OLE HEALTH FOUNDATION

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Cite this

Plain text OLE HEALTH FOUNDATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/ole-health-foundation-680149424. Retrieved 2026-11-09.

APA furp.org. (n.d.). OLE HEALTH FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 9, 2026, from https://furp.org/org/ole-health-foundation-680149424

MLA “OLE HEALTH FOUNDATION.” furp.org, tax years 2009–2024, https://furp.org/org/ole-health-foundation-680149424. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $3.1M · expenses $1.6M · assets $11.5M

EIN: 68-0149424
Address: 1141 PEAR TREE LN STE 100, NAPA, CA 94558-6485
Website: WWW.OLEHEALTH.ORG
NTEE code: T30 Public Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File, as T30Z)
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: October 1996 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status: Supporting organization, 509(a)(3)
Cross-check: ProPublica Nonprofit Explorer

Mission

OUR MISSION IS TO INSPIRE PHILANTHROPIC CONTRIBUTIONS TO ENSURE THAT OLE HEALTH (DBA COMMUNICARE+OLE) IS ALWAYS HERE TO CARE FOR EVERYONE IN OUR BEAUTIFUL AND DIVERSE COMMUNITY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

12 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Alicia Hardy	DIRECTOR / CEO OF COMMUNICARE+OLE	2018-2024	$484,654	$2,626,607	9
Rose Macisaac	CHIEF FINANCIAL OFFICER	2019-2024	$438,238	$1,249,792	4
Sonia Tolbert	CHIEF DEVELOPMENT OFFICER	2021-2024	$265,546	$974,243	3
Tanir Ami (former)	EXECUTIVE DIRECTOR THROUGH 7/2018	2012-2018	$117,482	$817,135	6
Molly Nelson (former)	CFO THROUGH 11/2017	2013-2017	$199,544	$435,391	3
Hemanta Mungur (former)	FORMER CFO (THROUGH 5/2023)	2021-2023	$146,824	$386,064	4
Rachel Cusick (former)	SECR./CHIEF DEV OFF THROUGH 11/2017	2016-2017	$141,348	$271,123	1
Cynthia Gregory (former)	SECRETARY, EXECUTIVE DIRECTOR	2012-2014	$115,978	$241,868	1
Bill Deane (former)	CFO THROUGH 6/2019	2017-2018	$76,224	$77,461	3
Jessica Thomason (former)	EXECUTIVE DIRECTOR THROUGH 9/2019	2018-2019	$47,749	$60,989	2
Sue Parry (former)	ADMINISTRATOR	2010	$59,731	$59,731	2
Emma Mayer (former)	INTERIM CFO 11/2017 - 2/2018	2017	$14,300	$14,300	2

Officers and directors, no compensation reported

41 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Rick Jones	TREASURER	2016-2024	1	$0 reported	11
Pete Richmond	SECRETARY	2019-2024	1	$0 reported	4
Todd Zapolski	BOARD MEMBER (THRU 6/2025)	2012-2024	1	$0 reported	2
Naoko Dalla Valle	CHAIR	2017-2024	1	$0 reported	1
Will Phelps	VICE CHAIR	2021-2024	1	$0 reported	1
Steven Fink	BOARD MEMBER	2022-2024	1	$0 reported	2
Sarah Hansen	BOARD MEMBER	2022-2024	1	$0 reported	1
Darioush Khaledi	BOARD MEMBER	2017-2024	1	$0 reported	6
Carlton McCoy	BOARD MEMBER	2021-2024	1	$0 reported	2
Dr Frank Naeymi-Rad	BOARD MEMBER (THRU 6/2025)	2021-2024	1	$0 reported	2
Claire Stull	BOARD MEMBER	2021-2024	1	$0 reported	3
Barry Waitte	BOARD MEMBER	2021-2024	1	$0 reported	1
Dr Richard Anderson	BOARD MEMBER	2024	1	$0 reported	1
Suzanne Besu Truchard (former)	SECRETARY	2014-2023	1	$0 reported	1
Dan Lynch (former)	BOARD MEMBER THROUGH 3/2024	2009-2023	1	$0 reported	2
Peter Mccrea (former)	BOARD MEMBER	2009-2023	1	$0 reported	5
Leslie Frank (former)	DIRECTOR THRU 6/2023	2021-2022	1	$0 reported	3
Blakesley Chappellet (former)	VICE CHAIR THRU 6/2023	2014-2022	1	$0 reported	2
Cliff Lede (former)	DIRECTOR THRU 6/2023	2013-2022	1	$0 reported	1
Steve Fink (former)	BOARD MEMBER	2021	1	$0 reported	3
Janette Brooks (former)	BOARD MEMBER THROUGH 12/2019	2018-2019	1	$0 reported	2
John R Shafer (former)	BOARD MEMBER THROUGH 3/2019	2009-2018	1	$0 reported	3
Jannette Brooks (former)	DIRECTOR	2017	2	$0 reported	1
Martha May (former)	Director through November 2016	2012-2016	1	$0 reported	4
Terry Hall (former)	Director through April 2017	2014-2016	1	$0 reported	1
Christopher Cappeto (former)	TREASURER	2009-2014	2	$0 reported	2
David Beckstoffer (former)	BOARD MEMBER	2013-2014	1	$0 reported	1
Karyanne Duncan Md (former)	BOARD MEMBER	2012-2014	1	$0 reported	2
Cristina Salas-Porras Hudson (former)	BOARD MEMBER	2012-2014	1	$0 reported	1
Sloan Upton (former)	BOARD MEMBER	2012-2014	1	$0 reported	1
Priscilla Upton (former)	BOARD MEMBER	2009-2013	1	$0 reported	2
Chris Cappeto (former)	TREASURER	2010-2012	5	$0 reported	2
Kathy Oates (former)	VICE PRESIDENT	2010-2012	5	$0 reported	1
Dana Johnson (former)	MEMBER	2009-2012	5	$0 reported	1
Kathy Zelazny (former)	MEMBER	2012	5	$0 reported	1
Karynne Duncan (former)	MEMBER	2009-2011	2	$0 reported	2
Susan Cross (former)	SECRETARY	2009-2011	2	$0 reported	1
Patricia Perini Long (former)	MEMBER	2009-2011	2	$0 reported	2
Katherine Zelazny (former)	MEMBER	2011	2	$0 reported	1
Diana Ullman (former)	Director	2009-2010	2	$0 reported	1
Ann Ferrigan Healy (former)	Director	2009	2	$0 reported	1

People by year

2024 · 16 people listed · 3 paid, $1.2M · 0 employees · 13 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ALICIA HARDY	DIRECTOR / CEO OF COMMUNICARE+OLE	1	$0	$466,606	$18,048	$484,654	9
ROSE MACISAAC	CHIEF FINANCIAL OFFICER	8	$0	$412,247	$25,991	$438,238	4
SONIA TOLBERT	CHIEF DEVELOPMENT OFFICER	14	$0	$251,105	$14,441	$265,546	3
NAOKO DALLA VALLE	CHAIR	1	$0	$0	$0	$0	1
WILL PHELPS	VICE CHAIR	1	$0	$0	$0	$0	1
PETE RICHMOND	SECRETARY	1	$0	$0	$0	$0	4
RICK JONES	TREASURER	1	$0	$0	$0	$0	11
DR RICHARD ANDERSON	BOARD MEMBER	1	$0	$0	$0	$0	1
STEVEN FINK	BOARD MEMBER	1	$0	$0	$0	$0	2
SARAH HANSEN	BOARD MEMBER	1	$0	$0	$0	$0	1
DARIOUSH KHALEDI	BOARD MEMBER	1	$0	$0	$0	$0	6
CARLTON MCCOY	BOARD MEMBER	1	$0	$0	$0	$0	2
DR FRANK NAEYMI-RAD	BOARD MEMBER (THRU 6/2025)	1	$0	$0	$0	$0	2
CLAIRE STULL	BOARD MEMBER	1	$0	$0	$0	$0	3
BARRY WAITTE	BOARD MEMBER	1	$0	$0	$0	$0	1
TODD ZAPOLSKI	BOARD MEMBER (THRU 6/2025)	1	$0	$0	$0	$0	2

