Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
GARY AND MARY WEST FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)505 LOMAS SANTA FE DRIVE NO 230   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOLANA BEACH, CA92075
A Employer identification number

47-0793015
B Telephone number (see instructions)

(760) 602-0195
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$137,701,276J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 5,939,835 5,939,835  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,072,461
b Gross sales price for all assets on line 6a 16,841,344
7 Capital gain net income (from Part IV, line 2)... 1,072,461
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 138,677 138,677 0
12 Total. Add lines 1 through 11........ 7,150,973 7,150,973 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 246,252 54,750 0 198,719
14 Other employee salaries and wages...... 432,419 180,600 0 261,794
15 Pension plans, employee benefits....... 126,907 38,023 0 68,287
16a Legal fees (attach schedule)......... Click to see attachment 45,923 2,485 0 44,535
b Accounting fees (attach schedule)....... Click to see attachment 61,115 48,892 0 12,223
c Other professional fees (attach schedule).... Click to see attachment 894,234 639,214 0 223,953
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 105,175 15,270 0 29,801
19 Depreciation (attach schedule) and depletion... 23,876 5,969 0
20 Occupancy.............. 131,487 32,872 0 150,589
21 Travel, conferences, and meetings....... 72,832 4,479 0 68,041
22 Printing and publications.......... 4,853 1,213 0 3,712
23 Other expenses (attach schedule)....... Click to see attachment 204,645 25,762 0 172,135
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,349,718 1,049,529 0 1,233,789
25 Contributions, gifts, grants paid........ 13,624,397 25,502,393
26 Total expenses and disbursements. Add lines 24 and 25 15,974,115 1,049,529 0 26,736,182
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,823,142
b Net investment income (if negative, enter -0-) 6,101,444
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 87,114 295,825 295,825
2 Savings and temporary cash investments.......... 33,183,829 21,597,512 21,597,512
3 Accounts receivable bullet5,305
Less: allowance for doubtful accounts bullet   2,388 5,305 5,305
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 75,295 44,572 44,572
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 79,777,733 Click to see attachment81,919,624 81,919,624
c Investments—corporate bonds (attach schedule)........ 7,108,183 Click to see attachment2,168,597 2,168,597
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 36,464,727 Click to see attachment30,441,727 30,441,727
14 Land, buildings, and equipment: basis bullet455,386
Less: accumulated depreciation (attach schedule) bullet145,638 99,690 Click to see attachment309,748 309,748
15 Other assets (describe bullet) Click to see attachment1,278,952 Click to see attachment918,366 Click to see attachment918,366
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 158,077,911 137,701,276 137,701,276
Liabilities 17 Accounts payable and accrued expenses.......... 930,922 440,803
18 Grants payable.................. 13,880,151 2,002,155
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,935,915 Click to see attachment135,058
23 Total liabilities (add lines 17 through 22).......... 17,746,988 2,578,016
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 140,330,923 135,123,260
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 140,330,923 135,123,260
31 Total liabilities and net assets/fund balances (see instructions).. 158,077,911 137,701,276
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 140,330,923
2 Enter amount from Part I, line 27a..................... 2 -8,823,142
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 3,644,951
4 Add lines 1, 2, and 3.......................... 4 135,152,732
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 29,472
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 135,123,260
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES   2006-12-11 2014-12-31
b GS ANCHORAGE P 2010-02-12 2014-10-10
c GS LIBERTY HARBOR P 2008-09-01 2014-06-30
d GS MEZZANINE P 2007-11-30 2014-10-28
e DEUTSCHE OPTIONS P 2012-09-20 2014-06-30
BLUE RIVER ARBITRAGE P 2008-03-03 2014-04-25
ETON PARK OVERSEAS FUND P 2007-09-01 2014-12-31
FORTRESS MSR P 2012-12-20 2014-10-15
INVESCO MORTG RECOVERY P 2009-10-09 2014-10-31
MARATHON EUROPEAN CREDIT P 2011-08-05 2014-11-28
OHA SCF PARALLEL P 2008-10-15 2014-12-23
SENATOR SIDECAR OFFSHORE P 2010-09-01 2014-12-31
SILVER POINT P 2010-09-16 2014-12-31
SUMMIT WATER DEVELOPMENT P 2008-05-12 2014-11-18
TACONIC P 2008-12-03 2014-05-09
VIRGO-WALNUT P 2010-12-21 2014-12-15
PONDFIELD CAPITAL, LLC P 2013-07-16 2014-12-09
OAKTREE RE DEBT FUND CAYMAN P 2014-07-02 2014-10-14
BOND - BLACK ELK ENERGY OFFSHORE P 2010-11-29 2014-08-20
BOND - EXPRO FINANCE LUXEMBOURG P 2010-09-22 2014-09-02
BOND - CALUMET SPECIALTY PRODUCTS PARTNERS P 2011-04-15 2014-04-30
PREFERRED STOCK - EXCHANGE BANK SANTA ROSA P 2012-08-03 2014-02-16
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 7,321,991   7,144,965 177,026
