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 07-01-2024 , and ending 06-30-2025
Name of foundation
McGregor Fund
 
Number and street (or P.O. box number if mail is not delivered to street address)100 Talon Centre Drive 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Detroit, MI48207
A Employer identification number

38-0808800
B Telephone number (see instructions)

(313) 963-3495
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$235,056,423J 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 282,223 282,223  
4 Dividends and interest from securities... 514,470 1,914,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
19,893,752
b Gross sales price for all assets on line 6a 37,376,819
7 Capital gain net income (from Part IV, line 2)... 9,704,202
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-1,124,608 10,053,860 0
12 Total. Add lines 1 through 11........ 19,565,837 21,954,905 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 355,361 35,536   319,825
14 Other employee salaries and wages...... 763,433 185,400   578,033
15 Pension plans, employee benefits....... 374,456 59,015   315,223
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,195 0 0 5,212
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
91,991 19,566 0 45,996
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
949,884 680,575 0 263,809
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
432,105 101,321 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
5,466 820 0
20 Occupancy.............. 74,594 7,436   66,355
21 Travel, conferences, and meetings....... 90,761 12,446   76,369
22 Printing and publications.......... 2,039 0   2,039
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
125,213 13,746 0 110,858
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,269,498 1,115,861 0 1,783,719
25 Contributions, gifts, grants paid....... 16,158,787 13,511,248
26 Total expenses and disbursements. Add lines 24 and 25 19,428,285 1,115,861 0 15,294,967
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 137,552
b Net investment income (if negative, enter -0-) 20,839,044
c Adjusted net income (if negative, enter -0-)... 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............. 150,036 755,682 755,682
2 Savings and temporary cash investments......... 6,908,646 2,702,721 2,702,721
3 Accounts receivable right arrow15,002
Less: allowance for doubtful accounts right arrow   1,040 15,002 15,002
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 193,672 44,692 44,692
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 10,693,247 Click to see attachment
List of Attached Documents:
// Content
4,869,565 		4,869,565
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 206,185,312 Click to see attachment
List of Attached Documents:
// Content
226,535,673 		226,535,673
14 Land, buildings, and equipment: basis right arrow27,717
Less: accumulated depreciation (attach schedule) right arrow7,259 25,924 Click to see attachment
List of Attached Documents:
// Content
20,458 		20,458
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
175,060 		Click to see attachment
List of Attached Documents:
// Content
112,630 		Click to see attachment
List of Attached Documents:
// Content
112,630
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 224,332,937 235,056,423 235,056,423
Liabilities 17 Accounts payable and accrued expenses.......... 361,285 512,865
18 Grants payable................. 5,429,749 8,077,288
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,335,624 		Click to see attachment
List of Attached Documents:
// Content
1,500,642
23 Total liabilities (add lines 17 through 22)......... 7,126,658 10,090,795
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........... 217,206,279 224,965,628
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 217,206,279 224,965,628
30 Total liabilities and net assets/fund balances (see instructions). 224,332,937 235,056,423
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
217,206,279
2
Enter amount from Part I, line 27a .....................
2
137,552
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,621,797
4
Add lines 1, 2, and 3 ..........................
4
224,965,628
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
224,965,628
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 GAINS AND LOSSES FROM PUBLICLY TRADED SECURITIES P    
b K-1 PASSTHROUGH CAPITAL GAINS P    
c
d
e
(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 37,376,819   36,189,209 1,187,610
b 8,516,592     8,516,592
c
d
e
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     0 1,187,610
b     0 8,516,592
c
d
e
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 9,704,202
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) 1 289,663
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 289,663
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 289,663
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 236,370
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 210,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 446,370
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 156,707
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow156,707 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowCA, MI
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.mcgregorfund.org
14
The books are in care ofright arrowAshly Jurek Telephone no.right arrow (313) 963-3495

Located atright arrow100 Talon Centre Drive 100DetroitMI ZIP+4right arrow48207
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)
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
Joyce E Jenereaux Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Kristi D Plain Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Michelle Johnson Tidjani Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Sheilah P Clay Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Kate Levin Markel President & Secretary
40.00 		355,361 105,277 0
100 Talon Centre Drive
Detroit,MI48207
Felix M Valbuena Jr MD Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Philip B Phillips Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Donna Murray-Brown Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Byna Elliott trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
Kelly Major Green Trustee
1.00 		0 0 0
100 Talon Centre Drive
Detroit,MI48207
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
Heidi A Alcock dir. of grant dev.
40.00 		208,800 36,101 0
100 Talon Centre Drive
Detroit,MI48207
Marcia P Gardner Office Manager
40.00 		91,852 35,611 0
100 Talon Centre Drive
Detroit,MI48207
Vanessa L Samuelson Dir. of learning
40.00 		188,723 48,831 0
100 Talon Centre Drive
Detroit,MI48207
Ashly B Jurek Dir. of Finance
40.00 		174,669 43,680 0
100 Talon Centre Drive
Detroit,MI48207
Nikia Washington Dir. Engmt & Comms
40.00 		76,812 9,349 0
100 Talon Centre Drive
Detroit,MI48207
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
CAMBRIDGE ASSOCIATES INVESTMENT CONSULTING 328,978
125 High Street
Boston,MA02110
Crowe LLP audit and tax services 91,991
320 E Jefferson Blvd
South Bend,IN46601
Quatrro Business Support Services Inc Recruitment and interim staffing support 74,942
1850 Parkway Place Suite 100
Marietta,GA30067
Northern Trust Custodian 74,335
50 S La Salle Street
Chicago,IL60603
Memora Design Graphic design and content creation 68,950
2828 Monticello Drive
Port Huron,MI48060
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
221,235,991
b
Average of monthly cash balances.......................
1b
3,452,208
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
224,688,199
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
 
