Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE JO AND JOE FORD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 4009 N RODNEY PARHAM ROAD 3RD FLO
 
Room/suite
City or town
LITTLE ROCK
State or province
AR
Country  
ZIP or foreign postal code
72212
A Employer identification number

26-0513516
B Telephone number (see instructions)

2142520970
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,346,970
J 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) 3,725
2 Check .................
3 Interest on savings and temporary cash investments 5,707 5,707  
4 Dividends and interest from securities... 433,219 433,219  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 97,206
b Gross sales price for all assets on line 6a 544,375
7 Capital gain net income (from Part IV, line 2)... 97,206
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).......      
12 Total. Add lines 1 through 11........ 539,857 536,132  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,725 1,863   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,878 270   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,865 11,865   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,468 13,998   0
25 Contributions, gifts, grants paid....... 280,000 280,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 302,468 13,998   280,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 237,389
b Net investment income (if negative, enter -0-) 522,134
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 177,157 432,182 432,182
3 Accounts receivable  
Less: allowance for doubtful accounts   254    
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,538,956 Click to see attachment
List of Attached Documents:
// Content
1,538,956
1,362,811
b Investments—corporate stock (attach schedule)....... 2,642,588 Click to see attachment
List of Attached Documents:
// Content
2,625,206
4,551,977
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,358,955 4,596,344 6,346,970
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,358,955 4,596,344
29 Total net assets or fund balances (see instructions)..... 4,358,955 4,596,344
30 Total liabilities and net assets/fund balances (see instructions). 4,358,955 4,596,344
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,358,955
2
Enter amount from Part I, line 27a .....................
2
237,389
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,596,344
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,596,344
Form 990-PF (2025)
Form 990-PF (2025)
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 ALIMENTATION COUCHE-TARD I   2023-03-30 2025-03-14
b ALIMENTATION COUCHE-TARD I   2023-05-23 2025-03-14
c ALIMENTATION COUCHE-TARD I   2023-03-29 2025-03-14
d ALIMENTATION COUCHE-TARD I   2023-05-23 2025-11-11
e ALIMENTATION COUCHE-TARD I   2023-05-23 2025-11-12
ALIMENTATION COUCHE-TARD I   2023-07-11 2025-11-12
ALIMENTATION COUCHE-TARD I   2023-07-12 2025-11-13
ALPHABET INC CLASS C   2024-03-21 2025-09-23
ALPHABET INC CLASS C   2015-10-09 2025-09-23
ALPHABET INC CLASS C   2024-10-01 2025-11-19
ALPHABET INC CLASS C   2015-10-09 2025-11-19
ALPHABET INC CLASS C   2015-10-09 2025-12-16
AMAZON.COM INC   2023-10-05 2025-11-19
AMEREN CORP   2022-10-11 2025-11-19
APPLE INC   2013-09-16 2025-02-25
APPLE INC   2024-08-02 2025-11-19
ASHTEAD GROUP   2024-10-02 2025-10-28
ASHTEAD GROUP   2023-07-20 2025-10-28
ASHTEAD GROUP   2023-07-20 2025-11-19
ASHTEAD GROUP   2023-07-20 2025-12-04
ASHTEAD GROUP   2023-12-19 2025-12-05
ASHTEAD GROUP   2023-07-20 2025-12-05
ASHTEAD GROUP   2023-12-19 2025-12-08
ASHTEAD GROUP   2024-01-19 2025-12-08
