2025-08-25T15:09:51-05:00 2024-12-31 382706146 YEO & YEO PC PO Box 3275 Saginaw MI 48605 990PF 2024-01-01 382429175 Wm McNally Family Foundation WILL 9897772361 5825 Dixie Highway Saginaw MI 48601 Jeffrey McNally Treasurer 9897772361 2025-08-08 1 1 Andrew T Matuzak P01541733 9897939830 2025-08-08 2024 2025-03-06 01:10:19Z X 13705621 X X 2198 1072 435448 435448 15942 915914 15942 453588 452462 21050 5259 15791 5020 5020 0 13443 13443 0 172 172 0 1878 1878 0 41563 25772 15791 622050 622050 663613 25772 637841 -210025 426690 6212535 5285773 5285773 2090784 2341822 4534168 2661979 3158878 3306828 620998 578852 578852 11586296 11365325 13705621 0 0 X 0 0 0 0 11586296 11365325 11586296 11365325 11586296 11365325 11586296 -210025 0 11376271 10946 11365325 McNally Investment Group P 1418 1418 1418 Fidelity Investment Cap Gain P 8610 8610 8610 Fidelity Investment ST Cap Gain 538490 578080 -39590 -39590 Fidelity Investment LT Cap Gain 367396 321892 45504 45504 15942 5931 0 5931 0 5931 7594 0 0 0 7594 0 1663 1663 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A Jeff McNally 9897772360 5825 Dixie Highway Saginaw MI 48601 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jeffrey W McNally 9602 W Tuscola Rd Frankenmuth MI 48734 Treasurer 1.00 3250 0 0 Dwight L McNally 10295 Thomas Woods Road Saginaw MI 48609 President 1.00 3250 0 0 Brian D McNally 111 North Main Royal Oak MI 48067 Secretary 1.00 3550 0 0 Ryan McNally 5825 Dixie Highway Saginaw MI 48601 Trustee 1.00 3250 0 0 Meghan Wininger 5825 Dixie Highway Saginaw MI 48601 Trustee 1.00 3250 0 0 Brandon McNally 5825 Dixie Highway Saginaw MI 48601 Trustee 1.00 2250 0 0 Jillian Lovett 5825 Dixie Highway Saginaw MI 48601 Trustee 1.00 2250 0 0 NONE 0 NONE 0 The foundation does not conduct direct charitable activities or incur expenses relative to charitable activities except in the performance of necessary evaluation of grants to organizations as set forth in Part XV. 0 0 0 0 7347980 5753879 599925 13701784 0 0 13701784 205527 13496257 674813 674813 5931 5931 668882 0 668882 0 668882 637841 0 637841 668882 616827 0 0 637841 616827 0 0 21014 0 0 0 0 0 0 0 0 647868 0 0 0 Jeff McNally 5825 Dixie Highway Saginaw MI 48601 9897772361 Letter form - No formal requirements None None All Things Kabuki 5155 E Capon Cir Wasilla AK 99654 None PC General 3000 Big Brothers Big Sisters 4600 Fashion Square Blvd Saginaw MI 48604 None PC General Fund 5000 Boy Scouts of America Water & Woods 507 W Atherton Rd Flint MI 48507 None PC Shape the lives of youth 5000 Camp Restore Detroit 17100 Chalmers St Detroit MI 48205 None PC Promote the comeback city 20000 CAN Council 1311 N Michigan Ave Saginaw MI 48602 None PC General Fund 10000 Children's Zoo at Celebration Squar 1730 S Washington Ave Saginaw MI 48601 None PC General 100000 CMU College of Medicine 1632 Stone St Saginaw MI 48602 None PC General 33000 Council of MI Foundations 125 Ottawa NW Grand Rapids MI 49503 None PC Provide general funds 4050 Covenant Healthcare Found 4800 Fashion Sq Blvd Saginaw MI 48604 None PC Capital campaign for building 100000 Frankenmuth Little Angels 429 Zehnder Dr Frankenmuth MI 48734 None PC General Fund 1000 Girl Scouts Heart of Michigan 5470 Davis Rd Saginaw MI 48604 None PC General 5000 Historical Society of Bridgeport 6190 Dixie Hwy