2019-05-15T12:44:15-05:00 2018-12-31 232108173 RKL LLP 3501 CONCORD ROAD PO BOX 21439 YORK PA 17402 990PF 2018-01-01 201060557 FERREE FOUNDATION FERR 7177358288 229 NORTH DUKE STREET LANCASTER PA 17602 PHILIP L CALHOUN EXEC. DIRECTOR 7177358288 2019-05-03 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2019-05-03 50.206.63.222 2019-05-03 13:21:08 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 10BBB5E28B03F71CAA6FEBBD65BB1B463DFB2FBB 2018 2019-02-21 02:37:17Z X 17468905 X 739420 420270 420270 275775 1819120 275775 1435465 696045 47448 2372 45076 3554 0 3554 7588 1340 6248 13150 9863 3287 96382 96382 0 12438 0 0 274 55 219 3386 399 2987 184220 110411 61371 897500 897500 1081720 110411 958871 353745 585634 100 100 100 653735 852868 852868 4166085 5055013 4930439 9310621 8576222 11166263 500000 500000 519235 1724 1724 14630541 14984203 17468905 1650 1567 1650 1567 X 14628891 14982636 14628891 14982636 14630541 14984203 14628891 353745 0 14982636 0 14982636 PUBLICLY TRADED SECURITIES 1512000 1543345 -31345 -31345 CAPITAL GAINS DIVIDENDS P 307120 307120 307120 275775 0 919198 17133574 0.053649 1052759 15280915 0.068894 1268420 15971765 0.079416 1097955 16524446 0.066444 1115987 15081184 0.073999 0.342402 0.068480 18071311 1237523 5856 1243379 958871 11713 0 11713 0 11713 9440 0 0 9440 X 89 2362 0 0 0 0 0 0 0 0 0 0 1 1 PA DE 1 0 1 0 0 1 WWW.FERREE-FOUNDATION.ORG PHILIP L CALHOUN 7177358288 229 NORTH DUKE STREET LANCASTER PA 17602 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL W WARE 229 NORTH DUKE ST LANCASTER PA 17602 PRES, TREAS & SEC 2.00 0 0 0 RONALD J FREDERICK 229 NORTH DUKE ST LANCASTER PA 17602 DIRECTOR 2.00 0 0 0 JUDY S WARE 229 NORTH DUKE ST LANCASTER PA 17602 DIRECTOR 2.00 0 0 0 LAYLA DELURIA 229 NORTH DUKE ST LANCASTER PA 17602 DIRECTOR 2.00 0 0 0 PHILIP L CALHOUN 229 NORTH DUKE ST LANCASTER PA 17602 EXECUTIVE DIRECTOR 20.00 47448 0 0 NONE 0 HIRTLE CALLAGHAN FIVE TOWER BRIDGE SUITE 500 300 BARR HARBOR DR WEST CONSHOHOCKEN PA 19428 INVESTMENT SERVICES 96382 0 0 18037332 309177 0 18346509 0 0 18346509 275198 18071311 903566 903566 11713 11713 891853 0 891853 0 891853 958871 0 958871 0 958871 891853 0 0 374457 291416 493827 295018 71959 1526677 958871 0 0 0 891853 67018 0 0 1593695 0 0 0 0 0 0 374457 1219238 291416 493827 295018 71959 67018 PAUL W WARE PHILIP L CALHOUN 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. ONE REQUEST FOR EACH PROJECT MAY BE SUBMITTED IN THE CALENDAR YEAR PRIOR TO SEPTEMBER 15TH. 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. ARCH STREET CENTER 629 NORTH MARKET STREET LANCASTER PA 17603 PC FOOD AND PANTRY NEEDS 5000 ARCHIE'S MATH PO BOX 98 LANCASTER PA 176080098 PC GENERAL OPERATING 18000 BOY SCOUTS OF AMERICA CHESTER COUNTY COUNCIL 504 SOUTH CONCORD ROAD WEST CHESTER PA 193825261 PC ANNUAL FUND 3500 BOYS & GIRLS CLUB PO BOX 104 LANCASTER PA 17608 PC CLUBHOUSE RENOVATIONS 10000 CASA 35 E ORANGE STREET STE 202 LANCASTER PA 17602 PC GENERAL OPERATING 25000 COMMON WHEEL 701 E KING STREET LANCASTER PA 176022790 PC GENERAL OPERATING 5000 ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELIZABETHTOWN PA 170222298 PC THE WARE COLLOQUIUM ON PEACEMAKING AND GLOBAL CITIZENSHIP 50000 ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELIZABETHTOWN PA 170222298 PC CYBER COLLEGE KICK OFF 10000 FRANKLIN & MARSHALL COLLEGE PO BOX 3003 LANCASTER PA 176043003 PC ANNUAL FUND 4000 FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE STREET PO BOX 1865 LANCASTER PA 176081865 PC ANNUAL 100000 FULTON OPERA HOUSE FOUNDATION 12 NORTH