A N N U A L R E P O R T 2 0 1 4 - 2 0 1 5

For its ten year anniversary, the Applied Materials Silicon Valley Turkey Trot added The Health Trust as a beneficiary. Proceeds will go toward The Health Trust Better Choices, Better Health program.

The Health Trust is 1 of 7 organizations in the country to launch a new project called the Digital Aging Mastery Program. The DigitalAMP will teach seniors to use interactive tablet technology to connect online with friends and family.

Destination: Home, a program of The Health Trust, in partnership with The Economic Round Table, conducted a cost study revealing the cost of homelessness in Santa Clara County to be $520 million annually.

The Health Trust awarded a grant to Silicon Valley Leadership Group Foundation to support the Let’s Move Salad Bars to California Schools Campaign, which installs and support 20 salad bars in high-need Santa Clara County schools.

The Health Trust Good. To Go. campaign celebrated the addition of yet another Healthy Cornerstore-- Sidhu Market.

The FOODBasket was dedicated as the Jerry Larson FOODBasket and received a makeover as a part of the dedication ceremony attended by Supervisor Ken Yeager and numerous community members.

Mayor of San Jose Sam Liccardo, Frederick J. Ferrer, CEO of The Health Trust, and Carl Guardino, host of the “CEO show”, with The Health Trust Staff after a live recorded discussion covering a range of health issues from access to health and wellness programs to housing for seniors and the homeless.

HealtHy EATING

118,266pounds 2,232

students

Health Trust staff118

of free or low-cost produce was distributed to low-

income families

provided services to more than 60,000 people across all 3 of The Health Trust initiatives.

from third grade to high school attended garden

education programs taught by the Silicon Valley

HealthCorps

`

The Healthy Eating Initiative ensures that all residents access and consume, affordable,

quality, nutritious food.

This year, The Health Trust Healthy Eating

Initiative helped support the placement

of 20 Salad Bars in high-need

schools throughout Santa Clara County

through Let’s Move Salad Bars to Schools, an effort

including Silicon Valley Leadership Group,

Silicon Valley Community Foundation and

Gilroy Foundation. Good. To Go., a campaign aimed at improving

San Jose residents’ eating habits by

making healthy foods more available and

desirable, added 8 new cornerstores to its

Healthy Cornerstores

program. It also graduated its second

cohort of Fresh Cart vendors

to provide more mobile produce vendors in

San Jose. Lastly, the initiative partnered with

FIRST 5 Santa Clara County to provide mini-

grants for the hosting of 17 event screenings

of Sweet Revenge: Turning the Tables on Processed Food,

a film by Dr. Robert Lustig on the effects of

sugar consumption.

a corporate volunteer group from Google, one of many volunteer groups to help out at the Jerry larson FOODBasket.

the Good. to Go. campaign brought healthy foods and a fresh new look to Healthy Cornerstores.

The Healthy Aging Initiative ensures that all older adults are able to advocate for themselves and that they have access to coordinated healthcare

and supportive services. HealtHy AGING

The Healthy Aging Initiative ensures that all older adults are able to advocate for themselves and that they have access to coordinated healthcare

and supportive services.

this year, the Health trust Healthy aging

Initiative continued its leadership and support

for community efforts that affect older adults.

AGEnts for Change

focused its efforts on advocating for

Pedestrian Safety for

seniors. they want to ensure that the City

of San Jose’s recently adopted pedestrian

safety policy, Vision Zero,

takes older adults into consideration when

being implemented. aGents for Change

also continued to work with Health Plans to propose a more inclusive

and accountable role for all seniors. they

also attended numerous County of Santa

Clara Board of Supervisors meetings to

advocate for more Affordable Housing options for older adults.

lastly, Medical Nutrition Therapy was added to enhance

the Chronic Disease Self-Management

program. this therapy is available to all Part B

beneficiaries diagnosed with type 1 or type 2

diabetes to help them manage their diabetes.

85,500hot meals

were delivered to 574 homebound seniors and persons with disabilities by our Meals On Wheels drivers and

volunteers. 302hours

invested by AGEnts for Change to advance policies benefiting

older adults.

1,368hours

volunteered by Senior Peer Advocates (SPA) helped to serve more than 900

clients.Clients in Better Choices, Better Health learn the tools to take charge of their condition and live healthier and more independent lives.

Daily visits from Meals On Wheels drivers help seniors live more independently.

the Health trust Meals On Wheels Program continues to deliver smiles and fresh meals to homebound individuals. Some Meals On Wheels clients also enrolled in the DigitalaMP which taught seniors to use interactive tablet technology to connect online with friends and family.

The Healthy Living Initiative ensures that health related policies and services exist so that race, language,

income and age do not keep residents from enjoying the healthiest lives possible.

