Gary And Mary West Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Gary And Mary West Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 87-3374164
Foundation Overview
Based in La Jolla, CA, Gary And Mary West Charitable Trust has awarded 71 grants totaling $60,910,600 to organizations in California, Minnesota and 4 other states across the US. Individual grants range from $50 to $22,000,000, with a median award of $27,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
26 of 44 recipients (59%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.
Geographic Focus
51% of grants are awarded in California, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in San Diego (56%), San Francisco (14%), La Mesa (14%).
Funding Trajectory
Strong 8647% growth in annual giving over 1 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (61%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Gary And Mary West Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| American Society On Aging | $25,000 | San Francisco, CA, US | To Support The Master Plan For Aging Symposium | 2023 |
| Apple Tree Dental | $36,400 | Mounds View, MN, US | To Support The Healthy Aging Project | 2023 |
| Challenge Center | $71,500 | La Mesa, CA, US | To Support Aging With Independence And Dignity | 2023 |
| Gary And Mary West Health Policy Center | $6,000,000 | Washington, DC, US | See Statement For Expenditure Responsibility Grant | 2023 |
| Gary And Mary West Senior Dental Center Inc | $200,000 | San Diego, CA, US | To Support General Operations And Sustainability Planning | 2023 |
| Gifford Medical Center | $10,000 | Randolph, VT, US | To Support Last Mile Event | 2023 |
| Grantmakers In Aging Inc | $10,000 | White Plains, NY, US | To Support Grantmakers In Aging General Operations | 2023 |
| Intercultural Senior Center | $27,500 | Omaha, NE, US | To Support Case Management For Older Adults | 2023 |
| Interfaith Community Services Inc | $100,000 | Escondido, CA, US | To Support Senior Services In North San Diego County | 2023 |
| Legal Aid Society Of San Diego Inc | $192,500 | San Diego, CA, US | To Support The Health Advocacy Project | 2023 |
| National Academy Of Sciences | $25,000 | Washington, DC, US | To Support The Workshop In Advancing Oral Health Across The Lifespan | 2023 |
| Notre Dame Housing Inc | $25,000 | Omaha, NE, US | To Support Life Enrichment Coordinator And Service Coordinator | 2023 |
| Omaha Community Foundation | $519,950 | Omaha, NE, US | To Support The Trust's Continued Efforts In Funding Charitable Organizations | 2023 |
| Outlook Enrichment | $27,000 | Omaha, NE, US | To Support Improving Seniors' Connectivity & Mental Health W/ Adaptive Tech. Training & Support | 2023 |
| San Diego Regional Economic Development Foundation | $25,000 | San Diego, CA, US | To Support General Operations Focused On Successful Aging | 2023 |
| Serving Seniors | $168,000 | San Diego, CA, US | To Support Operations At The Gary And Mary West Senior Wellness Center | 2023 |
| Serving Seniors | $261,000 | San Diego, CA, US | To Support Integrated Care Coordination | 2023 |
| Serving Seniors | $25,000 | San Diego, CA, US | Challenge Grant To Supplement Gmwswc Operations | 2023 |
| Serving Seniors | $21,000 | San Diego, CA, US | To Support Operations At The Gary And Mary West Senior Wellness Center | 2023 |
| The Scan Foundation | $150,000 | Long Beach, CA, US | To Support The California Master Plan For Aging Project | 2023 |
| Volunteers Assisting Seniors | $22,000 | Omaha, NE, US | To Support The Senior Benefits Counseling Program | 2023 |
| Gary And Mary West Health Institute | $22,000,000 | La Jolla, CA, US | To Support Operations And Applied Medical Research Initiatives | 2023 |
