2025-11-13T07:54:15-06:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 515-B WEST SALISBURY ST ASHEBORO NC 27203 990PF 2024-01-01 566062560 FERREE EDUCATIONAL & WELFARE FUND FERR 3366292998 PO BOX 2207 ASHEBORO NC 27204 LINDA CRANFORD EXECUTIVE DIRECTOR 3366292998 2025-11-11 1 0 COURTNEY S AGEON CPA P01359551 3366256147 2025-11-09 2024 2025-03-06 01:10:19Z X 2227364 X X 27495 27495 34875 300385 34875 35251 35251 97621 97621 16396 0 16396 8374 8374 0 2050 0 0 6706 0 1140 33526 8374 17536 62000 62000 95526 8374 79536 2095 89247 5568 5568 1031618 0 1007165 1031618 1031618 721444 769283 769283 382676 390135 390135 51935 30760 30760 2681 2681 2163220 2227364 2227364 17815 2377 17815 2377 X 2145405 2224987 2145405 2224987 2163220 2227364 2145405 2095 77487 2224987 0 2224987 FIRST HORIZON ADVISORS #5066 - ST COVERED P 2024-12-31 8686 9410 -724 -724 FIRST HORIZON ADVISORS #5066 LT COVERED P 2024-12-31 291699 256100 35599 35599 34875 1241 0 1241 0 1241 1828 0 500 0 2328 X 0 1087 1087 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 WWW.FERREEFOUNDATION.ORG LINDA CRANFORD EXECUTIVE DIRECTOR 3366292998 PO BOX 2207 ASHEBORO NC 27204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR AARON WOODY-SUPER OF CITY SCHOOL PO BOX 2207 ASHEBORO NC 27204 TRUSTEE 0.50 0 0 0 DAVID SMITH-MAYOR OF ASHEBORO PO BOX 2207 ASHEBORO NC 27204 TRUSTEE 0.50 0 0 0 MIKE KING-MARKET PRES WELLS FARGO PO BOX 2207 ASHEBORO NC 27204 TREASURER 0.50 0 0 0 LINDA CRANFORD PO BOX 2207 ASHEBORO NC 27204 EXECUTIVE DIRECTOR 10.00 16396 0 0 W MCDUFFY JOHNSON-THE WELSH GROUP PO BOX 2207 ASHEBORO NC 27204 TRUSTEE 0.50 0 0 0 STEVEN GAINEY - SUPER OF CTY SCHOOL PO BOX 2207 ASHEBORO NC 27204 CHAIRMAN 0.50 0 0 0 TRACIE MURPHY- DIRECTOR DSS PO BOX 2207 ASHEBORO NC 27204 TRUSTEE 0.50 0 0 0 DARRELL FRYE-RAND CTY BOARD OF COM PO BOX 2207 ASHEBORO NC 27204 TRUSTEE 0.50 0 0 0 MICHAEL SMITH-ASHEBORO CITY BOE PO BOX 2207 ASHEBORO NC 27204 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS TO STUDENTS ATTENDING A COLLEGE OR UNIVERSITY. RECIPIENTS ARE DETERMINED BASED ON SCHOLASTIC ACHIEVEMENT AND NEED. FOR 2024 THERE WERE 31 STUDENTS WHO RECEIVED SCHOLARSHIPS. 