3
Subtract line 2 from line 1d.........................
3
224,688,199
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,370,323
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
221,317,876
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,065,894
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
11,065,894
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
289,663
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
106,986
c
Add lines 2a and 2b............................
2c
396,649
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,669,245
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
10,669,245
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
10,669,245
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
15,294,967
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,294,967
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 10,669,245
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 655,944
b From 2020...... 674,029
c From 2021...... 0
d From 2022...... 0
e From 2023...... 802,536
f Total of lines 3a through e ........ 2,132,509
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,294,967
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..... 10,669,245
e Remaining amount distributed out of corpus 4,625,722
5 Excess distributions carryover applied to 2024.   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 6,758,231
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...... 		 
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) ... 		655,944
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,102,287
10 Analysis of line 9:
a Excess from 2020.... 674,029
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 802,536
e Excess from 2024.... 4,625,722
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).)
None
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.
None
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 e-mail address of the person to whom applications should be addressed:
McGregor Fund
100 TALON CENTRE DRIVE Suite 100
Detroit,MI48207
(313) 963-3495
bThe form in which applications should be submitted and information and materials they should include:
APPLICANT SUBMITS AN ONLINE GENERAL INQUIRY FORM. FUND STAFF INITIATES A CONVERSATION WITH THE APPLICANT TO LEARN ABOUT THE ORGANIZATION. IF AN INVITATION IS EXTENDED, STAFF WILL INCLUDE SPECIFIC INSTRUCTIONS AND GUIDANCE ON THE REQUIRED APPLICATION MATERIALS, METHOD OF SUBMISSION, AND A SUBMISSION DEADLINE. ALL GRANT DECISIONS ARE THE RESPONSIBILITY OF THE BOARD OF TRUSTEES. BOARD MEETINGS ARE HELD FOUR TIMES PER YEAR, GENERALLY IN MARCH, JUNE, SEPTEMBER AND DECEMBER. APPLICANTS WILL BE NOTIFIED OF THE BOARD'S DECISION BY PHONE OR EMAIL WITHIN A WEEK AFTER THE MEETING AT WHICH THE APPLICATION WAS CONSIDERED.
cAny submission deadlines:
Applications are received and accepted throughout the year.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IN AN EFFORT TO UTILIZE ITS LIMITED RESOURCES WISELY AND BECAUSE IT RECEIVES MORE REQUESTS THAT IT CAN SUPPORT, MCGREGOR FUND ADHERES TO THE FOLLOWING GUIDELINES FOR ITS GRANTMAKING ACTIVITIES: THE GEOGRAPHIC AREA OF THE FUND IS LIMITED PRINCIPALLY TO THE DETROIT METROPOLITAN AREA, WHICH IS DEFINED AS WAYNE, OAKLAND AND MACOMB COUNTIES. FUNDING IS LIMITED TO THE AREAS OF INTEREST OF THE FUND WHICH CAN BE FOUND ON OUR WEBSITE: WWW.MCGREGORFUND.ORG. ALL GRANT DECISIONS ARE THE RESPONSIBILITY OF THE BOARD OF TRUSTEES. TRUSTEE MEETINGS ARE SCHEDULED FOUR TIMES PER YEAR, GENERALLY IN MARCH, JUNE, SEPTEMBER, AND DECEMBER. THE FUND DOES NOT: PROVIDE LOANS, MAKE DIRECT GRANTS TO STUDENTS FOR SCHOLARSHIPS OR SPONSOR EVENTS.
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

482 Forward

440 Burroughs Street Suite 111
Detroit,MI48202 		N/A PC Program Support 50,000

ACCESS

2651 Saulino Court
Dearborn,MI48120 		N/A PC Matching Gift 4,000

ACCESS

2651 Saulino
Dearborn,MI48120 		N/A PC MILLER FELLOWSHIP 20,000

ACCESS

2651 Saulino
Dearborn,MI48120 		N/A PC General Operations 300,000

Accounting Aid Society

3031 W Grand Blvd STE 621
Detroit,MI48202 		N/A PC General Operations 100,000

Allied Media Projects

4731 Grand River Avenue Suite 400
Detroit,MI48208 		N/A PC General Operations 150,000

Alternatives For Girls

903 W Grand Boulevard
Detroit,MI482082365 		N/A PC Matching Gift 1,000

Alternatives For Girls

903 West Grand Boulevard
Detroit,MI48208 		N/A PC General Operations 425,000

American Indian Health and Family Services of Southeastern MI Inc

4880 Lawndale Street
Detroit,MI48210 		N/A PC Capital Project 125,000

Association of Black Foundation Executives (ABFE)

