Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
Edward E Haddock Jr Family Foundation
 
% FOUNDATION SOURCE
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside RdSuite 123Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-3929999
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,915,637J 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) 181,064
2 Check bullet
3 Interest on savings and temporary cash investments 55,238 55,238  
4 Dividends and interest from securities...... 26,309 26,309  
5a Gross rents.............. 840 840  
b Net rental income or (loss) 840
6a Net gain or (loss) from sale of assets not on line 10 13,774
b Gross sales price for all assets on line 6a 92,470
7 Capital gain net income (from Part IV, line 2)... 13,774
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 -580 195  
12 Total. Add lines 1 through 11........ 276,645 96,356  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 6,172 0 0 6,172
b Accounting fees (attach schedule)....... Click to see attachment 438 0 0 438
c Other professional fees (attach schedule).... Click to see attachment 24,398 2,939   21,459
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 900      
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,589 2,122  
20 Occupancy.............. 41,383     41,383
21 Travel, conferences, and meetings....... 101     101
22 Printing and publications.......... 1,440     1,440
23 Other expenses (attach schedule)....... Click to see attachment 78,030 9,845   68,185
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 155,451 14,906 0 139,178
25 Contributions, gifts, grants paid........ 214,325 214,325
26 Total expenses and disbursements. Add lines 24 and 25 369,776 14,906 0 353,503
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -93,131
b Net investment income (if negative, enter -0-) 81,450
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...............      
2 Savings and temporary cash investments.......... 19,860,209 15,709,027 15,709,027
3 Accounts receivable bullet840
Less: allowance for doubtful accounts bullet     840 840
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........   Click to see attachment3,931,157 4,077,750
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet61,296
Less: accumulated depreciation (attach schedule) bullet2,122   Click to see attachment59,174 59,174
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........   Click to see attachment57,828 59,794
14 Land, buildings, and equipment: basis bullet9,519
Less: accumulated depreciation (attach schedule) bullet467   Click to see attachment9,052 9,052
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,860,209 19,767,078 19,915,637
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 19,860,209 19,767,078
30 Total net assets or fund balances (see page 17 of the
instructions).................... 19,860,209 19,767,078
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 19,860,209 19,767,078
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 19,860,209
2 Enter amount from Part I, line 27a..................... 2 -93,131
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 19,767,078
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 19,767,078
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      
b Passthrough K1 Capital Gain      
c
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 92,470   78,923 13,547
b       227
c
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       13,547
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 13,774
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 152,689 10,153,770 0.015038
2011 28,593 443,038 0.064538
2010 55,236 58,472 0.944657
2009 6,308 6,356 0.992448
2008 0 0 0.0
2 Total of line 1, column (d) ...................... 2 2.016681
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 0.403336
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 19,665,848
5 Multiply line 4 by line 3....................... 5 7,931,944
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 815
7 Add lines 5 and 6......................... 7 7,932,759
8 Enter qualifying distributions from Part XII, line 4.............. 8 363,022
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 1,629
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  
3 Add lines 1 and 2............................ 3 1,629
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 1,629
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 942
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 949
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,891
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 262
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet262 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletDE, FL
    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) Click to see attachment.............
    11
    Yes
     
    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
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFOUNDATION SOURCE Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    No
    .........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
     
