2025-11-04T14:55:28-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990PF 2024-01-01 383171122 THE ALIX FOUNDATION ALIX 2485544900 151 S OLD WOODWARD AVE 400 BIRMINGHAM MI 48009 ARTHUR J KUBERT CFO/TREASURER 2485544900 2025-11-17 1 1 AMY CIMINELLO P00796388 6148493000 2025-11-03 2024 2025-03-06 01:10:19Z X 63925958 X X 1027830 884105 206628 6452025 206628 2813828 1230 4048286 1091963 85000 42500 42500 12447 6224 6223 91150 45575 45575 549086 1396 0 13025 0 13025 750708 95695 107323 4365248 4365248 5115956 95695 4472571 -1067670 996268 330603 320030 320030 25744947 25172754 25172754 30490525 38433174 38433174 56566075 63925958 63925958 11400000 11400000 11400000 11400000 X 0 0 0 0 45166075 52525958 45166075 52525958 56566075 63925958 45166075 -1067670 15097178 59195583 6669625 52525958 PUBLICLY TRADED SECURITIES P 190914 176021 14893 14893 PUBLICLY TRADED SECURITIES P 5933511 6069376 -135865 -135865 CAPITAL GAINS DIVIDENDS P 327600 327600 327600 206628 13848 0 13848 0 13848 20000 0 10000 0 30000 X 8 16144 16144 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA IL NY MA WI MI MN GA 1 0 0 0 0 1 N/A ARTHUR KUBERT 2485544900 151 S OLD WOODWARD AVE BIRMINGHAM MI 48009 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAY ALIX 151 S OLD WOODWARD AVE 400 BIRMINGHAM MI 48009 CHAIRMAN OF THE BOARD 1.00 0 0 0 ROBERT E SHIELDS 151 S OLD WOODWARD AVE 400 BIRMINGHAM MI 48009 CEO 1.00 0 0 0 ARTHUR J KUBERT 151 S OLD WOODWARD AVE 400 BIRMINGHAM MI 48009 VP,CFO,SECRETARY & TREASURER 1.00 0 0 0 CHRISTINE T ALIX 151 S OLD WOODWARD AVE 400 BIRMINGHAM MI 48009 PRESIDENT 2.00 42500 0 0 ANIKA F ALIX 151 S OLD WOODWARD AVE 400 BIRMINGHAM MI 48009 DIRECTOR 1.00 42500 0 0 NONE 0 NONE 0 N/A 0 0 26688280 344113 38433174 65465567 0 0 65465567 981984 64483583 3224179 3224179 13848 417901 431749 2792430 0 2792430 0 2792430 4472571 0 4472571 2792430 0 0 2032058 22487624 26728665 51248347 4472571 0 0 0 2792430 1680141 0 0 52928488 0 0 0 0 0 0 2032058 50896430 22487624 26728665 1680141 JAY ALIX X AMERICAN CANCER SOCIETY 270 PEACHTREE ST NW STE 1300 ATLANTA GA 30303 PC HEALTH CARE 5000 AMERICAN COLLEGE OF BANKRUPTCY FOUNDATION PO BOX 249 STANARDSVILLE VA 22973 SO I GENERAL WELFARE 12500 AMERICAN FRIENDS OF GRANGE PARK OPERA FOUNDATION PO BOX 60 TACONIC CT 06079 PC HUMANITIES 237417 BLOOMFIELD HILLS SCHOOLS FOUNDATION 7273 WING LAKE ROAD BLOOMFIELD HILLS MI 48301 PC EDUCATION 32000 COLLEGESPRING 1990 N CALIFORNIA BLVD SUITE 20 WALNUT CREEK CA 94596 PC GENERAL WELFARE 50000 COUNCIL OF MICHIGAN FOUNDATIONS INC 3101 E GRAND BLVD SUITE 300 DETROIT MI 48202 PC GENERAL WELFARE 8500 FRIENDS OF THE JOHNSON NATURE CENTER 3325 FRANKLIN ROAD BLOOMFIELD HILLS MI 48302 PC EDUCATION 29806 HITHA HEALING HOUSE INC 31 CEDARHURST PL HIGHLAND PARK MI 48203 PC GENERAL WELFARE 4230 JEREMIE RISING 2872 E LE JARDIN PLACE SALT LAKE CITY UT 84117 PC EDUCATION 1000 MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 PC HUMANITIES 20971 MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 27106 GIFT ADMIN DONOR SVC NEW YORK NY 10087 PC HEALTH CARE 26824 MOTOWN HISTORICAL MUSEUM INC 2648 W GRAND BLVD DETROIT MI 48208 PC HUMANITIES 20000 NW GOLDBERG CARES 6122 15TH STREET DETROIT MI 48208 PC GENERAL WELFARE 17000 TEACHERS COLLEGE COLUMBIA UNIVERSITY 525 WEST 120TH ST BOX 306 NEW YORK NY 10027 PC EDUCATION 200000 THE JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 PC EDUCATION 200000 UNIVERSITY OF PENNSYLVANIA 3160 CHESTNUT ST PHILADELPHIA PA 19104 PC EDUCATION 3500000 4365248 0 541610 143725 14 884105 900001 2812518 14 1310 18 206628 2956243 1092043 0 4048286 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 91150 45575 45575 NORTHERN TRUST ACCOUNT 25172742 25172742 NORTHERN TRUST ACCOUNT - CHRIS 12 12 INVESTMENT IN ALIXPARTNERS HOLDINGS, LLP AT COST 37051173 37051173 INVESTMENT IN GORILLA AGGREGATOR LP AT COST 1382001 1382001 LEGAL FEES 12447 6224 6223 BOOK TO TAX DIFFERENCE 6669625 INSURANCE 12275 0 12275 LICENSES & FEES 750 0 750 NORTHERN TRUST 1305 1305 1305 NORTHERN TRUST - AFA 5 5 5 OTHER INCOME - ALIXPARTNERS HOLDINGS, LLP 2812518 0 2812518 OTHER INCOME - GORILLA AGGREGATOR LP 0 -80 0 UNREALIZED GAIN 15097178 FOREIGN TAXES 1396 1396 0 BUSINESS TAXES 547690 0 0