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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
CUDD FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1980   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EL PRADO, NM87529
A Employer identification number

72-1101712
B Telephone number (see instructions)

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$2,791,627J 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) 21,175
2 Check bullet
3 Interest on savings and temporary cash investments 32 32  
4 Dividends and interest from securities...... 23,899 23,899  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -72,369
b Gross sales price for all assets on line 6a 492,164
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain......... 11,834
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 7,573 7,573  
12 Total. Add lines 1 through 11........ -19,690 31,504 11,834
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 14,974 14,974   14,974
17 Interest............... 3,554 3,554   3,554
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,334 2,334   2,334
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,243 14,243   14,243
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,105 35,105   35,105
25 Contributions, gifts, grants paid........ 83,300 83,300
26 Total expenses and disbursements. Add lines 24 and 25 118,405 35,105   118,405
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -138,095
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 11,834
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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.......... 732,665 381,455 381,455
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 767,326 Click to see attachment788,958 1,069,763
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,000,000 Click to see attachment1,191,483 1,340,409
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) 2,499,991 2,361,896 2,791,627
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,499,991 2,361,896
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
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 page 17 of the
instructions).................... 2,499,991 2,361,896
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,499,991 2,361,896
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 2,499,991
2 Enter amount from Part I, line 27a..................... 2 -138,095
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,361,896
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,361,896
Form 990-PF (2013)
Form 990-PF (2013)
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 CVR PARTNERS 455 SHARES P 2013-05-22 2013-12-20
b CVR PARTNERS 45 SHARES P 2013-06-25 2013-12-20
c MARKET VECTORS ETF 43 SHARES P 2013-04-16 2013-12-20
d NEWMONT MNG CORP 155 SHARES P 2013-04-14 2013-12-20
e CATERPILLAR INC 100 SHARES P 2004-06-30 2013-07-18
GASCO 3000 SHARES P 2006-08-07 2013-12-20
MARKET VECTORS EFT 57 SHARES P 2012-06-05 2013-12-20
NEWMONT MNG CORP 220 SHARES P 2012-05-18 2013-12-20
PRPSHARES TRUST 45 SHARES P 2010-09-24 2013-12-20
TEVA PHARMACEUTICAL 230 SHARES P 2011-04-26 2013-10-30
PALACE CAPITAL OFFSHORE P 2010-02-01 2013-01-01
CAPITAL GAINS PASS THROUGH ENTITIE   2013-01-01 2013-12-31
CAPITAL GAINS PASS THROUGH ENTITIES   2012-12-01 2013-12-31
(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 7,436   10,932 -3,496
b 735   986 -251
c 1,248   2,092 -844
d 3,489   5,017 -1,528
e 8,562   3,937 4,625
16   10,780 -10,764
1,654   4,850 -3,196
4,952   10,018 -5,066
1,369   5,325 -3,956
8,726   10,596 -1,870
423,864   500,000 -76,136
17,953     17,953
12,160     12,160
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        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
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 -72,369
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 11,834
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 page 18 of the 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))
2012 125,423 2,715,189 0.046193
2011 121,694 2,235,616 0.054434
2010 72,585 2,631,276 0.027585
2009 198,752 2,457,391 0.080879
2008 195,750 2,927,734 0.066861
2 Total of line 1, column (d) ...................... 2 0.275953
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 0.055191
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,688,886
5 Multiply line 4 by line 3....................... 5 148,402
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7 148,402
8 Enter qualifying distributions from Part XII, line 4.............. 8 118,405
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 (2013)
Form 990-PF (2013)
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 0
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  
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 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
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 page 19 of
the 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
     