ASHTEAD GROUP   2024-01-03 2025-12-08
ASML HOLDING   2024-01-12 2025-10-08
ASML HOLDING   2023-12-19 2025-10-08
ASML HOLDING   2020-12-02 2025-11-19
AUTOZONE INC   2024-01-11 2025-02-26
AUTOZONE INC   2023-10-05 2025-02-26
AVANTOR INC   2022-08-01 2025-04-29
AVANTOR INC   2022-08-02 2025-08-27
AVANTOR INC   2022-08-01 2025-08-27
AVANTOR INC   2022-09-08 2025-08-28
AVANTOR INC   2022-08-02 2025-08-28
AVANTOR INC   2022-09-08 2025-09-26
AVANTOR INC   2023-04-14 2025-09-29
AVANTOR INC   2023-02-27 2025-09-29
AVANTOR INC   2022-09-08 2025-09-29
AVANTOR INC   2023-04-19 2025-09-30
AVANTOR INC   2023-04-14 2025-09-30
BANK OF AMERICA CORP   2019-11-04 2025-11-19
BANK OF AMERICA CORP   2019-11-04 2025-12-02
BJ'S WHOLESALE CLUB HOLDIN   2022-05-06 2025-04-16
BJ'S WHOLESALE CLUB HOLDIN   2023-06-14 2025-04-16
BJ'S WHOLESALE CLUB HOLDIN   2022-05-06 2025-12-19
BOOZ ALLEN HAMILTON HLDGS   2024-07-29 2025-10-24
BROADCOM INC   2024-07-09 2025-11-19
BROADCOM INC   2024-07-09 2025-12-18
BROOKFIELD CORPORATION   2024-10-14 2025-11-19
BUILDERS FIRSTSOURCE INC   2024-03-01 2025-05-21
BWX TECHNOLOGIES INC   2024-02-21 2025-07-30
BWX TECHNOLOGIES INC   2024-02-21 2025-08-27
BWX TECHNOLOGIES INC   2024-09-03 2025-10-28
BWX TECHNOLOGIES INC   2024-09-03 2025-11-24
CARLISLE COS   2023-04-14 2025-10-14
CENCORA INC   2022-11-30 2025-04-21
CENCORA INC   2022-12-15 2025-10-07
CENCORA INC   2024-06-07 2025-10-07
CENCORA INC   2022-12-15 2025-11-19
CENCORA INC   2022-12-15 2025-12-03
CLEAN HARBORS INC   2023-05-16 2025-01-24
CLEAN HARBORS INC   2023-03-14 2025-01-24
CLEAN HARBORS INC   2024-04-03 2025-11-05
CONOCOPHILLIPS   2024-01-19 2025-09-23
CONOCOPHILLIPS   2024-01-19 2025-11-19
CONSTELLATION SOFTWARE   2024-01-11 2025-05-23
CONSTELLATION SOFTWARE   2024-08-15 2025-09-25
CONSTELLATION SOFTWARE   2024-01-08 2025-09-25
CONSTELLATION SOFTWARE   2023-12-28 2025-09-25
COOPER COS INC/THE   2017-04-24 2025-09-26
COOPER COS INC/THE   2017-04-24 2025-10-24
COPART INC   2022-09-14 2025-11-11
COPART INC   2022-09-16 2025-11-11
COPART INC   2022-09-16 2025-11-12
CORE & MAIN INC   2024-06-21 2025-11-25
DOLLARAMA INC   2020-03-30 2025-01-31
DOLLARAMA INC   2020-03-30 2025-07-03
DOLLARAMA INC   2020-03-30 2025-09-26
DOLLARAMA INC   2020-03-30 2025-10-28
DOLLARAMA INC   2020-03-30 2025-11-24
EATON CORP PLC   2021-04-22 2025-10-30
EATON CORP PLC   2021-04-21 2025-10-30
ENTEGRIS INC   2024-06-21 2025-11-05
ENTEGRIS INC   2024-05-03 2025-11-05
ENTEGRIS INC   2024-05-03 2025-11-24
EQUIFAX INC   2023-07-31 2025-10-14
FISERV INC   2024-03-25 2025-04-24
FISERV INC   2024-03-22 2025-04-24
FISERV INC   2024-03-21 2025-08-13
FISERV INC   2024-03-21 2025-08-14
FISERV INC   2024-04-25 2025-08-14
FORTINET INC   2024-01-08 2025-08-19
FORTINET INC   2024-10-01 2025-11-19
HILTON WORLDWIDE HOLDINGS   2020-03-04 2025-03-24
HILTON WORLDWIDE HOLDINGS   2020-03-04 2025-11-19
HOWMET AEROSPACE INC   2022-07-28 2025-02-25
HOWMET AEROSPACE INC   2022-07-29 2025-02-25
HOWMET AEROSPACE INC   2022-07-28 2025-05-29
HOWMET AEROSPACE INC   2022-07-26 2025-05-29
HOWMET AEROSPACE INC   2022-07-25 2025-05-30
HOWMET AEROSPACE INC   2022-07-26 2025-05-30
HOWMET AEROSPACE INC   2022-07-25 2025-11-19
INTERCONTINENTAL EXCHG INC   2023-12-15 2025-03-10
INTERCONTINENTAL EXCHG INC   2023-06-05 2025-03-10
INTERCONTINENTAL EXCHG INC   2024-08-02 2025-11-19
JPMORGAN CHASE & CO   2021-05-12 2025-11-19
JPMORGAN CHASE & CO   2021-05-12 2025-12-02
KEYSIGHT TECHNOLOGIES INC   2023-07-25 2025-11-05
KEYSIGHT TECHNOLOGIES INC   2022-12-09 2025-11-05
LIVE NATION ENTERTMNT INC   2024-02-16 2025-02-28
LIVE NATION ENTERTMNT INC   2024-02-16 2025-07-03
LOWES COS INC   2023-12-14 2025-04-11
LOWES COS INC   2023-10-05 2025-04-11
LOWES COS INC   2023-06-05 2025-04-11
LOWES COS INC   2024-01-11 2025-04-11
LVMH MOET HENNESSY VUITTON   2023-10-05 2025-04-22
LVMH MOET HENNESSY VUITTON   2020-02-27 2025-04-22
LVMH MOET HENNESSY VUITTON   2020-03-30 2025-04-29
LVMH MOET HENNESSY VUITTON   2020-02-27 2025-04-29
MANHATTAN ASSOCIATES INC   2023-12-15 2025-01-31
MARVELL TECHNOLOGY INC   2023-09-18 2025-03-28
MARVELL TECHNOLOGY INC   2023-12-18 2025-03-28
MARVELL TECHNOLOGY INC   2023-05-01 2025-03-28
MARVELL TECHNOLOGY INC   2023-04-28 2025-05-23
MARVELL TECHNOLOGY INC   2023-05-01 2025-05-23
MCKESSON CORP   2024-03-04 2025-04-21
MCKESSON CORP   2024-06-07 2025-10-07
MCKESSON CORP   2024-06-07 2025-11-19
MCKESSON CORP   2024-06-07 2025-12-03
MCKESSON CORP   2024-08-13 2025-12-03
MEDPACE HOLDINGS   2023-09-13 2025-07-03
MEDPACE HOLDINGS   2024-04-30 2025-07-03
MEDPACE HOLDINGS   2023-09-13 2025-07-30
MEDPACE HOLDINGS   2023-09-13 2025-10-28
MERCADOLIBRE INC   2021-11-04 2025-05-23
MERCADOLIBRE INC   2022-01-12 2025-07-10
MERCADOLIBRE INC   2021-11-04 2025-07-10
MERCADOLIBRE INC   2022-01-12 2025-11-19
MICROSOFT CORP   2016-12-19 2025-07-28
MICROSOFT CORP   2016-12-19 2025-11-18
MICROSOFT CORP   2016-12-19 2025-11-19
MOTOROLA SOLUTIONS INC   2022-07-28 2025-11-11
MSCI INC   2024-10-02 2025-11-19
NASDAQ INC.   2024-03-20 2025-08-27
NASDAQ INC.   2024-03-20 2025-11-05
NEXTERA ENERGY INC   2022-11-02 2025-11-19
NICE LTD ADR   2023-06-14 2025-01-31
NICE LTD ADR   2020-05-21 2025-02-28
NICE LTD ADR   2020-05-21 2025-04-17
NICE LTD ADR   2023-10-05 2025-04-17
NICE LTD ADR   2020-03-23 2025-08-27
NICE LTD ADR   2020-03-27 2025-08-27
NICE LTD ADR   2023-10-05 2025-08-27
NORTHROP GRUMMAN CORP   2023-12-18 2025-09-24
NORTHROP GRUMMAN CORP   2023-10-05 2025-09-24
NORTHROP GRUMMAN CORP   2021-11-04 2025-09-24
NORTHROP GRUMMAN CORP   2021-11-04 2025-11-19
NVIDIA CORP   2021-12-21 2025-03-28
NXP SEMICONDUCTORS NV   2024-03-04 2025-04-11
O'REILLY AUTO INC NEW   2024-06-20 2025-11-19
O'REILLY AUTO INC NEW   2024-06-20 2025-12-09
OW LARGE CAP STRATEGIES FD   2021-03-12 2025-11-19
POOL CORP   2023-11-08 2025-01-07
POOL CORP   2023-07-24 2025-01-07
PROLOGIS INC   2022-10-17 2025-08-04
PROLOGIS INC   2022-02-24 2025-08-04
PROLOGIS INC   2023-05-24 2025-08-04
RYAN SPECIALTY HOLDNGS INC   2023-12-15 2025-01-07
SAIA INC COM   2022-06-06 2025-01-31
SBA COMMUNICATIONS CORP   2024-04-04 2025-09-26
SBA COMMUNICATIONS CORP   2024-04-04 2025-10-14
SBA COMMUNICATIONS CORP   2024-06-21 2025-10-14
SLB LIMITED   2023-07-11 2025-09-23
SLB LIMITED   2022-11-11 2025-09-23
SLB LIMITED   2022-10-25 2025-10-30
SLB LIMITED   2022-10-26 2025-10-30
SLB LIMITED   2022-11-11 2025-10-30
SLB LIMITED   2022-10-25 2025-10-31
SLB LIMITED   2024-01-19 2025-10-31
ST STR UTILITIES SELECT   2024-05-29 2025-07-30
STERIS PLC   2023-12-15 2025-11-25
STERIS PLC   2024-05-29 2025-11-25
TAKE-2 INTERACTIVE   2022-07-27 2025-04-15
TAKE-2 INTERACTIVE   2022-07-27 2025-05-23
TAKE-2 INTERACTIVE   2022-07-27 2025-11-19
TAKE-2 INTERACTIVE   2022-07-22 2025-11-19
THERMO FISHER SCIENTIFIC   2012-08-29 2025-10-01
THERMO FISHER SCIENTIFIC   2024-06-10 2025-10-01
THERMO FISHER SCIENTIFIC   2012-08-29 2025-11-19
TRADEWEB MARKETS INC   2023-06-15 2025-01-24
TRADEWEB MARKETS INC   2023-05-16 2025-01-24
TRADEWEB MARKETS INC   2023-06-15 2025-04-29
TRANSUNION   2023-08-10 2025-03-28
TRANSUNION   2023-10-06 2025-04-11
TRANSUNION   2023-02-10 2025-04-11
TRANSUNION   2023-08-10 2025-04-11
UNITEDHEALTH GROUP INC   2023-05-25 2025-05-16
UNITEDHEALTH GROUP INC   2018-10-25 2025-05-16
