2023-10-23T14:05:45-05:00 2022-12-31 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990PF 2022-01-01 201060557 FERREE FOUNDATION FERR 7177358288 229 NORTH DUKE STREET LANCASTER PA 17602 KATHERINE SCHOCK EXEC. DIRECTOR 7177358288 2023-10-17 1 KATHERINE SCHOCK 999009999 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2023-10-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 20562705 X 739420 9615 9615 342244 342244 2324291 7044252 2324291 116176 116176 3531746 2792326 42000 2100 39900 21003 15752 5251 200797 200797 0 32967 2253 200 5726 2463 3263 302493 223365 48614 861300 861300 1163793 223365 909914 2367953 2568961 100 100 100 455528 296993 296993 7393942 7002106 6349601 7476045 10185204 11109691 2500000 2500000 2806320 1724 1724 17825615 19984403 20562705 0 0 X 17825615 19984403 17825615 19984403 17825615 19984403 17825615 2367953 0 20193568 209165 19984403 PUBLICLY TRADED SECURITIES 2021-01-01 2022-12-31 6608835 4719961 1888874 1888874 CAPITAL GAINS DIVIDENDS P 435417 435417 435417 2324291 35709 0 35709 0 35709 22680 0 27000 0 49680 15 13956 13956 0 0 0 0 0 0 0 0 0 0 0 1 1 PA DE 1 0 1 0 0 1 WWW.FERREE-FOUNDATION.ORG KATHERINE SCHOCK 7177358288 229 NORTH DUKE STREET LANCASTER PA 17602 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD J FREDERICK 229 NORTH DUKE ST LANCASTER PA 17602 DIRECTOR 2.00 0 0 0 PAUL W WARE 229 NORTH DUKE ST LANCASTER PA 17602 PRES, TREAS & SEC 2.00 0 0 0 LAYLA DELURIA 229 NORTH DUKE ST LANCASTER PA 17602 DIRECTOR 2.00 0 0 0 KATHERINE SCHOCK 229 NORTH DUKE ST LANCASTER PA 17602 EXECUTIVE DIRECTOR 20.00 42000 0 0 JUDY S WARE 229 NORTH DUKE ST LANCASTER PA 17602 DIRECTOR 2.00 0 0 0 NONE 0 HIRTLE CALLAGHAN FIVE TOWER BRIDGE SUITE 500 300 BARR HARBOR DR WEST CONSHOHOCKEN PA 19428 INVESTMENT SERVICES 113494 0 0 20948614 321023 0 21269637 0 0 21269637 319045 20950592 1047530 1047530 35709 35709 1011821 0 1011821 0 1011821 909914 0 909914 1011821 0 0 71959 67018 59522 198499 909914 0 0 0 909914 0 101907 101907 96592 0 0 0 0 0 0 0 96592 37070 59522 KATHERINE SCHOCK 229 NORTH DUKE STREET LANCASTER PA 17602 7177358288 BEFORE SUBMITTING A COMPLETE APPLICATION TO THE FOUNDATION, ALL APPLICANTS SHOULD SUBMIT A SHORT LETTER OF INQUIRY DESCRIBING THEIR AGENCY AND ITS HISTORY, THEIR MISSION STATEMENT, THE PROPOSED PROJECT WITH AN APPROXIMATE BUDGET, A LIST OF OTHER POSSIBLE FUNDING SOURCES, WHAT THEY WISH TO ACCOMPLISH AND HOW THEY PLAN TO DO IT. ALL INQUIRIES WILL RECEIVE A RESPONSE, EITHER WITH A REQUEST FOR A FULL PROPOSAL OR WITH AN EXPLANATION FOR DENIAL. SEE THE FOUNDATION'S WEBSITE FOR INFORMATION ON SUBMISSION DEADLINES. THE FERREE FOUNDATION CONSIDERS GRANT REQUESTS FOR SPECIFIC PROJECTS, ENDOWMENTS AND, OCCASIONALLY, GENERAL OPERATIONS. GRANTS ARE ONLY MADE TO ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, NOR DOES IT MAKE LOANS. 