TY 2020 Form 990PF

- TIN:

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

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
GARY AND MARY WEST FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)10350 N TORREY PINES ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LA JOLLA, CA92037

A Employer identification number

47-0793015

B Telephone number (see instructions)

(858) 369-3160

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$127,685,246J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	7,373,810
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	4,155,186		4,155,186
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-18,544,848
b	Gross sales price for all assets on line 6a 70,855,887
7	Capital gain net income (from Part IV, line 2)...			0
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).......		1,253,777	1,253,777
12	Total. Add lines 1 through 11........	-5,762,075		5,408,963
13	Compensation of officers, directors, trustees, etc.	526,065		74,775	451,290
14	Other employee salaries and wages......	707,988		190,150	535,076
15	Pension plans, employee benefits.......	165,798		31,041	104,414
16a	Legal fees (attach schedule).........		76,961	812	81,839
b	Accounting fees (attach schedule).......		38,607	19,304	20,897
c	Other professional fees (attach schedule)....		1,073,599	405,701	748,988
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		61,847	13,381	45,933
19	Depreciation (attach schedule) and depletion...		132,104	33,026
20	Occupancy..............	139,685		34,921	126,411
21	Travel, conferences, and meetings.......	44,363		4,326	50,529
22	Printing and publications..........	1,879		470	1,909
23	Other expenses (attach schedule).......		177,422	36,181	138,374
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,146,318		844,088	2,305,660
25	Contributions, gifts, grants paid.......	10,017,949			9,638,273
26	Total expenses and disbursements. Add lines 24 and 25	13,164,267		844,088	11,943,933
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-18,926,342
b	Net investment income (if negative, enter -0-)			4,564,875
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	417,560	304,194	304,194
	2	Savings and temporary cash investments.........	30,102,216	13,872,841	13,872,841
	3	Accounts receivable 289,495
		Less: allowance for doubtful accounts	366,073	289,495	289,495
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	1,074,422	170,649	170,649
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	80,817,661	61,575,234	61,575,234
	c	Investments—corporate bonds (attach schedule).......	2,556,573	19,648,242	19,648,242
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	26,021,142	27,312,019	27,312,019
	14	Land, buildings, and equipment: basis 950,796
		Less: accumulated depreciation (attach schedule) 888,205	188,632	62,591	62,591
	15	Other assets (describe )	3,558,046	4,449,981	4,449,981
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	145,102,325	127,685,246	127,685,246
	17	Accounts payable and accrued expenses..........	652,830	370,766
	18	Grants payable.................	1,388,818	1,148,165
	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 )	65,500	0
	23	Total liabilities (add lines 17 through 22).........	2,107,148	1,518,931
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	142,995,177	126,166,315
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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).....	142,995,177	126,166,315
	30	Total liabilities and net assets/fund balances (see instructions).	145,102,325	127,685,246

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

142,995,177

Enter amount from Part I, line 27a .....................

-18,926,342

Other increases not included in line 2 (itemize) bullet

2,097,480

Add lines 1, 2, and 3 ..........................

126,166,315

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

126,166,315

Form 990-PF (2020)

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	ARENA	P	2010-09-30	2020-08-31
b	ARIAS RESOURCE CAPITAL	P	2008-09-30	2020-12-31
c	ASIA-PACIFIC CREDIT	P	2018-03-31	2020-06-30
d	DIALETIC ANTITHESIS OFF	P	2009-02-28	2020-12-31
e	ELM PARK ADVANTEDGE	P	2017-07-31	2020-12-31
	ELM PARK CREDIT III	P	2018-12-31	2020-11-30
	ELM PARK CREDIT OPP FUND II	P	2016-02-29	2020-12-31
	EMERGING EUROPE	P	2008-06-30	2020-12-31
	ETON PARK OVERSEAS FUND	P	2007-08-31	2020-12-31
	FORTRESS LIFE SETTLEMENTS	P	2010-12-31	2020-12-31
	FORTRESS MSR	P	2012-12-31	2020-12-31
	GCP FUND III REIT & CORP	P	2011-12-31	2020-02-29
	GS MEZZANINE	P	2011-12-31	2020-04-30
	GS MIDDLE MARKET LENDING CORP	P	2017-07-31	2020-05-31
	KAYNE ANDERSON RE DEBT	P	2018-02-28	2020-12-31
	KAYNE RENEWABLE OPP	P	2019-12-31	2020-12-31
	MAINGATE MLP FUND	P	2018-08-31	2020-09-30
	MARATHON EUROPEAN CREDIT	P	2011-12-31	2020-03-31
	OAKTREE RE DEBT FUND CAYMAN	P	2014-07-31	2020-12-31
	OAKTREE RE DEBT II FEED CAYMAN	P	2017-03-31	2020-10-31
	OHA EUROPEAN SCF OFFSHORE	P	2011-12-31	2020-01-31
	OLEA SPECIAL OPP	P	2018-09-30	2020-01-31
	PONDFIELD CAPITAL, LLC	P	2013-07-31	2020-07-31
	PRIVATE WEALTH MANAGEMENT	P	2020-01-01	2020-12-31
	SCG ATLAS	P	2016-01-31	2020-12-31
	SECURITIES HELD AT BROKERAGE		2020-01-01	2020-12-31
	SECURITIES HELD AT BROKERAGE		2020-01-01	2020-12-31
	STARWOOD OPPORTUNITY FUND X	P	2015-10-31	2020-12-31
	TACONIC EUROPEAN FUND II	P	2017-10-31	2020-02-29
	WBB TERM LOAN	P	2017-10-30	2020-12-31
	XPV WATER FUND	P	2010-03-31	2020-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	9,272		9,272
b	109,769	109,769	0
c	308,306	308,306	0
d	326,924	1,500,000	-1,173,076
e	90,695	90,695	0
	42,491	42,491	0
	204,952	204,952	0
	15,405	15,405	0
	5,568		5,568
		4,095	-4,095
	16,285	16,285	0
	103,226		103,226
	46,122	123,451	-77,329
	64,580	64,580	0
	242,350	228,165	14,185
	185,684	185,684	0
	1,850,000	1,850,000	0
	54,108	26,856	27,252
	35,621	35,621	0
	30,384	30,384	0
	27,945	27,945	0
	149,421	149,421	0
	2,018,493	2,000,000	18,493
	46,136		46,136
	61,528	61,528	0
	61,311,072	76,537,384	-15,226,312
	3,064,498	703,267	2,361,231
	81,422	81,422	0
	53,125	53,125	0
	10,775	10,775	0
	289,730	167,075	122,655

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			9,272
b			0
c			0
d			-1,173,076
e			0
			0
			0
			0
			5,568
			-4,095
			0
			103,226
			-77,329
			0
			14,185
			0
			0
			27,252
			0
			0
			0
			0
			18,493
			46,136
			0
			-15,226,312
			2,361,231
			0
			0
			0
			122,655

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-13,772,794
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 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	63,452
c	All other domestic foundations enter 1.39% 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	63,452
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	63,452
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	33,943
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	160,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	193,943
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	468
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	130,023
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax130,023	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

CA, NE, DE

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 .

Yes

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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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 Click to see attachment

.................

Yes

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.GMWF.ORG

The books are in care of bullet

SHELLEY LYFORD Telephone no. bullet

(858) 369-3160

Located at bullet

10350 N TORREY PINES ROADLA JOLLACA ZIP+4 bullet

92037

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

16 At any time during calendar year 2020, 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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2020?.............