    No
    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)
    bulletLA
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    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 ofbulletROBERT C CUDD III Telephone no.bullet (575) 776-8342
    Located atbulletP O BOX 1980EL PRADONM ZIP+4bullet87529
    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 2013, 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 Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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 page 20 of the 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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 509(a)(1), (2), or (3), or section 4940(d)(2)? (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 (2013)
    Form 990-PF (2013)
    Page 6
    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
    ROBERT C CUDD III PRESIDENT
    3.00     		0 0 0
    P O BOX 1980
    EL PRADO,NM87529
    CAROL D CUDD VICE PRESIDEN
    1.00     		0 0 0
    P O BOX 1980
    EL PRADO,NM87529
    LESLIE CUDD HALE SECRETARY
    0.00     		0 0 0
    P O BOX 1980
    EL PRADO,NM87529
    LINDA CUDD MILLER TRUSTEE
    0.00     		0 0 0
    P O BOX 1980
    EL PRADO,NM87529
    BLAIR CUDD NAYLOR TRUSTEE
    0.00     		0 0 0
    P O BOX 1980
    EL PRADO,NM87529
    AMANDA CUDD STUERMER TRUSTEE
    0.00     		0 0 0
    P O BOX 1980
    EL PRADO,NM87529
    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.............bullet  
    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 NONE 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    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 NONE 0
    2  
    All other program-related investments. See page 24 of the 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    134,444
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    134,444
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    134,444
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    134,444
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 134,444
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 50,307
    b From 2009....... 75,951
    c From 2010.......  
    d From 2011....... 11,927
    e From 2012.......  
    fTotal of lines 3a through e......... 138,185
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 118,405
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 118,405
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013. 16,039 16,039
    (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 5 122,146
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		34,268
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		87,878
    10 Analysis of line 9:
    a Excess from 2009.... 75,951
    b Excess from 2010....  
    c Excess from 2011.... 11,927
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    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
    AMERICAN CANCER SOCIETY
    P O BOX 22718
    Oklahoma City,OK731231718     		NONE   RESEARCH AND CHARITY 2,500
    BAYOU DISTRICT FOUNDATION
    320 JULIA ST
    New Orleans,LA70130     		NONE   EDUCATION AND DEVELOPMENT 500
    BEAUREGARD KEYES FOUNDATION
    1113 CHARTES STREET
    NEW ORLEANS,LA701162504     		NONE   CHARITY AND COMMUNITY 1,000
    BIG BROTHERS BIG SISTERS N NM
    1229 S ST FRANCIS SUITE C
    Santa Fe,NM87505     		NONE   COMMUNITY DEVELOPMENT 2,000
    BREAKTHROUGH NEW ORLEANS
    1903 JEFFERSON AVENUE
    NEW ORLEANS,LA70115     		NONE   COMMUNITY CHARITY 1,000
    CALDERA ARTS ORGANIZATION
    5171 CLARETON DRIVE
    AGOURA HILLS,CA91301     		NONE   MEDICAL 2,000
    CHILDRENS HOSPIAL
    200 HENRY CLAY AVE
    New Orleans,LA70118     		NONE   CHARITY MEDICAL 1,000
    GIRLS FIRST
    301 HILLSIDE AVENUE
    SANTA FE,NM87501     		NONE   EDUCATION AND DEVELOPMENT 5,000
    HERMANN GRIMA GAILIER HISTORIC
    820 ST LOUIS ST
    NEW ORLEANS,LA70112     		NONE   COMMUNITY DEVELOPMENT 1,000
    ISIDORE NEWMAN SCHOOL
    1903 JEFFERSON AVENUE
    NEW ORLEANS,LA70124     		NONE   EDUCATIONAL 6,000
    LOUISIANA MUSEUM FOUNDATION
    632 DURMAINE ST
    New Orleans,LA70116     		NONE   EDUCATIONAL 1,000
    MAKE A WISH FOUNDATION OF CO
    144 LOUISIANA BLVD NE
    Albuquerque,NM87108     		NONE   CHARITY 500
    MILLICENT ROGERS MUSEUM
