As we began 2014, we measured our accomplishments and progress

against the goals we made more than five years ago. Now it’s time for us

to look ahead and raise the bar with new five-year goals for each of our

initiatives: Healthy Eating, Healthy Living, and Healthy Aging.

One of our defining characteristics is that we’re not afraid to take on tough issues,

especially where our engagement could make the maximum impact. San Jose is the

largest US city without fluoridated water, resulting in poor oral health, especially

in low income children. The Santa Clara Valley Water District, with funding from

The Health Trust, FIRST 5 Santa Clara County and the California Dental Association

Foundation, has begun to implement plans to fluoridate its water system. In the

next five years we will continue the fight to bring the benefits of fluoridated water

to all San Jose residents.

As people age, they want to stay in their homes for all that it represents:

independence, familiarity, dignity, security, and connection. We believe that

we should make that option more attainable for everyone, not just for the

wealthy. Our goal is to see older adults receiving the services they deserve

in their neighborhoods, and that there is a system of benefits paying for that

support.

Currently, we serve about 80,000 hot meals a year to our Meals on Wheels

clients. We pledge to double the number of meals served by developing a social

enterprise, which will sell healthy meals to the general public with the profits

subsidizing Meals on Wheels for low income seniors.

We are faced with an ever widening income gap. Although we live in one of the

healthiest and wealthiest areas of the world, we have a growing poverty and

homeless rate. We need to become uncomfortable with this “tale of two cities”

reality. Through our Destination: Home program, we will commit to a plan to end

chronic homelessness.

We’ve provided over 100,000 patient visits in the past five years at our two dental

centers. Our pledge is to continue oral health education and open a third dental

center.

We pledge, with your support, to invest $80 million in these efforts, and more, over

the next five years. We have our work cut out for us, but we are confident that with

the support of our staff, grantees, residents and partners we can, and must, make

Silicon Valley healthier for everyone.

The Health Trust Financial Overview Fiscal Year ended June 30, 2014

Statement of Activities

Revenue:

Public support $8,558,000

Fee for service and other fees 3,093,000

Net investment and other revenues 14,474,000

Total support and other revenues 26,125,000

Expenses:

Healthy Living (incl. grants) 7,892,000

Healthy Aging (incl. grants) 2,666,000

Healthy Eating (incl. grants) 2,119,000

Financial Administrative Support Services 1,985,000

Total programatic expenditures 14,662,000

Management and general 2,248,000

Fundraising 506,000

Total support services 2,754,000

Total expenses 17,416,000

Change in net assets $8,709,000

Statement of Financial Position

Assets:Cash and cash equivalents $2,862,000 Investments 104,510,000 Receivables and prepaids 2,434,000 Property and equipment, net 6,425,000 Other assets 7,868,000

Total assets 124,099,000

Liabilities:Accounts payable 559,000 Grants payable 1,326,000 Other accrued expenses 1,407,000

Total liabilities 3,292,000

Net Assets:Unrestricted 116,807,000 Temporarily restricted 3,830,000 Permanently restricted 170,000

Total net assets 120,807,000

Total liabilities and net assets $124,099,000

FY 2010

$100

FY 2011

$115

FY 2012

$106

FY 2013

$112

FY 2014

$121$130

$110

$90

$70

$50

Frederick J. FerrerChief Executive Officer

Dr. Charles Bullock2013-2014 Chair, Board of Trustees

Net Asset History ($ in Millions)

LOOKING FORWARD

Wellness Visionary$500,000 and up

Google

FIRST 5 Santa Clara County

City of San José HOPWA

City of San José Housing Department

County of Santa Clara Department of Public-

Health - Ryan White Funding

Wellness Champions$100,000 to $499,999

CaliforniaVolunteers

Ghisolfo Trust

City of San José HOPWA SPNS

The David & Lucile Packard Foundation

Sourcewise (previously the Council on Aging)

U.S. Department of Agriculture

Director’s Circle$25,000 - 99,999

The SCAN Foundation

Waterstone Investors LLC

Consulate General of México in San José

M•A•C AIDS Fund

County of Santa Clara Social Services Agency

Orchard House, Inc.

Benefactor’s Circle$10,000 - 24,999

Nancy Handel

City of Sunnyvale

Macy’s Passport Fund

Graystone Consulting

Tensentric, Inc.

Santa Clara Valley Water District

Elsie & Josephine Colomobo Charitable Trust

Hurlbut-Johnson Fund, an advised fund of the

Silicon Valley Community Foundation

LinkedIn Corporation

Investor’s Circle$2,500 - 9,999

Trang Van

Watergarden Corporation

Dr. Martin and Barbara Fishman

Banfield Charitable Trust

The Davidson Family Foundation

Mr. and Mrs. Dan Sisto, Jr.

