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EIN 87-3374164

Gary and Mary West Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
8
City
La Jolla
State
California
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
The Gary and Mary West Charitable Trust is a private foundation located in La Jolla, CA. Its trustees include Gary L West, Mary E West, and Shelley Lyford.
Also known as...
Gary and Mary West Foundation
Total revenues
$16,909,732
2023
Total expenses
$33,596,598
2023
Total assets
$333,413,300
2023
Num. employees
8
2023

Program areas at Gary and Mary West Charitable Trust

To support seniors through health and wellness initiatives enabling them to age with independence and dignity.

Grants made by Gary and Mary West Charitable Trust

GranteeGrant descriptionAmount
Gary and Mary West Health InstituteTo Support Operations and Applied Medical Research Initiatives$22,000,000
Gary and Mary West Health Policy CenterSee Statement for Expenditure Responsibility Grant$6,000,000
Omaha Community FoundationTo Support the Trust's Continued Efforts in Funding Charitable Organizations$519,950
...and 17 more grants made

Who funds Gary and Mary West Charitable Trust

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Gary and Mary West Senior Dental CenterDissolution Transfer$1,227,525

Personnel at Gary and Mary West Charitable Trust

NameTitleCompensation
Shelley LyfordChair and Chief Executive Officer$79,647
Sally HallakTrustee and Chair$0
James WomboldtDirector of Accounti$53,353

Financials for Gary and Mary West Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$4,846,633
Investment income and dividends$10,551,706
Net rental income$0
Net gain from sale of non-inventory assets$-449,679
Gross sales of inventory$0
Miscellaneous revenues$1,961,072
Total revenues$16,909,732

Form 990s for Gary and Mary West Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-22990PFView PDF
2022-122023-11-01990PFView PDF
2021-122023-04-21990PFView PDF

Organizations like Gary and Mary West Charitable Trust

OrganizationLocationRevenue
Sandler FoundationSan Francisco, CA$15,366,307
The Life You Can SaveSequim, WA$5,891,257
James C and Norma I Smith FoundationDallas, TX$5,171,757
Dick and Timmy Burton FoundationPO Box CH, IL$9,782,403
Bender FoundationWashington, DC$5,508,584
Coretz Family FoundationTulsa, OK$7,384,201
Constellation BrandsVictor, NY$15,333,415
Ambrose Monell FoundationNew York, NY$20,288,940
Alexis Gregory FoundationHarrison, NY$6,773,586
Paul E Singer FoundationNew York, NY$26,633,741
Data update history
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 21, 2024
Updated personnel
Identified 2 new personnel
December 31, 2023
Used new vendors
Identified 1 new vendor, including
July 8, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 8, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donations
General information
Address
10350 N Torrey Pines Rd
La Jolla, CA 92037
Metro area
San Diego-Chula Vista-Carlsbad, CA
County
San Diego County, CA
Phone
(858) 369-3160
IRS details
EIN
87-3374164
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0278672
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-11-20
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