2023-11-13T18:04:57-06:00 2022-12-31 ERNST & YOUNG US LLP One Manhattan West NEW YORK NY 10001 990PF 2022-01-01 386066333 BENSON & EDITH FORD FUND % CHRISTINE JAGGI BENS 3132597777 1901 ST ANTOINE ST 6TH FL DETROIT MI 48226 DAVID LARSEN SECRETARY 3139610500 2023-11-01 true DAVID LARSEN 999009999 CHRISTINE W DIIONNA P00999533 2127733000 2023-11-01 3 2022 2023-04-26 12:10:37Z X 21294377 X 0 X 66947 66947 118566 118566 3864235 19193102 3863905 148011 141804 4197759 4191222 0 50000 23750 0 25000 54746 54746 58110 666 40 163522 78496 0 25040 1449089 1449089 1612611 78496 0 1474129 2585148 4112726 165760 165760 2137577 5098188 5098188 4674253 3824062 6533598 1674695 1876197 1757141 5966744 6080580 7734816 2764 4874 4874 14456033 17049661 21294377 6280 19980 6280 19980 X 49151574 53010589 -34701821 -35980908 14449753 17029681 14456033 17049661 14449753 2585148 17034901 5220 17029681 PUBLICLY TRADED SECURITIES 2022-12-31 19127392 15329197 3798195 3798195 BLUESTEIN PACIFIC FUND P 2022-12-31 59178 59178 59178 BRUSH ST STRATEGIC CREDIT FUND II P 2022-12-31 6499 6499 6499 CAPITAL GAIN DIVIDENDS P 33 CAPITAL GAIN DIVIDENDS P 33 CAPITAL GAIN DIVIDENDS P 33 3863905 57167 57167 57167 37813 0 75000 112813 X 626 55020 55020 false false false false true true true false true true MI true false false false false true N/A CHRISTINE JAGGI 3139610500 2000 BRUSH STREET STE 440 DETROIT MI 482262251 false false false true false false false false false false false false false false false false false false false false false false false LYNN F ALANDT 2000 BRUSH STREET SUITE 440 DETROIT MI 48226 PRESIDENT/DIRECTOR 0.25 0 0 0 BENSON FORD JR 2000 BRUSH STREET SUITE 440 DETROIT MI 48226 VICE-PRESIDENT/DIRECTOR 0.25 0 0 0 DAVID P LARSEN 2000 BRUSH STREET SUITE 440 DETROIT MI 48226 SECRETARY 0.25 0 0 0 DAVID M HEMPSTEAD 1901 ST ANTOINE ST 6TH FLOOR DETROIT MI 48226 DIRECTOR 0.25 0 0 0 DANIEL FAETT 2000 BRUSH STREET SUITE 440 DETROIT MI 48226 TREASURER 0.25 0 0 0 THE NORTHERN TRUST COMPANY PO BOX 803878 CHICAGO IL 60680 INVESTMENT MGT 54746 NONE NONE 12432915 2286830 7775950 22495695 0 22495695 337435 22158260 1107913 1107913 57167 693 57860 1050053 1050053 1050053 1474129 0 0 0 0 1474129 1050053 0 2020 2019 2018 1956702 1556407 1122364 23138 427430 5086041 1474129 0 1050053 424076 5510117 0 0 1956702 3553415 1556407 1122364 23138 427430 424076 NONE NONE DAVID P LARSEN 1901 ST ANTOINE STREET 6TH FLOOR DETROIT MI 48226 3132597777 BRIEF LETTER, FINANCIAL STATEMENT, COPY OF IRS LETTER DETERMINING TAX STATUS (UNLESS ALREADY LISTED IN CUMULATIVE LIST). NONE AWARDS ARE GENERALLY LIMITED TO CHARITABLE ORGANIZATIONS