TY 2021 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. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

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

$155,029,230J 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)	21,682,711
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	2,685,164		2,685,164
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		7,909,484
b	Gross sales price for all assets on line 6a 80,250,325
7	Capital gain net income (from Part IV, line 2)...			24,520,389
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).......		1,267,408	1,267,408
12	Total. Add lines 1 through 11........	33,544,767		28,472,961
13	Compensation of officers, directors, trustees, etc.	522,813		74,387	448,426
14	Other employee salaries and wages......	550,153		156,650	393,503
15	Pension plans, employee benefits.......	103,960		20,538	80,392
16a	Legal fees (attach schedule).........		168,329	16,833	151,496
b	Accounting fees (attach schedule).......		49,250	24,625	24,625
c	Other professional fees (attach schedule)....		1,165,007	463,286	701,721
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		488,236	10,356	35,962
19	Depreciation (attach schedule) and depletion...		52,814	13,203
20	Occupancy..............	121,098		30,275	72,436
21	Travel, conferences, and meetings.......	41,903		11,365	30,537
22	Printing and publications..........	2,977		744	2,233
23	Other expenses (attach schedule).......		158,595	34,554	124,041
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,425,135		856,816	2,065,372
25	Contributions, gifts, grants paid.......	7,958,391			9,534,086
26	Total expenses and disbursements. Add lines 24 and 25	11,383,526		856,816	11,599,458
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	22,161,241
b	Net investment income (if negative, enter -0-)			27,616,145
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

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.............	304,194	361,765	361,765
	2	Savings and temporary cash investments.........	13,872,841	13,060,484	13,060,484
	3	Accounts receivable 171,143
		Less: allowance for doubtful accounts	289,495	171,143	171,143
	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..........	170,649	555,933	555,933
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	63,075,234	93,238,549	93,238,549
	c	Investments—corporate bonds (attach schedule).......	19,648,242	24,692,356	24,692,356
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	25,812,019	18,448,573	18,448,573
	14	Land, buildings, and equipment: basis 64,518
		Less: accumulated depreciation (attach schedule) 62,497	62,591	2,021	2,021
	15	Other assets (describe )	4,449,981	4,498,406	4,498,406
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	127,685,246	155,029,230	155,029,230
	17	Accounts payable and accrued expenses..........	370,766	415,321
	18	Grants payable.................	1,148,165	150,317
	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 )
	23	Total liabilities (add lines 17 through 22).........	1,518,931	565,638
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	126,166,315	154,463,592
	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).....	126,166,315	154,463,592
	30	Total liabilities and net assets/fund balances (see instructions).	127,685,246	155,029,230

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

126,166,315

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

22,161,241

Other increases not included in line 2 (itemize) bullet

6,136,036

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

154,463,592

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 .

154,463,592

Form 990-PF (2021)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	ARIAS RESOURCE CAPITAL	P	2008-09-30	2021-01-31
b	ASIA-PACIFIC CREDIT	P	2018-03-31	2021-12-31
c	ELM PARK ADVANTEDGE	P	2017-07-31	2021-09-30
d	ELM PARK CREDIT III	P	2018-12-31	2021-12-31
e	ELM PARK CREDIT OPP FUND II	P	2016-02-29	2021-12-31
	EMERGING EUROPE	P	2008-06-30	2021-12-31
	ETON PARK OVERSEAS FUND	P	2007-08-31	2021-12-01
	FORTRESS MSR	P	2012-12-31	2021-12-31
	GCP FUND III REIT & CORP	P	2011-12-31	2021-12-31
	GS MEZZANINE	P	2011-12-31	2021-12-31
	GS MIDDLE MARKET LENDING CORP (GS BDC STOCK)	P	2017-07-31	2021-09-30
	KAYNE ANDERSON RE DEBT	P	2018-02-28	2021-12-31
	KAYNE RENEWABLE OPP (IRRADIANT)	P	2019-12-31	2021-12-31
	MARTIS PARTNERS III	P	2019-02-06	2021-12-31
	MCCLATCHY LOAN	P	2020-09-04	2021-12-31
	OAKTREE RE DEBT FUND CAYMAN	P	2014-07-31	2021-12-31
	OAKTREE RE DEBT II FEED CAYMAN	P	2017-03-31	2021-12-31
	OHA EUROPEAN SCF OFFSHORE	P	2011-12-31	2021-12-31
	OLEA SPECIAL OPP	P	2018-09-30	2021-12-31
	PENNANTPARK	P	2019-05-07	2021-12-31
	PRIVATE WEALTH MANAGEMENT	P	2021-01-01	2021-08-31
	SCG ATLAS	P	2016-01-31	2021-12-31
	SECURITIES HELD AT BROKERAGE	P	2021-01-01	2021-12-31
	SECURITIES HELD AT BROKERAGE	D	2021-01-01	2021-12-31
	STARWOOD OPPORTUNITY FUND X	P	2015-10-31	2021-12-31
	TACONIC CRE DISLOCATION FUND II	P	2018-07-02	2021-12-31
	TACONIC EUROPEAN FUND II	P	2017-10-31	2021-12-31
	TACONIC SIDECAR III	P	2017-11-21	2021-08-04
	VWH OFFSHORE FUND, LP	P	2017-08-23	2021-12-31
	WBB TERM LOAN (PAID OFF 2021)	P	2017-11-30	2021-04-30
	XPV WATER FUND	P	2010-03-31	2021-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	170,218	765,189	-594,971
b	416,299	393,995	22,304
c	591,283	579,135	12,148
d	100,057	100,057	0
e	170,690	170,690	0
	960,937	1,211,503	-250,566
	1,614		1,614
	8,682	4,380	4,302
			0
	19,961	14,317	5,644
	1,673,137	1,499,998	173,139
	875,139	690,811	184,328
	116,498	111,878	4,620
	2,849	2,849	0
	575,995	575,995	0
	45,297	45,297	0
	121,816	121,816	0
			0
	200,000	200,000	0
	400,000	400,000	0
		37,645	-37,645
	192,745	192,745	0
	50,730,554	28,349,323	22,381,231
	19,114,378	16,500,513	2,613,865
	81,312	81,312	0
	403,628	403,628	0
	358,085	358,085	0
	2,015,251	2,017,142	-1,891
	675,000	675,000	0
	199,123	196,856	2,267
	29,777	29,777	0

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-594,971
b			22,304
c			12,148
d			0
e			0
			-250,566
			1,614
			4,302
			0
			5,644
			173,139
			184,328
			4,620
			0
			0
			0
			0
			0
			0
			0
			-37,645
			0
			22,381,231
			2,613,865
			0
			0
			0
			-1,891
			0
			2,267
			0

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	24,520,389
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

Form 990-PF (2021)

Page 4

Part V

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	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	383,864
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	383,864
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	395,023
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	395,023
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	126
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	11,033
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax11,033	Refunded	11	0

Part VI-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 XIV..................................

