Overview
First Name * Last Name * E-mail * Be first to get notified about our strategy, grantmaking and opinions.1
The California Wellness Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.1
Investment program
- Estimated AUM
- $1B as of Dec 31, 20242
- Capital pool
- private foundation endowment / investment portfolio1
- Investment model
- Not listed yet1
- Investment approach
- Not listed yet1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, infrastructure.3
- 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
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (calwellness.org)Parent organization overview, Pool purpose, Capital pool, Investment model, Investment approach, Governance, Investment team · checked Jul 25, 2026
- Form 990 (calwellness.org)Estimated AUM · checked Jul 25, 2026
- Website (calwellness.org)Asset allocation, Investment office page · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://www.calwellness.org/wp-content/uploads/2025/11/THE-CALIFORNIA-WELLNESS-FDN-2024-FORM-990PF-PDC.pdf.Form 990 · checked Jul 25, 2026
Profile and job sources
- Website (calwellness.org)Website · checked Jul 25, 2026
- Website (calwellness.org)Website · checked Jul 25, 2026
- Website (calwellness.org)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026