THE CALIFORNIA ENDOWMENT

Cite this

Plain text THE CALIFORNIA ENDOWMENT. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/the-california-endowment-954523232. Retrieved 2026-10-28.

APA furp.org. (n.d.). THE CALIFORNIA ENDOWMENT [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 28, 2026, from https://furp.org/org/the-california-endowment-954523232

MLA “THE CALIFORNIA ENDOWMENT.” furp.org, tax years 2009–2024, https://furp.org/org/the-california-endowment-954523232. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $145.2M · expenses $182.6M · assets $4.46B

EIN: 95-4523232
Address: 1000 N ALAMEDA ST, LOS ANGELES, CA 90012-1804
Website: WWW.CALENDOW.ORG
NTEE code: T22E
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: March 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 (private foundation) Pub 78 ↗
Foundation status: Private non-operating foundation
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

90 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
Robert K Ross	DEPARTING PRESIDENT/CEO	2009-2024	$811,788	$12,885,844	1
Dan Deleon	VICE PRESIDENT & CFO	2009-2024	$416,757	$6,612,930	1
Anthony Iton	SVP, PROGRAMS & PART	2009-2024	$559,617	$6,562,620	2
Martha Jimenez	EXECUTIVE VICE PRESIDENT	2014-2024	$463,661	$5,274,966	1
Michael Wee	DEPARTING INTERIM CHIEF INVESTMENT OFF	2022-2024	$960,816	$2,226,489	1
Kate Kendell	CHIEF OF STAFF	2012-2024	$397,905	$2,085,720	1
Sarah Reyes	CHIEF COMMUNICATIONS	2023-2024	$286,333	$646,345	1
Danny Guo	INVESTMENT MANAGER	2024	$435,397	$435,397	1
Minerva Carcano	DIRECTOR	2015-2024	$5,000	$370,038	1
Brenda Solorzano	INCOMING PRESIDENT/CEO	2024	$324,192	$324,192	3
Marta Mckenzie	DIRECTOR	2015-2024	$5,000	$320,186	1
Michelle Cheng	INVESTMENT OPERATION	2024	$318,366	$318,366	1
Leslie Kautz	DIRECTOR/CHAIR	2016-2024	$33,500	$313,500	1
Karthick Ramakrishnan	DIRECTOR	2016-2024	$26,250	$301,107	1
Zach Au	INVESTMENT ASSOCIATE	2024	$291,137	$291,137	1
Kelli Washington	INCOMING CHIEF INVESTMENT OFFICER	2024	$255,246	$255,246	1
Kurt Chilcott	CHAIR	2019-2024	$44,750	$248,445	1
Britta Guerrero	DIRECTOR	2019-2024	$26,250	$206,644	2
Vien Truong	DIRECTOR	2019-2024	$26,250	$199,945	1
Katherine Flores	VICE CHAIR	2020-2024	$35,750	$188,002	1
Michele Siqueiros	DIRECTOR/CHAIR	2020-2024	$31,250	$179,250	6
Kiah Williams	DIRECTOR	2020-2024	$26,250	$166,319	1
Maria Blanco	DIRECTOR/CHAIR	2021-2024	$33,500	$143,796	4
Kris Hayashi	DIRECTOR/CHAIR	2021-2024	$33,500	$143,793	1
Torie Weiston-Serdan	DIRECTOR	2021-2024	$33,500	$143,777	1
Kai Hong	DIRECTOR	2021-2024	$26,250	$110,750	1
Vernita Todd	DIRECTOR	2022-2024	$28,500	$103,472	1
Stacie Olivares	DIRECTOR	2022-2024	$26,250	$94,250	1
Kameiko Hostler	DIRECTOR	2024	$26,250	$26,250	1
Ashley Monterrosa	DIRECTOR	2024	$26,250	$26,250	1
Donnell Ewert	DIRECTOR	2024	$26,250	$26,250	1
Edgar Ibarra	DIRECTOR	2024	$26,250	$26,250	1
Ruth Wernig (former)	CHIEF INVESTMENT OFFICER	2011-2021	$861,932	$12,276,639	1
David Greenberg (former)	DEPARTING CHIEF INVESTMENT OFFICER	2011-2023	$499,067	$9,507,848	1
Dana Rosenberg (former)	DPTY CHIEF INV. OFF.	2009-2021	$331,255	$7,009,725	1
Daniel Zingale (former)	SVP, HEALTHY CA	2009-2018	$449,724	$3,807,022	1
Celia Lombard (former)	DEPARTING CORPORATE SECRETARY	2009-2022	$9,186	$2,429,365	1
Kathlyn Mead (former)	EXECUTIVE VP & COO	2009-2013	$861,820	$2,351,034	1
Marion Standish (former)	SVP, HEALTHY COMMTY.	2009-2020	$428,046	$2,346,455	1
Brytain Ashford (former)	VP, HUMAN RESOURCES	2009-2014	$675,904	$1,945,565	1
Ribka Fox (former)	CHIEF HR OFF.	2021-2023	$781,442	$1,602,627	1
Hanh Yu (former)	CHIEF LEARNING OFFIC	2021-2023	$380,734	$707,456	1
Beatriz Solis (former)	DIR, HEALTHY COMM S	2011-2013	$308,623	$561,765	2
Jesse Casso Jr (former)	DIRECTOR	2009-2012	$26,000	$515,693	2
Anne-Marie Jones (former)	DIR, CTR HEALTH COMM	2013	$436,726	$436,726	1
James Keddy (former)	CHIEF LEARNING OFFCR	2009-2014	$300,769	$427,508	1
Amy Chung (former)	MANAGING DIRECTOR, I	2023	$397,737	$397,737	1
Greg Hall (former)	DIR,PROG. QUAL.&EFF.	2016	$378,204	$378,204	1
Charles Williams (former)	DIR, INFO TECH	2012	$365,488	$365,488	1
Jenina Garrett (former)	DIR, FINANCE AND TAX	2017	$354,071	$354,071	1
Robert Ranieri (former)	DIR. HUMAN RESOURCES	2019	$348,954	$348,954	1
Shawn Ginwright (former)	DIRECTOR/CHAIR/COMM CHAIR	2013-2021	$34,299	$342,297	1
Gina Durham (former)	DEPUTY GENERAL COUNS	2020	$332,062	$332,062	1
Mona Jhawar (former)	LEARNING & EVAL SM	2022	$321,234	$321,234	1
Sheng-Sheng Foo (former)	MANAGER, PUBLIC MKTS	2012	$318,081	$318,081	1
Stephen Bennett (former)	DIRECTOR/COMMITTEE CHAIR	2013-2021	$37,499	$299,403	1
Winston Wong (former)	DIRECTOR	2013-2021	$37,299	$296,355	2
Christina Kazhe (former)	DIRECTOR/COMMITTEE CHAIR	2012-2020	$36,000	$293,927	1
Jane Garcia (former)	DIRECTOR	2011-2019	$0	$291,398	1
Walter L Buster (former)	DIRECTOR	2011-2020	$8,250	$290,493	1
Ignatius Bau (former)	DIR. HEALTH SYSTEMS	2009	$283,941	$283,941	1
Steven Pontell (former)	DIRECTOR	2011-2020	$8,250	$279,829	1
Hector Flores (former)	DIRECTOR	2013-2021	$33,000	$275,271	2
Zachary Guevara (former)	DIRECTOR	2014-2020	$33,000	$275,235	3
Adrienne Y Crowe (former)	DIRECTOR	2011-2019	$0	$245,541	1
Shan Cretin (former)	DIRECTOR	2011-2019	$0	$243,541	1
Martin Zogg (former)	DIR. COMPLIANCE	2009	$241,078	$241,078	1
Dean Germano (former)	DIRECTOR, CHAIRMAN	2009-2013	$40,000	$142,726	1
Susan Berresford (former)	DIRECTOR (THROUGH 10/3/2014)	2009-2014	$14,000	$133,500	1
Tessie Guillermo (former)	DIRECTOR	2009-2013	$3,000	$116,618	1
Maurice Lim Miller (former)	DIRECTOR (THROUGH 5/21/2014)	2009-2014	$4,000	$113,118	2
Daniel Walker (former)	DIRECTOR	2021-2023	$40,000	$107,304	1
Daniel Boggan (former)	DIRECTOR	2009-2013	$3,048	$107,258	1
Hugo Morales (former)	DIRECTOR	2009-2013	$3,500	$90,118	1
James Kyle Ii (former)	DIRECTOR, VICE CHAIR	2009-2013	$3,000	$88,619	1
Rene Goupillaud (former)	CIO	2009	$88,060	$88,060	1
Russell Gould (former)	DIRECTOR (THROUGH 5/2015)	2012-2015	$0	$80,877	1
Arthur Chen (former)	DIRECTOR	2009-2012	$3,000	$68,785	1
Fernando Torres-Gil (former)	DIRECTOR	2009-2012	$2,500	$57,000	2
Jahmal Miller (former)	DIRECTOR	2022-2023	$22,500	$55,500	1
Zachary Guevarra (former)	DIRECTOR	2012-2013	$26,000	$53,377	1
C Dean Germano (former)	DIRECTOR (THROUGH 5/2015)	2014-2015	$500	$41,568	1
Winnie Willis (former)	DIRECTOR	2009-2011	$2,500	$41,000	1
Stephen Deberry (former)	DIRECTOR	2009-2011	$6,750	$35,750	1
Rita Scardaci (former)	DIRECTOR	2009-2011	$3,000	$33,821	1
Maria Tripp (former)	DIRECTOR	2009-2011	$2,500	$33,821	1
Kate Kendall (former)	DIRECTOR	2019	$33,000	$33,000	1
Cynthia Telles (former)	DIRECTOR	2009	$28,500	$28,500	10
E Lewis Reid (former)	DIRECTOR	2009	$6,735	$6,735	1
Beverly Hamilton (former)	DIRECTOR	2009	$3,000	$3,000	1

Officers and directors, no compensation reported

2 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
Jesse Casso (former)	DIRECTOR (THROUGH 5/2013)	2013	3	$0 reported	2
John Bryson (former)	DIRECTOR	2009-2011	3	$0 reported	1

