Endowment / Foundation

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Montage Health Foundation

Montage Health Foundation is the philanthropic arm of Montage Health, a nonprofit network of local organizations whose roots trace back more than 90 years to...

Montage Health Foundation logo

Montage Health Foundation

Montage Health Foundation is the philanthropic arm of Montage Health, a nonprofit network of local organizations whose roots trace back more than 90 years to the founding of Community Hospital of the Monterey Peninsula. The foundation's most significant recorded gift came from Roberta "Bertie" Bialek Elliott, who donated $105.8 million to create Ohana, a youth mental health campus in Ryan Ranch, Monterey. That donation established a physical and programmatic anchor for pediatric and adolescent behavioral health services that the health system had not previously offered at scale. Deployment focuses on three main channels: capital projects within the Montage Health ecosystem, scholarships for healthcare professionals who commit to practicing in Monterey County, and community health initiatives co-run with local partners including the Community Foundation for Monterey County and the Pebble Beach Company Foundation. The Ohana Center and its associated programs represent the capital-intensive centerpiece. The scholarship program addresses a documented physician shortage on the Monterey Peninsula by funding education for nurses, medical students, and allied health providers. The foundation also stewards endowed funds — such as the de Guigné gift — through grant administration partnerships, though the foundation does not disclose total assets under management or annual grantmaking volumes. The foundation operates under the governance of Montage Health, a system led by Steven Packer, MD, as president and CEO until his planned retirement in 2025, at which point Mike McDermott, MD, will assume the role. The broader Montage Health network includes Community Hospital — a facility ranked by Healthgrades among the top 10 percent of US hospitals for patient experience in May 2026 — as well as Montage Medical Group, MoGo Urgent Care, Aspire Health Medicare Advantage plan, Montage Wellness Center fitness facilities, and Montage Orthopedics and Sports Medicine. The foundation maintains office space at 40 Ryan Court in Monterey. Leadership participates in the National Association of Charitable Gift Planners for planned-giving strategy. May 2026: Montage Health Foundation joined with the Monterey Peninsula Foundation and the Community Foundation for Monterey County in providing support for local fire victims. A structural differentiator is the foundation's tight integration with an operating health system that directly employs its beneficiaries. It does not function as a distant grantmaker evaluating external nonprofits. Instead, it funds facilities, salaries, and scholarships inside an ecosystem where Montage Health is simultaneously the foundation's parent, its sole beneficiary, and the employer of the professionals it trains. This closed-loop model means every philanthropic dollar funds assets that the parent health system owns, operates, and staffs — making donor impact visible inside its own clinics, hospital wards, and the Ohana campus rather than distributed across third-party organizations.

General information

Firm type

Endowment / Foundation

Year founded

2016

Location

Region

North America

Country

United States

City

Monterey

Corporate office

40 Ryan Court, Suite 200, Monterey, CA 93940

Principals

Steven Packer, MD

President and CEO of Montage Health

Mike McDermott, MD

Incoming President and CEO of Montage Health (effective 2025)

Sector focus

Healthcare Services

Frequently asked questions

Who runs investment and grantmaking decisions at Montage Health Foundation?

The foundation operates under the governance of Montage Health's executive leadership. Steven Packer, MD, has served as the system's president and CEO during the foundation's major growth period, including the $105.8 million Ohana gift. Mike McDermott, MD, succeeds him in 2025. Day-to-day foundation operations and gift stewardship are managed by a dedicated foundation team that coordinates with Montage Health administration and reports through the system's leadership structure.

What is the Ohana Center, and how is it funded?

Ohana is a youth mental health campus in Ryan Ranch, Monterey, created with a $105.8 million founding gift from Roberta 'Bertie' Bialek Elliott, sister of Warren Buffett. The center provides child and adolescent behavioral health services and houses an art lending library. Ohana operates as a commercial asset within the Montage Health system, representing the foundation's largest single capital project.

Does the foundation make grants to organizations outside Montage Health?

The foundation's primary deployment model funds assets and programs within the Montage Health system — its parent entity — rather than distributing grants to external nonprofits. Community partnerships exist with organizations like the Community Foundation for Monterey County and Pebble Beach Company Foundation, but these are collaborative initiatives rather than arms-length grantmaking. The scholarship program funds individuals, not external institutions.

How does the scholarship program work, and what is its strategic purpose?

The foundation awards scholarships to aspiring healthcare professionals in Monterey County to address a documented physician and provider shortage. Recipients typically commit to practicing locally after completing their training. By funding education for nurses, medical students, and allied health providers, the foundation directly supplies its own Montage Medical Group and Community Hospital with future clinical staff — making it a workforce development tool as much as a philanthropic program.

What is the foundation's relationship with the Buffett family?

The sole publicly disclosed connection is through Roberta 'Bertie' Bialek Elliott, Warren Buffett's sister, who provided a $105.8 million founding gift for the Ohana Center. There is no evidence of ongoing Buffett family involvement in foundation governance or additional family gifts beyond this single, named contribution that established the youth mental health campus.

Does Montage Health Foundation disclose its endowment size or investment portfolio?

The foundation does not publicly disclose total assets under management, endowment size, or a breakdown of its investment portfolio. Altss research notes investments in publicly traded securities and private equity or venture capital holdings, but no dollar figures or manager names are available.

How is the foundation governed relative to the broader Montage Health system?

The foundation operates as a subsidiary of Montage Health, the nonprofit parent organization that also controls Community Hospital of the Monterey Peninsula, Montage Medical Group, MoGo Urgent Care, Aspire Health Medicare Advantage plan, Montage Wellness Center fitness facilities, and Montage Orthopedics and Sports Medicine. Foundation leadership coordinates with health system executives on capital priorities, and foundation assets ultimately serve the system's strategic objectives.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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