MCGREGOR FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MCGREGOR FUND (EIN 38-0808800)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349104016
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:31:49+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 380808800 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGregor Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGR | BusinessNameControlTxt |
| Phone | 3139633495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Talon Centre Drive 100 | AddressLine1Txt |
| City | Detroit | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE LEVIN MARKEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Burke | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $235,056,423 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $282,223 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $282,223 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $514,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,914,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,893,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,376,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,704,202 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$1,124,608 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,053,860 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $19,565,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,954,905 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $355,361 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,536 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $319,825 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $763,433 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $185,400 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $578,033 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $374,456 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $59,015 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $315,223 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,195 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,212 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $91,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,566 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,996 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $949,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $680,575 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $263,809 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $432,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101,321 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,466 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $820 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $74,594 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,436 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $66,355 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $90,761 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $12,446 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $76,369 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,039 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,039 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110,858 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,269,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,115,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,783,719 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,158,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,511,248 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,428,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,115,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,294,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,839,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,036 | CashBOYAmt |
| Cash EOY | $755,682 | CashEOYAmt |
| Cash EOYFMV | $755,682 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,908,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,702,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,702,721 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,002 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,040 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,002 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,002 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $193,672 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,692 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,692 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,693,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,869,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,869,565 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $206,185,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $226,535,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $226,535,673 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,259 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $25,924 | LandBOYAmt |
| Land EOY | $20,458 | LandEOYAmt |
| Land EOYFMV | $20,458 | LandEOYFMVAmt |
| Other Assets BOY | $175,060 | OtherAssetsBOYAmt |
| Other Assets EOY | $112,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $112,630 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $224,332,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,056,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $235,056,423 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $361,285 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $512,865 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,429,749 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,077,288 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,335,624 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500,642 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,126,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,090,795 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $217,206,279 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $224,965,628 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $217,206,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $224,965,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $224,332,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $235,056,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $217,206,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,621,797 | OtherIncreasesAmt |
