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The Health Trust

Public charity · Grantmaker San Jose, CA EIN: 94-6050231 Website

The Health Trust is a public charity based in San Jose, California, whose mission is to build health equity in Silicon Valley. It funds community-based organizations and public agencies, and also works on advocacy and systems change, with grantmaking focused on health inequality and the needs of residents of Santa Clara County and Northern San Benito County.

The Health Trust at a glance

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.

Annual giving (2025)
$3,589,374
+2.6% vs 2024
Grants made (2025)
24
+9.1% vs 2024
Average grant
$149,557
-6.0% vs 2024
Median grant
$123,600
Total assets
$136,803,917
+5.3% vs 2024
New grantees (estimate)
17% first-time grantees (4 of 24, 2025; small sample)
Primary geography
California (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to The Health Trust

Invitation Only

Health Partnership Grant proposals are by invitation only. Applicants must be public agencies or nonprofit organizations tax-exempt at the federal and state levels, and projects must directly benefit residents of Santa Clara County and/or Northern San Benito County. The Health Trust prioritizes projects aligned with its focus areas that address health disparities, serve communities experiencing deep disparities, demonstrate the applicant’s capacity and community relationships, and include SMART outcomes. The Grantmaking Committee, made up of trustees and community members with subject-matter expertise, reviews proposals and recommends them to the Board of Trustees. The Trust says it strives to rotate grants among community partners and is not positioned to fund any organization, program, or project on an ongoing basis. It does not typically fund annual appeals or membership drives, endowments, debt retirement, equipment purchases unless part of an eligible project, or grants to individuals.

Contact

Mailing address: 3180 Newberry Drive 200, San Jose, CA 95118
Phone: (408) 513-8700
Website: https://www.thehealthtrust.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Health Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Silicon Valley Community Foundation: $450KSilicon Valley CommunityFoundation$450KYouth Alliance: $407KYouth Alliance$407KValley Health Foundation: $300KValley Health Foundation$300KGardner Health Services: $205KGardner Health Services$205KRoots Community Health Center: $200KRoots Community Health Center$200KIndian Health Center of Santa Clara Valley Inc: $180KIndian Health Center of SantaClara Valley Inc$180KHunger at Home: $150KHunger at Home$150KSecond Harvest of Silicon Valley: $150KSecond Harvest of SiliconValley$150KAmigos De Guadalupe Center for Justice and Empowerment: $125KAmigos De Guadalupe Center forJustice and Empowerment$125KFamily Supportive Housing Inc: $125KFamily Supportive Housing Inc$125K

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

8<$50K30$50–100K66$100–250K5$250–500K2$500K–1M1$1–5M$5M+

The most common grant size was in the $100–250K range: 66 grants of 112 (59%).

Geographic Focus

Where this funder awards grants

The Health Trust’s stated grantmaking geography is Santa Clara County and Northern San Benito County, California. Its website says grants are intended to directly benefit residents of those counties. All 2025 grant dollars itemized in the filing went to recipients in California.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 24 itemized grants.

Cities

San JoseHollisterOaklandMountain ViewCupertinoSanta ClaraSalinasSan FranciscoConcordGilroyMilpitasSunnyvaleEast Palo AltoFremontPalo AltoSan Jose CA USSan MateoScotts ValleyWashington

Is The Health Trust open to new grantees?

17%

first-time grantees, 2025

In 2025, 4 of 24 grantees (17%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M26 grants2020 22 grants2021 27 grants2022 17 grants2023 22 grants2024 24 grants2025

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.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Silicon Valley Community Foundation Mountain View, CATo identify and fund community-led organizations and/or initiatives to improve health outcomes in santa Clara county.$450,000
Youth Alliance Hollister, CATo 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, CATo 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, CATo improve diabetes management at gardners gilroy health center, enhancing care quality and outcomes for vulnerable patients.$205,000
Roots Community Health Center Oakland, CATo 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, CATo strengthen its diabetes care program, reducing complications and improving outcomes for patients in santa Clara county.$180,000
Hunger at Home San Jose, CATo 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, CATo 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, CATo 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, CATo support family supportive housings shelter and aftercare program, contributing to its long-term sustainability, ensuring continuous support for the families they serve.$125,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$136,803,917$16,515,068$9,960,673$3,589,37424$12,739,338
2024$129,922,263$21,536,455$22,715,007$3,500,00022$5,899,016
2023$124,963,416$20,287,539$18,894,126$2,300,00017$6,933,133
2022$121,710,824$27,941,301$18,977,103$3,864,55727$13,081,563
2021$138,810,819$21,227,060$20,568,144$3,402,25122$4,708,034
2020$113,798,767$25,557,598$23,429,512$2,276,93426$5,851,137

