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
STRUM ALLESEE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)261 E MAPLE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, MI48009
A Employer identification number

38-3379630
B Telephone number (see instructions)

(248) 310-6040
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$12,373,945J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,576 9,576  
4 Dividends and interest from securities... 83,907 82,796  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -167,273
b Gross sales price for all assets on line 6a 6,781,335
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ -73,790 92,372  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,802 11,401   11,401
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
65,785 65,785   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,228 228   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
688 344   344
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 106,503 77,758   11,745
25 Contributions, gifts, grants paid....... 376,500 376,500
26 Total expenses and disbursements. Add lines 24 and 25 483,003 77,758   388,245
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -556,793
b Net investment income (if negative, enter -0-) 14,614
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............. 6,357    
2 Savings and temporary cash investments......... 1,985,287 612,526 612,526
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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).......... 9,770,185 Click to see attachment
List of Attached Documents:
// Content
10,592,510 		11,761,419
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,761,829 11,205,036 12,373,945
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)......... 0 0
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 11,761,829 11,205,036
29 Total net assets or fund balances (see instructions)..... 11,761,829 11,205,036
30 Total liabilities and net assets/fund balances (see instructions). 11,761,829 11,205,036
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
11,761,829
2
Enter amount from Part I, line 27a .....................
2
-556,793
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,205,036
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,205,036
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d PUBLICLY TRADED SECURITIES P    
e SALE OF CONTRACTS P    
SALE OF CONTRACTS 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 43,260   37,324 5,936
b 189,626   158,123 31,503
c 4,054,873   3,577,931 476,942
d 2,426,847   3,175,230 -748,383
e 34,027     34,027
32,702     32,702
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       5,936
b       31,503
c       476,942
d       -748,383
e       34,027
      32,702
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 -167,273
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) 1 203
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........................... 3 203
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- ..... 5 203
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,064
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,064
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 7,861
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,861 Refundedright arrow 11 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARCI DESCHNER Telephone no.right arrow (248) 703-7382

Located atright arrow261 E MAPLE ROADBIRMINGHAMMI ZIP+4right arrow48009
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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
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)
 
No
(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
 
 
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
MICHAEL ACHESON PRESIDENT, DIRECTOR
0.25 		0 0 0
261 E MAPLE ROAD
BIRMINGHAM,MI48009
ADELE ACHESON SECRETARY, DIRECTOR
0.25 		0 0 0
261 E MAPLE ROAD
BIRMINGHAM,MI48009
MARCI DESCHNER TREASURER, DIRECTOR
0.25 		0 0 0
261 E MAPLE ROAD
BIRMINGHAM,MI48009
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
NONE
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
11,252,914
b
Average of monthly cash balances.......................
1b
885,521
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,138,435
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
12,138,435
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
182,077
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,956,358
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
597,818
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
597,818
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
203
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
203
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
597,615
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
597,615
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
597,615
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
388,245
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
388,245
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 7 597,615
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 261,458
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 388,245
a Applied to 2023, but not more than line 2a 261,458
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..... 126,787
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		470,828
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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

CRANBROOK EDUCATIONAL COMMUNITY

PO BOX 801
BLOOMFIELD HILLS,MI48303 		NONE PC EDUCATIONAL 50,000

DETROIT OPERA

1526 BROADWAY
DETROIT,MI48226 		NONE PC PERFORMING ARTS 5,000

DETROIT PUBLIC THEATER

3960 THIRD AVENUE
DETROIT,MI48201 		NONE PC PERFORMING ARTS 5,000

DETROIT PUBLIC TV

48325 ALPHA DR SUITE 150
WIXOM,MI48393 		NONE PC PUBLIC TELEVISON 15,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		NONE PC PERFORMING ARTS 15,000

