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
EDSEL AND ELEANOR FORD HOUSE
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 LAKE SHORE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GROSSE POINTE SHORES, MI48236
A Employer identification number

38-2218274
B Telephone number (see instructions)

(313) 884-4222
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$299,959,092J 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) 90,748
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,428,394 2,283,734 2,428,394
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,696,841
b Gross sales price for all assets on line 6a 77,685,860
7 Capital gain net income (from Part IV, line 2)... 41,291,237
8 Net short-term capital gain......... 2,270,060
9 Income modifications...........  
10a Gross sales less returns and allowances 5,745
b Less: Cost of goods sold.... 4,933
c Gross profit or (loss) (attach schedule)..... 812 812
11 Other income (attach schedule)....... Click to see attachment 342,862 -54,027 342,862
12 Total. Add lines 1 through 11........ 42,559,657 43,520,944 5,042,128
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 195,446 19,545 0 175,901
14 Other employee salaries and wages...... 2,277,024 9,536 210,256 2,066,768
15 Pension plans, employee benefits....... 763,423 7,070 0 756,353
16a Legal fees (attach schedule)......... Click to see attachment 39,446 1,972 0 37,474
b Accounting fees (attach schedule)....... Click to see attachment 59,900 5,990 0 53,910
c Other professional fees (attach schedule).... Click to see attachment 842,776 826,696 826,696 16,080
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 419,581 26,526 0 0
19 Depreciation (attach schedule) and depletion... 624,044 0 0
20 Occupancy.............. 279,051 0 0 279,051
21 Travel, conferences, and meetings....... 2,235 0 0 2,235
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 850,563 0 133,419 717,144
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,353,489 897,335 1,170,371 4,104,916
25 Contributions, gifts, grants paid....... 8,138 8,138
26 Total expenses and disbursements. Add lines 24 and 25 6,361,627 897,335 1,170,371 4,113,054
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,198,030
b Net investment income (if negative, enter -0-) 42,623,609
c Adjusted net income (if negative, enter -0-)... 3,871,757
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............. 600,861 88,064 88,064
2 Savings and temporary cash investments......... 7,113,400 38,171,906 38,171,906
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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.............. 55,066 27,864 27,864
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 121,204,917 Click to see attachment126,271,779 126,271,779
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).......... 52,026,704 Click to see attachment61,780,570 61,780,570
14 Land, buildings, and equipment: basis bullet83,171,569
Less: accumulated depreciation (attach schedule) bullet9,552,660 56,483,425 Click to see attachment73,618,909 73,618,909
15 Other assets (describe bullet) Click to see attachment148,955 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) 237,633,328 299,959,092 299,959,092
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)...... 20,576,560 38,059,690
22 Other liabilities (describe bullet) Click to see attachment336,512 Click to see attachment597,041
23 Total liabilities (add lines 17 through 22)......... 20,913,072 38,656,731
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........... 216,720,256 261,302,361
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 216,720,256 261,302,361
30 Total liabilities and net assets/fund balances (see instructions). 237,633,328 299,959,092
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
216,720,256
2
Enter amount from Part I, line 27a .....................
2
36,198,030
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,887,923
4
Add lines 1, 2, and 3 ..........................
4
261,806,209
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
503,848
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
261,302,361
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d HARVEST MLP INCOME FUND K-1 P    
e SOMERSET EMERGING MARKETS K-1 P    
SOMERSET EMERGING MARKETS K-1 P    
GOLDENTREE SELECT PARTNERS K-1 P    
GOLDENTREE SELECT PARTNERS K-1 P    
GQG PARTNERS K-1 P    
GQG PARTNERS K-1 P    
POLUNIN DEVELOPING K-1 P    
POLUNIN DEVELOPING K-1 P    
ELLIOT ASSOCIATES LP K-1 P    
ELLIOT ASSOCIATES LP K-1 P    
MGG SF EVERGREEN FUND LP K-1 P    
MGG SF EVERGREEN FUND LP K-1 P    
CERBERUS PARTNERS II LP K-1 P    
CERBERUS PARTNERS II LP K-1 P    
SALE OF CEZANNE PAINTING P    
DISPOSAL OF ASSETS P    
SC FUND II K-1 P    
GQG PARTNERS K-1 P    
SOMERSET EMERGING MARKETS K-1 P    
UBTI CAPITAL GAINS P    
REMOVAL OF UBTI EXCLUDED P    
(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 7,885,428   6,132,442 1,752,986
b 41,198,370   29,061,044 12,137,326
c     1,635 -1,635
d       0
e 28,380     28,380
    166,762 -166,762
659,518     659,518
    269,128 -269,128
    319,465 -319,465
65,462     65,462
99,308     99,308
220,891     220,891
    7,558 -7,558
32,453     32,453
58,343     58,343
53,073     53,073
183     183
5,205     5,205
27,000,000   12,000 26,988,000
    45,343 -45,343
282,857   282,857 0
96,389   96,389 0
      0
      46,374
      -46,374
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       1,752,986
b       12,137,326
c       -1,635
d       0
e       28,380
      -166,762
      659,518
      -269,128
      -319,465
      65,462
      99,308
      220,891
      -7,558
      32,453
      58,343
      53,073
      183
      5,205
      26,988,000
      -45,343
      0
      0
      0
      46,374
      -46,374
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 41,291,237
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 2,270,060
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................................ 1 592,468
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........................... 3 592,468
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- ..... 5 592,468
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 110,986
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 585,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 695,986
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 10 103,518
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet103,518 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, CA
    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
    Yes
     
