FERRY FAMILY CHARITABLE FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FERRY FAMILY CHARITABLE FOUNDATION (EIN 95-4572960)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-10-08
IRS object ID
202412829349301131
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-08T15:09:27-05:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12050 MAIN ST STE 1300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954572960EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FERRY FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFERRBusinessNameControlTxt
Phone2062584261PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11023 COLUMBIA STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD FERRYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2062584261PhoneNum
Signature2024-10-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEANOR A LIVINGSTON CPA MSTPreparerPersonNm
PTINP00226461PTIN
Phone9498529433PhoneNum
Preparation2024-10-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Principal OfficerRICHARD FERRYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11023 COLUMBIA STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,750,126GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO SUPPORT THE ROMAN CATHOLIC CHURCH.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,100,000PYContributionsGrantsAmt
CY Contributions Grants$1,404,363CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$347,287PYInvestmentIncomeAmt
CY Investment Income$168,669CYInvestmentIncomeAmt
PY Other Revenue-$929,468PYOtherRevenueAmt
CY Other Revenue$270,452CYOtherRevenueAmt
PY Total Revenue$517,819PYTotalRevenueAmt
CY Total Revenue$1,843,484CYTotalRevenueAmt
PY Grants And Similar Paid$542,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$455,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$92,770PYOtherExpensesAmt
CY Other Expenses$59,972CYOtherExpensesAmt
PY Total Expenses$635,270PYTotalExpensesAmt
CY Total Expenses$514,972CYTotalExpensesAmt
PY Revenues Less Expenses-$117,451PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,328,512CYRevenuesLessExpensesAmt
Total Assets BOY$12,458,866TotalAssetsBOYAmt
Total Assets EOY$13,510,194TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,458,866NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,510,194NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT THE ROMAN CATHOLIC CHURCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$461,072ExpenseAmt
Grant$455,000GrantAmt
DescPROVIDES CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS THAT ARE DIRECTLY INVOLVED WITH AND PROVIDE SUPPORT TO THE ROMAN CATHOLIC CHURCH.Desc
Total Program Service Expenses$461,072TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIEDEMANN ADVISORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2067483670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 UNION STREET SUITE 3315AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD M FERRY
PRESIDENT & DIRECTOR2.00Yes (X)Yes (X)$0$0$0
MARGARET FERRY OREM
SECRETARY2.00Yes (X)Yes (X)$0$0$0
MONSIGNOR GREGORY COX
CFO & DIRECTOR1.00Yes (X)Yes (X)$0$0$0
PETER W MULLIN
VP & DIRECTOR1.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,404,363AllOtherContributionsAmt
Total Contributions$1,404,363TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$372,565TotalRevenueColumnAmt
Exclusion$372,565ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,702,746SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,906,642SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$203,896SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$203,896TotalRevenueColumnAmt
Exclusion-$203,896ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
WORLD EQUITY FUND QP, LP900099$162,399$162,399
MULTI-STRATEGY SEGREGATED PORTFOL900099$60,847$60,847
GLOBAL LONG SHORT SEGREGATED PORT900099$47,206$47,206
FieldValueIRS element (for citing)
Other Revenue Total$270,452OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,843,484TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$439,121ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$455,000TotalAmt
Program Services$455,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,922TotalAmt
Program Services$5,152ProgramServicesAmt
Management And General$770ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50,385TotalAmt
