Mayor Sam Liccardo and the City of San Jose made the City’s suite available to All The Way Home, and hosted recently housed veterans for Game 4 of the Stanley Cup Final.

A N N U A L R E P O R T 2 0 1 5 - 2 0 1 6

For its 11-year anniversary, the Applied Materials Silicon Valley Turkey Trot continued its support of Better Choices, Better Health, a chronic disease self-management program.

The Health Trust and oral health partners welcomed California State Dental Director Dr. Jay Kumar. In attendance were representatives from FIRST 5 Santa Clara County, Santa Clara County Public Health Department, San Jose Water Company, Santa Clara Valley Water District, and Councilmember Magdalena Carrasco.

As a proud supporter and funder, The Health Trust joined in celebrating the grand opening of Educare California at Silicon Valley, an early learning center aimed at preventing the achievement gap for children ages 0 to 5.

Santa Clara County Supervisors Cindy Chavez and Joe Simitian helped ring in the inaugural Health Trust World AIDS Day Gala, celebrating the HIV/AIDS community in Silicon Valley.

Funded by FIRST 5 Santa Clara County’s Learning Together Initiative, the Rita Chavez Family Resource Center opened this year in East San Jose, offering free programs to strengthen families and provide a healthy start to children.

Santa Clara County Supervisors Mike Wasserman and Dave Cortese and Frederick J. Ferrer, CEO of The Health Trust, are joined by representatives from the County of Santa Clara, and leaders from Abode Services, Google, and the Irvine Foundation to launch Project Welcome Home, California’s first Pay for Success endeavor, that provides housing and supportive services for the chronically homeless and aims to improve quality of life and reduce reliance on costly government services.

HEALTHY LIVING HEALTHY AGINGThe 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.

79,677hot meals

delivered to 568 homebound seniors and persons with disabilities by

our Meals On Wheels drivers and volunteers.

Margaret and Pat Ryan, mother-daugther donors to Meals On Wheels, have made and given over 200 quilts to our seniors.

The Health Trust partnered with Happy Hollow Park & Zoo and Happy Hollow Foundation to present the Senior Safari Walkabout series, a great way for seniors to get exercise while enjoying the beautiful sights and sounds of Happy Hollow Park & Zoo.

436invested by AGEnts for

Change to advance policies benefiting older adults.

hours1,155

volunteered by Senior Peer Advocates (SPA).

clients831served with hours

750+visitors

over the age of 50 attended Senior Safari Walkabout

at the Happy Hollow Park & Zoo.

This year, the Healthy Aging Initiative

continued its leadership in community

efforts supporting older adults.

AGEnts for Change served

on the Steering Committee of San

Jose’s successful effort to obtain Age Friendly status from the World

Health Organization and provided

ongoing advocacy on the two-year

action plan to implement Vision Zero, San Jose’s traffic safety plan.

To further encourage physical activity,

The Health Trust spearheaded Senior Safari Walkabout, an exercise

event series, in partnership with Happy

Hollow Park & Zoo and its Foundation.

Seniors enrolled in Digital Aging Mastery, a program teaching older

adults how to use tech and social media

to avoid isolation and encourage virtual

interaction, graduated together and

celebrated their newfound connectivity.

Better Choices, Better Health, a chronic disease self-

management program, taught 600

individuals how to self-manage their

chronic disease.

HEALTHY LIVING HEALTHY EATINGThe 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.

clientsenrolled in programs designed

to strengthen families and support children’s successful entrance into kindergarten.

1661 10,120participants

received nutrition education, including My Plate, Rethink Your Drink

and Healthy Eating on a Budget.

28,857received oral health prevention and

dental services.

children Our Open Air Health Fair offered health screenings and flu shots to uninsured individuals and families at The San Jose Flea Market.

Hike & Bike, an AIDS Services fundraising event, brought together health advocates, HIV/AIDS supporters, and community members at Hellyer County Park to participate in a 5K walk or 30-mile bike ride.

peopleserved by 139 employees

at The Health Trust.