| Subtotal | $224,965,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $224,965,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GAINS AND LOSSES FROM PUBLICLY TRADED SECURITIES | P | $37,376,819 | $36,189,209 | $1,187,610 | $0 | $1,187,610 |
| K-1 PASSTHROUGH CAPITAL GAINS | P | $8,516,592 | $8,516,592 | $0 | $8,516,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,704,202 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $289,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $289,663 | SubtotalAmt |
| Tax Based On Investment Income | $289,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $236,370 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $210,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $446,370 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156,707 | OverpaymentAmt |
| Applied To ES Tax | $156,707 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.mcgregorfund.org | WebsiteAddressTxt |
| Individual With Books | Ashly Jurek | IndividualWithBooksNm |
| Phone | 3139633495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Talon Centre Drive 100 | AddressLine1Txt |
| City | Detroit | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joyce E Jenereaux | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
| Kristi D Plain | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
| Michelle Johnson Tidjani | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
| Sheilah P Clay | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
| Kate Levin Markel | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | President & Secretary | 40.00 | $355,361 | $105,277 | $0 |
| Felix M Valbuena Jr MD | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
| Philip B Phillips | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
| Donna Murray-Brown | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
| Byna Elliott | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | trustee | 1.00 | $0 | $0 | $0 |
| Kelly Major Green | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Trustee | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Heidi A Alcock | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | dir. of grant dev. | 40.00 | $208,800 | $36,101 | $0 |
| Marcia P Gardner | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Office Manager | 40.00 | $91,852 | $35,611 | $0 |
| Vanessa L Samuelson | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Dir. of learning | 40.00 | $188,723 | $48,831 | $0 |
| Ashly B Jurek | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Dir. of Finance | 40.00 | $174,669 | $43,680 | $0 |
| Nikia Washington | ||||||||
| 100 Talon Centre Drive | Detroit | MI | 48207 | Dir. Engmt & Comms | 40.00 | $76,812 | $9,349 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 125 High Street | Boston | MA | 02110 | INVESTMENT CONSULTING | $328,978 |
| Crowe LLP | |||||
| 320 E Jefferson Blvd | South Bend | IN | 46601 | audit and tax services | $91,991 |
| Quatrro Business Support Services Inc | |||||
| 1850 Parkway Place Suite 100 | Marietta | GA | 30067 | Recruitment and interim staffing support | $74,942 |
| Northern Trust | |||||
| 50 S La Salle Street | Chicago | IL | 60603 | Custodian | $74,335 |
| Memora Design | |||||
| 2828 Monticello Drive | Port Huron | MI | 48060 | Graphic design and content creation | $68,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $221,235,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,452,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,688,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $224,688,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,370,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,317,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,065,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,065,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $289,663 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $106,986 | IncomeTaxAmt |
| Total Tax | $396,649 | TotalTaxAmt |
| Distributable Before Adj | $10,669,245 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,669,245 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,669,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,294,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,294,967 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,669,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $655,944 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $674,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $802,536 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,132,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,294,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,669,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,625,722 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,758,231 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $655,944 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,102,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $674,029 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $802,536 | ExcessFromYear1Amt |
| Excess From Current Year | $4,625,722 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | McGregor Fund | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TALON CENTRE DRIVE Suite 100 | AddressLine1Txt |
