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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
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 SUITE 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)

(858) 369-3160
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$145,102,325J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 6,403,198
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,647,245 6,647,245  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,447,033
b Gross sales price for all assets on line 6a 9,538,910
7 Capital gain net income (from Part IV, line 2)... 1,447,033
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 531,901 531,901  
12 Total. Add lines 1 through 11........ 15,029,377 8,626,179  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 518,475 72,213   505,146
14 Other employee salaries and wages...... 645,273 170,873   366,828
15 Pension plans, employee benefits....... 166,968 27,670   107,429
16a Legal fees (attach schedule)......... Click to see attachment 42,782 5,594   25,510
b Accounting fees (attach schedule)....... Click to see attachment 40,826 20,413   18,712
c Other professional fees (attach schedule).... Click to see attachment 1,860,100 616,269   1,161,041
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 139,136 12,122   45,346
19 Depreciation (attach schedule) and depletion... 154,416 38,604  
20 Occupancy.............. 144,816 36,204   126,011
21 Travel, conferences, and meetings....... 174,074 22,813   162,278
22 Printing and publications.......... 3,429 857   2,566
23 Other expenses (attach schedule)....... Click to see attachment 213,144 34,578   180,621
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,103,439 1,058,210   2,701,488
25 Contributions, gifts, grants paid....... 10,731,809 11,085,100
26 Total expenses and disbursements. Add lines 24 and 25 14,835,248 1,058,210   13,786,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 194,129
b Net investment income (if negative, enter -0-) 7,567,969
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 357,973 417,560 417,560
2 Savings and temporary cash investments......... 30,468,662 30,102,216 30,102,216
3 Accounts receivable bullet366,073
Less: allowance for doubtful accounts bullet   340,565 366,073 366,073
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.......... 1,159,736 1,074,422 1,074,422
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 77,077,275 Click to see attachment80,817,661 80,817,661
c Investments—corporate bonds (attach schedule)....... 2,998,091 Click to see attachment2,556,573 2,556,573
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,637,867 Click to see attachment26,021,142 26,021,142
14 Land, buildings, and equipment: basis bullet945,782
Less: accumulated depreciation (attach schedule) bullet757,150 334,667 Click to see attachment188,632 188,632
15 Other assets (describe bullet) Click to see attachment1,741,088 Click to see attachment3,558,046 Click to see attachment3,558,046
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 140,115,924 145,102,325 145,102,325
Liabilities 17 Accounts payable and accrued expenses.......... 576,981 652,830
18 Grants payable................. 1,428,674 1,388,818
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 attachment800 Click to see attachment65,500
23 Total liabilities (add lines 17 through 22)......... 2,006,455 2,107,148
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 138,109,469 142,995,177
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 138,109,469 142,995,177
30 Total liabilities and net assets/fund balances (see instructions). 140,115,924 145,102,325
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
138,109,469
2
Enter amount from Part I, line 27a .....................
2
194,129
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,691,579
4
Add lines 1, 2, and 3 ..........................
4
142,995,177
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
142,995,177
