Impact Thank You

ou can witness it in our clients’ faces. You can experience it throughout our The Health Trust Financial Overview Wellness Champions Federal Emergency Management Agency Barrett Brockhage Westgate Church Joseph Lattuada Fiscal Year ended June 30, 2010 community. And, you can see it clearly reflected in our success measures. ($100,000 and up) Frederick J. Ferrer Michele Brown World Runners Loft Bar & Bistro California State Office of AIDS Barbara and Martin L. Fishman, M.D. Build-A-Bear Workshop Foundation Donald and Gina Wu Prasanna and Padmanabhan Menon Since beginning our bold strategic plan to make Silicon Valley the healthiest Statement of Financial Position City of San José Douglas Ginter The John Robert Burgoon Memorial 64 Leadership Circle Erick Miranda Y Endowment Fund region in America, we have established equally bold 5-year outcomes. In each of our Corporation for National and Marianne Jackson Donor Circle Montag & Caldwell Assets: Community Service Calafia Cafe and Market A Go Go Monique H. Lambert, Ph.D. ($500 to $999 ) Morocco’s Restaurant Cash and cash equivalents 1,817,000 Council On Aging CareMore Health Plan three initiatives—Healthy Living, Healthy Aging, and Healthy Communities—we are Medtronic Foundation Adobe Systems Matching Gift Program David W. Musso Investments 91,495,000 First 5 of Santa Clara County William and Susan Carter Receivables and prepaids Mission City Community Fund All Stars Helping Kids Jon and Carol Nickerson working strategically and diligently toward targeted outcomes. In Healthy Living, we Santa Clara County Anthony and Mary Cefalu Fixed assets 9,118,000 National Charity League - Heritage Oaks Dennis E. Anderson O’Connor Hospital Santa Clara Family Health Plan Dorothy Chen want to see every neighborhood have access to locally grown produce within a mile’s Other assets 1,574,000 Pasta Pomodoro Anne Wakefield Atkinson Philanthropic Keith F. and Jill D. Parks Second Harvest Food Bank Jerome Chester Fund Rotary Club of San Jose John and Devonne Pencer radius and every city have health policies in their general plans. In Healthy Aging, we Total assets $104,004,000 Sobrato Family Foundation Coldwell Banker Residential Brokerage Robert Archibald Safeway Foundation David Peterson Wellness Visionary Reese and Kathleen Cutler Mr. Larry Arzie and Mr. David Stonesifer aim to have coordinated leadership in place that changes attitudes and assumptions Liabilities: Richard Triolo David and Carol Peterson ($50,000 to $99,999) Ann and Alden Danner Ann Marie and Geary Auer Accounts payable 577,000 Wholesome Wave Foundation Preferred Meal Syst Corp about aging and builds an effective delivery system; we are striving to have more older Microsoft Corp Charitable Ventures The Davidson Family Foundation Larry R. Baer Grants payable 3,289,000 Race Street Fish & Poultry Maria and Wim Roelandts William H. Cilker Family Foundation Sharon Dunn Lynette Baker adults engage in evidence-based physical activity; and we aim to see more older Other accrued expenses 1,560,000 Renegades The Pew Charitable Trusts Enterprise Rent-A-Car Foundation Mary Jane Bateman Total liabilities $5,426,000 Patrons Circle Joelle M. Rokovich adults able to remain in their homes because they are receiving effective nutrition and Tides Foundation - Convergence ($2,500 to $4,999) FaultLine Brewing Company Baume Restaurant Partnership Fund Rotary Club of Los Altos Net Assets: Ballet San Jose Charles and Janet Fee Juan Benitez caregiver services. In Healthy Communities, our five year horizon will include more U.S. Department of Education Dan and Deb Rubnitz Unrestricted 97,988,000 BD Biosciences Todd and Amy Hansen Jan Buzbee United Way Silicon Valley San Jose Water Company people with chronic conditions participating in effective self-management classes; Temporarily restricted 1,615,000 Blue Shield Cares Paul Hepfer Lee A. Campbell Marilyn E. Sander Permanently restricted 408,000 Directors Circle Joe and Carolyn Booker Judy Heyboer Madelaine M. Canham an increased number of low-income residents appropriately utilizing free or low ($25,000 to $49,999) Stephen and Christine Sedler Total net assets $100,011,000 City of Mountain View James and Diane Hutchison Capers Eat & Drink Anonymous Irene Segura cost health and wellness services; and, more children receiving oral health services, Ira and Karen Holtzman Italian Men’s Club of San Jose Charles F. Gagliasso Trucking, Inc. Total liabilities and net assets $105,437,000 Consulate General of Mexico in San Jose Helen Shahan Masami R. Iso Jocelyn K. Jackson Felix and Helen Charpentier including fluoridated water, with a resulting reduction in dental caries. MAC AIDS