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DIRECTOR, SECRETARY, & TREASURER 40.00 168414 13473 0 DENNIS M O'BRIEN 5796 ARMADA DRIVE SUITE 300 CARLSBAD CA 92008 DIRECTOR 2.00 0 0 0 MARC HARPER 5796 ARMADA DRIVE SUITE 300 CARLSBAD CA 92008 DIRECTOR 2.00 0 0 0 MONA CHAHAL DICKERSON 5796 ARMADA DRIVE SUITE 300 CARLSBAD CA 92008 DIRECTOR OF ACCOUNTI 40.00 130716 10457 0 GERALDINE BRANDT 5796 ARMADA DRIVE SUITE 300 CARLSBAD CA 92008 STAFF ACCOUNTANT 40.00 105000 8400 0 VYAN NGUYEN 5796 ARMADA DRIVE SUITE 300 CARLSBAD CA 92008 PROGRAM OFFICER 40.00 72744 5820 0 LEXY HARSHMAN 5796 ARMADA DRIVE SUITE 300 CARLSBAD CA 92008 PROGRAM ASSOCIATE 40.00 69341 5043 0 STEPHANIE FAGAN 5796 ARMADA DRIVE SUITE 300 CARLSBAD CA 92008 DIRECTOR OF COMMUNIC 7.00 55923 0 0 0 WEST FAMILY INVESTMENTS INC 1603 ORRINGTON SUITE 810 EVANSTON IL 60201 INVESTMENT MANAGEMENT 776516 WEST MANAGEMENT COMPANY INC 10350 N TORREY PINES RD LA JOLLA CA 92037 PROFESSIONAL AND MANAGERIAL SERVICES 169737 0 0 125584138 33108677 1456324 160149139 0 0 160149139 2402237 157746902 7887345 7887345 69643 69643 7817702 13570 7831272 0 7831272 19946345 0 19946345 69643 19876702 7831272 0 0 4653284 18238481 15081824 16091591 54065180 19946345 0 0 0 7831272 12115073 0 0 66180253 0 0 0 0 0 0 0 66180253 4653284 18238481 15081824 16091591 12115073 GARY L WEST MARY E WEST X CONNECT FOUNDATION 8950 VILLA LA JOLLA DRIVE SUITE A124 LA JOLLA CA 92037 NONE PC TO SUPPORT OTTERSON LEGACY FUND DONATION THROUGH DUANE ROTH MEMORIAL. 500 APPLIED INFORMATION MANAGEMENT INSTITUTE 1905 HARNEY STREET SUITE 700 OMAHA NE 68102 NONE PC TO SUPPORT THE AIM YOUTH IN IT INITIATIVE PROJECT. 56055 BOY SCOUTS OF AMERICA SAN DIEGO - IMPERIAL COUNCIL 1207 UPAS STREET SAN DIEGO CA 92103 NONE PC TO SUPPORT GENERAL OPERATIONS. 1000 CAMP DUDLEY YMCA INC 126 DUDLEY ROAD WESTPORT NY 12993 NONE PC TO SUPPORT GENERAL OPERATIONS. 4000 CENTER FOR MEDICAL INTEROPERABILITY 10350 N TORREY PINES LA JOLLA CA 92037 NONE NC TO SUPPORT GENERAL START-UP OPERATIONS. 752757 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 98178 NONE PC TO SUPPORT THE ROLAND J. SANTONI SCHOLARSHIP FUND. 10000 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 98178 NONE PC TO SUPPORT THE FATHER HART SCHOLARSHIP FUND. 5000 CROHN'S & COLITIS FOUNDATION OF AMERICA POBOX 1245 ALBERT LEA MN 560079976 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 FIRST RESPONDERS CRITICAL SUPPORT FOUNDATION 14916 MIAMI STREET OMAHA NE 68116 NONE PC TO SUPPORT THE PURCHASE OF SMOKE/CARBON MONOXIDE DETECTORS TO BE INSTALLED BY VOLUNTEERS IN THE HOMES OF SENIORS IN THE OMAHA AREA. 10000 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 NONE POF TO SUPPORT GENERAL OPERATIONS. 4932603 GARY AND MARY WEST WIRELESS HEALTH INSTITUTE 10350 NORTH TORREY PINES ROAD LA JOLLA CA 92037 NONE PC TO SUPPORT THE APPLIED MEDICAL RESEARCH GRANT PROJECT. 9986489 GIFFORD MEDICAL CENTER PO BOX 2000 RANDOLPH VT 05060 NONE PC TO SUPPORT THE ASSISTED LIVING FACILITY. 10000 INVEST FOR KIDS INC 875 NORTH MICHIGAN AVENUE SUITE 3400 CHICAGO IL 60611 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 JUMA VENTURES 131 STEUART STREET SUITE 201 SAN FRANCISCO CA 94105 NONE PC TO SUPPPORT PATHWAYS TO ADVANCEMENT. 150000 LEGAL AID SOCIETY OF SAN DIEGO INC 110 S EUCLID AVE SAN DIEGO CA 92114 NONE PC TO SUPPORT THE INTERGENERATIONAL HEALTH ADVOCACY PROJECT. 