Health Trust

The Health Trust is a health care conversion foundation that provides grants to left-of-center organizations, offers services to groups seen as victims, and lobbies for left-of-center health care policies. 1

At-A-Glance

Issue Areas: Healthcare Policy
Website: healthtrust.org
Formation:

1996

President/CEO:

Michele Lew

Location: San Jose, CA View on map
Tax ID: 94-6050231
Most Recent Filing: 2025
Budget (2025): Assets: $136,803,917 Revenue: $16,515,068 Expenses: $9,960,673

Contents

    The Health Trust was founded with the proceeds from the sale of a nonprofit hospital system. 2 The board of trustees and leadership team for the Trust include representatives of left-of-center groups, such as the Sobrato Foundation, MapLight, and Carnegie Foundation for the Advancement of Teaching. The Trust also funds other left-of-center nonprofits and coalitions, such as Joint Venture Silicon Valley. 3

    Founding and Governance

    The Health Trust was founded when a for-profit corporation purchased a nonprofit San Jose hospital system in 1996. The proceeds were converted into a trust fund to promote health and access to health care. 2

    The Health Trust is directed by a board of trustees that includes representatives from groups such as the Sobrato Foundation and MapLight. 4 The CEO of the Trust, Michele Lew, previously worked for State Senator Joseph Simitian (D-Palo Alto) and the Carnegie Foundation for the Advancement of Teaching. 5

    Grants

    The Trust operates through three functions: grants, direct services, and lobbying. All three activities fall under the mantle of health, but include a wide range of organizations, actions, and policies. 1

    The Health Trust’s grants are officially directed towards health-related issues, such as providing food, medical services, and affordable housing. These grants include funding for sexually transmitted infection tests for both adults and children, particularly infections common to LGBT individuals such as HIV, and partnering with various aligned organizations. 6

    Other grants, called “Emerging Opportunity Grants,” are directed towards achieving left-of-center equity goals, such as increased diversity and wealth redistribution. 7 The third category of grants, community grants, are the smallest of the three and focused locally, but with no specified kinds of organizations. 8

    Grantee organizations include left-of-center foundations, activist groups, and coalitions, such as Joint Venture Silicon Valley. 3

    Activities

    the Health Trust provides a range of services. The Trust claims to provide general chronic disease services, but only provides HIV/AIDS treatment. 9 However, the Trust does provide a range of community food services, such as delivering meals and groceries and operating a food bank. 10 The Trust also provides housing for individuals with HIV/AIDS. 11

    In addition, the Trust lobbies state and local government for left-of-center policy positions regarding government-provided healthcare and housing and increased welfare spending. 12

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2025 $136,803,917 $16,515,068 $9,960,673 View
    2024 $129,922,263 $21,536,455 $22,715,007 View
    2023 $124,963,416 $20,287,539 $18,894,126 View
    2022 $121,710,824 $27,941,301 $18,977,103 View
    2021 $138,810,819 $21,227,060 $20,568,144 View

    Prior year filings: 2020, 2019, 2018, 2016, 2015, 2014, 2013, 2012, 2011

    Revenue Detail

    Expenses Detail

    Employee Compensation

    • Number of Employees: 103

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Amy Chan Cao Thru 0624INTERIM CFO (START 07/24)$297,374
    Elisa Koff-GinsborgDIRECTOR OF MENTAL HEALTH$174,042
    Maria GarciaVP OF PROGRAMS & STRATEGY$163,459
    Matthew VanderwerfDIRECTOR OF HUMAN RESOURCES$156,172
    Shuanta McGeeVP OF PROGRAMS (THRU 06/24)$140,669
    Ngoc HoDIRECTOR OF BUSINESS OPERATIONS$136,430
    Yukiko HatanakaCLINICAL SUPERVISOR (THRU 6/24)$123,313

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $20,716,792
    • Number of Grants: 588
    • Number of Funders: 99