    P O BOX A
    TAOS,NM87571     		NONE   EDUCATIONAL COMMUNITY 9,600
    NATIONAL SPORTS CTR DISABLED
    1700 105TH AVE NE
    Minneapolis,MN55449     		NONE   CHARITY 1,000
    PROJECT ANGEL HEART
    4950 WASHINGTON ST
    Denver,CO80216     		NONE   CHARITY 500
    RAPE ASSISTANCE AND AWARENESS
    P O BOX 18951
    Denver,CO802180951     		NONE   CHARITY 700
    ROCKY MOUNTAIN MS CENTER
    8845 WAGNER ST
    Westminster,CO80031     		NONE   MEDICAL ADVANCEMENT 500
    SANTE FE OPERA
    P O BOX 2408
    SANTA FE,NM875042408     		NONE   PROMOTION OF ARTS 5,000
    SANTA FE PREP
    1101 CAMINO DE LA CRUZ
    SANTA FE,NM87505     		NONE   EDUCATIONAL 7,500
    SECOND HARVEST FOOD BANK
    700 EDWARDS AVENUE
    NEW ORLEANS,LA70123     		NONE   CHARITY 1,000
    SHINE GLOBAL
    545 WEST 45TH ST
    New York,NY10036     		NONE   CHILD DEVELOPMENT 5,000
    ST CHARLES AVENUE PRESBYTERIAN
    1545 STATE STREET
    NEW ORLEANS,LA70118     		NONE   RELIGIOUS 2,500
    ST JOHNS COLLEGE
    1160 CAMINO CRUZ BLANCA
    SANTA FE,NM875054599     		NONE   EDUCATION 5,000
    TAOS ART MUSEUM
    227 PASEO DEL PUEBLO NORTE
    Taos,NM87571     		NONE   COMMUNITY DEVELOPMENT 500
    TAOS FEEDS TAOS
    P O BOX 234
    TAOS,NM87571     		NONE   CHARITY 500
    THE COLORADO I HAVE A DREAM FO
    1836 GRANT ST
    Denver,CO80203     		NONE   CHARITY 500
    THE EDIBLE SCHOOLYARD NEW ORLE
    2319 VALENE STREET
    NEW ORLEANS,LA70115     		NONE   EDUCATIONAL DEVELOPMENT 500
    THE FOOD DEPOT
    1222 SILER ROAD
    SANTA FE,NM87507     		NONE   CHARITY 500
    THE MOUNTAIN SCHOOL
    151 MOUNTAIN SCHOOL ROAD
    VERSHIRE,VT05079     		NONE   EDUCATION DEVELOPMENT 500
    THE SHARED TABLE
    1309 PUEBLO DE NORTE
    TAOS,NM87571     		NONE   CHARITY 500
    WELD FOOD BANK
    1108 H STREET
    Greeley,CO806312009     		NONE   CHARITY 500
    WOMENS BEAN PROJECT
    3201 CURTIS ST
    Denver,CO80205     		NONE   CHARITY 500
    WORLD LEARNING
    1015 15TH ST NW 7TH FLOOR
    Washington,DC20005     		NONE   EDUCATIONAL 100
    WORLD MUSE
    845 NW DELAWARE AVENUE
    Bend,OR97701     		NONE   EMPOWERING WOMEN AND GIRLS TO ADVANCE 5,300
    HENDRIX COLLEGE
    1600 WASHINGTON AVE
    Conway,AR72032     		NONE   EDUCATION 500
    KID SMART
    1024 ELYSIAN FIELDS
    New Orleans,LA70117     		NONE   EDUCATION COMMUNITY 500
    LEADERSHIP NEW MEXICO
    P O BOX 35696
    Albuquerque,NM87176     		NONE   COMMUNITY DEVELOPMENT 500
    MANY MOTHERS
    P O BOX 23222
    Santa Fe,NM87502     		NONE   CHARITY AND COMMUNITY 2,000
    NEW ORLEANS TOWN GARDENERS
    1012 CARROLLTON AVE
    Metairie,LA70005     		NONE   COMMUNITY DEVELOPMENT 2,500
    NONVIOLENCE WORKS
    1337 GUSDORF ROAD
    Taos,NM87571     		NONE   COMMUNITY DEVELOPMENT 1,000
    PATH MINISTRIES
    P O BOX 7931
    Bend,OR97708     		NONE   CHILD DEVELOPMENT AND AID 1,200
    SISTERS FOLK FESTIVAL
    204 W ADAMS AVE
    Sisters,OR97759     		NONE   COMMUNITY SUPPORT 1,150
    SPECIAL OLYMPICS NM
    6600 PALOMAS NE STE 207
    Albuquerque,NM87109     		NONE   CHILD DEVELOPMENT 250
    ST JAMES EPISCOPAL CHURCH
    208 N 4TH ST
    Baton Rouge,LA70802     		NONE   RELIGIOUS 500
    THE IDEA VILLAGE
    643 MAGAZINE ST
    New Orleans,LA70130     		NONE   EDUCATION AND CHILDDEVELOPMENT 1,000
    WELLESLY CENTER FOR RESEARCH
    106 CENTRAL ST
    Wellesley Hills,MA02481     		NONE   WOMENS RESEARCH 500
    Total .................................bullet 3a 83,300
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    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 ............     		    14 32  
    4 Dividends and interest from securities....     14 23,899  
    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.....     14 25,245  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 -73,505  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   -24,329  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-24,329
    (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 (2013)
    Form 990-PF (2013)
    Page 12
    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 or fiduciary) 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 (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    CUDD FOUNDATION
     