Form 990-PF (2019)
Form 990-PF (2019)
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 ARIAS RESOURCE CAPITAL P 2010-12-31 2019-02-28
b BLUE RIVER ARBITRAGE P 2008-03-03 2019-10-31
c BOND - ELM PARK ADVANTEDGE P 2017-07-31 2019-12-31
d BOND - WBB TERM LOAN P 2017-11-30 2019-11-30
e ELM PARK CREDIT OPP FUND II P 2016-10-31 2019-10-31
ELM PARK CREDIT III P 2018-12-31 2019-10-31
EMERGING EUROPE P 2008-06-13 2019-12-31
ETON PARK OVERSEAS FUND P 2007-08-31 2019-10-31
FORTRESS MSR P 2012-12-31 2019-12-31
GREEN COURT PARTNERS III P 2011-12-30 2019-08-31
GS MIDDLE MARKET LENDING CORP P 2017-07-31 2019-05-31
KAYNE ANDERSON RE DEBT P 2018-02-28 2019-12-31
MARATHON EUROPEAN CREDIT P 2014-04-30 2019-11-30
OAKTREE RE DEBT FUND CAYMAN P 2015-10-31 2019-12-31
OAKTREE RE DEBT II FEED CAYMAN P 2017-05-31 2019-09-30
OHA EUROPEAN SCF OFFSHORE P 2014-05-31 2019-10-31
OHA SCF PARALLEL P 2011-12-30 2019-12-31
OLEA SPECIAL OPP P 2018-09-30 2019-09-30
PUBLICLY TRADED SECURITIES      
SCG ATLAS P 2016-01-31 2019-09-30
STARWOOD OPPORTUNITY FUND P 2016-01-31 2019-12-31
SUMMIT WATER DEVELOPMENT P 2011-12-30 2019-09-30
VWH OFFSHORE FUND LP P 2018-03-31 2019-03-31
(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 163,311   57,535 105,776
b 2,519,045   2,363,154 155,891
c 68,757   68,757 0
d 323,644   323,644 0
e 68,112   68,112 0
3,889   3,889 0
204,908   87,295 117,613
1,217   1,217 0
54,613   54,613 0
678,341   678,341 0
110,931   110,931 0
164,799   163,916 883
33,935   16,508 17,427
283,442   283,442 0
15,281   15,281 0
52,789   52,789 0
48,071     48,071
547,001   547,001 0
3,958,455   2,905,965 1,052,490
45,409   45,409 0
35,568   35,568 0
33,025   84,143 -51,118
124,367   124,367 0
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       105,776
b       155,891
c       0
d       0
e       0
      0
      117,613
      0
      0
      0
      0
      883
      17,427
      0
      0
      0
      48,071
      0
      1,052,490
      0
      0
      -51,118
      0
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 1,447,033
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  
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))
2018 19,039,931 149,575,032 0.127294
2017 11,725,472 153,244,653 0.076515
2016 14,755,876 124,845,664 0.118193
2015 10,169,809 127,289,606 0.079895
2014 26,675,168 144,477,442 0.184632
2
Total of line 1, column (d) .....................
2
0.586529
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.117306
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
139,795,937
5
Multiply line 4 by line 3......................
5
16,398,902
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
75,680
7
Add lines 5 and 6........................
7
16,474,582
8
Enter qualifying distributions from Part XII, line 4,.............
8
16,346,528
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 151,359
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........................... 3 151,359
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- ..... 5 151,359
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 185,302
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 185,302
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 33,943
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet33,943 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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 (858) 369-3160

    Located atbullet505 LOMAS SANTA FE DRIVE 230SOLANA BEACHCA ZIP+4bullet92075
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
    No
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    SHELLEY LYFORD PRESIDENT, CEO, & TREASURE
    20.00     		288,850 18,689 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    MARC HARPER DIRECTOR & SECRETARY
    2.00     		0 0 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    TIM LASH EXECUTIVE VICE PRESIDENT
    20.00     		178,375 11,700 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    DR ZIA AGHA CHIEF MEDICAL OFFICER
