Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MAX M & MARJORIE S FISHER FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)TWO TOWNE SQUARE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTHFIELD, MI48076
A Employer identification number

38-1784340
B Telephone number (see instructions)

(248) 415-4000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$280,007,862J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,092,003 6,065,960  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,450,280
b Gross sales price for all assets on line 6a 134,315,287
7 Capital gain net income (from Part IV, line 2)... 3,056,138
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-1,469,751 -1,507,616  
12 Total. Add lines 1 through 11........ 8,072,532 7,614,482  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 475,487 0   475,487
14 Other employee salaries and wages...... 1,191,538 0   1,191,538
15 Pension plans, employee benefits....... 536,952 0   536,952
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
35,438 0   35,438
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
89,616 58,250   31,366
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,345,622 2,550,574   795,048
17 Interest............... 7,985 0   7,985
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
666,576 41,474   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
5,815 0  
20 Occupancy.............. 12,633 0   12,633
21 Travel, conferences, and meetings....... 114,516 0   114,516
22 Printing and publications.......... 9,460 0   9,460
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
392,561 0   483,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,884,199 2,650,298   3,693,823
25 Contributions, gifts, grants paid....... 14,608,614 15,315,204
26 Total expenses and disbursements. Add lines 24 and 25 21,492,813 2,650,298   19,009,027
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,420,281
b Net investment income (if negative, enter -0-) 4,964,184
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 17,038 70,669 70,669
2 Savings and temporary cash investments......... 9,214,794 5,886,810 5,886,810
3 Accounts receivable right arrow337,520
Less: allowance for doubtful accounts right arrow   525,439 337,520 337,520
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 263,935,994 Click to see attachment
List of Attached Documents:
// Content
267,040,171 		267,040,171
14 Land, buildings, and equipment: basis right arrow118,327
Less: accumulated depreciation (attach schedule) right arrow100,302 11,591 Click to see attachment
List of Attached Documents:
// Content
18,025 		18,025
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,539,345 		Click to see attachment
List of Attached Documents:
// Content
6,654,667 		Click to see attachment
List of Attached Documents:
// Content
6,654,667
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 280,244,201 280,007,862 280,007,862
Liabilities 17 Accounts payable and accrued expenses.......... 774,675 1,113,699
18 Grants payable................. 9,203,430 8,545,132
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 9,978,105 9,658,831
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 270,266,096 270,349,031
29 Total net assets or fund balances (see instructions)..... 270,266,096 270,349,031
30 Total liabilities and net assets/fund balances (see instructions). 280,244,201 280,007,862
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
270,266,096
2
Enter amount from Part I, line 27a .....................
2
-13,420,281
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,537,970
4
Add lines 1, 2, and 3 ..........................
4
271,383,785
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,034,754
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
270,349,031
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a NB SELECT OPPORTUNITIES FUND V P    
b DETROIT VENTURE PARTNERS P    
c ARTESIAN FARMS L3C P    
d BLACKSTONE RE PARTNERS V.TE.2 P    
e BLACKSTONE RE PARTNERS VI.TE.2 P    
BLACKSTONE RE PARTNERS VI.TE.2-NQ P    
NB SELECT OPPORTUNITIES FUND V P    
BLACKSTONE RE PARTNERS X.F P    
THOMA BRAVO XV-A LP GLOBAL P    
BREP VII.F (AV-LH.4) P    
BREP VIII.F-NQ (AV-LH.4) P    
THOMA BRAVO FUND XIII-A LP P    
BREP VIII.F-NQ (AV-LH.3) P    
BREP VII.F (AV-LH) P    
BREP VIII.F-NQ (AV-LH.2) P    
BREP VIII.F-NQ (AV-LH) P    
TRIDENT V LP P    
BREP VIII.F-NQ P    
BREP VIII.F (AV-LH.5) P    
BREP VIII.F (AV-LH.4) P    
BREP VIII.F (AV-LH.3) P    
BREP VIII.F (AV-LH) P    
AIO V AIV LP P    
ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND P    
BREP VII.F-NQ (AV-LH.3) P    
ILLUMEN CAPITAL II P    
TRIDENT V LP P    
EQUITABLE PROSPERITY FUND I LP P    
AIO V AIV LP P    
ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND P    
ILLUMEN CAPITAL II P    
BREP VIII.F (AV-LH.2) P    
THOMA BRAVO FUND XIII-A LP P    
MAXIMUM PRIVATE GROWTH FUND P    
THOMA BRAVO XV-A LP P    
BREP VII.F-NQ (AV-LH.4) P    
TFG HEDGE FUND II LLC P    
KINDERHOOK CAPITAL FUND IV-B LP P    
FPA APARTMENT OPPORTUNITY FUND VI A P    
FORTRESS CREDIT OPPORTUNITIES FUND (B) P    
MAXIMUM PRIVATE GROWTH FUND P    
PRAIRIE CAPITAL V P    
MELLON PUBLICLY TRADED SECURITIES P    
METROPOLITAN RE PARTNERS INTERNATIONAL IV P    
SCULPTOR REAL ESTATE PARALLEL FUND III A P    
TFG WAKKR 2012 FUND P    
BREP VIII.F P    
BREP VIII.F-NQ (AV-LH.2) P    
BLACKSTONE RE PARTNERS V.TE.2 P    
BREP VII.F (AV-LH) P    
TRIDENT V LP P    
BLACKSTONE RE PARTNERS VI.TE.2-NQ P    
AIO V AIV LP P    
BLACKSTONE RE PARTNERS VI.TE.2 P    
BREP VII.F-NQ (AV-LH.4) P    
BREP VII.F (AV-LH.4) P    
BREP VIII.F-NQ (AV-LH.3) P    
SCULPTOR REAL ESTATE PARALLEL FUND III A P    
BREP VII.F-NQ (AV-LH.3) P    
BREP VIII.F (AV-LH) P    
BREP VIII.F (AV-LH.2) P    
BREP VIII.F (AV-LH.3) P    
BREP VIII.F (AV-LH.4) P    
BREP VIII.F-NQ (AV-LH) P    
BLACKSTONE RE PARTNERS X.F P    
BREP VIII.F-NQ (AV-LH.4) P    
MAXIMUM PRIVATE GROWTH FUND P    
MAXIMUM PRIVATE GROWTH FUND P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       51
b       639
c       2,862
d       -11
e       -4
      1,348
      -15
      15,958
      156
      -602
      16,654
      972,788
      12,693
      20
      -6,935
      1,389
      47,583
      62
      3,782
      513
      -136
      -1,205
      -1,669
      256,544
      -5,933
      -1,294
      67
      106
      -5,297
      -29,848
      97
      4
      8,768
      -5,445
      3,298
      -2,394
      171,589
      -7,765
      108,047
      5,030
      -362,523
      -3,737
134,186,545   132,381,128 1,805,417
      -2,376
      3,627
      -87,453
      12,946
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
128,742     128,742
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       51
b       639
c       2,862
d       -11
e       -4
      1,348
      -15
      15,958
      156
      -602
      16,654
      972,788
      12,693
      20
      -6,935
      1,389
      47,583
      62
      3,782
      513
      -136
      -1,205
      -1,669
      256,544
      -5,933
      -1,294
      67
      106
      -5,297
      -29,848
      97
      4
      8,768
      -5,445
      3,298
      -2,394
      171,589
      -7,765
      108,047
      5,030
      -362,523
      -3,737
      1,805,417
      -2,376
      3,627
      -87,453
      12,946
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      128,742
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,056,138
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 69,002
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 69,002
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 69,002
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 283,125
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 363,125
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 294,123
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow194,123 Refundedright arrow 11 100,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI, CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MMFISHER.ORG
14
The books are in care ofright arrowEMILY DIEGEL Telephone no.right arrow (248) 415-1440

