Mission
TO PROVIDE INNOVATIVE AFFORDABLE HOUSING AND SERVICES TO LOW INCOME SENIORS IN SANTA CLARA COUNTY SO PEOPLE IN THIS COMMUNITY CAN LIVE THEIR ENTIRE LIVES WITH SAFETY, DIGNITY AND RESPECT.
Public Charity
SANTA CLARA METHODIST RETIREMENT FOUNDATION INC
Based in SANTA CLARA, CA, SANTA CLARA METHODIST RETIREMENT FOUNDATION INC operates as a Public Charity. The organization reported $7.5M in revenue, $7.0M in expenses, $37.6M in total assets for fiscal year 2025. Imperigo tracks 5 reported grants from this foundation totaling approximately $60K.
EIN: 942205588
SANTA CLARA, CA
Latest filing: 2025
Total Revenue$7.5M
Total Expenses$7.0M
Total Assets$37.6M
Grants Given5
Grant Total$60K
Filing Years2021–2025
Sample Grants Given
TO SUPPORT SERVICES FOR SENIOR CITIZENS.
$15,000
TO SUPPORT SERVICES FOR SENIOR CITIZENS.
$15,000
TO SUPPORT SERVICES FOR SENIOR CITIZENS.
$10,000
TO SUPPORT SERVICES FOR SENIOR CITIZENS.
$10,000
TO SUPPORT SERVICES FOR SENIOR CITIZENS.
$10,000
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
DIRECTOR
Alena Schultz
ACCOUNTING MANAGER
Christina Piexoto
PRESIDENT
Dawn Macdonald
SECRETARY
Diana Lovelady
DIRECTOR OF OPERATIONS
Kathy Betts
DIRECTOR OF FINANCE
Lisa Flohr
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $7.5M | $7.0M | $37.6M |
| 2024 | $7.1M | $6.8M | $36.9M |
| 2023 | $7.0M | $7.5M | $36.3M |
| 2022 | $6.6M | $7.0M | $46.2M |
| 2021 | $6.6M | $6.0M | $40.0M |
Between 2021 and 2025, reported annual revenue grew from $6.6M to $7.5M (+14%), with total assets most recently reported at $37.6M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA.
CA
Full geographic grant map with state-by-state breakdown available with membership.