2023 · 19 people listed · 4 paid, $970K · 3 employees · 18 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ALICIA HARDY	DIRECTOR / CEO OF OLE HEALTH	1	$402,455	$0	$21,785	$424,240	9
SONIA TOLBERT	CHIEF DEVELOPMENT OFFICER	14	$231,101	$0	$27,494	$258,595	3
HEMANTA MUNGUR	FORMER CFO (THROUGH 5/2023)	0	$136,243	$0	$10,581	$146,824	4
ROSE MACISAAC	CHIEF FINANCIAL OFFICER	8	$137,140	$0	$3,494	$140,634	4
NAOKO DALLA VALLE	CHAIR	1	$0	$0	$0	$0	1
WILL PHELPS	VICE CHAIR	1	$0	$0	$0	$0	1
SUZANNE BESU TRUCHARD	SECRETARY	1	$0	$0	$0	$0	1
RICK JONES	TREASURER	1	$0	$0	$0	$0	11
STEVEN FINK	BOARD MEMBER	1	$0	$0	$0	$0	2
SARAH HANSEN	BOARD MEMBER	1	$0	$0	$0	$0	1
DARIOUSH KHALEDI	BOARD MEMBER	1	$0	$0	$0	$0	6
DAN LYNCH	BOARD MEMBER THROUGH 3/2024	1	$0	$0	$0	$0	2
CARLTON MCCOY	BOARD MEMBER	1	$0	$0	$0	$0	2
PETER MCCREA	BOARD MEMBER	1	$0	$0	$0	$0	5
DR FRANK NAEYMI-RAD	BOARD MEMBER	1	$0	$0	$0	$0	2
PETE RICHMOND	BOARD MEMBER	1	$0	$0	$0	$0	4
CLAIRE STULL	BOARD MEMBER	1	$0	$0	$0	$0	3
BARRY WAITTE	BOARD MEMBER	1	$0	$0	$0	$0	1
TODD ZAPOLSKI	BOARD MEMBER	1	$0	$0	$0	$0	2

2022 · 22 people listed · 4 paid, $963K · 3 employees · 18 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ALICIA HARDY	DIRECTOR / CEO OF OLE HEALTH	1	$0	$377,325	$13,077	$390,402	9
SONIA TOLBERT	CHIEF DEVELOPMENT OFFICER	14	$0	$251,733	$9,665	$261,398	3
HEMANTA MUNGUR	CFO THROUGH 5/2023	8	$0	$229,821	$9,419	$239,240	4
ROSE MACISAAC	CFO THROUGH 2/2022; START 5/2023	8	$0	$66,536	$5,066	$71,602	4
DARIOUSH KHALEDI	CHAIR THRU 6/2023 / DIRECTOR	1	$0	$0	$0	$0	6
NAOKO DALLA VALLE	SECR THRU 6/2023 / CHAIR START 6/2023	1	$0	$0	$0	$0	1
BLAKESLEY CHAPPELLET	VICE CHAIR THRU 6/2023	1	$0	$0	$0	$0	2
WILL PHELPS	VICE CHAIR START 6/2023	1	$0	$0	$0	$0	1
RICK JONES	TREASURER	1	$0	$0	$0	$0	11
SUZANNE BESU TRUCHARD	SECRETARY START 6/2023	1	$0	$0	$0	$0	1
STEVEN FINK	DIRECTOR	1	$0	$0	$0	$0	2
LESLIE FRANK	DIRECTOR THRU 6/2023	1	$0	$0	$0	$0	3
SARAH HANSEN	DIRECTOR	1	$0	$0	$0	$0	1
CLIFF LEDE	DIRECTOR THRU 6/2023	1	$0	$0	$0	$0	1
DAN LYNCH	DIRECTOR	1	$0	$0	$0	$0	2
CARLTON MCCOY	DIRECTOR	1	$0	$0	$0	$0	2
PETER MCCREA	DIRECTOR	1	$0	$0	$0	$0	5
DR FRANK NAEYMI-RAD	DIRECTOR	1	$0	$0	$0	$0	2
PETE RICHMOND	DIRECTOR	1	$0	$0	$0	$0	4
CLAIRE STULL	DIRECTOR	1	$0	$0	$0	$0	3
BARRY WAITTE	DIRECTOR	1	$0	$0	$0	$0	1
TODD ZAPOLSKI	DIRECTOR	1	$0	$0	$0	$0	2

2021 · 21 people listed · 3 paid, $844K · 4 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ALICIA HARDY	BOARD MEMBER / CEO OF OLE HEALTH	1	$0	$332,978	$24,171	$357,149	9
ROSE MACISAAC	CFO/COO THROUGH 2/2022	8	$0	$275,658	$22,373	$298,031	4
SONIA TOLBERT	CHIEF DEVELOPMENT OFFICER	20	$0	$183,150	$5,554	$188,704	3
HEMANTA MUNGUR	CHIEF FINANCIAL OFFICER START 2/2022	8	$0	$0	$0	$0	4
DARIOUSH KHALEDI	CHAIR	1	$0	$0	$0	$0	6
BLAKESLEY CHAPPELLET	VICE CHAIR	1	$0	$0	$0	$0	2
NAOKO DALLA VALLE	SECRETARY	1	$0	$0	$0	$0	1
RICK JONES	TREASURER	1	$0	$0	$0	$0	11
SUZANNE BESU TRUCHARD	BOARD MEMBER	1	$0	$0	$0	$0	1
STEVE FINK	BOARD MEMBER	1	$0	$0	$0	$0	3
LESLIE FRANK	BOARD MEMBER	1	$0	$0	$0	$0	3
CLIFF LEDE	BOARD MEMBER	1	$0	$0	$0	$0	1
DAN LYNCH	BOARD MEMBER	1	$0	$0	$0	$0	2
CARLTON MCCOY	BOARD MEMBER	1	$0	$0	$0	$0	2
PETER MCCREA	BOARD MEMBER	1	$0	$0	$0	$0	5
FRANK NAEYMI-RAD	BOARD MEMBER	1	$0	$0	$0	$0	2
WILL PHELPS	BOARD MEMBER	1	$0	$0	$0	$0	1
PETE RICHMOND	BOARD MEMBER	1	$0	$0	$0	$0	4
CLAIRE STULL	BOARD MEMBER	1	$0	$0	$0	$0	3
BARRY WAITTE	BOARD MEMBER	1	$0	$0	$0	$0	1
TODD ZAPOLSKI	BOARD MEMBER	1	$0	$0	$0	$0	2

2020 · 11 people listed · 2 paid, $604K · 2 employees · 10 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ALICIA HARDY	BOARD MEMBER / CEO OF OLE HEALTH	1	$0	$318,165	$23,930	$342,095	9
ROSE MACISAAC	CHIEF FIN. & ADMINISTRATIVE OFFICER	8	$0	$244,987	$16,487	$261,474	4
PETE RICHMOND	CHAIR THROUGH 6/2021 / DIRECTOR	1	$0	$0	$0	$0	4
DARIOUSH KHALEDI	VICE CHAIR / CHAIR START 6/2021	1	$0	$0	$0	$0	6
BLAKESLEY CHAPPELLET	SECRETARY / VICE CHAIR START 6/2021	1	$0	$0	$0	$0	2
NAOKO DALLA VALLE	SECRETARY START 6/2021	1	$0	$0	$0	$0	1
RICK JONES	TREASURER	1	$0	$0	$0	$0	11
SUZANNE BESU TRUCHARD	BOARD MEMBER	1	$0	$0	$0	$0	1
DAN LYNCH	BOARD MEMBER	1	$0	$0	$0	$0	2
PETER MCCREA	BOARD MEMBER	1	$0	$0	$0	$0	5
TODD ZAPOLSKI	BOARD MEMBER	1	$0	$0	$0	$0	2