ALREADY FAVORABLY KNOWN TO, AND OF INTEREST TO, THE SUBSTANTIAL CONTRIBUTORS OF THIS FOUNDATION. NO GRANTS TO INDIVIDUALS. ALZHEIMER'S ASSOCIATION 25200 TELEGRAPH SUITE 100 SOUTHFIELD MI 48033 NO INDIVIDUALS PC Chocolate Jubilee Donation 25000 BAPTIST HEALTH SOUTH FLORIDA 91500 Overseas Highway Tavernier FL 33070 NO INDIVIDUALS PC MARINERS HOSPITAL WELLNESS CENTER 15000 BOY SCOUTS OF AMERICA 1776 WEST WARREN AVENUE DETROIT MI 48208 NO INDIVIDUALS PC GREAT LAKES FIELD SERVICE COUNCIL 5000 CAPUCHIN SOUP KITCHEN 1820 MT ELLIOTT STREET DETROIT MI 482073485 NO INDIVIDUALS PC PROGRAM SERVICES 15000 CHRIST CHURCH GROSSE POINTE 61 GROSSE POINTE BLVD GROSSE POINTE FARMS MI 48236 NO INDIVIDUALS PC PROGRAM SERVICES 3000 COLLEGE FOR CREATIVE STUDIES 201 EAST KIRBY DETROIT MI 48202 No Individuals PC BENSON AND EDITH FORD FUND SCHOLARSHIP 700000 COLLEGE FOR CREATIVE STUDIES 201 E KIRBY DETROIT MI 48202 NONE PC PROGRAM SERVICES 4089 DETROIT ARTISTS MARKET 3711 WOODWARD AVENUE DETROIT MI 48201 NONE PC DAM ANNUAL FUND 3000 DETROIT INSTITUTE OF ARTS 5200 WOODWARD AVENUE DETROIT MI 48202 NONE PC PROGRAM SERVICES 100000 DETROIT PUBLIC TV 1 CLOVER COURT WIXOM MI 48393 NONE PC SMITH LEADERSHIP CIRCLE 10000 DETROIT HISTORICAL SOCIETY 5401 WOODWARD DETROIT MI 48202 NONE PC program services 2000 DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVENUE DETROIT MI 48201 NONE PC PROGRAM SERVICES 5000 FAIR LANE 1 FAIR LANE DR DEARBORN IL 48128 NONE PC PROGRAM SERVICES 25000 GIRL SCOUTS 1333 brewery park blvd detroit MI 48207 NONE PC PROGRAM SERVICES 5000 GLEANERS COMMUNITY FOOD BANK 2131 BEAUFAIT DETROIT MI 48207 NONE PC PROGRAM SERVICES 15000 DETROIT GOODFELLOWS PO BOX 44444 DETROIT MI 48244 NONE PC PROGRAM SERVICES 2000 Grosse Pointe Historical Society 376 KERCHEVAL AVE GROSSE POINTE FARMS MI 48236 NONE PC CAPITAL CAMPAIGN 3000 THE GREENING OF DETROIT 1300 W MCNICHOLS DETROIT MI 48235 NONE PC PROGRAM SERVICES 3000 HENRY FORD HEALTH SYSTEM 1 ford place SUITE 5A DETROIT MI 48202 NONE PC PHOTOMEDICINE & PHOTOBIOLOGY UNIT 30000 HENRY FORD HEALTH SYSTEM 1 FORD PLACE SUITE 5A DETROIT MI 48202 NONE PC MULTIPLE SCLEROSIS PROGRAM 20000 HENRY FORD HEALTH SYSTEM 1 FORD PLACE SUITE 5A DETROIT MI 48202 NONE PC INTERSTITIAL LUNG DISEASE PROGRAM 25000 HENRY FORD HEALTH SYSTEM 1 FORD PLACE SUITE 5A DETROIT MI 48202 NONE PC GENERAL FUND 25000 INTERLOCHEN CENTER OF ARTS PO BOX 199 INTERLOCHEN MI 49643 NONE PC PROGRAM SERVICES 8000 MARINERS INN 445 LEDYARD STREET DETROIT MI 48201 NONE PC GENERAL FUND 2500 MICHIGAN HUMANE 30300 TELEGRAPH RD SUITE 220 BINGHAM FARMS MI 48025 NONE PC PROGRAM SERVICES 15000 PEWABIC SOCIETY