    8.00     		51,250 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
    JOHN LITTLE DIRECTOR OF FINANCE
    35.00     		178,914 29,339 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    LINDSAY GOLDSMITH SENIOR ACCOUNTANT
    40.00     		127,050 8,967 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    VYAN NGUYEN PROGRAM OFFICER
    30.00     		118,800 10,993 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    BRENDA SCHMITTHENNER PROGRAM OFFICER
    20.00     		93,350 21,998 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    LEXY HARSHMAN OPERATIONS MANAGER
    40.00     		99,729 12,469 0
    505 LOMAS SANTA FE DRIVE SUITE 230
    SOLANA BEACH,CA92075
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 533,615
    1603 ORRINGTON SUITE 810
    EVANSTON,IL60201
    WEST MANAGEMENT COMPANY INC ADVOCACY AND ADMINISTRATION 526,111
    5800 ARMADA DRIVE SUITE 100
    CARLSBAD,CA92008
    PCE CONSULTING LLC ACUTE CARE ADVOCACY 268,800
    5500 PRESTON ROAD SUITE 250
    DALLAS,TX75205
    COMMUNICATION PARTNERS & ASSOCIATES LLC ADVOCACY AND MEDIA OUTREACH 95,000
    250 GREENWICH ST SUITE 4620
    NY,NY10007
    WATERFORD LIFE SCIENCES TOTAL ADVOCACY COMMUNICATIONS 86,400
    1666 CONNECTICUT AVE NW SUITE 500
    WASHINGTON,DC20009
    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 A MULTI-DIMENSIONAL RESEARCH PROJECT TO: 1) CREATE A MODEL FOR CARE COORDINATION AT A LOW-INCOME SENIOR WELLNESS CENTER BETWEEN VARIOUS CO-LOCATED NON-PROFIT ORGANIZATIONS AND PRIMARY CARE PHYSICIANS; 2) USE THE COORDINATED SYSTEM TO RESEARCH IMPACT OF PARTICIPATING SERVICES ON THE HEALTH OUTCOMES OF SENIORS, 3) FINDINGS MAY BE USED TO REPLICATE SIMILAR SERVICE MODELS IN OTHER COMMUNITIES. 32,800
    2 ADVOCATE FOR HEALTH CARE INTERESTS OF OLDER ADULTS THROUGH OUTREACH TO MEDIA, POLICY MAKERS AND EXECUTIVES IN HEALTH CARE AND INSURANCE. IN PARTICULAR, GUIDE RESEARCH AND ADVOCACY TO IMPLEMENT TELEHEALTH IN SENIOR COMMUNITIES AND REDUCE UNNECESSARY EMERGENCY DEPARTMENT TRANSFERS. ADVOCACY AND RESEARCH IS CONDUCTED WITH THE GOAL OF BETTER CARE, WHEN NEEDED, AT LOWER COSTS TO THE PAYOR. 341,759
    3  
    4  
    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 THE FOUNDATION'S PROGRAM-RELATED INVESTMENT IS COMPRISED OF A CREDIT AGREEMENT TO CIVICA, A NON-PROFIT ORGANIZATION, WITH BORROWINGS AVAILABLE UP TO $9,000,000. ADVANCES UNDER THE CREDIT AGREEMENT BEAR INTEREST AT 5.00% PER ANNUM, WITH PRINCIPAL AND INTEREST DUE AUGUST 2030. ADVANCES UNDER THE CREDIT AGREEMENT WERE $2,559,940, INCLUDING PAYMENT IN KIND INTEREST OF $24,729 IN 2019. SEE PART VII-B, LINE 5C - EXPENDITURE RESPONSIBILITY STATEMENT FOR ADDITIONAL INFORMATION. 2,559,940
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet2,559,940
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    110,004,696
    b
    Average of monthly cash balances.......................
    1b
    28,818,468
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,101,645
    d
    Total (add lines 1a, b, and c).........................
    1d
    141,924,809
    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
    141,924,809
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,128,872
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    139,795,937
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,989,797
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,989,797
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    151,359
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    151,359
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,838,438
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    328,729
    5
    Add lines 3 and 4............................
    5
    7,167,167
    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
    7,167,167
    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
    13,786,588
    b
    Program-related investments—total from Part IX-B..................
    1b
    2,559,940
    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