2019 · 13 people listed · 3 paid, $412K · 3 employees · 10 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ALICIA HARDY	BOARD MEMBER / CEO OF OLE HEALTH	1	$0	$300,985	$23,645	$324,630	9
JESSICA THOMASON	EXECUTIVE DIRECTOR THROUGH 9/2019	40	$0	$46,126	$1,623	$47,749	2
ROSE MACISAAC	CHIEF FIN. & ADMINISTRATIVE OFFICER	8	$0	$39,060	$753	$39,813	4
TODD ZAPOLSKI	CHAIR THROUGH 12/2019 / BOARD MEMBER	1	$0	$0	$0	$0	2
PETE RICHMOND	CHAIR START 12/2019	1	$0	$0	$0	$0	4
BLAKESLEY CHAPPELLET	VICE CHAIR THROUGH 12/2019 / SECR	1	$0	$0	$0	$0	2
DARIOUSH KHALEDI	VICE CHAIR START 12/2019	1	$0	$0	$0	$0	6
SUZANNE BESU TRUCHARD	SECR THROUGH 12/2019 / BOARD MEMBER	1	$0	$0	$0	$0	1
DAN LYNCH	TREAS THROUGH 12/2019 / BOARD MEMBER	1	$0	$0	$0	$0	2
RICK JONES	TREASURER START 12/2019	1	$0	$0	$0	$0	11
JANETTE BROOKS	BOARD MEMBER THROUGH 12/2019	1	$0	$0	$0	$0	2
NAOKO DALLA VALLE	BOARD MEMBER	1	$0	$0	$0	$0	1
PETER MCCREA	BOARD MEMBER	1	$0	$0	$0	$0	5

2018 · 14 people listed · 4 paid, $510K · 3 employees · 11 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ALICIA HARDY	BOARD MEMBER / CEO OF OLE HEALTH	1	$0	$279,959	$23,478	$303,437	9
TANIR AMI	EXECUTIVE DIRECTOR THROUGH 7/2018	40	$0	$95,724	$21,758	$117,482	6
BILL DEANE	CFO THROUGH 6/2019	8	$0	$69,108	$7,116	$76,224	3
JESSICA THOMASON	EXECUTIVE DIRECTOR	40	$0	$12,494	$746	$13,240	2
TODD ZAPOLSKI	CHAIR	1	$0	$0	$0	$0	2
BLAKESLEY CHAPPELLET	VICE CHAIR	1	$0	$0	$0	$0	2
SUZANNE BESU TRUCHARD	SECRETARY	1	$0	$0	$0	$0	1
DAN LYNCH	TREASURER	1	$0	$0	$0	$0	2
JANETTE BROOKS	BOARD MEMBER	1	$0	$0	$0	$0	2
NAOKO DALLA VALLE	BOARD MEMBER	1	$0	$0	$0	$0	1
RICK JONES	BOARD MEMBER	1	$0	$0	$0	$0	11
DARIOUSH KHALEDI	BOARD MEMBER	1	$0	$0	$0	$0	6
PETER MCCREA	BOARD MEMBER	1	$0	$0	$0	$0	5
JOHN R SHAFER	BOARD MEMBER THROUGH 3/2019	1	$0	$0	$0	$0	3

2017 · 15 people listed · 5 paid, $644K · 4 employees · 20 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TANIR AMI	CHIEF EXECUTIVE OFFICER	40	$0	$264,866	$22,949	$287,815	6
MOLLY NELSON	CFO THROUGH 11/2017	8	$0	$186,026	$13,518	$199,544	3
RACHEL CUSICK	SECR./CHIEF DEV OFF THROUGH 11/2017	40	$0	$124,671	$16,677	$141,348	1
EMMA MAYER	INTERIM CFO 11/2017 - 2/2018	8	$0	$14,300	$0	$14,300	2
BILL DEANE	INTERIM CFO EFFECTIVE 2/2018	8	$0	$1,237	$0	$1,237	3
PETER MCCREA	CHAIR THROUGH 1/2018 / DIRECTOR	2	$0	$0	$0	$0	5
TODD ZAPOLSKI	CHAIR EFFECTIVE 1/2018	2	$0	$0	$0	$0	2
BLAKESLEY CHAPPELLET	VICE CHAIR EFFECTIVE 1/2018	2	$0	$0	$0	$0	2
SUZANNE BESU TRUCHARD	SECRETARY EFFECTIVE 1/2018	2	$0	$0	$0	$0	1
DAN LYNCH	TREASURER	2	$0	$0	$0	$0	2
JANNETTE BROOKS	DIRECTOR	2	$0	$0	$0	$0	1
NAOKO DALLA VALLE	DIRECTOR	2	$0	$0	$0	$0	1
RICK JONES	DIRECTOR	2	$0	$0	$0	$0	11
DARIOUSH KHALEDI	DIRECTOR	2	$0	$0	$0	$0	6
JOHN R SHAFER	DIRECTOR	2	$0	$0	$0	$0	3

2016 · 11 people listed · 2 paid, $358K · 4 employees · 9 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Tanir Ami	CHIEF EXECUTIVE OFFICER	1	$0	$213,619	$14,508	$228,127	6
Rachel Cusick	Secretary and Chief Dev Officer	40	$0	$122,389	$7,386	$129,775	1
Peter McCrea	Chair	2	$0	$0	$0	$0	5
Todd Zapolski	Vice Chair	2	$0	$0	$0	$0	2
Dan Lynch	TREASURER	2	$0	$0	$0	$0	2
John R Shafer	Director	1	$0	$0	$0	$0	3
Suzanne Besu Truchard	Director	1	$0	$0	$0	$0	1
Blakesley Chappellet	Director	1	$0	$0	$0	$0	2
Rick Jones	Director	1	$0	$0	$0	$0	11
Martha May	Director through November 2016	1	$0	$0	$0	$0	4
Terry Hall	Director through April 2017	1	$0	$0	$0	$0	1

2014 · 16 people listed · 2 paid, $249K · 0 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MOLLY NELSON	CHIEF FINANCIAL OFFICER	1	$0	$123,178	$10,164	$133,342	3
CYNTHIA GREGORY	SECRETARY, EXECUTIVE DIRECTOR	40	$0	$106,668	$9,310	$115,978	1
PETER MCCREA	PRESIDENT	2	$0	$0	$0	$0	5
TODD ZAPOLSKI	VICE PRESIDENT	2	$0	$0	$0	$0	2
CHRISTOPHER CAPPETO	TREASURER	2	$0	$0	$0	$0	2
DAVID BECKSTOFFER	BOARD MEMBER	1	$0	$0	$0	$0	1
KARYANNE DUNCAN MD	BOARD MEMBER	1	$0	$0	$0	$0	2
CRISTINA SALAS-PORRAS HUDSON	BOARD MEMBER	1	$0	$0	$0	$0	1
CLIFF LEDE	BOARD MEMBER	1	$0	$0	$0	$0	1
DAN LYNCH	BOARD MEMBER	1	$0	$0	$0	$0	2
MARTHA MAY	BOARD MEMBER	1	$0	$0	$0	$0	4
JOHN SHAFER	BOARD MEMBER	1	$0	$0	$0	$0	3
SUZANNE BESU TRUCHARD	BOARD MEMBER	1	$0	$0	$0	$0	1
SLOAN UPTON	BOARD MEMBER	1	$0	$0	$0	$0	1
BLAKESLEY CHAPPELLET	BOARD MEMBER	1	$0	$0	$0	$0	2
TERRY HALL	BOARD MEMBER	1	$0	$0	$0	$0	1

