Who They Are
Ford Motor Company, headquartered in Dearborn, Michigan, is one of the oldest and largest automakers in the United States, founded by Henry Ford in 1903 and still controlled by the Ford family through a special class of stock: the family's Class B shares represent under 2 percent of total equity but carry 40 percent of the company's voting power, a structure in place since Ford went public in 1956 that lets a single founding dynasty hold sway over decisions like the 2024 DEI pullback. It builds the F-Series pickups that have been among the best-selling vehicles in America for decades, along with the Mustang, the Bronco, the Explorer, and a growing but turbulent lineup of electric vehicles. It is a publicly traded company (NYSE: F) and a perennial heavyweight in Washington, where the auto industry's fortunes are shaped by tariffs, fuel-economy rules, EV incentives, and trade policy.
- Ford led the 2024 DEI pullback after pressure from activist Robby Starbuck.
- The Ford family controls 40 percent of voting power on under 2 percent of equity.
- Ford's employee giving leans Democratic; its corporate PAC splits far more evenly.
- Ford broke from Trump in 2019 to back California's tougher emissions standards.
- Ford took a $19.5 billion writedown in 2025 as it retreated from EVs.
Where the Political Money Goes
Ford's federal political footprint is substantial and, like most large legacy manufacturers, spread across both parties. The company reported roughly $3.19 million in federal lobbying in 2024, reflecting an industry whose business model is directly exposed to regulation: emissions standards, EV tax credits, trade and tariff policy, and safety rules all move the company's bottom line. Ford's giving runs through two distinct streams, and per OpenSecrets data they point in noticeably different directions. Counted at the organization level, which folds together the corporate PAC and individual employee donations, 2024 recipients of Ford-linked money broke roughly 68 percent Democratic to 31 percent Republican; that headline tilt is driven largely by rank-and-file and executive employee giving. The Ford Motor Company Civic Action Fund, the corporate PAC itself, is more balanced: it gave $170,500 directly to federal candidates in the cycle, split roughly 60 percent Democratic to 40 percent Republican, the kind of hedged split common among manufacturers that need an open door to whichever party controls the relevant committees. Among the auto sector, vehicle manufacturers like Ford tend to split their giving more evenly than auto dealers, who as a group lean more heavily Republican. Ford's PAC has also shown how that pragmatism plays out under pressure. After the January 6, 2021 Capitol riot, Ford joined the corporate wave that paused PAC giving to re-evaluate, then quietly resumed contributions in early 2022, declining to impose a blanket ban on the Republicans who had voted against certifying the 2020 election and opting instead to vet candidates case by case. The episode captured Ford's instinct to keep doors open on both sides rather than take a lasting political stand.
Ford's most striking break from type, though, ran in the opposite direction. In July 2019, with the Trump administration moving to freeze federal fuel-economy standards, Ford was one of four automakers (alongside Honda, BMW, and Volkswagen) that struck a voluntary deal with California to meet tougher fleetwide greenhouse-gas and fuel-efficiency standards (an efficiency path California described as reaching roughly a 50 mpg-equivalent fleet average by 2026, well above the federal freeze) and agreed not to challenge California's authority to set its own rules. The move split the industry: General Motors, Toyota, and others sided with the federal rollback, while Ford bet on the stricter state standard. It is a useful reminder that Ford's politics track its business interests and regulatory certainty more than any fixed partisan line.
The 2024 DEI Decision
The most visible political signal Ford has sent in recent years came in August 2024, when CEO Jim Farley distributed a memo to employees announcing significant changes to the company's diversity, equity, and inclusion practices. Ford said it would stop participating in the Human Rights Campaign's Corporate Equality Index and other "best places to work" surveys, would not use hiring quotas or tie compensation to diversity goals, and would not use quotas for minority dealerships or suppliers. Farley wrote that "the external and legal environment related to political and social issues continues to evolve" and that the company would put its resources into customers and communities "versus publicly commenting on the many polarizing issues of the day."
The decision placed Ford within a wave of companies, including Harley-Davidson, John Deere, Tractor Supply, and Lowe's, that scaled back DEI commitments in 2024, several of them after public pressure from conservative activist Robby Starbuck, who took credit for prompting the Ford change. The reaction split predictably: the Human Rights Campaign accused Ford of abandoning a commitment to its employees, while conservative commentators framed it as a return to sanity in corporate America. Ford notably did not frame the move as a political statement, and its own letter emphasized that it remained, in the company's words, a longtime provider of opportunity to people of all backgrounds.
