GARY AND MARY WEST FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GARY AND MARY WEST FOUNDATION (EIN 47-0793015)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349100953
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T10:11:25-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470793015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 8583693160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 LOMAS SANTA FE DRIVE SUITE 230 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELLEY LYFORD | PersonNm |
| Person Title | PRESIDENT/CEO/ TREASURER | PersonTitleTxt |
| Phone | 8583693160 | PhoneNum |
| Signature | 2018-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J BROWNELL | PreparerPersonNm |
| PTIN | P00232091 | PTIN |
| Phone | 8585589200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.174.140.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-22 | IPDt |
| IP Tm | 10:32:34 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF93C5D76935EF9914B1A2010A7D98AAF99FCD35 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 491FA3A3F5B659195E3DC5B1CF4D8649C35FA22E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $157,378,090 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,745,980 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,674,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,674,292 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,879,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,380,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,263,699 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $994,487 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $994,487 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,294,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,932,478 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $474,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $372,354 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $606,903 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $176,052 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $437,675 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $174,692 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,050 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $117,728 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,995 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $594 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,410 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,692,201 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $682,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,205,827 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $571,436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,918 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $43,592 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $176,978 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $44,244 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $140,058 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $35,014 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $114,615 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $97,996 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,385 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $140,187 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,023 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,756 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,620 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $676,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $605,418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,678,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,120,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,070,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,053,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,654,506 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,732,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,120,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,725,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,561,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,811,846 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $813,410 | CashBOYAmt |
| Cash EOY | $248,402 | CashEOYAmt |
| Cash EOYFMV | $248,402 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,792,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,736,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,736,579 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $238,336 | AcctRcvblAmt |
| Acct Rcvbl BOY | $127,979 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $238,336 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $238,336 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $83,763 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $72,795 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $72,795 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $84,393,110 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,595,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,595,321 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,145,096 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,026,117 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,026,117 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,250,559 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,611,252 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,611,252 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $939,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $446,256 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $651,670 | LandBOYAmt |