b 417,553   327,984 89,569
c 22,227   14,582 7,645
d 1,222,781   1,062,584 160,197
e     59,000 -59,000
1,000,000   1,069,508 -69,508
106,276   108,815 -2,539
181,218   91,691 89,527
147,689   110,245 37,444
564,864   490,135 74,729
341,131   200,131 141,000
181,812   181,706 106
274,018   203,974 70,044
867,504   923,609 -56,105
92,769   268,855 -176,086
734,864   459,904 274,960
48,438     48,438
22,122   20,282 1,840
737,500   743,318 -5,818
1,042,500   955,000 87,500
1,134,087   1,000,000 134,087
380,000   332,595 47,405
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       177,026
b       89,569
c       7,645
d       160,197
e       -59,000
      -69,508
      -2,539
      89,527
      37,444
      74,729
      141,000
      106
      70,044
      -56,105
      -176,086
      274,960
      48,438
      1,840
      -5,818
      87,500
      134,087
      47,405
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,072,461
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 19,876,702 157,746,902 0.126004
2012 24,344,608 169,056,931 0.144002
2011 23,956,756 182,067,286 0.131582
2010 28,011,825 198,292,916 0.141265
2009 25,711,232 200,429,596 0.128281
2 Total of line 1, column (d) ...................... 2 0.671134
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.134227
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 144,477,442
5 Multiply line 4 by line 3....................... 5 19,392,774
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 61,014
7 Add lines 5 and 6......................... 7 19,453,788
8 Enter qualifying distributions from Part XII, line 4.............. 8 26,736,182
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 61,014
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 61,014
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 61,014
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 76,070
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,070
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,056
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet15,056 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, NE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GMWF.ORG
    14
    The books are in care ofbulletSHELLEY LYFORD Telephone no.bullet (760) 602-0195
    Located atbullet505 LOMAS SANTA FE DRIVE SUITE 230SOLANA BEACHCA ZIP+4bullet92075
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    GARY L WEST CO-CHAIRMAN
    2.00     		0 0 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    MARY E WEST CO-CHAIRMAN
    2.00     		0 0 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    ROLAND J SANTONI MANAGING DIRECTOR
    2.00     		0 0 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    SHELLEY LYFORD PRESIDENT & TREASURER
    14.00     		110,000 8,000 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    VIRGINIA MERRIFIELD RES 93014 EXEC. DIRECTOR, SECRETARY & TREASURER
    40.00     		136,252 10,900 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    DENNIS M O'BRIEN DIRECTOR & SECRETARY
    2.00     		0 0 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    MARC HARPER DIRECTOR
    2.00     		0 0 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MONA CHAHAL DICKERSON DIRECTOR OF ACCOUNTI
    40.00     		154,000 12,320 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    GERALDINE BRANDT STAFF ACCOUNTANT
    40.00     		105,000 8,400 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    VYAN NGUYEN PROGRAM OFFICER
    40.00     		76,457 6,117 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    LEXY HARSHMAN PROGRAM ASSOCIATE
    40.00     		71,500 5,200 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    WEST FAMILY INVESTMENTS INC INVESTMENT MANAGEMENT 635,913
    1603 ORRINGTON SUITE 810
    EVANSTON,IL60201
    WEST MANAGEMENT COMPANY INC PROFESSIONAL AND MANAGERIAL SERVICES 150,105
    15 EMBARCADERO COVE
    OAKLAND,CA94606
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    116,268,772
    b
    Average of monthly cash balances.......................
    1b
    29,127,800
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,281,034
    d
    Total (add lines 1a, b, and c).........................
    1d
    146,677,606
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    146,677,606
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,200,164
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    144,477,442
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,223,872
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    7,223,872
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    61,014
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    61,014
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,162,858
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,162,858
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    7,162,858
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    26,736,182
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    26,736,182
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    61,014
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    26,675,168