UNITEDHEALTH GROUP INC   2024-01-02 2025-05-16
US FOODS HOLDING CORP   2020-11-16 2025-01-07
US FOODS HOLDING CORP   2021-08-05 2025-01-07
US FOODS HOLDING CORP   2020-11-16 2025-02-03
US FOODS HOLDING CORP   2020-09-17 2025-07-07
US FOODS HOLDING CORP   2020-11-16 2025-07-07
US FOODS HOLDING CORP   2020-09-17 2025-09-26
US FOODS HOLDING CORP   2020-09-18 2025-10-24
US FOODS HOLDING CORP   2020-09-17 2025-10-24
VISA INC   2023-06-15 2025-03-10
VISA INC   2017-01-31 2025-03-10
VISA INC   2017-01-31 2025-11-19
WALMART INC   2022-05-05 2025-02-25
WALMART INC   2022-05-05 2025-11-19
WEX INC   2020-11-17 2025-01-24
WEX INC   2020-04-28 2025-01-24
WEX INC   2020-03-27 2025-02-28
WEX INC   2020-04-28 2025-02-28
WILLSCOT HOLDINGS CORP   2022-11-14 2025-01-24
WILLSCOT HOLDINGS CORP   2023-08-01 2025-01-24
WILLSCOT HOLDINGS CORP   2023-02-27 2025-01-24
WILLSCOT HOLDINGS CORP   2022-11-14 2025-02-28
WILLSCOT HOLDINGS CORP   2022-11-14 2025-04-16
WILLSCOT HOLDINGS CORP   2022-12-12 2025-04-16
WILLSCOT HOLDINGS CORP   2023-09-07 2025-04-16
WILLSCOT HOLDINGS CORP   2023-05-16 2025-04-16
WYNDHAM HOTELS & RESORTS   2024-10-18 2025-10-24
WYNDHAM HOTELS & RESORTS   2024-10-18 2025-11-06
WYNDHAM HOTELS & RESORTS   2024-10-18 2025-12-19
ABBVIE INC   2025-10-01 2025-11-19
ALPHABET INC CLASS C   2024-10-01 2025-03-28
AMAZON.COM INC   2025-10-03 2025-11-19
APOLLO GLOBAL MANAGEMENT I   2024-12-23 2025-11-19
APPLIED MATERIALS   2024-12-16 2025-11-19
AVANTOR INC   2024-11-11 2025-04-29
BAKER HUGHES COMPANY   2025-10-30 2025-11-19
BENTLEY SYSTEMS INC   2025-08-27 2025-11-25
BOOZ ALLEN HAMILTON HLDGS   2025-01-31 2025-10-24
BOSTON SCIENTIFIC CORP   2025-05-16 2025-11-19
BROADCOM INC   2025-11-18 2025-12-18
CARLISLE COS   2025-04-16 2025-09-26
CARLISLE COS   2025-04-16 2025-10-14
CBRE GROUP INC   2024-10-25 2025-08-04
CBRE GROUP INC   2024-10-28 2025-08-05
CCC INTELLIGENT SOLUTIONS   2024-12-06 2025-11-24
CCC INTELLIGENT SOLUTIONS   2025-05-20 2025-11-24
CCC INTELLIGENT SOLUTIONS   2025-05-20 2025-11-25
CCC INTELLIGENT SOLUTIONS   2025-05-20 2025-12-19
CCC INTELLIGENT SOLUTIONS   2025-04-16 2025-12-19
CCC INTELLIGENT SOLUTIONS   2025-05-22 2025-12-22
CCC INTELLIGENT SOLUTIONS   2025-04-16 2025-12-22
CLEAN HARBORS INC   2025-07-07 2025-11-05
CONOCOPHILLIPS   2024-10-02 2025-09-23
CONOCOPHILLIPS   2024-10-01 2025-09-23
COPART INC   2025-04-15 2025-11-11
CORE & MAIN INC   2024-06-21 2025-01-24
CORE & MAIN INC   2024-04-03 2025-01-24
CORPAY INC   2025-03-24 2025-07-02
CORPAY INC   2025-02-25 2025-07-02
COSTCO WHSL CORP NEW   2025-03-28 2025-10-08
COSTCO WHSL CORP NEW   2025-03-28 2025-11-19
CRH PLC   2025-10-01 2025-11-19
DANAHER CORP   2024-12-02 2025-04-21
DANAHER CORP   2024-06-06 2025-04-21
DANAHER CORP   2024-12-02 2025-10-07
DANAHER CORP   2024-12-02 2025-11-19
EATON CORP PLC   2025-07-02 2025-10-30
EXXON MOBIL CORP   2025-09-23 2025-11-19
FISERV INC   2024-03-25 2025-03-17
GARTNER INC CL A   2025-08-13 2025-11-19
HOLCIM LTD   2025-10-28 2025-11-19
INTERACTIVE BROKER   2025-11-11 2025-11-19
ISHRS MSCI EAFE IND FND   2025-09-25 2025-10-28
ISHRS MSCI EAFE IND FND   2025-10-08 2025-10-28
ISHRS MSCI EAFE IND FND   2025-09-25 2025-11-19
LIGHT & WONDER INC.   2025-02-28 2025-12-22
LIGHT & WONDER INC.   2025-07-03 2025-12-22
LIVE NATION ENTERTMNT INC   2025-11-11 2025-11-19
LVMH MOET HENNESSY VUITTON   2024-09-30 2025-04-22
MANHATTAN ASSOCIATES INC   2024-04-30 2025-02-11
MARVELL TECHNOLOGY INC   2024-10-01 2025-03-28
MEDPACE HOLDINGS   2024-04-30 2025-04-16
MEDPACE HOLDINGS   2024-12-06 2025-07-03
META PLATFORMS INC   2025-09-23 2025-11-19
MSCI INC   2024-12-23 2025-10-16
NICE LTD ADR   2024-05-29 2025-01-31
NVIDIA CORP   2025-10-30 2025-11-19
NVIDIA CORP   2025-10-08 2025-11-19
NXP SEMICONDUCTORS NV   2024-09-27 2025-04-11
O'REILLY AUTO INC NEW   2024-06-20 2025-02-25
O'REILLY AUTO INC NEW   2025-04-15 2025-12-09
OLD DOMINION FREIGHT   2024-03-21 2025-02-25
PALO ALTO NETWORKS INC   2025-08-19 2025-11-19
REPUBLIC SERVICES INC   2025-09-23 2025-11-19
S&P GLOBAL INC.   2025-03-28 2025-11-19
SBA COMMUNICATIONS CORP   2024-08-30 2025-01-24
SBA COMMUNICATIONS CORP   2024-04-04 2025-01-24
SBA COMMUNICATIONS CORP   2025-04-16 2025-09-26
SERVICENOW INC   2025-05-23 2025-11-19
SHERWIN-WILLIAMS CO   2025-04-11 2025-11-19
SPOTIFY TECHNOLOGY SA   2025-08-04 2025-11-19
STERIS PLC   2024-05-29 2025-02-28
TAIWAN SEMI MFG CO ADR   2025-11-11 2025-11-19
THERMO FISHER SCIENTIFIC   2024-06-10 2025-04-21
TRANSUNION   2025-05-21 2025-11-19
UNITEDHEALTH GROUP INC   2024-10-01 2025-04-15
UNITEDHEALTH GROUP INC   2025-10-08 2025-11-19
WYNDHAM HOTELS & RESORTS   2024-11-11 2025-10-24
CLASS ACTION PROCEEDS   1975-01-01 2025-01-15
CLASS ACTION PROCEEDS   1975-01-01 2025-03-28
CLASS ACTION PROCEEDS   1975-01-01 2025-07-24
(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 1,887   2,000 -113
b 944   973 -29
c 1,415   1,461 -46
d 1,502   1,459 43
e 2,542   2,432 110
1,525   1,486 39
4,510   4,461 49
2,524   1,506 1,018
2,524   321 2,203
1,790   1,008 782
1,491   161 1,330
5,840   610 5,230
1,106   627 479
1,344   1,015 329
3,216   210 3,006
2,427   2,005 422
2,717   3,082 -365
1,019   1,071 -52
363   428 -65
1,922   2,141 -219
702   762 -60
574   642 -68
1,534   1,662 -128
1,917   1,844 73
2,557   2,682 -125
981   722 259
981   752 229
2,044   897 1,147
3,405   2,535 870
3,405   2,517 888
494   1,147 -653
646   1,439 -793
145   324 -179
429   850 -421
234   529 -295
592   1,287 -695
271   477 -206
472   995 -523
201   438 -237
239   412 -173
442   767 -325
2,869   1,782 1,087
3,087   1,879 1,208
583   308 275
466   249 217
659   431 228
541   867 -326
1,755   876 879
1,650   876 774
687   575 112
2,200   3,997 -1,797
1,058   617 441
664   353 311
625   307 318
698   409 289
658   420 238
3,647   2,208 1,439
306   165 141
1,528   1,180 348
1,083   494 589
3,726   1,813 1,913
239   140 99
717   408 309
622   591 31
376   430 -54
526   645 -119
3,537   2,609 928
2,737   3,082 -345
2,737   2,557 180
2,737   2,494 243
1,348   1,005 343
1,252   854 398
414   276 138
4,142   2,745 1,397
1,671   1,098 573
592   667 -75
1,121   338 783
1,548   309 1,239
1,193   253 940
394   84 310
420   84 336
6,896   2,554 4,342
3,831   1,414 2,417
446   667 -221
624   926 -302
666   1,191 -525
1,127   1,017 110
900   782 118
4,500   3,912 588
2,015   2,343 -328
1,339   1,562 -223
4,017   4,591 -574
4,371   3,385 986
399   383 16
2,997   1,245 1,752
797   287 510
1,679   464 1,215
646   184 462
1,191   250 941
3,912   801 3,111
1,019   208 811
2,887   592 2,295
611   104 507
3,390   2,459 931
1,865   1,190 675
914   896 18
3,324   1,732 1,592
3,088   1,574 1,514
745   677 68
745   727 18
990   654 336
898   560 338
3,269   3,363 -94
2,179   1,994 185
4,359   4,146 213
654   658 -4
1,105   1,526 -421
1,105   819 286
2,785   1,930 855
2,228   1,639 589
626   645 -19
557   491 66
2,476   2,398 78
124   80 44
1,215   787 428
5,345   3,509 1,836
2,734   2,128 606
1,485   1,177 308
860   588 272
2,425   1,765 660
1,617   1,105 512
644   560 84
322   391 -69
882   560 322
578   280 298
5,117   3,100 2,017
2,390   1,201 1,189
2,390   1,550 840
2,072   1,201 871
3,575   446 3,129
7,393   955 6,438
3,908   509 3,399
9,420   5,664 3,756
557   588 -31
