The California Wellness Foundation

Overview

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The California Wellness Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.¹

Estimated AUM: $1B as of Dec 31, 2024²
Capital pool: private foundation endowment / investment portfolio¹
Investment model: Cal Wellness uses highly qualified external investment managers, under the direction of its Board and Finance Committee.³
Investment approach: Its investment program is diversified and seeks returns consistent with the Foundation’s risk tolerance, guided by an Investment Policy Statement.³
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: venture capital, infrastructure.⁴
Performance: Not listed yet
Governance: Our Staff and Board Diversity 78% of staff are people of color 68% of staff are women 83% of the board of directors are people of color Cal Wellness by the Numbers 33 years of championing wellness 50 extraordinary team members 2 offices in California (Los Angeles and Oakland) Learn how we got started and how our work has supported wellness in California.¹
Investment team: Not listed yet¹
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 21, 2026 · Needs review

Last verified Jul 21, 2026 from public career and organization materials.

Website (calwellness.org)Parent organization overview, Pool purpose, Capital pool, Governance, Investment team · checked Jul 25, 2026
Form 990 (projects.propublica.org)Estimated AUM · checked Sep 1, 2026
Website (calwellness.org)Investment model, Investment approach · checked Aug 6, 2026
Website (calwellness.org)Asset allocation, Investment office page · checked Jul 25, 2026