2025-09-17T10:23:36-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2024-01-01 274877171 HENRY FORD ESTATE HENR 3136683200 1 FAIR LANE DR DEARBORN MI 48128 DEVON O'REILLY PRESIDENT & CEO 3136683200 2025-09-16 1 1 DORI J EGGETT P00645252 2483757100 2025-09-06 2024 2025-03-06 01:10:19Z FAIR LANE HOME OF CLARA & HENRY FORD DEVON O'REILLY 1 FAIR LANE DR DEARBORN MI 48128 7812750 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. 12 11 40 155 0 0 8132414 6863997 0 0 747733 513888 138918 -47573 9019065 7330312 0 0 0 0 1410224 1683226 0 0 316946 1600913 1598275 3011137 3281501 6007928 4048811 40336791 44771120 1498020 449716 38838771 44321404 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. 0 0 707055 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. 1270474 TO RESTORE THE ESTATE OF CLARA AND HENRY FORD: FAIR LANE. 484621 TO PROVIDE ENRICHMENT OPPORTUNITIES TO THE COMMUNITY THROUGH THE MAINTENANCE AND OPERATION OF FAIR LANE'S HISTORIC GARDENS & GROUNDS. 2462150 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 1 40 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MI X DEVON O'REILLY 3134020371 1 FAIR LANE DR DEARBORN MI 48128 EDSEL B FORD II CHAIRMAN 1.00 0.00 X X 0 0 0 DONNA M INCH SECRETARY 1.00 0.00 X X 0 0 0 MARK PETROFF TREASURER 1.00 0.00 X X 0 0 0 LYNN F ALANDT TRUSTEE 1.00 0.00 X 0 0 0 JAMES DOBLESKE TRUSTEE 1.00 0.00 X 0 0 0 ELENA A FORD TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA N FORD TRUSTEE 1.00 0.00 X 0 0 0 EVAN LYALL TRUSTEE 1.00 0.00 X 0 0 0 BRENT OTT TRUSTEE 1.00 0.00 X 0 0 0 MARK DOUGLAS TRUSTEE 1.00 0.00 X 0 0 0 DIANA ABOUALI TRUSTEE 1.00 0.00 X 0 0 0 ROBERT BURY PRESIDENT & CEO 25.00 0.00 X X 159516 0 9571 159516 0 9571 1 0 1 0 THE CHRISTMAN COMPANY 203 NORTH CAPITOL AVENUE LANSING MI 48933 RESTORATION SERVICES 2357315 SMITHGROUP INC 201 DEPOSIT STREET 2ND FLOOR ANN ARBOR MI 48104 DESIGN SERVICES 792885 SHAW SYSTEMS & INTEGRATION INC 22100 TELEGRAPH RD SOUTHFIELD MI 48033 ELECTRICAL SERVICES 231938 HAGOPIAN WORLD OF RUGS INC 43223 W TWELVE MILE ROAD NOVI MI 48377 RUG DESIGN & PRODUCTION SERVICES 132314 4 12635 799313 6052049 100180 6863997 610388 610388 23667 0 23667 23667 23667 96500 -96500 -96500 -96500 314698 799313 385938 -71240 -71240 7330312 0 0 466315 149712 74856 74856 1220188 1043218 110085 66885 74031 54233 11446 8352 120716 68451 51846 419 118579 90611 16337 11631 569 569 55783 55783 37170 37170 99098 12 99086 100587 52622 43177 4788 84969 84969 671693 671693 80451 80451 CONTRACTED SERVICES 298527 270701 12019 15807 SECURITY SERVICES 48118 48118 REPAIRS & MAINTENANCE 38815 38815 DONOR & MEMBER CULTIVAT 38548 3861 250 34437 43947 34858 8404 685 3281501 2462150 502405 316946 4925778 2782924 218222 278896 1893575 1507499 283521 283521 260571 409132 22440351 3496642 14763487 18943709 14470167 17779444 3521470 2785995 40336791 44771120 1472994 416119 25026 33597 1498020 449716 X 29447439 35958445 9391332 8362959 38838771 44321404 40336791 44771120 4048811 1433822 0 X X 0 1 X 1 0 X 649967 1195269 3253848 8132414 6863996 20095494 649967 1195269 3253848 8132414 6863996 20095494 11899001 8196493 192417 225269 301749 695169 634055 2048659 226325 295775 445929 406760 314698 1689487 23833640 0.34390 0.49950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18943709 X X X 0 5928843 1265380 7194223 4704128 1224715 5928843 6123333 -1419205 4704128 5235848 887485 6123333 4533445 702403 5235848 0.93355 0.01043 0.05602 0 0 375000 375000 15757344 2981483 12775861 37910 9080 28830 6270097 506079 5764018 18943709 CONSTRUCTION IN PROGRESS 2785995 2785995 OTHER LIABILITY 9187 CREDIT CARD PAYABLE 24410 33597 8919307 1433822 2768 1436590 7482717 37170 -189575 -152405 7330312 3436674 2768 189575 192343 3244331 37170 37170 3281501 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. VEHICLE SWEEPSTAKES 372470 115920 256550 118857 70718 AN EVENING FOR FAIR LANE 741541 683393 58148 62827 1850 131686 1114011 799313 314698 118857 62827 1850 202404 385938 -71240 0 0 0 0 0 0 0 1 0 ROBERT BURY PRESIDENT & CEO 149516 0 10000 0 0 0 0 0 9571 0 169087 0 0 0 PART I, LINE 7 THE DISCRETIONARY BONUS PAYMENT WAS SET AND APPROVED BY THE BOARD CHAIR, EDSEL B. FORD II, AS A RESULT OF ROBERT BURY'S PERFORMANCE IN 2024. X 1 15431 FAIR MARKET VALUE X DIGITAL ADVERTISING 2 75656 FAIR MARKET VALUE X OTHER 5 9093 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 ON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPLE 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 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 A FINANCE 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.