1,139   732 407
943   671 272
845   780 65
1,166   1,596 -430
1,256   1,624 -368
150   181 -31
751   839 -88
1,404   1,336 68
1,404   1,521 -117
561   671 -110
1,173   929 244
5,277   3,781 1,496
1,173   715 458
1,129   715 414
2,856   751 2,105
2,987   4,596 -1,609
196   144 52
6,873   5,247 1,626
35,880   28,293 7,587
1,313   1,343 -30
985   1,097 -112
3,155   3,151 4
1,052   1,415 -363
526   608 -82
729   501 228
970   438 532
390   429 -39
1,722   1,930 -208
574   583 -9
698   1,121 -423
3,141   4,924 -1,783
731   1,046 -315
1,097   1,593 -496
1,463   2,188 -725
5,393   7,844 -2,451
1,079   1,487 -408
937   777 160
533   419 114
533   443 90
3,430   2,089 1,341
7,439   4,308 3,131
240   131 109
481   261 220
3,716   400 3,316
1,062   1,160 -98
568   57 511
656   355 301
656   363 293
824   427 397
2,806   2,675 131
2,873   2,808 65
1,867   1,788 79
431   472 -41
1,120   1,914 -794
6,160   5,748 412
840   1,614 -774
806   372 434
672   336 336
781   341 440
943   305 638
550   217 333
765   254 511
74   25 49
595   204 391
3,433   2,265 1,168
5,836   1,410 4,426
1,604   415 1,189
5,720   2,992 2,728
801   406 395
364   355 9
1,636   1,107 529
2,350   1,634 716
157   123 34
235   280 -45
1,174   1,477 -303
587   768 -181
1,380   1,961 -581
514   1,027 -513
585   1,158 -573
468   828 -360
234   442 -208
451   495 -44
1,225   1,403 -178
1,817   1,898 -81
938   978 -40
5,375   5,713 -338
885   890 -5
374   517 -143
694   510 184
633   1,118 -485
384   384 0
663   875 -212
901   1,297 -396
673   740 -67
2,309   2,393 -84
655   701 -46
329   351 -22
2,340   1,990 350
7,039   5,934 1,105
142   254 -112
36   46 -10
624   794 -170
63   73 -10
530   594 -64
121   132 -11
185   204 -19
622   701 -79
1,880   2,205 -325
3,760   4,363 -603
1,242   1,811 -569
510   462 48
567   598 -31
2,360   2,504 -144
7,754   8,401 -647
4,567   4,644 -77
876   929 -53
549   599 -50
735   964 -229
2,206   3,223 -1,017
2,315   2,651 -336
666   723 -57
3,065   2,859 206
351   343 8
5,457   3,912 1,545
224   241 -17
88   90 -2
192   213 -21
574   551 23
3,636   3,602 34
925   919 6
725   772 -47
311   299 12
130   142 -12
3,316   4,685 -1,369
1,033   1,240 -207
1,857   2,115 -258
298   391 -93
322   349 -27
1,175   1,532 -357
5,867   6,646 -779
500   571 -71
3,528   3,528 0
743   743 0
4,149   6,124 -1,975
2,674   2,157 517
1,412   1,412 0
3,957   4,879 -922
201   184 17
430   453 -23
488   506 -18
789   906 -117
1,183   1,287 -104
390   454 -64
813   1,008 -195
326   332 -6
629   672 -43
655   666 -11
281   291 -10
2,103   2,899 -796
641   678 -37
4,677   4,685 -8
305   371 -66
751   973 -222
216     216
150     150
315     315
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       -113
b       -29
c       -46
d       43
e       110
      39
      49
      1,018
      2,203
      782
      1,330
      5,230
      479
      329
      3,006
      422
      -365
      -52
      -65
      -219
      -60
      -68
      -128
      73
      -125
      259
      229
      1,147
      870
      888
      -653
      -793
      -179
      -421
      -295
      -695
      -206
      -523
      -237
      -173
      -325
      1,087
      1,208
      275
      217
      228
      -326
      879
      774
      112
      -1,797
      441
      311
      318
      289
      238
      1,439
      141
      348
      589
      1,913
      99
      309
      31
      -54
      -119
      928
      -345
      180
      243
      343
      398
      138
      1,397
      573
      -75
      783
      1,239
      940
      310
      336
      4,342
      2,417
      -221
