Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
WEJ FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)6900 SOUTH GRAY ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46237
A Employer identification number

35-2123724
B Telephone number (see instructions)

(317) 783-5461
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$0J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 7,418 4,709  
4 Dividends and interest from securities...... 57,246 57,246  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 37,379
b Gross sales price for all assets on line 6a 837,836
7 Capital gain net income (from Part IV, line 2)... 21,755
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 519    
12 Total. Add lines 1 through 11........ 102,562 83,710  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 10      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 2 2    
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,239 3,239    
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 3,806 3,806    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,057 7,047   0
25 Contributions, gifts, grants paid........ 166,002 166,002
26 Total expenses and disbursements. Add lines 24 and 25 173,059 7,047   166,002
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -70,497
b Net investment income (if negative, enter -0-) 76,663
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments..........      
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)      
b Investments—corporate stock (attach schedule)........ 2,458,176 Click to see attachment2,387,341  
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment30,905 Click to see attachment30,883  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,489,081 2,418,224 0
Liabilities 17 Accounts payable and accrued expenses.......... 360  
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).......... 360 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,488,721 2,418,224
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,488,721 2,418,224
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,489,081 2,418,224
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 2,488,721
2 Enter amount from Part I, line 27a..................... 2 -70,497
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,418,224
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,418,224
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
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
b
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 21,755
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 120,105 2,435,347 0.049317
2011 154,177 821,964 0.187571
2010 165,305 860,544 0.192094
2009 81,962 945,650 0.086673
2008 2,500 51,553 0.048494
2 Total of line 1, column (d) ...................... 2 0.564149
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 0.112830
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,381,276
5 Multiply line 4 by line 3....................... 5 268,679
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 767
7 Add lines 5 and 6......................... 7 269,446
8 Enter qualifying distributions from Part XII, line 4.............. 8 166,002
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,533
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,533
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,533
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
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  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,558
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 2014 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 page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
     
    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)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJEAN DEUSER Telephone no.bullet (317) 783-5461