62000 PROVIDE LOW INTEREST LOANS TO STUDENTS FOR EDUCATIONAL PURPOSES SO THAT THEY MAY ATTEND A COLLEGE OR UNIVERSITY. SEE SCH 2 16750 16750 1194501 21687 12470 1228658 0 0 1228658 18430 1210228 60511 60511 1241 1241 59270 0 59270 0 59270 79536 16750 96286 59270 0 0 78495 48673 37153 41079 48381 253781 96286 0 0 0 59270 37016 0 0 290797 0 0 0 0 0 0 78495 212302 48673 37153 41079 48381 37016 FERREE EDUCATIONAL WELFARE FUND PO BOX 2207 ASHEBORO NC 27205 3366292998 THE APPLICATION FORM SHOULD BE COMPLETED AND BE SURE TO INCLUDE THE FOLLOWING INFORMATION: 1) CURRENT PICTURE - NEW APPLICANT ONLY (WITH NAME AND SCHOOL ON BACK) 2) TYPE OF REQUEST - SCHOLARSHIP, LOAN OR BOTH 3) APPLICATION NEW OR RENEWAL 4) AMOUNT OF FERREE LOAN REQUEST FOR THE YEAR 5) LIST OF ANY OTHER PERTINENT FINANCIAL INFORMATION WHICH APPLIES TO THE STUDENTS PERSONAL SITUATION, I.E., MEDICAL NEEDS, CARE OF GRANDPARENTS, OTHER POST-SECONDARY EDUCATION EXPENSES FO FAMILY, AND THE LIKE 6) COPIES OF THE FIRST TWO PAGES OF THE 1040 IRS RETURN FOR THE PREVIOUS YEAR 7) IN THE STUDENTS OWN HANDWRITING - A PERSONAL STATEMENT ABOUT THE STUDENT, EXPRESSING THEIR HOPES, AMBITIONS, AND EDUCATIONAL GOALS 8) CURRENT HIGH SCHOOL OR COLLEGE TRANSCRIPT TO BE INCLUDED - FOR NEW APPLICANTS ONLY 9) NAME AND PERMANENT ADDRESS OF SOMEONE (NON-PARENT) WHO WILL ALWAYS KNOW THE STUDENT'S ADDRESS 10) CHECK THE BOX THAT APPLICATION IS COMPLETE 11) PARENT OR GUARDIAN SIGNATURE ON OR BEFORE MAY 15 EACH YEAR NEW STUDENTS MUST HAVE GRADUATED FROM ONE OF THE ASHEBORO CITY OR RANDOLPH COUNTY PUBLIC HIGH SCHOOLS. A NEW STUDENT ATTENDING RCC THAT IS NOT RIGHT OUT OF HIGH SCHOOL MUST BE A RESIDENT OF RANDOLPH COUNTY. THE APPLICATION REQUIRES THE ATTENDANCE AT AN ACCREDITED INSTITUTION OF HIGHER LEARNING WITH THE CURRENT LIMIT ON SCHOLARSHIP OF $2,000 PER YEAR. LOANS - ALL RETURNING STUDENTS WERE FUNDED AT THE USUAL RATE OF $1,000 PER YEAR FOR FOUR-YEAR DEGREE STUDENTS AND $500 PER YEAR FOR COMMUNITY COLLEGE STUDENTS. ALL NEW STUDENTS FUNDED AT $500 PER YEAR FOR COMMUNITY COLLEGE STUDENTS. 31 DIFFERENT STUDENTS FOR 2024 VARIOUS VARIOUS NC 27204 NONE I SCHOLARSHIPS 62000 62000 0 14 27495 14 35251 18 34875 0 97621 0 97621 0 0 0 0 0 0 0 0 0 0 FIXED INCOME BONDS 390135 390135 DOMESTIC COMMON STOCK 695659 695659 EQUITY MUTUAL FUNDS 73624 73624 CASH & EQUIVALENTS FMV 18433 18433 LAND AT COST 639 639 FIXED INCOME MUTUAL FUNDS FMV 11688 11688 TELEPHONE 705 0 705 BANK SERVICE CHARGES 1510 0 0 INTERNET 435 0 435 INSURANCE 4056 0 0 INTEREST ON STUDENT LOANS 35251 35251 35251 UNREALIZED GAIN(LOSS) ON INVESTMENTS 77487 PAYROLL TAX WITHHOLDINGS 5706 2377 CASH OVERDRAFT 12109 0 STUDENT LOANS 1031618 FIRST HORIZON INVESTMENT FEES 8374 8374 0 PROPERTY TAXES 550 0 0 FEDERAL EXCISE TAXES 1500 0 0