Yes

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

CA, 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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

Form 990-PF (2021)

Page 5

Part VI-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

SALLY HALLAK 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 2021, 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 VI-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? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

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

1a(5)

(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.) ...............

1a(6)

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 2021? .............

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 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

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

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-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))? ..........

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

Yes

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

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

5a(5)

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

Yes

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

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?

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

Part VII

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 20.00	297,548	19,859
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	PRESIDENT & CEO 20.00	297,548	19,859
MARC HARPER	DIRECTOR & SECRETARY 2.00	0	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	DIRECTOR & SECRETARY 2.00	0	0
TIM LASH	CSO 20.00	174,015	13,589
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	CSO 20.00	174,015	13,589
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
SALLY HALLAK	CHIEF FINANCIAL OFFICER & TREASURER 10.00	0	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	CHIEF FINANCIAL OFFICER & TREASURER 10.00	0	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 LITTLETHRU 072021	CHIEF FINANCIAL OFFI 40.00	109,494	27,866	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	CHIEF FINANCIAL OFFI 40.00	109,494	27,866	0
VYAN NGUYEN	PROGRAM OFFICER 30.00	121,935	1,830	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	PROGRAM OFFICER 30.00	121,935	1,830	0
LINDSAY GOLDSMITH THRU 082021	SENIOR ACCOUNTANT 40.00	89,438	11,923	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	SENIOR ACCOUNTANT 40.00	89,438	11,923	0
MISTI BENSON	SENIOR DIRECTOR, ADM 20.00	84,187	0	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	SENIOR DIRECTOR, ADM 20.00	84,187	0	0
LEXY HARSHMAN THRU 072021	OPERATIONS MANAGER 40.00	56,757	9,980	0
10350 NORTH TORREY PINES ROAD LA JOLLA,CA92037	OPERATIONS MANAGER 40.00	56,757	9,980	0
Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

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
PCE CONSULTING LLC	ACUTE CARE ADVOCACY	246,120
738 GIMGHOUL RD CHAPEL HILL,NC27514	ACUTE CARE ADVOCACY	246,120
WEST MANAGEMENT COMPANY INC	ADVOCACY AND ADMINISTRATION	204,789
5800 ARMADA DRIVE SUITE 100 CARLSBAD,CA92008	ADVOCACY AND ADMINISTRATION	204,789
GORDON FOURNARIS & MAMMARELLA PA	LEGAL	86,021
1925 LOVERING AVENUE WILMINGTON,DE19806	LEGAL	86,021
COMMUNICATION PARTNERS & ASSOCIATES LLC	ADVOCACY AND MEDIA OUTREACH	78,750
250 GREENWICH ST SUITE 4620 NY,NY10007	ADVOCACY AND MEDIA OUTREACH	78,750
HASSON LAW GROUP LLP	LEGAL	70,481
3379 PEACHTREE RD STE 625 ATLANTA,GA30326	LEGAL	70,481

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

Part VIII-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	ADVOCATE FOR HEALTH CARE INTERESTS OF OLDER ADULTS THROUGH OUTREACH TO MEDIA, POLICY MAKERS AND EXECUTIVES IN HEALTH CARE AND INSURANCE. IN PARTICULAR, SUPPORT EFFORTS TO DETERMINE METHODS AND MEANS FOR IMPROVING HEALTHCARE FOR SENIORS.	246,120
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2021)

Page 8

Part IX

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

123,456,146

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

15,078,959

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

774,314

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

139,309,419

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

139,309,419

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

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

2,089,641

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

137,219,778

Minimum investment return. Enter 5% (0.05) of line 5................

6,860,989

Part X

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 IX, line 6..................

6,860,989

Tax on investment income for 2021 from Part V, line 5.......

383,864

Income tax for 2021. (This does not include the tax from Part V.) ...

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

383,864

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

6,477,125

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

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

6,477,125

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

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

6,477,125

Part XI

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 ..........

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

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 XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					6,477,125
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	8,651,201
b From 2017......	4,448,144
c From 2018......	11,616,167
d From 2019......	9,179,361
e From 2020......	9,831,833
f Total of lines 3a through e ........		43,726,706
4Qualifying distributions for 2021 from Part
XI, line 4: $ 11,599,458
a Applied to 2020, 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 2021 distributable amount.....					6,477,125
e Remaining amount distributed out of corpus		5,122,333
5 Excess distributions carryover applied to 2021.		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		48,849,039
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 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					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 2016 not applied on line 5 or line 7 (see instructions) ...		8,651,201
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		40,197,838
10 Analysis of line 9:
a Excess from 2017....	4,448,144
b Excess from 2018....	11,616,167
c Excess from 2019....	9,179,361
d Excess from 2020....	9,831,833
e Excess from 2021....	5,122,333

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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 (2021)

