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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
EDSEL & 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 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$299,373,072J 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) 34,512
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,632,073 2,631,145 1,632,073
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,328,697
b Gross sales price for all assets on line 6a 13,237,796
7 Capital gain net income (from Part IV, line 2)... 4,327,737
8 Net short-term capital gain......... 114,485
9 Income modifications...........  
10a Gross sales less returns and allowances 1,376,755
b Less: Cost of goods sold.... 1,717,122
c Gross profit or (loss) (attach schedule)..... -340,367 -340,367
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,132,958 113,246 2,132,958
12 Total. Add lines 1 through 11........ 5,787,873 7,072,128 3,539,149
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 267,917 26,792 0 241,125
14 Other employee salaries and wages...... 3,594,393 359,439 359,439 3,234,954
15 Pension plans, employee benefits....... 1,244,805 10,118 0 1,244,805
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
18,109 905 0 18,109
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
116,730 2,460 0 114,270
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
805,515 779,190 779,190 26,325
17 Interest............... 1,819,408 0 0 1,819,408
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
834,987 21,945 0 0
19 Depreciation (attach schedule) and depletion... 2,730,444 0 0
20 Occupancy.............. 425,962 0 0 425,962
21 Travel, conferences, and meetings....... 41,596 0 0 41,596
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,066,464 0 169,557 3,896,907
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,966,330 1,200,849 1,308,186 11,063,461
25 Contributions, gifts, grants paid....... 47,457 47,457
26 Total expenses and disbursements. Add lines 24 and 25 16,013,787 1,200,849 1,308,186 11,110,918
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,225,914
b Net investment income (if negative, enter -0-) 5,871,279
c Adjusted net income (if negative, enter -0-)... 2,230,963
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 725,152 1,434,910 1,434,910
2 Savings and temporary cash investments......... 7,676,416 11,049,064 11,049,064
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.............. 101,904 104,068 104,068
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 99,849,995 Click to see attachment
List of Attached Documents:
// Content
111,627,595 		111,627,595
c Investments—corporate bonds (attach schedule)....... 24,350,246 Click to see attachment
List of Attached Documents:
// Content
29,587,199 		29,587,199
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).......... 69,967,532 Click to see attachment
List of Attached Documents:
// Content
70,163,982 		70,163,982
14 Land, buildings, and equipment: basis right arrow91,520,536
Less: accumulated depreciation (attach schedule) right arrow16,257,924 76,787,618 Click to see attachment
List of Attached Documents:
// Content
75,262,612 		75,262,612
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
201,822 		Click to see attachment
List of Attached Documents:
// Content
143,642 		Click to see attachment
List of Attached Documents:
// Content
143,642
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 279,660,685 299,373,072 299,373,072
Liabilities 17 Accounts payable and accrued expenses..........   748,532
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 45,328,411 44,302,911
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
169,552 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 45,497,963 45,051,443
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........... 234,162,722 254,321,629
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........    
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)..... 234,162,722 254,321,629
30 Total liabilities and net assets/fund balances (see instructions). 279,660,685 299,373,072
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
234,162,722
2
Enter amount from Part I, line 27a .....................
2
-10,225,914
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,002,270
4
Add lines 1, 2, and 3 ..........................
4
257,939,078
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,617,449
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
254,321,629
Form 990-PF (2023)
Form 990-PF (2023)
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 - ST      
c PUBLICLY TRADED SECURITIES - LT      
d GQG PARTNERS K-1 - ST P    
e GQG PARTNERS K-1 - LT P    
POLUNIN DEVELOPING K-1 - ST P    
POLUNIN DEVELOPING K-1 - LT P    
GOLDENTREE SELECT PARTNERS K-1 - ST P    
GOLDENTREE SELECT PARTNERS K-1 - LT P    
ELLIOT ASSOCIATES LP K-1 - ST P    
ELLIOT ASSOCIATES LP K-1 - LT P    
MGG SF EVERGREEN FUND LP K-1 - ST P    
MGG SF EVERGREEN FUND LP K-1 - LT P    
PALMER SQUARE FUND LLC K-1 - ST P    
PALMER SQUARE FUND LLC K-1 - LT P    
CEREBRUS PARTNERS II LP K-1 - ST P    
CEREBRUS PARTNERS II LP K-1 - LT P    
GQG PARTNERS LP P    
DOUBLELINE OPPORTUNISTIC INCOME FUND LP P    
KABOUTER P    
ELLIOT ASSOCIATES LP P    
CEREBRUS PARTNERS II LP P    
UBTI CAPITAL GAINS P    
GAIN ON INVESTMENT DIVIDENDS 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 3,603   3,603 0
b     111,244 -111,244
c 10,409,062   8,408,136 2,000,926
d     80,791 -80,791
e 57,300     57,300
    15,701 -15,701
    87,268 -87,268
299,902     299,902
161,534     161,534
9,779     9,779
11,233     11,233
      0
    459 -459
14,704     14,704
2,022     2,022
    2,164 -2,164
3,026     3,026
23,190   23,190 0
      0
      0
106,384   106,384 0
      0
      17,225
2,136,057   71,119 2,064,938
      -17,225
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       -111,244
c       2,000,926
d       -80,791
e       57,300
      -15,701
      -87,268
      299,902
      161,534
      9,779
      11,233
      0
      -459
      14,704
      2,022
      -2,164
      3,026
      0
      0
      0
      0
      0
      17,225
      2,064,938
      -17,225
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 4,327,737
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 3 114,485
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 81,611
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 81,611
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 81,611
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 179,264
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 179,264
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.......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 97,653
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow97,653 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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, 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 2023 or the taxable year beginning in 2023? 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
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 arrowWWW.FORDHOUSE.ORG
14
The books are in care ofright arrowMARK HEPPNER Telephone no.right arrow (313) 453-2046