| Land EOY | $493,622 | LandEOYAmt |
| Land EOYFMV | $493,622 | LandEOYFMVAmt |
| Other Assets BOY | $1,198,382 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,355,666 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,355,666 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $135,456,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,378,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,378,090 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $842,798 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,821,494 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,224,649 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,695,312 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $386,525 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $133,451 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,453,972 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,650,257 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $132,002,350 | UnrestrictedBOYAmt |
| Unrestricted EOY | $150,727,833 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,002,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $150,727,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,456,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $157,378,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,002,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,561,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21 | OtherIncreasesAmt |
| Subtotal | $151,563,880 | SubtotalAmt |
| Other Decreases | $836,047 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $150,727,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GS ANCHORAGE | P | 2011-12-30 | 2017-03-31 | $20,586 | $20,586 | $0 | $0 |
| GS LIBERTY HARBOR | P | 2011-12-30 | 2017-06-30 | $232 | $4,255 | -$4,023 | -$4,023 |
| GS MEZZANINE | P | 2011-12-30 | 2017-05-31 | $337,438 | $337,438 | $0 | $0 |
| GS MIDDLE MARKET | P | 2017-07-31 | 2017-11-30 | $3,553 | $3,553 | $0 | $0 |
| ARENA VENTURES | P | 2010-09-30 | 2017-12-31 | $32,052 | $27,543 | $4,509 | $4,509 |
| BLUE RIVER | P | 2008-03-31 | 2017-09-30 | $450,000 | $488,420 | -$38,420 | -$38,420 |
| CONATUS | P | 2007-12-28 | 2017-04-30 | $1,651,750 | $1,253,340 | $398,410 | $398,410 |
| CUMBERLAND | P | 2008-01-02 | 2017-06-30 | $1,497 | $1,497 | $1,497 | |
| ELM PARK CREDIT II | P | 2015-05-28 | 2017-07-31 | $8,835 | $8,835 | $0 | $0 |
| EMERGING EUROPE | P | 2008-06-13 | 2017-06-30 | $31,896 | $31,896 | $0 | $0 |
| ETON PARK | P | 2007-08-31 | 2017-07-31 | $2,197,510 | $1,689,179 | $508,331 | $508,331 |
| FORTRESS LIFE | P | 2011-12-30 | 2017-03-31 | $1,120,086 | $934,640 | $185,446 | $185,446 |
| FORTRESS MSR | P | 2012-12-31 | 2017-06-30 | $111,865 | $111,865 | $0 | $0 |
| GREEN COURT PARTNERS III | P | 2011-12-30 | 2017-07-31 | $513,770 | $513,770 | $0 | $0 |
| INVESCO MORTGAGE RECOVERY | P | 2009-10-31 | 2017-04-30 | $153,423 | $153,423 | $0 | $0 |
| MARATHON EUROPEAN CREDIT | P | 2011-12-30 | 2017-03-31 | $136,539 | $100,894 | $35,645 | $35,645 |
| OAKTREE RE DEBT FUND CAYMAN | P | 2014-07-31 | 2017-06-30 | $30,598 | $30,598 | $0 | $0 |
| OAKTREE RE DEBT FUND II CAYMAN | P | 2017-05-31 | 2017-12-31 | $1,624 | $1,624 | $0 | $0 |
| OHA EUROPEAN | P | 2011-12-30 | 2017-08-31 | $121,702 | $121,702 | $0 | $0 |
| OHA SCF PARALLEL | P | 2008-10-15 | 2017-10-31 | $169,966 | $169,966 | $169,966 | |
| PASSPORT MATERIALS | P | 2007-06-30 | 2017-01-31 | $111 | $111 | $0 | $0 |
| SCG ATLAS | P | 2015-12-28 | 2017-09-30 | $86,038 | $86,038 | $0 | $0 |
| STARWOOD X | P | 2015-10-31 | 2017-10-31 | $109,005 | $109,005 | $0 | $0 |
| SUMMIT WATER DEVELOPMENT | P | 2008-04-30 | 2017-05-31 | $239,265 | $546,663 | -$307,398 | -$307,398 |
| VIRGO-WALNUT | P | 2010-12-01 | 2017-03-31 | $480,115 | $398,016 | $82,099 | $82,099 |
| BOND - GREAT CIRCLE | P | 2015-03-31 | 2017-06-30 | $58,903 | $58,903 | $0 | $0 |
| BOND - WBB | P | 2017-11-30 | 2017-12-31 | $1,250 | $1,250 | $0 | $0 |
| PUBLICLY TRADED SECURITIES AND OPTIONS | P | 2017-12-31 | $21,707,666 | $15,269,223 | $6,438,443 | $6,438,443 | |
| PUBLICLY TRADED SECURITIES AND OPTIONS | D | 2017-12-31 | $15,602,931 | $2,813,737 | $12,789,194 | $12,789,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,263,699 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,755,876 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $124,845,664 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118193 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,169,809 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $127,289,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079895 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,675,168 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $144,477,442 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.184632 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,876,702 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $157,746,902 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126004 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,344,608 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $169,056,931 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144002 | DistributionYr5Rt |