7TH WARD REUNION PO BOX 1662 LANCASTER PA 17608 PC EVENT SPONSORSHIP 10000 ADVOZ MEDIATION & RESTORATIVE PRACTICES 8 NORTH QUEEN STREET SUITE 210 LANCASTER PA 17603 PC VICTIM OFFENDER CONFERENCE & MAKING PEACE WORKSHOPS 20000 CENTRAL PENN COLLEGE EDUCATION FOUNDATION 600 VALLEY ROAD PO BOX 309 SUMMERDALE PA 17093 PC MEDICAL ASSISTING SCHOLARSHIP PROGRAM 50000 COMMUNITY FIRST FUND 1301 N 2ND STREET PHILADELPHIA PA 19122 PC COMMUNITY FIRST FUND CREDIT UNION 50000 ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELIZABETHTOWN PA 17022 PC CYBER COLLEGE 50000 FRIENDSHIP COMMUNITY 1149 E OREGON PIKE LITITZ PA 17543 PC PURCHASE ADAPTIVE VEHICLE 20000 FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE STREET PO BOX 1865 LANCASTER PA 17608 PC ANNUAL 100000 HOSPICE OF LANCASTER COUNTY 685 GOOD DRIVE LANCASTER PA 17601 PC EXPANSION OF PEDIATRIC PALLIATIVE CARE SERVICES 50000 LANCASTER CONSERVANCY 117 S WEST END AVE LANCASTER PA 17603 PC PROTECT NATURAL LANDS 10000 LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 17603 PC ANNUAL 50000 LANCASTER GENERAL HEALTH FOUNDATION 2110 HARRISBURG PIKE SUITE 205 LANCASTER PA 17601 PC CLINICAL TRIALS - LOCATION/STAFFING 25000 LANCASTER MENNONITE 2176 LINCOLN HIGHWAY LANCASTER PA 17602 PC CAPITAL CAMPAIGN - LINCOLN HIGHWAY CAMPUS 50000 LANCASTER SAFETY COALITION PO BOX 1591 262 CONESTOGA ST LANCASTER PA 17608 PC SURVEILLANCE CAMERA PURCHASE 5000 LANCASTER SCIENCE FACTORY 454 NEW HOLLAND AVE LANCASTER PA 17602 PC HANDS-ON STEM AND MATH WORKSHOPS TO-GO 7500 LANCASTERLEBANON HABITAT FOR HUMANITY 443 FAIRVIEW AVE LANCASTER PA 17603 PC OPEN DOORS BUILDING CAMPAIGN 20000 MUSIC FOR EVERYONE 42 NORTH PRINCE STREET LANCASTER PA 17608 PC INSTRUMENT REPAIR PROGRAM 5000 NORTH MUSEUM 400 COLLEGE AVE LANCASTER PA 17602 PC GENERAL OPERATING 15000 PA GUILD OF CRAFTSMAN 335 N QUEEN STREET LANCASTER PA 17603 PC RETAIL THERAPY SOFTWARE PROGRAM 1300 PENNSYLVANIA COLLEGE OF ART AND DESIGN 204 NORTH PRINCE STREET PO BOX 59 LANCASTER PA 17608 PC FEASIBILITY STUDY 15000 PLANNED PARENTHOOD 31 S LIME ST LANCASTER PA 17602 PC CAPITAL CAMPAIGN 25000 SAMARITAN COUNSELING CENTER 1803 OREGON PIKE LANCASTER PA 17601 PC GENERAL OPERATING 20000 SERVANT STAGE 201 W MAIN STREET STRASBURG PA 17579 PC CHARLES DICKENS' A CHRISTMAS CAROL PERFORMANCE 5000 SPANISH AMERICAN CIVIC ASSOCIATION 453 SOUTH LIME STREET SUITE A LANCASTER PA 17602 PC TUITION FOR LOW-INCOME ENROLLEES AT TEC CENTRO 50000 SUSQUEHANNA SERVICE DOGS 4391 STURBRIDGE DRIVE HARRISBURG PA 17110 PC CAPITAL PURCHASES 7500 UNION COMMUNITY CARE 812 NORTH PRINCE STREET LANCASTER PA 17603 PC MOBILE HEALTHCARE 50000 WILLOW VALLEY MEMORY CARE 100 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 PC WILLOW VALLEY MEMORY CARE CENTER 50000 WORLD OF SCOUTING MUSEUM INC PO BOX 2226 VALLEY FORGE PA 19482 PC GENERAL OPERATING 100000 861300 0 14 9615 14 342244 14 116176 18 2324291 0 2792326 0 2792326 0 0 0 0 0 0 0 0 0 0 X X 1 MARIAN S WARE CHARITABLE LEAD ANNUITY TRUST C/O JP MORGAN ONE LIBERTY PLACE PHILADELPHIA PA 19103 739420 X ACCOUNTING AND AUDITING 21003 15752 5251 MUTUAL FUNDS - EQUITY 7373550 7690961 MUTUAL FUNDS - INTERNATIONAL EQUITY 2811654 3418730 0 0 7002106 6349601 ALTERNATIVE - HEDGE FUNDS AT COST 2500000 2806320 K-1 PASSTHROUGH - HILTE CALLAGHAN SELECT EQUITY 209165 INFORMATION TECHNOLOGY 976 146 830 INSURANCE 4556 2278 2278 OFFICE EXPENSE 194 39 155 K-1 PASSTHROUGH HILTE CALLAGHAN SELECT EQUITY 116176 116176 116176 INVESTMENT ADVISOR AND CUSTODIAN FEES 200797 200797 0 JOHN WARE III CLAT C/O JP MORGAN ONE LIBERTY PLACE PHILADELPHIA PA 19103 MARIAN S WARE CLAT C/O JP MORGAN ONE LIBERTY PLACE PHILADELPHIA PA 19103 EXCISE TAXES 30514 0 0 DE REGISTRATION FEE 200 0 200 FOREIGN TAXES PAID 2253 2253 0