HENRY FORD ESTATE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HENRY FORD ESTATE (EIN 27-4877171)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202003189349307675
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T13:20:00-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12601 CAMBRIDGE CT STE 500AddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274877171EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY FORD ESTATEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENRBusinessNameControlTxt
Phone3136683200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 FAIR LANE DRAddressLine1Txt
CityDEARBORNCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BURYPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone3136683200PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE M HUISMANNPreparerPersonNm
PTINP00053811PTIN
Phone2483757100PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.149.88.222IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm14:47:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id413CBFD9D4CD3CBBD9A21ECC9D41D955341CA4CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerROBERT BURYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 FAIR LANE DRAddressLine1Txt
CityDEARBORNCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48128ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,025,587GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HENRYFORDFAIRLANE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionOUR 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.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers273TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,016,167PYContributionsGrantsAmt
CY Contributions Grants$1,551,676CYContributionsGrantsAmt
PY Program Service Revenue$16,981PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$249,849PYInvestmentIncomeAmt
CY Investment Income$318,362CYInvestmentIncomeAmt
PY Other Revenue$358,158PYOtherRevenueAmt
CY Other Revenue-$115,869CYOtherRevenueAmt
PY Total Revenue$2,641,155PYTotalRevenueAmt
CY Total Revenue$1,754,169CYTotalRevenueAmt
PY Grants And Similar Paid$1,925PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,250CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$753,497PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$755,894CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$137,728CYTotalFundraisingExpenseAmt
PY Other Expenses$727,720PYOtherExpensesAmt
CY Other Expenses$945,061CYOtherExpensesAmt
PY Total Expenses$1,483,142PYTotalExpensesAmt
CY Total Expenses$1,704,205CYTotalExpensesAmt
PY Revenues Less Expenses$1,158,013PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$49,964CYRevenuesLessExpensesAmt
Total Assets BOY$31,901,679TotalAssetsBOYAmt
Total Assets EOY$32,022,088TotalAssetsEOYAmt
Total Liabilities BOY$1,194,626TotalLiabilitiesBOYAmt
Total Liabilities EOY$606,983TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,707,053NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,415,105NetAssetsOrFundBalancesEOYAmt
MissionTHE HENRY FORD ESTATE - FAIR LANE PROMOTES AND PERPETUATES THE LEGACY OF CLARA AND HENRY FORD AND UTILITIES THEIR UNIQUE CONTRIBUTIONS TO INSPIRE AND EDUCATE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$330,746ExpenseAmt
Grant$3,250GrantAmt
Revenue$0RevenueAmt
DescTO 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$608,666ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTO RESTORE THE ESTATE OF CLARA AND HENRY FORD.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$321,110ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTO PROVIDE ENRICHMENT OPPORTUNITIES TO THE COMMUNITYDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,260,522TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document29IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT BURYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3137191999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 FAIR LANEAddressLine1Txt
CityDEARBORNCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48128ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
KATHLEEN STISO MULLINS
FORMER PRESIDENT6.0034.00Yes (X)$0$165,997$0
ROBERT BURY
PRESIDENT & CEO32.008.00$127,846$0$0Yes (X)Yes (X)
EDSEL B FORD II
CHAIRMAN1.001.00$0$0$0Yes (X)Yes (X)
MICHAEL RITCHIE
TREASURER1.000.00$0$0$0Yes (X)Yes (X)
DONNA INCH
SECRETARY1.000.00$0$0$0Yes (X)Yes (X)
LYNN F ALANDT
TRUSTEE1.000.00$0$0$0Yes (X)
ELENA FORD
TRUSTEE1.000.00$0$0$0Yes (X)
CYNTHIA FORD
TRUSTEE1.000.00$0$0$0Yes (X)
EVAN LYALL
TRUSTEE1.000.00$0$0$0Yes (X)
MARK PETROFF
TRUSTEE1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$127,846TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$165,997TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE CHRISTMAN COMPANY
208 N CAPITOL AVELANSINGMI48933CONTRUCTION$534,151
NATIONAL RESTORATION
2165 FYKE DRMILFORDMI48381RESTORATION WORK$286,875
HISTORIC SERVICES
1105 MARYLAND STGROSSE POINTE PARKMI48230RESTORATION WORK$143,382
GOYETTE MECHICAL CO INC
3842 GOREY AVENUEFLINTMI48506CONTRUCTION$142,718
HAGOPIAN WORLD OF RUGS INC
850 S OLD WOODWARDBIRMINGHAMMI48009RESTORATION WORK$118,854
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Membership Dues$9,995MembershipDuesAmt
Fundraising$616,448FundraisingAmt
All Other Contributions$925,233AllOtherContributionsAmt
Noncash Contributions$153,193NoncashContributionsAmt
Total Contributions$1,551,676TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$318,089TotalRevenueColumnAmt
Exclusion$318,089ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,027RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$9,027RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,027TotalRevenueColumnAmt
