Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
WILLIAM & MARTHA FORD FUND
 

Number and street (or P.O. box number if mail is not delivered to street address)1901 ST ANTOINE STREET 6TH FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI48226
A Employer identification number

38-6066335
B Telephone number (see instructions)

(313) 259-7777
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,283,617
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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 bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 98,964 98,964  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 316,194
b Gross sales price for all assets on line 6a 1,141,856
7 Capital gain net income (from Part IV, line 2)... 316,194
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 415,158 415,158  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,982 0   1,982
b Accounting fees (attach schedule)....... 23,076 11,538   11,538
c Other professional fees (attach schedule).... 1,828 1,828   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,196 2,204   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20 0   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,102 15,570   13,540
25 Contributions, gifts, grants paid........ 234,620 234,620
26 Total expenses and disbursements. Add lines 24 and 25 271,722 15,570   248,160
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 143,436
b Net investment income (if negative, enter -0-) 399,588
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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...............      
2 Savings and temporary cash investments.......... 515,911 200,330 200,330
3 Accounts receivable bullet2,044
Less: allowance for doubtful accounts bullet   500 2,044 2,044
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,209,915 Click to see attachment4,620,974 4,081,243
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,394 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,727,720 4,823,348 4,283,617
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment55,128 Click to see attachment7,320
23 Total liabilities (add lines 17 through 22).......... 55,128 7,320
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 32,001,968 32,318,162
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -27,329,376 -27,502,134
30 Total net assets or fund balances (see instructions)...... 4,672,592 4,816,028
31 Total liabilities and net assets/fund balances (see instructions).. 4,727,720 4,823,348
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,672,592
2 Enter amount from Part I, line 27a..................... 2 143,436
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,816,028
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,816,028
Form 990-PF (2014)
Form 990-PF (2014)
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 PUBLICLY TRADED SECURITIES D    
b CAPITAL GAINS DIVIDENDS 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 802,147   825,662 -23,515
b 339,709     339,709
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       -23,515
b       339,709
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 2 316,194
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 452,584 2,753,305 0.164378
2012 1,311,202 1,078,918 1.215293
2011 1,180,334 1,116,663 1.057019
2010 2,079,875 1,184,039 1.756593
2009 2,778,937 1,658,727 1.675343
2 Total of line 1, column (d) ...................... 2 5.868626
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 1.173725
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 4,482,405
5 Multiply line 4 by line 3....................... 5 5,261,111
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,996
7 Add lines 5 and 6......................... 7 5,265,107
8 Enter qualifying distributions from Part XII, line 4.............. 8 248,160
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,992
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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-) 2 0
3 Add lines 1 and 2........................... 3 7,992
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,992
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 672
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,450
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,122
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 130
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet130 RefundedBullet 11 0
Part VII-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 Instructions
for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRODNEY P WOOD Telephone no.bullet (313) 961-0500
    Located atbullet2000 BRUSH ST STE 440DETROITMI ZIP+4bullet482262251
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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
    .........bullet
    c
    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 2014?.............
    1c
     
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    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
    WILLIAM CLAY FORD DECEASED 3914 PART-YEAR PRESIDENT / DIRECTOR
    0.25
    0 0 0
    2000 BRUSH STREET SUITE 440
    DETROIT,MI482262251
    MARTHA F FORD PART YEAR PRESIDENT / DIRECTOR
    0.25
    0 0 0
    2000 BRUSH STREET SUITE 440
    DETROIT,MI482262251
    RODNEY P WOOD TREASURER / DIRECTOR
    0.25
    0 0 0
    2000 BRUSH STREET SUITE 440
    DETROIT,MI482262251
    DAVID M HEMPSTEAD SECRETARY / DIRECTOR
    0.25
    0 0 0
    1901 ST ANTOINE STREET 6TH FLOOR
    DETROIT,MI48226
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-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.........................bullet0
    Part X
    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
    4,131,546
    b
    Average of monthly cash balances.......................
    1b
    419,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,550,665
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,550,665
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    68,260
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,482,405
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    224,120
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    224,120
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    7,992
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,992
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    216,128
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    216,128
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    216,128
    Part XII
    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
    248,160
    b
    Program-related investments—total from Part IX-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
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    248,160
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    248,160
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 216,128
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 2,698,837
    b From 2010....... 2,035,251
    c From 2011....... 1,129,445
    d From 2012....... 1,258,912
    e From 2013....... 370,897
    fTotal of lines 3a through e......... 7,493,342
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 248,160
    a Applied to 2013, 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 2014 distributable amount..... 216,128
    e Remaining amount distributed out of corpus 32,032
    5 Excess distributions carryover applied to 2014. 0 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 7,525,374
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    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
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    2,698,837
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    4,826,537
    10 Analysis of line 9:
    a Excess from 2010.... 2,035,251
    b Excess from 2011.... 1,129,445
    c Excess from 2012.... 1,258,912
    d Excess from 2013.... 370,897
    e Excess from 2014.... 32,032
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2014, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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).)
    WILLIAM CLAY FORD DECEASED 3914
    MARTHA F FORD
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID M HEMPSTEAD
    1901 ST ANTOINE STREET 6TH FLOOR
    DETROIT,MI48226
    (313) 259-7777
    bThe form in which applications should be submitted and information and materials they should include:
    BRIEF LETTER, FINANCIAL STATEMENT, COPY OF IRS DETERMINATION LETTER.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GENERALLY LIMITED TO CHARITABLE ORGANIZATIONS ALREADY FAVORABLY KNOWN TO, AND OF INTEREST TO, THE SUBSTANTIAL CONTRIBUTORS OF THIS FOUNDATION. NO GRANTS TO INDIVIDUALS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    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
    1000 FRIENDS OF FLORIDA
    PO BOX 5948
    TALLAHASSEE,FL323145948
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    AARP FOUNDATION
    601 E STREET NW
    WASHINGTON,DC20049
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    ALZHEIMER'S ASSOCIATION
    25200 TELEGRAPH RD SUITE 100
    SOUTHFIELD,MI48033
    NONE PUBLIC CHARITY 30TH ANNIVERSARY CHOCOLATE JUBILEE 2,500
    AMERICAN RED CROSS SOUTHEASTERN MI CHAPTER
    100 MACK AVANUE PO BOX 44110
    DETROIT,MI48244
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    BELLE ISLE CONSERVANCY
    8109 EAST JEFFERSON
    DETROIT,MI48214
    NONE PUBLIC CHARITY HELP RESTORE SCOTT FOUNTAIN/PEWABIC POTTERY 400
    BELLE ISLE CONSERVANCY
    8109 EAST JEFFERSON
    DETROIT,MI48214
    NONE PUBLIC CHARITY GARDEN PARTY 500
    BELLE ISLE CONSEVANCY
    8109 EAST JEFFERSON
    DETROIT,MI48214
    NONE PUBLIC CHARITY THE BELLE ISLE AQUARIUM 600
    BOY SCOUTS OF AMERICA - DETROIT AREA COUNCIL
    1776 W WARREN AVENUE
    DETROIT,MI48208
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    BOYS & GIRLS CLUB OF SOUTHEASTERN MICHIGAN
