Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
CONSTANCE AND CARL FERRIS CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET SUITE 400   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

20-5568159
B Telephone number (see instructions)

(410) 537-5458
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,005,800J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 63,115 63,115  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 150,872
b Gross sales price for all assets on line 6a 2,170,154
7 Capital gain net income (from Part IV, line 2)... 150,872
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 72,316 69,054  
12 Total. Add lines 1 through 11........ 286,303 283,041  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 37,465 37,038   0
17 Interest............... 3,314 3,314   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,405 1,199   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 27,868 26,706   123
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,052 68,257 0 123
25 Contributions, gifts, grants paid........ 297,500 297,500
26 Total expenses and disbursements. Add lines 24 and 25 376,552 68,257 0 297,623
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -90,249
b Net investment income (if negative, enter -0-) 214,784
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 10,261 71,701 71,701
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 55,744    
b Investments—corporate stock (attach schedule)........ 3,186,553 Click to see attachment2,665,831 3,485,824
c Investments—corporate bonds (attach schedule)........ 968,371 Click to see attachment427,433 436,391
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,834,206 Click to see attachment2,849,141 3,011,884
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,055,135 6,014,106 7,005,800
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 6,055,135 6,014,106
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 6,055,135 6,014,106
31 Total liabilities and net assets/fund balances (see instructions).. 6,055,135 6,014,106
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 6,055,135
2 Enter amount from Part I, line 27a..................... 2 -90,249
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 49,220
4 Add lines 1, 2, and 3.......................... 4 6,014,106
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,014,106
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 169.2 F H L M C #1B0889 2.393% 5/01/33   2005-04-14 2014-01-15
b 1430. KINDER MORGAN INC   2013-10-23 2014-01-28
c 3786.769 BROWN ADVISORY MORT SEC INV   2013-12-26 2014-01-31
d 259. COMMVAULT SYSTEMS INC   2013-06-19 2014-03-11
e 91. COMMVAULT SYSTEMS INC   2013-06-19 2014-03-12
54. CHIPOTLE MEXICAN GRILL INC   2013-06-19 2014-03-26
105. ACCENTURE PLC CL A   2013-07-31 2014-04-02
300. ACCENTURE PLC CL A   2010-01-27 2014-04-02
914.872 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2013-12-13 2014-04-17
1294.584 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2011-01-05 2014-04-17
700. INFORMATICA CORP   2013-06-19 2014-04-21
5149.331 BROWN ADVISORY EMG MKTS INS   2013-05-20 2014-04-25
430. DOMINION RES INC VA NEW   2013-06-19 2014-04-25
16643.142 WASATCH FDS INC   2011-07-13 2014-04-25
2587.627 WASATCH FDS INC   2013-12-27 2014-04-25
570. DOMINION RES INC VA NEW   2013-06-19 2014-04-30
735. ARM HLDGS PLC A D R   2013-07-31 2014-05-13
. PROCEEDS FROM SECURITIES LITIGATION     2014-05-20
79. ANSYS INC   2013-06-19 2014-06-06
271. ANSYS INC   2010-10-13 2014-06-06
145. COSTAR GROUP   2013-07-31 2014-06-06
40. AMERIPRISE FINL INC   2013-06-19 2014-06-30
10. ATHENAHEALTH INC   2013-07-31 2014-06-30
