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 07-01-2013 , and ending 06-30-2014
Name of foundation
CD HELEN AND JEFF GLAZE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 160427   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36616
A Employer identification number

63-6174358
B Telephone number (see instructions)

(251) 438-8260
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$5,969,377J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 33 33  
4 Dividends and interest from securities...... 145,563 145,563  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 200,895
b Gross sales price for all assets on line 6a 1,280,221
7 Capital gain net income (from Part IV, line 2)... 200,895
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)....... Click to see attachment 8,705 3,705  
12 Total. Add lines 1 through 11........ 355,196 350,196  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,000 0   13,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 300 150   150
b Accounting fees (attach schedule)....... Click to see attachment 1,150 575   575
c Other professional fees (attach schedule).... Click to see attachment 45,531 22,784   22,747
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,453 2,357   0
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 416 416   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,850 26,282   36,472
25 Contributions, gifts, grants paid........ 280,000 280,000
26 Total expenses and disbursements. Add lines 24 and 25 347,850 26,282   316,472
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,346
b Net investment income (if negative, enter -0-) 323,914
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
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 58,635 229,546 229,546
2 Savings and temporary cash investments..........      
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) 1,357,685 Click to see attachment1,236,158 1,281,942
b Investments—corporate stock (attach schedule)........ 2,321,643 Click to see attachment2,391,921 3,108,520
c Investments—corporate bonds (attach schedule)........ 1,031,833 Click to see attachment922,464 980,315
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 284,147 Click to see attachment285,682 369,054
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) 5,053,943 5,065,771 5,969,377
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....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 5,053,943 5,065,771
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,053,943 5,065,771
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,053,943 5,065,771
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 5,053,943
2 Enter amount from Part I, line 27a..................... 2 7,346
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,904
4 Add lines 1, 2, and 3.......................... 4 5,066,193
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 422
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,065,771
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 PUBLICLY TRADED SECURITIES P    
b REAL ESTATE SALES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 1,246,466   1,078,076 168,390
b 1,500   1,250 250
c 32,255     32,255
d
e
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       168,390
b       250
c       32,255
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 2 200,895
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see 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 283,306 5,673,306 0.049937
2011 254,470 5,556,051 0.045801
2010 296,678 5,695,032 0.052094
2009 281,548 5,447,163 0.051687
2008 234,938 5,042,915 0.046588
2 Total of line 1, column (d) ...................... 2 0.246107
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 0.049221
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,894,255
5 Multiply line 4 by line 3....................... 5 290,121
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,239
7 Add lines 5 and 6......................... 7 293,360
8 Enter qualifying distributions from Part XII, line 4.............. 8 316,472
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 3,239
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 3,239
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 3,239
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,680
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 4,680
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 2
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 1,439
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,439 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    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.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletREGIONS BANK TRUST DEPARTMENT Telephone no.bullet (251) 438-8260
    Located atbullet11 NORTH WATER STREET - 28TH FLOORMOBILEAL ZIP+4bullet36602
    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
     
     
    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
    JEFFERY A HEAD DIRECTOR/SECRETARY
    1.00     		4,000 0 0
    107 ST FRANCIS ST
    MOBILE,AL36602
    JOHN M SIRMON DIRECTOR/TREASURER
    1.00     		4,000 0 0
    PO BOX 160427
    MOBILE,AL36616
    STOVA F MCFADDEN DIRECTOR/VICE-PRESIDENT
    1.00     		4,000 0 0
    718 DOWNTOWNER BLVD
    MOBILE,AL36616
    WILLIAM S MCFADDEN DIRECTOR
    1.00     		1,000 0 0
    718 DOWNTOWNER BLVD
    MOBILE,AL36609
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    294,713
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,239
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,239
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    291,474
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    291,474
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    291,474
    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 7 291,474
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 8,225
    d From 2011.......  
    e From 2012....... 8,953
    fTotal of lines 3a through e......... 17,178
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 316,472
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 291,474
    e Remaining amount distributed out of corpus 24,998
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 42,176
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		42,176
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 8,225
    c Excess from 2011....  
    d Excess from 2012.... 8,953
    e Excess from 2013.... 24,998
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    STOVA MCFADDEN
    718 DOWNTOWNER BLVD
    MOBILE,AL36609
    (251) 342-9172
    bThe form in which applications should be submitted and information and materials they should include:
    NO PRESCRIBED FORM; LETTER TO OUTLINE REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ALABAMA SCHOOL OF MATH AND SCIENCE
    1255 DAUPHIN STREET
    MOBILE,AL36604     		  170(C)1 EDUCATION 10,000
    BAY AREA FOOD BANK
    5248 MOBILE SOUTH STREET
    THEODORE,AL36582     		  501(C)(3) COMMUNITY WELFARE 7,500
    BECKWITH CAMP
    10400 BECKWITH LANE
    FAIRHOPE,AL36532     		  501(C)(3) EDUCATION 7,500
    BIG BROTHERS BIG SISTERS OF SOUTH AL(YMCA)
    9 DAUPHIN ST STE 101
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 7,500
    BOYS AND GIRLS CLUB OF SOUTH ALABAMA
    35 CODY ROAD SOUTH
    MOBILE,AL36608     		  501(C)(3) EDUCATION 5,000
    CENTER FOR THE LIVING ARTS
    301 CONTI ST
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 7,500
    CHILD ADVOCACY CENTER
    1351 SPRINGHILL AVENUE
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 10,000
    COMMUNITY SERVICES FOR THE VISION IMPAIRED
    328 DAUPHIN STREET C129
    MOBILE,AL36606     		  501(C)(3) COMMUNITY WELFARE 7,500
    DAUPHIN ISLAND SEA LAB
    101 BIENVILLE BLVD
    DAUPHIN ISLAND,AL36528     		  501(C)(3) EDUCATION 7,500
    DUMAS WESLEY CENTER
    126 MOBILE ST
    MOBILE,AL36607     		  501(C)(3) COMMUNITY WELFARE 5,000
    EXCEPTIONAL FOUNDATION
    28788 N MAIN STREET
    DAPHNE,AL36526     		  501(C)(3) COMMUNITY WELFARE 5,000
    FAIRHOPE FILM FESTIVAL
    10 N SECTION ST SUITE 108
    FAIRHOPE,AL36532     		  501(C)(3) EDUCATION 5,000
    FAIRHOPE LION'S CLUB
    PO BOX 317
    FAIRHOPE,AL36533     		  501(C)(3) COMMUNITY WELFARE 2,500
    FAMILY PROMISE OF COASTAL ALABAMA INC
    1260 DAUPHIN STREET
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 7,500
    GULF COAST EXPLOREUM SCIENCE CENTER
    65 GOVERNMENT STREET
    MOBILE,AL36602     		  501(C)(3) EDUCATION 5,000
    HISTORY MUSEUM OF MOBILE
    111 S ROYAL ST