People by year

2024 · 32 people listed · 32 paid, $6.1M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MICHAEL WEE	DEPARTING INTERIM CHIEF INVESTMENT OFF	40	$911,720	-	$49,096	$960,816	1
ROBERT K ROSS	DEPARTING PRESIDENT/CEO	40	$766,990	-	$44,798	$811,788	1
ANTHONY ITON	SVP, PROGRAMS & PART	40	$524,955	-	$34,662	$559,617	2
MARTHA JIMENEZ	EXECUTIVE VICE PRESIDENT	40	$388,679	-	$74,982	$463,661	1
DANNY GUO	INVESTMENT MANAGER	40	$376,510	-	$58,887	$435,397	1
DAN DELEON	VICE PRESIDENT & CFO	40	$331,164	-	$85,593	$416,757	1
KATE KENDELL	CHIEF OF STAFF	40	$318,645	-	$79,260	$397,905	1
BRENDA SOLORZANO	INCOMING PRESIDENT/CEO	40	$289,087	-	$35,105	$324,192	3
MICHELLE CHENG	INVESTMENT OPERATION	40	$243,572	-	$74,794	$318,366	1
ZACH AU	INVESTMENT ASSOCIATE	40	$245,831	-	$45,306	$291,137	1
SARAH REYES	CHIEF COMMUNICATIONS	40	$227,718	-	$58,615	$286,333	1
KELLI WASHINGTON	INCOMING CHIEF INVESTMENT OFFICER	40	$233,798	-	$21,448	$255,246	1
KURT CHILCOTT	CHAIR	7	$44,750	-	$0	$44,750	1
KATHERINE FLORES	VICE CHAIR	5	$35,750	-	$0	$35,750	1
MARIA BLANCO	DIRECTOR/CHAIR	5	$33,500	-	$0	$33,500	4
KRIS HAYASHI	DIRECTOR/CHAIR	5	$33,500	-	$0	$33,500	1
LESLIE KAUTZ	DIRECTOR/CHAIR	5	$33,500	-	$0	$33,500	1
TORIE WEISTON-SERDAN	DIRECTOR	5	$33,500	-	$0	$33,500	1
MICHELE SIQUEIROS	DIRECTOR/CHAIR	5	$31,250	-	$0	$31,250	6
VERNITA TODD	DIRECTOR	4	$28,500	-	$0	$28,500	1
BRITTA GUERRERO	DIRECTOR	4	$26,250	-	$0	$26,250	2
KAI HONG	DIRECTOR	4	$26,250	-	$0	$26,250	1
KAMEIKO HOSTLER	DIRECTOR	4	$26,250	-	$0	$26,250	1
STACIE OLIVARES	DIRECTOR	4	$26,250	-	$0	$26,250	1
KARTHICK RAMAKRISHNAN	DIRECTOR	4	$26,250	-	$0	$26,250	1
VIEN TRUONG	DIRECTOR	4	$26,250	-	$0	$26,250	1
ASHLEY MONTERROSA	DIRECTOR	4	$26,250	-	$0	$26,250	1
KIAH WILLIAMS	DIRECTOR	4	$26,250	-	$0	$26,250	1
DONNELL EWERT	DIRECTOR	4	$26,250	-	$0	$26,250	1
EDGAR IBARRA	DIRECTOR	4	$26,250	-	$0	$26,250	1
MINERVA CARCANO	DIRECTOR	4	$5,000	-	$0	$5,000	1
MARTA MCKENZIE	DIRECTOR	4	$5,000	-	$0	$5,000	1

2023 · 29 people listed · 29 paid, $7.0M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT K ROSS	PRESIDENT/CEO	40	$1,025,170	-	$103,401	$1,128,571	1
RIBKA FOX	CHIEF HR OFF.	40	$704,071	-	$77,371	$781,442	1
MARTHA JIMENEZ	EXECUTIVE VICE PRESIDENT	40	$543,642	-	$78,317	$621,959	1
DAN DELEON	VICE PRESIDENT & CFO	40	$466,690	-	$91,488	$558,178	1
KATE KENDELL	CHIEF OF STAFF	40	$447,860	-	$94,454	$542,314	1
MICHAEL WEE	INTERIM CHIEF INVESTMENT OFFICER	40	$472,785	-	$49,063	$521,848	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$433,338	-	$69,770	$503,108	2
DAVID GREENBERG	DEPARTING CHIEF INVESTMENT OFFICER	40	$468,143	-	$30,924	$499,067	1
AMY CHUNG	MANAGING DIRECTOR, I	40	$317,565	-	$80,172	$397,737	1
HANH YU	CHIEF LEARNING OFFIC	40	$352,855	-	$27,879	$380,734	1
SARAH REYES	CHIEF COMMUNICATIONS	40	$301,045	-	$58,967	$360,012	1
KURT CHILCOTT	CHAIR	7	$58,000	-	$0	$58,000	1
KATHERINE FLORES	VICE CHAIR	6	$46,000	-	$0	$46,000	1
MARIA BLANCO	DIRECTOR/CHAIR	5	$43,000	-	$0	$43,000	4
KRIS HAYASHI	DIRECTOR/CHAIR	5	$43,000	-	$0	$43,000	1
LESLIE KAUTZ	DIRECTOR/CHAIR	5	$43,000	-	$0	$43,000	1
MICHELE SIQUEIROS	DIRECTOR	5	$43,000	-	$0	$43,000	6
TORIE WEISTON-SERDAN	DIRECTOR	5	$43,000	-	$0	$43,000	1
MINERVA CARCANO	DIRECTOR	5	$40,750	-	$0	$40,750	1
BRITTA GUERRERO	DIRECTOR	5	$40,000	-	$0	$40,000	2
MARTA MCKENZIE	DIRECTOR/COMMITTEE CHAIR	5	$40,000	-	$0	$40,000	1
KARTHICK RAMAKRISHNAN	DIRECTOR	5	$40,000	-	$0	$40,000	1
VERNITA TODD	DIRECTOR	5	$40,000	-	$0	$40,000	1
VIEN TRUONG	DIRECTOR	5	$40,000	-	$0	$40,000	1
DANIEL WALKER	DIRECTOR	5	$40,000	-	$0	$40,000	1
KIAH WILLIAMS	DIRECTOR	5	$40,000	-	$0	$40,000	1
KAI HONG	DIRECTOR	5	$35,000	-	$0	$35,000	1
STACIE OLIVARES	DIRECTOR	5	$35,000	-	$0	$35,000	1
JAHMAL MILLER	DIRECTOR	5	$22,500	-	$0	$22,500	1

2022 · 28 people listed · 28 paid, $6.6M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DAVID GREENBERG	CHIEF INVESTMENT OFFICER	40	$1,322,453	-	$75,997	$1,398,450	1
ROBERT K ROSS	PRESIDENT/CEO	40	$859,754	-	$94,008	$953,762	1
MICHAEL WEE	MGING DIRECTOR, INVE	40	$721,792	-	$22,033	$743,825	1
MARTHA JIMENEZ	INCOMING CORPORATE SECRETARY	40	$485,552	-	$75,045	$560,597	1
KATE KENDELL	CHIEF OF STAFF	40	$445,980	-	$87,097	$533,077	1
DAN DELEON	VICE PRESIDENT & CFO	40	$447,271	-	$85,067	$532,338	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$423,321	-	$66,179	$489,500	2
RIBKA FOX	CHIEF HR OFF.	40	$354,027	-	$75,202	$429,229	1
MONA JHAWAR	LEARNING & EVAL SM	40	$292,056	-	$29,178	$321,234	1
MINERVA CARCANO	DIRECTOR/CHAIR	8	$53,000	-	$0	$53,000	1
KURT CHILCOTT	DIRECTOR/VICE-CHAIR	6	$39,000	-	$0	$39,000	1
MARTA MCKENZIE	DIRECTOR/COMMITTEE CHAIR	6	$36,000	-	$1,625	$37,625	1
KATHERINE FLORES	DIRECTOR/CHAIR	6	$36,000	-	$0	$36,000	1
BRITTA GUERRERO	DIRECTOR	6	$36,000	-	$0	$36,000	2
LESLIE KAUTZ	DIRECTOR	5	$36,000	-	$0	$36,000	1
MICHELE SIQUEIROS	DIRECTOR	6	$36,000	-	$0	$36,000	6
VERNITA TODD	DIRECTOR	5	$33,000	-	$1,972	$34,972	1
MARIA BLANCO	DIRECTOR	5	$33,000	-	$0	$33,000	4
KRIS HAYASHI	DIRECTOR	5	$33,000	-	$0	$33,000	1
KAI HONG	DIRECTOR	5	$33,000	-	$0	$33,000	1
JAHMAL MILLER	DIRECTOR	5	$33,000	-	$0	$33,000	1
STACIE OLIVARES	DIRECTOR	5	$33,000	-	$0	$33,000	1
KARTHICK RAMAKRISHNAN	DIRECTOR/COMMITTEE CHAIR	5	$33,000	-	$0	$33,000	1
VIEN TRUONG	DIRECTOR	5	$33,000	-	$0	$33,000	1
DANIEL WALKER	DIRECTOR	5	$33,000	-	$0	$33,000	1
TORIE WEISTON-SERDAN	DIRECTOR	5	$33,000	-	$0	$33,000	1
KIAH WILLIAMS	DIRECTOR	5	$33,000	-	$0	$33,000	1
CELIA LOMBARD	DEPARTING CORPORATE SECRETARY	40	$9,053	-	$133	$9,186	1

2021 · 30 people listed · 30 paid, $6.6M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DAVID GREENBERG	CHIEF INVESTMENT OFFICER	40	$916,136	-	$53,255	$969,391	1
ROBERT K ROSS	PRESIDENT/CEO	40	$826,855	-	$94,098	$920,953	1
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$811,661	-	$50,271	$861,932	1
MARTHA JIMENEZ	EXEC. VP/LEGAL COUNSEL	40	$457,347	-	$84,480	$541,827	1
DAN DELEON	VICE PRESIDENT & CFO	40	$420,448	-	$86,235	$506,683	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$393,116	-	$69,563	$462,679	2
RIBKA FOX	CHIEF HR OFF.	40	$327,611	-	$64,345	$391,956	1
KATE KENDELL	CHIEF OF STAFF	40	$312,300	-	$47,070	$359,370	1
DANA ROSENBERG	DPTY CHIEF INV. OFF.	40	$277,969	-	$53,286	$331,255	1
HANH YU	CHIEF LEARNING OFF.	40	$264,672	-	$62,050	$326,722	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$180,553	-	$79,112	$259,665	1
MINERVA CARCANO	DIRECTOR/CHAIR	6	$53,000	-	$0	$53,000	1
KURT CHILCOTT	DIRECTOR/VICE-CHAIR	4	$39,000	-	$0	$39,000	1
STEPHEN BENNETT	DIRECTOR/COMMITTEE CHAIR	4	$36,000	-	$1,499	$37,499	1
WINSTON WONG	DIRECTOR	4	$36,000	-	$1,299	$37,299	2
KATHERINE FLORES	DIRECTOR/CHAIR	4	$36,000	-	$0	$36,000	1
BRITTA GUERRERO	DIRECTOR	4	$36,000	-	$0	$36,000	2
MICHELE SIQUEIROS	DIRECTOR	4	$36,000	-	$0	$36,000	6
KARTHICK RAMAKRISHNAN	DIRECTOR/COMMITTEE CHAIR	3	$33,000	-	$1,613	$34,613	1
DANIEL WALKER	DIRECTOR	3	$33,000	-	$1,304	$34,304	1
SHAWN GINWRIGHT	DIRECTOR/CHAIR/COMM CHAIR	3	$33,000	-	$1,299	$34,299	1
MARIA BLANCO	DIRECTOR	3	$33,000	-	$1,296	$34,296	4
KRIS HAYASHI	DIRECTOR	3	$33,000	-	$1,293	$34,293	1
TORIE WEISTON-SERDAN	DIRECTOR	3	$33,000	-	$1,277	$34,277	1
HECTOR FLORES	DIRECTOR	3	$33,000	-	$0	$33,000	2
LESLIE KAUTZ	DIRECTOR	3	$33,000	-	$0	$33,000	1
MARTA MCKENZIE	DIRECTOR/COMMITTEE CHAIR	3	$33,000	-	$0	$33,000	1
VIEN TRUONG	DIRECTOR	3	$33,000	-	$0	$33,000	1
KIAH WILLIAMS	DIRECTOR	3	$33,000	-	$0	$33,000	1
KAI HONG	DIRECTOR	1	$16,500	-	$0	$16,500	1

