Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE JO AND JOE FORD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2828 HOOD STREET NO 1303
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75219
A Employer identification number

26-0513516
B Telephone number (see instructions)

(214) 252-0970
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,756,716J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 112,786 112,786  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,117
b Gross sales price for all assets on line 6a 1,405,425
7 Capital gain net income (from Part IV, line 2)... 113,117
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)....... Click to see attachment 649 649  
12 Total. Add lines 1 through 11........ 226,552 226,552  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 3,000   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,336 82   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,828 9,828   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,164 12,910   0
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 273,164 12,910   250,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,612
b Net investment income (if negative, enter -0-) 213,642
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 155,633 52,350 52,350
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   172    
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) 1,348,582 Click to see attachment1,832,433 1,872,887
b Investments—corporate stock (attach schedule)....... 2,809,830 Click to see attachment2,382,822 3,831,479
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,314,217 4,267,605 5,756,716
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,314,217 4,267,605
29 Total net assets or fund balances (see instructions)..... 4,314,217 4,267,605
30 Total liabilities and net assets/fund balances (see instructions). 4,314,217 4,267,605
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,314,217
2
Enter amount from Part I, line 27a .....................
2
-46,612
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,267,605
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 29 .
6
4,267,605
Form 990-PF (2020)
Form 990-PF (2020)
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 ACTIVISION BLIZZARD INC   2018-07-17 2020-01-22
b ACTIVISION BLIZZARD INC   2018-07-17 2020-01-23
c ACTIVISION BLIZZARD INC   2018-07-17 2020-01-24
d ACTIVISION BLIZZARD INC   2018-11-14 2020-01-24
e ADVANCE AUTO PARTS   2020-01-08 2020-06-17
ADVANCE AUTO PARTS   2017-04-24 2020-12-18
AIR PRODUCTS & CHEMICALS   2020-11-23 2020-12-18
ALIBABA GROUP HOLDINGS LTD   2017-02-10 2020-11-24
ALIBABA GROUP HOLDINGS LTD   2016-07-01 2020-12-18
ALPHABET INC CLASS C   2019-08-09 2020-11-24
ALPHABET INC CLASS C   2017-04-24 2020-11-24
AMAZON.COM INC   2017-01-31 2020-12-18
AMAZON.COM INC   2017-01-24 2020-12-18
AMEREN CORP   2020-03-27 2020-06-17
AMEREN CORP   2018-09-06 2020-11-23
AMEREN CORP   2018-09-11 2020-11-23
AMEREN CORP   2018-09-11 2020-11-24
AMEREN CORP   2018-09-11 2020-12-18
AMERICAN TOWER CORP   2018-11-14 2020-06-17
AMERICAN TOWER CORP   2020-11-23 2020-12-18
AMERICAN WATER WORKS CO   2013-07-02 2020-06-17
AMERICAN WATER WORKS CO   2013-07-02 2020-11-24
AMERICAN WATER WORKS CO   2013-07-02 2020-11-24
AMERICAN WATER WORKS CO   2013-07-02 2020-12-18
AMPHENOL CORP   2019-09-12 2020-06-17
AMPHENOL CORP   2019-09-12 2020-12-18
ANSYS INC   2017-04-24 2020-06-17
ANSYS INC   2017-04-24 2020-12-18