100000 LEGAL AID SOCIETY OF SAN DIEGO INC 110 S EUCLID AVE SAN DIEGO CA 92114 NONE PC TO SUPPORT THE HEALTH ADVOCACY PROJECT AND CYBER CAFE. 53750 LEGAL AID SOCIETY OF SAN DIEGO INC 110 S EUCLID AVE SAN DIEGO CA 92114 NONE PC TO SUPPORT HEALTHCARE DATA COLLECTION PROJECT. 27000 MERRYMAKERS ASSOCIATION 11213 DAVENPORT STREET SUITE 201 OMAHA NE 68154 NONE PC TO SUPPORT THE SENIOR MUSIC COORDINATION PROJECT. 10000 NOBLE NETWORK OF CHARTER SCHOOLS 1 NORTH STATE STREET FLOOR 7-L CHICAGO IL 60622 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 NOTRE DAME HOUSING INC 3439 STATE STREET OMAHA NE 68112 NONE PC TO SUPPORT THE INTERDISCIPLINARY COORDINATION PROGRAM. 10000 OUTLOOK NEBRASKA INC 4125 S 72ND STREET OMAHA NE 68127 NONE PC TO SUPPORT DEVELOPMENT OF A SENIOR PROGRAM FOR THE VISUALLY IMPAIRED IN OMAHA. 10000 PACIFIC RIDGE SCHOOL 6269 EL FUERTE STREET CARLSBAD CA 92009 NONE PC FOR SUPPORT OF GENERAL OPERATIONS. 5000 PAWS'ITIVE TEAMS INC 9225 CHESAPEAKE DR UNIT B SAN DIEGO CA 92123 NONE PC TO SUPPORT THE SALARY OF THE EXECUTIVE DIRECTOR FOR FISCAL YEAR 2013. 25000 PLAYWRIGHTS PROJECT 3675 RUFFIN ROAD SUITE 330 SAN DIEGO CA 92123 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 PURPLE WAGON 1510 SOUTH 52ND STREET OMAHA NE 68106 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 RAVINIA FESTIVAL ASSOCIATION 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 REBUILDING TOGETHER OMAHA 4221 N 164TH ST OMAHA NE 68116 NONE PC TO SUPPORT THE SENIOR HEALTHY AT HOME PROJECT. 170500 SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD SAN DIEGO CA 92106 NONE PC TO SUPPORT THE REPLACEMENT OF THREE RETIRING K-9 UNITS. 60750 SAN DIEGO MUSEUM OF MAN 1350 EL PRADO SAN DIEGO CA 92101 NONE PC TO SUPPORT A PANEL DISCUSSION LED BY CURRENT GRANTEES (CANINE COMPANIONS AND PAWS'ITIVE TEAMS). 2500 SAN DIEGO PUBLIC LIBRARY FOUNDATION 820 E ST SAN DIEGO CA 92101 NONE PC TO SUPPORT THE NEW CENTRAL LIBRARY. 1500000 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE CHALLENGE GRANT FOR GMWSWC OPERATIONS PROJECT. 235852 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE INNOVATIVE HEALTH KIOSK INTEGRATION PROJECT. 99950 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE SCC TECHNOLOGY UPGRADE INITIATIVE. 175000 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE GARY AND MARY WEST SENIOR WELLNESS CENTER OPERATIONS PROJECT. 257000 SENIOR COMMUNITY CENTERS OF SAN DIEGO 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC TO SUPPORT THE HEALTHCARE DATA COLLECTION PROJECT. 41000 UNIVERSITY OF ILLINOIS FOUNDATION 1305 WEST GREEN STREET URBANA IL 61801 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 UNIVERSITY OF NEBRASKA FOUNDATION 2285 SOUTH 67TH STREET SUITE 200 OMAHA NE 68106 NONE PC TO SUPPORT GENERAL OPERATIONS. 2500 URBAN CORPS OF SAN DIEGO 3127 JEFFERSON STREET SAN DIEGO CA 92110 NONE PC TO SUPPORT GRADUATION AND INTERVIEW READINESS. 1000 VOLUNTEERS ASSISTING SENIORS 1941 S 42ND ST 502 OMAHA NE 68105 NONE PC TO SUPPORT THE MEDICARE COUNSELING, PROPERTY TAX RELIEF, AND GUARDIAN & CONSERVATOR TRAINING PROGRAMS. 35000 VOLUNTEERS ASSISTING SENIORS 1941 S 42ND ST 502 OMAHA NE 68105 NONE PC TO SUPPORT THE CHALLENGE GRANT FOR OFFICE RELOCATION. 