PRINCE STREET PO BOX 1865 LANCASTER PA 176081865 PC GENERAL OPERATING 1000 GIRL SCOUTS OF EASTERN PENNSYLVANIA POBOX 27540 PHILADELPHIA PA 19118 PC ANNUAL FUND 1000 LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 176032491 PC DARE TO BE GREAT CAMPAIGN 50000 LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 176032491 PC ANNUAL 2000 LANCASTER COUNTY COUNCIL OF CHURCHES 344 NORTH MARSHALL STREET LANCASTER PA 17602 PC FRESH FOOD INITATIVE 20000 LANCASTER GENERAL HEALTH 609 NORTH CHERRY STREET PO BOX 3555 LANCASTER PA 176043555 PC ANNUAL 1000 LANCASTER HISTORYORG 230 N PRESIDENT AVENUE LANCASTER PA 17603 PC CAPITAL CAMPAIGN 150000 LANCASTER PUBLIC LIBRARY 125 NORTH DUKE STREET LANCASTER PA 17602 PC GENERAL OPERATING 25000 LANCASTER SCIENCE FACTORY 454 NEW HOLLAND AVE LANCASTER PA 17602 PC GENERAL OPERATING 25000 LANCASTER SCIENCE FACTORY 454 NEW HOLLAND AVE LANCASTER PA 17602 PC NEW DIRECTOR SALARY 18500 LANCASTER SYMPHONY ORCHESTRA 226 N ARCH STREET PO BOX 1281 LANCASTER PA 176081281 PC ANNUAL FUND 7000 LANCASTER YWCA 110 N LIME STREET LANCASTER PA 17602 PC GENERAL OPERATING 1500 LANCASTERHISTORYORG (PROVIDENCE PROJECT MU & LHO) 230 N PRESIDENT AVENUE LANCASTER PA 17603 PC RESEARCH INITIATIVE 30000 LATIN AMERICAN ALLIANCE 506 OAK GROVE DRIVE LANCASTER PA 17601 PC GENERAL OPERATING 5000 MID PENN LEGAL SERVICES 38 NORTH CHRISTIAN STREET SUITE 200 LANCASTER PA 17602 PC MEDICAL LEGAL PARTNERSHIP PROJECT 10000 MILLERSVILLE UNIVERSITY OFFICE OF THE VP PO BOX 1002 MILLERSVILLE PA 17551 PC SOAR TO GREATNESS 70000 MUSIC FOR EVERYONE 42 NORTH PRINCE STREET LANCASTER PA 17603 PC BECOME A ROCK STAR 25000 NORTH MUSEUM 400 COLLEGE AVE LANCASTER PA 17603 PC GENERAL OPERATING 15000 PENN SQUARE MUSIC FESTIVAL 16 HEDGEWOOD AVENUE RONKS PA 17572 PC GENERAL OPERATING 10000 POWERPACKS PROJECT 1006 NEW HOLLAND AVENUE LANCASTER PA 17601 PC GENERAL OPERATING 25000 RESOURCES FOR HUMAN DEVELOPMENTWOMEN'S MEDICAL FUND PO BOX 40748 PHILADELPHIA PA 19107 PC GENERAL OPERATING 5000 SACA DEVELOPMENT CORPORATION 453 S LIME STREET SUITE B LANCASTER PA 17602 PC TEC CENTRO BILINGUAL TECH CENTER 10000 SAMARITAN COUNSELING CENTER 1803 OREGON PIKE LANCASTER PA 17601 PC GENERAL OPERATING 10000 SOUTHEAST LANCASTER HEALTH S 333 ARCH STREET LANCASTER PA 17602 PC PRENATAL CARE 10000 THADDEUS STEVENS COLLEGE 750 E KING STREET LANCASTER PA 17602 PC GENERAL OPERATING 8000 THE PENNSYLVANIA DUTCH COUNCIL INC 630 JANET AVENUE SUITE B114 LANCASTER PA 196014582 PC ANNUAL FUND 4000 UNITED WAY OF LANCASTER COUNTY COMMUNITY SERVICES CENTER 630 JANET AVENUE LANCASTER PA 176014589 PC ANNUAL FUND 1000 WATER FOR PEOPLE 100 EAST TENNESSEE AVENUE DENVER CO 80209 PC ANNUAL FUND 2000 WORLD OF SCOUTING MUSEUM INC PO BOX 2226 VALLEY FORGE PA 194822226 PC GENERAL OPERATING 125000 897500 0 14 420270 18 275775 EXCISE TAX REFUND 0 696045 0 696045 11A REFUND OF PREVIOUSLY OVERPAID EXCISE TAXES 0 0 0 0 0 0 0 0 0 0 X X 1 MARIAN S WARE CHARITABLE LEAD ANNIUTY TRUST C/O JP MORGAN ONE LIBERTY PLACE PHILADELPHIA PA 19103 739420 X ACCOUNTING AND AUDITING 13150 9863 3287 MUTUAL FUNDS - EQUITY 3517885 5746698 MUTUAL FUNDS - INTERNATIONAL EQUITY 5058337 5419565 0 0 5055013 4930439 ALTERNATIVE - HEDGE FUNDS AT COST 500000 519235 DUES AND SUBSCRIPTIONS 2379 238 2141 OFFICE EXPENSE 304 61 243 INFORMATION TECHNOLOGY 646 97 549 OTHER MISCELLANEOUS EXPENSES 57 3 54 INVESTMENT ADVISOR AND CUSTODIAN FEES 96382 96382 0 JOHN WARE III CLAT C/O JP MORGAN ONE LIBERTY PLACE PHILADELPHIA PA 19103 PAUL WARE 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 12438 0 0