APPLE INC   2013-09-16 2020-11-24
APPLE INC   2013-09-16 2020-12-18
APTARGROUP INC   2018-08-07 2020-12-18
BANK OF AMERICA CORP   2020-02-20 2020-06-17
BANK OF AMERICA CORP   2020-02-20 2020-11-24
BANK OF AMERICA CORP   2019-11-04 2020-12-18
BLACKROCK INC   2018-05-24 2020-12-18
BLACKSTONE GROUP INC   2020-01-22 2020-05-01
BLACKSTONE GROUP INC   2020-01-22 2020-06-17
BLACKSTONE GROUP INC   2020-01-17 2020-06-17
BLACKSTONE GROUP INC   2020-01-17 2020-11-24
BLACKSTONE GROUP INC   2020-01-17 2020-12-18
BOOKING HLDGS INC   2016-12-12 2020-01-16
BOOKING HLDGS INC   2016-12-15 2020-01-16
BURLINGTON STORES INC   2019-11-04 2020-06-17
BURLINGTON STORES INC   2019-08-21 2020-12-18
CDW CORP/DE   2019-04-22 2020-12-18
CMC MATERIALS INC   2020-01-08 2020-12-18
CME GROUP INC   2018-11-16 2020-06-17
CME GROUP INC   2018-11-16 2020-09-02
CME GROUP INC   2020-03-27 2020-09-02
CME GROUP INC   2018-10-12 2020-09-02
CME GROUP INC   2018-10-12 2020-09-03
CABOT MICROELECTRONICS   2019-11-04 2020-06-17
CHARTER COMMUNICATIONS INC   2019-11-04 2020-12-18
CINTAS CORP   2018-01-22 2020-11-24
CITIGROUP INC   2020-02-07 2020-06-17
CITIGROUP INC   2015-11-10 2020-11-23
CITIGROUP INC   2017-04-24 2020-11-23
CITIGROUP INC   2020-02-07 2020-11-23
CITIGROUP INC   2020-02-20 2020-11-23
CITIGROUP INC   2012-08-20 2020-11-23
CITIGROUP INC   2012-08-20 2020-11-24
CITIGROUP INC   2012-08-20 2020-11-24
CITIGROUP INC   2012-08-20 2020-12-18
CONOCOPHILLIPS   2015-01-14 2020-06-17
CONOCOPHILLIPS   2015-01-14 2020-11-24
CONOCOPHILLIPS   2015-01-14 2020-12-18
CONOCOPHILLIPS   2012-02-15 2020-12-18
COOPER COS INC   2018-01-08 2020-06-17
CORELOGIC INC   2017-04-24 2020-01-17
CORELOGIC INC   2017-04-24 2020-02-12
DANAHER CORP   2017-01-11 2020-06-17
DANAHER CORP   2017-01-12 2020-06-17
DANAHER CORP   2017-01-12 2020-11-10
DANAHER CORP   2017-01-12 2020-11-24
DANAHER CORP   2017-01-12 2020-12-18
WALT DISNEY CO   2018-10-17 2020-02-27
WALT DISNEY CO   2018-10-18 2020-02-27
DISCOVER FINANCIAL SVCS   2015-02-25 2020-01-16
DISCOVER FINANCIAL SVCS   2015-02-25 2020-01-17
DISCOVER FINANCIAL SVCS   2015-04-21 2020-01-17
DISCOVER FINANCIAL SVCS   2015-04-21 2020-01-22
DISCOVER FINANCIAL SVCS   2015-10-13 2020-01-22
DISCOVER FINANCIAL SVCS   2015-10-13 2020-01-23
DOLLARAMA INC   2019-08-13 2020-12-18
DOVER CORP   2017-05-19 2020-03-19
DOVER CORP   2017-05-19 2020-06-17
DOVER CORP   2017-04-24 2020-12-18
EQUIFAX INC   2020-01-08 2020-06-12
EQUIFAX INC   2019-08-13 2020-06-17
FACEBOOK INC-A   2019-04-22 2020-06-17
FACEBOOK INC-A   2019-08-09 2020-11-24
FACEBOOK INC-A   2019-08-09 2020-12-18
FIDELITY NATL INFO SVCS   2017-01-27 2020-06-17
FIDELITY NATL INFO SVCS   2019-08-09 2020-11-24
FIDELITY NATL INFO SVCS   2019-08-09 2020-12-18
FORTIVE CO   2017-07-24 2020-06-17
FORTIVE CO   2017-07-24 2020-11-24
FORTIVE CO   2017-07-24 2020-12-18
HILTON WORLDWIDE HOLDINGS   2020-01-17 2020-05-01
HILTON WORLDWIDE HOLDINGS   2020-01-21 2020-05-01
HILTON WORLDWIDE HOLDINGS   2020-01-21 2020-06-17
HILTON WORLDWIDE HOLDINGS   2020-01-21 2020-12-18
HOME DEPOT   2017-01-23 2020-04-28
HOME DEPOT   2017-01-23 2020-06-17
HOME DEPOT   2017-01-23 2020-11-10
HOME DEPOT   2017-01-23 2020-11-24
IAA INC   2019-04-22 2020-06-17
IAA INC   2017-04-24 2020-09-18
IAA INC   2019-10-15 2020-11-16
IAA INC   2017-04-24 2020-11-16
IAA INC   2017-04-24 2020-12-18
IDEX CORP   2017-04-24 2020-01-08
IDEX CORP   2017-04-24 2020-10-28
IDEX CORP   2017-04-24 2020-12-18
INGREDION INC   2017-11-06 2020-03-19