Page 11

Part XIV

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
AMERICAN SOCIETY ON AGING 575 MARKET STREET SUITE 2100 SAN FRANCISCO,CA941052869	NONE	PC	PRESENTATION OF POLICY SUMMIT AT ON AGING 2022, AMERICAN SOCIETY ON AGING'S ANNUAL CONFERENCE	25,000
APPLE TREE DENTAL 2442 MOUNDS VIEW BLVD MOUNDS VIEW,MN55112	NONE	PC	TO SUPPORT THE HEALTHY AGING PROJECT.	16,100
CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	AGING WITH INDEPENDENCE AND DIGNITY	32,500
CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	AGING WITH INDEPENDENCE AND DIGNITY	35,750
CREIGHTON UNIVERSITY PO BOX 30282 OMAHA,NE68103	NONE	PC	TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT.	50,000
CREIGHTON UNIVERSITY PO BOX 30283 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 SALESFORCE PHASE 2.0	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.	5,995,812
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
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.	408,236
GARY AND MARY WEST SENIOR SERVICES INC 1706 DESCANSO AVENUE SAN MARCOS,CA92078	NONE	PC	TO SUPPORT WEST PACE VACCINE POD	95,786
GIFFORD MEDICAL CENTER INC 44 S MAIN STREET RANDOLPH,VT05060	NONE	PC	TO SUPPORT LAST MILE EVENT 2021	10,000
GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	TO SUPPORT FUND THE FUTURE CAMPAIGN FOR 2021.	7,500
GRANTMAKERS IN AGING 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON,VA22203	NONE	PC	FUNDING TO SUPPORT AN ENCORE FELLOW FOR GENERAL OPERATIONS (FINANCE DEPARTMENT) AT GIA	15,000
GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVENUE NW SUITE 1200 WASHINGTON,DC200364110	NONE	PC	TO SUPPORT GENERAL OPERATIONS.	11,500
GRANTMAKERS IN HEALTH 1101 CONNECTICUT AVENUE NW SUITE 1200 WASHINGTON,DC200364110	NONE	PC	TO SUPPORT GENERAL OPERATIONS.	11,500
GRANTMAKERS IN HEALTH 1102 CONNECTICUT AVENUE NW SUITE 1200 WASHINGTON,DC200364110	NONE	PC	PROGRAMMING TO SUPPORT PALLIATIVE, SERIOUS ILLNESS AND END OF LIFE CARE.	6,250
INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA,NE68106	NONE	PC	SOCIAL SERVICES AND INTERPRETATION	25,000
INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA,NE68106	NONE	PC	CASE MANAGEMENT FOR OLDER ADULTS	27,500
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.	50,000
LEGAL AID SOCIETY OF SAN DIEGO INC 110 SOUTH EUCLID AVENUE SAN DIEGO,CA92114	NONE	PC	TO SUPPORT THE HEALTH ADVOCACY PROJECT.	175,000
MERRY MAKERS 12020 SHAMROCK PLAZA SUITE 200 OMAHA,NE68154	NONE	PC	TO SUPPORT MUSIC, LAUGHTER, AND MEMORIES FOR SENIORS.	16,500
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 LIFE ENRICHMENT COORDINATOR	25,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	200,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	1,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	5,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	5,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	200,000
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	1,500
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	1,500
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,500
OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET SUITE 222 OMAHA,NE68131	NONE	PC	TO SUPPORT THE FOUNDATION'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS.	2,000
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
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 OASIS 5500 GROSSMONT CENTER DR STE 269 SAN DIEGO,CA91942	NONE	PC	TO SUPPORT BRIDGING THE DIGITAL DIVIDE.	10,000
SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION 530 B STREET 7TH FLOOR SAN DIEGO,CA92101	NONE	PC	TO SUPPORT GENERAL OPERATIONS.	25,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT BUILDING BACK BETTER: A TRANSFORMED SENIOR CENTER MODEL.	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
SANTA FE GROUP INC 9 EAST 8TH STREET SUITE 235 NEW YORK,NY10003	NONE	PC	TO SUPPORT THE BENEFITS OF INTEGRATING ORAL HEALTH INTO HEALTHCARE: A SANTA FE GROUP CONTINUUM.	15,000
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
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	CHALLENGE GRANT TO SUPPLEMENT GMWSWC OPERATIONS.	50,000
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT CORE OPERATIONS - GARY & MARY WEST SENIOR WELLNESS CENTER	125,000
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT INTEGRATED CARE COORDINATION.	112,500
UNIVERSITY OF CALIFORNIA SAN FRANCISCO 220 MONTGOMERY STREET FIFTH FLOOR SAN FRANCISCO,CA94104	NONE	PC	TO SUPPORT THE EMERGING LEADERS IN AGING PROGRAM.	25,000
VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET SUITE 312 OMAHA,NE68105	NONE	PC	TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM.	20,000
VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET SUITE 312 OMAHA,NE68105	NONE	PC	TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM.	20,000
Total ................................. 3a				9,534,086

bApproved for future payment
APPLE TREE DENTAL 2443 MOUNDS VIEW BLVD MOUNDS VIEW,MN55112	NONE	PC	TO SUPPORT THE HEALTHY AGING PROJECT.	16,800
CHALLENGE CENTER 5540 LAKE PARK WAY LA MESA,CA91942	NONE	PC	AGING WITH INDEPENDENCE AND DIGNITY	35,750
CREIGHTON UNIVERSITY PO BOX 30284 OMAHA,NE68103	NONE	PC	TO SUPPORT GERIATRIC COLLABORATIVE CARE PROJECT.	50,000
GRANTMAKERS IN HEALTH 1103 CONNECTICUT AVENUE NW SUITE 1200 WASHINGTON,DC200364110	NONE	PC	PROGRAMMING TO SUPPORT PALLIATIVE, SERIOUS ILLNESS AND END OF LIFE CARE.	6,250
INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA,NE68106	NONE	PC	CASE MANAGEMENT FOR OLDER ADULTS	27,500
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
LEGAL AID SOCIETY OF SAN DIEGO INC 111 SOUTH EUCLID AVENUE SAN DIEGO,CA92114	NONE	PC	TO SUPPORT THE HEALTH ADVOCACY PROJECT.	192,500
NOTRE DAME HOUSING INC 3440 STATE STREET OMAHA,NE68112	NONE	PC	TO SUPPORT LIFE ENRICHMENT COORDINATOR	25,000
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.	50,000
PROJECT HOUSEWORKS 2316 SOUTH 24TH STREET OMAHA,NE68108	NONE	PC	TO SUPPORT HOME REPAIRS FOR SENIORS.	50,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION 626 TARENTO DRIVE SAN DIEGO,CA92106	NONE	PC	TO SUPPORT BUILDING BACK BETTER: A TRANSFORMED SENIOR CENTER MODEL.	50,000
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT CORE OPERATIONS - GARY & MARY WEST SENIOR WELLNESS CENTER	125,000
SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO,CA92101	NONE	PC	TO SUPPORT INTEGRATED CARE COORDINATION.	112,500
THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH,CA90806	NONE	PC	TO SUPPORT THE CALIFORNIA MASTER PLAN FOR AGING PROJECT.	100,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO 220 MONTGOMERY STREET FIFTH FLOOR SAN FRANCISCO,CA94104	NONE	PC	TO SUPPORT THE EMERGING LEADERS IN AGING PROGRAM.	25,000
VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET SUITE 312 OMAHA,NE68105	NONE	PC	TO SUPPORT THE SENIOR BENEFITS COUNSELING PROGRAM.	20,000
Total ................................. 3b				963,300

Form 990-PF (2021)

Page 12

Part XV-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 ....
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 .....
8 Gain or (loss) from sales of assets other than inventory ............			18	7,909,484
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		11,862,056	0

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

11,862,056

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

Part XV-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 XV-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 (2021)

Page 13

Part XVI

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.
GARY AND MARY WEST CHARITABLE TRUST	CHARITABLE TRUST	IN NOVEMBER 2021, THE GARY AND MARY WEST CHARITABLE TRUST WAS FORMED BY TRUSTEES WHO ARE ALSO BOARD MEMBERS OF THE FOUNDATION TO ASSUME THE CHARITABLE PURPOSES AND OPERATIONS NOW SERVED BY THE FOUNDATION AND THE GARY AND MARY WEST HEALTH ENDOWMENT, INC., A RELATED ENTITY.

