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

AGEnts for Change such as Jill Osofsky are trained by The Health

State Senator Bill Monning took a tour of the Health Trust Food Basket to

Silicon Valley HealthCorps members are teaching children and families the

Cyclists at the first annual Silicon Valley Hike & Bike raised HIV

Former San Jose Mayor Ron Gonzales, left, and San Jose

City Councilmember Donald Rocha, right, attended an

Meals On Wheels volunteers provide hot, healthy meals and daily visits

The Health Trust brings garden education to children in

This was a year of endings and beginnings for The Health Trust. As we closed the book on the five-year initiatives launched in 2008 – Healthy Living, Healthy Aging and Healthy Communities – it was time to assess

our accomplishments, survey the present state of health in Silicon Valley and make reasoned decisions about how to advance wellness over the next five years.

Looking back, it is gratifying to see the impact we have had. Our campaign to make fresh produce more available to low-income residents posted significant gains. The City of San Jose adopted policies making it possible to open small farmers’ markets and allowing mobile vending of whole fresh fruits and vegetables. And we laid the groundwork for a new effort to encourage corner stores to stock fresh produce and healthy snacks.

The Health Trust provided crucial leadership and advocacy in the interests of older adults. When changes mandated by the Affordable Care Act raised concerns among some low-income seniors about their health care, we engaged local stakeholders in a pilot program to enroll nearly 30,000 older adults who had been covered by both Medicare and MediCal into managed care plans.

FY 2013 also brought important developments in our work in oral health. The Santa Clara Valley Water District board approved capital spending to fluoridate its three water treatment plants after The Health Trust, FIRST 5 Santa Clara County and the California Dental Association Foundation pledged $2.4 million toward the project. In June, we celebrated the fifth anniversary of The Health Trust Children’s Dental Center in East San Jose. Today, with two centers, we are the largest provider of dental care to low-income children in the county.

This was a critical year in advancing the goal of ending chronic homelessness in Santa Clara County. Destination: Home, a program of The Health Trust, requested an annual allocation from Santa Clara County’s Measure A funds to establish a permanent supportive housing fund, creating a pool for all existing housing resources within the County. The request included a new $4 million annual allocation for up to 10 years. This major policy milestone will lead to the development of housing to meet the needs of those in our community with extremely low incomes or special needs. It also laid the groundwork for developing countywide rapid rehousing strategies targeting families and youth.

As we look ahead to the next five years, we know our work is not done. We will be taking on new strategies and finding ways to continue to do our work more effectively. As always, we appreciate the essential support of our donors, volunteers, staff and partners. Together we will strive to make Silicon Valley the healthiest region in America – not just for the affluent, but for everyone.

The Health Trust Financial Overview Fiscal Year ended June 30, 2013

Statement of Activities

Revenue:

Public support $7,325,000

Fee for service and other fees 2,980,000

Net investment and other revenues 11,995,000

Total support and other revenues 22,300,000

Expenses:

Healthy Living (incl. grants) 2,145,000

Healthy Aging (incl. grants) 2,672,000

Healthy Communities (incl. grants) 7,568,000

Financial Administrative Support Services 1,873,000

Total Initiative expenditures 14,258,000

Management and general 1,968,000

Fundraising 358,000

Statement of Financial Position

Assets:

Cash and cash equivalents $4,242,000

Investments 91,554,000

Receivables and prepaids 1,411,000

Property and equipment, net 6,870,000

Other assets 11,665,000

Total assets 115,742,000

Liabilities:

Accounts payable 713,000

Grants payable 1,856,000

Other accrued expenses 1,076,000

Total liabilities 3,645,000

FY 2009

$94

FY 2010

$100

FY 2011

$115

FY 2012

$106

FY 2013

$112

$130

$110

$90

$70

$50

Frederick J. FerrerChief Executive Officer

Kathy McCarthy, J.D.2012-2013 Chair, Board of Trustees

Net Asset History ($ in Millions)

IMPACT

HEALTHY LIVING

200,000pounds 1,777

students

volunteers5,000

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

income families

provided 23,500 hours of service with Silicon Valley HealthCorps partner organizations

from third grade through high school attended

garden-education programs taught by the

Silicon Valley HealthCorps

Farmer’s MarketsThe City of San Jose enacted policies

making it financially viable to open small

farmers’ markets on private property.

