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Gary And Mary West Charitable Trust is a private trust based in LA JOLLA, CA. The foundation received its IRS ruling in 2022. The principal officer is % Shelley Lyford. It holds total assets of $411.2M. Annual income is reported at $496.9M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Gary And Mary West Charitable Trust has made 40 grants totaling $30.6M, with a median grant of $27K. Annual giving has grown from $685K in 2022 to $29.9M in 2023. Individual grants have ranged from $50 to $22M, with an average award of $766K. The foundation has supported 20 unique organizations. The foundation primarily supports organizations in California, District of Columbia, Nebraska, which account for 83% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Gary And Mary West Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in CA, DC, NE.
Gary And Mary West Charitable Trust has distributed a total of $30.6M across 40 grants. The median grant size is $27K, with an average of $766K. Individual grants have ranged from $50 to $22M.
Gary And Mary West Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Gary And Mary West Charitable Trust is headquartered in LA JOLLA, CA. While based in CA, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Shelley Lyford | CEO AND CHAIR | $80K | $5K | $85K |
| Tim Lash | PRESIDENT | $49K | $3K | $52K |
| Gary L West | TRUSTEE | $0 | $0 | $0 |
| Mary E West | TRUSTEE | $0 | $0 | $0 |
| Sally Hallak | CFO & TREASURER | $0 | $0 | $0 |
Total Giving
$33.6M
Total Assets
$333.4M
Fair Market Value
$333.4M
Net Worth
$332.3M
Grants Paid
$28.9M
Contributions
$4.8M
Net Investment Income
$10.1M
Distribution Amount
$15.3M
Total: $191.2M
Total Grants
40
Total Giving
$30.6M
Average Grant
$766K
Median Grant
$27K
Unique Recipients
20
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Gary And Mary West Health Policy CenterSEE STATEMENT FOR EXPENDITURE RESPONSIBILITY GRANT | Washington, DC | $6M | 2023 |
| Gary And Mary West Health InstituteTO SUPPORT OPERATIONS AND APPLIED MEDICAL RESEARCH INITIATIVES | La Jolla, CA | $22M | 2023 |
| Omaha Community FoundationTO SUPPORT THE TRUST'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS | Omaha, NE | $520K | 2023 |
| Serving SeniorsTO SUPPORT INTEGRATED CARE COORDINATION | San Diego, CA | $261K | 2023 |
| Gary And Mary West Senior Dental Center Inc |
| Marc Harper |
| TRUSTEE |
| $0 |
| $0 |
| $0 |
| San Diego, CA |
| $200K |
| 2023 |
| Legal Aid Society Of San Diego IncTO SUPPORT THE HEALTH ADVOCACY PROJECT | San Diego, CA | $193K | 2023 |
| The Scan FoundationTO SUPPORT THE CALIFORNIA MASTER PLAN FOR AGING PROJECT | Long Beach, CA | $150K | 2023 |
| Interfaith Community Services IncTO SUPPORT SENIOR SERVICES IN NORTH SAN DIEGO COUNTY | Escondido, CA | $100K | 2023 |
| Challenge CenterTO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY | La Mesa, CA | $72K | 2023 |
| Apple Tree DentalTO SUPPORT THE HEALTHY AGING PROJECT | Mounds View, MN | $36K | 2023 |
| Intercultural Senior CenterTO SUPPORT CASE MANAGEMENT FOR OLDER ADULTS | Omaha, NE | $28K | 2023 |
| Outlook EnrichmentTO SUPPORT IMPROVING SENIORS' CONNECTIVITY & MENTAL HEALTH W/ ADAPTIVE TECH. TRAINING & SUPPORT | Omaha, NE | $27K | 2023 |
| American Society On AgingTO SUPPORT THE MASTER PLAN FOR AGING SYMPOSIUM | San Francisco, CA | $25K | 2023 |
| San Diego Regional Economic Development FoundationTO SUPPORT GENERAL OPERATIONS FOCUSED ON SUCCESSFUL AGING | San Diego, CA | $25K | 2023 |
| Notre Dame Housing IncTO SUPPORT LIFE ENRICHMENT COORDINATOR AND SERVICE COORDINATOR | Omaha, NE | $25K | 2023 |
| National Academy Of SciencesTO SUPPORT THE WORKSHOP IN ADVANCING ORAL HEALTH ACROSS THE LIFESPAN | Washington, DC | $25K | 2023 |
| Volunteers Assisting SeniorsTO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM | Omaha, NE | $22K | 2023 |
| Grantmakers In Aging IncTO SUPPORT GRANTMAKERS IN AGING GENERAL OPERATIONS | White Plains, NY | $10K | 2023 |
| Gifford Medical CenterTO SUPPORT LAST MILE EVENT | Randolph, VT | $10K | 2023 |
| Merrymakers AssociationTO SUPPORT MUSIC, LAUGHTER, AND MEMORIES FOR SENIORS | Omaha, NE | $17K | 2022 |
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