55 Exchange Place Suite 401
New York,NY10005 		N/A PC Annual Membership 11,000

Atlantic Impact

111 East Kirby Street
Detroit,MI48202 		N/A PC General Operations 200,000

Avalon Healing Center

2727 Second Ave Suite 300
Detroit,MI48201 		N/A PC Matching Gift 2,000

Avalon Healing Center

2727 2nd Avenue Ste 300
Detroit,MI48201 		N/A PC General Operations and Capital Support 300,000

B3 Elevation

20511 Viola Dale Ct
Humble,TX773385163 		N/A PC Matching Gift 2,500

Bailey Park Neighborhood Development Corporation

2200 Hunt Street 411
Detroit,MI48207 		N/A PC General Operations 40,000

Barnard College

3009 Broadway Box AS
New York,NY10027 		N/A PC Matching Gift 10,000

Black Family Development Inc

2995 East Grand Boulevard
Detroit,MI48202 		N/A PC Program Support 75,000

Black Leaders Detroit

8425 West McNichols
Detroit,MI48221 		N/A PC MILLER FELLOWSHIP 20,000

Black Leaders Detroit

8425 West McNichols
Detroit,MI48221 		N/A PC General Operations 200,000

BoardSource

750 9th St NW Ste 650
Washington,DC20001 		N/A PC Annual Membership 500

Brilliant Detroit

5675 Larkins Street
Detroit,MI48210 		N/A PC Program Support 100,000

Caleb's Kids

22200 West Eleven Mile Road 3663
Southfield,MI48037 		N/A PC MILLER FELLOWSHIP 20,000

Caleb's Kids

22200 West Eleven Mile Road 3663
Southfield,MI48037 		N/A PC General Operations 125,000

CAMP45 CONTEMPORARY

PO Box 29209
Portland,OR97228 		N/A PC Matching Gift 2,527

Central State University

1400 BRUSH ROW RD
WILBERFORCE,OH45384 		N/A GOV TRUSTEE DESIGNATED 60,000

Central United Methodist Church Community Development Corporation

23 East Adams
Detroit,MI48226 		N/A PC General Operations 300,000

Chamber Music Northwest

1201 SW 12th Avenue Suite 240
Portland,OR97205 		N/A PC Matching Gift 3,650

Citizens Research Council of Michigan

38777 6 Mile Rd Ste 208
Livonia,MI48152 		N/A PC General Operations 25,000

Coalition on Temporary Shelter

2211 East Jefferson Avenue Suite 40
0
Detroit,MI48207 		N/A PC General Operations 250,000

College for Creative Studies

201 East Kirby
Detroit,MI482024034 		N/A PC Matching Gift 500

Color of Autism

32261 Southfield Road
Beverly Hills,MI48025 		N/A PC General Operations 100,000

Color of Autism

32261 Southfield Road
Beverly Hills,MI48025 		N/A PC MILLER FELLOWSHIP 20,000

Community & Home Supports Inc

220 Bagley Street Suite 600 Suite 4
70
Detroit,MI48202 		N/A PC General Operations 325,000

Community Foundation for SE MI

333 W Fort Street Suite 2010
Detroit,MI48226 		N/A PC Matching Gift 40,000

Community Foundation for SE MI

333 West Fort St Suite 2010
Detroit,MI48226 		N/A PC Program Support 200,000

Corporation for Supportive Housing

61 Broadway Suite 2300
New York,NY10006 		N/A PC General Operations 135,000

Council of Michigan Foundations

125 Ottawa Avenue Northwest Suite 4
37
Grand Rapids,MI49503 		N/A PC Annual Membership 17,000

Council of Michigan Foundations

125 Ottawa Avenue Northwest Suite 4
37
Grand Rapids,MI49503 		N/A PC OFFICE OF FOUNDATION LIAISON 10,000

Council on Foundations

Membership Lockbox PO Box 75661
Baltimore,MD212755661 		N/A PC Annual Membership 14,000

