TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do 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.
bullet

Information 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 07-01-2013 , and ending 06-30-2014

Name of foundation
HRD-C FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)4201 GULF SHORE BLVD APT 1202 Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL34103

A Employer identification number

45-3591216

B Telephone number (see instructions)

(239) 434-0318

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,815,686J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,684,053
2	Check
3	Interest on savings and temporary cash investments	10,477		10,477
4	Dividends and interest from securities......	42,819		42,819
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		64,972
b	Gross sales price for all assets on line 6a 1,489,689
7	Capital gain net income (from Part IV, line 2)...			838,007
8	Net short-term capital gain.........
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).......
12	Total. Add lines 1 through 11........	1,802,321		891,303
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).......		3,125	3,125
c	Other professional fees (attach schedule)....		756	756
17	Interest...............
18	Taxes (attach schedule) (see instructions)		2,449	667
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		217	217
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	6,547		4,765	0
25	Contributions, gifts, grants paid........	64,000			64,000
26	Total expenses and disbursements. Add lines 24 and 25	70,547		4,765	64,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,731,774
b	Net investment income (if negative, enter -0-)			886,538
c	Adjusted net income (if negative, enter -0-)...

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
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............		56,445	95,955	95,955
	2	Savings and temporary cash investments..........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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)........		1,191,165	2,497,844	2,967,199
	c	Investments—corporate bonds (attach schedule)........		333,309	678,966	676,819
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........		40,000	75,800	75,713
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		1,620,919	3,348,565	3,815,686
		17	Accounts payable and accrued expenses..........		7,528	3,400
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 )
23		Total liabilities (add lines 17 through 22)..........		7,528	3,400
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		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		1,613,391	3,345,165
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		1,613,391	3,345,165
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		1,620,919	3,348,565

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	1,613,391
2	Enter amount from Part I, line 27a.....................	2	1,731,774
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	3,345,165
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	3,345,165

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	625.47 SH FN AL0065	P	2012-02-27	2013-07-25
b	475.00 SH POTASH CORP	P	2012-05-01	2013-11-15
c	159.62 SH FN AL0065	P	2012-02-27	2014-03-25
d	220.42 SH FN AL0065	P	2012-02-27	2014-06-25
e	404.31 SH FN AL0065	P	2012-02-27	2013-08-26
	186.44 SH FN AL0065	P	2012-02-27	2013-11-25
	227.80 SH FN AL0065	P	2012-02-27	2014-04-25
	381.18 SH FN AL0065	P	2012-02-27	2013-09-25
	10000.00 SH PEPSICO	P	2012-04-09	2013-11-25
	809.498 SH T ROWE PRICE NEW HORIZONS	P	2013-03-19	2014-04-29
	230.23 SH FN AL0065	P	2012-02-27	2013-10-25
	282.63 SH FN AL0065	P	2012-02-27	2013-12-26
	585.683 SH T ROWE PRICE NEW HORIZONS	P	2013-10-31	2014-04-29
	400.00 SH VARIAN MEDICAL	D	2012-12-12	2013-10-31
	375.00 SH APACHE	P	2012-12-27	2014-01-23
	585.00 SH ZIMMER HOLDINGS	D	2012-12-17	2014-05-15
	578.00 SH ZIMMER HOLDINGS	D	2013-10-18	2013-10-31
	150.00 SH APACHE	P	2013-10-31	2014-01-23
	1000.00 SH JOHNSON & JOHNSON	D	2014-05-13	2014-05-15
	1375.00 SH APPLIED MATLS	D	2013-10-18	2013-10-31
	1500.00 SH COCA COLA	D	2013-10-18	2014-01-23
	1726.00 SH CONVERGYS	D	2014-05-13	2014-05-15
	1403.00 SH APPLIED MATLS	D	2013-10-18	2013-10-31
	1096.00 SH JOHNSON & JOHNSON	D	2013-10-18	2014-01-23
	1500.00 SH CISCO SYSTEMS	D	2013-10-18	2014-05-15
	1432.00 SH CISCO SYSTEMS	D	2013-10-18	2013-10-31
	75.00 SH APPLE	P	2013-05-10	2014-01-23
	3000.00 SH ABBVIE	D	2014-05-13	2014-05-15
	1094.00 SH COCA COLA	D	2013-10-18	2013-10-31
	26.00 SH APPLE	D	2013-10-18	2014-01-23
	450.00 SH ABBVIE	P	2013-01-04	2014-05-15
	1449.00 SH MCGRAW-HILL FINANCIAL	D	2013-10-18	2013-10-31
	220.27 SH FN AL0065	P	2012-02-27	2014-01-27
	550.00 SH ABBVIE	P	2014-01-23	2014-05-15
	350.00 SH SYSCO CORP	P	2012-02-10	2013-10-31
	350.00 SH DEERE & CO	P	2012-12-21	2014-02-13
	200.52 SH FN AL0065	P	2012-02-27	2014-05-27
	1106.00 SH XILINX	D	2013-10-18	2013-10-31
	148.66 SH FN AL0065	P	2012-02-27	2014-02-25
	490.00 SH JOHNSON & JOHNSON	D	2014-05-13	2014-06-03
	6334.00 SH CHARLES SCHWAB	D	2013-10-18	2013-10-31
	521.866 SH AMERICAN EURO PAC GROWTH	P	2012-05-01	2014-03-07
	880.00 SH ABBOTT LABS	P	2014-01-23	2014-06-03
	175.00 SH POTASH CORP	P	2013-02-26	2013-11-15
	239.923 SH EUROPACIFIC GROWTH	P	2013-02-26	2014-03-07
	414.00 SH ABBOTT LABS	P	2012-12-21	2014-06-03