Located atright arrow1100 LAKE SHORE ROADGROSSE POINTE SHORESMI ZIP+4right arrow48236
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
 
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 CHAIRMAN
1.00 		0 0 0
1100 LAKE SHORE ROAD
GROSSE POINTE SHORES,MI48236
DAVID P LARSEN SECRETARY
1.00 		0 0 0
1100 LAKE SHORE ROAD
GROSSE POINTE SHORES,MI48236
DAVID M HEMPSTEAD TREASURER
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 		267,917 66,414 12,600
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
AMANDA RUTLAND DIRECTOR OF VISITOR
40.00 		98,996 21,802 600
1100 LAKE SHORE RD
GROSSE POINTE SHORES,MI48236
LISA WORLEY DIRECTOR OF MATERIAL
40.00 		88,792 24,311 600
1100 LAKE SHORE RD
GROSSE POINTE SHORES,MI48236
KARL KOTO DIRECTOR OF LANDSCAP
40.00 		98,611 10,899 600
1100 LAKE SHORE RD
GROSSE POINTE SHORES,MI48236
JIM STEPLITUS DIRECTOR OF FACILITI
40.00 		85,465 19,495 600
1100 LAKE SHORE RD
GROSSE POINTE SHORES,MI48236
WESLEY JEFFERSON-SWINT DIRECTOR OF FINANCE
40.00 		100,581 0 600
1100 LAKE SHORE RD
GROSSE POINTE SHORES,MI48236
Total number of other employees paid over $50,000...................right arrow 25
Form 990-PF (2023)
Form 990-PF (2023)
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
CONTINENTAL CAFE CAFE & EVENT MANAGEMENT 651,667
1578 RELIABLE PARKWAY
CHICAGO,IL60686
ADVANTAGE ELECTRIC & CONTROLS INC MAINTENANCE 271,087
13240 WEST STAR DRIVE
SHELBY TOWNSHIP,MI48315
GRUNWELL-CASHERO CO STRUCTURAL IMPROVEMENTS 197,400
1041 MAJOR AVE
DETROIT,MI48217
EXHIBIT CONCEPTS INC EXHIBITION SUPPORT 152,219
700 CROSSROADS COURT
VANDALIA,OH45377
CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGEMENT 150,000
PO BOX 412015
BOSTON,MA02241
Total number of others receiving over $50,000 for professional services.............right arrow1
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. 154,181 ONSITE VISITORS). ACQUISITION OF ASSETS USED IN THE CARE AND RESTORATION OF THE ESTATE/COLLECTION. 8,841,049
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 30,905 VISITORS. 3,447,459
3 SPECIAL FUNCTIONS AT THE ESTATE TO BENEFIT NON PROFIT ORGANIZATIONS, THE COMMUNITY AND OTHER SPECIAL GROUPS. APPROXIMATELY 14,993 VISITORS. 3,218,534
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
209,275,335
b
Average of monthly cash balances.......................
1b
1,029,315
c
Fair market value of all other assets (see instructions)................
1c
22,619,488
d
Total (add lines 1a, b, and c).........................
1d
232,924,138
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
232,924,138
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,493,862
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
229,430,276
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,471,514
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 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (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
11,110,918
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
969,596
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
12,080,514
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
2,230,963 391,755 5,299,718 3,871,757 11,794,193
b 85% (0.85) of line 2a ......... 1,896,319 332,992 4,504,760 3,290,993 10,025,064
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		12,080,514 9,733,506 11,728,769 21,735,503 55,278,292
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 25,643 36,781 8,138 70,562
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		12,080,514 9,707,863 11,691,988 21,727,365 55,207,730
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 .. 		7,647,676 4,377,045 7,927,689 5,850,258 25,802,668
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 right arrow
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 (2023)
Form 990-PF (2023)
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