40. BORG WARNER AUTOMOTIVE INC   2013-06-19 2014-06-30
60. BRIGHT HORIZONS FAMILY SOLUT   2014-03-13 2014-06-30
30. BRISTOL MYERS SQUIBB CO.   2013-11-05 2014-06-30
10. CHIPOTLE MEXICAN GRILL INC   2013-06-19 2014-06-30
30. CHURCH & DWIGHT CO. INC.   2013-06-19 2014-06-30
35. COLFAX CORP   2013-06-19 2014-06-30
25. COSTCO WHOLESALE CORPORATION   2013-06-19 2014-06-30
20. COVANCE INC   2013-06-19 2014-06-30
55. DANAHER CORP   2013-06-19 2014-06-30
10. DAVITA INC   2013-06-19 2014-06-30
25. DISCOVERY COMMUNICATIONS INC CL A   2014-05-13 2014-06-30
30. DRIL QUIP INC   2014-03-26 2014-06-30
25. ECOLAB INC   2013-06-19 2014-06-30
75. EXPRESS SCRIPTS HLDGS C   2013-06-19 2014-06-30
70. FMC TECHNOLOGIES INC   2013-10-28 2014-06-30
45. FASTENAL CO   2013-06-19 2014-06-30
5. GOOGLE INC CL C   2014-04-30 2014-06-30
65. HEICO CORP   2013-06-19 2014-06-30
120. HOMEAWAY INC   2014-04-25 2014-06-30
20. HUNT J B TRANS SVCS INC   2013-06-19 2014-06-30
20. IHS INC CL A   2013-06-19 2014-06-30
40. INTERACTIVE INTELLIGENCE GRO   2014-06-12 2014-06-30
5. INTUITIVE SURGICAL INC   2013-06-19 2014-06-30
65. J P MORGAN CHASE & CO   2013-06-19 2014-06-30
55. LKQ CORP   2014-04-21 2014-06-30
15. MEAD JOHNSON NUTRITION CO   2013-06-19 2014-06-30
55. MONDELEZ INTERNATIONAL W I   2013-06-19 2014-06-30
15. NIKE INC   2013-06-19 2014-06-30
20. OCEANEERING INTERNATIONAL INC   2013-06-19 2014-06-30
100. PEGASYSTEMS INC   2014-04-02 2014-06-30
25. PRAXAIR INC.   2013-06-19 2014-06-30
25. PRICE SMART INC   2014-02-05 2014-06-30
20. PROSPERITY BANCSHARES INC   2013-06-19 2014-06-30
45. QUALCOMM CORP.   2013-06-19 2014-06-30
75. SALESFORCE COM INC   2013-06-19 2014-06-30
30. HENRY SCHEIN INC   2013-06-19 2014-06-30
35. SCHLUMBERGER LTD.   2013-09-18 2014-06-30
190. CHARLES SCHWAB CORP.   2013-06-19 2014-06-30
15. STARBUCKS CORP.   2012-10-25 2014-06-30
15. STERICYCLE INC   2013-06-19 2014-06-30
65. SUNTRUST BANKS INC.   2013-06-19 2014-06-30
50. TJX COS INC   2013-06-19 2014-06-30
5. ULTIMATE SOFTWARE GROUP INC   2013-06-19 2014-06-30
30. UNDER ARMOUR INC CL A   2013-10-04 2014-06-30
65. VERISK ANALYTICS INC CL A   2013-06-19 2014-06-30
25. VISA INC   2013-06-19 2014-06-30
50. WABTEC COM   2013-06-19 2014-06-30
125. WELLS FARGO & CO-NEW   2013-06-19 2014-06-30
130. WHOLE FOODS MARKET INC   2013-06-19 2014-06-30
5. CORE LABORATORIES N V   2013-06-19 2014-06-30
9090.909 WASATCH FDS INC   2011-06-08 2014-07-01
540. DAVITA INC   2013-06-19 2014-07-07
81. PRICE SMART INC   2014-02-05 2014-08-12
300. PRICE SMART INC   2013-06-19 2014-08-12
404. VERISK ANALYTICS INC CL A   2013-06-19 2014-08-18
375. COSTCO WHOLESALE CORPORATION   2013-06-19 2014-09-24
297. QUALCOMM CORP.   2013-06-19 2014-09-30
370. VERISK ANALYTICS INC CL A   2014-04-21 2014-09-30
331. VERISK ANALYTICS INC CL A   2013-06-19 2014-09-30
430. PROSPERITY BANCSHARES INC   2013-06-19 2014-10-03
1185. J P MORGAN CHASE & CO   2013-06-19 2014-10-16
90805.778 WASATCH FDS INC   2011-10-24 2014-10-22
270. WHOLE FOODS MARKET INC   2013-06-19 2014-10-29
420. DISCOVERY COMMUNICATIONS INC CL A   2014-05-13 2014-11-05
420. DISCOVERY COMMUNICATIONS C   2014-05-13 2014-11-05
950. WHOLE FOODS MARKET INC   2013-06-19 2014-11-05
130. COVANCE INC   2013-06-19 2014-11-11
17. CHIPOTLE MEXICAN GRILL INC   2013-06-19 2014-11-19
217. SALESFORCE COM INC   2013-06-19 2014-11-19
201. SUNTRUST BANKS INC.   2013-06-19 2014-11-19
123. WELLS FARGO & CO-NEW   2013-06-19 2014-11-19
527. CHARLES SCHWAB CORP.   2013-06-19 2014-12-03
94. CORE LABORATORIES N V   2014-07-01 2014-12-03
957. HOMEAWAY INC   2014-11-05 2014-12-08
177. FMC TECHNOLOGIES INC   2013-10-28 2014-12-12
166. FMC TECHNOLOGIES INC   2013-12-12 2014-12-12