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)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 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 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
GARY L WEST	CO-CHAIRMAN 2.00	0	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	CO-CHAIRMAN 2.00	0	0
MARY E WEST	CO-CHAIRMAN 2.00	0	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	CO-CHAIRMAN 2.00	0	0
SHELLEY LYFORD	PRESIDENT, CEO, & TREASURER 20.00	299,100	19,709
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	PRESIDENT, CEO, & TREASURER 20.00	299,100	19,709
MARC HARPER	DIRECTOR & SECRETARY 2.00	0	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	DIRECTOR & SECRETARY 2.00	0	0
TIM LASH	EXECUTIVE VICE PRESIDENT & CSO 20.00	175,715	12,052
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	EXECUTIVE VICE PRESIDENT & CSO 20.00	175,715	12,052
DR ZIA AGHA	CHIEF MEDICAL OFFICER 8.00	51,250	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	CHIEF MEDICAL OFFICER 8.00	51,250	0

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 40.00	201,512	32,725	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	DIRECTOR OF FINANCE 40.00	201,512	32,725	0
BRENDA SCHMITTHENNER	PROGRAM OFFICER 20.00	147,281	39,926	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	PROGRAM OFFICER 20.00	147,281	39,926	0
LINDSAY GOLDSMITH	ACCOUNTING MANAGER 40.00	138,484	15,245	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	ACCOUNTING MANAGER 40.00	138,484	15,245	0
VYAN NGUYEN	PROGRAM OFFICER 30.00	120,289	11,373	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	PROGRAM OFFICER 30.00	120,289	11,373	0
LEXY HARSHMAN	OPERATIONS MANAGER 40.00	96,716	9,680	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	OPERATIONS MANAGER 40.00	96,716	9,680	0
Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

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	409,845
1603 ORRINGTON SUITE 810 EVANSTON,IL60201	INVESTMENT MANAGEMENT	409,845
PCE CONSULTING LLC	ACUTE CARE ADVOCACY	288,286
5500 PRESTON ROAD SUITE 250 DALLAS,TX75205	ACUTE CARE ADVOCACY	288,286
WEST MANAGEMENT COMPANY INC	ADVOCACY AND ADMINISTRATION	207,855
5800 ARMADA DRIVE SUITE 100 CARLSBAD,CA92008	ADVOCACY AND ADMINISTRATION	207,855
COMMUNICATION PARTNERS & ASSOCIATES LLC	ADVOCACY AND MEDIA OUTREACH	137,982
250 GREENWICH ST SUITE 4620 NY,NY10007	ADVOCACY AND MEDIA OUTREACH	137,982
J WALLIN OPINION RESEARCH	RESEARCH	62,500
180 NEWPORT CENTER DRIVE SUITE 219 NEWPORT BEACH,CA92660	RESEARCH	62,500

Total number of others receiving over $50,000 for professional services............. bullet

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	ADOVCATE 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.	268,240
2


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 $4,005,596, PLUS PAYMENT IN KIND INTEREST OF $186,984 IN 2020. SEE PART VII-B, LINE 5C - EXPENDITURE RESPONSIBILITY STATEMENT FOR ADDITIONAL INFORMATION.	4,005,596
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

4,005,596

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

95,701,483

Average of monthly cash balances.......................

21,277,293

Fair market value of all other assets (see instructions)................

1,691,320

Total (add lines 1a, b, and c).........................

118,670,096

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

118,670,096

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

1,780,051

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

116,890,045

Minimum investment return. Enter 5% of line 5..................

5,844,502

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.)

Minimum investment return from Part X, line 6....................

5,844,502

Tax on investment income for 2020 from Part VI, line 5......

63,452

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

63,452

Distributable amount before adjustments. Subtract line 2c from line 1............

5,781,050

Recoveries of amounts treated as qualifying distributions................

336,646

Add lines 3 and 4............................

6,117,696

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

6,117,696

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

11,943,933

Program-related investments—total from Part IX-B..................

4,005,596

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

15,949,529

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

15,949,529

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 (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					6,117,696
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	3,946,700
b From 2016......	8,651,201
c From 2017......	4,448,144
d From 2018......	11,616,167
e From 2019......	9,179,361
fTotal of lines 3a through e........		37,841,573
4Qualifying distributions for 2020 from Part
XII, line 4: $ 15,949,529
a Applied to 2019, 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 2020 distributable amount.....					6,117,696
e Remaining amount distributed out of corpus		9,831,833
5 Excess distributions carryover applied to 2020.		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		47,673,406
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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					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 2015 not applied on line 5 or line 7 (see instructions) ...		3,946,700
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		43,726,706
10 Analysis of line 9:
a Excess from 2016....	8,651,201
b Excess from 2017....	4,448,144
c Excess from 2018....	11,616,167
d Excess from 2019....	9,179,361
e Excess from 2020....	9,831,833

Form 990-PF (2020)

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 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2020)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE FL 17 CHICAGO,IL60601	NONE	PC	DONATION IN HONOR OF MR. RAY HARPER JR.	1,000
APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW,MN55112	NONE	PC	TO SUPPORT THE HEALTHY AGING PROJECT.	16,550
CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY.	32,500
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
COALITION FOR COMPASSIONATE CARE OF CALIFORNIA 2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO,CA95833	NONE	PC	TO SUPPORT SCHOLARSHIPS FOR COALITION FOR COMPASSIONATE CARE OF CA 2020 VIRTUAL SUMMIT.	5,000
CREIGHTON UNIVERSITY PO BOX 30282 OMAHA,NE68103	NONE	PC	TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT.	50,000
ELDERHELP OF SAN DIEGO 3860 CALLE FORTUNADA SUITE 101 SAN DIEGO,CA92123	NONE	PC	TO SUPPORT TRANSITION TO ONE SINGULAR, INTEGRATED IT PLATFORM.	20,000
ELDERHELP OF SAN DIEGO 3860 CALLE FORTUNADA SUITE 101 SAN DIEGO,CA92123	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
GARY AND MARY WEST HEALTH INSTITUTE 10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	NONE	PC	REIMBURSEMENT OF N95 MASKS.	913
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.	5,821,044
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.	442,982
GARY AND MARY WEST SENIOR DENTAL CENTER INC 1525 4TH AVENUE SAN DIEGO,CA92101	NONE	PC	TO SUPPORT COVID-19 CHALLENGE GRANT FOR ORAL HYGIENE KITS.	10,000
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
GARY AND MARY WEST SENIOR SERVICES INC 1706 DESCANSO AVENUE SAN MARCOS,CA92078	NONE	PC	NONCASH DONATION OF 18 BOXES OF N95 MASKS.	3,056
GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	TO SUPPORT FUND THE FUTURE CAMPAIGN FOR 2020.	7,500
GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	THE SUPPORT THE 2020 GIA ANNUAL CONFERENCE.	25,000
GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	TO SUPPORT GRANTMAKERS IN AGING GENERAL OPERATIONS.	8,000
INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA,NE68106	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA,NE68106	NONE	PC	TO SUPPORT SOCIAL SERVICES AND INTERPRETATION.	25,000
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 SENIORS SERVICES IN NORTH SAN DIEGO COUNTY.	50,000
INTERFAITH COMMUNITY SERVICES INC 550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO,CA92025	NONE	PC	TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY.	37,500
JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO,CA92121	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	10,000
LEADINGAGE CALIFORNIA FOUNDATION 1315 I ST STE 100 SACRAMENTO,CA95814	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	10,000
LEGAL AID SOCIETY OF SAN DIEGO INC 110 SOUTH EUCLID AVENUE SAN DIEGO,CA92114	NONE	PC	TO SUPPORT THE HEALTH ADVOCACY PROJECT.	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
MED4OURWORLD PO BOX 2136 CARLSBAD,CA92018	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	1,000
MERRY MAKERS (SANDY LEMKE) 12020 SHAMROCK PLAZA SUITE 200 OMAHA,NE68154	NONE	PC	TO SUPPORT MUSIC, LAUGHTER, AND MEMORIES FOR SENIORS.	15,000
MOTION PICTURE AND TELEVISION FUND 23388 MULHOLLAND DRIVE STE 220 WOODLAND HILLS,CA91364	NONE	PC	TO SUPPORT SOCIAL ISOLATION IMPACT SUMMIT.	5,000
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.	27,000
NOTRE DAME HOUSING INC 3439 STATE STREET OMAHA,NE68112	NONE	PC	TO SUPPORT SERVICE COORDINATION, TRANSPORTATION, AND THE COMMUNITY FOOD PANTRY.	50,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT ANIMAL GRANTS FOR WHICH MARY WEST IS THE ADVISOR FOR YEAR 2020.	250,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	3,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	10,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,500
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,500
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	1,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	250
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	5,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	5,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	150
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	1,500
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	600
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	750
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	750
OUTLOOK ENRICHMENT 4125 S 72ND ST OMAHA,NE68127	NONE	PC	TO SUPPORT IMPROVING SENIORS' CONNECTIVITY AND MENTAL HEALTH WITH ADAPTIVE TECHNOLOGY TRAINING AND SUPPORT GROUPS.	27,000
PROJECT HOUSEWORKS 2316 SOUTH 24TH STREET OMAHA,NE68108	NONE	PC	TO SUPPORT HOME REPAIRS FOR SENIORS.	50,000
PROJECT HOUSEWORKS 2316 SOUTH 24TH STREET OMAHA,NE68108	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY 2195 HEARST AVE RM 120 BERKELEY,CA94720	NONE	PC	TO SUPPORT TELEHEALTH INNOVATION IN THE ERA OF COVID-19: LESSONS FROM THE FIELD RESPONSIBLE INNOVATION WEBINAR SERIES.	35,000
SAN DIEGO OASIS 5500 GROSSMONT CENTER DR STE 269 SAN DIEGO,CA91942	NONE	PC	TO SUPPORT NORTH COUNTY PILOT - PREVENTING ISOLATION AND LONELINESS: GETTING TECHNOLOGY TOOLS TO OLDER ADULTS.	10,000
SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION 530 B STREET 7TH FLOOR SAN DIEGO,CA92101	NONE	PC	TO SUPPORT THE ORGANIZATIONS PROGRAMS AND INITIATIVES.	25,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT SDSCF SUSTAINABILITY, BRAND RECOGNITION, AND DONOR CULTIVATION.	50,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT COVID-19 NO SENIOR ALONE INITIATIVE.	37,500
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT EMERGENCY RESPONSE GRANT FOR COVID-19.	100,000
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT TELEHEALTH CARE COORDINATION.	125,000
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT GENERAL OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER.	150,000
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	TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS.	150,000
SHARP HEALTHCARE FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO,CA92123	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
THE CURA FOUNDATION PO BOX 5298 NEW YORK,NY10185	NONE	PC	TO SUPPORT THE FIFTH INTERNATIONAL VATICAN CONFERENCE	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.	50,000
VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET SUITE 312 OMAHA,NE68105	NONE	PC	TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM.	20,000
Total ................................. 3a				9,638,273

