Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
WELBORN BAPTIST FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)TWENTY-ONE SE THIRD ST SUITE 610   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EVANSVILLE, IN477081418
A Employer identification number

35-2056722
B Telephone number (see instructions)

(812) 437-8260
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$116,436,850
J 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).............. 1,399,988
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 3,338,637 3,338,637  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,449,777
b Gross sales price for all assets on line 6a 23,912,837
7 Capital gain net income (from Part IV, line 2)... 1,449,777
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)....... 39,079    
12 Total. Add lines 1 through 11........ 6,227,481 4,788,414  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 200,965 1,874   198,126
14 Other employee salaries and wages...... 740,023 2,716   792,782
15 Pension plans, employee benefits....... 268,995 292   224,512
16a Legal fees (attach schedule)......... 7,476     7,476
b Accounting fees (attach schedule)....... 20,959     17,253
c Other professional fees (attach schedule).... 1,413,074 202,183   1,201,178
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 57,749    
20 Occupancy.............. 175,641     167,304
21 Travel, conferences, and meetings....... 104,230     104,230
22 Printing and publications.......... 2,779     2,779
23 Other expenses (attach schedule)....... 310,326     297,062
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,302,217 207,065   3,012,702
25 Contributions, gifts, grants paid........ 3,037,327 3,440,710
26 Total expenses and disbursements. Add lines 24 and 25 6,339,544 207,065   6,453,412
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -112,063
b Net investment income (if negative, enter -0-) 4,581,349
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 100 100 100
2 Savings and temporary cash investments.......... 660,162 1,070,718 1,070,718
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........... 30,612 28,882 28,882
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 78,433,151 Click to see attachment77,074,339 87,780,034
c Investments—corporate bonds (attach schedule)........ 26,955,401 Click to see attachment27,513,600 27,281,035
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 bullet634,890
Less: accumulated depreciation (attach schedule) bullet410,426 264,060 Click to see attachment224,464 224,465
15 Other assets (describe bullet) Click to see attachment73,712 Click to see attachment51,616 Click to see attachment51,616
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,417,198 105,963,719 116,436,850
Liabilities 17 Accounts payable and accrued expenses.......... 160,206 228,860
18 Grants payable.................. 3,744,305 3,340,923
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) Click to see attachment256,329 Click to see attachment249,641
23 Total liabilities (add lines 17 through 22).......... 4,160,840 3,819,424
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 102,256,358 102,144,295
30 Total net assets or fund balances (see instructions)...... 102,256,358 102,144,295
31 Total liabilities and net assets/fund balances (see instructions).. 106,417,198 105,963,719
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)............... 1 102,256,358
2 Enter amount from Part I, line 27a..................... 2 -112,063
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 102,144,295
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. 6 102,144,295
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-18 2014-01-06
b ACCESS MIDSTREAM PARTNERS L P UNIT P 2013-06-25 2014-01-31
c ENTERPRISE PRODS PARTNERS L P COM P 2013-06-03 2014-01-31
d METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-01-10
e GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-19 2014-02-07
SUMMIT MIDSTREAM PARTNERS LP COM P 2013-06-14 2014-02-11
EXTERRAN HLDGS INC COM P 2013-06-03 2014-02-18
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-02-21
EXTERRAN PARTNERS L P COM UNITS P 2013-06-03 2014-02-21
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-02-21
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-12-18 2014-02-21
EXTERRAN HLDGS INC COM P 2013-06-03 2014-02-25
LAUDUS MONDRIAN INTERNATIONAL P 2012-06-29 2014-02-04
VANGUARD SMALL-CAP VALUE INDEX P 2013-02-21 2014-02-04
VANGUARD SMALL-CAP GROWTH INDEX FUND P 2012-03-22 2014-02-04
MIDCOAST ENERGY PARTNERS L P COM UT P 2014-02-21 2014-03-07
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-18
DELEK LOGISTICS PARTNERS LP COM UNT P 2014-02-21 2014-04-01
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-04-09
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-03-07 2014-04-14
ONEOK PARTNERS L P UNIT LTD P 2013-08-16 2014-04-16
ONEOK PARTNERS L P UNIT LTD P 2013-08-13 2014-04-21
ONEOK PARTNERS L P UNIT LTD P 2013-08-14 2014-04-28
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-05-30
GASLOG LTD SHS P 2013-06-11 2014-06-16
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-06-24
MEMORIAL PRODTN PARTNERS LP COM U P 2013-06-21 2014-06-24
WILLIAMS COS INC COM P 2013-06-04 2014-06-24
VALERO ENERGY PARTNERS LP COM UNT P 2014-03-11 2014-07-07
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-13 2014-07-17
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-03 2014-08-13
KINDER MORGAN ENERGY PARTNERS L P P 2014-07-10 2014-08-14
TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-08-26
ENERGY TRANSFER EQUITY L P COM UNIT P 2013-06-13 2014-08-26
MARKWEST ENERGY PARTNERS L P UNIT P 2013-06-11 2014-08-26
PLAINS GP HLDGS L P SHS A REP LTPN P 2014-02-21 2014-08-26
WESTLAKE CHEM PARTNERS LP COM UNIT P 2014-07-30 2014-08-26
EL PASO PIPELINE PARTNERS L P COM P 2013-06-21 2014-08-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-09-24
SPRAGUE RES LP COM UNIT REP LTD P 2013-10-25 2014-09-29
EXTERRAN HLDGS INC COM P 2013-06-11 2014-10-21
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-10-29
VANGUARD INSTITUTIONAL INDEX FD 94 P 2013-03-28 2014-10-17
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2014-05-02 2014-11-12
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-11-12
EL PASO PIPELINE PARTNERS L P COM P 2013-06-20 2014-11-14
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-11-17
USD PARTNERS LP COM UT REP LTD P 2014-10-09 2014-11-19
ENBRIDGE ENERGY PARTNERS LP COM P 2013-06-04 2014-11-21
WILLIAMS COS INC COM P 2013-09-30 2014-11-21
REGENCY ENERGY PARTNERS L P COM P 2014-11-17 2014-11-24
EV ENERGY PARTNERS L P COM UNITS P 2014-06-05 2014-11-26
EXTERRAN HLDGS INC COM P 2013-06-06 2014-11-28
WILLIAMS COS INC COM P 2013-06-04 2014-12-01
ONEOK INC NEW COM P 2013-11-27 2014-12-29
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-09-12 2014-12-31
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-18 2014-01-06
CROSSTEX ENERGY L P COM UNITS REPSTG P 2013-06-18 2014-01-31
MAGELLAN MIDSTREAM PARTNERS LP COM P 2013-11-22 2014-01-31
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-01-21
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-12-17 2014-02-07
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-11-06 2014-02-11
ENERGY TRANSFER PARTNERS L P UNIT P 2013-06-04 2014-02-19
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-02-21
EXTERRAN HLDGS INC COM P 2013-06-03 2014-02-21
NUSTAR ENERGY LP UNIT COM P 2014-02-03 2014-02-21
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-10-31 2014-02-21
EXTERRAN HLDGS INC COM P 2013-06-04 2014-02-25
LAUDUS MONDRIAN INTERNATIONAL P 2011-12-15 2014-02-04
VANGUARD INSTITUTIONAL INDEX FD 94 P 2007-09-24 2014-02-04
VANGUARD SMALL-CAP GROWTH INDEX FUND P 2012-02-13 2014-02-04
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-07
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-19
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-04-01
ONEOK PARTNERS L P UNIT LTD P 2013-08-29 2014-04-09
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-04-14
ONEOK PARTNERS L P UNIT LTD P 2013-08-15 2014-04-16
EXTERRAN HLDGS INC COM P 2013-06-04 2014-04-22
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-14 2014-04-02
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-02 2014-05-05
ACCESS MIDSTREAM PARTNERS L P UNIT P 2013-06-14 2014-06-16
ACCESS MIDSTREAM PARTNERS L P UNIT P 2013-06-14 2014-06-24
NGL ENERGY PARTNERS LP COM UNIT P 2014-06-16 2014-06-24
WILLIAMS PARTNERS L P COM UNIT LTD P 2014-05-28 2014-06-24
TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-07-08
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-07-17
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-08-13
KINDER MORGAN ENERGY PARTNERS L P P 2014-01-29 2014-08-14
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-08-26
ENERGY TRANSFER EQUITY L P COM UNIT P 2013-06-05 2014-08-26
MARKWEST ENERGY PARTNERS L P UNIT P 2013-06-19 2014-08-26
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-08-12 2014-08-26
