Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
BENSON & EDITH FORD FUND
 
% CHRISTINE JAGGI
Number and street (or P.O. box number if mail is not delivered to street address)1901 ST ANTOINE ST 6TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI48226
A Employer identification number

38-6066333
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$21,294,377J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 66,947 66,947  
4 Dividends and interest from securities... 118,566 118,566  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,864,235
b Gross sales price for all assets on line 6a 19,193,102
7 Capital gain net income (from Part IV, line 2)... 3,863,905
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
148,011 141,804  
12 Total. Add lines 1 through 11........ 4,197,759 4,191,222  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,000 23,750 0 25,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,746 54,746    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
58,110      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
666     40
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 163,522 78,496 0 25,040
25 Contributions, gifts, grants paid....... 1,449,089 1,449,089
26 Total expenses and disbursements. Add lines 24 and 25 1,612,611 78,496 0 1,474,129
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,585,148
b Net investment income (if negative, enter -0-) 4,112,726
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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.............   165,760 165,760
2 Savings and temporary cash investments......... 2,137,577 5,098,188 5,098,188
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,674,253 Click to see attachment
List of Attached Documents:
// Content
3,824,062 		6,533,598
c Investments—corporate bonds (attach schedule)....... 1,674,695 Click to see attachment
List of Attached Documents:
// Content
1,876,197 		1,757,141
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,966,744 Click to see attachment
List of Attached Documents:
// Content
6,080,580 		7,734,816
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,764 		Click to see attachment
List of Attached Documents:
// Content
4,874 		Click to see attachment
List of Attached Documents:
// Content
4,874
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,456,033 17,049,661 21,294,377
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,280 		Click to see attachment
List of Attached Documents:
// Content
19,980
23 Total liabilities (add lines 17 through 22)......... 6,280 19,980
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 49,151,574 53,010,589
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -34,701,821 -35,980,908
29 Total net assets or fund balances (see instructions)..... 14,449,753 17,029,681
30 Total liabilities and net assets/fund balances (see instructions). 14,456,033 17,049,661
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
14,449,753
2
Enter amount from Part I, line 27a .....................
2
2,585,148
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,034,901
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,220
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,029,681
Form 990-PF (2022)
Form 990-PF (2022)
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     2022-12-31
b BLUESTEIN PACIFIC FUND P   2022-12-31
c BRUSH ST STRATEGIC CREDIT FUND II P   2022-12-31
d CAPITAL GAIN DIVIDENDS P    
e CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS 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 19,127,392   15,329,197 3,798,195
b 59,178     59,178
c 6,499     6,499
d       33
e       33
      33
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       3,798,195
b       59,178
c       6,499
d        
e        
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,863,905
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  
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 57,167
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  
3 Add lines 1 and 2........................... 3 57,167
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 57,167
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 37,813
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 112,813
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 626
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 55,020
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow55,020 Refundedright arrow 11  
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? Click to see list of attachments
List of Attached Documents:
// Content
....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see list of attachments
List of Attached Documents:
// Content
....
3
Yes
 
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.Click to see list of attachments
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMI
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowCHRISTINE JAGGI Telephone no.right arrow (313) 961-0500