bApproved for future payment
APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW,MN55112	NONE	PC	TO SUPPORT THE HEALTHY AGING PROJECT.	32,900
CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY.	32,500
CREIGHTON UNIVERSITY PO BOX 30282 OMAHA,NE68103	NONE	PC	TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT.	50,000
ELDERHELP OF SAN DIEGO 3860 CALLE FORTUNADA SUITE 101 SAN DIEGO,CA92123	NONE	PC	TO SUPPORT TRANSITION TO ONE SINGULAR, INTEGRATED IT PLATFORM.	20,000
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.	6,000,000
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.	1,075,152
GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	TO SUPPORT FUND THE FUTURE CAMPAIGN FOR 2021.	7,500
INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA,NE68106	NONE	PC	TO SUPPORT SOCIAL SERVICES AND INTERPRETATION.	25,000
INTERFAITH COMMUNITY SERVICES INC 550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO,CA92025	NONE	PC	TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY.	50,000
OUTLOOK ENRICHMENT 4125 S 72ND ST OMAHA,NE68127	NONE	PC	TO SUPPORT IMPROVING SENIORS' CONNECTIVITY AND MENTAL HEALTH WITH ADAPTIVE TECHNOLOGY TRAINING AND SUPPORT GROUPS.	27,000
PROJECT HOUSEWORKS 2316 SOUTH 24TH STREET OMAHA,NE68108	NONE	PC	TO SUPPORT HOME REPAIRS FOR SENIORS.	60,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT COVID-19 NO SENIOR ALONE INITIATIVE.	37,500
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT TELEHEALTH CARE COORDINATION.	110,000
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT GENERAL OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER.	139,500
VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET SUITE 312 OMAHA,NE68105	NONE	PC	TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM.	20,000
Total ................................. 3b				7,687,052

Form 990-PF (2020)

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	(e) Related or exempt function income (See instructions.)
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	4,155,186
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	1,253,777
8 Gain or (loss) from sales of assets other than inventory ............			18	-18,544,848
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		-13,135,885	0

13Total. Add line 12, columns (b), (d), and (e)..................

-13,135,885

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

Yes

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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)	4,005,596	CIVICA RX	EXPENDITURE RESPONSIBILITY GRANT