2013 · 15 people listed · 3 paid, $386K · 0 employees · 20 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TANIR AMI	BOARD MEMBER	1	$0	$166,715	$16,996	$183,711	6
MOLLY NELSON	CHIEF FINANCIAL OFFICER	1	$0	$93,126	$9,379	$102,505	3
CYNTHIA GREGORY	SECRETARY, EXECUTIVE DIRECTOR	40	$0	$90,604	$8,754	$99,358	1
PETER MCCREA	PRESIDENT	2	$0	$0	$0	$0	5
TODD ZAPOLSKI	VICE PRESIDENT	2	$0	$0	$0	$0	2
CHRISTOPHER CAPPETO	TREASURER	2	$0	$0	$0	$0	2
DAVID BECKSTOFFER	BOARD MEMBER	1	$0	$0	$0	$0	1
KARYANNE DUNCAN MD	BOARD MEMBER	1	$0	$0	$0	$0	2
CRISTINA SALAS-PORRAS HUDSON	BOARD MEMBER	1	$0	$0	$0	$0	1
CLIFF LEDE	BOARD MEMBER	1	$0	$0	$0	$0	1
DAN LYNCH	BOARD MEMBER	1	$0	$0	$0	$0	2
MARTHA MAY	BOARD MEMBER	1	$0	$0	$0	$0	4
JOHN SHAFER	BOARD MEMBER	1	$0	$0	$0	$0	3
PRISCILLA UPTON	BOARD MEMBER	1	$0	$0	$0	$0	2
SLOAN UPTON	BOARD MEMBER	1	$0	$0	$0	$0	1

2012 · 15 people listed · 1 paid, $27K · 0 employees · 20 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CYNTHIA GREGORY	EXECUTIVE DIR/SECRETARY	5	$26,532	$0	$0	$26,532	1
PETER MCCREA	PRESIDENT	5	$0	$0	$0	$0	5
KATHY OATES	VICE PRESIDENT	5	$0	$0	$0	$0	1
CHRIS CAPPETO	TREASURER	5	$0	$0	$0	$0	2
TANIR AMI	MEMBER	5	$0	$0	$0	$0	6
KARYANNE DUNCAN MD	MEMBER	5	$0	$0	$0	$0	2
CRISTINA SALAS-PORRAS HUDSON	MEMBER	5	$0	$0	$0	$0	1
DANA JOHNSON	MEMBER	5	$0	$0	$0	$0	1
DAN LYNCH	MEMBER	5	$0	$0	$0	$0	2
MARTHA MAY	MEMBER	5	$0	$0	$0	$0	4
JOHN SHAFER	MEMBER	5	$0	$0	$0	$0	3
PRISCILLA UPTON	MEMBER	5	$0	$0	$0	$0	2
SLOAN UPTON	MEMBER	5	$0	$0	$0	$0	1
TODD ZAPOLSKI	MEMBER	5	$0	$0	$0	$0	2
KATHY ZELAZNY	MEMBER	5	$0	$0	$0	$0	1

2011 · 11 people listed · none paid · 0 employees · 20 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JOHN SHAFER	PRESIDENT	2	$0	$0	$0	$0	3
PETER MCCREA	VICE PRESIDENT	2	$0	$0	$0	$0	5
SUSAN CROSS	SECRETARY	2	$0	$0	$0	$0	1
DAN LYNCH	TREASURER	2	$0	$0	$0	$0	2
CHRIS CAPPETO	MEMBER	2	$0	$0	$0	$0	2
KARYNNE DUNCAN MD	MEMBER	2	$0	$0	$0	$0	2
DANA JOHNSON	MEMBER	2	$0	$0	$0	$0	1
KATHY OATES	MEMBER	2	$0	$0	$0	$0	1
PATRICIA PERINI LONG	MEMBER	2	$0	$0	$0	$0	2
PRISCILLA UPTON	MEMBER	2	$0	$0	$0	$0	2
KATHERINE ZELAZNY	MEMBER	2	$0	$0	$0	$0	1

2010 · 12 people listed · 1 paid, $60K · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUE PARRY	ADMINISTRATOR	40	$59,731	$0	$0	$59,731	2
SUSAN S CROSS	Secretary	2	$0	$0	$0	$0	1
PRISCILLA UPTON	Director	2	$0	$0	$0	$0	2
PETER MCCREA	Vice President	2	$0	$0	$0	$0	5
PATRICIA PERINI LONG	Director	2	$0	$0	$0	$0	2
KATHY OATES	Director	2	$0	$0	$0	$0	1
KARYNNE O DUNCAN	Director	2	$0	$0	$0	$0	2
JOHN R SHAFER	President	2	$0	$0	$0	$0	3
DIANA ULLMAN	Director	2	$0	$0	$0	$0	1
DANA JOHNSON	Director	2	$0	$0	$0	$0	1
DAN LYNCH	Treasurer	2	$0	$0	$0	$0	2
CHRIS CAPPETO	Director	2	$0	$0	$0	$0	2

2009 · 11 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
SUSAN S CROSS	Secretary	2	$0	$0	$0	$0	1
PRISCILLA UPTON	Director	2	$0	$0	$0	$0	2
PETER MCCREA	Director	2	$0	$0	$0	$0	5
PATRICIA PERINI LONG	Director	2	$0	$0	$0	$0	2
KARYNNE DUNCAN	Director	2	$0	$0	$0	$0	2
JOHN R SHAFER	President	2	$0	$0	$0	$0	3
DIANA ULLMAN	Director	2	$0	$0	$0	$0	1
DANA JOHNSON	Director	2	$0	$0	$0	$0	1
DAN LYNCH	Treasurer	2	$0	$0	$0	$0	2
CHRISTOPHER CAPPETO	Director	2	$0	$0	$0	$0	2
ANN FERRIGAN HEALY	Director	2	$0	$0	$0	$0	1

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $1.0M

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2022 · 1 grant to organizations · $1.0M

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2021 · 1 grant to organizations · $2.3M

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2020 · 1 grant to organizations · $3.6M

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2019 · 1 grant to organizations · $1.8M

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2018 · 1 grant to organizations · $130K

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2017 · 1 grant to organizations · $148K

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2016 · 1 grant to organizations · $10.6M

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2014 · 1 grant to organizations · $265K

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2013 · 1 grant to organizations · $732K

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2012 · 1 grant to organizations · $508K

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2011 · 1 grant to organizations · $550K

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2010 · 1 grant to organizations · $509K

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2009 · 1 grant to organizations · $400K

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Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$3,144,158	$1,648,134	$11,512,769	$11,435,649	$2,738,829	$0	$73,721	0	13
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$4,075,691	$444,546	$10,018,392	$9,652,946	$4,303,619	$0	$51,537	3	18
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$3,187,034	$2,030,761	$6,453,389	$5,714,935	$2,878,216	$0	$86,261	3	18
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$2,792,429	$2,313,356	$5,556,621	$4,356,623	$2,278,644	$0	$0	4	17
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$1,370,386	$3,726,720	$4,734,519	$4,693,227	$1,056,773	$0	$0	2	10
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$2,466,898	$2,751,738	$7,030,677	$6,983,386	$2,399,559	$0	$0	3	10
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$1,396,989	$573,548	$7,709,512	$7,259,550	$1,486,471	$0	$0	3	11
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$1,243,056	$852,476	$8,297,037	$6,429,509	$1,100,097	$0	$0	4	20
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$12,822,775	$10,637,694	$8,686,927	$6,041,699	$12,688,294	$0	$0	4	9
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$1,077,602	$352,311	$3,441,349	$3,181,118	$584,542	$0	$0	0	15
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$790,686	$890,064	$2,551,963	$2,364,468	$725,359	$0	$0	0	20
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$1,005,253	$721,632	$2,351,685	$2,313,205	$905,823	$0	$97,628	0	20
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$590,062	$610,786	$1,929,691	$1,929,691	$531,474	$0	$0	0	20
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$567,541	$604,375	$1,991,088	$1,991,088	$513,370	$0	$59,731	0	-
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$626,296	$477,602	$1,806,160	$1,806,160	$583,047	$0	$40,400	0	-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

