Gary And Mary West Foundation
- Assets
- $0.0
- Revenue
- $3.3m
- Investments
- $0.0
- Employees
- 0
- Location
- La Jolla, CA
- Founding
- 12/1995
- Data as of
- 12/2022
- 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 12/2022, Gary And Mary West Foundation generated $3.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (11.5%) each year. All expenses for the organization totaled $9.0m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (4.5%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Gary And Mary West Foundation has awarded 542 individual grants totaling $148,566,837. 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
2022
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 |
|---|---|---|---|
Gary L West Director | 2 | $0 | |
Mary E West Director | 2 | $0 | |
Shelley Lyford President, CEO & Director | 20 | $229,562 | |
Marc Harper Director & Secretary | 2 | $0 | |
Timothy Lash Cso | 20 | $130,565 | |
Dr Zia Agha Chief Medical Officer | 8 | $40,744 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
The Northern Trust Company | 12/30/22 | $354,548 |
Gary & Mary West Management Company Inc | 12/30/22 | $288,257 |
Pce Consulting Llc | 12/30/22 | $152,320 |
Isadora Design Llc | 12/30/22 | $77,384 |
Communication Partners & Associates Llc | 12/30/22 | $61,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,949,430 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $601,207 |
| Capital Gain Net Income | $601,207 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $777,336 |
| Total Revenue | $3,327,973 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $400,871 |
| Other employee salaries and wages | $482,310 |
| Pension plans, employee benefits | $109,218 |
| Interest | $0 |
| Taxes | $105,996 |
| Depreciation | $1,516 |
| Occupancy | $48,717 |
| Travel, conferences, and meetings | $75,215 |
| Printing and publications | $2,350 |
| Other expenses | $101,514 |
| Total operating and administrative expenses | $2,351,218 |
| Contributions, gifts, grants paid | $6,698,358 |
| Total expenses and disbursements | $9,049,576 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| 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 | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| 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 | $0 |
Grants Awarded
Over the last fiscal year, Gary And Mary West Foundation has awarded $9,036,679 in support to 39 organizations.
| Grant Recipient | Amount |
|---|---|
211 SAN DIEGO PURPOSE: TO SUPPORT THE COMMUNITY INFORMATION EXCHANGE CALIFORNIA FORUM 2022. | $2,500 |
CHALLENGE CENTER PURPOSE: AGING WITH INDEPENDENCE AND DIGNITY. | $35,750 |
APPLE TREE DENTAL PURPOSE: TO SUPPORT THE HEALTHY AGING PROJECT. | $16,800 |
CREIGHTON UNIVERSITY PURPOSE: TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT. | $50,000 |
GARY AND MARY WEST HEALTH POLICY CENTER INC PURPOSE: TO SUPPORT AND DEVELOP INNOVATIVE HEALTHCARE DELIVERY MODELS AND ALTERNATIVE PAYMENT MODELS TO IMPROVE CARE AND ACCESS FOR SENIORS. | $5,998,879 |
GARY AND MARY WEST SENIOR DENTAL CENTER INC PURPOSE: TO PROVIDE LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE. | $900,000 |