Located atright arrow2000 BRUSH STREET STE 440DETROITMI ZIP+4right arrow482262251
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 PRESIDENT/DIRECTOR
0.25 		0 0 0
2000 BRUSH STREET SUITE 440
DETROIT,MI48226
BENSON FORD JR VICE-PRESIDENT/DIRECTOR
0.25 		0 0 0
2000 BRUSH STREET SUITE 440
DETROIT,MI48226
DAVID P LARSEN SECRETARY
0.25 		0 0 0
2000 BRUSH STREET SUITE 440
DETROIT,MI48226
DAVID M HEMPSTEAD DIRECTOR
0.25 		0 0 0
1901 ST ANTOINE ST 6TH FLOOR
DETROIT,MI48226
DANIEL FAETT TREASURER
0.25 		0 0 0
2000 BRUSH STREET SUITE 440
DETROIT,MI48226
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
THE NORTHERN TRUST COMPANY INVESTMENT MGT 54,746
PO BOX 803878
CHICAGO,IL60680
Total number of others receiving over $50,000 for professional services.............right arrow  
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  
2  
3  
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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
12,432,915
b
Average of monthly cash balances.......................
1b
2,286,830
c
Fair market value of all other assets (see instructions)................
1c
7,775,950
d
Total (add lines 1a, b, and c).........................
1d
22,495,695
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
22,495,695
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
337,435
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,158,260
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,107,913
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
1,107,913
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
57,167
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
693
c
Add lines 2a and 2b............................
2c
57,860
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,050,053
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,050,053
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
1,050,053
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
1,474,129
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,474,129
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,050,053
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 1,956,702
b From 2018...... 1,556,407
c From 2019...... 1,122,364
d From 2020...... 23,138
e From 2021...... 427,430
f Total of lines 3a through e ........ 5,086,041
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,474,129
a Applied to 2021, but not more than line 2a 0
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 2022 distributable amount..... 1,050,053
e Remaining amount distributed out of corpus 424,076
5 Excess distributions carryover applied to 2022.    
(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 5,510,117
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		1,956,702
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		3,553,415
10 Analysis of line 9:
a Excess from 2018.... 1,556,407
b Excess from 2019.... 1,122,364
c Excess from 2020.... 23,138
d Excess from 2021.... 427,430
e Excess from 2022.... 424,076
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part 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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAVID P LARSEN
1901 ST ANTOINE STREET 6TH FLOOR
DETROIT,MI48226
(313) 259-7777
bThe form in which applications should be submitted and information and materials they should include:
BRIEF LETTER, FINANCIAL STATEMENT, COPY OF IRS LETTER DETERMINING TAX STATUS (UNLESS ALREADY LISTED IN CUMULATIVE LIST).
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE GENERALLY LIMITED TO CHARITABLE ORGANIZATIONS ALREADY FAVORABLY KNOWN TO, AND OF INTEREST TO, THE SUBSTANTIAL CONTRIBUTORS OF THIS FOUNDATION. NO GRANTS TO INDIVIDUALS.
Form 990-PF (2022)
Form 990-PF (2022)
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

ALZHEIMER'S ASSOCIATION

25200 TELEGRAPH SUITE 100
SOUTHFIELD,MI48033 		NO INDIVIDUALS PC Chocolate Jubilee Donation 25,000

BAPTIST HEALTH SOUTH FLORIDA

91500 Overseas Highway
Tavernier,FL33070 		NO INDIVIDUALS PC MARINERS HOSPITAL WELLNESS CENTER 15,000

BOY SCOUTS OF AMERICA

1776 WEST WARREN AVENUE
DETROIT,MI48208 		NO INDIVIDUALS PC GREAT LAKES FIELD SERVICE COUNCIL 5,000

CAPUCHIN SOUP KITCHEN

1820 MT ELLIOTT STREET
DETROIT,MI482073485 		NO INDIVIDUALS PC PROGRAM SERVICES 15,000

CHRIST CHURCH GROSSE POINTE

61 GROSSE POINTE BLVD
GROSSE POINTE FARMS,MI48236 		NO INDIVIDUALS PC PROGRAM SERVICES 3,000

COLLEGE FOR CREATIVE STUDIES

201 EAST KIRBY
DETROIT,MI48202 		No Individuals PC BENSON AND EDITH FORD FUND SCHOLARSHIP 700,000

COLLEGE FOR CREATIVE STUDIES

201 E KIRBY
DETROIT,MI48202 		NONE PC PROGRAM SERVICES 4,089

DETROIT ARTISTS MARKET

3711 WOODWARD AVENUE
DETROIT,MI48201 		NONE PC DAM ANNUAL FUND 3,000

DETROIT INSTITUTE OF ARTS

5200 WOODWARD AVENUE
DETROIT,MI48202 		NONE PC PROGRAM SERVICES 100,000

DETROIT PUBLIC TV

1 CLOVER COURT
WIXOM,MI48393 		NONE PC SMITH LEADERSHIP CIRCLE 10,000

DETROIT HISTORICAL SOCIETY

5401 WOODWARD
DETROIT,MI48202 		NONE PC program services 2,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		NONE PC PROGRAM SERVICES 5,000