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

Mission & Focus Areas

The Health Trust states that its mission is to build health equity in Silicon Valley. Its focus areas are food and nutrition, chronic disease prevention and management, and supportive housing. Its grantmaking also supports projects addressing health disparities, including work on food-system transformation, housing stability, and policy advocacy.

The Health Trust supports nonprofit organizations and public agencies. Examples among its 2025 grantees include Silicon Valley Community Foundation, whose stated mission is to connect people, ideas, and resources to advance equity and opportunity; Second Harvest of Silicon Valley, which says it works toward a hunger-free community through food and community partnerships; and Family Supportive Housing, which says it helps families address needs including food, shelter, education, and employment.

Grantmaking

The Health Trust uses Health Partnership Grants, Community Grants, and Rapid Response Grants. Its 2024 filing describes multi-year Health Partnership Grants and states that the organization invests in projects addressing health inequality, prioritizing deeply impacted communities. It also describes collaborative funding and systems-level work.

For filing year 2025, the IRS filing data lists 24 grants totaling $3,589,374. The itemized grants ranged from $32,374 to $450,000, with a median of $123,600. Separately, the Health Trust’s website reports that in fiscal year 2025 it awarded 25 Health Partnership Grants totaling $3.55 million, plus 52 Community Grants totaling $100,000. Its 2024 filing narrative reports $3.65 million awarded during the year ended June 30, 2025, through grants, convenings, and collaborative initiatives involving 77 nonprofit and public-sector organizations.

Among the largest grants listed in the 2025 filing were $450,000 to Silicon Valley Community Foundation for community-led organizations or initiatives to improve health outcomes in Santa Clara County; $407,000 to Youth Alliance for food-insecurity support and expanded services for marginalized youth and families; and $300,000 to Valley Health Foundation to develop partnerships and a long-term vision for local health departments. Other large awards included $205,000 to Gardner Health Services and $200,000 to Roots Community Health Center for diabetes-management work, and $180,000 to Indian Health Center of Santa Clara Valley for its diabetes-care program.

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. Other 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

Amy Chan Cao Thru 0624 — Interim CFO (Start 07/24): $297KAmy Chan Cao Thru 0624Interim CFO (Start 07/24)$297KMichele Lew — CEO (Thru 06/24): $268KMichele LewCEO (Thru 06/24)$268KElisa Koff-Ginsborg — Director of Mental Health: $174KElisa Koff-GinsborgDirector of Mental Health$174KMaria Garcia — VP of Programs & Strategy: $163KMaria GarciaVP of Programs & Strategy$163KMatthew Vanderwerf — Director of Human Resources: $156KMatthew VanderwerfDirector of Human Resources$156KShuanta McGee — VP of Programs (Thru 06/24): $141KShuanta McGeeVP of Programs (Thru 06/24)$141KNgoc Ho — Director of Business Operations: $136KNgoc HoDirector of Business Operations$136KYukiko Hatanaka — Clinical Supervisor (Thru 6/24): $123KYukiko HatanakaClinical Supervisor (Thru 6/24)$123K

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.

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. 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. 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 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.

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. 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. Its revenue that year was $16.5M.

What does The Health Trust fund?

The Health Trust states that its mission is to build health equity in Silicon Valley. Its focus areas are food and nutrition, chronic disease prevention and management, and supportive housing. See mission & focus areas ↑

How do I apply for a grant from The Health Trust?

Health Partnership Grant proposals are by invitation only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS February 19, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS March 14, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS March 22, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS March 19, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS February 12, 2025)
  6. Updated Form 990 for fiscal year 2025 (received by the IRS January 13, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). The Health Trust funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/the-health-trust-morg_f363fc011c7545b9944d3ba6f5ceb539

BibTeX
@misc{grantable_946050231_2026,
  author       = {{Grantable}},
  title        = {{The Health Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/the-health-trust-morg_f363fc011c7545b9944d3ba6f5ceb539},
  note         = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from The Health Trust'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.

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