2014-05-13T13:30:50-05:00 2013-12-31 232108173 REINSEL KUNTZ LESHER LLP 3501 CONCORD ROAD PO BOX 21439 YORK PA 17402 990PF 2013-01-01 201060557 FERREE FOUNDATION FERR 7177358288 229 NORTH DUKE STREET LANCASTER PA 17602 PHILIP L CALHOUN EXEC DIRECTOR 7177358288 2014-05-06 1 DOUGLAS L BERMAN P01269555 7178433804 2014-05-05 2013 2015-12-30 17:16:21Z X 16976371 X 770044 3060 3060 346087 346087 369701 2342247 369701 1488892 718848 47448 2372 45076 2119 0 2119 4201 142 4059 12055 9041 3014 83951 79935 4016 12881 0 0 116 23 5860 871 4989 168631 92384 63273 1052714 1052714 1221345 92384 1115987 267547 626464 100 100 100 842371 711192 711192 3296783 4053258 4047281 8632315 7775773 11717750 0 500000 500000 1724 1676 164 48 48 12771733 13040371 16976371 270 1361 270 1361 X 12771463 13039010 12771463 13039010 12771733 13040371 12771463 267547 0 13039010 0 13039010 PUBLICILY TRADED SECURITIES P 2342247 1972546 369701 369701 369701 0 1287084 13921510 0.092453 989830 13803311 0.071710 5981095 13073501 0.457498 2018328 13006956 0.155173 2317217 16448794 0.140875 0.917709 0.183542 15081184 2768031 6265 2774296 1115987 12529 0 12529 0 12529 9129 9129 X 86 3486 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 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 DRIV WEST CONSHOHOCKEN PA 19428 INVESTMENT SERVICES 79935 0 0 14584260 726587 0 15310847 0 0 15310847 229663 15081184 754059 754059 12529 12529 741530 0 741530 0 741530 1115987 0 1115987 0 1115987 741530 0 0 1502721 1372136 5347742 308016 603109 9133724 1115987 0 0 0 741530 374457 0 0 9508181 0 0 0 0 0 0 1502721 8005460 1372136 5347742 308016 603109 374457 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. 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EQUITY 3558225 5869458 MUTUAL FUNDS - INTERNATIONAL EQUITY 4217548 5848292 0 0 4053258 4047281 ALTERNATIVE - HEDGE FUNDS AT COST 500000 500000 FURNITURE AND EQUIPMENT 1724 1676 48 48 DUES AND SUBSCRIPTIONS 1829 183 1646 OFFICE EXPENSE 1661 332 1329 INFORMATION TECHNOLOGY 2370 356 2014 PAYROLL TAXES WITHHELD 270 1361 INVESTMENT ADVISOR AND CUSTODIAN FEES 79935 79935 0 OTHER PROFESSIONAL FEES 4016 0 4016 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 12881 0 0