Return of Private Foundation
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Return of Private Foundation OMB No 1545-0052 Form or Section 4947(a)(1)Treated Nonexempt as Charitable a Private Trust Foundation Department of the Treasury Note: The foundation may be able to use a copy of this retum to satisfy state reporting requirements Internal Revenue Service For calendar year 2008 , or tax year beginning 10-01-2008 and ending 09-30-2009 G Check all that apply I-Initial return I-Final return I-A mended return I-Address change I-Name change Name of foundation A Employer identification number Use the IRS The Ford Foundation label. 13-1684331 Otherwise, B Telephone number (see the instructions) . t Number and street (or P O box number if mail is not delivered to street address) Room/ orprm type. 320 East 43rd Street suite (212) 573-5000 See Specific Inst ructions- City or town, state, and ZIP code C If exemption application is pending, check here p New York, NY 10017 D 1. Foreign organizations, check here h H Check type oforganization I7Section 501(c)(3) exempt private foundation 2. Foreign organizations meeting the 85% test, nl I Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation check here and attach computation I Fair market value ofall assets at end J ACCOUHUHQ rT1ethOd I- CBSII I7 ACCFUBI E If private foundation status was terminated under section 507(b)(1)(A), check here rl ofyear(from Part II, col. (c), I- Other(SpeC,fy) s F If the foundation is in a 60-month termination /me 15)*$ 1-0,373,847,207 (Part I, column (d) must be on cash basis.) under section 507(b)(1)(B), check here rl (d) Disbursements E Analysis of Revenue and Expenses (The (3) Revenue end (c) Adjusted net for charitable necessanlytotalof amounts equal in columns the amounts (b), (c), and in (d)column may not (a) expenses (see the ner books(b) Net "1V@5tm@ntIncome income purposes instructions) ) (cash basis only) 1 Contributions, gifts, grants, etc , received (attach schedule) 2 Check P I7 if the foundation is not required to attach Sch B 3 Interest on savings and temporary cash investments 1,565,683 1,565,683 4 Dividends and interest from securities. 283,241,414 244,463,639 5a Gross rents . b Net rental income or (loss) 6a Net gain or (loss) from sale ofassets not on line 10 -553,092,460 b Gross sales price for all assets on line 6a 5,779,361,343 7 Capital gain net income (from Part IV, line 2) . 8 Net short-term capital gain . 9 Income modifications . 10a Gross sales less returns and allowances b Less Cost ofgoods sold . c Gross profit or (loss) (attach schedule) . 11 Other income (attach schedule) . 1,287,601 1,287,601 12 TotaI.Add lines 1 through 11 . -266,997,762 247,316,923 13 Compensation of officers, directors, trustees, etc 5, 584,701 1,750,252 3,834,449 14 Other employee salaries and wages . 51,747,127 7,758,563 43,988,565 15 Pension plans, employee benefits . 29,371,039 3,975,858 25,395,181 16a Legal fees (attach schedule). 1,241,961 359,295 0 882,666 b Accounting fees (attach schedule). 844,104 109,343 0 734,761 c Other professionalfees (attach schedule) . 19,003,022 12,562,832 6,440,190 17 Interest............ 18 Taxes (attach schedule) (see the instructions). 2,203,293 19 Depreciation (attach schedule) and depletion . 5,817,139 837,648 20 Occupancy........... 14,558,127 730,087 13,828,040 21 Travel, conferences, and meetings . 4,418,450 330,549 4,087,901 22 Printing and publications . 403,408 70,449 332,959 23 Other expenses (attach schedule). 8,764,014 3,616,497 49,315,182 24 Total operating and administrative expenses. Addlines 13through 23 . 143,956,385 32,101,373 0 148,839,894 25 Contributions, gifts, grants paid . 463,922,630 476,173,989 26 Total expenss and disbursements. Add lines 24 and 25 607,879,015 32,101,373 0 625,013,883 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -874,876,777 b Net investment income (if negative, enter -0-) 215,215,550 c Adjusted net income(if negative, enter-0-) . For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat N 0 1 1 289X Form 990-PF (2008) Uperat ngianrl mlm n 5trat1.re Expense-5 Reveiiue -I-I Form 990-PF(2008) pagez B I sh t Attacheda ance ee schedules 5 should be and for end-of-yearamounts in amounts the description only (See instructions column BGQIHHIHQ ) (3) Book Value Of (b) Year Book EndValue Of (C) Year Fa., Market Value 1 Cash-non-interest-bearing . 