EISENHOWER DANCE DETROIT

450 ENTERPRISE COURT
BLOOMFIELD HILLS,MI48302 		NONE PC PERFORMING ARTS 12,500

FLORIDA STATE UNIVERSITY ALUMNI ASSOCIATION

1030 WEST TENNESSEE STREET
TALLAHASSEE,FL32304 		NONE PC EDUCATIONAL 5,000

FSU FOUNDATION

325 W COLLEGE AVENUE
TALLAHASSEE,FL32301 		NONE PC EDUCATIONAL 30,000

FSU SEMINOLE BOOSTERS

PO BOX 1353
TALLAHASSEE,FL32302 		NONE PC GENERAL DONATIONEDUCATION 20,000

HOSPICE OF MICHIGAN

400 GALLERIA OFFICENTRE STE 400
SOUTHFIELD,MI48034 		NONE PC HEALTHCARE 5,000

MATH CORPS

261 E MAPLE RD
BIRMINGHAM,MI48009 		NONE NC EDUCATIONAL 100,000

MUSEUM OF FINE ARTS

255 BEACH DRIVE NE
ST PETERSBURG,FL33701 		NONE PC PERFORMING ARTS 15,000

OAKLAND UNIVERSITY

3151 UNIVERSITY DRIVE
AUBURN HILLS,MI483262359 		NONE PC EDUCATIONAL 36,000

THE PARADE COMPANY DETROIT

9500 MT ELLIOTT STUDIO A
DETROIT,MI48211 		NONE PC PERFORMING ARTS 10,000

WAYNE STATE UNIVERSITY

5475 WOODWARD AVE
DETROIT,MI48202 		NONE PC EDUCATION 35,000

WRCJ

48325 ALPHA DR SUITE 150
WIXOM,MI48393 		NONE PC PUBLIC GENERAL WELFARE 3,000

COREWELL HEALTH FOUNDATION

26901 BEAUMONT BLVD SD
SOUTHFIELD,MI48033 		NONE PC HEALTHCARE 10,000

CHRIST CHURCH CRANBOOK

470 CHURCH RD
BLOOMFIELD HILLS,MI48304 		NONE PC GENERAL DONATION 5,000
Total .................................right arrow 3a 376,500
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 ........... 		    14 9,576  
4 Dividends and interest from securities ....     14 83,907  
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 ............ 		    18 -167,273  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -73,790 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-73,790
(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.)
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:
STRUM ALLESEE FAMILY FOUNDATION
EIN:
38-3379630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 22,802 11,401   11,401

