THE CALIFORNIA WELLNESS FOUNDATION

Cite this

Plain text THE CALIFORNIA WELLNESS FOUNDATION. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/954292101. Retrieved 2026-10-20.

APA furp.org. (n.d.). THE CALIFORNIA WELLNESS FOUNDATION [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 20, 2026, from https://furp.org/org/954292101

MLA “THE CALIFORNIA WELLNESS FOUNDATION.” furp.org, tax years 2015–2024, https://furp.org/org/954292101. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $13.8M · expenses $73.9M · assets $1.05B

EIN: 95-4292101
Address: 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071-2213
Website: WWW.CALWELLNESS.ORG
NTEE code: T21
Subsection: 501(c)(3)
Ruling year: 1991
Cross-check: ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

47 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
Richard Tate	CEO/PRESIDENT	2016-2024	$739,181	$3,647,675	1
Rochelle Witharana	CFO	2016-2024	$468,588	$2,882,664	1
Arun Baheti	VP OF OPERATIONS	2018-2024	$386,512	$2,237,951	1
Earl Lui	MANAGING DIRECTOR	2015-2024	$272,874	$1,928,762	1
Lori Cox	VP OF PROGRAMS	2022-2024	$391,530	$1,000,054	1
Tina Eshaghpour	DIRECTOR - LEARNING	2019-2024	$236,947	$863,556	1
Adams Caitlin	SR. DIRECTOR - HUMAN	2022-2024	$292,433	$863,016	1
Alex Johnson	VP OF PUBLIC AFFAIRS	2021-2024	$303,954	$855,390	1
Gloria Romero-Medina	CONTROLLER	2022-2024	$278,849	$779,149	1
Jeffrey Kim	MANAGING DIRECTOR	2017-2024	$235,155	$413,163	1
Pamela Simms-Mackey	DIRECTOR, BOARD CHAIR	2016-2024	$43,400	$344,925	1
Debra Nakatomi	DIRECTOR	2015-2024	$30,900	$339,965	1
Arnold Perkins	DIRECTOR, AUDIT CHAIR	2016-2024	$34,900	$286,175	1
Ernest Wilson Iii	DIRECTOR	2015-2024	$30,900	$283,800	1
Xochitl Castaneda	DIRECTOR	2016-2024	$30,900	$280,925	1
Joseph Lumarda	DIRECTOR, PAST CHAIR	2015-2024	$34,900	$269,250	1
Terence P Mulligan	DIRECTOR, TREASURER	2018-2024	$34,900	$232,300	1
Angelica Salas	DIRECTOR, BOARD SECRETARY	2018-2024	$34,900	$232,300	1
Geri Yang-Johnson	DIRECTOR	2018-2024	$30,900	$224,300	1
Katherine Katcher	DIRECTOR	2021-2024	$30,900	$123,600	1
Irma Cota	DIRECTOR	2021-2024	$30,900	$123,600	1
Virginia Hedrick	DIRECTOR	2021-2024	$30,900	$123,600	1
Judy Belk (former)	PRESIDENT & CEO (JAN-AUG)	2017-2023	$868,337	$5,093,663	1
Fatima Angeles (former)	VP OF PROGRAMS	2015-2021	$361,634	$2,282,004	1
Margaret Minnich (former)	CFO (LEFT 2019)	2015-2019	$339,845	$1,843,045	1
Judy Belk-Peeks (former)	PRESIDENT & CEO	2015-2016	$589,061	$1,172,854	1
Sandra Martinez (former)	DIRECTOR - PUBLIC PO	2017-2020	$218,439	$824,478	1
Anthony Mashkovich (former)	DIRECTOR OF IT SYSTE	2016-2019	$191,780	$723,809	1
Anabel Giron (former)	DIRECTOR - INVESTMEN	2021-2023	$273,113	$721,948	1
Caitlin Adams (former)	DIRECTOR - HUMAN RES	2018-2021	$246,696	$680,630	1
Sandra Smith (former)	DIRECTOR - COMMUNICA	2019-2021	$220,246	$621,518	1
Sabah El-Amin (former)	ASSISTANT BOARD SECRETARY (LEFT 2019)	2016-2019	$105,928	$458,438	1
Amy Scop (former)	DIRTECTOR OF GRANTS	2015-2018	$267,562	$443,165	1
Patty Dimolfetta (former)	DIR. FINANCE & ADMIN	2015-2016	$177,284	$360,676	1
Tina Eshaghpour Tina (former)	DIRECTOR - LEARNING	2023	$230,114	$230,114	1
Gail Watts (former)	DIRECTOR OF HR	2016	$214,873	$214,873	1
Isabel Becerra (former)	DIRECTOR, BOARD SECRETARY	2015-2020	$34,900	$204,325	1
Elisabeth Hallman (former)	DIRECTOR	2015-2020	$30,900	$200,200	1
Bruce Minnich (former)	DIR. INFORMATION SYS	2015	$193,696	$193,696	1
Jeff Kim (former)	PROGRAM DIRECTOR	2015	$173,239	$173,239	1
Magdelena Beltran-Del Olmo (former)	VP OF COMMUNICATIONS	2015	$170,147	$170,147	1
Julio Marcial (former)	PROGRAM DIRECTOR	2015	$167,790	$167,790	1
Joseph Luamarda (former)	DIRECTOR, CHAIR	2019-2020	$43,400	$86,800	1
Elizabeth Gomez (former)	DIRECTOR,CHAIR (THRU 12/31/16)	2015-2016	$43,250	$80,915	1
David Barlow (former)	DIRECTOR (THRU 12/31/16)	2015-2016	$31,750	$64,040	1
Barbara Staggers Md (former)	DIRECTOR	2015	$31,290	$31,290	1
Eugene Washington Md (former)	DIRECTOR, CHAIR TO 3/31/15	2015	$11,750	$11,750	1