    16,346,528
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    16,346,528
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 7,167,167
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 19,573,324
    b From 2015...... 3,946,700
    c From 2016...... 8,651,201
    d From 2017...... 4,448,144
    e From 2018...... 11,616,167
    fTotal of lines 3a through e........ 48,235,536
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 16,346,528
    a Applied to 2018, 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 2019 distributable amount..... 7,167,167
    e Remaining amount distributed out of corpus 9,179,361
    5 Excess distributions carryover applied to 2019. 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 57,414,897
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		19,573,324
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		37,841,573
    10 Analysis of line 9:
    a Excess from 2015.... 3,946,700
    b Excess from 2016.... 8,651,201
    c Excess from 2017.... 4,448,144
    d Excess from 2018.... 11,616,167
    e Excess from 2019.... 9,179,361
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 (2019)
    Form 990-PF (2019)
    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
    AMERICAN SOCIETY ON AGING
    575 MARKET STREET SUITE 2100
    SAN FRANCISCO,CA941052869     		NONE PC TO SUPPORT THE 2020 WEST HEALTH POLICY SUMMIT FOCUSED ON HEALTHCARE COSTS DURING THE 2020 AGING IN AMERICA CONFERENCE. 25,000
    CALIFORNIA FOUNDATION ON AGING
    1310 AVENIDA SEBASTIANI
    SONOMA,CA95476     		NONE PC TO SUPPORT THE CREATION OF A WHITE PAPER WITH RECOMMENDATIONS TO INFORM THE MASTER PLAN FOR AGING. 3,000
    CHALLENGE CENTER
    5540 LAKE PARK WAY
    LA MESA,CA91942     		NONE PC TO SUPPORT THE HEALTH, WELLNESS, AND INDEPENDENCE INITIATIVE FOR SENIORS. 37,500
    CHALLENGE CENTER
    5540 LAKE PARK WAY
    LA MESA,CA91942     		NONE PC TO SUPPORT THE HEALTH, WELLNESS, AND INDEPENDENCE INITIATIVE FOR SENIORS WITH FALLS CLASS PROGRAM DEVELOPMENT AND PILOT. 40,000
    GARY AND MARY WEST HEALTH POLICY CENTER INC
    1909 K ST NW SUITE 730
    WASHINGTON,DC20006     		NONE POF TO SUPPORT AND DEVELOP INNOVATIVE HEALTHCARE DELIVERY MODELS AND ALTERNATIVE PAYMENT MODELS TO IMPROVE CARE AND ACCESS FOR SENIORS. 6,140,000
    GARY AND MARY WEST SENIOR DENTAL CENTER INC
    1525 4TH AVENUE
    SAN DIEGO,CA92101     		NONE PC CAPITAL GRANT FOR START UP CONSTRUCTION AND DENTAL EQUIPMENT AT SAN MARCOS OUTPATIENT DENTAL CLINIC. 950,000
    GARY AND MARY WEST SENIOR DENTAL CENTER INC
    1525 4TH AVENUE
    SAN DIEGO,CA92101     		NONE PC TO PROVIDE ORAL HEALTHCARE FOR PACE AND COMMUNITY SENIORS IN AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE SAN MARCOS OUTPATIENT DENTAL CLINIC. 314,325
    GARY AND MARY WEST SENIOR DENTAL CENTER INC
    1525 4TH AVENUE
    SAN DIEGO,CA92101     		NONE PC TO PROVIDE LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE DOWNTOWN SAN DIEGO OUTPATIENT DENTAL CLINIC. 1,084,161
    GARY AND MARY WEST SENIOR DENTAL CENTER INC
    1525 4TH AVENUE
    SAN DIEGO,CA92101     		NONE PC CAPITAL GRANT TO INCREASE ACCESS TO DENTAL CARE AND EFFICIENCY AT THE DOWNTOWN SAN DIEGO OUTPATIENT DENTAL CLINIC. 200,000
    GENERATIONS UNITED INC
    25 EAST STREET NW 3RD FLOOR
    WASHINGTON,DC20001     		NONE PC TO SUPPORT THE 2019 STRATEGIC PLAN. 20,000
    GENERATIONS UNITED INC
    25 EAST STREET NW 3RD FLOOR
    WASHINGTON,DC20001     		NONE PC TO SUPPORT GRANDDORM INTERGENERATIONAL HOUSING PILOT. 15,000
    GRANTMAKERS IN AGING
    901 NORTH GLEBE ROAD SUITE 200
    ARLINGTON,VA22203     		NONE PC TO SUPPORT GRANTMAKERS IN AGING LEADERSHIP. 7,500
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVENUE NW SUITE
    1200
    WASHINGTON,DC200364110     		NONE PC TO SUPPORT GENERAL OPERATIONS. 11,500
    INTERCULTURAL SENIOR CENTER
    5545 CENTER STREET
    OMAHA,NE68106     		NONE PC TO SUPPORT CASE MANAGEMENT SERVICES, TRANSPORTATION, AND INTERPRETATION. 25,000
    INTERCULTURAL SENIOR CENTER
    5545 CENTER STREET
    OMAHA,NE68107     		NONE PC TO SUPPORT CORE OPERATIONS INCLUDING SOCIAL WORK, HEALTH AND WELLNESS PROGRAMS, AND TRANSPORTATION SERVICES. 30,000
    INTERFAITH COMMUNITY SERVICES INC
    550 WEST WASHINGTON AVENUE SUITE B
    ESCONDIDO,CA92025     		NONE PC TO SUPPORT CASE MANAGEMENT, HEALTH NAVIGATION, AND NUTRITION SERVICES. 50,000
    INTERFAITH COMMUNITY SERVICES INC
    550 WEST WASHINGTON AVENUE SUITE B
    ESCONDIDO,CA92025     		NONE PC TO SUPPORT CASE MANAGEMENT, HEALTH NAVIGATION, AND NUTRITION SERVICES. 37,500
    LEGAL AID SOCIETY OF SAN DIEGO INC
    110 SOUTH EUCLID AVENUE
    SAN DIEGO,CA92114     		NONE PC TO SUPPORT BENEFITS COUNSELING AND COMPUTER LAB FOR SENIORS. 133,000
    MEALS ON WHEELS AMERICA
    1550 CRYSTAL DRIVE NO 1004
    ARLINGTON,VA22202     		NONE PC TO SUPPORT HEALTHCARE INFRASTRUCTURE AND INNOVATION PROJECT. 112,500
    MEALS-ON-WHEELS GREATER SAN DIEGO
    2254 SAN DIEGO AVENUE SUITE 200
    SAN DIEGO,CA92110     		NONE PC TO SUPPORT CHANGE OF CONDITION MONITORING AND CARE NAVIGATION PROJECT. 56,000
    MERRYMAKERS ASSOCIATION
    12020 SHAMROCK PLAZA SUITE 200
    OMAHA,NE68154     		NONE PC TO PROVIDE LIVE MUSIC THERAPY AND ENTERTAINMENT TO SENIORS. 16,800
    NATIONAL FOUNDATION OF DENTISTRY FOR THE HANDICAPPED
    1800 15TH STREET SUITE 100
    DENVER,CO80202     		NONE PC TO SUPPORT SAN DIEGO COUNTY DONATED DENTAL SERVICES PROGRAM. 25,000
    OMAHA COMMUNITY FOUNDATION
    3555 FARNAM STREET SUITE 222
    OMAHA,NE68131     		NONE PC TO SUPPORT DONOR ADVISED FUND. 534,750
    OUTLOOK NEBRASKA INC
    4125 S 72ND STREET
    OMAHA,NE68127     		NONE PC TO SUPPORT ADAPTIVE TECHNOLOGY TRAINING FOR SENIORS WITH VISION LOSS. 30,000
    OUTLOOK NEBRASKA INC
    4125 S 72ND STREET
    OMAHA,NE68127     		NONE PC TO SUPPORT ADAPTIVE TECHNOLOGY TRAINING FOR VISUALLY-IMPAIRED SENIORS. 30,000
    PROJECT HOUSEWORKS
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		NONE PC TO SUPPORT SAFETY IMPROVEMENTS AND HOME REPAIRS FOR LOW-INCOME SENIOR HOMEOWNERS. 50,000
    PROJECT HOUSEWORKS
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		NONE PC TO SUPPORT HOME REPAIRS FOR SENIORS. 50,000
    SAN DIEGO CENTER FOR CHILDREN
    3002 ARMSTRONG STREET
    SAN DIEGO,CA92111     		NONE PC TO SUPPORT GENERAL OPERATIONS. 250
    SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION
    530 B STREET 7TH FLOOR
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT STEM TALENT AND PROMOTE AGING RESEARCH IN SAN DIEGO. 25,000
    SAN DIEGO SENIORS COMMUNITY FOUNDATION
    626 TARENTO DRIVE
    SAN DIEGO,CA92106     		NONE PC ORGANIZATIONAL START-UP SUPPORT. 50,000
    SAN DIEGO SENIORS COMMUNITY FOUNDATION
    626 TARENTO DRIVE
    SAN DIEGO,CA92106     		NONE PC TO SUPPORT SUSTAINABILITY AND DONOR CULTIVATION. 50,000
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS. 157,500
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS. 128,694
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS. 150,000
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT THE ARTOPIA ART CONTEST, AN ACTIVITY OF SERVING SENIORS' CIVIC ENGAGEMENT GROUP. 700
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS. 50,000
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT INTEGRATED DENTAL & WELLNESS COORDINATION. 125,000
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC FUNDRAISING EVENT. 630
    ST JOSEPH'S REGIONAL MEDICAL CENTER
    703 MAIN STREET
    PATERSON,NJ07503     		NONE PC TO SUPPORT FUNDRAISING EVENT HONORING DR. MARK ROSENBERG. 8,160
    THE SALK INSTITUTE FOR BIOLOGICAL STUDIES
    10010 NORTH TORREY PINES ROAD
    LA JOLLA,CA92037     		NONE PC FUNDRAISING EVENT. 630
    THE SAN DIEGO FOUNDATION
    2508 HISTORIC DECATUR ROAD SUITE
    200
    SAN DIEGO,CA92106     		NONE PC TO SUPPORT AGE-FRIENDLY COMMUNITIES INITIATIVE. 25,000
    THE SCAN FOUNDATION
    3800 KILROY AIRPORT WAY SUITE 400
