Impact Thank You
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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