Management And General$50,385ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5TotalAmt
Management And General$5ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
CUSTODY EXPENSE$2,728$2,728
MISCELLANEOUS EXPENSES$820$820
TAXES & LICENSES$112$12$100

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$514,972TotalAmt
Program Services$461,072ProgramServicesAmt
Management And General$53,900ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$104,540BOYAmt
EOY$217,434EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,179,861BOYAmt
EOY$9,866,412EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,174,465BOYAmt
EOY$3,426,348EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,458,866BOYAmt
EOY$13,510,194EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$12,458,866BOYAmt
EOY$13,510,194EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,458,866BOYAmt
EOY$13,510,194EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,458,866BOYAmt
EOY$13,510,194EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,328,512ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$277,184OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ROMAN CATHOLIC CHURCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN530196617EIN
Organization Type1OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$455,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$455,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$194,673PriorYearAmt
Current Year$546,557CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$194,673PriorYearAmt
Current Year$546,557CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$975,721PriorYearAmt
Current Year$50,385CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$7,543PriorYearAmt
Current Year$3,515CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year-$788,591PriorYearAmt
Current Year$492,657CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$11,176,222PriorYearAmt
Current Year$11,820,877CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$314,412PriorYearAmt
Current Year$382,696CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$1,701,246PriorYearAmt
Current Year$1,390,730CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$13,191,880PriorYearAmt
Current Year$13,594,303CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$13,191,880PriorYearAmt
Current Year$13,594,303CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$197,878PriorYearAmt
Current Year$203,915CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$12,994,002PriorYearAmt
Current Year$13,390,388CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$454,790PriorYearAmt
Current Year$468,664CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$454,790PriorYearAmt
Current Year$468,664CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable-$788,591CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income-$670,302CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$454,790CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$454,790CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$454,790CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$455,000CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$6,072CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$461,072CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$455,000CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$454,790CYDistributableAsAdjustedAmt
CY Distribution Yr100.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$454,790CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,088ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,088TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$19,088CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$461,072CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
CY Distri App Distributable$435,702CYDistriAppDistributableAmt
Excess Distribution$25,370ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$25,370ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$25,370ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART IV, SECTION D, QUESTION 3:FormAndLineReferenceDesc