Exclusion$9,027ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,093,040SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,092,767SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$273SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$273TotalRevenueColumnAmt
Exclusion$273ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$53,755FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$616,448ContriRptFundraisingEventAmt
Fundraising Direct Expenses$178,651FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$124,896TotalRevenueColumnAmt
Exclusion-$124,896ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,754,169TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$202,493ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,250TotalAmt
Program Services$3,250ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$127,846TotalAmt
Management And General$89,492ManagementAndGeneralAmt
Fundraising$38,354FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$489,415TotalAmt
Program Services$425,861ProgramServicesAmt
Management And General$41,453ManagementAndGeneralAmt
Fundraising$22,101FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$23,553TotalAmt
Management And General$16,487ManagementAndGeneralAmt
Fundraising$7,066FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$115,080TotalAmt
Program Services$81,711ProgramServicesAmt
Management And General$9,771ManagementAndGeneralAmt
Fundraising$23,598FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,713TotalAmt
Management And General$8,713ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$94,170TotalAmt
Management And General$94,170ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,634TotalAmt
Management And General$12,634ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,354TotalAmt
Program Services$8,259ProgramServicesAmt
Management And General$1,277ManagementAndGeneralAmt
Fundraising$1,818FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$61,840TotalAmt
Program Services$59,366ProgramServicesAmt
Management And General$2,474ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,885TotalAmt
Program Services$550ProgramServicesAmt
Management And General$13,335ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$641TotalAmt
Management And General$641ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$327,470TotalAmt
Program Services$314,892ProgramServicesAmt
Fundraising$12,578FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,790TotalAmt
Program Services$40,759ProgramServicesAmt
Management And General$4,031ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS & MAINTENANCE$139,669$130,050$9,619
SECURITY SERVICES$123,490$123,490
GROUNDS & COLLECTION MA$74,904$68,102$1,592$5,210
MISCELLANEOUS$30,998$4,232$266$26,500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$503TotalAmt
Fundraising$503FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,704,205TotalAmt
Program Services$1,260,522ProgramServicesAmt
Management And General$305,955ManagementAndGeneralAmt
Fundraising$137,728FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$190,024BOYAmt
EOY$1,076,871EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,859,534BOYAmt
EOY$8,223,086EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,477,310BOYAmt
EOY$5,550,673EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$80,363BOYAmt
EOY$955EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$167,248BOYAmt
EOY$262,438EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,039,356LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$655,279LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,588,109BOYAmt
EOY$11,384,077EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,688,959BOYAmt
EOY$4,382,837EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,850,132BOYAmt
EOY$1,141,151EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,901,679BOYAmt
EOY$32,022,088EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$852,303BOYAmt
EOY$555,130EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$342,323BOYAmt
EOY$51,853EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,194,626BOYAmt
EOY$606,983EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,428,703BOYAmt
EOY$20,468,131EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,278,350BOYAmt
EOY$10,946,974EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,707,053BOYAmt
EOY$31,415,105EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,901,679BOYAmt
EOY$32,022,088EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$49,964ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$658,088NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,018,624CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,530,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,550,047CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,016,167CurrentTaxYearMinus1YearAmt
Current Tax Year$1,524,399CurrentTaxYearAmt
Total$19,639,273TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,018,624CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,530,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,550,047CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,016,167CurrentTaxYearMinus1YearAmt
Current Tax Year$1,524,399CurrentTaxYearAmt
Total$19,639,273TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,733,904SubstantialContributorsTotAmt
Public Support Total170$8,905,369PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,065CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,888CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$142,881CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$251,880CurrentTaxYearMinus1YearAmt
Current Tax Year$327,116CurrentTaxYearAmt
Total$952,830TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$696,274CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$524,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$575,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$496,250CurrentTaxYearMinus1YearAmt
