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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$328,038,802J 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) 233,468
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,996,786 3,252,457 2,996,786
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,577,034
b Gross sales price for all assets on line 6a 22,092,292
7 Capital gain net income (from Part IV, line 2)... 8,457,148
8 Net short-term capital gain......... 1,989,287
9 Income modifications...........  
10a Gross sales less returns and allowances 1,080,164
b Less: Cost of goods sold.... 1,712,875
c Gross profit or (loss) (attach schedule)..... -632,711 -632,711
11 Other income (attach schedule)....... Click to see attachment 2,270,605 -99,099 2,270,605
12 Total. Add lines 1 through 11........ 12,445,182 11,610,506 6,623,967
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 263,459 26,346 0 237,113
14 Other employee salaries and wages...... 2,534,396 10,248 102,475 2,431,920
15 Pension plans, employee benefits....... 903,636 9,003 0 894,632
16a Legal fees (attach schedule)......... Click to see attachment 22,426 1,121 0 21,304
b Accounting fees (attach schedule)....... Click to see attachment 65,581 6,558 0 59,023
c Other professional fees (attach schedule).... Click to see attachment 1,026,563 1,016,644 1,016,644 9,919
17 Interest............... 377,018 0 0 377,018
18 Taxes (attach schedule) (see instructions)... Click to see attachment 301,450 72,145 0 0
19 Depreciation (attach schedule) and depletion... 1,647,525 0 0
20 Occupancy.............. 406,380 0 0 406,380
21 Travel, conferences, and meetings....... 7,864 0 0 7,864
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,124,759 0 205,130 1,919,629
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,681,057 1,142,065 1,324,249 6,364,802
25 Contributions, gifts, grants paid....... 36,781 36,781
26 Total expenses and disbursements. Add lines 24 and 25 9,717,838 1,142,065 1,324,249 6,401,583
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,727,344
b Net investment income (if negative, enter -0-) 10,468,441
c Adjusted net income (if negative, enter -0-)... 5,299,718
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 88,064 286,879 286,879
2 Savings and temporary cash investments......... 38,171,906 9,388,371 9,388,371
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.............. 27,864 88,019 88,019
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 126,271,779 Click to see attachment161,709,706 161,709,706
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).......... 61,780,570 Click to see attachment79,138,979 79,138,979
14 Land, buildings, and equipment: basis bullet88,218,382
Less: accumulated depreciation (attach schedule) bullet10,791,534 73,618,909 Click to see attachment77,426,848 77,426,848
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 299,959,092 328,038,802 328,038,802
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)...... 38,059,690 44,681,462
22 Other liabilities (describe bullet) Click to see attachment597,041 Click to see attachment298,768
23 Total liabilities (add lines 17 through 22)......... 38,656,731 44,980,230
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........... 261,302,361 283,058,572
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)..... 261,302,361 283,058,572
30 Total liabilities and net assets/fund balances (see instructions). 299,959,092 328,038,802
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
261,302,361
2
Enter amount from Part I, line 27a .....................
2
2,727,344
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
20,241,925
4
Add lines 1, 2, and 3 ..........................
4
284,271,630
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,213,058
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
283,058,572
Form 990-PF (2021)
Form 990-PF (2021)
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 HARVEST MLP INCOME FUND LP P    
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d GQG PARTNERS K-1 P    
e GQG PARTNERS K-1 P    
POLUNIN DEVELOPING K-1 P    
POLUNIN DEVELOPING K-1 P    
SOMERSET EMERGING MARKETS K-1 P    
SOMERSET EMERGING MARKETS K-1 P    
GOLDENTREE SELECT PARTNERS K-1 P    
GOLDENTREE SELECT PARTNERS 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    
CEREBRUS PARTNERS II LP K-1 P    
CEREBRUS PARTNERS II LP K-1 P    
DISPOSAL OF ASSETS 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       0
b 7,912,952   6,770,524 1,142,428
c 9,898,908   4,977,916 4,920,992
d     163,563 -163,563
e 680,872     680,872
137,166     137,166
364,097     364,097
100,015     100,015
305,121     305,121
648,584     648,584
237,823     237,823
5,499     5,499
34,035     34,035
117,137     117,137
    5,194 -5,194
2,021     2,021
348     348
45,544   115,777 -70,233
576,473   576,473 0
1,025,697   1,025,697 0
      27,697
      -27,697
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       0
b       1,142,428
c       4,920,992
d       -163,563
e       680,872
      137,166
      364,097
      100,015
      305,121
      648,584
      237,823
      5,499
      34,035
      117,137
      -5,194
      2,021
      348
      -70,233
      0
      0
      27,697
      -27,697
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 8,457,148
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 1,989,287
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 145,511
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- ..... 5 145,511
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 153,518
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 85,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 238,518
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 93,007
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet93,007 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI, CA, NY
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletMARK HEPPNER Telephone no.bullet (313) 453-2046

