The California Wellness Foundation
EIN 954292101
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$282.6M
3,499 grants · $35.3M avg/year
based on 8 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$10K
typical small grants · $5K–$100K
grant size
31%
supporter · 575/1,867 multi-year
repeat
$1.0B
Assets (2023)
1,867
Distinct Recipients
About
NA
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DIRECTOR OF GRANTS MANAGEMENT
Phone
(818) 702-1900
Deadlines
NONE
How to Apply
CAL WELLNESS ACCEPTS THE ONLINE SUBMISSION OF LETTERS OF INTEREST THROUGH A LINK ON THE CAL WELLNESS WEBSITE AT WWW.CALWELLNESS.ORG, THAT INCLUDES A 1 TO 2 PAGE DESCRIPTION OF THE ORGANIZATION'S MISSION AND ACTIVITIES, THE REGION AND POPULATIONS SERVED, HOW THE FUNDS WILL BE USED AND THE TOTAL FUNDS REQUESTED. IF REQUESTING PROJECT FUNDING INCLUDE PROJECT GOALS, LEADERSHIP AND DURATION.
Restrictions
GENERALLY PUBLIC CHARITIES DESCRIBED IN IRC 501(C)(3) OR PUBLIC AGENCIES, WITHIN CALIFORNIA ARE FUNDED. GRANTS SHOULD BE TO PROTECT AND IMPROVE HEALTH AND WELLNESS OF THE PEOPLE OF CALIFORNIA BY INCREASING ACCESS TO HEALTH CARE, QUALITY EDUCATION, GOOD JOBS, HEALTHY ENVIRONMENTS AND SAFE NEIGHBORHOODS. REQUESTED FOR CORE OPERATING SUPPORT ARE ENCOURAGED. THE FOUNDATION DOES NOT FUND IRC SECTION 509(A)(3) TYPE III, NON-FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATIONS.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $39.5M | $892.6M | $30.4M | 485 |
| 2017 | $40.8M | $1.0B | $55.0M | 418 |
| 2018 | $38.0M | $880.6M | $71.7M | 468 |
| 2019 | N/A | $1.0B | $50.5M | N/A |
| 2020 | $50.5M | $1.1B | $100.6M | 716 |
| 2022 | $56.8M | $1.0B | $78.8M | 613 |
| 2023 | $57.0M | $1.0B | $85.3M | 799 |
Grant Size Distribution
Based on 3499 grants on record
Minimum
$100
25th Pctl
$5K
Median
$10K
Average
$81K
75th Pctl
$100K
Maximum
$2.0M
Geographic Distribution
Texas Counties Served
0.1% of US grants
· Rank #21 of 38 states
$4K across
5 grants
3 of 254 counties
Top 3 counties
- 1 Travis
- 2 Rockwall
- 3 Dallas
Officers & Directors
JB
Judy Belk
6 yrs
President & Ceo
Leadership
AP
Arnold Perkins
7+ yrs
Director, Audit Chair
Leadership
PS
Pamela Simms-Mackey
7+ yrs
Director, Board Chair
Leadership
AB
Arun Baheti
5 yrs
Vice President of Operations
Leadership
LC
Lori Cox
2 yrs
Vice President of Programs
Leadership
RT
Richard Tate
7+ yrs
Vice President Exec/Ceo & President
Leadership
RW
Rochelle Witharana
4 yrs
Cfo
TM
Terence P Mulligan
5 yrs
Director, Treasurer
Leadership
AS
Angelica Salas
5 yrs
Director, Board Secretary
Leadership
VH
Virginia Hedrick
2 yrs
Director
IC
Irma Cota
2 yrs
Director
KK
Katherine Katcher
2 yrs
Director
GY
Geri Yang-Johnson
5 yrs
Director
EW
Ernest Wilson III
7+ yrs
Director
DN
Debra Nakatomi
7+ yrs
Director
XC
Xochitl Castaneda
7+ yrs
Director
JL
Joseph Lumarda
5 yrs
Director
GY
Geri Yang-Johnson
5 yrs
Director, Audit Chair
Leadership
PS
Pamela Simms-Mackey
7+ yrs
Director, Vice Chair
Leadership
AB
Arun Baheti
5 yrs
Vice President of Operations
Leadership