Current Tax Year$53,755CurrentTaxYearAmt
Total$2,346,589TotalAmt
FieldValueIRS element (for citing)
Total Support$22,938,692TotalSupportAmt
Gross Receipts Rltd Activities$42,991GrossReceiptsRltdActivitiesAmt
Public Support CY1700.38820PublicSupportCY170Pct
Public Support PY1700.34810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME FUNDRAISING INCOMEExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$11,384,077AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,763,959BeginningYearBalanceAmt
Contributions$4,272ContributionsAmt
Investment Earnings Or Losses$765,214InvestmentEarningsOrLossesAmt
End Year Balance$4,533,445EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,059,263BeginningYearBalanceAmt
Investment Earnings Or Losses-$295,304InvestmentEarningsOrLossesAmt
End Year Balance$3,763,959EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$75,000BeginningYearBalanceAmt
Contributions$4,007,089ContributionsAmt
Investment Earnings Or Losses-$22,826InvestmentEarningsOrLossesAmt
End Year Balance$4,059,263EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,864BeginningYearBalanceAmt
Contributions$136ContributionsAmt
End Year Balance$75,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,592BeginningYearBalanceAmt
Contributions$272ContributionsAmt
End Year Balance$74,864EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.89460BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.01650PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.08890TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$375,000OtherCostOrOtherBasisAmt
Book Value$375,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,010,676OtherCostOrOtherBasisAmt
Depreciation$277,472DepreciationAmt
Book Value$6,733,204BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,653,680OtherCostOrOtherBasisAmt
Depreciation$377,807DepreciationAmt
Book Value$4,275,873BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,384,077TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RELATED PARTY PAYABLE$48,083
OTHER LIABILITY$3,770
FieldValueIRS element (for citing)
Total Liability$51,853TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,399,623TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$658,088NetUnrealizedGainsInvstAmt
Revenue Not Reported$658,088RevenueNotReportedAmt
Revenue Subtotal$1,741,535RevenueSubtotalAmt
Investment Expenses Not Incld$12,634InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$12,634RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,754,169TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,691,571TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,691,571ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,634InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$12,634ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,704,205TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 III, LINE 1B(II):FAIR MARKET VALUE IS NOT AVAILABLE AND AMOUNT IS REPORTED AT NET BOOK VALUE.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINNER DANCEEvent1Nm
Gross Receipts Event1$670,203GrossReceiptsEvent1Amt
Charitable Contri Event1$616,448CharitableContriEvent1Amt
Gross Revenue Event1$53,755GrossRevenueEvent1Amt
Food And Beverage Event1$128,531FoodAndBeverageEvent1Amt
Entertainment Event1$4,203EntertainmentEvent1Amt
Other Direct Expenses Event1$45,917OtherDirectExpensesEvent1Amt
Gross Receipts Total$670,203GrossReceiptsTotalAmt
Charitable Contributions Tot$616,448CharitableContributionsTotAmt
Gross Revenue Total Events$53,755GrossRevenueTotalEventsAmt
Food And Beverage Total Events$128,531FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,203EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$45,917OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$178,651DirectExpenseSummaryEventsAmt
Net Income Summary-$124,896NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKATHLEEN STISO MULLINSPersonNm
TitleFORMER PRESIDENTTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$165,997OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$165,997TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationKATHLEEN MULLINS RECEIVED $165,997 FROM 1/1/19- 5/31/19 THROUGH HER RETIREMENT AGREEMENT.ExplanationTxt

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$26,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesAUCTIONMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$99,417NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescDONATED MATERIALSDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$27,277NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USED A BROKER TO SELL NONCASH DONATIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHERE 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 2THE 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 4HENRY FORD ESTATE AMENDED ITS BYLAWS TO STATE THAT THE ORGANIZATION WILL REMAIN A NOT-FOR-PROFIT IN PERPETUITY.
FORM 990, PART VI, SECTION A, LINE 6THE CORPORATION IS ORGANIZED ON A NONSTOCK, MEMBERSHIP BASIS.
FORM 990, PART VI, SECTION A, LINE 7ADIRECTORS 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 11BA 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 12CON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE SHALL SIGN A STATEMENT AFFIRMING THEY RECEIVED, UNDERSTAND, AND COMPLY WITH THE POLICY. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE AND ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THIS POLICY.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING 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 2CHENRY 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.

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