    No
    .........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). Click to see attachment
    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
    Edward E Haddock III Pres / Sec
    40.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Edward E Haddock Jr Chairman/Dir
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    Foundation Source Administrative 64,202
    55 Walls Drive 3rd fl
    Fairfield,CT06824
    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)
    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.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    983,292
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,629
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,629
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    981,663
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    981,663
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    981,663
    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 7 981,663
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 289,378
    b Total for prior years:2011, 2010, 2009  
    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: bullet$ 363,022
    a Applied to 2012, but not more than line 2a 289,378
    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..... 73,644
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		908,019
    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 ......     		0
    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.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BLOOD WATER MISSION INC
    521 8TH AVE S STE 204
    NASHVILLE,TN37203     		N/A PC General & Unrestricted 1,500
    CENTRAL FLORIDA FOUNDATION INC
    1411 EDGEWATER DR STE 203
    ORLANDO,FL32804     		N/A PC General & Unrestricted 25,525
    CENTRAL FLORIDA ZOOLOGICAL SOCIETY INC
    PO BOX 470309
    LAKE MONROE,FL32747     		N/A PC General & Unrestricted 7,750
    COMMON MARKET PHILADELPHIA INC
    428 E ERIE AVE
    PHILADELPHIA,PA19134     		N/A PC General & Unrestricted 500
    CORACLE
    2883 QUICKSBURG RD
    QUICKSBURG,VA22847     		N/A PC General & Unrestricted 300
    DESIRE STREET MINISTRIES
    PO BOX 18057
    ATLANTA,GA30316     		N/A PC General & Unrestricted 1,000
    DUKE UNIVERSITY
    710 W MAIN ST STE 200
    DURHAM,NC27701     		N/A PC Partnership for Appalachian Girls' Education (PAGE)Initiative 5,000
    EDWARD E HADDOCK JR FAMILY OPERATING FOUNDATION
    3300 UNIVERSITY BLVD STE 218
    WINTER PARK,FL32792     		N/A POF expenditure responsibility grant 50,000
    ENZIAN THEATRE INC
    1300 S ORLANDO AVE
    MAITLAND,FL32751     		N/A PC General & Unrestricted 4,250
    GEORGETOWN UNIVERSITY
    2115 WISCONSIN AVE NW STE 500
    WASHINGTON,DC20007     		N/A PC Entrepreneurship Initiative at the McDonough School of business 2,000
    GRACE MINISTRIES INTERNATIONAL INC
    131 VILLAGE PKWY NE BLDG 4
    MARIETTA,GA30067     		N/A PC General & Unrestricted 5,000
    LIGHTHOUSE CENTRAL FLORIDA INC
    421 E ROBINSON ST
    ORLANDO,FL32801     		N/A PC General & Unrestricted 1,000
    NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC
    11625 RAINWATER DR STE 500
    ALPHARETTA,GA30009     		N/A PC Edward E Haddock Jr. Family Foundation Fund 10,000
    NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC
    11625 RAINWATER DR STE 500
    ALPHARETTA,GA30009     		N/A PC Edward E Haddock Jr. Family Foundation Fund 16,000
    ORLANDO BALLET INC
    415 E PRINCETON ST
    ORLANDO,FL32803     		N/A PC General & Unrestricted 1,000
    POLIS INSTITUTE INC
    PO BOX 560531
    ORLANDO,FL32856     		N/A PC General & Unrestricted 1,000
    PREEMPTIVE LOVE COALITION
    1300 DARBYTON DR
    HEWITT,TX76643     		N/A PC General & Unrestricted 28,500
    PREEMPTIVE LOVE COALITION
    1300 DARBYTON DR
    HEWITT,TX76643     		N/A PC Tikrit Remedy Mission Initiative 27,000
    RESTORE HOPE ORLANDO INC
    PO BOX 568606
    ORLANDO,FL32856     		N/A PC General & Unrestricted 6,500
    RESTORE HOPE ORLANDO INC
    PO BOX 568606
    ORLANDO,FL32856     		N/A PC administrative support for the Interim Executive directors 1,000
    SAVORY INSTITUTE ORG INC
    637 B S BROADWAY ste 124
    BOULDER,CO80305     		N/A PC General & Unrestricted 1,000
    SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY
    34 WALL ST STE 502
    ASHEVILLE,NC28801     		N/A PC SAHC stewardship fund 5,000
    STAKEHOLDER FORUM FOR A SUSTAINABLE FUTURE
    49 Effra Road unit 60
    London   SW2 1BZ
    UK     		N/A PC General & Unrestricted 500
    THE CARTER CENTER INC
    453 FREEDOM PKWY NE
    ATLANTA,GA30307     		N/A PC General & Unrestricted 500
    THE NATURE CONSERVANCY
    222 S WESTMONTE DR STE 300
    ALTAMONTE SPRINGS,FL32714     		N/A PC General & Unrestricted 1,000
    THE NATURE CONSERVANCY
    222 S WESTMONTE DR STE 300
    ALTAMONTE SPRINGS,FL32714     		N/A PC protect and restore the Northern Everglades and Florida Coral Reefs 4,000
    THIRD SECTOR NEW ENGLAND INC
    89 S ST STE 700
    BOSTON,MA02111     		N/A PC Real Food Challenge Program 500
    THIRD SECTOR NEW ENGLAND INC
    89 S ST STE 700
    BOSTON,MA02111     		N/A PC Real Food Challenge Program 1,000
    VALENCIA COLLEGE FOUNDATION INC
    190 S ORANGE AVE
    ORLANDO,FL32801     		N/A PC Take Stock in Children Program 5,000
    WILLIAM AND MARY ATHLETIC EDUCATIONAL FOUNDATION
    PO BOX 399
    WILLIAMSBURG,VA23187     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 214,325
    bApproved for future payment
    Total .................................bullet 3b  
    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 55,238  
    4 Dividends and interest from securities....     14 26,309  
    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 .............     		    01 840  
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 13,774  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aK-1 Inc/Loss 525990 -775 14 195  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -775 96,356  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1395,581
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


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

    26-3929999
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    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
     
     

    Sungate Trust II  
    3300 University Blvd Suite 218
     
    Winter Park, FL32792

    		$100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Edward E Haddock Jr Family Trust  
    3300 University Blvd Suite 218
     