    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 addressbulletWWW.FORDHOUSE.ORG
    14
    The books are in care ofbulletSHANNON SCHOKORA Telephone no.bullet (313) 453-2040

    Located atbullet1100 LAKE SHORE ROADGROSSE POINTE SHORESMI ZIP+4bullet48236
    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
     
    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 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
    LYNN F ALANDT CHAIRMAN
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    CHRIS DINE TREASURER
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    DAVID M HEMPSTEAD SECRETARY
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    BENSON FORD JR TRUSTEE
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    MARTHA FIRESTONE FORD TRUSTEE
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    LINDSEY FORD BUHL TRUSTEE
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    ELEANOR BOURKE FORD TRUSTEE
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    SHEILA FORD HAMP TRUSTEE
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    ALESSANDRO UZIELLI TRUSTEE
    1.00     		0 0 0
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    MARK J HEPPNER PRESIDENT & CEO
    40.00     		195,446 23,396 31,128
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    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
    KARL KOTO DIRECTOR OF LANDSCAP
    40.00     		104,178 11,658 4,540
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    SHANNON SCHOKORA VP FINANCE & ADMINIS
    40.00     		95,363 10,688 5,490
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    AMANDA RUTLAND DIRECTOR OF VISITOR
    40.00     		86,077 7,198 11,934
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    CLARE PFEIFFER DIRECTOR OF COMM & E
    40.00     		82,055 9,224 4,282
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    SHATONA HOLCOMB DIRECTOR OF TALENT &
    40.00     		81,042 9,113 4,743
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    Total number of other employees paid over $50,000...................bullet 12
    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
    SMITHGROUP ARCHITECT 298,834
    500 GRISWOLD
    DETROIT,MI48226
    CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGEMENT 250,000
    PO BOX 412015
    BOSTON,MA60694
    ALBERT KAHN ASSOCIATES INC ARCHITECT 174,648
    3011 W GRAND BLVD STE 1800
    DETROIT,MI10011
    EAGLE CAPITAL MANAGEMENT LLC INVESTMENT MANAGEMENT 117,075
    499 PARK AVENUE
    NEW YORK,NY10022
    XFER COMMUNICATIONS INFORMATION TECHNOLOGY 104,037
    31478 INDUSTRIAL ROAD
    LIVONIA,MI94563
    Total number of others receiving over $50,000 for professional services.............bullet9
    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 CARE, RESTORATION, AND MAINTENANCE OF THE HISTORIC ESTATE, INCLUDING THE HOUSE, FURNISHINGS, AND GROUNDS, ENABLING THE ESTATE TO BE OPEN TO THE PUBLIC, SCHOOL/YOUTH GROUPS, AND OTHER SPECIAL GROUPS FOR TOURS AND EDUCATION (APPROX. 16,568 VISITORS). ACQUISITION OF ASSETS USED IN THE CARE AND RESTORATION OF THE ESTATE/COLLECTION. 6,310,047
    2 YOUTH AND ADULT PROGRAMMING USED TO EDUCATE THE GENERAL PUBLIC ABOUT THE LIVES & TIMES OF THE FORD FAMILY, WHILE LIVING AT THE ESTATE. APPROXIMATELY 9,673 VISITORS. 7,805,034
    3 SPECIAL FUNCTIONS AT THE ESTATE TO BENEFIT NON PROFIT ORGANIZATIONS, THE COMMUNITY AND OTHER SPECIAL GROUPS. APPROXIMATELY 2,853 VISITORS. 907,834
    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
    178,014,596
    b
    Average of monthly cash balances.......................
    1b
    165,842
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    178,180,438
    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
    178,180,438
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,672,707
