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Nonprofiteer
← FERRY FAMILY CHARITABLE FOUNDATION

Form 990 for tax year 2022

Filed by FERRY FAMILY CHARITABLE FOUNDATION.

Totals

Total revenue
$1,843,484
Total expenses
$514,972
Contributions and grants received
$1,404,363
Grants paid
$455,000
Program service revenue
$0
Investment income
$168,669
Other revenue
$270,452
Total assets, end of year
$13,510,194
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$13,510,194
Program services expenses (Part IX)
$461,072
Management and general expenses
$53,900
Fundraising expenses
$0
Program service expenses (Part III)
$461,072

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,404,363

  • 3 · Investment income

    total $372,565 · excluded $372,565

  • 7a · Gross sales of assets other than inventory

    securities $1,702,746

  • 7b · Less cost or other basis and sales expenses

    securities $1,906,642

  • 7c · Gain or loss

    securities -$203,896

  • 7d · Net gain or loss

    total -$203,896 · excluded -$203,896

  • 11a · Other revenue: WORLD EQUITY FUND QP, LP

    total $162,399 · excluded $162,399

  • 11b · Other revenue: MULTI-STRATEGY SEGREGATED PORTFOL

    total $60,847 · excluded $60,847

  • 11c · Other revenue: GLOBAL LONG SHORT SEGREGATED PORT

    total $47,206 · excluded $47,206

  • 11e · Other revenue, total

    $270,452

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $455,000 · program services $455,000

  • 11c · Fees: accounting

    total $5,922 · program services $5,152 · management and general $770

  • 11f · Fees: investment management

    total $50,385 · management and general $50,385

  • 20 · Interest

    total $5 · management and general $5

  • 24a · Other expenses: CUSTODY EXPENSE

    total $2,728 · management and general $2,728

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $820 · program services $820

  • 24c · Other expenses: TAXES & LICENSES

    total $112 · program services $100 · management and general $12

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $104,540 · end of year $217,434

  • 11 · Investments: publicly traded securities

    beginning of year $9,179,861 · end of year $9,866,412

  • 12 · Investments: other securities

    beginning of year $3,174,465 · end of year $3,426,348

  • 29 · Capital stock, trust principal or current funds

    beginning of year $12,458,866 · end of year $13,510,194

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TO SUPPORT THE ROMAN CATHOLIC CHURCH.

  • PROVIDES CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS THAT ARE DIRECTLY INVOLVED WITH AND PROVIDE SUPPORT TO THE ROMAN CATHOLIC CHURCH.

    Expenses $461,072 · Grants $455,000

As filed on the 2022 return.

Listed in Part VII

  • Richard M Ferry

    PRESIDENT & DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Margaret Ferry Orem

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Monsignor Gregory Cox

    CFO & DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter W Mullin

    VP & DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
1 October 2024
IRS schema version
2022v5.0
Source object
202412829349301131

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