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 (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

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

2021

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) (2021)

Schedule B (Form 990) (2021) Page 2

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

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	$ 1,228,969		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	$ 1,228,969		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	WEST INVESTMENT HOLDINGS LLC 5800 ARMADA DRIVE SUITE 100 CARLSBAD, CA92008	$ 2,933,712		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	WEST INVESTMENT HOLDINGS LLC 5800 ARMADA DRIVE SUITE 100 CARLSBAD, CA92008	$ 7,493,995		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	WEST INVESTMENT HOLDINGS LLC 5800 ARMADA DRIVE SUITE 100 CARLSBAD, CA92008	$ 3,747,247		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	WEST INVESTMENT HOLDINGS LLC 5800 ARMADA DRIVE SUITE 100 CARLSBAD, CA92008	$ 3,445,641		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Name of organization GARY AND MARY WEST FOUNDATION			Employer identification number 47-0793015
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
7	WEST INVESTMENT HOLDINGS LLC 5800 ARMADA DRIVE SUITE 100 CARLSBAD, CA92008	$ 1,604,178		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.)
(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) (2021)

Schedule B (Form 990) (2021)

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
3	10,441 SHARES OF SNOWFLAKE INC, CLASS A	$ 2,933,712	2021-01-27
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
4	4,862 SHARES OF TEXAS PACIFIC LAND CORP.	$ 7,493,995	2021-03-19
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
5	15,130 SHARES OF SNOWFLAKE INC, CLASS A	$ 3,747,247	2021-06-29
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
6	10,085 SHARES OF SNOWFLAKE INC, CLASS A	$ 3,445,641	2021-12-07
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
7	5,043 SHARES OF SNOWFLAKE INC, CLASS A	$ 1,604,178	2021-09-09
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	49,250	24,625		24,625

- TIN:

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

TY 2021 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	2021-01-06	5,995,812	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 2021 WAS $5,825,243, INCLUDING A REFUNDED AMOUNT OF $170,569.	5,825,243	TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.	MIDTERM 07/31/21 & FINAL 02/15/22. QUARTERLY EXPENSE REPORTS	THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE, BEYOND THE RECEIPT AND REVIEW OF THE RECONCILIATION TO THE GRANTEE'S AUDITED FINANCIAL STATEMENTS.
CIVICA RX	2912 EXECUTIVE PARKWAY SUITE 325 LEHI,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 23.	1,000,000	TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.	WEEKLY REPORTS TO THE BOARD OF DIRECTORS. CONTINUED ON STATEMENT 25	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 24.	791,904	TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.	ANNUAL BUDGET 3/30/21. CONTINUED ON STATEMENT 26.	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 2021 GeneralExplanationAttachment

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Identifier	Return Reference	Explanation
	FORM 990-PF; PART VII-B; QUESTION 1A(4)	WEST DEVELOPMENT, LLC PROVIDED PROFESSIONAL INFORMATION TECHNOLOGY SERVICES TO THE GARY AND MARY WEST FOUNDATION DURING PART OF THE 2021 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 2021 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 MEASUREMENT.
	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	ANNUAL AUDIT 5/16/22. ANNUAL BUDGET 3/30/2021. QUARTERLY UNAUDITED FINANCIALS.
	FORM 990-PF, PART VII-B, LINE 5C - DATE OF REPORTS BY GRANTEE	ANNUAL AUDIT 5/16/22. QUARTERLY UNAUDITED FINANCIALS. WEEKLY REPORTS TO THE BOARD OF DIRECTORS.

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Name of Bond	End of Year Book Value	End of Year Fair Market Value
MCCLATCHY LOAN	286,005	286,005
MFB NORTHERN FDS FIXED INCOME FD	12,809,796	12,809,796
MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF	4,412,808	4,412,808
MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND	7,183,747	7,183,747

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LAB COM	181,696	181,696
ACCENTURE PLC SHS CL A NEW	232,149	232,149
ACTIVISION BLIZZARD INC COM STK	54,156	54,156
ADOBE SYS INC COM	398,644	398,644
ADR ADYEN N V ADR	186,819	186,819
ADR AENA SME S A ADR	80,057	80,057
ADR AIA GROUP LTD SPONSORED ADR	131,337	131,337
ADR AIR LIQUIDE ADR	20,887	20,887
ADR AKZO NOBEL N V SPONSORED ADR NEW	63,707	63,707
ADR ALFA LAVAL AB SWEDEN ADR	32,990	32,990
ADR ALLIANZ SE UNSPON ADS	65,777	65,777
ADR AMADEUS IT GROUP S A ADS	197,133	197,133
ADR AMBEV SA SPONSORED ADR	21,484	21,484
ADR ARCELORMITTAL N Y REGISTRY SHS NEW 2017	37,559	37,559
ADR ASML HLDG NV NY REG 2012	110,663	110,663
ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM	100,598	100,598
ADR ATLAS COPCO AB SPONSORED ADR	152,135	152,135
ADR AXA SA SPONSORED ADR	96,872	96,872
ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR	63,748	63,748
ADR BARCLAYS PLC ADR	62,825	62,825
ADR BASF AKTIENGESELLSCHAFT - LEVEL I	114,278	114,278
ADR BAYER A G SPONSORED ADR	40,788	40,788
ADR BHP GROUP LTD SPONSORED ADR	50,875	50,875
ADR BIONTECH SE ADS	17,530	17,530
ADR BNP PARIBAS SPONSORED ADR	13,568	13,568
ADR BP P L C SPONSORED ADR	145,453	145,453
ADR BRIT AMERN TOB PLC SPONSORED	74,670	74,670
ADR CAIXABANK ADR	86,829	86,829
ADR CHUGAI PHARMACEUTICALS CO LTD	26,847	26,847
ADR COMPAGNIE FINANCIERE RICHEMONT AG	77,591	77,591
ADR COMPASS GROUP PLC SPON ADR	86,282	86,282
ADR CREDIT SUISSE GROUP AG SPONSORED ADR	76,889	76,889
ADR CSL LTD SPONSORED ADR	75,435	75,435
ADR CSPC PHARMACEUTICAL GROUP LTD ADR	26,630	26,630
ADR DANONE SPONSORED ADR	81,985	81,985
ADR DASSAULT SYS S A SPONSORED ADR	69,527	69,527
ADR DBS GROUP HLDGS LTD SPONSORED ADR	67,276	67,276
ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD	91,087	91,087
ADR ENEL SOCIETA PER AZIONI ADR	121,008	121,008
ADR ENN ENERGY HLDGS LTD ADR	22,784	22,784
ADR EPIROC AB UNSPON ADS	40,696	40,696
ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD	38,599	38,599
ADR FOMENTO ECONOMICO MEXICANO SAB DE CV	30,540	30,540
ADR FUCHS PETROLUB SE FORMERLY FUCHS	4,376	4,376
ADR GRUPO FINANCIERO BANORTE S A B DE C	25,521	25,521
ADR GSK PLC SPONSORED ADR SPON ADR EACH REP 2 ORD SHS	36,603	36,603
ADR HAIER SMART HOME CO LTD ADR	26,092	26,092
ADR HDFC BK LTD ADR REPSTG 3 SHS	21,083	21,083
ADR ICICI BK LTD	37,878	37,878
ADR INFINEON TECHNOLOGIES AG SPONSORED ADR	87,308	87,308
ADR ING GROEP N V SPONSORED ADR	33,046	33,046
ADR KERING S A ADR	41,221	41,221
ADR KOMATSU LTD SPONSORED	24,001	24,001
ADR KUBOTA CORP	35,080	35,080
ADR L OREAL S A ADR	84,160	84,160
ADR LASERTEC CORP ADR	86,391	86,391
ADR LI NING CO LTD ADR	36,074	36,074
ADR LONZA GROUP AG ADR	119,907	119,907
ADR LVMH MOET HENNESSY LOUIS VUITTON ADR	137,200	137,200
ADR MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN ADR	74,138	74,138
ADR MITSUBISHI UFJ FINL GROUP INC	34,633	34,633
ADR MURATA MFG CO LTD ADR	83,830	83,830
ADR NESTLE S A SPONSORED ADR	114,401	114,401
ADR NITORI HLDGS CO LTD ADR	23,835	23,835
ADR NOVARTIS AG	150,011	150,011
ADR NOVOZYMES A/S ADR	24,604	24,604
ADR PERNOD RICARD S A ADR	98,269	98,269
ADR PERUSAHAAN PERSEROAN PERSERO P T TELEKOMUNIKIASI INDONESIA SPONSORED	27,714	27,714
ADR PING AN INSURANCE SPONSORED ADR	17,667	17,667
ADR PJSC LUKOIL SPONSORED ADR	38,075	38,075
ADR PRUDENTIAL PLC ADR	96,783	96,783
ADR RELX PLC SPONSORED ADR	52,828	52,828
ADR RIO TINTO PLC SPONSORED ADR	37,687	37,687
ADR ROCHE HLDG LTD SPONSORED ADR	181,432	181,432
ADR SEA LTD ADR	21,476	21,476
ADR ROYAL DUTCH SHELL PLC SPONSORED ADR	123,700	123,700
ADR RWE AKTIENGESELLSCHAF	99,339	99,339
ADR RYANAIR HLDGS PLC SPONSORED ADR NEW	71,324	71,324
ADR SANDS CHINA LTD UNSPONSORED ADR	69,357	69,357
ADR SCHNEIDER ELECTRIC SE	66,500	66,500
ADR SHENZHOU INTL GROUP HLDGS LTD ADR	36,922	36,922
ADR SIEMENS AG COM DM50 (NEW)	76,208	76,208
ADR SONOVA HLDG AG UNSP ADR	27,089	27,089
ADR SONY GROUP CORPORATION SPON ADS	113,760	113,760
ADR SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR	58,734	58,734
ADR SWEDBANK A B SPONSORED ADR	49,737	49,737
ADR SYMRISE AG ADR	36,551	36,551
ADR TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS	213,550	213,550
ADR TENCENT HLDGS LTD ADR	63,081	63,081
ADR TOTALENERGIES SE SPONSORED ADR	141,505	141,505
ADR UNICHARM CORP SPONSORED ADR	41,814	41,814
ADR UNICREDIT SPA ADR NEW 2017	185,163	185,163
ADR UNILEVER PLC SPONSORED ADR NEW	211,664	211,664
ADR VALEO SE ADR-EACH REPR 0.5 ORD EUR3	37,237	37,237
ADR VINCI S A ADR	59,540	59,540
ADR VOLKSWAGEN CREDIT CANADA INC ADR	67,627	67,627
ADR WUXI BIOLOGICS CAYMAN INC ADR	37,481	37,481
ADR ZURICH INS GROUP LTD SPONSORED	97,504	97,504
AGILENT TECHNOLOGIES INC COM	91,799	91,799
AGILYSYS INC COM STK	54,108	54,108
AIR LEASE CORP CL A CL A	59,445	59,445
AIRBNB INC CL A COM USD 0.0001 CL A	135,856	135,856
AKAMAI TECHNOLOGIES INC COM STK	58,871	58,871
ALAMO GROUP INC COM	40,622	40,622
ALBEMARLE CORP COM	87,898	87,898
ALCON AG COM USD0.04 WI	176,941	176,941
ALEXANDRIA REAL ESTATE EQUITIES INC COM	195,536	195,536
ALIGN TECHNOLOGY INC COM	60,461	60,461
ALPHABET INC CAP STK USD 0.001 CL C	471,655	471,655
ALPHABET INC CAPITAL STOCK USD 0.001 CL A	92,705	92,705
ALSTOM ADR	81,931	81,931
ALTRIA GROUP INC COM	73,644	73,644
AMAZON COM INC COM	493,482	493,482
AMERICAN TOWER CORP	44,753	44,753
AMERICAN ASSETS TR INC COM	44,661	44,661
AMERICOLD RLTY TR COM	64,400	64,400
AMERIPRISE FINL INC COM	82,052	82,052
AMERISOURCEBERGEN CORP COM	177,142	177,142
AMGEN INC COM	154,779	154,779
ANSYS INC COM	228,638	228,638
AON PLC	45,685	45,685
APPLE INC COM STK	195,149	195,149
APPLIED MATERIALS INC COM	81,670	81,670
ARCOSA INC COM	48,010	48,010
ARROW ELECTR INC COM	73,446	73,446
ATLASSIAN CORPORATION PLC COM USD0.1 CL A	107,905	107,905
AUTODESK INC COM	109,945	109,945
AUTOMATIC DATA PROCESSING INC COM	78,412	78,412
AXONICS INC COM	41,832	41,832
BEACON ROOFING SUPPLY INC COM	70,368	70,368
BELDEN INC COM	74,341	74,341
BIO RAD LABS INC CL A	87,646	87,646
BLACK KNIGHT INC COM USD 0.0001 WI	59,018	59,018
BROADRIDGE FINL SOLUTIONS INC COM STK	63,256	63,256
BSTN PPTYS INC	60,354	60,354
CALIFORNIA WTR SVC GROUP COM	50,302	50,302
CANADIAN NATL RY CO COM	55,410	55,410
CANADIAN PAC RY LTD COM NPV	76,256	76,256
CAPITAL ONE FINL CORP COM	89,666	89,666
CAREDX INC COM	52,029	52,029
CBIZ INC COM	77,066	77,066
CBRE GROUP INC CL A CL A	125,546	125,546
CDK GLOBAL INC COM	58,186	58,186
CENTRAL PAC FINL CORP COM NEW	53,636	53,636
CHECK PT SOFTWARE TECHNOLOGIES	48,139	48,139
CHEVRON CORP COM	92,589	92,589
CHILDRENS PL INC NEW COM	51,221	51,221
CHIPOTLE MEXICAN GRILL INC COM STK	71,678	71,678
CHUBB LTD ORD CHF24.15	57,413	57,413
CIN FNCL CORP COM	65,168	65,168
COCA COLA CO COM	172,952	172,952
COMM BANCSHARES INC COM	44,461	44,461
CONAGRA BRANDS INC COM USD5	87,766	87,766
CONSTELLATION BRANDS INC CL A CL A	53,959	53,959
CONTINENTAL RES INC COM	75,958	75,958
CORTEVA INC COM USD 0.01 WI	88,697	88,697
COSTCO WHOLESALE CORP NEW COM	50,525	50,525
COTERRA ENERGY INC COM	131,974	131,974
CREDICORP LTD COM STK	22,583	22,583
CROWDSTRIKE HLDGS INC CL A	41,564	41,564
CROWN CASTLE INTL CORP NEW COM	87,671	87,671
CRYOPORT INC COM	156,445	156,445
CSX CORP COM STK	68,470	68,470
CULLEN / FROST BANKERS INC COM	54,084	54,084
CUMMINS INC	52,572	52,572
CVS HEALTH CORP COM	162,477	162,477
D R HORTON INC COM	128,622	128,622
DANAHER CORP COM	182,600	182,600
DARDEN RESTAURANTS INC COM	97,916	97,916
DENTSPLY SIRONA INC COM	50,490	50,490
DESCARTES SYS GROUP INC COM	84,003	84,003
DEXCOM INC COM	25,237	25,237
DIAGEO PLC SPONSORED ADR NEW	27,297	27,297
DOCUSIGN INC COM	19,648	19,648
DOLLAR GEN CORP NEW COM	133,008	133,008
DOUGLAS EMMETT INC COM REIT	63,918	63,918
DOVER CORP COM USD 1.00	66,284	66,284
DUKE RLTY CORP COM NEW REIT	143,489	143,489
DYCOM INDS INC COM	50,537	50,537
EAST WEST BANCORP INC COM	32,888	32,888
EASTMAN CHEM CO COM	52,354	52,354
ECOLAB INC COM STK USD1	79,057	79,057