Robert A. Karchevski

Gregory M. Krodel

Richard and Geraldine Boucher

The Staple Family Fund

Willoughby, Stuart & Bening

Jockers Family Foundation

City of Mountain View

Bryce and Darla Beck

Amici’s Capital Corporation

Cynthia and Allen Ruby

Keker & Van Nest LLP

BD Biosciences

Broadway Cares/Equity Fights AIDS

City of Milpitas

The Burt and Barbara Foundation

Darren and Jill Cde Baca

Mission City Community Fund

Rick Peral

Grace A. Sanfilippo

City of Campbell

Douglas and Janet Ginter

Star One Credit Union

WD Foundation

CBIZ Accounting, Tax, & Advisory of San Jose

Jane B. Oi

Brandywine Global Investment Management

Pointer Management Company

Catered Too!

J. Philip and Jennifer Dinapoli Foundation

WD Foundation

Leadership Circle$1,000 - 2,499

Gunther and Sally Scheibel

Jeffrey Motto

John and Devonne Pencer

Susan W. SooHoo

Dorothy Chen

Frederick J. Ferrer

Todd Hansen

Mr. David B. Costa

Ms. Suzanne M. Avina

Ms. Janet B. Stratton

Roberta Robins, J.D.

John and Tashia Morgridge

Kate Finn

Michele Brown

Target Corporation

Impact 4 Good LLC

Marianne Jackson

Kaiser Permanente / KP Financial SVCS OPS

Frank and Susan Yaeger

Amitabha Buddhist Society of USA

Bodhi Tree Concerts North

James and Diane Hutchison

Shannon Brayton

Louise De Putron

Mary Chiao

Reese and Kathleen Cutler

Chacho’s Restaurant

Arcadia Modern American Steakhouse

Fred J. Bedard

Sharon Dunn and Joe Miller

Shirley A. Wilson Insurance Services

Thelmer and Patricia Aalgaard

Yatman Lai

Aristotle Capital Management, LLC

Build-A-Bear Workshop Bear Hugs Foundation

Donald and Elizabeth Allen Family Fund

FaultLine Brewing Company

The Carter Family Charitable Foundation, Inc

Vaughan Nelson Investment Management, LP

Henry’s World Famous Hi-Life, INC.

Michelle Parodi Knight

Sharon Dunn and Joe Miller

Donor Circle$500 - 999

Alameda Family Funeral and Cremation

Associated Mortage Bankers

Dr. and Mrs. Stephen Fox

Jon J. Breen

Paul Hepfer

Irene Segura

Jan Buzbee

Ashley Cobb

Dr. Kenneth E. Haughton

Eric and Birgit Werner

Florence L. Bass

Heppy Trust

Janna Gonzalez

Jerome Chester

Joe and Carolyn Booker

Joelle M. Rokovich

John Fehmer

Judith Stewart

Ki Cam

Kristen Tsukushi

Lynne Casey

Los Gatos Community Foundation

Anthony and Mary Cefalu

Carol E. Tanton

Timmothy P. Andre

Marguerite Will

Marsha C. Jones

Monique H. Lambert, Ph.D.

Mr. and Mrs. Bruce McFarlane

Mr. and Mrs. Paul Sidenblad

Mr. George J. Petersen

Ms. Sherilyn E. Moody

Ms. Susan J. Overstreet

Panya Wongsenakhum

Philip and Junko Freidin

Robert and Marjorie Rice

Robert Bodnar

Space Systems/Loral

Stephen and Christine Sedler

Susan Devencenzi

Virginia Wulff

William and Janne Wissel

William and Sandra Cooper

William H. Cilker Family Foundation

Habana Cuba Restaurant

T Vargo

Diane Reese

Sports Basement

Sally Longinetti

Jack Collishaw

Agave Restaurant

Emily Harrison

Donna L. Mueller

Ms. Maria C. Bartelt

Sonoma Chicken Coop

Mr. John M. Wernli

Paul Newhagen

Keith and Jill Parks

Robin Materials, Inc.

Diane Hawkes

Richard and Carol Neville

Joseph Lattuad

Destination: Home Donors

City of San Jose

Applied Materials, Inc.

Symantec Corporation

Cupertino Electric

eBay Foundation

Silicon Valley Community Foundation

John Boncher

Martin Family Foundation

Tunc Doluca

Jim Koshland

Kim Le

Rita Rothstein

Salesforce.com Foundation

Gennette E. Lawrence

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

Adobe Foundation

The Cypress Hotel

Disneyland

Sound In Motion

National Charity League-Orchard Valley Chapter

Silicon Valley Restaurant Week

Rainbow Chamber of Commerce

iHeart Media SF

Star 101.3

106 KMEL

BD Bioscience

San Jose Mercury News

Second Harvest Food Bank of Santa Clara and

San Mateo County

Sobrato Family Foundation

San Jose Flea Market

Bumb Family

Rich Alvari

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,

2013 and June 30, 2014. 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

Juan A. Benitez

David Neighbors, C.P.A.

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

3180 Newberry Drive, Suite #200

San Jose, CA 95118

(408) 513-8700

www.healthtrust.org

The Health Trust Board of Trustees 2013-2014

Michael Celio, J.D.

Kathy M. McCarthy, J.D.

Frederick J. Ferrer, M.S.

Martin Fishman, M.D.

Marianne Jackson, M.A.

David Katz, M.A., M.B.A.

Emily Lam, M.P.P.

