grants totaling $3,589,374. Those grants ranged from $32,374 to $450,000, with a median of $123,600. Separately, the organization reported awarding 25 Health Partnership Grants totaling $3.55 million in fiscal year 2025, as well as 52 Community Grants totaling $100,000.
What is The Health Trust's EIN?
The Health Trust's EIN (Employer Identification Number) is 94-6050231. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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