Detroit Black Community Food Network

8324 Woodward Avenue
Detroit,MI48202 		N/A PC General Operations 100,000

Detroit Enterprise Academy

11224 Kercheval Avenue
Detroit,MI48214 		N/A GOV TRUSTEE DESIGNATED 15,000

Detroit Food Academy

4444 2nd Ave
Detroit,MI48201 		N/A PC General Operations 85,000

Detroit Hispanic Development Corp

1211 Trumbull St
Detroit,MI48216 		N/A PC General Operations 100,000

Detroit Justice Center

1420 Washington Blvd Suite 301
Detroit,MI48226 		N/A PC Matching Gift 2,000

Detroit Justice Center

1420 Washington Boulevard Ste 301
Detroit,MI48226 		N/A PC General Operations 100,000

Detroit Phoenix Center

8801 Woodward Ave
Detroit,MI48202 		N/A PC Matching Gift 2,000

Detroit Phoenix Center

1420 Washington Boulevard Ste 301
Detroit,MI48226 		N/A PC General Operations 300,000

Detroit Phoenix Center

1420 Washington Boulevard Ste 301
Detroit,MI48226 		N/A PC General Operations 650,000

Detroit Public Schools Foundation

3011 West Grand Boulevard Suite 100
4 Fisher Building
Detroit,MI48202 		N/A PC TRUSTEE DESIGNATED 15,000

Developing Kingdoms in Different Stages

PO Box 40295
Redford,MI48240 		N/A PC Matching Gift 2,000

Developing Kingdoms in Different Stages

19321 W Chicago St Ste 107
Detroit,MI48228 		N/A PC General Operations 325,000

E Solutions LLC dba Ellavate Solutions

20 Channing St NW
Washington,DC20001 		N/A PC Matching Gift 500

Eastern Michigan University Foundation

112 Welch Hall PO Box 972057
Ypsilanti,MI48197 		N/A PC TRUSTEE DESIGNATED 60,000

Empowerment Plan

7640 Kercheval Ave
Detroit,MI48214 		N/A PC Matching Gift 1,000

Empowerment Plan

7640 Kercheval St
Detroit,MI48214 		N/A PC General Operations 100,000

Family Assistance for Renaissance Men

18701 Grand River Avenue
Detroit,MI48223 		N/A PC General Operations and Capital Project 300,000

Family Assistance for Renaissance Men

18701 Grand River Avenue
Detroit,MI48223 		N/A PC MILLER FELLOWSHIP 60,000

First Step

44567 Pinetree Drive
Plymouth,MI48170 		N/A PC General Operations 400,000

Force Detroit

2727 2nd Avenue STE 162
Detroit,MI48201 		N/A PC General Operations 375,000

Foundation for Detroit's Future

333 West Fort Street Suite 2010
Detroit,MI48226 		N/A PC DIA settlement 300,000

Freedom House

1777 North Rademacher Street
Detroit,MI48209 		N/A PC Capital Support 250,000

Freedom House

1777 North Rademacher Street
Detroit,MI48209 		N/A PC General Operations 200,000

Funders Together For Housing Justice

89 South Street Suite 803
Boston,MA21111 		N/A PC Annual Membership 11,000

Genesis Harbor of Opportunities Promoting Excellent

7200 Mack Avenue
Detroit,MI48214 		N/A PC MILLER FELLOWSHIP 20,000

Genesis Harbor of Opportunities Promoting Excellent

7200 Mack Avenue
Detroit,MI48214 		N/A PC General Operations 100,000

Global Development Incubator

1401 K Street Northwest Suite 900
Washington,DC20005 		N/A PC Program Support 250,000

Goodwill Industries of Greater Detroit

3111 Grand River Avenue
Detroit,MI48208 		N/A PC General Operations 100,000

Grace In Action

1725 Lawndale Street
Detroit,MI48209 		N/A PC General Operations 70,000

Grantmakers for Effective Organizations

1310 L Street Northwest Suite 650
Washington,DC20005 		N/A PC General Operations 20,000

Grantmakers for Effective Organizations

1310 L Street Northwest Suite 650
Washington,DC20005 		N/A PC Annual Membership 6,000

HAVEN

801 Vanguard Drive
Pontiac,MI48341 		N/A PC General Operations 150,000

Here to Help Foundation

25866 Salem Road
Huntington Woods,MI48070 		N/A POF Program Support 200,000

Heritage Works

4444 Second Avenue
Detroit,MI48201 		N/A PC General Operations 100,000

InsideOut Literary Arts Project

5201 Cass Ave 3rd Floor
Detroit,MI48202 		N/A PC General Operations 75,000

Institute for AfroUrbanism

535 Griswold Street Suite 111-525
Detroit,MI48226 		N/A PC General Operations 25,000

Judith Dianne Jackson Scholarship Fund

PO Box 21216
Detroit,MI48221 		N/A PC Matching Gift 1,100

Keep Growing Detroit

1445 Adelaide Street
Detroit,MI48207 		N/A PC General Operations 250,000

Make Food Not Waste

8625 East Jefferson Avenue
Detroit,MI48214 		N/A PC General Operations 100,000

Mariners Inn

445 Ledyard
Detroit,MI48201 		N/A PC Matching Gift 2,000

MCREST

20415 Erin Street
Roseville,MI48066 		N/A PC General Operations 50,000

Metro Food Rescue

6928 East Knollwood Circle
West Bloomfield,MI48322 		N/A PC Program Support 150,000

Metro Solutions

18000 West Nine Mile Road 360
Southfield,MI48075 		N/A PC MILLER FELLOWSHIP 20,000

Michigan Advocacy Program

15 S Washington Street
Ypsilanti,MI48197 		N/A PC General Operations 100,000

