GARY AND MARY WEST CHARITABLE TRUST

2024 · Form 990PF · revenue $131.7M · expenses $63.6M · assets $411.2M

EIN

87-3374164

Address

10350 N TORREY PINES RD, LA JOLLA, CA 92037-1020

NTEE code

T22

Exempt type

501(c)(3): charitable, religious, educational, scientific or literary (trust)

Ruling date

May 2022 (when the IRS recognized its exemption)

IRS status

Exempt (unconditional) (IRS Business Master File) IRS data ↗

Tax-deductible donations

Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗

Foundation status

Private non-operating foundation

Cross-check

ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

12 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

People by year

Highest-paid independent contractors

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

• GARY AND MARY WEST FOUNDATION La Jolla, CA · 8 people in common (Gary West, James Womboldt, Marc Harper)
• GARY AND MARY WEST HEALTH INSTITUTE La Jolla, CA · 5 people in common (Gary West, Sally Hallak, Shelley M Lyford)
• GARY AND MARY WEST HEALTH ENDOWMENTINC Wilmington, DE · 4 people in common (Gary West, Sally Hallak, Shelley M Lyford)
• GARY AND MARY WEST HEALTH POLICY CENTER INC La Jolla, CA · 3 people in common (Gary West, Sally Hallak, Timothy Lash)
• GARY AND MARY WEST SENIOR SERVICES INC San Marcos, CA · 2 people in common (Timothy Lash, Zia Agha)
• GRANTMAKERS IN AGING INC Arlington, VA · 1 person in common (Shelley M Lyford)

Funders of this organization

1 grantor reported grants to this organization, $1,227,525 in all, tax years 2023 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Nearby + Similar BETA

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.