Located atright arrowTWO TOWNE SQUARE 900SOUTHFIELDMI ZIP+4right arrow48076
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCJ, GK, JE, GM
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JULIE FISHER CUMMINGS TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
PHILLIP WM FISHER MANAGING TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
DR MARJORIE M FISHER TREASURER
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
JANE F SHERMAN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
DAVID SHERMAN NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
CAROLINE RAFFERTY NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
AMANDA FISHER NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
ALISSANDRA ARONOW NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
ANDREW SHERMAN NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
DOUGLAS BITONTI STEWART EXECUTIVE DIRECTOR
40.00 		475,487 51,529 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CYNTHIA ROWELL DIRECTOR, LEARNING &
40.00 		200,733 40,391 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
MEREDITH FREEMAN DIRECTOR, ALIGNMENT
40.00 		199,500 30,492 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
JENNIFER A FAHNESTOCK GRANTS & OPERATIONS
40.00 		150,549 37,152 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
CAMARRAH MORGAN NETWORK PARTNER
40.00 		134,946 41,567 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
CHELSEA LANDRY PROGRAM PARTNER
40.00 		120,750 13,875 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
Total number of other employees paid over $50,000...................right arrow 10
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
TFG LLC ACCOUNTING & FINANCIAL CONSULTING 1,494,148
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
NEUBERGER BERMAN FINANCIAL CONSULTING 605,058
1290 AVENUE OF THE AMERICAS
NEW YORK,NY10104
AVIVAR CAPITAL PROGRAM CONSULTING FEES 125,000
6464 SUNSET BLVD SUITE 1180
LOS ANGELES,CA90028
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 BLACK LEADERS DETROIT - THE ORGANIZATION IS COMMITTED TO CONNECTING COMMUNITIES TO RESOURSES, IMPROVING QUALITY OF LIFE, AND AMELIORATING THE AFFECTS OF RACISM TO LOW-TO-MODERATE INCOME AFRICAN AMERICAN ENTREPRENEURS 150,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow150,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
276,715,565
b
Average of monthly cash balances.......................
1b
7,626,987
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
284,342,552
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
284,342,552
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,265,138
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
280,077,414
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
14,003,871
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
14,003,871
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
69,002
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
81,307
c
Add lines 2a and 2b............................
2c
150,309
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,853,562
4
Recoveries of amounts treated as qualifying distributions................
4
338,470
5
Add lines 3 and 4............................
5
14,192,032
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
14,192,032
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
19,009,027
b
Program-related investments—total from Part VIII-B..................
1b
150,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
12,249
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
19,171,276
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 14,192,032
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 5,114,148
b From 2020...... 9,447,926
c From 2021...... 3,574,525
d From 2022...... 5,380,529
e From 2023...... 9,975,399
f Total of lines 3a through e ........ 33,492,527
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 19,171,276
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 14,192,032
e Remaining amount distributed out of corpus 4,979,244
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 38,471,771
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		5,114,148
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		33,357,623
10 Analysis of line 9:
a Excess from 2020.... 9,447,926
b Excess from 2021.... 3,574,525
c Excess from 2022.... 5,380,529
d Excess from 2023.... 9,975,399
e Excess from 2024.... 4,979,244
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMOUNTS REPORTED ON K-1S

VARIOUS
VARIOUS   99999
OC 		  PC GENERAL PURPOSE GRANT 630

826 MICHIGAN

115 E LIBERTY STREET
ANN ARBOR,MI48104 		  PC WEE BOTS 60,000

AMERICAN FRIENDS OF OGEN INC

29 RIVKA STREET TALPIOT ISRAEL
JERUSALEM    
IS 		  PC GENERAL OPERATIONS 25,000

AMERICAN FRIENDS OF ORR SHALOM INC

PO BOX 796
BEIT SHEMESH    
IS 		  PC BEATING THE ODDS 150,000

AMERICAN FRIENDS OF ORR SHALOM INC

PO BOX 796
BEIT SHEMESH    
IS 		  PC CAMP SAFE HAVEN 160,000

AMERICAN FRIENDS OF ORR SHALOM INC

PO BOX 796
BEIT SHEMESH    
IS 		  PC FINANCIAL STIPENDS FOR 28 WOMEN SERVING IN THE IDF 28,000

AMERICAN FRIENDS OF ORR SHALOM INC

PO BOX 796
BEIT SHEMESH    
IS 		  PC EMERGENCY & OTHER NEEDS 149,800

AMERICAN FRIENDS OF ORR SHALOM INC

PO BOX 796
BEIT SHEMESH    
IS 		  PC SUPPORT FOR GRANT PARTNER STAFF IN ISRAEL: ORR SHALOM 3,000

AMERICAN JEWISH COMMITTEE

6735 TELEGRPAPH RD
BLOOMFIELD HILLS,MI48301 		  PC APPEAL FOR HUMAN RELATIONS 30,000

ANN NORTON SCULPTURE GARDENS

253 BARCELONA RD
WEST PALM BEACH,FL33401 		  PC ANSG CAPACITY SUPPORT 13,867

ANTI-DEFAMATION LEAGUE

6960 ORCHARD LAKE RD SUITE 110
WEST BLOOMFIELD,MI48322 		  PC GENERAL OPERATIONS 30,000

ARTS & SCRAPS

16135 HARPER AVE
DETROIT,MI48224 		  PC STEM THROUGH CREATIVITY FOR BRILLIANT BRIGHTMOOR 30,000

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES (ABFE)

55 EXCHANGE PL
NEW YORK,NY10005 		  PC ABFE AMBASSADOR GIVE DAY 1,000

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES (ABFE)

55 EXCHANGE PL
NEW YORK,NY10005 		  PC 2024 MEMBERSHIP DUES 10,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS MI GREATER DETROIT CHAPTER

PO BOX 598
OXFORD,MI48371 		  PC MARJORIE S. FISHER FELLOWSHIP 11,500

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FLOOR
NEW YORK,NY10017 		  PC BIRTHRIGHT ISRAEL: STRENGTHENING JEWISH IDENTITY AND CONNETION TO THE JEWISH HOMELAND 300,000

BLACK LEADERS DETROIT

2050 15TH ST
DETROIT,MI48216 		  PC BLACK LEADERS DETROIT LEGAL REDEVELOPMENT FOR MISSION PROTECTION 20,000

B'NAI B'RITH HILLEL FOUNDATION AT OSU

46 E 16TH AVE
COLUMBUS,OH43201 		  PC THE MAX M. FISHER ISRAEL OUTREACH & ENGAGEMENT INITIATIVE 17,500

B'NAI B'RITH HILLEL FOUNDATION AT OSU

46 E 16TH AVE
COLUMBUS,OH43201 		  PC BUILDING LEADERS OF TOMORROW 58,000

B'NAI B'RITH HILLEL FOUNDATION AT OSU

46 E 16TH AVE
COLUMBUS,OH43201 		  PC BUCK-ID, HILLEL SECURITY/ IMMEDIATE NEEDS POST OCTOBER 7, 2023 12,000

B'NAI B'RITH HILLEL FOUNDATION AT OSU

46 E 16TH AVE
COLUMBUS,OH43201 		  PC A STRONG CAMPUS RABBI AT OSU HILLEL 60,000

BOYS & GIRLS CLUBS OF PALM BEACH COUNTY INC

800 NORTHPOINT PARKWAY SUITE 204
WEST PALM BEACH,FL334071946 		  PC MARJORIE S. AND MAX M. FISHER BOYS & GIRLS CLUBS ORGANIC GARDENS 47,113

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC BRIGHTMOOR/BQI MOBILE DIAPER DISTRIBUTION PROGRAM 96,355

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC 6-A-DAY ONESIES PROGRAM 48,923

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC BRIGHTMOOR UP! 208,514

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC 2AFTERSCHOOL CLUB 42,000

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC "RISE UP: EMPOWERING YOUNG MOTHERS FOR SUCCESS" 30,000

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC SUPERHERO TRAINING ACADEMY 4,965

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC BRIGHTMOOR MAKERSPACE 10,000

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC 2024 HOLIDAY & CAPACITY BUILDING 50,000

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC A GIRL LIKE ME 3,500

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC CROSS POLLINATION CORRIDOR 2,750

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC GRIEF COUNSELING TRAINING 8,000

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC GRANDPARENTS AS PARENTS CONFERENCE 2,000

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC EXECUTIVE MANAGEMENT SOLUTION LLC 4,800

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC URBAN LINK VILLAGE 4,750

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC BRIGHTMOOR ARTISANS COLLECTION 4,950

