The Health Foundation

United Kingdom, Outside U.S.
Tax-exempt since May 2014
EIN: 98-0570141

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Type of Nonprofit

Designated as a 501(c)(4) Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Health — General and Rehabilitative / Health Support Services (NTEE)

Donations to this organization are not tax deductible.

Revenue

$113M (2022)

Expenses

$88M (2022)

Total Assets

$1.44B (2022)

Total Liabilities

$50.5M (2022)

Years with missing data

Source: Form 990 tax filings from 2008 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$113,336,052

Expenses

$88,020,060

Net Income

$25,315,992

Net Assets

$1,388,339,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,163,606	1.9%
Program Services	$0
Investment Income	$14,001,457	12.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$97,166,451	85.7%
Net Inventory Sales	$0
Other Revenue	$4,538	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,068,114	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$15,299,450	17.4%

Assets/Debt
Total Assets	$1,438,876,083
Total Liabilities	$50,536,307
Net Assets	$1,388,339,776

Compensation

Key Employees and Officers	Compensation	Related	Other
Dr Jennifer Dixon (Chief Executive)	$320,671	$0	$1,023
Ms Catherine Irving (Director Of Strategy Until 12/2022)	$278,308	$0	$20,704
Gaurav Shrivastavainterimhead (It & Op Until 07/22 Then Contractor)	$248,104	$0	$0
Dr Joanna Bibby (Director Of Health)	$215,928	$0	$23,173
Ms Anita Charlesworth (Dir. Of Research & The Real Centre)	$210,798	$0	$99
Mr Paul Hackwell (Coo Until 07/2022, Then Consultant)	$198,725	$0	$231
Penny Pereira (Q Managing Director)	$151,057	$0	$16,216
Charles Tallack (Director Of Data Analytics)	$148,902	$0	$22,974
Mr Aidan Kearney (Chief Investments Officer)	$145,576	$0	$370
Hugh Alderwick (Director Of Policy)	$131,088	$0	$14,146
Malte Gerhold Director Of (Improvement & Innov. As Of 05/2022)	$127,228	$0	$12,432
Stacey Lally (Q Deputy Director)	$122,076	$0	$13,471
Peter Stilwell (Assistant Director Of Communications)	$114,314	$0	$13,712
Tim Horton Asst Dir Insight (& Analysis, Improvement Directorate)	$114,314	$0	$13,105
Samantha Fletcher Director Of (Communications 05/2022 To 08/2022)	$84,991	$0	$5,455
Nicholas Bateson (Coo As Of 08/2022)	$38,900	$0	$3,305
Patrick South Director (Of Communications As Of 11/2022)	$26,156	$0	$1,538
Mr Adam Steventon (Dir., Data Analytics Until 02/2022)	$24,835	$0	$2,839
Mr William Warburton (Dir. Of Improvement Until 01/2022)	$6,888	$0	$831
Sir Hugh Taylor (Chair)	$0	$0	$0
Katie Blacklock (Governor)	$0	$0	$0
Sir David Dalton (Governor)	$0	$0	$0
Dawn Edge (Governor)	$0	$0	$0
Eric Gregory (Governor)	$0	$0	$0
Ravi Gurumurthy (Governor)	$0	$0	$0
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990

Filed on Nov. 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$76,983,947

Expenses

$63,429,263

Net Income

$13,554,684

Net Assets

$1,650,185,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,859,884	2.4%
Program Services	$0
Investment Income	$19,180,046	24.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$55,944,017	72.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,816,812	2.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,732,457	23.2%

Assets/Debt
Total Assets	$1,685,175,689
Total Liabilities	$34,990,681
Net Assets	$1,650,185,008