FAIR LANE

1 FAIR LANE DR
DEARBORN,IL48128 		NONE PC PROGRAM SERVICES 25,000

GIRL SCOUTS

1333 brewery park blvd
detroit,MI48207 		NONE PC PROGRAM SERVICES 5,000

GLEANERS COMMUNITY FOOD BANK

2131 BEAUFAIT
DETROIT,MI48207 		NONE PC PROGRAM SERVICES 15,000

DETROIT GOODFELLOWS

PO BOX 44444
DETROIT,MI48244 		NONE PC PROGRAM SERVICES 2,000

Grosse Pointe Historical Society

376 KERCHEVAL AVE
GROSSE POINTE FARMS,MI48236 		NONE PC CAPITAL CAMPAIGN 3,000

THE GREENING OF DETROIT

1300 W MCNICHOLS
DETROIT,MI48235 		NONE PC PROGRAM SERVICES 3,000

HENRY FORD HEALTH SYSTEM

1 ford place
SUITE 5A
DETROIT,MI48202 		NONE PC PHOTOMEDICINE & PHOTOBIOLOGY UNIT 30,000

HENRY FORD HEALTH SYSTEM

1 FORD PLACE
SUITE 5A
DETROIT,MI48202 		NONE PC MULTIPLE SCLEROSIS PROGRAM 20,000

HENRY FORD HEALTH SYSTEM

1 FORD PLACE
SUITE 5A
DETROIT,MI48202 		NONE PC INTERSTITIAL LUNG DISEASE PROGRAM 25,000

HENRY FORD HEALTH SYSTEM

1 FORD PLACE
SUITE 5A
DETROIT,MI48202 		NONE PC GENERAL FUND 25,000

INTERLOCHEN CENTER OF ARTS

PO BOX 199
INTERLOCHEN,MI49643 		NONE PC PROGRAM SERVICES 8,000

MARINERS INN

445 LEDYARD STREET
DETROIT,MI48201 		NONE PC GENERAL FUND 2,500

MICHIGAN HUMANE

30300 TELEGRAPH RD
SUITE 220
BINGHAM FARMS,MI48025 		NONE PC PROGRAM SERVICES 15,000

PEWABIC SOCIETY INC

10125 E JEFFERSON AVE
DETROIT,MI48214 		NONE PC NATIONAL HISTORIC LANDMARK POTTERY 4,000

RACING FOR KIDS

131 KERCHEVAL AVENUE
SUITE 100
GROSS POINTE FARMS,MI48236 		NONE PC PROGRAM SERVICES 10,000

ST JUDE'S CHILDREN'S HOSPITAL

32121 WOODWARD AVENUE
SUITE 300
ROYAL OAK,MI48073 		NONE PC PROGRAM SERVICES 10,000

TACOMA BOAT BUILDERS

1120 EAST D ST
TACOMA,WA98421 		NONE PC PROGRAM SERVICES 30,000

TEEN STREET SKILLS

1551 ROSA PARKS BLVD
SUITE B
DETROIT,MI48216 		NONE PC PROGRAM SERVICES 300,000

THE CHILDREN'S CENTER

79 ALEXANDRINE WEST
DETROIT,MI48201 		NONE PC PROGRAM SERVICES 2,500

HENRY FORD HEALTH SYSTEM

1 FORD PLACE
DETROIT,MI48202 		NONE PC DEPARTMENT OF PSYCHIATRY & BEHAVIORAL HEALTH FOR SUICIDE PREVENTION 25,000

UNITED NEGRO COLLEGE FUND

18701 GRAND RIVER
DETROIT,MI48223 		NONE PC PROGRAM SERVICES 2,000
Total .................................right arrow 3a 1,449,089
bApproved for future payment

Detroit Institute of Arts
5200 WOODWARD AVENUE
Detroit,MI48202 		NONE PC Program Services 0

College for Creative Studies
201 EAST KIRBY
detroit,MI48202 		NONE PC Program services 0

Henry Ford Health - Department of Dermatology
1 ford place
Suite 5A
Detroit,MI48202 		none PC Program services 0
Total ................................. right arrow 3b 3,250,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 66,947  
4 Dividends and interest from securities ....     14 118,566  
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 ..... 901101 5,846 14 142,165  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 329 18 3,863,906  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 6,175 4,191,584  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,197,759
(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.)
N/A NOT APPLICABLE
Form 990-PF (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 50,000 23,750   25,000