BERRY COLLEGE

PO BOX 490039
MT BERRY,GA301490039 		  PC DONATION 630

CITY OF GROSSE PTE WOODS

20025 MACK AVE
GROSSE POINTE WOODS,MI48236 		  PC DONATION 2,500

CITY OF ST CLAIR SHORES

27600 JEFFERSON AVE
ST CLAIR SHORES,MI48081 		  PC DONATION 5,000

COLLEGE FOR CREATIVE STUDIES

201 E KIRBY
DETROIT,MI48202 		  PC SPONSORSHIP 2,500

FERNDALE COMMUNITY FOUNDATION

430 E SARATOGA SUITE B
FERNDALE,MI48220 		  PC SPONSORSHIP 1,000

GROSSE POINTE CHAMBER OF COMMERCE

106 KERCHEVAL AVE
GROSSE POINTE FARMS,MI48236 		  PC DONATION 8,645

GROSSE POINTE FOUNDATION FOR PUBLIC EDUCATION

20601 MORNINGSIDE DR
GROSSE POINTE WOODS,MI48236 		  PC DONATION 500

GROSSE POINTE HISTORICAL SOCIETY

376 KERCHEVAL AVENUE
GROSSE POINTE FARMS,MI48236 		  PC DONATION 1,750

HISTORICAL SOCIETY OF MICHIGAN

7435 WESTSHIRE DRIVE
LANSING,MI48917 		  PC DONATION 2,016

MACOMB COUNTY HERITAGE ALLIANCE

PO BOX 380103
CLINTON TOWNSHIP,MI48038 		  PC DONATION 100

MICHIGAN GREEN INDUSTRY

30600 TELEGRAPH RD
BINGHAM FARMS,MI48025 		  PC SPONSORSHIP 1,280

MOTORCITIES NATIONAL HERITAGE AREA

200 RENAISSANCE CENTER
DETROIT,MI48243 		  PC DONATION 2,000

RACING FOR KIDS TO THE HILL

16980 KERCHEVAL PL
GROSSE POINTE,MI48230 		  PC SPONSORSHIP 1,036

THE HELM LIFE CENTER

158 RIDGE RD
GROSSE POINTE FARMS,MI48236 		  PC SPONSORSHIP 1,500

UNIVERSITY LIGGETT SCHOOL

1045 COOK ROAD
GROSSE POINTE WOODS,MI48236 		  PC DONATION 1,500

VILLAGE OF GROSSE POINTE SHORES

795 LAKE SHORE ROAD
GROSSE POINTE SHORES,MI48236 		  PC DONATION 15,000

VILLAGE OF GROSSE POINTE SHORES

795 LAKE SHORE ROAD
GROSSE POINTE SHORES,MI48236 		  PC SPONSORSHIP 500
Total .................................right arrow 3a 47,457
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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
aHOUSE ACTIVITIES         2,132,958
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,632,073  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001 17,225 18 3,964,188 -1,652,716
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         -340,367
11 Other revenue:
aFROM GOLDENTREE SELECT PARTNERS K-1 		  43,179      
bFROM ELLIOT ASSOCIATES LP K-1   4,930      
cFROM MGG SF EVERGREEN FUND LP K-1   16,528      
dFROM CERBERUS PARTNERS II LP K-1   -1,700      
eUBI FROM 2023 K-1 INVESTMENTS     14 -62,937  
12 Subtotal. Add columns (b), (d), and (e) .. 80,162 5,533,324 139,875
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,753,361
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 116,730 2,460 0 114,270

TY 2023 InvestmentsCorpBondsSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Name of Bond End of Year Book Value End of Year Fair Market Value
MFO VANGUARD BD INDEX FDS TOTAL BD MKT PORTFOLIO INSTL SHS 16,538,414 16,538,414
MFO DODGE & COX INC FD 13,048,785 13,048,785

TY 2023 InvestmentsCorpStockSchedule
Name:
EDSEL & 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 65,048,025 65,048,025
FORD MTR CO DEL COM PAR 4,595,874 4,595,874
MFO ARTISAN FDS INC INTL VALUE FD INSTL SHS 11,864,842 11,864,842
MFO HARDING LOEVNER FDS INC INTL EQUITY PORTFOLIO 8,267,779 8,267,779
MFO VANGUARD DEVELOPED MARKETS INDEX 13,396,249 13,396,249
PHILIP MORRIS INTL COM STK NPV 487,106 487,106
MASTERCARD INC CL A 829,135 829,135
MARTIN MARIETTA MATLS INC COM 407,111 407,111
JPMORGAN CHASE & CO COM 375,071 375,071
COMCAST CORP NEW-CL A 146,196 146,196
BROWN-FORMAN INC CL B NON-VTG COM 134,296 134,296
BROWN FORMAN CORP CL A 34,389 34,389
BERKSHIRE HATHAWAY INC-CL B 1,465,873 1,465,873
ALPHABET INC CAP STK USD0.001 CL C 1,067,968 1,067,968
ADR NESTLE S A SPONSORED ADR REPSTG REG 776,455 776,455
RICHEMONT(CIE FIN) CHF1 (REGD) 595,769 595,769
HEINEKEN HOLDING EUR1.6 A 607,544 607,544
PERNOD RICARD NPV EUR 1.55 456,875 456,875
ASHTEAD GROUP ORD GBPO.10 342,229 342,229
NETFLIX INC COM STK 532,647 532,647
UBER TECHNOLOGIES INC COM USD0.00001 196,162 196,162

TY 2023 InvestmentsOtherSchedule2
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
98,637 SHS - POLUNIN DEVELOPING FMV 2,252,238 2,252,238
1 SHS - GQG PARTNERS EMERGING MARKETS EQUITY FUND FMV 3,369,814 3,369,814
1 SHARE - HARVEST MLP INCOME FUND LLC FMV 5,093,088 5,093,088
8,643 SHS - THE WEATHERLOW OFFSHORE FUND I FMV 16,906,942 16,906,942
1 SHARE - DOUBLELINE OPPORTUNISTIC INCOME FUND LTD FMV 4,723,322 4,723,322
1 SHARE - GOLDEN TREE ASSET MANAGEMENT LP FMV 9,292,922 9,292,922
1 SHARE - MGG SF EVERGREEN FUND LP FMV 3,144,448 3,144,448
1 SHARE - CEREBUS PARTNERS II LP FMV 212,043 212,043
50,000 SHS - THE CHILDREN'S INVESTMENT FUND FMV 6,717,000 6,717,000
3,500 SHS - GAOLING FEEDER LTD FMV 1,772,220 1,772,220
1 SHARE - D1 CAPITAL PARTNERS OFFSHORE LP FMV 3,409,401 3,409,401
5,000 SHS - DURABLE CAPITAL OFFSHORE FUND LTD FMV 5,082,971 5,082,971
42,117 SHS - ARROWSTREET EMERGING MARKET TRUST FUND FMV 3,838,425 3,838,425
1 SHARE - PALMER SQAURE ULTRA-SHORT DURATION INVESTMENT GRADE FUND FMV 4,349,148 4,349,148