2020 · 29 people listed · 29 paid, $6.5M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$1,020,291	-	$76,552	$1,096,843	1
ROBERT K ROSS	PRESIDENT/CEO	40	$818,869	-	$92,788	$911,657	1
DAVID GREENBERG	DPTY CHIEF INV. OFF.	40	$656,924	-	$44,341	$701,265	1
DANA ROSENBERG	DPTY CHIEF INV. OFF.	40	$613,685	-	$74,268	$687,953	1
MARTHA JIMENEZ	EXEC. VP/LEGAL COUNSEL	40	$457,265	-	$82,611	$539,876	1
DAN DELEON	VICE PRESIDENT & CFO	40	$420,922	-	$85,134	$506,056	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$395,776	-	$67,267	$463,043	2
MARION STANDISH	SVP, HEALTHY COMMTY.	40	$363,499	-	$64,547	$428,046	1
GINA DURHAM	DEPUTY GENERAL COUNS	40	$298,912	-	$33,150	$332,062	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$165,753	-	$80,227	$245,980	1
SHAWN GINWRIGHT	DIRECTOR/CHAIR/COMM CHAIR	6	$53,000	-	$0	$53,000	1
MINERVA CARCANO	DIRECTOR/VICE-CHAIR/COMM VC	4	$39,000	-	$0	$39,000	1
STEPHEN BENNETT	DIRECTOR, COMMITTEE CHAIR	4	$36,000	-	$0	$36,000	1
CHRISTINA KAZHE	DIRECTOR/COMMITTEE CHAIR	4	$36,000	-	$0	$36,000	1
MARTA MCKENZIE	DIRECTOR/COMMITTEE CHAIR	4	$36,000	-	$0	$36,000	1
KARTHICK RAMAKRISHNAN	DIRECTOR/COMMITTEE CHAIR	4	$36,000	-	$0	$36,000	1
WINSTON WONG	DIRECTOR	4	$36,000	-	$0	$36,000	2
KATHERINE FLORES	DIRECTOR	3	$33,000	-	$1,252	$34,252	1
KIAH WILLIAMS	DIRECTOR	3	$33,000	-	$1,069	$34,069	1
KURT CHILCOTT	DIRECTOR	3	$33,000	-	$0	$33,000	1
HECTOR FLORES	DIRECTOR	3	$33,000	-	$0	$33,000	2
BRITTA GUERRERO	DIRECTOR	3	$33,000	-	$0	$33,000	2
ZACHARY GUEVARA	DIRECTOR	3	$33,000	-	$0	$33,000	3
LESLIE KAUTZ	DIRECTOR	3	$33,000	-	$0	$33,000	1
KATE KENDELL	DIRECTOR	3	$33,000	-	$0	$33,000	1
MICHELE SIQUEIROS	DIRECTOR	3	$33,000	-	$0	$33,000	6
VIEN TRUONG	DIRECTOR	3	$33,000	-	$0	$33,000	1
WALTER L BUSTER	DIRECTOR	0	$8,250	-	$0	$8,250	1
STEVEN PONTELL	DIRECTOR	0	$8,250	-	$0	$8,250	1

2019 · 29 people listed · 26 paid, $6.2M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$923,689	-	$71,785	$995,474	1
ROBERT K ROSS	PRESIDENT & CEO	40	$831,277	-	$100,150	$931,427	1
DAVID GREENBERG	DPTY CHIEF INV. OFF.	40	$589,616	-	$42,027	$631,643	1
DANA ROSENBERG	DPTY CHIEF INV. OFF.	40	$537,474	-	$77,462	$614,936	1
MARTHA JIMENEZ	EXECUTIVE VP & LEGAL COUNSEL	40	$462,505	-	$79,344	$541,849	1
DAN DELEON	VICE PRESIDENT & CFO	40	$415,212	-	$82,011	$497,223	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$392,814	-	$64,738	$457,552	2
MARION STANDISH	SVP ENTERPRISE PROG.	40	$319,674	-	$62,131	$381,805	1
ROBERT RANIERI	DIR. HUMAN RESOURCES	40	$291,792	-	$57,162	$348,954	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$159,415	-	$54,327	$213,742	1
SHAWN GINWRIGHT	DIRECTOR/CHAIR/COMM CHAIR	6	$53,000	-	$2,394	$55,394	1
MINERVA CARCANO	DIRECTOR/VICE-CHAIR/COMM VC	4	$42,000	-	$2,020	$44,020	1
CHRISTINA KAZHE	DIRECTOR/COMMITTEE CHAIR	4	$36,000	-	$2,394	$38,394	1
KARTHICK RAMAKRISHNAN	DIRECTOR/COMMITTEE CHAIR	4	$36,000	-	$2,394	$38,394	1
MARTA MCKENZIE	DIRECTOR/COMMITTEE CHAIR	4	$36,000	-	$1,700	$37,700	1
STEPHEN BENNETT	DIRECTOR, COMMITTEE CHAIR	4	$36,000	-	$1,695	$37,695	1
BRITTA GUERRERO	DIRECTOR	3	$33,000	-	$2,394	$35,394	2
WALTER L BUSTER	DIRECTOR	3	$33,000	-	$2,253	$35,253	1
HECTOR FLORES	DIRECTOR	3	$33,000	-	$2,020	$35,020	2
STEVEN PONTELL	DIRECTOR	3	$33,000	-	$2,012	$35,012	1
KURT CHILCOTT	DIRECTOR	3	$33,000	-	$1,695	$34,695	1
ZACHARY GUEVARA	DIRECTOR	3	$33,000	-	$1,695	$34,695	3
VIEN TRUONG	DIRECTOR	3	$33,000	-	$1,695	$34,695	1
WINSTON WONG	DIRECTOR	3	$33,000	-	$1,695	$34,695	2
LESLIE KAUTZ	DIRECTOR	3	$33,000	-	$0	$33,000	1
KATE KENDALL	DIRECTOR	3	$33,000	-	$0	$33,000	1
SHAN CRETIN	DIRECTOR	3	$0	-	$0	$0	1
ADRIENNE Y CROWE	DIRECTOR	3	$0	-	$0	$0	1
JANE GARCIA	DIRECTOR	3	$0	-	$0	$0	1

2018 · 26 people listed · 26 paid, $6.4M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$1,072,471	-	$69,254	$1,141,725	1
ROBERT K ROSS	PRESIDENT & CEO	40	$814,895	-	$96,732	$911,627	1
DANA ROSENBERG	DPTY CHIEF INV. OFF.	40	$590,915	-	$77,490	$668,405	1
DAVID GREENBERG	DPTY CHIEF INV. OFF.	40	$605,232	-	$41,530	$646,762	1
MARTHA JIMENEZ	EXECUTIVE VP & LEGAL COUNSEL	40	$434,903	-	$77,010	$511,913	1
DAN DELEON	VICE PRESIDENT & CFO	40	$391,929	-	$79,248	$471,177	1
DANIEL ZINGALE	SVP, HEALTHY CA	40	$389,638	-	$60,086	$449,724	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$380,748	-	$63,522	$444,270	2
MARION STANDISH	SVP ENTERPRISE PROG.	40	$300,007	-	$60,775	$360,782	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$154,572	-	$56,610	$211,182	1
ZACHARY GUEVARA	DIRECTOR/CHAIR/COMM CHAIR	5	$53,000	-	$0	$53,000	3
SHAWN GINWRIGHT	DIRECTOR/VICE-CHAIR/COMM VC	4	$39,000	-	$0	$39,000	1
MINERVA CARCANO	DIRECTOR, COMMITTEE CHAIR	3	$36,000	-	$980	$36,980	1
MARTA MCKENZIE	DIRECTOR, COMMITTEE CHAIR	3	$36,000	-	$258	$36,258	1
CHRISTINA KAZHE	DIRECTOR, COMMITTEE CHAIR	3	$36,000	-	$238	$36,238	1
LESLIE KAUTZ	DIRECTOR, COMMITTEE CHAIR	3	$36,000	-	$0	$36,000	1
KARTHICK RAMAKRISHNAN	DIRECTOR, COMMITTEE CHAIR	3	$36,000	-	$0	$36,000	1
KATE KENDELL	DIRECTOR	3	$33,000	-	$714	$33,714	1
WALTER L BUSTER	DIRECTOR	3	$33,000	-	$129	$33,129	1
JANE GARCIA	DIRECTOR	3	$33,000	-	$50	$33,050	1
STEPHEN BENNETT	DIRECTOR	3	$33,000	-	$0	$33,000	1
SHAN CRETIN	DIRECTOR	3	$33,000	-	$0	$33,000	1
ADRIENNE Y CROWE	DIRECTOR	3	$33,000	-	$0	$33,000	1
HECTOR FLORES	DIRECTOR	3	$33,000	-	$0	$33,000	2
STEVEN PONTELL	DIRECTOR	3	$33,000	-	$0	$33,000	1
WINSTON WONG	DIRECTOR	3	$33,000	-	$0	$33,000	2

2017 · 26 people listed · 26 paid, $6.3M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$1,133,249	-	$67,037	$1,200,286	1
ROBERT K ROSS	PRESIDENT & CEO	40	$771,531	-	$95,273	$866,804	1
DANA ROSENBERG	DIR, PRVT. MKT. INV.	40	$597,023	-	$75,975	$672,998	1
DAVID GREENBERG	DIR, PUBL. MKT. INV.	40	$605,661	-	$40,960	$646,621	1
MARTHA JIMENEZ	EXECUTIVE VP & LEGAL COUNSEL	40	$394,838	-	$75,506	$470,344	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$402,709	-	$62,460	$465,169	2
DANIEL ZINGALE	SVP, HEALTHY CALIFN.	40	$386,338	-	$62,794	$449,132	1
DAN DELEON	VICE PRESIDENT & CFO	40	$357,397	-	$77,614	$435,011	1
JENINA GARRETT	DIR, FINANCE AND TAX	40	$303,139	-	$50,932	$354,071	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$159,428	-	$55,844	$215,272	1
ZACHARY GUEVARA	DIRECTOR/CHAIR/COMM CHAIR	6	$53,000	-	$0	$53,000	3
SHAWN GINWRIGHT	DIRECTOR/VICE-CHAIR/COMM CHAIR	4	$42,000	-	$0	$42,000	1
STEPHEN BENNETT	DIRECTOR, COMMITTEE CHAIR	4	$36,000	-	$209	$36,209	1
MINERVA CARCANO	DIRECTOR, COMMITTEE CHAIR	4	$36,000	-	$209	$36,209	1
WINSTON WONG	DIRECTOR, COMMITTEE CHAIR	4	$36,000	-	$209	$36,209	2
LESLIE KAUTZ	DIRECTOR, COMMITTEE CHAIR	4	$36,000	-	$0	$36,000	1
WALTER L BUSTER	DIRECTOR	3	$33,000	-	$209	$33,209	1
MARTA MCKENZIE	DIRECTOR	3	$33,000	-	$209	$33,209	1
STEVEN PONTELL	DIRECTOR	3	$33,000	-	$209	$33,209	1
KARTHICK RAMAKRISHNAN	DIRECTOR	3	$33,000	-	$209	$33,209	1
SHAN CRETIN	DIRECTOR	3	$33,000	-	$0	$33,000	1
ADRIENNE Y CROWE	DIRECTOR	3	$33,000	-	$0	$33,000	1
HECTOR FLORES	DIRECTOR	3	$33,000	-	$0	$33,000	2
JANE GARCIA	DIRECTOR	3	$33,000	-	$0	$33,000	1
CHRISTINA KAZHE	DIRECTOR	3	$33,000	-	$0	$33,000	1
KATE KENDELL	DIRECTOR	3	$33,000	-	$0	$33,000	1