    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		263,459 29,489 47,703
    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
    SHANNON SCHOKORA VP FINANCE & ADMINIS
    40.00     		102,475 9,076 3,765
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    KARL KOTO DIRECTOR OF LANDSCAP
    40.00     		103,074 5,923 3,496
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    AMANDA RUTLAND DIRECTOR OF VISITOR
    40.00     		84,910 12,017 9,198
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    CLARE PFEIFFER DIRECTOR OF COMM & E
    40.00     		86,379 5,255 3,563
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    SHATONA HOLCOMB DIRECTOR OF TALENT &
    40.00     		83,356 7,924 3,758
    1100 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236
    Total number of other employees paid over $50,000...................bullet 13
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    SPORTVIEW TELEVISION CORP ADVERTISING 277,309
    7699 LOCHLIN DRIVE
    BRIGHTON,MI48116
    SMITHGROUP ARCHITECT 218,788
    500 GRISWOLD
    DETROIT,MI48226
    XFER COMMUNICATIONS INFORMATION TECHNOLOGY 205,727
    31478 INDUSTRIAL ROAD
    LIVONIA,MI48150
    CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGEMENT 200,000
    PO BOX 412015
    BOSTON,MA02241
    ALBERT KAHN ASSOCIATES INC ARCHITECT 138,750
    3011 W GRAND BLVD STE 1800
    DETROIT,MI48202
    Total number of others receiving over $50,000 for professional services.............bullet3
    Part VIII-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. 19,876 ONSITE VISITORS AND 9,077 VIRTUAL VISITORS). ACQUISITION OF ASSETS USED IN THE CARE AND RESTORATION OF THE ESTATE/COLLECTION. 5,076,268
    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 9,449 VISITORS. 3,800,476
    3 SPECIAL FUNCTIONS AT THE ESTATE TO BENEFIT NON PROFIT ORGANIZATIONS, THE COMMUNITY AND OTHER SPECIAL GROUPS. APPROXIMATELY 2,875 VISITORS. 2,549,049
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    241,401,769
    b
    Average of monthly cash balances.......................
    1b
    50,684
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    241,452,453
    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
    241,452,453
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,621,787
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    237,830,666
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    11,891,533
    Part X
    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 IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    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 XII, line 1 ...
    7
     