Fund Betty Siemens Net Asset Growth PETCO Foundation Chelsea Jongewaard Cisco Systems Matching Gifts Jardin de los Niños Qaxaqueno in Hollister, CA is a vegetable garden Santa Clara County Social Services Agency Itamar and Yael Simonson in Hollister for residents. ($ in Millions) Pointer Management Company David Katz and Ann Moses William and Sandra Cooper The data presented within this Annual Report reflects real incremental progress Santa Clara Family Health Foundation Herbert H. Singh RBC Dain Rauscher Scott T. Leahy Roland and Kimberly Cortes Benefactors Circle John and Madge Soares toward these crucial outcomes. We are proud of our success, but the success is Peter Staple and Harise Stein, M.D. Los Gatos Community Foundation County of Santa Clara ($10,000 to $24,999) Star One Credit Union The Estate of Raibeart Dixon McDonnell Investment Management Crimson Bistro ANNUAL REPORT 2009-2010 made even more meaningful because we have not achieved it alone. We achieved Academy of Friends Harry and Dee Stewart West Coast Marble & Granite MetWest Sara Dominick Adobe Systems The Renaissance Handyman Charitable Trust the gains in large part because we spent time developing innovative and sometimes David and Janet Wilson Michele Mork-Ovson Bruce C. Edwards Hurlbut-Johnson Charitable Trust The Tippit Group Leadership Circle Hung Oliver Ng El Camino Hospital unconventional partnerships. We graduated the inaugural class of the Silicon Valley Meals on Wheels Association of America TWIST Café & Bistro ($1,000 to $2,499) Paolo’s Restaurant Extended Family Living Assistance Natarajan and Sandhya Viswanathan Orchard House Inc Services Thelmer and Patricia Aalgaard Les Persson Health Corps who finished their year of service, as part of an expansive partnership Viva Primavera Stephanie M. Rousseau James Feit Abbey Capital Managed Futures Wendy Petulla and Renee Faraj VIVE SOL between The Health Trust, AmeriCorps and 10 local organizations to bring fresh fruits SCAN Health Plan Brian and Carolyn Halla Donald E. Allen The Plumed Horse Nancy M. Waledisch Silicon Valley Community Foundation Margie A. Hammack Amitabha Fund Cameron Prescott and vegetables to local residents. We redoubled our commitment to senior nutrition Leonard F. Walker Investors Circle Anna and George Hemmerle James and Jane Asher Robert C. Quenelle Marguerite Will ($5,000 to $9,999) Clorinda P. Hite when Councilmember Pete Constant reached across the aisle and joined forces with Banfield Charitable Trust Cynthia and Allen Ruby Sue Wuerflein Amici’s Capital Corporation Hobee’s California Restaurants Bank of America Matching Gifts Santa Clara County Federal Credit Supervisor Liz Kniss to help us advance the issue through a newly formed Senior Frank and Susan Yaeger Suzanne M. Avina Union Mr. and Mrs. E.M.T Jones Contribution to the Community John Bartlomiejczyk Nutrition Task Force.None of these accomplishments would be possible without the Charles B. Kuhn Memorial Fund Saratoga Rotary Charitable Foundation Marsha C. Jones Dollars raised for Initiatives: Fred J. Bedard We regret that we could not list donors of less City of Campbell Joseph F. Sinnott, III Kaiser Permanente than $500 due to space limitations, however we Healthy Living Initiative 541,000 Benton Medical Equipment committed philanthropic investments of our donors: to all our individual, corporate, are deeply grateful for your support of our work. City of Gilroy Susan W. SooHoo Stuart M. Kane Donors listed here made donations July 1, 2009 San Jose Mayor Chuck Reed, center, and Proclamation sponsor Healthy Aging Initiative 2,310,000 Robert J. Bettencourt to June 30, 2010. Every attempt has been made Councilmember Ash Kalra, left, presented a Proclamation to Health City of Milpitas Raymond and Margaret Thiercof Dennis D. Kauffman foundation and government supporters, our deepest thanks. Your faith in our vision Healthy Communities Initiative 4,311,000 Roy and Dorothy Billings to ensure the accuracy of this list. Please contact Trust CEO Frederick J. Ferrer during national Nutrition Month in March The Health Trust at (408) 559-9385 or donations@ City of Sunnyvale Geoffrey H. Tootell, Ph.D. Edson and Janice Kerswill helps us deliver sustainable, positive change across diverse communities in Silicon Total raised for Initiatives $7,162,000 Boucher Family Foundation healthtrust.org for any errors or omissions. Barbara J. Ferguson Gary and Sharon Vergho Nicole Kohleriter Michele Braucht Valley. Initiatives expenditures: Healthy Living programs and collaborations 656,000 We hope you will read the next few pages and come away with a sense of enormous Healthy Living grant making 854,000 Total Healthy Living