INC 10125 E JEFFERSON AVE DETROIT MI 48214 NONE PC NATIONAL HISTORIC LANDMARK POTTERY 4000 RACING FOR KIDS 131 KERCHEVAL AVENUE SUITE 100 GROSS POINTE FARMS MI 48236 NONE PC PROGRAM SERVICES 10000 ST JUDE'S CHILDREN'S HOSPITAL 32121 WOODWARD AVENUE SUITE 300 ROYAL OAK MI 48073 NONE PC PROGRAM SERVICES 10000 TACOMA BOAT BUILDERS 1120 EAST D ST TACOMA WA 98421 NONE PC PROGRAM SERVICES 30000 TEEN STREET SKILLS 1551 ROSA PARKS BLVD SUITE B DETROIT MI 48216 NONE PC PROGRAM SERVICES 300000 THE CHILDREN'S CENTER 79 ALEXANDRINE WEST DETROIT MI 48201 NONE PC PROGRAM SERVICES 2500 HENRY FORD HEALTH SYSTEM 1 FORD PLACE DETROIT MI 48202 NONE PC DEPARTMENT OF PSYCHIATRY & BEHAVIORAL HEALTH FOR SUICIDE PREVENTION 25000 UNITED NEGRO COLLEGE FUND 18701 GRAND RIVER DETROIT MI 48223 NONE PC PROGRAM SERVICES 2000 1449089 Detroit Institute of Arts 5200 WOODWARD AVENUE Detroit MI 48202 NONE PC Program Services 0 College for Creative Studies 201 EAST KIRBY detroit MI 48202 NONE PC Program services 0 Henry Ford Health - Department of Dermatology 1 ford place Suite 5A Detroit MI 48202 none PC Program services 0 3250000 14 66947 14 118566 901101 5846 14 142165 901101 329 18 3863906 6175 4191584 4197759 N/A NOT APPLICABLE false false false false false false false false false false ACCOUNTING FEES 50000 23750 25000 NONE THE NORTHERN TRUST COMPANY PROVIDE INVESTMENT MANAGEMENT SERVICES PART VI-B, QUESTION 1A(3) - SERVICES ACCEPTED FROM A DISQUALIFIED PERSON PART VI-B, QUESTION 1A(3) - SERVICES ACCEPTED FROM A DISQUALIFIED PERSON EXPLANATION: FORD ESTATES, LLC (2000 BRUSH ST., SUITE 440, DETROIT, MICHIGAN 48226-2251), IS A BUSINESS OFFICE MAINTAINED FOR, AND AT THE EXPENSE OF, VARIOUS MEMBERS OF THE FORD FAMILY WHO, WITH RESPECT TO THIS FUND, ARE "DISQUALIFIED PERSONS", INCLUDING PARTICULARLY THE FOLLOWING: LYNN F. ALANDT AND BENSON FORD, JR. FORD ESTATES, LLC SUPPLIES ACCOUNTING SERVICES AND OFFICE SERVICES (COLLECTING INCOME, DISTRIBUTION OF CONTRIBUTIONS, MAINTENANCE OF ACCOUNTS AND RECORDS, HANDLING CORRESPONDENCE, PREPARATION OF TAX RETURNS AND ANNUAL REPORTS, AND SIMILIAR MATTERS PERTAINING TO THE OFFICE OF TREASURER). SUCH SERVICES ARE PERFORMED BY MICHAEL MONTGOMERY (TREASURER) AND BY OTHERS IN FORD ESTATES, LLC UNDER THEIR SUPERVISION. NO COMPENSATION IS PAID BY BENSON & EDITH FORD FUND DIRECTLY TO MICHAEL MONTGOMERY AS COMPENSATION FOR HIS SERVICES IN ANY OF THE CAPACITIES LISTED ABOVE OR OTHERWISE. IN 2022, BENSON & EDITH FORD FUND PAID FOR ESTATES, LLC $50,000 FOR FEES (AND EXPENSES) FOR ALL THE SERVICES REFERRED TO IN THIS PARAGRAPH. 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