The Health Trust is a 501(c)(3) nonprofit organization and public charity headquartered in San Jose, California. Founded in 1996 as a hospital conversion foundation from the sale of Good Samaritan Health System, the organization operates as a nonprofit operating foundation dedicated to building health equity in Silicon Valley. As of 2024, The Health Trust refocused its work exclusively on advocacy and grantmaking after transitioning its direct service programs to other providers.
Financial Overview
From 2025 IRS Form 990-PF · 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
Mission & Focus Areas
Mission: The Health Trust's mission is to build health equity in Silicon Valley. The organization believes that everyone in the community should have the opportunity to be healthy, and that a person's income, race, immigration status, language, age, or zip code should never act as a barrier to health.
Primary Focus Areas:
- Food access and nutrition services
- Mental health services
- Economic opportunity and leadership development
- Health of Black communities
- Chronic disease prevention and management
- Housing and health
The organization operates through three primary roles: as a funder awarding grants to community-based organizations, as an advocate championing systems and policy changes, and through partnerships with other funders and stakeholders.
Grantmaking
How to Apply
** Organizations interested in Health Partnership Grants are encouraged to contact grants@healthtrust.org for pre-application support and questions about alignment before submitting a concept form.
Ready to take the next step with The Health Trust?
Geographic Focus
Where this funder awards grants
The Health Trust funds nonprofit and public agencies serving Santa Clara County and Northern San Benito County, California, with a priority on communities disproportionately impacted by health disparities.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets:
- Total assets: $126-129.9 million (as of 2023-2024)
- Total assets: $137 million (2025)
Annual Giving & Revenue:
- Annual giving: $3.5-4.3 million
- Total revenues: $21.5 million (2024)
- Total revenues: $16.5 million (2025)
Expenses:
- Total expenses: $22.7 million (2024)
- Total expenses: $9.96 million (2025)
Organizational Scale:
- Approximately 140 employees (2024)
| 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 | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
112 grants across all recorded years
Open Grants
1 open opportunity from The Health Trust
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Silicon Valley Community Foundation ($450,000), Youth Alliance ($407,000), Valley Health Foundation ($300,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| BAY AREA WOMENS SPORTS INITIATIVE INC SAN JOSE, CA | TO EXPAND ITS LEADERSHIP ACCELERATOR FOR GIRLS THROUGH SPORT AT W.C. OVERFELT HIGH SCHOOL IN EAST SAN JOSE, EMPOWERING HIGH SCHOOL GIRLS THROUGH SPORTS, LEADERSHIP DEVELOPMENT, AND SOCIAL-EMOTIONAL LEARNING TO BOOST CONFIDENCE, CONNECTION, AND LONG-TERM HEALTH OUTCOMES. | $75,000 |
| COMMUNITY FOOD BANK OF SAN BENITO COUNTY HOLLISTER, CA | TO STRENGTHEN THE FOOD BANKS OPERATIONS AND PROGRAMS BY INCORPORATING A SECOND MOBILE PANTRY FOR THE SAN BENITO COUNTY COMMUNITY. THIS PANTRY WOULD WORK TO ESTABLISH A PRESENCE IN THE MORE RURAL AREAS OF SAN BENITO COUNTY INCLUDING SAN JUAN BAUTISTA, SAN FELIPE, AND RIDGEMARK. | $120,000 |
| COMMUNITY HEALTH PARTNERSHIP SAN JOSE, CA | TO INCREASE THE ORGANIZATIONS "KNOW YOUR RIGHTS" ADVOCACY AND COMMUNICATION EFFORTS AND TO INCREASE PATIENT ENGAGEMENT WITH SANTA CLARA COUNTY'S HEALTH CARE SAFETY NET IN ORDER TO HELP CLOSE GAPS IN CARE. | $100,000 |
| COMMUNITY SEVA INC SAN JOSE, CA | TO PROVIDE HOT, NUTRITIOUS MEALS TO THE UNHOUSED COMMUNITY, THROUGH CAPACITY AND OPERATIONAL SUPPORT OF COMMUNITY SEVAS NEW CENTRALIZED KITCHEN, SEVA KITCHEN. | $50,000 |
| 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 |
| FRESH APPROACH CONCORD, CA | TO DEVELOP A PATHWAY FOR CONTRACTING, BUILDING STRATEGIC RELATIONSHIPS, AND EFFECTIVELY NAVIGATING NEGOTIATIONS WITH HEALTH PLANS, WHILE ESTABLISHING CALAIM REIMBURSEMENT STATUS FOR FRESH APPROACHS COMMUNITY-BASED PRODUCE PRESCRIPTION NUTRITION INTERVENTIONS. | $50,000 |
| 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 |