    Located atbullet6900 SOUTH GRAY ROADINDIANAPOLISIN ZIP+4bullet46237
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WESSLEY JACKSONClick to see attachment DIRECTOR
    1.00     		0 0 0
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237
    KYLE JACKSONClick to see attachment DIRECTOR
    1.00     		0 0 0
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237
    JACK CONNERClick to see attachment DIRECTOR
    1.00     		0 0 0
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237
    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  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    119,064
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,533
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,533
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    117,531
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    117,531
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    117,531
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 117,531
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 33,684
    c From 2010....... 122,518
    d From 2011....... 113,377
    e From 2012.......  
    fTotal of lines 3a through e......... 269,579
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 166,002
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 117,531
    e Remaining amount distributed out of corpus 48,471
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 318,050
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		318,050
    10 Analysis of line 9:
    a Excess from 2009.... 33,684
    b Excess from 2010.... 122,518
    c Excess from 2011.... 113,377
    d Excess from 2012....  
    e Excess from 2013.... 48,471
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVANCE AMERICA
    101 W OHIO ST SUITE 600
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) EDUCATION 5,000
    AMBASSADORS FOR SPORTS
    PO BOX 72191
    CLEVELAND,OH44192     		NONE 501(C)(3) RELIGIOUS 500
    ASSEMBLIES OF GOD
    1445 N BOONVILLE AVE
    SPRINGFIELD,MO65802     		NONE 501(C)(3) RELIGIOUS 120
    ASSIST INTERNATIONAL
    PO BOX 66396
    SCOTTS VALLEY,CA95067     		NONE 501(C)(3) RELIGIOUS 240
    ATHLETES IN ACTION
    PO BOX 628222
    ORLANDO,FL32862     		NONE 501(C)(3) RELIGIOUS 240
    BAPTIST MID MISSIONS
    PO BOX 308011
    CLEVELAND,OH44130     		NONE 501(C)(3) RELIGIOUS 240
    CAMPUS CRUSADE
    PO BOX 628222
    ORLANDO,FL32862     		NONE 501(C)(3) RELIGIOUS 4,080
    CHAMPIONS FOR LIFE
    PO BOX 761101
    DALLS,TX75376     		NONE 501(C)(3) RELIGIOUS 6,000
    CHRISTIAN AID MISSION
    1201 5TH STREET EXT
    CHARLOTTESVILLE,VA22902     		NONE 501(C)(3) RELIGIOUS 2,500
    CRESENT PROJECT
    PO BOX 50986
    INDIANAPOLIS,IN46250     		NONE 501(C)(3) RELIGIOUS 120
    EFCA REACHGLOBAL
    901 EAST 78TH STREET
    MINNEAPOLIS,MN55420     		NONE 501(C)(3) RELIGIOUS 240
    ENGINEERING MINISTRIES INTERNATIONA
    130 EAST KIOWA ST SU 200
    COLORADO SPRINGS,CO80903     		NONE 501(C)(3) RELIGIOUS 240
    ENGLISH LANGUAGE INSTITUTE
    1629 BLIUE SPRUCE DRIVE
    FORT COLLINS,CO80524     		NONE 501(C)(3) RELIGIOUS 240
    FIRST PRIORITY
    224 NORTH PHILLIPS AVE
    SIOUX FALLS,SD57104     		NONE 501(C)(3) RELIGIOUS 240
    GRACE BIBLE CHURCH
    560 E TRACY ROAD
    NEW WHITELAND,IN46184     		NONE 501(C)(3) RELIGIOUS 240
    HARRISON CENTER FOR
    1505 NORTH DELAWARE ST
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) EDUCATION 500
    HEARTLAND TRULY MOVING PICTURS
    1043 VIRGINIA AVE
    INDIANAPOLIS,IN46203     		NONE 501(C)(3) ARTS 1,000
    HORIZON CHILDRENS HOME
    PO BOX 180
    PENDLETON,IN46064     		NONE 501(C)(3) RELIGIOUS 240
    HORIZON INTERNATIONAL
    PO BOX 180
    PENDELTON,IN46064     		NONE 501(C)(3) RELIGIOUS 480
    INDIANA SPORTS OUTREACH
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237     		NONE 501(C)(3) RELIGIOUS 1,050
    INTEGRARE
    20 RAYTON ROAD
