ALLY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALLY CHARITABLE FOUNDATION (EIN 84-4571035)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-09
- IRS object ID
- 202513139349100411
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-09T20:55:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WOODWARD AVE SUITE 700 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844571035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLY | BusinessNameControlTxt |
| Phone | 9803128320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 SOUTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY FRUCCI | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 9803128320 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAVNEET SINGH | PreparerPersonNm |
| PTIN | P00790479 | PTIN |
| Phone | 3133963000 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,622,818 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,888,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $240,018 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $240,018 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,998,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,998,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $771,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,985,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $771,201 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,897,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,009,273 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,946 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,319,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,888,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,521,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,888,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,375,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,946,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,001,258 | CashBOYAmt |
| Cash EOY | $711,005 | CashEOYAmt |
| Cash EOYFMV | $711,005 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,527,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,361,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,361,251 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $74,439,829 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,899,203 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,899,203 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $595,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,620,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,620,948 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $181,791 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,411 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,411 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,746,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,622,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,622,818 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,489 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $72,803 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,003,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,139,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $5,010,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,211,803 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $76,735,846 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $88,411,015 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,735,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,411,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,746,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,622,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,735,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,375,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,299,574 | OtherIncreasesAmt |
| Subtotal | $88,411,015 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,411,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,985,544 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,214,343 | CostOrOtherBasisAmt |
| Gain Or Loss | $771,201 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $771,201 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $771,201 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,329 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,329 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $286 | EsPenaltyAmt |
| Overpayment | $7,089 | OverpaymentAmt |
| Applied To ES Tax | $7,089 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ALLY.COM/ABOUT/SOCIAL-IMPACT/GRANTS/ | WebsiteAddressTxt |
| Individual With Books | MICHAEL RIZER | IndividualWithBooksNm |
| Phone | 9803128320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 SOUTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL RIZER | ||||||||
| 601 S TRYON STREET | CHARLOTTE | NC | 28202 | PRESIDENT | 30.00 | $0 | $0 | $0 |
| JAN BERGESON | ||||||||
| 200 WEST CIVIC CENTER DRIVE | SANDY | UT | 84070 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| SAMUEL LITTLE | ||||||||
