CALIFORNIA HEALTH FOUNDATION AND TRUST

SACRAMENTO, CA, 95814-3946 (916) 552-7629 Est. 1956 EIN 94-1498697
T30— Philanthropy & Grantmaking Form 990 501(c)(3)

Mission

SUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE FIELDS OF HEALTHCARE DELIVERY, FINANCING, AND PATIENT CARE.

Giving Portfolio

Total Grants
185
Total Giving
$168.7M
Recipients
177
Years Active
2018 - 2024
Avg grant: $2,244,716 Median: $30,498

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202417$52.9M $3.1M59
20237$57.6M $8.2M14
20226$2.2M $363K24
2020132$35.1M $266K1218
20199$226K $25K63
201814$20.7M $1.5M140

Sectors Funded

Health Care
86
Philanthropy & Grantmaking
3
Mental Health & Crisis Intervention
2
Education
1
Human Services
1
Unknown
1
Religion-Related
1

Top States

California
182
Tennessee
2
Minnesota
1

Grantee Size Profile

Over $50M
76
$10M - $50M
8
$1M - $5M
6
$500K - $1M
2

Top Grantees

Page 1 of 3
$38.3M
$28.6M
OLYMPIA MEDICAL CENTER
CA
$15.0M
$13.4M

Grants Awarded · 99 grants

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Financials

Total Revenue
$45,957,239
Total Expenses
$56,884,286
Net Assets
$131,095,605
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
2.3 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 0.1%
Expenses ↓ 1.8%
Revenue Sources
Contributions 98.4% Investment 1.6%
Expense Breakdown
Program 99.9% Management 0.1%

Officers & Trustees (13)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 Form 990
Jan 1, 2024 to Dec 31, 2024
$45,957,239 $56,884,286$131,095,605
2023 Form 990
Jan 1, 2023 to Dec 31, 2023
$45,989,494 $57,901,674$142,020,518
2022 Form 990
Jan 1, 2022 to Dec 31, 2022
$42,743,533 $2,669,548$153,929,729
2020 Form 990
Jan 1, 2020 to Dec 31, 2020
$64,174,652 $39,287,738$102,609,409
2019 Form 990
Jan 1, 2019 to Dec 31, 2019
$50,092,470 $4,784,913$145,352,462
2018 Form 990
Jan 1, 2018 to Dec 31, 2018
$57,494,685 $28,820,674$109,152,687

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EIN: 94-1498697 · Source: IRS Form 990 e-file data