    HANOVER,NH03755     		NONE 501(C)(3) RELIGIOUS 240
    INTERNATIONAL SPORTS MINI
    PO BOX 4168
    WHEATON,IL60189     		NONE 501(C)(3) RELIGIOUS 360
    LEAD TO SERVE
    PO BOX 130998
    CARLSBAD,CA92013     		NONE 501(C)(3) RELIGIOUS 16,000
    MISSION TO THE WORLD
    PO BOX 116284
    ATLANTA,GA30368     		NONE 501(C)(3) RELIGIOUS 360
    NEMA
    PO BOX 10201
    SAVANNAH,GA31412     		NONE 501(C)(3) HEALTH 240
    NEW SONG
    4640 PROGRESS DRIVE
    COLUMBUS,IN47201     		NONE 501(C)(3) RELIGIOUS 12,000
    OLIVET NAZARENE UNIVERSITY
    1 UNIVERSITY AVE
    BOURBONNAIS,IL60914     		NONE 501(C)(3) RELIGIOUS 100
    OM USA
    PO BOX 444
    TYRONE,GA30290     		NONE 501(C)(3) RELIGIOUS 1,590
    OMS INTERNATIONAL
    PO BOX 444
    TYRONE,GA30290     		NONE 501(C)(3) RELIGIOUS 240
    REACT SERVICES
    12114 BOYDTON PLANK RD
    DINWIDDIE,VA23841     		NONE 501(C)(3) RELIGIOUS 720
    REFORMED UNIVERSITY MINISTRIES
    1700 W BROWN RD STE 104
    ATLANTA,GA30368     		NONE 501(C)(3) RELIGIOUS 160
    REMEDY FM
    6429 OAKBROOK PKWY
    FORT WAYNE,IN46825     		NONE 501(C)(3) RELIGIOUS 50
    RILEY'S CHILDREN FOUNDATI
    30 S MERIDIAN
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) HEALTH 525
    RIO GRANDE BIBLE INST
    4300 S US HWY 281
    EDINBURG,TX78539     		NONE 501(C)(3) RELIGIOUS 240
    SECOND HELPINGS
    1121 SOUTHEASTERN AVE
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) HEALTH 1,200
    SEND INTERNATIONAL
    PO BOX 513
    FARMINGTON,MI48332     		NONE 501(C)(3) RELIGIOUS 240
    SERV LIFE
    PO BOX 20596
    INDIANAPOLIS,IN46220     		NONE 501(C)(3) RELIGIOUS 3,000
    SHEPHERD COMMUNITY CENTER
    4107 E WASHINGTON ST
    INDIANAPOLIS,IN46201     		NONE 501(C)(3) HEALTH 3,000
    SLAVIC GOSPEL ASSOC
    6151 COMMONWEALTH DR
    LOVES PARK,IL61111     		NONE 501(C)(3) RELIGIOUS 240
    SOUTH AMERICA MISSION
    1021 MAXWELL MILL ROAD
    FORT MILL,SC29708     		NONE 501(C)(3) RELIGIOUS 240
    SPORTSQUEST MINISTRIES
    PO BOX 53433
    INDIANAPOLIS,IN46253     		NONE 501(C)(3) RELIGIOUS 500
    TAYLOR UNIVERSITY
    236 WEST READE AVE
    UPLAND,IN46989     		NONE 501(C)(3) RELIGIOUS 3,047
    TCM INTERNATIONAL
    PO BOX 24560
    INDIANAPOLIS,IN46224     		NONE 501(C)(3) RELIGIOUS 500
    THE INTERNATIONAL FOUNDAT
    PO BOX 23813
    WASHINGTON,DC20026     		NONE 501(C)(3) RELIGIOUS 240
    URBAN YOUTH MINISTRY
    7915 S EMERSON AVE
    INDIANAPOLIS,IN46237     		NONE 501(C)(3) RELIGIOUS 480
    VIEWFINDER PROJECT
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237     		NONE 501(C)(3) EDUCATION 200
    VINEYARD CHRISTIAN CHURCH EVANSTON
    2495 HOWARD STREET
    EVANSTON,IL60202     		NONE 501(C)(3) RELIGIOUS 40,000
    WORLD SPORTS
    PO BOX 2607
    BONITA SPRINGS,FL34133     		NONE 501(C)(3) RELIGIOUS 54,560
    WORLD WIDE WORD
    24162 ROCHESTER LANE
    ALDIE,VA20105     		NONE 501(C)(3) RELIGIOUS 240
    YOUNG LIFE
    PO BOX 520
    COLORADO SPRINGS,CO80901     		NONE 501(C)(3) RELIGIOUS 500
    YOUNGLIFERACEWAY REGION
    1010 N CAPITOL AVE
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) RELIGIOUS 1,000
    YOUTH FOR CHRIST
    PO BOX 68695
    INDIANAPOLIS,IN46268     		NONE 501(C)(3) RELIGIOUS 240
    YOUTH FOR CHRIST USA
    PO BOX 4555
    ENGLEWOOD,CO80155     		NONE 501(C)(3) RELIGIOUS 240
    Total .................................bullet 3a 166,002
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 7,418  
    4 Dividends and interest from securities....     14 57,246  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 21,755 15,624
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aUNCASHED CHECK     1 360  
    bNATURAL RESOURCE PARTNERS     14 146  
    cCOMPASS DIVERSIFIED HOLDINGS     14 13  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   86,938 15,624
    13Total. Add line 12, columns (b), (d), and (e)..................