| City | Detroit | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3139633495 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT SUBMITS AN ONLINE GENERAL INQUIRY FORM. FUND STAFF INITIATES A CONVERSATION WITH THE APPLICANT TO LEARN ABOUT THE ORGANIZATION. IF AN INVITATION IS EXTENDED, STAFF WILL INCLUDE SPECIFIC INSTRUCTIONS AND GUIDANCE ON THE REQUIRED APPLICATION MATERIALS, METHOD OF SUBMISSION, AND A SUBMISSION DEADLINE. ALL GRANT DECISIONS ARE THE RESPONSIBILITY OF THE BOARD OF TRUSTEES. BOARD MEETINGS ARE HELD FOUR TIMES PER YEAR, GENERALLY IN MARCH, JUNE, SEPTEMBER AND DECEMBER. APPLICANTS WILL BE NOTIFIED OF THE BOARD'S DECISION BY PHONE OR EMAIL WITHIN A WEEK AFTER THE MEETING AT WHICH THE APPLICATION WAS CONSIDERED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications are received and accepted throughout the year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN AN EFFORT TO UTILIZE ITS LIMITED RESOURCES WISELY AND BECAUSE IT RECEIVES MORE REQUESTS THAT IT CAN SUPPORT, MCGREGOR FUND ADHERES TO THE FOLLOWING GUIDELINES FOR ITS GRANTMAKING ACTIVITIES: THE GEOGRAPHIC AREA OF THE FUND IS LIMITED PRINCIPALLY TO THE DETROIT METROPOLITAN AREA, WHICH IS DEFINED AS WAYNE, OAKLAND AND MACOMB COUNTIES. FUNDING IS LIMITED TO THE AREAS OF INTEREST OF THE FUND WHICH CAN BE FOUND ON OUR WEBSITE: WWW.MCGREGORFUND.ORG. ALL GRANT DECISIONS ARE THE RESPONSIBILITY OF THE BOARD OF TRUSTEES. TRUSTEE MEETINGS ARE SCHEDULED FOUR TIMES PER YEAR, GENERALLY IN MARCH, JUNE, SEPTEMBER, AND DECEMBER. THE FUND DOES NOT: PROVIDE LOANS, MAKE DIRECT GRANTS TO STUDENTS FOR SCHOLARSHIPS OR SPONSOR EVENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 482 Forward | ||||||||
| 440 Burroughs Street Suite 111 | Detroit | MI | 48202 | N/A | PC | Program Support | $50,000 | |
| ACCESS | ||||||||
| 2651 Saulino Court | Dearborn | MI | 48120 | N/A | PC | Matching Gift | $4,000 | |
| ACCESS | ||||||||
| 2651 Saulino | Dearborn | MI | 48120 | N/A | PC | MILLER FELLOWSHIP | $20,000 | |
| ACCESS | ||||||||
| 2651 Saulino | Dearborn | MI | 48120 | N/A | PC | General Operations | $300,000 | |
| Accounting Aid Society | ||||||||
| 3031 W Grand Blvd STE 621 | Detroit | MI | 48202 | N/A | PC | General Operations | $100,000 | |
| Allied Media Projects | ||||||||
| 4731 Grand River Avenue Suite 400 | Detroit | MI | 48208 | N/A | PC | General Operations | $150,000 | |
| Alternatives For Girls | ||||||||
| 903 W Grand Boulevard | Detroit | MI | 482082365 | N/A | PC | Matching Gift | $1,000 | |
| Alternatives For Girls | ||||||||
| 903 West Grand Boulevard | Detroit | MI | 48208 | N/A | PC | General Operations | $425,000 | |
| American Indian Health and Family Services of Southeastern MI Inc | ||||||||
| 4880 Lawndale Street | Detroit | MI | 48210 | N/A | PC | Capital Project | $125,000 | |
| Association of Black Foundation Executives (ABFE) | ||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | Annual Membership | $11,000 | |
| Atlantic Impact | ||||||||
| 111 East Kirby Street | Detroit | MI | 48202 | N/A | PC | General Operations | $200,000 | |
| Avalon Healing Center | ||||||||
| 2727 Second Ave Suite 300 | Detroit | MI | 48201 | N/A | PC | Matching Gift | $2,000 | |
| Avalon Healing Center | ||||||||
| 2727 2nd Avenue Ste 300 | Detroit | MI | 48201 | N/A | PC | General Operations and Capital Support | $300,000 | |
| B3 Elevation | ||||||||
| 20511 Viola Dale Ct | Humble | TX | 773385163 | N/A | PC | Matching Gift | $2,500 | |
| Bailey Park Neighborhood Development Corporation | ||||||||
| 2200 Hunt Street 411 | Detroit | MI | 48207 | N/A | PC | General Operations | $40,000 | |
| Barnard College | ||||||||
| 3009 Broadway Box AS | New York | NY | 10027 | N/A | PC | Matching Gift | $10,000 | |
| Black Family Development Inc | ||||||||
| 2995 East Grand Boulevard | Detroit | MI | 48202 | N/A | PC | Program Support | $75,000 | |
| Black Leaders Detroit | ||||||||
| 8425 West McNichols | Detroit | MI | 48221 | N/A | PC | MILLER FELLOWSHIP | $20,000 | |
| Black Leaders Detroit | ||||||||
| 8425 West McNichols | Detroit | MI | 48221 | N/A | PC | General Operations | $200,000 | |
| BoardSource | ||||||||
| 750 9th St NW Ste 650 | Washington | DC | 20001 | N/A | PC | Annual Membership | $500 | |
| Brilliant Detroit | ||||||||
| 5675 Larkins Street | Detroit | MI | 48210 | N/A | PC | Program Support | $100,000 | |
| Caleb's Kids | ||||||||
| 22200 West Eleven Mile Road 3663 | Southfield | MI | 48037 | N/A | PC | MILLER FELLOWSHIP | $20,000 | |
| Caleb's Kids | ||||||||
| 22200 West Eleven Mile Road 3663 | Southfield | MI | 48037 | N/A | PC | General Operations | $125,000 | |
| CAMP45 CONTEMPORARY | ||||||||
| PO Box 29209 | Portland | OR | 97228 | N/A | PC | Matching Gift | $2,527 | |
| Central State University | ||||||||
| 1400 BRUSH ROW RD | WILBERFORCE | OH | 45384 | N/A | GOV | TRUSTEE DESIGNATED | $60,000 | |
| Central United Methodist Church Community Development Corporation | ||||||||
| 23 East Adams | Detroit | MI | 48226 | N/A | PC | General Operations | $300,000 | |
| Chamber Music Northwest | ||||||||
| 1201 SW 12th Avenue Suite 240 | Portland | OR | 97205 | N/A | PC | Matching Gift | $3,650 | |
| Citizens Research Council of Michigan | ||||||||
| 38777 6 Mile Rd Ste 208 | Livonia | MI | 48152 | N/A | PC | General Operations | $25,000 | |
| Coalition on Temporary Shelter | ||||||||
| 2211 East Jefferson Avenue Suite 40 | Detroit | MI | 48207 | N/A | PC | General Operations | $250,000 | 0 |
| College for Creative Studies | ||||||||
| 201 East Kirby | Detroit | MI | 482024034 | N/A | PC | Matching Gift | $500 | |
| Color of Autism | ||||||||
| 32261 Southfield Road | Beverly Hills | MI | 48025 | N/A | PC | General Operations | $100,000 | |
| Color of Autism | ||||||||