INGREDION INC   2017-11-06 2020-06-17
INGREDION INC   2017-11-06 2020-08-19
INGREDION INC   2018-04-02 2020-08-19
INGREDION INC   2020-05-01 2020-08-19
IQVIA HOLDINGS INC   2019-09-12 2020-06-17
IQVIA HOLDINGS INC   2019-09-12 2020-11-24
IQVIA HOLDINGS INC   2019-09-12 2020-12-18
KAR AUCTION SERVICE   2017-04-24 2020-02-05
KAR AUCTION SERVICE   2019-04-22 2020-02-05
L3 HARRIS TECHNOLOGIES INC   2020-03-27 2020-12-18
LAB CORP OF AMER HLDGS NEW   2017-04-24 2020-12-18
MSCI INC   2019-08-19 2020-02-20
MATCH GROUP INC   2020-06-12 2020-07-21
MATCH GROUP INC   2020-08-17 2020-12-18
MICROSOFT CORP   2017-01-31 2020-04-27
MICROSOFT CORP   2017-01-31 2020-06-17
MICROSOFT CORP   2017-01-31 2020-11-24
MICROSOFT CORP   2017-01-31 2020-12-18
NASDAQ INC.   2017-04-24 2020-06-17
NASDAQ INC.   2017-04-24 2020-08-04
NASDAQ INC.   2017-04-24 2020-09-17
NASDAQ INC.   2017-04-24 2020-11-16
NASDAQ INC.   2017-04-24 2020-12-18
NIKE INC CL B   2017-01-23 2020-06-17
NIKE INC CL B   2014-10-10 2020-11-24
NIKE INC CL B   2014-10-10 2020-12-18
OW LARGE CAP STRATEGIES FD   2017-04-21 2020-06-18
OW FIXED INCOME FUND   2016-05-31 2020-03-27
OW SMALL & MIDCAP STRAT FD   2017-04-21 2020-06-18
OW SMALL & MIDCAP STRAT FD   2019-05-13 2020-06-18
OW SMALL & MIDCAP STRAT FD   2019-07-15 2020-06-18
OW SMALL & MIDCAP STRAT FD   2008-01-24 2020-06-18
OW SMALL & MIDCAP STRAT FD   2008-01-24 2020-11-24
OW SMALL & MIDCAP STRAT FD   2008-10-03 2020-11-24
OW SMALL & MIDCAP STRAT FD   2008-10-03 2020-12-21
OW MULTI-ASSET OPPS FUND   2016-06-03 2020-03-27
OW MULTI-ASSET OPPS FUND   2019-05-13 2020-03-27
OW MULTI-ASSET OPPS FUND   2016-05-31 2020-03-27
OW MULTI-ASSET OPPS FUND   2009-02-27 2020-09-30
OW MULTI-ASSET OPPS FUND   2016-05-31 2020-09-30
PEPSICO INC   2017-04-24 2020-06-17
PEPSICO INC   2017-04-24 2020-11-24
PEPSICO INC   2017-01-23 2020-12-18
PIONEER NATURAL RESOURCES   2018-06-27 2020-06-17
PIONEER NATURAL RESOURCES   2018-06-27 2020-11-24
ROSS STORES INC   2020-11-10 2020-12-18
SS&C TECHNOLOGIES HOLDINGS   2020-11-17 2020-12-18
SALESFORCE COM   2018-03-08 2020-06-17
SALESFORCE COM   2018-03-08 2020-08-13
SALESFORCE COM   2018-03-08 2020-11-24
SALESFORCE COM   2018-03-08 2020-12-02
SALESFORCE COM   2020-03-27 2020-12-02
SCHWAB CHARLES CORP NEW   2020-11-27 2020-12-18
SEA LTD ADR   2020-01-23 2020-06-17
SEA LTD ADR   2020-01-23 2020-06-26
SEA LTD ADR   2020-01-23 2020-08-13
SEA LTD ADR   2020-01-23 2020-11-24
SEA LTD ADR   2020-01-23 2020-12-18
HEALTH CARE SELECT SPDR   2019-11-08 2020-04-29
HEALTH CARE SELECT SPDR   2019-11-08 2020-06-03
HEALTH CARE SELECT SPDR   2019-11-11 2020-06-03
HEALTH CARE SELECT SPDR   2019-11-11 2020-06-17
HEALTH CARE SELECT SPDR   2019-11-11 2020-11-23
HEALTH CARE SELECT SPDR   2020-03-27 2020-11-23
SERVICENOW INC   2018-03-08 2020-02-20
SERVICENOW INC   2018-03-08 2020-06-17
SIX FLAGS ETTMENT CORP   2017-04-24 2020-01-10
SIX FLAGS ETTMENT CORP   2017-06-09 2020-01-10
SIX FLAGS ETTMENT CORP   2017-06-28 2020-01-10
SIX FLAGS ETTMENT CORP   2017-07-27 2020-01-10
SMITH A O CORP   2019-10-15 2020-06-17
SMITH A O CORP   2019-04-22 2020-12-18
SYNOPSYS INC   2018-10-18 2020-06-17
SYNOPSYS INC   2018-10-18 2020-11-16
SYNOPSYS INC   2018-10-18 2020-12-18
TELEFLEX INC   2018-09-21 2020-06-17
TEXAS INSTRUMENTS INC   2019-01-11 2020-06-17
TEXAS INSTRUMENTS INC   2019-01-11 2020-11-24
TEXAS INSTRUMENTS INC   2019-01-11 2020-12-18
THERMO FISHER SCIENTIFIC   2012-08-29 2020-06-17
THERMO FISHER SCIENTIFIC   2012-08-29 2020-12-16