People by year

2024 · 22 people listed · 22 paid, $4.0M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RICHARD TATE	CEO/PRESIDENT	50	$683,481	-	$55,700	$739,181	1
ROCHELLE WITHARANA	CFO	50	$412,808	-	$55,780	$468,588	1
LORI COX	VP OF PROGRAMS	50	$336,960	-	$54,570	$391,530	1
ARUN BAHETI	VP OF OPERATIONS	50	$331,002	-	$55,510	$386,512	1
ALEX JOHNSON	VP OF PUBLIC AFFAIRS	50	$261,529	-	$42,425	$303,954	1
ADAMS CAITLIN	SR. DIRECTOR - HUMAN	50	$251,597	-	$40,836	$292,433	1
GLORIA ROMERO-MEDINA	CONTROLLER	50	$239,047	-	$39,802	$278,849	1
EARL LUI	MANAGING DIRECTOR	50	$234,736	-	$38,138	$272,874	1
TINA ESHAGHPOUR	DIRECTOR - LEARNING	50	$203,765	-	$33,182	$236,947	1
JEFFREY KIM	MANAGING DIRECTOR	50	$202,220	-	$32,935	$235,155	1
PAMELA SIMMS-MACKEY	DIRECTOR, BOARD CHAIR	5	$43,400	-	$0	$43,400	1
TERENCE P MULLIGAN	DIRECTOR, TREASURER	5	$34,900	-	$0	$34,900	1
ANGELICA SALAS	DIRECTOR, BOARD SECRETARY	2	$34,900	-	$0	$34,900	1
ARNOLD PERKINS	DIRECTOR, AUDIT CHAIR	2	$34,900	-	$0	$34,900	1
JOSEPH LUMARDA	DIRECTOR, PAST CHAIR	2	$34,900	-	$0	$34,900	1
XOCHITL CASTANEDA	DIRECTOR	2	$30,900	-	$0	$30,900	1
DEBRA NAKATOMI	DIRECTOR	2	$30,900	-	$0	$30,900	1
ERNEST WILSON III	DIRECTOR	2	$30,900	-	$0	$30,900	1
GERI YANG-JOHNSON	DIRECTOR	2	$30,900	-	$0	$30,900	1
KATHERINE KATCHER	DIRECTOR	2	$30,900	-	$0	$30,900	1
IRMA COTA	DIRECTOR	2	$30,900	-	$0	$30,900	1
VIRGINIA HEDRICK	DIRECTOR	2	$30,900	-	$0	$30,900	1

2023 · 22 people listed · 22 paid, $4.3M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK	PRESIDENT & CEO (JAN-AUG)	50	$815,177	-	$53,160	$868,337	1
RICHARD TATE	VP EXEC/CEO & PRESIDENT	50	$505,578	-	$52,800	$558,378	1
ROCHELLE WITHARANA	CFO	50	$395,874	-	$53,280	$449,154	1
LORI COX	VP OF PROGRAMS	50	$325,737	-	$52,502	$378,239	1
ARUN BAHETI	VP OF OPERATIONS	50	$324,011	-	$53,280	$377,291	1
ADAMS CAITLIN	SR. DIRECTOR - HUMAN	50	$247,788	-	$39,646	$287,434	1
ANABEL GIRON	DIRECTOR - INVESTMEN	50	$235,022	-	$38,091	$273,113	1
GLORIA ROMERO-MEDINA	CONTROLLER	50	$214,846	-	$35,812	$250,658	1
EARL LUI	MANAGING DIRECTOR	50	$213,242	-	$34,119	$247,361	1
TINA ESHAGHPOUR TINA	DIRECTOR - LEARNING	50	$198,374	-	$31,740	$230,114	1
PAMELA SIMMS-MACKEY	DIRECTOR, BOARD CHAIR	5	$51,400	-	$0	$51,400	1
TERENCE P MULLIGAN	DIRECTOR, TREASURER	5	$34,900	-	$0	$34,900	1
ANGELICA SALAS	DIRECTOR, BOARD SECRETARY	2	$34,900	-	$0	$34,900	1
ARNOLD PERKINS	DIRECTOR, AUDIT CHAIR	2	$34,900	-	$0	$34,900	1
JOSEPH LUMARDA	DIRECTOR	2	$34,900	-	$0	$34,900	1
XOCHITL CASTANEDA	DIRECTOR	5	$30,900	-	$0	$30,900	1
DEBRA NAKATOMI	DIRECTOR	2	$30,900	-	$0	$30,900	1
ERNEST WILSON III	DIRECTOR	2	$30,900	-	$0	$30,900	1
GERI YANG-JOHNSON	DIRECTOR	5	$30,900	-	$0	$30,900	1
KATHERINE KATCHER	DIRECTOR	2	$30,900	-	$0	$30,900	1
IRMA COTA	DIRECTOR	2	$30,900	-	$0	$30,900	1
VIRGINIA HEDRICK	DIRECTOR	2	$30,900	-	$0	$30,900	1

2022 · 22 people listed · 22 paid, $4.1M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK	PRESIDENT & CEO	50	$828,652	-	$49,160	$877,812	1
ROCHELLE WITHARANA	CFO	50	$378,432	-	$49,280	$427,712	1
RICHARD TATE	EXECUTIVE VICE PRESIDENT	50	$376,655	-	$48,800	$425,455	1
ARUN BAHETI	VP OF OPERATIONS	50	$353,520	-	$50,120	$403,640	1
ALEX JOHNSON	INTERIM VP OF PROGRA	50	$263,238	-	$42,118	$305,356	1
ADAMS CAITLIN	SR. DIRECTOR - HUMAN	50	$244,094	-	$39,055	$283,149	1
EARL LUI	PROGRAM DIRECTOR	50	$218,630	-	$34,981	$253,611	1
ANABEL GIRON	DIRECTOR - INVESTMEN	50	$215,590	-	$35,469	$251,059	1
GLORIA ROMERO-MEDINA	CONTROLLER	50	$214,369	-	$35,273	$249,642	1
LORI COX	VP OF PROGRAMS	50	$222,778	-	$7,507	$230,285	1
PAMELA SIMMS-MACKEY	DIRECTOR, VICE CHAIR	5	$43,400	-	$0	$43,400	1
JOSEPH LUMARDA	DIRECTOR	2	$34,900	-	$0	$34,900	1
GERI YANG-JOHNSON	DIRECTOR, AUDIT CHAIR	5	$34,900	-	$0	$34,900	1
TERENCE P MULLIGAN	DIRECTOR, TREASURER	5	$34,900	-	$0	$34,900	1
ANGELICA SALAS	DIRECTOR, BOARD SECRETARY	2	$34,900	-	$0	$34,900	1
XOCHITL CASTANEDA	DIRECTOR	5	$30,900	-	$0	$30,900	1
DEBRA NAKATOMI	DIRECTOR	2	$30,900	-	$0	$30,900	1
ARNOLD PERKINS	DIRECTOR	2	$30,900	-	$0	$30,900	1
ERNEST WILSON III	DIRECTOR	2	$30,900	-	$0	$30,900	1
KATHERINE KATCHER	DIRECTOR	2	$30,900	-	$0	$30,900	1
IRMA COTA	DIRECTOR	2	$30,900	-	$0	$30,900	1
VIRGINIA HEDRICK	DIRECTOR	2	$30,900	-	$0	$30,900	1