| Total Distribution | 0.652726 | TotalDistributionRt |
| Average Distribution | 0.130545 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,244,653 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,005,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $258,118 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,263,441 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,725,472 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $516,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $516,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $516,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $374,792 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $225,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $599,792 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83,555 | OverpaymentAmt |
| Applied To ES Tax | $83,555 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GMWF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLEY LYFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8583693160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 LOMAS SANTA FE DRIVE 230 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY L WEST | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | CO-CHAIRMAN | 2.00 | $0 | $0 | $0 |
| MARY E WEST | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | CO-CHAIRMAN | 2.00 | $0 | $0 | $0 |
| ROLAND J SANTONI | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | MANAGING DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHELLEY LYFORD | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | PRESIDENT & CEO & TREASURE | 20.00 | $278,500 | $18,520 | $0 |
| DENNIS M O'BRIEN | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | DIRECTOR & SECRETARY | 2.00 | $0 | $0 | $0 |
| MARC HARPER | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIM LASH | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | EXECUTIVE VICE PRESIDENT | 20.00 | $145,750 | $11,077 | $0 |
| DR ZIA AGHA | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | CHIEF MEDICAL OFFICER | 8.00 | $50,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN LITTLE | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | DIRECTOR OF FINANCE | 35.00 | $159,625 | $26,313 | $0 |
| GERALDINE BRANDT | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | ACCOUNTANT | 40.00 | $120,881 | $29,835 | $0 |
| VYAN NGUYEN | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | PROGRAM OFFICER | 30.00 | $110,125 | $10,410 | $0 |
| LEXY HARSHMAN | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | OPERATIONS MANAGER | 40.00 | $94,970 | $17,126 | $0 |
| BRENDA SCHMITTHENNER | ||||||||
| 505 LOMAS SANTA FE DRIVE SUITE 230 | SOLANA BEACH | CA | 92075 | PROGRAM OFFICER | 20.00 | $86,640 | $21,416 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | |||||
| 1603 ORRINGTON SUITE 810 | EVANSTON | IL | 60201 | INVESTMENT MANAGEMENT | $727,274 |
| WEST MANAGEMENT COMPANY INC | |||||
| 15 EMBARCADERO COVE | OAKLAND | CA | 94606 | ADVOCACY AND ADMINISTRATION | $634,053 |
| TELEOMED LABS CORP | |||||
| 2902 CANYON RD | BURLINGAME | CA | 94010 | RESEARCH PROJECT | $162,800 |
| KEVIN BIESE | |||||
| 5500 PRESTON ROAD SUITE 250 | DALLAS | TX | 75205 | ACUTE CARE ADVOCACY | $140,759 |
| COMMUNICATION PARTNERS & ASSOCIATES LLC | |||||
| 250 GREENWICH ST SUITE 4620 | NY | NY | 10007 | ADVOCACY AND MEDIA OUTREACH | $132,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A MULTI-DIMENSIONAL RESEARCH PROJECT TO: 1) CREATE A MODEL FOR CARE COORDINATION AT A LOW-INCOME SENIOR WELLNESS CENTER BETWEEN VARIOUS CO-LOCATED NON-PROFIT ORGANIZATIONS AND PRIMARY CARE PHYSICIANS; 2) USE THE COORDINATED SYSTEM TO RESEARCH IMPACT OF PARTICIPATING SERVICES ON THE HEALTH OUTCOMES OF SENIORS, 3) POTENTIALLY USE FINDINGS TO REPLICATE SIMILAR SERVICE MODELS IN OTHER COMMUNITIES. | Description1Txt |
| Expenses1 | $162,800 | Expenses1Amt |
| Description2 | ADVOCATE 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. | Description2Txt |
| Expenses2 | $140,759 | Expenses2Amt |
| Description3 | IN ADDITION TO PROVIDING A GRANT TO THE UNIVERSITY OF ROCHESTER TO CO-SPONSOR THE 2017 D.HEALTH SUMMIT, THE FOUNDATION DIRECTLY PAID FOR COSTS OF A PRE-SUMMIT SESSION "REVOLUTIONIZING HEALTHCARE FOR SENIORS: A NEW BALLGAME FOR INVESTING IN AGING." THIS MEETING EXPLORED THE BUSINESS CASE FOR INVESTING AND ADVANCING IN CARE MODELS, PROGRAMS AND INITIATIVES FOR SUCCESSFUL AGING WITH LEADING HEALTHCARE EXPERTS. | Description3Txt |