LC
Lori Cox
2 yrs
Vice President of Programs
Leadership
RT
Richard Tate
7+ yrs
Executive Vice President
Leadership
JB
Judy Belk
6 yrs
President & Ceo
Leadership
RW
Rochelle Witharana
4 yrs
Cfo
TM
Terence P Mulligan
5 yrs
Director, Treasurer
Leadership
AS
Angelica Salas
5 yrs
Director, Board Secretary
Leadership
VH
Virginia Hedrick
2 yrs
Director
IC
Irma Cota
2 yrs
Director
KK
Katherine Katcher
2 yrs
Director
EW
Ernest Wilson III
7+ yrs
Director
AP
Arnold Perkins
7+ yrs
Director
DN
Debra Nakatomi
7+ yrs
Director
JL
Joseph Lumarda
5 yrs
Director
XC
Xochitl Castaneda
7+ yrs
Director
AB
Arun Baheti
5 yrs
Vice President of Operations
Leadership
DN
Debra Nakatomi
7+ yrs
Director, Past Chair
Leadership
JL
Joseph Luamarda
2 yrs
Director, Chair
Leadership
XC
Xochitl Castaneda
7+ yrs
Director, Audit Chair
Leadership
JB
Judy Belk
6 yrs
President & Ceo
Leadership
FA
Fatima Angeles
5 yrs
Vice President of Programs
Leadership
RT
Richard Tate
7+ yrs
Executive Vice President
Leadership
RW
Rochelle Witharana
4 yrs
Cfo
PS
Pamela Simms-Mackey
7+ yrs
Director, Treasurer
Leadership
IB
Isabel Becerra
5 yrs
Director, Board Secretary
Leadership
AS
Angelica Salas
5 yrs
Director
TM
Terence P Mulligan
5 yrs
Director
GY
Geri Yang-Johnson
5 yrs
Director
AP
Arnold Perkins
7+ yrs
Director
EH
Elisabeth Hallman
5 yrs
Director
EW
Ernest Wilson III
7+ yrs
Direcotr
JB
Judy Belk
6 yrs
President & Ceo
Leadership
FA
Fatima Angeles
5 yrs
Vice President of Programs
Leadership
RT
Richard Tate
7+ yrs
Vice President of Public Affairs
Leadership
AB
Arun Baheti
5 yrs
Vice President of Operations
Leadership
XC
Xochitl Castaneda
7+ yrs
Director, Chair
Leadership
JL
Joseph Luamarda
2 yrs
Director, Vice Chair
Leadership
PS
Pamela Simms-Mackey
7+ yrs
Director, Chair
Leadership
MM
Margaret Minnich
4 yrs
Cfo
RW
Rochelle Witharana
4 yrs
Cfo
SE
Sabah El-Amin
4 yrs
Assistant Board Secretary
Leadership
IB
Isabel Becerra
5 yrs
Director, Board Secretary
Leadership
EH
Elisabeth Hallman
5 yrs
Director
DN
Debra Nakatomi
7+ yrs
Director
AP
Arnold Perkins
7+ yrs
Director
GY
Geri Yang-Johnson
5 yrs
Director
TM
Terence P Mulligan
5 yrs
Director
AS
Angelica Salas
5 yrs
Director
EW
Ernest Wilson III
7+ yrs
Direcotr
JB
Judy Belk
6 yrs
President & Ceo
Leadership
JL
Joseph Lumarda
5 yrs
Director, Vice Chair
Leadership
DN
Debra Nakatomi
7+ yrs
Director, Chair
Leadership
AB
Arun Baheti
5 yrs
Vice President of Operations
Leadership
RT
Richard Tate
7+ yrs
Vice President of Public Affairs
Leadership
FA
Fatima Angeles
5 yrs
Vice President of Programs
Leadership
MM
Margaret Minnich
4 yrs
Cfo
EH
Elisabeth Hallman
5 yrs
Director, Board Secretary
Leadership
SE
Sabah El-Amin
4 yrs
Assistant Board Secretary
Leadership
XC
Xochitl Castaneda
7+ yrs
Director
AP
Arnold Perkins
7+ yrs
Director
PS
Pamela Simms-Mackey
7+ yrs
Director
EW
Ernest Wilson III
7+ yrs
Director
GY
Geri Yang-Johnson
5 yrs
Director
TM
Terence P Mulligan
5 yrs
Director
AS
Angelica Salas
5 yrs
Director
IB
Isabel Becerra
5 yrs
Director
DN
Debra Nakatomi
7+ yrs