Michigan Center for Youth Justice

1679 Broadway St
Ann Arbor,MI48105 		N/A PC Matching Gift 1,000

Michigan Coalition to End Domestic and Sexual Violence

3893 Okemos Road Suite B-2 3893
Okemos,MI48864 		N/A PC Program Support 75,000

Michigan Community Resources

440 Burroughs St Suite 316
Detroit,MI48202 		N/A PC MILLER FELLOWSHIP 20,000

Michigan Community Resources

440 Burroughs Street Suite 316
Detroit,MI48202 		N/A PC General Operations 150,000

Michigan Disability Rights Coalition

4224 Kensington Ave
Detroit,MI48224 		N/A PC General Operations 50,000

Michigan Florida Snowbirds

10726 Greenbriar Villa Drive
Lake Worth,FL33449 		N/A PC Matching Gift 2,500

Michigan League for Public Policy

1223 Turner Street Suite G1
Lansing,MI48906 		N/A PC Annual Membership 250

Michigan League for Public Policy

1223 Turner Street Suite G1
Lansing,MI48906 		N/A PC Program Support 50,000

Michigan League for Public Policy

1223 Turner Street Suite G1
Lansing,MI48906 		N/A PC General Operations 50,000

Michigan Nonprofit Association

330 Marshall Street Suite 200
Lansing,MI48912 		N/A PC Annual Membership 5,000

Midnight Golf Program

30100 Telegraph Road Suite 404
Bingham Farms,MI48025 		N/A PC Matching Gift 2,500

Midnight Golf Program

30100 Telegraph Road Suite 404
Bingham Farms,MI48025 		N/A PC General Operations 100,000

Millan Theatre dba Detroit Repertory Theatre

13103 Woodrow Wilson
Detroit,MI48238 		N/A PC Matching Gift 103

Mission Investors Exchange

105 W 86th St 358
New York,NY10024 		N/A PC Annual Membership 3,300

Mosaic Youth Theatre

2251 Antietam
Detroit,MI48207 		N/A PC General Operations 90,000

Mothering Justice

607 Shelby Street
Detroit,MI48226 		N/A PC General Operations 75,000

National Alliance to End Homelessness

1518 K Street Northwest
Washington,DC20005 		N/A PC Annual Membership 4,000

National Council of Nonprofits

1001 G Street NW Suite 700 East
Washington,DC20001 		N/A PC Matching Gift 400

Neighborhood Funders Group

548 Market Street 96531
San Francisco,CA94104 		N/A PC Annual Membership 3,750

New Israel Fund

PO Box 70358
Philadelphia,PA19176 		N/A PC Matching Gift 2,000

Non-Profit Enterprise at Work Inc

1100 N Main St Ste 100
Ann Arbor,MI48104 		N/A PC General Operations 250,000

Non-Profit Enterprise at Work Inc

1100 N Main St Ste 100
Ann Arbor,MI48104 		N/A PC Program Support 50,000

Oakland University

509 Meadow Brook Road The Honors Co
llege Oak View Hall
Rochester,MI48309 		N/A GOV TRUSTEE DESIGNATED 5,000

Opportunity Resource Fund

330 Marshall Street Suite 105
Lansing,MI48912 		N/A PC Matching Gift 2,000

Outlier Media

440 Burroughs Suite 365
Detroit,MI48202 		N/A PC General Operations 100,000

Paralyzed Veterans of America

1875 Eye St NW Suite 1100
Washington,DC20006 		N/A PC Matching Gift 500

PEAK Grantmaking

1701 Pennsylvania Avenue NW Suite 2
00
Washington,DC20006 		N/A PC Annual Membership 2,250

Portland Institute for Contemporary Art

15 NE Hancock St
Portland,OR97212 		N/A PC Matching Gift 500

Progressive Lifestyles Inc

1370 N Oakland Blvd Ste 150
Waterford,MI48327 		N/A PC Matching Gift 2,000

RacquetUp Detroit

18100 Meyers Road
Detroit,MI48235 		N/A PC General Operations 100,000

Ruth Ellis Center

77 Victor Street
Highland Park,MI48203 		N/A PC Matching Gift 2,000

Ruth Ellis Center

77 Victor Street
Highland Park,MI48203 		N/A PC General Operations 300,000

Schwab Charitable Trust

1958 Summit Drive Suite 200
Orlando,FL32810 		N/A PC Matching Gift 39,818

South Oakland Shelter dba Lighthouse MI

46156 Woodward Avenue
Pontiac,MI48342 		N/A PC Capital Support 250,000

South Oakland Shelter dba Lighthouse MI

46156 Woodward Avenue
Pontiac,MI48342 		N/A PC General Operations and Capital Support 500,000

Southwest Detroit Community Justice Center

2026 Lawndale St
Detroit,MI48209 		N/A PC Matching Gift 100

Spaulding for Children

16250 Northland Dr Suite 120
Southfield,MI48075 		N/A PC Matching Gift 1,000

Speed Art Museum

2035 S 3rd Street
Louisville,KY40299 		N/A PC Matching Gift 5,000

Spelman College

350 Spelman Ln Sw
Atlanta,GA303144395 		N/A PC Matching Gift 2,000

Spelman College

350 Spelman Lane SW Box 1303 Divisi
on of Institutional
Atlanta,GA30314 		N/A PC TRUSTEE DESIGNATED 55,000

Sphinx Organization Inc

400 Renaissance Center Suite 2550
Detroit,MI48243 		N/A PC Matching Gift 10,000

St Luke Christian Methodist Episcopal Church

1121 Tuscola Street
Saginaw,MI48607 		N/A PC Matching Gift 3,000

Street Democracy

440 Burroughs Street Suite 634
Detroit,MI48202 		N/A PC General Operations 100,000

Student Advocacy Center of Michigan