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC SUPPORTING BRIGHTMOOR LEADERS ADMINISTRATION 4,571

BRILLIANT DETROIT

5675 LARKINS STREET
DETROIT,MI48210 		  PC CONTINUING KID SUCCESS IN BRIGHTMOOR 150,000

CASS TECHNICAL HIGH SCHOOL

2501 SECOND AVENUE
DETROIT,MI48201 		  PC CASS TECH HARP & VOCAL ENSEMBLES FESTIVAL AT CARNEGIE HALL 16,500

CENTER FOR EFFECTIVE PHILANTHROPY INC

675 MASSACHUSETTS AVE STE 11
CAMBRIDGE,MA02139 		  PC GENERAL OPERATIONS 2,500

CHAMPION EDUCATION NETWORK

PO BOX 250488
WEST BLOOMFIELD,MI48325 		  PC 2024 BEGINNER AND ADVANCED PHOTOGRAPHY CAMPS 47,846

CHAMPION EDUCATION NETWORK

PO BOX 250488
WEST BLOOMFIELD,MI48325 		  PC S.E.E.D PROGRAM 61,800

CITY YEAR DETROIT

2937 EAST GRAND BLVD 4TH FLOOR
DETROIT,MI48202 		  PC GOMPERS ELEMENTARY-MIDDLE SCHOOL TEAM SPONSORSHIP 100,000

CITY YEAR DETROIT

2937 EAST GRAND BLVD 4TH FLOOR
DETROIT,MI48202 		  PC WHOLE SCHOOL WHOLE CHILD: K-8 LITERACY PROGRAM SUPPORT 130,000

CLAL THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC

440 PARK AVE S
NEW YORK CITY,NY10016 		  PC FISHER FLIGHT 15 47,908

COLLEGE FOR CREATIVE STUDIES

201 E KIRBY
DETROIT,MI482024048 		  PC BRIGHTMOOR NEIGHBORHOOD ARTS 110,000

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES

700 SOUTH DIXIE HIGHWAY SUITE 200
WEST PALM BEACH,FL33401 		  PC ARTS & CULTURE REGRANT FUND 225,750

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES

700 SOUTH DIXIE HIGHWAY SUITE 200
WEST PALM BEACH,FL33401 		  PC ARTS & CULTURE REGRANT FUND 152,250

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES

700 SOUTH DIXIE HIGHWAY SUITE 200
WEST PALM BEACH,FL33401 		  PC CUMMINGS RAFFERTY FAMILY FUND 50,000

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES

700 SOUTH DIXIE HIGHWAY SUITE 200
WEST PALM BEACH,FL33401 		  PC FISHER-CUMMINGS FAMILY FUND 300,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET SUITE 2010
DETROIT,MI482263134 		  PC MARJORIE M. FISHER FUND 450,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET SUITE 2010
DETROIT,MI482263134 		  PC FISHER FAMILY MATCHING GRANT 38,335

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET SUITE 2010
DETROIT,MI482263134 		  PC ALISSANDRA ARONOW FUND 50,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET SUITE 2010
DETROIT,MI482263134 		  PC FISHER-CUMMINGS FAMILY FUND 100,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET SUITE 2010
DETROIT,MI482263134 		  PC MAX M. & MARJORIE S. FISHER FOUNDATION EXECUTIVE DIRECTOR FUND 50,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET SUITE 2010
DETROIT,MI482263134 		  PC ANDREW SHERMAN FAMILY FUND 50,000

CONGREGATION B'NAI B'RITH HILLEL

360 CHARLES ST
EAST LANSING,MI48823 		  PC MSU HILLEL/HCAM MENTAL HEALTH - SOCIAL WORKER 50,000

CONNECT DETROIT

613 ABBOTT ST SUITE 410
DETROIT,MI482262135 		  PC BRIGHTMOOR YOUTH SUMMER EMPLOYMENT AND PLANNING 200,000

COUNCIL OF MICHIGAN FOUNDATIONS

3101 E GRAND BLVD SUITE 300
DETROIT,MI48202 		  PC OFFICE OF THE FOUNDATION LIAISON 10,000

COUNCIL OF MICHIGAN FOUNDATIONS

3101 E GRAND BLVD SUITE 300
DETROIT,MI48202 		  PC 2024 MEMBERSHIP DUES 17,000

COUNCIL ON FOUNDATIONS INC

PO BOX 715674
PHILADELPHIA,PA191715674 		  PC 2025 MEMBERSHIP DUES 15,000

DETROIT OPERA

1526 BROADWAY ST
DETROIT,MI482262115 		  PC 2023-2025 GENERAL OPERATIONS 50,000

DETROIT OPERA

1526 BROADWAY ST
DETROIT,MI482262115 		  PC STORYBOOK OPERA 2024-2026 28,500

DETROIT OPERA

1526 BROADWAY ST
DETROIT,MI482262115 		  PC ALVIN AILEY RESIDENCY 19,825

DETROIT PARENT NETWORK

726 LOTHROP ROAD
DETROIT,MI48202 		  PC DETROIT PARENT NETWORK BRIGHTMOOR QUALITY IMPROVEMENT EARLY CHILDHOOD ENRICHMENT AND ENGAGEMENT BQI FIELD TRIPS PROGRAM 100,000

DETROIT PUBLIC MEDIA

48325 ALPHA DRIVE SUITE 150
WIXOM,MI483932247 		  PC EARLY EDUCATION SUPPORT IN BRIGHTMOOR 150,000

DETROIT PUBLIC THEATRE

684 W BALTIMORE AVE SUITE 201
DETROIT,MI48202 		  PC DETROIT PUBLIC THEATRE 2024-25 EDUCATION PROGRAMMING 50,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		  PC THE WHOLE CHILD 100,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		  PC ANNUAL OPERATIONS 2024/25-2027/28 250,000

DEVELOPING KINGDOMS IN DIFFERENT STAGES

24230 W MCNICHOLS RD
DETROIT,MI48219 		  PC ARTMAKERS OF DEVELOPING KIDS 45,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC BQI HOLIDAY PROGRAM 20,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC BRIGHTMOOR CHILDCARE QUALITY INITIATIVE 452,911

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC SOCIAL EMOTIONAL LEARNING INTERN SUPPORT 274,400

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC GRANDPARENTS PARENTING PROGRAMMING 59,169

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC MOM CIRCLES - CHILDREN OF THE RISING SUN 106,492

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC HEAD START/EARLY HEAD START CONTINUATION GRANT 200,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC BUSINESS COACHING WITH CHILDCARE TAX LLC 4,250

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT 5,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC CHILDCARE STAFF PROFESSIONAL DEVELOPMENT 5,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC NATIONAL TRAINING INSTITUTE ON EFFECTIVE PRACTICES 3,845

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC CHILDCARE STAFF PROFESSIONAL DEVELOPMENT 5,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC CHILDCARE CONFERENCES FOR THE DIRECTOR 10,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC CHILDCARE CONFERENCES FOR THE DIRECTOR & STAFF 10,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC EARLY CHILDHOOD LEADERS CITYWIDE CONFERENCE 5,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC CHILDCARE CONFERENCES FOR THE DIRECTOR 5,000

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC SUPPORTING BRIGHTMOOR LEADERS ADMINISTRATION 5,310

DEVELOPMENT CENTERS INC DBA MI EARLY YEARS

17421 TELEGRAPH RD
DETROIT,MI482193165 		  PC MISIDE SOCIAL EMOTIONAL LEARNING FOR BQI 2025 PALM BEACH TRAVEL FOR PD 44,429

ENCOURAGE ME I'M YOUNG

14179 EVERGREEN
DETROIT,MI48223 		  PC QPR - GATE SUICIDE KEEPER PREVENTION TRAINER TRAINING 5,000

EVERYBODY READY

8225 ALLEN RD PMB 163
ALLEN PARK,MI48101 		  PC BRIGHTMOOR QUALITY CHILDCARE INITIATIVE 737,110

FAR CONSERVATORY OF THERAPEUTIC AND PERFORMING ARTS

1669 W MAPLE RD
BIRMINGHAM,MI48009 		  PC EXPRESSIVE ENGAGEMENT - MUSIC AND MOVEMENT THERAPY FOR INDIVIDUALS WITH SPECIAL NEEDS 37,825

FORGOTTEN HARVEST

15000 W EIGHT MILE ROAD
OAK PARK,MI48237 		  PC HEALTHY FOOD HEALTHY BRIGHTMOOR 100,000

FOUNDATION FOR DETROIT'S FUTURE

333 WEST FORT STREET SUITE 210
DETROIT,MI482263134 		  PC DIA SETTLEMENT 125,000

FRESH AIR SOCITEY

6735 TELEGRAPH ROAD SUITE 380
BLOOMFIELD HILLS,MI48301 		  PC JEWISH ARTIST IN RESIDENCE PROGRAM (REFERED TO AS "J-AIR") 100,000

GLEANERS COMMUNITY FOOD BANK

2131 BEAUFAIT ST
DETROIT,MI48207 		  PC BRIGHTMOOR CONNECTION CLIENT CHOICE FOOD PANTRY 200,000

GLOBAL IMPACT INVESTING NETWORK

1 BATTERY PARK PLAZA 2ND FLOOR
NEW YORK,NY10004 		  PC 2025 MEMBERSHIP DUES 5,400

GRANTMAKERS FOR EDUCATION

700 SW 5TH AVENUE 4000 3RD FL
PORTLAND,OR97204 		  PC ARTS EDUCATION IMPACT GROUP 5,000

GRANTMAKERS FOR EDUCATION

700 SW 5TH AVENUE 4000 3RD FL
PORTLAND,OR97204 		  PC 2024 MEMBERSHIP DUES 4,500

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

1310 L STREET SUITE 650
WASHINGTON,DC20005 		  PC 2024 MEMBERSHIP DUES 8,500

HERITAGE WORKS

4444 2ND AVE
DETROIT,MI48201 		  PC DRUM ROLL 75,000

HILLEL OF METRO DETROIT

5221 GULLEN MALL STUDENT CENTER
SUITE 667
DETROIT,MI48202 		  PC HILLELS OF MICHIGAN - ISRAEL FELLOW/STAFF PROGRAM (RENEWAL) 150,000

IMAGINATION PRODUCTIONS INC

11110 W OAKLAND PARK BLVD SUITE 288
SUNRISE,FL33351 		  PC OPENDOR MEDIAS UNPACKED FOR EDUCATORS DIGITAL RESOURCE 100,000

IMPACT SOCIETY GLOBAL

135 MADISON AVE FL 8
NEW YORK,NY10016 		  PC 2024 CONFERENCE/MEMBERSHIP 25,000

IMPACTISRAEL

200 HIGHLAND AVE SUITE 301
NEEDHAM,MA02494 		  PC THERAPEUTIC SUPPORT 11,000

IMPACTISRAEL

200 HIGHLAND AVE SUITE 301
NEEDHAM,MA02494 		  PC ISRAELITE YOUNG WOMEN'S LEADERSHIP PROGRAM 50,000

IMPACTISRAEL

200 HIGHLAND AVE SUITE 301
NEEDHAM,MA02494 		  PC VILLAGE WAY 13,150

INDEPENDENT SECTOR

1602 L STREET NW SUITE 900
WASHINGTON,DC20036 		  PC 2024/25 MEMBERSHIP DUES 12,500

INSIDEOUT LITERARY ARTS PROJECT

5201 CASS AVETHIRD FLOOR
DETROIT,MI48202 		  PC WORD TRAVELERS: EXPLORING LANGUAGE THROUGH POETRY, SONG AND VISUAL ARTS IN ELEMENTARY SCHOOL 54,000

ISAAC AGREE DOWNTOWN SYNAGOGUE

1457 GRISWOLD
DETROIT,MI48226 		  PC BUILDING RENOVATION AND SHARED WORKSPACE COLLABORATION 100,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC KIRYAT YEARIM YOUTH VILLAGE - GENERAL OPERATING SUPPORT 220,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC HEARTBEATS: EARLY CHILDHOOD INTERVENTION FOR ISRAELI FAMILIES 220,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC SPARK.IL 400,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC MASA ISRAEL TEACHING FELLOWS 250,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC ALMA PRE-ARMY ACADEMY FOR WOMENS LEADERSHIP 50,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC KIRYAT YEARIM 85,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC HEARTBEATS 79,160

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC SUPPORT FOR GRANT PARTNER STAFF IN ISRAEL: HEARTBEATS SELF-CARE FOR STAFF 4,000

JEWISH COMMUNITY CENTER

6600 W MAPLE RD
WEST BLOOMFIELD HILLS,MI48322 		  PC PJ LIBRARY IN DETROIT 125,000

JEWISH COMMUNITY CENTER

6600 W MAPLE RD
WEST BLOOMFIELD HILLS,MI48322 		  PC SHARING SHABBAT 25,000

JEWISH FEDERATION OF DETROIT

6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI483012030 		  PC JLIVE 150,000

JEWISH FEDERATION OF DETROIT

6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI483012030 		  PC AMANDA FISHER FUND 50,000

JEWISH FEDERATION OF DETROIT

6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI483012030 		  PC DAVID F. AND ELLEN J. SHERMAN FAMILY PHILANTHROPY FUND 50,000

JEWISH FEDERATION OF DETROIT

6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI483012030 		  PC 2024 AND 2025 ANNUAL CAMPAIGN 1,290,000

JEWISH FEDERATION OF PALM BEACH COUNTY

1 HARVARD CIRCLE SUITE 100
WEST PALM BEACH,FL33409 		  PC PJ LIBRARY IN PALM BEACH 100,000

JEWISH FEDERATIONS OF NORTH AMERICA

48 KING GEORGE STREET
JERUSALEM    
IS 		  PC ENP SPACE (SCHOOL PERFORMANCE AND COMMUNITY EMPOWERMENT) 125,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001 		  PC HONEYCOMB - JEWISH YOUTH PHILANTHROPY 125,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001 		  PC KOL ECHAD MIMKOMO(DBA THE SOCIAL SPACE)CAPACITY BUILDING 52,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001 		  PC YOUTH VILLAGE GIVING CIRCLE 40,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001 		  PC 2025 MEMBERSHIP DUES 20,000

JPRO NETWORK

25 BROADWAY SUITE 1700
NEW YORK,NY10004 		  PC 2025 MEMBERSHIP DUES 1,000

LELAND COMMUNITY AFFAIRS INC

22420 FENKELL
DETROIT,MI48223 		  PC BOARD & STAFF TRAINING 3,250

LITTLE SCHOLARS

19000 W GRAND RIVER AVE
DETROIT,MI48223 		  PC 2-DAY STAFF TRAINING & RETREAT 5,000

LIVE COAL

80 CLAIRMOUNT AVENUE
DETROIT,MI48202 		  PC LIVE COAL EDUCATIONAL PROGRAMMING 40,000

LIVE COAL

80 CLAIRMOUNT AVENUE
DETROIT,MI48202 		  PC VISUAL ARTS CERTIFICATION 800

LIVING ARTS

440 BURROUGHS SUITE 141
DETROIT,MI48202 		  PC LIVING ARTS' BRIGHTMOOR QUALITY INITIATIVE (BQI) 75,000

LORDS PLACE INC

PO BOX 3265
WEST PALM BEACH,FL33402 		  PC GENERAL OPERATING SUPPORT 72,500

MICHIGAN LEAGUE FOR PUBLIC POLICY

1223 TURNER STREET STE G1
LANSING,MI48906 		  PC KIDS COUNT IN MICHIGAN 100,000

MICHIGAN NONPROFIT ASSOCIATION

330 MARSHALL STREET SUITE 200
LANSING,MI48912 		  PC 2024 MEMBERSHIP DUES 11,100

MICHIGAN STATE UNIVERSITY

3408 WOODWARD AVENUE
DETROIT,MI48201 		  PC CMS-D EARLY CHILDHOOD MUSIC 80,000

MISSION INVESTORS EXCHANGE

2440 WEST EL CAMINO REAL SUITE 300
MOUNTAIN VIEW,CA940401498 		  PC 2025 MEMBERSHIP DUES 16,500

MISSIONCITY

20405 SCHOOLCRAFT
DETROIT,MI48223 		  PC CHRISTIAN COMMUNITY DEVELOPMENT ASSOCIATION CONFERENCE 4,050

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024 		  PC MOISHE HOUSE (MH) IN DETROIT: STRENGTHENING LOCAL JEWISH LIFE THROUGH PEER-LED, PLURALISTIC COMMUNITY BUILDING FOR YOUNG ADULTS 25,000