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    175,507,731
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,775,387
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    4,113,054
    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
    17,622,449
    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
    21,735,503
    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
    21,735,503
    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  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    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........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    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
    2001-07-28
    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
    3,871,757 3,796,210 3,327,022 3,747,436 14,742,425
    b 85% of line 2a ......... 3,290,993 3,226,779 2,827,969 3,185,321 12,531,061
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		21,735,503 29,310,220 13,091,733 8,865,045 73,002,501
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		8,138 45,305 46,840 43,669 143,952
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		21,727,365 29,264,915 13,044,893 8,821,376 72,858,549
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		5,850,258 5,706,832 5,866,545 5,896,684 23,320,319
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    CHARLES H WRIGHT MUSEUM
    315 E WARREN AVE
    DETROIT,MI48201     		  PC DONATION 250
    FRIENDS OF HIGHLAND RECREATION AREA
    PO BOX 800
    HIGHLAND,MI48357     		  PC DONATION 300
    GLEANERS COMMUNITY FOOD BANK OF SE MICHIGAN
    2131 BEAUFAIT STREET
    DETROIT,MI48207     		  PC DONATION 480
    GROSSE POINTE CHAMBER FOUNDATION
    63 KERCHEVAL AVENUE SUITE 16
    GROSSE POINTE FARMS,MI48236     		  PC SPONSORSHIPS 4,750
    GROSSE POINTE FOUNDATION FOR PUBLIC EDUCATION
    389 ST CLAIR AVE
    GROSSE POINTE,MI48230     		  PC DONATION 250
    HISTORIAL SOCIETY OF MICHIGAN
    5815 EXECUTIVE DR
    LANSING,MI48911     		  PC DONATION 250
    I SUPPORT THE GIRLS
    PO BOX 2736
    WHEATON,MD20915     		  PC DONATION 495
    MICHIGAN HUMANITIES COUNCIL
    2364 WOODLAKE DR 100
    OKEMOS,MI48864     		  PC DONATION 250
    MOTOR CITIES NATIONAL HERITAGE AREA
    200 RENAISSANCE CENTER NO 3148
    DETROIT,MI48243     		  PC DONATION 1,000
    UNITED WAY OF SE MICHIGAN
    3011 W GRAND BLVD 500
    DETROIT,MI48202     		  PC DONATION 113
    Total .................................bullet 3a 8,138
    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
    aHOUSE ACTIVITIES         332,951
    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 2,428,394  
    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 9,911  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 46,374 18 39,650,467  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         812
    11 Other revenue:
    aFROM GOLDENTREE SELECT PARTNERS K-1     		900099 12,662      
    bFROM ELLIOT ASSOCIATES LP K-1 900099 1,834      
    cFROM MGG SF EVERGREEN FUND LP K-1 900099 56,337      
    dFROM CERBERUS PARTNERS II LP K-1 900099 28      
    eUBI FROM 2020 K-1 INVESTMENTS     14 -70,861  
    12 Subtotal. Add columns (b), (d), and (e).. 117,235 42,017,911 333,763
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    42,468,909
    (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.)
    1A THE TOURS, PROGRAMS, AND USE OF THE FACILITIES HELP TO FURTHER THE UNDERSTANDING OF EDSEL AND ELEANOR FORD HOUSE AND HOW THE "AUTO BARONS" LIVED, THUS INCREASING THE UNDERSTANDING OF THE HISTORY OF THE AREA.
    10 BOOKS RELATED TO THE FORD FAMILY, UNIQUELY DESIGNED ARTWORK THAT FOLLOWS THE INTERESTS OF EDSEL AND ELEANOR FORD, AND LOGO MERCHANDISE.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    EDSEL AND ELEANOR FORD HOUSE
     
