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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$10,520,564J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 615 615 615
4 Dividends and interest from securities... 181,115 181,115 181,115
5a Gross rents............ 4,500   4,500
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 463,041
b Gross sales price for all assets on line 6a 1,400,932
7 Capital gain net income (from Part IV, line 2)... 463,041
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
20,173   20,173
12 Total. Add lines 1 through 11........ 669,444 644,771 206,403
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
5,500     5,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
57,769 29,349   28,420
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,041 7,041    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
552    
20 Occupancy.............. 13,507     13,507
21 Travel, conferences, and meetings....... 431     431
22 Printing and publications.......... 46     46
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,550     57,550
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,396 36,390   105,454
25 Contributions, gifts, grants paid....... 373,323 373,323
26 Total expenses and disbursements. Add lines 24 and 25 515,719 36,390   478,777
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 153,725
b Net investment income (if negative, enter -0-) 608,381
c Adjusted net income (if negative, enter -0-)... 206,403
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 13,845 2,062 2,062
2 Savings and temporary cash investments......... 141,851 60,835 60,835
3 Accounts receivable right arrow480
Less: allowance for doubtful accounts right arrow     480 480
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).......... 9,433,145 Click to see attachment
List of Attached Documents:
// Content
10,430,292 		10,430,292
14 Land, buildings, and equipment: basis right arrow7,631
Less: accumulated depreciation (attach schedule) right arrow5,468 2,715 Click to see attachment
List of Attached Documents:
// Content
2,163 		2,163
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
22,746 		Click to see attachment
List of Attached Documents:
// Content
23,435 		Click to see attachment
List of Attached Documents:
// Content
23,435
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,615,599 10,520,564 10,520,564
Liabilities 17 Accounts payable and accrued expenses.......... 7,004 10,768
18 Grants payable.................    
19 Deferred revenue.................   400
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
43,653 		Click to see attachment
List of Attached Documents:
// Content
42,434
23 Total liabilities (add lines 17 through 22)......... 50,657 53,602
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........... 9,564,942 10,466,962
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)..... 9,564,942 10,466,962
30 Total liabilities and net assets/fund balances (see instructions). 9,615,599 10,520,564
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
9,564,942
2
Enter amount from Part I, line 27a .....................
2
153,725
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
748,295
4
Add lines 1, 2, and 3 ..........................
4
10,466,962
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
10,466,962
Form 990-PF (2024)
Form 990-PF (2024)
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 AVFIX 3567.975 SHS P 2017-12-19 2024-05-03
b BEXIX 7317.547 SHS P 2020-10-01 2024-10-03
c FIDGX 3840.150 SHS P 2017-12-19 2024-04-10
d FSPGX 13020.223 SHS P 2018-04-26 2024-10-03
e FLCOX 8754.828 SHS P 2018-04-26 2024-10-03
MCVIX 4948.057 SHS P 2019-02-13 2024-10-03
TROIX 3204.828 P 2022-11-15 2024-10-03
TEFYX 4027.304 SHS P 2016-03-07 2024-10-03
MISIX 3190.007 SHS P 2018-01-29 2024-05-03
(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 90,020   88,215 1,805
b 120,520   115,660 4,860
c 119,700   102,879 16,821
d 446,140   211,473 234,667
e 163,190   106,881 56,309
165,870   122,363 43,507
43,810   36,251 7,559
151,940   110,985 40,955
48,520   43,184 5,336
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       1,805
b       4,860
c       16,821
d       234,667
e       56,309
      43,507
      7,559
      40,955
      5,336
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 2 463,041
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  
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 8,456
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 8,456
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 8,456
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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. 8 141
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 8,597
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowGrace Simula Telephone no.right arrow (906) 226-6591

Located atright arrow101 W Washington StreetMarquetteMI ZIP+4right arrow49855
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
No
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 TOSSAVA 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 (2024)
Form 990-PF (2024)
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. 63,323
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. 110,000
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 (2024)
Form 990-PF (2024)
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
10,074,962
b
Average of monthly cash balances.......................
1b
137,871
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,212,833
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
10,212,833
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
153,192
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,059,641
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
502,982
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
502,982
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,456
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,456
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
494,526
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
494,526
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
494,526
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
478,777
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
478,777
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 494,526
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 309,169
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 478,777
a Applied to 2023, but not more than line 2a 309,169
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 2024 distributable amount..... 169,608
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		324,918
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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 (2024)
Form 990-PF (2024)
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