| American Society On Aging | $25,000 | San Francisco, CA, US | To Support The Master Plan For Aging Symposium | 2023 |
| Apple Tree Dental | $36,400 | Mounds View, MN, US | To Support The Healthy Aging Project | 2023 |
| Challenge Center | $71,500 | La Mesa, CA, US | To Support Aging With Independence And Dignity | 2023 |
| Gary And Mary West Health Policy Center | $6,000,000 | Washington, DC, US | See Statement For Expenditure Responsibility Grant | 2023 |
| Gary And Mary West Senior Dental Center Inc | $200,000 | San Diego, CA, US | To Support General Operations And Sustainability Planning | 2023 |
| Gifford Medical Center | $10,000 | Randolph, VT, US | To Support Last Mile Event | 2023 |
| Grantmakers In Aging Inc | $10,000 | White Plains, NY, US | To Support Grantmakers In Aging General Operations | 2023 |
| Intercultural Senior Center | $27,500 | Omaha, NE, US | To Support Case Management For Older Adults | 2023 |
| Interfaith Community Services Inc | $100,000 | Escondido, CA, US | To Support Senior Services In North San Diego County | 2023 |
| Legal Aid Society Of San Diego Inc | $192,500 | San Diego, CA, US | To Support The Health Advocacy Project | 2023 |
| National Academy Of Sciences | $25,000 | Washington, DC, US | To Support The Workshop In Advancing Oral Health Across The Lifespan | 2023 |
| Notre Dame Housing Inc | $25,000 | Omaha, NE, US | To Support Life Enrichment Coordinator And Service Coordinator | 2023 |
| Omaha Community Foundation | $519,950 | Omaha, NE, US | To Support The Trust's Continued Efforts In Funding Charitable Organizations | 2023 |
| Outlook Enrichment | $27,000 | Omaha, NE, US | To Support Improving Seniors' Connectivity & Mental Health W/ Adaptive Tech. Training & Support | 2023 |
| San Diego Regional Economic Development Foundation | $25,000 | San Diego, CA, US | To Support General Operations Focused On Successful Aging | 2023 |
| Serving Seniors | $168,000 | San Diego, CA, US | To Support Operations At The Gary And Mary West Senior Wellness Center | 2023 |
| Serving Seniors | $261,000 | San Diego, CA, US | To Support Integrated Care Coordination | 2023 |
| Serving Seniors | $25,000 | San Diego, CA, US | Challenge Grant To Supplement Gmwswc Operations | 2023 |
| Serving Seniors | $21,000 | San Diego, CA, US | To Support Operations At The Gary And Mary West Senior Wellness Center | 2023 |
| The Scan Foundation | $150,000 | Long Beach, CA, US | To Support The California Master Plan For Aging Project | 2023 |
| Volunteers Assisting Seniors | $22,000 | Omaha, NE, US | To Support The Senior Benefits Counseling Program | 2023 |
| Gary And Mary West Health Institute | $22,000,000 | La Jolla, CA, US | To Support Operations And Applied Medical Research Initiatives | 2023 |
| Omaha Community Foundation | $50 | Omaha, NE, US | To Support The Trust's Continued Efforts In Funding Charitable Organizations | 2022 |
| Grantmakers In Aging Inc | $15,000 | White Plains, NY, US | To Support General Operations | 2022 |
| Grantmakers In Aging Inc | $8,000 | White Plains, NY, US | To Support General Operations | 2022 |
| American Society On Aging | $25,000 | San Francisco, CA, US | To Support The Master Plan For Aging Symposium | 2022 |
| Merrymakers Association | $16,500 | Omaha, NE, US | To Support Music, Laughter, And Memories For Seniors | 2022 |
| Challenge Center | $35,750 | La Mesa, CA, US | To Support Aging With Independence And Dignity | 2022 |
| Intercultural Senior Center | $27,500 | Omaha, NE, US | To Support Case Management For Older Adults | 2022 |
| Serving Seniors | $130,500 | San Diego, CA, US | To Support Integrated Care Coordination | 2022 |
| Serving Seniors | $84,000 | San Diego, CA, US | To Support Operations At The Gary And Mary West Senior Wellness Center | 2022 |