Bridgeport MI 48722 None PC General Fund 4000 Hospital Hospitality House 1701 N Michigan Ave Saginaw MI 48602 None PC Lodging for families in hospitals 22500 LEAD 705 Bayliss St STE 400 Midland MI 48640 None PC General Fund 1000 Major Chords for Minors 103 S Mason St Saginaw MI 48602 None PC Youth music education 20000 Mayo Clinic Fdn 200 First Street SW Rochester MN 55905 None PC Diagnose and treat complex illness 10000 Mid Michigan Childrens Museum 315 W Genesee Ave Saginaw MI 48602 None PC General Fund 7500 Mission Opportunities Short Term 655 Phoenix Drive Ann Arbor MI 48108 None PC General Fund 5000 North Pointe Christian Schools 3101 Leonard St NE Grand Rapids MI 49525 None PC General Fund 10000 Old Town Christian Outreach Center 600 Gratiot Ave Saginaw MI 48602 None PC General Fund 500 One Week One Street 2609 E Genesee Ave Saginaw MI 48601 None PC General Fund 5000 Peace Lutheran School 3161 Lawndale Rd Saginaw MI 48603 None PC General Fund 2500 Read Association of Saginaw Co 100 S Jefferson Ave Ste 2 Saginaw MI 48607 None PC General 4000 Rescue Ministries of Mid-Michigan 1021 Burt St Saginaw MI 48607 None PC General 25000 Saginaw Area Fireworks Inc PO Box 1923 Saginaw MI 48605 None PC Provide general funds 2000 Saginaw Community Foundation 1 Tuscola St Ste 100b Saginaw MI 48607 None PC General Fund 30000 Saginaw Future - Talent Attraction Init 515 N Washington Ave 3rd Floor Saginaw MI 48607 None PC General Fund 10000 Saginaw Promise Zone Authority 1 Tuscola St Saginaw MI 48607 None PC Promise Zone 7000 Saginaw Shiawassee Habitat for Humanity 315 W Holland St Saginaw MI 48602 None PC Downtown improvement projects 7500 Shine Bright Saginaw-Community Fdn 1 Tuscola St Ste 100b Saginaw MI 48607 None PC General Fund 25000 Special Olympics of Michigan 6624 Timber Ridge Drive Bloomfield MI 48301 None PC Fund Saginaw participants in olympic 1000 Stand Up Award 2120 Bay St Saginaw MI 48602 None PC General Fund 1000 SVSU Dance Team 7400 Bay Rd University Center MI 48710 None PC General 7500 SVSU Foundation 7400 Bay Rd University Center MI 48710 None PC Education 38000 Temple Arts 1126 N Michigan Ave Saginaw MI 48602 None PC General Fund 25000 Underground Railroad 5647 State Street Suite A Saginaw MI 48603 None PC General Fund 10000 Wellspring Lutheran Services 2825 Wieneke Rd Saginaw MI 48603 None PC General Fund 25000 Women of Colors 3057 Davenport Avenue Saginaw MI 48602 None PC General Fund 5000 YMCA of Saginaw 1915 Fordney Saginaw MI 48601 None PC Programs develop healthy spirit body 25000 622050 0 14 2198 14 435448 18 15942 Misc 14 0 453588 0 453588 0 0 0 0 0 0 0 0 0 0 Wm. McNally Family Foundation 4200 4200 0 McNally Investment Group 820 820 0 investments or incur any expenses relative to program 0 Fidelity - Stock 2341822 4534168 Fidelity - Equity ETPs AT COST 697468 811236 Fidelity - Fixed Income ETPs AT COST 99543 100340 Fidelity - Other ETPs AT COST 94488 108959 Fidelity - Stock Funds AT COST 138554 157468 Fidelity - Short-Term Funds AT COST 2128825 2128825 Investment - McNally Investment Grou 620998 578852 578852 Other Adjustments 10946 McNally Investment State Filing Fee 6 6 0 Annual Report 20 20 0 Office Supplies 158 158 0 Other Expenses 1694 1694 0 Investment fees 12000 12000 0 McNally Investment Group 1443 1443 0 Foreign Taxes 172 172 0