# California Wellness Foundation

California Wellness Foundation is an Endowment / Foundation based in Los Angeles, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** 515 S Flower St, Suite 1100, Los Angeles, CA 90071, United States
- **Founded:** 1992
- **Assets under management:** $1 billion
- **Website:** calwellness.org
- **LinkedIn:** https://www.linkedin.com/company/the-california-wellness-foundation

## Regulatory record

- **Reports private funds:** No

## About

California Wellness Foundation is a nonprofit foundation based in California. It focuses on improving health and wellness through increased access to healthcare, education, employment, and environmental quality. The foundation has made four investments, including a July 26, 2023, grant to Mother Jones as part of its Grant-II program.

## Sectors

- Healthcare Services
- Impact Investing

## Offices

- Oakland, CA, United States

## People

- Richard Tate — President and CEO
- Rochelle Witharana — Chief Financial and Investment Officer
- Pamela Simms-Mackey — Board Chair
- Jackie Khor — Investment Committee Advisor
- Neville Rhone Jr. — Investment Committee Advisor

## Questions

### Who runs investment decisions at California Wellness Foundation?

Richard Tate serves as President and CEO. Rochelle Witharana acts as Chief Financial and Investment Officer. An investment committee that includes external advisors Jackie Khor and Neville Rhone Jr. reviews commitments.

### How does California Wellness Foundation source proprietary deal flow?

The foundation participates in limited-partner commitments to impact-focused funds. It maintains memberships in Mission Investors Exchange and regional grantmaker networks that surface aligned opportunities.

### Does California Wellness Foundation participate in fund commitments or only direct deals?

The foundation acts exclusively as a limited partner in commingled vehicles. Confirmed holdings include HCAP Partners IV, Illumen Capital, and Impact America Fund III.

### What investment stages does California Wellness Foundation typically target?

The foundation allocates across venture, growth equity, real estate, infrastructure, and credit funds. No single-stage concentration is disclosed.

### What is California Wellness Foundation's known posture on co-investments alongside external GPs?

No direct co-investment program is disclosed. Capital deployment occurs through fund commitments and mission-aligned limited-partner positions.

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Last updated: 2026-07-08T21:10:30.160Z

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