| 32261 Southfield Road | Beverly Hills | MI | 48025 | N/A | PC | MILLER FELLOWSHIP | $20,000 | |
| Community & Home Supports Inc | ||||||||
| 220 Bagley Street Suite 600 Suite 4 | Detroit | MI | 48202 | N/A | PC | General Operations | $325,000 | 70 |
| Community Foundation for SE MI | ||||||||
| 333 W Fort Street Suite 2010 | Detroit | MI | 48226 | N/A | PC | Matching Gift | $40,000 | |
| Community Foundation for SE MI | ||||||||
| 333 West Fort St Suite 2010 | Detroit | MI | 48226 | N/A | PC | Program Support | $200,000 | |
| Corporation for Supportive Housing | ||||||||
| 61 Broadway Suite 2300 | New York | NY | 10006 | N/A | PC | General Operations | $135,000 | |
| Council of Michigan Foundations | ||||||||
| 125 Ottawa Avenue Northwest Suite 4 | Grand Rapids | MI | 49503 | N/A | PC | Annual Membership | $17,000 | 37 |
| Council of Michigan Foundations | ||||||||
| 125 Ottawa Avenue Northwest Suite 4 | Grand Rapids | MI | 49503 | N/A | PC | OFFICE OF FOUNDATION LIAISON | $10,000 | 37 |
| Council on Foundations | ||||||||
| Membership Lockbox PO Box 75661 | Baltimore | MD | 212755661 | N/A | PC | Annual Membership | $14,000 | |
| Detroit Black Community Food Network | ||||||||
| 8324 Woodward Avenue | Detroit | MI | 48202 | N/A | PC | General Operations | $100,000 | |
| Detroit Enterprise Academy | ||||||||
| 11224 Kercheval Avenue | Detroit | MI | 48214 | N/A | GOV | TRUSTEE DESIGNATED | $15,000 | |
| Detroit Food Academy | ||||||||
| 4444 2nd Ave | Detroit | MI | 48201 | N/A | PC | General Operations | $85,000 | |
| Detroit Hispanic Development Corp | ||||||||
| 1211 Trumbull St | Detroit | MI | 48216 | N/A | PC | General Operations | $100,000 | |
| Detroit Justice Center | ||||||||
| 1420 Washington Blvd Suite 301 | Detroit | MI | 48226 | N/A | PC | Matching Gift | $2,000 | |
| Detroit Justice Center | ||||||||
| 1420 Washington Boulevard Ste 301 | Detroit | MI | 48226 | N/A | PC | General Operations | $100,000 | |
| Detroit Phoenix Center | ||||||||
| 8801 Woodward Ave | Detroit | MI | 48202 | N/A | PC | Matching Gift | $2,000 | |
| Detroit Phoenix Center | ||||||||
| 1420 Washington Boulevard Ste 301 | Detroit | MI | 48226 | N/A | PC | General Operations | $300,000 | |
| Detroit Phoenix Center | ||||||||
| 1420 Washington Boulevard Ste 301 | Detroit | MI | 48226 | N/A | PC | General Operations | $650,000 | |
| Detroit Public Schools Foundation | ||||||||
| 3011 West Grand Boulevard Suite 100 | Detroit | MI | 48202 | N/A | PC | TRUSTEE DESIGNATED | $15,000 | 4 Fisher Building |
| Developing Kingdoms in Different Stages | ||||||||
| PO Box 40295 | Redford | MI | 48240 | N/A | PC | Matching Gift | $2,000 | |
| Developing Kingdoms in Different Stages | ||||||||
| 19321 W Chicago St Ste 107 | Detroit | MI | 48228 | N/A | PC | General Operations | $325,000 | |
| E Solutions LLC dba Ellavate Solutions | ||||||||
| 20 Channing St NW | Washington | DC | 20001 | N/A | PC | Matching Gift | $500 | |
| Eastern Michigan University Foundation | ||||||||
| 112 Welch Hall PO Box 972057 | Ypsilanti | MI | 48197 | N/A | PC | TRUSTEE DESIGNATED | $60,000 | |
| Empowerment Plan | ||||||||
| 7640 Kercheval Ave | Detroit | MI | 48214 | N/A | PC | Matching Gift | $1,000 | |
| Empowerment Plan | ||||||||
| 7640 Kercheval St | Detroit | MI | 48214 | N/A | PC | General Operations | $100,000 | |
| Family Assistance for Renaissance Men | ||||||||
| 18701 Grand River Avenue | Detroit | MI | 48223 | N/A | PC | General Operations and Capital Project | $300,000 | |
| Family Assistance for Renaissance Men | ||||||||
| 18701 Grand River Avenue | Detroit | MI | 48223 | N/A | PC | MILLER FELLOWSHIP | $60,000 | |
| First Step | ||||||||
| 44567 Pinetree Drive | Plymouth | MI | 48170 | N/A | PC | General Operations | $400,000 | |
| Force Detroit | ||||||||
| 2727 2nd Avenue STE 162 | Detroit | MI | 48201 | N/A | PC | General Operations | $375,000 | |
| Foundation for Detroit's Future | ||||||||
| 333 West Fort Street Suite 2010 | Detroit | MI | 48226 | N/A | PC | DIA settlement | $300,000 | |
| Freedom House | ||||||||
| 1777 North Rademacher Street | Detroit | MI | 48209 | N/A | PC | Capital Support | $250,000 | |
| Freedom House | ||||||||
| 1777 North Rademacher Street | Detroit | MI | 48209 | N/A | PC | General Operations | $200,000 | |
| Funders Together For Housing Justice | ||||||||
| 89 South Street Suite 803 | Boston | MA | 21111 | N/A | PC | Annual Membership | $11,000 | |
| Genesis Harbor of Opportunities Promoting Excellent | ||||||||
| 7200 Mack Avenue | Detroit | MI | 48214 | N/A | PC | MILLER FELLOWSHIP | $20,000 | |
| Genesis Harbor of Opportunities Promoting Excellent | ||||||||
| 7200 Mack Avenue | Detroit | MI | 48214 | N/A | PC | General Operations | $100,000 | |
| Global Development Incubator | ||||||||
| 1401 K Street Northwest Suite 900 | Washington | DC | 20005 | N/A | PC | Program Support | $250,000 | |
| Goodwill Industries of Greater Detroit | ||||||||
| 3111 Grand River Avenue | Detroit | MI | 48208 | N/A | PC | General Operations | $100,000 | |
| Grace In Action | ||||||||
| 1725 Lawndale Street | Detroit | MI | 48209 | N/A | PC | General Operations | $70,000 | |
| Grantmakers for Effective Organizations | ||||||||
| 1310 L Street Northwest Suite 650 | Washington | DC | 20005 | N/A | PC | General Operations | $20,000 | |
| Grantmakers for Effective Organizations | ||||||||
| 1310 L Street Northwest Suite 650 | Washington | DC | 20005 | N/A | PC | Annual Membership | $6,000 | |
| HAVEN | ||||||||
| 801 Vanguard Drive | Pontiac | MI | 48341 | N/A | PC | General Operations | $150,000 | |
| Here to Help Foundation | ||||||||
| 25866 Salem Road | Huntington Woods | MI | 48070 | N/A | POF | Program Support | $200,000 | |
| Heritage Works | ||||||||
| 4444 Second Avenue | Detroit | MI | 48201 | N/A | PC | General Operations | $100,000 | |
| InsideOut Literary Arts Project | ||||||||
