2024-06-18T09:39:47-04:00 2023-12-31 382706146 YEO & YEO PC PO BOX 3275 SAGINAW MI 48605 990PF 2023-01-01 382429175 WM MCNALLY FAMILY FOUNDATION WILL 9897772360 5825 DIXIE HIGHWAY SAGINAW MI 48601 JEFFREY W MCNALLY TREASURER 9897772361 2024-06-09 true JEFFREY MCNALLY 999009999 true ANDREW T MATUZAK P01541733 9897939830 2024-06-09 2023 2023-04-26 12:10:37Z X 13009969 X X 115626 114501 311632 311632 -3914 6393206 168 423512 426133 24120 6030 18090 4884 4884 13443 13443 478 478 12470 12394 76 55395 37229 18166 634284 634284 689679 37229 652450 -266167 388904 5638247 6212535 6212535 2964246 2090784 3455129 2367620 337963 2661979 2721307 660205 620998 620998 11968281 11586296 13009969 0 X 11968281 11586296 11968281 11586296 11968281 11586296 11968281 -266167 11702114 115818 11586296 FIDELITY 1099B P 4690874 4717621 -26747 -26747 FIDELITY 1099B P 1700547 1679499 21048 21048 -3914 5406 5406 5406 13000 13000 7594 7594 false false false false false false false true true MI true false false false false true NOT APPLICABLE JEFF MCNALLY 9897772360 5825 DIXIE HIGHWAY SAGINAW MI 48601 false false false false true false false false false false false false false false false false false false false false false JEFFREY W MCNALLY 9602 W TUSCOLA RD FRANKENMUTH MI 48734 TREASURER 1.00 5120 0 5120 DWIGHT L MCNALLY 10295 THOMAS WOODS ROAD SAGINAW MI 48609 PRESIDENT 1.00 5000 0 5000 BRIAN D MCNALLY 111 NORTH MAIN ROYAL OAK MI 48067 SECRETARY 1.00 4000 0 4000 RYAN MCNALLY 5825 DIXIE HIGHWAY SAGINAW MI 48601 TRUSTEE 1.00 5000 0 5000 MEGHAN WININGER 5825 DIXIE HIGHWAY SAGINAW MI 48601 TRUSTEE 1.00 5000 0 5000 NONE NONE THE FOUNDATION DOES NOT CONDUCT DIRECT CHARITABLE ACTIVITIES OR INCUR EXPENSES RELATIVE TO CHARITABLE ACTIVITIES EXCEPT IN THE PERFORMANCE OF NECESSARY EVALUATION OF GRANTS TO ORGANIZATIONS AS SET FORTH IN PART XV. N/A 7808604 4553508 640602 13002714 13002714 195041 12807673 640384 640384 5406 5406 634978 634978 634978 652450 652450 634978 634299 652450 634299 18151 616827 JEFF MCNALLY 5825 DIXIE HIGHWAY SAGINAW MI 48601 9897772361 LETTER FORM - NO FORMAL REQUIREMENTS NONE NONE ALL THINGS KABUKI 5155 E CAPON CIR WASILLA AK 99654 NONE PC GENERAL 3000 BIG BROTHERS BIG SISTERS 4600 FASHION SQUARE BLVD STE 203 SAGINAW MI 48604 NONE PC GENERAL FUND 5000 BOY SCOUTS OF AMERICA WATER & WOODS 507 W ATHERTON RD FLINT MI 48507 NONE PC SHAPE THE LIVES OF YOUTH 5000 BRIDGEPORT TOWNSHIP DDA 6206 DIXIE HIGHWAY BRIDGEPORT MI 48722 NONE GOV TOWNSHIP BEAUTIFICATION 7000 CAMP RESTORE DETROIT 17100 CHALMERS ST DETROIT MI 48205 NONE PC PROMOTE THE COMEBACK CITY 20000 CAN COUNCIL 1311 N MICHIGAN AVE SAGINAW MI 48602 NONE PC GENERAL FUND 5000 CHILD AND FAMILY SERVICES SAGINAW 2838 AUTOMOTIVE CENTRE RD SAGINAW MI 48603 NONE PC GENERAL FUND 2000 CHILDREN'S ZOO AT CELEBRATION SQUAR 1730 S WASHINGTON AVE STE 2876 SAGINAW MI 48601 NONE PC GENERAL 100000 CMU COLLEGE OF MEDICINE 1632 STONE ST SAGINAW MI 48602 NONE PC GENERAL 35000 CONCORDIA SEMINARY 801 SEMINARY PLACE ST LOUIS MO 63105 NONE PC EDUCATION 20000 COUNCIL OF MI FOUNDATIONS 125 OTTAWA NW GRAND RAPIDS MI 49503 NONE PC PROVIDE GENERAL FUNDS 4000 COVENANT HEALTHCARE FOUND 4800 FASHION SQ BLVD STE 500 SAGINAW MI 48604 NONE PC CAPITAL CAMPAIGN FOR BUILDING 100000 EMMAUS HOUSE 733 S 14TH ST SAGINAW MI 48601 NONE PC GENERAL FUND 10000 FIRST CHOICE OF SAGINAW 339 S 25TH ST SAGINAW MI 48601 NONE PC GIFT CARDS 1000 GIRL SCOUTS HEART OF MICHIGAN 5470 DAVIS RD SAGINAW MI 48604 NONE PC GENERAL 4000 HOSPITAL HOSPITALITY HOUSE 1701 N MICHIGAN AVE SAGINAW MI 48602 NONE PC LODGING FOR FAMILIES IN HOSPITALS 25000 KEYS OF HOPE FOUNDATION 18 W HURON ST SUITE 7 PONTIAC MI 48342 NONE PC GENERAL 15000 LUTHERAN SPECIAL EDUCATION MINISTRIES 3773 GEDDES RD ANN ARBOR MI 48105 NONE PC GENERAL FUND 5000 MAJOR CHORDS FOR MINORS 103 S MASON ST SAGINAW MI 48602 NONE PC YOUTH MUSIC EDUCATION 20000 MAYO CLINIC FDN 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC DIAGNOSE AND TREAT COMPLEX ILLNESS 10000 MID MICHIGAN CHILDRENS MUSEUM 315 W GENESEE AVE SAGINAW MI 48602 NONE PC GENERAL FUND 14284 MT CALVARY LUTHERAN CHURCH 908 WEST OAK ST GREENVILLE MI 48838 NONE PC GENERAL FUND 5000 READ ASSOCIATION OF SAGINAW CO 100 S JEFFERSON AVE STE 2 SAGINAW MI 48607 NONE PC GENERAL 4000 RESCUE MINISTRIES OF MID-MICHIGAN 1021 BURT ST SAGINAW MI 48607 NONE PC GENERAL 25000 RIVER JORDAN INC 3442 KIESEL RD BAY CITY MI 48706 NONE PC GENERAL FUND 15000 SAGINAW AREA FIREWORKS INC PO BOX 1923 SAGINAW MI 48605 NONE PC PROVIDE GENERAL FUNDS 2000 SAGINAW COMMUNITY FOUNDATION 1 TUSCOLA ST STE 100B SAGINAW MI 48607 NONE PC GENERAL FUND 30000 SAGINAW PROMISE ZONE AUTHORITY 1 TUSCOLA ST SAGINAW MI 48607 NONE PC PROMISE ZONE 7000 SAGINAW SHIAWASSEE HABITAT FOR HUMA 315 W HOLLAND ST SAGINAW MI 48602 NONE PC DOWNTOWN IMPROVEMENT PROJECTS 7500 SALVATION ARMY 2030 N CAROLINA ST SAGINAW MI 48602 NONE PC GENERAL FUND 5000 SHINE BRIGHT SAGINAW-COMMUNITY FDN 1 TUSCOLA ST STE 100B SAGINAW MI 48607 NONE PC GENERAL FUND 25000 SPECIAL OLYMPICS OF MICHIGAN 6624 TIMBER RIDGE DRIVE BLOOMFIELD MI 48301 NONE PC FUND SAGINAW PARTICIPANTS IN OLYMPIC 1000 SVSU DANCE TEAM 7400 BAY RD UNIVERSITY CENTER MI 48710 NONE PC GENERAL 7500 SVSU FOUNDATION 7400 BAY RD UNIVERSITY CENTER MI 48710 NONE PC EDUCATION 20000 TEMPLE ARTS 1126 N MICHIGAN AVE SAGINAW MI 48602 NONE PC GENERAL FUND 25000 THE WELL OF SAGINAW MEN'S SHELTER 1021 BURT ST SAGINAW MI 48607 NONE PC GENERAL 15000 UNDERGROUND RAILROAD 5647 STATE STREET SUITE A SAGINAW MI 48603 NONE PC GENERAL FUND 5000 YMCA OF SAGINAW 1915 FORDNEY SAGINAW MI 48601 NONE PC PROGRAMS DEVELOP HEALTHY SPIRIT BODY 25000 634284 14 115626 14 311632 18 -3914 MISC 14 168 423512 423512 false false false false false false false false false false WM. MCNALLY FAMILY FOUNDATION 4085 4085 MCNALLY INVESTMENT GROUP 799 799 FIDELITY - BONDS FIDELITY - STOCK 2090784 3455129 FIDELITY - EQUITY ETPS AT COST 321064 374397 FIDELITY - FIXED INCOME ETPS AT COST 203545 203818 FIDELITY - OTHER ETPS AT COST 36615 38234 FIDELITY - OTHER AT COST 47440 49350 FIDELITY - STOCK FUNDS AT COST 29113 31306 FIDELITY - SHORT-TERM FUNDS AT COST 2024202 2024202 INVESTMENT - MCNALLY INVESTMENT GROU 660205 620998 620998 OTHER ADJUSTMENTS 115818 EXPENSES MCNALLY INVESTMENT STATE FILI MISC 12394 12394 ANNUAL REPORT 20 20 OFFICE SUPPLIES 56 56 MISC 168 INVESTMENT FEES 12000 12000 MCNALLY INVESTMENT GROUP 1443 1443 FEDERAL EXCISE FOREIGN TAXES 478 478