    26777 HALSTED ROAD SUITE 100
    FARMINGTON HILLS,MI483313560
    NONE PUBLIC CHARITY PROGRAM SERVICES 5,000
    CAPUCHIN SOUP KITCHEN
    1820 MT ELLIOTT STREET
    DETROIT,MI482073485
    NONE PUBLIC CHARITY SAFARI ADVENTURE SOUPER SUMMER CELEBRATION 1,000
    CATCH
    223 FISHER BLDG 3011 W GRAND BLVD
    DETROIT,MI48202
    NONE PUBLIC CHARITY NIGHT OF CHAMPIONS XXV 2,000
    CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION
    2734 WEST ELEVEN MILE ROAD
    BERKLEY,MI48072
    NONE PUBLIC CHARITY FESTIVAL OF TREES 1,000
    CHRIST CHURCH GROSSE POINTE
    61 GROSSE POINTE BLVD
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY CC MUSIC PROGRAM 1,000
    CHRIST CHURCH GROSSE POINTE
    61 GROSSE POINTE BLVD
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY PROGRAM SERVICES 10,000
    COLLEGE FOR CREATIVE STUDIES
    201 E KIRBY
    DETROIT,MI482024034
    NONE PUBLIC CHARITY PROGRAM SERVICES 15,000
    DETROIT ARTISTS MARKET
    4719 WOODWARD AVENUE
    DETROIT,MI48201
    NONE PUBLIC CHARITY GARDEN SALE 1,000
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202
    NONE PUBLIC CHARITY GALA 2,500
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202
    NONE PUBLIC CHARITY PROGRAM SERVICES 2,500
    DETROIT PAL
    111 WEST WILLIS
    DETROIT,MI48201
    NONE PUBLIC CHARITY PROGRAM SERVICES 3,000
    DETROIT PUBLIC SAFETY FOUNDATION
    PO BOX 32801
    DETROIT,MI48232
    NONE PUBLIC CHARITY 2014 ABOVE & BEYOND CEREMONY 1,000
    DETROIT PUBLIC TV
    1 CLOVER COURT
    WIXOM,MI48393
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    DETROIT PUBLIC TV
    1 CLOVER COURT
    WIXOM,MI48393
    NONE PUBLIC CHARITY PROGRAM SERVICES 4,000
    DETROIT RESCUE MISSION MINISTRIES
    150 STIMSON PO BOX 312087
    DETROIT,MI482312087
    NONE PUBLIC CHARITY PROGRAM SERVICES 600
    DETROIT RESCUE MISSION MINISTRIES
    150 STIMSON PO BOX 312087
    DETROIT,NY482312087
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    DETROIT ZOOLOGICAL SOCIETY
    8450 W 10 MILE ROAD
    ROYAL OAK,MI480673001
    NONE PUBLIC CHARITY SUNSET AT THE ZOO HOWLING AT THE MOON 1,320
    EAST HAMPTON BEACH PRESERVATION SOCIETY INC
    PO BOX 593
    EAST HAMPTON,NY119370401
    NONE PUBLIC CHARITY PROGRAM SERVICES 500
    EAST HAMPTON HISTORICAL SOCIETY
    101 MAIN STREET
    EAST HAMPTON,NY11937
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    ECOLOGY CENTER
    339 EAST LIBERTY SUITE 300
    ANN ARBOR,MI48104
    NONE PUBLIC CHARITY LOCALMOTIONGREEN 1,000
    FORGOTTEN HARVEST
    21800 GREENFIELD ROAD
    OAK PARK,MI48237
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    FREEDOM INSTITUTE
    515 MADISON AVENUE
    NEW YORK,NY10022
    NONE PUBLIC CHARITY 2014 SPRING GALA 25,000
    GEORGE BUSH PRESIDENTIAL LIBRARY FOUNDATION
    POST OFFICE BOX 14141
    COLLEGE STATION,TX778414141
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    GOODWILL INDUSTRIES OF GREATER DETROIT
    3111 GRAND RIVER AVENUE
    DETROIT,MI482082962
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    GROSSE POINTE HISTORICAL SOCIETY
    SCHWARTZ BLDG 381 KERCHEVAL AVE
    SUITE 2
    GROSSE POINTE FARMS,MI482363085
    NONE PUBLIC CHARITY SUMMER CELEBRATION "ENGLISH ELEGANCE" 500
    GROSSE POINTE HISTORICAL SOCIETY
    SCHWARTZ BLDG 381 KERCHEVAL AVE
    SUITE 2
    GROSSE POINTE FARMS,MI482363085
    NONE PUBLIC CHARITY PROGRAM SERVICES 500
    GROSSE POINTE LIBRARY FOUNDATION
    10 KERCHEVAL AVENUE
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    GROSSE POINTE WAR MEMORIAL
    32 LAKE SHORE RD
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY GREAT GATSBY GALA 500
    HABITAT FOR HUMANITY
    270 PEACHTREE ST NW SUITE 1300
    ATLANTA,GA303031263
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    HENRY FORD ESTATE FAIR LANE
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    NONE PUBLIC CHARITY 2014 DINNER DANCE 5,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450
    NONE PUBLIC CHARITY CLAMBAKE AT THE COTTAGE 10,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450
    NONE PUBLIC CHARITY GRAND BALL 2,500
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450
    NONE PUBLIC CHARITY MOTHERS, DAUGHTERS, SISTERS & FRIENDS 1,200
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450
    NONE PUBLIC CHARITY GET YOUR HEART RACING 5,000
    HOBE SOUND COMMUNITY CHEST
    POST OFFICE BOX 511
    HOBE SOUND,FL334750511
    NONE PUBLIC CHARITY 2014 ANNUAL FUND DRIVE 1,000
    HOSPICE EDUCATION INSTITUTE
    THREE UNITY SQUARE PO BOX 33
    MACHIASPORT,ME046550033
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    JUPITER ISLAND MEDICAL CLINIC INC
    100 ESTRADA SQUARE
    HOBE SOUND,FL33455
    NONE PUBLIC CHARITY PROGRAM SERVICES 5,000
    MARCH OF DIMES MICHIGAN
    27600 NORTHWESTERN HWY SUITE 150
    SOUTHFIELD,MI48034
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    MOTHERS AGAINST DRUNK DRIVERS
    511 E JOHN CARPENTER FREEWAY SUITE
