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20.00 175715 12052 0 DR ZIA AGHA 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 CHIEF MEDICAL OFFICER 8.00 51250 0 0 JOHN LITTLE 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 DIRECTOR OF FINANCE 40.00 201512 32725 0 BRENDA SCHMITTHENNER 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 PROGRAM OFFICER 20.00 147281 39926 0 LINDSAY GOLDSMITH 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 ACCOUNTING MANAGER 40.00 138484 15245 0 VYAN NGUYEN 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 PROGRAM OFFICER 30.00 120289 11373 0 LEXY HARSHMAN 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 OPERATIONS MANAGER 40.00 96716 9680 0 0 WEST FAMILY INVESTMENTS INC 1603 ORRINGTON SUITE 810 EVANSTON IL 60201 INVESTMENT MANAGEMENT 409845 PCE CONSULTING LLC 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 ACUTE CARE ADVOCACY 288286 WEST MANAGEMENT COMPANY INC 5800 ARMADA DRIVE SUITE 100 CARLSBAD CA 92008 ADVOCACY AND ADMINISTRATION 207855 COMMUNICATION PARTNERS & ASSOCIATES LLC 250 GREENWICH ST SUITE 4620 NY NY 10007 ADVOCACY AND MEDIA OUTREACH 137982 J WALLIN OPINION RESEARCH 180 NEWPORT CENTER DRIVE SUITE 219 NEWPORT BEACH CA 92660 RESEARCH 62500 1 ADOVCATE FOR HEALTH CARE INTERESTS OF OLDER ADULTS THROUGH OUTREACH TO MEDIA, POLICY MAKERS AND EXECUTIVES IN HEALTH CARE AND INSURANCE. IN PARTICULAR, GUIDE RESEARCH AND ADVOCACY TO IMPLEMENT TELEHEALTH IN SENIOR COMMUNITIES AND REDUCE UNNECESSARY EMERGENCY DEPARTMENT TRANSFERS. ADVOCACY AND RESEARCH IS CONDUCTED WITH THE GOAL OF BETTER CARE, WHEN NEEDED, AT LOWER COSTS TO THE PAYOR. 268240 THE FOUNDATION'S PROGRAM-RELATED INVESTMENT IS COMPRISED OF A CREDIT AGREEMENT TO CIVICA, A NON-PROFIT ORGANIZATION, WITH BORROWINGS AVAILABLE UP TO $9,000,000. ADVANCES UNDER THE CREDIT AGREEMENT BEAR INTEREST AT 5.00% PER ANNUM, WITH PRINCIPAL AND INTEREST DUE AUGUST 2030. ADVANCES UNDER THE CREDIT AGREEMENT WERE $4,005,596, PLUS PAYMENT IN KIND INTEREST OF $186,984 IN 2020. SEE PART VII-B, LINE 5C - EXPENDITURE RESPONSIBILITY STATEMENT FOR ADDITIONAL INFORMATION. 4005596 4005596 95701483 21277293 1691320 118670096 0 0 118670096 1780051 116890045 5844502 5844502 63452 63452 5781050 336646 6117696 0 6117696 11943933 4005596 15949529 0 15949529 6117696 0 0 3946700 8651201 4448144 11616167 9179361 37841573 15949529 0 0 0 6117696 9831833 0 0 47673406 0 0 0 0 0 0 3946700 43726706 8651201 4448144 11616167 9179361 9831833 GARY L WEST MARY E WEST X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE FL 17 CHICAGO IL 60601 NONE PC DONATION IN HONOR OF MR. RAY HARPER JR. 1000 APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW MN 55112 NONE PC TO SUPPORT THE HEALTHY AGING PROJECT. 16550 CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA CA 91942 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 25000 CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA CA 91942 NONE PC TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY. 32500 CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA CA 91942 NONE PC TO SUPPORT THE HEALTH, WELLNESS, AND INDEPENDENCE INITIATIVE FOR SENIORS WITH FALLS CLASS PROGRAM DEVELOPMENT AND PILOT. 40000 COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO CA 95833 NONE PC TO SUPPORT SCHOLARSHIPS FOR COALITION FOR COMPASSIONATE CARE OF CA 2020 VIRTUAL SUMMIT. 5000 CREIGHTON UNIVERSITY PO BOX 30282 OMAHA NE 68103 NONE PC TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT. 50000 ELDERHELP OF SAN DIEGO 3860 CALLE FORTUNADA SUITE 101 SAN DIEGO CA 92123 NONE PC TO SUPPORT TRANSITION TO ONE SINGULAR, INTEGRATED IT PLATFORM. 