HealtHy LIVINGThe Healthy Living Initiative ensures that health related

policies and services exist so that race, language, income and age do not keep residents from enjoying

the healthiest lives possible.

this year, the Health trust Healthy living

Initiative opened a new Family Resource Center. Funded

by FIRSt 5 Santa Clara County’s learning

together Initiative, our five Family Resource

Centers provide an environment where children

ages 0-5 and their parents and caregivers can

learn and grow together. Our Housing Services, in addition to serving

clients living with HIV/aIDS, has expanded to

serve individuals that were living in homeless

encampments. lastly, Destination: Home,

a program of the Health trust, published

Home Not Found: The Cost of Homelessness in Silicon Valley. this report

is the largest and most comprehensive analysis

of information that has been assembled in the

United States to analyze the public costs of

homelessness.

childrenenrolled in early education programs to support successful entrance into

kindergarten.

+1,500

13,338 participants

received nutrition education, including My Plate, Rethink Your Drink and Healthy Eating

on a Budget. 20,526received oral health prevention and

dental services.

children the Open air Health Fair offered health screenings and flu shots to uninsured individuals at the San Jose Flea Market.

FIRSt 5’s Potter the Otter welcomes families to our new Sunnyhills Family Rescource Center.

It has been my experience that identifying the true problem is essential before finding a solution. This past year, we conducted a series of studies that identified some very troubling problems in our community.

Destination: Home, a program of The Health Trust, published Home Not Found: The Cost of Homelessness in Silicon Valley, the largest and most comprehensive study in the United States to analyze the public costs of homelessness. What did we learn?

• More than $3 billion worth of services was spent on homeless residents in the 6 years covered by this study. This cost our community $520 million per year.

• 104,206 individuals experienced homelessness in Santa Clara County over the study’s six-year period.

• The estimated average annual pre-housing public cost for a homeless individual is $62,473. The estimated average post-housing cost is $19,767, a reduction of $42,706 annually.

We conducted a San Jose Food Access Study that investigated senior and homeless populations. Our findings included:

• There are 7,344 homebound, low-income seniors in San Jose; over 85% do not receive nutritional support, such as Meals On Wheels.

• Thirty-one percent of safety-net providers serve close to 1,000 unsheltered homeless people per week. And yet there are still the need for additional providers located in close proximity to where unsheltered homeless people are concentrated.

It has always been a Health Trust focus to identify our community’s toughest health challenges, and then solve them. We must ensure that the most vulnerable populations have the ability to be healthy. However, with problems as daunting as these, we can’t do it alone. Housing the homeless, feeding the elderly, these are problems that require a collective effort and support.

Currently, we’re working with the City of San Jose and community stakeholders to create a Health Policy Agenda to more aggressively implement the general plan, Envision 2040, ensuring that it’s health elements turn into reality. We endorsed the Community Plan to End Homelessness, a collaboration with over 60 stakeholders that aims to ensure all residents can access affordable housing, along with the support they need to retain it. We worked with the County of Santa Clara, along with other philanthropic funders, to launch Project Welcome Home, California’s first Pay for Success project, aimed at providing housing and supportive services for the chronically homeless.

Housing the homeless, feeding the most vulnerable, solving these problems won’t come easy, but we’re up for the challenge. A challenge, that we hope you’ll join us at tackling.

The Health Trust Financial Overview Fiscal Year ended June 30, 2015

Statement of Activities

Revenue:

Public support $9,598,000

Fee for service and other fees 3,618,000

Net investment and other revenues 1,833,000

total support and other revenues 15,049,000

Expenses:

Healthy living (incl. grants) 8,661,000

Healthy aging (incl. grants) 2,648,000

Healthy eating (incl. grants) 3,295,000

Financial administrative Support Services 2,237,000

total programatic expenditures 16,841,000

Management and general 2,225,000

Fundraising 308,000

total support services 2,533,000

total expenses 19,374,000

Change in net assets ($4,325,000 )

Statement of Financial Position

Assets:Cash and cash equivalents $2,739,000 Investments 99,516,000 Receivables and prepaids 2,616,000 Property and equipment, net 6,030,000 Other assets 7,823,000

total assets 118,724,000

Liabilities:accounts payable 600,000 Grants payable 107,000 Other accrued expenses 1,536,000

total liabilities 2,243,000

Net Assets:Unrestricted 113,098,000 temporarily restricted 3,213,000 Permanently restricted 170,000

total net assets 116,481,000

total liabilities and net assets $118,724,000

FY 2011

$115

FY 2012

$106

FY 2013

$112

FY 2014

$121

FY 2015

$116$130

$110

$90

$70

$50

Frederick J. FerrerChief Executive Officer

Dr. Charles Bullock2014-2015 Chair, Board of Trustees

Net Asset History ($ in Millions)

Together We are the Answer

Wellness Visionary$500,000 and up

City of San Jose Housing Dept

County of Santa Clara Public Health Department

FIRSt 5 Santa Clara County

Google, Inc.