expenditures $1,510,000 impact and an appreciation for the value we place on our partnerships. LifeScan working together in building the shelving units for the food Many children visit the Children’s Dental Center for their routine Healthy Aging programs and collaborations 2,406,000 The Health Trust Board of Trustees 2009-2010 pantry and painting rooms for the Family Resource Center. checkups. Thank you for your continued support. Healthy Aging grant making 533,000 Total Healthy Aging expenditures $2,939,000 Founded in 1996 as a charitable Michael R. Barsanti Martin Fishman, M.D. Kathy Meier foundation, The Health Trust provides Healthy Communities programs and collaborations 4,868,000 Juan A. Benitez Judy Heyboer, Vice Chair Cindy Ruby community health services, awards Healthy Communities grant making 2,799,000 grants, and engages in policy and advocacy that support its vision and Total Healthy Communities expenditures $7,667,000 Cindy Chavez Marianne Jackson Richard P. Triolo, J.D. Chair Frederick J. Ferrer Richard P. Triolo, J.D. three strategic initiatives. Chief Executive Officer 2009-2010 Chair, Board of Trustees Ann Danner David Katz Sue Wuerflein Other grants and Financial and Administrative 2105 S. Bascom Ave., Ste. 220 Support Services (FASS) $1,195,000 Frederick J. Ferrer Monique H. Lambert Campbell, CA 95008 (408) 559-9385 Jack Mackenroth, HIV advocate and star of Project Runway, was a Meals On Wheels client Louie Givich celebrates his 99th birthday. The Health Trust and Second Harvest Produce partner to provide www.healthtrust.org special guest at the Red Ribbon Society event hosted by Frederick J. groceries to families in East San Jose. Total contribution to the community $13,311,000 Ferrer and Ken Yeager. © The Health Trust 2010 Campbell, CA 7/10 AW 2010568

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FY 2010 Impacts Older adults continue to be the fastest growing No one person should suffer from poor health because of where they live, their income or the color The Health Trust is taking the researched segment of our population and an important social of their skin. Yet statistics tell us otherwise, even right here in Silicon Valley. Through our Healthy Ì 32,000 pounds of fruits and vegetables and economic resource for Silicon Valley. Through best practices in physical activity for older Communities initiative, we offer programs and advocate for policy changes to support better health produced for local consumption our Healthy Aging Initiative, The Health Trust works to adults and making effective, real world outcomes for everyone in our community. In 2010 our programs alone led to big impacts, especially ensure older adults in our county spend more years Ì 9,000 youth and adults received garden for people living with HIV/AIDS, chronic illnesses including diabetes, and low income families in need of in good health, engaged as vital members of our opportunities available for local seniors. or farm based education in healthy eating community. In 2010 we supported a groundswell of basic health screenings and health insurance. Over 800 residents living with HIV/AIDS received needed - Nancy Whitelaw services. Hundreds successfully completed a course to learn how to better manage a healthy lifestyle Ì More than half of the children enrolled programs and led policy and advocacy efforts to do Director, Center for Healthy Aging just that. We helped over 300 older adults receive The National Council on Aging with a chronic illness like diabetes. Thousands of low income families learned how to enroll their children in eight-week or longer garden-based best-practice based physical activity programs, in health insurance and how to access preventive care. education reported increased fruit and which are proven to sustain improved mental and physical health. We served as a core leader of the Aging vegetable consumption Services Collaborative, convening and connecting over 100 leaders from the public, private and nonprofit On the public policy front we made major strides, sectors to advocate for the wellbeing of older adults including senior nutrition. Hundreds of unpaid caregivers sponsoring legislation in Sacramento to make it I am committed to improving the health of Ì Three cities influenced to include participated in the Caregivers Count! conference, learning about supportive resources for people like themselves possible for lower income Californians to receive all Silicon Valley’s residents and that is why I policies supporting healthy living in their The Health Trust funded the Oaxacan Cultural Project to establish a caring for an aging loved one. And in addition to all this work, we still continued