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← GARY AND MARY WEST CHARITABLE TRUST

Form 990-PF for tax year 2023

Filed by GARY AND MARY WEST CHARITABLE TRUST.

Totals

Total revenue
$16,909,732
Total expenses
$33,596,598
Contributions and grants received
$4,846,633
Contributions, gifts and grants paid
$28,891,826
Fair market value of assets, end of year
$333,413,300

Listed in Part VIII

  • Shelley Lyford

    CEO AND CHAIR

    Total calculated
    $324,320
    Compensation
    $298,990
    Benefit plans
    $25,330
    Expense account
    $0
    Hours/week
    20

  • Sally Hallak

    CFO & TREASURER

    Total calculated
    $229,592
    Compensation
    $206,483
    Benefit plans
    $23,109
    Expense account
    $0
    Hours/week
    15

  • Tim Lash

    PRESIDENT

    Total calculated
    $190,491
    Compensation
    $176,287
    Benefit plans
    $14,204
    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

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))
$29,944,404
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$29,941,850
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

    $22,000,000

    LA JOLLA, CA

    TO SUPPORT OPERATIONS AND APPLIED MEDICAL RESEARCH INITIATIVES

  • GARY AND MARY WEST HEALTH POLICY CENTER

    $6,000,000

    WASHINGTON, DC

    SEE STATEMENT FOR EXPENDITURE RESPONSIBILITY GRANT

  • OMAHA COMMUNITY FOUNDATION

    $519,950

    OMAHA, NE

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

  • SERVING SENIORS

    $261,000

    SAN DIEGO, CA

    TO SUPPORT INTEGRATED CARE COORDINATION

  • GARY AND MARY WEST SENIOR DENTAL CENTER INC

    $200,000

    SAN DIEGO, CA

    TO SUPPORT GENERAL OPERATIONS AND SUSTAINABILITY PLANNING

  • LEGAL AID SOCIETY OF SAN DIEGO INC

    $192,500

    SAN DIEGO, CA

    TO SUPPORT THE HEALTH ADVOCACY PROJECT

  • SERVING SENIORS

    $168,000

    SAN DIEGO, CA

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

  • THE SCAN FOUNDATION

    $150,000

    LONG BEACH, CA

    TO SUPPORT THE CALIFORNIA MASTER PLAN FOR AGING PROJECT

  • INTERFAITH COMMUNITY SERVICES INC

    $100,000

    ESCONDIDO, CA

    TO SUPPORT SENIOR SERVICES IN NORTH SAN DIEGO COUNTY

  • CHALLENGE CENTER

    $71,500

    LA MESA, CA

    TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY

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

Provenance

Return type
form_990_pf
Tax year
2023
Filed
23 September 2024
IRS schema version
2023v5.1
Source object
202402969349100200

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

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