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 7,162,858
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 4,653,284
    b From 2010....... 18,238,481
    c From 2011....... 15,081,824
    d From 2012....... 16,091,591
    e From 2013....... 12,115,073
    fTotal of lines 3a through e......... 66,180,253
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 26,736,182
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 7,162,858
    e Remaining amount distributed out of corpus 19,573,324
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 85,753,577
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		4,653,284
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		81,100,293
    10 Analysis of line 9:
    a Excess from 2010.... 18,238,481
    b Excess from 2011.... 15,081,824
    c Excess from 2012.... 16,091,591
    d Excess from 2013.... 12,115,073
    e Excess from 2014.... 19,573,324
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    GARY L WEST
    MARY E WEST
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS TO INDEPENDENCE OF SAN DIEGO INC
    8885 RIO SAN DIEGO DRIVE SUITE 131
    SAN DIEGO,CA92108     		NONE PC TO SUPPORT CLIENT SERVICES FUNDING FOR SENIORS. 25,000
    ACCESS TO INDEPENDENCE OF SAN DIEGO INC
    8885 RIO SAN DIEGO DRIVE SUITE 131
    SAN DIEGO,CA92108     		NONE PC TO SUPPORT HOUSING TRANSITIONS AND CLIENT SERVICES TO INCENTIVIZE NEW DONORS AND BUILD SUSTAINABILITY. 2,447
    BOYS AND GIRLS CLUB OF CARLSBAD
    PO BOX 913
    CARLSBAD,CA92018     		NONE PC TO SUPPORT PROGRAMS THAT HELP YOUTH CREATE ASPIRATIONS FOR THE FUTURE WHILE PROVIDING OPPORTUNITIES FOR CAREER EXPLORATION AND EDUCATIONAL ADVANCEMENT. 2,500
    CAMP DUDLEY YMCA INC
    126 DUDLEY ROAD
    WESTPORT,NY12993     		NONE PC TO SUPPORT GENERAL OPERTIONS. 5,000
    CANINE COMPANIONS FOR INDEPENDENCE
    124 RANCHO DEL ORO DRIVE
    OCEANSIDE,CA92057     		NONE PC TO SUPPORT THE DEVELOPMENT AND EXPANSION OF THE MILITARY VETERANS PROJECT. 50,000
    CENTER FOR MEDICAL INTEROPERABILITY
    3344 NORTH TORREY PINES COURT PLAZA
    LEVEL
    LA JOLLA,CA92037     		NONE PC TO SUPPORT GENERAL START-UP OPERATIONS. 735,243
    CENTER FOR MEDICAL INTEROPERABILITY
    3344 NORTH TORREY PINES COURT PLAZA
    LEVEL
    LA JOLLA,CA92037     		NONE PC TO SUPPORT GENERAL START-UP OPERATIONS. 2,216,155
    CENTER FOR MEDICAL INTEROPERABILITY
    3344 NORTH TORREY PINES COURT PLAZA
    LEVEL
    LA JOLLA,CA92037     		NONE PC TO SUPPORT GENERAL START-UP OPERATIONS. 3,990,165
    CENTER FOR MEDICAL INTEROPERABILITY
    3344 NORTH TORREY PINES COURT PLAZA
    LEVEL
    LA JOLLA,CA92037     		NONE PC TO SUPPORT THE MAGNA CARTA PROJECT. 830,000
    CHALLENGE CENTER
    5540 LAKE PARK WAY
    LA MESA,CA91942     		NONE PC TO SUPPORT THE CAPACITY BUILDING PROJECT. 120,000
    CREIGHTON UNIVERSITY
    2500 CALIFORNIA PLAZA
    OMAHA,NE68178     		NONE PC TO SUPPORT CREIGHTON UNIVERSITY FOR THE ROLAND J. SANTONI SCHOLARSHIP FUND. 10,000
    CREIGHTON UNIVERSITY
    2500 CALIFORNIA PLAZA
    OMAHA,NE68178     		NONE PC TO SUPPORT THE FATHER HART SCHOLARSHIP FUND. 5,000
    DISCIPLES WOMEN
    PO BOX 1986
    INDIANAPOLIS,IN46206     		NONE PC TO SUPPORT THE WALK AGAINST HUMAN TRAFFICKING. 2,500
    FIRST CHRISTIAN CHURCH OF ORANGE
    1130 E WALNUT AVE
    ORANGE,CA92867     		NONE PC TO SUPPORT THE GENERAL FUND. 5,000
    GARY AND MARY WEST HEALTH POLICY CENTER INC
    1909 K STREET NW SUITE 730
    WASHINGTON,DC20006     		NONE POF TO SUPPORT GENERAL OPERATIONS. 180,000
    GARY AND MARY WEST HEALTH POLICY CENTER INC
    1909 K STREET NW SUITE 730
    WASHINGTON,DC20006     		NONE POF EXPENDITURE RESPONSIBILITY GRANT1. MEDICARE COST-SHARING REFORM2. VALUE-BASED INSURANCE DESIGN (V-BID)3. TRANSPARENCY4. DISEASE MANAGEMENT AND CARE COORDINATION 2,320,000
    GARY AND MARY WEST HEALTH POLICY CENTER INC
    1909 K STREET NW SUITE 730
    WASHINGTON,DC20006     		NONE POF EXPENDITURE RESPONSIBILITY GRANT1. MEDICARE COST-SHARING REFORM2. VALUE-BASED INSURANCE DESIGN (V-BID)3. TRANSPARENCY4. DISEASE MANAGEMENT AND CARE COORDINATION 2,922,526
    GARY AND MARY WEST WIRELESS HEALTH INSTITUTE
    3344 NORTH TORREY PINES
    LA JOLLA,CA92037     		NONE PC TO SUPPORT THE APPLIED MEDICAL RESEARCH GRANT PROJECT. 10,328,829
    GIFFORD MEDICAL CENTER INC
    PO BOX 2000
    RANDOLPH,VT05060     		NONE PC TO SUPPORT THE AGING IN PLACE ASSISTED LIVING FACILITY AND SENIOR CENTER. 10,000
    GOODWILL INDUSTRIES INC
    4805 N 72ND STREET
    OMAHA,NE68134     		NONE PC TO SUPPORT THE YOUTH BUILD OMAHA INTERGENERATIONAL PROJECT WITH REBUILDING TOGETHER OMAHA. 75,000
    GRANTMAKERS IN AGING
    2001 JEFFERSON DAVIS HIGHWAY SUITE
    504
    ARLINGTON,VA22202     		NONE PC TO SUPPORT THE ANNUAL CONFERENCE AND CONTENT FOCUSED ON AGING IN PLACE AND THE IMPORTANCE FOCUSED ON AGING IN PLACE AND THE IMPORTANCE OF INNOVATIVE SENIOR CENTERS THAT UTILIZE A COLLABORATIVE APPROACH TO "CARE" FOR DISENFRANCHISED SENIORS. 10,000
    HEARTS UNITED FOR ANIMALS
    73420 638TH AVENUE