to provide over 100,000 high community - designed and managed garden for families living in Hollister chronic disease self management classes. We reached out to The Health Trust to help me urban planning blueprints quality hot meals to homebound individuals through our well loved Meals On Wheels program. As the older partnered with renowned national experts to develop legislation to help people living with Ì 5,600 people increased their awareness of healthy eating by reading In Defense of Food by Michael Pollan adult population grows, so does our impact. promote the class nationwide with a new online chronic disease. We’re proud of the work we’ve done this class. And we partnered with the Pew Charitable Ì $811,000 in community investments made to our grantee partners to promote healthy eating and past year to help older adults embrace more Trusts to expand our work to secure community - Joe Coto physical activity nourished, more active, more supported water fluoridation for San Jose, an enormous California Assemblymember and more engaged ways of living. Surgeon General David Satcher once said, “As we move to reform our health care system, it is critical to undertaking with proven health benefits for the remember that improving the conditions in which people are born, grow, learn, live and age will have a greater FY 2010 Impacts young and the old. impact on health than changes in medical care.” This is the core philosophy behind our Healthy Living Initiative Ì Over 100,000 individuals were made FY 2010 Impacts more aware about the unique needs of which seeks to make our community a place where healthy behavior—eating right and getting exercise—is Ì 2,459 individuals received education in caregivers also the easy thing to do. In this past year of great successes and big impact, we have done exactly that. prevention, screening, or completed a In 2010 we made great strides in encouraging local cities to develop plans that included walk and bike Ì Grants totaling over $100,000 were workshop to help them better manage a made to nine local organizations to add chronic illness. paths and community gardens as a fundamental component of their long term planning. We have worked or expand best practice physical activity tirelessly with our 11 community partners in the Silicon Valley Health Corps to dramatically increase the programs for older adults. The vast Ì More than 87 percent of our HIV/AIDS clients production and consumption of locally grown fruits and vegetables. Not only did local residents eat more San Jose City Councilmember Sam Liccardo discussed the Senior Nutrition majority of participants improved their who received case management routinely saw healthy food as a result, a large number of children and people of all ages learned about the value of healthy Program during the May 2010 Stand Up for Seniors Day of Action in San Jose fitness and balance and continue to be their doctor and took their medication. eating, supporting healthy behaviors for a lifetime. engaged in some form of physical activity Ì Hundreds of HIV/AIDS clients received The impact of our work can be easily measured Ì 775 older adults received over 100,000 meals delivered to their home through our Meals On Wheels assistance with transportation, securing stable program. One hundred percent of clients noted the service was critical to their ability to remain in their The Health Trust is an important ally, in pounds of produce harvested or the number of housing and monthly groceries. advocate and partner with the City Council in new city policies adopted. But spend some time at home. Ì Through our direct enrollment work and grant our development of public policies that help any of our partner’s community gardens and you’ll Ì 120 professionals in aging advanced their knowledge of evidence-based practices and aging in place funding, over 10,000 children received health residents achieve healthier lifestyles. also see the impact on people’s faces as they models; and gained valuable insight about issues relevant to serving diverse populations insurance coverage or care. look proudly upon rows of freshly grown fruit and Ì 25,000 copies of Healthy Steps - a Silicon Valley wellness guide for adults age 50+ were printed and plans for The Children’s Dental Center provides a healthy friendly - Sam Liccardo vegetables ready to be picked. environment for children as well as parents. Councilmember, City of San Jose community engagement to share this resource in Santa Clara and Northern San Benito counties Ì Close to 7,000 children had more than 13,000 dental visits at the Children’s Dental Center

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