    700
    IRVING,TX75062
    NONE PUBLIC CHARITY PROGRAM SERVICES 500
    MUSIC HALL CENTER FOR THE PERFORMING ARTS
    350 MADISON ST
    DETROIT,MI48226
    NONE PUBLIC CHARITY 13TH ANNUAL GALA - CARS & STARS 500
    MUSIC HALL CENTER FOR THE PERFORMING ARTS
    350 MADISON ST
    DETROIT,MI48226
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    NATIONAL COUNCIL ON ALCOHOLISM AND DRUG DEPENDENCE INC
    217 BROADWAY SUITE 712
    NEW YORK,NY10007
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    NEIGHBORHOOD CLUB
    17150 WATERLOO
    GROSSE POINTE,MI48230
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    NEW CANAAN COUNTRY SCHOOL
    545 PONUS RIDGE
    NEW CANAAN,CT06840
    NONE PUBLIC CHARITY PROGRAM SERVICES 5,000
    OLD NEWSBOYS GOODFELLOW FUND OF DETROIT
    PO BOX 44444
    DETROIT,MI482440444
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    PLANNED PARENTHOOD MID AND SOUTH MICHIGAN
    PO BOX 3673
    ANN ARBOR,MI48106
    NONE PUBLIC CHARITY HOLIDAY MART PATRON PREVIEW PARTY 1,000
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540
    NONE PUBLIC CHARITY PARENTS ANNUAL GIVING CAMPAIGN 5,000
    RACING FOR KIDS
    93 KERCHEVAL SUITE 4
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    RACQUET UP DETROIT
    PO BOX 11404
    DETROIT,MI48211
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    SEMINARY OF THE SOUTHWEST
    501 E 32ND ST
    AUSTIN,TX78705
    NONE PUBLIC CHARITY PROGRAM SERVICES 500
    SERVICES FOR OLDER CITIZENS
    158 RIDGE ROAD
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY 2014 FEINSTEIN $1 MILLION CHALLENGE 1,000
    SERVICES FOR OLDER CITIZENS
    158 RIDGE ROAD
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY PROGRAM SERVICES 200
    SHRINERS HOSPITALS FOR CHILDREN
    2211 NORTH OAK PARK AVENUE
    CHICAGO,IL607073392
    NONE PUBLIC CHARITY PROGRAM SERVICES 500
    SPECIAL OLYMPICS MICHIGAN
    CENTRAL MICHIGAN UNIVERSITY
    MT PLEASANT,MI48859
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    SPECIAL OLYMPICS MICHIGAN
    CENTRAL MICHIGAN UNIVERSITY
    MT PLEASANT,MI48859
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    TAU BETA ASSOCIATION
    33 HENDRIE LANE
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    TAU BETA ASSOCIATION
    33 HENDRIE LANE
    GROSSE POINTE FARMS,MI48236
    NONE PUBLIC CHARITY MISTLETOE MAGIC 1,000
    THE ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC200906280
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    THE EAST HAMPTON HEALTHCARE FOUNDATION
    200 PANTIGO PLACE
    EAST HAMPTON,NY11937
    NONE PUBLIC CHARITY PROGRAM SERVICES 5,000
    THE FAMILY CENTER
    20090 MORNINGSIDE DRIVE
    GROSSE POINTE WOODS,MI48236
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    THE FRANK COLLINS CADDIE SCHOLARSHIP TRUST
    PO BOX 5110
    EAST HAMPTON,NY11937
    NONE PUBLIC CHARITY PROGRAM SERVICES 200
    THE GREENING OF DETROIT
    1418 MICHIGAN AVENUE
    DETROIT,MI48216
    NONE PUBLIC CHARITY GROWTH FUND CELEBRATION 500
    THE RUSS THOMAS SCHOLARSHIP FUND
    3707 WEST MAPLE ROAD
    BLOOMFIELD HILLS,MI48301
    NONE PUBLIC CHARITY PROGRAM SERVICES 500
    THE SALVATION ARMY
    PO BOX 44530
    DETROIT,MI482440530
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    THE SOUTHAMPTON HOSPITAL FOUNDATION
    240 MEETING HOUSE LANE
    SOUTHAMPTON,NY11968
    NONE PUBLIC CHARITY 56TH ANNUAL SUMMER PARTY 2,000
    TOYS FOR TOTS
    18251 QUANTICO GATEWAY DRIVE
    TRIANGLE,VA22172
    NONE PUBLIC CHARITY PROGRAM SERVICES 100
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    UNITED CEREBAL PALY OF METROPOLITAN DETROIT
    23077 GREENFIELD SUITE 205
    SOUTHFIELD,MI480753745
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    UNITED NEGRO COLLEGE FUND INC
    1805 7TH STREET NW
    WASHINGTON,DC20001
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    UNITED SERVICE ORGANIATIONS
    PO BOX 96322
    WASHINGTON,DC20001
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    UNITED WAY FOR SOUTHEASTERN MICHIGAN
    660 WOODWARD AVE SUITE 300
    DETROIT,MI482261899
    NONE PUBLIC CHARITY PROGRAM SERVICES 50,000
    UNITED WAY OF THE DESERT
    73-710 FRED WARING DRIVE SUITE 104
    PALM DESERT,CA92260
    NONE PUBLIC CHARITY PROGRAM SERVICES 1,000
    UNIVERSITY LIGGETT SCHOOL
    1045 COOK ROAD
    GROSSE PONTE WOODS,MI482362509
    NONE PUBLIC CHARITY PROGRAM SERVICES 10,000
    UNIVERSITY OF MINNESOTA
    200 OAK STREET SE SUITE 500
    MINNEAPOLIS,MN554552010
    NONE PUBLIC CHARITY DYLAN'S WISH MEMORIAL 1,000
    WAYNE STATE UNIVERSITY
    5475 WOODWARD AVENUE
    DETROIT,MI48202
    NONE PUBLIC CHARITY WDET PUBLIC RADIOS 500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT065212038
    NONE PUBLIC CHARITY PROGRAM SERVICES 5,000
    Total .................................bullet 3a 234,620
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-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 ............
             