906 Adventure Team

955 N Lakeshore Blvd
Marquette,MI49855 		  PC Trilogy Sponsorship - Polar Roll, Marji Gesick, Crusher 1,500

Adult Learning Systems

228 W Washington Ste 4
Marquette,MI49855 		  PC UP Walk a Mile 250

Alzheimer's Association

1229 W Washington Ste 6
Marquette,MI49855 		  PC West End Mqt Cty Dementia Outreach and Awareness Program 6,500

Camp Upeninsulin

1135 Co Road 492
Marquette,MI49855 		  PC Swim Teal Lake Grant 9,750

Courage Inc

524 N Durkee St
Appleton,WI54911 		  PC 2024 Equipment Upgrades 10,000

Evergreen Award of Marquette County

100 N Front Street
Marquette,MI49855 		  PC Evergreen Award Sponsorship 250

Fortune Lake Lutheran Camp

138 Fortune Lake Camp Road
Crystal Falls,MI49920 		  PC In Memory of Gary P. Bjorne 50

Girl Scouts of the NW Great Lakes

712 Chippewa Square Suite 202
Marquette,MI49855 		  PC Girl Scout Leadership Experience 2,500

Great Lakes Recovery Center

97 South Fourth St Suite C
Ishpeming,MI49849 		  PC Proactive Grant Mental Health Programming 60,000

Greater Ishpeming Commission of Aging

PO Box 548
Ishpeming,MI49849 		  PC West End Senior Grocery Getters Sponsorship 25,410

Hope Free Lutheran Church

795 N Lake Drive
Ishpeming,MI49849 		  PC Food Pantry 1,000

Ishpeming Cancer Society

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

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 Sponsorship - Student Mental Health Support 25,000