| 5201 Cass Ave 3rd Floor | Detroit | MI | 48202 | N/A | PC | General Operations | $75,000 | |
| Institute for AfroUrbanism | ||||||||
| 535 Griswold Street Suite 111-525 | Detroit | MI | 48226 | N/A | PC | General Operations | $25,000 | |
| Judith Dianne Jackson Scholarship Fund | ||||||||
| PO Box 21216 | Detroit | MI | 48221 | N/A | PC | Matching Gift | $1,100 | |
| Keep Growing Detroit | ||||||||
| 1445 Adelaide Street | Detroit | MI | 48207 | N/A | PC | General Operations | $250,000 | |
| Make Food Not Waste | ||||||||
| 8625 East Jefferson Avenue | Detroit | MI | 48214 | N/A | PC | General Operations | $100,000 | |
| Mariners Inn | ||||||||
| 445 Ledyard | Detroit | MI | 48201 | N/A | PC | Matching Gift | $2,000 | |
| MCREST | ||||||||
| 20415 Erin Street | Roseville | MI | 48066 | N/A | PC | General Operations | $50,000 | |
| Metro Food Rescue | ||||||||
| 6928 East Knollwood Circle | West Bloomfield | MI | 48322 | N/A | PC | Program Support | $150,000 | |
| Metro Solutions | ||||||||
| 18000 West Nine Mile Road 360 | Southfield | MI | 48075 | N/A | PC | MILLER FELLOWSHIP | $20,000 | |
| Michigan Advocacy Program | ||||||||
| 15 S Washington Street | Ypsilanti | MI | 48197 | N/A | PC | General Operations | $100,000 | |
| Michigan Center for Youth Justice | ||||||||
| 1679 Broadway St | Ann Arbor | MI | 48105 | N/A | PC | Matching Gift | $1,000 | |
| Michigan Coalition to End Domestic and Sexual Violence | ||||||||
| 3893 Okemos Road Suite B-2 3893 | Okemos | MI | 48864 | N/A | PC | Program Support | $75,000 | |
| Michigan Community Resources | ||||||||
| 440 Burroughs St Suite 316 | Detroit | MI | 48202 | N/A | PC | MILLER FELLOWSHIP | $20,000 | |
| Michigan Community Resources | ||||||||
| 440 Burroughs Street Suite 316 | Detroit | MI | 48202 | N/A | PC | General Operations | $150,000 | |
| Michigan Disability Rights Coalition | ||||||||
| 4224 Kensington Ave | Detroit | MI | 48224 | N/A | PC | General Operations | $50,000 | |
| Michigan Florida Snowbirds | ||||||||
| 10726 Greenbriar Villa Drive | Lake Worth | FL | 33449 | N/A | PC | Matching Gift | $2,500 | |
| Michigan League for Public Policy | ||||||||
| 1223 Turner Street Suite G1 | Lansing | MI | 48906 | N/A | PC | Annual Membership | $250 | |
| Michigan League for Public Policy | ||||||||
| 1223 Turner Street Suite G1 | Lansing | MI | 48906 | N/A | PC | Program Support | $50,000 | |
| Michigan League for Public Policy | ||||||||
| 1223 Turner Street Suite G1 | Lansing | MI | 48906 | N/A | PC | General Operations | $50,000 | |
| Michigan Nonprofit Association | ||||||||
| 330 Marshall Street Suite 200 | Lansing | MI | 48912 | N/A | PC | Annual Membership | $5,000 | |
| Midnight Golf Program | ||||||||
| 30100 Telegraph Road Suite 404 | Bingham Farms | MI | 48025 | N/A | PC | Matching Gift | $2,500 | |
| Midnight Golf Program | ||||||||
| 30100 Telegraph Road Suite 404 | Bingham Farms | MI | 48025 | N/A | PC | General Operations | $100,000 | |
| Millan Theatre dba Detroit Repertory Theatre | ||||||||
| 13103 Woodrow Wilson | Detroit | MI | 48238 | N/A | PC | Matching Gift | $103 | |
| Mission Investors Exchange | ||||||||
| 105 W 86th St 358 | New York | NY | 10024 | N/A | PC | Annual Membership | $3,300 | |
| Mosaic Youth Theatre | ||||||||
| 2251 Antietam | Detroit | MI | 48207 | N/A | PC | General Operations | $90,000 | |
| Mothering Justice | ||||||||
| 607 Shelby Street | Detroit | MI | 48226 | N/A | PC | General Operations | $75,000 | |
| National Alliance to End Homelessness | ||||||||
| 1518 K Street Northwest | Washington | DC | 20005 | N/A | PC | Annual Membership | $4,000 | |
| National Council of Nonprofits | ||||||||
| 1001 G Street NW Suite 700 East | Washington | DC | 20001 | N/A | PC | Matching Gift | $400 | |
| Neighborhood Funders Group | ||||||||
| 548 Market Street 96531 | San Francisco | CA | 94104 | N/A | PC | Annual Membership | $3,750 | |
| New Israel Fund | ||||||||
| PO Box 70358 | Philadelphia | PA | 19176 | N/A | PC | Matching Gift | $2,000 | |
| Non-Profit Enterprise at Work Inc | ||||||||
| 1100 N Main St Ste 100 | Ann Arbor | MI | 48104 | N/A | PC | General Operations | $250,000 | |
| Non-Profit Enterprise at Work Inc | ||||||||
| 1100 N Main St Ste 100 | Ann Arbor | MI | 48104 | N/A | PC | Program Support | $50,000 | |
| Oakland University | ||||||||
| 509 Meadow Brook Road The Honors Co | Rochester | MI | 48309 | N/A | GOV | TRUSTEE DESIGNATED | $5,000 | llege Oak View Hall |
| Opportunity Resource Fund | ||||||||
| 330 Marshall Street Suite 105 | Lansing | MI | 48912 | N/A | PC | Matching Gift | $2,000 | |
| Outlier Media | ||||||||
| 440 Burroughs Suite 365 | Detroit | MI | 48202 | N/A | PC | General Operations | $100,000 | |
| Paralyzed Veterans of America | ||||||||
| 1875 Eye St NW Suite 1100 | Washington | DC | 20006 | N/A | PC | Matching Gift | $500 | |
| PEAK Grantmaking | ||||||||
| 1701 Pennsylvania Avenue NW Suite 2 | Washington | DC | 20006 | N/A | PC | Annual Membership | $2,250 | 00 |
| Portland Institute for Contemporary Art | ||||||||
| 15 NE Hancock St | Portland | OR | 97212 | N/A | PC | Matching Gift | $500 | |
| Progressive Lifestyles Inc | ||||||||
| 1370 N Oakland Blvd Ste 150 | Waterford | MI | 48327 | N/A | PC | Matching Gift | $2,000 | |
| RacquetUp Detroit | ||||||||
| 18100 Meyers Road | Detroit | MI | 48235 | N/A | PC | General Operations | $100,000 | |
| Ruth Ellis Center | ||||||||
| 77 Victor Street | Highland Park | MI | 48203 | N/A | PC | Matching Gift | $2,000 | |
| Ruth Ellis Center | ||||||||
| 77 Victor Street | Highland Park | MI | 48203 | N/A | PC | General Operations | $300,000 | |
| Schwab Charitable Trust | ||||||||
| 1958 Summit Drive Suite 200 | Orlando | FL | 32810 | N/A | PC | Matching Gift | $39,818 | |
| South Oakland Shelter dba Lighthouse MI | ||||||||