    Employer identification number

    38-2218274
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    EDSEL AND ELEANOR FORD HOUSE
          		Employer identification number
    38-2218274
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    FORD MOTOR COMPANY FUND
     
    ONE AMERICAN ROAD ROOM 958
     
    DEARBORN, MI48126

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ANNE FORD FOUNDATION
     
    2000 BRUSH STREET STE 440
     
    DETROIT, MI48226

    		$ 6,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ASCENSION ST JOHN
     
    22101 MOROSS RD
     
    DETROIT, MI48236

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    BEAUMONT HEALTH FOUNDATION
     
    26901 BEAUMONT BLVD
     
    SOUTHFIELD, MI48033

    		$ 8,411


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    EDSEL AND ELEANOR FORD HOUSE
          		Employer identification number

    38-2218274
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    EDSEL AND ELEANOR FORD HOUSE
          		Employer identification number

    38-2218274
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 59,900 5,990 0 53,910

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MFB NTGI MFB NTGI-QM COMMON DAILY RUSSELL 1000 INDEX - NON LENDIN 51,029,774 51,029,774
    USD - MFB NORTHERN INSTL FDS TREAS PORTFOLIO PREMIER CL 6 6
    MFO VANGUARD BD INDEX FDS TOTAL BD MKT PORTFOLIO INSTL SHS 12,446,118 12,446,118
    MFO DODGE & COX INC FD 13,719,490 13,719,490
    FORD MTR CO DEL COM PAR 3,314,006 3,314,006
    MFO ARTISAN FDS INC INTL VALUE FD INSTL SHS 8,851,783 8,851,783
    MFO HARDING LOEVNER FDS INC INTL EQUITY PORTFOLIO 7,317,701 7,317,701
    MFO VANGUARD DEVELOPED MARKETS INDEX 12,744,685 12,744,685
    ECOLAB INC COM STK 1,771 1,771
    RESTAURANT BRANDS INTL INC COM NPV 214,041 214,041
    ALEXION PHARMACEUTICALS INC COM 174,364 174,364
    ANTHEM INC COM 254,624 254,624
    AON PLC 258,806 258,806
    ASHLAND GLOBAL HLDGS INC COM 59,638 59,638
    AUTOZONE INC COM 302,287 302,287
    AXSOME THERAPEUTICS INC. COM 275,694 275,694
    BALL CORP COM 129,707 129,707
    BEACON ROOFING SUPPLY INC COM 170,446 170,446
    BRIDGEBIO PHARMA INC COM 64,852 64,852
    CHANGE HEALTHCARE INC COM 100,841 100,841
    CHARLES RIV LABORATORIES INTL INC COM 119,433 119,433
    COLONY CAP INC NEW CL A COM CL A COM 149,264 149,264
    CREE INC COM 220,378 220,378
    DELL TECHNOLOGIES INC COM 180,440 180,440
    ELEMENT SOLUTION INC COM 48,279 48,279
    ENTEGRIS INC COM 99,560 99,560
    FINSERV ACQUISITION CORP 84,538 84,538
    FLEX LTD COM 421,559 421,559
    FRONTDOOR INC COM 208,321 208,321
    HILTON WORLDWIDE HLDGS INC COM 93,013 93,013
    IAC/INTERACTIVECORP NEW COM 181,019 181,019
    INTERCONTINENTAL EXCHANGE INC COM 253,984 253,984
    KKR & CO INC CL A 114,708 114,708
    LAB CORP AMER HLDGS COM NEW 331,990 331,990
    LITHIA MTRS INC CL A 105,947 105,947
    LYFT INC CL A 86,174 86,174
    L3HARRIS TECHNOLOGIES INC COM 235,330 235,330
    MARRIOTT VACATIONS WORLDWIDE CORP COM 237,528 237,528
    MARTIN MARIETTA MATLS INC COM 98,822 98,822
    MOLINA HEALTHCARE INC COM 200,983 200,983
    MORNINGSTAR INC COM STK 56,580 56,580
    POST HLDGS INC COM STK 332,525 332,525
    QORVO INC COM 271,686 271,686
    S&P GLOBAL INC COM 166,666 166,666
    SHERWIN-WILLIAMS CO COM 138,163 138,163
    SPLUNK INC COMSTK COM 167,681 167,681
    STERICYCLE INC COM 127,706 127,706
    TERMINIX GLOBAL HLDGS INC COM 324,220 324,220
    UBER TECHNOLOGIES INC COM 195,738 195,738
    UNIVAR SOLUTIONS INC 195,898 195,898
    VERTIV HOLDINGS LLC COM 85,378 85,378
    VIATRIS INC 224,412 224,412
    VISTEON CORP COM NEW 133,679 133,679
    WYNDHAM DESTINATIONS INC COM STK 319,134 319,134
    WYNN RESORTS LTD COM 221,485 221,485
    ZYNGA INC 307,668 307,668
    PHILIP MORRIS INTL COM STK NPV 564,832 564,832
    MASTERCARD INC CL A 1,146,134 1,146,134
    MARTIN MARIETTA MATLS INC COM 283,970 283,970
    JPMORGAN CHASE & CO COM 415,646 415,646
    COMCAST CORP NEW-CL A 255,712 255,712
    CABLE ONE INC COM 82,426 82,426
    BROWN-FORMAN INC CL B NON-VTG COM 186,525 186,525
    BROWN FORMAN CORP CL A 42,348 42,348
    BERKSHIRE HATHAWAY INC-CL B 1,139,641 1,139,641
    ALPHABET INC CAP STK USD0.001 CL C 627,173 627,173
    ADR UNILEVER PLC SPONSORED ADR NEW 496,461 496,461
    ADR NESTLE S A SPONSORED ADR REPSTG REG 918,840 918,840
    RICHEMONT(CIE FIN) CHF1 (REGD) 546,698 546,698
    HEINEKEN HOLDING EUR1.6 A 503,791 503,791
    PERNOD RICARD NPV EUR 1.55 590,906 590,906
    ANHEUSER-BUSCH INB NPV 300,153 300,153