2021 · 23 people listed · 23 paid, $3.9M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK	PRESIDENT & CEO	50	$651,937	-	$46,760	$698,697	1
RICHARD TATE	EXECUTIVE VICE PRESIDENT	50	$336,400	-	$46,400	$382,800	1
FATIMA ANGELES	VP OF PROGRAMS	50	$322,844	-	$38,790	$361,634	1
ROCHELLE WITHARANA	CFO	50	$304,577	-	$46,880	$351,457	1
ARUN BAHETI	VP OF OPERATIONS	50	$302,749	-	$47,240	$349,989	1
CAITLIN ADAMS	DIRECTOR - HUMAN RES	50	$212,519	-	$34,177	$246,696	1
ALEX JOHNSON	INTERIM VP OF PROGRAMS	50	$212,138	-	$33,942	$246,080	1
SANDRA SMITH	DIRECTOR - COMMUNICA	50	$189,867	-	$30,379	$220,246	1
TINA ESHAGHPOUR	DIRECTOR -EVALUATION	50	$187,468	-	$29,995	$217,463	1
EARL LUI	PROGRAM DIRECTOR	50	$187,452	-	$29,992	$217,444	1
ANABEL GIRON	DIRECTOR - INVESTMEN	50	$183,750	-	$14,026	$197,776	1
PAMELA SIMMS-MACKEY	DIRECTOR, VICE CHAIR	5	$43,400	-	$0	$43,400	1
JOSEPH LUMARDA	DIRECTOR	2	$34,900	-	$0	$34,900	1
GERI YANG-JOHNSON	DIRECTOR, AUDIT CHAIR	5	$34,900	-	$0	$34,900	1
TERENCE P MULLIGAN	DIRECTOR, TREASURER	5	$34,900	-	$0	$34,900	1
ANGELICA SALAS	DIRECTOR, BOARD SECRETARY	2	$34,900	-	$0	$34,900	1
XOCHITL CASTANEDA	DIRECTOR	5	$30,900	-	$0	$30,900	1
DEBRA NAKATOMI	DIRECTOR	2	$30,900	-	$0	$30,900	1
ARNOLD PERKINS	DIRECTOR	2	$30,900	-	$0	$30,900	1
ERNEST WILSON III	DIRECTOR	2	$30,900	-	$0	$30,900	1
KATHERINE KATCHER	DIRECTOR	2	$30,900	-	$0	$30,900	1
IRMA COTA	DIRECTOR	2	$30,900	-	$0	$30,900	1
VIRGINIA HEDRICK	DIRECTOR	2	$30,900	-	$0	$30,900	1

2020 · 21 people listed · 21 paid, $3.6M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK	PRESIDENT & CEO	50	$709,957	-	$45,960	$755,917	1
RICHARD TATE	EXECUTIVE VICE PRESIDENT	50	$318,781	-	$44,906	$363,687	1
FATIMA ANGELES	VP OF PROGRAMS	50	$296,974	-	$46,440	$343,414	1
ROCHELLE WITHARANA	CFO	50	$285,077	-	$46,080	$331,157	1
ARUN BAHETI	VP OF OPERATIONS	50	$281,446	-	$46,030	$327,476	1
CAITLIN ADAMS	DIRECTOR - HUMAN RES	50	$200,518	-	$32,520	$233,038	1
SANDRA MARTINEZ	DIRECTOR - PUBLIC PO	50	$188,133	-	$30,306	$218,439	1
TINA ESHAGHPOUR	DIRECTOR - EVALUATIO	50	$183,867	-	$29,419	$213,286	1
SANDRA SMITH	DIRECTOR - COMMUNICA	50	$179,339	-	$28,694	$208,033	1
EARL LUI	PROGRAM DIRECTOR	50	$174,844	-	$27,975	$202,819	1
JOSEPH LUAMARDA	DIRECTOR, CHAIR	5	$43,400	-	$0	$43,400	1
ISABEL BECERRA	DIRECTOR, BOARD SECRETARY	2	$34,900	-	$0	$34,900	1
XOCHITL CASTANEDA	DIRECTOR, AUDIT CHAIR	5	$34,900	-	$0	$34,900	1
DEBRA NAKATOMI	DIRECTOR, PAST CHAIR	2	$34,900	-	$0	$34,900	1
PAMELA SIMMS-MACKEY	DIRECTOR, TREASURER	5	$34,900	-	$0	$34,900	1
ELISABETH HALLMAN	DIRECTOR	2	$30,900	-	$0	$30,900	1
ARNOLD PERKINS	DIRECTOR	2	$30,900	-	$0	$30,900	1
ERNEST WILSON III	DIRECOTR	2	$30,900	-	$0	$30,900	1
GERI YANG-JOHNSON	DIRECTOR	2	$30,900	-	$0	$30,900	1
TERENCE P MULLIGAN	DIRECTOR	2	$30,900	-	$0	$30,900	1
ANGELICA SALAS	DIRECTOR	2	$30,900	-	$0	$30,900	1

2019 · 23 people listed · 23 paid, $3.7M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK	PRESIDENT & CEO	50	$620,016	-	$45,160	$665,176	1
RICHARD TATE	VP OF PUBLIC AFFAIRS	50	$296,226	-	$44,800	$341,026	1
MARGARET MINNICH	CFO (LEFT 2019)	50	$295,045	-	$44,800	$339,845	1
FATIMA ANGELES	VP OF PROGRAMS	50	$290,989	-	$45,640	$336,629	1
ARUN BAHETI	VP OF OPERATIONS	50	$259,769	-	$36,240	$296,009	1
ROCHELLE WITHARANA	CFO (BEGAN 2019)	50	$220,576	-	$35,849	$256,425	1
SANDRA MARTINEZ	DIRECTOR OF PUBLIC P	50	$180,905	-	$28,985	$209,890	1
EARL LUI	DIRECTOR OF FINANCE	50	$169,569	-	$27,131	$196,700	1
TINA ESHAGHPOUR	DIRECTOR OF GRANTS	50	$168,845	-	$27,015	$195,860	1
SANDRA SMITH	DIRECTOR OF HR	50	$166,585	-	$26,654	$193,239	1
ANTHONY MASHKOVICH	DIRECTOR OF IT SYSTE	50	$171,166	-	$20,614	$191,780	1
SABAH EL-AMIN	ASSISTANT BOARD SECRETARY (LEFT 2019)	40	$90,900	-	$15,028	$105,928	1
JOSEPH LUAMARDA	DIRECTOR, VICE CHAIR	5	$43,400	-	$0	$43,400	1
ISABEL BECERRA	DIRECTOR, BOARD SECRETARY	5	$34,900	-	$0	$34,900	1
XOCHITL CASTANEDA	DIRECTOR, CHAIR	5	$34,900	-	$0	$34,900	1
PAMELA SIMMS-MACKEY	DIRECTOR, CHAIR	5	$34,900	-	$0	$34,900	1
ELISABETH HALLMAN	DIRECTOR	2	$30,900	-	$0	$30,900	1
DEBRA NAKATOMI	DIRECTOR	2	$30,900	-	$0	$30,900	1
ARNOLD PERKINS	DIRECTOR	2	$30,900	-	$0	$30,900	1
ERNEST WILSON III	DIRECOTR	2	$30,900	-	$0	$30,900	1
GERI YANG-JOHNSON	DIRECTOR	2	$30,900	-	$0	$30,900	1
TERENCE P MULLIGAN	DIRECTOR	2	$30,900	-	$0	$30,900	1
ANGELICA SALAS	DIRECTOR	2	$30,900	-	$0	$30,900	1