| 46156 Woodward Avenue | Pontiac | MI | 48342 | N/A | PC | Capital Support | $250,000 | |
| South Oakland Shelter dba Lighthouse MI | ||||||||
| 46156 Woodward Avenue | Pontiac | MI | 48342 | N/A | PC | General Operations and Capital Support | $500,000 | |
| Southwest Detroit Community Justice Center | ||||||||
| 2026 Lawndale St | Detroit | MI | 48209 | N/A | PC | Matching Gift | $100 | |
| Spaulding for Children | ||||||||
| 16250 Northland Dr Suite 120 | Southfield | MI | 48075 | N/A | PC | Matching Gift | $1,000 | |
| Speed Art Museum | ||||||||
| 2035 S 3rd Street | Louisville | KY | 40299 | N/A | PC | Matching Gift | $5,000 | |
| Spelman College | ||||||||
| 350 Spelman Ln Sw | Atlanta | GA | 303144395 | N/A | PC | Matching Gift | $2,000 | |
| Spelman College | ||||||||
| 350 Spelman Lane SW Box 1303 Divisi | Atlanta | GA | 30314 | N/A | PC | TRUSTEE DESIGNATED | $55,000 | on of Institutional |
| Sphinx Organization Inc | ||||||||
| 400 Renaissance Center Suite 2550 | Detroit | MI | 48243 | N/A | PC | Matching Gift | $10,000 | |
| St Luke Christian Methodist Episcopal Church | ||||||||
| 1121 Tuscola Street | Saginaw | MI | 48607 | N/A | PC | Matching Gift | $3,000 | |
| Street Democracy | ||||||||
| 440 Burroughs Street Suite 634 | Detroit | MI | 48202 | N/A | PC | General Operations | $100,000 | |
| Student Advocacy Center of Michigan | ||||||||
| 124 Pearl Street Suite 504 | Ypsilanti | MI | 48197 | N/A | PC | Capacity Enhancement | $100,000 | |
| The Center For Michigan | ||||||||
| 950 Selden Street Suite 210 | Detroit | MI | 48201 | N/A | PC | General Operations | $100,000 | |
| The Greening of Detroit | ||||||||
| 13000 West McNichols Road | Detroit | MI | 48235 | N/A | PC | Program Support | $100,000 | |
| The Greening of Detroit | ||||||||
| 13000 West McNichols Road | Detroit | MI | 48235 | N/A | PC | MILLER FELLOWSHIP | $60,000 | |
| The Helm at the Boll Life Center | ||||||||
| 158 Ridge Road | Grosse Pointe | MI | 48236 | N/A | PC | Matching Gift | $10,000 | |
| The Yunion | ||||||||
| 1129 Oakman Blvd | Detroit | MI | 48238 | N/A | PC | General Operations | $100,000 | |
| The Yunion | ||||||||
| 1129 Oakman Blvd | Detroit | MI | 48238 | N/A | PC | MILLER FELLOWSHIP | $60,000 | |
| Tides Center | ||||||||
| PO Box 889385 | Los Angeles | CA | 90088 | N/A | PC | Program Support | $100,000 | |
| Turning Point | ||||||||
| 158 S Main Street | Mt Clemens | MI | 48043 | N/A | PC | General Operations | $350,000 | |
| United Community Housing Coalition | ||||||||
| 2727 Second Avenue Suite 313 | Detroit | MI | 48201 | N/A | PC | General Operations | $300,000 | |
| United Way for Southeastern Michigan | ||||||||
| 3011 West Grand Boulevard Suite 500 | Detroit | MI | 48202 | N/A | PC | Program Support | $40,000 | |
| United Way for Southeastern Michigan | ||||||||
| 3011 West Grand Boulevard Suite 500 | Detroit | MI | 48202 | N/A | PC | General Operations | $75,000 | |
| Urban Neighborhood Initiatives | ||||||||
| 8300 Longworth | Detroit | MI | 48209 | N/A | PC | General Operations | $175,000 | |
| Wayne Metro Community Action Agency | ||||||||
| 7310 Woodward Ave Suite 800 | Detroit | MI | 48202 | N/A | PC | Program Support | $140,000 | |
| Wayne State University | ||||||||
| 5475 Woodward Ave | Detroit | MI | 482024009 | N/A | PC | Matching Gift | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,511,248 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS | ||||||||
| 2651 Saulino | Dearborn | MI | 48120 | N/A | PC | General Operations | $300,000 | |
| Accounting Aid Society | ||||||||
| 3031 W Grand Blvd STE 621 | Detroit | MI | 48202 | N/A | PC | General Operations | $100,000 | |
| American Indian Health and Family Services of Southeastern MI Inc | ||||||||
| 4880 Lawndale Street | Detroit | MI | 48210 | N/A | PC | Capital Support | $125,000 | |
| Atlantic Impact | ||||||||
| 111 East Kirby Street | Detroit | MI | 48202 | N/A | PC | General Operations | $200,000 | |
| Bailey Park Project | ||||||||
| 2200 Hunt Street 411 | Detroit | MI | 48207 | N/A | PC | General Operations | $40,000 | |
| Black Leaders Detroit | ||||||||
| 8425 West McNichols | Detroit | MI | 48221 | N/A | PC | General Operations | $200,000 | |
| Brilliant DetroitSistahs Reachin Out | ||||||||
| 5675 Larkins Street | Detroit | MI | 48210 | N/A | PC | Program Support | $100,000 | |
| Centers for Family Development (Black Family Development) | ||||||||
| 2995 East Grand Boulevard | Detroit | MI | 48202 | N/A | PC | Program Support | $75,000 | |
| Citizens Research Council of Michigan Inc | ||||||||
| 38777 6 Mile Rd Ste 208 | Livonia | MI | 48152 | N/A | PC | General Operations | $50,000 | |
| Coalition On Temporary Shelter | ||||||||
| 2211 East Jefferson Avenue Suite 40 | Detroit | MI | 48207 | N/A | PC | General Operations | $250,000 | 0 |
| Color of Autism Foundation Incorporate | ||||||||
| 32261 Southfield Road | Beverly Hills | MI | 48025 | N/A | PC | General Operations | $100,000 | |
| Community Foundation of Southeast Michigan | ||||||||
| 333 West Fort St Suite 2010 | Detroit | MI | 48226 | N/A | PC | Program Support | $300,000 | |
| Corporation for Supportive Housing | ||||||||
| 61 Broadway Suite 2300 | New York | NY | 10006 | N/A | PC | General Operations | $135,000 | |
| Detroit Black Community Food Sovereignty Network | ||||||||
| 8324 Woodward Avenue | Detroit | MI | 48202 | N/A | PC | General Operations | $100,000 | |
| Detroit Hispanic Development Corporation | ||||||||
| 1211 Trumbull St | Detroit | MI | 48216 | N/A | PC | General Operations | $100,000 | |
| Detroit Justice Center | ||||||||
| 1420 Washington Boulevard Ste 301 | Detroit | MI | 48226 | N/A | PC | General Operations | $100,000 | |
| Detroit Phoenix Center | ||||||||
| 1420 Washington Boulevard Ste 301 | Detroit | MI | 48226 | N/A | PC | General Operations | $400,000 | |