    13102,562
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 CompensationExplanation
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Person Name Explanation
    WESSLEY JACKSON  
    KYLE JACKSON  
    JACK CONNER  

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

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    6 SH 3M COMPANY 2012-05 PURCHASE 2013-09   704 509     195  
    100 SH ABBOTT LABORATORIES 2012-05 PURCHASE 2013-09   3,355 2,967     388  
    100 SH ABBOTT LABORATORIES 2012-05 PURCHASE 2013-09   3,363 2,967     396  
    1 SH ABBOTT LABORATORIES 2012-08 PURCHASE 2013-09   34 31     3  
    0.55 SH ABBOTT LABORATORIES 2012-08 PURCHASE 2013-09   18 17     1  
    132 SH ABBVIE INC COM USD0.01 2012-05 PURCHASE 2013-10   6,376 4,306     2,070  
    58 SH AFLAC INC 2012-07 PURCHASE 2013-09   3,518 2,428     1,090  
    210 SH ANNALY CAPITAL MANAGEMENTINC 2012-05 PURCHASE 2013-06   2,712 3,525     -813  
    6 SH ANNALY CAPITAL MANAGEMENTINC CO 2012-07 PURCHASE 2013-06   77 103     -26  
    0.73 SH ANNALY CAPITAL MANAGEMENTINC 2012-07 PURCHASE 2013-06   9 13     -4  
    50 SH BAE SYSTEMS SPON ADR EAREP 4 O 2012-07 PURCHASE 2013-10   1,428 949     479  
    86 SH BAE SYSTEMS SPON ADR EAREP 4 O 2012-07 PURCHASE 2013-10   2,469 1,632     837  
    114 SH BAE SYSTEMS SPON ADR EAREP 4 2012-07 PURCHASE 2013-11   3,247 2,163     1,084  
    294 SH CISCO SYS INC 2012-12 PURCHASE 2013-09   7,146 5,799     1,347  
    21 SH CLOROX CO DEL 2012-07 PURCHASE 2013-10   1,784 1,519     265  
    16 SH COMPANIA CERVECERIAS UNIDASS A 2013-09 PURCHASE 2013-10   9       9  
    100 SH COMPANIA CERVECERIAS UNIDASSA 2013-08 PURCHASE 2013-11   2,456 2,646     -190  
    20 SH COMPANIA CERVECERIAS UNIDASSA 2013-10 PURCHASE 2013-11   491 558     -67  
    46 SH COMPASS DIVERSIFIED HLDGSSH BE 2013-02 PURCHASE 2013-10   850 730     120  
    9 SH CVS CAREMARK CORP 2012-05 PURCHASE 2013-09   532 410     122  
    49 SH EMERSON ELECTRIC CO 2012-05 PURCHASE 2013-05   2,758 2,319     439  
    50 SH ENTERPRISE PRODUCTS PPTNSLP 2012-05 PURCHASE 2013-05   3,040 1,979     1,061  
    153 SH FORD MTR CO DEL COM 2013-08 PURCHASE 2013-09   2,656 2,519     137  
    147 SH FORD MTR CO DEL COM 2013-08 PURCHASE 2013-11   2,497 2,421     76  
    134 SH GENERAL MILLS INC 2012-04 PURCHASE 2013-10   6,579 5,180     1,399  
    122 SH HATTERAS FINL CORP COM 2012-05 PURCHASE 2013-05   3,279 3,525     -246  
    3 SH HATTERAS FINL CORP COM 2012-07 PURCHASE 2013-05   81 88     -7  
    0.74 SH HATTERAS FINL CORP COM 2012-07 PURCHASE 2013-05   20 22     -2  
    5 SH IMPERIAL TOBACCO GROUPSPON ADR 2013-02 PURCHASE 2013-10   359 363     -4  
    120 SH INTEL CORP 2013-01 PURCHASE 2013-02   2,545 2,545        
    21 SH JOHNSON & JOHNSON 2012-05 PURCHASE 2013-03   1,657 1,368     289  
    54 SH JOHNSON & JOHNSON 2012-05 PURCHASE 2013-03   4,260 3,499     761  
    0.73 SH JOHNSON & JOHNSON 2012-06 PURCHASE 2013-03   58 46     12  
    100 SH LINN ENERGY LLC UNIT REPSTGLT 2013-02 PURCHASE 2013-07   2,605 3,356     -751  
    27 SH MEDTRONIC INC 2013-02 PURCHASE 2013-09   1,453 1,271     182  
    25 SH OCCIDENTAL PETROLEUM CORP 2012-09 PURCHASE 2013-06   2,230 2,175     55  
    45 SH PEARSON SPONS ADR EACHREP 1 OR 2012-04 PURCHASE 2013-10   959 816     143  
    173 SH PEPSICO INC 2012-04 PURCHASE 2013-11   14,914 11,430     3,484  
    102 SH PIEDMONT NATURAL GAS CON C 2012-05 PURCHASE 2013-10   3,400 3,042     358  
    210 SH SINCLAIR BROADCAST GROUPINC C 2013-02 PURCHASE 2013-08   5,032 3,080     1,952  
    29 SH SINCLAIR BROADCAST GROUPINC CL 2013-08 PURCHASE 2013-10   996 725     271  
    200 SH STATOIL ASA SPON ADR EACHREP 2012-05 PURCHASE 2013-08   4,271 5,300     -1,029  
    7 SH STATOIL ASA SPON ADR EACHREP 1 2012-06 PURCHASE 2013-08   149 159     -10  
    0.96 SH STATOIL ASA SPON ADR EACHREP 2012-06 PURCHASE 2013-08   21 22     -1  