60,000+

The Healthy Living Initiative planted the

seed of good health for individuals and

families alike. Funded by FIRST 5 Santa Clara County, The

Health Trust Family Resource Centers opened a new location

to provide additional free family-

strengthening workshops, and in a huge

milestone, began to offer parenting

workshops to incarcerated parents at

Elmwood Correctional Facility. To ensure

family wellness, The Health Trust also

provided Health Insurance Enrollment assistance to

over 5,000 individuals. In the face of a

widespread and pervasive homeless

crisis, The Health Trust expanded its

Housing Services to provide intensive

case management to an additional 175

clients who were chronically homeless.

Housing Services was also awarded a

pilot program to further its work with

HIV/AIDS clients. Destination: Home launched “All The Way Home,” a campaign to end veteran

homelessness in Santa Clara County by

Veterans Day 2018.

HEALTHY EATING

177,204pounds

of free or low-cost produce was distributed to

low-income families (over 66,000 of which was locally sourced).

23,717individuals

referred to resources to alleviate hunger in the

second year of our VISTA grant.

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

quality, nutritious food.

participantsreceived nutrition education, including

My Plate, Rethink Your Drink and Healthy

Eating on a Budget.

28,857A corporate volunteer group from Google, one of many volunteer parties to help out at The Jerry Larson FOODBasket.

The Health Trust in partnership with the City of San Jose released Food for Everyone, a thorough assessment of healthy food access among low-income seniors and individuals that are homeless in San Jose.

downloads of our Good. To Go. mobile app, used to locate the nearest Healthy Cornerstore,

farmers’ market or Fresh Cart.

1,977

and one mobile farmers’ market were established to improve access to healthy

foods in low-income neighborhoods.

Healthy Cornerstores15

Under the Healthy Eating Initiative, The

Health Trust in partnership with the Silicon

Valley Leadership Group Foundation

brought over 100 salad bars to schools in Santa Clara County. Bringing food access to

the forefront with our release of Food for Everyone, a solutions-driven

assessment detailing food inequities for

low-income seniors and individuals that

are homeless, The Health Trust formed

a taskforce, made up of key community

leaders and organizations, to ensure its

findings and recommendations result

in actionable solutions. Continuation of

food support through The Jerry Larson FOODBasket has

brought hundreds of thousands of

pounds of fresh produce, much of

which was locally sourced, to our clients

living with HIV/AIDS and families in our

Family Resource Centers. Expansion

of Good. To Go. outlets, now

at 24 locations, and the release of our

Good. To. Go mobile app, has furthered

community awareness and access to

healthy, local food options.

Over the past few years we’ve tackled our Valley’s toughest health challenges by focusing our work through three initiatives: Healthy Living, Healthy Aging, and Healthy Eating. As a result, we’ve made significant progress in making Silicon Valley healthier for everyone.

This year, Our Good. To Go. campaign, Healthy Cornerstores, Fresh Carts, and support of mobile Farmers’ Markets and Salad Bars to Schools has drastically increased the accessibility and consumption of healthy food.

AGEnts for Change and Senior Peer Advocates (SPA) programs have given seniors the tools to advocate for policies and to receive services that help them age well.

This year we expanded our Housing Services to house more people who were homeless and help them live healthier lives. We increased the number of Family Resource Centers we operate and expanded our work to Elmwood Correctional Facility to help parents raise healthy children.

Our release of Food for Everyone, a comprehensive assessment of healthy food access among low-income seniors and individuals that are homeless in San Jose, painted a vivid picture of the food insecurities these populations face. But it also presented us with the information we need to drive informed decision making by policymakers and food providers in order to maximize resources in the effort to end food insecurity and increase food access to seniors and individuals that are homeless.

To date, we’ve formed a Food Access Implementation Task Force, consisting of City and County officials, and nonprofit partners, that is charged with ensuring that the findings of Food for Everyone result in actionable solutions.

As we move forward, we will continue to help our region’s most vulnerable communities by solving root problems that create lasting change and significantly improve health in Silicon Valley.

Ensuring that the forgotten are empowered, that the voiceless are heard, that the homeless are housed, and that the hungry are fed will be what we charge ourselves to accomplish and the measure by which we will hold ourselves accountable.

As always we recognize that our work is only possible with a dedicated, talented and mission-driven staff coupled with key government and nonprofit partners. All of which rely on the generous investments by our donors and volunteers.