Director, Chair
Leadership
JL
Joseph Lumarda
5 yrs
Director, Vice Chair
Leadership
RT
Richard Tate
7+ yrs
Vice President of Public Affairs
Leadership
FA
Fatima Angeles
5 yrs
Vice President of Programs
Leadership
JB
Judy Belk
6 yrs
President & CEO
Leadership
MM
Margaret Minnich
4 yrs
Coo & Cfo
EH
Elisabeth Hallman
5 yrs
Director, Board Secretary
Leadership
SE
Sabah El-Amin
4 yrs
Assistant Board Secretary
Leadership
EW
Ernest Wilson III
7+ yrs
Director
PS
Pamela Simms-Mackey
7+ yrs
Director
AP
Arnold Perkins
7+ yrs
Director
XC
Xochitl Castaneda
7+ yrs
Director
IB
Isabel Becerra
5 yrs
Director
EG
Elizabeth Gomez
Director,Chair
Leadership
FA
Fatima Angeles
5 yrs
Vice President of Programs
Leadership
JB
Judy Belk-Peeks
President & Ceo
Leadership
RT
Richard Tate
7+ yrs
Vice President,Public Affairs
Leadership
IB
Isabel Becerra
5 yrs
Director, Vice Chair
Leadership
MM
Margaret Minnich
4 yrs
Coo & Cfo
SE
Sabah El-Amin
4 yrs
Assistant Board Secretary
Leadership
XC
Xochitl Castaneda
7+ yrs
Director
EH
Elisabeth Hallman
5 yrs
Director
JL
Joseph Lumarda
5 yrs
Director
DN
Debra Nakatomi
7+ yrs
Director
AP
Arnold Perkins
7+ yrs
Director
PS
Pamela Simms-Mackey
7+ yrs
Director
EW
Ernest Wilson III
7+ yrs
Director
DB
David Barlow
Director
Grants Awarded (3,499 total)
| Purpose | ||||
|---|---|---|---|---|
| Public Health Institute | Oakland, CA | $2,000,000 | FOR PROJECT SUPPORT FOR THE CALIFORNIA COVID-19 PUBLIC HEALTH CAPACITY BUILDING COLLABORATIVE FUND. | 2020 |
| Charles Drew University of Medicine & Science | Los Angeles, CA | $2,000,000 | FOR CORE OPERATING SUPPORT TO EDUCATE, TRAIN AND SUPPORT MEDICAL STUDENTS, WITH ATTENTION TO STRENGTHENING PATHWAYS... | 2023 |
| Sierra Health Foundation Center for Health Program Management | Sacramento, CA | $1,250,000 | FOR PROJECT SUPPORT FOR THE COMMUNITY ECONOMIC MOBILIZATION INITIATIVE FOR REGRANTING TO COMMUNITY-BASED... | 2022 |
| Advancement Project | Los Angeles, CA | $1,200,000 | FOR CORE OPERATING SUPPORT TO CONTINUE TO ADVANCE HEALTH AND RACIAL EQUITY IN CALIFORNIA. | 2020 |
| East Bay Community Foundation | Oakland, CA | $1,198,200 | For project support for a designated fund for WORLD to lead a collaborative demonstration project providing... | 2017 |
| Destination Crenshaw | Los Angeles, CA | $1,000,000 | FOR CORE OPERATING SUPPORT TO ADVANCE RACIAL JUSTICE THROUGH EFFORTS TO REVITALIZE THE BUILT ENVIRONMENT OF THE... | 2020 |
| National Immigration Law Center | Los Angeles, CA | $1,000,000 | FOR CORE OPERATING SUPPORT TO PROMOTE THE RIGHTS, OPPORTUNITIES AND HEALTH OF LOW-INCOME IMMIGRANT AND REFUGEE... | 2020 |
| Power California | Oakland, CA | $1,000,000 | FOR CORE OPERATING SUPPORT TO CONTINUE TO BUILD POWER TO MAXIMIZE THE HEALTH AND WELLNESS OF CALIFORNIA'S YOUNG... | 2020 |
| Community Partners | Los Angeles, CA | $1,000,000 | FOR CORE OPERATING SUPPORT FOR THE CALIFORNIA NATIVE VOTE PROJECT TO SUSTAIN AND ADVANCE CIVIC ENGAGEMENT AND... | 2022 |