New markets were launched at Santa

Clara County facilities, beginning with

Valley Medical Center.

Food AccessThe Health Trust secured a three-year,

$300,000 USDA grant to support

availability of produce in low-income

communities in San Jose through

farmers’ markets, mobile vendors and

neighborhood gardens.

Silicon Valley HealthCorps Our partnership with AmeriCorps and 10

local organizations continued to engage

children and families in garden-based

education – planting and harvesting

thousands of pounds of produce, and

developing an appreciation for eating

fresh fruits and vegetables.

Local Food Resources

The Fresh Cart mobile produce vending program will roll out in 2014.

Garden education classes teach children the joys of growing and eating fresh fruits and vegetables.

HEALTHY COMMUNITIES

FluorideThe Santa Clara Valley Water District

board approved capital spending to

fluoridate its three water treatment plants.

AIDS FundraiserOn World AIDS Day, The Health Trust

launched a new fundraiser, Hike & Bike

Silicon Valley, to support AIDS Services.

Open Air Health Fair337 people received health screenings

at the 11th annual Open Air Health Fair,

which was attended by more than 3,000

people.

Destination: Home In April 2013, Destination: Home, a

program of The Health Trust, requested

an annual allocation from Santa Clara

County’s Measure A funds to establish a

permanent supportive housing fund. The

request also included a new $4 million

annual allocation for up to 10 years.

421 homeless individuals were placed in

permanent housing, many after decades

studentslearned about HIV prevention and treatment

through 31 Positively Speaking presentations at local high schools and colleges

1,632

617 homes

and 15 intensive case managers secured to date

9,900

attended Oral Health Education workshops

adults & children

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

Family Resource Centers strengthen families and help prepare children for kindergarten.

HEALTHY AGING

Cal MediConnectHealthy Aging staff engaged stakeholders

around a pilot program to enroll nearly

30,000 county residents who are covered

by both Medicare and MediCal into

managed care under the Affordable Care

Act.

System reformThe Health Trust invested funds and

leadership in the launch of a local

Falls Prevention Task Force and the

Community Volunteer Network.

AGEnts for ChangeMore than 130 advocates trained by

The Health Trust worked on issues

important to seniors. Working with the

City of San Jose and other partners, they

successfully improved pedestrian safety

at two dangerous locations.

Senior Peer Advocates22 SPA volunteers at 11 locations

throughout Santa Clara County provided

information and referral services to nearly

1,100 older adult clients.

75,712hot meals

were delivered to 676 homebound seniors and disabled persons by Meals

On Wheels drivers

1,100clients

were served by Senior Peer Advocates, who volunteered

more than 1,600 hours

400hours

were invested by more than 130 AGEnts for Change to advance policies benefiting

older adults

617

Senior Peer Advocates provide assistance to older adults.

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

Wellness Visionary

$500,000 and up

FIRST 5 Santa Clara County

City of San José HOPWA

County of Santa Clara Department of Public

Health - Ryan White Funding

Wellness Champions

$100,000 to $499,999

The California Wellness Foundation

City of San José HOPWA SPNS

City of San José Housing Department

Corporation for National and Community

Service

County of Santa Clara Social Services Agency

The David & Lucile Packard Foundation

El Camino Hospital

SCAN Health Plan

The SCAN Foundation

Sourcewise (previously the Council on Aging)

U.S. Department of Agriculture/National Institute

of Food and Agriculture

United Way Silicon Valley

Director’s Circle

$25,000 - 99,999

Adobe Foundation

Ballard Estate Fund, a designated fund of the

Silicon Valley Community Foundation

Circle of Life Senior Endowment Fund, an

advised fund of the Silicon Valley Community

Foundation

Consulate General of México in San José

HEDCO Foundation

Kaiser Permanente

M•A•C AIDS Fund

George and Judy Marcus

Orchard House, Inc.

SanDisk Corporation Fund, a corporate advised

fund of the Silicon Valley Community Foundation

Tensentric, Inc.