THERMO FISHER SCIENTIFIC   2012-08-29 2020-12-18
UNION PACIFIC CORP   2019-07-19 2020-06-17
UNION PACIFIC CORP   2019-07-19 2020-11-24
UNION PACIFIC CORP   2019-07-19 2020-12-18
US FOODS HOLDING CORP   2020-11-16 2020-12-18
UNITEDHEALTH GROUP INC   2018-10-25 2020-06-17
UNITEDHEALTH GROUP INC   2018-10-25 2020-12-18
VERISK ANALYTICS INC-CL A   2018-08-08 2020-06-17
VERISK ANALYTICS INC-CL A   2018-07-23 2020-12-18
VISA INC   2017-01-24 2020-06-17
VISA INC   2017-01-24 2020-12-18
VONTIER CORP   2017-04-10 2020-11-10
VONTIER CORP   2017-04-11 2020-11-10
VONTIER CORP   2017-04-24 2020-11-10
VONTIER CORP   2017-07-24 2020-11-10
VONTIER CORP   2020-03-27 2020-11-10
VULCAN MATERIALS   2020-01-10 2020-05-20
VULCAN MATERIALS   2020-02-05 2020-05-20
VULCAN MATERIALS   2020-03-03 2020-05-20
VULCAN MATERIALS   2020-03-27 2020-05-20
WASTE MANAGEMENT INC NEW   2019-08-09 2020-06-17
WASTE MANAGEMENT INC NEW   2019-08-09 2020-06-25
WASTE MANAGEMENT INC NEW   2018-12-21 2020-06-25
WASTE MANAGEMENT INC NEW   2018-12-21 2020-06-26
WASTE MANAGEMENT INC NEW   2020-03-27 2020-06-26
WEST PHARMACEUTICAL SVC   2018-05-29 2020-01-08
WEST PHARMACEUTICAL SVC   2018-05-01 2020-04-30
WEST PHARMACEUTICAL SVC   2018-05-01 2020-06-12
WEST PHARMACEUTICAL SVC   2018-05-01 2020-06-17
WEST PHARMACEUTICAL SVC   2018-05-01 2020-08-04
WEST PHARMACEUTICAL SVC   2018-05-01 2020-09-17
WEX INC   2020-01-24 2020-06-17
WYNDHAM HOTELS & RESORTS   2018-06-20 2020-05-01
WYNDHAM HOTELS & RESORTS   2017-04-24 2020-05-01
WYNDHAM HOTELS & RESORTS   2017-04-24 2020-06-17
WYNDHAM HOTELS & RESORTS   2017-04-24 2020-12-18
ZOETIS INC   2018-01-25 2020-06-17
ZOETIS INC   2017-10-16 2020-08-13
ZOETIS INC   2017-10-16 2020-11-24
ZOETIS INC   2017-10-16 2020-12-18
SAFRAN SA   2018-07-18 2020-05-04
SAFRAN SA   2018-07-25 2020-05-04
SAFRAN SA   2020-03-30 2020-05-04
RENTOKIL INITIAL PLC   2019-05-03 2020-06-17
RENTOKIL INITIAL PLC   2019-05-02 2020-06-17
RENTOKIL INITIAL PLC   2019-08-14 2020-12-18
RENTOKIL INITIAL PLC   2019-08-15 2020-12-18
SAMSONITE INTERNATIONAL SA   2019-04-10 2020-03-27
SAMSONITE INTERNATIONAL SA   2019-04-10 2020-03-30
SAMSONITE INTERNATIONAL SA   2019-04-10 2020-03-31
SAMSONITE INTERNATIONAL SA   2019-04-10 2020-04-01
SAMSONITE INTERNATIONAL SA   2019-04-10 2020-04-02
SAMSONITE INTERNATIONAL SA   2019-04-10 2020-04-03
SAMSONITE INTERNATIONAL SA   2019-04-10 2020-04-06
SAMSONITE INTERNATIONAL SA   2019-09-16 2020-04-06
SAMSONITE INTERNATIONAL SA   2019-09-18 2020-04-06
SAMSONITE INTERNATIONAL SA   2019-09-19 2020-04-06
SAMSONITE INTERNATIONAL SA   2019-06-24 2020-04-09
SAMSONITE INTERNATIONAL SA   2019-09-13 2020-04-09
SAMSONITE INTERNATIONAL SA   2019-09-17 2020-04-09
SAMSONITE INTERNATIONAL SA   2019-09-19 2020-04-09
SAMSONITE INTERNATIONAL SA   2019-06-26 2020-04-15
SAMSONITE INTERNATIONAL SA   2019-06-25 2020-04-16
SAMSONITE INTERNATIONAL SA   2019-06-26 2020-04-16
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-04-17
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-04-20
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-04-21
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-04-22
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-04-27
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-04-28
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-04-29
SAMSONITE INTERNATIONAL SA   2017-04-25 2020-05-04
TENCENT HOLDINGS LTD   2019-01-11 2020-06-17
TENCENT HOLDINGS LTD   2019-08-12 2020-11-25
TENCENT HOLDINGS LTD   2019-08-12 2020-12-18