    TY 2020 InvestmentsOtherSchedule2
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    155,407 SHS - POLUNIN DEVELOPING FMV 3,495,603 3,495,603
    1 SHARE SOMERSET EMERGING MARKETS SMALL CAP FUND LLC FMV 3,345,904 3,345,904
    1 SHS - GQG PARTNERS EMERGING MARKETS EQUITY FUND FMV 4,862,604 4,862,604
    3,500 SHS - KABOUTER INTERNATIONAL OPPORTUNITIES OFFSORE FUND II LTD FMV 5,251,918 5,251,918
    3,352,608 SHS - HARVEST MLP INCOME FUND LLC FMV 3,352,608 3,352,608
    10,745.8746 SHS - THE WEATHERLOW OFFSHORE FUND I FMV 20,249,564 20,249,564
    6,600 SHS - DOUBLELINE OPPORTUNISTIC INCOME FUND LTD FMV 6,924,065 6,924,065
    1 SHARE - GOLDEN TREE ASSET MANAGEMENT LP FMV 5,621,804 5,621,804
    1 SHARE - ELLIOT ASSOCIATION LP FMV 869,821 869,821
    1 SHARE - MGG SF EVERGREEN FUND LP FMV 2,599,928 2,599,928
    1 SHARE - CEREBUS PARTNERS II LP FMV 195,111 195,111
    50,000 SHS - THE CHILDREN'S INVESTMENT FUND FMV 5,000,000 5,000,000
    COMPAGNIE FINANCIERE RICHEMONT SA AT COST 2,894 2,894
    RECOVERABLE TAXES AT COST 8,746 8,746