      -302
      -525
      110
      118
      588
      -328
      -223
      -574
      986
      16
      1,752
      510
      1,215
      462
      941
      3,111
      811
      2,295
      507
      931
      675
      18
      1,592
      1,514
      68
      18
      336
      338
      -94
      185
      213
      -4
      -421
      286
      855
      589
      -19
      66
      78
      44
      428
      1,836
      606
      308
      272
      660
      512
      84
      -69
      322
      298
      2,017
      1,189
      840
      871
      3,129
      6,438
      3,399
      3,756
      -31
      407
      272
      65
      -430
      -368
      -31
      -88
      68
      -117
      -110
      244
      1,496
      458
      414
      2,105
      -1,609
      52
      1,626
      7,587
      -30
      -112
      4
      -363
      -82
      228
      532
      -39
      -208
      -9
      -423
      -1,783
      -315
      -496
      -725
      -2,451
      -408
      160
      114
      90
      1,341
      3,131
      109
      220
      3,316
      -98
      511
      301
      293
      397
      131
      65
      79
      -41
      -794
      412
      -774
      434
      336
      440
      638
      333
      511
      49
      391
      1,168
      4,426
      1,189
      2,728
      395
      9
      529
      716
      34
      -45
      -303
      -181
      -581
      -513
      -573
      -360
      -208
      -44
      -178
      -81
      -40
      -338
      -5
      -143
      184
      -485
      0
      -212
      -396
      -67
      -84
      -46
      -22
      350
      1,105
      -112
      -10
      -170
      -10
      -64
      -11
      -19
      -79
      -325
      -603
      -569
      48
      -31
      -144
      -647
      -77
      -53
      -50
      -229
      -1,017
      -336
      -57
      206
      8
      1,545
      -17
      -2
      -21
      23
      34
      6
      -47
      12
      -12
      -1,369
      -207
      -258
      -93
      -27
      -357
      -779
      -71
      0
      0
      -1,975
      517
      0
      -922
      17
      -23
      -18
      -117
      -104
      -64
      -195
      -6
      -43
      -11
      -10
      -796
      -37
      -8
      -66
      -222
      216
      150
      315
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 97,206
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
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 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 7,258
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 7,258
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 7,258
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,440
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 4,440
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....... 9 2,818
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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)
TX
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 2025 or the taxable year beginning in 2025? 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
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 addressN/A
14
The books are in care ofJOE T FORD Telephone no. (501) 320-4872

Located at4009 NORTH RODNEY PARHAM ROAD 4THFLOORLITTLE ROCKAR ZIP+472212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
JOE T FORD PRESIDENT
1.00
0 0 0
4009 N RODNEY PARHAM ROAD 4TH FLOOR
LITTLE ROCK,AR72212
CATHY JARRETT SECRETARY/TREASURER
1.00
0 0 0
4009 N RODNEY PARHAM ROAD 4TH FLOOR
LITTLE ROCK,AR72212
SCOTT T FORD DIRECTOR