| Family Assistance for Renaissance Men | ||||||||
| 18701 Grand River Avenue | Detroit | MI | 48223 | N/A | PC | General Operations and Capital Project | $100,000 | |
| First Step | ||||||||
| 44567 Pinetree Drive | Plymouth | MI | 48170 | N/A | PC | General Operations | $200,000 | |
| Genesis HOPE | ||||||||
| 7200 Mack Avenue | Detroit | MI | 48214 | N/A | PC | General Operations | $100,000 | |
| Goodwill Industries of Greater Detroit | ||||||||
| 3111 Grand River Avenue | Detroit | MI | 48208 | N/A | PC | General Operations | $200,000 | |
| Greening of Detroit | ||||||||
| 13000 West McNichols Road | Detroit | MI | 48235 | N/A | PC | Program Support | $70,000 | |
| HAVEN Inc | ||||||||
| 801 Vanguard Drive | Pontiac | MI | 48341 | N/A | PC | General Operations | $150,000 | |
| Heritage Works | ||||||||
| 4444 Second Avenue | Detroit | MI | 48201 | N/A | PC | General Operations | $200,000 | |
| InsideOut Literary Arts Project | ||||||||
| 5201 Cass Ave 3rd Floor | Detroit | MI | 48202 | N/A | PC | General Operations | $75,000 | |
| Keep Growing Detroit | ||||||||
| 1445 Adelaide Street | Detroit | MI | 48207 | N/A | PC | General Operations | $500,000 | |
| Macomb County Rotating Emergency Shelter | ||||||||
| 20415 Erin Street | Roseville | MI | 48066 | N/A | PC | General Operations | $50,000 | |
| Michigan Community Resources | ||||||||
| 440 Burroughs Street Suite 316 | Detroit | MI | 48202 | N/A | PC | General Operations | $300,000 | |
| Michigan Disability Rights CoalitionDetroit Disability Power | ||||||||
| 4224 Kensington Ave | Detroit | MI | 48224 | N/A | PC | General Operations | $50,000 | |
| Mosaic Youth Theatre | ||||||||
| 2251 Antietam | Detroit | MI | 48207 | N/A | PC | MILLER FELLOWSHIP | $60,000 | |
| Mothering Justice | ||||||||
| 607 Shelby Street | Detroit | MI | 48226 | N/A | PC | General Operations | $75,000 | |
| Nonprofit Enterprise at Work | ||||||||
| 1100 N Main St Ste 100 | Ann Arbor | MI | 48104 | N/A | PC | General Operations | $300,000 | |
| NonProfit Enterprise at Work IncHCRE | ||||||||
| 1100 N Main St Ste 100 | Ann Arbor | MI | 48104 | N/A | PC | Program Support | $50,000 | |
| Outlier Media | ||||||||
| 440 Burroughs Suite 365 | Detroit | MI | 48202 | N/A | PC | General Operations | $200,000 | |
| Street Democracy | ||||||||
| 440 Burroughs Street Suite 634 | Detroit | MI | 48202 | N/A | PC | General Operations | $100,000 | |
| The Center for Michigan Inc | ||||||||
| 950 Selden Street Suite 210 | Detroit | MI | 48201 | N/A | PC | General Operations | $200,000 | |
| The Yunion | ||||||||
| 1129 Oakman Blvd | Detroit | MI | 48238 | N/A | PC | General Operations | $200,000 | |
| Turning Point | ||||||||
| 158 S Main Street | Mt Clemens | MI | 48043 | N/A | PC | General Operations | $150,000 | |
| United Community Housing Coalition | ||||||||
| 2727 Second Avenue Suite 313 | Detroit | MI | 48201 | N/A | PC | General Operations | $300,000 | |
| United Negro College Fund Inc | ||||||||
| 1805 7th Street NW | Washington | DC | 20001 | N/A | PC | Scholarship Support | $150,000 | |
| United Way of Southeastern MichiganBEDAD | ||||||||
| 3011 West Grand Boulevard Suite 500 | Detroit | MI | 48202 | N/A | PC | General Operations | $150,000 | |
| Urban Neighborhood Initiatives Inc | ||||||||
| 8300 Longworth | Detroit | MI | 48209 | N/A | PC | General Operations | $175,000 | |
| Ypsilanti Community Schools | ||||||||
| 1885 Packard Street | Ypsilanti | MI | 48197 | N/A | GOV | TRUSTEE DESIGNATED | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,795,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,223 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,429,826 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,463,926 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS THROUGH | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $735,678 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,860,286 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,165,504 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,400,333 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,565,837 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $91,991 | Amt |
| Net Investment Income | $19,566 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,996 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2024-03-26 | $20,367 | $728 | SL | 7.0 | $2,910 | $437 |
| Cabling | 2024-01-16 | $7,350 | $1,065 | SL | 3.0 | $2,556 | $383 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HERE TO HELP FOUNDATION | ||||||||||
| 25866 SALEM ROAD | HUNTINGTON WOODS | MI | 48070 | 2024-10-29 | $100,000 | Direct Aid program providing charitable financial assistance to returning citizens | $100,000 | NO | 12/20/2024 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS PROVIDED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WERE REQUIRED OR MADE. |
| HERE TO HELP FOUNDATION | ||||||||||
| 25866 SALEM ROAD | HUNTINGTON WOODS | MI | 48070 | 2025-06-05 | $100,000 | Direct Aid program providing charitable financial assistance to returning citizens | $0 | N/A | N/A | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | GAINS AND LOSSES ON INVESTMENTS | AssetDesc |
| How Acquired | P | HowAcquiredTxt |
| Gross Sales Price | $37,376,819 | GrossSalesPriceAmt |
| Basis | $17,483,067 | BasisAmt |
| Total Net | $19,893,752 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Sands Global | $0 | $0 |
| Vanguard Short-Term | $4,869,565 | $4,869,565 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (76 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Adage Capital | FMV | $32,558,973 | $32,558,973 |
| Alphadyne International Fund | FMV | $2,851,054 | $2,851,054 |
| Altimeter Partners Fund | FMV | $4,897,858 | $4,897,858 |
| Arrowstreet Capital Global | FMV | $16,134,928 | $16,134,928 |
