2025-10-10T14:03:38-05:00 2024-11-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-12-01 954572960 THE FERRY FAMILY CHARITABLE FOUNDATION FERR 2062584261 1023 COLUMBIA STREET SEATTLE WA 98104 RICHARD FERRY PRESIDENT 2062584261 2025-09-23 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-09-23 2023 2025-03-06 01:10:19Z RICHARD FERRY 1023 COLUMBIA STREET SEATTLE WA 98104 3669002 0 X N/A X 1995 CA TO SUPPORT THE ROMAN CATHOLIC CHURCH. 4 4 0 4 0 0 1404363 578633 0 0 168669 533228 270452 584432 1843484 1696293 455000 492500 0 0 0 0 0 0 0 59972 70339 514972 562839 1328512 1133454 13510194 14910651 0 0 13510194 14910651 TO SUPPORT THE ROMAN CATHOLIC CHURCH. 0 0 495940 492500 PROVIDES CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS THAT ARE DIRECTLY INVOLVED WITH AND PROVIDE SUPPORT TO THE ROMAN CATHOLIC CHURCH. 495940 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X TIEDEMANN ADVISORS 2067483670 601 UNION STREET SUITE 3315 SEATTLE WA 98101 X RICHARD M FERRY PRESIDENT & DIRECTOR 2.00 X X 0 0 0 MARGARET FERRY OREM SECRETARY 2.00 X X 0 0 0 MONSIGNOR GREGORY COX CFO & DIRECTOR 1.00 X X 0 0 0 PETER W MULLIN VP & DIRECTOR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 578633 578633 578633 383493 383493 2122444 1972709 149735 149735 149735 WORLD EQUITY FUND QP, LP 900099 442744 442744 MULTI-STRATEGY SEGREGATED PORTFOL 900099 125573 125573 GLOBAL LONG SHORT SEGREGATED PORT 900099 16115 16115 584432 1696293 0 0 1117660 492500 492500 5315 3240 2075 61414 61414 24 24 CUSTODY EXPENSE 3372 3372 TAXES & LICENSES 214 200 14 562839 495940 66899 0 217434 635877 9866412 10088664 3426348 4186110 13510194 14910651 0 0 X 13510194 14910651 0 0 0 0 13510194 14910651 13510194 14910651 X 1133454 267003 X 0 0 0 X X 1 ROMAN CATHOLIC CHURCH 530196617 1 1 492500 0 1 492500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 22091 0 0 546557 929316 546557 951407 0 0 50385 61414 3515 5485 492657 884508 11820822 14462317 382696 529700 1390730 1666620 13594248 16658637 0 0 0 13594248 16658637 203915 249880 13390333 16408757 468662 574306 0 0 468662 574306 492657 418758 468662 468662 0 468662 492500 0 3440 0 0 0 495940 492500 468662 100.000000000000 468662 0 0 0 0 0 25370 25370 0 25370 0 0 495940 0 443292 52648 0 0 52648 0 0 0 0 52648 SCHEDULE A, PART IV, SECTION D, QUESTION 3: MSGR GREGORY COX IS THE REPRESENTATIVE OF THE LOS ANGELES ARCHDIOCESE AND ALL GRANTS ARE TO CATHOLIC INSTITUTIONS. MSGR COX APPROVES EACH GRANT ALONG WITH THE OTHER DIRECTORS. ANNUALLY, MSGR COX PROVIDES A REVIEW OF ISSUES PRESENTLY CHALLENGING THE CATHOLIC CHURCH IN THE UNITED STATES, TO HELP GUIDE FUTURE GRANTS PROVIDED BY THE FOUNDATION. MSGR COX ALSO ACTIVELY PARTICIPATES IN THE ANNUAL MEETING DURING WHICH THE INVESTMENT STRATEGIES ARE REVIEWED AND APPROVED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 WORLD EQUITY FUND 2078362 C GLOBAL LONG/SHORT FUND 64301 C MUTLI STRATEGY FUND 1602319 C APOLLO DEBT SOLUTIONS 441128 C 4186110 1 CATHOLIC CHARITIES OF LOS ANGELES 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 951690973 501(C)(3) 20000 0 BENEFIT THE CATHOLIC CHURCH ASSUMPTION PARISH 195 S KANKAKEE ST COAL CITY IL 60416 362270042 501(C)(3) 27500 0 BENEFIT THE CATHOLIC CHURCH FULCRUM FOUNDATION 710 9TH AVE SEATTLE WA 98104 161616262 501(C)(3) 100000 0 BENEFIT THE CATHOLIC CHURCH CATHEDRAL HIGH SCHOOL 1253 BISHOPS RD LOS ANGELES CA 90012 954598507 501(C)(3) 20000 0 BENEFIT THE CATHOLIC CHURCH SEATTLE UNIVERSITY 901 12TH AVE SEATTLE WA 98122 910565006 501(C)(3) 150000 0 BENEFIT THE CATHOLIC CHURCH COUNCIL OF COLLEGES OF ARTS AND SCIENCES 1935 COUNTY ROAD B2 W STE 165 ROSEVILLE MN 55113 426122857 501(C)(3) 10000 0 BENEFIT THE CATHOLIC CHURCH BELLARMINE COLLEGE PREPARATORY 960 WEST HEDDING ST SAN JOSE CA 95126 941160938 501(C)(3) 10000 0 BENEFIT THE CATHOLIC CHURCH CATHOLIC CHARITIES EASTERN WASHINGTON 12 E 5TH AVENUE SPOKANE WA 99202 202823241 501(C)(3) 100000 0 BENEFIT THE CATHOLIC CHURCH ST JAMES CATHEDRAL 804 9TH AVE SEATTLE WA 98104 810567738 501(C)(3) 25000 0 BENEFIT THE CATHOLIC CHURCH SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 30000 0 BENEFIT THE CATHOLIC CHURCH 10 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 CHARITIES, THE BOARD MEMBERS ARE AWARE OF THE USES OF THE FUNDS. X 2 578633 STOCK MARKET 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A 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 INSTRUCT THEIR CPA FIRM TO ELECTRONICALLY FILE THE FINAL RETURN. FORM 990, PART VI, SECTION B, LINE 12 THERE 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 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR ANYONE WHO WOULD LIKE TO VIEW THEM. THEY CAN CONTACT ANYONE AT THE FERRY CHARTIABLE FOUNDATION, AND A COPY WILL BE PROVIDED TO THEM. FORM 990, PART XI, LINE 9: PY DONATED SECURITIES SOLD IN CY DIFFERENCE IN FMV AND DONORS BASIS 267,455. BASIS ADJUSTMENT -452. FORM 990, PART VI, LINE 15: NO POLICY IS IN PLACE DUE TO THE FACT THAT NONE OF THE BOARD MEMBERS/OFFICERS ARE COMPENSATED. ROMAN CATHOLIC CHURCH 3211 4TH STREET NE WASHINGTON DC 200171194 530196617 RELIGIOUS ORGANIZATION DC 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0