    Winter Park, FL32792

    		$81,064


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    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
    2
    		 Flatiron Desk $2,039 2013-08-14
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Antique Oak Conference Table $9,035 2013-11-20
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Dinner chairs & Retro Pub table $1,473 2013-08-14
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Wisteria table lamp $209 2013-09-03
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Tiffany Stained Glass table lamp $718 2013-09-02
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 6'11" x 10'1" Red Chobi rug $4,956 2013-09-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    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
    2
    		 Chesterfield Sofa $4,847 2013-09-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Eloise Chair $3,630 2013-09-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Barcelona ARM chairs $8,307 2013-09-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 10' X 14' Kazak rug $6,650 2013-10-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Refrigerator $3,265 2013-10-28
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Meyda Tiffany 22"H Belvedere Table lamp $256 2013-11-01
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    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
    2
    		 Meyda Tiffany 25"H Albequerque Tbl lamp $268 2013-11-01
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Artwork - On the St. John's River $758 2013-11-04
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 "Jaxson" Media Easel $1,458 2013-11-14
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 French carved Oak Louis xiiii buffet $1,975 2013-12-05
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Balustrade Salvaged Wood Coffee Table $1,437 2013-12-23
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 French Casement Bookcase $1,527 2013-12-23
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    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
    2
    		 French Casement Cabinets $1,437 2013-12-23
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Architectural salvage 1900 Bookcase $522 2013-08-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Antique Banker 1920 Oak Armchair $459 2013-08-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Antique 1900 Mahogany & leather chair $668 2013-08-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Railroad Dpt 1920 Walnut& leather bench $2,293 2013-08-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Oak 4 Drawer 1615 Antique File Cabinet $1,132 2013-08-12
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    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
    2
    		 Sawyer Slide Tables $1,158 2013-08-14
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Mission Oak Side Table $518 2013-08-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Towsley Factory Cart $300 2013-08-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 9' X 12' Kazak rug $5,114 2013-09-05
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Chesterfield Chair $3,231 2013-09-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Rebecca Trunk $579 2013-08-14
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    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
    2
    		 Mission Era Oak Double Bookcase $595 2013-08-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    Edward E Haddock Jr Family Foundation
          		Employer identification number

    26-3929999
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bookkeeping 438     438

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    TY 2013 DepreciationSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FLATIRON DESK 2013-08-14 2,039   SL 7 121      
    OAK CONFRNC TABLE 2013-11-20 9,035   SL 7 108      
    DINNER CHAIRS&TBL 2013-08-14 1,473   SL 7 88      
    WISTERIA TBL LAMP 2013-09-03 209   SL 7 10      
    STND GLASS TB LAMP 2013-09-03 718   SL 7 34      
    RED CHOBI RUG 2013-09-05 4,957   SL 7 236      
    CHESTERFIELD SOFAS 2013-09-09 4,847   SL 7 231      
    ELOISE CHAIRS 2013-09-09 3,630   SL 7 173      
    BARCELONA ARMCHRS 2013-09-30 8,307   SL 7 297      
    10 X 14 KAZAK RUG 2013-10-15 6,650   SL 7 238      
    REFRIGERATOR 2013-10-28 3,265   SL 7 78      
    BELVEDERE TBL LAMP 2013-11-01 256   SL 7 6      
    ALBEQUERQUE TB LMP 2013-11-01 268   SL 7 6      
    ARTWRK-ST JOHN RVR 2013-11-04 758   SL 7 18      
    JAXSON-MEDIA EASEL 2013-11-14 1,458   SL 7 35      
    FRENCH OAK BUFFET 2013-12-05 1,975   SL 7 24      
    SLVGD WD COFFEE TB 2013-12-23 1,437   SL 7        
    CASEMENT BOOKCASE 2013-12-23 1,527   SL 7        
    CASEMENT CABINETS 2013-12-23 1,437   SL 7        
    SLVG 1900 BOOKCASE 2013-08-12 522   SL 7 31      
    1920 OAK ARMCHAIR 2013-08-12 459   SL 7 27      
    1900 MAHOGANY CHR 2013-08-12 668   SL 7 40      
    RAILROAD DPT BENCH 2013-08-12 2,293   SL 7 136      
    OAK DRWR FILE CBNT 2013-08-12 1,132   SL 7 67      
    SAWYER SLIDE TABLE 2013-08-14 1,158   SL 7 69      
    OAK SIDE TABLE 2013-08-15 518   SL 7 31      
    TOWSLEY FCTRY CART 2013-08-15 300   SL 7 18      
    9' X 12' KAZAK RUG 2013-09-05 5,114   SL 7 244      
    CHESTERFIELD CHRS 2013-09-09 3,231   SL 7 154      
    REBECCA TRUNK 2013-08-14 579   SL 7 34      
    OAK DBLE BOOKCASE 2013-08-15 595   SL 7 35      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 ExpenditureResponsibilityStmt
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Edward E Haddock Jr Family Operating
          		3300 University Blvd Suite 218
    Winter Park,FL32792     		2013-08-09 50,000 To support general operating expenses. 44,941 NO 9/23/2013   None necessary