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	625	668	-43
b	15,408	21,131	-5,723
c	160	171	-11
d	220	235	-15
e	404	432	-28
	186	199	-13
	228	243	-15
	381	407	-26
	10,411	10,556	-145
	35,699	30,000	5,699
	230	246	-16
	283	302	-19
	25,829	27,000	-1,171
	29,073	12,052	17,021
	31,674	34,670	-2,996
	58,707	1	58,706
	50,836	6	50,830
	12,670	13,488	-818
	100,620	59,005	41,615
	24,705	6,901	17,804
	58,944	3,683	55,261
	37,499	2,980	34,519
	25,208	6,917	18,291
	102,178	2,510	99,668
	36,504	7,054	29,450
	32,373	7,575	24,798
	41,340	33,886	7,454
	157,496	74,913	82,583
	43,525	2,686	40,839
	14,331	9,247	5,084
	23,624	15,360	8,264
	101,963	10,430	91,533
	220	235	-15
	28,874	26,746	2,128
	11,371	10,297	1,074
	30,040	30,027	13
	201	214	-13
	50,428	8,602	41,826
	149	159	-10
	50,028	28,912	21,116
	145,102	68,692	76,410
	25,770	20,000	5,770
	35,012	33,014	1,998
	5,677	6,798	-1,121
	11,898	10,000	1,898
	16,471	13,032	3,439

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			-43
b			-5,723
c			-11
d			-15
e			-28
			-13
			-15
			-26
			-145
			5,699
			-16
			-19
			-1,171
			17,021
			-2,996
			58,706
			50,830
			-818
			41,615
			17,804
			55,261
			34,519
			18,291
			99,668
			29,450
			24,798
			7,454
			82,583
			40,839
			5,084
			8,264
			91,533
			-15
			2,128
			1,074
			13
			-13
			41,826
			-10
			21,116
			76,410
			5,770
			1,998
			-1,121
			1,898
			3,439

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	838,007
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 . . . . . . . . . . . . . . . .		3	244,893

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? Yes No

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	6,280	1,421,205	0.004419
2011		587,667
2010
2009
2008

