Henry Ford Ii Fund in Detroit, Michigan (MI)

Organization representatives - add corrected or new information about Henry Ford Ii Fund »

Non-representatives - add comments about Henry Ford Ii Fund»

Henry Ford Ii Fund
Employer Identification Number (EIN)386066332
Name of OrganizationHenry Ford Ii Fund
Address1901 Saint Antoine St Fl 6, Detroit, MI 48226-2310
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1954
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$29,234,169
Amount of Income$11,732,092
Form 990 Revenue Amount$1,533,548


Non-representatives - add comments:


CAPTCHA

Your IP address 54.242.138.24 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$3,528,992$3,476,046$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$390,733
Gross rents$0
Gross sales price for all assets$11,123,759
Gross profit from sales of goods$0
Other income$217,600
Other$2,920,659
Total expenses and disbursements$1,674,024$77,880$0$1,552,966
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$3,592
Accounting fees$52,300
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$149,024$77,880$27,966
Contributions, gifts, grants paid$1,525,000
Excess of revenue over expenses and disbursements$1,854,968
Net investment income$3,398,166
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$27,123,093$29,408,334$27,379,171$32,182,855$29,234,169$35,058,858
Cash - non-interest-bearing$66,000$449,015$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$2,937,010$2,983,615$4,520,677
Investments-corporate bonds$994,151$0$0
Investments-mortgage loans$0$0$0
Investments-other$22,811,330$23,944,517$24,331,315
Other assets$0$0
Total liabilities$7,679$6,565$6,595
Mortgages and other notes payable$0$0$0
Other liabilities$0$6,595
Total liabilities and net assets/fund balances$27,115,414$27,372,606$29,227,574
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$824,288$606,581$2,920,659
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$27,487$25,622$33,982
Total credits and payments$34,067$31,587$42,965
Current year estimated tax payments and previous year's overpayment credited to current year$22,054$19,080$30,965
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$12,000$12,500$12,000
Backup withholding erroneously withheld$13$7$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0
Overpayment$5,965$8,983
Amount to be credited to next year's estimated tax$6,580$5,965$8,983
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
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?NoNo
Has the foundation filed a tax return on Form 990-T for this year?YesYes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?YesYesYes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
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?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above 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?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year 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?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
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 this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
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?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$31,595,337$31,563,961$35,558,458
Net value of noncharitable-use assets$31,090,502$35,025,081
Minimum investment return$1,556,070$1,554,525$1,751,254
Distributable Amount
201120122013
Distributable amount$1,525,306$1,527,162$1,710,694
Undistributed Income
201120122013
Distributable amount for this year$1,525,306$1,527,162$1,710,694
Undistributed income for this year. This amount must be distributed in the next year$972,675$1,493,064$1,650,792
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$3,120,000
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$390,733$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Henry Ford Ii Fund to others? (optional)
  
Add photo of Henry Ford Ii Fund (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Michigan
IdNameAddressStateEstablishedTotal Income
1Henry And Harriet Whiting Memorial FoundationPO BOX 3636, Grand Rapids, MI 49501-3636MI1962-10$608,743
2Henry And Mary Vandergoot Family Foundation60 Monroe Avenue Nw, Grand Rapids, MI 49504MI2009-03$2,225
3Henry Bouma Jr And Carolyn L Bouma Foundation2749 Beechtree Dr Sw, Byron Center, MI 49315-9475MI1993-06$115,427
4Henry C And Audrienne Murray Foundation1000 Grand Ave, Petoskey, MI 49770-2596MI1993-04$465,175
5Henry E & Consuelo S Wenger Foundation Inc8916 Gale Rd, White Lake, MI 48386-1409MI1962-10$2,158,190
6Henry E And Annabel S Larzelere Foundation1944 Winchester Dr, East Lansing, MI 48823-1355MI2000-08$543,302
7Henry Ford Bi-County Hospital Guild Inc13355 Ten Mile Rd, Warren, MI 48089MI1977-06$142,411
8Henry Ford Community College Administrators Association Local 715101 Evergreen Road, Dearborn, MI 48128-1491MI1984-03$40,234
9Henry Ford Community College Foundation5101 Evergreen Rd, Dearborn, MI 48128-2407MI1982-06$5,137,008
10Henry Ford Hospital And Harper Hospital Mobil Lithotripsy Inc3663 Woodward Avenue, Detroit, MI 48201-2400MI2002-12$0
11Henry Ford Ii Fund1901 Saint Antoine St Fl 6, Detroit, MI 48226-2310MI1954-11$11,732,092
12Henry Ford Ii High School Athletic Booster Club11911 Clinton River Rd, Sterling Hts, MI 48313-2420MI2014-06$94,137
13Henry Ford Learning InstitutePO BOX 1935, Dearborn, MI 48121-1935MI1999-08$4,384,805
14Henry Ford Village Foundation Inc15101 Ford Rd, Dearborn, MI 48126-4611MI2006-05$769,141
15Henry M Seldon Charitable Tr 22-0170-00-5PO BOX 75000, Detroit, MI 48275-3462MI1975-06$8,890,910
16Henry S & Mala Dorfman Family Foundation40900 Woodward Ave Ste 350, Bloomfld Hls, MI 48304-5122MI1972-07$7,351
17Henry W Wohlgemuth Tr 3322 Nect City Bank & Tr Co100 E Michigan Ave, Jackson, MI 49201-1498MI1976-07$10,312
18Henrys Inc29202 Bradmoor Ct, Farmingtn Hls, MI 48334-3261MI1999-05$1,391,461
19Hensley Charitable TrC/O Smbt 51 Pearl St, Coldwater, MI 49036MI$476,845
20Hep Lamphere Non Profit Housing Corporation10827 Andrews Ave, Allen Park, MI 48101-1174MI1982-03$58,774

faqs.org is not associated with, endorsed by, or sponsored by Henry Ford Ii Fund and has no official or unofficial affiliation with Henry Ford Ii Fund