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Form 990PF Part XV Line 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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMER'S ASSOCIATION225 N MICHIGAN AVENUE FL 17 CHICAGO,IL60601	NONE	PC	DONATION IN HONOR OF MR. RAY HARPER JR.	1,000
APPLE TREE DENTAL2442 MOUNDS VIEW BLVD MOUNDS VIEW,MN55112	NONE	PC	TO SUPPORT THE HEALTHY AGING PROJECT.	16,550
CHALLENGE CENTER5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
CHALLENGE CENTER5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY.	32,500
CHALLENGE CENTER5540 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
COALITION FOR COMPASSIONATE CARE OF CALIFORNIA2530 RIVER PLAZA DRIVE SUITE 110 SACRAMENTO,CA95833	NONE	PC	TO SUPPORT SCHOLARSHIPS FOR COALITION FOR COMPASSIONATE CARE OF CA 2020 VIRTUAL SUMMIT.	5,000
CREIGHTON UNIVERSITYPO BOX 30282 OMAHA,NE68103	NONE	PC	TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT.	50,000
ELDERHELP OF SAN DIEGO3860 CALLE FORTUNADA SUITE 101 SAN DIEGO,CA92123	NONE	PC	TO SUPPORT TRANSITION TO ONE SINGULAR, INTEGRATED IT PLATFORM.	20,000
ELDERHELP OF SAN DIEGO3860 CALLE FORTUNADA SUITE 101 SAN DIEGO,CA92123	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
GARY AND MARY WEST HEALTH INSTITUTE10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	NONE	PC	REIMBURSEMENT OF N95 MASKS.	913
GARY AND MARY WEST HEALTH POLICY CENTER INC1909 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.	5,821,044
GARY AND MARY WEST SENIOR DENTAL CENTER INC1525 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.	442,982
GARY AND MARY WEST SENIOR DENTAL CENTER INC1525 4TH AVENUE SAN DIEGO,CA92101	NONE	PC	TO SUPPORT COVID-19 CHALLENGE GRANT FOR ORAL HYGIENE KITS.	10,000
GARY AND MARY WEST SENIOR DENTAL CENTER INC1525 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
GARY AND MARY WEST SENIOR SERVICES INC1706 DESCANSO AVENUE SAN MARCOS,CA92078	NONE	PC	NONCASH DONATION OF 18 BOXES OF N95 MASKS.	3,056
GRANTMAKERS IN AGING901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	TO SUPPORT FUND THE FUTURE CAMPAIGN FOR 2020.	7,500
GRANTMAKERS IN AGING901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	THE SUPPORT THE 2020 GIA ANNUAL CONFERENCE.	25,000
GRANTMAKERS IN AGING901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	TO SUPPORT GRANTMAKERS IN AGING GENERAL OPERATIONS.	8,000
INTERCULTURAL SENIOR CENTER5545 CENTER STREET OMAHA,NE68106	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
INTERCULTURAL SENIOR CENTER5545 CENTER STREET OMAHA,NE68106	NONE	PC	TO SUPPORT SOCIAL SERVICES AND INTERPRETATION.	25,000
INTERCULTURAL SENIOR CENTER5545 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 INC550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO,CA92025	NONE	PC	TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY.	50,000
INTERFAITH COMMUNITY SERVICES INC550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO,CA92025	NONE	PC	TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY.	37,500
JACOBS & CUSHMAN SAN DIEGO FOOD BANK9850 DISTRIBUTION AVE SAN DIEGO,CA92121	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	10,000
LEADINGAGE CALIFORNIA FOUNDATION1315 I ST STE 100 SACRAMENTO,CA95814	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	10,000
LEGAL AID SOCIETY OF SAN DIEGO INC110 SOUTH EUCLID AVENUE SAN DIEGO,CA92114	NONE	PC	TO SUPPORT THE HEALTH ADVOCACY PROJECT.	209,000
MEALS-ON-WHEELS GREATER SAN DIEGO2254 SAN DIEGO AVENUE SUITE 200 SAN DIEGO,CA92110	NONE	PC	TO SUPPORT CHANGE OF CONDITION MONITORING AND CARE NAVIGATION PROJECT.	56,000
MED4OURWORLDPO BOX 2136 CARLSBAD,CA92018	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	1,000
MERRY MAKERS (SANDY LEMKE)12020 SHAMROCK PLAZA SUITE 200 OMAHA,NE68154	NONE	PC	TO SUPPORT MUSIC, LAUGHTER, AND MEMORIES FOR SENIORS.	15,000
MOTION PICTURE AND TELEVISION FUND23388 MULHOLLAND DRIVE STE 220 WOODLAND HILLS,CA91364	NONE	PC	TO SUPPORT SOCIAL ISOLATION IMPACT SUMMIT.	5,000
NATIONAL FOUNDATION OF DENTISTRY FOR THE HANDICAPPED1800 15TH STREET SUITE 100 DENVER,CO80202	NONE	PC	TO SUPPORT SAN DIEGO COUNTY DONATED DENTAL SERVICES PROGRAM.	27,000
NOTRE DAME HOUSING INC3439 STATE STREET OMAHA,NE68112	NONE	PC	TO SUPPORT SERVICE COORDINATION, TRANSPORTATION, AND THE COMMUNITY FOOD PANTRY.	50,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT ANIMAL GRANTS FOR WHICH MARY WEST IS THE ADVISOR FOR YEAR 2020.	250,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	3,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	10,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,500
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,500
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	1,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	250
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	5,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	5,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	150
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	1,500
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,000
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	600
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	750
OMAHA COMMUNITY FOUNDATION3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATIONS CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	750
OUTLOOK ENRICHMENT4125 S 72ND ST OMAHA,NE68127	NONE	PC	TO SUPPORT IMPROVING SENIORS' CONNECTIVITY AND MENTAL HEALTH WITH ADAPTIVE TECHNOLOGY TRAINING AND SUPPORT GROUPS.	27,000
PROJECT HOUSEWORKS2316 SOUTH 24TH STREET OMAHA,NE68108	NONE	PC	TO SUPPORT HOME REPAIRS FOR SENIORS.	50,000
PROJECT HOUSEWORKS2316 SOUTH 24TH STREET OMAHA,NE68108	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY2195 HEARST AVE RM 120 BERKELEY,CA94720	NONE	PC	TO SUPPORT TELEHEALTH INNOVATION IN THE ERA OF COVID-19: LESSONS FROM THE FIELD RESPONSIBLE INNOVATION WEBINAR SERIES.	35,000
SAN DIEGO OASIS5500 GROSSMONT CENTER DR STE 269 SAN DIEGO,CA91942	NONE	PC	TO SUPPORT NORTH COUNTY PILOT - PREVENTING ISOLATION AND LONELINESS: GETTING TECHNOLOGY TOOLS TO OLDER ADULTS.	10,000
SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION530 B STREET 7TH FLOOR SAN DIEGO,CA92101	NONE	PC	TO SUPPORT THE ORGANIZATIONS PROGRAMS AND INITIATIVES.	25,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT SDSCF SUSTAINABILITY, BRAND RECOGNITION, AND DONOR CULTIVATION.	50,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT COVID-19 NO SENIOR ALONE INITIATIVE.	37,500
SERVING SENIORS525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT EMERGENCY RESPONSE GRANT FOR COVID-19.	100,000
SERVING SENIORS525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT TELEHEALTH CARE COORDINATION.	125,000
SERVING SENIORS525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT GENERAL OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER.	150,000
SERVING SENIORS525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT INTEGRATED DENTAL & WELLNESS COORDINATION.	125,000
SERVING SENIORS525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT GARY & MARY WEST SENIOR WELLNESS CENTER OPERATIONS.	150,000
SHARP HEALTHCARE FOUNDATION8695 SPECTRUM CENTER BLVD SAN DIEGO,CA92123	NONE	PC	TO SUPPORT EMERGENCY RESPONSE: COVID-19.	25,000
THE CURA FOUNDATIONPO BOX 5298 NEW YORK,NY10185	NONE	PC	TO SUPPORT THE FIFTH INTERNATIONAL VATICAN CONFERENCE	25,000
THE SCAN FOUNDATION3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH,CA90806	NONE	PC	TO SUPPORT THE CALIFORNIA MASTER PLAN FOR AGING PROJECT.	50,000
VOLUNTEERS ASSISTING SENIORS1941 SOUTH 42ND STREET SUITE 312 OMAHA,NE68105	NONE	PC	TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM.	20,000
Total ............................... 3a				9,638,273
bApproved for future payment
APPLE TREE DENTAL2442 MOUNDS VIEW BLVD MOUNDS VIEW,MN55112	NONE	PC	TO SUPPORT THE HEALTHY AGING PROJECT.	32,900
CHALLENGE CENTER5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY.	32,500
CREIGHTON UNIVERSITYPO BOX 30282 OMAHA,NE68103	NONE	PC	TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT.	50,000
ELDERHELP OF SAN DIEGO3860 CALLE FORTUNADA SUITE 101 SAN DIEGO,CA92123	NONE	PC	TO SUPPORT TRANSITION TO ONE SINGULAR, INTEGRATED IT PLATFORM.	20,000
GARY AND MARY WEST HEALTH POLICY CENTER INC1909 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.	6,000,000
GARY AND MARY WEST SENIOR DENTAL CENTER INC1525 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.	1,075,152
GRANTMAKERS IN AGING901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	TO SUPPORT FUND THE FUTURE CAMPAIGN FOR 2021.	7,500
INTERCULTURAL SENIOR CENTER5545 CENTER STREET OMAHA,NE68106	NONE	PC	TO SUPPORT SOCIAL SERVICES AND INTERPRETATION.	25,000
INTERFAITH COMMUNITY SERVICES INC550 WEST WASHINGTON AVENUE SUITE B ESCONDIDO,CA92025	NONE	PC	TO SUPPORT SENIORS SERVICES IN NORTH SAN DIEGO COUNTY.	50,000
OUTLOOK ENRICHMENT4125 S 72ND ST OMAHA,NE68127	NONE	PC	TO SUPPORT IMPROVING SENIORS' CONNECTIVITY AND MENTAL HEALTH WITH ADAPTIVE TECHNOLOGY TRAINING AND SUPPORT GROUPS.	27,000
PROJECT HOUSEWORKS2316 SOUTH 24TH STREET OMAHA,NE68108	NONE	PC	TO SUPPORT HOME REPAIRS FOR SENIORS.	60,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT COVID-19 NO SENIOR ALONE INITIATIVE.	37,500
SERVING SENIORS525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT TELEHEALTH CARE COORDINATION.	110,000
SERVING SENIORS525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT GENERAL OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER.	139,500
VOLUNTEERS ASSISTING SENIORS1941 SOUTH 42ND STREET SUITE 312 OMAHA,NE68105	NONE	PC	TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM.	20,000
Total ................................ 3b				7,687,052

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

GARY AND MARY WEST FOUNDATION

Employer identification number

47-0793015

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization GARY AND MARY WEST FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	GARY L WEST 2013 DE TRUST 5800 ARMADA DRIVE SUITE 100 CARLSBAD, CA92008	$ 3,686,905	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	MARY E WEST 2013 DE TRUST 5800 ARMADA DRIVE SUITE 100 CARLSBAD, CA92008	$ 3,686,905	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization GARY AND MARY WEST FOUNDATION		Employer identification number 47-0793015

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization GARY AND MARY WEST FOUNDATION			Employer identification number 47-0793015
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2020 AccountingFeesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	38,607	19,304		20,897

- TIN:

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

TY 2020 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	Results of Verification
GARY AND MARY WEST HEALTH POLICY CENTER INC	1909 K STREET NW SUITE 730 WASHINGTON,DC20006	2020-01-07	6,000,000	TO SUPPORT THE GARY AND MARY WEST HEALTH POLICY CENTER, INC. (THE "POLICY CENTER") IN CARRYING OUT ITS CHARITABLE PURPOSES RELATED TO RESEARCH OBJECTIVES IN THE AREAS OF MEDICARE REFORM AND VALUE-BASED INSURANCE DESIGN. THE AMOUNT EXPENDED BY THE POLICY CENTER IN 2020 WAS $5,599,523, INCLUDING A REFUNDED AMOUNT OF $110,760.	5,599,523	TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.	MIDTERM 07/31/20 & FINAL 01/31/21. QUARTERLY EXPENSE REPORTS.	THE GRANTOR HAS NO REASON TO DOUBT THE ACCRUACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS.
CIVICA RX	2912 EXECUTIVE PARKWAY SUITE 325 LEHI,UT84043	2018-09-04	1,000,000	MEMBERSHIP GRANT - TO PROMOTE HEALTHCARE FOR DISADVANTAGED PERSONS BY MAKING ESSENTIAL GENERIC DRUGS BROADLY AVAILABLE TO INDIVIDUALS SERVICED BY ITS MEMBER HOSPITALS AND HEALTH SYSTEMS, INCLUDING HIGH-NEEDS POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW INCOME INDIVIDUALS. - CONTINUED ON STATEMENT 24	1,000,000	TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.	WEEKLY REPORTS TO THE BOARD OF DIRECTORS. CONTINUED ON STATEMENT 27	THE GRANTOR HAS NO REASON TO DOUBT THE ACCRUACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS.
CIVICA RX	2912 EXECUTIVE PARKWAY SUITE 325 LEHI,UT84043	2019-10-23	4,005,596	PROGRAM RELATED INVESTMENT, LINE OF CREDIT - TO PROMOTE HEALTHCARE FOR DISADVANTAGED PERSONS BY MAKING ESSENTIAL GENERIC DRUGS BROADLY AVAILABLE TO INDIVIDUALS SERVICED BY ITS MEMBER HOSPITALS AND HEALTH SYSTEMS, INCLUDING HIGH-NEEDS POPULATIONS IN THE FEDERAL GOVERNMENT'S 340B PROGRAM FOR DISCOUNTED DRUG PRICING FOR UNINSURED AND LOW INCOME INDIVIDUALS. - CONTINUED ON STATEMENT 25	271,263	TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.	ANNUAL BUDGET 2/27/20. CONTINUED ON STATEMENT 28	THE GRANTOR HAS NO REASON TO DOUBT THE ACCRUACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS.

- TIN:

TY 2020 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 THROUGH AUGUST 31, 2020 FOR A MARKET BASED FEE. WEST FAMILY INVESTMENTS, INC. IS OWNED BY GARY AND MARY WEST, SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION AND ONE ADDITIONAL BOARD MEMBER OF THE FOUNDATION. EFFECTIVE AUGUST 31, 2020 THE CONTRACT TERMINATED AND AN UNRELATED PARTY TOOK OVER THIS FUNCTION. THIS IS EXCEPTED FROM SELF-DEALING BY IRC SECTION 4941 (D)(2)(E). WEST DEVELOPMENT, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING PART OF THE 2020 YEAR 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)(2)(E).NINETY-NINE TEN BUSINESS SOLUTIONS, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING THE REMAINDER PART OF THE 2020 YEAR FOR A MARKET BASED FEE. THESE SERVICES WERE PREVIOUSLY PROVIDED BY WEST DEVELOPMENT, LLC. WEST FAMILY HOLDINGS, LLC IS THE SOLE MEMBER OF NINETY-NINE TEN BUSINESS SOLUTIONS, 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)(2)(E).
	FORM 990-PF	THE FOUNDATION'S FINANCIAL STATEMENTS ARE PREPARED IN ACCORDANCE WITHACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OFAMERICA (U.S. GAAP). ACCORDINGLY, THE FOUNDATION'S BOOKS ARE ON THEACCRUAL BASIS AND IT RECORDS FIXED-INCOME, EQUITY SECURITIES,DERIVATIVE CONTRACTS, MUTUAL FUNDS, AND ALTERNATIVE INVESTMENTS AT FAIRVALUE IN THE FINANCIAL STATEMENTS AND THE TAX RETURN IN ACCORDANCE WITHFINANCIAL ACCOUNTING STANDARDS BOARD, ASC 820, FAIR VALUE MEASUREMENTS.
	FORM 990-PF, PART VII-B, LINE 5C, NO. 2 - PURPOSE OF GRANT	(CONTINUED) THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G., TOP 10%), AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS.
	FORM 990-PF, PART VII-B, LINE 5C, NO. 3 - PURPOSE OF GRANT	(CONTINUED) THIS POPULATION INCLUDES UNINSURED PATIENTS, PATIENTS AT OR BELOW 150% OF POVERTY LEVELS, PATIENTS WITH HIGH HEALTH CARE SPENDING (E.G., TOP 10%), AND IMPOVERISHED OR OTHERWISE VULNERABLE OR DISADVANTAGED PATIENTS SUCH AS THE DISABLED, THE FRAIL ELDERLY, AND THOSE WITH MULTIPLE CHRONIC CONDITIONS.
	FORM 990-PF, PART VII-B, LINE 5C - DATE OF REPORTS BY GRANTEE	PENDING ANNUAL REPORT AND PENDING ANNUAL AUDIT.
	FORM 990-PF, PART VII-B, LINE 5C - DATE OF REPORTS BY GRANTEE	WEEKLY REPORTS TO THE BOARD OF DIRECTORS. PENDING ANNUAL REPORT AND PENDING ANNUAL AUDIT

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Name of Bond	End of Year Book Value	End of Year Fair Market Value
MFB NORTHERN FDS FIXED INCOME FD	11,430,863	11,430,863
MFC FLEXSHARES TR IBOXX 5 YR TARGET DURATION TIPS INDEX FD	186,294	186,294
MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL	7,516,355	7,516,355
TETRAGON FINANCIAL ORD N/V USD 0.001	309,301	309,301
THORNBURG MORTGAGE INC	521	521
THORNBURG MORTGAGE INC	5,785	5,785
WBB TERM LOAN	199,123	199,123