WILLIAMS COS INC COM P 2013-06-04 2014-08-26
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-08-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-09-24
TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-09-30
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-10-23
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-09 2014-10-29
VANGUARD INSTITUTIONAL INDEX FD 94 P 2008-06-27 2014-10-17
ENBRIDGE ENERGY PARTNERS LP COM P 2013-06-04 2014-11-12
TESORO LOGISTICS LP COM UNIT LP P 2013-06-11 2014-11-12
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-04 2014-11-14
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-11-17
MEMORIAL PRODTN PARTNERS LP COM U P 2013-11-19 2014-11-20
EXTERRAN HLDGS INC COM P 2013-06-06 2014-11-21
WILLIAMS PARTNERS L P COM UNIT LTD P 2013-08-02 2014-11-21
USD PARTNERS LP COM UT REP LTD P 2014-10-09 2014-11-24
EV ENERGY PARTNERS L P COM UNITS P 2014-05-29 2014-11-26
WILLIAMS COS INC COM P 2013-09-30 2014-11-28
WILLIAMS COS INC COM P 2013-06-11 2014-12-01
ONEOK INC NEW COM P 2013-10-02 2014-12-29
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-12-29 2014-12-31
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-01-06
CROSSTEX ENERGY L P COM UNITS REPSTG P 2013-06-14 2014-01-31
MAGELLAN MIDSTREAM PARTNERS LP COM P 2013-09-30 2014-01-31
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-06 2014-01-29
SUMMIT MIDSTREAM PARTNERS LP COM P 2013-06-14 2014-02-07
GASLOG LTD SHS P 2013-07-10 2014-02-12
WILLIAMS PARTNERS L P COM UNIT LTD P 2013-08-02 2014-02-19
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-02-21
GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-19 2014-02-21
NUSTAR ENERGY LP UNIT COM P 2013-08-08 2014-02-21
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-08-29 2014-02-21
GOLAR LNG PARTNERS LP COM U REP LPI P 2014-02-21 2014-02-26
LAUDUS MONDRIAN INTERNATIONAL P 2011-12-15 2014-02-04
VANGUARD INSTITUTIONAL INDEX FD 94 P 2007-06-25 2014-02-04
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-03
MIDCOAST ENERGY PARTNERS L P COM UT P 2014-02-21 2014-03-10
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-24
SUSSER PETE PARTNERS LP COM U REP LP P 2014-02-21 2014-04-01
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-04-09
ONEOK PARTNERS L P UNIT LTD P 2013-08-26 2014-04-14
GASLOG LTD SHS P 2013-06-11 2014-04-17
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-04-22
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-14 2014-04-02
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-13 2014-05-05
GASLOG PARTNERS LP UNIT LTD PTNRP P 2014-05-07 2014-06-17
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-06-24
OILTANKING PARTNERS L P UNIT LTD P 2014-03-11 2014-06-24
ENLINK MIDSTREAM PARTNERS LP COM P 2013-06-11 2014-06-27
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-07-08
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-07-24
KINDER MORGAN ENERGY PARTNERS L P P 2014-01-23 2014-08-13
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-10 2014-08-14
VTTI ENERGY PARTNERS LP COM UNIT RP P 2014-08-01 2014-08-26
ENLINK MIDSTREAM PARTNERS LP COM P 2013-06-11 2014-08-26
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-08-26
REGENCY ENERGY PARTNERS L P COM P 2014-07-10 2014-08-26
WILLIAMS PARTNERS L P COM UNIT LTD P 2013-08-02 2014-08-26
VANGUARD REIT INDEX FD - INS 3123 P 2007-07-18 2014-08-05
SPRAGUE RES LP COM UNIT REP LTD P 2014-06-02 2014-09-24
SPRAGUE RES LP COM UNIT REP LTD P 2013-10-25 2014-09-30
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-10-24
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-11 2014-10-29
VANGUARD INSTITUTIONAL INDEX FD 94 P 2011-12-28 2014-10-17
ENLINK MIDSTREAM PARTNERS LP COM P 2013-06-11 2014-11-12
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-10-14 2014-11-12
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-08 2014-11-14
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-07 2014-11-17
EV ENERGY PARTNERS L P COM UNITS P 2014-08-29 2014-11-20
GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-11 2014-11-21
CONE MIDSTREAM PARTNERS LP COM UNIT P 2014-09-24 2014-11-24
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-11-25
EV ENERGY PARTNERS L P COM UNITS P 2014-06-03 2014-11-26
VANGUARD REIT INDEX FD - INS 3123 P 2007-07-18 2014-11-07
USD PARTNERS LP COM UT REP LTD P 2014-10-10 2014-12-02
ROSE ROCK MIDSTREAM L P COM U REP P 2013-12-17 2014-12-29
SPECTRA ENERGY PARTNERS LP COM P 2014-12-12 2014-12-31
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-01-06
CROSSTEX ENERGY L P COM UNITS REPSTG P 2013-06-11 2014-01-31
MAGELLAN MIDSTREAM PARTNERS LP COM P 2013-09-25 2014-01-31
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-05 2014-01-29
EL PASO PIPELINE PARTNERS L P COM P 2013-06-19 2014-02-10
GASLOG LTD SHS P 2013-06-19 2014-02-12
ONE GAS INC COM P 2013-11-27 2014-02-21
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-02-21
GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-14 2014-02-21
NUSTAR ENERGY LP UNIT COM P 2013-08-12 2014-02-21
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-10-02 2014-02-21
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-02-27
LAUDUS MONDRIAN INTERNATIONAL P 2011-01-07 2014-02-04
VANGUARD INSTITUTIONAL INDEX FD 94 P 2007-12-24 2014-02-04
ACCESS MIDSTREAM PARTNERS L P UNIT P 2014-02-21 2014-03-04
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-10
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-26
GASLOG LTD SHS P 2013-06-11 2014-04-02
SEADRILL PARTNERS LLC COMUNIT REP LB P 2014-02-21 2014-04-10
ONEOK PARTNERS L P UNIT LTD P 2013-08-09 2014-04-14
SEADRILL PARTNERS LLC COMUNIT REP LB P 2013-12-04 2014-04-17
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-04-23
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-13 2014-04-02
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-05-05
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-06-17
EL PASO PIPELINE PARTNERS L P COM P 2013-06-13 2014-06-24
OILTANKING PARTNERS L P UNIT LTD P 2014-03-06 2014-06-24
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-06-27
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-07-08
ENLINK MIDSTREAM PARTNERS LP COM P 2013-06-11 2014-08-04
KINDER MORGAN ENERGY PARTNERS L P P 2014-07-18 2014-08-13
GASLOG PARTNERS LP UNIT LTD PTNRP P 2014-05-07 2014-08-15
ACCESS MIDSTREAM PARTNERS L P UNIT P 2013-06-14 2014-08-26
ENTERPRISE PRODS PARTNERS L P COM P 2013-06-03 2014-08-26
NGL ENERGY PARTNERS LP COM UNIT P 2014-06-16 2014-08-26
ROSE ROCK MIDSTREAM L P COM U REP P 2014-06-24 2014-08-26
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-17 2014-08-27
DFA EMERGING MARKETS VALUE PORTFOLIO P 2010-10-05 2014-08-13
SPRAGUE RES LP COM UNIT REP LTD P 2014-05-30 2014-09-24
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-09-30
WILLIAMS COS INC COM P 2013-10-02 2014-10-24
KINDER MORGAN INC DEL COM P 2014-02-21 2014-10-29
PLAINS GP HLDGS L P SHS A REP LTPN P 2013-10-31 2014-11-06
EXTERRAN PARTNERS L P COM UNITS P 2013-06-03 2014-11-12
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-10-14 2014-11-12
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-04 2014-11-14
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-03 2014-11-17
EV ENERGY PARTNERS L P COM UNITS P 2014-07-08 2014-11-20
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-11-21
JP ENERGY PARTNERS LP UNT REPST LTD P 2014-10-02 2014-11-24
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-04 2014-11-25
EV ENERGY PARTNERS L P COM UNITS P 2014-02-21 2014-11-26
CONE MIDSTREAM PARTNERS LP COM UNIT P 2014-09-24 2014-12-01
MARKWEST ENERGY PARTNERS L P UNIT P 2013-06-19 2014-12-05
ROSE ROCK MIDSTREAM L P COM U REP P 2013-10-16 2014-12-29
WESTERN GAS PARTNERS LP COM UNIT P 2014-12-03 2014-12-31
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-01-06
EL PASO PIPELINE PARTNERS L P COM P 2013-06-11 2014-01-31
MAGELLAN MIDSTREAM PARTNERS LP COM P 2013-09-19 2014-01-31
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-01-29
GASLOG LTD SHS P 2014-01-16 2014-02-11
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-02-12
GASLOG LTD SHS P 2013-06-19 2014-02-21
EL PASO PIPELINE PARTNERS L P COM P 2013-06-04 2014-02-21
GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-11 2014-02-21
NUSTAR ENERGY LP UNIT COM P 2013-08-09 2014-02-21
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-09-13 2014-02-21
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-03 2014-02-28
LAUDUS MONDRIAN INTERNATIONAL P 2010-12-16 2014-02-04
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MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-03-06
ONE GAS INC COM P 2013-10-11 2014-03-13
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TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-07-02
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TESORO LOGISTICS LP COM UNIT LP P 2013-06-11 2014-08-26
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-08-28
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TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-02-21