2016 · 26 people listed · 26 paid, $6.7M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$1,344,008	-	$65,643	$1,409,651	1
ROBERT K ROSS	PRESIDENT & CEO	40	$750,465	-	$94,012	$844,477	1
DAVID GREENBERG	DIR, PUBL. MKT. INV.	40	$679,553	-	$66,118	$745,671	1
DANA ROSENBERG	DIR, PRVT. MKT. INV.	40	$664,163	-	$74,832	$738,995	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$410,153	-	$61,793	$471,946	2
DANIEL ZINGALE	SVP, HEALTHY CALIFN.	40	$383,417	-	$76,915	$460,332	1
MARTHA JIMENEZ	EXECUTIVE VP & LEGAL COUNSEL	40	$384,197	-	$74,532	$458,729	1
DAN DELEON	VICE PRESIDENT & CFO	40	$358,589	-	$76,360	$434,949	1
GREG HALL	DIR,PROG. QUAL.&EFF.	40	$336,946	-	$41,258	$378,204	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$149,342	-	$53,972	$203,314	1
JANE GARCIA	DIRECTOR/BRD CHAIR/COMM CHAIR	3	$48,000	-	$1,230	$49,230	1
ZACHARY GUEVARA	DIRECTOR/VICE CHAIR/COMM CHAIR	3	$36,000	-	$1,040	$37,040	3
WALTER L BUSTER	DIRECTOR, COMMITTEE CHAIR	3	$33,000	-	$1,251	$34,251	1
WINSTON WONG	DIRECTOR, COMMITTEE CHAIR	3	$33,000	-	$1,152	$34,152	2
SHAWN GINWRIGHT	DIRECTOR, COMMITTEE CHAIR	3	$33,000	-	$1,041	$34,041	1
STEPHEN BENNETT	DIRECTOR, COMMITTEE CHAIR	3	$33,000	-	$0	$33,000	1
STEVEN PONTELL	DIRECTOR	3	$30,000	-	$1,342	$31,342	1
MINERVA CARCANO	DIRECTOR	3	$30,000	-	$1,251	$31,251	1
HECTOR FLORES	DIRECTOR	3	$30,000	-	$1,251	$31,251	2
CHRISTINA KAZHE	DIRECTOR	3	$30,000	-	$1,152	$31,152	1
SHAN CRETIN	DIRECTOR	3	$30,000	-	$1,041	$31,041	1
ADRIENNE Y CROWE	DIRECTOR	3	$30,000	-	$1,041	$31,041	1
KATE KENDELL	DIRECTOR	3	$30,000	-	$951	$30,951	1
MARTA MCKENZIE	DIRECTOR	3	$30,000	-	$190	$30,190	1
LESLIE KAUTZ	DIRECTOR (AS OF 05/2016)	3	$30,000	-	$0	$30,000	1
KARTHICK RAMAKRISHNAN	DIRECTOR (AS OF 08/2016)	3	$22,500	-	$1,141	$23,641	1

2015 · 26 people listed · 25 paid, $6.5M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$1,375,993	-	$59,130	$1,435,123	1
ROBERT K ROSS	PRESIDENT & CEO	40	$731,530	-	$89,211	$820,741	1
DAVID GREENBERG	DIR, PUBL. MKT. INV.	40	$719,781	-	$70,038	$789,819	1
DANA ROSENBERG	DIR, PRVT. MKT. INV.	40	$702,170	-	$53,724	$755,894	1
ANTHONY ITON	SVP, HEALTHY COMMTY.	40	$398,026	-	$62,462	$460,488	2
DANIEL ZINGALE	SVP, HEALTHY CALIFN.	40	$376,069	-	$56,641	$432,710	1
MARTHA JIMENEZ	EXECUTIVE VP & LEGAL COUNSEL	40	$363,403	-	$55,918	$419,321	1
DAN DELEON	VICE PRESIDENT & CFO	40	$337,588	-	$66,654	$404,242	1
MARION STANDISH	VP, ENTERPRISE PROG.	40	$255,769	-	$63,250	$319,019	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$146,335	-	$43,996	$190,331	1
JANE GARCIA	DIR, BOARD CHAIR	3	$50,500	-	$0	$50,500	1
ZACHARY GUEVARA	DIRECTOR, VICE CHAIR	3	$37,000	-	$0	$37,000	3
KATE KENDELL	DIRECTOR	3	$35,500	-	$678	$36,178	1
SHAN CRETIN	DIRECTOR	3	$34,500	-	$0	$34,500	1
CHRISTINA KAZHE	DIRECTOR	3	$34,500	-	$0	$34,500	1
STEPHEN BENNETT	DIRECTOR	3	$34,000	-	$0	$34,000	1
WALTER L BUSTER	DIRECTOR	3	$32,500	-	$0	$32,500	1
SHAWN GINWRIGHT	DIRECTOR	3	$31,000	-	$228	$31,228	1
MARTA MCKENZIE	DIRECTOR (AS OF 05/2015)	3	$30,000	-	$1,204	$31,204	1
ADRIENNE Y CROWE	DIRECTOR	3	$31,000	-	$0	$31,000	1
WINSTON WONG	DIRECTOR	3	$31,000	-	$0	$31,000	2
MINERVA CARCANO	DIRECTOR (AS OF 5/2015)	3	$30,000	-	$828	$30,828	1
STEVEN PONTELL	DIRECTOR	3	$30,500	-	$150	$30,650	1
HECTOR FLORES	DIRECTOR	3	$30,500	-	$0	$30,500	2
C DEAN GERMANO	DIRECTOR (THROUGH 5/2015)	3	$500	-	$0	$500	1
RUSSELL GOULD	DIRECTOR (THROUGH 5/2015)	3	$0	-	$0	$0	1

2014 · 28 people listed · 28 paid, $6.8M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$1,278,432	-	$59,550	$1,337,982	1
ROBERT K ROSS	PRESIDENT & CEO	40	$675,871	-	$83,264	$759,135	1
DAVID GREENBERG	DIR, PUBL. MKT. INV.	40	$678,476	-	$69,667	$748,143	1
DANA ROSENBERG	DIR, PRVT. MKT. INV.	40	$666,276	-	$47,352	$713,628	1
BRYTAIN ASHFORD	VP, HUMAN RESOURCES	40	$634,265	-	$41,639	$675,904	1
DANIEL ZINGALE	SVP, HEALTHY CALIFORNIA	40	$351,390	-	$62,289	$413,679	1
ANTHONY ITON	SVP, HEALTHY COMMUNITIES	40	$349,518	-	$61,163	$410,681	2
DAN DELEON	VICE PRESIDENT & CFO	40	$335,525	-	$72,042	$407,567	1
MARION STANDISH	SR ADVSR, PRES OFFCE	40	$243,159	-	$60,880	$304,039	1
JAMES KEDDY	CHIEF LEARNING OFFCR	40	$246,244	-	$54,525	$300,769	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$141,488	-	$45,611	$187,099	1
MARTHA JIMENEZ	EXECUTIVE VP & LEGAL COUNSEL	40	$131,987	-	$12,903	$144,890	1
C DEAN GERMANO	DIRECTOR, CHAIRMAN	3	$41,000	-	$68	$41,068	1
WALTER L BUSTER	DIRECTOR	3	$33,000	-	$386	$33,386	1
JANE GARCIA	DIRECTOR, VICE CHAIR	3	$32,500	-	$0	$32,500	1
KATE KENDELL	DIRECTOR	3	$31,500	-	$197	$31,697	1
CHRISTINA KAZHE	DIRECTOR	3	$31,500	-	$0	$31,500	1
SHAN CRETIN	DIRECTOR	3	$31,000	-	$0	$31,000	1
ADRIENNE Y CROWE	DIRECTOR	3	$28,500	-	$0	$28,500	1
WINSTON WONG	DIRECTOR	3	$28,500	-	$0	$28,500	2
STEVEN PONTELL	DIRECTOR	3	$28,000	-	$286	$28,286	1
STEPHEN BENNETT	DIRECTOR	3	$27,500	-	$0	$27,500	1
SHAWN GINWRIGHT	DIRECTOR	3	$27,500	-	$0	$27,500	1
RUSSELL GOULD	DIRECTOR	3	$27,500	-	$0	$27,500	1
ZACHARY GUEVARA	DIRECTOR	3	$27,500	-	$0	$27,500	3
HECTOR FLORES	DIRECTOR	3	$22,500	-	$0	$22,500	2
SUSAN BERRESFORD	DIRECTOR (THROUGH 10/3/2014)	3	$14,000	-	$0	$14,000	1
MAURICE LIM MILLER	DIRECTOR (THROUGH 5/21/2014)	3	$4,000	-	$0	$4,000	2

2013 · 33 people listed · 32 paid, $7.2M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$1,145,120	-	$49,596	$1,194,716	1
KATHLYN MEAD	EXECUTIVE VP & COO	40	$828,857	-	$32,963	$861,820	1
ROBERT K ROSS	PRESIDENT & CEO	40	$721,935	-	$69,610	$791,545	1
DAVID GREENBERG	DIR, RETURN STRATEGY	40	$600,530	-	$69,139	$669,669	1
DANA ROSENBERG	DIR, ALT INVESTMENTS	40	$592,179	-	$46,238	$638,417	1
DANIEL ZINGALE	SVP, HEALTHY CALIFORNIA	40	$412,263	-	$59,429	$471,692	1
ANTHONY ITON	SVP, HEALTHY COMMUNITIES	40	$384,023	-	$54,606	$438,629	2
ANNE-MARIE JONES	DIR, CTR HEALTH COMM	40	$393,169	-	$43,557	$436,726	1
DAN DELEON	VICE PRESIDENT & CFO	40	$341,116	-	$72,157	$413,273	1
BRYTAIN ASHFORD	VP, HUMAN RESOURCES	40	$297,049	-	$45,815	$342,864	1
BEATRIZ SOLIS	DIR, HEALTHY COMM S	40	$265,985	-	$42,638	$308,623	2
CELIA LOMBARD	CORPORATE SECRETARY	40	$148,713	-	$46,987	$195,700	1
DEAN GERMANO	DIRECTOR, CHAIRMAN	3	$40,000	-	$0	$40,000	1
JANE GARCIA	DIRECTOR	3	$32,000	-	$0	$32,000	1
ADRIENNE CROWE	DIRECTOR	3	$29,000	-	$0	$29,000	1
MAURICE LIM MILLER	DIRECTOR	3	$29,000	-	$0	$29,000	2
SUSAN BERRESFORD	DIRECTOR	3	$28,500	-	$0	$28,500	1
WALTER BUSTER	DIRECTOR	3	$28,500	-	$0	$28,500	1
STEVEN PONTELL	DIRECTOR	3	$26,500	-	$601	$27,101	1
CHRISTINA KAZHE	DIRECTOR	3	$26,500	-	$266	$26,766	1
SHAN CRETIN	DIRECTOR	3	$26,500	-	$0	$26,500	1
RUSSELL GOULD	DIRECTOR	3	$26,500	-	$0	$26,500	1
ZACHARY GUEVARRA	DIRECTOR	3	$26,000	-	$0	$26,000	1
SHAWN GINWRIGHT	DIRECTOR (AS OF 5/2013)	3	$25,500	-	$335	$25,835	1
WINSTON WONG	DIRECTOR (AS OF 5/2013)	3	$25,500	-	$0	$25,500	2
KATE KENDELL	DIRECTOR	3	$25,000	-	$335	$25,335	1
STEPHEN BENNETT	DIRECTOR (AS OF 5/2013)	3	$24,500	-	$0	$24,500	1
HECTOR FLORES	DIRECTOR (AS OF 5/2013)	3	$24,000	-	$0	$24,000	2
HUGO MORALES	DIRECTOR	3	$3,500	-	$0	$3,500	1
DANIEL BOGGAN	DIRECTOR	3	$3,000	-	$48	$3,048	1
TESSIE GUILLERMO	DIRECTOR	3	$3,000	-	$0	$3,000	1
JAMES KYLE II	DIRECTOR, VICE CHAIR	3	$3,000	-	$0	$3,000	1
JESSE CASSO	DIRECTOR (THROUGH 5/2013)	3	$0	-	$0	$0	2