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 7,500
    L'ARCHE OF MOBILE
    151 S ANN ST
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 7,500
    MCKEMIE PLACE
    PO BOX 9082
    MOBILE,AL36671     		  501(C)(3) COMMUNITY WELFARE 5,000
    MERCY LIFE
    2900 SPRINGHILL AVE
    MOBILE,AL36607     		  501(C)(3) COMMUNITY WELFARE 5,000
    MOBILE ANIMAL SHELTER
    855 OWENS ST
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 2,500
    MOBILE ARC
    2424 GORDON SMITH DRIVE
    MOBILE,AL36617     		  501(C)(3) COMMUNITY WELFARE 5,000
    MOBILE BAYKEEPER
    450-C GOVERNMENT STREET
    MOBILE,AL36602     		  501(C)(3) EDUCATION 5,000
    MOBILE BOTANICAL GARDENS
    5151 MUSEUM DRIVE
    MOBILE,AL36608     		  501(C)(3) COMMUNITY WELFARE 5,000
    MOBILE MUSEUM OF ART
    4850 MUSEUM DRIVE
    MOBILE,AL36608     		  501(C)(3) COMMUNITY WELFARE 5,000
    MOBILE OPERA
    257 DAUPHIN STREET
    MOBILE,AL36602     		  501(C)(3) EDUCATION 2,500
    MOBILE PUBLIC LIBRARY
    701 GOVERNMENT ST
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 5,000
    MOBILE SYMPHONY
    257 DAUPHIN STREET
    MOBILE,AL36602     		  501(C)(3) EDUCATION 2,500
    MULHERIN CUSTODIAL HOME
    2496 HALLS MILL ROAD
    MOBILE,AL36606     		  501(C)(3) COMMUNITY WELFARE 5,000
    PENELOPE HOUSE FAMILY VIOLENCE CENTER
    PO BOX 9127
    MOBILE,AL36691     		  501(C)(3) COMMUNITY WELFARE 10,000
    PLAYHOUSE IN THE PARK
    PO BOX 8145
    MOBILE,AL36689     		  501(C)(3) EDUCATION 5,000
    PRICHARD PREPARATORY SCHOOL
    743 MOUNT SINAI AVENUE
    WHISTLER,AL36612     		  501(C)(3) EDUCATION 5,000
    PROVIDENCE FOUNDATION
    PO BOX 850429
    MOBILE,AL36685     		  501(C)(3) COMMUNITY WELFARE 7,500
    RONALD MCDONALD HOUSE
    1626 SPRINGHILL AVENUE
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 5,000
    SOUTH ALABAMA VOLUNTEER LAWYERS
    56 ST JOSEPH ST 312
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 5,000
    ST LUKE'S EPISCOPAL SCHOOL
    1400 UNIVERSITY BOULEVARD SOUTH
    MOBILE,AL36609     		  501(C)(3) EDUCATION 10,000
    ST MARY'S HOME
    4350 MOFFETT ROAD
    MOBILE,AL36618     		  501(C)(3) COMMUNITY WELFARE 10,000
    ST PAUL'S EPISCOPAL SCHOOL
    161 DOGWOOD LN
    MOBILE,AL36608     		  501(C)(3) EDUCATION 10,000
    THE LIGHTHOUSE
    PO BOX 531
    ROBERTSDALE,AL36567     		  501(C)(3) COMMUNITY WELFARE 10,000
    THE SALVATION ARMY
    1009 DAUPHIN STREET
    MOBILE,AL36606     		  501(C)(3) COMMUNITY WELFARE 15,000
    USA CHILDREN'S AND WOMEN'S HOSPITAL
    1700 CENTER STREET
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 7,500
    VIA
    1717 DAUPHIN STREET
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 5,000
    VICTORY HEALTH PARTNERS
    3750 PROFESSIONAL PARKWAY
    MOBILE,AL36609     		  501(C)(3) COMMUNITY WELFARE 5,000
    WILMER HALL CHILDREN'S HOME
    3811 OLD SHELL ROAD
    MOBILE,AL36608     		  501(C)(3) EDUCATION 7,500
    Total .................................bullet 3a 280,000
    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 33  
    4 Dividends and interest from securities....     14 145,563  
    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 3,705  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 200,895  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aRETURN OF CHARITABLE DISTRIBUTION FROM 2012         5,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 350,196 5,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13355,196
    (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.)
    11A VOIDED CHECK FROM PREVIOUS YEAR'S CHARITABLE DISTRIBUTIONS
    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

