The Alix Foundation
The Alix Foundation is a private family foundation established in 1994 and based in Birmingham, Michigan. Founded by Jay Alix, the founder of AlixPartners (a global advisory firm specializing in corporate turnarounds and restructuring), the foundation operates as a selective grantmaking organization focused on transformative philanthropic investments.
Key facts about The Alix Foundation
- EIN
- 38-3171122
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $4,365,248
- Grants made (2024)
- 16
- Average grant
- $272,828
- Median grant
- $23,898
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2024)
- Primary geography
- Pennsylvania (80% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation operates through an invitation-only model and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Alix Foundation funds
By grant dollars, the top recipient states for The Alix Foundation's 16 itemized 2024 grants were Pennsylvania (80%), Connecticut (5%) and New York (5%). The most frequent recipient cities were Detroit, MI (3 grants), New York, NY (2 grants) and Bloomfield Hills, MI (2 grants). 31% of grants with a stated purpose were for general or operating support. Recurring purposes include "Education" (6 grants) and "Humanities" (3 grants).
Is The Alix Foundation open to new grantees?
38%
first-time grantees, 2024
In 2024, 6 of 16 grantees (38%) were first-time recipients. First grants averaged $17K; repeat grants $427K. How we count
Medians: $14K first-time, $38K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Alix Foundation
- How to evaluate The Alix Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Alix Foundation with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$4.4M
-85.3% YoY
Grant Count
16
-5.9% YoY
Avg Grant Size
$273K
-84.4% YoY
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education (primary focus)
- Healthcare and Medical Research
- Religious Organizations
- Human Services
- Philanthropy and Voluntarism
The foundation's philanthropic philosophy centers on transformative investments in medicine and education. A notable example of this commitment is Jay Alix's landmark $200 million gift to Mayo Clinic in 2018—the largest gift in Mayo Clinic's history—which resulted in the renaming of the institution's medical school as the Mayo Clinic Alix School of Medicine.
Grantmaking
Grant Range
** Varies widely, from $1,000 to $25,420,000
Average Grant
amount:** $1,751,427 (based on 2023 data)
How to Apply
**
Ready to take the next step with The Alix Foundation?
Geographic Focus
Where this funder awards grants
The foundation's grantmaking has a national focus with emphasis on major U.S. cities, with particular activity in Michigan, Virginia, and New York.
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $63,925,958
- Total Giving: $4,365,248
- Total Revenues: $4,048,286
- Total Expenses: $5,115,956
As of 2023:
- Annual Giving: $29,774,252
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include University of Pennsylvania ($3,500,000), American Friends of Grange Park Opera Foundation ($237,417), Teachers College Columbia University ($200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF PENNSYLVANIA Philadelphia, PA | EDUCATION | $3,500,000 |
| AMERICAN FRIENDS OF GRANGE PARK OPERA FOUNDATION Taconic, CT | HUMANITIES | $237,417 |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY New York, NY | EDUCATION | $200,000 |
| THE JOHNS HOPKINS UNIVERSITY Baltimore, MD | EDUCATION | $200,000 |
| COLLEGESPRING Walnut Creek, CA | GENERAL WELFARE | $50,000 |
| BLOOMFIELD HILLS SCHOOLS FOUNDATION Bloomfield Hills, MI | EDUCATION | $32,000 |
| FRIENDS OF THE JOHNSON NATURE CENTER Bloomfield Hills, MI | EDUCATION | $29,806 |
| MEMORIAL SLOAN KETTERING CANCER CENTER New York, NY | HEALTH CARE | $26,824 |
| MARINE TOYS FOR TOTS FOUNDATION Triangle, VA | HUMANITIES | $20,971 |
| MOTOWN HISTORICAL MUSEUM INC Detroit, MI | HUMANITIES | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Jay Alix – Founder
- Robert E Shields – President and Chief Executive Officer
- Arthur J Kubert – Chief Financial Officer and Treasurer
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jay Alix | Chairman of the Board | 1 | — |
| Robert E Shields | CEO | 1 | — |
| Arthur J Kubert | VP,CFO,SECRETARY & Treasurer | 1 | — |
| Christine T Alix | President | 2 | $42,500 |
| Anika F Alix | Director | 1 | $42,500 |
Frequently Asked Questions
What does The Alix Foundation fund?
The foundation's grantmaking priorities include: • **Education** (primary focus) • **Healthcare and Medical Research** • **Religious Organizations** • **Human Services** • **Philanthropy and Voluntarism** The foundation's philanthropic philosophy centers on transformative investments in medicine and education. A notable example of this commitment is Jay Alix's landmark $200 million gift to Mayo Clinic in 2018—the largest gift in Mayo Clinic's history—which resulted in the renaming of the instit…
How do I apply for a grant from The Alix Foundation?
The foundation operates through an invitation-only model and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Alix Foundation make grants?
The foundation's grantmaking has a national focus with emphasis on major U.S. cities, with particular activity in Michigan, Virginia, and New York.
What size grants does The Alix Foundation award?
In 2024, The Alix Foundation awarded 16 grants totaling $4.4M — an average of about $273K per grant, based on its IRS Form 990 filings.
What is The Alix Foundation's EIN?
The Alix Foundation's EIN (Employer Identification Number) is 38-3171122. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Alix Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.