    AUBURN,NE68305     		NONE PC A CHALLENGE GRANT TO SUPPORT THE CONSTRUCTION OF A MULTI-PURPOSE BUILDING THAT WILL ALLOW HEARTS UNITED FOR ANIMALS TO EXTEND ITS EMERGENCY TRIAGE CAPACITY AND PROVIDE A YEAR ROUND TRAINING FACILITY THAT WILL IMPROVE THE ADOPTABILITY OF RESCUED DOGS. 80,000
    HEARTS UNITED FOR ANIMALS
    73420 638TH AVENUE
    AUBURN,NE68305     		NONE PC TO SUPPORT THE CONSTRUCTION OF A MULTI-PURPOSE BUILDING THAT WILL ALLOW HEARTS UNITED FOR ANIMALS TO EXTEND ITS EMERGENCY TRIAGE CAPACITY AND PROVIDE A YEAR ROUND TRAINING FACILITY THAT WILL IMPROVE THE ADOPTABILITY OF RESCUED DOGS. 80,000
    HEARTS UNITED FOR ANIMALS
    73420 638TH AVENUE
    AUBURN,NE68305     		NONE PC TO SUPPORT THE ESTABLISHMENT OF A PARTNERSHIP WITH A HIGH QUALITY PET CARE BUSINESS IN WEST OMAHA TO SERVE AS AN ADOPTION SITE FOR RESCUED DOGS. 25,000
    JUMA VENTURES
    625 BROADWAY SUITE 910
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT THE PATHWAYS PROGRAM IN SAN DIEGO BY BUILDING A NEW DONOR BASE THROUGH A CHALLENGE GRANT. 25,000
    JUMA VENTURES
    625 BROADWAY SUITE 910
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT THE PATHWAYS PROJECT. 25,000
    LEGAL AID SOCIETY OF SAN DIEGO INC
    110 SOUTH EUCLID AVENUE
    SAN DIEGO,CA92114     		NONE PC TO SUPPORT THE HEALTH ADVOCACY PROJECT AND CYBER CAFE AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER. 161,250
    MEALS-ON-WHEELS GREATER SAN DIEGO INC
    2254 SAN DIEGO AVENUE 200
    SAN DIEGO,CA92110     		NONE PC TO SUPPORT THE EXPANSION OF MEAL SERVICES TO EAST COUNTY. 50,000
    NEW SCHOOLS FOR CHICAGO
    21 SOUTH CLARK STREET SUITE 4301
    CHICAGO,IL60603     		NONE PC TO SUPPORT JOHNSON COLLEGE PREP AND THE CREATION OF NEW QUALITY PUBLIC SCHOOLS IN CHICAGO. 2,500
    NOTRE DAME HOUSING INC
    3439 STATE STREET
    OMAHA,NE68112     		NONE PC TO SUPPORT CAPACITY BUILDING. 10,000
    PACIFIC RIDGE SCHOOL
    6269 EL FUERTE STREET
    CARLSBAD,CA92009     		NONE PC TO SUPPORT GENERAL OPERATIONS IN A COMMUNITY THAT FOSTERS ACADEMIC EXCELLENCE, ETHICAL RESPONSIBILITY AND GLOBAL ENGAGEMENT. 5,000
    PAWS'ITIVE TEAMS
    7031 CARROLL RD
    SAN DIEGO,CA92121     		NONE PC TO SUPPORT THE EXECUTIVE DIRECTOR'S SALARY. 25,000
    PLAYWRIGHTS PROJECT
    3675 RUFFIN ROAD SUITE 330
    SAN DIEGO,CA92123     		NONE PC TO SUPPORT GENERAL OPERATIONS. 5,000
    REBUILDING TOGETHER OMAHA
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		NONE PC TO SUPPORT THE NEW EXECUTIVE DIRECTOR AND THE DEVELOPMENT OF AN EFFECTIVE FUNDRAISING PROGRAM. 75,000
    REBUILDING TOGETHER OMAHA
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		NONE PC TO SUPPORT THE RESOURCE DEVELOPMENT MANAGER POSITION. 25,000
    REBUILDING TOGETHER OMAHA
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		NONE PC TO SUPPORT THE NEW EXECUTIVE DIRECTOR AND THE DEVELOPMENT OF AN EFFECTIVE FUNDRAISING PROGRAM. 75,000
    SAN DIEGO POLICE FOUNDATION
    444 WEST BEECH STREET SUITE 250
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT A K9 UNIT ASSIGNED TO SAN DIEGO UNIFIED SCHOOL DISTRICT IN SUPPORT OF DRUG ENFORCEMENT AND EDUCATION. 60,000
    SAN DIEGO PUBLIC LIBRARY FOUNDATION
    330 PARK BOULEVARD
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT THE DIRECTOR OF INTERNSHIPS AND CAREER SERVICES. 150,000
    SENIOR COMMUNITY CENTERS OF SAN DIEGO
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT THE SCC TECHNOLOGY UPGRADE INITIATIVE. 25,000
    SENIOR COMMUNITY CENTERS OF SAN DIEGO
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT THE GARY AND MARY WEST SENIOR WELLNESS CENTER OPERATIONS PROJECT. 128,000
    SENIOR COMMUNITY CENTERS OF SAN DIEGO
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT THE GARY AND MARY WEST SENIOR WELLNESS CENTER OPERATIONS PROJECT. 139,148
    SENIOR COMMUNITY CENTERS OF SAN DIEGO
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT PHASE I OF THE COORDINATED CARE INITIATIVE. 130,000
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC CHALLENGE GRANT TO SUPPLEMENT THE GENERAL OPERATING GRANT FOR FISCAL YEAR 2015. 125,555
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC GMWSWC FISCAL YEAR 2015 GENERAL OPERATING SUPPORT. 112,500
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT A SIX MONTH CAPACITY BUILDING GRANT FOR PHASE II OF THE COORDINATED CARE INITIATIVE. 80,375
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT DESIGN AND CONSULTING TO ADVANCE THE DEVELOPMENT OF A DENTAL CLINIC AT GMWSWC. 25,200
    UNIVERSITY OF ILLINOIS FOUNDATION
    515 EAST GREGORY DRIVE
    CHAMPAIGN,IL61820     		NONE PC TO SUPPORT GENERAL OPERATIONS OF THE UNIVERSITY OF ILLINOIS COLLEGE OF BUSINESS. 10,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    2285 SOUTH 67TH STREET SUITE 200
    OMAHA,NE68106     		NONE PC TO SUPPORT GENERAL OPERATIONS. 2,500
    Total .................................bullet 3a 25,502,393
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 5,939,835  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 138,677  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,072,461  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 7,150,973 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    137,150,973
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 61,115 48,892 0 12,223