1.00
0 0 0
4009 N RODNEY PARHAM ROAD 4TH FLOOR
LITTLE ROCK,AR72212
ALISON FORD CRAWFORD DIRECTOR
1.00
0 0 0
4404 WOOD LAKE DRIVE
PLANO,TX75093
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
5,980,666
b
Average of monthly cash balances.......................
1b
206,034
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,186,700
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
6,186,700
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,801
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,093,899
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
304,695
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
304,695
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,258
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,258
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
297,437
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
297,437
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
297,437
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, line 26, column (d) ..........
1a
280,000
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
 
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
280,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 297,437
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 279,359
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 280,000
a Applied to 2024, but not more than line 2a 279,359
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 641
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
296,796
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
JOE T FORD
SCOTT T FORD
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MR JOE T FORD
4009 N RODNEY PARHAM ROAD 4TH FLOOR
LITTLE ROCK,AR72212
(214) 252-0970
bThe form in which applications should be submitted and information and materials they should include:
APPLY FOR PREPRINTED APPLICATION WITH INSTRUCTIONS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2025)
Form 990-PF (2025)
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

UAMS ORTHOPEDIC AND SPINE HOSPITAL

801 COTTAGE DRIVE
LITTLE ROCK,AR72205
NONE   UNRESTRICTED 280,000
Total ................................. 3a 280,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 5,707  
4 Dividends and interest from securities ....     14 433,219  
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 ............
    18 97,206  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 536,132 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
536,132
(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.)
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE JO AND JOE FORD FAMILY FOUNDATION
EIN:
26-0513516
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,725 1,863   0

TY 2025 InvestmentsCorpStockSchedule
Name:
THE JO AND JOE FORD FAMILY FOUNDATION
EIN:
26-0513516
Name of Stock End of Year Book Value End of Year Fair Market Value
LARGE CAP 1,893,036 3,541,181
GLOBAL SMALL & MID CAP 732,170 1,010,796

TY 2025 InvestmentsGovtObligationsSch
Name:
THE JO AND JOE FORD FAMILY FOUNDATION
EIN:
26-0513516
US Government Securities - End of Year Book Value:

1,538,956
US Government Securities - End of Year Fair Market Value:

1,362,811
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherExpensesSchedule
Name:
THE JO AND JOE FORD FAMILY FOUNDATION
EIN:
26-0513516
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 11,861 11,861   0
MISC EXPENSES 4 4   0


TY 2025 TaxesSchedule
Name:
THE JO AND JOE FORD FAMILY FOUNDATION
EIN:
26-0513516
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 270 270   0
FEDERAL EXCISE TAX 6,608 0   0