MOSAIC YOUTH THEATRE OF DETROIT

2251 ANTIETAM AVENUE
DETROIT,MI48207 		  PC BRIGHTMOOR MOSAIC DISCOVER & EXPLORE RESIDENCIES AND SUMMER CAMPS 65,422

MOTOWN HISTORICAL MUSEUM INC

2648 WEST GRAND BLVD
DETROIT,MI48208 		  PC MOTOWN MUSEUM SUMMER PROGRAMS 50,000

MUSEUM OF AFRICAN AMERICAN HISTORY

315 E WARREN AVENUE
DETROIT,MI48201 		  PC EXPANDING HISTORY AND CULTURE PROGRAMMING FOR CHILDREN AND YOUTH 50,000

MUSIC HALL CENTER FOR THE PERFORMING ARTS

350 MADISON
DETROIT,MI482262255 		  PC INTRODUCTION TO MUSIC FOR GRADES K, 1, 2, 3 4 AT THE SCHOOL AT MARYGROVE 50,000

NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY

1900 L ST NW SUITE 825
WASHINGTON,DC20036 		  PC 2024 MEMBERSHIP DUES 4,500

NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY

1900 L ST NW SUITE 825
WASHINGTON,DC20036 		  PC 2025 MEMBERSHIP DUES 4,500

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550 SUITE
220
WASHINGTON,DC20006 		  PC LEADERSHIP CIRCLE 2025 10,000

NEW DETROIT INC

3031 W GRAND BLVD SUITE 430
DETROIT,MI48202 		  PC DR. DAVID CAMPT TRAININGS 25,000

NORTHEND CHRISTIAN CDC

9354 OAKLAND ST
DETROIT,MI48211 		  PC GENERAL OPERATION DOLLARS 25,000

OHIO STATE UNIVERSITY FOUNDATION BUCKEYE CLUB

FAWCETT CENTER 8TH FLOOR 2400
OLENTANGY RIVER RD
COLUMBUS,OH43210 		  PC ATHLETIC ADVANCEMENT FUND 1,000

OHIO STATE UNIVERSITY FOUNDATION MAX M FISHER COLLEGE OF BUSINESS

364 W LANE AVE
COLUMBUS,OH432011000 		  PC DEANS INNOVATION FUND: INVESTING IN LEADERSHIP 250,000

OLD NEWSBOYS' GOODFELLOW FUND

PO BOX 44444
DETROIT,MI482440444 		  PC GENERAL OPERATIONS 1,000

ONO ACADEMIC COLLEGE

1 ACADEMIC AVENUE
KIRYAT ONO    
IS 		  PC FULL SPECTRUM ACADEMIC AND ECONOMIC SERVICES FOR POST-ARMY ETHIOPIAN YOUTH 150,000

ORT AMERICA INC

75 MAIDEN LANE 10TH FLOOR
NEW YORK,NY10038 		  PC YOUNIVERSITY ROBOTICS: TECHNOLOGICAL THINKING BEGINS IN KINDERGARTEN 191,905

ORT AMERICA INC

75 MAIDEN LANE 10TH FLOOR
NEW YORK,NY10038 		  PC SUPPORT FOR GRANT PARTNER STAFF IN ISRAEL: ORT, SELF-CARE FOR STAFF 4,000

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVENUE 15TH FLOOR
NEW YORK,NY100176745 		  PC MATAN INVEST IN THE COMMUNITY- FOR IFIE PROJECT 25,000

PAJAMA PROGRAM INC

171 MADISON AVE SUITE 1409
NEW YORK,NY10016 		  PC SUPPORTING HEALTHY SLEEP IN THE BRIGHTMOOR QUALITY INITIATIVE COMMUNITY 68,624

PALM BEACH COUNTY FOOD BANK INC

701 BOUTWELL ROAD A-2
LAKE WORTH BEACH,FL33461 		  PC GENERAL OPERATING SUPPORT 72,500

PEAK GRANTMAKING

1701 PENNSYLVANIA AVE NW SUITE 200
WASHINGTON,DC20006 		  PC 2025 MEMBERSHIP DUES 3,000

SALVATION ARMY GREAT LAKES DIVISION

16130 NORTHLAND DRIVE
SOUTHFIELD,MI48075 		  PC GENERAL OPERATIONS 5,000

SHAKESPEARE IN DETROIT

PO BOX 2642
DEARBORN,MI48123 		  PC SCALING STEAMNEW STRATEGIES, MORE STUDENTS AND, AS ALWAYS, SHAKESPEARE 130,000

SPHINX ORGANIZATION

2200 HUNT STREET SUITE 461
DETROIT,MI48207 		  PC SPHINX OVERTURE-BRIGHTMOOR 130,000

SPHINX ORGANIZATION

2200 HUNT STREET SUITE 461
DETROIT,MI48207 		  PC SPHINX FUTURES FUND 100,000

TAKE STOCK IN CHILDREN

1896 PALM BEACH LAKES BLVD 103
PALM BEACH,FL33409 		  PC SCHOLARSHIPS FOR BGCPB STUDENTS 100,000

THE ARTS LEAGUE OF MICHIGAN

4750 WOODWARD AVENUE - 4TH FLOOR
DETROIT,MI48201 		  PC CARR CENTER DEBBIE ALLEN DANCE ACADEMY SUMMER DANCE INTENSIVE 2023-2024 60,000

THE ARTS LEAGUE OF MICHIGAN

4750 WOODWARD AVENUE - 4TH FLOOR
DETROIT,MI48201 		  PC DANCE INSTRUCTION AT THE CARR CENTER 60,000

THE CENTER FOR MICHIGAN

220 W MICHIGAN AVE
YPSILANTI,MI48197 		  PC 2024/25 BRIDGE BUILDERS LEADERSHIP CIRCLE 2,500

THE COLOR OF AUTISM FOUNDATION

32261 SOUTHFIELD RD
BEVERLY HILLS,MI48025 		  PC BRIGHTMOOR INCLUSIVE CHILD CARE MASTER TRAINER PROGRAM 27,500

THE HEAT AND WARMTH FUND

535 GRISWOLD ST 200
DETROIT,MI48226 		  PC BRIGHTMOOR UTILITY ASSISTANCE AND EFFICIENCY PROGRAM 150,000

THE NATIONAL PROJECT FOR THE ETHIOPIAN COMMUNITY IN ISRAEL LTD (PBC)

48 KING GEORGE STREET
JERUSALEM    
IS 		  PC SPACE PROGRAM 90,000

THE SHABBAT PROJECT INC

228 PARK AVENUE SOUTH STE 77191
NEW YORK,NY10003 		  PC ONETABLE YOUNG ADULT ENGAGEMENT IN PALM BEACH 35,000

THE SHABBAT PROJECT INC

228 PARK AVENUE SOUTH STE 77191
NEW YORK,NY10003 		  PC ONETABLE YOUNG ADULT ENGAGEMENT IN DETROIT 35,000

YUNION INC THE

1129 OAKMAN BLVD
DETROIT,MI48238 		  PC KEYS TO LIFE MENTORING THROUGH MUSIC 50,000

YUNION INC THE

1129 OAKMAN BLVD
DETROIT,MI48238 		  PC ADDITIONAL SUPPORT FOR KEYS2LIFE PERFORMING ARTS SUMMER CAMP 7,400

TONIC INSTITUTE

47 KEARNY ST STE 600
SAN FRANCISCO,CA94108 		  PC 2024 MEMBERSHIP DUES 7,500

UNITED JEWISH FOUNDATION

6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI48303 		  PC PHILLIP WM FISHER SUPPORT FOUNDATION 400,000

UNITED JEWISH FOUNDATION

6735 TELEGRAPH ROAD
BLOOMFIELD HILLS,MI48303 		  PC JANE F. & LARRY D. SHERMAN FAMILY SUPPORT FOUNDATION 400,000

UNITED NEGRO COLLEGE FUND

18701 GRAND RIVER 329
DETROIT,MI48223 		  PC GENERAL OPERATIONS 5,000

UNITED WAY FOR SOUTHEASTERN MICHIGAN

3011 WEST GRAND BOULEVARD STE 500
DETROIT,MI48202 		  PC GENERAL OPERATIONS 75,000

UNIVERSITY OF MICHIGAN HILLEL

1429 HILL STREET
ANN ARBOR,MI48104 		  PC ISRAEL IMMERSIVE EXPERIENCE COORDINATOR 75,000

VISTA MARIA

20651 WEST WARREN AVENUE
DEARBORN HEIGHTS,MI48127 		  PC EXPRESSIVE THERAPIES FOR AT-RISK FOSTER YOUTH 25,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC LITERACY & INCREASED CAPACITY 120,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC LIFT AS WE CLIMB 68,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC PROJECT GROWTH 10,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC CAPACITY GRANT FOR EXPANSION 30,000