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 ExpenditureResponsibilityStmt
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
          		1909 K STREET NW SUITE 730
    WASHINGTON,DC20006     		2013-12-01 180,000 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") IN RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE REFORM AND VALUE-BASED INSURANCE DESIGN. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2014 WAS $180,000. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2014 WAS $180,000. THERE WERE NO EXPENDITURES BY THE POLICY CENTER IN 2013. THERE WERE NO DISTRIBUTIONS BY THE GARY AND MARY WEST FOUNDATION IN 2013. 180,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 01/29/2014 AND 02/02/2015   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.
     
          		3344 NORTH TORREY PINES COURT PLAZA
    LEVEL
    LA JOLLA,CA92037     		2013-07-18 3,704,155 THE PURPOSE OF THE CENTER IS TO SEEK TO OPTIMIZE PATIENT CARE BY ADVANCING THE SAFETY, QUALITY, AND AFFORDABILITY OF U.S. HEALTHCARE DELIVERY EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES UNDER SECTION 501(C)(3) OF THE TAX CODE.THE AMOUNT EXPENDED IN 2014 WAS $2,951,398. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2014 WAS $2,951,398.THE AMOUNT EXPENDED IN 2013 WAS $752,757. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IN 2013 WAS $752,757. 3,704,155 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 10/11/2013, 01/15/2014, AND 01/30/2015   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.
     