280. SCHLUMBERGER LTD.   2013-09-18 2014-12-12
15000. BROWN ADV STRAT EUR EQ INS   2013-10-21 2014-12-18
211.46137 METROPOLITAN WEST TR BOND I   2013-05-09 2014-12-18
45744.42063 METROPOLITAN WEST TR BOND I   2013-05-15 2014-12-18
15000. U S TREASURY NT 1.250% 10/31/15   2013-03-04 2014-12-18
40000. U S TREASURY NT 0.875% 1/31/17   2013-03-04 2014-12-18
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 169   71 98
b 51,136   54,227 -3,091
c 38,322   37,868 454
d 16,573   20,469 -3,896
e 5,770   7,192 -1,422
30,944   20,110 10,834
8,368   7,851 517
23,910   12,537 11,373
20,704   20,905 -201
29,296   19,464 9,832
26,800   25,400 1,400
50,000   53,502 -3,502
30,868   24,492 6,376
43,272   43,684 -412
6,728   6,805 -77
41,452   32,467 8,985
33,505   29,797 3,708
40     40
5,974   6,067 -93
20,495   11,535 8,960
24,518   23,059 1,459
4,794   3,347 1,447
1,292   1,139 153
2,606   1,739 867
2,581   2,396 185
1,465   1,572 -107
5,938   3,724 2,214
2,088   1,856 232
2,594   1,868 726
2,898   2,802 96
1,703   1,577 126
4,337   3,536 801
721   647 74
1,868   1,823 45
3,236   3,296 -60
2,756   2,168 588
5,159   4,724 435
4,227   3,642 585
2,215   2,117 98
2,889   2,636 253
3,335   2,736 599
4,234   4,111 123
1,471   1,461 10
2,705   2,214 491
2,238   2,080 158
2,066   2,556 -490
3,741   3,518 223
1,450   1,508 -58
1,397   1,251 146
2,070   1,676 394
1,162   932 230
1,543   1,482 61
2,129   1,845 284
3,300   2,995 305
2,184   2,372 -188
1,244   1,004 240
3,561   2,822 739
4,378   2,887 1,491
3,558   2,941 617
4,109   3,053 1,056
5,141   3,909 1,232
1,159   695 464
1,772   1,661 111
2,602   2,047 555
2,648   2,537 111
696   584 112
1,774   1,213 561
3,838   3,907 -69
5,285   4,609 676
4,115   2,698 1,417
6,556   5,099 1,457
5,035   6,850 -1,815
824   772 52
25,000   23,545 1,455
39,498   21,106 18,392
7,026   7,686 -660
26,021   27,438 -1,417
25,640   24,286 1,354
47,384   26,915 20,469
22,199   18,087 4,112
22,510   21,319 1,191
20,137   19,898 239
24,579   21,591 2,988
65,177   64,143 1,034
243,359   223,816 19,543
10,356   14,226 -3,870
14,060   15,517 -1,457
14,076   15,113 -1,037
38,211   46,671 -8,460
13,055   9,711 3,344
11,187   6,331 4,856
13,149   8,352 4,797
7,870   6,329 1,541
6,531   5,018 1,513
15,029   10,841 4,188
11,607   15,784 -4,177
29,916   30,842 -926
7,695   9,209 -1,514
7,216   8,406 -1,190
22,783   22,479 304
147,000   150,000 -3,000
2,301   2,328 -27
497,699   503,079 -5,380
15,129   15,121 8
40,116   40,287 -171
      21,408
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       98
b       -3,091
c       454
d       -3,896
e       -1,422
      10,834
      517
      11,373
      -201
      9,832
      1,400
      -3,502
      6,376
      -412
      -77
      8,985
      3,708
      40
      -93
      8,960
      1,459
      1,447
      153
      867
      185
      -107
      2,214
      232
      726
      96
      126
      801
      74
      45
      -60
      588
      435
      585
      98
      253
      599
      123
      10
      491
      158
      -490
      223
      -58
      146
      394
      230
      61
      284
      305
      -188
      240
      739
      1,491
      617
      1,056
      1,232
      464
      111
      555
      111
      112
      561
      -69
      676
      1,417
      1,457
      -1,815
      52
      1,455
      18,392
      -660
      -1,417
      1,354
      20,469
      4,112
      1,191
      239
      2,988
      1,034
      19,543
      -3,870
      -1,457
      -1,037
      -8,460
      3,344
      4,856
      4,797
      1,541
      1,513
      4,188
      -4,177
      -926
      -1,514
      -1,190
      304
