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.
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
The foundation operates through an invitation-only model and does not accept unsolicited requests for funds. There is no public application process or formal grant programs with defined application cycles.
Grant Range
** Varies widely, from $1,000 to $25,420,000
Average Grant
amount:** $1,751,427 (based on 2023 data)
How to Apply
**
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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
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 | — | — | — |
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
No grants recorded for .
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 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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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