Program areas at The California Endowment
See statement 25
See statement 26
See statement 27
The Endowment rents out office units to other 501(c)(3) organizations at a lower than fmv rate.
Program related investments (pris) are an integral part of The foundation's exempt programs and are undertaken to complement and extend its grantmaking activities. Pris are made to further The California Endowment's mission and vision. Pris are generally made as loans although other investment types may be used as allowed under irc section 4944. Each pri meets The following three requirements: a) The The primary purpose is to accomplish one or more of The foundation's exempt purposes; b) production of income or appreciation of property is not a significant purpose; and c) pri funds are not used to influence legislation or take part in political campaigns on behalf of candidates. See part viii-b and statements 20 and 21 for a description of The charitable purpose of each pri made in 2023.
Guarantee fee income is related to program-related investments.
Grant refund interest income represents interest earned by grantees on grant funds that were not used and have been refunded to The Endowment
Grants made by The California Endowment
| Grantee | Grant description | Grant year | Amount |
|---|
| San Francisco Foundation (TSFF) | Catalyzing California's Narrative Infrastructure To Advance Health Justice: To Advance Health Justice for All Californians By Developing Robust Health Justice Metrics and Growing Narrative Infrastructure and Capacity. | 2024-03 | $9,775,125 |
| California Primary Care Association | Supporting Civic Engagement Capacity in Health Community: To Build and Establish A New Infrastructure To Support Ongoing Statewide Civic Engagement Capacity, With the Goal of Comprehensively Reaching Community Health Center (CHC) Patients, Staff and Communities in An Efficient and Sustainable Way That Considers Feasibility, Long Term Sustainability, and Power and Capacity Building Needs in California. | 2024-03 | $3,479,999 |
| California Primary Care Association | Strengthening Community Health Center Infrastructure To Advance Health: To Support A Project That Bridges Community Clinics, Health Centers, and Networks To Communities Through Advocacy, Education, and Civic Engagement To Improve Health Equity Across California. | 2024-03 | $2,600,000 |
| ...and 885 more grants made totalling $196,458,629 |
Who funds The California Endowment
Grants from foundations and other nonprofits
Personnel at The California Endowment
| Name | Title | Compensation | Date of data |
|---|
| Britta Guerrero | Chief Executive Officer | $40,000 | 2024-04-15 |
| Robert K. Ross | President and Chief Executive Officer | $1,025,170 | 2024-04-15 |
| Mynor Veliz | Chief Operating Officer and Chief Financial Officer | | 2025-02-13 |
| Dan Deleon | System Operator of Cable Television and Internet Services; Vice President and Chief Financial Officer for Comcast Cable Communic | $466,690 | 2024-04-15 |
| Michael Wee | Interim Chief Investment Officer | $472,785 | 2024-03-31 |
| ...and 14 more key personnel |
Financials for The California Endowment
| Revenues | FYE 03/2024 | FYE 03/2023 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | - |
| Investment income and dividends | $16,310,630 | $16,128,049 | 1.1% |
| Net rental income | $999,295 | $967,360 | 3.3% |
| Net gain from sale of non-inventory assets | $64,247,715 | $298,100,029 | -78.4% |
| Gross sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $44,483,223 | $46,702,150 | -4.8% |
| Total revenues | $126,040,863 | $361,897,588 | -65.2% |
Organizations like The California Endowment
| Organization | Type | Location | Revenue |
|---|
| Marvy Finger Family Foundation | 501(c)(3) | Houston, TX | $32,082,328 |
| M J Murdock Charitable Trust | 501(c)(3) | Vancouver, WA | $94,465,842 |
| Towbes Foundation | 501(c)(3) | Santa Barbara, CA | $40,632,435 |
| Virginia G. Piper Charitable Trust | 501(c)(3) | Phoenix, AZ | $40,989,910 |
| Scharbauer Foundation | 501(c)(3) | Midland, TX | $79,698,649 |
| Mcelhattan Foundation | 501(c)(3) | Pittsburgh, PA | $152,882,594 |
| Houston Endowment | 501(c)(3) | Houston, TX | $122,609,629 |
| Peter Kiewit Foundation | 501(c)(3) | Omaha, NE | $49,276,013 |
| The Colorado Health Foundation | 501(c)(3) | Denver, CO | $103,581,780 |
| Foundation for A Better World | 501(c)(3) | Marietta, GA | $36,797,029 |
Data update history
November 5, 2024
Updated personnel
Identified 1 new personnel
June 4, 2024
Posted financials
Added Form 990PF for fiscal year 2023
May 22, 2024
Updated personnel
Identified 2 new personnel
May 20, 2024
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsAccepts online donations
General information
- Address
- 1000 N Alameda St
- Los Angeles, CA 90012
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- County
- Los Angeles County, CA
- Website URL
- calendow.org/Â
- Phone
- (800) 449-4149
- Facebook page
- CalEndowÂ
- Twitter profile
- @calendowÂ
IRS details
- EIN
- 95-4523232
- Fiscal year end
- March
- Taxreturn type
- Form 990-PF
- Year formed
- 1996
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- T20: Private Foundations
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Independent
California AB-488 details
- AB 488 status
- May Operate or Solicit for Charitable Purposes
- Charity Registration status
- Current - In Process
- FTB status revoked
- Not revoked
- AG Registration Number
- 097836
- FTB Entity ID
- 1930013
- AB 488 data last updated ("as-of") date
- 2025-03-19
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