2018 · 22 people listed · 22 paid, $3.3M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK	PRESIDENT & CEO	50	$588,838	-	$44,360	$633,198	1
MARGARET MINNICH	CFO	50	$353,732	-	$44,000	$397,732	1
FATIMA ANGELES	VP OF PROGRAMS	50	$284,571	-	$44,102	$328,673	1
RICHARD TATE	VP OF PUBLIC AFFAIRS	50	$274,969	-	$43,026	$317,995	1
AMY SCOP	DIRTECTOR OF GRANTS	50	$253,843	-	$13,719	$267,562	1
ROCHELLE WITHARANA	DIRECTOR- FINANCE	50	$178,506	-	$29,002	$207,508	1
CAITLIN ADAMS	DIRECTOR OF HR	50	$172,280	-	$28,616	$200,896	1
SANDRA MARTINEZ	DIRECTOR- PUB POLICY	50	$171,972	-	$27,515	$199,487	1
ANTHONY MASHKOVICH	DIRECTOR- IT SYSTEM	50	$166,335	-	$20,555	$186,890	1
SABAH EL-AMIN	ASSISTANT BOARD SECRETARY	40	$103,907	-	$17,182	$121,089	1
ARUN BAHETI	VP OF OPERATIONS	50	$96,789	-	$245	$97,034	1
DEBRA NAKATOMI	DIRECTOR, CHAIR	5	$43,400	-	$0	$43,400	1
ISABEL BECERRA	DIRECTOR	2	$34,900	-	$0	$34,900	1
ELISABETH HALLMAN	DIRECTOR, BOARD SECRETARY	5	$34,900	-	$0	$34,900	1
JOSEPH LUMARDA	DIRECTOR, VICE CHAIR	5	$34,900	-	$0	$34,900	1
XOCHITL CASTANEDA	DIRECTOR	2	$30,900	-	$0	$30,900	1
ARNOLD PERKINS	DIRECTOR	2	$30,900	-	$0	$30,900	1
PAMELA SIMMS-MACKEY	DIRECTOR	2	$30,900	-	$0	$30,900	1
ERNEST WILSON III	DIRECTOR	2	$30,900	-	$0	$30,900	1
GERI YANG-JOHNSON	DIRECTOR	2	$30,900	-	$0	$30,900	1
TERENCE P MULLIGAN	DIRECTOR	2	$30,900	-	$0	$30,900	1
ANGELICA SALAS	DIRECTOR	2	$30,900	-	$0	$30,900	1

2017 · 18 people listed · 18 paid, $3.0M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Judy Belk	President & CEO	50	$550,936	-	$43,590	$594,526	1
Margaret Minnich	COO & CFO	50	$353,748	-	$43,217	$396,965	1
Fatima Angeles	VP of Programs	50	$283,463	-	$44,541	$328,004	1
Richard Tate	VP of Public Affairs	50	$269,626	-	$41,088	$310,714	1
ROCHELLE WITHARANA	DIRECTOR OF FINANCE	50	$174,767	-	$27,969	$202,736	1
SANDRA MARTINEZ	DIRECTOR	50	$169,536	-	$27,126	$196,662	1
EARL LUI	PROGRAM DIRECTOR	50	$156,163	-	$24,986	$181,149	1
ANTHONY MASHKOVICH	DIRECTOR OF IS	50	$160,500	-	$19,279	$179,779	1
JEFFREY KIM	PROGRAM DIRECTOR	50	$153,434	-	$24,574	$178,008	1
Sabah El-Amin	Assistant Board Secretary	40	$100,453	-	$16,676	$117,129	1
Debra Nakatomi	Director, Chair	5	$47,375	-	$0	$47,375	1
Joseph Lumarda	Director, Vice Chair	5	$40,000	-	$0	$40,000	1
Elisabeth Hallman	Director, Board Secretary	5	$38,500	-	$0	$38,500	1
Isabel Becerra	Director	5	$36,250	-	$0	$36,250	1
Arnold Perkins	Director	2	$33,000	-	$0	$33,000	1
Pamela Simms-Mackey	Director	2	$32,250	-	$0	$32,250	1
Ernest Wilson III	Director	2	$30,000	-	$0	$30,000	1
Xochitl Castaneda	Director	2	$29,250	-	$0	$29,250	1

2016 · 20 people listed · 20 paid, $2.8M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK-PEEKS	PRESIDENT & CEO	50	$546,280	-	$42,781	$589,061	1
MARGARET MINNICH	COO & CFO	50	$320,196	-	$42,541	$362,737	1
FATIMA ANGELES	VP OF PROGRAMS	50	$250,834	-	$41,469	$292,303	1
GAIL WATTS	DIRECTOR OF HR	50	$187,191	-	$27,682	$214,873	1
RICHARD TATE	VP,PUBLIC AFFAIRS(AS OF 03/16)	50	$197,885	-	$10,554	$208,439	1
ROCHELLE WITHARANA	CONTROLLER & DIR	50	$161,638	-	$26,289	$187,927	1
PATTY DIMOLFETTA	DIR. FINANCE & ADMIN	50	$162,768	-	$14,516	$177,284	1
EARL LUI	PROGRAM DIRECTOR	50	$152,615	-	$24,482	$177,097	1
ANTHONY MASHKOVICH	DIR. INFORMATION SYS	50	$156,000	-	$9,360	$165,360	1
SABAH EL-AMIN	ASSISTANT BOARD SECRETARY	40	$98,019	-	$16,273	$114,292	1
ELIZABETH GOMEZ	DIRECTOR,CHAIR (THRU 12/31/16)	3	$43,250	-	$0	$43,250	1
ELISABETH HALLMAN	DIRECTOR	2	$34,000	-	$0	$34,000	1
DEBRA NAKATOMI	DIRECTOR	2	$32,500	-	$0	$32,500	1
DAVID BARLOW	DIRECTOR (THRU 12/31/16)	2	$31,750	-	$0	$31,750	1
ISABEL BECERRA	DIRECTOR, VICE CHAIR	2	$31,375	-	$0	$31,375	1
PAMELA SIMMS-MACKEY	DIRECTOR (AS OF 01/01/16)	2	$30,375	-	$0	$30,375	1
ARNOLD PERKINS	DIRECTOR (AS OF 01/01/16)	2	$28,875	-	$0	$28,875	1
JOSEPH LUMARDA	DIRECTOR	2	$27,750	-	$0	$27,750	1
XOCHITL CASTANEDA	DIRECTOR (AS OF 01/01/16)	2	$27,375	-	$0	$27,375	1
ERNEST WILSON III	DIRECTOR	2	$26,250	-	$0	$26,250	1