ELANCO ANIMAL HEALTH INC COM	51,850	51,850
ELI LILLY & CO COM	61,873	61,873
ENTEGRIS INC COM	99,679	99,679
EPAM SYS INC COM STK	63,503	63,503
EQTY LIFESTYLE PPTYS INC REIT	179,002	179,002
ESSEX PPTY TR REIT	150,754	150,754
ESTEE LAUDER COMPANIES INC CL A USD 0.01	66,266	66,266
EVERCORE INC	80,423	80,423
EXPERIAN PLC	90,385	90,385
META PLATFORMS INC	271,098	271,098
FANUC CORPORATION	181,859	181,859
FERRARI N V FERRARI N V COMMON S TOCK	68,587	68,587
FLUOR CORP NEW COM	71,684	71,684
GARTNER INC COM	99,962	99,962
GATX CORP COM	49,699	49,699
GENERAL DYNAMICS CORP COM	119,662	119,662
GLOBAL PMTS INC COM	172,219	172,219
GOLDMAN SACHS GROUP INC COM	32,517	32,517
GOOSEHEAD INS INC COM CL A	83,121	83,121
GRAINGER W W INC COM	147,698	147,698
GREEN DOT CORP COM STK	47,982	47,982
GRID DYNAMICS HOLDINGS INC COM USD0.0001CL A	131,262	131,262
H & E EQUIP SVCS INC COM	99,121	99,121
HAIN CELESTIAL GROUP INC COM	66,940	66,940
HALOZYME THERAPEUTICS INC COM	80,943	80,943
HEALTHSTREAM INC COM STK	54,196	54,196
HELMERICH & PAYNE INC COM	42,921	42,921
HERITAGE COMM CORP COM STK	43,366	43,366
HILTON GRAND VACATIONS INC COM	100,312	100,312
HILTON WORLDWIDE HLDGS INC COM NEW COM NEW	129,940	129,940
HOME DEPOT INC COM	46,896	46,896
HONEYWELL INTL INC COM STK	71,310	71,310
HOULIHAN LOKEY INC CL A	66,977	66,977
HUBSPOT INC COM	25,048	25,048
ICON PLC COM	72,160	72,160
ILLUMINA INC COM	60,490	60,490
INSPIRE MED SYS INC COM	64,647	64,647
INTER PARFUMS INC COM	119,621	119,621
INTERCONTINENTAL EXCHANGE INC COM	93,551	93,551
INTUITIVE SURGICAL INC COM NEW STK	91,622	91,622
INVITATION HOMES INC COM	132,574	132,574
JOHNSON & JOHNSON COM USD1	129,158	129,158
JOHNSON CTLS INTL PLC COM USD 0.01	98,792	98,792
JONES LANG LASALLE INC COM STK	129,553	129,553
KEYCORP NEW COM	69,020	69,020
KEYSIGHT TECHNOLOGIES INC COM	126,591	126,591
KKR & CO INC CL A CL A	10,505	10,505
KRATOS DEFENSE & SECURITY SOLUTIONS INC	56,881	56,881
KROGER CO COM	77,078	77,078
LAB CORP AMER HLDGS COM NEW	63,470	63,470
LARGO RESOURCES COM NPV (POST REV SPLIT)	1,159,812	1,159,812
LENNAR CORP CL A CL A	105,589	105,589
LENNAR CORP CL B CL B	1,434	1,434
LIFE STORAGE INC COM	124,995	124,995
LINDE PLC COM USD 0.001	25,982	25,982
LIONS GATE ENTMT CORP VOTING SHARES CL A	77,409	77,409
LIVENT CORP COM	82,307	82,307
LIVEPERSON INC COM STK	67,939	67,939
LOWES COS INC COM	166,720	166,720
LULULEMON ATHLETICA INC COM	101,777	101,777
MARRIOTT INTL INC NEW COM STK CL A	26,934	26,934
MARSH & MCLENNAN CO'S INC COM	120,457	120,457
MARTEN TRANS LTD COM	39,863	39,863
MARTIN MARIETTA MATLS INC COM	96,033	96,033
MASCO CORP COM	78,506	78,506
MASTERCARD INC CL A	220,263	220,263
MATCH GROUP INC NEW COM	36,104	36,104
MATERION CORP COM	65,921	65,921
MEDTRONIC PLC COMMON STOCK	145,348	145,348
METHANEX CORP COM STK	74,473	74,473
METTLER-TOLEDO INTL INC COM	67,888	67,888
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD	5,875,204	5,875,204
MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD	2,952,198	2,952,198
MFC VANGUARD INDEX FDS	22,481,203	22,481,203
MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF	6,547,218	6,547,218
MFO INVESCO DEVELOPING MARKETS FUND	2,806,960	2,806,960
MGM GROWTH PPTYS LLC CL A COM	105,842	105,842
MICROCHIP TECHNOLOGY INC COM	227,837	227,837
MICROSOFT CORP COM	516,924	516,924
MONDELEZ INTL INC COM	70,222	70,222
MONTROSE ENVIRONMENTAL GROUP INC COM	92,439	92,439
MSCI INC COMMON	53,304	53,304
NATIONAL BK HLDGS CORP CL A COM STK	58,133	58,133
NATIONAL RETAIL PPTYS INC COM STK	116,570	116,570
NEOGENOMICS INC COM NEW COM NEW	59,710	59,710
NETFLIX INC COM STK	190,371	190,371
NEWLAKE REIT	1,910,346	1,910,346
NIKE INC CL B	137,836	137,836
NVIDIA CORP COM	183,819	183,819
OKTA INC CL A CL A	14,571	14,571
OLIN CORP COM	141,902	141,902
OPTIMIZERX CORP COM NEW COM NEW	36,396	36,396
PACKAGING CORP AMER COM	44,385	44,385
PAR TECHNOLOGY CORP COM	55,989	55,989
PARK HOTELS & RESORTS INC COM	114,734	114,734
PARKER-HANNIFIN CORP COM	85,256	85,256
PAYPAL HLDGS INC COM	165,761	165,761
PEDIATRIX MEDICAL GROUP INC	42,937	42,937
PERRIGO COMPANY LIMITED COM EUR0.001	52,282	52,282
PHILIP MORRIS INTL COM STK NPV	89,205	89,205
PHILLIPS 66 COM	43,621	43,621
PNC FINANCIAL SERVICES GROUP COM STK	79,807	79,807
PROCTER & GAMBLE COM NPV	83,426	83,426
PROGRESSIVE CORP OH COM	77,501	77,501
PROLOGIS INC COM	323,756	323,756
PT BANK MANDIRI TBK UNSPON ADR	33,881	33,881
QUALCOMM INC COM	111,185	111,185
RADIUS GLOBAL INFRASTRUCTURE INC CL A CLA	39,171	39,171
RANPAK HLDGS CORP CL A COM CL A COM	87,674	87,674
RAYMOND JAMES FNCL INC COM STK	80,922	80,922
REINSURANCE GROUP AMER INC COM NEW STK	39,635	39,635
RENAISSANCE RE HLDGS LTD COM	58,588	58,588
REPUBLIC SVCS INC COM	113,373	113,373
RESMED INC COM	79,446	79,446
RETAIL OPPORTUNITY INVTS CORP COM STK	68,933	68,933
REXFORD INDL RLTY INC COM	101,388	101,388
ROBLOX CORP COM USD0.0001 CL A	23,933	23,933
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR	193,049	193,049
ROSS STORES INC COM	151,421	151,421
ROYAL DUTCH SHELL PLC	242,186	242,186
RPM INTL INC	71,508	71,508
S&P GLOBAL INC COM	28,788	28,788
SAIA INC COM STK	98,750	98,750
SANOFI SPONSORED ADR	139,879	139,879
SAP SE-SPONSORED ADR	199,516	199,516
SBA COMMUNICATIONS CORP	154,052	154,052
SCOTTS MIRACLE-GRO CLASS'A'COM NPV	48,300	48,300
SEALED AIR CORP NEW COM STK	78,333	78,333
SENSATA TECHNOLOGIES B V HOLDING	81,431	81,431
SERVICENOW INC COM USD 0.001	123,331	123,331
SGS SA	20,901	20,901
SHIONOGI & CO LTD ADR	33,599	33,599
SHOPIFY INC CL A SHOPIFY INC	202,476	202,476
SIGNET JEWELERS LTD ORD USD 0.18	137,333	137,333
SIKA AG ADR	68,366	68,366
SILK RD MED INC COM	36,261	36,261
SITEONE LANDSCAPE SUPPLY INC COM	45,306	45,306
SKYWEST INC COM	48,889	48,889
SKYWORKS SOLUTIONS INC COM	94,325	94,325
SMUCKER J M CO COM NEW	72,120	72,120
SNAP INC SNAP INC	41,151	41,151
SNAP-ON INC COM	58,583	58,583
SNOWFLAKE INC CL A CL A	38,618	38,618
SPIRIT REALTY CAPITAL INC COM	143,317	143,317
SPOTIFY TECHNOLOGY S A COM EUR0.025	8,893	8,893
SPROUT SOCIAL INC COM CL A	76,724	76,724
SQUARE INC CL A CL A	43,123	43,123
STANLEY BLACK & DECKER INC COM	80,918	80,918
STARBUCKS CORP COM	85,622	85,622
STATE STR CORP COM	128,340	128,340
STERICYCLE INC COM	50,992	50,992
STERIS PLC ORD USD 0.001	56,715	56,715
STIFEL FINL CORP COM	73,871	73,871
SUN COMMUNITIES INC COM	248,185	248,185
SYNEOS HEALTH INC COM	68,282	68,282
SYNOPSYS INC COM	86,229	86,229
SYSCO CORP COM	168,489	168,489
SYSMEX CORP ADR	40,798	40,798
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS	105,455	105,455
TARGET CORP COM STK	40,733	40,733
TERRENO RLTY CORP	62,944	62,944
TESLA INC COM USD 0.001	244,116	244,116
THE TRADE DESK INC COM CL A	33,540	33,540
THERMO FISHER CORP	102,755	102,755
TJX COS INC COM NEW	88,371	88,371
TRONOX HOLDINGS PLC ORD USD0.01	48,925	48,925
TTEC HLDGS INC COM USD 0.01	73,346	73,346
TWILIO INC CL A CL A	23,437	23,437
TWITTER INC COM	55,278	55,278
TYSON FOODS INC CL A COM (DELAWARE)	56,828	56,828
UBER TECHNOLOGIES INC COM USD 0.00001	62,685	62,685
UDR INC COM STK	163,173	163,173
UNITEDHEALTH GROUP INC COM	328,400	328,400
UNITED PARCEL SVC INC CL B	118,744	118,744
UNIVAR SOLUTIONS INC	61,746	61,746
US BANCORP	140,144	140,144
VANGUARD FTSE DEVELOPED MARKETS ETF	16,772,189	16,772,189
VENTAS INC REIT	113,742	113,742
VERACYTE INC COM	61,141	61,141
VICI PPTYS INC COM	84,037	84,037
VICOR CORP COM	90,537	90,537
VISA INC COM CL A STK	184,853	184,853
VISTEON CORP COM NEW COM NEW	98,025	98,025
VIZIO HLDG CORP CL A COM CL A COM	48,284	48,284
WALGREENS BOOTS ALLIANCE INC COM	32,913	32,913
WEC ENERGY GROUP INC COM	54,359	54,359
WOODWARD INC COM	54,730	54,730
WORKDAY INC CL A COM USD 0.001	23,493	23,493
WW INTL INC COM	29,824	29,824
XILINX INC COM	80,995	80,995
XP INC COM USD0.00001 CLASS A	21,153	21,153
XYLEM INC COM	78,188	78,188
YANDEX N.V. COM USD0.01 CL 'A	15,851	15,851
ZOETIS INC COM USD0.01 CL 'A'	145,442	145,442
ZOOMINFO TECHNOLOGIES INC COM USD0.01	13,546	13,546

