Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WEST END HEALTH FOUNDATION
 
% KEITH G LACOSSE
Number and street (or P.O. box number if mail is not delivered to street address)101 WEST WASHINGTON STREET STE 10
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARQUETTE, MI49855
A Employer identification number

38-3040125
B Telephone number (see instructions)

(906) 486-4496
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,615,599J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 15,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 731 731 731
4 Dividends and interest from securities... 173,766 173,766 173,766
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,400
b Gross sales price for all assets on line 6a 542,052
7 Capital gain net income (from Part IV, line 2)... 77,400
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,795   19,795
12 Total. Add lines 1 through 11........ 286,692 251,897 194,292
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,195     5,195
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,956 25,956   28,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
51,962 6,804 45,158  
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
763    
20 Occupancy.............. 3,906     3,906
21 Travel, conferences, and meetings....... 586     586
22 Printing and publications.......... 445     445
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,257     38,257
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 155,070 32,760 45,158 76,389
25 Contributions, gifts, grants paid....... 369,601 369,601
26 Total expenses and disbursements. Add lines 24 and 25 524,671 32,760 45,158 445,990
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -237,979
b Net investment income (if negative, enter -0-) 219,137
c Adjusted net income (if negative, enter -0-)... 149,134
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 39,717 13,845 13,845
2 Savings and temporary cash investments......... 181,120 141,851 141,851
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   371    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,297 1,297 1,297
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,273,003 Click to see attachment
List of Attached Documents:
// Content
9,433,145 		9,433,145
14 Land, buildings, and equipment: basis right arrow7,631
Less: accumulated depreciation (attach schedule) right arrow4,916 3,478 Click to see attachment
List of Attached Documents:
// Content
2,715 		2,715
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
49,685 		Click to see attachment
List of Attached Documents:
// Content
22,746 		Click to see attachment
List of Attached Documents:
// Content
22,746
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,548,671 9,615,599 9,615,599
Liabilities 17 Accounts payable and accrued expenses.......... 109 7,004
18 Grants payable.................    
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
24,332 		Click to see attachment
List of Attached Documents:
// Content
43,653
23 Total liabilities (add lines 17 through 22)......... 24,441 50,657
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,524,230 9,564,942
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 8,524,230 9,564,942
30 Total liabilities and net assets/fund balances (see instructions). 8,548,671 9,615,599
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,524,230
2
Enter amount from Part I, line 27a .....................
2
-237,979
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,278,691
4
Add lines 1, 2, and 3 ..........................
4
9,564,942
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,564,942
Form 990-PF (2023)
Form 990-PF (2023)
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 TROIX 1932.35 SHS P 2022-11-15 2023-03-29
b EIBIX 19962.261 SHS P 2020-06-30 2023-09-26
c FIDGX 472.908 SHS P 2017-12-19 2023-03-29
d FBKWX 5835.233 SHS P 2017-10-27 2023-09-26
e FSPGX 5369.15 SHS P 2018-04-26 2023-09-26
FLCOX 4792.798 SHS P 2018-04-26 2023-08-08
FPA NEW INC 563.674 SHS P 2020-06-30 2023-03-29
FPNIX 509.434 SHS P 2020-06-30 2023-09-26
IUS 35 SHS P 2018-12-21 2023-03-29
WOBDX 1773.931 SHS P 2020-05-21 2023-09-26
MCVIX 540.523 SHS P 2019-02-13 2023-08-08
PIFZX 851.854 SHS P 2018-01-29 2023-09-26
TNBMX 462.017 SHS P 2021-11-08 2023-09-26
MISIX 4562.171 SHS P 2015-06-19 2023-08-08
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,280   21,642 638
b 99,210   106,233 -7,023
c 11,870   12,669 -799
d 54,460   62,089 -7,629
e 141,890   82,369 59,521
74,910   57,630 17,280
5,400   5,667 -267
4,860   5,100 -240
3,032   1,781 1,251
17,420   20,675 -3,255
16,340   13,290 3,050
8,710   9,372 -662
3,710   4,446 -736
64,080   61,689 2,391
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       638
b       -7,023
c       -799
d       -7,629
e       59,521
      17,280
      -267
      -240
      1,251
      -3,255
      3,050
      -662
      -736
      2,391
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 77,400
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 638
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,046
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  
3 Add lines 1 and 2........................... 3 3,046
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,046
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 87
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,133
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowhttps//westendhf.org/
14
The books are in care ofright arrowKeith LaCosse Treasurer Telephone no.right arrow (906) 486-4496

Located atright arrowBox 267IshpemingMI ZIP+4right arrow49849
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
 
