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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,566,586J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 213 213  
4 Dividends and interest from securities... 122,063 122,063  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,382
b Gross sales price for all assets on line 6a 1,363,415
7 Capital gain net income (from Part IV, line 2)... 65,382
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 5,036 5,036  
12 Total. Add lines 1 through 11........ 192,694 192,694  
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 2,150 1,075   1,075
c Other professional fees (attach schedule).... Click to see attachment 43,903 21,952   21,951
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,151 2,513   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 311 213   98
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,515 25,753   39,124
25 Contributions, gifts, grants paid....... 220,000 220,000
26 Total expenses and disbursements. Add lines 24 and 25 300,515 25,753   259,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -107,821
b Net investment income (if negative, enter -0-) 166,941
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. -12,615 324,015 324,015
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) 1,342,414 Click to see attachment1,093,037 1,107,123
b Investments—corporate stock (attach schedule)....... 2,419,057 Click to see attachment2,345,843 2,548,972
c Investments—corporate bonds (attach schedule)....... 1,223,010 Click to see attachment1,111,627 1,181,413
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 308,509 Click to see attachment309,600 405,063
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) 5,280,375 5,184,122 5,566,586
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 5,280,375 5,184,122
30 Total net assets or fund balances (see instructions)..... 5,280,375 5,184,122
31 Total liabilities and net assets/fund balances (see instructions). 5,280,375 5,184,122
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
5,280,375
2
Enter amount from Part I, line 27a .....................
2
-107,821
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,568
4
Add lines 1, 2, and 3 ..........................
4
5,184,122
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,184,122
Form 990-PF (2015)
Form 990-PF (2015)
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 1,310,036   1,298,033 12,003
b 53,379     53,379
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       12,003
b       53,379
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 65,382
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))
2014 269,691 5,898,220 0.045724
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
2
Total of line 1, column (d) .....................
20.246698
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
0.049340
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,604,793
5
Multiply line 4 by line 3......................
5
276,540
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,669
7
Add lines 5 and 6........................
7
278,209
8
Enter qualifying distributions from Part XII, line 4.............
8
259,124
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,339
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,339
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,339
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 9,440
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 9,440
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 1
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 6,100
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,100 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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  
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    4,973,054
    b
    Average of monthly cash balances.......................
    1b
    320,035
    c
    Fair market value of all other assets (see instructions)................
    1c
    397,056
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,690,145
    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
    5,690,145
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    85,352
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,604,793
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    280,240
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    280,240
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,339
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,339
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    276,901
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    276,901
    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
    276,901
    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
    259,124
    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
    259,124
    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
    259,124
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 276,901
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012...... 1,396
    d From 2013...... 24,998
    e From 2014......  
    fTotal of lines 3a through e........ 26,394
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 259,124
    a Applied to 2014, 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 2015 distributable amount..... 259,124
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 17,777 17,777
    (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 8,617
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		8,617
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 8,617
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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 CONTEMPORARY ART CENTER
    301 CONTI ST
    MOBILE,AL36602     		  501(C)(3) EDUCATION 2,500
    ALABAMA FREE CLINIC
    PO BOX 1284
    BAY MINETTE,AL36507     		  501(C)(3) COMMUNITY WELFARE 5,000
    ALABAMA PUBLIC RADIO
    BOX 870370 REESE PHIFER HALL SUITE
    166
    TUSCALOOSA,AL35487     		  501(C)(3) EDUCATION 5,000
    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
    AUTISM AVENUE
    164 ST FRANCIS ST STE 210
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 2,500
    BIG BROTHERS BIG SISTERS OF SOUTH AL(YMCA)
    9 DAUPHIN ST STE 101
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 5,000
    CAMP BECKWITH
    10400 BECKWITH LANE
    FAIRHOPE,AL36532     		  501(C)(3) EDUCATION 10,000
    CHILD ADVOCACY CENTER
    1351 SPRINGHILL AVENUE
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 5,000
    COMMUNITY SERVICES FOR THE VISION IMPAIRED
    328 DAUPHIN STREET C129
    MOBILE,AL36606     		  501(C)(3) COMMUNITY WELFARE 5,000
    COMPASSIONATE FRIENDS
    PO BOX 6507
    MOBILE,AL36660     		  501(C)(3) COMMUNITY WELFARE 2,500
    DAUPHIN ISLAND SEA LAB
    101 BIENVILLE BLVD
    DAUPHIN ISLAND,AL36528     		  501(C)(3) EDUCATION 5,000
    DUMAS WESLEY CENTER
    126 MOBILE ST
    MOBILE,AL36607     		  501(C)(3) COMMUNITY WELFARE 5,000
    EPILEPSY FOUNDATION
    273 AZALEA ROAD 310
    MOBILE,AL36609     		  501(C)(3) COMMUNITY WELFARE 2,500
    FAIRHOPE LION'S CLUB
    PO BOX 317
    FAIRHOPE,AL36533     		  501(C)(3) COMMUNITY WELFARE 2,500
    FEEDING THE GULF COAST
    5248 MOBILE STREET S
    THEODORE,AL36582     		  501(C)(3) COMMUNITY WELFARE 5,000
    GULF COAST EXPLOREUM SCIENCE CENTER
    65 GOVERNMENT STREET
    MOBILE,AL36602     		  501(C)(3) EDUCATION 5,000
    LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVE
    WHITE PLAINS,NY10605     		  501(C)(3) EDUCATION 2,500
    LIGHT HOUSE
    23306 CHICAGO STREET
    ROBERTSDALE,AL36567     		  501(C)(3) COMMUNITY WELFARE 10,000
    LIGHT OF THE VILLAGE
    PO BOX 1641
    BAY MINETTE,AL36507     		  501(C)(3) COMMUNITY WELFARE 2,500
    MCKEMIE PLACE
    PO BOX 9082
    MOBILE,AL36671     		  501(C)(3) COMMUNITY WELFARE 5,000
    MERCY LIFE
    2900 SPRINGHILL AVE
    MOBILE,AL36607     		  501(C)(3) COMMUNITY WELFARE 2,500
    MOBILE ANIMAL SHELTER
    855 OWENS ST
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 7,500
    MOBILE BAYKEEPER
    450-C GOVERNMENT STREET
    MOBILE,AL36602     		  501(C)(3) EDUCATION 7,500
    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
    MULHERIN CUSTODIAL HOME
    2496 HALLS MILL ROAD
    MOBILE,AL36606     		  501(C)(3) COMMUNITY WELFARE 7,500
    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 2,500
    PRODISEE PANTRY
    6530 SPANISH FORT BLVD
    SPANISH FORT,AL36527     		  501(C)(3) COMMUNITY WELFARE 10,000
    PROVIDENCE FOUNDATION
    PO BOX 850429
    MOBILE,AL36685     		  501(C)(3) COMMUNITY WELFARE 5,000
    RONALD MCDONALD HOUSE
    1626 SPRINGHILL AVENUE
    MOBILE,AL36604     		  501(C)(3) COMMUNITY WELFARE 5,000
    SOUTH ALABAMA VOLUNTEER LAWYERS
    56 ST JOSEPH ST 312
    MOBILE,AL36602     		  501(C)(3) COMMUNITY WELFARE 2,500
    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 10,000
    THE SALVATION ARMY
    1009 DAUPHIN STREET
    MOBILE,AL36606     		  501(C)(3) COMMUNITY WELFARE 10,000
    THE SHOULDER
    31214 COLEMAN LANE
    SPANISH FORT,AL36527     		  501(C)(3) COMMUNITY WELFARE 2,500
    VICTORY HEALTH PARTNERS
    3750 PROFESSIONAL PARKWAY
    MOBILE,AL36609     		  501(C)(3) COMMUNITY WELFARE 5,000
    WATERFRONT RESCUE MISSION
    380 W HERMAN STREET
    PENSACOLA,FL32505     		  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 220,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........     		    14 213  
    4 Dividends and interest from securities....     14 122,063  
    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.....     18 5,036  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 65,382  
    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).. 0 192,694 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13192,694
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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 2,150 1,075   1,075