| Expenses3 | $45,673 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $118,352,162 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,115,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,111,107 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,578,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,578,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,333,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,244,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,662,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,662,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $516,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $516,237 | TotalTaxAmt |
| Distributable Before Adj | $7,145,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $131,332 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,277,328 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,277,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,725,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,725,472 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,725,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,277,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,091,591 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,115,073 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,573,324 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,946,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,651,201 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,377,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,725,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,277,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,448,144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,826,033 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $16,091,591 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,734,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,115,073 | ExcessFromYear4Amt |
| Excess From Year3 | $19,573,324 | ExcessFromYear3Amt |
| Excess From Year2 | $3,946,700 | ExcessFromYear2Amt |
| Excess From Year1 | $8,651,201 | ExcessFromYear1Amt |
| Excess From Current Year | $4,448,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY L WEST | ContributingManagerNm |
| Contributing Manager | MARY E WEST | ContributingManagerNm |
| Shareholder Manager | GARY L WEST | ShareholderManagerNm |
| Shareholder Manager | MARY E WEST | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY ON AGING | ||||||||
| 575 MARKET STREET SUITE 2100 | SAN FRANCISCO | CA | 941052869 | NONE | PC | TO SUPPORT BROAD DISSEMINATION OF RESOURCES AND EDUCATIONAL MATERIALS TO IMPROVE THE BUSINESS ACUMEN OF NON-PROFIT ORGANIZATIONS THAT SERVE OLDER ADULTS. | $15,000 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 575 MARKET STREET SUITE 2100 | SAN FRANCISCO | CA | 941052869 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $15,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||||
| PO BOX 882088 | SAN DIEGO | CA | 921682088 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $1,000 | |
| CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION | ||||||||
| 333 SOUTH TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 920960001 | NONE | PC | TO SUPPORT SEVEN RESEARCH GRANTS FOR PALLIATIVE CARE-RELATED RESEARCH CONDUCTED BY FACULTY. | $45,000 | |
| CHALLENGE CENTER | ||||||||
| 5540 LAKE PARK WAY | LA MESA | CA | 91942 | NONE | PC | TO SUPPORT THE HEALTH, WELLNESS, AND INDEPENDENCE INITIATIVE FOR SENIORS. | $34,000 | |
| CHALLENGE CENTER | ||||||||
| 5540 LAKE PARK WAY | LA MESA | CA | 91942 | NONE | PC | TO SUPPORT THE HEALTH, WELLNESS, AND INDEPENDENCE INITIATIVE FOR SENIORS. | $37,500 | |
| CHALLENGE CENTER | ||||||||
| 5540 LAKE PARK WAY | LA MESA | CA | 91942 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $500 | |
| CREIGHTON UNIVERSITY | ||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | PC | TO SUPPORT A COMMUNITY-BASED PILOT PROJECT SERVING SENIORS AT CREIGHTON UNIVERSITY SCHOOL OF DENTISTRY. | $25,000 | |
| ELDERHELP OF SAN DIEGO | ||||||||
| 3860 CALLE FORTUNADA SUITE 101 | SAN DIEGO | CA | 92123 | NONE | PC | TO SUPPORT A TECHNOLOGY UPGRADE PROJECT. | $50,000 | |
| GARY AND MARY WEST HEALTH POLICY CENTER INC | ||||||||
| 1909 K ST NW SUITE 730 | WASHINGTON | DC | 20006 | NONE | POF | TO SUPPORT SUCCESSFUL AGING OBJECTIVES IN THE AREAS OF HOME-BASED PRIMARY CARE, VALUE-BASED INSURANCE DESIGN, LONG-TERM SERVICES AND SUPPORTS, AND CARE COORDINATION. | $3,967,676 | |
| GARY AND MARY WEST SENIOR DENTAL CENTER INC | ||||||||
| 1525 4TH AVENUE | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT DENTAL CENTER EFFORTS IN PROVIDING LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE. | $1,055,685 | |
| GARY AND MARY WEST SENIOR DENTAL CENTER INC | ||||||||
| 1525 4TH AVENUE | SAN DIEGO | CA | 92101 | NONE | PC | CHALLENGE GRANT TO MATCH FUNDRAISING EFFORTS FOR OPERATING EXPENSES. | $170,890 | |
| GARY AND MARY WEST SENIOR DENTAL CENTER INC | ||||||||
| 1525 4TH AVENUE | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $2,300 | |
| GARY AND MARY WEST SENIOR DENTAL CENTER INC | ||||||||
| 1525 4TH AVENUE | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT DENTAL CENTER EFFORTS IN PROVIDING LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE. | $20,000 | |
