Civic Intelligence

Gary and Mary West Charitable Trust

990T • Fiscal year 2024 • EIN 87-3374164

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 06, 2025

Organization Profile

View Organization Page

10350 N Torrey Pines RoadLA Jolla, CA 92037

(858) 369-3160

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2021: $1,000Liabilities 2021: $0Net Assets 2021: $1,0002021Assets 2022: $328,719,511Liabilities 2022: $1,855,627Net Assets 2022: $326,863,8842022Assets 2023: $333,413,300Liabilities 2023: $1,078,662Net Assets 2023: $332,334,6382023Assets 2024: $411,230,787Liabilities 2024: $15,059,043Net Assets 2024: $396,171,7442024

Latest loaded filing

2024

Assets$411,230,787
Liabilities$15,059,043
Net Assets$396,171,744
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2021: $1,000Expenses 2021: $0Net Income 2021: $1,0002021Revenue 2022: $316,867Expenses 2022: $2,301,036Net Income 2022: -$1,984,1692022Revenue 2023: $16,909,732Expenses 2023: $33,596,598Net Income 2023: -$16,686,8662023Revenue 2024: $131,725,584Expenses 2024: $63,613,371Net Income 2024: $68,112,2132024

Latest loaded filing

2024

Revenue$131,725,584
Expenses$63,613,371
Net Income$68,112,213
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 6, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Gary and Mary West Charitable Trust
EIN
87-3374164
Phone
8583693160
Address
10350 N TORREY PINES ROAD, LA JOLLA, CA 92037

Signing Officer

Name
Kimberly Gill Mckinnon
Title
Administrative Trustee
Phone
8583693160
Signed
2025-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
695 TOWN CENTER DRIVE SUITE 1000, COSTA MESA, CA 92626
Preparer
Diana Mccutchen
Phone
7144367100
Raw XML Appendix85 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0SALLY HALLAK
IRS990T/BooksInCareOfDetail/PhoneNum08583693160
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt010350 NORTH TORREY PINES ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd092037
IRS990T/BookValueAssetsEOYAmt0411230787
IRS990T/CharitableContributionsDedAmt00
IRS990T/ExtsnRequestIncomeTaxPaidAmt05000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/OverpaymentAmt05000
IRS990T/OverpaymentSection/RefundAmt05000
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0198
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0198
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0198
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUALIFIED PARTNERSHIP INTERESTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0198
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0198
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt05000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0198
IRS990T/TotalUBTIBeforeSection199AAmt0198
IRS990T/TotalUBTIComputedAmt0198
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY GILL MCKINNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08583693160
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARY AND MARY WEST CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GARY
ReturnHeader/Filer/EIN0873374164
ReturnHeader/Filer/PhoneNum08583693160
ReturnHeader/Filer/USAddress/AddressLine1Txt010350 N TORREY PINES ROAD
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0695 TOWN CENTER DRIVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07144367100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA MCCUTCHEN
ReturnHeader/ReturnTs02025-10-08T21:53:22-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$411$15.1$396$132$63.6$68.1
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$333$1.08$332$16.9$33.6$16.7
2022Detailed filing. Detailed filing data is available for this year.$329$1.86$327$0.32$2.30$1.98
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00