Skip to content
Plinth

· Private foundation

Gary and Mary West Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$50M
Granted FY2024still arriving
23
Grants FY2024still arriving
9
States reached
$36M
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20222024.

Health$77MHuman Services$1.7MPhilanthropy$1.1MCrime & Legal$385kCommunity Improvement$50kHousing & Shelter$25kScience & Tech$25kRecreation & Sports$8k
02FY2024 · 23 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k1 grant · $8k
  • $10k–50k11 grants · $230k
  • $50k–250k8 grants · $753k
  • $250k+3 grants · $49M
$36,400
Median grant
9
States reached
$411M
Total assets
Largest grants
RecipientAmount
GARY AND MARY WEST HEALTH INSTITUTE$36,000,000
GARY AND MARY WEST HEALTH POLICY CENTER INC$12,000,000
OMAHA COMMUNITY FOUNDATION$520,000
LEGAL AID SOCIETY OF SAN DIEGO INC$192,500
SERVING SENIORS$130,500
SERVING SENIORS$105,000
SERVING SENIORS$87,000
SAN DIEGO SENIORS COMMUNITY FOUNDATION$75,000
SERVING SENIORS$63,000
INTERFAITH COMMUNITY SERVICES INC$50,000
INTERFAITH COMMUNITY SERVICES INC$50,000
APPLE TREE DENTAL$36,400
CHALLENGE CENTER$35,750
SPECIAL FORCES CHARITABLE TRUST$25,000
SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION$25,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY22–24, $1.5M) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 94% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%INTERCULTURAL SENIOR CENTER: $28k → 12%AMERICAN SOCIETY ON AGING: $25k → 10%THE SCAN FOUNDATION: $150k → 14%GRANTMAKERS IN AGING INC: $15k → 9%INTERCULTURAL SENIOR CENTER: $28k → 12%AMERICAN SOCIETY ON AGING: $25k → 10%GRANTMAKERS IN AGING INC: $10k → 9%GRANTMAKERS IN AGING INC: $10k → 9%GRANTMAKERS IN AGING INC: $8k → 9%SERVING SENIORS: $261k → 11%SERVING SENIORS: $168k → 11%SERVING SENIORS: $131k → 11%SERVING SENIORS: $131k → 11%SERVING SENIORS: $105k → 11%SERVING SENIORS: $87k → 11%SERVING SENIORS: $84k → 11%SERVING SENIORS: $63k → 11%SERVING SENIORS: $25k → 11%SERVING SENIORS: $25k → 11%SERVING SENIORS: $21k → 11%SAN DIEGO SENIORS COMMUNITY FOUNDATION: $75k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

VT
MN
NY
CA
CO
NE
NC
DC
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

99%of every dollar goes to organizations you’ve funded before.
$78M · 12 repeat orgs$543k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +12% since the first grant, against +3% for the ones you funded once.

12 repeat relationships — 10 still active in FY2024, 2 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
7

Total granted

$78M
$466k

Median revenue growth · since first grant

+12%
+3%

Still filing today

100%
100%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $78k went to new ones.

50%100%’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’23’24
HealthHuman ServicesCommunity ImprovementScience & TechHousing & ShelterPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • GA
    GARY AND MARY WEST HEALTH INSTITUTE
    2× · 2023–2024 · $58M · revenue +110% · 81% of their budget
  • GA
    GARY AND MARY WEST HEALTH POLICY CENTER INC
    2× · 2023–2024 · $18M · revenue +96%
  • SS
    SERVING SENIORS
    3× · 2022–2024 · $1.1M · revenue +36%

Funded once

  • GA
    GARY AND MARY WEST SENIOR DENTAL CENTER INC
    one grant, 2023 · $200k · revenue 0% · 41% of their budget
  • TS
    THE SCAN FOUNDATION
    one grant, 2023 · $150k · revenue +21%
  • OE
    OUTLOOK ENRICHMENT
    one grant, 2023 · $27k · revenue +3%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
National Investment Center for Seniors Housing & Care Inc

To enable the access and choice of america's seniors in their housing and care by providing data, analytics and connections that bring together investors and providers in the sector.

Human Services
2
Senior Access

Senior Access's mission is to help Marin's older and disabled adults remain independent and part of the community for as long as possible.

3
Senior Advocacy Services

Senior advocacy services promotes the health, dignity, rights and quality of life of seniors and disabled in the north bay.

Health
4
San Francisco Senior and Disability Action Dba Senior & Disability Action

Senior & Disability Action educates and mobilizes seniors and people with disabilities to secure individual rights and social justice. We work together to create a city and world in which seniors and people with disabilities can live well…

Unclassified
5
Senior Community Services Inc

To promote independent and meaningful living for older adults through direct services and programs in the home and community.

Human Services
6
Seniors in Service

To provide participant opportunities to low-income persons of ages 55 years and over that are located in northern nevada and northeastern california through its various programs.

7
Usaging

Usaging represents & supports the national network of area agencies on aging & advocates for the title vi native american aging programs that help older adults & people with disabilities live with optimal health, well-being, independence &…

8
Senior Health Foundation

To support the healthcare family of Midwest Geriatrics through fund raising and advocacy.

Human Services
9
Senior Advocacy Network

Free legal services to seniors.

Crime & Legal
10
Norse Home

Norse home is a non-profit senior living community dedicated to dignified aging. as part of this mission, norse home offers an assisted living program that meets the needs of seniors as their capabilities diminish with the process of aging.

Human Services
11
Leadingage North Carolina

Through advocacy, education, innovation and collaboration, the association provides expanded possibilities for aging, value to its members, and leadership to the field of aging.

