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    3. Sourcewise
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    Sourcewise

    ActivoHuman Services
    Santa Clara, CASitio web4083503200EIN: 94-22565034 declaraciones registradas

    About Sourcewise

    To provide adults and their caregivers the tools and services they need to effectively navigate their health and life options; educate, prepare, support, and advocate for older adults, persons with disabilities, caregivers, and adults in Santa Clara County.

    Focus Areas

    Aging servicesNutrition / Meals on WheelsCare managementCaregiver supportHealth insurance counseling (Medicare)Digital inclusionSenior employmentPublic authority servicesCalFresh / SNAP assistanceHome modification / Aging in placeSenior transportation

    Who They Fund

    older adults/seniorsfamily & informal caregivers

    About Sourcewise

    Sourcewise channels nearly all of its giving into Santa Clara County older-adult and caregiver services, with repeated large awards tied to Title III programs. The largest recent grant in the data is $7,878,016 to the County of Santa Clara in 2025 for Title III-C, following similarly large Title III-C awards of $7,033,254 in 2024 and $5,282,425 in 2023. That pattern points to a funder that operates through public-system and community-provider contracts rather than one-off project grants. Alongside county-level support, Sourcewise funds a network of local organizations serving seniors and caregivers in San Jose and nearby cities. Catholic Charities of Santa Clara County received $805,404 in 2025 for Title III-B and VII, while The Health Trust received $655,240 in 2025 for Title III-C. Other sizable awards support legal aid, adult day services, caregiver assistance, and aging-in-place programs. The foundation’s public summary centers on helping adults and their caregivers navigate health and life options, and its grant record reflects that emphasis through services for older adults, people with disabilities, caregivers, and adults in Santa Clara County.

    What Sourcewise Funds

    In senior nutrition, Sourcewise funded Trio Community Meals with $139,850 in 2024 for Title III-C, one of the program areas tied to congregate and home-delivered meals. In caregiver support and related services, Family Caregiving Alliance received $101,586 in 2024 for Title III-E, while Live Oak Adult Day Services received $471,045 in 2025 for Title III-B and III-E. The foundation also backs health insurance counseling and advocacy. Senior Adults Legal Assistance received $486,348 in 2025 for Title III-B, VII, and HICAP, and the organization appears again in the 2024 and 2023 grant list under related HICAP and Title III-B funding. In digital and social participation programming, San Jose State University Research Foundation - Timpany Center received $120,664 in 2025 for Title III-D, and City of Sunnyvale received $97,519 in 2025 for Title III-D.

    How Sourcewise Gives

    Sourcewise’s grant sizes are wide-ranging, with a 25th percentile of $52,988, a median of $97,519, and a 75th percentile of $302,508. The distribution includes very large public-contract awards alongside smaller direct-service grants to local providers. The pattern is recurring: several recipients appear in multiple years, including the County of Santa Clara, Catholic Charities of Santa Clara County, The Health Trust, Avenidas, Live Oak Adult Day Services, Hearts and Minds Activity Center, and Senior Adults Legal Assistance. Sourcewise is a Pure DAF Provider and funds individuals: False.

    Financial Snapshot

    Annual Giving

    $9.2M

    Total Assets

    $9.6M

    Total Revenue

    $27M

    Total Expenses

    $26.7M

    Typical Grant Size

    Most grants fall between $53K and $303K, with a median of $98K.

    25th Percentile

    $53K

    Median

    $98K

    75th Percentile

    $303K

    Geographic Reach

    Local2 states funded

    About 98% of grants go to recipients in CA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Medicare beneficiaries
    homebound or meal-dependent seniors

    Funding Style

    program-specific grantsdirect service deliveryrestricted/earmarked fundingmulti-program support

    Topics

    senior nutrition (congregate & home-delivered meals)supportive services for older adultscaregiver support programsdisease prevention & health promotion for seniorshealth insurance counseling & advocacy (HICAP/Medicare assistance)

    Where Sourcewise Makes Grants

    Grantmaking is highly local: 98% of grants go to recipients in California, and every grant in the recipient-country data is in the US. Most awards land in San Jose, with additional grants in Palo Alto, Mountain View, Los Altos, Sunnyvale, and San Francisco. A smaller portion reaches outside Santa Clara County, including Flowood, Mississippi, through Trio Community Meals. The recipient pattern shows a county-centered portfolio with a few statewide or out-of-area service vendors.