TY 2023 LandEtcSchedule2
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
CONSTRUCTION IN PROGRESS 1,040,743 0 1,040,743 1,040,743
MAIN HOUSE RESTORATION 5,993,702 3,274,363 2,719,339 2,719,339
REAL ESTATE IMPROVEMENTS 4,843,619 1,758,565 3,085,054 3,085,054
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 2,119,046 1,379,626 739,420 739,420
ORIGINAL HOUSE FURNISHINGS 1,947,010 0 1,947,010 1,947,010
POOL AND POWERHOUSE RENOVATION 4,348,329 1,024,600 3,323,729 3,323,729
LANDSCAPE IMPROVEMENTS 976,396 588,038 388,358 388,358
EQUIPMENT 946,750 742,709 204,041 204,041
WARREN COLLECTION BUILDING 825,574 197,239 628,335 628,335
HOUSE FURNISHING ADDITIONS 478,803 423,285 55,518 55,518
ART REPRODUCTIONS 443,991 159,202 284,789 284,789
VEHICLES 533,981 444,720 89,261 89,261
PLANNING AND DEVELOPMENT COSTS 257,342 204,672 52,670 52,670
ACTIVITIES BUILDING FURNISHINGS AND EQUIPMENT 275,779 275,779 0  
OFFICE EQUIPMENT & FURNITURE 450,807 379,626 71,181 71,181
FORD HOUSE VIDEO TAPE & GUEST AMENITIES 262,581 179,114 83,467 83,467
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 81,361 14,874 14,874
GATELODGE IMPROVEMENTS 217,979 25,615 192,364 192,364
NORTH DEVELOPMENT ZONE 8,490 4,670 3,820 3,820
NON-DEPRECIABLE PERSONAL PROPERTY 16,000 0 16,000 16,000
SOUTH COTTAGE DISPLAY 19,893 19,892 1 1
NEW BUILDINGS 56,451,903 5,094,848 51,357,055 51,357,055


TY 2023 LegalFeesSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 18,109 905 0 18,109


TY 2023 OtherAssetsSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER EXCISE TAX ASSET 201,822 143,642 143,642


TY 2023 OtherDecreasesSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Description Amount
PRIOR PERIOD ADJUSTMENT 3,617,449


TY 2023 OtherExpensesSchedule
Name:
EDSEL & 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 281,691 0 0 281,691
OFFICE EXPENSE 358,561 0 0 358,561
INSURANCE 259,574 0 0 259,574
FUNCTIONS, TOURS, AND EXHIBITS 169,557 0 169,557 0
EMPLOYMENT COSTS 144,253 0 0 144,253
CARE OF COLLECTION 1,050,244 0 0 1,050,244
SECURITY & PUBLIC SAFETY 141,313 0 0 141,313
TELEPHONE 41,550 0 0 41,550
MEMBERSHIPS 22,067 0 0 22,067
MARKETING & COMMUNICATIONS 162,680 0 0 162,680
WEBSITE MAINTENANCE 5,725 0 0 5,725
DONOR & MEMBER CULTIVATION 9,317 0 0 9,317
CREDIT CARD & BANK FEES 9,495 0 0 9,495
INFORMATION TECHNOLOGY 91,497 0 0 91,497
RENTALS 1,318,940 0 0 1,318,940


TY 2023 OtherIncomeSchedule2
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME 0 0 0
FROM 2023 K-1 INVESTMENT 0 176,183 0
HOUSE ACTIVITIES 2,132,958   2,132,958
FROM GOLDENTREE SELECT PARTNERS K-1 43,179   43,179
FROM ELLIOT ASSOCIATES LP K-1 4,930   4,930
FROM MGG SF EVERGREEN FUND LP K-1 16,528   16,528
FROM CERBERUS PARTNERS II LP K-1 -1,700   -1,700
UBI FROM 2023 K-1 INVESTMENTS -62,937 -62,937 -62,937


TY 2023 OtherIncreasesSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Description Amount
ACCRUAL TO CASH ADJUSTMENT 5,421,889
UNREALIZED GAIN ON INVESTMENTS 28,580,381


TY 2023 OtherLiabilitiesSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 169,552 0


TY 2023 OtherProfessionalFeesSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 805,515 779,190 779,190 26,325


TY 2023 TaxesSchedule
Name:
EDSEL & ELEANOR FORD HOUSE
EIN:
38-2218274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX EXPENSE 834,987 21,945 0 0