FERRY FAMILY CHARITABLE FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
FERRY FAMILY CHARITABLE FOUNDATION (EIN 95-4572960)
Tax period
2009-12-01 to 2010-11-30
Filed
2011-04-14
IRS object ID
201121049349300327
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-04-14T16:03:13-05:00Timestamp
Tax Period End Date2010-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WINDES & McCLAUGHRY ACCT CORPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code908010087ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954572960EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE FERRY FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFERRNameControl
Phone2069579067Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line116000 Christensen Rd Suite 101 NoAddressLine1
Address Line2101AddressLine2
CitySeattleCity
StateWAState
ZIP Code98188ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD FERRYName
TitlePresidentTitle
Phone2069579067Phone
Date Signed2011-04-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBrian D YackerName
Phone5624351191Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRICHARD FERRYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line116000 Christensen Rd Suite 101 NoAddressLine1
Address Line2101AddressLine2
CitySeattleCity
StateWAState
ZIP Code98188ZIPCode
FieldValueIRS element (for citing)
Gross Receipts7626701GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionPROVIDE SUPPORT TO CHARITIES WHICH BENEFIT THE ROMAN CATHOLIC CHURCHActivityOrMissionDescription
Nbr Voting Members Governing Body4NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers4TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-31820InvestmentIncomePriorYear
Investment Income Current Year420485InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year-31820TotalRevenuePriorYear
Total Revenue Current Year420485TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year257500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY243383GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year55533OtherExpensePriorYear
Other Expenses Current Year57397OtherExpensesCurrentYear
Total Expenses Prior Year313033TotalExpensesPriorYear
Total Expenses Current Year300780TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-344853RevenuesLessExpensesPriorYear
Revenues Less Expenses CY119705RevenuesLessExpensesCY
Total Assets BOY8332000TotalAssetsBOY
Total Assets EOY8451705TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8332000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8451705NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDES SUPPORT TO CHARITIES WHICH BENEFIT THE ROMAN CATHOLIC CHURCH.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense243383Expense
Grants243383Grants
DescriptionPROVIDES CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS THAT ARE DIRECTLY INVOLVED WITH AND PROVIDE SUPPORT TO THE ROMAN CATHOLIC CHURCH.Description
Total Program Service Expense243383TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported0BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members4NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JOHN DI CARLOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5624351191TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90801ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Richard M Ferry
President & Director2.00XX000
Maude M Ferry
Secretary2.00XX000
Monsignor Gregory Cox
CFO & Director1.00XX000
Peter W Mullin
VP & Director1.00XX000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column192616TotalRevenueColumn
Exclusion$192,616ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7434085Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7206216Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities227869Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column227869TotalRevenueColumn
Exclusion$227,869ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column420485TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$420,485ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total243383Total
Program Services243383ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total5725Total
Management And General5725ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total51299Total
Management And General51299ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total328Total
Management And General328ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionTAXES & LICENSESDescription
Total45Total
Management And General45ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total300780Total
Program Services243383ProgramServices
Management And General57397ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY115295BOY
EOY3724748EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8216705BOY
EOY4726957EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8332000BOY
EOY8451705EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY8332000BOY
EOY8451705EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8332000BOY
EOY8451705EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8332000BOY
EOY8451705EOY
FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 OtherXSupportingOrg509a3Type3Other
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (10 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
Catholic Comm Svc
9115856521011$58,333
fulcrum foundation
1616162621011$55,000
catholic char of LA
9516909737011$50,000
St John's Hlth Ctr Fdn
9561000797011$25,000
Order of Malta
2374508407011$15,000
seattle university
9105650062011$11,000
Catholic Edu Fdn
7517256401011$10,000
Matt Talbot Center
3910781987011$10,000
Priests for Life
9431233157011$5,000
St Monica Catholic Ch
9107242441011$4,050
FieldValueIRS element (for citing)
Total Number Of Supported Orgs10TotalNumberOfSupportedOrgs
Sum Of Amounts243383SumOfAmounts
General ExplanationSchedule A, Part IV, Supplemental Information: The Ferry Family Charitable Foundation is organized to support the Roman Catholic Church and charities that benefit the Roman Catholic Church. Each grant recipient is either operated under a Catholic Archdiocese, or is a public charity that supports the charter of the Catholic Church. One of the board members is a monsignor and the Executive Director of Catholic Charities of Los Angeles, a catholic social service provider. Any grant recipient has a longstanding history with the Foundation and the Catholic Church, which is verified by the monsignor as the representative of the church.GeneralExplanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Catholic Community Services of Western Washington
100 23rd Avenue SouthSeattleWA981442302911585652501(C)(3)58333BENEFIT THE CATHOLIC CHURCH
Fulcrum Foundation
910 Marion StreetSeattleWA98104161616262501(C)(3)55000BENEFIT THE CATHOLIC CHURCH
Catholic Charities of Los Angeles
1531 JAMES M WOOD BOULEVARDLOS ANGELESCA90015530196620501(C)(3)50000BENEFIT THE CATHOLIC CHURCH
Seattle University
901 12TH AVENUE PO BOX 222000SEATTLEWA98122910565006501(C)(3)11000BENEFIT THE CATHOLIC CHURCH
St John's Heath Center Foundation
1328 TWENTY SECOND STREETSANTA MONICACA90404951684082501(C)(3)25000BENEFIT THE CATHOLIC CHURCH
Order of Malta
465 California Street Suite 818San FranciscoCA94104237450840501(C)(3)15000BENEFIT THE CATHOLIC CHURCH
Matt Talbot Center
2613 W North AvenueMilwaukeeWI53205391078198501(C)(3)10000BENEFIT THE CATHOLIC CHURCH
Catholic Education Foundation
3424 Wilshire Boulevard 3rd FloorLos AngelesCA90010756725640501(C)(3)10000BENEFIT THE CATHOLIC CHURCH
Priests for Life
20 Ebbitts StreetStaten IslandNY10306943123315501(C)(3)5000BENEFIT THE CATHOLIC CHURCH
St Monica Catholic Church
4311 88th Ave SeMercer IslandWA98040910724244501(C)(3)4050BENEFIT THE CATHOLIC CHURCH
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants10TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: The board of directors are individually and as a board very involved in the Catholic community. As a result, when grants are provided to the catholic charitites, the board members are aware of the uses of the funds.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 2RICHARD M. FERRY AND MAUDE M. FERRY ARE HUSBAND AND WIFE.
Form 990, Part VI, Section B, line 11A copy of the 990 and its supporting statements will be mailed to the organization. Upon receipt, the organization will review the tax return and discuss any questions or issues with the preparer. Upon the satisfaction of any issues, the client will mail the final copy to the IRS and appropriate state agencies.
Form 990, Part VI, Section B, line 12There are no conflict of interest, whistleblower,or document retention policies due to the fact that the organization is very small and has no full time paid employees. The members volunteer to complete duties and participate on the board of directors.
Form 990, Part VI, Section C, line 19Governing documents are available for any one who would like to view them. They can contact any one at The Ferry Chartiable foundation in any way, and a copy will be provided to them.
Form 990, Part VI, Line 15NO POLICY IS IN PLACE DUE TO THE FACT THAT NONE OF THE BOARD MEMBERS/OFFICERS ARE COMPENSATED.Board and Officer Compensation

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