Benefactor’s Circle

$10,000 - $24,999

BD Biosciences

Cisco Foundation

Elsie & Josephine Colomobo Charitable Trust

Gilead Sciences

Hurlbut-Johnson Fund, an advised fund of the

Silicon Valley Community Foundation

Mercury News WishBook Fund

Michael Lee Environmental Foundation

Investor’s Circle

$2,500 to 9,999

Amici’s Capital Corporation

Anonymous

Aruba Networks Foundation

Bryce and Darla Beck

Blue Shield of California Foundaiton

Blue Shield of California (Matching Gift Program)

Boucher Family Foundation

Broadway Cares/Equity Fights AIDS

The Burt and Barbara Foundation

CareMore Foundation

Catered Too!

C-Biz

Darren and Jill Cde Baca

City of Campbell

City of Gilroy

City of Milpitas

City of Mountain View

City of Sunnyvale

Colliers Parrish International, Inc.

The Davidson Family Foundation

J. Philip and Jennifer DiNapoli Foundation

Federal Emergency Management Agency

Frederick J. Ferrer

Barbara and Martin L. Fishman, M.D.

Robert Fletcher

Focus Business Bank

Mary Ellen and Michael E. Fox, Sr.

Garden City Construction, Inc.

Douglas and Janet Ginter

Todd and Amy Hansen

Ironwood Capital Management

J. Philip and Jennifer Dinapoli Foundation

Jockers Family Foundation

Junior League of San José

Macy’s Passport Fund

Mission City Community Fund

Mitchell Family Trust

Teresa O’Neill

Jane B. Oi

Pacific Catch Fresh Fish Grill

Rick Peral

RBC Foundation - USA

Roberta Robins, J.D.

Cynthia and Allen Ruby

Safeway Foundation

Silicon Valley AIDS Leadership Center

Silicon Valley Law Group

The Staple Family Fund, an advised fund of the

Silicon Valley Community Foundation

Stella B. Gross Charitable Trust

WD Foundation

Wells Fargo Foundation

Leadership Circle

$1,000 - 2,499

Thelmer and Patricia Aalgaard

Robert and Denise Aitken

Donald and Elizabeth Allen Family Fund

Arcadia Modern American Steakhouse

James and Jane Asher

Banfield Charitable Trust

William and Linda Baron

Fred J. Bedard

Robert J. Bettencourt

Eileen J. Bewley

Roy and Dorothy Billings

Michele Brown

The John Robert Burgoon Endowment Fund

California Department of Food and Agriculture

The Carter Family Charitable Foundation, Inc.

Casa de Cobre

Chacho’s Restaurant

Mary Chiao

William H. Cilker Family Foundation

Cisco Systems Matching Gifts

Comerica Bank - Western Market

Timothy Coogan and Qing Hua

Reese and Kathleen Cutler

Louise Deputron

Sharon Dunn and Joe Miller

Edwards Family Fund, a donor-advised fund of

the Silicon Valley Community Foundation

FaultLine Brewing Company

Kate Finn

Gilmore IT

Gilroy Foundation

Google Matching Gifts Program

Diane Hawkes

Helms Foundation, Inc.

Hewlett-Packard Company

James and Diane Hutchison

IBM Volunteer Outreach Council

Kathy McCarthy, J.D., Board Chair

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

Cindy Ruby, Board Secretary

Juan A. Benitez

Charles Bullock, Ph.D.

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

3180 Newberry Drive, Ste. 200

San Jose, CA 95118

The Health Trust Board of Trustees 2012-2013

Michael Celio, J.D.

Cindy Chavez

Karen Danna

Frederick J. Ferrer, M.S.

Martin Fishman, M.D.

Marianne Jackson, M.A.

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

Ruma Kumar, M.D.

Emily Lam, M.P.P.

Monique H. Lambert, Ph.D.

Richard P. Triolo, J.D.

Founded in 1996 as a charitable foundation, The Health Trust provides community health services, awards grants, and engages in policy and advocacy that support its vision and three strategic initiatives.

Thank You

© The Health Trust 2011-2014 San Jose, CA 01/14

Net Asset History ($ in Millions)

AGEnts for Change such as Jill Osofsky are trained by The Health

State Senator Bill Monning took a tour of the Health Trust Food Basket to

Silicon Valley HealthCorps members are teaching children and families the