OLE HEALTH Napa, CA · 5 people in common (Alicia Hardy, Pete Richmond, Rick Jones) · related organization (Schedule R)
OLE HEALTH NMTC Napa, CA · 4 people in common (Alicia Hardy, Pete Richmond, Rick Jones) · related organization (Schedule R)
ST HELENA HOSPITAL FOUNDATION Saint Helena, CA · 4 people in common (Darioush Khaledi, Dr Frank Naeymi-Rad, Rick Jones)
NAPA VALLEY VINTNERS INC Saint Helena, CA · 3 people in common (Carlton McCoy, Darioush Khaledi, Rick Jones)
AUCTION NAPA VALLEY Saint Helena, CA · 3 people in common (Claire Stull, Darioush Khaledi, Rick Jones)
NAPA VALLEY VINTNERS COMMUNITY HEALTH CENTER Napa, CA · 3 people in common (Alicia Hardy, Rick Jones, Rose Macisaac) · related organization (Schedule R)
COMMUNITY FOUNDATION OF THE NAPA VALLEY Napa, CA · 2 people in common (Pete Richmond, Rick Jones)
NAPA VALLEY FESTIVAL ASSOCIATION Walnut Creek, CA · 2 people in common (Darioush Khaledi, Sonia Tolbert)
NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND Saint Helena, CA · 2 people in common (Claire Stull, Rick Jones)
WINE INSTITUTE Sacramento, CA · 1 person in common (Darioush Khaledi)
ALIADOS HEALTH NETWORK Petaluma, CA · 1 person in common (Alicia Hardy)
ALDEA INC Napa, CA · 1 person in common (Alicia Hardy)
ALIADOS HEALTH Petaluma, CA · 1 person in common (Alicia Hardy)
NAPA VALLEY UNIFIED EDUCATIONAL FOUNDATION Napa, CA · 1 person in common (Rick Jones)
NAPA VALLEY COLLEGE FOUNDATION Napa, CA · 1 person in common (Todd Zapolski)
NAPALEARNS (THE NAPA VALLEY PARTNERSHIP Napa, CA · 1 person in common (Rick Jones)
Community Clinic Consortium Richmond, CA · 1 person in common (Alicia Hardy)
SOLANO COALITION FOR BETTER HEALTH Fairfield, CA · 1 person in common (Alicia Hardy)