2015 · 19 people listed · 19 paid, $2.7M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JUDY BELK-PEEKS	PRESIDENT & CEO	50	$540,408	-	$43,385	$583,793	1
MARGARET MINNICH	COO & CFO	50	$302,483	-	$43,283	$345,766	1
FATIMA ANGELES	VP OF PROGRAMS	50	$249,107	-	$42,240	$291,347	1
BRUCE MINNICH	DIR. INFORMATION SYS	50	$176,784	-	$16,912	$193,696	1
PATTY DIMOLFETTA	DIR. FINANCE & ADMIN	50	$151,298	-	$32,094	$183,392	1
EARL LUI	PROGRAM DIRECTOR	50	$154,202	-	$25,505	$179,707	1
AMY SCOP	SECRETARY	50	$149,423	-	$26,180	$175,603	1
JEFF KIM	PROGRAM DIRECTOR	50	$148,598	-	$24,641	$173,239	1
MAGDELENA BELTRAN-DEL OLMO	VP OF COMMUNICATIONS	50	$161,903	-	$8,244	$170,147	1
JULIO MARCIAL	PROGRAM DIRECTOR	50	$143,694	-	$24,096	$167,790	1
ELIZABETH GOMEZ	DIRECTOR, CHAIR FROM 4/1/15	3	$37,665	-	$0	$37,665	1
DAVID BARLOW	DIRECTOR	2	$32,290	-	$0	$32,290	1
ISABEL BECERRA	DIRECTOR, VICE CHAIR	2	$32,000	-	$0	$32,000	1
BARBARA STAGGERS MD	DIRECTOR	2	$31,290	-	$0	$31,290	1
ELISABETH HALLMAN	DIRECTOR	2	$31,000	-	$0	$31,000	1
DEBRA NAKATOMI	DIRECTOR	2	$27,290	-	$0	$27,290	1
JOSEPH LUMARDA	DIRECTOR	2	$27,000	-	$0	$27,000	1
EUGENE WASHINGTON MD	DIRECTOR, CHAIR TO 3/31/15	1	$11,750	-	$0	$11,750	1
ERNEST WILSON III	DIRECTOR 7/1/15 TO 12/31/15	1	$11,250	-	$0	$11,250	1

Highest-paid independent contractors

2024 · 5 contractors · $1.9M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT MGMT	$1,237,500
BOSTON COMMON ASSET MANAGEMENT LLC	BOSTON, MA	INVESTMENT MGMT	$227,326
ETHIC INC	NEW YORK, NY	INVESTMENT MGMT	$204,832
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MGMT	$151,154
GREEN HASSON & JANKS LLP	LOS ANGELES, CA	ACCOUNTING	$118,631

2023 · 5 contractors · $2.0M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT MGMT	$1,229,167
APERIO GROUP LLC	SAUSALITO, CA	INVESTMENT MGMT	$193,374
BOSTON COMMON ASSET MANAGEMENT LLC	BOSTON, MA	INVESTMENT MGMT	$188,747
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MGMT	$184,866
BAILLIE GIFFORD OVERSEAS LIMITED	EDINBURGH, EH1 3AN	INVESTMENT MGMT	$164,267

2022 · 5 contractors · $2.1M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT MGMT	$889,583
WELLINGTON TRUST COMPANY NA	BOSTON, MA	INVESTMENT MGMT	$489,796
BAILLIE GIFFORD OVERSEAS LIMITED	EDINBURGH, EH1 3AN	INVESTMENT MGMT	$363,609
APERIO GROUP LLC	SAUSALITO, CA	INVESTMENT MGMT	$227,095
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MGMT	$176,983

2021 · 5 contractors · $2.1M

Name	Location	Service	Paid
BAILLIE GIFFORD OVERSEAS LIMITED	EDINBURGH, EH1 3AN	INVESTMENT MGMT	$625,442
WELLINGTON TRUST COMPANY NA	BOSTON, MA	INVESTMENT MGMT	$494,149
ANGELES INVESTMENT	SANTA MONICA, CA	INVESTMENT MGMT	$474,424
APERIO GROUP LLC	SAUSALITO, CA	INVESTMENT MGMT	$273,269
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT MGMT	$225,000

2020 · 5 contractors · $1.9M

Name	Location	Service	Paid
BAILLIE GIFFORD OVERSEAS LIMITED	EDINBURGH, EH1 3AN	INVESTMENT MGMT	$592,881
WELLINGTON TRUST COMPANY NA	BOSTON, MA	INVESTMENT MGMT	$478,897
ANGELES INVESTMENT	SANTA MONICA, CA	INVESTMENT MGMT	$403,990
THE NOTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MGMT	$238,211
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT MGMT	$225,000

2019 · 5 contractors · $956K

Name	Location	Service	Paid
ANGELES INVESTMENT ADVISORS LLC	SANTA MONICA, CA	INVESTMENT MGMT	$392,512
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT MGMT	$225,000
SULLIVAN COTTER AND ASSOCIATES INC	NEW YORK, NY	CONSULTING	$122,788
ARROWSTREET CAPITAL LP	BOSTON, MA	INVESTMENT MGMT	$109,046
RODRIGUEZ HORII CHOI & CAFFERATA LLP	LOS ANGELES, CA	LEGAL	$107,107

2018 · 5 contractors · $1.8M

Name	Location	Service	Paid
ARROWSTREET CAPITAL LP	BOSTON, MA	INVESTMENT MGMT.	$560,788
BAILLIE GIFFORD OVERSEAS LTD	EDINBURGH	INVESTMENT MGMT.	$501,457
ANGELES INVESTMENT ADVISORS LLC	SANTA MONICA, CA	INVESTMENT MGMT.	$395,005
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT MGMT.	$225,000
EXPONENT PARTNERS	SAN FRANCISCO, CA	Consulting	$154,289

2017 · 5 contractors · $1.7M

Name	Location	Service	Paid
BAILLIE GIFFORD OVERSEAS LTD	EDINBURGH	INVESTMENT Mgmt.	$497,589
ARROWSTREET CAPITAL LP	BOSTON, MA	INVESTMENT MGMT.	$492,118
ANGELES INVESTMENT ADVISORS LLC	SANTA MONICA, CA	INVESTMENT MGMT.	$270,783
VAUGHAN NELSON INVESTMENT MANAGEMENT LP	HOUSTON, TX	INVESTMENT MGMT.	$235,740
SPITFIRE STRATEGIES LLC	SAN FRANCISCO, CA	Consulting	$204,404