    Frequently Asked Questions About Sourcewise

    What kinds of programs does Sourcewise support most often?

    Sourcewise supports older-adult and caregiver services, especially senior nutrition, supportive services, caregiver support, health insurance counseling and advocacy, and aging-in-place programs. The recent grants list includes Title III-C, Title III-B, Title III-E, Title III-D, HICAP, and HCBS funding lines tied to those service areas.

    Does Sourcewise fund mostly local organizations?

    Yes. The geographic data show a local scope of giving, with 98% of grants going to recipients in California. Recent grants are concentrated in San Jose and nearby cities such as Palo Alto, Mountain View, Los Altos, and Sunnyvale.

    Are Sourcewise grants usually one-time or recurring?

    Several recipients receive support across multiple years. The County of Santa Clara appears in 2023, 2024, and 2025; Catholic Charities of Santa Clara County appears in 2023, 2024, and 2025; The Health Trust appears in 2023, 2024, and 2025; and Avenidas, Live Oak Adult Day Services, Hearts and Minds Activity Center, and Senior Adults Legal Assistance also recur.

    What is Sourcewise’s typical grant size?

    The grant-size distribution centers near six figures. The 25th percentile is $52,988, the median is $97,519, and the 75th percentile is $302,508. Recent awards range from smaller program grants to multi-million-dollar Title III-C allocations.

    Who is eligible for Sourcewise-supported services?

    The beneficiary groups identified in the data are older adults and seniors, family and informal caregivers, Medicare beneficiaries, and homebound or meal-dependent seniors. The foundation’s summary also names persons with disabilities and adults in Santa Clara County as part of its service focus.

    Latest 990 Filing

    2026

    Source: IRS Form 990-PF, fiscal year 2026.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    County of Santa ClaraSan Jose, CA$6,823,3322026Title III-C1, III-C2,
    Catholic Charities of Santa Clara CountySan Jose, CA$683,2322026Title III-B, III-E, VII-A, MOCA
    Senior Adults Legal AssistanceSan Jose, CA$394,1082026Title III-B, VII-B
    Live Oak Adult Day ServicesSan Jose, CA$370,3462026Title III-B, III-E
    Community Services Agency of Mountain View and Los AltosMountain View, CA$197,3002026Title III-B
    Hearts and Minds Activity CenterSan Jose, CA$133,7852026Title III-E, MOCA
    AvenidasPalo Alto, CA$115,2792026Title III-B, III-E
    San Jose State University Research Foundation - Timpany CenterSan Jose, CA$92,9912026Title III-D
    Asian American Community for InvolvementSan Jose, CA$85,4072026Title III-D
    Alzheimer's Disease and Related Disorders Association IncSan Jose, CA$64,8002026Title III-E
    Peninsula Volunteers IncMenlo Park, CA$59,8382026Title III-B, MOCA
    Family Caregiver AllianceSan Francisco, CA$53,4812026MOCA
    Loaves & Fishes Family KitchenSan Jose, CA$50,0152026Title III-C2
    Bloom USA CateringSanta Clara, CA$49,6592026MOCA
    West Valley Community ServicesCupertino, CA$23,1792026MOCA
    City of SunnyvaleSunnyvale, CA$21,0382026Title III-D
    Hunger at HomeSan Jose, CA$18,7502026MOCA
    County of Santa ClaraSan Jose, CA$7,878,0162025Title III-C
    Catholic Charities of Santa Clara CountySan Jose, CA$805,4042025Title III-B & VII
    The Health TrustSan Jose, CA$655,2402025Title III-C
    Senior Adults Legal AssistanceSan Jose, CA$486,3482025Title III-B, VII & HICAP
    Live Oak Adult Day ServicesSan Jose, CA$471,0452025Title III-B & III-E
    Hearts and Minds Activity CenterSan Jose, CA$221,3482025Title III-E
    AvenidasPalo Alto, CA$178,5662025Title III-B & III-E
    San Jose State University Research Foundation - Timpany CenterSan Jose, CA$120,6642025Title III-D
    Community Services Agency of Mountain View and Los AltosMountain View, CA$101,9522025Title III-B, PHWP & MOCA
    City of SunnyvaleSunnyvale, CA$97,5192025Title III-D
    Martha's KitchenSan Jose, CA$83,2712025HCBS
    Yu-Ai KaiSan Jose, CA$76,9502025HCBS
    IL Pastaio IncSan Jose, CA$72,6182025HCBS
    Alzheimer's Disease and Related Disorders Association IncSan Jose, CA$71,3962025Title III-E
    Loaves & Fishes Family KitchenSan Jose, CA$56,4182025HCBS
    Peninsula Volunteers IncMenlo Park, CA$53,1722025Title III-B & MOCA
    Family Caregiving AllianceSan Francisco, CA$47,9722025Title III-E & MOCA
    Asian American Community for InvolvementSan Jose, CA$7,8832025Title III-B
    County of Santa ClaraSan Jose, CA$7,033,2542024Title III-C
    Catholic Charities of Santa Clara CountySan Jose, CA$784,1312024Title III & VII
    The Health TrustSan Jose, CA$458,1052024Title III-C
    Live Oak Adult Day ServicesSan Jose, CA$382,6842024Title III-B & III-E
    Senior Adults Legal AssistanceSan Jose, CA$320,7382024Title III-B, VII & HICAP
    Hearts and Minds Activity CenterSan Jose, CA$204,7782024Title III-E
    AvenidasPalo Alto, CA$156,0492024Title III-B & III-E
    Trio Community MealsFlowood, MS$139,8502024Title III-C
    Family Caregiving AllianceSan Francisco, CA$101,5862024Title III-E
    Alzheimer's Disease and Related Disorders Association IncSan Jose, CA$95,4002024Title III-E
    San Jose State University Research Foundation - Timpany CenterSan Jose, CA$79,9912024Title III-D
    City of SunnyvaleSunnyvale, CA$63,6572024Title III-D
    Community Services Agency of Mountain View and Los AltosMountain View, CA$60,0002024Title III-B
    Asian American Community for InvolvementSan Jose, CA$52,1172024Title III-B
    IL Pastaio IncSan Jose, CA$48,6732024HCBS

