2018-04-24T15:03:52-05:00 2017-12-31 232108173 RKL LLP 3501 CONCORD ROAD PO BOX 21439 YORK PA 17402 990PF 2017-01-01 201060557 FERREE FOUNDATION FERR 7177358288 229 NORTH DUKE STREET LANCASTER PA 17602 PHILIP L CALHOUN EXEC. DIRECTOR 7177358288 2018-04-12 1 DOUGLAS L BERMAN P01269555 7178433804 2018-04-04 2017 2022-09-23 18:48:47Z X 19080454 X 754732 6100 6100 382605 382605 186909 878951 186909 11253 0 1341599 575614 47448 2372 45076 4633 0 4633 5426 221 5205 12600 9450 3150 90029 90029 0 176 35 141 5492 1499 3993 165804 103606 62198 857000 857000 1022804 103606 919198 318795 472008 100 100 100 1404397 653735 653735 3273577 4166085 4173302 9133567 9310621 13739583 500000 500000 513734 1724 1724 14311641 14630541 19080454 1545 1650 1545 1650 X 14310096 14628891 14310096 14628891 14311641 14630541 14310096 318795 0 14628891 0 14628891 PUBLICLY TRADED SECURITIES 650000 692042 -42042 -42042 CAPITAL GAINS DIVIDENDS P 228951 228951 228951 186909 0 1052759 15280915 0.068894 1268420 15971765 0.079416 1097955 16524446 0.066444 1115987 15081184 0.073999 1287084 13921510 0.092453 0.381206 0.076241 17133574 1306281 4720 1311001 919198 9440 0 9440 0 9440 6500 0 0 6500 X 58 2998 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 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 81386 0 0 16623553 770938 0 17394491 0 0 17394491 260917 17133574 856679 856679 9440 9440 847239 0 847239 0 847239 919198 0 919198 0 919198 847239 0 0 603109 374457 291416 493827 295018 2057827 919198 0 0 0 847239 71959 0 0 2129786 0 0 0 0 0 0 603109 1526677 374457 291416 493827 295018 71959 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 15000 ARCHIE'S PLACE PO BOX 98 LANCASTER PA 176080098 PC ARCHIE'S ADDVENTURE 10000 ASSETS 100 SOUTH QUEEN STREET LANCASTER PA 17603 PC WOMEN'S BUSINESS CENTER 10000 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 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 EMPOWER PACKS PROGRAM 1006 NEW HOLLAND AVENUE LANCASTER PA 19601 PC EMPOWER PACKS PROGRAM 15000 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 IN THE HEART OF PA 350 HALE AVE PO BOX 2837 HARRISBURG PA 171052837 PC ANNUAL FUND 4000 GIRL SCOUTS OF EASTERN PENNSYLVANIA POBOX 27540 PHILADELPHIA PA 19118 PC ANNUAL FUND 1000 GOV AWARDS FOR THE ARTS IN PA 115 EAST KING STREET LANCASTER PA 17602 PC GOVERNOR'S ARTS AWARD PROGRAM 5000 HANDZ ON HOPE 20 EAST JAMES STREET LANCASTER PA 17602 PC NULIFE PROJECT 5000 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 INIATIVE 10000 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 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 CONDUCTORS POSITION FUND 50000 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 16500 MID PENN LEGAL SERVICES 38 NORTH CHRISTIAN STREET SUITE 200 LANCASTER PA 17602 PC MEDICAL LEGAL PARTNERSHIP PROGRAM 10000 MILLERSVILLE UNIVERSITY OFFICE OF THE VP PO BOX 1002 MILLERSVILLE PA 17551 PC SOAR TO GREATNESS 100000 NORTH MUSEUM 400 COLLEGE AVE LANCASTER PA 17603 PC GENERAL OPERATING 15000 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 SCHREIBER PEDS REHAB CENTER 625 COMMUNITY WAY LANCASTER PA 17603 PC INFANT CHILD CARE PROGRAM 10000 SOUTHEAST LANCASTER HEALTH S 333 ARCH STREET LANCASTER PA 17602 PC PRENATAL CARE 6500 THE PENNSYLVANIA DUTCH COUNCIL INC 630 JANET AVENUE SUITE B114 LANCASTER PA 196014582 PC ANNUAL FUND 4000 THE STONE INDEPENDENT SCHOOL 43 N LIME STREET LANCASTER PA 17602 PC START-UP FUNDING FOR THE SCHOOL DEVELOPMENT & GRANTS OFFICE 25000 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 115000 857000 0 14 6100 14 382605 18 186909 EXCISE TAX REFUND 11253 0 575614 11253 586867 11A REFUND OF PREVIOUSLY OVERPAID EXCISE TAXES 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN H WARE III CHARITABLE LEAD ANNUITY TRUST C/O JP MORGAN ONE LIBERTY PLACE PHILADELPHIA PA 19103 15312 X 2 MARION S WARE CHARITABLE LEAD ANNIUTY TRUST C/O JP MORGAN ONE LIBERTY PLACE PHILADELPHIA PA 19103 739420 X ACCOUNTING AND AUDITING 12600 9450 3150 MUTUAL FUNDS - EQUITY 5750141 6492969 MUTUAL FUNDS - INTERNATIONAL EQUITY 3560480 7246614 0 0 4166085 4173302 ALTERNATIVE - HEDGE FUNDS AT COST 500000 513734 DUES AND SUBSCRIPTIONS 2443 244 2199 OFFICE EXPENSE 200 40 160 INFORMATION TECHNOLOGY 599 90 509 INSURANCE 2250 1125 1125 EXCISE TAX REFUND 11253 11253 INVESTMENT ADVISOR AND CUSTODIAN FEES 90001 90001 0 OTHER PROFESSIONAL 28 28 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