| ASIA ALTERNATIVES DELAWARE IV, LP | FMV | $119,664 | $119,664 |
| ASIA ALTERNATIVES DELAWARE V, LP | FMV | $152,015 | $152,015 |
| SENTAKU INVESTORS, LLC | FMV | $6,411 | $6,411 |
| AACP TAX-EXEMPT INVESTORS IV, L.P. | FMV | $1,753,735 | $1,753,735 |
| AACP TAX-EXEMPT INVESTORS V, LP | FMV | $2,028,292 | $2,028,292 |
| ASPEX GLOBAL FUND | FMV | $7,134,584 | $7,134,584 |
| AXIOM ASIA PRIVATE CAPITAL FUND I, L.P. | FMV | $0 | $0 |
| AXIOM ASIA PRIVATE CAPITAL FUND II, L.P. | FMV | $297,466 | $297,466 |
| BASE10 ADVANCEMENT INITIATIVE I LP | FMV | $1,543,480 | $1,543,480 |
| Base10 Advancement Fund II | FMV | $562,090 | $562,090 |
| BASE10 ADVANCEMENT INITIATIVE III | FMV | $652,266 | $652,266 |
| CA Resources Fund, L.P. | FMV | $818,603 | $818,603 |
| CA Velocity | FMV | $50,831 | $50,831 |
| CADENT ENERGY PARTNERS I, LP | FMV | $0 | $0 |
| CADENT ENERGY PARTNERS II, LP | FMV | $547,053 | $547,053 |
| CENTER ROCK CAPITAL PARTNERS FUND I-A, LP | FMV | $2,075,928 | $2,075,928 |
| Center Rock Partners II | FMV | $789,013 | $789,013 |
| CENTERBRIDGE CREDIT PARTNERS TE, LP | FMV | $12,846 | $12,846 |
| CSCP III Flex Feeder II A, LP | FMV | $929,185 | $929,185 |
| CENTERBRIDGE SPECIAL CREDIT PARTNERS III, L.P. | FMV | $49,732 | $49,732 |
| Commonfund CIP VI | FMV | $6,265 | $6,265 |
| D1 CAPITAL PARTNERS OFFSHORES LP | FMV | $11,770,776 | $11,770,776 |
| Davidson Kempner | FMV | $0 | $0 |
| DOVER STREET IX CAYMAN FUND L.P. | FMV | $842,285 | $842,285 |
| Dover Street VIII | FMV | $75,119 | $75,119 |
| DURABLE CAPITAL OFFSHORE FUND LTD. | FMV | $11,689,373 | $11,689,373 |
| Elliott International LTD | FMV | $8,110,139 | $8,110,139 |
| Europa Capital III | FMV | $121 | $121 |
| Frazier Healthcare | FMV | $2,179,923 | $2,179,923 |
| GQG Partners Global | FMV | $10,846,818 | $10,846,818 |
| HRJ SPECIAL OPPORTUNITIES II, L.P. | FMV | $270,147 | $270,147 |
| INSIGNIA CAPITAL PARTNERS, L.P. | FMV | $1,623,687 | $1,623,687 |
| Insignia Capital Partners II, LP | FMV | $1,846,317 | $1,846,317 |
| KLINE HILL PARTNERS OFFSHORE FUND III LP | FMV | $677,570 | $677,570 |
| KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND III LP | FMV | $260,844 | $260,844 |
| KLINE HILL PARTNERS OFFSHORE FUND II LP | FMV | $311,366 | $311,366 |
| LAURION CAPITAL LTD. | FMV | $3,479,200 | $3,479,200 |
| Luxor Capital Group | FMV | $77,476 | $77,476 |
| Metis Global | FMV | $11,289,297 | $11,289,297 |
| Park Street IX | FMV | $424,993 | $424,993 |
| Park Street VII | FMV | $0 | $0 |
| Park Street VIII | FMV | $65,011 | $65,011 |
| Park Street X | FMV | $1,176,525 | $1,176,525 |
| PEAK ROCK CAPITAL CREDIT FUND II-A LP | FMV | $346,789 | $346,789 |
| Peak Rock Capital Fund III, LP | FMV | $2,011,350 | $2,011,350 |
| PEAK ROCK CAPITAL FUND II-A LP | FMV | $64,368 | $64,368 |
| Peppertree IX | FMV | $1,701,735 | $1,701,735 |
| Peppertree X | FMV | $1,092,882 | $1,092,882 |
| Recognize | FMV | $1,631,444 | $1,631,444 |
| RENAISSANCE VENTURE CAPITAL FUND | FMV | $366,867 | $366,867 |
| Rock Springs | FMV | $3,793,880 | $3,793,880 |
| Siguler Guff Distressed | FMV | $367,090 | $367,090 |
| SPUR VENTURES II, LP | FMV | $1,750,178 | $1,750,178 |
| SPUR VENTURES III, LP | FMV | $5,063,332 | $5,063,332 |
| Tiger Global | FMV | $3,763,951 | $3,763,951 |
| TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, L.P. | FMV | $4,282,945 | $4,282,945 |
| TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND IV, L.P. | FMV | $7,105,012 | $7,105,012 |
| TRUEBRIDGE CAPITAL PARTNERS FUND V, L.P. | FMV | $6,000,351 | $6,000,351 |
| TRUEBRIDGE CAPITAL PARTNERS FUND VI, L.P. | FMV | $3,992,661 | $3,992,661 |
| Truebridge Capital Partners Fund VII, L.P. | FMV | $2,378,264 | $2,378,264 |
| Valinor Management | FMV | $172,108 | $172,108 |
| VIKING GLOBAL OPPORTUNITIES III LP | FMV | $13,937,564 | $13,937,564 |
| VOLITION CAPITAL FUND III LP | FMV | $587,986 | $587,986 |
| VOLITION CAPITAL FUND IV LP | FMV | $2,497,112 | $2,497,112 |
| VOLITION CAPITAL FUND V LP | FMV | $1,619,052 | $1,619,052 |
| VOLITION CAPITAL SELECT FUND I LP | FMV | $573,826 | $573,826 |
| VORTUS INVESTMENTS II, LP | FMV | $546,869 | $546,869 |
| Wellington GREE | FMV | $6,723,957 | $6,723,957 |
| Wynnchurch IV | FMV | $2,203,667 | $2,203,667 |
| Wynnchurch | FMV | $2,305,666 | $2,305,666 |
| Wynnchurch VI | FMV | $499,861 | $499,861 |
| Xponance | FMV | $6,165,647 | $6,165,647 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE | $20,367 | $7,259 | $13,108 | $13,108 |
| LEASEHOLD IMPROVEMENTS | $7,350 | $0 | $7,350 | $7,350 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $4,195 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,212 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Leased Assets | $138,071 | $87,460 | $87,460 |
| accrued interest/dividends | $36,989 | $25,170 | $25,170 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $25,514 | $2,551 | $22,963 |
| Supplies | $4,760 | $524 | $4,197 |
| Miscellaneous Expenses | $12,759 | $209 | $10,026 |
| Computers, Equipment and technology | $82,180 | $10,462 | $73,672 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME FROM PASS THROUGH | -$1,124,608 | $10,037,069 |
| 481(a) adjustment | $16,791 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $7,621,797 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Leased Assets | $138,071 | $87,460 |
| Deferred Excise Tax Payable | $1,197,553 | $1,303,496 |
| Federal excise taxes payable | $0 | $109,686 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $605,370 | $605,370 | |
| Program consulting Fees | $268,377 | $262,877 | |
| Service Contract | $1,165 | $233 | $932 |
| Accounting and Office Support Services | $74,972 | $74,972 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $426,805 | |
| Unrelated business income tax | $5,300 | |
| FOREIGN TAX FROM PARTNERSHIPS | $101,321 |