2012 · 31 people listed · 31 paid, $6.4M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$914,284	-	$47,591	$961,875	1
ROBERT K ROSS	PRESIDENT & CEO	40	$773,336	-	$67,247	$840,583	1
DAVID GREENBERG	DIR, RETURN STRATEGY	40	$525,275	-	$58,873	$584,148	1
KATHLYN MEAD	EXECUTIVE VP & COO	40	$481,071	-	$100,864	$581,935	1
DANA ROSENBERG	DIR, ALT INVESTMENTS	40	$458,977	-	$45,122	$504,099	1
DANIEL ZINGALE	SVP, HEALTHY CALIFORNIA	40	$371,923	-	$54,002	$425,925	1
ANTHONY ITON	SVP, HEALTHY COMMUNITIES	40	$355,199	-	$52,211	$407,410	2
DAN DELEON	VICE PRESIDENT & CFO	40	$311,531	-	$67,295	$378,826	1
CHARLES WILLIAMS	DIR, INFO TECH	40	$318,801	-	$46,687	$365,488	1
BRYTAIN ASHFORD	VP, HUMAN RESOURCES	40	$294,128	-	$43,659	$337,787	1
SHENG-SHENG FOO	MANAGER, PUBLIC MKTS	40	$283,118	-	$34,963	$318,081	1
CELIA LOMBARD	CORPORATE SECRETARY	40	$143,264	-	$42,539	$185,803	1
TESSIE GUILLERMO	DIRECTOR, CHAIRMAN	3	$40,000	-	$0	$40,000	1
DEAN GERMANO	DIRECTOR, VICE CHAIR	3	$33,500	-	$271	$33,771	1
SUSAN BERRESFORD	DIRECTOR	3	$32,000	-	$0	$32,000	1
ADRIENNE CROWE	DIRECTOR	3	$31,500	-	$0	$31,500	1
HUGO MORALES	DIRECTOR	3	$31,500	-	$0	$31,500	1
JANE GARCIA	DIRECTOR	3	$30,500	-	$0	$30,500	1
STEVEN PONTELL	DIRECTOR	3	$29,500	-	$611	$30,111	1
KATE KENDELL	DIRECTOR	3	$28,000	-	$1,179	$29,179	1
WALTER BUSTER	DIRECTOR	3	$29,000	-	$0	$29,000	1
ZACHARY GUEVARRA	DIRECTOR	3	$26,500	-	$877	$27,377	1
SHAN CRETIN	DIRECTOR	3	$27,000	-	$0	$27,000	1
RUSSELL GOULD	DIRECTOR	3	$26,000	-	$877	$26,877	1
MAURICE LIM MILLER	DIRECTOR	3	$26,500	-	$0	$26,500	2
CHRISTINA KAZHE	DIRECTOR	3	$25,500	-	$877	$26,377	1
JESSE CASSO JR	DIRECTOR	3	$26,000	-	$0	$26,000	2
DANIEL BOGGAN	DIRECTOR	3	$25,000	-	$271	$25,271	1
JAMES KYLE II	DIRECTOR, VICE CHAIR	3	$23,000	-	$271	$23,271	1
ARTHUR CHEN	DIRECTOR	3	$3,000	-	$0	$3,000	1
FERNANDO TORRES-GIL	DIRECTOR	3	$2,500	-	$0	$2,500	2

2011 · 32 people listed · 31 paid, $5.3M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT K ROSS	PRESIDENT & CEO	40	$679,066	-	$52,627	$731,693	1
RUTH WERNIG	CHIEF INVESTMENT OFFICER	40	$620,030	-	$21,002	$641,032	1
KATHLYN MEAD	EXECUTIVE VP & COO	40	$429,652	-	$92,757	$522,409	1
DAVID GREENBERG	DIR, RETURN STRATEGY	40	$442,045	-	$35,154	$477,199	1
DANIEL ZINGALE	SVP, HEALTHY CALIFORNIA	40	$343,648	-	$45,946	$389,594	1
DANA ROSENBERG	DIR, ALT INVESTMENTS	40	$324,947	-	$44,075	$369,022	1
ANTHONY ITON	SVP, HEALTHY COMMUNITIES	40	$334,724	-	$29,702	$364,426	2
DAN DELEON	VICE PRESIDENT & CFO	40	$292,318	-	$57,842	$350,160	1
BRYTAIN ASHFORD	VP, HUMAN RESOURCES	40	$275,904	-	$42,374	$318,278	1
MARION STANDISH	DIR, COMMUNITY HLTH	40	$232,236	-	$57,588	$289,824	1
BEATRIZ SOLIS	DIR, HLTHY COMMUNITY	40	$215,000	-	$38,142	$253,142	2
CELIA LOMBARD	CORPORATE SECRETARY	40	$136,252	-	$32,581	$168,833	1
TESSIE GUILLERMO	DIRECTOR, CHAIRMAN	3	$38,500	-	$1,118	$39,618	1
DANIEL BOGGAN	DIRECTOR	3	$34,500	-	$1,118	$35,618	1
ARTHUR CHEN	DIRECTOR	3	$31,500	-	$1,118	$32,618	1
DEAN GERMANO	DIRECTOR	3	$30,000	-	$1,118	$31,118	1
JANE GARCIA	DIRECTOR	3	$29,500	-	$1,118	$30,618	1
JAMES KYLE II	DIRECTOR, VICE CHAIR	3	$29,500	-	$1,118	$30,618	1
HUGO MORALES	DIRECTOR	3	$29,500	-	$1,118	$30,618	1
SUSAN BERRESFORD	DIRECTOR	3	$30,500	-	$0	$30,500	1
ADRIENNE CROWE	DIRECTOR	3	$28,500	-	$0	$28,500	1
FERNANDO TORRES-GIL	DIRECTOR	3	$28,500	-	$0	$28,500	2
JESSE CASSO JR	DIRECTOR	3	$27,500	-	$0	$27,500	2
SHAN CRETIN	DIRECTOR	3	$27,500	-	$0	$27,500	1
MAURICE LIM MILLER	DIRECTOR	3	$24,000	-	$1,118	$25,118	2
WALTER BUSTER	DIRECTOR	3	$21,250	-	$1,765	$23,015	1
STEVEN PONTELL	DIRECTOR	3	$21,750	-	$1,118	$22,868	1
STEPHEN DEBERRY	DIRECTOR	3	$6,750	-	$0	$6,750	1
RITA SCARDACI	DIRECTOR	3	$3,000	-	$0	$3,000	1
MARIA TRIPP	DIRECTOR	3	$2,500	-	$0	$2,500	1
WINNIE WILLIS	DIRECTOR	3	$2,500	-	$0	$2,500	1
JOHN BRYSON	DIRECTOR	3	$0	-	$0	$0	1

2009 · 31 people listed · 30 paid, $4.5M

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT K ROSS	PRESIDENT & CEO	40	$614,628	-	$46,453	$661,081	1
JESSE CASSO JR	DIRECTOR, CIO	40	$462,193	-	$0	$462,193	2
KATHLYN MEAD	EXEC VP & COO	40	$352,715	-	$32,155	$384,870	1
DANIEL ZINGALE	SVP, HEALTHY CALIFORNIA	40	$301,911	-	$12,323	$314,234	1
DANA ROSENBERG	DIR. ALT INVESTMENTS	40	$284,425	-	$29,698	$314,123	1
DAN DELEON	VP & CFO	40	$255,340	-	$45,150	$300,490	1
IGNATIUS BAU	DIR. HEALTH SYSTEMS	40	$249,711	-	$34,230	$283,941	1
BRYTAIN ASHFORD	VP HUMAN RESOURCES	40	$237,482	-	$33,250	$270,732	1
MARION STANDISH	DIR. COMMUNITY HLTH	40	$219,006	-	$43,934	$262,940	1
MARTIN ZOGG	DIR. COMPLIANCE	40	$194,971	-	$46,107	$241,078	1
ANTHONY ITON	SVP, HEALTHY COMMUNITIES	40	$159,957	-	$4,145	$164,102	2
CELIA LOMBARD	CORP SECRETARY	40	$113,462	-	$29,796	$143,258	1
JAMES KEDDY	DIR, TCE PERSONNEL	4	$117,064	-	$9,675	$126,739	1
RENE GOUPILLAUD	CIO	40	$60,869	-	$27,191	$88,060	1
DANIEL BOGGAN	DIRECTOR, CHAIRMAN	4	$43,000	-	$321	$43,321	1
WINNIE WILLIS	DIRECTOR	4	$38,500	-	$0	$38,500	1
DEAN GERMANO	DIRECTOR	4	$37,500	-	$337	$37,837	1
TESSIE GUILLERMO	DIRECTOR, VICECHAIR	4	$34,000	-	$0	$34,000	1
ARTHUR CHEN	DIRECTOR	4	$33,167	-	$0	$33,167	1
JAMES KYLE II	DIRECTOR	4	$31,000	-	$730	$31,730	1
MARIA TRIPP	DIRECTOR	4	$31,000	-	$321	$31,321	1
RITA SCARDACI	DIRECTOR	4	$30,500	-	$321	$30,821	1
STEPHEN DEBERRY	DIRECTOR	4	$29,000	-	$0	$29,000	1
SUSAN BERRESFORD	DIRECTOR	4	$28,500	-	$0	$28,500	1
MAURICE LIM MILLER	DIRECTOR	4	$28,500	-	$0	$28,500	2
CYNTHIA TELLES	DIRECTOR	4	$28,500	-	$0	$28,500	10
FERNANDO TORRES-GIL	DIRECTOR	4	$26,000	-	$0	$26,000	2
HUGO MORALES	DIRECTOR	4	$24,500	-	$0	$24,500	1
E LEWIS REID	DIRECTOR	4	$6,500	-	$235	$6,735	1
BEVERLY HAMILTON	DIRECTOR	4	$3,000	-	$0	$3,000	1
JOHN BRYSON	DIRECTOR	4	$0	-	$0	$0	1

Highest-paid independent contractors

2024 · 5 contractors · $2.8M

Name	Location	Service	Paid
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGEMENT	$828,947
THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENT	IRVINE, CA	IT HELPDESK SERVICES/SUPPORT	$673,856
THE BANK OF NEW YORK MELLON TRUST COMPANY NA	BNY MELLON CENTER, PA	INVESTMENT MANAGEMENT	$486,369
KORN FERRY (US)	LOS ANGELES, CA	CONSULTING FIRM	$440,930
GUGGENHEIM INVESTMENTS	SANTA MONICA, CA	INVESTMENT MANAGEMENT	$388,979

2023 · 5 contractors · $3.4M

Name	Location	Service	Paid
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGER	$989,963
UNISYS CORPORATION	BLUE BELL, PA	IT HELPDESK SERVICES/SUPPORT	$939,699
THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENT	IRVINE, CA	IT HELPDESK SERVICES/SUPPORT	$603,019
GUGGENHEIM INVESTMENTS	SANTA MONICA, CA	INVESTMENT MANAGER	$491,793
THE BANK OF NEW YORK MELLON TRUST COMPANY NA	BNY MELLON CENTER, PA	INVESTMENT MANAGER	$361,065

2022 · 5 contractors · $3.6M

Name	Location	Service	Paid
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGER	$1,418,118
UNISYS CORPORATION	BLUE BELL, PA	IT HELPDESK SERVICES/SUPPORT	$679,613
GUGGENHEIM INVESTMENTS	SANTA MONICA, CA	INVESTMENT MANAGER	$540,981
LAZARD ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$486,046
THE BANK OF NEW YORK MELLON TRUST COMPANY NA	BNY MELLON CENTER, PA	INVESTMENT MANAGER	$463,105

2021 · 5 contractors · $6.1M

Name	Location	Service	Paid
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGER	$3,282,594
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$978,438
GUGGENHEIM INVESTMENTS	SANTA MONICA, CA	INVESTMENT MANAGER	$627,680
LAZARD ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$625,454
UNISYS CORPORATION	BLUE BELL, PA	IT HELPDESK SERVICES/SUPPORT	$588,277