ALLEGION PLC ORD SHS   2018-04-02 2020-01-08
ALLEGION PLC ORD SHS   2017-04-24 2020-03-19
ALLEGION PLC ORD SHS   2017-04-24 2020-05-01
ALLEGION PLC ORD SHS   2017-04-24 2020-06-17
ALLEGION PLC ORD SHS   2017-04-24 2020-08-04
ALLEGION PLC ORD SHS   2017-04-24 2020-10-02
ALLEGION PLC ORD SHS   2018-05-01 2020-10-02
ALLEGION PLC ORD SHS   2020-03-27 2020-10-02
AXALTA COATING   2017-04-24 2020-02-26
AXALTA COATING   2017-05-22 2020-02-26
AXALTA COATING   2018-05-01 2020-02-26
STERIS PLC   2017-04-24 2020-06-17
STERIS PLC   2017-04-24 2020-12-18
CHUBB LIMITED   2017-01-23 2020-02-07
CHUBB LIMITED   2017-01-23 2020-02-27
CHUBB LIMITED   2017-01-23 2020-06-17
CHUBB LIMITED   2017-01-23 2020-12-18
(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 2,420   3,223 -803
b 3,018   4,029 -1,011
c 595   806 -211
d 4,165   3,630 535
e 717   773 -56
1,599   1,476 123
1,342   1,377 -35
1,386   514 872
1,318   399 919
5,283   3,573 1,710
3,522   1,717 1,805
9,731   2,472 7,259
6,487   1,640 4,847
725   758 -33
791   656 135
1,582   1,310 272
791   655 136
787   655 132
1,327   812 515
1,110   1,150 -40
645   200 445
775   199 576
1,548   399 1,149
760   200 560
494   469 25
1,322   938 384
1,419   547 872
1,733   547 1,186
574   81 493
3,865   486 3,379
668   519 149
1,156   1,564 -408
857   1,043 -186
1,440   1,620 -180
3,527   2,691 836
4,522   5,604 -1,082
580   623 -43
290   302 -12
597   599 -2
1,302   1,197 105
10,251   7,674 2,577
4,100   3,024 1,076
1,064   985 79
1,216   858 358
1,359   1,050 309
726   741 -15
882   979 -97
863   979 -116
862   867 -5
863   885 -22
6,936   7,079 -143
725   775 -50
3,281   2,368 913
1,811   820 991
818   1,182 -364
532   560 -28
798   893 -95
1,331   1,970 -639
3,726   5,457 -1,731
1,597   895 702
558   298 260
2,221   1,193 1,028
902   447 455
672   929 -257
665   929 -264
628   929 -301
209   279 -70
1,501   1,158 343
2,267   2,106 161
2,448   2,106 342
880   406 474
880   406 474
4,565   1,623 2,942
1,090   406 684
2,246   812 1,434
10,177   9,903 274
1,197   1,164 33
1,673   1,219 454
2,954   2,133 821
2,954   2,085 869
1,280   894 386
3,839   2,497 1,342
4,697   3,051 1,646
1,487   1,334 153
704   659 45
494   329 165
618   319 299
834   731 103
844   715 129
1,174   898 276
1,371   942 429
2,756   1,884 872
1,388   798 590
742   682 60
1,460   1,365 95
684   633 51
362   270 92
1,041   809 232
1,453   2,270 -817
726   1,113 -387
1,166   1,669 -503
1,572   1,669 -97
4,358   2,759 1,599
1,261   690 571
4,111   2,069 2,042
1,373   690 683
429   349 80
510   271 239
1,215   729 486
1,215   543 672
1,295   543 752
858   516 342
1,746   1,032 714
988   516 472
329   648 -319
431   648 -217
1,175   1,943 -768
783   1,268 -485
783   799 -16
1,404   1,507 -103
864   753 111
1,800   1,507 293
1,712   1,325 387
214   213 1
927   931 -4
2,023   1,449 574
9,658   6,916 2,742
34   29 5
753   583 170
3,487   1,292 2,195
4,867   1,615 3,252
2,136   646 1,490
5,469   1,615 3,854
594   354 240
648   354 294
622   354 268
627   354 273
1,286   709 577
991   531 460
1,354   438 916
1,409   438 971
43,123   41,277 1,846
197,616   191,018 6,598
9,817   11,000 -1,183
24,726   25,000 -274
5,188   5,558 -370
4,465   3,636 829
27,949   18,760 9,189
14,625   8,606 6,019
64,656   35,628 29,028
79,273   102,613 -23,340
37,943   50,000 -12,057
136,142   175,982 -39,840
207,617   177,472 30,145
115,664   124,018 -8,354
1,320   1,141 179
718   570 148
1,460   1,038 422
480   965 -485