Funders of this organization

41 grantors reported grants to this organization, $6,479,379 in all, tax years 2010 to 2025; the 25 largest shown (all 41). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Total given	Grants	Latest year's amount	Latest year	Years given	Type	Match	Grants
DONOR ADVISED CHARITABLE GIVING	$1,411,040	9	$35,000	2024	2015-2021, 2023-2024	DAF sponsor	Exact	show
OLE HEALTH	$925,000	1	$925,000	2019	2019	Public charity	Exact	show
NATIONAL PHILANTHROPIC TR	$709,892	2	$684,892	2024	2021, 2024	DAF sponsor	Exact	show
COMMUNITY FOUNDATION OF THE NAPA VALLEY	$602,750	27	$56,000	2024	2010, 2013-2014, 2016-2024	DAF sponsor	Exact	show
CRAIG AND KATHRYN HALL FOUNDATION	$508,000	5	$100,000	2020	2016-2020	Private foundation	Fuzzy filed as “OLE HEALTH FOUNDATION”	show
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC	$339,000	3	$329,000	2024	2020, 2022, 2024	DAF sponsor	Exact	show
THE V FOUNDATION	$300,000	1	$300,000	2016	2016	Public charity	Exact	show
ROBERT LEE HUDSON FOUNDATION	$185,000	9	$25,000	2025	2016-2017, 2019-2025	Private foundation	Fuzzy filed as “OLE HEALTH FOUNDATION”	show
NPT CHARITABLE ASSET TR	$175,000	4	$40,000	2024	2021-2024	DAF sponsor	Exact	show
VANGUARD CHARITABLE ENDOWMENT PROGRAM	$167,000	2	$160,000	2024	2021, 2024	DAF sponsor	Exact	show
COMMUNITY FOUNDATION OF THE FOX RIVER VALLEY	$166,000	4	$51,000	2025	2022-2025	DAF sponsor	Exact	show
PROSPECT CREEK FOUNDATION	$110,000	1	$110,000	2020	2020	Private foundation	Fuzzy filed as “OLE HEALTH FOUNDATION”	show
FOLEY FAMILY CHARITABLE FOUNDATION	$97,502	4	$30,001	2024	2021-2024	Private foundation	Fuzzy filed as “OLE HEALTH FOUNDATION”	show
SAN FRANCISCO FOUNDATION	$95,000	5	$15,000	2015	2010-2012, 2014-2015	DAF sponsor	Exact	show
TIM AND STEPH BUSCH FAMILY FOUNDATION	$77,000	2	$2,000	2024	2022, 2024	Private foundation	Fuzzy filed as “OLE HEALTH FOUNDATION”	show
MCMINN FOUNDATION	$75,000	3	$25,000	2017	2015-2017	Private foundation	Fuzzy filed as “Ole Health Foundation”, “OLE HEALTH FOUNDATION”	show
PULIDO WALKER FOUNDATION	$51,650	1	$51,650	2023	2023	Private foundation	Fuzzy filed as “OLE HEALTH FOUNDATION”	show
ONEHOPE FOUNDATION	$51,530	3	$21,493	2019	2017-2019	Public charity	Exact	show
IMPACT THROUGH GOLF FOUNDATION NAPA VALLEY	$50,000	1	$50,000	2024	2024	Public charity	Exact	show
RICHARD FRANK FOUNDATION	$50,000	2	$25,000	2023	2022-2023	Private foundation	Fuzzy filed as “OLE Health Foundation”	show
CALIFORNIA HEALTHCARE FOUNDATION	$42,400	2	$10,000	2022	2017, 2022	Public charity	Exact	show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	$37,500	2	$27,500	2024	2018, 2024	DAF sponsor	Exact	show
FAMILY GIVING TREE	$34,409	1	$34,409	2017	2017	Public charity	Exact	show
PHELPS FOUNDATION	$30,000	3	$10,000	2021	2019-2021	Private foundation	Fuzzy filed as “OLE HEALTH FOUNDATION”	show
AMERICAN ENDOWMENT FOUNDATION	$30,000	3	$10,000	2019	2016, 2018-2019	DAF sponsor	Exact	show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
BATTERY FOUNDATION	CA	T30	$2,839,004	$2,700,192	DIR OF GRANTS & IMPACT, INTERIM ED	$171,840	Same NTEE code T30, revenue within 2x, same state
KINDRED ONE FOUNDATION	CA	T30	$1,902,043	$139,749	DIRECTOR AND PRESIDENT	$0	Same NTEE code T30, revenue within 2x, same state
TNPO2 FOUNDATION	CA	T30	$3,263,157	$3,969,950	TREASURER (resigned 11/23)	$46,400	Same NTEE code T30, revenue within 2x, same state
BEYGOOD FOUNDATION	CA	T30	$4,997,727	$6,691,371	COO	$231,078	Same NTEE code T30, revenue within 2x, same state
SACRED HARVEST FOUNDATION	CA	T30	$1,960,986	$6,263,878	Vice President	$216,905	Same NTEE code T30, revenue within 2x, same state
LIVERMORE LAB FOUNDATION	CA	T30	$3,178,351	$2,791,692	EXECUTIVE DIRECTOR	$176,638	Same NTEE code T30, revenue within 2x, same state
HIGH TECH HIGH FOUNDATION	CA	T30	$1,732,545	$888,775	Chairman	$0	Same NTEE code T30, revenue within 2x, same state
THE FOUNDATION AT FCOE	CA	T30	$1,754,497	$1,842,717	BOARD MEMBER	$0	Same NTEE code T30, revenue within 2x, same state
PEBBLE BEACH COMPANY FOUNDATION	CA	T30	$4,326,826	$2,155,680	SECRETARY/DIRECTOR	$0	Same NTEE code T30, revenue within 2x, same state
THE MONO LAKE FOUNDATION	CA	T30	$5,226,688	$4,113,833	EXCUTIVE DIRECTOR	$154,128	Same NTEE code T30, revenue within 2x, same state
LOS ALTOS EDUCATIONAL FOUNDATION	CA	T30	$3,232,426	$3,069,702	EXECUTIVE DIRECTOR	$162,417	Same NTEE code T30, revenue within 2x, same state
131 STEUART STREET FOUNDATION	CA	T30	$2,879,865	$3,264,408	DIRECTOR, PRESIDENT	$772,970	Same NTEE code T30, revenue within 2x, same state
FIND YOUR LIGHT FOUNDATION	CA	T30	$2,059,518	$1,449,061	PRESIDENT	$0	Same NTEE code T30, revenue within 2x, same state
THE ELIZABETH TAYLOR AIDS FOUNDATION	CA	T30	$3,945,896	$4,672,418	MANAGING DIRECTOR	$368,275	Same NTEE code T30, revenue within 2x, same state
THE HAWN FOUNDATION	CA	T30	$3,131,425	$3,256,658	ASSISTANT SECRETARY	$166,363	Same NTEE code T30, revenue within 2x, same state, similar name
DISCOVERY LAND COMPANY FOUNDATION	CA	T30	$2,732,141	$2,751,253	EXECUTIVE DIRECTOR/SECRETARY	$288,970	Same NTEE code T30, revenue within 2x, same state
AMADOR COMMUNITY FOUNDATION INC	CA	T30	$2,287,872	$1,848,305	EXECUTIVE DI	$87,043	Same NTEE code T30, revenue within 2x, same state
SAN CARLOS EDUCATIONAL FOUNDATION	CA	T30	$4,041,292	$3,839,538	EXECUTIVE DIRECTOR	$172,945	Same NTEE code T30, revenue within 2x, same state
FOUNDATION FOR STUDENTS RISING ABOVE	CA	T30	$5,157,241	$5,154,494	INTERIM CEO (THRU 03/25); COO	$188,121	Same NTEE code T30, revenue within 2x, same state
LL FOUNDATION FOR YOUTH	CA	T30	$2,968,097	$4,450,875	CHIEF EXECUTIVE OFFICER	$90,750	Same NTEE code T30, revenue within 2x, same state
ALALUSI FOUNDATION	CA	T30	$2,592,607	$3,405,362	Founder	$0	Same NTEE code T30, revenue within 2x, same state
CATHAY BANK FOUNDATION	CA	T30	$2,803,363	$2,940,414	CHAIR	$25,000	Same NTEE code T30, revenue within 2x, same state
VIOLICH FAMILY FOUNDATION	CA	T30	$2,957,317	$1,465,143	Director	$0	Same NTEE code T30, revenue within 2x, same state
RIVERSIDE COUNTY PHYSICIANS MEMORIAL FOUNDATION	CA	T30	$1,895,327	$1,250,053	CEO	$609,101	Same NTEE code T30, revenue within 2x, same state
THE KINGFISHER FOUNDATION	CA	T30	$1,983,466	$983,576	Trustee	$0	Same NTEE code T30, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Total given	Grants	Organizations funded	Type	Years	Which ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one	$78,428,784	290	63	DAF sponsor	2016–2024	BEYGOOD FOUNDATION; ARCHEWELL INC; DIGNITY AND POWER NOW; HAND COUNTY HEALTH WELLNESS AND COMMUNITY FOUNDATION and 59 more
SILICON VALLEY COMMUNITY FOUNDATION	$42,558,476	121	19	DAF sponsor	2010–2024	ARCHEWELL INC; INNOVATE PUBLIC SCHOOLS; DIGNITY AND POWER NOW; SILICON VALLEY SOCIAL VENTURE FUND and 15 more
DONOR ADVISED CHARITABLE GIVING funds this one	$36,243,442	287	49	DAF sponsor	2014–2024	SAN FRANCISCO FIRST TEE; INNOVATE PUBLIC SCHOOLS; CANARY FUND; BATTERY FOUNDATION and 45 more
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO funds this one	$26,611,372	18	5	DAF sponsor	2010–2024	HIGH TECH HIGH FOUNDATION; INDIGENOUS MEDICINE CONSERVATION FUND; DISCOVERY LAND COMPANY FOUNDATION; THE MONO LAKE FOUNDATION and 1 more
THE CALIFORNIA ENDOWMENT	$24,854,831	184	6	Private foundation	2009–2024	ACTION COUNCIL OF MONTEREY COUNTY INC; DIGNITY AND POWER NOW; INNOVATE PUBLIC SCHOOLS; ROBERTS FAMILY DEVELOPMENT CENTER and 2 more
AMERICAN ONLINE GIVING FOUNDATION INC funds this one	$17,344,902	141	35	DAF sponsor	2019–2025	SAN CARLOS EDUCATIONAL FOUNDATION; LOS ALTOS EDUCATIONAL FOUNDATION; SAI AASHRAYA INC; FOUNDATION FOR STUDENTS RISING ABOVE and 31 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION	$17,330,963	78	16	DAF sponsor	2012–2024	SACRED HARVEST FOUNDATION; CITY TO CITY SOCAL; CAPITOL MINISTRIES; HALO FOUNDATION and 12 more
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC	$9,448,944	3	3	DAF sponsor	2015–2021	ALAMANCE COMMUNITY FOUNDATION; APPALACHIAN REGIONAL HEALTHCARE FOUNDATION; THE CHILDRENS HEART FOUNDATION
CHARLES AND HELEN SCHWAB FOUNDATION	$8,540,944	9	1	Private foundation	2016–2024	INNOVATE PUBLIC SCHOOLS
NATIONAL PHILANTHROPIC TR funds this one	$8,227,933	118	33	DAF sponsor	2014–2024	ALALUSI FOUNDATION; BATTERY FOUNDATION; SAN FRANCISCO FIRST TEE; SILICON VALLEY SOCIAL VENTURE FUND and 29 more
FORD FOUNDATION	$7,529,450	14	5	Private foundation	2019–2024	POISE FOUNDATION; DIGNITY AND POWER NOW; INEVITABLE FOUNDATION; CONNECT HUMANITY and 1 more
THE HEINZ ENDOWMENTS	$7,306,375	27	1	Private foundation	2020–2024	POISE FOUNDATION
GIVE BACK FOUNDATION	$6,501,035	8	1	DAF sponsor	2018–2025	AMERICAS BEST LOCAL CHARITIES
THE BLACKBAUD GIVING FUND	$6,385,965	38	18	DAF sponsor	2021–2025	MGM RESORTS FOUNDATION; SAN CARLOS EDUCATIONAL FOUNDATION; SEMPRA EMPLOYEE GIVING NETWORK; LOS ALTOS EDUCATIONAL FOUNDATION and 14 more
DAVID AND LUCILE PACKARD FOUNDATION	$6,266,915	49	7	Private foundation	2010–2024	ACTION COUNCIL OF MONTEREY COUNTY INC; EARTH INNOVATION INSTITUTE; SILICON VALLEY SOCIAL VENTURE FUND; INNOVATE PUBLIC SCHOOLS and 3 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $1,648,134 spent · pay $350,251 · grants $1,000,000 · events $160,164

