Allocator CareersUpdated Jul 21, 2026
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Foundation

Weingart Foundation

Private foundation endowment / investment portfolio1 — Los Angeles, CA.

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Overview

Community Hospital Korean Resource Center Korean Resource Center The Weingart Foundation partners with communities across Southern California to advance racial, social, and economic justice for all.1

Weingart Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.1

Investment program

Estimated AUM
$909.4M as of Jun 30, 20252
Capital pool
Private foundation endowment / investment portfolio1
Investment model
Additional levels of due diligence may be applied depending on the type of investment involved.3
Investment approach
In fiscal year 2025, our Board and team acted with urgency and purpose to approve over $35 million in grants and $92 million in mission-aligned investments to support organizations driving long-term, community-rooted change.4
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: private equity, infrastructure, fixed income.4
Performance
Not listed yet
Governance
3, 2021 Primary tax return for a private foundation's activities, finances, and governance View Filing Schedules ▼ Form 990PF Accounting Fees Schedule All Other Program Related Investments Schedule General explanation attachment Investments Corporate Bonds Schedule Investments Corporate Stock Schedule Investments - other schedule Land, etc.1
Investment team
Weingart identifies Bob Bancroft as Chief Financial and Investment Officer; the page says he advances the Foundation’s 100% mission-aligned investing commitment.5
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 21, 2026 · Needs review

Officer compensation

Reported on IRS Form 990, tax year 2025. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation.

NameTitleTotal
JOANNA JACKSONPRESIDENT$580,000
TIM ORTEZVP CFO/CIO$483,989
JOYCE YBARRAVP PROGRAMS$276,012
ROBERT K ROSSCHAIRMAN$48,000
KATIE NGUYEN KALVODADIRECTOR$43,200
AILEEN ADAMSDIRECTOR$35,000
JACUELINE WAGGONERDIRECTOR$35,000
MICHAEL TUBBSDIRECTOR$35,000
MONICA C LOZANODIRECTOR$35,000
WILLIAM C ALLENDIRECTOR$35,000
HELEN TORRESDIRECTOR$14,583

View the filing

Sources

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

Fact notes

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

Reports and filings

Profile and job sources