ENERGY TRANSFER EQUITY L P COM UNIT P 2013-09-23 2014-02-21
MARKWEST ENERGY PARTNERS L P UNIT P 2013-06-14 2014-02-21
ONEOK PARTNERS L P UNIT LTD P 2013-10-01 2014-02-21
SUMMIT MIDSTREAM PARTNERS LP COM P 2013-10-16 2014-02-21
LAUDUS MONDRIAN INTERNATIONAL P 2010-11-10 2014-02-04
PIMCO COMMODITY REALRETURN STRATEGY P 2010-12-31 2014-02-04
VANGUARD INSTITUTIONAL INDEX FD 94 P 2011-03-31 2014-02-04
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-03-06
ONE GAS INC COM P 2013-10-02 2014-03-13
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-03-04
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-04-08
ONEOK PARTNERS L P UNIT LTD P 2013-08-26 2014-04-11
SEADRILL PARTNERS LLC COMUNIT REP LB P 2013-12-04 2014-04-16
SEADRILL PARTNERS LLC COMUNIT REP LB P 2013-12-04 2014-04-21
ONEOK PARTNERS L P UNIT LTD P 2013-08-14 2014-04-24
PLAINS ALL AMERN PIPELINE L P UNIT P 2013-06-03 2014-05-28
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2014-03-18 2014-06-04
GASLOG LTD SHS P 2013-06-11 2014-06-20
KINDER MORGAN INC DEL COM P 2014-05-16 2014-06-24
SPRAGUE RES LP COM UNIT REP LTD P 2014-06-02 2014-06-24
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-07-03
TESORO LOGISTICS LP COM UNIT LP P 2013-06-11 2014-07-18
KINDER MORGAN INC DEL COM P 2014-07-17 2014-08-13
KINDER MORGAN INC DEL COM P 2014-02-21 2014-08-14
ENLINK MIDSTREAM PARTNERS LP COM P 2013-06-11 2014-08-26
ENABLE MIDSTREAM PARTNERS LP COM P 2014-06-03 2014-08-26
KINDER MORGAN INC DEL COM P 2014-02-21 2014-08-26
ONEOK INC NEW COM P 2014-05-13 2014-08-26
USA COMPRESSION PARTNERS LP COMUNIT P 2013-06-19 2014-08-26
WILLIAMS PARTNERS L P COM UNIT LTD P 2013-08-02 2014-08-28
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-09-18
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-09-26
WILLIAMS PARTNERS L P COM UNIT LTD P 2013-08-02 2014-10-14
PHILLIPS 66 COM P 2014-05-14 2014-10-29
ENTERPRISE PRODS PARTNERS L P COM P 2013-06-03 2014-10-30
TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-11-12
ONEOK INC NEW COM P 2013-11-07 2014-11-12
ENABLE MIDSTREAM PARTNERS LP COM P 2014-06-03 2014-11-13
EL PASO PIPELINE PARTNERS L P COM P 2013-06-20 2014-11-17
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-01 2014-11-18
NGL ENERGY PARTNERS LP COM UNIT P 2014-06-16 2014-11-20
REGENCY ENERGY PARTNERS L P COM P 2014-11-20 2014-11-21
MEMORIAL PRODTN PARTNERS LP COM U P 2014-09-10 2014-11-24
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-11-25
REGENCY ENERGY PARTNERS L P COM P 2014-11-17 2014-11-26
USD PARTNERS LP COM UT REP LTD P 2014-10-10 2014-12-01
EXTERRAN PARTNERS L P COM UNITS P 2013-06-03 2014-12-23
DELEK LOGISTICS PARTNERS LP COM UNT P 2014-12-12 2014-12-31
KINDER MORGAN INC DEL COM P 2014-12-03 2014-11-26
EXTERRAN HLDGS INC COM P 2013-06-03 2014-01-27
ENTERPRISE PRODS PARTNERS L P COM P 2013-07-03 2014-01-31
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-01-31
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-02-07
EXTERRAN PARTNERS L P COM UNITS P 2013-06-11 2014-02-11
GASLOG LTD SHS P 2013-06-19 2014-02-13
TEEKAY OFFSHORE PARTNERS L P P 2013-06-14 2014-02-21
ENERGY TRANSFER EQUITY L P COM UNIT P 2013-07-03 2014-02-21
MARKWEST ENERGY PARTNERS L P UNIT P 2013-06-11 2014-02-21
ONEOK PARTNERS L P UNIT LTD P 2013-09-13 2014-02-21
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-02-21
LAUDUS MONDRIAN INTERNATIONAL P 2011-03-31 2014-02-04
PIMCO COMMODITY REALRETURN STRATEGY P 2011-01-07 2014-02-04
VANGUARD INSTITUTIONAL INDEX FD 94 P 2008-03-28 2014-02-04
MIDCOAST ENERGY PARTNERS L P COM UT P 2014-02-21 2014-03-06
ONE GAS INC COM P 2013-10-01 2014-03-13
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-03-17
SEADRILL PARTNERS LLC COMUNIT REP LB P 2014-02-21 2014-04-09
GASLOG LTD SHS P 2013-06-11 2014-04-14
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-03-07 2014-04-16
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2014-02-21 2014-04-21
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-04-28
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-03 2014-05-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-30 2014-06-04
GASLOG LTD SHS P 2013-06-14 2014-06-20
MACQUARIE INFRASTRUCTURE CO LLC P 2014-05-28 2014-06-24
SUMMIT MIDSTREAM PARTNERS LP COM P 2013-06-19 2014-06-24
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-07-03
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-07-22
KINDER MORGAN INC DEL COM P 2014-05-16 2014-08-13
EL PASO PIPELINE PARTNERS L P COM P 2013-06-05 2014-08-14
NGL ENERGY PARTNERS LP COM UNIT P 2014-06-16 2014-08-26
ENBRIDGE ENERGY PARTNERS LP COM P 2013-06-04 2014-08-26
LEHIGH GAS PARTNERS LP UT LTD PTN P 2014-08-22 2014-08-26
PBF LOGISTICS LP UNIT LTD PTNR P 2014-05-13 2014-08-26
VALERO ENERGY PARTNERS LP COM UNT P 2014-03-11 2014-08-26
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-08-29
PLAINS GP HLDGS L P SHS A REP LTPN P 2014-02-21 2014-09-18
CONE MIDSTREAM PARTNERS LP COM UNIT P 2014-09-24 2014-09-26
GASLOG PARTNERS LP UNIT LTD PTNRP P 2014-05-07 2014-10-15
PHILLIPS 66 COM P 2014-05-28 2014-10-29
ENTERPRISE PRODS PARTNERS L P COM P 2013-06-04 2014-10-30
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-11-12
ONEOK INC NEW COM P 2013-10-02 2014-11-12
ENABLE MIDSTREAM PARTNERS LP COM P 2014-04-10 2014-11-13
EXTERRAN PARTNERS L P COM UNITS P 2013-06-03 2014-11-17
KINDER MORGAN ENERGY PARTNERS L P P 2014-03-31 2014-11-18
NGL ENERGY PARTNERS LP COM UNIT P 2014-06-16 2014-11-21
SUNOCO LOGISTICS PARTNERS LP P 2014-11-19 2014-11-21
MEMORIAL PRODTN PARTNERS LP COM U P 2014-09-12 2014-11-24
MEMORIAL PRODTN PARTNERS LP COM U P 2014-09-12 2014-11-25
REGENCY ENERGY PARTNERS L P COM P 2014-11-14 2014-11-26
GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-11 2014-12-01
VALERO ENERGY PARTNERS LP COM UNT P 2013-12-11 2014-12-23
DELEK LOGISTICS PARTNERS LP COM UNT P 2014-12-10 2014-12-31
KINDER MORGAN INC DEL COM P 2014-12-08 2014-11-26
EL PASO PIPELINE PARTNERS L P COM P 2013-06-11 2014-01-28
ENTERPRISE PRODS PARTNERS L P COM P 2013-09-19 2014-01-31
SPECTRA ENERGY PARTNERS LP COM P 2014-02-03 2014-01-31
EL PASO PIPELINE PARTNERS L P COM P 2013-06-19 2014-02-07
EXTERRAN PARTNERS L P COM UNITS P 2013-06-04 2014-02-11
ENERGY TRANSFER PARTNERS L P UNIT P 2013-06-04 2014-02-13
TEEKAY OFFSHORE PARTNERS L P P 2013-06-20 2014-02-21
ENERGY TRANSFER EQUITY L P COM UNIT P 2013-06-04 2014-02-21
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-16 2014-02-21
ONEOK PARTNERS L P UNIT LTD P 2013-08-29 2014-02-21
TESORO LOGISTICS LP COM UNIT LP P 2013-06-11 2014-02-21
LAUDUS MONDRIAN INTERNATIONAL P 2012-12-06 2014-02-04
PIMCO COMMODITY REALRETURN STRATEGY P 2011-06-16 2014-02-04
VANGUARD INSTITUTIONAL INDEX FD 94 P 2011-06-30 2014-02-04
ONE GAS INC COM P 2014-02-21 2014-03-06
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-13
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-03-17
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2014-02-21 2014-04-09
SEADRILL PARTNERS LLC COMUNIT REP LB P 2013-12-04 2014-04-14
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-03-10 2014-04-16
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-03-10 2014-04-21
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2014-02-21 2014-04-28
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2014-02-21 2014-05-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-11-01 2014-06-04
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2014-05-02 2014-06-23
MAGELLAN MIDSTREAM PARTNERS LP COM P 2013-06-03 2014-06-24
USA COMPRESSION PARTNERS LP COMUNIT P 2013-06-19 2014-06-24
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-07-07
TEEKAY OFFSHORE PARTNERS L P P 2013-06-03 2014-07-22
KINDER MORGAN INC DEL COM P 2014-05-28 2014-08-13
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-08-14
PLAINS ALL AMERN PIPELINE L P UNIT P 2013-06-03 2014-08-26
ENERGY TRANSFER PARTNERS L P UNIT P 2013-06-04 2014-08-26
MPLX LP COM UNIT REP LTD P 2014-06-24 2014-08-26
PBF LOGISTICS LP UNIT LTD PTNR P 2014-05-12 2014-08-26
VALERO ENERGY PARTNERS LP COM UNT P 2014-02-21 2014-08-26
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-17 2014-08-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-09-19
CONE MIDSTREAM PARTNERS LP COM UNIT P 2014-09-24 2014-09-26
EXTERRAN HLDGS INC COM P 2013-06-11 2014-10-15
PHILLIPS 66 COM P 2014-06-25 2014-10-29
VANGUARD REIT INDEX FD - INS 3123 P 2007-07-18 2014-10-07
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-11-12
PLAINS ALL AMERN PIPELINE L P UNIT P 2013-06-03 2014-11-12
KINDER MORGAN INC DEL COM P 2014-10-31 2014-11-14
EXTERRAN HLDGS INC COM P 2013-06-11 2014-11-17
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-11-18
NGL ENERGY PARTNERS LP COM UNIT P 2014-02-21 2014-11-21
SUNOCO LOGISTICS PARTNERS LP P 2014-09-17 2014-11-21
NGL ENERGY PARTNERS LP COM UNIT P 2014-02-21 2014-11-24
NGL ENERGY PARTNERS LP COM UNIT P 2014-02-21 2014-11-25
SUNOCO LOGISTICS PARTNERS LP P 2014-09-17 2014-11-26
PLAINS GP HLDGS L P SHS A REP LTPN P 2013-11-06 2014-12-01