20000 ELDERHELP OF SAN DIEGO 3860 CALLE FORTUNADA SUITE 101 SAN DIEGO CA 92123 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 25000 GARY AND MARY WEST HEALTH INSTITUTE 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 NONE PC REIMBURSEMENT OF N95 MASKS. 913 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K ST NW SUITE 730 WASHINGTON DC 20006 NONE POF TO SUPPORT AND DEVELOP INNOVATIVE HEALTHCARE DELIVERY MODELS AND ALTERNATIVE PAYMENT MODELS TO IMPROVE CARE AND ACCESS FOR SENIORS. 5821044 GARY AND MARY WEST SENIOR DENTAL CENTER INC 1525 4TH AVENUE SAN DIEGO CA 92101 NONE PC TO PROVIDE ORAL HEALTHCARE FOR PACE AND COMMUNITY SENIORS IN AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE SAN MARCOS OUTPATIENT DENTAL CLINIC. 442982 GARY AND MARY WEST SENIOR DENTAL CENTER INC 1525 4TH AVENUE SAN DIEGO CA 92101 NONE PC TO SUPPORT COVID-19 CHALLENGE GRANT FOR ORAL HYGIENE KITS. 10000 GARY AND MARY WEST SENIOR DENTAL CENTER INC 1525 4TH AVENUE SAN DIEGO CA 92101 NONE PC TO PROVIDE LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE DOWNTOWN SAN DIEGO OUTPATIENT DENTAL CLINIC. 1239728 GARY AND MARY WEST SENIOR SERVICES INC 1706 DESCANSO AVENUE SAN MARCOS CA 92078 NONE PC NONCASH DONATION OF 18 BOXES OF N95 MASKS. 3056 GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 NONE PC TO SUPPORT FUND THE FUTURE CAMPAIGN FOR 2020. 7500 GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 NONE PC THE SUPPORT THE 2020 GIA ANNUAL CONFERENCE. 25000 GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 NONE PC TO SUPPORT GRANTMAKERS IN AGING GENERAL OPERATIONS. 8000 INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 25000 INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 NONE PC TO SUPPORT SOCIAL SERVICES AND INTERPRETATION. 25000 INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 NONE PC TO SUPPORT CORE OPERATIONS INCLUDING SOCIAL WORK, HEALTH AND WELLNESS PROGRAMS, AND TRANSPORTATION SERVICES. 30000 INTERFAITH COMMUNITY SERVICES INC 550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO CA 92025 NONE PC TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY. 50000 INTERFAITH COMMUNITY SERVICES INC 550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO CA 92025 NONE PC TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY. 37500 JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO CA 92121 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 10000 LEADINGAGE CALIFORNIA FOUNDATION 1315 I ST STE 100 SACRAMENTO CA 95814 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 10000 LEGAL AID SOCIETY OF SAN DIEGO INC 110 SOUTH EUCLID AVENUE SAN DIEGO CA 92114 NONE PC TO SUPPORT THE HEALTH ADVOCACY PROJECT. 209000 MEALS-ON-WHEELS GREATER SAN DIEGO 2254 SAN DIEGO AVENUE SUITE 200 SAN DIEGO CA 92110 NONE PC TO SUPPORT CHANGE OF CONDITION MONITORING AND CARE NAVIGATION PROJECT. 56000 MED4OURWORLD PO BOX 2136 CARLSBAD CA 92018 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 1000 MERRY MAKERS (SANDY LEMKE) 12020 SHAMROCK PLAZA SUITE 200 OMAHA NE 68154 NONE PC TO SUPPORT MUSIC, LAUGHTER, AND MEMORIES FOR SENIORS. 15000 MOTION PICTURE AND TELEVISION FUND 23388 MULHOLLAND DRIVE STE 220 WOODLAND HILLS CA 91364 NONE PC TO SUPPORT SOCIAL ISOLATION IMPACT SUMMIT. 5000 NATIONAL FOUNDATION OF DENTISTRY FOR THE HANDICAPPED 1800 15TH STREET SUITE 100 DENVER CO 80202 NONE PC TO SUPPORT SAN DIEGO COUNTY DONATED DENTAL SERVICES PROGRAM. 