The EV Bet and Its Reversal
Ford spent the early 2020s positioning itself as a leader in the shift to electric vehicles, then sharply pulled back as demand softened and federal policy turned. The reversal coincided with both softening EV demand and a shifting federal landscape: the Trump administration moved to roll back fuel-economy rules, and the One Big Beautiful Bill Act, signed in July 2025, ended the $7,500 federal EV tax credit for vehicles purchased after September 30, 2025. In December 2025, Ford announced a $19.5 billion writedown and pulled back hard on battery-electric vehicles, cancelling a next-generation electric pickup (codenamed T3) and planned electric commercial vans and replacing the fully electric F-150 Lightning with an extended-range version that uses a gas engine to recharge the battery, in what Reuters called the auto industry's most dramatic EV retreat to date; CEO Jim Farley said the company had lost roughly $13 billion on EVs since 2023. This is less a partisan signal than a business reaction to a shifting policy and market environment, but it matters politically because EV policy has become one of the sharpest dividing lines between the parties, and Ford's products now straddle that line: gas-powered trucks that print money alongside an EV program recalibrated for slower growth.
A Detail Worth Knowing
The same Jim Farley who led Ford's DEI pullback also sits on the board of directors of Harley-Davidson, which made its own widely covered decision to back away from DEI programs in the same 2024 wave. The overlap is a reminder that these corporate decisions did not happen in isolation; some of the same executives sat at more than one boardroom table while the changes rolled out across American brands.
Footnotes
- OpenSecrets, Ford Motor Co organization profile (2024 cycle): https://www.opensecrets.org/orgs/ford-motor-co/summary?id=D000000182
- OpenSecrets, Ford Motor Co lobbying (2024): https://www.opensecrets.org/federal-lobbying/clients/lobbyists?cycle=2024&id=D000000182
- The Detroit News, "Ford joins Harley-Davidson, Deere and Lowe's in DEI pullback" (Aug. 28, 2024): https://eu.detroitnews.com/story/business/autos/ford/2024/08/28/ford-dei-human-rights-campaign-diversity-equity-inclusion/74984529007/
- CNBC, "Ford joins list of companies walking back DEI policies" (Aug. 28, 2024): https://www.cnbc.com/2024/08/28/ford-joins-list-of-companies-walking-back-dei-policies.html
- ESG Dive, "Ford responds to DEI slowdown, outlines talent strategy" (Sep. 2024): https://www.esgdive.com/news/ford-dei-diverse-hiring-social-policies/725791/
- Quorum, "Corporate Donations by Party: 2024 Election Data" (Mar. 2026): https://www.quorum.us/blog/corporate-donations/
- Battery Technology, "14 Automakers & Their 2024 US Election Contributions, Detailed": https://www.batterytechonline.com/automotive-mobility/14-automakers-their-2024-us-election-contributions-detailed
- Newsweek, "Ford, Who Donated $1.2M to GOP in 2020, Won't Issue Blanket Ban on Election Objectors" (Apr. 1, 2021): https://www.newsweek.com/ford-who-donated-12m-gop-2020-wont-issue-blanket-ban-election-objectors-1580579
- California Air Resources Board, "California and major automakers reach groundbreaking framework agreement on clean emission standards" (Jul. 25, 2019): https://ww2.arb.ca.gov/news/california-and-major-automakers-reach-groundbreaking-framework-agreement-clean-emission
- OpenSecrets, Ford Motor Co recipients by party (2024 cycle): https://www.opensecrets.org/orgs/ford-motor-co/recipients?id=D000000182
- Reuters, "Ford retreats from EVs, takes $19.5 billion charge as Trump policies take hold" (Dec. 15, 2025): https://www.reuters.com/business/autos-transportation/ford-retreats-evs-takes-195-billion-charge-trump-policies-take-hold-2025-12-15/
- Ford Motor Company, SEC filing (Exhibit 4-B, description of capital stock): https://www.sec.gov/Archives/edgar/data/37996/000003799624000009/f12312023exhibit4-b.htm



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