2023-11-01T11:53:35-05:00 2022-12-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990PF 2022-01-01 873374164 GARY AND MARY WEST CHARITABLE TRUST GARY 8583693160 10350 N TORREY PINES ROAD LA JOLLA CA 92037 SHELLEY LYFORD CHAIR & CEO 8583693160 2023-11-01 1 SHELLEY LYFORD 999009999 1 DIANA MCCUTCHEN P00545657 7144367100 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 328719511 X X 2342502 2550065 -2402818 46636879 0 377183 -5321 0 316867 2544744 0 128238 19912 0 108326 140015 23150 0 116865 35243 5316 0 24653 50027 33237 0 16790 3538 1769 0 1769 377533 265239 0 112293 39930 5316 0 17035 505 253 0 101374 50687 0 50687 14795 11664 0 3131 1197 599 0 599 29387 9746 0 19641 921782 426888 0 471789 1379254 342300 2301036 426888 0 814089 -1984169 2117856 0 1000 693925 693925 101189247 101189247 1134377 1134377 1134377 809478 809478 0 129133217 129133217 0 51082008 51082008 52596 52596 0 36211892 36211892 0 8465367 8465367 1000 328719511 328719511 1194790 150000 0 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OF ACCOUNTI 40.00 53353 8180 0 0 NONE 0 0 44835048 14216225 11016152 70067425 0 0 70067425 1051011 69016414 3450821 3450821 29438 29438 3421383 0 3421383 0 3421383 814089 0 814089 3421383 0 0 4448144 11616167 9179361 9831833 5122333 40197838 814089 0 0 0 814089 0 2607294 2607294 37590544 0 0 0 0 0 0 1840850 35749694 11616167 9179361 9831833 5122333 X OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 PC TO SUPPORT THE TRUST'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS 50 GRANTMAKERS IN AGING INC 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 PC TO SUPPORT GENERAL OPERATIONS 15000 GRANTMAKERS IN AGING INC 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 PC TO SUPPORT GENERAL OPERATIONS 8000 AMERICAN SOCIETY ON AGING 548 MARKET STREET PMB 85589 SAN FRANCISCO CA 94105 PC TO SUPPORT THE MASTER PLAN FOR AGING SYMPOSIUM 25000 MERRYMAKERS ASSOCIATION 12020 SHAMROCK PLAZE SUITE 200 OMAHA NE 68154 PC TO SUPPORT MUSIC, LAUGHTER, AND MEMORIES FOR SENIORS 16500 CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA CA 91942 PC TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY 35750 INTERCULTURAL SENIOR CENTER 5545 CENTER DRIVE OMAHA NE 68106 PC TO SUPPORT CASE MANAGEMENT FOR OLDER ADULTS 27500 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 PC TO SUPPORT INTEGRATED CARE COORDINATION 130500 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 PC TO SUPPORT OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER 84000 342300 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 PC TO SUPPORT OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER 84000 APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW MN 55112 PC TO SUPPORT THE HEALTHY AGING PROJECT 36400 CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA CA 91942 PC TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY 35750 INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 PC TO SUPPORT CASE MANAGEMENT FOR OLDER ADULTS 27500 OUTLOOK ENRICHMENT 4125 S 72ND ST OMAHA NE 68127 PC TO SUPPORT SENIORS' MENTAL HEALTH WITH ADAPTIVE TECHNOLOGY TRAINING AND SUPPORT GROUPS 27000 INTERFAITH COMMUNITY SERVICES 550 WEST WASHINGTON AVENUE ESCONDIDO CA 92025 PC TO SUPPORT SENIOR SERVICES IN NORTH SAN DIEGO COUNTY 50000 NOTRE DAME HOUSING 3439 STATE STREET OMAHA NE 68112 PC TO SUPPORT LIFE ENRICHMENT COORDINATOR AND SERVICE COORDINATOR 25000 VOLUNTEERS ASSISTING SENIORS 1941 S 42 STREET SUITE 312 OMAHA NE 68105 PC TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM 20000 THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH CA 90806 PC TO SUPPORT THE CALIFORNIA MASTER PLAN FOR AGING PROJECT 150000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 PC TO SUPPORT INTEGRATED CARE COORDINATION 130500 LEGAL AID SOCIETY OF SAN DIEGO 110 SOUTH EUCLID AVENUE SAN DIEGO CA 92114 PC TO SUPPORT THE HEALTH ADVOCACY PROJECT 192500 778650 14 2342502 14 377183 18 -2402818 0 316867 0 316867 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3538 1769 0 1769 GARY AND MARY WEST HEALTH POLICY CENTER INC 1909 K STREET NW SUITE 730 WASHINGTON DC 20006 2022-01-03 6000000 THE GARY AND MARY WEST FOUNDATION (EIN: 47-0793015) INITIATED THIS GRANT. UPON LIQUIDATION OF THE FOUNDATION, THE GRANT TRANSFERRED TO THE GARY AND MARY WEST CHARITABLE TRUST; AS SUCH, THE CHARITABLE TRUST WILL PERFORM EXPENDITURE RESPONSIBILITY ON THIS GRANT GOING FORWARD. TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. (THE "POLICY CENTER") IN CARRYING OUT ITS CHARITABLE PURPOSES RELATED TO RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE REFORM AND VALUE-BASED INSURANCE DESIGN. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2022 WAS $5,857,410, INCLUDING A REFUNDED AMOUNT OF $141,469. 5857410 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 7/31/2022, 2/15/2023 2023-02-15 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, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS. CIVICA RX 2912 EXECUTIVE PARKWAY SUITE 325 LEHI UT 84043 2018-09-04 1000000 THE GARY AND MARY WEST FOUNDATION (EIN: 47-0793015) INITIATED THIS GRANT. UPON LIQUIDATION OF THE FOUNDATION, THE GRANT TRANSFERRED TO THE GARY AND MARY WEST CHARITABLE TRUST; AS SUCH, THE CHARITABLE TRUST WILL PERFORM EXPENDITURE RESPONSIBILITY ON THIS GRANT GOING FORWARD. MEMBERSHIP GRANT - TO PROMOTE HEALTHCARE FOR DISADVANTAGED PERSONS BY MAKING ESSENTIAL GENERIC DRUGS BROADLY AVAILABLE TO INDIVIDUALS SERVICED BY ITS MEMBER HOSPITALS AND HEALTH SYSTEMS, INCLUDING HIGH-NEEDS POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW INCOME INDIVIDUALS. THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G. TOP 10%), AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS. 1000000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 3/24/2023, 2/22/2022 2023-03-24 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, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS. CIVICA RX 2912 EXECUTIVE PARKWAY SUITE 325 LEHI UT 84043 2019-10-23 7041039 THE GARY AND MARY WEST FOUNDATION (EIN: 47-0793015) INITIATED THIS GRANT. UPON LIQUIDATION OF THE FOUNDATION, THE GRANT TRANSFERRED TO THE GARY AND MARY WEST CHARITABLE TRUST; AS SUCH, THE CHARITABLE TRUST WILL PERFORM EXPENDITURE RESPONSIBILITY ON THIS GRANT GOING FORWARD. PROGRAM RELATED INVESTMENT, LINE OF CREDIT - TO PROMOTE HEALTHCARE FOR DISADVANTAGED PERSONS BY MAKING ESSENTIAL GENERIC DRUGS BROADLY AVAILABLE TO INDIVIDUALS SERVICED BY ITS MEMBER HOSPITALS AND HEALTH SYSTEMS, INCLUDING HIGH-NEEDS POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW INCOME INDIVIDUALS. THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G. TOP 10%), AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS. 1356770 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 3/24/2023, 2/22/2022 2023-03-24 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, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS. 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PORTLAND GENERAL ELECTRIC CO COM NEW 91189 91189 PROCTER & GAMBLE COM NPV 92300 92300 PROGRESSIVE CORP OH COM 179908 179908 PROLOGIS INC COM 599611 599611 PULTE GROUP INC 92289 92289 QUALCOMM INC COM 86633 86633 RAYMOND JAMES FNCL INC COM STK 161450 161450 REINSURANCE GROUP AMER INC COM NEW STK 165393 165393 RENAISSANCE RE HLDGS LTD COM 117170 117170 REORG/CANADIAN PAC RY LTD NAME CHANGE CANADIAN PAC 2K13AU4 04-14-2023 81825 81825 REORG/LINDE PLC STOCK MERGER LINDE PLC 0002L16A24 03-02-2023 45339 45339 REPUBLIC SVCS INC COM 194775 194775 RESMED INC COM 48702 48702 RETAIL OPPORTUNITY INVTS CORP COM STK 103346 103346 REXFORD INDL RLTY INC COM 210419 210419 ROBLOX CORP COM CL A 6688 6688 ROLLS ROYCE HOLDINGS PLC SPONSORED ADR 326319 326319 ROSS STORES INC COM 285184 285184 ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH 18452 18452 RPM INTL INC 100179 100179 S&P GLOBAL INC COM 32154 32154 SAIA INC COM STK 120147 120147 SALESFORCE INC COM 214265 214265 SANOFI SPONSORED ADR 180305 180305 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SYSMEX CORP ADR 9319 9319 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 181600 181600 TANDEM DIABETES CARE INC COM NEW COM 81809 81809 TANGER FACTORY OUTLET CTRS INC COM 84623 84623 TECHNIPFMC PLC COM 131737 131737 TERRENO RLTY CORP 105153 105153 TESLA INC COM 63438 63438 TEXAS CAP BANCSHARES INC DEL COM 104035 104035 THE TRADE DESK INC COM CL A COM CL A 14077 14077 THERMO FISHER CORP 364557 364557 THOMSON REUTERS CORP FORMERLY THOMSON CORP TO 04/15/2008 COM NEW 34563 34563 TJX COS INC COM NEW 126246 126246 T-MOBILE US INC COM 28140 28140 TRICON RESIDENITAL INC COM 126598 126598 UBER TECHNOLOGIES INC COM 32446 32446 UDR INC COM STK 233271 233271 UNITED PARCEL SVC INC CL B 212259 212259 UNITEDHEALTH GROUP INC COM 464438 464438 US BANCORP 198295 198295 VANGUARD FTSE DEVELOPED MARKETS ETF 24187353 24187353 VERTEX PHARMACEUTICALS INC COM 32343 32343 VICI PPTYS INC COM 331711 331711 VISA INC COM CL A STK 286086 286086 VISTEON CORP COM NEW COM NEW 177275 177275 WALT DISNEY CO 125455 125455 WASTE CONNECTIONS INC COM 31152 31152 WEC ENERGY GROUP INC COM 96198 96198 WELLTOWER INC COM REIT 281603 281603 WOODWARD INC COM 112647 112647 XCEL ENERGY INC COM 96121 96121 XP INC COM CLASS A 5691 5691 XYLEM INC COM 103272 103272 YANDEX N.V. 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