27000 NOTRE DAME HOUSING INC 3439 STATE STREET OMAHA NE 68112 NONE PC TO SUPPORT SERVICE COORDINATION, TRANSPORTATION, AND THE COMMUNITY FOOD PANTRY. 50000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT ANIMAL GRANTS FOR WHICH MARY WEST IS THE ADVISOR FOR YEAR 2020. 250000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 3000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 10000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 2500 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 2500 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 1000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 250 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 5000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 5000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 150 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 1500 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 2000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 600 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 750 OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 NONE PC TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS. 750 OUTLOOK ENRICHMENT 4125 S 72ND ST OMAHA NE 68127 NONE PC TO SUPPORT IMPROVING SENIORS' CONNECTIVITY AND MENTAL HEALTH WITH ADAPTIVE TECHNOLOGY TRAINING AND SUPPORT GROUPS. 27000 PROJECT HOUSEWORKS 2316 SOUTH 24TH STREET OMAHA NE 68108 NONE PC TO SUPPORT HOME REPAIRS FOR SENIORS. 50000 PROJECT HOUSEWORKS 2316 SOUTH 24TH STREET OMAHA NE 68108 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 25000 REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY 2195 HEARST AVE RM 120 BERKELEY CA 94720 NONE PC TO SUPPORT TELEHEALTH INNOVATION IN THE ERA OF COVID-19: LESSONS FROM THE FIELD RESPONSIBLE INNOVATION WEBINAR SERIES. 35000 SAN DIEGO OASIS 5500 GROSSMONT CENTER DR STE 269 SAN DIEGO CA 91942 NONE PC TO SUPPORT NORTH COUNTY PILOT - PREVENTING ISOLATION AND LONELINESS: GETTING TECHNOLOGY TOOLS TO OLDER ADULTS. 10000 SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION 530 B STREET 7TH FLOOR SAN DIEGO CA 92101 NONE PC TO SUPPORT THE ORGANIZATIONS PROGRAMS AND INITIATIVES. 25000 SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO CA 92106 NONE PC TO SUPPORT SDSCF SUSTAINABILITY, BRAND RECOGNITION, AND DONOR CULTIVATION. 50000 SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO CA 92106 NONE PC TO SUPPORT COVID-19 NO SENIOR ALONE INITIATIVE. 37500 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT EMERGENCY RESPONSE GRANT FOR COVID-19. 100000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT TELEHEALTH CARE COORDINATION. 125000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT GENERAL OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. 150000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT INTEGRATED DENTAL & WELLNESS COORDINATION. 125000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS. 150000 SHARP HEALTHCARE FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 NONE PC TO SUPPORT EMERGENCY RESPONSE: COVID-19. 25000 THE CURA FOUNDATION PO BOX 5298 NEW YORK NY 10185 NONE PC TO SUPPORT THE FIFTH INTERNATIONAL VATICAN CONFERENCE 25000 THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH CA 90806 NONE PC TO SUPPORT THE CALIFORNIA MASTER PLAN FOR AGING PROJECT. 50000 VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET SUITE 312 OMAHA NE 68105 NONE PC TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM. 20000 9638273 APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW MN 55112 NONE PC TO SUPPORT THE HEALTHY AGING PROJECT. 