| GARY AND MARY WEST SENIOR SERVICES INC | ||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT THE CREATION OF GARY & MARY WEST PACE CLINIC WITH A CAPITAL GRANT FOR NEW LOCATION BUILDOUT AND EQUIPMENT. | $1,000,000 | |
| GIFFORD MEDICAL CENTER | ||||||||
| 44 SOUTH MAIN STREET | RANDOLPH | VT | 05060 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $1,000 | |
| GRANTMAKERS IN AGING | ||||||||
| 2001 JEFFERSON DAVIS HIGHWAY SUITE | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $7,500 | 504 |
| GRANTMAKERS IN AGING | ||||||||
| 2001 JEFFERSON DAVIS HIGHWAY SUITE | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $20,000 | 504 |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 200364110 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $5,750 | 1200 |
| HOME INSTEAD SENIOR CARE FOUNDATION | ||||||||
| 13323 CALIFORNIA STREET | OMAHA | NE | 68154 | NONE | PF | TO SUPPORT THE GIVE65 EVENT 2017: SOCIAL MEDIA CAMPAIGN. | $10,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI - CENTER TO ADVANCE PALLIATIVE CARE | ||||||||
| 55 W 125TH ST SUITE 1302 | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT ACCESS TO HIGH QUALITY PALLIATIVE CARE. | $250,000 | |
| INTERCULTURAL SENIOR CENTER | ||||||||
| 3010 R STREET | OMAHA | NE | 68107 | NONE | PC | TO SUPPORT GENERAL OPERATING, HOME VISITATION PILOT, AND LANGUAGE CAPACITY BUILDING. | $25,000 | |
| INTERCULTURAL SENIOR CENTER | ||||||||
| 3010 R STREET | OMAHA | NE | 68107 | NONE | PC | TO SUPPORT SOCIAL SERVICES AND GENERAL OPERATIONS. | $25,000 | |
| INTERFAITH COMMUNITY SERVICES INC | ||||||||
| 550 WEST WASHINGTON AVENUE SUITE B | ESCONDIDO | CA | 92025 | NONE | PC | TO SUPPORT SENIOR SERVICES IN NORTH SAN DIEGO COUNTY. | $37,500 | |
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||
| TURK FAMILY CENTER 8804 BALBOA | SAN DIEGO | CA | 921231506 | NONE | PC | TO SUPPORT FOODMOBILE FOR SENIORS. | $12,500 | AVENUE |
| LEGAL AID SOCIETY OF SAN DIEGO INC | ||||||||
| 110 SOUTH EUCLID AVENUE | SAN DIEGO | CA | 92114 | NONE | PC | TO SUPPORT THE HEALTH ADVOCACY PROJECT AND CYBER CAFE AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. | $204,076 | |
| MERRYMAKERS ASSOCIATION | ||||||||
| 12020 SHAMROCK PLAZA SUITE 200 | OMAHA | NE | 68154 | NONE | PC | MATCHING FUNDS FOR HOME INSTEAD'S GIVE65 CAMPAIGN 2017. | $2,500 | |
| MERRYMAKERS ASSOCIATION | ||||||||
| 12020 SHAMROCK PLAZA SUITE 200 | OMAHA | NE | 68154 | NONE | PC | TO SUPPORT SENIOR WELLNESS MUSIC PROJECT. | $15,000 | |
| 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. | $26,125 | |
| NOTRE DAME HOUSING INC | ||||||||
| 3439 STATE STREET | OMAHA | NE | 68112 | NONE | PC | TO SUPPORT KITCHEN EQUIPMENT UPGRADE. | $20,000 | |
| OMAHA COMMUNITY FOUNDATION | ||||||||
| 302 SOUTH 36TH STREET SUITE 100 | OMAHA | NE | 68131 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $550,000 | |
| OUTLOOK NEBRASKA INC | ||||||||
| 4125 S 72ND STREET | OMAHA | NE | 68127 | NONE | PC | TO SUPPORT PROGRAMS TO IMPROVE THE QUALITY OF LIFE FOR BLIND AND VISUALLY IMPAIRED SENIORS. | $19,600 | |
| OUTLOOK NEBRASKA INC | ||||||||
| 4125 S 72ND STREET | OMAHA | NE | 68127 | NONE | PC | TO SUPPORT ADAPTIVE TECHNOLOGY TRAINING FOR SENIORS WITH VISION LOSS. | $19,342 | |
| PAWS'ITIVE TEAMS | ||||||||
| 10727 ESCOBAR DRIVE | SAN DIEGO | CA | 92124 | NONE | PC | TO SUPPORT PERSONNEL COSTS. | $25,000 | |
| REBUILDING TOGETHER OMAHA | ||||||||
| 7831 WAKELEY PLAZA | OMAHA | NE | 68114 | NONE | PC | TO SUPPORT HEALTHY AT HOME PROGRAM, SENIOR HOUSING REPAIRS. | $50,000 | |
| REBUILDING TOGETHER OMAHA | ||||||||
| 7831 WAKELEY PLAZA | OMAHA | NE | 68114 | NONE | PC | TO SUPPORT HEALTHY AT HOME PROGRAM, SENIOR HOUSING REPAIRS. | $50,000 | |
| SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION | ||||||||
| 530 B STREET SUITE 700 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT AWARENESS FOR SAN DIEGO'S SENIOR ORAL HEALTH PROJECTS AND TO ATTRACT TOP TALENT TO THE REGION FOR SUCCESSFUL AGING INITIATIVES. | $25,000 | |
| SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION | ||||||||
| 530 B STREET SUITE 700 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT AWARENESS FOR SAN DIEGO'S SENIOR ORAL HEALTH PROJECTS AND TO ATTRACT TOP TALENT TO THE REGION FOR SUCCESSFUL AGING INITIATIVES. | $25,000 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT EQUIPMENT NEEDED FOR HEPATITIS A PREVENTION. | $11,415 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $1,500 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT GENERAL OPERATIONS FOR FY 2017 AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. | $254,500 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT UPGRADES TO THE DINING ROOM OF THE GARY AND MARY WEST SENIOR WELLNESS CENTER. | $2,093 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | CHALLENGE GRANT TO SUPPLEMENT THE FY 2018 GENERAL OPERATING GRANT. | $100,000 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT A TECHNOLOGY UPGRADE. | $99,100 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT GENERAL OPERATIONS FOR FY 2018 AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. | $152,913 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT INTEGRATION OF DENTAL AND WELLNESS COORDINATION TEAMS. | $123,841 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT SERVING SENIORS' CIVIC ENGAGEMENT GROUP. | $700 | |
| UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0664 | LA JOLLA | CA | 920930664 | NONE | PC | TO SUPPORT 2017 SENIOR HOUSING SYMPOSIUM OF THE UC SAN DIEGO CENTER FOR HEALTHY AGING. | $2,500 | |
| VOLUNTEERS ASSISTING SENIORS | ||||||||
| 1941 SOUTH 42ND STREET SUITE 312 | OMAHA | NE | 68105 | NONE | PC | MATCHING FUNDS FOR HOME INSTEAD'S GIVE65 CAMPAIGN 2017. | $1,500 | |
| VOLUNTEERS ASSISTING SENIORS | ||||||||
| 1941 SOUTH 42ND STREET SUITE 312 | OMAHA | NE | 68105 | NONE | PC | TO SUPPORT AN INTAKE COORDINATOR FOR SENIORS BENEFITS COUNSELING. | $19,000 | |
| VOLUNTEERS ASSISTING SENIORS | ||||||||
| 1941 SOUTH 42ND STREET SUITE 312 | OMAHA | NE | 68105 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,654,506 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY ON AGING | ||||||||
| 575 MARKET STREET SUITE 2100 | SAN FRANCISCO | CA | 941052869 | NONE | PC | TO SUPPORT BROAD DISSEMINATION OF RESOURCES AND EDUCATIONAL MATERIALS TO IMPROVE THE BUSINESS ACUMEN OF NON-PROFIT ORGANIZATIONS THAT SERVE OLDER ADULTS. | $15,000 | |
| CHALLENGE CENTER | ||||||||
| 5540 LAKE PARK WAY | LA MESA | CA | 91942 | NONE | PC | TO SUPPORT THE HEALTH, WELLNESS, AND INDEPENDENCE INITIATIVE FOR SENIORS. | $112,500 | |
| GARY AND MARY WEST HEALTH INSTITUE | ||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT 2018 HEALTHCARE COSTS INNOVATION SUMMIT: "TAKING BOLD ACTION AND CREATING ACCOUNTABILITY TO SOLVE OUR NATION'S HEALTHCARE COSTS CRISIS" WHICH IS PARTICULARLY DEVASTATING FOR VULNERABLE SENIORS. | $750,000 | |
| GARY AND MARY WEST SENIOR DENTAL CENTER INC | ||||||||
| 1525 4TH AVENUE | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT DENTAL CENTER EFFORTS IN PROVIDING LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE. | $577,304 | |
| GARY AND MARY WEST SENIOR DENTAL CENTER INC | ||||||||
| 1525 4TH AVENUE | SAN DIEGO | CA | 92101 | NONE | PC | CHALLENGE GRANT TO MATCH FUNDRAISING EFFORTS FOR OPERATING EXPENSES. | $79,110 | |
| GARY AND MARY WEST SENIOR SERVICES INC | ||||||||
| 10350 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT THE CREATION OF GARY & MARY WEST PACE CLINIC WITH A CAPITAL GRANT FOR NEW LOCATION BUILDOUT AND EQUIPMENT. | $2,000,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI - CENTER TO ADVANCE PALLIATIVE CARE | ||||||||
| 55 W 125TH ST SUITE 1302 | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT ACCESS TO HIGH QUALITY PALLIATIVE CARE. | $250,000 | |
| INTERCULTURAL SENIOR CENTER | ||||||||
| 3010 R STREET | OMAHA | NE | 68107 | NONE | PC | TO SUPPORT SOCIAL SERVICES AND GENERAL OPERATIONS. | $75,000 | |
| INTERFAITH COMMUNITY SERVICES INC | ||||||||
| 550 WEST WASHINGTON AVENUE SUITE B | ESCONDIDO | CA | 92025 | NONE | PC | TO SUPPORT SENIOR SERVICES IN NORTH SAN DIEGO COUNTY. | $37,500 | |
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||
| TURK FAMILY CENTER 8804 BALBOA | SAN DIEGO | CA | 921231506 | NONE | PC | TO SUPPORT FOODMOBILE FOR SENIORS. | $12,500 | AVENUE |
| LEGAL AID SOCIETY OF SAN DIEGO INC | ||||||||
| 110 SOUTH EUCLID AVENUE | SAN DIEGO | CA | 92114 | NONE | PC | TO SUPPORT THE HEALTH ADVOCACY PROJECT AND CYBER CAFE AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. | $209,000 | |
| OUTLOOK NEBRASKA INC | ||||||||
| 4125 S 72ND STREET | OMAHA | NE | 68127 | NONE | PC | ADAPTIVE TECHNOLOGY TRAINING FOR SENIORS WITH VISION LOSS. | $19,342 | |
| REBUILDING TOGETHER OMAHA | ||||||||
| 7831 WAKELEY PLAZA | OMAHA | NE | 68114 | NONE | PC | TO SUPPORT HEALTHY AT HOME PROGRAM, SENIOR HOUSING REPAIRS. | $50,000 | |
| SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION | ||||||||
| 530 B STREET SUITE 700 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT AWARENESS FOR SAN DIEGO'S SENIOR ORAL HEALTH PROJECTS AND TO ATTRACT TOP TALENT TO THE REGION FOR SUCCESSFUL AGING INITIATIVES. | $25,000 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT GENERAL OPERATIONS FOR FY 2018 AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. | $152,913 | |
| SERVING SENIORS | ||||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | NONE | PC | TO SUPPORT INTEGRATION OF DENTAL AND WELLNESS COORDINATION TEAMS. | $123,841 | |
| UNIVERSITY OF ROCHESTER CHET | ||||||||
| 265 CRITTENDEN BOULEVARD CU 420694 | ROCHESTER | NY | 14642 | NONE | PC | TO SUPPORT 2018 D.HEALTH SUMMIT "REVOLUTIONIZING HEALTHCARE: A NEW BALLGAME FOR INVESTING IN AGING." | $150,000 | |
| VOLUNTEERS ASSISTING SENIORS | ||||||||
| 1941 SOUTH 42ND STREET SUITE 312 | OMAHA | NE | 68105 | NONE | PC | TO SUPPORT GENERAL OPERATIONS. | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,699,010 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,674,292 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $994,487 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,879,493 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,548,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,548,272 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GARY L WEST 2013 DE TRUST | |||||||
| 1 | 5796 ARMADA DRIVE SUITE 300 | CARLSBAD | CA | 92008 | $1,297,898 | Yes (X) | |
| MARY E WEST 2013 DE TRUST | |||||||