Ishpeming Ski Club

PO Box 127
Ishpeming,MI49849 		  NC Ski Jumping Tournament 500

Ishpeming-Negaunee-NICE Community Schools

101 South Pioneer Ave
Negaunee,MI49866 		  GOV Adult Basic Education Beyond 26 7,500

Kiwanis Club of Ishpeming

PO Box 604
Ishpeming,MI49849 		  PC Golf Outing 400

Lake Superior Community Partnership

101 W Washington St Ste 10
Marquette,MI49855 		  PC Small Business Celebration Sponsorship 700

Lakeview School Garden

101 South Pioneer Ave
Negaunee,MI49866 		  GOV Elementary School Garden Programming 11,840

Marquette County - Search and Rescue

236 W Baraga Avenue
Marquette,MI49855 		  GOV Off shore water rescue equipment 8,250

Marquette County 4H

184 US HWY 41 E
Negaunee,MI49866 		  GOV West End Youth Summer Program 100

Marquette County Habitat for Humanity

2354 US 41 South
Marquette,MI49855 		  PC Home repair program 10,000

Marquette County Health Department

184 US HWY 41 E
Negaunee,MI49866 		  GOV MC2 18,673

Michigamme United Methodist Institute

3667 US Highway 41 W
Michigamme,MI49861 		  PC Lawn mower 2,750

MI Veteran Homes DJ Jacobetti

425 Fisher St
Marquette,MI49855 		  GOV Charitable Support - Golf 250

Negaunee Nets

PO Box 172
Negaunee,MI49866 		  PC Irontown Classic Sponsorship 300

Negaunee Public Schools

101 South Pioneer Ave
Negaunee,MI49866 		  GOV Sponsorship - District Health Coordinator 25,000

Negaunee Senior Center

410 Jackson St
Negaunee,MI49866 		  GOV Capturing memories, Expanding horizons 2,500

NICE Community Schools

300 Westwood Drive
Ishpeming,MI49849 		  GOV Sponsorship - Full Time School Nurse 25,000

Partridge Creek Farm

500 W Division Street
Ishpeming,MI49849 		  PC Growing and Eating for Better Health in Ishpeming 12,750

Pregnancy Services of Marquette

1213 N 3rd Street
Marquette,MI49855 		  NC Food Freshen UP 2,000

Republic Michigamme Schools

227 Maple Street
Republic,MI49879 		  GOV Sponsorship - Mental Health Rescue 25,000

Richmond Township Community Club

2761 M35
Negaunee,MI49866 		  GOV Fishing Derby 500

Room at the Inn

447 W Washington St
Marquette,MI49855 		  PC Scattered Site Family Emergency Shelter 2,000

Salvation Army

222 E Division
Ishpeming,MI49849 		  PC Bridging the Gap 5,500

Six Feet Over

PO Box 32394
Detroit,MI48232 		  PC reimb for trauma cleanup 5,000

St Vincent De Paul

322 Cleveland Ave
Ishpeming,MI49849 		  PC Food Pantry 500

Start the Cycle

PO Box 815
Marquette,MI49855 		  PC 2024 Sponsorship 10,000

Superior Child Advocacy Center

3210 US Hwy 41 North
Marquette,MI49855 		  PC Triage Response - Child Abuse 10,000

Superior Health Foundation

121 N Front Street
Marquette,MI49855 		  PC Golf Cart Sponsor 250

Superior Shore Systems

3555 Co Road PPL
Ishpeming,MI49849 		  PC Boxes for food 4,500

UP Pink Power

2043 Woodland Drive
Ishpeming,MI49849 		  PC 2024 Golf Scramble 100

United Way of Marquette County

1414 W Fair Ave
Marquette,MI49855 		  PC TV6 Canathon 500

UP Children's Therapy

600 US Hwy 41 East
Negaunee,MI49866 		  PC Sideline Athletic Trainer - Summer Speech Therapy Program 16,500

Wesley United Methodist Church

801 Hemlock Street
Ishpeming,MI49849 		  PC 2024 Sponsorship 1,000

West End Township - EMS

1555 Co Road 496
Ishpeming,MI49849 		  GOV AED upgrades 10,000

Women's Center

1310 S Front Street
Marquette,MI49855 		  PC Harbor House food 250
Total .................................right arrow 3a 373,323
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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    
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 615  
4 Dividends and interest from securities ....     14 181,115  
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 ............ 		    14 463,041  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSpecial event income 		    02 19,373  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   664,144  
13Total. Add line 12, columns (b), (d), and (e)..................
13
664,144
(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 (2024)
Form 990-PF (2024)
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)
 
No
(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
1c 28,420 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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WEST END HEALTH FOUNDATION
  		Employer identification number
38-3040125
Part I
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0

TY 2024 AccountingFeesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Thomson Metiver PC - Reviewed Financial Statements Form 990 5,500     5,500

TY 2024 AllOthProgRltdInvestmentsSch
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount
NONE  

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

TY 2024 DepreciationSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
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 2,109 SL 0000000005.000000000000        
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TY 2024 ExplnOfNonFilingWithAGStmt
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
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 2024 InvestmentsOtherSchedule2
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Money Market FMV 144,149 144,149
Equity Mutual Funds FMV 7,861,783 7,861,783
Fixed Income Mutual Funds FMV 2,424,360 2,424,360

TY 2024 LandEtcSchedule2
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
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 3,359 2,163 2,163


TY 2024 LegalFeesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


TY 2024 OtherAssetsSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Bell Baby Custodial Certificates of Deposit 22,746 23,435 23,435


TY 2024 OtherExpensesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Advertising 60     60
Dues Subscriptions 29,720     29,720
Insurance 2,939     2,939
Office Expenses 1,333     1,333
Direct Special Events Costs 19,847     19,847
Other 3,651     3,651


TY 2024 OtherIncomeSchedule2
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Golf Classic Event 18,423   18,423
Teal Lake Swim Event 950   950
Other 800   800


TY 2024 OtherIncreasesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
Unrealized Investment Gains 748,295


TY 2024 OtherLiabilitiesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value
Bell Baby Custodial Certificates of Deposit 22,746 23,435
Excise Tax Payable 3,133 8,598
Deferred Excise Taxes 17,774 10,401


TY 2024 OtherProfessionalFeesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bell Financial - Investment Services 29,349 29,349    
LSCP - Admin Accounting Services 28,420     28,420


TY 2024 TaxesSchedule
Name:
WEST END HEALTH FOUNDATION
EIN:
38-3040125
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 5,957 5,957    
Excise Taxes - Current 1,084 1,084