| Foundation for California Community Colleges | Sacramento, CA | $1,000,000 | FOR CORE OPERATING SUPPORT FOR CALIFORNIA MEDICINE SCHOLARS PROGRAM TO IMPLEMENT PATHWAYS TO AND THROUGH MEDICAL... | 2022 |
| New Venture Fund | Washington, DC | $1,000,000 | FOR CORE OPERATING SUPPORT FOR HOPE AND HEAL FUND TO INCREASE FISCAL SUSTAINABILITY, BUILD CAPACITY AND MAXIMIZE... | 2022 |
| University of Southern California | Los Angeles, CA | $1,000,000 | FOR CORE OPERATING SUPPORT TO PROVIDE ACCESSIBLE DATA AND ANALYSIS FOR COMMUNITY AND ADVOCACY ORGANIZATIONS WORKING... | 2022 |
| Community Partners | Los Angeles, CA | $1,000,000 | FOR CORE OPERATING SUPPORT FOR THE CA ACCOUNTABLE COMMUNITIES FOR HEALTH INITIATIVE TO BECOME A STATEWIDE BACKBONE... | 2022 |
| California Budget & Policy Center | Sacramento, CA | $1,000,000 | FOR CORE OPERATING SUPPORT TO CONTINUE ITS FISCAL AND POLICY ANALYSIS AND PUBLIC EDUCATION TO INFORM HEALTH-RELATED... | 2023 |
| Expecting Justice | San Francisco, CA | $1,000,000 | FOR PROJECT SUPPORT FOR EXPECTING JUSTICE TO EXPAND THE ABUNDANT BIRTH PROJECT TO FIVE COUNTIES IN CALIFORNIA AND... | 2023 |
| Regents of UC Los Angeles | Los Angeles, CA | $1,000,000 | For project support for Center for Culture, Trauma and Mental Health Disparities to lead a demonstration project... | 2017 |
| New Venture Fund | Washington, DC | $1,000,000 | For core operating support for Hope and Heal Fund to increase fiscal sustainability, build grantmaking capacity and... | 2018 |
| National Immigration Law Center | Los Angeles, CA | $850,000 | For core operating support to defend and advance the rights, opportunities and health of low-income immigrant and... | 2017 |
| Advancement Project | Los Angeles, CA | $825,000 | For core operating support for the Race Counts initiative and the Census Policy Advocacy Network to advance health... | 2018 |
| Borealis Philanthropy | Minneapolis, MN | $800,000 | FOR CORE OPERATING SUPPORT OF THE DISABILITY INCLUSION FUNDS WORK TO IMPROVE HEALTH AND WELLNESS IN CALIFORNIA. | 2020 |
| California Pan-Ethnic Health Network | Oakland, CA | $800,000 | FOR CORE OPERATING SUPPORT FOR PUBLIC POLICY EFFORTS TO IMPROVE ACCESS TO HEALTH CARE AND HEALTH COVERAGE AND... | 2020 |
| Immigrant Legal Resource Center | San Francisco, CA | $800,000 | For core operating support to protect and improve the health of immigrants in California, with a focus on... | 2017 |
| Regents of the Univ of CA Los Angeles | Los Angeles, CA | $775,000 | For core operating support for the California Health Interview Survey (CHIS), including the collection of new data... | 2016 |
| Grantmakers Concerned w Immigrants & Refugees | Sebastopol, CA | $775,000 | For project support to strengthen the capacity of local and regional efforts to advance and defend the health and... | 2017 |
| Community Coalition for Substance Abuse Prevention & Treatment | Los Angeles, CA | $750,000 | FOR CORE OPERATING SUPPORT TO CONTINUE ITS EFFORTS TO ENSURE SOUTH LOS ANGELES RESIDENTS HAVE HEALTHY AND SAFE COMMUNITIES. | 2020 |