| 2 | 5796 ARMADA DRIVE SUITE 300 | CARLSBAD | CA | 92008 | $1,297,898 | Yes (X) | |
| GARY L WEST 2013 DE TRUST | |||||||
| 3 | 5796 ARMADA DRIVE SUITE 300 | CARLSBAD | CA | 92008 | $456,402 | Yes (X) | |
| MARY E WEST 2013 DE TRUST | |||||||
| 4 | 5796 ARMADA DRIVE SUITE 300 | CARLSBAD | CA | 92008 | $456,403 | Yes (X) | |
| WEST DEVELOPMENT LLC | |||||||
| 5 | 5796 ARMADA DRIVE SUITE 300 | CARLSBAD | CA | 92008 | $77,148 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 43,343 SHARES OF SUN COMMUNITIES INC | $3,473,941 | 2017-02-15 |
| 2 | 43,343 SHARES OF SUN COMMUNITIES INC | $3,473,941 | 2017-02-15 |
| 3 | 127,155.500 SHARES OF LEVEL 3 COMMUNICATIONS INC COM NEW | $7,358,489 | 2017-02-15 |
| 4 | 127,155.500 SHARES OF LEVEL 3 COMMUNICATIONS INC COM NEW | $7,358,489 | 2017-02-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,700 | Amt |
| Net Investment Income | $30,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,540 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 K STREET NW SUITE 730 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-01-05 | GrantDt |
| Grant | $3,967,676 | GrantAmt |
| Purpose Of Grant | TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (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 2017 WAS $3,886,158. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION WAS $3,967,676. $81,518 OF FUNDS, IN EXCESS OF EXPENDITURES IN 2017, WAS RETURNED TO THE FOUNDATION IN 2018. SIMILARLY, $115,504 WAS REFUNDED IN 2017 FOR EXCESS DISTRIBUTIONS IN 2016. | PurposeOfGrantTxt |
| Expended By Grantee | $3,886,158 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | MIDTERM 08/04/17, FINAL 02/06/18. MONTHLY EXPENSE REPORTS | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY 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. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF; PART VII-B; QUESTION 1A(4) | WEST FAMILY INVESTMENTS, INC. PROVIDED INVESTMENT MANAGEMENT SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING 2017 FOR A MARKET BASED FEE. WEST FAMILY INVESTMENTS, INC. IS OWNED BY GARY AND MARY WEST, SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION AND TWO ADDITIONAL MEMBERS OF THE FOUNDATION. 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 2017 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). | |
| PART XV, QUESTION 1B | GARY WEST AND MARY WEST COLLECTIVELY OWN 10% OR MORE OF PASSIVE INVESTMENT PARTNERSHIPS. | EXPLANATION |
| 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. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ELM PARK ADVANTEDGE | $668,784 | $668,784 |
| GREAT CIRCLE TERM LOAN | $992,669 | $992,669 |
| PVTPL PFD TERM SECS XVII LTD/PFD | $71,995 | $71,995 |
| PVTPL PFD TERM SECS XXVI LTD | $69,280 | $69,280 |
| PVTPL TRAPEZA CDO XI LTD/TRAPEZA | $691,829 | $691,829 |
| PVTPL TRAPEZA CDO XIII LTD | $83,441 | $83,441 |
| REDDY ICE CORP TERM LOAN | $451,890 | $451,890 |
| SEADRILL LTD | $85,000 | $85,000 |
| THORNBURG MORTGAGE, INC | $10 | $10 |
| THORNBURG MORTGAGE, INC | $12 | $12 |
| TRAPEZA CDO XII | $412,457 | $412,457 |
| WBB TERM LOAN | $498,750 | $498,750 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACACIA MINING CMN | $132,771 | $132,771 |
| AGNC INVT CORP COM | $528,978 | $528,978 |
| ANNALY CAPITAL MANAGEMENT, INC CMN | $3,148,520 | $3,148,520 |
| BANCO LATINOAMERICANO EXPORT CMN CLASS E | $2,166,069 | $2,166,069 |
| BROOKDALE SENIOR LIVING, INC CMN | $2,096,568 | $2,096,568 |
| CENTURYLINK INC COM | $8,428,020 | $8,428,020 |
| CHIMERA INVESTMENT CORPORATION CMN | $15,669,654 | $15,669,654 |
| CISCO SYSTEMS, INC CMN | $3,830,000 | $3,830,000 |
| COMCAST CORPORATION CMN CLASS A NON VOTING | $4,806,000 | $4,806,000 |
| CORPORATE CAP TR INC COM | $1,499,515 | $1,499,515 |
| CYS INVESTMENTS, INC CMN | $2,003,846 | $2,003,846 |
| ELLINGTON RESIDENTIAL MORT REIT CMN | $17,252 | $17,252 |
| EXCHANGE BK SANTA ROSA CALIF CMN | $1,028,736 | $1,028,736 |
| EXELON CORPORATION CMN | $709,380 | $709,380 |
| FIDUS INVESTMENT CORPORATION CMN | $1,271,295 | $1,271,295 |
| CAUTIVO MINING INC COM | $2,393 | $2,393 |
| GENERAL ELECTRIC CO CMN | $367,270 | $367,270 |
| GENERAL MOTORS COMPANY CMN | $776,597 | $776,597 |
| GOLDMAN SACHS GROUP, INC CMN | $4,203,540 | $4,203,540 |
| GRANITE PT MTG TR INC COM | $330,124 | $330,124 |
| HORIZON TECHNOLOGY FINANCE CORPORATION CMN | $4,185 | $4,185 |
| ISTAR FINANCIAL INC PFD 7.5% SERIES I | $187,731 | $187,731 |
| KINDER MORGAN INC CMN CLASS P | $50,596 | $50,596 |
| LARGO RESOURCES LTD COMMON STOCK | $2,143,498 | $2,143,498 |
| MEDLEY CAPITAL CORPORATION CMN | $425,253 | $425,253 |
| MFA FINANCIAL, INC CMN | $1,131,079 | $1,131,079 |
| MFC ALPS ETF TR ALERIAN MLP ETF | $1,156,213 | $1,156,213 |
| MLP ENERGY TRANSFER PARTNERS LP | $95,352 | $95,352 |
| MONDELEZ INTERNATIONAL, INC CMN | $856,000 | $856,000 |
| MONROE CAP CORP COM | $226,476 | $226,476 |
| MOTORS LIQUIDATION COMPANY GUC TRUST | $23,674 | $23,674 |
| MVC CAPITAL, INC CLOSED END FUND | $1,194,896 | $1,194,896 |
| NEW MOUNTAIN FINANCE CORP CMN | $1,087,740 | $1,087,740 |
| NEW RESIDENTIAL INVESTMENT CORP CMN | $286,080 | $286,080 |
| NSTAR ELEC CO | $746,700 | $746,700 |