| 601 S TRYON STREET | CHARLOTTE | NC | 28202 | TREASURER | 5.00 | $0 | $0 | $0 |
| JAY FRUCCI | ||||||||
| 500 WOODWARD AVENUE | DETRIOT | MI | 48226 | ASSISTANT TREASURER | 5.00 | $0 | $0 | $0 |
| JACQUELINE HOWARD | ||||||||
| 500 WOODWARD AVENUE | DETRIOT | MI | 48226 | SECRETARY | 5.00 | $0 | $0 | $0 |
| JOYCE DANIELS | ||||||||
| 500 WOODWARD AVENUE | DETRIOT | MI | 48226 | ASSISTANT SECRETARY | 5.00 | $0 | $0 | $0 |
| MARY FRENCH | ||||||||
| 601 S TRYON STREET | CHARLOTTE | NC | 28202 | ASSISTANT SECRETARY | 5.00 | $0 | $0 | $0 |
| ALISON SUMMERVILLE | ||||||||
| 601 S TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ANDREA BRIMMER | ||||||||
| 500 WOODWARD AVENUE | DETRIOT | MI | 48226 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAVID DEBRUNNER | ||||||||
| 500 WOODWARD AVENUE | DETRIOT | MI | 48226 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DIANE MORAIS | ||||||||
| 601 S TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LASHAUNA LOWRY | ||||||||
| 601 S TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LINDSAY YOUSIF | ||||||||
| 500 WOODWARD AVENUE | DETRIOT | MI | 48226 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ON FEBRUARY 27, 2024, ALLY CHARITABLE FOUNDATION SIGNED A PROGRAM-RELATED INVESTMENT AGREEMENT WITH CHARLOTTE SMALL BUSINESS GROWTH FUND LLC AND CORRESPONDING PROMISSORY NOTE FOR $3,000,000. THIS LOAN INVESTMENT WILL SUPPORT THE CHARLOTTE MAYOR'S EQUITY INITIATIVES AND SUPPORT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFI) THROUGH THE CREATION AND ONGOING DEVELOPMENT OF A SECONDARY MARKET FOR CDFI SMALL BUSINESS LOANS. | Description1Txt |
| Expenses1 | $3,000,000 | Expenses1Amt |
| Description2 | THE EFFECTIVE DATE OF THE PROGRAM-RELATED INVESTMENT AGREEMENT WITH CHARLOTTE HOUSING OPPORTUNITY INVESTMENT FUND II (CHOIF II) OCCURRED ON NOVEMBER 7, 2024. THE LOAN WILL HELP FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING. | Description2Txt |
| Expenses2 | $285,000 | Expenses2Amt |
| Total | $3,285,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,667,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,635,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,303,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,303,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,294,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,008,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,250,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,250,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,954 | TotalTaxAmt |
| Distributable Before Adj | $4,209,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,209,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,209,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,888,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,285,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,173,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,209,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,640,127 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,572,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,381,715 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,494,241 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,088,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,173,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,209,474 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,963,526 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,052,060 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,052,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,640,127 | ExcessFromYear4Amt |
| Excess From Year3 | $3,572,451 | ExcessFromYear3Amt |
| Excess From Year2 | $4,381,715 | ExcessFromYear2Amt |
| Excess From Year1 | $3,494,241 | ExcessFromYear1Amt |
| Excess From Current Year | $5,963,526 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLY CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 SOUTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9803128320 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED ONLINE BY VISITING WWW.ALLY.COM/ABOUT/SOCIAL-IMPACT/GRANTS/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ORGANIZATION MUST HAVE AN APPROVED 501(C)(3) TAX EXEMPT PUBLIC CHARITY STATUS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (182 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF GREATER DETROIT INC | |||||||
| 1 FORD PL | DETROIT | MI | 482023450 | PC | PROJECT SUCCESS | $20,000 | |
| A GIRL LIKE ME INC | |||||||
| 19642 LYNDON ST | DETROIT | MI | 48223 | PC | EDUCATION AND WORK READINESS PROGRAM FOR TEEN AND YOUNG MOMS | $10,000 | |
| ADA JENKINS FAMILIES AND CAREERS DEVELOPMENT CENTER INC | |||||||
| 212 GAMBLE ST | DAVIDSON | NC | 28036 | PC | ECONOMIC MOBILITY | $25,000 | |
| AFSA EDUCATION FOUNDATION | |||||||
| 1750 H STREET NW SUITE 650 | WASHINGTON | DC | 20006 | PC | MONEYSKILL PERSONAL FINANCE CURRICULUM: OUTREACH AND GROWTH EFFORT | $20,000 | |
| ALLIANCE HOUSE INC | |||||||
| 1724 S MAIN ST | SALT LAKE CTY | UT | 841151912 | PC | ACCESS PROGRAM | $15,000 | |
| ALTERNATIVES FOR GIRLS | |||||||
