This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $1,590,709,458 | $1,448,413,251 | $725,706 | $4,680,922,482 | $3,970,177,473 |
| FY2023 | 990 | $1,539,570,652 | $1,318,965,927 | $753,854 | $3,959,324,151 | $3,544,394,372 |
| FY2022 | 990 | $1,438,940,478 | $1,259,904,561 | $480,303 | $3,688,824,619 | $3,244,191,735 |
| FY2021 | 990 | $1,514,036,093 | $1,232,494,937 | $616,534 | $3,875,566,851 | $3,359,097,955 |
| FY2020 | 990 | $1,371,656,268 | $1,157,911,232 | $1,379,015 | $3,482,350,019 | $2,952,084,784 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 84% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| California Health Foundation & TrustSAN DIEGO, CA | Medi-Cal Program | $1,056,940 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher D Howard | PRESIDENT & CEO SHC | 1.0 | $0 |
| Emily Cole Md | SECRETARY | 2.0 | $22,650 |
| Lori Moore | CHAIR | 2.0 | $0 |
| Marilyn Brown | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Medi-Cal Program |
| $599,422 |
| 2023 |
| California Health Foundation & TrustSan Diego, CA | Medi-Cal Program | $539,734 | 2021 |
| California Health Foundation & TrustSan Diego, CA | Medi-Cal Program | $453,862 | 2024 |
| California Health Foundation TrustSan Diego, CA | Medi-Cal Program | $205,871 | 2022 |
| San Diego Family CareSan Diego, CA | Bi-annual contribution | $65,000 | 2022 |
| San Diego Family CareSan Siego, CA | Annual Contribution | $65,000 | 2024 |
| San Diego Family CareSAN DIEGO, CA | Provides primary community mental health and medical care | $65,000 | 2020 |
| Alzheimer's Association San DiegoSan Diego, CA | Annual Sponsorship | $36,500 | 2020 |
| ALZHEIMER'S ASSOCIATION SAN DIEGOSAN DIEGO, CA | Annual Sponsorship | $32,500 | 2021 |
| Alzheimers San DiegoSan Diego, CA | 2022 Partnership | $31,500 | 2022 |
| Alzheimer's San DiegoSan Diego, CA | 2024 Partnership | $31,500 | 2024 |
| Alzheimer's San DiegoSan Diego, CA | 2023 Partnership | $31,500 | 2023 |
| SAN DIEGO FAMILY CARESAN DIEGO, CA | PROVIDES PRIMARY COMMUNITY MENTAL HEALTH AND MEDICAL CARE | $31,500 | 2021 |
| American Heart AssociationLa Jolla, CA | Annual Sponsorship | $30,000 | 2022 |
| American Heart AssociationDes Moines, IA | Pledge Go Red for Women | $25,000 | 2023 |
| American Heart AssociationLa Jolla, CA | Pledge Go Red for Women | $25,000 | 2024 |
| American Heart AssociationDes Moines, IA | Annual Sponsorship | $15,000 | 2020 |
| Life Rolls on FoundationLos Angeles, CA | Annual Sponsorship | $12,000 | 2023 |
| Life Rolls on FoundationLos Angeles, CA | Annual Sponsorship | $12,000 | 2022 |
| Life Rolls on FoundationLos Angeles, CA | Sponsorship of "They will Surf Again" | $12,000 | 2024 |
| San Diego Crew ClassicSan Diego, CA | Annual Sponsorship | $10,000 | 2022 |
| San Diego Crew ClassicSan Diego, CA | Annual Sponsorship | $10,000 | 2023 |
| San Diego Crew ClassicSAN DIEGO, CA | Annual Sponsorship | $10,000 | 2020 |
| Transplant Life FoundationGrand Terrance, CA | General Sponsorships | $8,500 | 2022 |
| 3.0 |
| $0 |
| Patricia Khaleghi | SVP MARKET CEO | 50.0 | $0 |
| Stefanie Benvenuto | VICE CHAIR | 2.0 | $0 |
| Aasif Parekh | DIRECTOR THRU 01/2024 | 2.0 | $0 |
| Casey Castillo | DIRECTOR | 1.0 | $0 |
| Charles Athill Md | DIRECTOR | 5.0 | $48,261 |
| Christopher Walker | DIRECTOR AS OF 05/2024, COO | 2.0 | $0 |
| Craig Saffer Md | DIRECTOR THRU 12/2023, CHIEF OF STAFF | 3.0 | $116,700 |
| Derek Quackenbush | DIRECTOR | 2.0 | $0 |
| Frederick Johnson Md | DIRECTOR | 1.0 | $0 |
| Howard Smart Md | DIRECTOR THRU 12/2023 | 1.0 | $14,475 |
| James Smith Iii | DIRECTOR | 2.0 | $0 |
| Jershonda Hartsfield Md | DIRECTOR AS OF 01/2024 | 2.0 | $7,800 |
| Joe Bellezzo Md | DIRECTOR THRU 07/01/2024 | 2.0 | $39,000 |
| Linda Caballero-Sotelo | DIRECTOR THRU 12/31/23 | 2.0 | $0 |
| Pamela Wells | VP PATIENT CARE SVCS THRU 05/06/2024 | 50.0 | $0 |
| Paola Avila | DIRECTOR | 1.0 | $0 |
| Richard Coutts Md | DIRECTOR | 1.0 | $0 |
| Tom Gildred | DIRECTOR | 1.0 | $0 |
| Anthony Guerra | CHIEF FINANCE-MARKET GROWTH OFFICER-SMH | 50.0 | $0 |
| Doug Watson | SVP & CFO SHC THRU 2/2/2024 | 2.0 | $0 |
| Rick L Grossman | SVP GENERAL COUNSEL | 3.0 | $0 |
| Susan Green | EVP & CFO SHC AS OF 1/15/2024 | 2.0 | $0 |
| Gregory Blank | CHIEF ADMINISTRATIVE OFFICER | 40.0 | $0 |
| Julie Abraham | DIR PHARMACY | 40.0 | $0 |
| Maria Colombo | CNO SPECIALTY HOSP | 40.0 | $0 |
| Christiana Paul | VP PATIENT CARE CONTINUUM | 40.0 | $0 |
| Danny Dubon | PERFUSIONIST | 40.0 | $0 |
| Fadi Nicolas | CMO SHARP BEHAVIORAL HEALTH | 40.0 | $0 |
| Leny Flores-Lim | LD CLINICAL NURSE | 40.0 | $0 |
| Thomas Lawrie | CHIEF MEDICAL OFFICER | 40.0 | $0 |
| Brett G Mcclain | FORMER OFFICER | 5.0 | $0 |
| Staci L Dickerson | FORMER OFFICER | 0.0 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Sep 30, 2023IRS bulk XML
Filing id 202422279349302237
Form 990 · FY2022 · period ending Sep 30, 2022
Filing id 202312269349302086
Form 990 · FY2021 · period ending Sep 30, 2021
Filing id 202222239349302902
Form 990 · FY2020 · period ending Sep 30, 2020
Filing id 202112259349301326
Form 990 · FY2019 · period ending Sep 30, 2019
Filing id 202012269349301781
Form 990 · FY2018 · period ending Sep 30, 2018
Filing id 201922219349301532
Form 990 · FY2017 · period ending Sep 30, 2017
Filing id 201832209349301338
Form 990 · FY2016 · period ending Sep 30, 2016
Filing id 201712149349301081
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.