Cause IQ organization profile

California Wellness Foundation

Form 990s | Financials | Vendors | Personnel | Peers

California Wellness Foundation is a private foundation based in Los Angeles, CA that was founded in 1991. As of 2018 they had $54 million in revenue and $1.0 billion in assets.

The mission of The California Wellness Foundation is to improve the health of the people of California by making grants for health promotion, wellness education and disease prevention.

(818) 702-1900
Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for California Wellness Foundation

Fiscal year endingDate received by IRSFormPDF link
2018-12Feb 5, 2020990PFView PDF
2017-12Feb 21, 2019990PFView PDF
2016-12Jan 18, 2018990PFView PDF
2016-12Dec 29, 2017990PFView PDF
2015-12Mar 1, 2017990PFView PDF
...and four more Form 990 PDFs

Financials for California Wellness Foundation

Total grants, contributions, etc.$0
Investment income and dividends$15,453,445
Net rental income$0
Net gain from sale of non-inventory assets$39,506,881
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$54,960,326

Vendors for California Wellness Foundation

VendorServicesAmount paidDate
WordPressContent management system software2020-06-15
████ ███Tax accounting2018-11-07
███████ ██████████ ████████Investment Management$270,7832017-12-01
███████████ ███████Investment Management$492,1182017-12-01
███████ ███████ ████████ ███Investment Management$497,5892017-12-01
████████ ██████████Consulting$204,4042017-12-01
███████ ██████ ██████████ ██████████ ██Investment Management$235,7402017-12-01

Personnel at California Wellness Foundation

NameTitleCompensationMost recent data
Judy BelkPresident and Chief Executive Officer$550,936Aug. 29, 2019
Margaret W. MinnichChief Operating Officer and Chief Financial Officer$353,748Aug. 29, 2019
████ ██████Vice President of Operations-Aug. 29, 2019
███████ ████Vice President of Public Affairs$269,626Aug. 29, 2019
██████ ███████Vice President of Programs$283,463Aug. 29, 2019
████████ █████████Controller and Director of Finance$174,767Aug. 29, 2019
█████ █████Director of Communications-Aug. 29, 2019
███████ ██████████Director of Information Technology / Director of Is$160,500Aug. 29, 2019
██████ ██ ████████Director of Public Policy$169,536Aug. 29, 2019
███████ █████Director of Human Resources-Aug. 29, 2019
...and nine more key personnel

Peer private foundations

1Greater Rochester Health Foundation501(c)(3)$17 millionRochester, NY
2Headwaters Health Foundation of Western Montana501(c)(3)$17 millionMissoula, MT
3UniHealth Foundation501(c)(3)$28 millionLos Angeles, CA
4Gary and Mary West Foundation501(c)(3)$35 millionSolana Beach, CA
5Pisces Foundation501(c)(3)$14 millionSan Francisco, CA
6S.D. Bechtel Jr. Foundation501(c)(3)$38 millionSan Francisco, CA
7The McConnell Foundation501(c)(3)$34 millionRedding, CA
8Weingart Foundation501(c)(3)$63 millionLos Angeles, CA
9Cotsen Foundation for the Art of Teaching501(c)(3)$178 millionLos Angeles, CA
10The Annenberg Foundation501(c)(3)$75 millionLos Angeles, CA
11The Rose Foundation501(c)(3)$17 millionSanta Monica, CA
12Making Waves Foundation (MWF)501(c)(3)$64 millionRichmond, CA
13Kenneth Rainin Foundation501(c)(3)$31 millionOakland, CA
14The Kavli Foundation501(c)(3)$30 millionLos Angeles, CA
15Evelyn and Walter Haas Jr. Fund501(c)(3)$19 millionSan Francisco, CA
16Durfee Foundation501(c)(3)$22 millionLos Angeles, CA
17Open Doors International501(c)(3)$26 millionSanta Ana, CA
18The Broad501(c)(3)$34 millionLos Angeles, CA
19W. M. Keck Foundation501(c)(3)$73 millionLos Angeles, CA
20College Futures Foundation501(c)(3)$23 millionOakland, CA
21James Irvine Foundation501(c)(3)$128 millionSan Francisco, CA
22Xq Institute501(c)(3)$37 millionOakland, CA
23Rosalinde and Arthur Gilbert Foundation501(c)(3)$17 millionSanta Monica, CA
24Conrad N. Hilton Foundation501(c)(3)$172 millionAgoura Hills, CA
25JHM Charitable Foundation501(c)(3)$32 millionManhattan Beach, CA

Curious how Cause IQ can help you grow, maintain, and serve your nonprofit clients?
Get a demo