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, 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 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
    5,299,718 3,871,757 3,796,210 3,327,022 16,294,707
    b 85% (0.85) of line 2a ......... 4,504,760 3,290,993 3,226,779 2,827,969 13,850,501
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		11,728,769 21,735,503 29,310,220 13,091,733 75,866,225
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		36,781 8,138 45,305 46,840 137,064
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		11,691,988 21,727,365 29,264,915 13,044,893 75,729,161
    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 IX, line 6 for each year listed ..     		7,927,689 5,850,258 5,706,832 5,866,545 25,351,324
    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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ASCENSION ST JOHN FOUNDATION
    19251 MACK AVENUE SUITE 102
    DETROIT,MI48236     		  PC DONATION 500
    BOY SCOUTS TROOP 34
    748 ROSLYN ROAD
    GROSSE POINTE WOODS,MI48236     		  PC DONATION 500
    CITY OF GROSSE POINTE WOODS
    20025 MACK PLAZA DRIVE
    GROSSE POINTE WOODS,MI48236     		  GOV DONATION 2,500
    CITY OF ST CLAIR SHORES
    27600 JEFFERSON AVENUE
    ST CLAIR SHORES,MI48081     		  GOV CONTRIBUTION 5,000
    COLLEGE OF CREATIVE STUDIES
    201 E KIRBY STREET
    DETROIT,MI48202     		  PC SPONSORSHIP 2,500
    GROSSE POINTE CHAMBER OF COMMERCE
    106 KERCHEVAL AVENUE
    GROSSE POINTE FARMS,MI48236     		  PC SPONSORSHIP 3,000
    GROSSE POINTE CHAMBER OF COMMERCE
    106 KERCHEVAL AVENUE
    GROSSE POINTE FARMS,MI48236     		  PC DONATION 2,119
    GROSSE POINTE FOUNDATION FOR PUBLIC EDUCATION
    20601 MORNINGSIDE DRIVE
    GROSSE POINTE WOODS,MI48236     		  PC SPONSORSHIP 250
    GROSSE POINTE LIONS CLUB
    PO BOX 36160
    GROSSE POINTE FARMS,MI48236     		  PC DONATION 500
    GROSSE POINTE SUNRISE ROTARY CLUB
    PO BOX 36964
    GROSSE POINTE FARMS,MI48236     		  PC SPONSORSHIP 425
    JUNIOR LEAGUE OF DETROIT
    32 LAKE SHORE ROAD
    GROSSE POINTE FARMS,MI48236     		  PC DONATION 144
    LIBRARY OF AMERICAN LANDSCAPE HISTORY (LALH)
    150 FEARING STREET 25
    AMHERST,MA01002     		  PC DONATION 250
    LIFE REMODELED
    2470 COLLINGWOOD STREET
    DETROIT,MI48206     		  PC DONATION 1,000
    LINCOLN MOTOR CAR FOUNDATION
    6865 HICKORY ROAD
    HICKORY CORNERS,MI49060     		  PC DONATION 100
    MOTORCITIES NATIONAL HERITAGE
    200 RENAISSANCE CTR STE 3148
    DETROIT,MI48243     		  PC DONATION 1,188
    PARCELLS MIDDLE SCHOOL BAND PROGRAM
    20600 MACK AVENUE
    GROSSE POINTE WOODS,MI48236     		  GOV DONATION 200
    SAMARITAS
    8131 E JEFFERSON AVENUE
    DETROIT,MI48214     		  PC DONATION 819
    UNITED WAY OF SE MICHIGAN
    3011 W GRAND BLVD 500
    DETROIT,MI48202     		  PC DONATION 10
    UNIVERSITY LIGGETT SCHOOL
    1045 COOK ROAD
    GROSSE POINTE WOODS,MI48236     		  PC SPONSORSHIP 250
    VILLAGE OF GROSSE POINTE SHORES
    795 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236     		  GOV CONTRIBUTION 15,000
    VISTA MARIA
    20651 W WARREN STREET
    DEARBORN HEIGHTS,MI48127     		  PC DONATION 250
    WE GP
    63 CLOVERLY ROAD
    GROSSE POINTE FARMS,MI48236     		  PC DONATION 276
    Total .................................bullet 3a 36,781
    bApproved for future payment
    HISTORICAL SOCIETY OF MICHIGAN
    7435 WESTSHIRE DRIVE
    LANSING,MI48917     		  PC SPONSORSHIP 2,500
    MICHIGAN GREEN INDUSTRY ASSOCIATION (MGIA)
    30600 TELEGRAPH ROAD 3360
    BINGHAM FARMS,MI48025     		  PC SPONSORSHIP 200
    Total .................................bullet 3b 2,700
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900001 27,697 18 5,947,167 1,602,170
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         -632,711
    11 Other revenue:
    aFROM GOLDENTREE SELECT PARTNERS K-1     		  33,836      
    bFROM ELLIOT ASSOCIATES LP K-1   -357      
    cFROM MGG SF EVERGREEN FUND LP K-1   71,745      
    dFROM CERBERUS PARTNERS II LP K-1   -195      
    eUBI FROM 2021 K-1 INVESTMENTS     14 -105,029  
    12 Subtotal. Add columns (b), (d), and (e) .. 132,726 8,848,122 3,230,866
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,211,714
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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
    WILSON GRANT
     