State of California americCorps

Wellness Champions$100,000 to $499,999

applied Materials Sillicon Valley turkey trot

City of San Jose CDBG

County of Santa Clara Mental Health Department

County of Santa Clara Social Services agency

Sourcewise

USDa

Director’s Circle$25,000 - 99,999

City of San Jose General Fund

City of San Jose PRNS

Consulate General of Mexico in San Jose

County of Santa Clara General Fund

Hurlbut-Johnson Charitable trusts

leslie Family Foundation

M*a*C aIDS Fund

Benefactor’s Circle$10,000 - 24,999

Ballard estate Fund

elsie & Josephine Colombo Charitable trust

FeMa

Gilead Sciences

Nancy Handel

Hugh Stuart Center Charitable trust

Magnum Medical Sales

National Council On aging

SCaN Foundation

Investor’s Circle$2,500 - 9,999

amici’s Capital Corporation

anonymous

Ms. Suzanne M. avina

Banfield Charitable trust

Bryce and Darla Beck

Bodybuilding.com

Richard and Geraldine Boucher

Broadway Cares/equity Fights aIDS

the Burt and Barbara Foundation

Catered too!

CBIZ accounting, tax, & advisory of San Jose

Darren and Jill Cde Baca

Chacho’s Restaurant

City of Campbell

City of Milpitas

City of Mountain View

City of Sunnyvale

the Davidson Family Foundation

Mr. and Mrs. J. Philip DiNapoli

Frederick J. Ferrer

Focus Business Bank

Douglas and Janet Ginter

Graystone Consulting

todd and amy Hansen

Jockers Family Foundation

Kaiser Permanente / Kaiser Foundation Health Plan

Gregory M. Krodel

Mission City Community Fund

Roberta Robins, J.D.

Cynthia and allen Ruby

Grace a. Sanfilippo

Dr. Harise Stein and Mr. Peter Staple

Star One Credit Union

Mr. Scott G. thayer

the Benevity Community Impact Fund

University of California Berkeley

Wells Fargo Foundation - Greater Bay Region & SF Bay Region

World Runners

36 Investor’s Circle

Leadership Circle$1,000 - 2,499

thelmer and Patricia aalgaard

Donald & elizabeth allen Family Fund

anonymous

aristotle Capital Management

Florence l. Bass

Fred J. Bedard

Bethel lutheran Church and School

Roy and Dorothy Billings

Michele Brown

William and Susan Carter

anthony and Mary Cefalu

Ms. Dorothy Chen

Jerome Chester

Reese and Kathleen Cutler

Sharon Dunn and Joe Miller

Faultline Brewing Company

Janet Fee

Dr. Martin and Barbara Fishman

Mr. and Mrs. John R. Fitzhenry

Mr. Falko Forbrich

Michael and Mary ellen Fox

Diane Hawkes

Janet Heldt and Crystal West

Mr. Paul Hepfer

Ira and Karen Holtzman

James and Diane Hutchison

Kaiser Permanente / KP Financial SVCS OPS

Robert a. Karchevski

Stephen lewallen

lucy lofrumento

los Gatos Community Foundation

Kathy Meier McCarthy, J.D.

McDonnell Investment Management

John V. Moore

Jeffrey Motto

David Neighbors, CPa

Jane Bindl Oi

Pacific Gas and electric

les and louise Persson

Pointer Management Company

Mr. and Mrs. Robert C. Quenelle

Rainbow Chamber of Commerce

Razoo Foundation

Silicon Valley Community Foundation

Mr. and Mrs. Dan Sisto, Jr.

Ms. Susan W. SooHoo

Mr. and Mrs. alfred Sporer

trang Van

Vaughan Nelson

Gary and Sharon Vergho

Mr. John M. Wernli

Westfield Property Management

Frank and Susan yaeger

Donor Circle$500 - 999

agave Mexican Bistro

Ms. Nancy C. altieri

amitabha Fund

timothy P. andre

anonymous

James and Jane asher

Martin H. Baccaglio

adu Bagley

Mary Jane Bateman

Mrs. lois Berg and Paul a. Berg

alicia Burgoon

Ms. Jan Buzbee

Celia’s Mexican Restaurant

Mary Chiao

Kathleen and Philippe Ciampossin

William Corneth

Mr. and Mrs. Gordon K. Davidson

louise De Putron

Fahrenheit Ultra lounge & Restaurant

John Fehmer

Dr. and Mrs. Stephen Fox

Mr. lance Freesh

Philip and Junko Freidin

Vivaltina Gallegos

Habana Cuba Restaurant

Ms. Margie a. Hammack

Heppy trust

Jocelyn K. Jackson

Marianne Jackson

Jewish Community Federation & endowment Fund

Marsha C. Jones

JustGive.org

David J. Katz and ann Moses

laurie Kelm

edson and Janice Kerswill

Mr. Michael Korek

Joseph lattuada

Steven and lina leung

Olga lizama

Mr. and Mrs. Bruce McFarlane

Mio Vicino

Ms. Sherilyn e. Moody

Donna l. Mueller

Mr. and Mrs. C. Richard Neely, Jr.