- TIN:

TY 2021 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
ASIA-PACIFIC CREDIT	FMV	1,248,688	1,248,688
ELM PARK CREDIT III	FMV	609,636	609,636
ELM PARK CREDIT OPP FUND II	FMV	137,896	137,896
EMERGING EUROPE GROWTH II	FMV	2,783	2,783
FORTRESS MSR	FMV	274,014	274,014
GCP FUND III REIT & CORP	FMV	4,047,844	4,047,844
GCP FUND IV REIT	FMV	1,933,376	1,933,376
GCP FUND V REIT	FMV	90,824	90,824
GS MEZZANINE	FMV	20,189	20,189
INVESCO MORTG RECOVERY	FMV	57,074	57,074
KAYNE ANDERSON RE DEBT	FMV	869,388	869,388
KAYNE RENEWABLE OPPORTUNITIES	FMV	138,816	138,816
MARTIS PARTNERS III	FMV	1,280,197	1,280,197
NATRON ENERGY INC.	FMV	289,477	289,477
OAKTREE RE DEBT FUND CAYMAN	FMV	1,099	1,099
OAKTREE RE DEBT II FEED CAYMAN	FMV	183,002	183,002
OHA EUROPEAN SCF OFFSHORE	FMV	71,900	71,900
OLEA SPECIAL OPP	FMV	1,050,474	1,050,474
PENNANTPARK SENIOR CREDIT CAYMAN	FMV	991,064	991,064
SCG ATLAS	FMV	478,828	478,828
SKELLIG OFFSHORE	FMV	42,621	42,621
STARWOOD OPPORTUNITY FUND	FMV	248,144	248,144
TACONIC CRE DISLOCATION	FMV	991,766	991,766
TACONIC EUROPEAN FUND II	FMV	872,634	872,634
TAIGA SPECIAL OPP	FMV	978,691	978,691
VWH OFFSHORE FUND LP	FMV	1,071,703	1,071,703
XPV WATER FUND	FMV	466,445	466,445