124 Pearl Street Suite 504
Ypsilanti,MI48197 		N/A PC Capacity Enhancement 100,000

The Center For Michigan

950 Selden Street Suite 210
Detroit,MI48201 		N/A PC General Operations 100,000

The Greening of Detroit

13000 West McNichols Road
Detroit,MI48235 		N/A PC Program Support 100,000

The Greening of Detroit

13000 West McNichols Road
Detroit,MI48235 		N/A PC MILLER FELLOWSHIP 60,000

The Helm at the Boll Life Center

158 Ridge Road
Grosse Pointe,MI48236 		N/A PC Matching Gift 10,000

The Yunion

1129 Oakman Blvd
Detroit,MI48238 		N/A PC General Operations 100,000

The Yunion

1129 Oakman Blvd
Detroit,MI48238 		N/A PC MILLER FELLOWSHIP 60,000

Tides Center

PO Box 889385
Los Angeles,CA90088 		N/A PC Program Support 100,000

Turning Point

158 S Main Street
Mt Clemens,MI48043 		N/A PC General Operations 350,000

United Community Housing Coalition

2727 Second Avenue Suite 313
Detroit,MI48201 		N/A PC General Operations 300,000

United Way for Southeastern Michigan

3011 West Grand Boulevard Suite 500
Detroit,MI48202 		N/A PC Program Support 40,000

United Way for Southeastern Michigan

3011 West Grand Boulevard Suite 500
Detroit,MI48202 		N/A PC General Operations 75,000

Urban Neighborhood Initiatives

8300 Longworth
Detroit,MI48209 		N/A PC General Operations 175,000

Wayne Metro Community Action Agency

7310 Woodward Ave Suite 800
Detroit,MI48202 		N/A PC Program Support 140,000

Wayne State University

5475 Woodward Ave
Detroit,MI482024009 		N/A PC Matching Gift 10,000
Total .................................right arrow 3a 13,511,248
bApproved for future payment

ACCESS
2651 Saulino
Dearborn,MI48120 		N/A PC General Operations 300,000

Accounting Aid Society
3031 W Grand Blvd STE 621
Detroit,MI48202 		N/A PC General Operations 100,000

American Indian Health and Family Services of Southeastern MI Inc
4880 Lawndale Street
Detroit,MI48210 		N/A PC Capital Support 125,000

Atlantic Impact
111 East Kirby Street
Detroit,MI48202 		N/A PC General Operations 200,000

Bailey Park Project
2200 Hunt Street 411
Detroit,MI48207 		N/A PC General Operations 40,000

Black Leaders Detroit
8425 West McNichols
Detroit,MI48221 		N/A PC General Operations 200,000

Brilliant DetroitSistahs Reachin Out
5675 Larkins Street
Detroit,MI48210 		N/A PC Program Support 100,000

Centers for Family Development (Black Family Development)
2995 East Grand Boulevard
Detroit,MI48202 		N/A PC Program Support 75,000

Citizens Research Council of Michigan Inc
38777 6 Mile Rd Ste 208
Livonia,MI48152 		N/A PC General Operations 50,000

Coalition On Temporary Shelter
2211 East Jefferson Avenue Suite 40
0
Detroit,MI48207 		N/A PC General Operations 250,000

Color of Autism Foundation Incorporate
32261 Southfield Road
Beverly Hills,MI48025 		N/A PC General Operations 100,000

Community Foundation of Southeast Michigan
333 West Fort St Suite 2010
Detroit,MI48226 		N/A PC Program Support 300,000

Corporation for Supportive Housing
61 Broadway Suite 2300
New York,NY10006 		N/A PC General Operations 135,000

Detroit Black Community Food Sovereignty Network
8324 Woodward Avenue
Detroit,MI48202 		N/A PC General Operations 100,000

Detroit Hispanic Development Corporation
1211 Trumbull St
Detroit,MI48216 		N/A PC General Operations 100,000

Detroit Justice Center
1420 Washington Boulevard Ste 301
Detroit,MI48226 		N/A PC General Operations 100,000

Detroit Phoenix Center
1420 Washington Boulevard Ste 301
Detroit,MI48226 		N/A PC General Operations 400,000

Family Assistance for Renaissance Men
18701 Grand River Avenue
Detroit,MI48223 		N/A PC General Operations and Capital Project 100,000

First Step
44567 Pinetree Drive
Plymouth,MI48170 		N/A PC General Operations 200,000

Genesis HOPE
7200 Mack Avenue
Detroit,MI48214 		N/A PC General Operations 100,000

Goodwill Industries of Greater Detroit
3111 Grand River Avenue
Detroit,MI48208 		N/A PC General Operations 200,000

Greening of Detroit
13000 West McNichols Road
Detroit,MI48235 		N/A PC Program Support 70,000

HAVEN Inc
801 Vanguard Drive
Pontiac,MI48341 		N/A PC General Operations 150,000

Heritage Works
4444 Second Avenue
Detroit,MI48201 		N/A PC General Operations 200,000

InsideOut Literary Arts Project
5201 Cass Ave 3rd Floor
Detroit,MI48202 		N/A PC General Operations 75,000

Keep Growing Detroit
1445 Adelaide Street
Detroit,MI48207 		N/A PC General Operations 500,000

Macomb County Rotating Emergency Shelter
20415 Erin Street
Roseville,MI48066 		N/A PC General Operations 50,000

Michigan Community Resources
440 Burroughs Street Suite 316
Detroit,MI48202 		N/A PC General Operations 300,000