2	Total of line 1, column (d) ......................	2	0.004419
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	0.002210
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	2,569,611
5	Multiply line 4 by line 3.......................	5	5,679
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	8,865
7	Add lines 5 and 6.........................	7	14,544
8	Enter qualifying distributions from Part XII, line 4..............	8	64,000
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	8,865
	hereand 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
3	Add lines 1 and 2............................	3	8,865
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	8,865
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	5,580
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	5,580
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	13
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,298
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses. Click to see attachment

Yes

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

ANNE DRACKETT THOMAS Telephone no. bullet

(269) 434-0318

Located at bullet

4201 GULF SHORE BLVD NORTHAPT 1202NAPLESFL ZIP+4 bullet

34103

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
ANNE DRACKETT THOMAS	PRESIDENT 0.00	0	0	0
4201 GULF SHORE BLVD NORTH 1202 NAPLES,FL34103	PRESIDENT 0.00	0	0	0
ELIZABETH G DANIELS	VICE PRESIDE 0.00	0	0	0
1170 FIFTH AVENUE APT 13C NEW YORK,NY10029	VICE PRESIDE 0.00	0	0	0
THOMAS C GARBER	SECRETARY/TR 0.00	0	0	0
8 HILL AND HOLLOW LANE CINCINNATI,OH45208	SECRETARY/TR 0.00	0	0	0

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...................

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


2


3


4

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	N/A
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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

Minimum investment return. Enter 5% of line 5..................

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

128,481

Tax on investment income for 2013 from Part VI, line 5......

8,865

Income tax for 2013. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

8,865

Distributable amount before adjustments. Subtract line 2c from line 1............

119,616

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

119,616

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

119,616

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

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)

Page 8

Part XIII

Undistributed Income (see instructions)

	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7		119,616
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......	63,504
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2013:
a From 2008.......
b From 2009.......
c From 2010.......
d From 2011.......
e From 2012.......
fTotal of lines 3a through e.........
4Qualifying distributions for 2013 from Part
XII, line 4: $ 64,000
a Applied to 2012, but not more than line 2a	63,504
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.....		496
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2013.
(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
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 ..........		119,120
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) ...
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2009....
b Excess from 2010....
c Excess from 2011....
d Excess from 2012....
e Excess from 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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

ANNE DRACKETT THOMAS

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
OLIVER WOLCOTT LIBRARY 160 SOUTH ST LITCHFIELD,CT06759			2014 FESTIVAL OF TREES	1,000
JUNIOR LEAGUE OF NY 130 EAST 80TH ST NEW YORK,NY10075			GENERAL FUND	1,000
LITCHFIELD HISTORICAL SOCIETY 7 SOUTH ST LITCHFIELD,CT06759			GENERAL FUND	10,000
LEELANAU CONSERVANCY 105 NORTH FIRST ST LELAND,MI49654			GENERAL FUND	6,000
CENTRAL PARK CONSERVANCY 14 EAST 60TH ST NEW YORK,NY10022			GENERAL FUND	5,000
CINCINNATI SYMPHONY ORCHESTRA 1241 ELM ST CINCINNATI,OH45202			IT WIRING	25,000
THE SEVEN HILLS SCHOOL 5400 RED BANK RD CINCINNATI,OH45227			GENERAL FUND	1,500
LITCHFIELD GARDEN CLUB 7 SOUTH ST LITCHFIELD,CT06759			GENERAL FUND	10,000
INLAND SEAS EDUCATIONAL ASSN 100 DAME STREET SUTTONS BAY,MI49682			GENERAL FUND	4,500
Total ................................. 3a				64,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	10,477
4 Dividends and interest from securities....			14	42,819
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	64,972
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)..				118,268

13Total. Add line 12, columns (b), (d), and (e)..................