    TY 2013 AccountingFeesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,150 575   575

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Name of Bond End of Year Book Value End of Year Fair Market Value
    254687AW6 WALT DISNEY CO DTD 4.5% 12/15/13 0 0
    87612EAP1 TARGET CORP CALLABLE 72,087 83,932
    46625HHL7 JP MORGAN CHASE & CO 74,357 88,674
    002824AU4 ABBOTT LABS 5.125% 38,066 39,827
    149123BQ3 CATERPILLAR INC 55,988 62,605
    17275RAC6 CISCO SYSTEMS INC 56,351 54,037
    68389XAC9 ORACLE CORPORATION 48,120 57,458
    00206RAM4 AT&T INC 49,724 56,970
    92343VAC8 VERIZON COMMUNICATIONS 51,117 53,877
    25459HAN5 DIRECTV HOLDGS/FING 51,008 51,073
    71645WAP6 PETROBRAS INTL FIN CO 26,624 26,720
    369622SM8 GENEAL ELECTRIC CAPITAL CORP 51,037 56,856
    38141EA33 GOLDMAN SACHS GROUP INC 0 0
    61747YCJ2 MORGAN STANLEY SERIES 25,547 28,755
    74432QBP9 PRUDENTIAL FINANCIAL 24,879 27,556
    126408GN7 CSX CORP 56,298 52,155
    12673PAC9 CA INC 25,847 28,106
    428236BE2 HEWLETT-PACKARD CO 24,769 25,536
    931142CZ4 WAL MART STORES INC 3.25% 10/25/10 54,075 52,506
    50075NBB9 MONDELEZ INTERNATIONAL 4.125% 02/08/10 26,197 26,289
    054937AF4 BB&T CORP 5.25% 11/01/19 57,818 56,777
    459200HA2 IBM 2.9% 11/01/11 52,555 50,606

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Name of Stock End of Year Book Value End of Year Fair Market Value
    126650100 CVS/CAREMARK CORPORATION 14,904 29,771
    713448108 PEPSICO INC 15,936 35,289
    718172109 PHILIP MORRIS INTERNATIONAL INC 0 0
    742718109 PROCTER & GAMBLE CO 33,301 43,146
    166764100 CHEVRON CORP 11,336 31,985
    30231G102 EXXON MOBIL CORP 21,591 30,204
    806857108 SCHLUMBERGER LTD 12,361 36,565
    025816109 AMERICAN EXPRESS CO 19,393 35,576
    46625H100 JP MORGAN CHASE & CO 27,124 43,791
    744320102 PRUDENTIAL FINANCIAL INC 5,488 15,091
    89417E109 TRAVELERS COMPANIES INC 0 0
    92826C839 VISA INC CLASS A SHRS 10,286 26,339
    018490102 ALLERGAN INC 0 0
    478160104 JOHNSON & JOHNSON 30,706 49,171
    863667101 STRYKER CORP 8,883 19,815
    883556102 THERMO FISHER SCIENTIFIC INC 4,864 18,880
    369604103 GENERAL ELECTRIC CO 10,677 16,162
    88579Y101 3M CO 15,504 35,810
    913017109 UNITED TECHNOLOGIES CORP 19,384 28,285
    17275R102 CISCO SYSTEMS INC 9,388 16,351
    268648102 E M C CORP MASS 6,306 16,726
    458140100 INTEL CORP 18,408 35,690
    48203R104 JUNIPER NETWORKS INC 0 0
    68389X105 ORACLE CORPORATION 19,234 35,018
    747525103 QUALCOMM INC 13,589 33,898
    61166W101 MONSANTO CO NEW 0 0
    92343V104 VERIZON COMMUNICATIONS 8,839 15,168
    09247X101 BLACKROCK INC 9,552 15,980
    58933Y105 MERCK & CO. INC. NEW 20,714 33,842
    38259P508 GOOGLE INC CL A 4,271 8,770
    882508104 TEXAS INSTRS INC 26,461 36,320
    431113505 HIGH MARK GENEVA CAP GROWTH 0 0
    87612E106 TARGET CORP. 0 0
    59156R108 METLIFE INC 0 0
    235851102 DANAHER CORP 23,503 34,248
    111320107 BROADCOM CORP 0 0
    74005P104 PREXAIR INC 23,523 33,210
    98389B100 NEXTERA ENERGY 16,832 32,281
    254687106 WALT DISNEY 29,759 45,871
    345370860 FORD MOTOR COMPANY 28,667 32,411
    548661107 LOWE'S COMPANIES, INC. 0 0
    580135101 MCDONALDS CORP. 0 0
    872540109 TJX COS INC NEW 0 0
    886547108 TIFFANY & CO. 11,690 20,050
    931142103 WAL MART STORES, INC. 0 0
    032511107 ANADARKO PETROLEUM CORP 26,503 39,409
    718546104 PHILLIPS 66 21,390 30,161
    172967424 CITIGROUP, INC. 44,029 41,919
    949746101 WELLS FARGO & CO 32,493 50,458
    071813109 BAXTER INTERNATIONAL 0 0
    58155Q103 MCKESSON CORP. 17,719 30,725
    438516106 HONEYWELL INTERNATIONAL, INC. 23,324 28,350
    037833100 APPLE, INC. 44,825 55,293
    G1151C101 ACCENTURE PLC SEDOL 27,007 30,719
    008882771 INVESCO INTERNATIONAL GROWTH 267,468 325,311
    025076845 AMERICAN CENTURY SMALL CAP VALUE 164,449 187,671
    339128100 JP MORGAN MID CAP VALUE 145,267 190,513
    552983470 MFS RESH INTL FD 270,454 315,181
    92828T889 VIRTUS EMERGING MKTS 121,790 121,562
    98389B100 XCEL ENERGY, INC. 0 0
    92828N528 VIRTUS SMALL-MID CAP FUND 0 0
    517834107 LAS VEGAS SANDS CORP 14,267 12,958
    855244109 STARBUCKS CORP 28,727 30,952
    427866108 THE HERSHEY COMPANY 16,557 16,553
    026874784 AMERICAN INTL GROUP INC 29,014 28,655
    G491BT108 INVESCO LTD 28,594 32,654
    151020104 CELGENE CORP 14,251 15,458
    30219G108 EXPRESS SCRIPTS HOLDING CO 28,791 31,892
    375558103 GILEAD SCIENCES INC 19,645 28,189
    628530107 MYLAN INC 14,886 15,468
    907818108 UNION PAC CORP 14,023 17,955
    G29183103 EATON CORP PLC 28,812 29,328
    052769106 AUTO DESK INC 9,298 14,095
    177376100 CITRIX SYSTEM INC 13,854 14,699
    38259P706 GOOGLE INC CL C 4,260 8,629
    461202103 INTUIT INC 14,371 18,522
    278865100 ECOLAB INC 31,354 33,402
    N53745100 LYONDELLBASELL INDUSTRIES- CL A 14,396 19,042
    63868B690 NATIONWIDE GENEVA MID CAP GROWTH FUND 148,576 179,620
    74972H689 RS SMALL CAP GROWTH FUND 179,053 171,463

