2022-11-10T14:24:11-06:00 2021-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2021-01-01 274877171 HENRY FORD ESTATE HENR 3136683200 1 FAIR LANE DR DEARBORN MI 48128 ROBERT BURY PRESIDENT & CEO 3136683200 2022-11-08 1 ROBERT BURY 999009999 DORI J EGGETT P00645252 2483757100 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROBERT BURY 1 FAIR LANE DR DEARBORN MI 48128 1763945 0 X WWW.HENRYFORDFAIRLANE.ORG X 2010 MI OUR MISSION IS TO ILLUMINATE THE LIVES AND LEGACY OF CLARA AND HENRY FORD FOR OUR VISITORS THROUGH THE PRESERVATION AND REIMAGINATION OF THEIR BELOVED ESTATE. 8 8 17 44 0 0 649967 1158569 0 0 184972 202685 132180 83358 967119 1444612 0 0 0 0 731594 763141 0 0 110324 982665 1408181 1714259 2171322 -747140 -726710 32282338 32609542 507059 326408 31775279 32283134 THE HENRY FORD ESTATE - FAIR LANE PROMOTES AND PERPETUATES THE LEGACY OF CLARA AND HENRY FORD AND UTILIZES THEIR UNIQUE CONTRIBUTIONS TO INSPIRE AND EDUCATE. 0 0 466393 0 0 TO REIMAGINE THE ROLE AND RELEVANCE OF AN ICONIC AMERICAN HOME. INSPIRED BY THE GREAT IMPACT OF CLARA AND HENRY FORD, STILL RELEVANT TODAY, VISITORS TO FAIR LANE WILL ENGAGE AND CONNECT IN A PERSONAL AND IMMERSIVE WAY THAT INSPIRES CURIOSITY, CREATIVITY, INNOVATION AND ACTION. 1008238 0 0 TO RESTORE THE ESTATE OF CLARA AND HENRY FORD. 217954 0 0 TO PROVIDE ENRICHMENT OPPORTUNITIES TO THE COMMUNITY 1692585 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MI X ROBERT BURY 3137191999 1 FAIR LANE DEARBORN MI 48128 ROBERT BURY PRESIDENT & CEO 25.00 0.00 X X 137631 0 5983 EDSEL B FORD II CHAIRMAN 1.00 1.00 X X 0 0 0 MICHAEL RITCHIE TREASURER 1.00 0.00 X X 0 0 0 DONNA INCH SECRETARY 1.00 0.00 X X 0 0 0 LYNN F ALANDT TRUSTEE 1.00 0.00 X 0 0 0 ELENA FORD TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA FORD TRUSTEE 1.00 0.00 X 0 0 0 EVAN LYALL TRUSTEE 1.00 0.00 X 0 0 0 MARK PETROFF TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER DINE ADVISOR 1.00 0.00 X 0 0 0 137631 0 5983 1 0 0 0 JOHN CANNING & CO LTD 150 COMMERCE COURT CHESHIRE CT 06410 RESTORATION SERVICES 261000 SMITHGROUP 1700 NEW YORK AVENUE NW SUITE 100 WASHINGTON DC 20006 ENGINEERING SERVICES 215388 ALBERT D THOMAS INC 20200 STEPHENS ST CLAIR SHORES MI 48080 RESTORATION SERVICES 194970 KINDEL FURNITURE COMPANY 4047 EASTERN AVENUE SE GRAND RAPIDS MI 49508 FURNITURE MANUFACTURING 147160 4 7800 506489 134600 509680 112242 1158569 202308 202308 22961 0 22961 22961 22961 47522 110 47255 0 267 110 377 377 332475 506489 272078 60397 60397 1444612 0 0 286043 137630 68815 68815 565394 442274 86675 36445 24383 17925 3560 2898 35734 32673 2653 408 7358 7358 105471 105471 2096 2096 28820 28820 32563 16942 14974 647 95946 95946 1329 1329 497642 497642 51957 51957 REPAIRS & MAINTENANCE 391391 354687 36159 545 SECURITY SERVICES 155575 155575 RESTORATION 27312 26537 775 MISCELLANEOUS 9728 9728 993 427 566 2171322 1692585 368413 110324 2389687 3021308 3792511 4124597 3087022 778365 23598 64109 14744273 1595303 12102697 13148970 10101805 11262370 785018 209823 32282338 32609542 366326 190238 134600 132400 6133 3770 507059 326408 X 21514325 23942682 10260954 8340452 31775279 32283134 32282338 32609542 -726710 1234565 0 X X 0 1 X 1 0 X 12550047 2016167 1524399 649967 1195269 17935849 12550047 2016167 1524399 649967 1195269 17935849 10974639 6961210 142881 251880 327116 192417 225269 1139563 575750 496250 53755 226325 295775 1647855 20723267 36643 0.33590 0.37940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FUNDRAISING INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13148970 X X X 0 5235848 887485 6123333 4533445 702403 5235848 3763959 4272 765214 4533445 4059263 -295304 3763959 75000 4007089 -22826 4059263 0.92193 0.01225 0.06582 0 0 375000 375000 9303471 1326827 7976644 37910 9080 28830 5027892 259396 4768496 13148970 OTHER LIABILITY 3770 3770 2777536 1234565 4949 1239514 1538022 2096 -95506 -93410 1444612 2269681 4949 95506 100455 2169226 2096 2096 2171322 PART III, LINE 4: THE COLLECTIONS INCLUDE THE ESTATE OF HENRY AND CLARA FORD - THE HOUSE, OUTER BUILDINGS, GROUND AND GARDENS, WHICH IS DESIGNATED AS A NATIONAL HISTORIC LANDMARK. THE ESTATE IS USED TO EDUCATE THE PUBLIC ABOUT THE LIFE AND TIMES OF THE FORDS AND THEIR PASSION FOR INNOVATION, PHILANTHROPY, CIVIC RESPONSIBILITY, FAMILY TRADITIONS AND COMMUNITY RELATIONSHIPS. PART V, LINE 4: INCOME FROM THE ENDOWMENT WILL BE USED TO SUPPORT THE OPERATIONS OF THE ESTATE. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL EXPENSES OF SPECIAL EVENTS & ACTIVITIES PART XII, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL EXPENSES OF SPECIAL EVENTS & ACTIVITIES PART III, LINE 1B(II): FAIR MARKET VALUE IS NOT AVAILABLE AND AMOUNT IS REPORTED AT NET BOOK VALUE. BRONCO SWEEPSTAKES 360750 64975 295775 65291 95506 AN EVENING FOR FAIR LANE 478214 441514 36700 36624 40697 33960 838964 506489 332475 65291 36624 40697 129466 272078 60397 X 3 47267 FAIR MARKET VALUE X 2021 FORD BRONCO BIG BEND 1 39975 MSRP X BRONCO CUSTOMIZATION SERVICES 1 25000 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USED A BROKER TO SELL NONCASH DONATIONS. FORM 990, PART VI, SECTION A, LINE 1A: THERE IS A STANDING EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS BROAD AUTHORITY TO DIRECT DAY-TO-DAY ACTIONS OF THE CORPORATION. BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION. AT EACH REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS, A MEMBER OF THE EXECUTIVE COMMITTEE SHALL REPORT ON ACTION, IF ANY, TAKEN BY THE EXECUTIVE COMMITTEE BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE FAMILY RELATIONSHIPS: EDSEL B. FORD II AND CYNTHIA FORD THE FOLLOWING BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS: ELENA FORD AND EDSEL B. FORD II FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION IS ORGANIZED ON A NONSTOCK, MEMBERSHIP BASIS. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED ANNUALLY BY THE AFFIRMATIVE VOTE OF THE MEMBERS AT THEIR ANNUAL MEETING. ALL OFFICERS SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE RETURN IS REVIEWED BY THE BOARD, THE PRESIDENT & CEO, AND THE FINANCE DEPARTMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A STANDING EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS BROAD AUTHORITY TO DIRECT DAY-TO-DAY ACTIONS OF THE CORPORATION. BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION. AT EACH REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS, A MEMBER OF THE EXECUTIVE COMMITTEE SHALL REPORT ON ACTION, IF ANY, TAKEN BY THE EXECUTIVE COMMITTEE BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. EDSEL B. FORD II IS THE SOLE MEMBER OF THE ORGANIZATION AND HAS EXECUTIVE POWER CAPABLE OF OVERRIDING THE BOARD OF DIRECTORS' VOTED DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE PRESIDENT AND CEO. FORM 990, PART XII, LINE 2C: HENRY FORD ESTATE HAS AN EXECUTIVE COMMITTEE THAT SERVES IN THE ROLE OF AN AUDIT COMMITEE AND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.