TY 2022 AllOthProgRltdInvestmentsSch
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Category Amount
NONE  

TY 2022 ContractorCompensationExpln
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Contractor Explanation
THE NORTHERN TRUST COMPANY PROVIDE INVESTMENT MANAGEMENT SERVICES

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 DepreciationSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2022 GeneralExplanationAttachment
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Identifier Return Reference Explanation
PART VI-B, QUESTION 1A(3) - SERVICES ACCEPTED FROM A DISQUALIFIED PERSON PART VI-B, QUESTION 1A(3) - SERVICES ACCEPTED FROM A DISQUALIFIED PERSON EXPLANATION: FORD ESTATES, LLC (2000 BRUSH ST., SUITE 440, DETROIT, MICHIGAN 48226-2251), IS A BUSINESS OFFICE MAINTAINED FOR, AND AT THE EXPENSE OF, VARIOUS MEMBERS OF THE FORD FAMILY WHO, WITH RESPECT TO THIS FUND, ARE "DISQUALIFIED PERSONS", INCLUDING PARTICULARLY THE FOLLOWING: LYNN F. ALANDT AND BENSON FORD, JR. FORD ESTATES, LLC SUPPLIES ACCOUNTING SERVICES AND OFFICE SERVICES (COLLECTING INCOME, DISTRIBUTION OF CONTRIBUTIONS, MAINTENANCE OF ACCOUNTS AND RECORDS, HANDLING CORRESPONDENCE, PREPARATION OF TAX RETURNS AND ANNUAL REPORTS, AND SIMILIAR MATTERS PERTAINING TO THE OFFICE OF TREASURER). SUCH SERVICES ARE PERFORMED BY MICHAEL MONTGOMERY (TREASURER) AND BY OTHERS IN FORD ESTATES, LLC UNDER THEIR SUPERVISION. NO COMPENSATION IS PAID BY BENSON & EDITH FORD FUND DIRECTLY TO MICHAEL MONTGOMERY AS COMPENSATION FOR HIS SERVICES IN ANY OF THE CAPACITIES LISTED ABOVE OR OTHERWISE. IN 2022, BENSON & EDITH FORD FUND PAID FOR ESTATES, LLC $50,000 FOR FEES (AND EXPENSES) FOR ALL THE SERVICES REFERRED TO IN THIS PARAGRAPH.

TY 2022 InvestmentsCorpBondsSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM INC 5.2% 12-25 111,905 101,743
AMGEN INC 1.9% 02-25 102,795 93,880
APPLE INC 3% 06-27 51,530 47,162
ASTRAZENECA PLC 3.5% 08-23 151,099 148,718
BERKSHIRE HATHAWAY 2.3% 03-27 47,915 46,204
CATERPILLAR FINL 0.8% 11-25 49,601 44,890
CATERPILLAR FINL 2.85% 05-24 153,876 145,878
DEERE JOHN CAP 0.7% 01-26 147,695 133,630
AMAZON COM INC 0.8% 06-25 100,237 91,384
CATERPILLAR 0 0
DEERE JOHN CAPCO 0 0
DISNEY WALT 1.75% 08-24 102,183 95,381
GENERAL MLS 3.65% 02-24 153,387 147,408
HOME DEPOT INC 3.35% 9-25 50,328 48,518
HONEYWELL INTL 2.3% 09-27 48,000 48,094
INTL BUSINESS MACHS 2.5% 0 0
JOHNSON & JOHNSON 0.95% 09-27 46,743 43,128
KROGER CO 2.65% 10-26 105,332 91,893
MASTERCARD 3.3% 03-27 49,820 47,700
MEDTRONIC INC 3.5% 0 0
ORACLE CORP 2.95% 11-24 103,675 96,361
SHELL INTL 2.857% 05-2026 49,156 47,166
UNION PAC CORP 3.15% 03-24 153,905 146,978
WASTE MGMT INC 0.75% 11-25 45,988 44,746
3M CO FIXED 2.875% 10-27 51,027 46,279

