Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
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$5,856,198J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 58 58  
4 Dividends and interest from securities...... 138,066 138,066  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 358,799
b Gross sales price for all assets on line 6a 2,048,269
7 Capital gain net income (from Part IV, line 2)... 358,799
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 1,512 1,512  
12 Total. Add lines 1 through 11........ 498,435 498,435  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,000 0   16,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,550 775   775
c Other professional fees (attach schedule).... Click to see attachment 45,637 22,819   22,819
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,476 2,675   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 384 287   97
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,047 26,556   39,691
25 Contributions, gifts, grants paid........ 230,000 230,000
26 Total expenses and disbursements. Add lines 24 and 25 298,047 26,556   269,691
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 200,388
b Net investment income (if negative, enter -0-) 471,879
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 229,546 -12,615 -12,615
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) 1,236,158 Click to see attachment1,342,414 1,353,458
b Investments—corporate stock (attach schedule)........ 2,391,921 Click to see attachment2,419,057 2,857,347
c Investments—corporate bonds (attach schedule)........ 922,464 Click to see attachment1,223,010 1,263,519
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 285,682 Click to see attachment308,509 394,489
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) 5,065,771 5,280,375 5,856,198
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 5,065,771 5,280,375
30 Total net assets or fund balances (see instructions)...... 5,065,771 5,280,375
31 Total liabilities and net assets/fund balances (see instructions).. 5,065,771 5,280,375
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 5,065,771
2 Enter amount from Part I, line 27a..................... 2 200,388
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 29,169
4 Add lines 1, 2, and 3.......................... 4 5,295,328
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 14,953
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,280,375
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 1,983,834   1,689,470 294,364
b 64,435     64,435
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       294,364
b       64,435
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 2 358,799
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 313,233 5,894,255 0.053142
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
2 Total of line 1, column (d) ...................... 2 0.252661
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 0.050532
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,898,220
5 Multiply line 4 by line 3....................... 5 298,049
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,719
7 Add lines 5 and 6......................... 7 302,768
8 Enter qualifying distributions from Part XII, line 4.............. 8 269,691
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 9,438
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 9,438
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 9,438
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,240
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 3,240
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,198
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website 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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    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     		4,000 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 (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    5,229,163
    b
    Average of monthly cash balances.......................
    1b
    384,281
    c
    Fair market value of all other assets (see instructions)................
    1c
    374,597
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,988,041
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,988,041
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    89,821
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,898,220
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    294,911
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    294,911
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    9,438
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,438
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    285,473
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    285,473
    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
    285,473
    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
    269,691
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    269,691
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    269,691
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 285,473
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010....... 8,225
    c From 2011.......  
    d From 2012....... 8,953
    e From 2013....... 24,998
    fTotal of lines 3a through e......... 42,176
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 269,691
    a Applied to 2013, 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 2014 distributable amount..... 269,691
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 15,782 15,782
    (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 26,394
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		26,394
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 1,396
    d Excess from 2013.... 24,998
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    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 (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALABAMA LIGHTHOUSE ASSOCIATION
    PO BOX 250
    MOBILE,AL36601     		  501(C)(3) COMMUNITY WELFARE 10,000
    ALABAMA PUBLIC TELEVISION
    2112 11TH AVE STE 400
    BIRMINGHAM,AL35205     		  501(C)(3) EDUCATION 5,000
    ALABAMA SCHOOL OF MATH AND SCIENCE
    1255 DAUPHIN STREET
    MOBILE,AL36604     		  170(C)1 EDUCATION 5,000
    BECKWITH CAMP
    10400 BECKWITH LANE
    FAIRHOPE,AL36532     		  501(C)(3) EDUCATION 10,000
    BIG BROTHERS BIG SISTERS OF SOUTH AL(YMCA)
    9 DAUPHIN ST STE 101
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 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
    COMPASSIONATE FRIENDS
    PO BOX 6507
    MOBILE,AL36660     		  501(C)(3) COMMUNITY WELFARE 2,000
    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
    FAMILY PROMISE OF COASTAL ALABAMA INC
    1260 DAUPHIN STREET
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 5,000
    FRIENDS OF THE MOBILE ANIMAL SHELTER
    855 OWENS ST
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 5,000
    GOVERNMENT STREET PRESBYTERIAN CHURCH
    PO BOX 1628
    MOBILE,AL36633     		  501(C)(3) COMMUNITY WELFARE 5,000
    LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVE
    WHITE PLAINS,NY10605     		  501(C)(3) EDUCATION 5,000
    LIGHT OF THE VILLAGE
    PO BOX 1641
    BAY MINETTE,AL36507     		  501(C)(3) COMMUNITY WELFARE 10,000
    MCKEMIE PLACE
    PO BOX 9082
    MOBILE,AL36671     		  501(C)(3) COMMUNITY WELFARE 5,000
    MISSION OF HOPE MINISTRIES
    PO BOX 8504
    MOBILE,AL36689     		  501(C)(3) COMMUNITY WELFARE 2,000
    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 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 RESCUE MISSION
    PO BOX 1095
    MOBILE,AL36633     		  501(C)(3) COMMUNITY WELFARE 5,000
    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 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 5,000
    SOUTHEASTERN DIABETES EDUCATION SERVICES
    500 CHASE PARK SOUTH SUITE 104
    HOOVER,AL35244     		  501(C)(3) EDUCATION 5,000
    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 12,500
    SURVIVORS OF MENTAL ILLNESS(SOMI) OUTREACH
    4351 MIDMOST DR
    MOBILE,AL36609     		  501(C)(3) COMMUNITY WELFARE 2,000
    THE LITTLE TREE LEARNING CENTER
    PO BOX 1368
    AUBURN,AL36831     		  501(C)(3) EDUCATION 5,000
    THE SALVATION ARMY
    1009 DAUPHIN STREET
    MOBILE,AL36606     		  501(C)(3) COMMUNITY WELFARE 14,000
    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 230,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 58  
    4 Dividends and interest from securities....     14 138,066  
    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 1,512  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 358,799  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 498,435 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13498,435
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 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 1,550 775   775