YAD EZRA

2850 W 11 MILE RD
BERKLEY,MI480723039 		  PC STAYING CONNECTED TO CELEBRATE THE JEWISH HOLIDAYS 65,000

YMCA OF METROPOLITAN DETROIT

1401 BROADWAY ST STE 3A
DETROIT,MI48226 		  PC YMCA OF METROPOLITAN DETROIT -SUPPORTING BRIGHTMOOR LEADERS 10,000
Total .................................right arrow 3a 15,315,204
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 6,092,003  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		531390 394,142 18 3,056,138  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND 		    14 -49,120  
bAIO V AIV LP     14 -8,752  
cAIO V AIV LP 531390 15,417      
dALMANAC REALTY SECURITIES     14 -153,023  
eARTESIAN FARMS L3C     14 805  
fAXIOM EMERGING MARKETS EQUITY FUND     14 131,528  
gBARON X LP     14 -15,007  
hBLACKSTONE RE PARNTERS VI     14 -124  
iBLACKSTONE RE PARTNERS V     14 -61  
jBLACKSTONE RE PARTNERS V 531390 264      
kBLACKSTONE RE PARTNERS VI 531390 102      
lBLACKSTONE RE PARTNERS VI-NQ     14 -1,328  
mBLACKSTONE RE PARTNERS VI-NQ 531390 -54      
nBLACKSTONE RE PARTNERS X     14 -30,238  
oBLACKSTONE RE PARTNERS X (AV-MH.1)     14 -36,802  
pBLACKSTONE RE PARTNERS X (AV-MH.1) 531390 -89,070      
qBLACKSTONE RE PARTNERS X (AV-MH.3)     14 -49,252  
rBLACKSTONE RE PARTNERS X (AV-MH.3) 531390 2,083      
sBLACKSTONE RE PARTNERS X (OFFSHORE) 531390 -803      
tBLACKSTONE RE PARTNERS X (OFFSHORE)     14 -25,487  
12 Subtotal. Add columns (b), (d), and (e) .. 432,007 7,519,298 121,227
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,072,532
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11 AMOUNTS REPRESENT INTEREST ON LOANS MADE TO ORGANIZATIONS WHOSE MISSION IS CONSISTENT WITH THAT OF THE FOUNDATION.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 89,616 58,250   31,366

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TY 2024 DepreciationSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER 2009-01-01 1,968 1,970 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2010-06-14 2,000 2,000 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2011-02-16 2,230 2,230 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2011-08-29 1,970 1,970 SL 5.000000000000 0 0    
IPADS 2011-09-09 1,398 1,259 SL 5.000000000000 0 0    
COMPUTER 2009-05-13 1,011 1,150 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2012-06-13 1,616 1,616 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2012-12-14 2,099 2,099 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2012-12-14 2,115 2,115 SL 5.000000000000 0 0    
IPADS 2013-05-17 905 905 SL 5.000000000000 0 0    
IPADS 2013-10-09 928 928 SL 5.000000000000 0 0    
CHAIRS 2013-02-06 2,386 2,379 SL 5.000000000000 0 0    
IPAD 2014-11-13 881 881 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2014-11-13 1,190 1,190 SL 5.000000000000 0 0    
OFFICE FURNITURE 2014-04-01 25,921 25,921 SL 7.000000000000 0 0    
PHONES 2014-04-01 970 970 SL 7.000000000000 0 0    
HP ELITEBOOK COMPUTER 2015-03-16 1,533 1,533 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2015-11-19 2,363 2,363 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2016-03-01 2,555 2,555 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2016-10-14 2,789 2,789 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2016-12-21 2,904 2,904 SL 5.000000000000 0 0    
COMPUTER 2017-05-19 2,589 2,589 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2018-02-22 2,908 2,908 SL 5.000000000000 0 0    
IPAD 2018-03-12 528 528 SL 5.000000000000 0 0    
MICROSOFT SURFACE LAPTOP 2018-07-13 2,744 2,744 SL 5.000000000000 0 0    
COMPUTER 2018-08-16 2,431 2,431 SL 5.000000000000 0 0    
NBS - OFFICE FURNITURE 2018-08-23 10,694 8,277 SL 7.000000000000 1,528 0    
ADDITIONAL PHONES 2018-09-10 1,937 1,477 SL 7.000000000000 277 0    
MICROSOFT SURFACE PRO 6 2019-03-22 2,127 2,056 SL 5.000000000000 71 0    
HP ELITEBOOK 850 G4 2019-05-03 2,101 1,961 SL 5.000000000000 140 0    
IPAD AND CASE 2019-07-15 498 450 SL 5.000000000000 48 0    
MICROSOFT SURFACE PRO 6 2019-10-23 2,095 1,781 SL 5.000000000000 314 0    
APPLE IPAD WITH ACCESSORIES 2020-09-24 658 440 SL 5.000000000000 132 0    
HP 450 LAPTOP FOR KENYA AND CAMARRAH 2020-12-31 2,613 1,613 SL 5.000000000000 523 0    
HP 450 LAPTOP FOR ADMINISTRATIVE ASSISTANT 2021-03-22 1,573 893 SL 5.000000000000 315 0    
DOCKING STATION FOR HP LAPTOP 2021-12-31 683 285 SL 5.000000000000 137 0    
HP 450 LAPTOP-ERICKSON (TEMP E.A.) 2022-02-28 1,641 629 SL 5.000000000000 328 0    
10.2-INCH IPAD WI-FI 64 GB SPACE GRAY W/ KEYBOARD CASE 2022-07-19 508 153 SL 5.000000000000 102 0    
HP PROBOOK 450GB 15" LAPTOP (CONNOR) 2022-08-28 1,475 418 SL 5.000000000000 295 0    
MICROSOFT SURFACE PRO 7+ (ROWELL) 2022-09-20 2,182 581 SL 5.000000000000 436 0    
NEW HP LAPTOP (TAPERT) 2022-11-23 1,641 383 SL 5.000000000000 328 0    
DOCKING STATIONS (3) FOR HP LAPTOP (TAPERT) 2022-11-23 720 168 SL 5.000000000000 144 0    
NEW HP LAPTOP (FREEMAN) 2024-04-09 2,201   SL 5.000000000000 330 0    
DOCKING STATION FOR HP LAPTOP (FREEMAN) 2024-04-17 276   SL 5.000000000000 41 0    
LAPTOP (ROWELL) 2024-12-19 2,805   SL 5.000000000000 47 0    
AV EQUIPMENT 2024-12-11 6,968   SL 2.080000000000 279 0    

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TY 2024 ExpenditureResponsibilityStmt
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
REBEL NELL L3C
  		1401 VERMONT ST
DETROIT,MI48216 		2017-12-01 195,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO EMPLOY AND PROVIDE LIFE SKILLS TRAINING TO FORMERLY HOMELESS WOMEN IN DETROIT AND PROVIDE EDUCATION IN FINANCIAL LITERACY, BUSINESS EDUCATION, HEALTH AND WELLNESS, AND EMPOWER THEM TO TRANSITION TO INDEPENDENT LIFE. 195,000 NO JAN, 2019; MAY, 2020; MAY, 2021; MARCH, 2022; MAY 2023; MAY 2024; MAY 2025    
DETROIT COMMUNITY LOAN FUND
  		333 W FORT ST STE 2010
DETROIT,MI48226 		2017-05-12 2,000,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO SUPPORT NEW AND GROWING BUSINESSES IN THE CITY OF DETROIT. 2,000,000 NO AUG, 2019; MAY, 2020; MAY, 2021; MARCH, 2022; MAY 2023; MAY 2024; MAY 2025    
REBEL NELL L3C
  		1401 VERMONT ST
DETROIT,MI48216 		2018-12-17 195,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO EMPLOY AND PROVIDE LIFE SKILLS TRAINING TO FORMERLY HOMELESS WOMEN IN DETROIT AND PROVIDE EDUCATION IN FINANCIAL LITERACY, BUSINESS EDUCATION, HEALTH AND WELLNESS, AND EMPOWER THEM TO TRANSITION TO INDEPENDENT LIFE. 195,000 NO MAY, 2020; MAY, 2021; MARCH, 2022; MAY 2023; MAY 2024; MAY 2025    
DETROIT TRAINING CENTER
  		5151 LORAINE STREET
DETROIT,MI48208 		2020-05-18 350,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO DEVELOP WORKFORCE TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY FOR THOSE WITH VARIOUS BARRIERS TO EMPLOYMENT. 350,000 NO MAY, 2021; MARCH, 2022; MAY 2023; MAY 2024; MAY 2025    
OGEN-SOCIAL LOAN FUND
  		RIVKA 29 JERUSALEM
IS 		2020-06-18 1,000,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO FURTHER PROVIDE LOANS TO FAMILIES IN NEED AND SMALL BUSINESSES THROUGHOUT ISRAEL. 1,000,000 NO MAY, 2021; MARCH, 2022; MAY 2023; MAY 2024 ; MAY 2025    