      -3,000
      -27
      -5,380
      8
      -171
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 150,872
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 281,728 6,421,937 0.04387
2012 288,973 6,166,304 0.046863
2011 135,900 6,177,227 0.022
2010 262,392 5,616,912 0.046715
2009 228,938 4,884,824 0.046867
2 Total of line 1, column (d) ...................... 2 0.206315
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.041263
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 6,945,378
5 Multiply line 4 by line 3....................... 5 286,587
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,148
7 Add lines 5 and 6......................... 7 288,735
8 Enter qualifying distributions from Part XII, line 4.............. 8 297,623
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,148
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,148
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,148
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,772
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,772
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,624
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,624 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBROWN ADVISORY Telephone no.bullet (410) 537-5458
    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    CONSTANCE F MEYER DIRECTOR
    0     		0    
    16 JAMES THOMAS ROAD
    MALVERN,PA19355
    PAUL R ALFORD VICE PRESIDENT
    0     		0    
    2780 SOUTH HORSESHOE DRIVE SUITE 1
    NAPLES,FL34104
    JOHN C POULTON SECTRY/TREASURER
    0     		0    
    901 SOUTH BOND STREET SUITE 400
    BALTIMORE,MD21231
    CONSTANCE F FERRIS PRESIDENT
    0     		0    
    22738 COLONEL LEONARD ROAD
    ROCK HALL,MD21661
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,710,740
    b
    Average of monthly cash balances.......................
    1b
    340,405
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,051,145
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,051,145
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    105,767
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,945,378
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    347,269
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    347,269
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,148
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,148
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    345,121
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    345,121
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    345,121
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    297,623
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    297,623
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    2,148
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    295,475
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 345,121
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 265,797
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 297,623
    a Applied to 2013, but not more than line 2a 265,797
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 31,826
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		313,295
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CONSTANCE CARL FERRIS CHARITABLE
    901 SOUTH BOND STREET SUITE 400
    BALTIMORE,MD21231
    (410) 537-5458
    bThe form in which applications should be submitted and information and materials they should include:
    MUST SUBMIT A WRITTEN APPLICATION TO THE CHARITABLE OPERATING FOUNDATION FOR CONSIDERATION
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ST PAUL'S PARISH KENT