Human Services
12
Senior Housing Assistance Group

The organization's mission is to foster low-income and affordable housing for seniors and to promote, through networking with other non-profits, the supports and services necessary to maintain independence and housing stability.

For reference, the grantee most central to the portfolio’s shape is San Diego Seniors Community Foundation and the most unlike its peers is Gary and Mary West Health Policy Center Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCommunity FoundationsLegal Aid & Immigration Ser…Community Health CentersSmall Business Development …Veteran Support ServicesSenior Support Services
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 28 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%0%<5yr15%8%5–10yr20%33%10–20yr17%17%20–35yr11%29%35–55yr13%13%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%0%5–10yr20%96%10–20yr17%0%20–35yr11%3%35–55yr13%1%55yr+

The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
0.0%0/26
the rest of the field
14%
26,003/186,952

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

26 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
26/26
Grantees still filing
16/26
Grew since you first funded

Where your money sits — by cause, then by grantee

GARY AND MARY WEST HEALTH INSTITUTE — $58,000,000 · HealthGARY AND MARY WEST HEALTH INSTITUTEGARY AND MARY WEST HEALTH POLICY CENTER INC — $18,000,000 · HealthGARY AND MARY WEST HEALTH POLICY CENTER INC+4 more — $82,000 · HealthSERVING SENIORS — $1,100,000 · Human ServicesTHE SCAN FOUNDATION — $150,000 · Human ServicesSAN DIEGO SENIORS COMMUNITY FOUNDATION — $75,000 · Human ServicesINTERCULTURAL SENIOR CENTER — $55,000 · Human ServicesAMERICAN SOCIETY ON AGING — $50,000 · Human Services+1 more — $43,000 · Human ServicesLEGAL AID SOCIETY OF SAN DIEGO — $385,000 · OtherGARY AND MARY WEST SENIOR DENTAL CENTER INC — $200,000 · OtherInterfaith Community Services Inc — $200,000 · OtherTHERAPY CENTER INC DBA CHALLENGE CENTER — $160,875 · OtherAPPLE TREE DENTAL — $72,800 · Other+3 more — $48,500 · OtherOmaha Community Foundation — $1,040,000 · Philanthropy+1 more — $25,000 · PhilanthropySAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION — $50,000 · Community ImprovementNATIONAL ACADEMY OF SCIENCES — $25,000 · Science & TechNOTRE DAME HOUSING INC — $25,000 · Housing & ShelterSILVER GATE YACHT CLUB FOUNDATION — $7,500 · Recreation & Sports
Health$76,082,000Human Services$1,473,000Other$1,067,175Philanthropy$1,065,000Community Improvement$50,000Science & Tech$25,000Housing & Shelter$25,000Recreation & Sports$7,500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetGARY AND MARY WEST HEALTH INSTITUTE — $58,000,000 over 2y, 81% of budgetSERVING SENIORS — $1,100,000 over 3y, 3.5% of budgetOmaha Community Foundation — $1,040,000 over 3y, 0.4% of budgetLEGAL AID SOCIETY OF SAN DIEGO — $385,000 over 2y, 0.7% of budgetGARY AND MARY WEST SENIOR DENTAL CENTER INC — $200,000 over 1y, 41% of budgetInterfaith Community Services Inc — $200,000 over 2y, 0.4% of budgetTHERAPY CENTER INC DBA CHALLENGE CENTER — $160,875 over 3y, 7.2% of budgetTHE SCAN FOUNDATION — $150,000 over 1y, 1.3% of budgetSAN DIEGO SENIORS COMMUNITY FOUNDATION — $75,000 over 1y, 7.4% of budgetAPPLE TREE DENTAL — $72,800 over 2y, 0.1% of budgetINTERCULTURAL SENIOR CENTER — $55,000 over 2y, 1.5% of budgetSAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION — $50,000 over 2y, 4.5% of budgetAMERICAN SOCIETY ON AGING — $50,000 over 2y, 0.9% of budgetGRANTMAKERS IN AGING INC — $43,000 over 3y, 1.4% of budgetOUTLOOK ENRICHMENT — $27,000 over 1y, 4.7% of budgetNATIONAL ACADEMY OF SCIENCES — $25,000 over 1y, 0.0% of budgetLAKE NONA INSTITUTE INC — $25,000 over 1y, 1.3% of budgetNOTRE DAME HOUSING INC — $25,000 over 1y, 8.8% of budgetTHE SPECIAL FORCES CHARITABLE TRUST — $25,000 over 1y, 0.5% of budgetVolunteers Assisting Seniors — $22,000 over 1y, 8.5% of budgetGifford Medical Center Inc — $20,000 over 2y, 0.0% of budgetMERRYMAKERS ASSOCIATION — $16,500 over 1y, 3.8% of budgetDENTAL LIFELINE NETWORK — $10,000 over 1y, 1.1% of budgetCalifornia Foundation on Aging — $10,000 over 1y, 5.0% of budgetSILVER GATE YACHT CLUB FOUNDATION — $7,500 over 1y, 4.4% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Gary and Mary West FoundationCA39.1× affinity16 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gary and Mary West Foundation · The Cushman Foundation · The Lozier Foundation · Nextfifty Initiative · Jewish Community Foundation of San Diego · The California Endowment · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Gary and Mary West Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%6%25%56%100%your share of their income ↑0%19%38%56%75%share of the org’s income from governmentmedian 0%
  • Gifford Medical Center Inc0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Gary and Mary West Charitable Trust?

Find your warmest path to Gary and Mary West Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 26 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph