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← GARY AND MARY WEST CHARITABLE TRUST

Form 990-PF for tax year 2024

Filed by GARY AND MARY WEST CHARITABLE TRUST.

Totals

Total revenue
$131,725,584
Total expenses
$63,613,371
Contributions and grants received
$100,325,925
Contributions, gifts and grants paid
$57,387,261
Fair market value of assets, end of year
$411,230,787

Listed in Part VIII

  • Shelley M Lyford

    CEO AND CHAIR

    Total calculated
    $373,989
    Compensation
    $348,010
    Benefit plans
    $25,979
    Expense account
    $0
    Hours/week
    20

  • Sally Hallak

    CFO & TREASURER

    Total calculated
    $246,158
    Compensation
    $246,158
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    15

  • Timothy Lash

    PRESIDENT

    Total calculated
    $206,344
    Compensation
    $191,709
    Benefit plans
    $14,635
    Expense account
    $0
    Hours/week
    15

  • Marc Harper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary E West

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Gary L West

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kimberly G McKinnon

    ADMINISTRATIVE TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$49,511,228
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$49,510,525
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return marks the accrual method, under which a grant is recorded when the foundation commits to it rather than when it pays, so the books total need not agree with the cash figures in this section: a grant promised one year and paid in another is counted in different years.

  • GARY AND MARY WEST HEALTH INSTITUTE

    $36,000,000

    LA JOLLA, CA

    TO SUPPORT OPERATIONS AND APPLIED MEDICAL RESEARCH INITIATIVES

  • GARY AND MARY WEST HEALTH POLICY CENTER INC

    $12,000,000

    WASHINGTON, DC

    SEE STATEMENT FOR EXPENDITURE RESPONSIBILITY GRANT

  • OMAHA COMMUNITY FOUNDATION

    $520,000

    OMAHA, NE

    TO SUPPORT THE TRUST'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS

  • LEGAL AID SOCIETY OF SAN DIEGO INC

    $192,500

    SAN DIEGO, CA

    TO SUPPORT THE HEALTH ADVOCACY PROJECT

  • SERVING SENIORS

    $130,500

    SAN DIEGO, CA

    TO SUPPORT INTEGRATED CARE COORDINATION

  • SERVING SENIORS

    $105,000

    SAN DIEGO, CA

    TO SUPPORT OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER

  • SERVING SENIORS

    $87,000

    SAN DIEGO, CA

    TO SUPPORT INTEGRATED CARE COORDINATION

  • SAN DIEGO SENIORS COMMUNITY FOUNDATION

    $75,000

    SAN DIEGO, CA

    TO SUPPORT THE GENERAL OPERATIONS

  • SERVING SENIORS

    $63,000

    SAN DIEGO, CA

    TO SUPPORT OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER

  • INTERFAITH COMMUNITY SERVICES INC

    $50,000

    ESCONDIDO, CA

    TO SUPPORT SENIOR SERVICES IN NORTH SAN DIEGO COUNTY

The 10 largest to organizations. The API serves every grant row.

Provenance

Return type
form_990_pf
Tax year
2024
Filed
6 October 2025
IRS schema version
2024v5.2
Source object
202542819349101514

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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