Original filing (PDF)20250909132518NAL0043528914001

FORD FOUNDATION

Name: FORD FOUNDATION — FORD FOUNDATION RETIREE WELFARE PLAN, Form 5500 (2024)
Creator: FORD FOUNDATION

Form 5500

FILING_RECEIVED

FORD FOUNDATION RETIREE WELFARE PLAN

Health & welfare plan

Signals · 1

46% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$37.2M

Net assets (EOY)

$37.1M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORD FOUNDATION.

Plan sponsor

Name

FORD FOUNDATION

EIN

13-1684331

Address

320 EAST 43RD STREET · NEW YORK, NY · 10017

Phone

(212) 573-5355

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

DEPELSHA MCGRUDER VICE PRESIDENT, COO AND TREASURER

EIN

13-3134912

City

NEW YORK, NY

Phone

(212) 573-4605

Plan characteristics

Plan number

513

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

6 direct securities· $37.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Market Index Fund Mutual Fund	—	—	$6.3M	$17.2M	46.2%
Vanguard Total International Stock Index Fund Mutual Fund	—	—	$8.5M	$9.8M	26.4%
Vanguard Total Bond Market Index Fund Mutual Fund	—	—	$6.4M	$5.7M	15.2%
Vanguard Intermediate-Term Invest- Grade Fund Mutual Fund	—	—	$3.7M	$3.1M

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