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Name of Stock	End of Year Book Value	End of Year Fair Market Value
BOINGO WIRELESS INC	40,068	40,068
EATON VANCE CORP COM	59,914	59,914
LARGO RESOURCES COM	276,191	276,191
TRANSATLANTIC	9,924	9,924
ABBOTT LAB COM	126,899	126,899
ACCENTURE PLC SHS CL A NEW	196,953	196,953
ACTIVISION BLIZZARD INC COM STK	79,944	79,944
ACUSHNET HLDGS CORP COM	32,594	32,594
ADIDAS AG	39,160	39,160
ADOBE SYS INC COM	337,080	337,080
ADR ABB LTD SPONSORED ADR	126,966	126,966
ADR ADYEN N V ADR	216,130	216,130
ADR AIA GROUP LTD SPONSORED ADR	196,618	196,618
ADR AIR LIQUIDE ADR	22,563	22,563
ADR AKZO NOBEL N V SPONSORED ADR NEW	118,024	118,024
ADR ALFA LAVAL AB SWEDEN ADR	25,411	25,411
ADR ALIBABA GRP HLDG LTD SPON ADS	27,229	27,229
ADR ALLIANZ SE UNSPON ADS	58,100	58,100
ADR AMADEUS IT GROUP S A ADS	167,562	167,562
ADR AMBEV SA SPONSORED ADR	26,891	26,891
ADR ASML HLDG NV NY REG 2012	108,274	108,274
ADR ATLAS COPCO AB SPONSORED ADR	135,771	135,771
ADR AXA SA SPONSORED ADR	125,091	125,091
ADR BAIDU INC SPON ADS	88,442	88,442
ADR BALFOUR BEATTY PLC SPONSORED ADR	22,156	22,156
ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR	161,459	161,459
ADR BARCLAYS PLC ADR	103,319	103,319
ADR BASF AKTIENGESELLSCHAFT - LEVEL I	163,482	163,482
ADR BAYER A G SPONSORED ADR	57,357	57,357
ADR BNP PARIBAS SPONSORED ADR	105,961	105,961
ADR BP P L C SPONSORED ADR	55,979	55,979
ADR BRIT AMERN TOB PLC SPONSORED	116,069	116,069
ADR CAIXABANK ADR	91,645	91,645
ADR CHUGAI PHARMACEUTICALS CO LTD	49,981	49,981
ADR COMPAGNIE FINANCIERE RICHEMONT AG	123,201	123,201
ADR COMPASS GROUP PLC SPON ADR	58,662	58,662
ADR CREDIT SUISSE GROUP AG SPONSORED ADR	12,134	12,134
ADR CSL LTD SPONSORED ADR	101,779	101,779
ADR DANONE SPONSORED ADR	87,927	87,927
ADR DASSAULT SYS S A SPONSORED ADR	73,118	73,118
ADR DBS GROUP HLDGS LTD SPONSORED ADR	60,156	60,156
ADR DSV PANALPINA A/S	82,928	82,928
ADR ENEL SOCIETA PER AZIONI ADR	93,410	93,410
ADR EPIROC AB UNSPON ADS	33,597	33,597
ADR FOMENTO ECONOMICO MEXICANO SAB DE CV	34,097	34,097
ADR FUCHS PETROLUB SE FORMERLY FUCHS	12,722	12,722
ADR GRUPO FINANCIERO BANORTE S A B DE C	36,746	36,746
ADR HDFC BK LTD ADR REPSTG 3 SHS	122,191	122,191
ADR ICICI BK LTD	32,573	32,573
ADR INFINEON TECHNOLOGIES AG SPONSORED ADR	218,579	218,579
ADR ING GROEP N V SPONSORED ADR	157,082	157,082
ADR INTERNATIONAL CONS AIRLS GROUP SA SPONSORED ADR	33,441	33,441
ADR ITAU UNIBANCO HLDG SA SPONSORED ADR	37,210	37,210
ADR KERING S A ADR	19,634	19,634
ADR KOMATSU LTD SPONSORED	32,555	32,555
ADR KUBOTA CORP	39,722	39,722
ADR L OREAL S A ADR	68,611	68,611
ADR LONZA GROUP AG ADR	126,429	126,429
ADR LVMH MOET HENNESSY LOUIS VUITTON ADR	133,461	133,461
ADR MITSUBISHI UFJ FINL GROUP INC	26,359	26,359
ADR MURATA MFG CO LTD ADR	129,723	129,723
ADR NESTLE S A SPONSORED ADR	119,096	119,096
ADR NITORI HLDGS CO LTD ADR	25,014	25,014
ADR NOVARTIS AG	208,596	208,596
ADR NOVOZYMES A/S ADR	19,347	19,347
ADR PERNOD RICARD S A ADR	102,165	102,165
ADR PJSC LUKOIL SPONSORED ADR	23,174	23,174
ADR PRUDENTIAL PLC ADR	77,331	77,331
ADR RIO TINTO PLC SPONSORED ADR	48,517	48,517
ADR ROCHE HLDG LTD SPONSORED ADR	181,673	181,673
ADR ROYAL DUTCH SHELL PLC SPONSORED ADR	25,443	25,443
ADR RWE AKTIENGESELLSCHAF	78,896	78,896
ADR RYANAIR HLDGS PLC SPONSORED ADR NEW	90,184	90,184
ADR SAFRAN ADR	24,326	24,326
ADR SANDS CHINA LTD UNSPONSORED ADR	52,312	52,312
ADR SCHNEIDER ELECTRIC SE	56,250	56,250
ADR SIEMENS AG COM DM50 (NEW)	138,842	138,842
ADR SMITH & NEPHEW GROUP P L C SPONSORED ADR NEW	56,381	56,381
ADR SONOVA HLDG AG UNSP ADR	32,201	32,201
ADR SONY GROUP CORPORATION SPON ADS	80,981	80,981
ADR SPONSORED ADR	34,570	34,570
ADR SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR	82,647	82,647
ADR SYMRISE AG ADR	37,556	37,556
ADR TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS	285,358	285,358
ADR TENCENT HLDGS LTD ADR	123,507	123,507
ADR TOTALENERGIES SE SPONSORED ADR	91,406	91,406
ADR UNICHARM CORP SPONSORED ADR	52,457	52,457
ADR UNICREDIT SPA ADR NEW 2017	158,328	158,328
ADR UNILEVER PLC SPONSORED ADR NEW	107,018	107,018
ADR VALEO SE ADR-EACH REPR 0.5 ORD EUR3	45,668	45,668
ADR VINCI S A ADR	76,579	76,579
ADR VOLKSWAGEN CREDIT CANADA INC ADR	242,027	242,027
ADR VOLVO AB ADR	57,021	57,021
ADR ZURICH INS GROUP LTD SPONSORED	109,983	109,983
AFLAC INC COM	60,168	60,168
AGILENT TECHNOLOGIES INC COM	72,990	72,990
AIR LEASE CORP CL A CL A	37,135	37,135
AIRBNB INC CL A COM USD 0.0001 CL A	4,698	4,698
AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1	102,887	102,887
AKAMAI TECHNOLOGIES INC COM STK	37,796	37,796
ALBEMARLE CORP COM	60,188	60,188
ALCON AG COM USD0.04 WI	149,774	149,774
ALEXANDRIA REAL ESTATE EQUITIES INC COM	144,180	144,180
ALIGN TECHNOLOGY INC COM	73,210	73,210
ALLEGION PLC COMMON STOCK	56,212	56,212
ALPHABET INC CAP STK USD 0.001 CL C	208,474	208,474
ALPHABET INC CAPITAL STOCK USD 0.001 CL A	96,395	96,395
ALTRIA GROUP INC COM	55,022	55,022
AMAZON COM INC COM	188,902	188,902
AMERICAN TOWER CORP	74,521	74,521
AMERICOLD RLTY TR COM	140,473	140,473
AMERIPRISE FINL INC COM	64,906	64,906
AMERISOURCEBERGEN CORP COM	119,072	119,072
AMGEN INC COM	157,955	157,955
ANSYS INC COM	207,366	207,366
AON PLC	42,043	42,043
APPLE INC COM STK	173,824	173,824
APPLIED MATERIALS INC COM	97,001	97,001
ARCELORMITTAL LUXEMBOURG N Y REGISTRY	43,647	43,647
ARROW ELECTR INC COM	37,752	37,752
ATLASSIAN CORPORATION PLC COM USD0.1 CL A	29,000	29,000
AURA MINERALS INC (VG) COM NPV (POST REV SPLIT)	68,725	68,725
AUTODESK INC COM	217,402	217,402
AUTOMATIC DATA PROCESSING INC COM	70,656	70,656
BARINGS BDC INC COM	1,121,920	1,121,920
BEACON ROOFING SUPPLY INC COM	39,627	39,627
BIO RAD LABS INC CL A	71,119	71,119
BLACK KNIGHT INC COM USD 0.0001 WI	66,439	66,439
BOK FINL CORP COM NEW	23,009	23,009
BROOKS AUTOMATION INC COM	39,896	39,896
BSTN PPTYS INC	33,086	33,086
CABOT OIL & GAS CORP COM	41,367	41,367
CALIFORNIA WTR SVC GROUP COM	30,365	30,365
CANADIAN NATL RY CO COM	23,178	23,178
CANADIAN PAC RY LTD COM NPV	97,767	97,767
CAPITAL ONE FINL CORP COM	48,733	48,733
CAPRI HOLDINGS LTD	62,958	62,958
CAREDX INC COM	66,219	66,219
CARREFOUR SA SPONSORED ADR	62,965	62,965
CARVANA CO CL A CL A	28,984	28,984
CBIZ INC COM	42,603	42,603
CBRE GROUP INC CL A CL A	75,327	75,327
CELSIUS HLDGS INC COM NEW COM NEW	66,460	66,460
CENTRAL PAC FINL CORP COM NEW	28,173	28,173
CERENCE INC COM	86,111	86,111
CHECK PT SOFTWARE TECHNOLOGIES	54,360	54,360
CHEESECAKE FACTORY INC COM	54,478	54,478
CHEVRON CORP COM	57,510	57,510
CHEWY INC CLASS A	29,124	29,124
CHIPOTLE MEXICAN GRILL INC COM STK	37,441	37,441
CHUBB LTD ORD CHF24.15	43,867	43,867
CIMAREX ENERGY CO COM	40,098	40,098
CIN FNCL CORP COM	44,908	44,908
CMC MATLS INC COM	50,383	50,383
COCA COLA CO COM	153,168	153,168
COLUMBIA BKG SYS INC COM	30,300	30,300
COMM BANCSHARES INC COM	39,873	39,873
CONAGRA BRANDS INC COM USD5	78,322	78,322
CONTINENTAL RES INC COM	28,721	28,721
CORTEVA INC COM USD 0.01 WI	63,152	63,152
COSTCO WHOLESALE CORP NEW COM	34,664	34,664
COUPA SOFTWARE INC COM	26,774	26,774
CROWDSTRIKE HLDGS INC CL A	29,867	29,867
CRYOPORT INC COM	38,483	38,483
CSX CORP COM STK	57,263	57,263
CULLEN / FROST BANKERS INC COM	24,861	24,861
CUMMINS INC	58,138	58,138
CVS HEALTH CORP COM	93,025	93,025
D R HORTON INC COM	86,357	86,357
DANAHER CORP COM	121,289	121,289
DARDEN RESTAURANTS INC COM	83,146	83,146
DENTSPLY SIRONA INC COM	49,218	49,218
DESCARTES SYS GROUP INC COM	47,486	47,486
DEUTSCHE POST AG SPONSORED ADR	11,912	11,912
DEXCOM INC COM	20,704	20,704
DIAGEO PLC SPONSORED ADR NEW	33,509	33,509
DMC GLOBAL INC COM	34,038	34,038
DOLLAR GEN CORP NEW COM	150,365	150,365
DOUGLAS EMMETT INC COM REIT	65,334	65,334
DOVER CORP COM USD 1.00	48,480	48,480
DUKE RLTY CORP COM NEW REIT	121,909	121,909
