2023-10-04T20:10:17-05:00 2022-11-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 90801 990 2021-12-01 954572960 THE FERRY FAMILY CHARITABLE FOUNDATION KORN/FERRY INTERNATIONAL FERR 2062584261 1023 COLUMBIA STREET SEATTLE WA 98104 RICHARD FERRY PRESIDENT 2062584261 2023-09-28 1 RICHARD FERRY 999009999 DONITA JOSEPH P00286656 5624351191 2023-09-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RICHARD FERRY 1023 COLUMBIA STREET SEATTLE WA 98104 5176535 0 X N/A X 1995 CA TO SUPPORT THE ROMAN CATHOLIC CHURCH. 4 4 0 4 0 0 812032 1100000 0 0 1198645 347287 1843 -929468 2012520 517819 382500 542500 0 0 0 0 0 0 0 65881 92770 448381 635270 1564139 -117451 12576317 12458866 0 0 12576317 12458866 TO SUPPORT THE ROMAN CATHOLIC CHURCH. 0 0 581319 542500 PROVIDES CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS THAT ARE DIRECTLY INVOLVED WITH AND PROVIDE SUPPORT TO THE ROMAN CATHOLIC CHURCH. 581319 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X TIEDEMANN ADVISORS 2067483670 601 UNION STREET SUITE 3315 SEATTLE WA 98101 X RICHARD M FERRY PRESIDENT & DIRECTOR 2.00 X X 0 0 0 MARGARET FERRY OREM SECRETARY 2.00 X X 0 0 0 MONSIGNOR GREGORY COX CFO & DIRECTOR 1.00 X X 0 0 0 PETER W MULLIN VP & DIRECTOR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 1100000 1100000 291212 291212 4714791 4658716 56075 56075 56075 CLASS ACTION SETTLEMENT 900099 45 45 MULTI-INSIGHT SOLUTION, LLC OFFSH 900099 -20884 -20884 MULTI-STRATEGY SEGREGATED PORTFOL 900099 -46903 -46903 -861726 -861726 -929468 517819 0 0 -582181 542500 542500 45430 38500 6930 46208 46208 CUSTODY EXPENSE 610 610 MISCELLANEOUS EXPENSES 319 319 TAXES & LICENSES 203 203 635270 581319 53951 0 5250 104540 6907028 9179861 5664039 3174465 12576317 12458866 0 0 X 12576317 12458866 0 0 0 0 12576317 12458866 12576317 12458866 -117451 0 X 0 0 0 X X 1 ROMAN CATHOLIC CHURCH 530196617 1 1 542500 0 1 542500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 730298 194673 730298 194673 0 0 48096 975721 7996 7543 674206 -788591 11633418 11176222 298504 314412 2202828 1701246 14134750 13191880 0 0 0 14134750 13191880 212021 197878 13922729 12994002 487296 454790 0 0 487296 454790 674206 573075 487296 573075 0 573075 542500 0 38819 0 0 0 581319 542500 573075 94.660000000000 573075 0 0 0 0 0 10844 10844 0 10844 0 0 581319 0 562231 19088 0 0 19088 0 0 0 0 19088 SCHEDULE A, PART IV, SECTION D, QUESTION 3: MSGR 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MULTI-INSIGHTS SOLUTIONS, LLC OFFSHORE FUND (PRIVATE EQUITY FUND) 23422 C WORLD EQUITY FUND 1473219 C GLOBAL LONG/SHORT FUND 561925 C MUTLI STRATEGY FUND 1115899 C 3174465 1 CATHOLIC CHARITIES OF LOS ANGELES 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 951690973 501(C)(3) 50000 0 BENEFIT THE CATHOLIC CHURCH CATHOLIC EDUCATION FOUNDATION 3424 WILSHIRE BOULEVARD 3RD FLOOR LOS ANGELES CA 90010 756725640 501(C)(3) 45000 0 BENEFIT THE CATHOLIC CHURCH FULCRUM FOUNDATION 710 9TH AVE SEATTLE WA 98104 161616262 501(C)(3) 120000 0 BENEFIT THE CATHOLIC CHURCH IRISH EDUCATIONAL DEVELOPMENT FOUNDATION 436 WEST 47TH STREET UNIT 3A NEW YORK NY 10036 133087500 501(C)(3) 5000 0 BENEFIT THE CATHOLIC CHURCH MATT TALBOT CENTER 2313 3RD AVENUE SEATTLE WA 98121 951585652 501(C)(3) 40000 0 BENEFIT THE CATHOLIC CHURCH PRIESTS FOR LIFE PO BOX 141172 STATEN ISLAND NY 10314 943123315 501(C)(3) 5000 0 BENEFIT THE CATHOLIC CHURCH PROVIDENCE MOUNT ST VINCENT 4831 35TH AVE SW SEATTLE WA 98126 911188119 501(C)(3) 5000 0 BENEFIT THE CATHOLIC CHURCH THOMAS AQUINAS COLLEGE 10000 OJAI ROAD SANTA PAULA CA 93060 941698615 501(C)(3) 5000 0 BENEFIT THE CATHOLIC CHURCH CRISTO REY NETWORK 11 E ADAMS STREET 8TH FLOOR CHICAGO IL 60603 043730980 501(C)(3) 120000 0 BENEFIT THE CATHOLIC CHURCH BELLARMINE COLLEGE PREPARATORY 960 WEST HEDDING ST SAN JOSE CA 95126 941160938 501(C)(3) 10000 0 BENEFIT THE CATHOLIC CHURCH SAINT JOHNN'S HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 956100079 501(C)(3) 7500 0 BENEFIT THE CATHOLIC CHURCH ST MONICA CATHOLIC PREPARATORY 1011 7TH ST SANTA MONICA CA 90403 237071304 501(C)(3) 2500 0 BENEFIT THE CATHOLIC CHURCH ORDER OF MALTA 610 16TH ST STE 410 OAKLAND CA 94612 237450840 501(C)(3) 27500 0 BENEFIT THE CATHOLIC CHURCH CATHOLIC CHARITIES EASTERN WASHINGTON 12 E 5TH AVENUE SPOKANE WA 99202 202823241 501(C)(3) 100000 0 BENEFIT THE CATHOLIC CHURCH 14 PART I, LINE 2: THE 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. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE 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 12 DESCRIBE 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 19 DESCRIBE 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 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. ROMAN CATHOLIC CHURCH 3211 4TH STREET NE WASHINGTON DC 200171194 530196617 RELIGIOUS ORGANIZATION DC 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0