Paul Newhagen

Ms. Mary a. Page

Paolo’s Restaurant

John and Devonne Pencer

leslie Perez-Ortiz

Mr. George J. Petersen

Randall M. Presuhn

Robert and Marjorie Rice

anthony J. Richmond and Pilar S. Parducci

Mr. and Mrs. Reginald Ricket

Ms. Wendy Riggs

Joelle M. Rokovich

Ms. Patricia Salazar

Gunther and Sally Scheibel

Stephen and Christine Sedler

Ms. Irene Segura

Debbie Serio

Mr. Robert N. Seymour

Shirley a. Wilson Insurance Services

Mrs. Ramona Singh

Daniel Steinberg

Judith Stewart

Ms. Carol e. tanton

Dr. Geoffrey and linda M. tootell

United Way Silicon Valley

thomas J. Valore

Ms. Cheryl Venuto

Mr. and Mrs. Roger W. Wells

eric and Birgit Werner

Marguerite Will

William H. Cilker Family Foundation

William and Janne Wissel

Panya Wongsenakhum

Destination: Home DonorsRita Rothstein

James Hodgson

Paul Pereira

Pam Dickinson

Brian McDonald

alejandra Chavez

Carla Freeman

alenja Brugos

Kelly Spivey

Jimmy lu

Guadalupe Herrera

Vilma K. Pallette

Phillip t. Smith

luther Jackson

anne C. Jinks

Kathleen yates

Patricia Fisher

City of Sunnyvale, City Manager’s Office employees

William H. Cilker Family Foundation

Brian J. Manion

Jennifer loving

lesa Sroufe & Co.

Stephen R. lawrence

Gregory K. Roberts

Silicon Valley Community Foundation

Pacific Gas and electric

eBay Foundation

Cisco

Sobrato Family Foundation

Hurlbut-Johnson Charitable trusts

Knight Foundation

City of San Jose

Gift-In-Kind DonorGifts-In-Kind valued at $500 and more

Second Harvest Food Bank

Sobrato Family Foundation

Pamela Bender

Sushi Confidential

Pamela Bender

Marty terzakis

aperture acadamy

Mauve Skin Care

Higher Fire

Partida tequilla

Bay area Glass Institute

Sushi Randy

Michaels- Colman Store

Margaret Ryan

lynda Bowlin

Gifts of all levels are critical to the success of our work and we thank all our donors for their generous support. Due to space limitations, this list includes donors who contributed at the level of $500 or more between July 1, 2014 and June 30, 2015. every attempt has been made to assure the accuracy of this list and we apologize for any inadvertent errors or omissions. Please call 408.513.8711 or email donations@healthtrust.org for any changes. thank you for your support of the Health trust.

Charles Bullock, Ph.D, Board Chair

Roberta l. Robins, J.D., Board Vice Chair

Cindy Ruby, Board Secretary

Craig Capurso

Darren a. Cde Baca , C.I.M.a., C.F.P.

David Katz, M.a., M.B.a.

3180 Newberry Drive, Suite #200

San Jose, CA 95118

(408) 513-8700

www.healthtrust.org

The Health Trust Board of Trustees 2014-2015

David Neighbors, C.P.a.

emily lam, M.P.P.

Frederick J. Ferrer, M.S.

Jim Heerwagen B.S.C.

Juan a. Benitez

Kathy M. McCarthy, J.D.

Marianne Jackson, M.a.

Michael Celio, J.D.

Monique H. lambert, Ph.D.

Richard P. triolo, J.D.

the Health trust is a strategic agent of change. We embrace San Jose’s rich history of diversity and community organizing as well as the innovation and business savvy of Silicon Valley’s tech sector. We set high standards for ourselves and our partners as we look for new solutions to the root causes of local health inequities. Unlike most foundations, “funder” is not the Health trust’s only role. When needed we also provide direct services, build community partnerships, advocate for policy change, raise money, and lead new initiatives. We are willing to do whatever is needed to implement our strategic vision and turn the hope of health for all into a reality in Silicon Valley.

Thank You