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-10-11 2014-12-23
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-08-29 2014-12-31
VANGUARD REIT INDEX FD - INS 3123 P 2007-07-18 2014-12-16
EL PASO PIPELINE PARTNERS L P COM P 2013-06-11 2014-01-29
ENTERPRISE PRODS PARTNERS L P COM P 2013-09-20 2014-01-31
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-01-03
EXTERRAN PARTNERS L P COM UNITS P 2013-06-11 2014-02-07
EXTERRAN HLDGS INC COM P 2013-06-03 2014-02-11
ENERGY TRANSFER PARTNERS L P UNIT P 2013-06-04 2014-02-13
TEEKAY OFFSHORE PARTNERS L P P 2013-06-13 2014-02-21
ENTERPRISE PRODS PARTNERS L P COM P 2013-06-03 2014-02-21
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-15 2014-02-21
PLAINS ALL AMERN PIPELINE L P UNIT P 2013-06-03 2014-02-21
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-11-06 2014-02-21
LAUDUS MONDRIAN INTERNATIONAL P 2012-12-06 2014-02-04
PIMCO COMMODITY REALRETURN STRATEGY P 2011-09-15 2014-02-04
VANGUARD INSTITUTIONAL INDEX FD 94 P 2008-06-27 2014-02-04
SUSSER PETE PARTNERS LP COM U REP LP P 2014-02-21 2014-03-06
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-14
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-14 2014-03-17
EL PASO PIPELINE PARTNERS L P COM P 2013-06-13 2014-04-09
EL PASO PIPELINE PARTNERS L P COM P 2013-06-13 2014-04-14
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-04-16
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-03-18 2014-04-21
EXTERRAN HLDGS INC COM P 2013-06-04 2014-04-28
GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-11 2014-05-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-06-04
GASLOG PARTNERS LP UNIT LTD PTNRP P 2014-05-07 2014-06-24
MEMORIAL PRODTN PARTNERS LP COM U P 2013-06-19 2014-06-24
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-12-13 2014-06-24
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-07-07
TRANSOCEAN PARTNERS LLC COM UNIT RP P 2014-07-31 2014-07-31
EL PASO PIPELINE PARTNERS L P COM P 2013-06-13 2014-08-13
KINDER MORGAN ENERGY PARTNERS L P P 2014-01-17 2014-08-14
GASLOG LTD SHS P 2013-06-14 2014-08-26
ENERGY TRANSFER PARTNERS L P UNIT P 2013-06-03 2014-08-26
MACQUARIE INFRASTRUCTURE CO LLC P 2014-07-10 2014-08-26
PHILLIPS 66 COM P 2014-05-07 2014-08-26
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-10-31 2014-08-26
KINDER MORGAN ENERGY PARTNERS L P P 2014-04-09 2014-08-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-09-24
SPRAGUE RES LP COM UNIT REP LTD P 2014-03-26 2014-09-29
WILLIAMS PARTNERS L P COM UNIT LTD P 2013-08-02 2014-10-15
REGENCY ENERGY PARTNERS L P COM P 2014-07-10 2014-10-29
VANGUARD INSTITUTIONAL INDEX FD 94 P 2013-09-27 2014-10-17
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2013-07-17 2014-11-12
SPRAGUE RES LP COM UNIT REP LTD P 2013-10-25 2014-11-12
KINDER MORGAN INC DEL COM P 2014-10-30 2014-11-14
EXTERRAN HLDGS INC COM P 2013-06-06 2014-11-17
MEMORIAL PRODTN PARTNERS LP COM U P 2014-09-11 2014-11-18
TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-11-21
TARGA RES PARTNERS LP COM UNIT LTD P 2013-06-03 2014-11-21
REGENCY ENERGY PARTNERS L P COM P 2014-11-20 2014-11-24
REGENCY ENERGY PARTNERS L P COM P 2014-11-17 2014-11-25
TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-11-26
PLAINS GP HLDGS L P SHS A REP LTPN P 2013-10-16 2014-12-01
WESTLAKE CHEM PARTNERS LP COM UNIT P 2014-07-30 2014-12-23
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-08-28 2014-12-31
ACCESS MIDSTREAM PARTNERS L P UNIT P 2013-09-30 2014-01-31
ENTERPRISE PRODS PARTNERS L P COM P 2013-06-11 2014-01-31
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-05-17 2014-01-09
EXTERRAN HLDGS INC COM P 2013-06-03 2014-02-07
GENESIS ENERGY L P UNIT LTD PARTN P 2013-06-19 2014-02-11
ENERGY TRANSFER PARTNERS L P UNIT P 2013-06-04 2014-02-14
TEEKAY OFFSHORE PARTNERS L P P 2013-06-25 2014-02-21
EXTERRAN PARTNERS L P COM UNITS P 2013-06-04 2014-02-21
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-11 2014-02-21
QEP MIDSTREAM PARTNERS LP COM UNIT P 2013-12-17 2014-02-21
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-12-13 2014-02-21
LAUDUS MONDRIAN INTERNATIONAL P 2012-12-06 2014-02-04
VANGUARD SMALL-CAP VALUE INDEX P 2013-12-24 2014-02-04
VANGUARD SMALL-CAP GROWTH INDEX FUND P 2012-12-24 2014-02-04
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-03-07
SPECTRA ENERGY PARTNERS LP COM P 2014-02-21 2014-03-17
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-06-14 2014-03-17
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-03-07 2014-04-09
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-03-07 2014-04-14
ONEOK PARTNERS L P UNIT LTD P 2013-08-12 2014-04-16
MEMORIAL PRODTN PARTNERS LP COM U P 2013-10-02 2014-04-21
EXTERRAN HLDGS INC COM P 2013-06-11 2014-04-28
PLAINS ALL AMERN PIPELINE L P UNIT P 2013-06-03 2014-05-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-06-05
TEEKAY LNG PARTNERS LPP P 2013-06-03 2014-06-24
MEMORIAL PRODTN PARTNERS LP COM U P 2013-06-18 2014-06-24
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-10-31 2014-06-24
VALERO ENERGY PARTNERS LP COM UNT P 2014-06-24 2014-07-07
METROPOLITAN WEST TOTAL RETURN BD FD P 2013-07-12 2014-07-17
EL PASO PIPELINE PARTNERS L P COM P 2013-06-05 2014-08-13
KINDER MORGAN ENERGY PARTNERS L P P 2014-01-16 2014-08-14
GASLOG PARTNERS LP UNIT LTD PTNRP P 2014-05-07 2014-08-26
ENERGY TRANSFER EQUITY L P COM UNIT P 2013-06-04 2014-08-26
MAGELLAN MIDSTREAM PARTNERS LP COM P 2013-06-03 2014-08-26
PLAINS ALL AMERN PIPELINE L P UNIT P 2013-06-03 2014-08-26
WESTERN REFNG LOGISTICS LP COM UNIT P 2013-10-14 2014-08-26
WILLIAMS PARTNERS L P COM UNIT LTD P 2013-08-02 2014-08-29
CRESTWOOD MIDSTREAM PARTNERS L UNIT P 2013-10-18 2014-09-24
SPRAGUE RES LP COM UNIT REP LTD P 2014-02-21 2014-09-29
GASLOG PARTNERS LP UNIT LTD PTNRP P 2014-05-07 2014-10-16
REGENCY ENERGY PARTNERS L P COM P 2014-07-11 2014-10-29
VANGUARD INSTITUTIONAL INDEX FD 94 P 2013-06-28 2014-10-17
EQT MIDSTREAM PARTNERS LP UNIT LTD P 2014-06-24 2014-11-12
TALLGRASS ENERGY PARTNERS LP COM P 2014-07-23 2014-11-12
EL PASO PIPELINE PARTNERS L P COM P 2013-06-21 2014-11-14
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-11-17
MEMORIAL PRODTN PARTNERS LP COM U P 2014-09-11 2014-11-19
ENABLE MIDSTREAM PARTNERS LP COM P 2014-04-10 2014-11-21
USD PARTNERS LP COM UT REP LTD P 2014-10-09 2014-11-21
REGENCY ENERGY PARTNERS L P COM P 2014-11-19 2014-11-24
EV ENERGY PARTNERS L P COM UNITS P 2014-05-30 2014-11-26
KINDER MORGAN MANAGEMENT LLC SHS P 2013-06-05 2014-11-28
WILLIAMS COS INC COM P 2013-09-30 2014-12-01
WESTLAKE CHEM PARTNERS LP COM UNIT P 2014-07-30 2014-12-23
ENLINK MIDSTREAM LLC COM UNIT REP P 2014-08-27 2014-12-31
(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 595   458 137
b 50,805   41,759 9,046
c 29,187   26,206 2,981
d 100,000   103,296 -3,296
e 3,676   3,557 119
5,887   5,236 651
7,483   5,965 1,518
24,590   24,829 -239
56,913   53,164 3,749
569   517 52
5,754   5,668 86
418   317 101
16,197   17,599 -1,402
661,179   559,562 101,617
445   327 118
1,251   1,235 16
5,793   5,674 119
6,073   6,085 -12
937   816 121
455   477 -22
5,410   4,739 671
5,749   4,899 850
4,348   3,824 524
3,634   3,255 379
2,726   1,328 1,398
476   415 61
535   419 116
3,800   2,250 1,550
676   465 211
11,619   11,630 -11
55,036   43,928 11,108
23,847   20,392 3,455
12,022   11,796 226
11,700   5,774 5,926
5,951   5,217 734
5,501   5,047 454
2,789   2,835 -46
4,573   4,439 134
844   824 20
4,741   3,384 1,357
7,160   5,462 1,698
2,481   1,877 604
139,558   115,371 24,187
12,140   10,454 1,686
5,340   4,458 882
10,640   10,344 296
45,940   34,130 11,810
741   721 20
4,705   3,490 1,215
18,601   12,241 6,360
3,243   3,254 -11
186   220 -34
10,638   9,118 1,520
33,220   22,775 10,445
3,813   3,891 -78
213   241 -28
7,315   5,632 1,683
25,034   18,533 6,501
1,000   933 67
150,000   154,798 -4,798
1,121   1,124 -3
969   904 65
2,107   1,908 199
33,467   23,205 10,262
26,759   21,325 5,434
2,342   2,265 77
990   971 19
29,746   22,519 7,227
84,125   90,157 -6,032
260,956   226,090 34,866
752,708   545,808 206,900
3,193   3,174 19
1,134   1,106 28
8,253   7,934 319
1,809   1,666 143
1,618   1,413 205
2,677   2,341 336
5,783   3,772 2,011
47,210   48,938 -1,728
14,310   14,643 -333
17,296   11,887 5,409
62   46 16
215   226 -11
321   318 3
2,053   1,916 137
75,567   76,473 -906
7,491   5,888 1,603
14,061   11,728 2,333
5,157   4,659 498
27,845   13,665 14,180
15,106   13,172 1,934
3,791   3,331 460
15,684   9,278 6,406
2,369   2,010 359
1,176   1,162 14
18,433   18,142 291
6,829   5,021 1,808
5,152   4,246 906
56,338   38,161 18,177
10,172   8,253 1,919
2,551   2,626 -75
3,920   3,156 764
51,010   37,485 13,525
4,355   5,263 -908
4,997   3,761 1,236
19,643   17,738 1,905
180   176 4
1,985   2,332 -347
9,079   6,322 2,757
10,509   7,235 3,274
3,462   3,243 219
604   607 -3
6,661   4,995 1,666
27,479   20,135 7,344
69,665   58,730 10,935
15,443   16,007 -564
4,097   3,730 367
14,452   9,118 5,334
694   686 8
49,461   34,039 15,422
17,319   17,466 -147
2,291   1,971 320
377   363 14
417   419 -2