    TY 2014 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
    87612EAP1 TARGET CORP CALLABLE 72,087 80,952
    46625HHL7 JP MORGAN CHASE & CO 74,357 85,921
    002824AU4 ABBOTT LABS 5.125% 37,677 38,918
    149123BQ3 CATERPILLAR INC 55,333 60,048
    17275RAC6 CISCO SYSTEMS INC 54,928 51,539
    68389XAC9 ORACLE CORPORATION 48,120 55,629
    00206RAM4 AT&T INC 49,724 55,055
    92343VAC8 VERIZON COMMUNICATIONS 0 0
    25459HAN5 DIRECTV HOLDGS/FING 0 0
    71645WAP6 PETROBRAS INTL FIN CO 26,446 24,771
    369622SM8 GENEAL ELECTRIC CAPITAL CORP 50,937 56,221
    61747YCJ2 MORGAN STANLEY SERIES 25,484 28,015
    74432QBP9 PRUDENTIAL FINANCIAL 24,879 27,347
    126408GN7 CSX CORP 0 0
    12673PAC9 CA INC 25,750 27,829
    428236BE2 HEWLETT-PACKARD CO 24,769 25,135
    931142CZ4 WAL MART STORES INC 3.25% 10/25/10 53,542 52,468
    50075NBB9 KRAFT FOOD 4.125% 02/08/10 25,929 25,475
    054937AF4 BB&T CORP 5.25% 11/01/19 56,634 55,077
    459200HA2 IBM 2.9% 11/01/11 52,266 50,822
    548661CT2 LOWE'S COMPANIES 3.75% 11/22/1010 79,805 79,651
    931142DH3 WALMART STORES 2.55% 4/11/2013 72,881 72,415
    36962G6S8 GENERAL ELECTRIC CAPITAL COPR SERIES 3.1% 1/8/2013 75,368 74,793
    14912L5X5 CATERPILLAR FINANCIAL SVCS 3.75% 11/26/2013 78,203 78,226
    539830AY5 LOCKHEED MARTIN 3.35% 9/9/2011 77,495 77,192
    26442CAK0 DUKE ENERGY CAROLINAS 3.9% 5/19/11 80,396 80,020