TY 2024 InvestmentsOtherSchedule2
Name:
STRUM ALLESEE FAMILY FOUNDATION
EIN:
38-3379630
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AGILYSYS AT COST 5,568 10,339
ALARM COM HLDGS AT COST 7,495 9,059
ALPHABET AT COST 130,825 378,600
AMAZON AT COST 352,898 877,560
AAON AT COST 6,456 20,947
ANSYS AT COST 164,036 168,665
ANSYS AT COST 9,203 11,566
APA CORPORATION AT COST 130,948 69,270
APPFOLIO AT COST 10,418 17,042
ASTRAZENECA AT COST 193,339 196,560
ATLASSIAN CORPORATION AT COST 5,260 9,005
AXOS FINL INC AT COST 2,393 5,695
AZENTA INC AT COST 1,984 2,819
BALCHEM AT COST 8,863 14,062
BARNES GROUP INCOROPORATED AT COST 1,712 1,416
BIOLIFE SOULTIONS INC AT COST 3,608 2,509
BIO-TECHNE CORP AT COST 21,418 27,083
BLACKBAUD INC AT COST 9,777 9,831
BLACKLINE INC AT COST 5,932 5,706
BOEING AT COST 350,875 177,000
BRIGHT HORIZONS FAMILY SOLUTIONS AT COST 8,660 7,649
CARMAX AT COST 13,206 13,245
CASELLA WASTE SYS AT COST 9,787 12,591
CBRE GROUP INC CL A AT COST 9,239 21,532
CERTARA INC AT COST 11,070 6,411
CHARLES RIVER LABS AT COST 154,385 184,600
CHEVRON AT COST 310,617 289,680
CONSTRUCTION PARTNERS INC AT COST 9,187 24,327
CORE LABORATORIES AT COST 89,956 51,930
COSTAR GROUP INC AT COST 21,221 21,549
CROWDSTRIKE HLDGS INC CL A AT COST 349,923 410,592
DESCARTES SYSTEMS GROUP AT COST 7,110 18,062
DEXCOM AT COST 111,267 93,324
DIGI INTL AT COST 5,856 5,865
DONALDSON CO AT COST 4,069 5,590
DORMAN PRODUCTS AT COST 3,143 6,311
DOUBLEVERIFY HLDGS AT COST 9,820 5,840
ECOLAB AT COST 19,908 24,369
EDWARD LIFESCIENCES CORP AT COST 10,318 10,142
ENDAVA PLC ADR AT COST 8,623 3,677
EPLUS INC AT COST 4,049 7,205
ESCO TECHNOLOGIES AT COST 9,157 13,454
EXLSERVICE HLDGS INC AT COST 8,236 22,101
EXPONENT AT COST 13,264 14,880
FASTENAL AT COST 2,327 4,626
FLOOR & DECOR HLDGS AT COST 7,101 8,848
FORTINET AT COST 131,200 236,200
FOX FACTORY HOLDING CORP AT COST 4,036 1,870
GLOBUS MEDICAL AT COST 11,270 16,046
GOOSEHEAD INSURANCE AT COST 8,866 18,978
GROCERY OUTLET HLDG CORP AT COST 5,141 2,903
GUIDEWIRE SOFTWARE AT COST 6,057 14,044
HEALTHEQUITY INC COM AT COST 7,956 10,075
HEICO CORP CLASS A AT COST 10,752 20,469
I3 VERTICALS INC AT COST 5,737 4,977
ILLUMINA AT COST 193,369 200,445
J&J SNACK FOODS AT COST 9,155 8,687
KINSALE CAP GROUP AT COST 14,020 31,701
LEMAITRE VASCULAR AT COST 97,458 184,280
LEMAITRE VASCULAR AT COST 3,170 9,490
MARKEL GROUP AT COST 14,900 20,028
MARTEN TRANSPORT LTD AT COST 5,852 5,979
MESA LABORATORIES AT COST 3,901 2,901
MOODY'S CORP AT COST 6,764 12,683
NEOGEN CORP AT COST 7,235 2,901
NOVANTA AT COST 10,083 14,293
NV5 GLOBAL AT COST 5,880 3,617
NVIDIA AT COST 340,482 537,160
OLD DOMINION FREIGHT LINE AT COST 12,402 19,404
OLLIES BARGAIN OUTLET HLDG AT COST 6,140 12,290
ONTO INNOVATION AT COST 8,198 18,334
PALOMAR HLDGS AT COST 3,054 4,118
PFIZER AT COST 137,831 106,120
RBC BEARINGS AT COST 11,200 18,846
REPLIGEN CP AT COST 12,771 13,237
RTX CORPORATION AT COST 330,901 405,020
SCHLUMBERGER AT COST 97,120 76,680
SITEONE LANDSCAPE SUPPLY AT COST 19,052 19,370
SOUTHWEST AIRLINES AT COST 206,509 168,100
SPS COMMERCE AT COST 9,246 12,058
SPX TECHNOLOGIES AT COST 4,299 7,562
STAAR SURGICAL CO NEW AT COST 2,393 1,921
TEXAS ROADHOUSE AT COST 7,452 18,765
TRANSDIGM GROUP AT COST 8,022 16,665
TREX COMPANY AT COST 10,260 11,597
TYLER TECHNOLOGIES AT COST 9,371 14,993
U F P TECH INC REST AT COST 1,429 2,323
VANGUARD SM CAP GROWTH ETF AT COST 533,984 616,132
VEEVA SYS INC CL A AT COST 19,170 23,548
VERALTO CORP AT COST 15,871 20,574
VERICEL CORP AT COST 5,132 6,919
VULCAN MATERIALS CO AT COST 16,236 26,495
WASTE CONNECTIONS AT COST 8,821 14,947
WD 40 COMPANY AT COST 4,211 5,582
WILLSCOT MOBILE MINI HOLDINGS AT COST 2,599 2,809
WNS HOLDINGS LIMITED AT COST 17,363 10,521
CADENCE DESIGN SYSTEM AT COST 8,883 10,772
CBIZ INC AT COST 3,674 3,940
ENTEGRIS INC AT COST 8,229 7,389
FIRSTSERVICE CORP AT COST 4,062 4,931
HAMILTON LANE CL A AT COST 3,385 4,361
IDEX CORPORATION DELAWARE AT COST 7,550 8,037
MEDPACE HOLDINGS, INC. AT COST 7,745 6,886
METTLER TOLEDO INTL AT COST 11,944 11,574
MICROCHIP TECHNOLOGY INC AT COST 10,004 7,341
MONOLITHIC PWR SYSTEMS INC AT COST 8,360 8,555
MSCI INC COM AT COST 8,653 10,572
OPTION CARE HEATLH INC AT COST 2,640 2,029
VALVOLINE AT COST 5,604 5,138
VERISK ANALYTICS INC COM AT COST 4,758 5,923
VERTEX INC CL A AT COST 4,649 7,896
WEST PHARMACEUTICAL SVCS INC AT COST 16,066 15,768
ADOBE INC AT COST 433,923 355,744
APPLIED MATERIALS INC AT COST 196,120 162,630
AXCELIS TECHNOLOGIES INC AT COST 234,542 139,740
CADENCE DESIGN SYSTEM AT COST 149,000 150,230
CAVA GROUP INC AT COST 67,394 56,400
ELI LILLY & CO AT COST 412,694 405,300
LOCKHEED MARTIN CORP AT COST 93,776 97,188
LULULEMON ATHLETICA INC AT COST 54,343 76,482
MERCK & CO INC NEW COM AT COST 202,579 198,960
MICRON TECH INC AT COST 79,721 84,160
MICROSOFT CORP AT COST 632,449 632,250
NOVO NORDISK A/S ADR AT COST 250,500 161,288
PALO ALTO NETWORKS INC AT COST 297,516 400,312
QUALYS INC COM AT COST 148,800 168,264
REDDIT INC CL A AT COST 95,924 147,096
ROBINHOOD MKTS INC CL A AT COST 62,400 59,616
SHOPIFY INC AT COST 311,609 425,320
SNOWFLAKE INC CL A AT COST 203,736 200,733
STERIS PLC AT COST 130,170 123,336
UNITY SOFTWARE INC AT COST 64,789 51,681
WALT DISNEY CO HLDG CO AT COST 422,205 334,050
WNS HOLDINGS LIMITED AT COST 148,135 118,475
WORKDAY INC CL A AT COST 227,960 258,030
ZSCALER, INC AT COST 189,715 180,410
VANECK SEMICONDUCTOR AT COST 307,476 314,821

TY 2024 OtherExpensesSchedule
Name:
STRUM ALLESEE FAMILY FOUNDATION
EIN:
38-3379630
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 688 344   344


TY 2024 OtherProfessionalFeesSchedule
Name:
STRUM ALLESEE FAMILY FOUNDATION
EIN:
38-3379630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 65,785 65,785   0


TY 2024 TaxesSchedule
Name:
STRUM ALLESEE FAMILY FOUNDATION
EIN:
38-3379630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 228 228   0
TAXES PAID 17,000 0   0