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    US Government Securities - End of Year Book Value:

    1,236,158
    US Government Securities - End of Year Fair Market Value:

    1,281,942
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    031999998 AMSOUTH TIMBER COMPANY TE, LLC AT COST 239,028 239,454
    RE3417004 PIONEER ROAD PARCEL MOBILE,AL 36582 AT COST 12,500 26,600
    RE3558005 5 ACRE PARCEL NORTH COTTAGE HILL ROAD MOBILE,AL 36609 AT COST 0 0
    RE4784006 LOT 9 NORTH FOREST SUB SATSUMA,AL AT COST 4,500 8,000
    RE4828001 AL PORT AREA LOTS & RESERVED PARCELS AT COST 29,654 95,000

    TY 2013 LegalFeesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 300 150   150


    TY 2013 OtherDecreasesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Description Amount
    TIMING DIFFERENCE BOOK AND TAX 422


    TY 2013 OtherExpensesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEETING EXPENSE 111 111   0
    INSURANCE 161 161   0
    SERVICE FEES 144 144   0


    TY 2013 OtherIncomeSchedule2
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMSOUTH TIMBER COMPANY TE, LLC 2,881 2,881 2,881
    SECURITY LITIGATION PROCEEDS 824 824 824
    RETURN OF CHARITABLE DISTRIBUTION FROM 2012 5,000   5,000


    TY 2013 OtherIncreasesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Description Amount
    ADJUSTMENT TO CARRYING VALUE OF PARTNERSHIP 4,904


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDUCIARY FEES 45,531 22,784   22,747


    TY 2013 TaxesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 949 949   0
    PROPERTY TAX 1,408 1,408   0
    2013 ESTIMATED TAXES 4,680 0   0
    2012 EXCISE TAXES 416 0   0