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $655,2402024 SourcewiseTitle III-C
    $458,1052023 SourcewiseTitle III-C
    $450,0002021 Stanford Health CareECONOMIC SECURITY
    $365,0002022 Stanford Health CareECONOMIC SECURITY
    $350,0002024 Stanford Health CareECONOMIC SECURITY
    $350,0002023 Stanford Health CareECONOMIC SECURITY
    $310,5482022 SourcewiseTitle III-C & D
    $285,3502021 Donor Advised Charitable Giving, Inc.HEALTH
    $270,0002020 Stanford Health CareECONOMIC SECURITY
    $268,1192021 Destination: HomeHuman Services
    $233,6162021 SourcewiseTitle III-C & D
    $200,0002021 Silicon Valley Community Foundation
    $152,0792023 The Silicon Valley Leadership Group Foundationhealthcare programs
    $151,1622020 The Silicon Valley Leadership Group FoundationTO PROVIDE PROGRAM SUPPORT
    $150,0002023 Kaiser Foundation HospitalsThe Health Trust Food Is Medicine Nutrition Interv
    $150,0002021 Silicon Valley Community Foundation
    $143,3372024 The Silicon Valley Leadership Group Foundationhealthcare programs
    $141,0002024 SOBRATO FAMILY FOUNDATION24-51233 – TO PROVIDE PROJECT SUPPORT.
    $141,0002023 SOBRATO FAMILY FOUNDATIONTO PROVIDE GENERAL OPERATING SUPPORT
    $140,0002021 SOBRATO FAMILY FOUNDATIONESSENTIAL HUMAN SERVICES GRANT TO SUPPORT GENERAL OPERATIONS
    $139,5512020 SourcewiseTitle III-C & D
    $131,2502022 SOBRATO FAMILY FOUNDATIONGENERAL OPERATING SUPPORT
    $118,9352022 The Silicon Valley Leadership Group FoundationHEALTHCARE PROGRAMS
    $111,9392021 The Silicon Valley Leadership Group FoundationTO PROVIDE PROGRAM SUPPORT
    $105,0002020 SOBRATO FAMILY FOUNDATIONTO PROVIDE GENERAL OPERATING SUPPORT

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $23,968,323
    • Number of Grants: 199
    • Number of Recipients: 94

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $1,200,0002024 Loaves & Fishes Family KitchenSEE PART IV
    $644,7572022 Santa Clara County Public Health DepartmentSEE PART IV
    $500,0002021 VeggielutionSEE PART IV
    $475,0002021 Roots Community HealthSEE PART IV
    $450,0002025 Silicon Valley Community FoundationTO IDENTIFY AND FUND COMMUNITY-LED ORGANIZATIONS AND/OR INITIATIVES TO IMPROVE HEALTH OUTCOMES IN SANTA CLARA COUNTY.
    $407,0002025 YOUTH ALLIANCETO 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.
    $300,0002025 Valley Health FoundationTO 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.
    $252,5002023 Gardner Family Health Network IncSEE PART IV
    $250,0002020 Roots Community HealthSee part iv
    $249,8282022 African American Community Service AgencySEE PART IV
    $233,5432021 First 5 San Benito CountySEE PART IV
    $229,5552022 VeggielutionSEE PART IV
    $222,0002021 Gardner Family Health Network IncSEE PART IV
    $220,0002021 Loaves & Fishes Family KitchenSEE PART IV
    $219,3692021 PUBLIC HEALTH INSTITUTESEE PART IV
    $215,0002021 The Foundation for Hispanic EducationSEE PART IV
    $205,0002025 Gardner Family Health Network IncTO IMPROVE DIABETES MANAGEMENT AT GARDNERS GILROY HEALTH CENTER, ENHANCING CARE QUALITY AND OUTCOMES FOR VULNERABLE PATIENTS.
    $204,2562022 Amigos de Guadalupe Center for Justice and EmpowermentSEE PART IV
    $202,5002022 South County Community Health Center Inc DBA Ravenswood Family Health NetworkSEE PART IV
    $202,5002020 West Valley Community Services of Santa Clara County, Inc.See part iv
    $200,0002025 Roots Community HealthTO BOLSTER ITS TYPE 2 DIABETES MANAGEMENT PROGRAM BY LEVERAGING TECHNOLOGY AND PERSONALIZED CARE TO CREATE SUSTAINABLE, IMPACTFUL CHANGE FOR COMMUNITIES OF AFRICAN DESCENT.
    $200,0002023 Silicon Valley Community FoundationSEE PART IV
    $200,0002022 YOUTH ALLIANCESEE PART IV
    $200,0002021 YOUTH ALLIANCESEE PART IV
    $180,0002025 INDIAN HEALTH CENTER OF SANTA CLARA VALLEYTO STRENGTHEN ITS DIABETES CARE PROGRAM, REDUCING COMPLICATIONS AND IMPROVING OUTCOMES FOR PATIENTS IN SANTA CLARA COUNTY.

    References

    1. “Our Focus.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/our-focus/
    2.  “Our Mission & Values.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/mission-values/
    3. “Our Partners.” Joint Venture Silicon Valley. Accessed June 28, 2023. https://jointventure.org/our-investors/partners
    4. “Board of Trustees.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/board/
    5. “Leadership Team.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/leadership/
    6. “Health Partnership Grants.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/funder/health-partnership-grants/
    7. “Emerging Opportunity Grants.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/funder/emerging-opportunity-grants/
    8. “Community Grants.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/funder/community-grants/
    9. “Chronic Disease Services.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/provider/chronic-disease/
    10. “Food and Nutrition Services.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/provider/food/
    11. “Housing Services.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/provider/housing/
    12. “Advocate.” The Health Trust. Accessed June 28, 2023. https://healthtrust.org/advocate/