No
(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)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
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 (e) Expense account,
other allowances
THOMAS EDMARK PRESIDENT
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
AMY CLICKNER VICE PRESIDENT
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
KEITH LACOSSE TREASURER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
KORI BJORNE SECRETARY
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
PAUL BONETTI BOARD MEMBER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
ANDERA JACKSON BOARD MEMBER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
WAEL KHOULI BOARD MEMBER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
KARL LEHMANN BOARD MEMBER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
KURT LEHMANN BOARD MEMBER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
DEBBIE PELLOW BOARD MEMBER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
BRIAN SHERIDAN BOARD MEMBER
001.00 		0    
101 W WASHINGTON ST STE 10
MARQUETTE,MI49855
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
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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 Programmatic Grants: Various local nonprofit organizations received grant funding with the primary purpose promoting health and wellness-related activities. 100,000
2 School Partnership Grants: 4 local school districts received grant funding for healthcare education programming. 100,000
3 Special event payout: 4 local nonprofit organizations received proceeds from the Foundation's special event proceeds; the proceeds were used for heatlh and wellness related activities. 59,505
4 Proactive & Discretionary Grants: Various local nonprofit organizations received proceeds preventing & reducing illness & disease, food insecurity initiatives, and to promote the health, education, and welfare of the community. 110,096
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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,803,800
b
Average of monthly cash balances.......................
1b
209,137
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,012,937
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
9,012,937
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
135,194
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,877,743
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
443,887
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.)
1
Minimum investment return from Part IX, line 6..................
1
443,887
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,046
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,046
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
440,841
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
440,841
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
440,841
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment
List of Attached Documents:
// Content
..........
1a
445,990
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
445,990
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 440,841
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 314,318
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 445,990
a Applied to 2022, but not more than line 2a 314,318
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 131,672
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		309,169
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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)
aPaid during the year