    LONG BEACH,CA90806     		NONE PC TO SUPPORT THE CALIFORNIA MASTER PLAN FOR AGING PROJECT. 125,000
    UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    220 MONTGOMERY STREET FIFTH FLOOR
    SAN FRANCISCO,CA94104     		NONE PC TO SUPPORT THE EMERGING LEADERS IN AGING PROGRAM. 50,000
    UNIVERSITY OF ROCHESTER
    265 CRITTENDEN BOULEVARD CU 420694
    ROCHESTER,NY14642     		NONE PC TO SUPPORT THE 2019 D.HEALTH SUMMIT. 50,000
    VOLUNTEERS ASSISTING SENIORS
    1941 SOUTH 42ND STREET SUITE 312
    OMAHA,NE68105     		NONE PC TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM. 40,000
    VOLUNTEERS ASSISTING SENIORS
    1941 SOUTH 42ND STREET SUITE 312
    OMAHA,NE68105     		NONE PC TO SUPPORT GENERAL OPERATIONS. 20,000
    Total .................................bullet 3a 11,085,100
    bApproved for future payment
    APPLE TREE DENTAL
    2442 MOUNDS VIEW BLVD
    MOUNDS VIEW,MN55112     		NONE PC TO SUPPORT STATE ORAL HEALTH PROGRAMS TO ACTIVELY PARTNER WITH THEIR STATE AGING AND DISABILITY SERVICES AND AREA AGENCIES ON AGING. 49,450
    CHALLENGE CENTER
    5540 LAKE PARK WAY
    LA MESA,CA91942     		NONE PC TO SUPPORT THE HEALTH, WELLNESS, AND INDEPENDENCE INITIATIVE FOR SENIORS WITH FALLS CLASS PROGRAM DEVELOPMENT AND PILOT. 40,000
    CIVICA RX
    2912 EXECUTIVE PARKWAY SUITE 325
    LEHI,UT84043     		NONE NC PROGRAM RELATED LOAN COMMITTMENT. 6,464,789
    GARY AND MARY WEST SENIOR DENTAL CENTER INC
    1525 4TH AVENUE
    SAN DIEGO,CA92101     		NONE PC TO PROVIDE LOW-INCOME SENIORS WITH ORAL HEALTHCARE THROUGH AN INTEGRATED, COMMUNITY-BASED MODEL OF CARE AT THE DOWNTOWN SAN DIEGO OUTPATIENT DENTAL CLINIC. 1,239,728
    INTERCULTURAL SENIOR CENTER
    5545 CENTER STREET
    OMAHA,NE68106     		NONE PC TO SUPPORT CORE OPERATIONS INCLUDING SOCIAL WORK, HEALTH AND WELLNESS PROGRAMS, AND TRANSPORTATION SERVICES. 30,000
    INTERFAITH COMMUNITY SERVICES INC
    550 WEST WASHINGTON AVENUE SUITE B
    ESCONDIDO,CA92025     		NONE PC TO SUPPORT CASE MANAGEMENT, HEALTH NAVIGATION AND NUTRITION SERVICES. 37,500
    LEGAL AID SOCIETY OF SAN DIEGO INC
    110 SOUTH EUCLID AVENUE
    SAN DIEGO,CA92114     		NONE PC TO SUPPORT BENEFITS COUNSELING AND COMPUTER LAB FOR LOW-INCOME SENIORS. 209,000
    MEALS-ON-WHEELS GREATER SAN DIEGO
    2254 SAN DIEGO AVENUE SUITE 200
    SAN DIEGO,CA92110     		NONE PC TO SUPPORT CHANGE OF CONDITION MONITORING AND CARE NAVIGATION PROJECT. 56,000
    PROJECT HOUSEWORKS
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		NONE PC RESPONSIVE GRANT FOR REPAIRS IN SENIORS' HOMES DUE TO MARCH 2019 FLOODING. 50,000
    PROJECT HOUSEWORKS
    2316 SOUTH 24TH STREET
    OMAHA,NE68108     		NONE PC TO SUPPORT HOME REPAIRS FOR SENIORS. 50,000
    SAN DIEGO SENIORS COMMUNITY FOUNDATION
    626 TARENTO DRIVE
    SAN DIEGO,CA92106     		NONE PC TO SUPPORT SUSTAINABILITY AND DONOR CULTIVATION. 50,000
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS. 150,000
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PC TO SUPPORT INTEGRATED DENTAL & WELLNESS COORDINATION. 125,000
    Total .................................bullet 3b 8,551,467
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 6,647,245  
    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.....     14 531,901  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,447,033  
    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 8,626,179 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,626,179
    (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 (2019)
    Form 990-PF (2019)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
    Yes
     
    (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
    1a(1) 2,559,940 CIVICA RX EXPENDITURE RESPONSIBILITY GRANT
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (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
    CIVICA RX SOCIAL WELFARE ORG A DIRECTOR OF THE FOUNDATION IS ALSO A DIRECTOR OF CIVICA RX.
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description