          		1909 K STREET NW SUITE 730
    WASHINGTON,DC20006     		2014-01-01 2,320,000 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") IN RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE COST-SHARING REFORM, VALUE-BASED INSURANCE DESIGN, TRANSPARENCY, AND DISEASE MANAGEMENT AND CARE COORDINATION. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2014 WAS $2,320,000. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IS 2014 WAS $2,320,000. 2,320,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 01/29/2014 AND 02/02/2015   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.
     
          		1909 K STREET NW SUITE 730
    WASHINGTON,DC20006     		2014-03-24 2,922,526 TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER (THE "POLICY CENTER") IN RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE COST-SHARING REFORM, VALUE-BASED INSURANCE DESIGN, TRANSPARENCY, AND DISEASE MANAGEMENT AND CARE COORDINATION. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2014 WAS $2,922,526. THE AMOUNT DISTRIBUTED BY THE GARY AND MARY WEST FOUNDATION IS 2014 WAS $2,922,526. 2,922,526 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 02/02/2015   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.

    TY 2014 GeneralExplanationAttachment
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Identifier Return Reference Explanation
      FORM 990-PF; PART VII-B; QUESTION 1A(4) WEST FAMILY INVESTMENTS, INC. PROVIDED INVESTMENT MANAGEMENT SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING 2014 FOR A MARKET BASED FEE. WEST FAMILY INVESTMENTS, INC. IS OWNED 100% BY GARY AND MARY WEST, SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941(D).WEST DEVELOPMENT, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING 2014 FOR A MARKET BASED FEE. WEST FAMILY HOLDINGS, LLC IS THE SOLE MEMBER OF WEST DEVELOPMENT, LLC. THE TWO MEMBERS OF WEST FAMILY HOLDINGS, LLC ARE THE GARY L. WEST 2010 REVOCABLE LIVING TRUST AND THE MARY E. WEST 2010 REVOCABLE LIVING TRUST. BOTH MEMBERS OWN 50% OF WEST FAMILY HOLDINGS, LLC. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941(D).
      FORM 990-PF; PART VII-A; QUESTION 11 THE GARY AND MARY WEST FOUNDATION IS THE SOLE PERMANENT MEMBER OF THE CENTER FOR MEDICAL INTEROPERABILITY, INC. ("THE CENTER"), A SEPARATE NON-PROFIT, NON-STOCK CORPORATION ORGANIZED FOR CHARITABLE PURPOSES CONSISTENT WITH, BUT DIFFERENT FROM, THOSE OF THE FOUNDATION. THE CONTROLLING ENTITY MEANING OF SECTION 512(B)(13) WAS APPLICABLE UNTIL OCTOBER 31, 2014. IN SEPTEMBER 2015, THE FOUNDATION WITHDREW AS PERMANENT MEMBER OF THE CENTER. THE FOUNDATION RECEIVED NO PAYMENTS FROM THE CENTER FOR MEDICAL INTEROPERABILITY, INC. IN 2014 AND DOES NOT ANTICIPATE RECEIVING ANY SUCH PAYMENTS IN THE FUTURE.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INTERNATIONAL LEASE FINANCE CORPORATION 09/15/2015 SR LIEN 8.625% 05/04/11 1,017,104 1,017,104
    REDDY ICE CORP TERM LOAN 376,191 376,191
    THORNBURG MORTGAGE, INC. 18.0% 03/31/2015 SER PVT 144A SUB LIEN 521 521
    THORNBURG MORTGAGE, INC. 18.0% 03/31/2015 USD PVT 144A SUB LIEN 5,785 5,785
    ZAIS FINANCIAL CORP 144A 8% 11/15/2016 CONV MN 768,996 768,996