2016 · 5 contractors · $1.8M

Name	Location	Service	Paid
BAILLIE GIFFORD OVERSEAS LTD	EDINBURGH	INVESTMENT Mgmt.	$507,203
ARROWSTREET CAPITAL LP	BOSTON, MA	INVESTMENT MGMT.	$432,978
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MGMT.	$387,056
VAUGHAN NELSON INVESTMENT MANAGEMENT LP	HOUSTON, TX	INVESTMENT MGMT.	$282,687
ANGELES INVESTMENT ADVISORS LLC	SANTA MONICA, CA	INVESTMENT MGMT.	$217,195

2015 · 5 contractors · $1.8M

Name	Location	Service	Paid
BAILLIE GIFFORD OVERSEAS LTD	EDINBURGH	INVESTMENT Mgmt.	$627,003
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MGMT.	$380,703
CG NET SERVICES INTERNATIONAL INC	MENLO PARK, CA	IT SERVICES	$331,637
VAUGHAN NELSON INVESTMENT MANAGEMENT LP	HOUSTON, TX	INVESTMENT MGMT.	$291,167
ANGELES INVESTMENT ADVISORS LLC	SANTA MONICA, CA	INVESTMENT MGMT.	$182,046

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 · 681 grants to organizations · $48.8M

Listed grants add up to $48,752,827; the return's “grants paid” expense line says $53,591,370. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2024 · CSV

2023 · 799 grants to organizations · $57.0M · 1 returned · -$30K

Listed grants add up to $56,990,667; the return's “grants paid” expense line says $59,641,358. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2023 · CSV

2022 · 611 grants to organizations · $56.5M

Show every grant for 2022 · CSV

2021 · 605 grants to organizations · $50.5M

Show every grant for 2021 · CSV

2020 · 715 grants to organizations · $50.3M

Listed grants add up to $50,293,281; the return's “grants paid” expense line says $49,573,531. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2020 · CSV

2019 · 474 grants to organizations · $35.7M

Listed grants add up to $35,653,394; the return's “grants paid” expense line says $34,281,344. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2019 · CSV

2018 · 461 grants to organizations · $37.3M

Listed grants add up to $37,322,776; the return's “grants paid” expense line says $33,521,876. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2018 · CSV

2017 · 403 grants to organizations · $34.6M

Listed grants add up to $34,615,572; the return's “grants paid” expense line says $36,929,105. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2017 · CSV

2016 · 474 grants to organizations · $35.6M

Listed grants add up to $35,604,761; the return's “grants paid” expense line says $29,085,578. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2016 · CSV

2015 · 516 grants to organizations · $39.8M

Listed grants add up to $39,828,164; the return's “grants paid” expense line says $38,091,514. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2015 · CSV

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

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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 990PF period ending 2024-12-31 · view filing · original 990 ↗
$13,765,234	$73,867,741	$1,049,009,252	$1,031,266,732	-	-	$2,689,067	-	-
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$85,291,405	$80,915,254	$1,042,135,742	$1,027,630,625	-	-	$3,038,699	-	-
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$78,770,548	$73,097,281	$1,019,736,613	$1,004,952,587	-	-	$2,764,204	-	-
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$96,883,603	$69,558,768	$1,249,668,748	$1,238,190,090	-	-	$2,789,957	-	-
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$100,571,386	$66,295,267	$1,108,598,057	$1,093,293,119	-	-	$2,490,051	-	-
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$50,496,420	$51,740,970	$1,019,755,165	$1,007,076,832	-	-	$2,705,438	-	-
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$71,704,359	$48,625,409	$880,609,276	$871,353,453	$0	-	$2,067,206	-	-
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$54,960,326	$53,195,456	$1,006,120,644	$989,613,294	$0	-	$1,844,851	-	-
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$30,419,988	$42,250,371	$892,596,491	$883,098,784	$2,000	-	$1,726,714	-	-
2016 · Form 990PF period ending 2016-12-31 · amended · superseded · view filing · original 990 ↗
$30,419,988	$42,250,371	$892,596,491	$883,098,784	$2,000	-	$1,726,714	-	-
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$52,277,925	$51,030,119	$870,208,767	$853,761,907	$100	-	$1,644,859	-	-

Funders of this organization

3 grantors reported grants to this organization, $275,051 in all, tax years 2012 to 2023. 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	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
UNITED WAY OF NORTHERN CALIFORNIA	Public charity	Exact	2023	1	$251,119	2023	$251,119	show
COMMUNITY HOUSING IMPROVEMENT SYSTEMS AND PLANNING ASSN INC	Public charity	Exact	2012	1	$13,334	2012	$13,334	show
CATHOLIC CHARITIES OF CALIFORNIA	Public charity	Exact	2023	1	$10,598	2023	$10,598	show