    30 SH SUNOCO LOGISTICS PARTNERSL P C 2013-02 PURCHASE 2013-05   1,804 1,840     -36  
    121 SH TEEKAY LNG PARTNERS LPPARTNER 2012-05 PURCHASE 2013-10   5,057 4,527     530  
    75 SH TELEKOMUNIKASI INDONESIA(PERSE 2012-06 PURCHASE 2013-05   3,509 2,518     991  
    107 SH THOMSON-REUTERS CORP COMNPV I 2012-05 PURCHASE 2013-10   3,732 3,269     463  
    15 SH V F CORP 2012-05 PURCHASE 2013-02   2,336 2,161     175  
    0.08 SH V F CORP 2012-06 PURCHASE 2013-02   12 11     1  
    24 SH WALGREEN COMPANY 2012-05 PURCHASE 2013-09   1,238 747     491  
    36 SH WALMART STORES INC 2012-05 PURCHASE 2013-03   2,607 2,375     232  
    124 SH WASTE MANAGEMENT INC 2012-04 PURCHASE 2013-10   5,269 4,377     892  
    139 SH WELLS FARGO & CO NEW 2012-04 PURCHASE 2013-09   5,899 4,596     1,303  
    59 SH ABBOTT LABORATORIES 2011-05 PURCHASE 2013-02   2,060 1,508     552  
    2.02 SH ABBOTT LABORATORIES 2011-08 PURCHASE 2013-02   71 46     25  
    1.81 SH ABBOTT LABORATORIES 2011-11 PURCHASE 2013-02   63 46     17  
    1.78 SH ABBOTT LABORATORIES 2012-02 PURCHASE 2013-02   62 47     15  
    1.69 SH ABBOTT LABORATORIES 2012-05 PURCHASE 2013-02   59 50     9  
    0.7 SH ABBOTT LABORATORIES 2012-08 PURCHASE 2013-02   24 22     2  
    0.9 SH ABBOTT LABORATORIES 2012-08 PURCHASE 2013-02   32 28     4  
    CASH IN LIEU SH ABBVIE INC COM USD0. 2013-01 PURCHASE 2013-01   31       31  
    59 SH ABBVIE INC COM USD0.01 2011-05 PURCHASE 2013-02   2,205 1,650     555  
    2 SH ABBVIE INC COM USD0.01 2011-08 PURCHASE 2013-02   75 50     25  
    2 SH ABBVIE INC COM USD0.01 2011-11 PURCHASE 2013-02   75 51     24  
    2 SH ABBVIE INC COM USD0.01 2012-02 PURCHASE 2013-02   75 51     24  
    2 SH ABBVIE INC COM USD0.01 2012-08 PURCHASE 2013-02   75 55     20  
    910 SH ABERDEEN ASIA PACIFICINCOME F 2011-02 PURCHASE 2013-05   6,290 6,141     149  
    4.441 SH ABERDEEN ASIA PACIFICINCOME 2011-08 PURCHASE 2013-05   31 32     -1  
    4.312 SH ABERDEEN ASIA PACIFICINCOME 2011-09 PURCHASE 2013-05   30 32     -2  
    4.721 SH ABERDEEN ASIA PACIFICINCOME 2011-10 PURCHASE 2013-05   33 32     1  
    523 SH ABERDEEN ASIA PACIFICINCOME F 2011-10 PURCHASE 2013-05   3,615 3,774     -159  
    4.598 SH ABERDEEN ASIA PACIFICINCOME 2011-11 PURCHASE 2013-05   32 32        
    7.251 SH ABERDEEN ASIA PACIFICINCOME 2011-12 PURCHASE 2013-05   50 51     -1  
    6.886 SH ABERDEEN ASIA PACIFICINCOME 2012-01 PURCHASE 2013-05   48 51     -3  
    6.797 SH ABERDEEN ASIA PACIFICINCOME 2012-02 PURCHASE 2013-05   47 51     -4  
    6.783 SH ABERDEEN ASIA PACIFICINCOME 2012-03 PURCHASE 2013-05   47 52     -5  
    7.12 SH ABERDEEN ASIA PACIFICINCOME 2012-04 PURCHASE 2013-05   49 52     -3  
    6.984 SH ABERDEEN ASIA PACIFICINCOME 2012-05 PURCHASE 2013-05   48 52     -4  
    600 SH ABERDEEN ASIA PACIFICINCOME F 2012-05 PURCHASE 2013-05   4,147 4,453     -306  
    9249 SH ABERDEEN ASIA PACIFICINCOME 2012-05 PURCHASE 2013-05   63,927 68,604     -4,677  
    53.121 SH ABERDEEN ASIA PACIFICINCOM 2012-06 PURCHASE 2013-05   367 397     -30  
    50.986 SH ABERDEEN ASIA PACIFICINCOM 2012-07 PURCHASE 2013-05   352 395     -43  
    0.482 SH ABERDEEN ASIA PACIFICINCOME 2012-07 PURCHASE 2013-06   3 4     -1  
    74 SH ALLIANCEGRAIN TRADERSINC COM N 2011-07 PURCHASE 2013-02   948 1,983     -1,035  
    200 SH AMERICAN CAP AGY CORPCOM 2010-03 PURCHASE 2013-05   5,946 5,629     317  
    300 SH AMERICAN CAP AGY CORPCOM 2010-03 PURCHASE 2013-05   8,931 8,443     488  
    25.1 SH AMERICAN CAP AGY CORPCOM 2010-10 PURCHASE 2013-05   747 700     47  
    25.76 SH AMERICAN CAP AGY CORPCOM 2011-01 PURCHASE 2013-05   767 735     32  
    26.87 SH AMERICAN CAP AGY CORPCOM 2011-04 PURCHASE 2013-05   800 771     29  
    27.27 SH AMERICAN CAP AGY CORPCOM 2011-07 PURCHASE 2013-05   812 809     3  
    30.1 SH AMERICAN CAP AGY CORPCOM 2011-10 PURCHASE 2013-05   896 847     49  
