Private Foundation

GARY AND MARY WEST CHARITABLE TRUST

GARY AND MARY WEST CHARITABLE TRUST is a Private Foundation headquartered in LA JOLLA, CA. Financial data from the 2024 filing: $131.7M revenue, $63.6M expenses, $411.2M total assets. IRS filings disclose 54 grants awarded by this foundation, totaling roughly $79.8M.

EIN: 873374164 LA JOLLA, CA Latest filing: 2024

Total Revenue$131.7M

Total Expenses$63.6M

Total Assets$411.2M

Grants Given54

Grant Total$79.8M

Filing Years2021–2024

Sample Grants Given

GARY AND MARY WEST HEALTH INSTITUTE

LA JOLLA, CA · 2024

TO SUPPORT OPERATIONS AND APPLIED MEDICAL RESEARCH INITIATIVES

$36,000,000

GARY AND MARY WEST HEALTH POLICY CENTER INC

WASHINGTON, DC · 2024

SEE STATEMENT FOR EXPENDITURE RESPONSIBILITY GRANT

$12,000,000

OMAHA COMMUNITY FOUNDATION

OMAHA, NE · 2024

TO SUPPORT THE TRUST'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS

$520,000

LEGAL AID SOCIETY OF SAN DIEGO INC

SAN DIEGO, CA · 2024

TO SUPPORT THE HEALTH ADVOCACY PROJECT

$192,500

SERVING SENIORS

SAN DIEGO, CA · 2024

TO SUPPORT INTEGRATED CARE COORDINATION

$130,500

Showing up to 5 of 54 total records — full history available with membership.

Officers & Directors

TRUSTEE Gary L West

ADMINISTRATIVE TRUSTEE Kimberly G Mckinnon

TRUSTEE Marc Harper

TRUSTEE Mary E West

CFO & TREASURER Sally Hallak

CEO AND CHAIR Shelley M Lyford

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO SUPPORT OPERATIONS AND APPLIED MEDICAL RESEARCH INITIATIVES

$58,000,000 2 grants

SEE STATEMENT FOR EXPENDITURE RESPONSIBILITY GRANT

$18,000,000 2 grants

TO SUPPORT THE TRUST'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS

$1,040,000 3 grants

TO SUPPORT INTEGRATED CARE COORDINATION

$609,000 4 grants

TO SUPPORT OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER

$441,000 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$131.7M	$63.6M	$411.2M
2023	$16.9M	$33.6M	$333.4M
2022	$317K	$2.3M	$328.7M
2021	$1K	—	$1K

Between 2021 and 2024, reported annual revenue grew from $1K to $131.7M (+13172458%), with total assets most recently reported at $411.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, DC, FL, MN, NC, and 3 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for GARY AND MARY WEST CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports