Gary And Mary West Foundation
- Assets
- $155.0m
- Revenue
- $33.5m
- Investments
- $136.4m
- Employees
- 0
- Location
- La Jolla, CA
- Founding
- 12/1995
- Data as of
- 12/2021
- EIN
- 47-0793015
Organization Overview
Gary And Mary West Foundation is located in La Jolla, CA. The organization was established in 1995. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Gary And Mary West Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Gary And Mary West Foundation generated $33.5m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 20.9% each year . All expenses for the organization totaled $11.4m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Gary And Mary West Foundation has awarded 503 individual grants totaling $139,530,158. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADVOCATE FOR HEALTH CARE INTERESTS OF OLDER ADULTS THROUGH OUTREACH TO MEDIA, POLICY MAKERS AND EXECUTIVES IN HEALTH CARE AND INSURANCE. IN PARTICULAR, SUPPORT EFFORTS TO DETERMINE METHODS AND MEANS FOR IMPROVING HEALTHCARE FOR SENIORS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Shelley Lyford President & CEO | 20 | $297,548 | |
Tim Lash Cso | 20 | $174,015 | |
Vyan Nguyen Program Officer | 30 | $121,935 | |
John Littlethru 072021 Chief Financial Offi | 40 | $109,494 | |
Lindsay Goldsmith Thru 082021 Senior Accountant | 40 | $89,438 | |
Misti Benson Senior Director, Adm | 20 | $84,187 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Pce Consulting Llc | 12/30/21 | $246,120 |
West Management Company Inc | 12/30/21 | $204,789 |
Communication Partners & Associates Llc | 12/30/21 | $78,750 |
Hasson Law Group Llp | 12/30/21 | $70,481 |
Gordon Fournaris & Mammarella Pa | 12/30/21 | $86,021 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $21,682,711 |
| Interest on Savings | $0 |
| Dividends & Interest | $2,685,164 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $7,909,484 |
| Capital Gain Net Income | $24,520,389 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,267,408 |
| Total Revenue | $33,544,767 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $522,813 |
| Other employee salaries and wages | $550,153 |
| Pension plans, employee benefits | $103,960 |
| Interest | $0 |
| Taxes | $488,236 |
| Depreciation | $52,814 |
| Occupancy | $121,098 |
| Travel, conferences, and meetings | $41,903 |
| Printing and publications | $2,977 |
| Other expenses | $158,595 |
| Total operating and administrative expenses | $3,425,135 |
| Contributions, gifts, grants paid | $7,958,391 |
| Total expenses and disbursements | $11,383,526 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $361,765 |
| Savings and temporary cash investments | $13,060,484 |
| Net Accounts receivable | $171,143 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $555,933 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $18,448,573 |
| Net Land, buildings, and equipment | $2,021 |
| Other assets | $4,498,406 |
| Total assets | $155,029,230 |
| Accounts payable and accrued expenses | $415,321 |
| Grants payable | $150,317 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $565,638 |
Grants Awarded
Over the last fiscal year, Gary And Mary West Foundation has awarded $10,497,386 in support to 67 organizations.
| Grant Recipient | Amount |
|---|---|
Washington, DC PURPOSE: TO SUPPORT AND DEVELOP INNOVATIVE HEALTHCARE DELIVERY MODELS AND ALTERNATIVE PAYMENT MODELS TO IMPROVE CARE AND ACCESS FOR SENIORS. | $5,995,812 |
San Diego, CA PURPOSE: TO PROVIDE LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE DOWNTOWN SAN DIEGO OUTPATIENT DENTAL CLINIC. | $1,075,152 |
San Diego, CA PURPOSE: TO PROVIDE ORAL HEALTHCARE FOR PACE AND COMMUNITY SENIORS IN AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE SAN MARCOS OUTPATIENT DENTAL CLINIC. | $408,236 |
OMAHA COMMUNITY FOUNDATION PURPOSE: TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. | $200,000 |
OMAHA COMMUNITY FOUNDATION PURPOSE: TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. | $200,000 |
San Diego, CA PURPOSE: TO SUPPORT THE HEALTH ADVOCACY PROJECT. | $192,500 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Gary And Mary West Foundation has recieved totaling $37,225.
| Awarding Organization | Amount |
|---|---|
Gary And Mary West Health Institute La Jolla, CA PURPOSE: DONATION OF ASSETS FOR GENERAL OPERATIONS | $37,225 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Stupski Foundation San Francisco, CA | $0 | $134,835,311 |
Wayne & Gladys Valley Charitable Foundation Oakland, CA | $270,742,115 | $3,705,667 |
The Marisla Foundation Laguna Beach, CA | $26,534,095 | $36,043,209 |
Craig H Neilsen Foundation Encino, CA | $489,570,251 | $30,946,732 |
Prostate Cancer Foundation Santa Monica, CA | $62,542,873 | $53,016,750 |
L K Whittier Foundation Pasadena, CA | $0 | $1,423,590 |
Sunlight Giving Palo Alto, CA | $510,624,261 | $22,845,227 |
Ralph M Parsons Foundation Los Angeles, CA | $469,540,445 | $59,827,202 |
Aramont Charitable Foundation Los Angeles, CA | $20,309,665 | $851,850 |
Capital Group Companies Charitable Foundation Irvine, CA | $396,511,503 | $49,953,906 |
Vera R Campbell Foundation Los Angeles, CA | $7,174,886 | $467,590 |
Resnick Foundation Los Angeles, CA | $16,158,618 | $25,090,034 |