32900 CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA CA 91942 NONE PC TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY. 32500 CREIGHTON UNIVERSITY PO BOX 30282 OMAHA NE 68103 NONE PC TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT. 50000 ELDERHELP OF SAN DIEGO 3860 CALLE FORTUNADA SUITE 101 SAN DIEGO CA 92123 NONE PC TO SUPPORT TRANSITION TO ONE SINGULAR, INTEGRATED IT PLATFORM. 20000 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K ST NW SUITE 730 WASHINGTON DC 20006 NONE POF TO SUPPORT AND DEVELOP INNOVATIVE HEALTHCARE DELIVERY MODELS AND ALTERNATIVE PAYMENT MODELS TO IMPROVE CARE AND ACCESS FOR SENIORS. 6000000 GARY AND MARY WEST SENIOR DENTAL CENTER INC 1525 4TH AVENUE SAN DIEGO CA 92101 NONE PC TO PROVIDE LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE DOWNTOWN SAN DIEGO OUTPATIENT DENTAL CLINIC. 1075152 GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 NONE PC TO SUPPORT FUND THE FUTURE CAMPAIGN FOR 2021. 7500 INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 NONE PC TO SUPPORT SOCIAL SERVICES AND INTERPRETATION. 25000 INTERFAITH COMMUNITY SERVICES INC 550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO CA 92025 NONE PC TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY. 50000 OUTLOOK ENRICHMENT 4125 S 72ND ST OMAHA NE 68127 NONE PC TO SUPPORT IMPROVING SENIORS' CONNECTIVITY AND MENTAL HEALTH WITH ADAPTIVE TECHNOLOGY TRAINING AND SUPPORT GROUPS. 27000 PROJECT HOUSEWORKS 2316 SOUTH 24TH STREET OMAHA NE 68108 NONE PC TO SUPPORT HOME REPAIRS FOR SENIORS. 60000 SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO CA 92106 NONE PC TO SUPPORT COVID-19 NO SENIOR ALONE INITIATIVE. 37500 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT TELEHEALTH CARE COORDINATION. 110000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT GENERAL OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. 139500 VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET SUITE 312 OMAHA NE 68105 NONE PC TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM. 20000 7687052 14 4155186 14 1253777 18 -18544848 0 -13135885 0 -13135885 1 0 0 0 0 0 0 0 0 1a(1) 4005596 CIVICA RX EXPENDITURE RESPONSIBILITY GRANT 1 CIVICA RX SOCIAL WELFARE ORG A DIRECTOR OF THE FOUNDATION IS ALSO A DIRECTOR OF CIVICA RX. X X 1 GARY L WEST 2013 DE TRUST 5800 ARMADA DRIVE SUITE 100 CARLSBAD CA 92008 3686905 X 2 MARY E WEST 2013 DE TRUST 5800 ARMADA DRIVE SUITE 100 CARLSBAD CA 92008 3686905 X ACCOUNTING FEES 38607 19304 20897 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 2020-01-07 6000000 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. (THE "POLICY CENTER") IN CARRYING OUT ITS CHARITABLE PURPOSES RELATED TO RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE REFORM AND VALUE-BASED INSURANCE DESIGN. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2020 WAS $5,599,523, INCLUDING A REFUNDED AMOUNT OF $110,760. 5599523 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. MIDTERM 07/31/20 & FINAL 01/31/21. QUARTERLY EXPENSE REPORTS. THE GRANTOR HAS NO REASON TO DOUBT THE ACCRUACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS. CIVICA RX 2912 EXECUTIVE PARKWAY SUITE 325 LEHI UT 84043 2018-09-04 1000000 MEMBERSHIP GRANT - TO PROMOTE HEALTHCARE FOR DISADVANTAGED PERSONS BY MAKING ESSENTIAL GENERIC DRUGS BROADLY AVAILABLE TO INDIVIDUALS SERVICED BY ITS MEMBER HOSPITALS AND HEALTH SYSTEMS, INCLUDING HIGH-NEEDS POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW INCOME INDIVIDUALS. - CONTINUED ON STATEMENT 24 