    TY 2015 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 77,756
    46625HHL7 JP MORGAN CHASE & CO 74,357 84,309
    002824AU4 ABBOTT LABS 5.125% 37,271 38,446
    149123BQ3 CATERPILLAR INC 54,631 57,878
    68389XAC9 ORACLE CORPORATION 48,120 54,128
    00206RAM4 AT&T INC 49,724 53,815
    71645WAP6 PETROBRAS INTL FIN CO 26,259 24,153
    369622SM8 GENEAL ELECTRIC CAPITAL CORP 50,832 58,010
    61747YCJ2 MORGAN STANLEY SERIES 25,418 27,738
    74432QBP9 PRUDENTIAL FINANCIAL 24,879 27,590
    12673PAC9 CA INC 25,649 27,474
    931142CZ4 WAL MART STORES INC 3.25% 10/25/10 52,996 54,091
    054937AF4 BB&T CORP 5.25% 11/01/19 55,416 55,404
    459200HA2 IBM 2.9% 11/01/11 51,971 53,243
    548661CT2 LOWE'S COMPANIES 3.75% 11/22/1010 79,152 83,375
    931142DH3 WALMART STORES 2.55% 4/11/2013 72,881 78,281
    36962G6S8 GENERAL ELECTRIC CAPITAL COPR SERIES 3.1% 1/8/2013 75,342 80,116
    14912L5X5 CATERPILLAR FINANCIAL SVCS 3.75% 11/26/2013 77,884 82,931
    539830AY5 LOCKHEED MARTIN 3.35% 9/9/2011 77,214 79,959
    26442CAK0 DUKE ENERGY CAROLINAS 3.9% 5/19/11 79,544 82,716