Making health accessible for everyone will come with its challenges, but together we are prepared to tackle these challenges head on.

We hope you’ll join us.

The Health Trust Financial Overview Fiscal Year ended June 30, 2016

Consolidated Statement of ActivitiesRevenue:

Public support $10,852,000 Fee for service and other fees 3,761,000 Net investments and other revenues (4,126,000)

Total support and other revenues 10,487,000

Expenses:Healthy Living (incl. grants) 11,606,000 Healthy Aging (incl. grants) 2,875,000 Healthy Eating (incl. grants) 1,893,000 Financial Administrative Support Services 2,615,000

Total programatic expenditures 18,989,000

Management and general 2,167,000 Fundraising 335,000

Total support services 2,502,000

Total expenses 21,491,000

Change in net assets ($11,004,000 )

Consolidated Statement of Financial Position

Assets:Cash and cash equivalents $2,191,000 Investments 89,316,000 Receivables and prepaids 2,504,000 Property and equipment, net 5,629,000 Other assets 7,770,000

Total assets $107,410,000

Liabilities:Accounts/Grants payable 525,000 Other accrued expenses 1,408,000

Total liabilities $1,933,000

Net Assets:Unrestricted 102,696,000 Temporarily restricted 2,610,000 Permanently restricted 171,000

Total net assets 105,477,000 Total liabilities and net assets $107,410,000

FY 2016

$105

FY 2012

$106

FY 2013

$112

FY 2014

$121

FY 2015

$116$130

$110

$90

$70

$50

Frederick J. FerrerChief Executive Officer

Dr. Charles Bullock2015-2016 Chair, Board of Trustees

Net Asset History ($ in Millions)

Making Health Accessible

Wellness Visionary$500,000 and up

City of San Jose Housing DepartmentCounty of Santa Clara Public Health DepartmentFIRST 5 Santa Clara County

Wellness Champions$100,000 to $499,999

Applied Materials Silicon Valley Turkey Trot / Silicon Valley Leadership Group FoundationCounty of Santa Clara Behavioral Health Services DepartmentCounty of Santa Clara Office of Supportive HousingCounty of Santa Clara Social Services AgencySourcewiseState of California AmeriCorpsU.S. Department of Agriculture Agricultural Marketing ServiceU.S. Department of Agriculture National Institute of Food and AgricultureEstate of Jack Winchester

Director’s Circle$25,000 - 99,999

Aetna FoundationBrocade Communications Systems, Inc.City of San Jose City Manager’s OfficeCity of San Jose Parks, Recreation and Neighborhood ServicesConsulate General of Mexico in San JoseHousing Authority of Santa Clara CountyHurlbut-Johnson Charitable TrustsLeslie Family FoundationThe Joseph and Vera Long FoundationMAC AIDS FundThe George and Judy Marcus Family FoundationSCAN Foundation

Benefactor’s Circle$10,000 - 24,999

Applied Materials Inc.The Burt & Barbara FoundationMichael Celio, J.D.City of CampbellCity of SunnyvaleGenentech, Inc.Gilead SciencesHandel Sunrise FoundationMagnum Medical SalesNational Council On AgingSCAN Health Plan

Wells FargoInvestor’s Circle$2,500 - 9,999

AIDS Healthcare FoundationThe BFF Inc.Bryce and Darla BeckBoucher Family FoundationBroadway Cares/Equity Fights AIDSCatered Too!CBIZ - Benefits & Insurance Services, Inc.City of MilpitasCity of Mountain ViewDavid B. CostaJ. Philip and Jennifer DiNapoliThe Elizabeth Taylor AIDS Foundation and Macy’sFrederick J. FerrerMary Ellen and Michael E. Fox, Sr.Douglas and Janet GinterTodd and Amy HansenDiane HawkesJanet HeldtHeritage Bank of CommerceHugh Stuart Center Charitable TrustMarianne JacksonJockers Family FoundationGregory M. KrodelMacy’sJane OiLes and Louise PerssonRBC Wealth ManagementCynthia and Allen RubyStaple Family FundUnderwriters Laboratories Inc.

