2026-07-27T09:02:43-05:00 2025-12-31 382184825 HUNGERFORD CPAS ADVISORS 4927 STARIHA DRIVE MUSKEGON MI 49441 990 2025-01-01 382841014 OSTEOPATHIC FOUNDATION OF WEST MI OSTE 2317200288 800 E ELLIS ROAD 519 NORTON SHORES MI 49441 JOSE INFANTE PRESIDENT 2317200288 2026-07-08 1 STACY L MELLEMA CPA P01316144 2317987500 2026-07-08 2025 2025-03-06 01:10:19Z JOSE INFANTE 800 E ELLIS ROAD 519 NORTON SHORES MI 49441 1322860 0 X WWW.OSTEOPATHICFOUNDATION.ORG X 1988 MI SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE. 12 11 3 10 0 0 3773 10000 24193 10119 580939 1302741 0 0 608905 1322860 107304 346534 0 0 160755 179950 0 0 17171 230457 225721 498516 752205 110389 570655 10701035 10647083 290730 313521 10410305 10333562 SUPPORT PROGRAMS WHICH PRODUCE ADVANCES ON ISSUES OF IMPORTANCE TO OSTEOPATHIC MEDICINE AND THE COMMUNITY'S HEALTH AND WELFARE. 0 0 456057 346534 1163727 BETTER THE LIVES OF AREA RESIDENTS THROUGH INVESTING AND ADMINISTERING GIFTS AND ISSUING GRANTS FOR SPECIFIC CHARITABLE AND EDUCATIONAL PROGRAMS. 456057 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 5 0 3 1 0 0 0 0 0 0 0 0 0 0 X 12 11 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X JOSE INFANTE 2317200288 800 E ELLIS ROAD 519 NORTON SHORES MI 49441 ABBEI MONROE ASSOCIATE DIRECTOR 40.00 X 76000 0 2377 JOSE INFANTE PRESIDENT 40.00 X X 70149 0 0 PATRICIA J ROY DO VICE PRESIDENT 1.00 X X 0 0 0 DENNIS CHERETTE CCIM SECRETARY 1.00 X X 0 0 0 ROGER SPOELMAN DBA TREASURER 1.00 X X 0 0 0 JOHN MCDONALD DO DIRECTOR EMERITUS 1.00 X 0 0 0 LANA JOUBERT DO DIRECTOR 1.00 X 0 0 0 JUSTIN GRILL DO DIRECTOR 1.00 X 0 0 0 FREDRIC D LEVIN DO DIRECTOR 1.00 X 0 0 0 CAROL MARKIEWICZ DO DIRECTOR 1.00 X 0 0 0 THOMAS GRAFF DO DIRECTOR 1.00 X 0 0 0 GARY ALLORE DIRECTOR 1.00 X 0 0 0 STEVEN T WISNESKI DIRECTOR 1.00 X 0 0 0 MARK F FAZAKERLEY DIRECTOR 1.00 X 0 0 0 RACHAEL FOLKMIER-LANE DO DIRECTOR 1.00 X 0 0 0 146149 0 2377 0 0 0 0 0 10000 10000 REGISTRATION FEES 900099 6513 6513 VENDOR SUPPORT 900099 2886 2886 OTHER 900099 720 720 10119 149133 149133 1153608 0 1153608 1153608 1153608 1322860 1163727 0 149133 297484 297484 49050 49050 148526 45152 95537 7837 20883 7497 7498 5888 2728 1365 1363 7813 3907 3906 2059 206 1853 19809 1981 17828 49592 9918 39674 15254 5519 9735 5746 1133 4533 80 6224 1556 3501 1167 11730 2933 6598 2199 3251 325 2926 BOARD EXPNESES 69023 69023 OTHER SPONSORSHIPS 24281 24281 OTHER 18752 3750 15002 752205 456057 278977 17171 187604 523339 81160 1186 430838 408321 4627 4627 0 0 6061259 3992311 3940174 5721926 10701035 10647083 7805 12244 282925 301277 290730 313521 X 10410305 10333562 10410305 10333562 10701035 10647083 570655 -647398 0 X X 1 X 0 0 0 X X 1 MERCY HEALTH MUSKEGON 382113393 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: MERCY'S CEO IS ON THE GRANT MAKING COMMITTEE AND JOSE INFANTE, WHO IS ON MERCY'S REGIONAL BOARD, IS ON THE FINANCE COMMITTEE. IN ADDITION, THE FOUNDATION HAS WORKED CLOSELY WITH MERCY HEALTH'S PHILANTHROPIC DIRECTOR ON GRANTS. MOREOVER, THE ENTIRE BOARD VOTES ON ALL GRANTS AND INVESTMENT DECISIONS. PART IV, SECTION E, LINE 2A: THE ORGANIZATION MADE GRANTS OF $49,050 THAT PROVIDED SCHOLARSHIPS TO STUDENTS WITH TIES TO THE MUSKEGON AREA AND SUPPORT PROGRAMS WHICH ENCOURAGE LOCAL STUDENTS TO PURSUE A DOCTOR OF OSTEOPATHY DEGREE. THE ORGANIZATION ALSO MADE $297,484 IN WELLNESS GRANTS TO COMMUNITY ORGANIZATIONS WHICH BETTER THE LIVES OF AREA RESIDENTS AND FURTHER THE MISSION OF THE ORGANIZATION AND THE MISSION OF MERCY HEALTH MUSKEGON. PART IV, SECTION E, LINE 2B: ALL OF THESE PROGRAMS FURTHER THE EXEMPT PURPOSE OF MERCY HEALTH MUSKEGON, SINCE THEY ALL PROMOTE HEALTH AND HEALTHCARE IN THE COMMUNITY AND, EXCEPT FOR THE FOUNDATION'S INVOLVEMENT, WOULD BE ENGAGED IN BY MERCY HEALTH MUSKEGON. 