    4 Dividends and interest from securities....     14 98,964  
    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 .............
        18 316,194  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 415,158 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13415,158
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 23,076 11,538   11,538

    TY 2014 GeneralExplanationAttachment
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Identifier Return Reference Explanation
      PART VII-B, QUESTION 1A(3) FORD ESTATES, LLC (2000 BRUSH ST., SUITE 440, DETROIT, MICHIGAN 48226-2251), IS A BUSINESS OFFICE MAINTAINED FOR, AND AT THE EXPENSE OF, VARIOUS MEMBERS OF THE FORD FAMILY WHO, WITH RESPECT TO THIS FUND, ARE "DISQUALIFIED PERSONS", INCLUDING PARTICULARLY THE FOLLOWING: WILLIAM CLAY FORD AND MARTHA F. FORD.FORD ESTATES, LLC SUPPLIES ACCOUNTING SERVICES AND OFFICE SERVICES (COLLECTING INCOME, DISTRIBUTION OF CONTRIBUTIONS, MAINTENANCE OF ACCOUNTS AND RECORDS, HANDLING CORRESPONDENCE, PREPARATION OF TAX RETURNS AND ANNUAL REPORTS, AND SIMILAR MATTERS PERTAINING TO THE OFFICE OF TREASURER). SUCH SERVICES ARE PERFORMED BY RODNEY P. WOOD, AND BY OTHERS IN FORD ESTATES, LLC UNDER HIS SUPERVISION. NO COMPENSATION IS PAID BY WILLIAM & MARTHA FORD FUND DIRECTLY TO RODNEY P. WOOD AS COMPENSATION FOR HIS SERVICES IN ANY OF THE CAPACITIES LISTED ABOVE OR OTHERWISE. IN 2014, WILLIAM & MARTHA FORD FUND PAID TO FORD ESTATES, LLC $23,076 FOR FEES (AND EXPENSES) FOR ALL THE SERVICES REFERRED TO IN THIS PARAGRAPH.
      PART VII-B, QUESTION 1A(4) DAVID M. HEMPSTEAD, LISTED AS TRUSTEE, SECRETARY AND MEMBER, IS A PARTNER IN THE LAW FIRM OF BODMAN LLP, 1901 ST. ANTOINE STREET, 6TH FLOOR, DETROIT, MICHIGAN 48226, WHICH FIRM ACTS AS THE ATTORNEYS FOR WILLIAM & MARTHA FORD FUND. MR. HEMPSTEAD IS THE PERSON IN THE FIRM PRINCIPALLY CONCERNED WITH SUCH LEGAL SERVICES TO THE FUND, BUT OTHERS IN THE FIRM ALSO RENDER LEGAL SERVICES TO THE FUND UNDER HIS SUPERVISION. THE TIME SPENT BY MR. HEMPSTEAD STRICTLY IN THE LISTED OFFICIAL CAPACITIES CANNOT READILY BE SEPARATED FROM THAT SPENT IN PERFORMING THE LEGAL AND FINANCIAL SERVICES REFERRED TO. IN 2014, WILLIAM & MARTHA FORD FUND PAID TO SAID ATTORNEYS $1,982 FOR FEES (AND EXPENSES) FOR ALL THE SERVICES REFERRED TO IN THIS PARAGRAPH.