1,646,253 2,815,239 2,815,239 2 Savings and temporary cash investments . 325,631,732 293,585,333 293,585,333 3 Accounts receivable P 827,595 Less allowance for doubtful accounts I* 4,614,135 827,595 827,595 4 Pledges receivable P Less allowance for doubtful accounts I* 5 Grants receivable . 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see the instructions). 7 Other notes and loans receivable (attach schedule) P Less allowance for doubtful accounts I* 8 Inventories for sale or use . 9 Prepaid expenses and deferred charges . 11,817,119 13,780,108 13,780,108 10a Investments-U S and state government obligations (attach schedule) 1,761,720,651 1,955,742,443 1,955,742,443 b Investments-corporate stock (attach schedule). 5,508,685,423 3,770,772,689 3,770,772,689 c Investments-corporate bonds (attach schedule). 364,965,604 564,238,047 564,238,047 11 Investments-land, buildings, and equipment basis I* Less accumulated depreciation (attach schedule) P 12 Investments-mortgage loans . 13 Investments-other(attach schedule) . 2,909,250,299 3,454,702,054 3,454,702,054 14 Land, buildings, and equipment basis I* 126,429,605 Less accumulated depreciation (attach schedule) P 93,810,696 29,870,725 32,618,909 171,605,952 15 Other assets (describe I* 1 *E 126,925,898 145,777,747 *E 145,777,747 16 Total assets (to be completed by all filers-see the instructions Also, see page 1, item I) 11,045,127,839 10,234,860,164 10,373,847,207 17 Accounts payable and accrued expenses . 79,812,070 60,499,934 18 Grants payable . 261,013,206 243,968,469 ulrl 19 Deferredrevenue . E 4: 20 Loans from officers, directors, trustees, and other disqualified persons .Cl G 21 Mortgages andothernotes payable (attachschedule) . -I 22 Other liabilities (describe I* 1 *E 0 1,194,282 23 TotalIiabiIities(addlines 17 through22) . 340,825,276 305,662,685 Foundations that follow SFAS 117, check here P I7 and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted.............. 10,704,302,563 9,929,197,479 25 Temporarily restricted 26 Permanently restricted . Foundations that do not follow SFAS 117, check here I* I and complete lines 27 through 31. 27 Capitalstock,trustprincipal,orcurrentfunds. 28 Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings, accumulated income, endowment, or otherfunds 30 Total net assets or fund balances (see the instructions) 10,704,302,563 9,929,197,479 31 Total liabilities and net assets/fund balances (see the instructI ons) 11,045,127,-339 10,234,-360,164 Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning ofyear-Part II, column (a), line 30 (must agree with end-of-yearfigure reported on prior yearls return) . 1 10,704,302,563 2 Enteramount from PartI,line 27a . 2 -874,876,777 3 Other increases not included in line 2 (itemize) I* *E 3 122,246,794 4 Addlines1,2,and3 . 4 9,951,672,580 5 Decreases not included in line 2 (itemize) I* *E 5 22,475,101 6 Total net assets orfund balances at end ofyear (line 4 minus line 5)-Part II, column (b), line 30 . 6 9,929,197,479 Form 990-PF (2008) Net A555115 or Funtl Em ain::i55 A5 5615 Form 990-PF(2008) Page 3 M Capital Gains and Losses for Tax on Investment Income (b) How acquired (a)2-story List and brick describe warehouse theI kind(s) D-Donation orofproperty common sold stock,200 (e g , real estate, shs MLCP-Purchase Co) (c) (mo,day,yr) Date acquired (mo,day,yr) (d) Date sold 1a See Additional Data Table b C d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense ofsale (e) plus (f) minus (g) a See Additional Data Table b C d e Complete only for assets showing gain in column (h) and owned by the of undation on 12/31/69 (I) Gains (Col (h) gain minus (j) Adjusted basis (k) Excess ofcol (i) col (k), but not less than -0-) or (i) F ivi v as 6f12/31/69 as of12/31/69 overcol (j), ifany Losses (from col (h)) a See Additional Data Table b C d e Ifgain, also enter in Part I, line 7 2 Capitalgain netincome or(netcapitalloss) 1f(iOSS) enter-0-mpart1 ime7 -474,127,176 3 Net short-term capital gain or (loss) as defined in sections 1222(5)I and (6) I 2 Ifgain, also enter in Part I, line 8, column (c) (see the instructions) If(loss), enter -0 in Part I,line8 .