550   965 -415
1,748   1,632 116
360   334 26
904   632 272
4,878   3,162 1,716
1,297   632 665
9,932   5,692 4,240
4,414   2,964 1,450
518   497 21
508   223 285
3,180   1,339 1,841
5,123   1,785 3,338
880   223 657
994   223 771
5,032   4,747 285
4,088   3,797 291
1,022   947 75
503   474 29
5,970   5,210 760
2,714   2,144 570
7,044   3,468 3,576
2,004   867 1,137
1,250   2,170 -920
536   912 -376
179   307 -128
536   863 -327
240   242 -2
828   842 -14
1,872   887 985
2,219   887 1,332
1,253   443 810
1,815   1,349 466
635   493 142
1,584   986 598
1,631   986 645
1,744   286 1,458
4,596   572 4,024
2,320   286 2,034
1,712   1,753 -41
1,050   877 173
2,018   1,753 265
672   621 51
1,465   1,306 159
1,707   1,306 401
834   582 252
2,013   1,127 886
1,934   831 1,103
3,166   1,246 1,920
459   360 99
803   627 176
172   135 37
746   607 139
115   74 41
1,015   1,424 -409
508   739 -231
1,015   1,293 -278
1,523   1,507 16
531   595 -64
1,529   1,786 -257
6,625   5,753 872
1,027   885 142
2,054   1,929 125
752   459 293
953   439 514
1,001   439 562
1,059   439 620
1,372   439 933
1,372   439 933
840   1,152 -312
717   1,241 -524
1,076   1,550 -474
235   258 -23
842   775 67
1,362   792 570
4,758   1,968 2,790
821   328 493
813   328 485
444   631 -187
3,554   5,035 -1,481
1,333   1,442 -109
187   154 33
124   101 23
691   544 147
69   54 15
168   540 -372
90   308 -218
118   385 -267
91   308 -217
64   231 -167
81   308 -227
20   77 -57
98   275 -177
20   56 -36
39   109 -70
96   217 -121
48   109 -61
48   109 -61
48   109 -61
46   108 -62
43   107 -64
22   54 -32
135   559 -424
90   372 -282
68   298 -230
50   223 -173
73   335 -262
57   261 -204
93   410 -317
34   149 -115
583   424 159
759   437 322
1,506   873 633
1,228   834 394
964   787 177
1,460   1,181 279
525   394 131
1,981   1,574 407
493   394 99
985   771 214
2,464   2,302 162
398   478 -80
795   945 -150
530   632 -102
773   357 416
910   357 553
4,898   3,941 957
4,636   3,941 695
650   657 -7
767   657 110
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       -803
b       -1,011
c       -211
d       535
e       -56
      123
      -35
      872
      919
      1,710
      1,805
      7,259
      4,847
      -33
      135
      272
      136
      132
      515
      -40
      445
      576
      1,149
      560
      25
      384
      872
      1,186
      493
      3,379
      149
      -408
      -186
      -180
      836
      -1,082
      -43
      -12
      -2
      105
      2,577
      1,076
      79
      358
      309
      -15
      -97
      -116
      -5
      -22
      -143
      -50
      913
      991
      -364
      -28
      -95
      -639
      -1,731
      702
      260
      1,028
      455
      -257
      -264
      -301
      -70
      343
      161
      342
      474
      474
      2,942
      684
      1,434
      274
      33
      454
      821
      869
      386
      1,342
      1,646
      153
      45
      165
      299
      103
      129
      276
      429
      872
      590
      60
      95
      51
      92
      232
      -817
      -387
      -503
      -97
      1,599
      571
      2,042
      683
      80
      239
      486
      672
      752
      342
      714
      472
      -319
      -217
      -768
      -485
      -16
      -103
      111
      293
      387
      1
      -4
      574
      2,742
      5
      170
      2,195
      3,252
      1,490
      3,854
      240