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,000,000	$1,000,000	-	-	60.7%
Other salaries and wages		$217,825	-	-	$217,825	13.2%
Other (as described) Event	EVENT LOGISTICS	$158,074	-	-	$158,074	9.6%
Pay: officers, directors, trustees, key employees		$73,721	-	-	$73,721	4.5%
Other employee benefits		$29,668	-	-	$29,668	1.8%
Fees: other services		$28,627	-	$28,627	-	1.7%
Other (as described)	ADMIN OVERHEAD	$24,000	-	$24,000	-	1.5%
Advertising and promotion		$23,694	-	-	$23,694	1.4%
Office expenses		$20,975	-	$19,200	$1,775	1.3%
Payroll taxes		$18,034	-	-	$18,034	1.1%
Other (as described)	DUES & SUBSCRIPTIONS	$17,376	-	$17,376	-	1.1%
Pension plan contributions		$11,003	-	-	$11,003	0.7%
All other expenses		$7,502	-	$7,302	$200	0.5%
Other (as described)	STORAGE	$6,840	-	$6,840	-	0.4%
Occupancy		$6,676	-	$6,676	-	0.4%
Conferences, conventions and meetings		$2,090	-	$2,090	-	0.1%
Travel		$2,029	-	$2,029	-	0.1%
Total		$1,648,134				100%

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2023 · Form 990 · $444,546 spent · pay $327,703 · grants $0 · events $473,052

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$211,594	-	-	$211,594	47.6%
Pay: officers, directors, trustees, key employees		$51,537	-	-	$51,537	11.6%
Fees: other services		$47,014	-	$47,014	-	10.6%
Other (as described) Event	EVENT LOGISTICS	$43,803	-	-	$43,803	9.9%
Other employee benefits		$38,251	-	-	$38,251	8.6%
Other (as described)	ADMIN OVERHEAD	$24,000	-	-	$24,000	5.4%
Other (as described)	DUES & SUBSCRIPTIONS	$19,755	-	$19,755	-	4.4%
Payroll taxes		$16,533	-	-	$16,533	3.7%
Office expenses		$16,261	-	$12,399	$3,862	3.7%
Occupancy		$14,963	-	$14,963	-	3.4%
Pension plan contributions		$9,788	-	-	$9,788	2.2%
Other (as described)	STORAGE	$7,680	-	$7,680	-	1.7%
Advertising and promotion		$3,998	-	-	$3,998	0.9%
Conferences, conventions and meetings		$2,651	-	$2,651	-	0.6%
Travel		$2,360	-	$2,360	-	0.5%
All other expenses		-$65,642	-	-$65,932	$290	-14.8%
Fundraising events Event	direct expenses; gross income $115,834	$426,598				reported apart
Total		$444,546				100%

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2022 · Form 990 · $2,030,761 spent · pay $329,817 · grants $1,045,033 · events $519,607

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,045,033	$1,045,033	-	-	51.5%
Other (as described) Event	EVENT LOGISTICS	$373,850	-	-	$373,850	18.4%
Other salaries and wages		$183,482	-	-	$183,482	9.0%
Fees: other services		$108,887	-	-	$108,887	5.4%
Pay: officers, directors, trustees, key employees		$86,261	-	-	$86,261	4.2%
Advertising and promotion		$56,084	-	-	$56,084	2.8%
Other employee benefits		$38,047	-	-	$38,047	1.9%
Fees: investment management		$32,164	-	$32,164	-	1.6%
Office expenses		$22,426	-	-	$22,426	1.1%
Occupancy		$22,110	-	-	$22,110	1.1%
Other (as described)	DUES & SUBSCRIPTIONS	$20,264	-	-	$20,264	1.0%
Payroll taxes		$15,572	-	-	$15,572	0.8%
All other expenses		$8,792	-	-	$8,792	0.4%
Pension plan contributions		$6,455	-	-	$6,455	0.3%
Conferences, conventions and meetings		$4,217	-	-	$4,217	0.2%
Other (as described)	STORAGE	$3,240	-	-	$3,240	0.2%
Other (as described)	MINOR EQUIPMENT	$2,766	-	-	$2,766	0.1%
Travel		$1,111	-	-	$1,111	0.1%
Fundraising events Event	direct expenses; gross income $294,086	$141,540				reported apart
Total		$2,030,761				100%

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2021 · Form 990 · $2,313,356 spent · pay $0 · grants $2,298,619 · events $715

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,298,619	$2,298,619	-	-	99.4%
Fees: investment management		$14,454	-	$14,454	-	0.6%
Office expenses		$198	-	-	$198	0.0%
Other (as described)	STORAGE	$85	-	$85	-	0.0%
Fundraising events Event	direct expenses; gross income $262,229	$715				reported apart
Total		$2,313,356				100%

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2020 · Form 990 · $3,726,720 spent · pay $0 · grants $3,629,738 · events $15,775

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,629,738	$3,629,738	-	-	97.4%
Fees: other services		$43,750	-	$43,750	-	1.2%
Advertising and promotion		$22,385	-	-	$22,385	0.6%
Other (as described)	ALLOCATED PAYROLL COSTS	$11,373	-	-	$11,373	0.3%
Office expenses		$9,154	-	$9,154	-	0.2%
Other (as described)	LOGISTICS	$9,011	-	-	$9,011	0.2%
Other (as described)	STORAGE	$1,018	-	$1,018	-	0.0%
Other (as described)	LICENSES & PERMITS	$150	-	-	$150	0.0%
All other expenses		$100	-	-	$100	0.0%
Conferences, conventions and meetings		$30	-	-	$30	0.0%
Travel		$11	-	$11	-	0.0%
Fundraising events Event	direct expenses; gross income $257,961	$15,745				reported apart
Total		$3,726,720				100%

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2019 · Form 990 · $2,751,738 spent · pay $0 · grants $1,753,304 · events $44

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,753,304	$1,753,304	-	-	63.7%
All other expenses		$926,773	-	$4,215	$922,558	33.7%
Fees: other services		$24,000	-	$21,500	$2,500	0.9%
Other (as described)	DONOR RECOGNITION	$18,037	-	-	$18,037	0.7%
Other (as described)	STAFF APPRECIATION	$14,151	-	-	$14,151	0.5%
Office expenses		$7,846	-	$6,291	$1,555	0.3%
Advertising and promotion		$5,011	-	-	$5,011	0.2%
Other (as described)	STORAGE	$1,955	-	$1,955	-	0.1%
Fees: legal		$356	-	$356	-	0.0%
Other (as described)	LICNESES & PERMITS	$256	-	$256	-	0.0%
Conferences, conventions and meetings		$44	-	-	$44	0.0%
Travel		$5	-	$5	-	0.0%
Total		$2,751,738				100%

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2018 · Form 990 · $573,548 spent · pay $303,742 · grants $130,244 · events $195,857

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$220,239	-	-	$220,239	38.4%
Grants to US organizations and governments		$130,244	$130,244	-	-	22.7%
Other employee benefits		$55,951	-	-	$55,951	9.8%
Interest		$40,393	-	$40,393	-	7.0%
Office expenses		$25,473	-	$525	$24,948	4.4%
Payroll taxes		$19,167	-	-	$19,167	3.3%
Fees: legal		$15,343	-	$15,343	-	2.7%
Fees: other services		$13,000	-	$9,000	$4,000	2.3%
Other (as described)	DONOR RECOGNITION	$11,192	-	$5,421	$5,771	2.0%
Occupancy		$10,791	-	-	$10,791	1.9%
Pension plan contributions		$8,385	-	-	$8,385	1.5%
Other (as described)	NEWSLETTERS	$5,000	-	-	$5,000	0.9%
Fees: accounting		$4,163	-	$4,163	-	0.7%
Other (as described)	DUES AND SUBSCRIPTIONS	$3,734	-	$3,734	-	0.7%
All other expenses		$3,702	-	$71	$3,631	0.6%
Information technology		$2,683	-	-	$2,683	0.5%
Other (as described)	STORAGE	$1,530	-	$1,530	-	0.3%
Insurance		$1,335	-	-	$1,335	0.2%
Conferences, conventions and meetings		$809	-	-	$809	0.1%
Travel		$332	-	-	$332	0.1%
Advertising and promotion		$82	-	-	$82	0.0%
Fundraising events Event	direct expenses; gross income $22,200	$195,048				reported apart
Total		$573,548				100%