ExplanationMSGR GREGORY COX IS THE REPRESENTATIVE OF THE LOS ANGELES ARCHDIOCESE AND ALL GRANTS ARE TO CATHOLIC INSTITUTIONS. MSGR COX APPROVES EACH GRANT ALONG WITH THE OTHER DIRECTORS. ANNUALLY, MSGR COX PROVIDES A REVIEW OF ISSUES PRESENTLY CHALLENGING THE CATHOLIC CHURCH IN THE UNITED STATES, TO HELP GUIDE FUTURE GRANTS PROVIDED BY THE FOUNDATION. MSGR COX ALSO ACTIVELY PARTICIPATES IN THE ANNUAL MEETING DURING WHICH THE INVESTMENT STRATEGIES ARE REVIEWED AND APPROVED.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
WORLD EQUITY FUND$1,635,618C
GLOBAL LONG/SHORT FUND$213,984C
MUTLI STRATEGY FUND$1,176,746C
APOLLO DEBT SOLUTIONS$400,000C
FieldValueIRS element (for citing)
Total Book Value Securities$3,426,348TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CATHOLIC CHARITIES OF LOS ANGELES
1531 JAMES M WOOD BLVDLOS ANGELESCA90015951690973501(C)(3)$55,000$0BENEFIT THE CATHOLIC CHURCH
CATHOLIC EDUCATION FOUNDATION
3424 WILSHIRE BOULEVARD 3RD FLOORLOS ANGELESCA90010756725640501(C)(3)$10,000$0BENEFIT THE CATHOLIC CHURCH
FULCRUM FOUNDATION
710 9TH AVESEATTLEWA98104161616262501(C)(3)$150,000$0BENEFIT THE CATHOLIC CHURCH
IRISH EDUCATIONAL DEVELOPMENT FOUNDATION
436 WEST 47TH STREET UNIT 3ANEW YORKNY10036133087500501(C)(3)$5,000$0BENEFIT THE CATHOLIC CHURCH
MATT TALBOT CENTER
2313 3RD AVENUESEATTLEWA98121951585652501(C)(3)$35,000$0BENEFIT THE CATHOLIC CHURCH
THOMAS AQUINAS COLLEGE
10000 OJAI ROADSANTA PAULACA93060941698615501(C)(3)$5,000$0BENEFIT THE CATHOLIC CHURCH
CRISTO REY NETWORK
11 E ADAMS STREET 8TH FLOORCHICAGOIL60603043730980501(C)(3)$5,000$0BENEFIT THE CATHOLIC CHURCH
BELLARMINE COLLEGE PREPARATORY
960 WEST HEDDING STSAN JOSECA95126941160938501(C)(3)$10,000$0BENEFIT THE CATHOLIC CHURCH
ST MONICA CATHOLIC PREPARATORY
1011 7TH STSANTA MONICACA90403237071304501(C)(3)$5,000$0BENEFIT THE CATHOLIC CHURCH
CATHOLIC CHARITIES EASTERN WASHINGTON
12 E 5TH AVENUESPOKANEWA99202202823241501(C)(3)$100,000$0BENEFIT THE CATHOLIC CHURCH
ST JAMES CATHEDRAL
804 9TH AVESEATTLEWA98104810567738501(C)(3)$10,000$0BENEFIT THE CATHOLIC CHURCH
SANTA CLARA UNIVERSITY
500 EL CAMINO REALSANTA CLARACA95053941156617501(C)(3)$35,000$0BENEFIT THE CATHOLIC CHURCH
MAYCREST MANOR
920 EAST ALHAMBRA ROADALHAMBRACA91801952564138501(C)(3)$20,000$0BENEFIT THE CATHOLIC CHURCH
HOUSE OF PRAYER FOR PRIESTS
3424 WILSHIRE BOULEVARDLOS ANGELESCA90010951642382501(C)(3)$10,000$0BENEFIT THE CATHOLIC CHURCH
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE BOARD OF DIRECTORS ARE INDIVIDUALLY AND AS A BOARD VERY INVOLVED IN THE CATHOLIC COMMUNITY. AS A RESULT, WHEN GRANTS ARE PROVIDED TO THE CATHOLIC CHARITIES, THE BOARD MEMBERS ARE AWARE OF THE USES OF THE FUNDS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$404,363NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK MARKETMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BDESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. A COPY OF THE 990 AND ITS SUPPORTING STATEMENTS WILL BE MAILED TO THE ORGANIZATION. UPON RECEIPT, THE ORGANIZATION WILL REVIEW THE TAX RETURN AND DISCUSS ANY QUESTIONS OR ISSUES WITH THE PREPARER. UPON THE SATISFACTION OF ANY ISSUES, THE CLIENT WILL INSTRUCT THEIR CPA FIRM TO ELECTRONICALLY FILE THE FINAL RETURN.
FORM 990, PART VI, SECTION B, LINE 12DESCRIBE THE PROCESS USED TO MONITOR AND ENFORCE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THERE ARE NO CONFLICT OF INTEREST, WHISTLEBLOWER, OR DOCUMENT RETENTION POLICIES DUE TO THE FACT THAT THE ORGANIZATION IS VERY SMALL AND HAS NO FULL TIME PAID EMPLOYEES. THE MEMBERS VOLUNTEER TO COMPLETE DUTIES AND PARTICIPATE ON THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS ARE AVAILABLE FOR ANYONE WHO WOULD LIKE TO VIEW THEM. THEY CAN CONTACT ANYONE AT THE FERRY CHARTIABLE FOUNDATION, AND A COPY WILL BE PROVIDED TO THEM.
FORM 990, PART XI, LINE 9:APPRECIATION ON CONTRIBUTED SECURITIES -267,455. BASIS ADJUSTMENT -9,729.
FORM 990, PART VI, LINE 15:DESCRIBE THE PROCESS FOR DETERMINING COMPENSATION OF THE BOARD OF DIRECTORS. NO POLICY IS IN PLACE DUE TO THE FACT THAT NONE OF THE BOARD MEMBERS/OFFICERS ARE COMPENSATED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ROMAN CATHOLIC CHURCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13211 4TH STREET NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200171194ZIPCd
FieldValueIRS element (for citing)
EIN530196617EIN
Primary ActivitiesRELIGIOUS ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 1PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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