Funder DirectoryGARY AND MARY WEST CHARITABLE TRUST
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Private foundation (trust)EIN 873374164Est. 2022-05

GARY AND MARY WEST CHARITABLE TRUST

LA JOLLA, CA 92037

Total Assets

$333.4M

FY 2023

Annual Giving

$29.9M

FY 2023

Grants Made

22

FY 2023

Avg Grant

$1.4M

FY 2023

Grant Range

$10K–$22M

Typical

Deadlines

Applications

Programs & Activities

Program 1

$3K

To support seniors through health and wellness initiatives enabling them to age with independence and dignity.

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$16.9M

Total Expenses

$33.6M

Qualifying Distributions

$34.1M

Distributable Amount

$15.3M

Min. Investment Return

$15.5M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

22 grants

Grant sizes from minimum $10K through median $32K to maximum $22M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $29.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

31 grants

GARY AND MARY WEST HEALTH INSTITUTE
$22M
1 grant
GARY AND MARY WEST HEALTH POLICY CENTER
$6M
1 grant
SERVING SENIORS
$690K
6 grants
OMAHA COMMUNITY FOUNDATION
$520K
2 grants
GARY AND MARY WEST SENIOR DENTAL CENTER INC
$200K
1 grant
LEGAL AID SOCIETY OF SAN DIEGO INC
$193K
1 grant
THE SCAN FOUNDATION
$150K
1 grant
CHALLENGE CENTER
$107K
2 grants

Grant Size Distribution

31 grants

<$10K
4
grants
$10–50K
15
grants
$50–250K
8
grants
$250K–1M
2
grants
$1–5M
$5M+
2
grants

Geographic Focus

6 states

California
$23.5M
78% of total
District of Columbia
$6.0M
20% of total
Nebraska
$666K
2% of total
Minnesota
$36K
0% of total
New York
$33K
0% of total
Vermont
$10K
0% of total

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GARY AND MARY WEST CHARITABLE TRUST — Grants, Financials & Contact | Grantivo