TY 2024 InvestmentsOtherSchedule2
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACADIAN EMERGING MARKETS SMALL CAP EQUITY FMV 6,031,360 6,031,360
ALMANAC REALTY SECURITIES IX FMV 2,436,249 2,436,249
ANCHORAGE ILLIQUID OPPORTUNITIES OFFSHORE V FMV 982,765 982,765
ARTISAN INTERNATIONAL VAL-ADV FMV 4,951,174 4,951,174
AXIOM EMERGING MARKETS EQUITY FMV 2,386,464 2,386,464
BARON X FMV 2,249,483 2,249,483
BLACKROCK HIGH YIELD FMV 10,928,418 10,928,418
BLACKSTONE REAL ESTATE PARTNERS V FMV 3,680 3,680
BLACKSTONE REAL ESTATE PARTNERS VI FMV 1,710 1,710
BLACKSTONE REAL ESTATE PARTNERS VII FMV 312,422 312,422
BLACKSTONE REAL ESTATE PARTNERS VIII FMV 1,183,093 1,183,093
BLACKSTONE REAL ESTATE PARTNERS X FMV 2,093,979 2,093,979
DETROIT VENTURE PARTNERS (MRI) FMV 545,333 545,333
ETHOS CAPITAL INVESTMENTS A FMV 6,207,136 6,207,136
FDTN CLARKSTON SMALL CAPITAL QUALITY VALUE FMV 3,655,279 3,655,279
FDTN KAYNE ANDERSON SMALL CAP GROWTH FMV 5,692,652 5,692,652
FDTN NB INTERNATIONAL EQUITY ADR FMV 6,289,339 6,289,339
FDTN NB SUSTAINABLE RESEARCH OPPORTUNITIES FMV 32,932,521 32,932,521
FDTN TIAA CREF CORE IMPACT BOND FMV 43,053,468 43,053,468
FDTN WCM INTERNATIONAL FOCUSED GROWTH FMV 5,068,399 5,068,399
FORTRESS CREDIT OPPS FUND B LP FMV 56,045 56,045
FPA APARTMENT OPPORTUNITY FUND VI FMV 728,935 728,935
FPA APARTMENT OPPORTUNITY FUND VII FMV 2,560,462 2,560,462
GOLDENTREE DISTRESSED FUND III (CAYMAN) FMV 896,567 896,567
GSO ENERGY SELECT OPPORTUNITIES FEEDER FUND FMV 182,648 182,648
ILLUMEN CAPITAL II LP (MRI) FMV 292,959 292,959
ISHARES ESG AWARE MSCI USA FMV 8,336,200 8,336,200
ISHARES MSCI JAPAN ETF FMV 2,211,348 2,211,348
KINDERHOOK CAPITAL FUND IV-B FMV 3,732 3,732
METROPOLITAN REAL ESTATE PARTNERS IV FMV 409,714 409,714
MFS EMERGING MARKETS DEBT FMV 12,490,547 12,490,547
NB CREDIT OPP II CAYMAN FEEDER FMV 7,267,698 7,267,698
NB REAL ESTATE SECONDARY OPPORTUNITIES OFFSHORE FUND II FMV 1,554,109 1,554,109
NB SELECT OPPORTUNITIES FUND V FMV 8,758,612 8,758,612
NEW MOUNTAIN PARTNERS III FMV 47,052 47,052
PICO VENTURE PARTNERS III FMV 599,974 599,974
PRAIRIE CAPITAL V FMV 620,681 620,681
RAM REALTY PARTNERS VI FMV 1,862,821 1,862,821
SCULPTOR REAL ESTATE FUND III FMV 122,278 122,278
STRATEGIC VALUE SPECIAL SITUATION FEEDER FUND II FMV 540,328 540,328
TFG 2011 ARA II FUND FMV 300,884 300,884
TFG 2012 EC MEZZ FUND FMV 203,213 203,213
TFG ARA III 2013 FUND FMV 2,266,209 2,266,209
TFG ARBOR IV 2015 FUND FMV 493,437 493,437
TFG ARBOR V 2019 FUND FMV 2,079,761 2,079,761
TFG ARTEMIS IX 2017 FUND FMV 4,211,864 4,211,864
TFG ARTEMIS VIII 2013 FUND FMV 1,272,232 1,272,232
TFG AXIOS IV 2015 FUND FMV 2,150,704 2,150,704
TFG AXIOS V 2018 FUND FMV 4,351,345 4,351,345
TFG BAR ASIA VII FUND 2018 FMV 1,898,005 1,898,005
TFG BRAVO XIV 2020 FUND FMV 4,563,141 4,563,141
TFG CHERRY LAKE FUND FMV 6,620,319 6,620,319
TFG EC III 2014 FUND FMV 1,485,632 1,485,632
TFG ELAB II 2017 FUND FMV 2,901,596 2,901,596
TFG ENERGY RIDGE 2013 FUND FMV 26,358 26,358
TFG ENERGY RIDGE III 2015 FUND FMV 1,986,355 1,986,355
TFG EXETER IV 2017 FUND FMV 182,189 182,189
TFG HEDGE FUND II FMV 751,854 751,854
TFG HURON 2016 FUND FMV 2,455,017 2,455,017
TFG KINDER V 2017 FUND FMV 179,003 179,003
TFG MAGNETITE 2014 FUND FMV 348,037 348,037
TFG NEWVEST SECONDARIES 2013 FUND FMV 455,041 455,041
TFG OCEANS IV 2019 FUND FMV 1,680,143 1,680,143
TFG PAM V 2020 FUND FMV 3,137,529 3,137,529
TFG PONT SK 2019 FUND FMV 4,754,331 4,754,331
TFG RAISED CITY 2018 FUND FMV 5,423 5,423
TFG RAM IV 2015 FUND FMV 336,107 336,107
TFG RAM RE FUND LLC FMV 359,058 359,058
TFG RAM V 2018 FUND FMV 881,397 881,397
TFG TRI EURO 2015 FUND 4 FMV 1,230,885 1,230,885
TFG TRI EURO 2018 FUND 5 FMV 1,318,263 1,318,263
TFG TRIDENT VI 2014 FUND FMV 959,685 959,685
TFG TRIEUROPROP 2013 FUND FMV 552,056 552,056
TFG VISTA 2014 FUND FMV 3,577,373 3,577,373
TFG VISTA VI 2016 FUND FMV 2,917,760 2,917,760
TFG WAKKR 2012 FUND FMV 657,628 657,628
THOMA BRAVO FUND XIII FMV 7,590,327 7,590,327
THOMA BRAVO FUND XV-A FMV 6,124,165 6,124,165
TRIDENT V LP FMV 718,574 718,574
VANGUARD RUSSELL 2000 ETF FMV 2,509,637 2,509,637

TY 2024 LandEtcSchedule2
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE EQUIPMENT 41,908 40,832 1,076 1,076
COMPUTERS 69,451 59,191 10,260 10,260
LEASEHOLD IMPROVEMENTS 6,968 279 6,689 6,689


TY 2024 LegalFeesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 35,438 0   35,438