City of Negaunee

319 W Case Street
Negaunee,MI49866 		  GOV Lacombe Field Universal Access 10,000

Copper Shores Community Health Foundation

400 Quincy Street
Hancock,MI49930 		  PC Applied Suicide Intervention Skills Training ASIST 6,600

Courage Inc

524 N Durkee St
Appleton,WI54911 		  PC Box truck 10,000

Evergreen Award of Marquette County

100 N Front Street
Marquette,MI49855 		  PC Community Outreach 250

Feeding America West Michigan

864 W River Center Dr NE
Comstock,MI49321 		  PC Programmatic 10,000

Girl Scouts of the NW Great Lakes

712 Chippewa Square Suite 202
Marquette,MI49855 		  PC Leadership Experience - Grantee 2,500

Great Lakes Recovery Center

97 South Fourth St Suite C
Ishpeming,MI49849 		  PC Proactive Grant Mental Health Programming 69,500

Greater Ishpeming Commission of Aging

PO Box 548
Ishpeming,MI49849 		  PC Seniors LIVE Program 2,396

Grow and Lead

712 Chippewa Square Suite 200
Marquette,MI49855 		  PC Non-Profit Conference Sponsor 500

Hope Free Lutheran Church

795 N Lake Drive
Ishpeming,MI49849 		  PC Sponsorship for food boxes 1,000

Ishpeming Cancer Society

7955 County Road Ch
Ishpeming,MI49849 		  PC Patient Care Services Grantee 10,000

Ishpeming Carnegie Public Library

317 N Main Street
Ishpeming,MI49849 		  GOV Library Childrens Programming 250

Ishpeming Gus Macker

910 US HWY 41
Ishpeming,MI49849 		  PC Cart Sponsor 400

Ishpeming Independence Day Committee

PO Box 173
Ishpeming,MI49849 		  PC All-American Title Sponsor 1,000

Ishpeming Public Schools

319 East Division St
Ishpeming,MI49849 		  GOV Schools Grant 2023/24 25,000

Ishpeming Wesley United Methodist Church

801 Hemlock Street
Ishpeming,MI49849 		  PC Keep Kids Warm 1,000

Ishpeming-Negaunee-NICE Community Schools

101 South Pioneer Ave
Negaunee,MI49866 		  GOV Schools Grant 2023/24 5,220

Just Believe

50 Edgewood Drive
Marquette,MI49855 		  PC Melanoma awareness programming 3,580

Kiwanis Club of Ishpeming

PO Box 604
Ishpeming,MI49849 		  PC Ray Leverton Memorial Playground 2,300

Lake Superior Community Partnership

101 W Washington St Ste 10
Marquette,MI49855 		  PC LSCP Annual Dinner sponsor 1,550

Lakeview School Garden

101 South Pioneer Ave
Negaunee,MI49866 		  GOV Elementary School Garden Programming 300

Marquette County - Rescue 131

236 W Baraga Avenue
Marquette,MI49855 		  GOV Kevlar vests and helmets 8,000

Marquette County Habitat for Humanity

2354 US 41 South
Marquette,MI49855 		  PC Ramp Program 10,000

Marquette County Health Department

184 US HWY 41 E
Negaunee,MI49866 		  GOV Dental Prevention Outreach Program and MC2 21,005

MI Veteran Homes DJ Jacobetti

425 Fisher St
Marquette,MI49855 		  GOV Hero Sponsor 250

My Community Dental Centers

2940 Parkview Drive
Petoskey,MI49770 		  NC Dental programming for all 10,000

Negaunee Public Schools

101 South Pioneer Ave
Negaunee,MI49866 		  GOV Schools Grant 2023/24 26,600

NICE Community Schools

300 Westwood Drive
Ishpeming,MI49849 		  GOV Schools Grant 2023/24 25,000

Partridge Creek Farm

500 W Division Street
Ishpeming,MI49849 		  PC Build out of Cooler 5,700

Republic Michigamme Schools

227 Maple Street
Republic,MI49879 		  GOV Schools Grant 2023/24 25,000

Start the Cycle

PO Box 815
Marquette,MI49855 		  PC 2023 Sponsorship 10,000

Superior Child Advocacy Center

3210 US Hwy 41 North
Marquette,MI49855 		  PC Child protection programming 5,000

Superior Connections Recovery Comm Org

120 N Front Street
Marquette,MI49855 		  PC Recovery programming 30,000

Superior Health Foundation

121 N Front Street
Marquette,MI49855 		  PC Paint the Peninsula Pink 500

Superior String Alliance

PO Box 52
Marquette,MI49855 		  PC Youth musician programming 1,200

UP Pink Power

2043 Woodland Drive
Ishpeming,MI49849 		  PC 2023 Golf Scramble 100

United Way of Marquette County

1414 W Fair Ave
Marquette,MI49855 		  PC TV6 Canathon 1,000

UP Children's Therapy

600 US Hwy 41 East
Negaunee,MI49866 		  PC Sideline Athletic Trainer coverage 10,000

UP Hospice Foundation

1125 West Ridge St
Marquette,MI49855 		  PC Hospice programming 2,500

UP Chapter of AACN

950 W Baraga Ave
Marquette,MI49855 		  NC UP Healthcare Conference 100

UPDON

1025 Coles Drive Suite B
Marquette,MI49855 		  PC Swim Teal Lake Fundraiser 10,000

Upper Peninsula Luge Club

W3062 Pinewood Ct
Appleton,WI54915 		  PC Lucy Hill Safety Security 4,300
Total .................................right arrow 3a 369,601
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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
aDirect public support     01 15,000  
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 731  
4 Dividends and interest from securities ....     14 173,766  
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 ............ 		    14 77,400  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSpecial event income 		    02 19,795  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   286,692  
13Total. Add line 12, columns (b), (d), and (e)..................
13
286,692
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part 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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
Yes
 
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
Yes
 
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1b(3) 3,906 Greater Ishemping-Negaunee Chamber of Commerce (501(c)6) Office rent
1c 28,000 Lake Superior Community Partnership (501(c)6) Administration duties accounting, marketing
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017659
Software Version: 23.1.0.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
WEST END HEALTH FOUNDATION
 
Employer identification number

38-3040125
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WEST END HEALTH FOUNDATION
  		Employer identification number
38-3040125
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
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WEST END HEALTH FOUNDATION
  		Employer identification number

38-3040125
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WEST END HEALTH FOUNDATION
  		Employer identification number

38-3040125
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2023)
Additional Data


Software ID: 23017659
Software Version: 23.1.0.0

TY 2023 AccountingFeesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Thomson Metiver PC - Reviewed Financial Statements Form 990 5,195     5,195

TY 2023 AllOthProgRltdInvestmentsSch
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount
NONE  

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

TY 2023 DepreciationSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Computer accessories 2018-07-10 2,109 1,898 SL 0000000005.000000000000 211      
Sharp Copier MX3070 2018-12-01 5,522 2,254 SL 0000000010.000000000000 552      

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Statement:
The State of Michigan requires domestic nonprofits to file an annual report and requires an annual license to solict. Nowhere on form CSCL/CD-269 Michigan Nonprofit Corporation Filing Information does it indicate that nonprofit tax returns need to be filed with Michigans Attorney General.

TY 2023 InvestmentsOtherSchedule2
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Money Market FMV 116,259 116,259
Equity Mutual Funds FMV 7,587,777 7,587,777
Fixed Income Mutual Funds FMV 1,729,109 1,729,109

TY 2023 LandEtcSchedule2
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Pams Computer accessories 2,109 2,109    
Sharp Copier MX3070 5,522 2,807 2,715 2,715


TY 2023 LegalFeesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


TY 2023 OtherAssetsSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Bell Baby Custodial Certificates of Deposit 22,301 22,746 22,746
Deferred federal excise tax asset 27,384    


TY 2023 OtherExpensesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Advertising 1,361     1,361
Dues Subscriptions 16,908     16,908
Insurance 2,586     2,586
Office Expenses 1,218     1,218
Direct Special Events Costs 16,184     16,184


TY 2023 OtherIncomeSchedule2
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Golf Classic Event 19,755   19,755
Other 40   40


TY 2023 OtherIncreasesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
Unrealized Investment Gains 1,278,691


TY 2023 OtherLiabilitiesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Description Beginning of Year - Book Value End of Year - Book Value
Bell Baby Custodial Certificates of Deposit 22,301 22,746
Excise Tax Payable 2,031 3,133
Deferred Excise Taxes   17,774


TY 2023 OtherProfessionalFeesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bell Financial - Investment Services 25,956 25,956    
LSCP - Admin Accounting Services 28,000     28,000


TY 2023 TaxesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 3,758 3,758    
Excise Taxes - Current 3,046 3,046    
Excise Taxes - Deferred 45,158   45,158