    TY 2014 InvestmentsOtherSchedule2
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    4.150 SHS PIMCO TOTAL RETURN FUND AT COST 46 44
    37156.594 SHS CRM SMALL/MID CAP VALUE FUND AT COST 669,234 552,890
    42045.428 SHS MANNING & NAPIER TAX MANAGED FUND AT COST 1,341,912 1,135,647
    40649.586 SHS PIMCO UNCONSTRAINED BOND FD INSTL AT COST 455,582 454,462
    42787.962 SHS LAUDUS MONDRIAN INSTITUTIONAL EM MARKETS AT COST 378,147 342,304
    36744.153 SHS MANNING & NAPIER OVERSEAS AT COST 967,874 794,041
    58189.763 DODGE & COX INCOME FUND AT COST 808,179 801,855

    TY 2014 LegalFeesSchedule
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,982 0   1,982


    TY 2014 OtherAssetsSchedule
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 1,394    


    TY 2014 OtherExpensesSchedule
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL REPORT 20 0   20


    TY 2014 OtherLiabilitiesSchedule
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 55,128 7,320


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE 1,828 1,828   0


    TY 2014 TaxesSchedule
    Name:
    WILLIAM & MARTHA FORD FUND
    EIN: 38-6066335
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 7,992 0   0
    FOREIGN TAX 2,204 2,204   0