TY 2024 OtherAssetsSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM-RELATED INVESTMENTS 6,663,986 6,109,243 6,109,243
ARTWORK 87,500 87,500 87,500
RIGHT TO USE ASSET NET OF AMORTIZATION 219,007 146,004 146,004
ALLOWANCE FOR CREDIT LOSSES -710,646 0 0
INTEREST RECEIVABLE 258,957 290,220 290,220
DIVIDEND RECEIVABLE 20,541 21,700 21,700


TY 2024 OtherDecreasesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Amount
K-1 INCOME/LOSS 1,034,754


TY 2024 OtherExpensesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EMPLOYEE TRAINING 35,110 0   35,110
MISCELLANEOUS EXPENSES 25,276 0   25,276
TELEPHONE EXPENSE 8,975 0   8,975
POSTAGE 932 0   932
INFORMATION SYSTEMS 8,290 0   8,290
GRANT TRACKING SOFTWARE 57,179 0   57,179
CONTRIBUTION SPONSORSHIPS EXPENSE 31,813 0   31,813
PRI EXPENSE - UNCOLLECTIBLE 151,983 0   151,983
ACCRUAL ADJUSTMENTS 0 0   163,842
AMORTIZATION 73,003 0   0


TY 2024 OtherIncomeSchedule2
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND -49,120 -49,120 -49,120
AIO V AIV LP -8,752 -8,752 -8,752
AIO V AIV LP 15,417 0 15,417
ALMANAC REALTY SECURITIES -153,023 -153,023 -153,023
ARTESIAN FARMS L3C 805 805 805
AXIOM EMERGING MARKETS EQUITY FUND 131,528 131,528 131,528
BARON X LP -15,007 -15,007 -15,007
BLACKSTONE RE PARNTERS VI -124 -124 -124
BLACKSTONE RE PARTNERS V -61 -61 -61
BLACKSTONE RE PARTNERS V 264 0 264
BLACKSTONE RE PARTNERS VI 102 0 102
BLACKSTONE RE PARTNERS VI-NQ -1,328 -1,328 -1,328
BLACKSTONE RE PARTNERS VI-NQ -54 0 -54
BLACKSTONE RE PARTNERS X -30,238 -30,238 -30,238
BLACKSTONE RE PARTNERS X (AV-MH.1) -36,802 -36,802 -36,802
BLACKSTONE RE PARTNERS X (AV-MH.1) -89,070 0 -89,070
BLACKSTONE RE PARTNERS X (AV-MH.3) -49,252 -49,252 -49,252
BLACKSTONE RE PARTNERS X (AV-MH.3) 2,083 0 2,083
BLACKSTONE RE PARTNERS X (OFFSHORE) -803 0 -803
BLACKSTONE RE PARTNERS X (OFFSHORE) -25,487 -25,487 -25,487
BREP VII.F -866 -866 -866
BREP VII.F (AV-LH) -331 -331 -331
BREP VII.F (AV-LH) -224 0 -224
BREP VII.F (AV-LH.2) -197 -197 -197
BREP VII.F (AV-LH.4) 50 50 50
BREP VII.F (AV-LH.4) -5,960 0 -5,960
BREP VII.F-NQ -1 -1 -1
BREP VII.F-NQ (AV-LH) 1,349 1,349 1,349
BREP VII.F-NQ (AV-LH.3) -2,324 -2,324 -2,324
BREP VII.F-NQ (AV-LH.3) 17,938 0 17,938
BREP VII.F-NQ (AV-LH.4) 2,382 2,382 2,382
BREP VIII.F -2,704 -2,704 -2,704
BREP VIII.F (AV-LH) -7,933 0 -7,933
BREP VIII.F (AV-LH) -2,988 -2,988 -2,988
BREP VIII.F (AV-LH.2) -13 0 -13
BREP VIII.F (AV-LH.2) -121 -121 -121
BREP VIII.F (AV-LH.3) -5,079 0 -5,079
BREP VIII.F (AV-LH.3) -850 -850 -850
BREP VIII.F (AV-LH.4) -404 -404 -404
BREP VIII.F (AV-LH.4) -27,576 0 -27,576
BREP VIII.F (AV-LH.5) -1,439 -1,439 -1,439
BREP VIII.F-NQ -107 -107 -107
BREP VIII.F-NQ (AV-LH) -1,392 -1,392 -1,392
BREP VIII.F-NQ (AV-LH) -17,054 0 -17,054
BREP VIII.F-NQ (AV-LH.2) -12,659 0 -12,659
BREP VIII.F-NQ (AV-LH.2) -1,981 -1,981 -1,981
BREP VIII.F-NQ (AV-LH.3) 2,068 2,068 2,068
BREP VIII.F-NQ (AV-LH.3) -12,123 0 -12,123
BREP VIII.F-NQ (AV-LH.4) -4,244 -4,244 -4,244
BREP VIII.F-NQ (AV-LH.4) -9,506 0 -9,506
DETROIT VENTURE PARTNERS -556 -556 -556
EQUITABLE PROSPERITY FUND I LP -25,315 -25,315 -25,315
ETHOS CAPITAL INVESTMENTS A LP -208,341 -208,341 -208,341
FORTRESS CREDIT OPPORTUNITIES FUND (B) -950 -950 -950
FPA APARTMENT OPPORTUNITY FUND VI A -14,041 -14,041 -14,041
FPA APARTMENT OPPORTUNITY FUND VII-A -34,182 -34,182 -34,182
GSO ESOF FINANCE -33 -33 -33
GSO ESOF FINANCE 2 -64 -64 -64
KINDERHOOK CAPITAL FUND IV-B LP -625 -625 -625
MAXIMUM PRIVATE GROWTH FUND -743,862 -743,862 -743,862
METROPOLITAN RE PARTNERS INTERNATIONAL IV -9,044 -9,044 -9,044
METROPOLITAN RE PARTNERS INT'L II -689 -689 -689
NB RE SECONDARY OPPORTUNITIES FUND II -2,590 -2,590 -2,590
NB SELECT OPPORTUNITES FUND V -95,326 -95,326 -95,326
NEW MOUNTAIN PARTNERS III -35 -35 -35
PICO VENTURE PARTNERS III -35,624 -35,624 -35,624
PRAIRIE CAPITAL V 32,850 0 32,850
PRAIRIE CAPITAL V -7,544 -7,544 -7,544
RAM REALTY PARTNERS VI -28,126 -28,126 -28,126
ROYALTY INCOME FROM K-1 38,603 38,603 38,603
SCULPTOR REAL ESTATE PARALLEL FUND III A 19,818 19,818 19,818
SCULPTOR REAL ESTATE PARALLEL FUND III A 5,702 0 5,702
TFG HEDGE FUND II LLC -12,158 -12,158 -12,158
TFG WAKKR 2012 FUND -19,218 -19,218 -19,218
THIRD & GRAND INVESTORS, LLC -1,179 -1,179 -1,179
THOMA BRAVO FUND XIII-A LP -69,534 -69,534 -69,534
THOMA BRAVO XV-A -88,503 -88,503 -88,503
TRIDENT V LP 124 0 124
TRIDENT V LP -466 -466 -466
THOMA BRAVO XV-A LP GLOBAL -8,951 -8,951 -8,951
OTHER INCOME - PRI 121,227 121,227 121,227
BLACKSTONE RE PARTNERS X -1,622 0 -1,622
EQUITABLE PROSPERITY FUND I LP -4,919 0 -4,919
MAXIMUM PRIVATE GROWTH FUND 724,739 0 724,739
TFG WAKKR 2012 FUND 5 0 5
THIRD & GRAND INVESTORS, LLC -566,764 0 -566,764
ILLUMEN CAPITAL II -29,347 -29,347 -29,347


TY 2024 OtherIncreasesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Amount
UNREALIZED GAIN 14,537,970


TY 2024 OtherProfessionalFeesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MELLON CUSTODIAL FEES 64,470 64,470   0
PAYROLL 1 FEES 3,514 0   3,514
INVESTMENT MANAGEMENT FEES 1,577,331 1,577,331   0
WEBSITE MAINTENANCE 95,384 0   95,384
PROGRAM CONSULTANT 206,810 0   206,810
TFG SERVICE PROVIDER FEE 1,398,113 908,773   489,340


TY 2024 TaxesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FORM 990 TAXES 624,293 0   0
STATE TAXES 809 0   0
FOREIGN TAX 41,474 41,474   0