Michigan Disability Rights CoalitionDetroit Disability Power
4224 Kensington Ave
Detroit,MI48224 		N/A PC General Operations 50,000

Mosaic Youth Theatre
2251 Antietam
Detroit,MI48207 		N/A PC MILLER FELLOWSHIP 60,000

Mothering Justice
607 Shelby Street
Detroit,MI48226 		N/A PC General Operations 75,000

Nonprofit Enterprise at Work
1100 N Main St Ste 100
Ann Arbor,MI48104 		N/A PC General Operations 300,000

NonProfit Enterprise at Work IncHCRE
1100 N Main St Ste 100
Ann Arbor,MI48104 		N/A PC Program Support 50,000

Outlier Media
440 Burroughs Suite 365
Detroit,MI48202 		N/A PC General Operations 200,000

Street Democracy
440 Burroughs Street Suite 634
Detroit,MI48202 		N/A PC General Operations 100,000

The Center for Michigan Inc
950 Selden Street Suite 210
Detroit,MI48201 		N/A PC General Operations 200,000

The Yunion
1129 Oakman Blvd
Detroit,MI48238 		N/A PC General Operations 200,000

Turning Point
158 S Main Street
Mt Clemens,MI48043 		N/A PC General Operations 150,000

United Community Housing Coalition
2727 Second Avenue Suite 313
Detroit,MI48201 		N/A PC General Operations 300,000

United Negro College Fund Inc
1805 7th Street NW
Washington,DC20001 		N/A PC Scholarship Support 150,000

United Way of Southeastern MichiganBEDAD
3011 West Grand Boulevard Suite 500
Detroit,MI48202 		N/A PC General Operations 150,000

Urban Neighborhood Initiatives Inc
8300 Longworth
Detroit,MI48209 		N/A PC General Operations 175,000

Ypsilanti Community Schools
1885 Packard Street
Ypsilanti,MI48197 		N/A GOV TRUSTEE DESIGNATED 15,000
Total ................................. right arrow 3b 6,795,000
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 ........... 		    14 282,223  
4 Dividends and interest from securities ....     14 514,470  
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 ............ 		901101 1,429,826 18 18,463,926  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME FROM PASS THROUGH 		901101 735,678 14 -1,860,286  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,165,504 17,400,333 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
19,565,837
(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: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 91,991 19,566   45,996

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
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
FURNITURE 2024-03-26 20,367 728 SL 7.0 2,910 437    
Cabling 2024-01-16 7,350 1,065 SL 3.0 2,556 383    

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
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
HERE TO HELP FOUNDATION
  		25866 SALEM ROAD
HUNTINGTON WOODS,MI48070 		2024-10-29 100,000 Direct Aid program providing charitable financial assistance to returning citizens 100,000 NO 12/20/2024   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS PROVIDED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WERE REQUIRED OR MADE.
HERE TO HELP FOUNDATION
  		25866 SALEM ROAD
HUNTINGTON WOODS,MI48070 		2025-06-05 100,000 Direct Aid program providing charitable financial assistance to returning citizens 0 N/A     N/A

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 GainLossSaleOtherAssetsSch
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
GAINS AND LOSSES ON INVESTMENTS   P     37,376,819 17,483,067     19,893,752  

TY 2024 InvestmentsCorpStockSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Sands Global 0 0
Vanguard Short-Term 4,869,565 4,869,565