- TIN:

TY 2021 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	24,073	24,073	0
COMPUTER EQUIPMENT	28,523	26,502	2,021	2,021
LEASEHOLD IMPROVEMENTS	11,922	11,922	0

- TIN:

TY 2021 LegalFeesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	168,329	16,833		151,496

- TIN:

TY 2021 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
INTEREST RECEIVABLE	96,580	26,821	26,821
DIVIDENDS RECEIVABLE	27,529	27,956	27,956
PARTNERSHIP DISTRIBUTION RECEIVABLE	93,467	9,347	9,347
PROGRAM-RELATED INVESTMENT: CIVICA, INC.	4,217,309	4,434,282	4,434,282

- TIN:

TY 2021 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	20,177	7,627	12,550
DUES & SUBSCRIPTIONS	24,168	167	24,001
FEES	14,247	3,562	10,686
GRANTEE PROJECT EXPENSES	2,869	0	2,869
INSURANCE	31,287	6,737	24,550
IT SUPPORT	39,480	9,870	29,609
MISCELLANEOUS EXPENSES	1,466	366	1,099
POSTAGE	1,017	254	763
TELEPHONE	23,884	5,971	17,914

- TIN:

TY 2021 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	1,049,677	1,049,677	1,049,677
PROGRAM-RELATED INVESTMENT - INTEREST INCOME	217,418	217,418	217,418
INVESTMENT INCOME - GAIN FROM LEGAL SETTLEMENTS	313	313	313

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Description	Amount
UNREALIZED LOSS ON INVESTMENTS	6,136,036

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
ADVOCACY AND ADMINISTRATION	691,397	56,987	634,410
INVESTMENT FEES	406,299	406,299	0
TEMPORARY EMPLOYEE SALARIES	2,911	0	2,911
EMPLOYMENT AGENCY PLACEMENT FEE	64,400	0	64,400

- TIN:

TY 2021 TaxesSchedule

Name:

GARY AND MARY WEST FOUNDATION

EIN:

47-0793015

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX	440,457	0	0
PAYROLL TAXES	45,831	9,869	35,962
OTHER TAXES	1,948	487	0