      294
      268
      273
      577
      460
      916
      971
      1,846
      6,598
      -1,183
      -274
      -370
      829
      9,189
      6,019
      29,028
      -23,340
      -12,057
      -39,840
      30,145
      -8,354
      179
      148
      422
      -485
      -415
      116
      26
      272
      1,716
      665
      4,240
      1,450
      21
      285
      1,841
      3,338
      657
      771
      285
      291
      75
      29
      760
      570
      3,576
      1,137
      -920
      -376
      -128
      -327
      -2
      -14
      985
      1,332
      810
      466
      142
      598
      645
      1,458
      4,024
      2,034
      -41
      173
      265
      51
      159
      401
      252
      886
      1,103
      1,920
      99
      176
      37
      139
      41
      -409
      -231
      -278
      16
      -64
      -257
      872
      142
      125
      293
      514
      562
      620
      933
      933
      -312
      -524
      -474
      -23
      67
      570
      2,790
      493
      485
      -187
      -1,481
      -109
      33
      23
      147
      15
      -372
      -218
      -267
      -217
      -167
      -227
      -57
      -177
      -36
      -70
      -121
      -61
      -61
      -61
      -62
      -64
      -32
      -424
      -282
      -230
      -173
      -262
      -204
      -317
      -115
      159
      322
      633
      394
      177
      279
      131
      407
      99
      214
      162
      -80
      -150
      -102
      416
      553
      957
      695
      -7
      110
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 2 113,117
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,970
c All other domestic foundations enter 1.39% 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 2,970
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 2,970
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,614
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,614
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 2,644
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,644 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 the instructions
for the 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)
    bulletTX
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletJOE T FORD Telephone no.bullet (214) 252-0970

    Located atbullet2828 HOOD STREET APT 1303DALLASTX ZIP+4bullet75219
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    JOE T FORD PRESIDENT
    1.00     		0 0 0
    2828 HOOD STREET APT 1303
    DALLAS,TX75219
    CHARLOTTE ATKINS SECRETARY/TREASURER
    1.00     		0 0 0
    100 RIVER BLUFF DRIVE STE 210
    LITTLE ROCK,AR72202
    JO ELLEN FORD DIRECTOR
    1.00     		0 0 0
    2828 HOOD STREET APT 1303
    DALLAS,TX75219
    SCOTT T FORD DIRECTOR
    1.00     		0 0 0
    100 RIVER BLUFF DRIVE STE 210
    LITTLE ROCK,AR72202
    ALISON FORD CRAWFORD DIRECTOR
    1.00     		0 0 0
    4404 WOOD LAKE DRIVE
    PLANO,TX75093
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    5,121,789
    b
    Average of monthly cash balances.......................
    1b
    160,005
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,281,794
    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
    5,281,794
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    79,227
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,202,567