21,663   23,216 -1,553
310,406   264,806 45,600
3,901   3,895 6
18,094   17,966 128
1,832   1,827 5
4,221   4,257 -36
2,156   2,116 40
1,672   1,507 165
2,670   1,250 1,420
1,417   1,214 203
15,427   15,992 -565
12,509   12,788 -279
2,681   2,104 577
22   21 1
2,182   1,680 502
3,647   2,355 1,292
1,631   1,353 278
100,000   101,112 -1,112
5,742   5,134 608
4,180   3,446 734
3,013   2,759 254
5,540   3,623 1,917
1,103   935 168
1,053   1,050 3
9,634   9,016 618
100,000   117,910 -17,910
2,197   2,202 -5
1,538   1,098 440
3,002   2,205 797
5,526   4,544 982
188,686   126,139 62,547
2,955   2,033 922
4,467   3,423 1,044
22,279   17,931 4,348
19,655   15,260 4,395
2,196   2,877 -681
6,664   7,067 -403
7,776   6,006 1,770
13,990   11,074 2,916
248   291 -43
470,000   426,467 43,533
90   111 -21
9,242   7,349 1,893
1,836   1,641 195
39,364   29,345 10,019
16,185   11,856 4,329
9,533   7,987 1,546
12,416   12,800 -384
5,025   6,825 -1,800
3,821   2,360 1,461
8   7 1
7,323   5,027 2,296
26,320   25,851 469
1,934   1,663 271
3,608   3,470 138
5,288   5,337 -49
200,791   215,000 -14,209
315,936   266,166 49,770
1,042   1,001 41
3,264   3,222 42
1,576   1,587 -11
16,885   8,721 8,164
148   158 -10
1,003   894 109
1,532   1,587 -55
682   638 44
87,362   90,560 -3,198
223,180   222,230 950
2,613   2,510 103
601   701 -100
664   490 174
1,001   657 344
1,371   939 432
3,071   2,114 957
1,296   1,159 137
162   132 30
10,464   7,681 2,783
68,978   51,254 17,724
2,381   2,529 -148
3,136   2,950 186
7,105   5,818 1,287
200,000   213,310 -13,310
150   148 2
4,271   2,769 1,502
20,361   14,023 6,338
12,561   10,960 1,601
8,864   7,597 1,267
3,432   3,428 4
2,819   2,154 665
23,905   19,223 4,682
5,085   3,939 1,146
223   279 -56
51,728   38,069 13,659
2,309   2,780 -471
47,424   37,441 9,983
5,832   6,502 -670
7,725   6,534 1,191
14,516   13,704 812
1,347   980 367
3,885   3,688 197
9,871   7,349 2,522
1,441   1,858 -417
1,000   837 163
72,141   72,044 97
7,996   5,891 2,105
7,822   5,211 2,611
2,814   1,700 1,114
18,826   25,684 -6,858
4,422   4,333 89
4,327   3,716 611
2,830   2,710 120
4   5 -1
1,685   1,800 -115
146,600   120,745 25,855
3,145   3,459 -314
3,840   3,799 41
3,733   3,751 -18
1,901   1,827 74
381   404 -23
3,911   4,011 -100
1,436   1,502 -66
9,773   6,249 3,524
12,870   13,207 -337
10,555   11,114 -559
6,532   5,126 1,406
50   50  
3,415   2,359 1,056
1,431   939 492
2,525   1,736 789
3,157   3,657 -500
2,037   1,815 222
13,491   10,960 2,531
10,970   11,475 -505
7,190   6,775 415
382   422 -40
486   476 10
1,764   1,493 271
100,000   115,023 -15,023
50   49 1
19,043   9,240 9,803
6,715   6,566 149
15,026   9,598 5,428
3,216   2,740 476
2,219   1,830 389
2,313   1,766 547
3,729   2,961 768
11,636   8,965 2,671
1,623   2,021 -398
29,159   25,545 3,614
4,093   2,990 1,103
8,892   6,816 2,076
673   820 -147
1,394   1,902 -508
56   80 -24
99   96 3
50,598   36,408 14,190
6,746   5,648 1,098
16,373   20,972 -4,599
5,600   4,639 961
100,000   102,715 -2,715
6,906   4,350 2,556
4,597   6,281 -1,684
21,816   13,145 8,671
13,135   14,699 -1,564
42,326   44,306 -1,980
4,276   3,581 695
943   901 42
2,707   1,901 806
617   659 -42
307,216   250,477 56,739
941   1,101 -160
3,390   3,366 24
4,884   3,196 1,688
3,815   3,906 -91
232   253 -21
3,890   4,105 -215
6,238   4,089 2,149
1,737   1,493 244
137,130   140,394 -3,264
13,072   13,728 -656
19,712   15,378 4,334
408   352 56
336   314 22
100,000   101,325 -1,325
1,628   1,353 275
311   324 -13
7,408   6,592 816
18,118   14,412 3,706
472   447 25
7,556   4,947 2,609
229   245 -16
1,052   671 381
3,780   3,723 57
5,033   4,492 541
474   459 15
3,735   2,610 1,125
3,905   4,334 -429
1,971   1,582 389
15,532   13,068 2,464
6,343   6,758 -415
3,199   3,292 -93
8,111   7,948 163
7,300   6,896 404
1,814   2,246 -432
2,688   3,201 -513
7,788   6,194 1,594
948   1,150 -202
1,420   2,138 -718
1,288   1,764 -476
5,104   6,287 -1,183
1,227   1,189 38
28,051   19,421 8,630
11,334   12,011 -677
14,933   19,093 -4,160
6,666   5,492 1,174
125,823   122,500 3,323
4,198   4,517 -319
10,972   14,978 -4,006
1,723   1,028 695
188   207 -19
36,660   38,252 -1,592
5,199   4,993 206
2,075   1,974 101
7,562   7,597 -35
3,224,989   3,237,000 -12,011
193,726   156,394 37,332
2,769   2,745 24
2,618   2,451 167
2,230   2,260 -30
36,099   34,626 1,473
5,171   5,329 -158
4,061   3,627 434
1,857   1,612 245
2,941   2,522 419
19,272   20,855 -1,583
126,373   128,839 -2,466
9,786   4,308 5,478
4,204   2,660 1,544
108   111 -3
100,000   101,480 -1,480
14,847   7,228 7,619
1,683   1,755 -72
28,152   24,781 3,371
2,856   2,269 587
16,262   7,629 8,633
15,577   14,495 1,082
1,106   725 381
4,748   4,575 173
5,777   5,706 71
4,348   4,085 263
474   379 95
13,981   13,713 268
3,752   4,156 -404
1,851   1,457 394
2,681   3,144 -463
6,144   5,007 1,137
4,354   4,468 -114
2,312   1,978 334
8,489   8,014 475
541   664 -123
363   501 -138
2,138   2,555 -417
212   208 4
982   1,463 -481
15,865   13,705 2,160
1,157   1,940 -783
1,898   1,944 -46
22,419   15,420 6,999
8,929   8,771 158
39,096   40,184 -1,088
13,333   10,479 2,854
2,161   2,415 -254
3,366   3,459 -93
11,769   15,882 -4,113
1,779   2,013 -234
36,157   33,030 3,127
6,299   6,625 -326
2,292   2,187 105
424   403 21
12,521   14,328 -1,807
34,736   34,704 32
364,167   292,904 71,263
3,575   3,510 65
674   565 109
5,874   8,106 -2,232
1,608   1,539 69
4,008   5,192 -1,184
2,503   2,226 277
4,913   4,242 671
778   734 44
4,566   5,000 -434
150,000   152,079 -2,079
3,419   2,604 815
766   722 44
87   85 2
362   286 76
1,146   739 407
12,597   8,041 4,556
18,243   16,048 2,195
19,989   15,830 4,159
81   81  
2,625   2,871 -246
781   510 271
6,122   3,989 2,133
942   928 14
3,473   3,223 250
1,049   803 246
4,457   3,150 1,307
7,503   8,254 -751
5,508   4,176 1,332
11,693   11,775 -82
5,577   4,542 1,035
19,702   13,108 6,594
13,049   10,993 2,056
197   151 46
1,560   1,886 -326
972   942 30
1,054   1,251 -197
17,799   11,839 5,960
5,294   5,316 -22
149   220 -71
262   423 -161
2,654   2,670 -16
837   639 198
9,894   12,249 -2,355
22,231   22,761 -530
1,333   1,038 295
3,147   3,327 -180
4,334   2,895 1,439
7,806   7,470 336
8,026   9,037 -1,011
16,019   14,407 1,612
2,710   2,608 102
2,180   2,076 104
3,867   3,674 193
19,225   21,803 -2,578
1,370,000   1,378,563 -8,563
120,311   96,042 24,269
1,063   1,058 5
195   160 35
120   165 -45
1,771   2,308 -537
2,604   2,753 -149
2,168   1,929 239
847   728 119
1,753   1,512 241
238   261 -23
1,995   1,805 190
43,447   34,997 8,450
581   669 -88
30,455   28,983 1,472
1,158   955 203
2,494   2,266 228
19,806   15,859 3,947
359   289 70
30,820   24,279 6,541
1,619   1,592 27
9,315   7,032 2,283
2,585   1,292 1,293
4,923   4,890 33
15,294   12,488 2,806
705   721 -16
2,448   2,409 39
1,304   918 386
14,164   15,501 -1,337
14,286   9,483 4,803
12,526   13,741 -1,215
2,376   3,342 -966
881   585 296
13,323   11,127 2,196
11,726   8,952 2,774
5,188   6,036 -848
11,252   11,470 -218
48,841   35,370 13,471
6,816   6,223 593
11,238   11,582 -344
4,581   5,170 -589
382   544 -162
787   771 16
5,129   3,857 1,272
22,698   18,645 4,053
29,641   30,270 -629
36,369   40,838 -4,469
3,253   3,053 200
6,691   9,254 -2,563
9,577   7,838 1,739
18,898   20,372 -1,474
8,652   6,614 2,038
40,580   31,076 9,504
4,416   4,198 218
17,332   14,956 2,376
2,587   2,922 -335
126,584   209,999 -83,415
141,185   106,775 34,410
1,885   1,672 213
293   230 63
7,355   10,096 -2,741
2,041   1,771 270
2,158   1,969 189
6,560   5,816 744
3,747   3,862 -115
902   776 126
1,261   1,186 75
3,637   3,958 -321
33,038   25,437 7,601
162   166 -4
124   111 13
2,669   1,783 886
4,417   2,853 1,564
308   297 11
1,346   1,142 204
5   4 1
1,789   1,740 49
4,819   3,878 941
2,591   2,388 203
7,578   6,302 1,276
2,753   2,328 425
1,492   1,523 -31
6,859   6,267 592
7,737   5,454 2,283
3,369   3,664 -295
14,238   11,320 2,918
7,171   7,866 -695
11,555   6,011 5,544
3,481   3,332 149
5,174   6,348 -1,174
3,449   2,611 838
27,507   19,837 7,670
5,661   5,704 -43
1,613   2,298 -685
76   57 19
5,542   5,707 -165
694   898 -204
164   255 -91
1,419   1,416 3
3,037   2,237 800
6,485   8,067 -1,582
15,117   15,299 -182
14,144   15,666 -1,522
6,179   4,631 1,548
33,257   30,045 3,212
3,924   3,457 467
16,407   17,673 -1,266
6,253   4,549 1,704
10,434   9,838 596
15,485   14,709 776
10,986   9,367 1,619
2,102,995   2,357,547 -254,552
91,094   150,313 -59,219
142,239   107,395 34,844
1,168   1,035 133
8,873   6,824 2,049
150,000   134,473 15,527
3,746   3,654 92
3,818   3,466 352
436   449 -13
5,606   5,778 -172
1,466   1,259 207
6,922   6,938 -16
893   920 -27
15,638   6,677 8,961
109   101 8
177   175 2
877   736 141
5,346   4,318 1,028
1,695   1,624 71
1,861   1,575 286
8,344   5,415 2,929
884   857 27
929   771 158
4,432   4,032 400
1,484   1,345 139
8,865   8,281 584
5,555   5,319 236
3,334   3,296 38
8,291   8,526 -235
3,752   4,077 -325
10,396   8,260 2,136
5,205   5,834 -629
1,251   1,100 151
370   403 -33