    300 NORTH WASHINGTON SQUARE
     
    LANSING, MI48913

    		$ 10,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    GREAT LAKES COMMISSION
     
    1300 VICTORS WAY STE 1350
     
    ANN ARBOR, MI48108

    		$ 130,554


    (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.)
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 65,581 6,558 0 59,023

    TY 2021 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 80,058,729 80,058,729
    MFO VANGUARD BD INDEX FDS TOTAL BD MKT PORTFOLIO INSTL SHS 18,813,620 18,813,620
    MFO DODGE & COX INC FD 13,594,394 13,594,394
    FORD MTR CO DEL COM PAR 7,830,705 7,830,705
    MFO ARTISAN FDS INC INTL VALUE FD INSTL SHS 10,354,101 10,354,101
    MFO HARDING LOEVNER FDS INC INTL EQUITY PORTFOLIO 9,008,170 9,008,170
    MFO VANGUARD DEVELOPED MARKETS INDEX 14,201,003 14,201,003
    PHILIP MORRIS INTL COM STK NPV 508,874 508,874
    MASTERCARD INC CL A 772,538 772,538
    MARTIN MARIETTA MATLS INC COM 332,593 332,593
    JPMORGAN CHASE & CO COM 317,017 317,017
    COMCAST CORP NEW-CL A 193,771 193,771
    CABLE ONE INC COM 121,678 121,678
    BROWN-FORMAN INC CL B NON-VTG COM 170,711 170,711
    BROWN FORMAN CORP CL A 38,979 38,979
    BERKSHIRE HATHAWAY INC-CL B 1,228,890 1,228,890
    ALPHABET INC CAP STK USD0.001 CL C 787,056 787,056
    ADR UNILEVER PLC SPONSORED ADR NEW 366,310 366,310
    ADR NESTLE S A SPONSORED ADR REPSTG REG 964,342 964,342
    RICHEMONT(CIE FIN) CHF1 (REGD) 582,430 582,430
    HEINEKEN HOLDING EUR1.6 A 531,555 531,555
    PERNOD RICARD NPV EUR 1.55 602,738 602,738
    ADR ALIBABA GRP HLDG LTD SPON ADS E 174,978 174,978
    ASHTEAD GROUP ORD GBPO.10 154,524 154,524

    TY 2021 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
    153,475 SHS - POLUNIN DEVELOPING FMV 3,642,685 3,642,685
    1 SHARE SOMERSET EMERGING MARKETS SMALL CAP FUND LLC FMV 3,997,142 3,997,142
    1 SHS - GQG PARTNERS EMERGING MARKETS EQUITY FUND FMV 5,283,486 5,283,486
    2,619 SHS - KABOUTER INTERNATIONAL OPPORTUNITIES OFFSORE FUND II LTD FMV 3,569,167 3,569,167
    1 SHARE - HARVEST MLP INCOME FUND LLC FMV 4,693,609 4,693,609
    9,761 SHS - THE WEATHERLOW OFFSHORE FUND I FMV 19,437,824 19,437,824
    1 SHARE - DOUBLELINE OPPORTUNISTIC INCOME FUND LTD FMV 12,353,818 12,353,818
    1 SHARE - GOLDEN TREE ASSET MANAGEMENT LP FMV 9,579,796 9,579,796
    1 SHARE - ELLIOT ASSOCIATION LP FMV 221,551 221,551
    1 SHARE - MGG SF EVERGREEN FUND LP FMV 2,767,968 2,767,968
    1 SHARE - CEREBUS PARTNERS II LP FMV 235,779 235,779
    50,000 SHS - THE CHILDREN'S INVESTMENT FUND FMV 6,118,500 6,118,500
    3,500 SHS - GAOLING FEEDER LTD FMV 2,721,285 2,721,285
    1 SHARE - D1 CAPITAL PARTNERS OFFSHORE LP FMV 4,491,713 4,491,713
    COMPAGNIE FINANCIERE RICHEMONT SA AT COST 12,207 12,207
    RECOVERABLE TAXES AT COST 12,449 12,449