Similar organizations

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. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
DPR FOUNDATION	CA	T21	$23,441,303	$2,816,967	Dir, Pres	$0	Same NTEE code T21, revenue within 2x, same state
HERBALIFE NUTRTION FOUNDATION	CA	T21	$7,406,427	$7,088,503	EXECUTIVE DIRECTOR	$263,936	Same NTEE code T21, revenue within 2x, same state
MATTHEW KELLY FAMILY FOUNDATION	CA	T21	$12,027,307	$1,118,754	DIRECTOR	$0	Same NTEE code T21, revenue within 2x, same state
SMIDT FAM FOUNDATION	CA	T21	$7,030,373	$2,394,383	FOUNDATION MANAGER/TRUSTEE	$85,000	Same NTEE code T21, revenue within 2x, same state
GITLAB ORG FOUNDATION	CA	T21	$10,413,122	$22,031,172	PRESIDENT & CEO	$432,679	Same NTEE code T21, revenue within 2x, same state
WALTER J & BETTY C ZABLE FOUNDATION	CA	T21	$9,670,812	$6,872,821	PRESIDENT/DIRECTOR	$275,000	Same NTEE code T21, revenue within 2x, same state
IN-N-OUT BURGERS FOUNDATION	CA	T21	$7,315,400	$5,702,000	PRESIDENT	$0	Same NTEE code T21, revenue within 2x, same state
KALMANOVITZ CHARITABLE FOUNDATION	CA	T21	$15,815,315	$12,978,429	TRUSTEE	$0	Same NTEE code T21, revenue within 2x, same state
KRISHNAN-SHAH FAMILY FOUNDATION INC	CA	T21	$7,089,097	$4,519,445	PRESIDENT/DIRECTOR	$0	Same NTEE code T21, revenue within 2x, same state
CALL FOUNDATION	UT	T21	$13,989,517	$3,899,815	DIR. STRATEGIC PARTNERSHIPS & COMM.	$118,690	Same NTEE code T21, revenue within 2x
THE ARMSTRONG FOUNDATION	CO	T21	$14,810,808	$6,429,753	DIRECTOR	$0	Same NTEE code T21, revenue within 2x
THE GREEN FERN FOUNDATION	MN	T21	$8,039,438	$6,123,791	PRES/TREAS/SECRETARY/DIRECTOR	$15,000	Same NTEE code T21, revenue within 2x
SPEEDWELL FOUNDATION	GA	T21	$19,158,035	$7,690,972	Trustee	$0	Same NTEE code T21, revenue within 2x
WIREGRASS FOUNDATION	AL	T21	$9,359,725	$5,855,975	PRESIDENT	$228,744	Same NTEE code T21, revenue within 2x
THRIVE CAUSEMETICS FOUNDATION	WA	T21	$25,275,310	$21,126,941	PRESIDENT/TREASURER	$0	Same NTEE code T21, revenue within 2x
KEHE CARES FOUNDATION INC	IL	T21	$7,340,677	$6,841,993	PRESIDENT	$0	Same NTEE code T21, revenue within 2x
RX FOUNDATION	MA	T21	$19,348,251	$3,930,513	SECRETARY, EXECUTIVE DIRECTOR	$114,969	Same NTEE code T21, revenue within 2x
WEITZ FAMILY FOUNDATION	NE	T21	$23,911,302	$21,008,193	ORGANIZATION PRESIDENT	$231,462	Same NTEE code T21, revenue within 2x
THE RAY AND TYE NOORDA FOUNDATION	UT	T21	$13,619,301	$30,348,267	TRUSTEE	$8,000	Same NTEE code T21, revenue within 2x
KLA FOUNDATION	MI	T21	$8,618,632	$8,609,201	DIRECTOR	$0	Same NTEE code T21, revenue within 2x
CLERMONT FOUNDATION	MA	T21	$13,933,821	$1,748,961	EXECUTIVE DIRECTOR	$13,271	Same NTEE code T21, revenue within 2x
ADOBE FOUNDATION	DE	T21	$10,468,996	$14,029,600	Dir	$0	Same NTEE code T21, revenue within 2x
ALCOA FOUNDATION	PA	T21	$7,630,369	$10,347,756	PRESIDENT	$131,961	Same NTEE code T21, revenue within 2x
SALEM FOUNDATION	MA	T21	$25,969,756	$1,084,077	TRUSTEE	$0	Same NTEE code T21, revenue within 2x
MOODYS FOUNDATION	NY	T21	$11,550,885	$4,332,094	President	$0	Same NTEE code T21, revenue within 2x

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	Type	Total given	Grants	Organizations funded	Years	Which ones
FIFTH THIRD CHARITABLE GIFT FUND	DAF sponsor	$8,964,964	1	1	2013–2013	NATIONAL GIFT ANNUITY FOUNDATION
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$7,536,162	37	6	2014–2024	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; FRIENDS OF AHAVAT SHALOM INC; HENRY FORD HEALTH PROVIDENCE FOUNDATION; REI COOPERATIVE ACTION FUND and 2 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$6,196,044	39	6	2016–2024	FRIENDS OF AHAVAT SHALOM INC; NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; 4ROOTS FOUNDATION INC; HENRY FORD HEALTH PROVIDENCE FOUNDATION and 2 more
DORIS & DONALD FISHER FOUNDATION	Private foundation	$5,000,000	1	1	2020–2020	PISCES FOUNDATION
THE SEATTLE FOUNDATION	DAF sponsor	$4,031,485	4	1	2023–2024	REI COOPERATIVE ACTION FUND
JEWISH COMMUNAL FUND	DAF sponsor	$3,667,863	18	2	2009–2024	FRIENDS OF AHAVAT SHALOM INC; NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC
STEVEN & KIKI ESRICK DREAM FOUNDATION INC	Private foundation	$3,645,822	11	1	2014–2025	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC
WILLIAM & FLORA HEWLETT FOUNDATION	Private foundation	$2,800,000	2	2	2021–2024	REI COOPERATIVE ACTION FUND; PISCES FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION	DAF sponsor	$2,731,469	13	4	2016–2024	4ROOTS FOUNDATION INC; NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; IN-N-OUT BURGERS FOUNDATION; HENRY FORD HEALTH PROVIDENCE FOUNDATION
HELEN AND JACOB SHAHAM CHARITABLE FOUNDATION INC	Private foundation	$2,000,000	1	1	2024–2024	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC
FRANK DIMINO FAMILY FOUNDATION	Private foundation	$1,852,000	3	1	2022–2024	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC
NATIONAL PHILANTHROPIC TR	DAF sponsor	$1,543,754	16	4	2014–2024	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; FRIENDS OF AHAVAT SHALOM INC; IN-N-OUT BURGERS FOUNDATION; REI COOPERATIVE ACTION FUND
THE AYCO CHARITABLE FOUNDATION	DAF sponsor	$1,379,400	6	1	2020–2025	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC	DAF sponsor	$1,371,300	10	2	2017–2024	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC; FRIENDS OF AHAVAT SHALOM INC
SCHROTH FAMILY FOUNDATION INC	Private foundation	$1,250,000	2	1	2023–2024	NICKLAUS CHILDRENS HEALTH CARE FOUNDATION INC

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 990PF · $73,867,741 spent · pay $11,538,789 · grants $53,591,370 · events $944,682

Line	Total	Share
Contributions, gifts, grants paid	$53,591,370	72.6%
Other salaries and wages	$6,398,022	8.7%
Fees: other professional	$3,386,193	4.6%
Pay: officers, directors, trustees	$2,689,067	3.6%
Pension plans and employee benefits	$2,451,700	3.3%
Occupancy	$1,394,588	1.9%
Taxes	$1,040,674	1.4%
Travel, conferences and meetings	$944,682	1.3%
Other expenses	$943,491	1.3%
Depreciation and depletion	$642,070	0.9%
Fees: accounting	$220,866	0.3%
Fees: legal	$122,149	0.2%
Printing and publications	$42,869	0.1%
Total	$73,867,741	100%

View the filing

2023 · Form 990PF · $80,915,254 spent · pay $10,758,008 · grants $59,641,358 · events $934,556

Line	Total	Share
Contributions, gifts, grants paid	$59,641,358	73.7%
Other salaries and wages	$5,422,450	6.7%
Fees: other professional	$3,416,517	4.2%
Pay: officers, directors, trustees	$3,038,699	3.8%
Taxes	$2,563,456	3.2%
Pension plans and employee benefits	$2,296,859	2.8%
Occupancy	$1,432,453	1.8%
Other expenses	$1,063,842	1.3%
Travel, conferences and meetings	$934,556	1.2%
Depreciation and depletion	$667,408	0.8%
Fees: accounting	$223,868	0.3%
Fees: legal	$174,529	0.2%
Printing and publications	$39,259	0.0%
Total	$80,915,254	100%