24,010   22,854 1,156
20,201   15,224 4,977
7,028   8,400 -1,372
5,274   5,296 -22
1,661   2,365 -704
39,041   27,859 11,182
820   828 -8
62   80 -18
3,689   4,816 -1,127
539   533 6
34   42 -8
5,072   4,150 922
66,185   62,468 3,717
52,749   46,925 5,824
3,641   2,494 1,147
5,234   5,228 6
9,516   5,826 3,690
18,679   19,467 -788
17,132   11,921 5,211
65,444   61,671 3,773
2,180   2,022 158
26,206   22,853 3,353
11,125   12,285 -1,160
315,875   510,000 -194,125
289,185   217,679 71,506
393   378 15
444   338 106
30,988   32,785 -1,797
7,862   8,400 -538
5,644   2,720 2,924
35   37 -2
4,072   4,029 43
1,237   1,149 88
66   69 -3
3,114   3,144 -30
366   154 212
61   60 1
740   504 236
3,086   2,065 1,021
2,302   2,074 228
3,853   3,364 489
20,823   20,477 346
5,304   5,600 -296
7,240   5,886 1,354
385   391 -6
201   222 -21
3,042   2,326 716
6,221   2,822 3,399
16,200   14,474 1,726
832   616 216
1,701   1,920 -219
4,441   4,811 -370
3,141   2,495 646
2,831   3,223 -392
2,672   2,209 463
879   760 119
365   354 11
30,646   22,974 7,672
13,906   15,941 -2,035
3,904   3,837 67
639   910 -271
819   1,182 -363
2,724   2,722 2
6,218   7,635 -1,417
7,599   5,042 2,557
1,364   1,195 169
68   80 -12
924   1,140 -216
993   927 66
110,323   108,106 2,217
318   419 -101
1,216   1,181 35
13,018   11,695 1,323
3,161   3,240 -79
37,648   25,383 12,265
1,707   1,581 126
1,789   1,616 173
10,720   10,854 -134
13,019   14,279 -1,260
253,593   399,533 -145,940
150,527   111,894 38,633
3,135   2,890 245
4,634   4,616 18
7,477   7,897 -420
5,055   5,261 -206
2,893   2,994 -101
3,450   3,589 -139
351   366 -15
2,510   2,631 -121
880   972 -92
1,089   1,094 -5
55,108   42,496 12,612
8,514   5,292 3,222
457   418 39
1,778   1,493 285
18,631   16,787 1,844
1,657   1,444 213
44,908   34,421 10,487
35,853   33,794 2,059
454   391 63
1,588   1,679 -91
453   499 -46
1,673   1,269 404
17,030   13,730 3,300
3,711   3,553 158
357   264 93
8,682   6,978 1,704
689   736 -47
400,000   398,647 1,353
36,859   18,476 18,383
27,028   28,367 -1,339
543   542 1
3,745   2,974 771
407   498 -91
197   182 15
5,703   5,310 393
3,488   3,350 138
1,218   1,201 17
1,067   1,005 62
1,927   1,792 135
12,691   9,970 2,721
1,669   1,933 -264
500,000   449,533 50,467
6,043   7,856 -1,813
2,912   2,705 207
100,000   103,981 -3,981
1,849   1,837 12
6,542   5,360 1,182
11,229   10,129 1,100
28,446   28,955 -509
149,918   134,716 15,202
2,101   1,942 159
106,887   112,741 -5,854
1,061   956 105
12,410   13,611 -1,201
167,854   251,931 -84,077
237,548   173,083 64,465
666   644 22
2,503   1,971 532
7,658   7,952 -294
3,130   4,080 -950
3,752   4,739 -987
5,007   4,358 649
983   1,009 -26
2,225   1,469 756
1,380   1,290 90
1,895   1,851 44
1,951   1,499 452
12,160   9,834 2,326
1,298   938 360
4,321   2,909 1,412
6,839   6,490 349
13,545   13,928 -383
6,936   5,947 989
3,015   1,562 1,453
23,167   19,882 3,285
3,654   3,414 240
3,207   3,144 63
1,241   883 358
3,752   3,011 741
1,955   1,915 40
454   344 110
8,799   9,114 -315
496   509 -13
105,342   94,662 10,680
237,162   117,276 119,886
14,681   11,502 3,179
4,032   3,993 39
6,337   5,015 1,322
1,724   2,412 -688
6,699   7,325 -626
22,886   18,207 4,679
265   269 -4
6,364   6,390 -26
3,829   4,259 -430
9,858   8,778 1,080
115   122 -7
1,349   1,562 -213
5,645   4,780 865
33,092   29,778 3,314
100,000   103,784 -3,784
1,571   1,297 274
5,753   5,521 232
33,568   30,437 3,131
7,902   8,034 -132
5,388   5,081 307
1,510   1,391 119
1,014   1,007 7
803   691 112
1,407   1,543 -136
63,821   66,571 -2,750
46,848   35,201 11,647
1,274   1,114 160
3,027   2,981 46
53,877   55,792 -1,915
1,070   1,138 -68
385   404 -19
3,291   2,908 383
2,724   2,348 376
5,714   3,746 1,968
2,746   2,742 4
5,285   5,149 136
584   554 30
243   196 47
1,982   1,423 559
1,352   1,193 159
12,814   13,133 -319
8,736   8,822 -86
20,616   17,653 2,963
608   473 135
7,078   3,494 3,584
22,155   13,748 8,407
32,574   30,885 1,689
1,241   874 367
9,629   8,967 662
2,749   2,702 47
3,405   2,482 923
1,533   1,578 -45
2,386   2,447 -61
110,075   93,923 16,152
2,991   3,368 -377
1,217   1,144 73
15,136   14,810 326
58,559   43,247 15,312
1,332   1,889 -557
3,884   3,340 544
659   641 18
8,402   8,523 -121
31   37 -6
64   46 18
7,570   5,554 2,016
16,361   17,173 -812
781   903 -122
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       137
b       9,046
c       2,981
d       -3,296
e       119
      651
      1,518
      -239
      3,749
      52
      86
      101
      -1,402
      101,617
      118
      16
      119
      -12
      121
      -22
      671
      850
      524
      379
      1,398
      61
      116
      1,550
      211
      -11
      11,108
      3,455
      226
      5,926
      734
      454
      -46
      134
      20
      1,357
      1,698
      604
      24,187
      1,686
      882
      296
      11,810
      20
      1,215
      6,360
      -11
      -34
      1,520
      10,445
      -78
      -28
      1,683
      6,501
      67
      -4,798
      -3
      65
      199
      10,262
      5,434
      77
      19
      7,227
      -6,032
      34,866
      206,900
      19
      28
      319
      143
      205
      336
      2,011
      -1,728
      -333
      5,409
      16
      -11
      3
      137
      -906
      1,603
      2,333
      498
      14,180
      1,934
      460
      6,406
      359
      14
      291
      1,808
      906
      18,177
      1,919
      -75
      764
      13,525
      -908
      1,236
      1,905
      4
      -347
      2,757
      3,274
      219
      -3
      1,666
      7,344
      10,935
      -564
      367
      5,334
      8
      15,422
      -147
      320
      14
      -2
      -1,553
      45,600
      6
      128
      5
      -36
      40
      165
      1,420
      203
      -565
      -279
      577
      1
      502
      1,292
      278
      -1,112
      608
      734
      254
      1,917
      168
      3
      618
      -17,910
      -5
      440
      797
      982
      62,547
      922
      1,044
      4,348
      4,395
      -681
      -403
      1,770
      2,916
      -43
      43,533
      -21
      1,893
      195
      10,019
      4,329
      1,546
      -384
      -1,800
      1,461
      1
      2,296
      469
      271
      138
      -49
      -14,209
      49,770
      41
      42
      -11
      8,164
      -10
      109
      -55
      44
      -3,198
      950
      103
      -100
      174
      344
      432
      957
      137
      30
      2,783
      17,724
      -148
      186
      1,287
      -13,310
      2
      1,502
      6,338
      1,601
      1,267
      4
      665
      4,682
      1,146
      -56
      13,659
      -471
      9,983
      -670
      1,191
      812
      367
      197
      2,522
      -417
      163
      97
      2,105
      2,611
      1,114
      -6,858
      89
      611
      120
      -1
      -115
      25,855
      -314
      41
      -18
      74
      -23
      -100
      -66
      3,524
      -337
      -559
      1,406
       
      1,056
      492
      789
      -500
      222
      2,531
      -505
      415
      -40
      10
      271
      -15,023
      1
      9,803
      149
      5,428
      476
      389
      547
      768
      2,671
      -398
      3,614
      1,103
      2,076
      -147
      -508
      -24
      3
      14,190
      1,098
      -4,599
      961
      -2,715
      2,556
      -1,684
      8,671
      -1,564
      -1,980
      695
      42
      806
      -42
      56,739
      -160
      24
      1,688
      -91
      -21
      -215
      2,149
      244
      -3,264
      -656
      4,334
      56
      22
      -1,325
      275
      -13
      816
      3,706
      25
      2,609
      -16
      381
      57
      541
      15
      1,125
      -429
      389
      2,464
      -415
      -93
      163
      404
      -432
      -513
      1,594
      -202
      -718
      -476
      -1,183
      38
      8,630
      -677
      -4,160
      1,174
      3,323
      -319
      -4,006
      695
      -19
      -1,592
      206
      101
      -35
      -12,011
      37,332
      24
      167
      -30
      1,473
      -158
      434
      245
      419
      -1,583
      -2,466
      5,478
      1,544
      -3
      -1,480
      7,619
      -72
      3,371
      587
      8,633
      1,082
      381
      173
      71
      263
      95
      268
      -404
      394
      -463
      1,137
      -114
      334
      475
      -123
      -138
      -417
      4
      -481
      2,160
      -783
      -46
      6,999
      158
      -1,088
      2,854
      -254
      -93
      -4,113
      -234
      3,127
      -326
      105
      21
      -1,807
      32
      71,263
      65
      109
      -2,232
      69
      -1,184
      277
      671
      44
      -434
      -2,079
      815
      44
      2
      76
      407
      4,556
      2,195
      4,159
       
      -246
      271
      2,133
      14