    TY 2015 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 9,971 25,371
    713448108 PEPSICO INC 19,367 27,650
    30231G102 EXXON MOBIL CORP 34,751 43,683
    806857108 SCHLUMBERGER LTD 22,010 29,418
    46625H100 JP MORGAN CHASE & CO 13,937 26,720
    744320102 PRUDENTIAL FINANCIAL INC 8,516 12,841
    863667101 STRYKER CORP 16,235 29,478
    883556102 THERMO FISHER SCIENTIFIC INC 2,888 14,037
    369604103 GENERAL ELECTRIC CO 21,043 28,647
    88579Y101 3M CO 11,158 28,895
    913017109 UNITED TECHNOLOGIES CORP 22,839 28,201
    17275R102 CISCO SYSTEMS INC 7,485 14,861
    458140100 INTEL CORP 15,485 30,176
    68389X105 ORACLE CORPORATION 28,796 42,935
    747525103 QUALCOMM INC 12,363 14,089
    92343V104 VERIZON COMMUNICATIONS 33,768 45,342
    09247X101 BLACKROCK INC 7,642 13,701
    58933Y105 MERCK & CO. INC. NEW 10,110 14,690
    172967424 CITIGROUP, INC. 14,242 13,268
    949746101 WELLS FARGO & CO 31,095 39,994
    438516106 HONEYWELL INTERNATIONAL, INC. 18,186 28,033
    037833100 APPLE, INC. 40,064 43,020
    008882771 INVESCO INTERNATIONAL GROWTH 301,059 300,113
    025076845 AMERICAN CENTURY SMALL CAP VALUE 142,600 124,864
    339128100 JP MORGAN MID CAP VALUE 101,917 129,009
    552983470 MFS RESH INTL FD 319,425 301,246
    855244109 STARBUCKS CORP 23,361 28,788
    427866108 THE HERSHEY COMPANY 13,984 17,137
    026874784 AMERICAN INTL GROUP INC 13,915 13,222
    G491BT108 INVESCO LTD 16,584 12,106
    151020104 CELGENE CORP 11,695 13,611
    907818108 UNION PAC CORP 14,224 14,222
    177376100 CITRIX SYSTEM INC 10,253 13,535
    461202103 INTUIT INC 11,140 14,509
    278865100 ECOLAB INC 24,605 27,871
    N53745100 LYONDELLBASELL INDUSTRIES- CL A 14,216 12,354
    74972H689 RS SMALL CAP GROWTH FUND 147,973 129,149
    30303M102 FACEBOOK INC - A 24,319 27,199
    654106103 NIKE INC CL B 14,466 14,352
    867914103 SUNTRUST BKS INC 26,250 26,127
    110122108 BRISTOL MYERS SQUIBB CO 25,284 28,611
    92532F100 VERTEX PHARMACEUTICALS INC 17,677 13,075
    G5960L103 MEDTRONIC PLC 26,284 29,502
    94106L109 WASTE MANAGEMENT INC 10,959 14,911
    192446102 COGNIZANT TECHNOLOGY SOLUTIONS CL A 23,951 26,101
    04314H303 ARTISAN MID CAP FD-INV 155,121 127,937
    0206R102 AT&T INC 24,638 30,463
    65339F101 NEXTERA ENERGY INC 12,680 29,992
    437076102 HOME DEPOT INC. 13,941 13,152
    577081102 MATTEL INC 14,268 13,955
    580135101 MCDONALDS CORP 25,994 26,114
    02209S103 ALTRIA GROUP INC 13,001 14,895
    191216100 COCA COLA CO 27,403 28,150
    609207105 MONDELEZ INTERNATIONAL 26,616 28,489
    931142103 WAL MART STORES INC 25,915 30,668
    966837106 WHOLE FOODS MKT INC. 14,255 12,872
    166764100 CHEVRON CORP 28,708 29,038
    H1467J104 CHUBB LIMITED 25,170 29,018
    717081103 PFIZER INC 29,709 29,400
    G0177J108 ALLERGAN PLC 28,705 26,575
    G29183103 EATON CORP PLC 28,151 26,699
    02079K107 ALPHABET INC CL C 11,443 13,842
    02079K305 ALPHABET INC CL A 25,664 27,437
    595017104 MICROCHIP TECHNOLOGY INC 25,716 27,410
    062828M876 BARON EMERGING MARKETS 25,175 26,652
    842587107 SOUTHERN CO 25,478 29,550

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    CD HELEN AND JEFF GLAZE
     
    FOUNDATION
    EIN:
    63-6174358
    US Government Securities - End of Year Book Value:

    1,093,037
    US Government Securities - End of Year Fair Market Value:

    1,107,123
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2015 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 262,946 274,063
    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 2015 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 98 0   98
    INSURANCE 213 213   0


    TY 2015 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 5,036 5,036 5,036


    TY 2015 OtherIncreasesSchedule
    Name:
    CD HELEN AND JEFF GLAZE
     
    FOUNDATION
    EIN:
    63-6174358
    Description Amount
    ADJUSTMENT TO CARRYING VALUE OF PARTNERSHIP 1,055
    TIMING DIFFERENCE BOOK AND TAX 10,513


    TY 2015 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 43,903 21,952   21,951


    TY 2015 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 1,076 1,076   0
    PROPERTY TAX 1,437 1,437   0
    2015 ESTIMATED TAXES 9,440 0   0
    2014 FEDERAL BALANCE DUE 6,198 0   0