2020 · 5 contractors · $3.6M

Name	Location	Service	Paid
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGER	$1,044,506
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$761,503
GUGGENHEIM INVESTMENTS	SANTA MONICA, CA	INVESTMENT MANAGER	$617,926
LAZARD ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$596,573
UNISYS CORPORATION	BLUE BELL, PA	IT HELPDESK SERVICES/SUPPORT	$593,038

2019 · 5 contractors · $8.6M

Name	Location	Service	Paid
M ENTERTAINMENT	LODI, CA	MEDIA BUYER	$2,381,371
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGER	$2,310,899
THE RIOS COMPANY	FRESNO, CA	MEDIA BUYER	$2,080,853
ARK MARKETING AND MEDIA SOLUTIONS INC	SAN DIEGO, CA	MEDIA BUYER	$976,691
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$849,840

2018 · 5 contractors · $5.9M

Name	Location	Service	Paid
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGER	$2,899,945
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$792,329
UNISYS CORPORATION	BLUE BELL, PA	IT- MANAGED SERVICES	$773,507
LAZARD ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$737,056
M ENTERTAINMENT	LODI, CA	MEDIA BUYER	$697,777

2017 · 5 contractors · $4.0M

Name	Location	Service	Paid
THE BANK OF NEW YORK MELLON	EVERETT, MA	INVESTMENT CUSTODIAN	$907,267
GENESIS ASSET MANAGERS LLP	ST PETER PORT, GUERNSEY	INVESTMENT MANAGER	$796,698
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$793,667
GENERATION INVESTMENT MANAGEMENT US LLP	SAN FRANCISCO, CA	INVESTMENT MANAGER	$779,127
PROSUM INC	EL SEGUNDO, CA	IT- MANAGED SERVICES	$753,472

2016 · 5 contractors · $3.7M

Name	Location	Service	Paid
GENESIS INVESTMENT MANAGERS LLP	ST PETER PORT, GUERNSEY	INVESTMENT MANAGER	$816,791
PROSUM INC	EL SEGUNDO, CA	TECHNOLOGY	$770,356
LAZARD ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$747,699
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$702,181
GENERATION INVESTMENT MANAGEMENT US LLP	NEW YORK, NY	INVESTMENT MANAGER	$616,985

2015 · 5 contractors · $4.0M

Name	Location	Service	Paid
LAZARD ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$932,052
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$859,053
GENESIS INVESTMENT MANAGERS LLP	LONDON	INVESTMENT MANAGER	$841,895
PROSUM INC	EL SEGUNDO, CA	TECHNOLOGY	$763,325
BANK OF NEW YORK MELLON	EVERETT, MA	INVESTMENT CUSTODIAN	$588,549

2014 · 5 contractors · $3.9M

Name	Location	Service	Paid
LAZARD ASSET MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$969,518
GENESIS INVESTMENT MANAGERS LLP	LONDON, SW1X 7HU	INVESTMENT MANAGER	$938,403
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK, NY	INVESTMENT MANAGER	$810,777
PROSUM	EL SEGUNDO, CA	TECHNOLOGY	$792,863
PRICEWATERHOUSECOOPERS LLP	LOS ANGELES, CA	ACCOUNTING	$396,500

2013 · 5 contractors · $5.5M

Name	Location	Service	Paid
PRAESIDIUM INVESTMENT MANGEMENT CO LLC	NEW YORK	INVESTMENT MANAGER	$1,954,254
EAGLE CAPITAL MANAGEMENT LLC	NEW YORK	INVESTMENT MANAGER	$1,040,139
GENESIS INVESTMENT MANAGERS LLP		INVESTMENT MANAGER	$967,425
LAZARD ASSET MANAGEMENT LLC	NEW YORK	INVESTMENT MANAGER	$922,749
EARNEST PARTNERS LLC	ATLANTA	INVESTMENT MANAGER	$646,420

Trademarks

32 US trademarks, 6 live.

The California Endowment 32 marks, CA EXACT high confidence: identical full name and state

Mark	Serial	Filed	Status	Source
FRESH WORKS	85449334	2011-10-17	Registered and renewed	TRCFECO2, file of 2024-03-27
FRESHWORKS	85449289	2011-10-17	Registered and renewed	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390267	2011-08-05	Registration cancelled	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390266	2011-08-05	Abandoned	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390265	2011-08-05	Registration cancelled	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390262	2011-08-05	Registration cancelled	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390261	2011-08-05	Registration cancelled	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390260	2011-08-05	Abandoned	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390259	2011-08-05	Registration cancelled	TRCFECO2, file of 2024-03-27
HEALTH HAPPENS HERE	85390258	2011-08-04	Registration cancelled	TRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

Paid as a vendor by

Other organizations that listed this one among their highest-paid independent contractors. Contractor lists give no EIN, so these are matched on name and address; check the filing.

Year	Paid by	Service	Paid	Filing
2019	COMMUNITY PARTNERS	RENT	$491,163	view vendor page
2018	COMMUNITY PARTNERS	RENT	$544,558	view vendor page
2017	COMMUNITY PARTNERS	RENT	$475,301	view vendor page
2016	COMMUNITY PARTNERS	RENT	$322,179	view vendor page
2015	COMMUNITY PARTNERS	RENT & PARKING	$494,611	view vendor page
2014	COMMUNITY PARTNERS	RENT & PARKING	$286,835	view vendor page
2013	COMMUNITY PARTNERS	RENT & PARKING	$393,467	view vendor page
2012	COMMUNITY PARTNERS	RENT & PARKING	$394,646	view vendor page
2011	COMMUNITY PARTNERS	RENT & PARKING	$326,615	view vendor page
2010	COMMUNITY PARTNERS	RENT & PARKING	$346,318	view vendor page

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 · 845 grants to organizations · $141.5M

Listed grants add up to $141,467,127; the return's “grants paid” expense line says $115,770,402. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2024 · CSV

2023 · 1,125 grants to organizations · $215.9M

Listed grants add up to $215,917,483; the return's “grants paid” expense line says $171,578,781. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2023 · CSV

2022 · 1,030 grants to organizations · $193.6M

Listed grants add up to $193,569,729; the return's “grants paid” expense line says $350,281,327. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2022 · CSV

2021 · 1,074 grants to organizations · $167.4M · 5 returned · -$1.4M

Listed grants add up to $166,023,500; the return's “grants paid” expense line says $149,381,716. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2021 · CSV

2020 · 1,402 grants to organizations · $185.0M · 17 returned · -$2.3M

Listed grants add up to $182,698,381; the return's “grants paid” expense line says $137,618,309. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2020 · CSV

2019 · 1,483 grants to organizations · $159.5M

Listed grants add up to $159,485,520; the return's “grants paid” expense line says $136,974,294. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2019 · CSV

2018 · 1,700 grants to organizations · $140.9M

Listed grants add up to $140,882,173; the return's “grants paid” expense line says $164,189,322. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2018 · CSV

2017 · 1,745 grants to organizations · $138.1M

Listed grants add up to $138,067,931; the return's “grants paid” expense line says $168,083,687. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2017 · CSV

2016 · 1,943 grants to organizations · $156.0M

Listed grants add up to $155,964,525; the return's “grants paid” expense line says $146,561,404. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2016 · CSV

2015 · 1,963 grants to organizations · $168.8M

Listed grants add up to $168,768,851; the return's “grants paid” expense line says $176,215,856. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2015 · CSV

2014 · 2,104 grants to organizations · $184.5M

Listed grants add up to $184,545,806; the return's “grants paid” expense line says $153,051,647. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2014 · CSV

2013 · 2,014 grants to organizations · $182.8M

Listed grants add up to $182,809,047; the return's “grants paid” expense line says $198,280,071. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2013 · CSV

2012 · 1,600 grants to organizations · $115.8M

Listed grants add up to $115,769,774; the return's “grants paid” expense line says $137,432,899. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2012 · CSV

2011 · 1,503 grants to organizations · $116.3M

Listed grants add up to $116,335,347; the return's “grants paid” expense line says $95,487,980. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2011 · CSV

2009 · 1,160 grants to organizations · $120.1M

Listed grants add up to $120,056,043; the return's “grants paid” expense line says $73,007,952. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2009 · CSV

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

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2015 · 1 contributor · $200K

#	Contributor	Type	City, state	Total	Noncash	Source
1	WATTS HEALTH FOUNDATION INC	Person	LOS ANGELES, CA	$200,000	-	Form 990PF Sch. B, 2015 · filing

2014 · 1 contributor · $203K

#	Contributor	Type	City, state	Total	Noncash	Source
1	WATTS HEALTH FOUNDATION INC	Person	LOS ANGELES, CA	$203,250	-	Form 990PF Sch. B, 2014 · filing

2013 · 1 contributor · $649K

#	Contributor	Type	City, state	Total	Noncash	Source
1	UNIDAD COALITION ORGANIZATIONS	Person		$649,000	-	Form 990PF Sch. B, 2013 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

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 ↗
$145,223,990	$182,567,426	$4,457,765,886	$3,953,557,220	-	-	$3,786,833	-	-
2023 · Form 990PF period ending 2024-03-31 · view filing · original 990 ↗
$126,040,863	$243,040,147	$4,453,417,123	$3,938,977,382	-	-	$4,156,539	-	-
2022 · Form 990PF period ending 2023-03-31 · view filing · original 990 ↗
$361,897,588	$417,921,219	$4,318,845,356	$3,788,343,650	-	-	$3,759,082	-	-
2021 · Form 990PF period ending 2022-03-31 · view filing · original 990 ↗
$461,745,846	$212,888,822	$4,754,305,382	$4,421,765,077	-	-	$4,264,500	-	-
2020 · Form 990PF period ending 2021-03-31 · view filing · original 990 ↗
$306,332,660	$215,488,654	$4,652,654,328	$4,298,041,008	-	-	$3,501,600	-	-
2019 · Form 990PF period ending 2020-03-31 · view filing · original 990 ↗
$280,955,609	$203,337,541	$3,446,801,045	$3,330,520,626	$0	-	$3,361,098	-	-
2018 · Form 990PF period ending 2019-03-31 · view filing · original 990 ↗
$235,234,519	$231,645,041	$3,809,575,079	$3,695,142,186	$0	-	$3,437,770	-	-
2017 · Form 990PF period ending 2018-03-31 · view filing · original 990 ↗
$256,072,792	$242,732,935	$3,828,720,064	$3,732,211,687	$0	-	$3,385,443	-	-
2016 · Form 990PF period ending 2017-03-31 · amended · view filing · original 990 ↗
$193,737,732	$213,601,509	$3,667,124,129	$3,603,547,120	$0	-	$3,510,175	-	-
2016 · Form 990PF period ending 2017-03-31 · superseded · view filing · original 990 ↗
$193,737,732	$213,601,509	$3,667,124,129	$3,603,547,120	$0	-	$3,510,175	-	-
2015 · Form 990PF period ending 2016-03-31 · view filing · original 990 ↗
$201,134,072	$241,525,900	$3,485,456,009	$3,401,677,576	$0	-	$3,430,937	-	-
2014 · Form 990PF period ending 2015-03-31 · view filing · original 990 ↗
$203,187,154	$223,430,595	$3,768,442,347	$3,698,207,767	$0	-	$3,701,148	-	-
2013 · Form 990PF period ending 2014-03-31 · view filing · original 990 ↗
$209,398,948	$294,487,859	$3,668,459,217	$3,569,157,699	$0	-	$4,439,612	-	-
2012 · Form 990PF period ending 2013-03-31 · view filing · original 990 ↗
$159,685,531	$218,310,276	$3,562,148,280	$3,392,515,671	-	-	$3,852,342	-	-
2011 · Form 990PF period ending 2012-03-31 · view filing · original 990 ↗
$206,956,425	$164,971,049	$3,660,548,295	$3,289,539,027	-	-	$3,282,940	-	-
2009 · Form 990PF period ending 2010-02-28 · view filing · original 990 ↗
-$30,166,170	$134,818,280	$3,622,153,403	$3,098,747,161	-	-	$2,891,306	-	-

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.