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFRICAN BARRICK GOLD LTD CMN 582,690 582,690
    AMERICAN CAPITAL AGENCY CORP. CMN 571,946 571,946
    ANNALY CAPITAL MANAGEMENT, INC. CMN 3,440,866 3,440,866
    APOLLO COML REAL EST FIN, INC. CMN 1,649,834 1,649,834
    APOLLO INVESTMENT CORPORATION MUTUAL FUND 517,916 517,916
    BANCO LATINOAMERICANO EXPORT CMN CLASS E 2,454,444 2,454,444
    BROOKDALE SENIOR LIVING, INC. CMN 7,009,141 7,009,141
    CHIMERA INVESTMENT CORPORATION CMN 12,718,814 12,718,814
    CHINA FLAVORS & FRAGRANCES COMPANY LTD CMN 427,754 427,754
    CISCO SYSTEMS, INC. CMN 2,781,500 2,781,500
    COMCAST CORPORATION CMN CLASS A NON VOTING 3,453,900 3,453,900
    COMPANHIA VALE DO RIO DOCE ADR 36,810 36,810
    CONN LT & PWR SER 1949 PFD STK CALL 03/01/90 @50.50 194,252 194,252
    CYS INVESTMENTS, INC. CMN 2,791,822 2,791,822
    ELLINGTON RESIDENTIAL MORT. REIT CMN 23,315 23,315
    EMC CORPORATION MASS CMN 1,189,600 1,189,600
    EPR PROPERTIES CMN 126,786 126,786
    ESSENT GROUP LTD. CMN 74,559 74,559
    EXCHANGE BK SANTA ROSA CALIF CMN 568,512 568,512
    EXELON CORPORATION CMN 667,440 667,440
    FIDUS INVESTMENT CORPORATION CMN 69,260 69,260
    GENERAL ELECTRIC CO. CMN 2,840,828 2,840,828
    GENERAL GROWTH PROPERTIES, INC. CMN 393,089 393,089
    GENERAL MOTORS COMPANY CMN 878,964 878,964
    GOLDMAN SACHS GROUP, INC. CMN 4,458,090 4,458,090
    HOME LN SERVICING SOLUTIONS LT. CMN 890,112 890,112
    HORIZON TECHNOLOGY FINANCE CORPORATION CMN 23,153 23,153
    INTREPID POTASH, INC. CMN 24,984 24,984
    INVESCO MORTGAGE CAPITAL, INC. CMN 260,578 260,578
    ISTAR FINANCIAL INC. PFD 7.5% SERIES I CALLABLE 3/1/09 178,118 178,118
    ISTAR FINANCIAL INC. PFD USD 1.9500(7.80%) SERIES F 101,065 101,065
    KBR, INC. CMN 50,850 50,850
    KINDER MORGAN INC CMN CLASS P 118,468 118,468
    KRAFT FOODS GROUP, INC. CMN 417,692 417,692
    LEVEL 3 COMMUNICATIONS, INC. CMN 8,748,753 8,748,753
    MEDLEY CAPITAL CORPORATION CMN 463,663 463,663
    MFA FINANCIAL, INC. CMN 2,327,647 2,327,647
    MONDELEZ INTERNATIONAL, INC. CMN 726,500 726,500
    MOTORS LIQUIDATION COMPANY GUC TRUST 48,741 48,741
    MVC CAPITAL, INC. CLOSED END FUND 900,585 900,585
    NEW MEDIA INVESTMENT GROUP, INC. CMN 20,464 20,464
    NEW MOUNTAIN FINANCE CORP. CMN 2,015,421 2,015,421
    NEW RESIDENTIAL INVESTMENT CORP. CMN 76,620 76,620
    NEW SENIOR INVESTMENT GRP, INC. CMN 32,900 32,900
    NEWCASTLE INVESTMENT CORPORATION CMN 8,980 8,980
    NEWTEK BUSINESS SVCS CORPORATION CMN 369,000 369,000
    NSTAR ELECTRIC COMPANY PFD USD4.2500(4.25%) 712,500 712,500
    PENNANTPARK INVESTMENT CORP. MUTUAL FUND 1,624,055 1,624,055
    PETROLEO BRASILEIRO S.A. - PETROBRAS SPONSORED ADR CMN 146,000 146,000
    PFIZER, INC. CMN 2,192,088 2,192,088
    REDDY ICE HOLDINGS, INC. CMN 153,006 153,006
    REDDY ICE HOLDINGS, INC. CONV PFD USD0.0000 CLASS A 44,317 44,317
    REGENCY ENERGY PARTNERS, LP CMN LTD PARTNER INTERESTS 206,400 206,400
    SANDRIDGE ENERGY, INC. CMN 23,813 23,813
    SIERRA METALS, INC. CMN 418,507 418,507
    SILVER BAY REALTY TRUST CORP. CMN 83,032 83,032
    SO.CALIF.EDISON 4.24% PFD 545,000 545,000
    SOLAR CAPITAL LTD. CMN 1,727,717 1,727,717
    SOLAR SENIOR CAPITAL LTD. CMN 1,094,127 1,094,127
    STARWOOD PROPERTY TRUST INC. CMN 649,604 649,604
    STARWOOD WAYPOINT RESIDENTIAL TRUST CMN 147,408 147,408
    TETRAGON FINANCIAL GROUP LTD. CMN 604,781 604,781
    TOTAL SA SPONSORED ADR CMN 71,680 71,680
    TRANSATLANTIC PETROLEUM LTD. CMN 295,200 295,200
    TRANSOCEAN LTD. CMN 304,278 304,278
    TRAVELCENTERS OF AMERICA, LLC CMN 94,398 94,398
    TWO HARBORS INVESTMENT CORP. CMN 1,430,966 1,430,966
    URANIUM PARTICIPATION CORPORATION CMN 254,114 254,114
    WASHINGTON GAS LT CO PFD USD4.2500(4.25%) 180,500 180,500
    ZAIS FINL CORP. CMN 51,750 51,750
    ZIMMER HLDGS, INC. CMN 226,840 226,840
    ZOETIS, INC. CMN CLASS A 911,117 911,117

