Mission
HEART MEETS CRITICAL HOUSING NEEDS IN SAN MATEO COUNTY BY RAISING BOTH PUBLIC AND PRIVATE FUNDS. HEART INVESTS THE FUNDS IT RAISES IN AFFORDABLE HOUSING DEVELOPMENTS FOR LOW AND MODERATE INCOME PEOPLE AND IN LOANS TO FIRST TIME HOMEBUYERS
Public Charity
HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY
Based in SAN MATEO, CA, HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY operates as a Public Charity. The organization reported $5.8M in revenue, $1.2M in expenses, $29.3M in total assets for fiscal year 2025. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $38K.
EIN: 721589835
SAN MATEO, CA
Christianity
NTEE: X20
Latest filing: 2025
Total Revenue$5.8M
Total Expenses$1.2M
Total Assets$29.3M
Grant Records2
Funding Total$38K
Filing Years2021–2025
Where $100 goes at Housing Endowment and Regional Trust of San Mateo County
How Housing Endowment and Regional Trust of San Mateo County divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$77
Programs
the work itself
$21
Management
running the organization
$2
Fundraising
raising the next dollar
Inside the $77 for programs
$77
Heart meets critical housing needs in San Mateo county by providing land acquisition, rehabilitation, and early funding to affordable housing projects for low-income residents
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
FOR GENERAL SUPPORT
$25,000
RELIGION RELATED
$12,500
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
HIGHLY COMP
Alexander Waggoner
DIRECTOR
Anders Fung
EXECUTIVE DI
Armando Sanchez
DIRECTOR
Bart Pantoja
DIR. HOUSING
Boris Vatkin
DIRECTOR
Cliff Lentz
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $5.8M | $1.2M | $29.3M |
| 2024 | $3.5M | $1.0M | $24.8M |
| 2023 | $2.5M | $764K | $21.8M |
| 2022 | $4.5M | $584K | $20.1M |
| 2021 | $848K | $632K | $15.1M |
Between 2021 and 2025, reported annual revenue grew from $848K to $5.8M (+581%), with total assets most recently reported at $29.3M.
Interactive year-over-year charts and full filing details available with membership.