    7579 SANDY BOTTOM ROAD
    CHESTERTOWN,MD21620     		NONE PC CAMP DAYSPRING & GENERAL 10,000
    THE COMMUNITY FOOD PANTRY
    PO BOX 262
    CHESTERTOWN,MD21620     		NONE PC THE BACKPACK PROGRAM 15,000
    CORNELL UNIVERSITY
    PO BOX 752
    ITHACA,NY14851     		NONE PC COLL OF HUMAN ECOLOGY/COLL 25,000
    OGH FOUNDATION
    515 MAIN STREET
    OLEAN,NY14760     		NONE PC YR 1 OF 2 FOR HEART PROGRAM 50,000
    WASHINGTON COLLEGE
    300 WASHINGTON AVE
    CHESTERTOWN,MD21620     		NONE PC FERRIS PROGRAM IN INT'L 50,000
    WESLEY CHAPEL
    6190 ROCK HALL ROAD
    ROCK HALL,MD21661     		NONE PC CRISIS MINISTRY FUND 7,500
    STEVENSON UNIVERSITY
    1525 GREENSPRING VALLEY ROAD
    STEVENSON,MD211530641     		NONE PC SCHOLARSHIP AWARD FOR 5,000
    CHESAPEAKE COLLEGE
    PO BOX 8
    WYE MILLS,MD21679     		NONE PC SCHOLARSHIP FOR JULIA ANN 5,000
    MCDANIEL COLLEGE
    2 COLLEGE HILL
    WESTMINSTER,MD21157     		NONE PC SCHOLARSHIP AWARD FOR 5,000
    WASHINGTON COLLEGE
    300 WASHINGTON AVENUE
    CHESTERTOWN,MD21620     		NONE PC SCHOLARSHIP AWARD FOR ERICA 5,000
    GUILFORD COLLEGE
    5800 W FRIENDLY AVE
    GREENSBORO,NC27410     		NONE PC SCHOLARSHIP AWARD FOR 5,000
    HABITAT FOR HUMANITY
    1853 LINCOLN HIGHWAY
    COATESVILLE,PA19320     		NONE PC 2ND YEAR OF 6 YR PLEDGE 50,000
    CAMPHILL VILLAGE KIMBERTON HILLS
    PO BOX 1045
    KIMBERTON,PA19442     		NONE PUBLIC CHARITY SYCAMORE PROJECT (YR 1 OF 50,000
    EMBRY-RIDDLE AERONAUTICAL UNIV
    600 S CLYDE MORRIS BLVD
    DAYTONA,FL32114     		NONE GENERAL SCHOLARSHIP - ANDREW OATLEY 5,000
    UNC-CHAPEL HILL
    2215 SASB NORTH
    CHAPEL HILL,NC27599     		NONE PUBLIC CHARITY SCHOLARSHIP - PEYTON CHANCE 5,000
    GOLDEY-BEACOM COLLEGE
    4701 LIMESTONE ROAD
    WILMINGTON,DE19808     		NONE PUBLIC CHARITY SCHOLARSHIP - CHRISHELLE 5,000
    Total .................................bullet 3a 297,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 63,115  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 150,872  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPASSTHRU INT & DIV 900099 94 14 20,162  
    bPASSTHRU ST CAP LS     18 -31,242  
    cPASSTHRU LT CAP GN 900099 -85 18 80,760  
    dPASSTHRU OTHER INC 900099 3,253 41 -626  
    e
    12 Subtotal. Add columns (b), (d), and (e).. 3,262 283,041  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13286,303
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME MUTUAL FDS 427,433 436,391

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY MUTUAL FUNDS 570,140 788,456
    FOREIGN STOCK 170,135 189,811
    COMMON STOCKS 1,925,556 2,507,557

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CD PEOPLES BANK      
    PASSTHROUGH ENTITIES AT COST 2,849,141 3,011,884

    TY 2014 OtherExpensesSchedule
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 123 0   123
    DEDUCTS FROM PASSTHRU ENTITIES 27,745 26,706   0


    TY 2014 OtherIncomeSchedule2
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INT AND DIV FROM PASSTHROUGH ENTITIES 20,256 20,162  
    ST CAPTL LOSS FROM PASSTHROUGH ENTITIES -31,242 -31,242  
    LT CAPTL GAINS FROM PASSTHROUGH ENTITIES 80,675 80,760  
    OTHER INCOME FROM PASSTHROUGH ENTITIES 2,627 -626  


    TY 2014 OtherIncreasesSchedule
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 37,465 37,038    


    TY 2014 TaxesSchedule
    Name:
    CONSTANCE AND CARL FERRIS CHARITABLE
    EIN: 20-5568159
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 8,660 0   0
    FEDERAL ESTIMATED TAX PAYMENTS 546 0   0
    FOREIGN TAXES 1,107 1,107   0
    STATE TAXES FROM PASSTHROUGHS 51 51   0
    FOREIGN TAXES FROM PASSTHROUGH 41 41   0