    TY 2020 LandEtcSchedule2
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    CONSTRUCTION IN PROGRESS 52,807,814 0 52,807,814 52,807,814
    MAIN HOUSE RESTORATION 5,492,896 2,741,005 2,751,891 2,751,891
    REAL ESTATE IMPROVEMENTS 4,854,112 1,534,372 3,319,740 3,319,740
    REAL ESTATE - ORIGINAL PROPERTY 4,430,000 0 4,430,000 4,430,000
    ADDITIONS TO COLLECTION 4,156,992 0 4,156,992 4,156,992
    GATEHOUSE, GARAGE, WORK BLDG, PLAYHOUSE 2,024,243 1,169,446 854,797 854,797
    ORIGINAL HOUSE FURNISHINGS 1,935,010 0 1,935,010 1,935,010
    POOL AND POWERHOUSE RENOVATION 1,541,363 897,817 643,546 643,546
    LANDSCAPE IMPROVEMENTS 1,023,630 516,119 507,511 507,511
    EQUIPMENT 838,853 593,610 245,243 245,243
    WARREN COLLECTION BUILDING 825,574 89,376 736,198 736,198
    HOUSE FURNISHING ADDITIONS 496,484 406,545 89,939 89,939
    ART REPRODUCTIONS 443,991 102,834 341,157 341,157
    VEHICLES 434,728 429,629 5,099 5,099
    PLANNING AND DEVELOPMENT COSTS 296,195 147,495 148,700 148,700
    ACTIVITIES BUILDING FURNISHINGS AND EQUIPMENT 371,014 369,493 1,521 1,521
    OFFICE EQUIPMENT & FURNITURE 476,789 287,896 188,893 188,893
    FORD HOUSE VIDEO TAPE & GUEST AMENITIES 164,296 164,296 0  
    COLLECTIONS AUTOMOBILE - LINCOLN 136,180 0 136,180 136,180
    NON-DEPRECIABLE LANDSCAPE 126,161 0 126,161 126,161
    NON-DEPRECIABLE EXHIBIT ITEMS 116,250 0 116,250 116,250
    PLAYHOUSE RENOVATION 96,235 72,437 23,798 23,798
    GATELODGE IMPROVEMENTS 45,069 15,636 29,433 29,433
    NORTH DEVELOPMENT ZONE 8,490 2,123 6,367 6,367
    NON-DEPRECIABLE PERSONAL PROPERTY 16,000 0 16,000 16,000
    SOUTH COTTAGE DISPLAY 13,200 12,531 669 669


    TY 2020 LegalFeesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 39,446 1,972 0 37,474


    TY 2020 OtherAssetsSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL INCOME TAX REFUNDABLE 148,955 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Amount
    CUMULATIVE BALANCE SHEET ACCRUAL TO CASH ADJUSTMENT 503,848


    TY 2020 OtherExpensesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAINTENANCE - BUILDING & GROUNDS, EQUIP, ACQUISITIONS, & CONSERVATION OF ART 47,124 0 0 47,124
    OFFICE EXPENSE 93,755 0 0 93,755
    INSURANCE 127,188 0 0 127,188
    FUNCTIONS, TOURS, AND EXHIBITS 133,419 0 133,419 0
    EMPLOYMENT COSTS 49,739 0 0 49,739
    CARE OF COLLECTION 184,969 0 0 184,969
    SECURITY & PUBLIC SAFETY 70,855 0 0 70,855
    TELEPHONE 27,565 0 0 27,565
    MEMBERSHIPS 8,801 0 0 8,801
    MARKETING & COMMUNICATIONS 43,555 0 0 43,555
    WEBSITE MAINTENANCE 4,276 0 0 4,276
    DONOR & MEMBER CULTIVATION 5,220 0 0 5,220
    CREDIT CARD & BANK FEES 14,645 0 0 14,645
    INFORMATION TECHNOLOGY 39,452 0 0 39,452


    TY 2020 OtherIncomeSchedule2
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER PORTFOLIO INCOME 9,911 9,911 9,911
    FROM 2020 K-1 INVESTMENT 0 6,923 0
    HOUSE ACTIVITIES 332,951   332,951
    FROM GOLDENTREE SELECT PARTNERS K-1 12,662   12,662
    FROM ELLIOT ASSOCIATES LP K-1 1,834   1,834
    FROM MGG SF EVERGREEN FUND LP K-1 56,337   56,337
    FROM CERBERUS PARTNERS II LP K-1 28   28
    UBI FROM 2020 K-1 INVESTMENTS -70,861 -70,861 -70,861


    TY 2020 OtherIncreasesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 8,746,607
    ACCRUAL TO CASH ADJUSTMENT 141,316


    TY 2020 OtherLiabilitiesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 336,512 174,932
    FEDERAL EXCISE TAX PAYABLE 0 422,109


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 842,776 826,696 826,696 16,080


    TY 2020 TaxesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX EXPENSE 419,581 26,526 0 0