Mission
THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY.
Public Charity
THE HEALTH TRUST
Based in SAN JOSE, CA, THE HEALTH TRUST operates as a Public Charity. The organization reported $16.5M in revenue, $10.0M in expenses, $136.8M in total assets for fiscal year 2025. Imperigo tracks 142 reported grant relationships connected to this organization totaling approximately $9.4M.
EIN: 946050231
SAN JOSE, CA
Health Care N.E.C.
NTEE: E99
Latest filing: 2025
Total Revenue$16.5M
Total Expenses$10.0M
Total Assets$136.8M
Grant Records142
Funding Total$9.4M
Filing Years2021–2025
Where $100 goes at The Health Trust
How The Health Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$82
Programs
the work itself
$15
Management
running the organization
$3
Fundraising
raising the next dollar
Inside the $82 for programs
$50
Grant making:as a funder, The Health Trust invests in community-based organizations and public agencies advancing health equity and systems-level change.Annually, The Health Trust commits to invest over $2.3…
$32
Advocacy:as an advocate, The Health Trust champions systems and policy changes that align with its mission and focus areas
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
$163,200
healthcare programs
$143,337
$27,965
NON-PROFIT ORNGANIZATION DEDICATED TO TRANSFORMING SILICON VALLEY INTO THE HEALTHIEST REGION IN AMERICA FOR EVERYONE THROUGH THREE INITIATIVES: HEALTHY LIVING, HEALTHY AGING, AND HEALTHY COMMUNITIES.
$15,000
For grant recipient's exempt purposes
$14,000
Showing up to 5 of 142 total records — full history available with membership.
Officers & Directors
INTERIM CFO (START 07/24)
Amy Chan Cao Thru 0624
BOARD MEMBER
Ben Dubin
BOARD MEMBER
Brad Baron
BOARD MEMBER
Craig Stephens Phd
VICE CHAIR
David O'reilly
BOARD MEMBER (THRU 06/25)
Edward Reginelli
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $16.5M | $10.0M | $136.8M |
| 2024 | $21.5M | $22.7M | $129.9M |
| 2023 | $20.3M | $18.9M | $125.0M |
| 2022 | $27.9M | $19.0M | $121.7M |
| 2021 | $21.2M | $20.6M | $138.8M |
Between 2021 and 2025, reported annual revenue declined from $21.2M to $16.5M (-22%), with total assets most recently reported at $136.8M.
Interactive year-over-year charts and full filing details available with membership.