Compensation

Key Employees and Officers	Compensation	Related	Other
Dr Jennifer Dixon (Chief Executive)	$347,269	$0	$324
Mr Paul Hackwell (Chief Operating Officer)	$270,661	$0	$0
Dr Joanna Bibby (Director Of Health)	$233,839	$0	$14,571
Ms Anita Charlesworth (Director Of Research & Economics)	$228,284	$0	$8,157
Mr William Warburton (Director Of Improvement)	$192,688	$0	$22,376
Ms Catherine Irving (Director Of Communications)	$172,227	$0	$19,620
Ms Penny Pereira (Deputy Director Of Improvement)	$150,295	$0	$16,067
Mr Aidan Kearney (Chief Investments Officer)	$145,797	$0	$0
Mr Adam Steventon (Director Of Data Analytics)	$145,760	$0	$15,626
Charles Tallack (Asst. Dir. Health/Social Care Sust.)	$143,246	$0	$22,232
Samantha Fletcher (Deputy Director Of Communications)	$140,124	$0	$9,059
Tim Horton (Asst. Director Insight & Analysis)	$123,796	$0	$13,790
Peter Stilwell (Asst. Director Communications)	$123,778	$0	$13,190
Sir Hugh Taylor (Chair)	$0	$0	$0
Katie Blacklock (Governor)	$0	$0	$0
Sir David Dalton (Governor)	$0	$0	$0
Dawn Edge (Governor)	$0	$0	$0
Mr Eric Gregory (Governor)	$0	$0	$0
Ravi Gurumurthy (Governor)	$0	$0	$0
Ms Loraine Hawkins (Governor)	$0	$0	$0
Dr Ruth Hussey (Governor)	$0	$0	$0
Mr Branwen Jeffreys (Governor)	$0	$0	$0
David Smart (Governor)	$0	$0	$0
Ms Rosalind Smyth (Governor)	$0	$0	$0

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990

Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$52,450,843

Expenses

$60,868,636

Net Income

-$8,417,793

Net Assets

$1,502,229,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,214,374	2.3%
Program Services	$0
Investment Income	$15,903,070	30.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$35,333,399	67.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,155,821	3.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$12,048,141	19.8%

Assets/Debt
Total Assets	$1,549,446,905
Total Liabilities	$47,217,522
Net Assets	$1,502,229,383

Compensation

Key Employees and Officers	Compensation	Related	Other
Dr Jennifer Dixon (Chief Executive)	$318,787	$0	$237
Dr Joanna Bibby (Director Of Health)	$214,660	$0	$24,844
Ms Anita Charlesworth (Director Of Research & Economics)	$209,561	$0	$22,600
Mr Paul Hackwell (Dir. Of Fin. & Operations)	$207,053	$0	$198
Mr William Warburton (Director Of Improvement)	$176,884	$0	$19,258
Mr Adam Steventon (Director Of Data Analytics)	$151,451	$0	$16,232
Ms Catherine Irving (Director Of Communications)	$148,583	$0	$20,015
Ms Penny Pereira (Deputy Director Of Improvement)	$137,968	$0	$14,749
Mr Aidan Kearney (Chief Investments Officer)	$133,839	$0	$0
Charles Tallack (Asst. Dir. Health/Social Care Sust.)	$131,498	$0	$19,509
Samantha Fletcher (Deputy Director Of Communications)	$123,299	$0	$7,908
Ms Patsy Mills (Head Of Hr)	$113,643	$0	$14,853
Timothy Elwell Sutton (Assistant Director Healthy Live)	$113,643	$0	$12,933
Tim Horton (Asst. Director Insight & Analysis)	$113,643	$0	$12,462
Mr Ian Morris (Head Of It)	$113,643	$0	$12,148
Ruth Thorlby (Assistant Director Policy)	$113,111	$0	$7,255
Mr Guy Silk (Head Of Operations, Office)	$75,152	$0	$9,463
Sir Hugh Taylor (Chair)	$0	$0	$0
Katie Blacklock (Governor)	$0	$0	$0
Sir David Dalton (Governor)	$0	$0	$0
Dawn Edge (Governor)	$0	$0	$0
Mr Eric Gregory (Governor)	$0	$0	$0
Ravi Gurumurthy (Governor)	$0	$0	$0
Ms Loraine Hawkins (Governor)	$0	$0	$0
Mr Martyn Hole (Governor)	$0	$0	$0
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990

Filed on Nov. 2, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$191,720,965

Expenses

$54,006,944

Net Income

$137,714,021

Net Assets

$1,398,056,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,349,005	0.7%
Program Services	$0
Investment Income	$17,191,071	9.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$173,180,889	90.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,615,608	3.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,467,534	19.4%