    30.49 SH AMERICAN CAP AGY CORPCOM 2012-01 PURCHASE 2013-05   908 889     19  
    27.03 SH AMERICAN CAP AGY CORPCOM 2012-04 PURCHASE 2013-05   805 832     -27  
    24.9 SH AMERICAN CAP AGY CORPCOM 2012-07 PURCHASE 2013-05   741 866     -125  
    539.49 SH AMERICAN CAP AGY CORPCOM 2012-11 PURCHASE 2013-05   16,060 16,592     -532  
    400 SH ANNALY CAPITAL MANAGEMENTINC 2010-07 PURCHASE 2013-05   6,042 7,073     -1,031  
    65 SH ANNALY CAPITAL MANAGEMENTINC C 2011-01 PURCHASE 2013-05   982 1,159     -177  
    17.52 SH ANNALY CAPITAL MANAGEMENTIN 2011-10 PURCHASE 2013-05   265 279     -14  
    16.61 SH ANNALY CAPITAL MANAGEMENTIN 2012-01 PURCHASE 2013-05   251 275     -24  
    17.13 SH ANNALY CAPITAL MANAGEMENTIN 2012-04 PURCHASE 2013-05   259 275     -16  
    327 SH ANNALY CAPITAL MANAGEMENTINC 2012-05 PURCHASE 2013-05   4,940 5,465     -525  
    27.02 SH ANNALY CAPITAL MANAGEMENTIN 2012-07 PURCHASE 2013-05   408 464     -56  
    1388.72 SH ANNALY CAPITAL MANAGEMENT 2012-11 PURCHASE 2013-05   20,978 20,989     -11  
    0.1 SH BANCO SANTANDER SA ADREACH 1 2013-02 PURCHASE 2013-08   7 1     6  
    125 SH BHP BILLITON LIMITED ADREACH 2013-02 PURCHASE 2013-04   8,377 9,971     -1,594  
    3 SH BP ORD 2013-02 PURCHASE 2013-08   23 21     2  
    272 SH BRISTOL MYERS SQUIBB 2013-02 PURCHASE 2013-04   11,008 10,014     994  
    -3 SH CALL (AGNC) AMERICANCAP AGY JU 2013-06 PURCHASE 2013-07   247       247  
    -14 SH CALL (DJX) DOWJONES INDL AVG 2013-03 PURCHASE 2013-04   311       311  
    -14 SH CALL (DJX) DOWJONES INDL AVG 2013-07 PURCHASE 2013-08   325       325  
    -13 SH CALL (DJX) DOWJONES INDL AVG 2013-11 PURCHASE 2013-12   381       381  
    -14 SH CALL (DJX) DOWJONES INDL AVG 2013-06 PURCHASE 2013-07   969 3,178     -2,209  
    -14 SH CALL (DJX) DOWJONES INDL AVG 2013-05 PURCHASE 2013-06   159       159  
    -14 SH CALL (DJX) DOWJONES INDL AVG 2013-04 PURCHASE 2013-05   353 4,816     -4,463  
    -16 SH CALL (DJX) DOWJONES INDL AVG 2013-10 PURCHASE 2013-11   419 1,264     -845  
    -14 SH CALL (DJX) DOWJONES INDL AVG 2013-09 PURCHASE 2013-10   269       269  
    -14 SH CALL (DJX) DOWJONES INDL AVG 2013-08 PURCHASE 2013-09   215 1,960     -1,745  
    -6 SH CALL (NLY) ANNALYCAPITAL JUL20 2013-06 PURCHASE 2013-07   97       97  
    -28 SH CALL (PGH) PENGROWTHENERGY JA 2012-07 PURCHASE 2013-01   426       426  
    CASH (AUD) 2013-02 PURCHASE 2013-02   9,437 9,520     -83  
    CASH (AUD) 2013-12 PURCHASE 2013-12              
    CASH (CHF) 2013-12 PURCHASE 2013-12              
    CASH (EUR) 2013-02 PURCHASE 2013-02   10,047 10,087     -40  
    CASH (EUR) 2013-02 PURCHASE 2013-02   9,952 9,991     -39  
    CASH (EUR) 2013-02 PURCHASE 2013-02   10,021 10,061     -40  
    CASH (EUR) 2013-02 PURCHASE 2013-02   9,966 10,006     -40  
    CASH (EUR) 2013-02 PURCHASE 2013-02   490 492     -2  
    CASH (EUR) 2013-12 PURCHASE 2013-12   1 1        
    CASH (GBP) 2013-02 PURCHASE 2013-02   9,994 10,221     -227  
    CASH (GBP) 2013-02 PURCHASE 2013-02   9,985 10,013     -28  
    CASH (GBP) 2013-02 PURCHASE 2013-02   158 158        
    CASH (GBP) 2013-03 PURCHASE 2013-03   1,472 1,485     -13  
    CASH (GBP) 2013-06 PURCHASE 2013-06   2 2        
    CASH (SGD) 2013-12 PURCHASE 2013-12              
    313 SH DORCHESTER MINERALS LPCOM UNI 2012-05 PURCHASE 2013-02   7,389 6,371     1,018  
    300 SH DORCHESTER MINERALS LPCOM UNI 2012-06 PURCHASE 2013-02   7,082 6,076     1,006  
    1 SH ENI EUR1 2013-02 PURCHASE 2013-08   21 24     -3  
    36 SH ENTERPRISE PRODUCTS PPTNSLP 2011-03 PURCHASE 2013-02   2,056 1,160     896  
    2 SH ENTERPRISE PRODUCTS PPTNSLP 2011-08 PURCHASE 2013-02   91 47     44  
    1 SH ENTERPRISE PRODUCTS PPTNSLP 2011-11 PURCHASE 2013-02   84 51     33  
    1 SH ENTERPRISE PRODUCTS PPTNSLP 2012-02 PURCHASE 2013-02   77 62     15  