EAST WEST BANCORP INC COM	40,314	40,314
EASTMAN CHEM CO COM	45,126	45,126
ELANCO ANIMAL HEALTH INC COM	49,317	49,317
ENCORE WIRE CORP COM	29,437	29,437
EQTY LIFESTYLE PPTYS INC REIT	120,258	120,258
ESSEX PPTY TR REIT	109,925	109,925
ESTEE LAUDER COMPANIES INC CL A USD 0.01	37,533	37,533
EVERCORE INC	51,860	51,860
EXPERIAN PLC	86,777	86,777
FACEBOOK INC COM USD 0.000006 CL 'A'	300,749	300,749
FANUC CORPORATION	125,845	125,845
FARFETCH LTD COM USD 0.04 CLASS A	7,530	7,530
FERRARI N V FERRARI N V COMMON S TOCK	50,035	50,035
GARTNER INC COM	58,309	58,309
GATX CORP COM	39,677	39,677
GENERAL DYNAMICS CORP COM	73,070	73,070
GLOBAL PMTS INC COM	204,865	204,865
GOOSEHEAD INS INC COM CL A	46,036	46,036
GRAINGER W W INC COM	84,118	84,118
GUARDANT HEALTH INC COM	8,893	8,893
H & E EQUIP SVCS INC COM	52,585	52,585
HALOZYME THERAPEUTICS INC COM	67,525	67,525
HEALTHSTREAM INC COM STK	24,286	24,286
HERCULES CAPITAL INC	33,325	33,325
HILTON GRAND VACATIONS INC COM	47,433	47,433
HOME DEPOT INC COM	28,156	28,156
HOULIHAN LOKEY INC CL A	48,876	48,876
HUB GROUP INC CL A	33,231	33,231
ICON PLC COM	33,342	33,342
ILLUMINA INC COM	52,910	52,910
INSPIRE MED SYS INC COM	41,944	41,944
INTER PARFUMS INC COM	52,808	52,808
INTERCONTINENTAL EXCHANGE INC COM	93,154	93,154
INTUIT COM	33,807	33,807
INTUITIVE SURGICAL INC COM NEW STK	64,630	64,630
INVITATION HOMES INC COM	109,682	109,682
JOHNSON & JOHNSON COM USD1	102,140	102,140
JOHNSON CTLS INTL PLC COM USD 0.01	56,188	56,188
JPMORGAN CHASE & CO COM	64,552	64,552
KEYCORP NEW COM	39,318	39,318
KEYSIGHT TECHNOLOGIES INC COM	85,726	85,726
KIRBY CORP COM	40,790	40,790
KNOWLES CORP COM	29,930	29,930
KRATOS DEFENSE & SECURITY SOLUTIONS INC	64,076	64,076
KROGER CO COM	90,707	90,707
LAB CORP AMER HLDGS COM NEW	41,931	41,931
LARGO RESOURCES COM NPV (POST REV SPLIT)	141,824	141,824
LARGO RESOURCES LTD COMMON STOCK	3,141,287	3,141,287
LENNAR CORP CL A CL A	66,168	66,168
LENNAR CORP CL B CL B	857	857
LINDE PLC COM USD 0.001	34,783	34,783
LIONS GATE ENTMT CORP VOTING SHARES CL A	40,409	40,409
LIVENT CORP COM	59,817	59,817
LIVEPERSON INC COM STK	95,336	95,336
LOWES COS INC COM	105,776	105,776
LULULEMON ATHLETICA INC COM	112,762	112,762
MARCUS & MILLICHAP INC COM	24,944	24,944
MARSH & MCLENNAN CO'S INC COM	89,973	89,973
MARTEN TRANS LTD COM	32,220	32,220
MARTIN MARIETTA MATLS INC COM	58,214	58,214
MASCO CORP COM	64,653	64,653
MASTERCARD INC CL A	158,125	158,125
MATCH GROUP INC NEW COM	58,662	58,662
MATERION CORP COM	36,703	36,703
MEDALLIA INC COM	47,339	47,339
MEDTRONIC PLC COMMON STOCK	145,839	145,839
MERCADOLIBRE INC COM STK	140,718	140,718
MERCK & CO INC NEW COM	76,401	76,401
METHANEX CORP COM STK	66,770	66,770
METTLER-TOLEDO INTL INC COM	62,682	62,682
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD	2,410,205	2,410,205
MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD	3,065,295	3,065,295
MFC VANGUARD INDEX FDS	10,299,960	10,299,960
MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF	2,524,492	2,524,492
MFO INVESCO DEVELOPING MARKETS FUND	3,831,725	3,831,725
MGM GROWTH PPTYS LLC CL A COM	81,693	81,693
MICROCHIP TECHNOLOGY INC COM	151,644	151,644
MICROSOFT CORP COM	374,555	374,555
MONMOUTH REAL ESTATE CORP MD	29,202	29,202
MOTORS LIQUIDATION CO ESCROW PFD	38,000	38,000
MSCI INC COMMON	48,225	48,225
N V R INC COM	65,278	65,278
NATERA INC COM	91,857	91,857
NATIONAL BK HLDGS CORP CL A COM STK	25,848	25,848
NEOGENOMICS INC COM NEW COM NEW	75,968	75,968
NETFLIX INC COM STK	76,243	76,243
NEVRO CORP COM	41,198	41,198
NIKE INC CL B	104,971	104,971
NVIDIA CORP COM	72,064	72,064
OLIN CORP COM	46,345	46,345
OSHKOSH CORPORATION	51,814	51,814
PACKAGING CORP AMER COM	47,441	47,441
PAPA JOHNS INTL INC COM	30,716	30,716
PARKER-HANNIFIN CORP COM	65,378	65,378
PAYPAL HLDGS INC COM	228,345	228,345
PEBBLEBROOK HOTEL TR COM STK	72,549	72,549
PELOTON INTERACTIVE INC	20,330	20,330
PHILIP MORRIS INTL COM STK NPV	67,060	67,060
PHILLIPS 66 COM	39,586	39,586
PHREESIA INC COM	64,027	64,027
PIONEER NAT RES CO COM	26,878	26,878
PNC FINANCIAL SERVICES GROUP COM STK	59,749	59,749
PROCTER & GAMBLE COM NPV	60,248	60,248
PROGRESSIVE CORP OH COM	79,401	79,401
PROLOGIS INC COM	251,442	251,442
QUALCOMM INC COM	79,674	79,674
RAYMOND JAMES FNCL INC COM STK	53,384	53,384
REGENERON PHARMACEUTICALS INC COM	56,524	56,524
REINSURANCE GROUP AMER INC COM NEW STK	43,926	43,926
RENAISSANCE RE HLDGS LTD COM	35,485	35,485
REPUBLIC SVCS INC COM	84,166	84,166
RESMED INC COM	88,425	88,425
RETAIL OPPORTUNITY INVTS CORP COM STK	37,077	37,077
REXFORD INDL RLTY INC COM	110,301	110,301
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR	142,834	142,834
ROSS STORES INC COM	125,266	125,266
RPM INTL INC	60,278	60,278
S&P GLOBAL INC COM	20,710	20,710
SABRA HEALTH CARE REIT INC COM	91,193	91,193
SAIA INC COM STK	42,488	42,488
SALESFORCE COM INC COM STK	143,754	143,754
SANOFI SPONSORED ADR	130,804	130,804
SAP SE-SPONSORED ADR	157,250	157,250
SAREPTA THERAPEUTICS INC COM	7,672	7,672
SBA COMMUNICATIONS CORP	122,445	122,445
SCOTTS MIRACLE-GRO CLASS'A'COM NPV	62,530	62,530
SEALED AIR CORP NEW COM STK	38,280	38,280
SENSATA TECHNOLOGIES B V HOLDING	59,174	59,174
SERVICENOW INC COM USD 0.001	107,334	107,334
SGS SA	21,244	21,244
SHIONOGI & CO LTD ADR	18,262	18,262
SHOPIFY INC CL A SHOPIFY INC	157,341	157,341
SIERRA METALS INC COM NPV	1,210,137	1,210,137
SIGNET JEWELERS LTD ORD USD 0.18	33,324	33,324
SIKA AG ADR	60,097	60,097
SITEONE LANDSCAPE SUPPLY INC COM	92,640	92,640
SKYWEST INC COM	17,172	17,172
SKYWORKS SOLUTIONS INC COM	95,703	95,703
SMUCKER J M CO COM NEW	53,060	53,060
SNAP-ON INC COM	48,946	48,946
SNOWFLAKE INC CL A CL A	16,040	16,040
SPIRIT REALTY CAPITAL INC COM	81,947	81,947
SPLUNK INC COMSTK COM USD 0.001	19,707	19,707
SPOTIFY TECHNOLOGY S A COM EUR0.025	34,927	34,927
SPROUT SOCIAL INC COM CL A	23,341	23,341
SQUARE INC CL A CL A	46,575	46,575
STANLEY BLACK & DECKER INC COM	52,497	52,497
STARBUCKS CORP COM	82,268	82,268
STATE STR CORP COM	86,827	86,827
STERICYCLE INC COM	61,565	61,565
STERIS PLC ORD USD 0.001	58,378	58,378
STIFEL FINL CORP COM	55,001	55,001
SUN COMMUNITIES INC COM	179,757	179,757
SYNEOS HEALTH INC COM	48,168	48,168
SYNOPSYS INC COM	121,584	121,584
SYSCO CORP COM	134,040	134,040
SYSMEX CORP ADR	41,443	41,443
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS	151,406	151,406
TARGET CORP COM STK	7,591	7,591
TELADOC HEALTH INC	20,396	20,396
TERRENO RLTY CORP	34,930	34,930
TESLA INC COM USD 0.001	155,953	155,953
THE TRADE DESK INC COM CL A	28,035	28,035
TJX COS INC COM NEW	93,625	93,625
TOPBUILD CORP COM	49,886	49,886
TTEC HLDGS INC COM USD 0.01	44,269	44,269
TWILIO INC CL A CL A	51,791	51,791
TWITTER INC COM	60,810	60,810
TYSON FOODS INC CL A COM (DELAWARE)	42,466	42,466
U S PHYSICAL THERAPY COM	47,138	47,138
UBER TECHNOLOGIES INC COM USD 0.00001	44,931	44,931
UDR INC COM STK	115,674	115,674
UNION PAC CORP COM	24,986	24,986
UNITEDHEALTH GROUP INC COM	180,600	180,600
US BANCORP	99,330	99,330
VANGUARD FTSE DEVELOPED MARKETS ETF	6,100,807	6,100,807
VERACYTE INC COM	59,071	59,071
VEREIT INC COM	90,998	90,998
VERTEX PHARMACEUTICALS INC COM	19,853	19,853
VICI PPTYS INC COM	141,551	141,551
VICOR CORP COM	53,027	53,027
VISA INC COM CL A STK	186,577	186,577
VISTEON CORP COM NEW COM NEW	54,099	54,099
WALGREENS BOOTS ALLIANCE INC COM	21,017	21,017
WASHINGTON REAL ESTATE INVT TR SH BEN	69,194	69,194
WEC ENERGY GROUP INC COM	54,942	54,942
WELLTOWER INC COM REIT	137,899	137,899
WOODWARD INC COM	63,074	63,074
WORKDAY INC CL A COM USD 0.001	23,003	23,003
WW INTL INC COM	30,110	30,110
XILINX INC COM	90,875	90,875
XYLEM INC COM	57,613	57,613
YANDEX N.V. COM USD0.01 CL 'A	20,874	20,874
ZOETIS INC COM USD0.01 CL 'A'	107,079	107,079
ZOOM VIDEO COMMUNICATIONS INC CL A	8,754	8,754