Assets/Debt
Total Assets	$1,446,502,996
Total Liabilities	$48,446,959
Net Assets	$1,398,056,037

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Revenue

$55,830,845

Expenses

$51,771,262

Net Income

$4,059,583

Net Assets

$1,212,573,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,400,527	2.5%
Program Services	$174,083	0.3%
Investment Income	$16,304,426	29.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$37,951,809	68.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,274,442	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$9,089,707	17.6%

Assets/Debt
Total Assets	$1,262,534,270
Total Liabilities	$49,961,151
Net Assets	$1,212,573,119

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$120,949,356

Expenses

$69,879,877

Net Income

$51,069,479

Net Assets

$1,362,125,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,206,776	1.0%
Program Services	$154,975	0.1%
Investment Income	$15,037,225	12.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$104,550,380	86.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,199,938	1.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$7,918,770	11.3%

Assets/Debt
Total Assets	$1,415,386,545
Total Liabilities	$53,261,422
Net Assets	$1,362,125,123

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$59,481,066

Expenses

$48,020,699

Net Income

$11,460,367

Net Assets

$1,164,623,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,331,362	2.2%
Program Services	$160,775	0.3%
Investment Income	$16,964,109	28.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$41,024,820	69.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,212,436	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$7,850,285	16.3%

Assets/Debt
Total Assets	$1,195,433,846
Total Liabilities	$30,810,168
Net Assets	$1,164,623,678

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$123,374,203

Expenses

$48,443,561

Net Income

$74,930,642

Net Assets

$1,228,266,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,431,754	1.2%
Program Services	$199,817	0.2%
Investment Income	$20,375,614	16.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$101,366,476	82.2%
Net Inventory Sales	$0
Other Revenue	$542	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,063,472	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,070,863	16.7%

Assets/Debt
Total Assets	$1,267,633,276
Total Liabilities	$39,366,487
Net Assets	$1,228,266,789

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$70,352,609

Expenses

$53,797,224

Net Income

$16,555,385

Net Assets

$1,291,747,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$346,929	0.5%
Investment Income	$26,674,049	37.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$43,331,631	61.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,195,104	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,412,446	11.9%

Assets/Debt
Total Assets	$1,336,079,778
Total Liabilities	$44,331,979
Net Assets	$1,291,747,799

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$85,907,856

Expenses

$41,301,728

Net Income

$44,606,128

Net Assets

$1,302,733,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$132,470	0.2%
Investment Income	$21,333,991	24.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$64,441,395	75.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,075,483	2.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,071,110	12.3%

Assets/Debt
Total Assets	$1,342,175,613
Total Liabilities	$39,442,369
Net Assets	$1,302,733,244

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$74,393,744

Expenses

$44,387,600

Net Income

$30,006,144

Net Assets

$1,041,560,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$24,391,392	32.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$50,002,351	67.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,804,119	4.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,523,617	10.2%

Assets/Debt
Total Assets	$1,080,765,261
Total Liabilities	$39,204,312
Net Assets	$1,041,560,949

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Revenue

-$37,155,367

Expenses

$37,536,775

Net Income

-$74,692,142

Net Assets

$971,016,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$749
Program Services	$0
Investment Income	$27,858,346
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$65,014,463
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,907,489	5.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,559,849	9.5%

Assets/Debt
Total Assets	$1,012,319,098
Total Liabilities	$41,302,191
Net Assets	$971,016,907

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Revenue

$25,671,834

Expenses

$36,893,159

Net Income

-$11,221,325

Net Assets

$1,013,340,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$39,561,421	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$13,889,587
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,728,787	4.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,067,106	11.0%

Assets/Debt
Total Assets	$1,062,742,388
Total Liabilities	$49,402,289
Net Assets	$1,013,340,099

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Updated December 2, 2024

The Health Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $113M (2022)

Expenses $88M (2022)

Total Assets $1.44B (2022)

Total Liabilities $50.5M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2009

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2008

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2005

No Extracted Financial Data

Document Links

Revenue

$113M (2022)

Expenses

$88M (2022)

Total Assets

$1.44B (2022)

Total Liabilities

$50.5M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2005