| Omaha Community Foundation | $50 | Omaha, NE, US | To Support The Trust's Continued Efforts In Funding Charitable Organizations | 2022 |
| Grantmakers In Aging Inc | $15,000 | White Plains, NY, US | To Support General Operations | 2022 |
| Grantmakers In Aging Inc | $8,000 | White Plains, NY, US | To Support General Operations | 2022 |
| American Society On Aging | $25,000 | San Francisco, CA, US | To Support The Master Plan For Aging Symposium | 2022 |
| Merrymakers Association | $16,500 | Omaha, NE, US | To Support Music, Laughter, And Memories For Seniors | 2022 |
| Challenge Center | $35,750 | La Mesa, CA, US | To Support Aging With Independence And Dignity | 2022 |
| Intercultural Senior Center | $27,500 | Omaha, NE, US | To Support Case Management For Older Adults | 2022 |
| Serving Seniors | $130,500 | San Diego, CA, US | To Support Integrated Care Coordination | 2022 |
| Serving Seniors | $84,000 | San Diego, CA, US | To Support Operations At The Gary And Mary West Senior Wellness Center | 2022 |
| Omaha Community Foundation | $50 | Omaha, NE, US | To Support The Trust's Continued Efforts In Funding Charitable Organizations | 2022 |
| Grantmakers In Aging Inc | $15,000 | White Plains, NY, US | To Support General Operations | 2022 |
| Grantmakers In Aging Inc | $8,000 | White Plains, NY, US | To Support General Operations | 2022 |
| American Society On Aging | $25,000 | San Francisco, CA, US | To Support The Master Plan For Aging Symposium | 2022 |
| Merrymakers Association | $16,500 | Omaha, NE, US | To Support Music, Laughter, And Memories For Seniors | 2022 |
| Challenge Center | $35,750 | La Mesa, CA, US | To Support Aging With Independence And Dignity | 2022 |
| Intercultural Senior Center | $27,500 | Omaha, NE, US | To Support Case Management For Older Adults | 2022 |
| Serving Seniors | $130,500 | San Diego, CA, US | To Support Integrated Care Coordination | 2022 |
| Serving Seniors | $84,000 | San Diego, CA, US | To Support Operations At The Gary And Mary West Senior Wellness Center | 2022 |
Foundations Similar to Gary And Mary West Charitable Trust
Discover 5 foundations with comparable assets ($315,527,122-$335,164,392), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Rosalinde And Arthur Gilbert
EIN: 56-2305694 | 2493 grants awarded |
$333,977,820
(≈ Similar) |
$25,000
median grant |
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|
The Karsh Family Foundation
EIN: 13-7147287 | 626 grants awarded |
$334,605,042
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$15,000
median grant |
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|
John And Marcia Goldman Foundation
EIN: 94-3274370 | 128 grants awarded |
$335,164,392
(≈ Similar) |
$15,000
median grant |
San Francisco, CA
Same state |
|
|
Jmm Charitable Foundation Inc
EIN: 20-4679694 | 103 grants awarded |
$320,626,328
(≈ Similar) |
$50,000
median grant |
Los Angeles, CA
Same state |
|
|
Koret Foundation
EIN: 94-1624987 | 2854 grants awarded |
$315,527,122
(≈ Similar) |
$25,000
median grant |
San Francisco, CA
Same state |
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Related Foundation Resources in CA:
Contact Information
Official contact details for Gary And Mary West Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 87-3374164 |
| Website | N/A |
| Address | 10350 N TORREY PINES RD La Jolla, CA 92037-1020 |
Key People (6)
Board members, trustees, and key staff who oversee Gary And Mary West Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Ceo And Chair | Shelley Lyford |
|---|---|
| Cfo & Treasurer | Sally Hallak |
| President | Tim Lash |
| Trustee | Marc Harper |
| Trustee | Mary E West |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Gary And Mary West Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
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