    TY 2021 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 1,492,059 0 1,492,059 1,492,059
    MAIN HOUSE RESTORATION 5,828,802 2,898,731 2,930,071 2,930,071
    REAL ESTATE IMPROVEMENTS 4,843,618 1,603,317 3,240,301 3,240,301
    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 2,105,674 1,235,198 870,476 870,476
    ORIGINAL HOUSE FURNISHINGS 1,935,010 0 1,935,010 1,935,010
    POOL AND POWERHOUSE RENOVATION 1,541,363 940,079 601,284 601,284
    LANDSCAPE IMPROVEMENTS 867,883 467,014 400,869 400,869
    EQUIPMENT 874,828 625,347 249,481 249,481
    WARREN COLLECTION BUILDING 825,574 119,437 706,137 706,137
    HOUSE FURNISHING ADDITIONS 466,574 385,828 80,746 80,746
    ART REPRODUCTIONS 443,991 121,623 322,368 322,368
    VEHICLES 410,728 407,501 3,227 3,227
    PLANNING AND DEVELOPMENT COSTS 257,342 160,079 97,263 97,263
    ACTIVITIES BUILDING FURNISHINGS AND EQUIPMENT 265,126 265,126 0  
    OFFICE EQUIPMENT & FURNITURE 446,599 292,108 154,491 154,491
    FORD HOUSE VIDEO TAPE & GUEST AMENITIES 262,581 112,341 150,240 150,240
    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 75,412 20,823 20,823
    GATELODGE IMPROVEMENTS 54,680 18,321 36,359 36,359
    NORTH DEVELOPMENT ZONE 8,490 2,972 5,518 5,518
    NON-DEPRECIABLE PERSONAL PROPERTY 16,000 0 16,000 16,000
    SOUTH COTTAGE DISPLAY 13,200 13,200 0  
    NEW BUILDINGS 56,196,442 1,047,900 55,148,542 55,148,542


    TY 2021 LegalFeesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 22,426 1,121 0 21,304


    TY 2021 OtherDecreasesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Amount
    CUMULATIVE BALANCE SHEET ACCRUAL TO CASH ADJUSTMENT 751,815
    ACCRUAL TO CASH ADJUSTMENT 461,243


    TY 2021 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 103,559 0 0 103,559
    OFFICE EXPENSE 145,190 0 0 145,190
    INSURANCE 177,671 0 0 177,671
    FUNCTIONS, TOURS, AND EXHIBITS 205,130 0 205,130 0
    EMPLOYMENT COSTS 47,676 0 0 47,676
    CARE OF COLLECTION 551,701 0 0 551,701
    SECURITY & PUBLIC SAFETY 115,468 0 0 115,468
    TELEPHONE 37,792 0 0 37,792
    MEMBERSHIPS 15,396 0 0 15,396
    MARKETING & COMMUNICATIONS 141,563 0 0 141,563
    WEBSITE MAINTENANCE 12,174 0 0 12,174
    DONOR & MEMBER CULTIVATION 17,168 0 0 17,168
    CREDIT CARD & BANK FEES 37,665 0 0 37,665
    INFORMATION TECHNOLOGY 73,209 0 0 73,209
    RENTALS 443,397 0 0 443,397


    TY 2021 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 9,198 9,198 9,198
    FROM 2021 K-1 INVESTMENT 0 -3,268 0
    HOUSE ACTIVITIES 2,261,407   2,261,407
    FROM GOLDENTREE SELECT PARTNERS K-1 33,836   33,836
    FROM ELLIOT ASSOCIATES LP K-1 -357   -357
    FROM MGG SF EVERGREEN FUND LP K-1 71,745   71,745
    FROM CERBERUS PARTNERS II LP K-1 -195   -195
    UBI FROM 2021 K-1 INVESTMENTS -105,029 -105,029 -105,029


    TY 2021 OtherIncreasesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 20,241,925


    TY 2021 OtherLiabilitiesSchedule
    Name:
    EDSEL AND ELEANOR FORD HOUSE
    EIN:
    38-2218274
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 174,932 298,768
    FEDERAL EXCISE TAX PAYABLE 422,109 0


    TY 2021 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 1,026,563 1,016,644 1,016,644 9,919


    TY 2021 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 301,450 72,145 0 0