GRANTMAKERS IN HEALTH Washington, DC · 3 people in common (Anthony Iton, Brenda Solorzano, Britta Guerrero)
CALIFORNIA COMMUNITY FOUNDATION Los Angeles, CA · 1 person in common (Maria Blanco)
ALLIANCE COLLEGE-READY PUBLIC SCHOOLS Los Angeles, CA · 1 person in common (Michele Siqueiros)
ALLIANCE FOR COLLEGE-READY PUBLIC Los Angeles, CA · 1 person in common (Michele Siqueiros)
MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATIONAL FUND Los Angeles, CA · 1 person in common (Maria Blanco)
PHILANTHROPY NORTHWEST Seattle, WA · 1 person in common (Brenda Solorzano)
CAMPAIGN FOR COLLEGE OPPORTUNITY Sacramento, CA · 1 person in common (Michele Siqueiros)
ALLIANCE FOR A BETTER COMMUNITY Los Angeles, CA · 1 person in common (Michele Siqueiros)
OPPORTUNITY FOR ALL COALITION Oakland, CA · 1 person in common (Michele Siqueiros)
THE LOS ANGELES COMMUNITY FOUNDATIO N Los Angeles, CA · 1 person in common (Maria Blanco)

Funders of this organization

16 grantors reported grants to this organization, $8,057,533 in all, tax years 2010 to 2024. 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
WATTSHEALTH FOUNDATION INC	Public charity	Exact	2011	1	$3,000,000	2011	$3,000,000	show
TIDES CENTER	Public charity	Exact	2022	1	$2,386,369	2022	$2,386,369	show
ALLIED MEDIA PROJECTS INC	Public charity	Exact	2024	1	$1,880,048	2024	$1,880,048	show
POLICYLINK	DAF sponsor	Exact	2022	1	$228,204	2022	$228,204	show
NEO PHILANTHROPY INC	Public charity	Exact	2019	1	$110,864	2019	$110,864	show
LITTLE MANILA FOUNDATION	Public charity	Exact	2024	1	$110,000	2024	$110,000	show
ASIAN AMERICANS ADVANCING JUSTICE SOUTHERN CALIFORNIA	Public charity	Exact	2019	1	$76,840	2019	$76,840	show
COMMUNITY PARTNERS	DAF sponsor	Exact	2021	1	$68,250	2021	$68,250	show
RURAL COMMUNITY ASSISTANCE	Public charity	Exact	2024	1	$44,895	2024	$44,895	show
MOVEMENT STRATEGY CENTER	Public charity	Exact	2018	1	$42,500	2018	$42,500	show
COMMUNITY HOUSING IMPROVEMENT SYSTEMS AND PLANNING ASSN INC	Public charity	Exact	2012	1	$40,406	2012	$40,406	show
SAN DIEGO HOUSING FEDERATION	Public charity	Exact	2016	1	$25,000	2016	$25,000	show
CHARITABLE VENTURES OF ORANGECOUNTY INC	Public charity	Exact	2017	1	$22,750	2017	$22,750	show
ZERODIVIDE	Public charity	Exact	2014	1	$15,000	2014	$15,000	show
MILPA	Public charity	Exact	2024	1	$6,207	2024	$6,207	show
CCF COMMUNITY INITIATIVES FUND	Public charity	Exact	2010	1	$200	2010	$200	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
THE AHMANSON FOUNDATION	CA	T22	$143,825,120	$66,012,037	TRUSTEE/PRES.	$852,214	Same NTEE code T22, revenue within 2x, same state
EDWARD M DOWD FOUNDATION	CA	T22	$167,883,684	$5,253,194	Secr / TREAS	$0	Same NTEE code T22, revenue within 2x, same state
GARY AND MARY WEST CHARITABLE TRUST	CA	T22	$131,725,584	$63,613,371	CEO AND CHAIR	$373,989	Same NTEE code T22, revenue within 2x, same state
WALLIS ANNENBERG LEGACY FOUNDATION	CA	T22	$143,863,622	$15,443,191	CHIEF OPERATIONS AND STRATEGY OFFICER	$305,306	Same NTEE code T22, revenue within 2x, same state
SAMUELI FOUNDATION	CA	T22	$104,281,760	$89,164,156	DIRECTOR	$1,171,104	Same NTEE code T22, revenue within 2x, same state
GUEST HOUSE MINISTRIES FOUNDATION INC	CA	T22	$100,162,435	$3,930,477	CHIEF EXECUTIVE OFFICER	$108,440	Same NTEE code T22, revenue within 2x, same state
W M KECK FOUNDATION	CA	T22	$220,502,754	$82,687,983	PRESIDENT AND CFO	$682,248	Same NTEE code T22, revenue within 2x, same state
BROAD FOUNDATION	CA	T22	$89,134,172	$158,534,598	PRESIDENT, TRUSTEE	$540,447	Same NTEE code T22, revenue within 2x, same state
HOBSON LUCAS FAMILY FOUNDATION	CA	T22	$73,455,573	$36,506,396	PRESIDENT/DIRECTOR	$0	Same NTEE code T22, revenue within 2x, same state
THE@ARHANT SOCIAL FOUNDATION INC	VA	T22	$220,976,043	$3,595,615	PRESIDENT AND CHAIRMAN	$0	Same NTEE code T22, revenue within 2x
THE MELLEN CHARITABLE FOUNDATION INC	MA	T22	$220,762,397	$37,827,806	PRESIDENT, DIRECTOR	$0	Same NTEE code T22, revenue within 2x
THE GRATEFUL LIVES FOUNDATION	DE	T22	$84,765,909	$16,990,353	Trustee	$361,190	Same NTEE code T22, revenue within 2x
THE HARVEY M MEYERHOFF FUND INC	MD	T22	$75,375,071	$769,129	ASSISTANT SECRETARY/TREASURER	$25,616	Same NTEE code T22, revenue within 2x
THE FREDERICK A DELUCA FOUNDATION INC	FL	T22	$77,312,458	$51,439,111	CEO	$650,700	Same NTEE code T22, revenue within 2x
THE JOHN AND KATHLEEN SCHREIBER FOUNDATION	IL	T22	$112,209,247	$35,384,062	President	$0	Same NTEE code T22, revenue within 2x
EUGENE B CASEY FOUNDATION	MD	T22	$106,426,026	$17,320,428	TRUSTEE	$446,320	Same NTEE code T22, revenue within 2x
COLUMBIA LUTHERAN CHARITIES	OR	T22	$257,144,254	$225,913,215	CEO	$906,561	Same NTEE code T22, revenue within 2x
CYRUS TANG FOUNDATION	NV	T22	$78,485,487	$19,979,414	Treasurer	$176,620	Same NTEE code T22, revenue within 2x
ENGELSTAD FAM FOUNDATION	NV	T22	$112,969,986	$39,577,909	CEO/TRUSTEE	$650,000	Same NTEE code T22, revenue within 2x
THOMAS D KLINGENSTEIN FUND	NJ	T22	$95,726,685	$12,443,286	PRESIDENT/TREASURER	$0	Same NTEE code T22, revenue within 2x
M J MURDOCK CHARITABLE TRUST	WA	T22	$179,774,834	$105,345,479	CEO	$833,222	Same NTEE code T22, revenue within 2x
JOHN BULOW CAMPBELL FOUNDATION	GA	T22	$98,073,608	$50,720,551	EXECUTIVE DIRECTOR	$443,350	Same NTEE code T22, revenue within 2x
J E BARBEY 8 TENACRE FOUNDATION	PA	T22	$80,952,805	$38,825,999	CO-TRUSTEE	$763,489	Same NTEE code T22, revenue within 2x
ELISABETH C DELUCA FOUNDATION INC	FL	T22	$264,216,475	$18,578,786	PRESIDENT	$0	Same NTEE code T22, revenue within 2x
ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST	WI	T22	$79,014,729	$93,152,662	TRUSTEE	$0	Same NTEE code T22, 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
THE ANNENBERG FOUNDATION	Private foundation	$357,645,525	25	1	2013–2024	WALLIS ANNENBERG LEGACY FOUNDATION
JAY VAN ANDEL TRUST UAD 82878	Private foundation	$356,700,000	7	1	2020–2024	VAN ANDEL INSTITUTE
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$35,995,084	24	5	2016–2024	THE BESSEMER GIVING FUND; HENRY J KAISER FAMILY FOUNDATION; THE GRADY HEALTH FOUNDATION INC; VAN ANDEL INSTITUTE and 1 more
THE BARRIS FOUNDATION	Private foundation	$33,835,155	3	1	2021–2022	THE BESSEMER GIVING FUND
SNIDER FOUNDATION	Private foundation	$32,208,283	3	1	2024–2024	THE JAY AND TERRY SNIDER FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION	DAF sponsor	$24,957,950	5	3	2015–2024	HENRY J KAISER FAMILY FOUNDATION; THE 1440 FOUNDATION; VAN ANDEL INSTITUTE
THE SUSAN THOMPSON BUFFETT FOUNDATION	Private foundation	$21,509,846	11	1	2013–2025	HENRY J KAISER FAMILY FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$14,857,587	7	2	2020–2024	THE BESSEMER GIVING FUND; THE GRADY HEALTH FOUNDATION INC
GATES FOUNDATION	Private foundation	$13,951,420	12	2	2018–2024	HENRY J KAISER FAMILY FOUNDATION; JOHN M BELK ENDOWMENT
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$13,644,189	28	6	2015–2024	THE BESSEMER GIVING FUND; THE GRADY HEALTH FOUNDATION INC; THE 1440 FOUNDATION; VAN ANDEL INSTITUTE and 2 more
LAURA AND JOHN ARNOLD FOUNDATION	Private foundation	$12,346,411	27	1	2020–2024	HENRY J KAISER FAMILY FOUNDATION
CLEVELAND AVENUE FUND	Private foundation	$7,235,669	4	1	2021–2024	THE BESSEMER GIVING FUND
LEONA M & HARRY B HELMSLEY CHARITABLE TRUST	Private foundation	$5,488,812	4	1	2021–2024	HENRY J KAISER FAMILY FOUNDATION
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC	DAF sponsor	$5,118,585	12	1	2010–2024	THE GRADY HEALTH FOUNDATION INC
GORDON E AND BETTY I MOORE FOUNDATION	Private foundation	$4,327,161	2	1	2016–2020	HENRY J KAISER FAMILY FOUNDATION

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 · $182,567,426 spent · pay $26,486,634 · grants $115,770,402 · events $1,136,737

Line	Total	Share
Contributions, gifts, grants paid	$115,770,402	63.4%
Other salaries and wages	$16,202,069	8.9%
Taxes	$11,253,169	6.2%
Fees: other professional	$10,563,562	5.8%
Pension plans and employee benefits	$6,497,732	3.6%
Interest	$5,620,500	3.1%
Other expenses	$4,302,103	2.4%
Pay: officers, directors, trustees	$3,786,833	2.1%
Occupancy	$3,296,299	1.8%
Depreciation and depletion	$2,467,689	1.4%
Fees: legal	$1,236,132	0.7%
Travel, conferences and meetings	$1,136,737	0.6%
Fees: accounting	$434,199	0.2%
Total	$182,567,426	100%

View the filing

2023 · Form 990PF · $243,040,147 spent · pay $31,397,414 · grants $171,578,781 · events $1,359,956