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

© The Health Trust 2013-2014 San Jose, CA 01/14

A N N U A L R E P O R T 2 0 1 3 - 2 0 1 4

The Health Trust won Google’s Bay Area Impact Challenge by proposing to increase access to affordable produce, June 3, 2014.

Hosts Adam Morrella and Paloma Cano launched the inaugural season of Health Trust TV, June 4, 2014.

San Francisco 49ers players and staff delivered nutritious meals to Meals on Wheels clients, Nov. 18, 2013.

The Health Trust and partners broke ground on California’s first Educare school, Educare at Silicon Valley, June 5, 2014.

The Good. To Go. campaign aimed to raise consumer awareness for the Fresh Cart Mobile Vending and Healthy Corner Store Programs.

Dining Out For Life, in April 2014, raised funds for The Health Trust AIDS Services Program, which provides support for over 800 clients.

The Health Trust hosted the former director of the Centers for Disease Control Dr. Julie Gerberding, the launch of our Five Year Initiative and held a mayoral candidate debate for the City of San Jose, Jan. 16, 2014.

HEALTHY EATING

177,108pounds 3,110

students

volunteers7,534

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

income families.

from corprate partners and Silicon Valley HealthCorps provided 42,516 hours of service through our

partner organizations.

from third grade through high school attended

garden-education programs taught by the

Silicon Valley HealthCorps.

`

Google Impact Challenge Award The Health Trust’s Healthy Eating Initiative won

the Google Impact Challenge Award – a total

of $500,000 – to create access to affordable

produce for underserved communities in

Santa Clara County. Over 2 years the Health

Trust will distribute 50,000 Lbs of produce to

10,000 low-income residents.

Good. To Go.The launch of our San Jose campaign, Good.

To Go., promoted access to healthy foods

in low-income neighborhoods. Through The

Healthy Corner Store Program, the Fresh

Carts Mobile Vending Program, and Small

Farmer’s Markets, residents can find tasty

foods on the go such as fresh produce and

low-sugar snacks.

Fresh CartsFresh Carts is a mobile produce vending

program designed to bring affordable healthy

food to low-income neighborhoods. Fresh

Carts Silicon Valley is just one of The Health

Trust’s strategies to make healthy food

available to all residents

The Good. To Go. campaign aimed to bring tasty affordable produce to neighborhoods.

Through the Fresh Carts Mobile Vending Program, residents can find fresh produce on the go.

HEALTHY LIVING

`

AIDS FundraisersOur annual fundraisers, Dining Out for Life and

Hike & Bike, raised over $150,000 to support

more than 800 clients served by our AIDS

Services Program.

Open Air Health FairMore than 3,000 people attended the 12th

annual Open Air Health Fair at The San Jose

Flea Market. 300 individuals received flu shots,

vision screenings, and oral health screenings,

among other services.

Destination: Home

Destination: Home, a program of The Health

Trust, requested a new $4 million annual

allocation for up to 10 years from Santa

Clara County’s Measure A funds to establish

a permanent supportive housing fund. The

County established the fund, along with Office

of Supportive Housing for oversight, and

incorporated our Housing 1000 Campaign

into their system of care. Housing 1000

placed 835 chronically homeless people into

permanent housing. Destination: Home

served as the convening organization to

develop a new Community Plan to End

Homelessness.

childrenfrom 2,958 families were enrolled in health

insurance.

4,631

3,794 classes

on nutrition education offered, including My Plate, Rethink Your Drink

and Healthy Eating on a Budget.

+30,000received oral health prevention and

dental services.

children

The Open Air Health Fair offered health screenings to uninsured individuals.

Hike & Bike, sponsored by Palo Alto Medical Foundation, Santa Clara Valley Water District, Therma Inc., and El Camino Hospital, raised more than $90,000, Nov. 9, 2013.

HEALTHY AGINGCoordinated Care Initiative (CCI)Healthy Aging staff led the development of

consumer fact sheets for use by health care

social services providers in reaching the

38,000 county residents that will be affected

by the Cal MediConnect program: a program

combining and managing Medicare and

MediCal services for the care of seniors and

persons with disabilities.

AGEnts for ChangeAGEnts for Change Volunteers created “A

Good Place to Start,” a simple brochure

of valuable safety net services for older

adults. The brochure, created and printed

in partnership with the Santa Clara County

Senior Agenda, Sourcewise and Outreach,

is availiable in four languages. Hundreds of

copies have been distributed for use by the

community’s older adults and their families.

Senior Peer Advocates (SPA)19 SPA volunteers at 19 locations throughout

Santa Clara County provided information and

referral services to more than 900 older adult

clients.

79,877hot meals

were delivered to 599 homebound seniors and disabled persons by our Meals On Wheels drivers and

volunteers.

384hours

invested by AGEnts for Change to advance policies benefitting

older adults.

2,056hours

volunteered by Senior Peer Advocates helped to serve

more than 900 clients.Volunteers helped deliver hot meals for our Meals on Wheels program.

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

San Francisco 49ers players present an autographed football and a hot meal to Meals on Wheels clients, Nov. 18, 2013.