2025-09-23T12:38:15-05:00 2024-12-31 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990PF 2024-01-01 201060557 FERREE FOUNDATION FERR 7177358288 229 NORTH DUKE STREET LANCASTER PA 17602 KATHERINE SCHOCK EXEC. DIRECTOR 7177358288 2025-09-04 1 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2025-09-04 2024 2025-03-06 01:10:19Z X 24491611 X 0 X 9260 9260 600585 600585 1704253 3825746 1704253 127776 127776 2441874 2441874 51500 2575 48925 23898 17924 5974 178523 178523 0 16761 2050 0 8121 3036 5085 278803 204108 59984 1118638 1118638 1397441 204108 1178622 1044433 2237766 100 100 100 757975 92582 92582 7023730 8287432 7743347 10916833 10954594 12699079 2500000 2500000 3956503 1724 1724 21198638 21834708 24491611 0 0 X 21198638 21834708 21198638 21834708 21198638 21834708 21198638 1044433 0 22243071 408363 21834708 PUBLICLY TRADED SECURITIES 2276666 2121493 155173 155173 K-1 PASSTHROUGH - 1256 GAIN 87044 87044 87044 K-1 PASSTHROUGH - CAPITAL GAINS 190958 190958 190958 CAPITAL GAINS DIVIDENDS P 1271078 1271078 1271078 1704253 31105 0 31105 0 31105 28000 0 8234 0 36234 X 167 4962 4962 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 KATHERINE SCHOCK 229 NORTH DUKE ST LANCASTER PA 17602 EXECUTIVE DIRECTOR 20.00 51500 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 137076 0 0 23770775 401159 0 24171934 0 0 24171934 362579 23809355 1190468 1190468 31105 31105 1159363 0 1159363 0 1159363 1178622 0 1178622 1159363 0 0 20244 20244 1178622 0 0 0 1159363 19259 0 0 39503 0 0 0 0 0 0 20244 19259 19259 KATHERINE SCHOCK 229 NORTH DUKE STREET LANCASTER PA 17602 7177358288 SEE THE FOUNDATION'S WEBSITE FOR INFORMATION ON SUBMISSION GUIDELINES - WWW.FERREE-FOUNDATION.ORG SEE THE FOUNDATION'S WEBSITE FOR INFORMATION ON SUBMISSION DEADLINES. 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AARONS ACRES 1861 CHARTER LN 114 LANCASTER PA 17601 PC 2024 GRANT 15000 ARCH STREET CENTER 629 NORTH MARKET STREET LANCASTER PA 17603 PC 2024 GRANT 15000 CENTRAL MARKET TRUST 23 NORTH MARKET STREET LANCASTER PA 17603 PC 2024 GRANT 30000 CROSSNET MINISTRIES 127 W FRANKLIN ST NEW HOLLAND PA 17557 PC 2024 GRANT 10000 ECHOS 105 E WASHINGTON ST ELIZABETHTOWN PA 17022 PC 2024 GRANT 15000 FRANKLIN & MARSHALL COLLEGE PO BOX 3003 LANCASTER PA 176043003 PC WARE INSTITUTE OF CIVIC ENGAGEMENT 400000 FRANKLIN & MARSHALL COLLEGE PO BOX 3003 LANCASTER PA 176043003 PC WARE COLLEGE HOUSE PROGRAM ENDOWMENT 100000 FULTON THEATRE 12 N PRINCE ST LANCASTER PA 17603 PC 2024 GRANT 100000 GOOD SAMARITAN SERVICES 25 W LOCUST ST EPHRATA PA 17522 PC 2024 GRANT 16920 HOPE INSPIRE LOVE PO BOX 10995 LANCASTER PA 17603 PC 2024 GRANT 25000 LANCASTER CONSERVANCY 117 S WEST END AVE LANCASTER PA 17603 PC 2024 GRANT 10000 LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 176032491 PC 2024 GRANT 50000 LANCASTER COUNTY CHRISTIAN SCHOOL 2390 NEW HOLLAND PIKE LANCASTER PA 17601 PC 2024 GRANT 5000 LANCASTER COUNTY FOOD HUB 812 N QUEEN ST LANCASTER PA 17603 PC 2024 GRANT 50000 LANCASTER SCIENCE FACTORY 454 NEW HOLLAND AVE LANCASTER PA 17602 PC 2024 GRANT 22880 LANCASTERLEBANON HABITAT FOR HUMANITY 443 FAIRVIEW AVE LANCASTER PA 17603 PC 2024 GRANT 50000 LONG'S PARK ART FESTIVAL 1441 HARRISBURG PIKE LANCASTER PA 17601 PC 2024 GRANT 4000 LOWER SUSQUEHANNA RIVERKEEPER ASSOCIATION 338 S FRONT ST LANCASTER PA 17368 PC 2024 GRANT 25000 MT HOPE NAZARENE RETIREMENT COMMUNITY 3026 MT HOPE HOME RD MANHEIM PA 17545 PC 2024 GRANT 5000 NORTH MUSEUM 400 COLLEGE AVE LANCASTER PA 17603 PC 2024 GRANT 40000 OXFORD AREA HISTORICAL ASSOCIATION 119 S 5TH ST OXFORD PA 19363 PC 2024 GRANT 20000 PARISH RESOURCE CENTER 2160 LINCOLN HWY E 18 LANCASTER PA 17602 PC 2024 GRANT 10000 PENNSYLVANIA COLLEGE OF ART AND DESIGN 204 NORTH PRINCE STREET PO BOX 59 LANCASTER PA 17608 PC 2024 GRANT 20000 POGIL 713 COLLEGE AVENUE PO BOX 3003 LANCASTER PA 176043003 PC 2024 GRANT 3588 SAMARITAN COUNSELING CENTER 1803 OREGON PIKE LANCASTER PA 17601 PC 2024 GRANT 50000 SCHREIBER PEDIATRIC REHAB CENTER 625 COMMUNITY WAY LANCASTER PA 17603 PC 2024 GRANT 3250 SERVANT STAGE 201 W MAIN STREET STRASBURG PA 17579 PC 2024 GRANT 8000 VISIONCORPS 244 N QUEEN ST LANCASTER PA 17603 PC 2024 GRANT 15000 1118638 0 14 9260 14 600585 14 127776 18 1704253 0 2441874 0 2441874 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND AUDITING 23898 17924 5974 MUTUAL FUNDS - EQUITY 7430926 8582106 MUTUAL FUNDS - INTERNATIONAL EQUITY 3523668 4116973 0 0 8287432 7743347 ALTERNATIVE - HEDGE FUNDS AT COST 2500000 3956503 K-1 PASSTHROUGH - HILTE CALLAGHAN SELECT EQUITY 408363 INFORMATION TECHNOLOGY 1949 292 1657 INSURANCE 5297 2649 2648 OFFICE EXPENSE 100 20 80 DUES AND SUBSCRIPTIONS 750 75 675 LISCENSE AND REGISTRATION 25 0 25 K-1 PASSTHROUGH HILTE CALLAGHAN SELECT EQUITY 127776 127776 127776 INVESTMENT ADVISOR AND CUSTODIAN FEES 178523 178523 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 14131 0 0 FOREIGN TAXES PAID 2050 2050 0 EXCISE TAX PENALTY 580 0 0