| NUSTAR ENERGY LP PFD SER C | $382,261 | $382,261 |
| PENNANTPARK FLOATING RATE CAT LTD | $754,353 | $754,353 |
| PENNANTPARK INVESTMENT CORP MUTUAL FUND | $1,459,896 | $1,459,896 |
| PFIZER, INC CMN | $2,548,874 | $2,548,874 |
| REDDY ICE HOLDINGS, INC CMN | $17,486 | $17,486 |
| REDDY ICE HOLDINGS, INC CONV PFD | $19,345 | $19,345 |
| REVERSE MORTGAGE INVESTMENT TR INC COM | $975,000 | $975,000 |
| SIERRA METALS, INC CMN | $764,574 | $764,574 |
| SOLAR CAPITAL LTD CMN | $2,112,895 | $2,112,895 |
| SOLAR SENIOR CAPITAL LTD CMN | $1,703,486 | $1,703,486 |
| STARWOOD PROPERTY TRUST INC CMN | $1,547,918 | $1,547,918 |
| SUTHERLAND ASSET MANAGEMENT CORPORATION COM | $398,612 | $398,612 |
| SYNCHRONY FINANCIAL CMN | $1,233,474 | $1,233,474 |
| TCG BDC INC COM | $407,193 | $407,193 |
| TCP CAP CORP | $256,383 | $256,383 |
| TETRAGON FINANCIAL GROUP LTD CMN | $441,161 | $441,161 |
| THL CREDIT INC CMN | $890,049 | $890,049 |
| TRANSATLANTIC PETROLEUM LTD CMN | $76,128 | $76,128 |
| TRANSOCEAN LTD CMN | $177,288 | $177,288 |
| TWO HARBORS INVESMENT CORP | $975,194 | $975,194 |
| VALE SA ADR | $55,035 | $55,035 |
| ZIMMER HLDGS, INC CMN | $241,340 | $241,340 |
| ZOETIS, INC CMN CLASS A | $1,525,375 | $1,525,375 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARENA-PLASTIC VENTURES | FMV | $500 | $500 |
| ARIAS RESOURCE CAPITAL | FMV | $1,229,957 | $1,229,957 |
| BLUE RIVER ARBITRAGE | FMV | $2,443,639 | $2,443,639 |
| CENTURYLINK INC L3 DISTN PUT OPTION | FMV | $157,500 | $157,500 |
| DIALECTIC ANTITHESIS OFF | FMV | $374,767 | $374,767 |
| ELM PARK CREDIT OPP FUND II | FMV | $415,575 | $415,575 |
| EMERGING EUROPE | FMV | $1,047,786 | $1,047,786 |
| ETON PARK OVERSEAS FUND | FMV | $142,151 | $142,151 |
| FORTRESS MSR | FMV | $589,712 | $589,712 |
| GCP FUND III REIT & CORP | FMV | $3,990,451 | $3,990,451 |
| GCP FUND IV REIT | FMV | $168,906 | $168,906 |
| GLOBAL PARTNERS | FMV | $1,852,414 | $1,852,414 |
| GS ANCHORAGE | FMV | $5,013 | $5,013 |
| GS MEZZANINE | FMV | $139,910 | $139,910 |
| GS MIDDLE MARKET LENDING CORP | FMV | $667,496 | $667,496 |
| INVESCO MORTG RECOVERY | FMV | $72,838 | $72,838 |
| LARGO RES LTD WARRANT CERT W-2016-63 | FMV | $169,224 | $169,224 |
| MARATHON EUROPEAN CREDIT | FMV | $167,518 | $167,518 |
| OAKTREE RE DEBT FUND CAYMAN | FMV | $481,332 | $481,332 |
| OAKTREE RE DEBT II FEED CAYMAN | FMV | $60,656 | $60,656 |
| OHA EUROPEAN SCF OFFSHORE | FMV | $309,833 | $309,833 |
| OHA SCF PARALLEL | FMV | $64,399 | $64,399 |
| PONDFIELD CAPITAL, LLC | FMV | $2,047,321 | $2,047,321 |
| SCG ATLAS | FMV | $861,472 | $861,472 |
| SKELLIG OFFSHORE | FMV | $48,810 | $48,810 |
| STARWOOD OPPORTUNITY FUND | FMV | $591,569 | $591,569 |
| SUMMIT WATER DEVELOPMENT | FMV | $111,935 | $111,935 |
| TACONIC EUROPEAN FUND II | FMV | $89,529 | $89,529 |
| TACONIC SIDECAR OFFSHORE III | FMV | $2,184,921 | $2,184,921 |
| VWH OFFSHORE FUND LP | FMV | $8,748 | $8,748 |
| WTS/GENERAL MOTORS COMPANY | FMV | $6,255 | $6,255 |
| XPV WATER FUND | FMV | $1,109,115 | $1,109,115 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & EQUIPMENT | $288,416 | $147,986 | $140,430 | $140,430 |
| COMPUTER EQUIPMENT | $93,448 | $76,673 | $16,775 | $16,775 |
| LEASEHOLD IMPROVEMENTS | $558,014 | $221,597 | $336,417 | $336,417 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,995 | LegalFeesAmt |
| Net Investment Income | $594 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,410 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $15,096 | $15,096 | $15,096 |
| INTEREST RECEIVABLE | $152,712 | $69,554 | $69,554 |
| DIVIDENDS RECEIVABLE | $883,330 | $752,289 | $752,289 |
| PARTNERSHIP DISTRIBUTION RECEIVABLE | $73,864 | $218,984 | $218,984 |
| NT - TRANSACTIONS RECEIVABLE | $73,380 | $299,743 | $299,743 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $836,047 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTEE PROJECT EXPENSES | $505,157 | $0 | $468,623 |
| DUES & SUBSCRIPTIONS | $48,731 | $130 | $43,495 |
| COMPUTER EXPENSE | $43,678 | $10,919 | $31,803 |
| TELEPHONE | $28,178 | $7,045 | $21,762 |
| INSURANCE | $19,599 | $4,451 | $17,986 |
| SUPPLIES | $10,060 | $2,515 | $7,207 |
| FEES | $7,965 | $1,991 | $5,977 |
| IT SUPPORT | $5,489 | $1,372 | $2,520 |
| POSTAGE | $3,697 | $924 | $2,821 |
| MISCELLANEOUS EXPENSES | $2,225 | $556 | $1,869 |
| MINOR FURNITURE & EQUIPMENT | $1,807 | $452 | $1,355 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $994,219 | $994,219 | $994,219 |
| LEGAL SETTLEMENT INCOME | $273 | $273 | $273 |
| FOREIGN CURRENCY LOSS | -$5 | -$5 | -$5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON FOREIGN CURRENCY | Desc |
| Amt | $21 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES UNDER OPTION CONTRACTS | Desc |
| BOY Book Value | $386,525 | BOYBookValueAmt |
| EOY Book Value | $133,451 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVOCACY AND ADMINISTRATION | $1,009,722 | $0 | $1,205,827 |
| INVESTMENT FEES | $682,479 | $682,479 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $514,927 | $0 | $0 |
| PAYROLL TAXES | $52,785 | $11,987 | $40,799 |
| OTHER TAXES | $3,156 | $789 | $2,367 |
| USE TAX | $568 | $142 | $426 |
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