| 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 |
| 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 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Dr. Tony Iton: CEO and President
- Michele Lew, MPP: Chief Executive Officer (listed in some sources)
- Dennise Carter: Vice President, External Affairs
- Sean Dollard: Program Officer, Grantmaking
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA YARBROUGH-GAUTHIER | CHAIR | 2 | — |
| DAVID O'REILLY | VICE CHAIR | 2 | — |
| MICHELE LEW | SECRETARY (THRU 06/25) | 2 | — |
| BRAD BARON | BOARD MEMBER | 2 | — |
| WEI-TING CHEN | BOARD MEMBER | 2 | — |
| BEN DUBIN | BOARD MEMBER | 2 | — |
| NEYSA FLIGOR | BOARD MEMBER (THRU 10/24) | 2 | — |
| GREG HENDERSON | BOARD MEMBER (THRU 06/25) | 2 | — |
| RHONDA MCCLINTON-BROWN | BOARD MEMBER | 2 | — |
| RAJAN NARANG | BOARD MEMBER | 2 | — |
| EDWARD REGINELLI | BOARD MEMBER (THRU 06/25) | 2 | — |
| EFREN ROSAS MD | BOARD MEMBER (THRU 06/25) | 2 | — |
| CRAIG STEPHENS PHD | BOARD MEMBER | 2 | — |
| AMY CHAN CAO THRU 0624 | INTERIM CFO (START 07/24) | 40 | $297,374 |
| MARIA GARCIA | VP OF PROGRAMS & STRATEGY | 40 | $163,459 |
| SHUANTA MCGEE | VP OF PROGRAMS (THRU 06/24) | 40 | $140,669 |
| ELISA KOFF-GINSBORG | DIRECTOR OF MENTAL HEALTH | 40 | $174,042 |
| MATTHEW VANDERWERF | DIRECTOR OF HUMAN RESOURCES | 40 | $156,172 |
| NGOC HO | DIRECTOR OF BUSINESS OPERATIONS | 40 | $136,430 |
| YUKIKO HATANAKA | CLINICAL SUPERVISOR (THRU 6/24) | 40 | $123,313 |
| MICHELE LEW | CEO (THRU 06/24) | 40 | $267,532 |
Recent News & Activity
Recent developments and announcements
**2026 Grant Cycle:** The Health Trust announced its 2026 Cycle 3 Grants with a focus on resilience through capacity building. Grants are supporting organizations that expand food access, provide mental health services, strengthen economic opportunities, and support the health of Black communities. The funding aims to keep essential community infrastructure stable, responsive, and rooted in equity.
The Health Trust Invests in Capacity to Confront Increasing Health Inequities**2025 Grant Awards:** The Health Trust awarded $3.65 million in FY25 grants and $2.15 million in FY26 Cycle 1 grants to advance health equity across Silicon Valley.
The Health Trust Invests in Capacity to Confront Increasing Health Inequities**Organizational Recognition:** The Health Trust holds a four-star rating with a 100% score, reflecting strong performance in accountability, finance, leadership, adaptability, and culture and community.
The Health Trust Invests in Capacity to Confront Increasing Health InequitiesSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Health Trust fund?
**Mission:** The Health Trust's mission is to build health equity in Silicon Valley. The organization believes that everyone in the community should have the opportunity to be healthy, and that a person's income, race, immigration status, language, age, or zip code should never act as a barrier to health. **Primary Focus Areas:** • Food access and nutrition services • Mental health services • Economic opportunity and leadership development • Health of Black communities • Chronic disease prevent…
How do I apply for a grant from The Health Trust?
**Grant Programs:** • **Health Partnership Grants** (by invitation only): Typically range from $30,000 to $200,000+ • **Community Grants**: Up to $5,000 **Grant Activity:** • Annual giving: $3.5-4.3 million • In FY2024, awarded $3.5 million to 22 community agencies • FY26 Cycle 1 Grants: $2.15 million awarded • FY25 grants: $3.65 million awarded **Decision Timeline:** 3-5 months **Application Process:** Organizations interested in Health Partnership Grants are encouraged to contact grants@healt…
Where does The Health Trust make grants?
The Health Trust funds nonprofit and public agencies serving Santa Clara County and Northern San Benito County, California, with a priority on communities disproportionately impacted by health disparities.
What size grants does The Health Trust award?
In 2025, The Health Trust awarded 24 grants totaling $3.6M — an average of about $150K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in The Health Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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