4627 4627 0 0 PORTFOLIO FUND I, LLC 86298 C AASH-N, LLC 600000 C TRIBUNE BUILDING, LLC 848333 C HARMONY LAKES 2187295 C CG PITCH & PUTT 2000000 C 5721926 X PART X, LINE 2: THE ORGANIZATION EVALUATES CERTAIN TAX POSITIONS IN ACCORDANCE WITH EXISTING GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MAKES SUCH ACCRUALS AND DISCLOSURES AS MIGHT BE REQUIRED THEREUNDER. UNDER THAT GUIDANCE, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY EITHER FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 JUNIOR ACHIEVEMENT OF THE MICHIGAN GREAT LAKES 4090 LAKE DRIVE SE GRAND RAPIDS MI 49546 381557861 501C3 6100 0 GENERAL SUPPORT FRESH COAST ALLIANCE 1128 ROBERTS ST MUSKEGON MI 49442 461973615 501C3 15000 0 GENERAL SUPPORT MOSAIC COUNSELING 1703 S DESPELDER ST GRAND HAVEN MI 49417 382216806 501C3 25000 0 GENERAL SUPPORT KINGDOM HOMESTEAD -LOVE N GRACE HEALING CENTER 2735 E APPLE AVE STE C MUSKEGON MI 49442 821745840 501C3 32600 0 GENERAL SUPPORT TRINITY HEALTH MUSKEGON 1500 E SHERMAN BLVD MUSKEGON MI 49444 382589966 501C3 181372 0 GENERAL SUPPORT MEDICAL EDUCATION SCHOLARSHIP 3 15000 MEDICAL EDUCATION SCHOLARSHIP OSTEOCHAMPS 36 34050 MEDICAL EDUCATION SCHOLARSHIP PART I, LINE 2: GRANTS ARE RECORDED SEPARATELY IN ACCOUNTING SOFTWARE DR JUSTIN GRILL BOARD MEMBER MORTGAGE X 459000 408321 0 1 1 408321 DENNIS CHERETTE BOARD MEMBER 2000000 INVESTMENT 0 SCHEDULE L PART IV DENNIS CHERETTE IS A BOARD MEMBER OF THE ORGANIZATION AND THE OWNER OF CG PITCH AND PUTT, WHICH THE ORGANIZATION HAS AN INVESTMENT IN. FORM 990, PART VI, SECTION A, LINE 2 MARK FAZAKERLEY AND DENNIS CHERETTE ARE BOTH DIRECTORS OF THE ORGANIZATION AND BOTH OWN > 10% IN PIPER LAKE APARTMENTS. FORM 990, PART VI, SECTION A, LINE 7A TWO MEMBERS ARE ON THE BOARD BECAUSE OF THEIR POSITIONS WITH MERCY HEALTH PARTNERS. 1) DR. JUSTIN GRILL AS DIRECTOR OF MEDICAL EDUCATION AND 2) GARY ALLORE, AS PRESIDENT OF MERCY HEALTH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY ALL APPROPRIATE STAFF AND BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THIS IS AN ANNUAL REQUIREMENT FOR ALL MEMBERS OF THE BOARD (DISSEMINATED AT THE FIRST BOARD MEETING OF THE YEAR), WHEREBY EACH BOARD MEMBER COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT AND CONFIDENTIALITY AGREEMENT. EACH COMPLETED AGREEMENT IS REVIEWED BY THE CHAIRPERSON AND RETAINED ON FILE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF EXECUTIVE DIRECTOR IS REVIEWED AND DELIBERATED ANNUALLY BY PERSONNEL COMMITTEE AND A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR APPROVAL. ANY COMPENSATION OF OFFICERS OR OTHER EMPLOYEES IS REVIEWED BY THE PERSONNEL COMMITTEE AND THE FINANCE COMMITTEE AND A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTOS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, SECTION XII, LINE 2C: ORGANIZATION'S PROCESS IS TO HAVE THE BOARD PRESIDENT REVIEW THE FINANCIAL STATEMENTS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND APPROVE THEM PRIOR TO ISSUANCE.