- TIN:

TY 2020 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
ARIAS RESOURCE CAPITAL	FMV	765,189	765,189
ASIA-PACIFIC CREDIT	FMV	1,660,688	1,660,688
ELM PARK ADVANTEDGE	FMV	583,615	583,615
ELM PARK CREDIT III	FMV	437,533	437,533
ELM PARK CREDIT OPP FUND II	FMV	330,663	330,663
EMERGING EUROPE	FMV	698,512	698,512
ETON PARK OVERSEAS FUND	FMV	1,095	1,095
FORTRESS MSR	FMV	371,427	371,427
GCP FUND III REIT & CORP	FMV	3,335,753	3,335,753
GCP FUND IV REIT	FMV	1,397,367	1,397,367
GCP FUND V REIT	FMV	41,526	41,526
GS MEZZANINE	FMV	41,878	41,878
GS MIDDLE MARKET LENDING CORP	FMV	1,696,709	1,696,709
INVESCO MORTG RECOVERY	FMV	58,229	58,229
KAYNE ANDERSON RE DEBT	FMV	1,661,462	1,661,462
KAYNE RENEWABLE OPPORTUNITIES	FMV	126,314	126,314
LARGO RES LTD WARRANT CERT	FMV	863,838	863,838
MARTIS PARTNERS III	FMV	668,473	668,473
NATRON ENERGY INC.	FMV	250,000	250,000
NEWLAKE REIT	FMV	1,500,000	1,500,000
OAKTREE RE DEBT FUND CAYMAN	FMV	56,304	56,304
OAKTREE RE DEBT II FEED CAYMAN	FMV	318,132	318,132
OHA EUROPEAN SCF OFFSHORE	FMV	81,422	81,422
OLEA SPECIAL OPP	FMV	1,209,930	1,209,930
PENNANTPARK SENIOR CREDIT CAYMAN	FMV	999,319	999,319
SCG ATLAS	FMV	536,032	536,032
SIJ, LLC	FMV	853,380	853,380
SKELLIG OFFSHORE	FMV	43,967	43,967
STARWOOD OPPORTUNITY FUND	FMV	329,225	329,225
TACONIC CRE DISLOCATION	FMV	1,139,194	1,139,194
TACONIC EUROPEAN FUND II	FMV	1,167,868	1,167,868
TACONIC SIDECAR OFFSHORE III	FMV	2,000,031	2,000,031
TAIGA SPECIAL OPP	FMV	916,238	916,238
VWH OFFSHORE FUND LP	FMV	706,358	706,358
XPV WATER FUND	FMV	464,348	464,348

- TIN:

TY 2020 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	281,575	281,380	195	195
COMPUTER EQUIPMENT	111,206	101,488	9,718	9,718
LEASEHOLD IMPROVEMENTS	558,015	505,337	52,678	52,678

- TIN:

TY 2020 LegalFeesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	76,961	812		81,839

- TIN:

TY 2020 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	15,096	15,096	15,096
INTEREST RECEIVABLE	102,273	96,580	96,580
DIVIDENDS RECEIVABLE	845,219	27,529	27,529
PARTNERSHIP DISTRIBUTION RECEIVABLE	35,518	93,467	93,467
PROGRAM-RELATED INVESTMENT: CIVICA, INC.	2,559,940	4,217,309	4,217,309

- TIN:

TY 2020 OtherExpensesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
COMPUTER EXPENSE	21,853	5,463	15,392
DUES & SUBSCRIPTIONS	28,700	0	32,454
FEES	9,451	2,363	7,019
GRANTEE PROJECT EXPENSES	0	0	909
INSURANCE	28,447	6,107	11,908
IT SUPPORT	39,400	9,850	30,616
MISCELLANEOUS EXPENSES	178	45	134
POSTAGE	2,862	715	2,146
SUPPLIES	9,545	2,391	6,892
TELEPHONE	36,986	9,247	30,904

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
INVESTMENT PARTNERSHIP INCOME	1,066,793	1,066,793	1,066,793
PROGRAM-RELATED INVESTMENT - INTEREST INCOME	186,984	186,984	186,984

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Description	Amount
UNREALIZED LOSS ON INVESTMENTS	2,097,480

- TIN:

TY 2020 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	65,500	0

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
ADVOCACY AND ADMINISTRATION	663,140	0	744,230
INVESTMENT FEES	405,701	405,701	0
TEMPORARY EMPLOYEE SALARIES	4,758	0	4,758

- TIN:

TY 2020 TaxesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
PAYROLL TAXES	59,233	12,716	45,836
OTHER TAXES	2,485	633	0
USE TAX	129	32	97