20000 CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 921828030 NONE PC REFUND. -13566 SAN DIEGO WORKFORCE PARTNERSHIP 3910 UNIVERSITY AVE STE 400 SAN DIEGO CA 92105 NONE PC REFUND. -4 18764136 CENTER FOR MEDICAL INTEROPERABILITY 10350 N TORREY PINES LA JOLLA CA 92037 NONE NC TO SUPPORT GENERAL START-UP OPERATIONS. 2951398 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 NONE POF TO SUPPORT GENERAL OPERATIONS. 180000 LEGAL AID SOCIETY OF SAN DIEGO INC 110 S EUCLID AVE SAN DIEGO CA 92114 NONE PC TO SUPPORT THE HEALTH ADVOCACY PROJECT AND CYBER CAFE AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. 161250 3292648 14 5969127 14 979997 18 1146768 0 8095892 0 8095892 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32912 27975 0 13051 GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874) 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 2012-01-27 7500000 TO ENABLE THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") TO ACCOMPLISH ITS MISSION OF LOWERING HEALTH CARE COSTS BY DEVELOPING INNOVATIVE PATIENT-CENTERED SOLUTIONS ACCOMPLISHED BY CONDUCTING INDEPENDENT NON-PARTISAN RESEARCH AND ANALYSIS, CONVENING AND EDUCATING STAKEHOLDERS AND ADVANCING PRACTICAL AND ACTIONABLE HEALTH POLICY.THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2013 WAS $4,932,603. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2013 WAS $4,932,603.THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2012 WAS $2,567,397.THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2012 WAS$2,567,397. 7500000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 01/28/13 AND 01/29/14 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. GARY AND MARY WEST HEALTH POLICY CENTER INC (EIN 27-5388874) 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 2013-12-01 180000 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") IN RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE REFORM AND VALUE-BASED INSURANCE DESIGN.THERE WERE NO EXPENDITURES BY THE POLICY CENTER IN 2013.THERE WERE NO DISTRIBUTIONS BY THE GARY AND MARY WEST FOUNDATION IN 2013. 0 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 01/29/2014 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. CENTER FOR MEDICAL INTEROPERABILITY 10350 N TORREY PINES LA JOLLA CA 92037 2013-07-18 3704155 TO SUPPORT START UP OF THE CENTER FOR MEDICAL INTEROPERABILITY.THE AMOUNT EXPENDED IN 2013 WAS $752,757. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2013 WAS $752,757. 752757 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 10/11/13 AND 01/15/2014 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. 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 2013 FOR A MARKET BASED FEE. WEST FAMILY INVESTMENTS, INC. IS OWNED 100% BY GARY AND MARY WEST, SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941(D).WEST DEVELOPMENT, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING 2013 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). FORM 990-PF; PART VII-A; QUESTION 11 THE GARY AND MARY WEST FOUNDATION IS THE SOLE PERMANENT MEMBER OF THE CENTER FOR MEDICAL INTEROPERABILITY, INC., A SEPARATE NON-PROFIT, NON-STOCK CORPORATION ORGANIZED FOR CHARITABLE PURPOSES CONSISTENT WITH, BUT DIFFERENT FROM, THOSE OF THE FOUNDATION. THE FOUNDATION RECEIVED NO PAYMENTS FROM THE CENTER FOR MEDICAL INTEROPERABILITY, INC. IN 2013 AND DOES NOT ANTICIPATE RECEIVING ANY SUCH PAYMENTS IN THE FUTURE. 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