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2017 · Form 990 · $852,476 spent · pay $503,089 · grants $148,095 · events $168,671

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$377,178	-	-	$377,178	44.2%
Grants to US organizations and governments		$148,095	$148,095	-	-	17.4%
Other employee benefits		$121,756	-	-	$121,756	14.3%
Interest		$90,497	-	$90,497	-	10.6%
Advertising and promotion		$26,331	-	-	$26,331	3.1%
Fees: accounting		$22,545	-	$22,545	-	2.6%
Other (as described)	IN-KIND EXPENSES	$20,000	-	-	$20,000	2.3%
Office expenses		$15,404	-	-	$15,404	1.8%
Occupancy		$10,129	-	-	$10,129	1.2%
Fees: legal		$4,630	-	$4,630	-	0.5%
Other (as described)	STORAGE	$3,910	-	-	$3,910	0.5%
Other (as described)	DONOR RECOGNITION	$3,484	-	-	$3,484	0.4%
Payroll taxes		$3,035	-	-	$3,035	0.4%
Insurance		$2,540	-	$2,540	-	0.3%
Other (as described)	ALL OTHER EXPENSES	$1,714	-	-	$1,714	0.2%
Pension plan contributions		$1,120	-	-	$1,120	0.1%
Travel		$85	-	-	$85	0.0%
Conferences, conventions and meetings		$23	-	-	$23	0.0%
Fundraising events Event	direct expenses; gross income $266,425	$168,648				reported apart
Total		$852,476				100%

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2016 · Form 990 · $10,637,694 spent · pay $0 · grants $10,567,785 · events $164,442

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$10,567,785	$10,567,785	-	-	99.3%
Office expenses		$17,687	-	-	$17,687	0.2%
All other expenses		$15,386	-	-	$15,386	0.1%
Interest		$14,177	-	$14,177	-	0.1%
Fees: other services		$12,753	-	$12,753	-	0.1%
Other (as described)	Storage	$2,710	-	-	$2,710	0.0%
Advertising and promotion		$2,396	-	-	$2,396	0.0%
Conferences, conventions and meetings		$1,968	-	$1,968	-	0.0%
Other (as described)	Staff Appreciation	$1,055	-	$1,055	-	0.0%
Travel		$725	-	-	$725	0.0%
Other (as described)	Board/Staff Training	$656	-	$656	-	0.0%
Other (as described)	Recruitment	$396	-	$396	-	0.0%
Fundraising events Event	direct expenses; gross income $175,749	$162,474				reported apart
Total		$10,637,694				100%

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2014 · Form 990 · $352,311 spent · pay $0 · grants $265,231 · events $76,741

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$265,231	$265,231	-	-	75.3%
Other (as described)	FUNDRAISING EXPENSES	$36,968	-	-	$36,968	10.5%
Office expenses		$20,447	-	-	$20,447	5.8%
All other expenses		$17,908	-	-	$17,908	5.1%
Other (as described)	STAFF DEV. & TRAINING	$5,423	-	-	$5,423	1.5%
Information technology		$2,556	-	-	$2,556	0.7%
Travel		$1,949	-	-	$1,949	0.6%
Fees: accounting		$1,829	-	$1,829	-	0.5%
Fundraising events Event	direct expenses; gross income $504,694	$76,741				reported apart
Total		$352,311				100%

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2013 · Form 990 · $890,064 spent · pay $0 · grants $732,190 · events $20,961

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$732,190	$732,190	-	-	82.3%
Other (as described)	BOOK/TAX DIFFERENCE IN	$126,000	-	-	$126,000	14.2%
Other (as described)	FUNDRAISING EXPENSES	$8,484	-	-	$8,484	1.0%
Fees: other services		$6,964	-	-	$6,964	0.8%
Other (as described)	STAFF DEV. & TRAINING	$5,355	-	-	$5,355	0.6%
Office expenses		$4,611	-	-	$4,611	0.5%
Information technology		$2,556	-	-	$2,556	0.3%
Advertising and promotion		$1,049	-	-	$1,049	0.1%
Travel		$1,013	-	-	$1,013	0.1%
Fees: investment management		$933	-	$933	-	0.1%
Other (as described)	SALES TAX	$909	-	-	$909	0.1%
Fundraising events Event	direct expenses; gross income $45,226	$20,961				reported apart
Total		$890,064				100%

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2012 · Form 990 · $721,632 spent · pay $112,946 · grants $508,350 · events $68,487

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$508,350	$508,350	-	-	70.4%
Pay: officers, directors, trustees, key employees		$97,628	$97,628	-	-	13.5%
Fees: management		$53,541	$53,541	-	-	7.4%
Other (as described) Event	SPECIAL EVENT	$18,225	-	-	$18,225	2.5%
Other employee benefits		$15,318	$15,318	-	-	2.1%
Other (as described)	BANK FEE CHARGES	$10,047	-	$10,047	-	1.4%
Information technology		$5,643	-	$5,643	-	0.8%
Other (as described)	ED SEARCH COSTS	$4,880	-	$4,880	-	0.7%
Other (as described)	SALES TAX/USE	$3,076	-	-	$3,076	0.4%
All other expenses		$2,977	-	$2,977	-	0.4%
Travel		$660	-	$660	-	0.1%
Office expenses		$477	-	$477	-	0.1%
Fees: other services		$405	-	$405	-	0.1%
Fees: investment management		$305	-	$305	-	0.0%
Fees: accounting		$100	-	$100	-	0.0%
Fundraising events Event	direct expenses; gross income -	$50,262				reported apart
Total		$721,632				100%

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2011 · Form 990 · $610,786 spent · pay $0 · grants $550,000 · events $20,089

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$550,000	$550,000	-	-	90.0%
Fees: management		$48,284	-	-	$48,284	7.9%
Other (as described)	ED SEARCH COSTS	$8,149	-	-	$8,149	1.3%
Fees: accounting		$2,700	-	$2,700	-	0.4%
Other (as described)	POSTAGE AND DELIVERY	$1,237	-	-	$1,237	0.2%
All other expenses		$416	-	-	$416	0.1%
Fundraising events Event	direct expenses; gross income -	$20,089				reported apart
Total		$610,786				100%

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2010 · Form 990 · $604,375 spent · pay $59,731 · grants $509,200 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$509,200	$509,200	-	-	84.3%
Pay: officers, directors, trustees, key employees		$59,731	-	$21,972	$37,759	9.9%
Other (as described)	FUNDRAISING EXPENSES	$23,619	-	-	$23,619	3.9%
Other (as described)	Printing and Publications	$6,419	-	-	$6,419	1.1%
Fees: accounting		$2,700	-	-	$2,700	0.4%
Other (as described)	Postage and Shipping	$1,232	-	-	$1,232	0.2%
Other (as described)	SALES/USE TAX	$767	-	-	$767	0.1%
Other (as described)	BANK CHARGES, FEES, COMMISSION	$342	-	-	$342	0.1%
All other expenses		$325	-	-	$325	0.1%
Office expenses		$40	-	-	$40	0.0%
Total		$604,375				100%

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2009 · Form 990 · $477,602 spent · pay $40,400 · grants $400,000 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$400,000	$400,000	-	-	83.8%
Pay: officers, directors, trustees, key employees		$40,400	-	$9,200	$31,200	8.5%
Other (as described)	SUPPLIES	$32,120	-	-	$32,120	6.7%
Other (as described)	PROFESSIONAL FEES	$5,082	-	-	$5,082	1.1%
Total		$477,602				100%

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OLE HEALTH FOUNDATION

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