    Employer identification number

    72-1101712
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    CUDD FOUNDATION
          		Employer identification number

    72-1101712
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ROBERT CAROL CUDD III  
    P O BOX 1980
     
    EL PRADO, NM87529

    		$21,175


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    CUDD FOUNDATION
          		Employer identification number

    72-1101712
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    CUDD FOUNDATION
          		Employer identification number

    72-1101712
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CUDD FOUNDATION
    EIN: 72-1101712
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NEWMONT MNG CORP HLDG 10,897 8,636
    PHILLIPS 66 COM 3,377 23,139
    CVR PARTNERS LP 10,416 8,230
    CATERPILLAR INC 11,813 27,243
    PAN AMERICAN SILVER CORP 6,388 5,850
    POTASH CORP OF SASKATCHEWAN 9,535 9,888
    VALE SA SPONS ADR REPR 1 COM N 7,449 19,825
    CONOCOPHILLIPS 11,365 42,390
    DOW CHEMICAL 18,986 22,200
    GOLDMAN SACHS GROUP INC 23,056 26,589
    GASCO 0 0
    GENERAL ELECTRIC 16,397 28,030
    MERCK AND CO INC NEW COM 21,025 31,031
    HALLIBURTON 10,493 17,762
    ISHARES BARCLAYS 1-3 73,101 73,822
    SAN JUAN BASIN RTY TR UNIT 12,445 8,370
    JPMORGAN CHASE 27,114 46,784
    JOHNSON & JOHNSON 24,448 36,636
    VISA 11,655 38,301
    NATL HEALTH INVESTORS 12,893 33,660
    VANGUARD SCOTTSDALE FDS ST COR 19,829 20,344
    PEPSICO 20,013 29,029
    PIMCO ETF TR ENHANCED SHORT 191,940 192,508
    PROCTER & GAMBLE 27,615 40,705
    PROSHARES ULTRASHORT LEHMAN 0 0
    PROSHARES TR PROSHARES 30,837 14,652
    ROYAL DUTCH SHELL 19,767 28,508
    SOUTHERN COPPER 9,830 17,398
    TEVA PHARMACEUTICAL INDUSTRIES 0 0
    TECK COMINCO LTD CANADA 1,560 3,823
    TERRA NITROGEN CO LP 18,388 28,220
    MARKET VEXTORS ETF TR JR GOLD 6,081 3,881
    UNTD TECHNOLOGIES 15,634 56,900
    3M CO 24,405 42,075
    PRUDHOE BAY ROYALTY TRUST UBI 8,146 9,954
    PIMCO UNCONSTRAINED BOND CLASS 22,405 23,777
    VANGUARD BD INDEX FD INC 25,271 25,178
    ISHARES TIPS BOND ETF 1,883 1,868
    ISHARES CORE TOTAL US BOND MAR 2,454 2,448
    ISHARES IBOXX INVESTMENT GRADE 2,473 2,512
    ISHARES JPMORGAN USD EMERGING 1,367 1,406
    ISHARES BOXX HIGH YIELD CORP 2,438 2,508
    ISHARES 1 TO 3 YR CREDIT BOND 2,420 2,426
    ISHARES US PREFERRED STOCK 1,972 1,878
    PIMCO ETF TR ENHANCED SHORT 2,444 2,432
    VANGUARD BD INDEX FD INC 3,214 3,197
    VANGUARD SCOTTSDALE FDS SHORT 3,719 3,750

    TY 2013 InvestmentsOtherSchedule2
    Name:
    CUDD FOUNDATION
    EIN: 72-1101712
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    O CONNOR GLOBAL MS ALPHA   750,000 844,493
    PALACE CAPITAL OFF SHORE   0 0
    PALACE CAPITAL PARTNERS   441,483 495,916

    TY 2013 OtherExpensesSchedule
    Name:
    CUDD FOUNDATION
    EIN: 72-1101712
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 180 180 0 180
    ROYALTY FEES 1,622 1,622 0 1,622
    OTHER EXPENSES PASS THROUGH EN 12,441 12,441 0 12,441


    TY 2013 OtherIncomeSchedule2
    Name:
    CUDD FOUNDATION
    EIN: 72-1101712
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER IN PASS THROUGH ENTITIE 4,385 4,385 0
    ROYALTIES 3,188 3,188 0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    CUDD FOUNDATION
    EIN: 72-1101712
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 14,974 14,974 0 14,974


    TY 2013 SubstantialContributorsSch
    Name:
    CUDD FOUNDATION
    EIN: 72-1101712
    Name Address
    ROBERT C AND CAROL CUDD P O BOX 1980
    EL PRADO,NM875291980


    TY 2013 TaxesSchedule
    Name:
    CUDD FOUNDATION
    EIN: 72-1101712
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 513 513 0 513
    SEVERANCE TAX 44 44 0 44
    FEDERAL TAX 1,777 1,777 0 1,777