13118,268

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

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

HRD-C FOUNDATION INC

Employer identification number

45-3591216

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... 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 HRD-C FOUNDATION INC

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	MARJORIE W DRACKETT 100 GLENVIEW PLACE NAPLES, FL34108	$1,684,053	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 HRD-C FOUNDATION INC			Employer identification number 45-3591216

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
1	196 SHARES APPLE	$99,467		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	637 SHARES LINEAR TECHNOLOGY	$24,926		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	5740 SHARES ABBVIE	$299,685		2014-05-13
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	2778 SHARES APPLIED MATERIALS	$50,060		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	1449 SHARES MCGRAW HILL FINCL	$100,169		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	2965 SHARES JOHNSON & JOHNSON	$299,636		2014-05-13
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Name of organization HRD-C FOUNDATION INC			Employer identification number 45-3591216
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
1	2842 SHARES CISCO SYSTEMS	$67,290		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	6334 SHARES CHARLES SCHWAB	$149,292		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	1726 SHARES CONVERGYS	$40,061		2014-05-13
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	2095 SHARES INTEL	$49,924		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	1106 SHARES XILINX	$49,991		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	1096 SHARES JOHNSON & JOHNSON	$100,388		2013-10-18
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Name of organization HRD-C FOUNDATION INC			Employer identification number 45-3591216
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
1	563 SHARES ZIMMER HOLDINGS	$49,918		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	2594 SHARES COCA COLA	$100,128		2013-10-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)		(d) Date received
1	5064 SHARES ABBOTT LABORATORIES	$200,129		2014-05-13
(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
HRD-C FOUNDATION INC

Employer identification number

45-3591216

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

(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

(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

(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

(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:

- TIN:

TY 2013 AccountingFeesSchedule

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FIFTH THIRD BANK	175	175
FLEMING BROCKSCHMIDT & DURKIN	2,950	2,950

- TIN:

TY 2013 CompensationExplanation

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Person Name	Explanation
ANNE DRACKETT THOMAS
ELIZABETH G DANIELS
THOMAS C GARBER

- TIN:

TY 2013 InvestmentsCorpBondsSchedule

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3M CO	9,890	9,507
AMERICAN EXPRESS	20,376	20,676
AT&T	20,950	21,277
AUTOZONE
BB&T	21,459	21,175
BERKSHIRE HATHAWAY FIN CORP	20,100	20,350
BLACKROCK	10,760	10,144
CATERPILLAR INC	20,220	20,227
COCA-COLA	9,960	10,104
COCA-COLA	10,251	10,235
CULLEN/FROST BANKERS	5,000	4,768
DUKE ENERGY CAROLINAS	10,258	10,223
FANNIE MAE	15,272	15,216
FEDERAL FARM CREDIT BANK	15,477	15,238
FEDERAL HOME LOAN	15,073	15,152
FG GO-8577	31,772	31,824
FLOWSERVE CORP	19,741	20,358
FN AL0065	18,213	18,482
FREDDIE MAC	24,880	25,094
GENERAL ELEC CAP CORP	20,124	20,143
HERSHEY	22,175	21,903
HOME DEPOT	11,616	10,791
JP MORGAN CHASE	10,010	10,047
JP MORGAN CHASE & CO	9,990	9,961
NORDSTROM	11,497	11,065
PEPSICO	19,101	19,814
PIMCO ENHANCED	25,362	25,350
POTASH CORP	10,807	10,554
SCHLUMBERGER	20,807	20,799
SIMON PPTY GROUP	10,940	10,995
SMUCKER JM	20,890	20,681
STONE RIDGE TR	5,700	5,777
STRIPS	9,895	9,973
TARGET	11,108	10,778
TJX COS	18,425	19,007
TSY INFL IX N/B	10,095	10,378
UNITED STATES TREASURY	15,159	15,141
UNITED STATES TREASURY	10,476	10,172
UNITED STATES TREASURY	24,384	24,646
VANGUARD	26,177	26,120
VERIZON	11,846	11,351
WALGREEN	20,335	20,173
WELLS FARGO	10,813	10,173
WESTERN UNION	11,582	10,977