    1 SH ENTERPRISE PRODUCTS PPTNSLP 2012-05 PURCHASE 2013-02   34 29     5  
    1 SH ENTERPRISE PRODUCTS PPTNSLP 2012-05 PURCHASE 2013-02   42 36     6  
    572 SH GAZPROM NEFT LEVEL 1 ADRREPR 2013-10 PURCHASE 2013-10   13,144 12,706     438  
    1125 SH GAZPROM O A O SPONSOREDADR I 2013-02 PURCHASE 2013-07   7,394 10,024     -2,630  
    1351 SH GAZPROM O A O SPONSOREDADR I 2013-10 PURCHASE 2013-12   11,560 13,153     -1,593  
    54.11 SH INTEL CORP 2012-04 PURCHASE 2013-02   1,151 1,477     -326  
    2.05 SH INTEL CORP 2012-06 PURCHASE 2013-02   44 53     -9  
    222.84 SH INTEL CORP 2012-07 PURCHASE 2013-02   4,740 5,741     -1,001  
    239 SH ISHARES 1-3 YEAR TREASURYBOND 2009-12 PURCHASE 2013-01   20,166 20,019     147  
    0.172 SH ISHARES 1-3 YEAR TREASURYBO 2011-08 PURCHASE 2013-01   15 15        
    0.154 SH ISHARES 1-3 YEAR TREASURYBO 2011-09 PURCHASE 2013-01   13 13        
    0.138 SH ISHARES 1-3 YEAR TREASURYBO 2011-10 PURCHASE 2013-01   12 12        
    0.136 SH ISHARES 1-3 YEAR TREASURYBO 2011-11 PURCHASE 2013-01   11 12     -1  
    0.127 SH ISHARES 1-3 YEAR TREASURYBO 2011-12 PURCHASE 2013-01   11 11        
    0.11 SH ISHARES 1-3 YEAR TREASURYBON 2012-01 PURCHASE 2013-01   9 9        
    0.089 SH ISHARES 1-3 YEAR TREASURYBO 2012-02 PURCHASE 2013-01   8 8        
    0.074 SH ISHARES 1-3 YEAR TREASURYBO 2012-03 PURCHASE 2013-01   6 6        
    0.026 SH ISHARES 1-3 YEAR TREASURYBO 2012-03 PURCHASE 2013-01   2 2        
    0.086 SH ISHARES 1-3 YEAR TREASURYBO 2012-04 PURCHASE 2013-01   7 7        
    0.079 SH ISHARES 1-3 YEAR TREASURYBO 2012-05 PURCHASE 2013-01   7 7        
    0.079 SH ISHARES 1-3 YEAR TREASURYBO 2012-06 PURCHASE 2013-01   7 7        
    0.074 SH ISHARES 1-3 YEAR TREASURYBO 2012-07 PURCHASE 2013-01   6 6        
    183 SH ISHARES TIPS BOND ETF 2009-12 PURCHASE 2013-01   22,082 18,680     3,402  
    0.933 SH ISHARES TIPS BOND ETF 2011-08 PURCHASE 2013-01   113 106     7  
    0.016 SH ISHARES TIPS BOND ETF 2011-09 PURCHASE 2013-01   2 2        
    0.276 SH ISHARES TIPS BOND ETF 2011-10 PURCHASE 2013-01   33 32     1  
    0.565 SH ISHARES TIPS BOND ETF 2011-11 PURCHASE 2013-01   68 66     2  
    0.381 SH ISHARES TIPS BOND ETF 2011-12 PURCHASE 2013-01   46 44     2  
    0.51 SH ISHARES TIPS BOND ETF 2012-04 PURCHASE 2013-01   62 60     2  
    0.664 SH ISHARES TIPS BOND ETF 2012-05 PURCHASE 2013-01   80 79     1  
    1.243 SH ISHARES TIPS BOND ETF 2012-06 PURCHASE 2013-01   150 150        
    0.412 SH ISHARES TIPS BOND ETF 2012-07 PURCHASE 2013-01   50 50        
    0.139 SH ISHARES TIPS BOND ETF 2012-07 PURCHASE 2013-01   17 17        
    25 SH JOHNSON & JOHNSON 2010-12 PURCHASE 2013-02   1,897 1,549     348  
    1.09 SH JOHNSON & JOHNSON 2011-09 PURCHASE 2013-02   82 71     11  
    1.12 SH JOHNSON & JOHNSON 2011-12 PURCHASE 2013-02   85 72     13  
    1.12 SH JOHNSON & JOHNSON 2012-03 PURCHASE 2013-02   85 73     12  
    400 SH JOHNSON & JOHNSON 2012-04 PURCHASE 2013-02   30,350 25,711     4,639  
    3.67 SH JOHNSON & JOHNSON 2012-06 PURCHASE 2013-02   279 231     48  
    0.49 SH JOHNSON & JOHNSON 2012-06 PURCHASE 2013-02   37 31     6  
    0.4 SH KEPPEL CORP NPV 2011-03 PURCHASE 2013-07     3     -3  
    90000 SH KOMMUNALBANKEN AS MTNREG S 2012-04 PURCHASE 2013-03   15,406 16,072     -666  
    107 SH MICROSOFT CORP 2011-05 PURCHASE 2013-02   3,002 2,592     410  
    1.9 SH MICROSOFT CORP 2011-09 PURCHASE 2013-02   53 49     4  
    2.4 SH MICROSOFT CORP 2011-12 PURCHASE 2013-02   67 62     5  
    0.7 SH MICROSOFT CORP 2012-03 PURCHASE 2013-02   20 22     -2  
    0.76 SH MICROSOFT CORP 2012-06 PURCHASE 2013-02   21 22     -1  
    90000 SH MUNICIPALITY FINANCE PLCMTN 2012-04 PURCHASE 2013-09   15,261 16,099     -838  
    62 SH NATURAL RESOURCE PARTNERSLP 2011-07 PURCHASE 2013-02   1,401 2,109     -708  
    2 SH NATURAL RESOURCE PARTNERSLP 2011-08 PURCHASE 2013-02   52 56     -4  