    TY 2014 InvestmentsOtherSchedule2
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARENA-PLASTIC VENTURES FMV 1,351,037 1,351,037
    ARIAS RESOURCE CAPITAL FMV 745,563 745,563
    BLUE RIVER ARBITRAGE FMV 3,786,533 3,786,533
    CONATUS CAPITAL OVERSEAS FMV 1,525,069 1,525,069
    CUMBERLAND BENCHMARKED FMV 1,876,295 1,876,295
    DIALECTIC ANTITHESIS OFF FMV 641,999 641,999
    EMERGING EUROPE FMV 603,948 603,948
    EQUITY AND INDEX OPTION CONTRACTS FMV 26,650 26,650
    ETON PARK OVERSEAS FUND FMV 2,560,611 2,560,611
    FORTRESS LIFE SETTLEMENTS FMV 533,845 533,845
    FORTRESS MSR FMV 798,852 798,852
    GCP FUND III REIT & CORP FMV 2,348,007 2,348,007
    GLOBAL PARTNERS FMV 1,958,453 1,958,453
    GS ANCHORAGE FMV 355,893 355,893
    GS LIBERTY HARBOR FMV 51,192 51,192
    GS MEZZANINE FMV 1,071,821 1,071,821
    INVESCO MORTG RECOVERY FMV 683,939 683,939
    MARATHON EUROPEAN CREDIT FMV 583,662 583,662
    OAKTREE RE DEBT FUND CAYMAN FMV 65,483 65,483
    OHA EUROPEAN SCF OFFSHORE FMV 743,306 743,306
    OHA SCF PARALLEL FMV 633,990 633,990
    PASSPORT MATERIAL FMV 74,509 74,509
    PONDFIELD CAPITAL, LLC FMV 2,047,018 2,047,018
    SENATOR SIDECAR OFFSHORE FMV 434,919 434,919
    SILVER POINT FMV 227,558 227,558
    SKELLIG OFFSHORE FMV 58,796 58,796
    SUMMIT WATER DEVELOPMENT FMV 2,213,011 2,213,011
    SUTHERLAND ASSET MANAGEMENT CORPORATION CMN REIT FMV 750,000 750,000
    VIRGO-WALNUT FMV 761,014 761,014
    WTS/GENERAL MOTORS COMPANY 10.0000 EXP 07/10/2016 FMV 6,721 6,721
    WTS/GENERAL MOTORS COMPANY 18.3300 EXP 07/10/2019 FMV 4,556 4,556
    XPV WATER FUND FMV 917,477 917,477

    TY 2014 LandEtcSchedule2
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & EQUIPMENT 146,194 72,192 74,002 74,002
    COMPUTER EQUIPMENT 48,079 48,079 0  
    LEASEHOLD IMPROVEMENTS 27,179 25,367 1,812 1,812
    LEASEHOLD IMPROVEMENTS UNDER CONSTRUCTION 233,934 0 233,934 233,934


    TY 2014 LegalFeesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 45,923 2,485 0 44,535


    TY 2014 OtherAssetsSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 10,585 25,991 25,991
    INTEREST RECEIVABLE 90,984 41,932 41,932
    DIVIDENDS RECEIVABLE 766,761 824,287 824,287
    PARTNERSHIP DISTRIBUTION RECEIVABLE 410,622 29,200 29,200
    STARWOOD OPPORTUNITY FUND X 0 -3,044 -3,044


    TY 2014 OtherDecreasesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTEE PROJECT EXPENSES 99,271 0 0 85,298
    DUES & SUBSCRIPTIONS 24,560 3,323 0 22,711
    COMPUTER EXPENSE 24,497 6,125 0 19,347
    INSURANCE 23,102 8,011 0 17,054
    TELEPHONE 11,065 2,766 0 8,653
    SUPPLIES 10,066 2,516 0 7,967
    IT SUPPORT 5,269 1,317 0 6,003
    FEES 2,925 731 0 2,468
    POSTAGE 2,198 550 0 1,525
    MISCELLANEOUS EXPENSES 924 231 0 533
    MINOR FURNITURE & EQUIPMENT 768 192 0 576


    TY 2014 OtherIncomeSchedule2
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 144,279 144,279 0
    LEGAL SETTLEMENT INCOME 2,664 2,664 0
    FOREIGN CURRENCY LOSS -8,266 -8,266 0


    TY 2014 OtherIncreasesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Description Amount
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Description Beginning of Year - Book Value End of Year - Book Value
    LIABILITIES UNDER OPTION CONTRACTS 2,935,915 135,058


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 635,913 635,913 0 0
    PROFESSIONAL AND MANAGERIAL SERVICES 258,321 3,301 0 223,953


    TY 2014 TaxesSchedule
    Name:
    GARY AND MARY WEST FOUNDATION
    EIN: 47-0793015
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 60,874 0 0 0
    PAYROLL TAXES 43,340 15,030 0 29,080
    USE TAX 199 50 0 149
    OTHER TAXES 762 190 0 572