| 903 W GRAND BLVD | DETROIT | MI | 48208 | PC | SEW GREAT DETROIT | $20,000 | |
| ARTSPACE | |||||||
| 230 S 500 W SUITE 235 | SALT LAKE CTY | UT | 84101 | PC | ARTSPACE OPERATIONAL SUPPORT | $15,000 | |
| ASPIRE COMMUNITY CAPITAL | |||||||
| 3124 MILTON RD SUITE 301 303 | CHARLOTTE | NC | 28215 | PC | SMALL BUSINESS TECHNICAL ASSISTANCE | $15,000 | |
| ATRIUM HEALTH FOUNDATION | |||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | PC | WORKFORCE DEVELOPMENT CENTER OF EXCELLENCE AND SCHOLARSHIP FUND | $1,000,000 | |
| BEATTIES FORD ROAD VOCATIONAL TRADE CENTER (BEATTIES FORD ROAD COUNSELING) | |||||||
| 1406 BEATTIES FORD RD | CHARLOTTE | NC | 282164550 | PC | TOOL BAG FOR SUCCESS | $25,000 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL CAROLINAS | |||||||
| 3801 E INDEPENDENCE BLVD STE 101 | CHARLOTTE | NC | 28205 | PC | BEYOND SCHOOL WALLS | $20,000 | |
| BIG BROTHERS BIG SISTERS OF SOUTHEAST MICHIGAN | |||||||
| 11 WEST MICHIGAN AVENUE | YPSILANTI | MI | 48197 | PC | ALLY FINANCIAL SITE-BASED (SIB) MENTORING | $50,000 | |
| BOUNTIFUL COMMUNITY FOOD PANTRY | |||||||
| 480 EAST 150 NORTH | BOUNTIFUL | UT | 84010 | PC | PANTRY PACKS | $15,000 | |
| BOYS & GIRLS CLUBS OF GREATER SALT LAKE | |||||||
| PO BOX 57071 | MURRAY | UT | 841570071 | PC | ACADEMIC SUCCESS YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| BOYS & GIRLS CLUBS OF SOUTHEASTERN MICHIGAN | |||||||
| 16500 TIREMAN AVENUE | DETROIT | MI | 48228 | PC | FINANCIAL LITERACY AT DON WEEKEND AND BEYOND | $50,000 | |
| CAKEABLE CHARLOTTE INC | |||||||
| PO BOX 3548 | MATTHEWS | NC | 28106 | PC | CAKEABLE VOCATIONAL TRAINING PROGRAM EXPANSION | $15,000 | |
| CALIFORNIA ASSOCIATION FOR MICROENTERPRISE OPPORTUNITY | |||||||
| TWO EMBARCADERO CENTER 8TH FLOOR | SAN FRANCISCO | CA | 94111 | PC | CALIFORNIA ASSOCIATION FOR MICROENTERPRISE OPPORTUNITY | $10,000 | |
| CALIFORNIA COMMUNITY ECONOMIC DEVELOPMENT ASSOCIATION | |||||||
| 205 S BROADWAYSTE 800 | LOS ANGELES | CA | 90012 | PC | CDFI DEVELOPMENT AND SUPPORT INITIATIVE | $10,000 | |
| CALIFORNIA COMMUNITY REINVESTMENT CORPORATION | |||||||
| 100 W BROADWAY STE 1000 | GLENDALE | CA | 91210 | PC | SCHOLARSHIP AWARDS | $25,000 | |
| CAROLINA YOUTH COALITION | |||||||
| 6035 FLORENCE AVE | CHARLOTTE | NC | 28212 | PC | TORCH FELLOWS PROGRAM | $15,000 | |
| CAUGHT UP | |||||||
| 19950 MACK | GROSSE POINTE | MI | 48230 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | |
| CDC SMALL BUSINESS FINANCE (CDCSBF) | |||||||
| 2448 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 921066116 | PC | DRIVING INCLUSIVE ECONOMIC DEVELOPMENT THROUGH SMALL BUSINESS SUPPORT | $10,000 | |
| CHARLOTTE BILINGUAL PRESCHOOL INC | |||||||
| 6300 HIGHLAND AVE | CHARLOTTE | NC | 282154214 | PC | CHARLOTTE BILINGUAL PRESCHOOL WORKFORCE DEVELOPMENT PROGRAM | $25,000 | |
| CHARLOTTE FAMILY HOUSING INC | |||||||
| 300 HAWTHORNE LANE 3RD FLOOR | CHARLOTTE | NC | 28204 | PC | GENERAL OPERATING | $15,000 | |
| CHARLOTTE REGIONAL BUSINESS ALLIANCE FOUNDATION | |||||||
| PO BOX 20103 | CHARLOTTE | NC | 282020027 | PC | PROJECT ACCELERATE! | $50,000 | |
| CHARLOTTE RESCUE MISSION | |||||||
| 915 W 1ST ST | CHARLOTTE | NC | 28202 | PC | COMMUNITY MATTERS CAFE LIFE-SKILLS TRAINING PROGRAM | $20,000 | |
| CHRISTIAN CENTER OF PARK CITY | |||||||
| PO BOX 683480 | PARK CITY | UT | 840683480 | PC | GOSHUTE NATIVE AMERICAN OUTREACH AND BASIC NEEDS ASSISTANCE | $15,000 | |
| CIRCLE DE LUZ INC | |||||||
| 1026 JAY STREET SUITE B9 | CHARLOTTE | NC | 28208 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | |
| CITY STARTUP LABS INC | |||||||
| 1112 CHARLOTTETOWNE AVENUE OFFICE | CHARLOTTE | NC | 28204 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $25,000 | 206 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 296331889 | PC | SCHOLARSHIPS IN HONOR OF JEFFREY J. BROWN | $30,000 | |
| COMMON WEALTH CHARLOTTE INC | |||||||
| 5301 WILKINSON BLVD | CHARLOTTE | NC | 282085455 | PC | TRAUMA-INFORMED FINANCIAL CAPABILITY-BUILDING SERVICES | $20,000 | |
| COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG INC | |||||||
| 601 E 5TH ST STE 300 | CHARLOTTE | NC | 282023094 | PC | ACCESS AND PATHWAYS TO POST-SECONDARY SUCCESS | $20,000 | |
| COMMUNITY ACTION SERVICES AND FOOD BANK | |||||||
| 815 S FREEDOM BLVD STE 100 | PROVO | UT | 846015817 | PC | HOMEBUYER FINANCIAL CAPABILITY EDUCATION | $15,000 | |
| COMMUNITY DEVELOPMENT CORPORATION OF UTAH | |||||||
| 501 E 1700 S | SALT LAKE CTY | UT | 841052915 | PC | FOSTERING HOUSING STABILITY THROUGH FINANCIAL EDUCATION & COACHING | $20,000 | |
| COMMUNITY LINK PROGRAMS OF TRAVELERS AID SOCIETY OF CENTRAL CAROLINAS INC | |||||||
| 601 E 5TH STREET SUITE 460 | CHARLOTTE | NC | 28202 | PC | ADVANCING ECONOMIC MOBILITY AND FINANCIAL INCLUSION THROUGH ASSET BUILDING | $20,000 | |
| COMMUNITY NURSING SERVICES | |||||||
| 2830 SOUTH REDWOOD ROAD | WEST VALLEY CITY | UT | 84119 | PC | CHARITABLE CARE PROGRAM | $15,000 | |
| CONGRESSIONAL BLACK CAUCUS FOUNDATION INC | |||||||
| 1720 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200361903 | PC | THE LAW AND PUBLIC POLICY SCHOLARS PROGRAMS | $114,000 | |