    1 SH NATURAL RESOURCE PARTNERSLP 2011-11 PURCHASE 2013-02   27 33     -6  
    1 SH NATURAL RESOURCE PARTNERSLP 2012-02 PURCHASE 2013-02   31 33     -2  
    1 SH NATURAL RESOURCE PARTNERSLP 2012-05 PURCHASE 2013-02   26 26        
    0 SH NATURAL RESOURCE PARTNERSLP 2012-05 PURCHASE 2013-02   9 9        
    228 SH NATURAL RESOURCE PARTNERSLP 2012-05 PURCHASE 2013-02   5,182 5,163     19  
    300 SH NATURAL RESOURCE PARTNERSLP 2012-06 PURCHASE 2013-02   6,809 6,583     226  
    0 SH NATURAL RESOURCE PARTNERSLP 2012-06 PURCHASE 2013-02   9 9        
    40000 SH NEW ZEALAND BOND 6.50000%04 2012-01 PURCHASE 2013-04   33,892 33,790     102  
    100 SH PENGROWTH ENERGY CORPCOM NPV 2012-05 PURCHASE 2013-02   446 738     -292  
    1700 SH PENGROWTH ENERGY CORPCOM NPV 2012-05 PURCHASE 2013-02   7,577 12,551     -4,974  
    1043 SH PENGROWTH ENERGY CORPCOM NPV 2012-05 PURCHASE 2013-02   4,652 7,700     -3,048  
    28 SH PENGROWTH ENERGY CORPCOM NPV I 2012-07 PURCHASE 2013-02   125 173     -48  
    0.28 SH PENGROWTH ENERGY CORPCOM NPV 2012-07 PURCHASE 2013-02   1 2     -1  
    2054.654 SH PERMANENT PORTFOLIO 2013-01 PURCHASE 2013-03   100,000 94,288     5,712  
    3963 SH PIMCO STRATEGIC INCOMEFUND I 2012-10 PURCHASE 2013-03   46,626 44,204     2,422  
    -3 SH PUT (AGNC) AMERICANCAP AGY JUL 2013-06 PURCHASE 2013-07   163 163        
    -6 SH PUT (NLY) ANNALYCAPITAL JUL20 2013-06 PURCHASE 2013-07   97       97  
    350 SH QWEST CORP 7.375%06/01/2051 2012-08 PURCHASE 2013-01   9,526 9,616     -90  
    100 SH ROYAL DUTCH SHELL ADREA REP 2 2012-05 PURCHASE 2013-10   6,835 6,485     350  
    100 SH ROYAL DUTCH SHELL ADREA REP 2 2012-06 PURCHASE 2013-10   6,835 7,007     -172  
    197 SH SANOFI SPONSORED ADR 2013-04 PURCHASE 2013-07   10,229 10,099     130  
    100 SH SIEMENS AG ADR-EACH CNVINTO 1 2013-02 PURCHASE 2013-10   12,304 10,244     2,060  
    1545 SH SINGAPORE TELECOMMUNICATIONS 2010-10 PURCHASE 2013-02   4,330 3,670     660  
    252 SH SINGAPORE TELECOMMUNICATIONS 2011-03 PURCHASE 2013-02   706 595     111  
    100 SH WALGREEN COMPANY 2012-06 PURCHASE 2013-02   4,174 2,922     1,252  
    ROUNDING 2013-12 PURCHASE 2013-12     11     -11  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Name of Stock End of Year Book Value End of Year Fair Market Value
    11,275 SHRS CF INSURANCE HLDINGS LTD 11,275  
    FIDELITY 1,653,262  
    FIDELITY 322,278  
    INV ALTERGRIS GLOBAL MACRO FUND 100,000  
    ALTERGRIS MILLENNIUM FUND 200,000  
    ALTERGIS QIM FUTURES 49,993  
    WINTON EVOLUTION FUND 50,533  

    TY 2013 LegalFeesSchedule
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 10      


    TY 2013 OtherAssetsSchedule
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HOOSIER CHRISTIAN FOUNDATION 30,883 30,883  
    ACCRUED INTEREST 22    


    TY 2013 OtherExpensesSchedule
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT EXPENSE 39 39    
    LOSS LINN ENERGY 259 259    
    LOSS KINDER MORGAN 2,403 2,403    
    LOSS ENTERPRISE PRODUCTS 331 331    
    LOSS ENBRIDGE ENERGY 401 401    
    LOSS DORCHESTER MINERALS 13 13    
    LOSS CHENIERE ENERGY 57 57    
    LOSS ALTERGRIS QIM FUNDS 7 7    
    LOSS VANGUARD NATURAL RESOURC 86 86    
    LOSS TEEKAY LNG 150 150    
    LOSS SUNOCO LOGISTICS 60 60    


    TY 2013 OtherIncomeSchedule2
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNCASHED CHECK 360    
    NATURAL RESOURCE PARTNERS 146    
    COMPASS DIVERSIFIED HOLDINGS 13    


    TY 2013 OtherLiabilitiesSchedule
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Description Beginning of Year - Book Value End of Year - Book Value
    MANAGEMENT FEE PAYABLE    


    TY 2013 TaxesSchedule
    Name:
    WEJ FOUNDATION INC
    EIN: 35-2123724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX 1,120 1,120    
    FOREIGN TAX 2,119 2,119