- TIN:

TY 2013 InvestmentsCorpStockSchedule

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABB LTD	19,486	23,020
ABBOTT LABS	201,263	208,590
ABBVIE	143,055	154,646
AMERICAN EURO PAC GROWTH
AMGEN	55,146	59,185
ANHEUSER BUSCH	55,953	64,941
APACHE CORP
APPLE INC	86,272	110,587
BAXTER INTL	69,593	77,000
BERKSHIRE	62,600	69,608
CANADIAN NAT RES	58,017	79,883
CHEVRON	70,871	80,288
CONOCOPHILLIPS
CULLEN FROST BANKERS	16,975	23,826
CVS/CAREMARK	56,921	81,023
DEERE & CO
DISNEY WALT CO	28,689	49,301
EMC CORP	45,814	45,437
EUROPACIFIC GROWTH
FLOWSERVE CORP	59,102	59,480
FRANKLIN RES	28,826	39,042
GOOGLE	75,554	83,416
HARBER INTL	58,500	67,009
HOMESTEAD FDS	60,000	62,445
INTEL	79,122	101,815
JOHNSON & JOHNSON	149,060	154,314
LINEAR TECHNOLOGY	54,761	71,170
MASTERCARD	51,216	51,429
MCDONALDS	29,196	33,244
MERCK & CO	31,926	41,941
METLIFE	31,410	50,004
MICROSOFT	25,803	37,530
NORFOLK SOUTHRN	15,682	23,182
NOVARTIS	20,918	33,949
OPPENHEIMER DVLPNG	60,500	67,916
ORACLE	17,261	22,291
PEPSICO	54,846	64,325
POTASH CORP
PRECISION CASTPARTS CORP	52,362	54,266
PRINCIPAL MIDCAP BLEND FUND	60,000	64,533
QUALCOMM	30,014	40,788
RIO TINTO	38,195	37,996
SCHLUMBERGER	28,622	47,180
SCRIPPS NETWORKS	29,811	41,787
SPECTRA ENERGY	65,394	88,783
STONE RIDGE HIGH YIELD	8,500	8,541
SYSCO
T ROWE PRICE NEW HORIZONS
TJX COS INC	53,150	57,402
UNITED PARCEL	18,295	25,665
UNITED TECHNOLOGIES	50,440	60,611
US BANCORP	41,907	55,233
VARIAN MEDICAL
VERIZON	16,124	20,795
WASATCH INTL GROWTH FD	37,500	37,949
WELLS FARGO	41,001	57,816
WHITING PETROLEUM	37,019	55,372
WISCONSIN ENERGY	15,172	20,645
ZIMMER HOLDINGS

- TIN:

TY 2013 InvestmentsOtherSchedule2

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AQR RISK BALANCED COMMODITIES	AT COST	10,000	9,664
ABSOLUTE STRATEGIES FUND	AT COST	20,000	19,946
JP MORGAN	AT COST	10,000	10,025
STONE RIDE TR	AT COST	14,300	14,495
STONE RIDGE ASSET MANAGEMENT	AT COST	21,500	21,583

- TIN:

TY 2013 OtherExpensesSchedule

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Description	Revenue and Expenses per Books	Net Investment Income
EXPENSES
BANK FEES	6	6
REGISTERED AGENT FEE	150	150
FLORIDA ANNUAL REPORT FEE	61	61

- TIN:

TY 2013 OtherProfessionalFeesSchedule

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	756	756

- TIN:

TY 2013 SubstantialContributorsSch

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Name	Address
ANNE DRACKETT THOMAS	4201 GULF SHORE BLVD N 1202 NAPLES,FL34103

- TIN:

TY 2013 TaxesSchedule

Name:

HRD-C FOUNDATION INC

EIN: 45-3591216

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
IRS-ESTIMATE	1,782
FOREIGN DIVIDEND TAXES WITHHELD	667	667