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BLACKROCK FUNDS II, STRATEGIC 1,006,172 1,027,316
    CAPITAL PRODUCT PARTNERS UNITS 106,056 126,687
    COSTAMARE INC 29,580 31,059
    DYNAGAS LNG PARTNERS LP 26,925 33,825
    GASLOG LTD 72,781 85,450
    GOLAR LNG LTD 75,220 72,580
    GOLAR LNG PARTNERS LP 101,818 93,775
    KNOT OFFSHORE PARTNERS LP 76,371 89,920
    NAVIOS MARITIME ACQUISITION CO 48,254 55,000
    NAVIOS MARITIME PARTNRS LP 75,847 99,424
    NORDIC AMERICAN TANKER SHIPPNG 39,980 48,500
    PIMCO FUNDS TOTAL RETURN FUND 1,012,316 1,015,959
    PIMCO UNCONSTRAINED BOND FUND 1,004,965 997,778
    SHIP FINC INTL 97,629 106,470
    TEEKAY OFFSHORE PARTNERS LP 74,750 76,107
    TEEKAY TANKERS CL A 82,493 117,900

    TY 2013 InvestmentsLandSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FLATIRON DESK 2,039   1,918  
    OAK CONFRNC TABLE 9,035   8,927  
    DINNER CHAIRS&TBL 1,473   1,385  
    WISTERIA TBL LAMP 209   199  
    STND GLASS TB LAMP 718   684  
    RED CHOBI RUG 4,957   4,721  
    CHESTERFIELD SOFASC 4,847   4,616  
    ELOISE CHAIRS 3,630   3,457  
    BARCELONA ARMCHRS 8,307   8,010  
    10 X 14 KAZAK RUG 6,650   6,412  
    REFRIGERATOR 3,265   3,187  
    BELVEDERE TBL LAMP 256   250  
    ALBEQUERQUE TB LMP 268   262  
    ARTWRK-ST JOHN RVR 758   740  
    JAXSON-MEDIA EASEL 1,458   1,423  
    FRENCH OAK BUFFET 1,975   1,951  
    SLVGD WD COFFEE TB 1,437   1,437  
    CASEMENT BOOKCASE 1,527   1,527  
    CASEMENT CABINETS 1,437   1,437  
    SLVG 1900 BOOKCASE 522   491  
    1920 OAK ARMCHAIR 459   432  
    1900 MAHOGANY CHR 668   628  
    RAILROAD DPT BENCH 2,293   2,157  
    OAK DRWR FILE CBNT 1,132   1,065  
    SAWYER SLIDE TABLE 1,158   1,089  
    OAK SIDE TABLE 518   487  
    TOWSLEY FCTRY CART 300   282  

    TY 2013 InvestmentsOtherSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TEEKAY LNG PARTNERS LP   57,828 59,794

    TY 2013 LandEtcSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    9' X 12' KAZAK RUG 5,114 244 4,870  
    CHESTERFIELD CHRS 3,231 154 3,077  
    REBECCA TRUNK 579 34 545  
    OAK DBLE BOOKCASE 595 35 560  


    TY 2013 LegalFeesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL GOVERNANCE 6,172     6,172


    TY 2013 OtherExpensesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 64,202     64,202
    Bank Charges 290 290    
    K-1 Exp TEEKAY LNG PARTNERS LP 52 52    
    Office Supplies 122     122
    State or Local Filing Fees 105     105
    PROPERTY INSURANCE 3,010     3,010
    EQUIPMENT/MAINTENANCE EXPENSES 10,249 9,503   746


    TY 2013 OtherIncomeSchedule2
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss TEEKAY LNG PARTNERS LP -580 195  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Appraisal Services 3,375     3,375
    Investment Management Services 2,939 2,939    
    Philanthropic Consulting Srvcs 18,084     18,084


    TY 2013 TaxesSchedule
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 900      


    TY 2013 TransfersToControlledEntities
    Name:
    Edward E Haddock Jr Family Foundation
    EIN: 26-3929999
    Name US /
    Foreign Address    		 EIN Description Amount
    EDWARD E HADDOCK JR FAMILY OPERATING Fdn 3300 UNIVERSITY BLVD STE 218
    WINTER PARK,FL32792     		45-2671147 Expenditure Responsibility Grant 50,000
    Total     50,000