1000000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. WEEKLY REPORTS TO THE BOARD OF DIRECTORS. CONTINUED ON STATEMENT 27 THE GRANTOR HAS NO REASON TO DOUBT THE ACCRUACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS. CIVICA RX 2912 EXECUTIVE PARKWAY SUITE 325 LEHI UT 84043 2019-10-23 4005596 PROGRAM RELATED INVESTMENT, LINE OF CREDIT - TO PROMOTE HEALTHCARE FOR DISADVANTAGED PERSONS BY MAKING ESSENTIAL GENERIC DRUGS BROADLY AVAILABLE TO INDIVIDUALS SERVICED BY ITS MEMBER HOSPITALS AND HEALTH SYSTEMS, INCLUDING HIGH-NEEDS POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW INCOME INDIVIDUALS. - CONTINUED ON STATEMENT 25 271263 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. ANNUAL BUDGET 2/27/20. CONTINUED ON STATEMENT 28 THE GRANTOR HAS NO REASON TO DOUBT THE ACCRUACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS. FORM 990-PF; PART VII-B; QUESTION 1A(4) WEST FAMILY INVESTMENTS, INC. PROVIDED INVESTMENT MANAGEMENT SERVICES TO THE GARY AND MARY WEST FOUNDATION THROUGH AUGUST 31, 2020 FOR A MARKET BASED FEE. WEST FAMILY INVESTMENTS, INC. IS OWNED BY GARY AND MARY WEST, SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION AND ONE ADDITIONAL BOARD MEMBER OF THE FOUNDATION. EFFECTIVE AUGUST 31, 2020 THE CONTRACT TERMINATED AND AN UNRELATED PARTY TOOK OVER THIS FUNCTION. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941 (D)(2)(E). WEST DEVELOPMENT, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING PART OF THE 2020 YEAR FOR A MARKET BASED FEE. WEST FAMILY HOLDINGS, LLC IS THE SOLE MEMBER OF WEST DEVELOPMENT, LLC. THE TWO MEMBERS OF WEST FAMILY HOLDINGS, LLC ARE THE GARY L. WEST 2010 REVOCABLE LIVING TRUST AND THE MARY E. WEST 2010 REVOCABLE LIVING TRUST. BOTH MEMBERS OWN 50% OF WEST FAMILY HOLDINGS, LLC. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941 (D)(2)(E).NINETY-NINE TEN BUSINESS SOLUTIONS, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING THE REMAINDER PART OF THE 2020 YEAR FOR A MARKET BASED FEE. THESE SERVICES WERE PREVIOUSLY PROVIDED BY WEST DEVELOPMENT, LLC. WEST FAMILY HOLDINGS, LLC IS THE SOLE MEMBER OF NINETY-NINE TEN BUSINESS SOLUTIONS, LLC. THE TWO MEMBERS OF WEST FAMILY HOLDINGS, LLC ARE THE GARY L. WEST 2010 REVOCABLE LIVING TRUST AND THE MARY E. WEST 2010 REVOCABLE LIVING TRUST. BOTH MEMBERS OWN 50% OF WEST FAMILY HOLDINGS, LLC. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941 (D)(2)(E). FORM 990-PF THE FOUNDATION'S FINANCIAL STATEMENTS ARE PREPARED IN ACCORDANCE WITHACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OFAMERICA (U.S. GAAP). ACCORDINGLY, THE FOUNDATION'S BOOKS ARE ON THEACCRUAL BASIS AND IT RECORDS FIXED-INCOME, EQUITY SECURITIES,DERIVATIVE CONTRACTS, MUTUAL FUNDS, AND ALTERNATIVE INVESTMENTS AT FAIRVALUE IN THE FINANCIAL STATEMENTS AND THE TAX RETURN IN ACCORDANCE WITHFINANCIAL ACCOUNTING STANDARDS BOARD, ASC 820, FAIR VALUE MEASUREMENTS. FORM 990-PF, PART VII-B, LINE 5C, NO. 2 - PURPOSE OF GRANT (CONTINUED) THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G., TOP 10%), AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS. FORM 990-PF, PART VII-B, LINE 5C, NO. 3 - PURPOSE OF GRANT (CONTINUED) THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G., TOP 10%), AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS. FORM 990-PF, PART VII-B, LINE 5C - DATE OF REPORTS BY GRANTEE PENDING ANNUAL REPORT AND PENDING ANNUAL AUDIT. FORM 990-PF, PART VII-B, LINE 5C - DATE OF REPORTS BY GRANTEE WEEKLY REPORTS TO THE BOARD OF DIRECTORS. 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