Leadership Circle $1,000 - 2,499

Edwin AikenDonald and Elizabeth Allen Family FundAltman-Aronow Charitable FoundationRoy and Dorothy BillingsMichele BrownThe Carter Family Charitable Foundation, IncAnthony and Mary CefaluJerome ChesterWilliam and Sandra CooperReese and Kathleen CutlerGordon and Carolyn DavidsonLouise De PutronTunc DolucaAndrea S. Elliott

Enterprise Holdings FoundationFASS - Financial Administrative Support ServicesHelen L. FellerSally J. Fong Family FundPhilip and Junko FreidinGilroy FoundationJohn S. & James L. Knight FoundationKieve FoundationMichael and Ina Korek Foundation TrustDeborah LawrenceLMA LAW LLP.Steve LopezLos Gatos Community FoundationMeals on Wheels AmericaJeffrey MottoPacific Gas and ElectricRandall M. PresuhnCarlos M. PuigRoberta Robins, J.D.Richard T. Rowley and Janet L. Eklund-RowleyPhyllis SchmitRobert N. Slinger FoundationSusan W. SooHooStar One Credit UnionTOSA FoundationSandra TullisUniversity of California BerkeleyTrang VanGary and Sharon VerghoVMC FoundationFrank and Susan Yaeger

Donor Circle$500 - 999

Martin BaccaglioLarry R. BaerCharles BoesenbergJoe and Carolyn BookerJohn Robert Burgoon Memorial Endowment FundMario BurniasJan BuzbeePaul CharellRowland and Dawn ChaseChing Huang ChengWilliam H. Cilker Family FoundationAshley CobbWilliam CornethRobert M. Del VecchioErnest and Cecilia EchavarriaDorothy G. Ellis

W. J. EmersonLynda and Stephen Fox, M.D.Lance FreeshGoogle, Inc.Brian and Carolyn HallaBen HardcastleHeppy TrustDeborah HigginsMichael HiraharaPeter A. HooperJocelyn K. JacksonTeresa JohnsonMarsha C. JonesAnita L. JuryEdson and Janice KerswillBruce and D’Anne McFarlaneLorraine B. MencimerPaul NewhagenTeresa O’NeillLaura OnoMichelle Parodi KnightGeorge J. PetersenStan QueenCecilia QuickMark Radcliffe and Judy BrinsonJo Ann RaissiRobert and Marjorie RiceReginald and Jean RicketRobin Materials, Inc.Joelle RokovichStephen and Christine SedlerIrene SeguraRobert N. SeymourMax and Judy SteinkeCraig StephensJudith StewartMargaret TaylorBill TobinDaniel WashabaughEric and Birgit WernerMarguerite WillWilliam and Janne Wissel

Gift-In-Kind Donors(Valued at $500 and more)

Second Harvest Food BankSobrato Family FoundationDeVero Inc.Morris KulikJeff LulenskiOla StankoSushi Confidential

3180 Newberry Drive, Suite #200

San Jose, CA 95118(408) 513-8700

www.healthtrust.org

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; 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

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, 2015 and June 30, 2016. 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.

Destination: Home DonorsCounty of Santa ClaraCity of San Jose - Capital CampaignCity of San Jose - Veterans CampaignDavid and Lucile Packard FoundationHurlbut-Johnson Charitable TrustsHousing Authority of the County of Santa ClaraSunlight GivingCJ FitzgeraldeBay FoundationLyn Myer Living TrustRita RothsteinGennette LawrenceFrederick J. FerrerWilliam H. Cilker Family FoundationGreater Milwaukee FoundationGregory RobertsC. Michael SperoAdam McCord & Heather HopkinsKatherine HillJennifer LovingMary BoughtonElizabeth FinchRick Williams

Charles Bullock, Ph.D., ChairRoberta L. Robins, J.D., Vice Chair

Cindy Ruby, Secretary

The Health Trust Board of Trustees 2015-2016

Craig CapursoDarren A. Cde Baca, C.I.M.A., C.F.P.

David Neighbors, C.P.A.

Emily Lam, M.P.P.Frederick J. Ferrer, M.S., CEO

Jim Heerwagen, B.S.C.

Marianne Jackson, M.A.Michael Celio, J.D.

David Katz