| COVENANT HOUSE MICHIGAN | |||||||
| 2959 MARTIN LUTHER KING JR BLVD | DETROIT | MI | 482082475 | PC | EMERGENCY SHELTER SERVICES | $25,000 | |
| CRANBROOK EDUCATIONAL COMMUNITY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 483030801 | PC | MONEY ON THE GO! | $15,000 | |
| CROSSROADS CORPORATION FOR AFFORDABLE HOUSING AND COMMUNITY DEVELOPMENT | |||||||
| 3623 LATROBE DR SUITE 208 | CHARLOTTE | NC | 28211 | PC | TRUST-BASED PHILANTHROPY - AFFORDABLE HOUSING | $25,000 | |
| CROSSROADS URBAN CENTER | |||||||
| 347 SOUTH 400 EAST | SALT LAKE CTY | UT | 841112904 | PC | EMERGENCY SERVICES FOR PEOPLE IN NEED | $15,000 | |
| DETROIT EMPLOYMENT SOLUTIONS CORPORATION | |||||||
| 115 ERSKINE STREET - 2ND FLOOR | DETROIT | MI | 48201 | PC | GROW DETROIT'S YOUNG TALENT | $25,000 | |
| DETROIT FOOD & ENTREPRENEURSHIP ACADEMY | |||||||
| 4444 2ND AVE | DETROIT | MI | 48201 | PC | THE SMALL BATCH, BIG DREAMS CLASSROOM KITCHEN-TO-CAREER PROGRAM | $15,000 | |
| DETROIT IMPACT INC MONEY MATTERS FOR YOUTH | |||||||
| 9930 GREENFIELD RD | DETROIT | MI | 482272036 | PC | THE MONEY MATTERS FOR YOUTH (MMFY) SUMMER PROGRAM 2023 | $20,000 | |
| DETROIT PHOENIX CENTER | |||||||
| 1420 WASHINGTON BLVD | DETROIT | MI | 482261718 | PC | TRUST-BASED PHILANTHROPY - AFFORDABLE HOUSING | $25,000 | |
| DETROIT PUBLIC SCHOOLS FOUNDATION | |||||||
| 3011 WEST GRAND BLVD 10TH FLOOR | DETROIT | MI | 48202 | PC | DPSCD MEDIA ARTS PROGRAM | $25,000 | SUITE 1004 |
| DETROIT RESCUE MISSION MINISTRIES | |||||||
| 150 STIMSON | DETROIT | MI | 48201 | PC | EMERGENCY SHELTER FOR UNHOUSED PERSONS IN DETROIT | $20,000 | |
| DIGIBRIDGE | |||||||
| PO BOX 31549 | CHARLOTTE | NC | 28231 | PC | PREPARING AND ADVANCING STEAM SCHOLARS WITH DIGI-BRIDGE | $20,000 | |
| DO GREATER FOUNDATION INC | |||||||
| 2400 GREENLAND AVE | CHARLOTTE | NC | 28208 | PC | START UPWARD ENTREPRENEURSHIP INCUBATOR | $20,000 | |
| DOTTIE ROSE FOUNDATION | |||||||
| 217 W DUNBAR ST | CHARLOTTE | NC | 28203 | PC | STACK BYTES | $25,000 | |
| DOWNTOWN BOXING GYM YOUTH PROGRAM | |||||||
| 6445 E VERNOR HWY | DETROIT | MI | 48207 | PC | PREP FOR SUCCESS | $25,000 | |
| DRESS FOR SUCCESS CHARLOTTE | |||||||
| 500-A CLANTON ROAD | CHARLOTTE | NC | 28217 | PC | FINANCIAL EDUCATION | $25,000 | |
| EDUCARE FOUNDATION | |||||||
| 16134 WYANDOTTE ST | VAN NUYS | CA | 914063422 | PC | BACKPACKS AND SCHOOL SUPPLIES FOR NEW STUDENTS | $2,500 | |
| EMERGING INDUSTRIES TRAINING INSTITUTE | |||||||
| 5555 CONNER | DETROIT | MI | 48213 | PC | NEIGHBORHOOD BEAUTIFICATION THROUGH WORKFORCE DEVELOPMENT | $100,000 | |
| FEARLESS BROWN GIRLS INCORPORATED | |||||||
| 3020 I PROSPERITY CHURCH RD 962 | CHARLOTTE | NC | 28269 | PC | FINANCIALLY CONFIDENT TEENS INITIATIVE | $15,000 | |
| FIRST STEP HOUSE | |||||||
| 440 SOUTH 500 EAST | SALT LAKE CTY | UT | 84102 | PC | FIRST STEP HOUSE MEDICAL INTEGRATION PROGRAM | $20,000 | |
| FLORENCE CRITTENTON SERVICES INC DBA CRITTENTON | |||||||
| 3350 HOLABIRD LN | CHARLOTTE | NC | 282086622 | PC | CRITTENTON EDUCATION AND VOCATIONAL PROGRAM | $15,000 | |
| FOR THE STRUGGLE INC | |||||||
| 209 LASALLE | CHARLOTTE | NC | 28216 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $25,000 | |
| FOUNDATION FOR GIRLS | |||||||
| 906 DACAVIN DRIVE | CHARLOTTE | NC | 28226 | PC | ECONOMICALLY EMPOWERING HOMELESS SINGLE MOTHERS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | |||||||
| 220 N TRYON ST | CHARLOTTE | NC | 282022137 | PC | MULTI-YEAR: MAYOR'S RACIAL EQUITY FUND #1 | $400,000 | |
| FREEDOM COMMUNITIES | |||||||
| 3501 TUCKASEEGEE RD | CHARLOTTE | NC | 28208 | PC | MOMS MOVING FORWARD | $25,000 | |
| FREEDOM FIGHTING MISSIONARIES INC | |||||||
| 222 S CHURCH ST | CHARLOTTE | NC | 28202 | PC | SECOND CHANCE HOUSING | $20,000 | |
| FRIENDSHIP COMMUNITY DEVELOPMENT CORP | |||||||
| 3239 BEATTIES FORD RD | CHARLOTTE | NC | 28216 | PC | TRUST-BASED PHILANTHROPY - AFFORDABLE HOUSING | $50,000 | |
| GARDHOUSE LIMITED | |||||||
| 809 WESTMERE AVE SUITE C | CHARLOTTE | NC | 28208 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $25,000 | |
| GEN-ONE INC | |||||||
| 3800 SHAMROCK DRIVE | CHARLOTTE | NC | 28215 | PC | ECONOMIC MOBILITY THROUGH COLLEGE AND CAREER READINESS PROGRAM EXPANSION | $20,000 | |
| GEORGE WASHINGTON CARVER FOOD RESEARCH INSTITUTE | |||||||
| 740 W 5TH ST | CHARLOTTE | NC | 282021408 | PC | FUTURE FOOD PROS - EXPLORE AG STEM CAREERS | $15,000 | |
| GLOBAL DETROIT | |||||||
| 2050 15TH STREET | DETROIT | MI | 48216 | PC | ASSET BUILDING: HOME OWNERSHIP | $25,000 | |
| GOODWILL INDUSTRIES OF GREATER DETROIT | |||||||
| 3111 GRAND RIVER | DETROIT | MI | 48208 | PC | GOODWILL'S GREEN WORKS APPLIANCE REPAIR AND RECYCLING PROGRAM | $25,000 | |
| GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC | |||||||
| 5301 WILKINSON BOULEVARD | CHARLOTTE | NC | 28208 | PC | CONSTRUCTION SKILLS TRAINING PROGRAM | $25,000 | |
| GRAND 7 DETROIT | |||||||
| 24400 W 7 MILE RD | DETROIT | MI | 482191611 | PC | 300 RENEWAL | $20,000 | |
| GUADALUPE CENTER | |||||||
| 1385 N 1200 W | SALT LAKE CTY | UT | 84116 | PC | SUPPORT FOR GUADALUPE SCHOOL'S EXPANDED OST AND ELC PROGRAMS AND ANNUAL GALA | $25,000 | |
| HABITAT FOR HUMANITY OF SUMMIT AND WASATCH COUNTIES | |||||||
| PO BOX 682704 | PARK CITY | UT | 840682704 | PC | SILVER CREEK AFFORDABLE HOUSING AND FINANCIAL LITERACY SERVICES | $7,500 | |
| HABITAT FOR HUMANITY OF THE CHARLOTTE REGION INC | |||||||
| 3815 LATROBE DRIVE | CHARLOTTE | NC | 28211 | PC | MULTI-YEAR: THE MEADOWS AT PLATO PLACE | $250,000 | |
| HACK & HUSTLE SOCIAL ENTREPRENEURSHIP ACADEMY INC | |||||||
| 9445 MEADOWMONT VIEW DR | CHARLOTTE | NC | 282696203 | PC | HACK & HUSTLE WORKFORCE DEVELOPMENT PROGRAM: SETTING THE STAGE FOR FUTURE SUCCESS | $15,000 | |
| HAVEN SERVICES INC | |||||||
| 1541 WILDWOOD DR | LOS ANGELES | CA | 900413132 | PC | VITA PROGRAM | $5,000 | |
| HOLY CROSS MINISTRIES | |||||||
| 860 E 4500 S STE 204 | SALT LAKE CTY | UT | 84107 | PC | SCHOOL READINESS PROGRAM | $20,000 | |
| HOPE HAVEN INC | |||||||
| 3815 N TRYON ST | CHARLOTTE | NC | 282062060 | PC | HOUSING WITH HOPE | $20,000 | |
| HOUSING CONNECT FUND | |||||||
| 3595 S MAIN ST | SALT LAKE CTY | UT | 841154434 | PC | FINANCIAL WELLNESS AND EMPOWERMENT PROJECT | $10,000 | |
| INCLUSIVE ACTION FOR THE CITY | |||||||
| 2900 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 900334225 | PC | CAPITAL, BUSINESS COACHING, AND WRAPAROUND SUPPORT FOR LAS ENTREPRENEURS OF COLOR | $10,000 | |
| INSTITUTO DE AVANCE INTEGRAL LATINO CDC | |||||||
| 715 BRADY AVE | LOS ANGELES | CA | 900223603 | PC | WEALTH ACADEMY | $5,000 | |
| INTECH FOUNDATION INC | |||||||
| 5009 BEATTIES FORD RD | CHARLOTTE | NC | 282162860 | PC | 2021 INTECH ACADEMY | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 221 S 400 W | SALT LAKE CTY | UT | 84110 | PC | SKI MARKETING EXPANSION FOR NEW AMERICAN ENTREPRENEURS | $20,000 | |
| INVEST DETROIT FOUNDATION | |||||||
| 600 RENAISSANCE CTR STE 1710 | DETROIT | MI | 482431810 | PC | STRATEGIC NEIGHBORHOOD FUND 3 | $100,000 | |
| JOURNEY OF HOPE INC | |||||||
| MAILING 898 SO STATE STREET SUITE | OREM | UT | 84097 | PC | EXPANSION INTO OGDEN AND INTO THE MALE SIDE OF THE UTAH STATE PRISON | $20,000 | 310 694 |
| JOURNI INCORPORATED | |||||||
| 440 BURROUGHS ST | DETROIT | MI | 482023429 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 12320 ORACLE BLVD STE310 | COLORADO SPRINGS | CO | 809213660 | PC | 2023 ALLY EMPLOYEE ENGAGEMENT VIA JA PROGRAMMING | $107,000 | |
| JUNIOR ACHIEVEMENT OF UTAH INC | |||||||
| 515 SOUTH 700 EAST SUITE 1C | SALT LAKE CTY | UT | 84102 | PC | 2024-2025 JUNIOR ACHIEVEMENT K-12 IN-CLASS PROGRAMS AND JA CITY BIZTOWN PROGRAMS FOR AT-RISK SCHOOLS | $15,000 | |
| JUST DO IT MOVEMENT INC | |||||||
| 601 E 5TH ST SUITE 330B | CHARLOTTE | NC | 28202 | PC | WORKFORCE DEVELOPMENT TRAINING | $15,000 | |
| LAKE NORMAN COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 19837 S MAIN STREET | CORNELIUS | NC | 280310000 | PC | RENTAL BRIDGE PROGRAM | $15,000 | |
| LAWA - LATIN AMERICANS WORKING FOR ACHIEVEMENT | |||||||
| 1515 MOCKINGBIRD LN STE 7113 | CHARLOTTE | NC | 28209 | PC | COLLEGE HACKS: MENTORING AND SOFT SKILLS WORKSHOPS | $8,000 | |
| LAWN ACADEMY | |||||||
| 2470 COLLINGWOOD STREET | DETROIT | MI | 48206 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | |
| LEADING ON OPPORTUNITY (FOUNDATION FOR THE CAROLINAS) | |||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | PC | LEADING ON OPPORTUNITY GENERAL OPERATING SUPPORT | $50,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 201 SOUTH TRYON STREET SUITE 1210 | CHARLOTTE | NC | 28202 | PC | FINANCIAL OPPORTUNITY CENTER (FOC) | $25,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 3031 W GRAND BLVD SUITE 560 | DETROIT | MI | 48202 | PC | MULTI-YEAR: LISC -WELCOME HOME & DIGITAL NAVIGATOR | $400,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 3031 W GRAND BLVD SUITE 560 | DETROIT | MI | 48202 | PC | MULTI-YEAR: LISC - DIVERSE SUPPLIER GRANT INITIATIVE | $100,000 | |
| MALIHEH FREE CLINIC | |||||||
| 941 EAST 3300 SOUTH | SALT LAKE CTY | UT | 84106 | PC | HEALTHY FAMILIES SUPPORT PROGRAM | $25,000 | |
| MARINERS INN | |||||||
| 445 LEDYARD | DETROIT | MI | 48201 | PC | THE ANCHOR | $25,000 | |
| MCHS FAMILY OF SERVICES | |||||||
| 26645 W SIX MILE ROAD | REDFORD | MI | 48240 | PC | MCHS ANNUAL GALA | $20,000 | |
| MICHIGAN COLLEGE ACCESS NETWORK | |||||||
| 200 N WASHINGTON SQ | LANSING | MI | 489331320 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $25,000 | |
| MICHIGAN COUNCIL ON ECONOMIC EDUCATION | |||||||
| 12642 BERESFORD | STERLING HEIGHTS | MI | 48313 | PC | MONEY MATTERS: CRAFTING CURIOSITY IN PERSONAL FINANCE | $15,000 | |
| MICHIGAN HISPANIC COLLABORATIVE | |||||||
| 2050 15TH ST | DETROIT | MI | 48216 | PC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | |
| MIDNIGHT GOLF PROGRAM | |||||||
| 7441 SECOND AVE | DETROIT | MI | 48202 | PC | MIDNIGHT GOLF PROGRAM COLLEGE, CAREER, AND BEYOND | $25,000 | |
| MISSION ECONOMIC DEVELOPMENT AGENCY | |||||||
| 2301 MISSION ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| MONEY MAGNETS CLUB | |||||||
| 2459 WILKINSON BLVD SUITE 310 | CHARLOTTE | NC | 28208 | PC | FINANCIAL LITERACY FACILITATOR CORPS INTERNSHIP PROGRAM | $15,000 | |
| MOSAIC YOUTH THEATRE OF DETROIT | |||||||
| 2251 ANTIETAM | DETROIT | MI | 48207 | PC | CREATIVE CAREER PATHWAYS: BACKSTAGE TECH AND NEW VOICES DETROIT | $15,000 | |
| MOUNTAIN COUNTRY HOME SOLUTIONS | |||||||
| 1031 WEST CENTER STREET SUITE 302 | OREM | UT | 84057 | PC | FINANCIAL STABILITY PROGRAM | $20,000 | |
| NEIGHBORHOOD HOUSE ASSOCIATION | |||||||
| 1050 W 500 S | SALT LAKE CTY | UT | 841041319 | PC | SUPPORTING UTAHS MOST UNDERSERVED COMMUNITY MEMBERS AND SPONSORING THE 130TH ANNIVERSARY EDITION OF THE ANNUAL TENT PARTY | $20,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY | |||||||
| 3926 WILSHIRE BL 200 | LOS ANGELES | CA | 900103303 | PC | THE LEGACY PROJECT | $10,000 | |
| NEIGHBORHOOD SERVICE ORGANIZATION | |||||||
| 882 OAKMAN BLVD SUITE C | DETROIT | MI | 48238 | PC | WORKFORCE DEVELOPMENT FOR VULNERABLE POPULATIONS | $20,000 | |
| NEIGHBORWORKS CAPITAL | |||||||
| 8484 GEORGIA AVE STE 330 | SILVER SPRING | MD | 209105604 | PC | NEIGHBORWORKS CAPITAL CONSULTING | $15,000 | |
| NEW COMMON SCHOOL FOUNDATION DBA CORNERSTONE SCHOOLS FOUNDATION | |||||||
| 7401 EMILY STREET | DETROIT | MI | 48234 | PC | CORNERSTONE CAREER PATHWAYS | $20,000 | |
| NORTH CAROLINA COUNCIL ON ECONOMIC EDUCATION | |||||||
| 8380 SIX FORKS ROAD SUITE 102 | RALEIGH | NC | 27615 | PC | PROFESSIONAL DEVELOPMENT FOR TEACHERS | $25,000 | |
| NPOWER INC | |||||||
| 55 WASHINGTON STREET SUITE 560 | BROOKLYN | NY | 11201 | PC | TITLE NPOWER MI TECH FUNDAMENTALS--A TRAINING PATHWAY TO IT CAREERS FOR VULNERABLEYOUNG ADULTS, WOMEN OF COLOR AND MILITARY VETERANS IN GREATER DETROIT | $20,000 | |
| ODYSSEY HOUSE INC-UTAH | |||||||
| 117 W 400 S | SALT LAKE CTY | UT | 841011916 | PC | BRIGHTER FUTURES: ADOLESCENT TREATMENT | $5,000 | |
| ORANGEWOOD FOUNDATION | |||||||
| 1575 E 17TH ST BLDG A | SANTA ANA | CA | 927058506 | PC | TRANSITIONAL HOUSING PROGRAMS | $20,000 | |
| OUR DAILY BREAD FOUNDATION | |||||||
| P O BOX 32451 | CHARLOTTE | NC | 28232 | PC | IT'S ALL ABOUT THE DOUGH FINANCIAL LITERACY PROGRAM | $20,000 | |
| OURBRIDGE | |||||||
| 3925 WILLARD FARROW DRIVE | CHARLOTTE | NC | 28215 | PC | OURBRIDGE PROFESSIONAL AND WORKFORCE DEVELOPMENT PROGRAM | $20,000 | |
| PACIFIC COAST REGIONAL SMALL BUSINESS DEVELOPMENT CORPORATION DBA PCR BUSIN | |||||||
| 3255 WILSHIRE BLVD STE 1501 | LOS ANGELES | CA | 900101418 | PC | ECONOMIC DEVELOPMENT FINANCIAL FITNESS PROGRAM | $10,000 | |
| PARK CITY TOTS INC | |||||||
| 1850 SIDEWINDER DR STE 410 | PARK CITY | UT | 840607361 | PC | EARLY CARE & EDUCATION TUITION SCHOLARSHIPS FOR LOW-INCOME FAMILIES | $15,000 | |
| PEOPLE HELPING PEOPLE | |||||||
| 265 EAST 100 SOUTH SUITE 280 | SALT LAKE CTY | UT | 84111 | PC | PEOPLE HELPING PEOPLE EMPLOYMENT PROGRAM | $15,000 | |
| PREMIERE FOUNDATION OF NORTH CAROLINA | |||||||
| 3010 MONROE RD | CHARLOTTE | NC | 28205 | PC | TRUST-BASED PHILANTHROPY - FINANCIAL EDUCATION | $25,000 | |
| PROJECT SCIENTIST | |||||||
| 548 MARKET ST | SAN FRANCISCO | CA | 94104 | PC | PROJECT SCIENTIST SCHOLARS | $15,000 | |
| PROSPERUS DETROIT MICRO LENDING | |||||||
| 440 BURROUGHS ST SUITE 360 | DETROIT | MI | 48202 | PC | PROSPERUS DETROIT MICROLENDING PROOF OF CONCEPT | $20,000 | |
| RAIN INC (THE HAVENS) | |||||||
| 601 E 5TH STREET | CHARLOTTE | NC | 28202 | PC | REPAIR FOR VITAL AFFORDABLE HOUSING | $20,000 | |
| RAZA DEVELOPMENT FUND | |||||||
| 410 E SOUTHERN AVE | PHOENIX | AZ | 85040 | PC | EL COLIBRI LEARNING LAB | $15,000 | |
| REBUILDING TOGETHER | |||||||
| 999 N CAPITOL STREET NE SUITE 330 | WASHINGTON | DC | 200026096 | PC | BUILDING A HEALTHY NEIGHBORHOOD (BAHN) 2023 | $100,000 | |
| ROC USA LLC | |||||||
| 6 LOUDON RD STE 501 | CONCORD | NH | 033015321 | PC | RESIDENT ENGAGEMENT AND LEADERSHIP | $10,000 | |
| ROOF ABOVE INC | |||||||
| PO BOX 31335 | CHARLOTTE | NC | 28231 | PC | ENDING HOMELESSNESS WITH HOUSING | $25,000 | |
| RURAL HOUSING DEVELOPMENT CORPORATION DBA SELF-HELP HOMES | |||||||
| 63 NORTH 400 WEST | PROVO | UT | 84601 | PC | SELF-HELP HOUSING IN UTAH | $20,000 | |
| SAFE HOUSE PROJECT INC | |||||||
| 16155 LANCASTER HWY SUITE 292 | CHARLOTTE | NC | 28277 | PC | EMERGENCY SUPPORT FOR SURVIVORS OF DOMESTIC SEX TRAFFICKING | $10,000 | |
| SALT LAKE COMMUNITY ACTION PROGRAM DBA UTAH COMMUNITY ACTION | |||||||
| 1307 S 900 W | SALT LAKE CTY | UT | 84104 | PC | HOUSING STABILITY | $20,000 | |
| SCHERMCO FOUNDATION | |||||||
| 809 WESTMERE AVE SUITE C 146 | CHARLOTTE | NC | 282085342 | PC | SCHERMCO FAMILY EMPOWERMENT + FINANCIAL EDUCATION, SY 23/24 | $20,000 | |
| SENIOR CHARITY CARE FOUNDATION | |||||||
| 721 NORTH MAIN STREET 106 | LAYTON | UT | 84041 | PC | 2024 SENIOR MOBILE HEALTH CLINICS | $10,000 | |
| SHE BUILT THIS CITY | |||||||
| 920 BLAIRHILL ROAD SUITE B117 | CHARLOTTE | NC | 28217 | PC | WOMEN AT WORK APPRENTICESHIP | $25,000 | |
| SISTAHS REACHIN' OUT | |||||||
| 17575 HUBBELL ST 1ST FLOOR | DETROIT | MI | 48235 | PC | PATHWAYS | $20,000 | |
| SME EDUCATION FOUNDATION | |||||||
| 1000 TOWN CENTER | SOUTHFIELD | MI | 480751236 | PC | SME EDUCATION FOUNDATION PRIME | $20,000 | |
| SOLA I CAN FOUNDATION | |||||||
| 8269 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | SOLA PATHWAYS TO HOME OWNERSHIP PROGRAM & OPERATIONS | $50,000 | |
| SOUTHWEST ECONOMIC SOLUTIONS DBA MIWEALTH | |||||||
| 2835 BAGLEY SUITE 800 | DETROIT | MI | 48216 | PC | SWES HOMEOWNERSHIP ASSISTANCE AND STABILITY PROGRAM | $25,000 | |
| SPY HOP PRODUCTIONS INC | |||||||
| 208 W HARVEY MILK BOULEVARD | SALT LAKE CTY | UT | 841012941 | PC | MULTIMEDIA APPRENTICESHIP PROGRAMS (MAP) | $5,000 | |
| ST ANNE'S CENTER INC | |||||||
| 269 WEST 33RD STREET | OGDEN | UT | 84401 | PC | EMERGENCY SHELTER | $20,000 | |
| SUAZO BUSINESS CENTER | |||||||
| 960 WEST 1700 SOUTH | SALT LAKE CTY | UT | 84104 | PC | SUPPORTING UNDERSERVED AND LOW-INCOME ENTREPRENEURS IN UTAH | $10,000 | |
| SUCCESS IN EDUCATION FOUNDATION | |||||||
| 111 E BROADWAY SUITE 900 | SALT LAKE CTY | UT | 841113400 | PC | ROAD TO SUCCESS/KEN GARFF ESPORTS | $75,000 | |
| SUCCESS IN EDUCATION FOUNDATION | |||||||
| 111 E BROADWAY SUITE 900 | SALT LAKE CTY | UT | 841113400 | PC | OGDEN SCHOOL DISTRICT INITIATIVE | $75,000 | |
| SUPPORTIVE HOUSING COMMUNITIES INC | |||||||
| 601 E 5TH STREET SUITE 255 | CHARLOTTE | NC | 28202 | PC | HOUSING CHARLOTTES MOST VULNERABLE | $15,000 | |
| TEACH EMPOWER ACHIEVE (TEA) | |||||||
| 1331 HOLDEN ST STE 233 | DETROIT | MI | 48202 | PC | SKILLS FOR SUCCESS | $20,000 | |
| THE CENTER FOR STRATEGIC ECONOMIC STUDIES AND INSTITUTIONAL DEVELOPMENT | |||||||
| 777 S ALAMEDA STREET | LOS ANGELES | CA | 90021 | PC | DIGITAL GROWTH ACCELERATOR | $30,000 | |
| THE CHILDREN'S CENTER UTAH | |||||||
| 3725 WEST 4100 SOUTH STE 250 | WEST VALLEY CITY | UT | 84120 | PC | THERAPEUTIC PRESCHOOL PROGRAM | $15,000 | |
| THE GREENING OF DETROIT | |||||||
| 13000 W MCNICHOLS RD | DETROIT | MI | 482354115 | PC | DETROIT CONSERVATION CORPS | $15,000 | |
| THE INN BETWEEN | |||||||
| 1216 EAST 1300 SOUTH | SALT LAKE CTY | UT | 84105 | PC | MEDICAL RESPITE AND END-OF-LIFE CARE FOR THE HOMELESS | $20,000 | |
| THE MAN TO MAN PROJECT INC | |||||||
| 2420 VIRGINIA PARK | DETROIT | MI | 48206 | PC | GROUND UP LEADERSHIP PROGRAM | $25,000 | |
| THE OTHER SIDE ACADEMY | |||||||
| 667 E 100 S | SALT LAKE CTY | UT | 84102 | PC | THE OTHER SIDE VILLAGE COMMUNITY CENTER | $100,000 | |
| THE OTHER SIDE ACADEMY | |||||||
| 667 E 100 S | SALT LAKE CTY | UT | 84102 | PC | THE OTHER SIDE BUILDERS | $284,000 | |
| THE RELATIVES INC | |||||||
| 2219 FREEDOM DR | CHARLOTTE | NC | 28208 | PC | BREAKING BARRIERS: CONNECTING DISCONNECTED YOUNG ADULTS TO EDUCATION, HOUSING, EMPLOYMENT, AND CAREER PATHWAYS | $20,000 | |
| THE ROAD HOME | |||||||
| 1415 S MAIN STREET | SALT LAKE CTY | UT | 84115 | PC | SUPPORT FOR TRHS SHELTER AND HOUSING PROGRAMS | $20,000 | |
| THE SALVATION ARMY | |||||||
| 4015 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | PC | GENERAL OPERATING SUPPORT FOR THE SALVATION ARMY'S EMERGENCY SHELTERS AND BOYS & GIRLS CLUBS | $25,000 | |
| THE SHARING PLACE | |||||||
| 1695 EAST 3300 SOUTH | SALT LAKE CTY | UT | 84106 | PC | GRIEF SUPPORT GROUPS FOR YOUTH IN WEST-SIDE SALT LAKE CITY | $15,000 | |
| THEKONNECTION | |||||||
| 19736 WESTMORELAND RD | DETROIT | MI | 482195105 | PC | BACK TO SCHOOL KLAP IN SPONSORSHIP | $15,000 | |
| TMC COMMUNITY CAPITAL | |||||||
| 1611 TELEGRAPH AVE STE 504 | OAKLAND | CA | 946122144 | PC | EMPOWERING ENTREPRENEURS WITH MICROLOANS | $10,000 | |
| TREEHOUSE CHILDREN'S MUSEUM | |||||||
| 347 22ND STREET | OGDEN | UT | 844011415 | PC | A TREEHOUSE FOR ALL | $20,000 | |
| TURN COMMUNITY SERVICES | |||||||
| 423 W 800 STE A200 | SALT LAKE CTY | UT | 841012274 | PC | HOLLADAY HEIGHTS ACCESSIBLE BATHROOM REMODEL | $25,000 | |
| UGF INSTITUTE INC | |||||||
| 299 SOUTH MAIN SUITE 357 | SALT LAKE CTY | UT | 84111 | PC | SCHOLARSHIPS AND TRAINING | $100,000 | |
| UNITED COMMUNITY HOUSING COALITON | |||||||
| 2727 SECOND AVE | DETROIT | MI | 48201 | PC | FORECLOSURE & HOMELESS PREVENTION | $45,000 | |
| UNITED WAY FOR SOUTHEASTERN MICHIGAN | |||||||
| 3011 W GRAND BLVD SUITE 500 | DETROIT | MI | 48202 | PC | TECH UNITED COMMUNITY RESOURCE HUBS | $50,000 | |
| UNITED WAY OF GREATER CHARLOTTE | |||||||
| 601 E 5TH ST | CHARLOTTE | NC | 28202 | PC | BUILDING AND SHARING POWER THROUGH PLACE-BASED PHILANTHROPY | $20,000 | |
| URBAN LEAGUE OF CENTRAL CAROLINAS | |||||||
| 740 W 5TH ST | CHARLOTTE | NC | 282021408 | PC | WORKFORCE DEVELOPMENT | $25,000 | |
| UTAH MICROENTERPRISE FUND | |||||||
| 154 EAST FORD AVENUE STE A | SALT LAKE CTY | UT | 84115 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UTAH PARTNERS FOR HEALTH | |||||||
| 8446 S HARRISON ST | MIDVALE | UT | 840473501 | PC | ACCESS TO DENTAL AND VISION SERVICES FOR LMI INDIVIDUALS | $10,000 | |
| UTAH SHAKESPEARE FESTIVAL (AS PART OF SOUTHERN UTAH UNIVERSITY) | |||||||
| 351 W CENTER STREET | CEDAR CITY | UT | 847202415 | PC | SHAKESPEARE IN THE SCHOOLS 2025: HENRY IV | $20,000 | |
| VISTA MARIA | |||||||
| 20651 WEST WARREN AVENUE | DEARBORN HEIGHTS | MI | 481272622 | PC | SHEPHERD HALL TRANSITIONAL LIVING PROGRAM | $25,000 | |
| VOLUNTEERS OF AMERICA OF UTAH INC | |||||||
| 1875 SOUTH REDWOOD ROAD | SALT LAKE CTY | UT | 84104 | PC | YOUTH RESOURCE CENTER | $15,000 | |
| WALLACE STEGNER ACADEMY | |||||||
| 980 S BENDING RIVER RD | SALT LAKE CTY | UT | 841043612 | PC | BUILDING LIBRARIES IN HOMES | $15,000 | |
| WASATCH COMMUNITY GARDENS | |||||||
| 629 E 800 S | SALT LAKE CTY | UT | 84102 | PC | GREEN TEAM JOB TRAINING PROGRAM | $10,000 | |
| WASATCH HOMELESS HEALTHCARE | |||||||
| 409 W 400 S | SALT LAKE CTY | UT | 841011135 | PC | GIVE ONE RAISE TWO 2024 | $40,000 | |
| WAYNE STATE UNIVERSITY RESEARCH AND TECHNOLOGY PARK IN THE CITY OF DETROIT | |||||||
| 440 BURROUGHS ST 100 | DETROIT | MI | 482023428 | PC | TECHTOWN DETROIT'S ENTREPRENEURIAL EDUCATION PROGRAMS 2023 | $25,000 | |
| WEBER STATE UNIVERSITY | |||||||
| 1265 VILLAGE DRIVE DEPT 4018 | OGDEN | UT | 84408 | PC | EMERGING HISPANIC-SERVING INSTITUTION ACCELERATION PROJECT | $50,000 | |
| WEBER STATE UNIVERSITY | |||||||
| 1265 VILLAGE DRIVE DEPT 4018 | OGDEN | UT | 84408 | PC | EMERGING HISPANIC-SERVING INSTITUTION ACCELERATION PROJECT | $100,000 | |
| WEST SIDE CLT | |||||||
| PO BOX 668023 | CHARLOTTE | NC | 282668023 | PC | TRUST-BASED PHILANTHROPY - AFFORDABLE HOUSING | $25,000 | |
| WINNING FUTURES | |||||||
| 580 KIRTS BLVD SUITE 320 | TROY | MI | 48084 | PC | 2023-2024 WORKFORCE PREP AND MENTORING PROGRAM | $20,000 | |
| WOMEN OF THE WORLD | |||||||
| 415 EAST 3900 SOUTH | SALT LAKE CTY | UT | 84107 | PC | SELF SUFFICIENCY FOR FORCIBLY DISPLACED WOMEN | $15,000 | |
| WORKING IN SUPPORT OF EDUCATION | |||||||
| 227 E 56TH STREET SUITE 201 | NEW YORK | NY | 10022 | PC | FINANCIAL LITERACY CERTIFICATION PROGRAM IN CHARLOTTE, NORTH CAROLINA AREA | $20,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF NORTHERN UTAH | |||||||
| 675 E 2100 S SUITE 200 | SALT LAKE CTY | UT | 84106 | PC | YMCA FINANCIAL LITERACY | $10,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF THE CENTRAL CAROLINAS INC | |||||||
| 3420 PARK ROAD | CHARLOTTE | NC | 28209 | PC | YWCAS TRANSITIONAL HOUSING PROGRAMS - CASE MANAGEMENT AND FINANCIAL LITERACY | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,888,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,018 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,998,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $771,201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,009,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,009,273 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALLY BANK | ||||||
| 1 | 500 WOODWARD AVENUE | DETROIT | MI | 48226 | $1,819,000 | Yes (X) |
| ALLY FINANCIAL INC | ||||||
| 2 | 500 WOODWARD AVENUE | DETROIT | MI | 48226 | $5,069,000 | Yes (X) |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLOTTE SMALL BUSINESS GROWTH FUND LLC | |||||||||||
| 330 S TRYON STREET | CHARLOTTE | NC | 28202 | 2024-02-27 | $3,000,000 | THIS LOAN INVESTMENT WILL SUPPORT THE CHARLOTTE MAYORS EQUITY INITIATIVES AND SUPPORT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFI) THROUGH THE CREATION AND ONGOING DEVELOPMENT OF A SECONDARY MARKET FOR CDFI SMALL BUSINESS LOANS. | $3,000,000 | THE GRANTOR IS NOT AWARE OF ANY DIVERSION OF FUNDS. | 6/30/2024 | 2024-10-31 | THE GRANTOR REVIEWED THE GRANTEE'S FINANCIAL RECORDS AND FOUND THE RECORDS TO BE ACCURATE AND IN LINE WITH THE GRANT'S PURPOSE |
| CHARLOTTE HOUSING OPPORTUNITY INVESTMENT FUND II LLC | |||||||||||
| 201 S TRYON STREET | CHARLOTTE | NC | 28202 | 2024-11-07 | $285,000 | THE LOAN WILL HELP FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING. | $285,000 | THE GRANTOR IS NOT AWARE OF ANY DIVERSION OF FUNDS. | 6/30/2024 | 2024-10-31 | THE GRANTOR REVIEWED THE GRANTEE'S FINANCIAL RECORDS AND FOUND THE RECORDS TO BE ACCURATE AND IN LINE WITH THE GRANT'S PURPOSE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 2000 ETF | $3,702,406 | $3,702,406 |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $3,262,638 | $3,262,638 |
| SPDR S&P 500 ETF TRUST | $34,912,785 | $34,912,785 |
| VANGUARD TOTAL BOND MARKET ETF | $29,480,295 | $29,480,295 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $7,603,715 | $7,603,715 |
| VANGUARD FTSE EMERGING MARKETS ETF | $1,937,364 | $1,937,364 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISSION RELATED INVESTMENT: HOUSING IMPACT FUND II, LLC | FMV | $1,606,239 | $1,606,239 |
| PROGRAM RELATED INVESTMENTS | FMV | $2,014,709 | $2,014,709 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED TAX ASSET | $24,752 | $0 | $0 |
| ACCRUED INTEREST | $157,039 | $30,411 | $30,411 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOSS ON MISSION RELATED INVESTMENT | $23,663 | $22,146 | $0 |
| CREDIT LOSS ON PRI LOANS | $40,800 | $40,800 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $6,299,574 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $138,066 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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