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The Health Trust

EIN 94-6050231 · San Jose, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong90 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE MISSION IS TO BUILD HEALTH EQUITY IN SILICON VALLEY.

Income
$16.5 million
Spending
$10.0 million
Spent on programs
70%
Reserves
Over 10 years of spending
Largest source of income
investment income, 77%
Employees
103
Volunteers
13
Highest pay
$368,794, interim cfo (start 07/24)

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 90 out of 100. Higher than 84% of charities in its peer group (health care, $10m to $100m).

  • Reserves

    35 of 35

    Spendable reserves would cover more than ten years of spending.

  • Debt

    20 of 20

    It owes 2% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 40% of income.

  • Income trend

    5 of 15

    Income fell 23% on the year before.

  • Spending floor

    15 of 15

    70% of spending went to programs and raising each dollar of donations cost 20 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 52% of charities in its peer group (health care, $10m to $100m).

  • Independent board

    25 of 25

    8 of 8 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (2)
  1. $4.2 million spent. 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 MILLION THROUGH ITS ENDOWMENT, WHICH PROVIDES A DIRECT BENEFIT TO RESIDENTS OF SANTA CLARA AND NORTHERN SAN BENITO COUNTIES. THESE RESTRICTED DOLLARS ARE AWARDED THROUGH HEALTH PARTNERSHIP GRANTS, WHERE THE HEALTH TRUST INVESTS IN ORGANIZATIONS, PROGRAMS, AND PROJECTS THAT SEEK TO ADDRESS HEALTH INEQUALITY, PRIORITIZING DEEPLY IMPACTED COMMUNITIES. THE HEALTH TRUST FOCUSES ON KEY DRIVERS OF HEALTH, LIKE (CONTINUED ON SCHEDULE O) FOOD AND NUTRITION, CHRONIC DISEASE PREVENTION AND MANAGEMENT, HOUSING SUPPORT, AND OTHER APPROACHES TO BUILDING HEALTH EQUITY.THE HEALTH TRUST'S PHILANTHROPIC INVESTMENTS ARE GUIDED BY A REGIONAL HEALTH-EQUITY FRAMEWORK THAT SEEKS TO ALIGN GOVERNMENT, PHILANTHROPY, AND THE COMMUNITY AROUND SHARED PRIORITIES. FUNDING APPROACHES INCLUDE MULTI-YEAR HEALTH PARTNERSHIP GRANTS, COMMUNITY GRANTS, AND RAPID RESPONSE GRANTS THAT COLLECTIVELY STRENGTHEN THE CAPACITY OF LOCAL ORGANIZATIONS TO DRIVE MEASURABLE AND LASTING IMPACT.DURING THE YEAR ENDED JUNE 30, 2025, THE HEALTH TRUST AWARDED $3.65 MILLION, PARTNERING WITH 77 NONPROFIT AND PUBLIC-SECTOR ORGANIZATIONS THROUGH GRANTS, CONVENINGS, AND COLLABORATIVE INITIATIVES. GRANTMAKING SUPPORTED A RANGE OF STRATEGIES FROM RAPID-RESPONSE EFFORTS ADDRESSING URGENT COMMUNITY NEEDS TO LONG-TERM INVESTMENTS IN FOOD-SYSTEM TRANSFORMATION, HOUSING STABILITY, AND POLICY ADVOCACY THAT TACKLES STRUCTURAL INEQUITIES.IN AN EFFORT TO DEEPEN ITS IMPACT, THE HEALTH TRUST REMAINS DEDICATED TO COLLABORATIVELY FUNDING INITIATIVES WITH LIKE-MINDED PARTNERS. IT SUCCESSFULLY CO-FUNDED FOUR PROJECTS, CONTRIBUTING $747,000 FROM ITS RESTRICTED FUND AND LEVERAGING AN ADDITIONAL $700,000 FROM OTHER FUNDING SOURCES, RESULTING IN A TOTAL INVESTMENT OF $1,447,000 IN ITS COMMUNITY.
  2. $2.7 million spent. ADVOCACY:AS AN ADVOCATE, THE HEALTH TRUST CHAMPIONS SYSTEMS AND POLICY CHANGES THAT ALIGN WITH ITS MISSION AND FOCUS AREAS. THT COLLABORATES WITH COMMUNITY LEADERS, RESIDENTS, AND POLICYMAKERS TO ADVANCE INITIATIVES SUCH AS EQUITABLE FOOD SYSTEMS, BEHAVIORAL-HEALTH WORKFORCE DEVELOPMENT, AND ECONOMIC-MOBILITY STRATEGIES.THROUGH THIS WORK, THT SERVES AS A TRUSTED CONVENER AND BACKBONE ORGANIZATION ALIGNING PARTNERS ACROSS SECTORS TO ADDRESS THE ROOT CAUSES OF HEALTH DISPARITIES. ADVOCACY EFFORTS EMPHASIZE DATA-DRIVEN DECISION-MAKING, COMMUNITY VOICE, AND (CONTINUED ON SCHEDULE O) COLLECTIVE ACTION AS ESSENTIAL COMPONENTS OF A HEALTHY AND JUST SILICON VALLEY.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Worth knowing.

    Recognized by the IRS in February 2026. It is too new to have a track record.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.