TY 2022 InvestmentsCorpStockSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Name of Stock End of Year Book Value End of Year Fair Market Value
FORD MTR CO DEL COM 49 7,908
ANALOG DEVICES INC 92,462 98,418
ABBOTT LABS COM 0 0
BOOZ ALLEN HAMILTON HLDG CORP 145,249 156,780
D R HORTON INC 58,816 71,312
ALPHABET INC CAP STK 70,035 443,650
AMAZON COM INC COM 75,511 378,000
APPLE INC COM 2,434 454,755
ADP INC 75,799 83,601
CATERPILLAR 80,690 359,340
CHENIERE ENERGY INC 228,521 262,430
CHEVRON 208,618 403,852
CHUBB 152,271 253,690
COCA COLA 0 0
COSTCO WHOLESALE 34,911 342,375
DEERE & CO 195,876 343,008
DEXCOM 0 0
EATON CORP 63,062 70,627
EDWARDS LIFESCIENCES 0 0
ENPHASE ENERGY 0 0
ESTEE LAUDER 0 0
GENERAC HLDGS 0 0
GOLDMAN SACHS 0 0
HOME DEPOT 0 0
HONEYWELL INTL INC 92,491 150,010
JACOBS SOLUTIONS INC 112,852 120,070
LOCKHEED 0 0
META 0 0
MICROSOFT CORP 105,877 239,820
NETFLIX 0 0
NEXTERA ENERGY 0 0
NIKE INC 47,359 58,505
NVIDIA CORP 63,595 94,991
PALO ALTO 0 0
PROCTER & GAMBLE 153,192 189,450
SPOTIFY 0 0
STRYKER CORP 119,889 183,368
SYNCHRONY FINL 0 0
THERMO FISHER CORP 247,945 330,414
TRNAE TECHNOLOGIES 0 0
UNION PAC 0 0
UNITED PARCEL SERV 0 0
VISA INC 0 0
XYLEM 0 0
ZOETIS INC 71,594 73,275
LIVE NATION ENTERTAINMENT INC 89,534 69,740
MCDONALDS CORP 38,165 39,530
MOSAIC CO 43,418 39,483
PROLOGIS INC 121,692 112,730
QUANTA SVCS INC 106,808 106,875
SOLAREDGE TECHNOLOGIES INC 28,104 28,327
TARGET CORP 52,876 52,164
ULTA BEAUTY INC 119,879 140,721
BLACKSTONE 45,909 37,095
DIAGEO PLC 56,182 53,457
AMERICAN EXPRESS CO 75,139 73,875
CVS HEALTH CORP 118,748 111,828
ELI LILLY & CO 219,684 256,088
EXXON MOBIL CORP 97,781 110,300
FREEPORT MCMORAN INC 52,922 66,500
LINDE PLC 58,123 65,236

TY 2022 InvestmentsOtherSchedule2
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BRUSH STREET STRATEGIC CREDIT AT COST 1,128,340 1,128,394
HARVEST MLP INCOME FUND LLC AT COST 400,000 530,064
PACIFIC FUND I, LP AT COST 4,552,240 6,076,358

TY 2022 OtherAssetsSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UBI TAX RECEIVABLE 1,293 3,653 3,653
NY UBIT TAX RECEIVABLE 1,471 1,221 1,221


TY 2022 OtherDecreasesSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Description Amount
EQUITY ADJUSTMENTS 5,220


TY 2022 OtherExpensesSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MICHIGAN ANNUAL REPORT 40     40
UNDERPAYMENT PENALTIES 626      


TY 2022 OtherIncomeSchedule2
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 147,830 141,623  
OTHER INCOME 181 181  


TY 2022 OtherLiabilitiesSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX ACCRUED 6,280 19,980


TY 2022 OtherProfessionalFeesSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES - NORTHERN 753 183 183    
INVESTMENT FEES - NORTHERN 754 48,956 48,956    
INVESTMENT FEES - NORTHERN 755 5,607 5,607    


TY 2022 TaxesSchedule
Name:
BENSON & EDITH FORD FUND
EIN:
38-6066333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 57,167      
INCOME TAXES PAID 693      
NY INCOME TAX 250