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2022 · Form 990PF · $73,097,281 spent · pay $9,658,169 · grants $56,167,227 · events $528,475

Line	Total	Share
Contributions, gifts, grants paid	$56,167,227	76.8%
Other salaries and wages	$4,753,463	6.5%
Fees: other professional	$3,551,583	4.9%
Pay: officers, directors, trustees	$2,764,204	3.8%
Pension plans and employee benefits	$2,140,502	2.9%
Occupancy	$1,334,263	1.8%
Other expenses	$797,721	1.1%
Depreciation and depletion	$654,190	0.9%
Travel, conferences and meetings	$528,475	0.7%
Fees: accounting	$205,253	0.3%
Fees: legal	$147,002	0.2%
Printing and publications	$53,398	0.1%
Total	$73,097,281	100%

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2021 · Form 990PF · $69,558,768 spent · pay $9,539,799 · grants $50,883,215 · events $180,004

Line	Total	Share
Contributions, gifts, grants paid	$50,883,215	73.2%
Other salaries and wages	$4,440,448	6.4%
Fees: other professional	$3,261,692	4.7%
Taxes	$2,926,427	4.2%
Pay: officers, directors, trustees	$2,789,957	4.0%
Pension plans and employee benefits	$2,309,394	3.3%
Occupancy	$1,062,416	1.5%
Other expenses	$709,123	1.0%
Depreciation and depletion	$656,752	0.9%
Fees: accounting	$193,489	0.3%
Travel, conferences and meetings	$180,004	0.3%
Fees: legal	$114,731	0.2%
Printing and publications	$31,120	0.0%
Total	$69,558,768	100%

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2020 · Form 990PF · $66,295,267 spent · pay $8,375,622 · grants $49,573,531 · events $205,788

Line	Total	Share
Contributions, gifts, grants paid	$49,573,531	74.8%
Other salaries and wages	$3,989,721	6.0%
Fees: other professional	$2,985,490	4.5%
Pay: officers, directors, trustees	$2,490,051	3.8%
Pension plans and employee benefits	$1,895,850	2.9%
Taxes	$1,884,325	2.8%
Other expenses	$1,224,768	1.8%
Occupancy	$1,092,857	1.6%
Depreciation and depletion	$675,599	1.0%
Travel, conferences and meetings	$205,788	0.3%
Fees: accounting	$149,827	0.2%
Fees: legal	$114,176	0.2%
Printing and publications	$13,284	0.0%
Total	$66,295,267	100%

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2019 · Form 990PF · $51,740,970 spent · pay $8,373,834 · grants $34,281,344 · events $621,501

Line	Total	Share
Contributions, gifts, grants paid	$34,281,344	66.3%
Other salaries and wages	$3,796,832	7.3%
Fees: other professional	$2,912,617	5.6%
Pay: officers, directors, trustees	$2,705,438	5.2%
Taxes	$2,411,300	4.7%
Pension plans and employee benefits	$1,871,564	3.6%
Occupancy	$1,065,276	2.1%
Other expenses	$1,006,151	1.9%
Depreciation and depletion	$710,499	1.4%
Travel, conferences and meetings	$621,501	1.2%
Fees: accounting	$224,987	0.4%
Fees: legal	$117,948	0.2%
Printing and publications	$15,513	0.0%
Total	$51,740,970	100%

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2018 · Form 990PF · $48,625,409 spent · pay $8,105,186 · grants $33,521,876 · events $659,764

Line	Total	Share
Contributions, gifts, grants paid	$33,521,876	68.9%
Other salaries and wages	$4,031,824	8.3%
Fees: other professional	$3,565,705	7.3%
Pay: officers, directors, trustees	$2,067,206	4.3%
Pension plans and employee benefits	$2,006,156	4.1%
Occupancy	$1,443,690	3.0%
Travel, conferences and meetings	$659,764	1.4%
Depreciation and depletion	$623,062	1.3%
Other expenses	$394,778	0.8%
Fees: accounting	$150,162	0.3%
Fees: legal	$139,716	0.3%
Printing and publications	$21,470	0.0%
Total	$48,625,409	100%

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2017 · Form 990PF · $53,195,456 spent · pay $7,501,314 · grants $36,929,105 · events $605,195

Line	Total	Share
Contributions, gifts, grants paid	$36,929,105	69.4%
Other salaries and wages	$3,773,746	7.1%
Taxes	$3,134,400	5.9%
Fees: other professional	$2,717,842	5.1%
Pension plans and employee benefits	$1,882,717	3.5%
Pay: officers, directors, trustees	$1,844,851	3.5%
Occupancy	$1,214,379	2.3%
Travel, conferences and meetings	$605,195	1.1%
Other expenses	$472,980	0.9%
Depreciation and depletion	$207,288	0.4%
Fees: legal	$204,842	0.4%
Fees: accounting	$187,476	0.4%
Printing and publications	$20,635	0.0%
Total	$53,195,456	100%

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2016 · Form 990PF · $42,250,371 spent · pay $6,986,323 · grants $29,085,578 · events $623,375

Line	Total	Share
Contributions, gifts, grants paid	$29,085,578	68.8%
Other salaries and wages	$3,494,127	8.3%
Fees: other professional	$2,923,283	6.9%
Pension plans and employee benefits	$1,765,482	4.2%
Pay: officers, directors, trustees	$1,726,714	4.1%
Occupancy	$1,203,507	2.8%
Travel, conferences and meetings	$623,375	1.5%
Taxes	$552,200	1.3%
Other expenses	$377,627	0.9%
Fees: legal	$210,671	0.5%
Fees: accounting	$169,003	0.4%
Depreciation and depletion	$106,281	0.3%
Printing and publications	$12,523	0.0%
Total	$42,250,371	100%

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2015 · Form 990PF · $51,030,119 spent · pay $6,290,922 · grants $38,091,514 · events $552,162

Line	Total	Share
Contributions, gifts, grants paid	$38,091,514	74.6%
Fees: other professional	$3,113,830	6.1%
Other salaries and wages	$3,051,109	6.0%
Pay: officers, directors, trustees	$1,644,859	3.2%
Pension plans and employee benefits	$1,594,954	3.1%
Occupancy	$1,034,610	2.0%
Taxes	$992,100	1.9%
Other expenses	$579,651	1.1%
Travel, conferences and meetings	$552,162	1.1%
Fees: legal	$187,156	0.4%
Depreciation and depletion	$134,593	0.3%
Fees: accounting	$35,701	0.1%
Printing and publications	$17,880	0.0%
Total	$51,030,119	100%

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