    County of Santa Clara

    $6,823,332
    San Jose, CA2026

    Title III-C1, III-C2,

    Catholic Charities of Santa Clara County

    $683,232
    San Jose, CA2026

    Title III-B, III-E, VII-A, MOCA

    Senior Adults Legal Assistance

    $394,108
    San Jose, CA2026

    Title III-B, VII-B

    Live Oak Adult Day Services

    $370,346
    San Jose, CA2026

    Title III-B, III-E

    Community Services Agency of Mountain View and Los Altos

    $197,300
    Mountain View, CA2026

    Title III-B

    Hearts and Minds Activity Center

    $133,785
    San Jose, CA2026

    Title III-E, MOCA

    Avenidas

    $115,279
    Palo Alto, CA2026

    Title III-B, III-E

    San Jose State University Research Foundation - Timpany Center

    $92,991
    San Jose, CA2026

    Title III-D

    Asian American Community for Involvement

    $85,407
    San Jose, CA2026

    Title III-D

    Alzheimer's Disease and Related Disorders Association Inc

    $64,800
    San Jose, CA2026

    Title III-E

    Peninsula Volunteers Inc

    $59,838
    Menlo Park, CA2026

    Title III-B, MOCA

    Family Caregiver Alliance

    $53,481
    San Francisco, CA2026

    MOCA

    Loaves & Fishes Family Kitchen

    $50,015
    San Jose, CA2026

    Title III-C2

    Bloom USA Catering

    $49,659
    Santa Clara, CA2026

    MOCA

    West Valley Community Services

    $23,179
    Cupertino, CA2026

    MOCA

    City of Sunnyvale

    $21,038
    Sunnyvale, CA2026

    Title III-D

    Hunger at Home

    $18,750
    San Jose, CA2026

    MOCA

    County of Santa Clara

    $7,878,016
    San Jose, CA2025

    Title III-C

    Catholic Charities of Santa Clara County

    $805,404
    San Jose, CA2025

    Title III-B & VII

    The Health Trust

    $655,240
    San Jose, CA2025

    Title III-C

    Senior Adults Legal Assistance

    $486,348
    San Jose, CA2025

    Title III-B, VII & HICAP

    Live Oak Adult Day Services

    $471,045
    San Jose, CA2025

    Title III-B & III-E

    Hearts and Minds Activity Center

    $221,348
    San Jose, CA2025

    Title III-E

    Avenidas

    $178,566
    Palo Alto, CA2025

    Title III-B & III-E

    San Jose State University Research Foundation - Timpany Center

    $120,664
    San Jose, CA2025

    Title III-D

    Community Services Agency of Mountain View and Los Altos

    $101,952
    Mountain View, CA2025

    Title III-B, PHWP & MOCA

    City of Sunnyvale

    $97,519
    Sunnyvale, CA2025

    Title III-D

    Martha's Kitchen

    $83,271
    San Jose, CA2025

    HCBS

    Yu-Ai Kai

    $76,950
    San Jose, CA2025

    HCBS

    IL Pastaio Inc

    $72,618
    San Jose, CA2025

    HCBS

    Alzheimer's Disease and Related Disorders Association Inc

    $71,396
    San Jose, CA2025

    Title III-E

    Loaves & Fishes Family Kitchen

    $56,418
    San Jose, CA2025

    HCBS

    Peninsula Volunteers Inc

    $53,172
    Menlo Park, CA2025

    Title III-B & MOCA

    Family Caregiving Alliance

    $47,972
    San Francisco, CA2025

    Title III-E & MOCA

    Asian American Community for Involvement

    $7,883
    San Jose, CA2025

    Title III-B

    County of Santa Clara

    $7,033,254
    San Jose, CA2024

    Title III-C

    Catholic Charities of Santa Clara County

    $784,131
    San Jose, CA2024

    Title III & VII

    The Health Trust

    $458,105
    San Jose, CA2024

    Title III-C

    Live Oak Adult Day Services

    $382,684
    San Jose, CA2024

    Title III-B & III-E

    Senior Adults Legal Assistance

    $320,738
    San Jose, CA2024

    Title III-B, VII & HICAP

    Hearts and Minds Activity Center

    $204,778
    San Jose, CA2024

    Title III-E

    Avenidas

    $156,049
    Palo Alto, CA2024

    Title III-B & III-E

    Trio Community Meals

    $139,850
    Flowood, MS2024

    Title III-C

    Family Caregiving Alliance

    $101,586
    San Francisco, CA2024

    Title III-E

    Alzheimer's Disease and Related Disorders Association Inc

    $95,400
    San Jose, CA2024

    Title III-E

    San Jose State University Research Foundation - Timpany Center

    $79,991
    San Jose, CA2024

    Title III-D

    City of Sunnyvale

    $63,657
    Sunnyvale, CA2024

    Title III-D

    Community Services Agency of Mountain View and Los Altos

    $60,000
    Mountain View, CA2024

    Title III-B

    Asian American Community for Involvement

    $52,117
    San Jose, CA2024

    Title III-B

    IL Pastaio Inc

    $48,673
    San Jose, CA2024

    HCBS