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    260,128
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    260,128
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,970
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,970
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    257,158
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    257,158
    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
    257,158
    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
    250,000
    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
    250,000
    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
    250,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 257,158
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 77,710
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 250,000
    a Applied to 2019, but not more than line 2a 77,710
    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 2020 distributable amount..... 172,290
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		84,868
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    JOE T FORD
    JO ELLEN FORD
    SCOTT T 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:
    MR JOE T FORD
    2828 HOOD STREET APT 1303
    DALLAS,TX75219
    (214) 252-0970
    bThe form in which applications should be submitted and information and materials they should include:
    APPLY FOR PREPRINTED APPLICATION WITH INSTRUCTIONS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ARKANSAS ARTS CENTER
    2510 CANTRELL ROAD
    LITTLE ROCK,AR72202     		NONE PUBLIC CHARITY BUILDING FUND 100,000
    UAMS FOUNDATION
    4301 WEST MARKHAM
    LITTLE ROCK,AR72205     		NONE PUBLIC CHARITY UNRESTRICTED 150,000
    Total .................................bullet 3a 250,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14    
    4 Dividends and interest from securities....     14 112,786  
    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.....     14 649  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 113,117  
    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).. 0 226,552 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    226,552
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE JO AND JOE FORD FAMILY FOUNDATION
    EIN:
    26-0513516
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,000 3,000   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE JO AND JOE FORD FAMILY FOUNDATION
    EIN:
    26-0513516
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LARGE CAP 1,871,475 2,977,643
    GLOBAL SMALL & MID CAP 511,347 853,836

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE JO AND JOE FORD FAMILY FOUNDATION
    EIN:
    26-0513516
    US Government Securities - End of Year Book Value:

    1,832,433
    US Government Securities - End of Year Fair Market Value:

    1,872,887
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    THE JO AND JOE FORD FAMILY FOUNDATION
    EIN:
    26-0513516
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 9,740 9,740   0
    MISC EXPENSES 88 88   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE JO AND JOE FORD FAMILY FOUNDATION
    EIN:
    26-0513516
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NON-DIVIDEND DISTRIBUTIONS 649 649 649


    TY 2020 TaxesSchedule
    Name:
    THE JO AND JOE FORD FAMILY FOUNDATION
    EIN:
    26-0513516
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 82 82   0
    FEDERAL EXCISE TAX 7,254 0   0