TY 2024 InvestmentsOtherSchedule2
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Adage Capital FMV 32,558,973 32,558,973
Alphadyne International Fund FMV 2,851,054 2,851,054
Altimeter Partners Fund FMV 4,897,858 4,897,858
Arrowstreet Capital Global FMV 16,134,928 16,134,928
ASIA ALTERNATIVES DELAWARE IV, LP FMV 119,664 119,664
ASIA ALTERNATIVES DELAWARE V, LP FMV 152,015 152,015
SENTAKU INVESTORS, LLC FMV 6,411 6,411
AACP TAX-EXEMPT INVESTORS IV, L.P. FMV 1,753,735 1,753,735
AACP TAX-EXEMPT INVESTORS V, LP FMV 2,028,292 2,028,292
ASPEX GLOBAL FUND FMV 7,134,584 7,134,584
AXIOM ASIA PRIVATE CAPITAL FUND I, L.P. FMV 0 0
AXIOM ASIA PRIVATE CAPITAL FUND II, L.P. FMV 297,466 297,466
BASE10 ADVANCEMENT INITIATIVE I LP FMV 1,543,480 1,543,480
Base10 Advancement Fund II FMV 562,090 562,090
BASE10 ADVANCEMENT INITIATIVE III FMV 652,266 652,266
CA Resources Fund, L.P. FMV 818,603 818,603
CA Velocity FMV 50,831 50,831
CADENT ENERGY PARTNERS I, LP FMV 0 0
CADENT ENERGY PARTNERS II, LP FMV 547,053 547,053
CENTER ROCK CAPITAL PARTNERS FUND I-A, LP FMV 2,075,928 2,075,928
Center Rock Partners II FMV 789,013 789,013
CENTERBRIDGE CREDIT PARTNERS TE, LP FMV 12,846 12,846
CSCP III Flex Feeder II A, LP FMV 929,185 929,185
CENTERBRIDGE SPECIAL CREDIT PARTNERS III, L.P. FMV 49,732 49,732
Commonfund CIP VI FMV 6,265 6,265
D1 CAPITAL PARTNERS OFFSHORES LP FMV 11,770,776 11,770,776
Davidson Kempner FMV 0 0
DOVER STREET IX CAYMAN FUND L.P. FMV 842,285 842,285
Dover Street VIII FMV 75,119 75,119
DURABLE CAPITAL OFFSHORE FUND LTD. FMV 11,689,373 11,689,373
Elliott International LTD FMV 8,110,139 8,110,139
Europa Capital III FMV 121 121
Frazier Healthcare FMV 2,179,923 2,179,923
GQG Partners Global FMV 10,846,818 10,846,818
HRJ SPECIAL OPPORTUNITIES II, L.P. FMV 270,147 270,147
INSIGNIA CAPITAL PARTNERS, L.P. FMV 1,623,687 1,623,687
Insignia Capital Partners II, LP FMV 1,846,317 1,846,317
KLINE HILL PARTNERS OFFSHORE FUND III LP FMV 677,570 677,570
KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND III LP FMV 260,844 260,844
KLINE HILL PARTNERS OFFSHORE FUND II LP FMV 311,366 311,366
LAURION CAPITAL LTD. FMV 3,479,200 3,479,200
Luxor Capital Group FMV 77,476 77,476
Metis Global FMV 11,289,297 11,289,297
Park Street IX FMV 424,993 424,993
Park Street VII FMV 0 0
Park Street VIII FMV 65,011 65,011
Park Street X FMV 1,176,525 1,176,525
PEAK ROCK CAPITAL CREDIT FUND II-A LP FMV 346,789 346,789
Peak Rock Capital Fund III, LP FMV 2,011,350 2,011,350
PEAK ROCK CAPITAL FUND II-A LP FMV 64,368 64,368
Peppertree IX FMV 1,701,735 1,701,735
Peppertree X FMV 1,092,882 1,092,882
Recognize FMV 1,631,444 1,631,444
RENAISSANCE VENTURE CAPITAL FUND FMV 366,867 366,867
Rock Springs FMV 3,793,880 3,793,880
Siguler Guff Distressed FMV 367,090 367,090
SPUR VENTURES II, LP FMV 1,750,178 1,750,178
SPUR VENTURES III, LP FMV 5,063,332 5,063,332
Tiger Global FMV 3,763,951 3,763,951
TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, L.P. FMV 4,282,945 4,282,945
TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND IV, L.P. FMV 7,105,012 7,105,012
TRUEBRIDGE CAPITAL PARTNERS FUND V, L.P. FMV 6,000,351 6,000,351
TRUEBRIDGE CAPITAL PARTNERS FUND VI, L.P. FMV 3,992,661 3,992,661
Truebridge Capital Partners Fund VII, L.P. FMV 2,378,264 2,378,264
Valinor Management FMV 172,108 172,108
VIKING GLOBAL OPPORTUNITIES III LP FMV 13,937,564 13,937,564
VOLITION CAPITAL FUND III LP FMV 587,986 587,986
VOLITION CAPITAL FUND IV LP FMV 2,497,112 2,497,112
VOLITION CAPITAL FUND V LP FMV 1,619,052 1,619,052
VOLITION CAPITAL SELECT FUND I LP FMV 573,826 573,826
VORTUS INVESTMENTS II, LP FMV 546,869 546,869
Wellington GREE FMV 6,723,957 6,723,957
Wynnchurch IV FMV 2,203,667 2,203,667
Wynnchurch FMV 2,305,666 2,305,666
Wynnchurch VI FMV 499,861 499,861
Xponance FMV 6,165,647 6,165,647

TY 2024 LandEtcSchedule2
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE 20,367 7,259 13,108 13,108
LEASEHOLD IMPROVEMENTS 7,350 0 7,350 7,350


TY 2024 LegalFeesSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 4,195 0   5,212


TY 2024 OtherAssetsSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Leased Assets 138,071 87,460 87,460
accrued interest/dividends 36,989 25,170 25,170


TY 2024 OtherExpensesSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance 25,514 2,551   22,963
Supplies 4,760 524   4,197
Miscellaneous Expenses 12,759 209   10,026
Computers, Equipment and technology 82,180 10,462   73,672


TY 2024 OtherIncomeSchedule2
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PASS THROUGH -1,124,608 10,037,069  
481(a) adjustment   16,791  


TY 2024 OtherIncreasesSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
UNREALIZED GAINS 7,621,797


TY 2024 OtherLiabilitiesSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
Leased Assets 138,071 87,460
Deferred Excise Tax Payable 1,197,553 1,303,496
Federal excise taxes payable 0 109,686


TY 2024 OtherProfessionalFeesSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Fees 605,370 605,370    
Program consulting Fees 268,377     262,877
Service Contract 1,165 233   932
Accounting and Office Support Services 74,972 74,972    


TY 2024 TaxesSchedule
Name:
McGregor Fund
EIN:
38-0808800
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise tax 426,805      
Unrelated business income tax 5,300      
FOREIGN TAX FROM PARTNERSHIPS   101,321