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Nonprofit · EIN 38-3171122

THE ALIX FOUNDATION

Tax-exempt · BIRMINGHAM, MI 48009

Financials

$12.4M$30M2023$4M$5.1M2024
Revenue Expenses · by fiscal year end
Financials of THE ALIX FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,048,286$5,115,956-$1,067,670$63,925,958$11,400,000$52,525,958
December 31, 2023990-PF$12,359,258$29,993,618-$17,634,360$56,566,075$11,400,000$45,166,075
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,027,830
Net gain from sales of assets
$206,628
Other income
$2,813,828

Expenses

Grants and similar amounts paid
$4,365,248
Compensation of officers, directors and key employees
$85,000
Disbursements for charitable purposes
$4,472,571
Excise tax on investment income
$13,848

Balance sheet and other

Total assets, start of year
$56,566,075
Total assets, end of year
$63,925,958
Total liabilities, end of year
$11,400,000
Net assets, end of year
$52,525,958
Fair market value of assets
$63,925,958
Qualifying distributions
$4,472,571
Net investment income
$1,091,963

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHRISTINE T ALIX
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
PRESIDENT2$42,500
ANIKA F ALIX
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
DIRECTOR1$42,500
JAY ALIX
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
CHAIRMAN OF THE BOARD1$0
ROBERT E SHIELDS
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
CEO1$0
ARTHUR J KUBERT
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
VP,CFO,SECRETARY & TREASURER1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CHRISTINE T ALIX
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
PRESIDENT2$30,000
ANIKA F ALIX
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
DIRECTOR1$30,000
JAY ALIX
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
CHAIRMAN OF THE BOARD1$0
ROBERT E SHIELDS
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
CEO1$0
ARTHUR J KUBERT
151 S OLD WOODWARD AVE 400, BIRMINGHAM, MI 48009
VP,CFO,SECRETARY & TREASURER1$0

Address and contacts

Address (IRS master file)
151 S OLD WOODWARD AVE STE 400, BIRMINGHAM, MI 48009-6103
In care of
% THE ALIX FOUNDATION
Signed the 990-PF
ARTHUR J KUBERT, CFO/TREASURER
Phone
(248) 554-4900
Return prepared by
PLANTE & MORAN PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3171122
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$63,925,958
Income (IRS master file)
$10,293,683

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,048,286$5,115,956$63,925,958XML
990-TDecember 2024–––IRS
990-PFDecember 2023$12,359,258$29,993,618$56,566,075XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3171122).

Questions about THE ALIX FOUNDATION

What is the EIN of THE ALIX FOUNDATION?
The employer identification number (EIN) of THE ALIX FOUNDATION is 38-3171122.
Is THE ALIX FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE ALIX FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ALIX FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ALIX FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ALIX FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE ALIX FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $42,500 (CHRISTINE T ALIX, PRESIDENT).
How much revenue does THE ALIX FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,048,286, expenses of $5,115,956 and total assets of $63,925,958 at year end.

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