Line	Total	Share
Contributions, gifts, grants paid	$171,578,781	70.6%
Other salaries and wages	$19,815,130	8.2%
Fees: other professional	$16,726,010	6.9%
Interest	$7,494,000	3.1%
Pension plans and employee benefits	$7,425,745	3.1%
Other expenses	$5,616,020	2.3%
Pay: officers, directors, trustees	$4,156,539	1.7%
Occupancy	$4,154,937	1.7%
Depreciation and depletion	$3,020,190	1.2%
Travel, conferences and meetings	$1,359,956	0.6%
Fees: legal	$1,262,604	0.5%
Fees: accounting	$430,235	0.2%
Total	$243,040,147	100%

View the filing

2022 · Form 990PF · $417,921,219 spent · pay $30,548,103 · grants $350,281,327 · events $782,798

Line	Total	Share
Contributions, gifts, grants paid	$350,281,327	83.8%
Other salaries and wages	$19,516,209	4.7%
Fees: other professional	$14,777,486	3.5%
Interest	$7,707,046	1.8%
Pension plans and employee benefits	$7,272,812	1.7%
Other expenses	$5,182,383	1.2%
Occupancy	$4,074,354	1.0%
Pay: officers, directors, trustees	$3,759,082	0.9%
Depreciation and depletion	$2,956,521	0.7%
Fees: legal	$1,065,010	0.3%
Travel, conferences and meetings	$782,798	0.2%
Fees: accounting	$545,801	0.1%
Printing and publications	$390	0.0%
Total	$417,921,219	100%

View the filing

2021 · Form 990PF · $212,888,822 spent · pay $26,997,218 · grants $149,381,716 · events $53,582

Line	Total	Share
Contributions, gifts, grants paid	$149,381,716	70.2%
Other salaries and wages	$17,233,437	8.1%
Fees: other professional	$14,168,186	6.7%
Interest	$7,389,531	3.5%
Taxes	$5,554,758	2.6%
Pension plans and employee benefits	$5,499,281	2.6%
Pay: officers, directors, trustees	$4,264,500	2.0%
Occupancy	$3,477,228	1.6%
Depreciation and depletion	$2,976,922	1.4%
Other expenses	$1,666,350	0.8%
Fees: legal	$728,888	0.3%
Fees: accounting	$494,173	0.2%
Travel, conferences and meetings	$53,582	0.0%
Printing and publications	$270	0.0%
Total	$212,888,822	100%

View the filing

2020 · Form 990PF · $215,488,654 spent · pay $27,203,608 · grants $137,618,309 · events $67,074

Line	Total	Share
Contributions, gifts, grants paid	$137,618,309	63.9%
Other expenses	$24,355,968	11.3%
Other salaries and wages	$17,076,223	7.9%
Fees: other professional	$11,166,068	5.2%
Taxes	$7,623,864	3.5%
Pension plans and employee benefits	$6,625,785	3.1%
Pay: officers, directors, trustees	$3,501,600	1.6%
Depreciation and depletion	$2,878,609	1.3%
Occupancy	$2,345,736	1.1%
Interest	$1,316,557	0.6%
Fees: accounting	$578,530	0.3%
Fees: legal	$334,061	0.2%
Travel, conferences and meetings	$67,074	0.0%
Printing and publications	$270	0.0%
Total	$215,488,654	100%

View the filing

2019 · Form 990PF · $203,337,541 spent · pay $27,163,904 · grants $136,974,294 · events $726,182

Line	Total	Share
Contributions, gifts, grants paid	$136,974,294	67.4%
Other expenses	$21,534,879	10.6%
Other salaries and wages	$16,927,920	8.3%
Pension plans and employee benefits	$6,874,886	3.4%
Fees: other professional	$5,859,332	2.9%
Taxes	$4,597,110	2.3%
Pay: officers, directors, trustees	$3,361,098	1.7%
Depreciation and depletion	$2,832,669	1.4%
Occupancy	$2,421,153	1.2%
Fees: accounting	$800,318	0.4%
Travel, conferences and meetings	$726,182	0.4%
Fees: legal	$326,987	0.2%
Interest	$99,950	0.0%
Printing and publications	$763	0.0%
Total	$203,337,541	100%

View the filing

2018 · Form 990PF · $231,645,041 spent · pay $26,419,940 · grants $164,189,322 · events $856,368

Line	Total	Share
Contributions, gifts, grants paid	$164,189,322	70.9%
Other expenses	$19,478,835	8.4%
Other salaries and wages	$16,625,811	7.2%
Fees: other professional	$7,424,549	3.2%
Taxes	$7,300,838	3.2%
Pension plans and employee benefits	$6,356,359	2.7%
Pay: officers, directors, trustees	$3,437,770	1.5%
Depreciation and depletion	$2,789,749	1.2%
Occupancy	$2,390,280	1.0%
Travel, conferences and meetings	$856,368	0.4%
Fees: accounting	$462,636	0.2%
Fees: legal	$265,851	0.1%
Interest	$60,089	0.0%
Printing and publications	$6,584	0.0%
Total	$231,645,041	100%

View the filing

2017 · Form 990PF · $242,732,935 spent · pay $24,985,816 · grants $168,083,687 · events $871,008

Line	Total	Share
Contributions, gifts, grants paid	$168,083,687	69.2%
Other expenses	$28,031,594	11.5%
Other salaries and wages	$16,034,062	6.6%
Fees: other professional	$8,727,672	3.6%
Taxes	$6,067,836	2.5%
Pension plans and employee benefits	$5,566,311	2.3%
Pay: officers, directors, trustees	$3,385,443	1.4%
Depreciation and depletion	$2,519,936	1.0%
Occupancy	$2,413,951	1.0%
Travel, conferences and meetings	$871,008	0.4%
Fees: accounting	$691,045	0.3%
Fees: legal	$335,343	0.1%
Printing and publications	$5,047	0.0%
Total	$242,732,935	100%

View the filing

2016 · Form 990PF · $213,601,509 spent · pay $24,908,246 · grants $146,561,404 · events $950,115

Line	Total	Share
Contributions, gifts, grants paid	$146,561,404	68.6%
Other expenses	$28,010,485	13.1%
Other salaries and wages	$15,367,548	7.2%
Fees: other professional	$7,078,776	3.3%
Pension plans and employee benefits	$6,030,523	2.8%
Pay: officers, directors, trustees	$3,510,175	1.6%
Occupancy	$2,531,526	1.2%
Depreciation and depletion	$2,349,823	1.1%
Travel, conferences and meetings	$950,115	0.4%
Fees: accounting	$805,165	0.4%
Fees: legal	$396,125	0.2%
Interest	$7,019	0.0%
Printing and publications	$2,825	0.0%
Total	$213,601,509	100%

View the filing

2015 · Form 990PF · $241,525,900 spent · pay $23,028,071 · grants $176,215,856 · events $720,161

Line	Total	Share
Contributions, gifts, grants paid	$176,215,856	73.0%
Other expenses	$28,776,602	11.9%
Other salaries and wages	$14,399,344	6.0%
Fees: other professional	$7,287,858	3.0%
Pension plans and employee benefits	$5,197,790	2.2%
Pay: officers, directors, trustees	$3,430,937	1.4%
Depreciation and depletion	$2,334,904	1.0%
Occupancy	$1,882,427	0.8%
Fees: legal	$749,030	0.3%
Travel, conferences and meetings	$720,161	0.3%
Fees: accounting	$510,455	0.2%
Interest	$14,741	0.0%
Printing and publications	$5,795	0.0%
Total	$241,525,900	100%

View the filing

2014 · Form 990PF · $223,430,595 spent · pay $22,473,967 · grants $153,051,647 · events $832,627

Line	Total	Share
Contributions, gifts, grants paid	$153,051,647	68.5%
Other expenses	$32,258,573	14.4%
Other salaries and wages	$13,516,742	6.0%
Fees: other professional	$6,644,175	3.0%
Pension plans and employee benefits	$5,256,077	2.4%
Pay: officers, directors, trustees	$3,701,148	1.7%
Taxes	$2,859,653	1.3%
Depreciation and depletion	$2,239,920	1.0%
Occupancy	$1,938,741	0.9%
Travel, conferences and meetings	$832,627	0.4%
Fees: accounting	$644,868	0.3%
Fees: legal	$402,492	0.2%
Printing and publications	$64,765	0.0%
Interest	$19,167	0.0%
Total	$223,430,595	100%

View the filing

2013 · Form 990PF · $294,487,859 spent · pay $22,818,580 · grants $198,280,071 · events $931,023

Line	Total	Share
Contributions, gifts, grants paid	$198,280,071	67.3%
Other expenses	$51,612,682	17.5%
Other salaries and wages	$13,433,272	4.6%
Fees: other professional	$8,702,542	3.0%
Taxes	$6,537,341	2.2%
Pension plans and employee benefits	$4,945,696	1.7%
Pay: officers, directors, trustees	$4,439,612	1.5%
Depreciation and depletion	$2,297,587	0.8%
Occupancy	$1,728,896	0.6%
Travel, conferences and meetings	$931,023	0.3%
Interest	$603,302	0.2%
Fees: accounting	$575,771	0.2%
Fees: legal	$280,028	0.1%
Printing and publications	$120,036	0.0%
Total	$294,487,859	100%

View the filing

2012 · Form 990PF · $218,310,276 spent · pay $21,727,890 · grants $137,432,899 · events $899,191

Line	Total	Share
Contributions, gifts, grants paid	$137,432,899	63.0%
Other expenses	$36,428,710	16.7%
Other salaries and wages	$13,125,814	6.0%
Fees: other professional	$10,412,306	4.8%
Pension plans and employee benefits	$4,749,734	2.2%
Taxes	$4,031,393	1.8%
Pay: officers, directors, trustees	$3,852,342	1.8%
Interest	$2,301,043	1.1%
Depreciation and depletion	$2,223,102	1.0%
Occupancy	$1,959,843	0.9%
Travel, conferences and meetings	$899,191	0.4%
Fees: legal	$403,080	0.2%
Fees: accounting	$309,876	0.1%
Printing and publications	$180,943	0.1%
Total	$218,310,276	100%

View the filing

2011 · Form 990PF · $164,971,049 spent · pay $18,796,677 · grants $95,487,980 · events $1,011,296

Line	Total	Share
Contributions, gifts, grants paid	$95,487,980	57.9%
Other expenses	$25,644,475	15.5%
Fees: other professional	$13,518,288	8.2%
Other salaries and wages	$11,731,749	7.1%
Pension plans and employee benefits	$3,781,988	2.3%
Pay: officers, directors, trustees	$3,282,940	2.0%
Occupancy	$2,659,060	1.6%
Depreciation and depletion	$2,606,226	1.6%
Interest	$2,347,806	1.4%
Taxes	$1,732,743	1.1%
Travel, conferences and meetings	$1,011,296	0.6%
Fees: legal	$672,345	0.4%
Fees: accounting	$433,797	0.3%
Printing and publications	$60,356	0.0%
Total	$164,971,049	100%

View the filing

2009 · Form 990PF · $134,818,280 spent · pay $16,074,050 · grants $73,007,952 · events $795,691

Line	Total	Share
Contributions, gifts, grants paid	$73,007,952	54.2%
Other expenses	$19,794,001	14.7%
Fees: other professional	$13,122,881	9.7%
Other salaries and wages	$9,760,544	7.2%
Taxes	$3,775,158	2.8%
Depreciation and depletion	$3,500,643	2.6%
Pension plans and employee benefits	$3,422,200	2.5%
Pay: officers, directors, trustees	$2,891,306	2.1%
Interest	$2,432,720	1.8%
Occupancy	$1,724,740	1.3%
Travel, conferences and meetings	$795,691	0.6%
Fees: accounting	$344,199	0.3%
Fees: legal	$220,936	0.2%
Printing and publications	$25,309	0.0%
Total	$134,818,280	100%

View the filing

THE CALIFORNIA ENDOWMENT

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