      250
      246
      1,307
      -751
      1,332
      -82
      1,035
      6,594
      2,056
      46
      -326
      30
      -197
      5,960
      -22
      -71
      -161
      -16
      198
      -2,355
      -530
      295
      -180
      1,439
      336
      -1,011
      1,612
      102
      104
      193
      -2,578
      -8,563
      24,269
      5
      35
      -45
      -537
      -149
      239
      119
      241
      -23
      190
      8,450
      -88
      1,472
      203
      228
      3,947
      70
      6,541
      27
      2,283
      1,293
      33
      2,806
      -16
      39
      386
      -1,337
      4,803
      -1,215
      -966
      296
      2,196
      2,774
      -848
      -218
      13,471
      593
      -344
      -589
      -162
      16
      1,272
      4,053
      -629
      -4,469
      200
      -2,563
      1,739
      -1,474
      2,038
      9,504
      218
      2,376
      -335
      -83,415
      34,410
      213
      63
      -2,741
      270
      189
      744
      -115
      126
      75
      -321
      7,601
      -4
      13
      886
      1,564
      11
      204
      1
      49
      941
      203
      1,276
      425
      -31
      592
      2,283
      -295
      2,918
      -695
      5,544
      149
      -1,174
      838
      7,670
      -43
      -685
      19
      -165
      -204
      -91
      3
      800
      -1,582
      -182
      -1,522
      1,548
      3,212
      467
      -1,266
      1,704
      596
      776
      1,619
      -254,552
      -59,219
      34,844
      133
      2,049
      15,527
      92
      352
      -13
      -172
      207
      -16
      -27
      8,961
      8
      2
      141
      1,028
      71
      286
      2,929
      27
      158
      400
      139
      584
      236
      38
      -235
      -325
      2,136
      -629
      151
      -33
      1,156
      4,977
      -1,372
      -22
      -704
      11,182
      -8
      -18
      -1,127
      6
      -8
      922
      3,717
      5,824
      1,147
      6
      3,690
      -788
      5,211
      3,773
      158
      3,353
      -1,160
      -194,125
      71,506
      15
      106
      -1,797
      -538
      2,924
      -2
      43
      88
      -3
      -30
      212
      1
      236
      1,021
      228
      489
      346
      -296
      1,354
      -6
      -21
      716
      3,399
      1,726
      216
      -219
      -370
      646
      -392
      463
      119
      11
      7,672
      -2,035
      67
      -271
      -363
      2
      -1,417
      2,557
      169
      -12
      -216
      66
      2,217
      -101
      35
      1,323
      -79
      12,265
      126
      173
      -134
      -1,260
      -145,940
      38,633
      245
      18
      -420
      -206
      -101
      -139
      -15
      -121
      -92
      -5
      12,612
      3,222
      39
      285
      1,844
      213
      10,487
      2,059
      63
      -91
      -46
      404
      3,300
      158
      93
      1,704
      -47
      1,353
      18,383
      -1,339
      1
      771
      -91
      15
      393
      138
      17
      62
      135
      2,721
      -264
      50,467
      -1,813
      207
      -3,981
      12
      1,182
      1,100
      -509
      15,202
      159
      -5,854
      105
      -1,201
      -84,077
      64,465
      22
      532
      -294
      -950
      -987
      649
      -26
      756
      90
      44
      452
      2,326
      360
      1,412
      349
      -383
      989
      1,453
      3,285
      240
      63
      358
      741
      40
      110
      -315
      -13
      10,680
      119,886
      3,179
      39
      1,322
      -688
      -626
      4,679
      -4
      -26
      -430
      1,080
      -7
      -213
      865
      3,314
      -3,784
      274
      232
      3,131
      -132
      307
      119
      7
      112
      -136
      -2,750
      11,647
      160
      46
      -1,915
      -68
      -19
      383
      376
      1,968
      4
      136
      30
      47
      559
      159
      -319
      -86
      2,963
      135
      3,584
      8,407
      1,689
      367
      662
      47
      923
      -45
      -61
      16,152
      -377
      73
      326
      15,312
      -557
      544
      18
      -121
      -6
      18
      2,016
      -812
      -122
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 1,449,777
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 3 403,863
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 6,695,196 111,226,257 0.060194
2012 6,521,958 105,650,463 0.061731
2011 4,990,608 106,085,633 0.047043
2010 4,312,695 97,696,570 0.044144
2009 4,711,889 83,643,154 0.056333
2 Total of line 1, column (d) ...................... 2 0.269445
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 0.053889
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 117,212,278
5 Multiply line 4 by line 3....................... 5 6,316,452
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 45,813
7 Add lines 5 and 6......................... 7 6,362,265
8 Enter qualifying distributions from Part XII, line 4.............. 8 6,471,566
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 45,813
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 45,813
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 45,813
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 76,813
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 76,813
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 31,000
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet31,000 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WELBORNFDN.ORG
    14
    The books are in care ofbulletKEVIN BAIN Telephone no.bullet (812) 437-8260
    Located atbullet21 SE THIRD ST SUITE 610EVANSVILLEIN ZIP+4bullet477081418
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    W HAROLD CALLOWAY BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    LISA N COLLINS SECRETARY
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    DON CHAUDOIN BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    C MARK HUBBARD BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    THOMAS KAZEE BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    MARILYN KLENCK BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    DAVID L KNAPP BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    JOHN D PULCINI MD FACS BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    ELLIS S REDD FIRST VICE C
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    RONALD ROMAIN BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    DANIEL SCHENK CHAIRMAN
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    JALEIGH J WHITE BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    KEVIN BAIN EXEC. DIR.
    40.00
    200,965 83,888 0
    21 SE THIRD ST
    SUITE 310
    EVANSVILLE,IN47708
    JOHN C SCHROEDER SECOND VICE
    1.00
    0 0 0
    21 SE THIRD STREET
    SUITE 610
    EVANSVILLE,IN47708
    CARRIE ELLSPERMAN BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    NORM BAFUNNO BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    LINDA BENNETT BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    JAMES MUEHLBAUER BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    RAY BARBER BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD STREET
    SUITE 610
    EVANSVILLE,IN47708
    JEFFREY KNIGHT BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD STREET
    SUITE 610
    EVANSVILLE,IN47708
    DWIGHT HAMILTON TREASURER
    1.00
    0 0 0
    21 SE THIRD STREET
    EVANSVILLE,IN47708
    LYNN COOPER BOARD MEMBER
    1.00
    0 0 0
    21 SE THIRD STREET
    EVANSVILLE,IN47708
    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
    GARY BAUER CFO
    40.00
    117,340 37,821  
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    ANDREA HAYS PROGRAM DIRE
    40.00
    88,137 18,467  
    21 SE THIRD STREET SUITE 610
    EVANSVILLE,IN477081418
    PATRICK JACKSON SR PROGRAM O
    40.00
    79,779 24,431  
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    RHONDA MEADE PROGRAM DIRE
    40.00
    77,656 21,707  
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    ELIZABETH THARP EVALUATION O
    40.00
    74,102 22,524  
    21 SE THRID STREET
    SUITE 610
    EVANSVILLE,IN47708
    Total number of other employees paid over $50,000...................bullet 1
    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
    DIMEO SCHNEIDER ASSOC LLC INVESTMENT 102,386
    500 WEST MADISON STREET
    CHICAGO,IL60661
    LEVERAGE POINTS CONSULTING LLC STRATEGIC PLAN 75,515
    355 EAST OHIO ST SUITE 322
    INDIANAPOLIS,IN46204
    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 (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See 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
    118,883,735
    b
    Average of monthly cash balances.......................