    TY 2014 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 11,489 31,988
    713448108 PEPSICO INC 15,485 30,335
    742718109 PROCTER & GAMBLE CO 37,066 44,518
    166764100 CHEVRON CORP 0 0
    30231G102 EXXON MOBIL CORP 27,517 30,368
    806857108 SCHLUMBERGER LTD 38,268 46,543
    025816109 AMERICAN EXPRESS CO 12,124 15,155
    46625H100 JP MORGAN CHASE & CO 17,622 34,219
    744320102 PRUDENTIAL FINANCIAL INC 8,939 17,504
    92826C839 VISA INC CLASS A SHRS 0 0
    478160104 JOHNSON & JOHNSON 0 0
    863667101 STRYKER CORP 7,056 16,725
    883556102 THERMO FISHER SCIENTIFIC INC 5,626 15,571
    369604103 GENERAL ELECTRIC CO 10,792 15,278
    88579Y101 3M CO 12,299 29,317
    913017109 UNITED TECHNOLOGIES CORP 21,773 29,396
    17275R102 CISCO SYSTEMS INC 8,847 15,597
    268648102 E M C CORP MASS 0 0
    458140100 INTEL CORP 18,487 30,719
    68389X105 ORACLE CORPORATION 17,819 29,983
    747525103 QUALCOMM INC 18,805 28,685
    92343V104 VERIZON COMMUNICATIONS 25,802 30,297
    09247X101 BLACKROCK INC 8,597 15,569
    58933Y105 MERCK & CO. INC. NEW 20,879 31,027
    38259P508 GOOGLE INC CL A 8,088 8,101
    882508104 TEXAS INSTRS INC 0 0
    235851102 DANAHER CORP 0 0
    74005P104 PREXAIR INC 0 0
    98389B100 NEXTERA ENERGY 0 0
    254687106 WALT DISNEY 17,349 34,242
    345370860 FORD MOTOR COMPANY 31,392 29,795
    886547108 TIFFANY & CO. 0 0
    032511107 ANADARKO PETROLEUM CORP 0 0
    718546104 PHILLIPS 66 11,714 16,515
    172967424 CITIGROUP, INC. 28,745 33,144
    949746101 WELLS FARGO & CO 31,973 49,491
    58155Q103 MCKESSON CORP. 15,034 31,473
    438516106 HONEYWELL INTERNATIONAL, INC. 23,975 31,101
    037833100 APPLE, INC. 33,083 47,034
    G1151C101 ACCENTURE PLC SEDOL 0 0
    008882771 INVESCO INTERNATIONAL GROWTH 198,176 216,528
    025076845 AMERICAN CENTURY SMALL CAP VALUE 172,377 180,420
    339128100 JP MORGAN MID CAP VALUE 135,819 177,125
    552983470 MFS RESH INTL FD 204,225 220,187
    92828T889 VIRTUS EMERGING MKTS 129,400 123,556
    517834107 LAS VEGAS SANDS CORP 0 0
    855244109 STARBUCKS CORP 23,896 35,386
    427866108 THE HERSHEY COMPANY 29,760 27,537
    026874784 AMERICAN INTL GROUP INC 15,297 17,001
    G491BT108 INVESCO LTD 26,731 29,430
    151020104 CELGENE CORP 24,075 31,827
    30219G108 EXPRESS SCRIPTS HOLDING CO 0 0
    375558103 GILEAD SCIENCES INC 0 0
    628530107 MYLAN INC 13,561 15,947
    907818108 UNION PAC CORP 28,542 28,134
    G29183103 EATON CORP PLC 0 0
    052769106 AUTO DESK INC 9,543 12,519
    177376100 CITRIX SYSTEM INC 31,756 34,729
    38259P706 GOOGLE INC CL C 5,653 5,205
    461202103 INTUIT INC 9,998 16,123
    278865100 ECOLAB INC 28,584 30,529
    N53745100 LYONDELLBASELL INDUSTRIES- CL A 29,891 35,197
    63868B690 NATIONWIDE GENEVA MID CAP GROWTH FUND 0 0
    74972H689 RS SMALL CAP GROWTH FUND 165,741 185,385
    30303M102 FACEBOOK INC - A 16,146 16,295
    654106103 NIKE INC CL B 31,171 34,566
    655664100 NORDSTROM INC 30,353 29,800
    758766109 REGAL ENTMT GROUP CL A 32,734 29,588
    582839106 MEAD JOHNSON NUTRITION COMPANY 15,608 13,984
    436106108 HOLLYFRONTIER CORPORATION 17,797 18,357
    867914103 SUNTRUST BKS INC 31,594 32,910
    00287Y109 ABBVIE INC 31,847 34,603
    110122108 BRISTOL MYERS SQUIBB CO 32,233 32,937
    203668108 COMMUNITY HEALTH SYS INC NEW 31,968 37,782
    92532F100 VERTEX PHARMACEUTICALS INC 16,066 15,435
    G5960L103 MEDTRONIC PLC 16,020 15,191
    31428X106 FEDEX CORP 30,056 30,672
    94106L109 WASTE MANAGEMENT INC 14,424 13,442
    19246102 COGNIZANT TECHNOLOGY SOLUTIONS CL A 11,205 15,273
    04314H303 ARTISAN MID CAP FD-INV 177,545 179,704
    0206R102 AT&T INC 34,086 34,454
    65339F101 NEXTERA ENERGY INC 18,534 29,899

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    US Government Securities - End of Year Book Value:

    1,342,414
    US Government Securities - End of Year Fair Market Value:

    1,353,458
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2014 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 261,855 263,489
    RE3417004 PIONEER ROAD PARCEL MOBILE,AL 36582 AT COST 12,500 28,000
    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 2014 OtherDecreasesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Description Amount
       


    TY 2014 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 97 0   97
    INSURANCE 216 216   0
    SERVICE FEES 71 71   0


    TY 2014 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 1,158 1,158 1,158
    SECURITY LITIGATION PROCEEDS 354 354 354


    TY 2014 OtherIncreasesSchedule
    Name:
    CD HELEN AND JEFF GLAZE FOUNDATION
    EIN: 63-6174358
    Description Amount
       


    TY 2014 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 45,637 22,819   22,819


    TY 2014 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 1,246 1,246   0
    PROPERTY TAX 1,429 1,429   0
    2014 ESTIMATED TAXES 1,801 0   0