    1b
    113,502
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    118,997,237
    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
    118,997,237
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,784,959
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    117,212,278
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,860,614
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,860,614
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    45,813
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    45,813
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,814,801
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    5,814,801
    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
    5,814,801
    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
    6,453,412
    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
    18,154
    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
    6,471,566
    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
    45,813
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,425,753
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 5,814,801
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 558,443
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 1,320,899
    e From 2013....... 1,205,622
    fTotal of lines 3a through e......... 3,084,964
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 6,471,566
    a Applied to 2013, 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 2014 distributable amount..... 5,814,801
    e Remaining amount distributed out of corpus 656,765
    5 Excess distributions carryover applied to 2014.    
    (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 3,741,729
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    558,443
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    3,183,286
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 1,320,899
    d Excess from 2013.... 1,205,622
    e Excess from 2014.... 656,765
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KEVIN R BAIN
    21 SE THIRD ST
    SUITE 610
    EVANSVILLE,IN47708
    (812) 437-8260
    bThe form in which applications should be submitted and information and materials they should include:
    VISIT WWW.WELBORNFDN.ORG FOR THIS INFORMATION
    cAny submission deadlines:
    WILL BE PUBLISHED ANNUALLY AT WWW.WELBORNFDN.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SERVICE AREA IS SW IN, SE IL & HENDERSON KY. SEE WEB PAGE
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    WELBORN BAPTIST FOUNDATION
    21 SE 3RD STREET
    EVANSVILLE,IN47708
    N/A PUBLIC IMPROVED PHYSICAL ACTIVITY AND NUTRI 78,851
    BIG BROTHERSBIG SISTERS
    101 PLAZA EAST BLVD SUIT
    EVANSVILLE,IN47715
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 40,000
    BOOM SQUAD INC
    PO BOX 3902
    EVANSVILLE,IN477373902
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 19,703
    BREAD OF LIFE
    PO BOX 12
    LYNVILLE,IN47619
    N/A PUBLIC FAITH BASED 12,500
    CARVER COMMUNITY ORGANIZATION
    400 SE 8TH STREET
    EVANSVILLE,IN47713
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 61,346
    CHRISNEY ELEMENTARY SCHOOL
    311 N CHURCH STREET
    CHRISNEY,IN47611
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 4,825
    CHRIST THE KING SCHOOL
    3101 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 4,990
    COMMUNITY COORDINATED CHILD CARE
    600 SE 6TH STREET
    EVANSVILLE,IN47713
    N/A PUBLIC EARLY CHILDHOOD DEVELOPMENT 564,892
    CRISIS PREGNANCY CENTER OF HENDERSO
    603 CENTER STREET
    HENDERSON,KY42420
    N/A PUBLIC COMMUNITY HEALTH STATUS 10,000
    DAVID TURNHAM EDUCATION CENTER
    PO BOX 432
    DALE,IN47523
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 5,100
    DEACONESS FAMILY MEDICINE RESIDENCY
    515 READ STREET
    EVANSVILLE,IN47710
    N/A PUBLIC COMMUNITY HEALTH STATUS 30,000
    ECHO COMMUNITY HEALTH CARE
    315 MULBERRY ST
    EVANSVILLE,IN47714
    N/A PUBLIC COMMUNITY HEALTH STATUS 190,000
    EVANSVILLE AREA COMMUNITY OF CHURCH
    2001 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 5,000
    EVANSVILLE AREA TRAILS COALITION I
    PO BOX 13029
    EVANSVILLE,IN47728
    N/A PUBLIC IMPROVED PHYSICAL ACTIVITY AND NUTRI 25,000
    EVANSVILLE CHRISTIAN LIFE CENTER
    509 S KENTUCKY AVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 110,000
    EVANSVILLE-VANDERBURGH SCHOOL CORP
    1 SE NINTH STREET
    EVANSVILLE,IN47708
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 79,711
    FIFTH STREET ELEMENTARY
    401 WEST 5TH STREET
    JASPER,IN47546
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 7,625
    FRIENDS OF GILDAS CLUB
    5740 VOGEL ROAD
    EVANSVILLE,IN47715
    N/A PUBLIC COMMUNITY HEALTH STATUS 15,000
    GIRL SCOUTS OF RAINTREE COUNCIL
    PO 1350
    EVANSVILLE,IN47706
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 6,408
    GOOD NEWS JAIL & PRISON MINISTRY
    3500 N HARLAN AVENUE
    EVANSVILLE,IN47711
    N/A PUBLIC FAITH BASED 40,000
    HOLLY'S HOUSE INC
    PO BOX 4125
    EVANSVILLE,IN47724
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 42,500
    KOCH FAMILY CHILDREN'S MUSEUM OF EV
    PO BOX 122
    EVANSVILLE,IN47701
    N/A PUBLIC EARLY CHILDHOOD DEVELOPMENT 1,000
    LAMPION CENTER
    655 S HEBRON AVE
    EVANSVILLE,IN47714
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 136,250
    LODGE COMMUNITY SCHOOL
    2000 LODGE AVE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 4,384
    MEDIA MINISTRIES INC
    4630 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 69,210
    MENTORS 4 KIDS INC
    610 N MCLEANSBORO ST PO
    BENTON,IL62812
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 27,500
    NEW HOPE DEVELOPMENET CORPORATION
    663 SOUTH ELLIOTT STREET
    EVANSVILLE,IN47713
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 7,427
    PERRY CENTRAL HIGH SCHOOL
    18677 OLD STATE ROAD 37
    LEOPOLD,IN47551
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 6,425
    POTTER'S WHEEL
    333 JEFFERSON AVE
    EVANSVILLE,IN47713
    N/A PUBLIC FAITH BASED 39,000
    RIGHT TO LIFE OF SOUTHWEST INDIANA
    20 NW FOURTH STREET SUIT
    EVANSVILLE,IN47708
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 15,000
    ST JOHN THE BAPTIST CATHOLIC SCHOO
    725 FRAME RD
    NEWBURGH,IN47630
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 5,132
    TELL CITY JR HIGH SCHOOL
    900 12TH STREET
    TELL CITY,IN47586
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 6,050
    TULIP TREE HEALTH SERVICES
    123 N MCCREARY STREET
    FT BRANCH,IN47648
    N/A PUBLIC COMMUNITY HEALTH STATUS 91,675
    WESSELMAN NATURE SOCIETY
    551 N BOEKE ROAD
    EVANSVILLE,IN47711
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 160,000
    WOOD MEMORIAL HIGH SCHOOL
    934 SOUTH FRANKLIN ST
    OAKLAND CITY,IN47660
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 6,725
    YOUNG LIFE
    PO BOX 4375
    EVANSVILLE,IN47724
    N/A PUBLIC FAITH BASED 37,500
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    118 VINE STREET
    EVANSVILLE,IN47708
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 144,583
    YOUTH FIRST INC
    3220 E MORGAN AVE SUITE
    EVANSVILLE,IN47715
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 301,493
    YOUTH RESOURCES OF SOUTHWESTERN IND
    PO BOX 3635
    EVANSVILLE,IN477353635
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 10,000
    ALBION FELLOWS BACON CENTER
    PO BOX 3164
    EVANSVILLE,IN47731
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 9,250
    BIG BROTHERSBIG SISTERS
    101 PLAZA EAST BLVD SUIT
    EVANSVILLE,IN47715
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 23,000
    BOOM SQUAD INC
    PO BOX 3902
    EVANSVILLE,IN477373902
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 6,819
    CARVER COMMUNITY ORGANIZATION
    400 SE 8TH STREET
    EVANSVILLE,IN47713
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 15,000
    CATHOLIC CHARITIES EVANSVILLE
    123 NW FOURTH STREET
    EVANSVILLE,IN47708
    N/A PUBLIC COMMUNITY HEALTH STATUS 21,750
    CEDAR CREST INTERMEDIATE SCHOOL
    4770 SOUTH STATE RD 162
    HUNTINGBURG,IN47542
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 2,000
    CHRISNEY ELEMENTARY SCHOOL
    311 N CHURCH STREET
    CHRISNEY,IN47611
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 12,000
    CHRIST THE KING SCHOOL
    3101 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 20,625
    CHRISTIAN CHURCH OF JASPER
    1450 ENERGY DRIVE
    JASPER,IN47546
    N/A PUBLIC FAITH BASED 1,150
    CITY CHURCH
    2510 WATERBRIDGE WAY
    EVANSVILLE,IN47710
    N/A PUBLIC FAITH BASED 400
    COMMUNITY ONE INC
    402 S GREEN RIVER ROAD
    EVANSVILLE,IN47715
    N/A PUBLIC FAITH BASED 12,000
    CRISIS CONNECTION INC
    1500 S MERIDIAN RD
    JASPER,IN47546
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 6,500
    CYPRESS
    816 CANTERBURY ROAD
    EVANSVILLE,IN47715
    N/A PUBLIC COMMUNITY HEALTH STATUS 5,000
    DAVID TURNHAM EDUCATION CENTER
    PO BOX 432
    DALE,IN47523
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 10,900
    ECHO COMMUNITY HEALTH CARE
    315 MULBERRY ST
    EVANSVILLE,IN47714
    N/A PUBLIC COMMUNITY HEALTH STATUS 19,950
    ENCOUNTERING HOPE MINISTRIES INC
    304 NORTH SECOND STREET
    BOONVILLE,IN47601
    N/A PUBLIC FAITH BASED 24,000
    EVANSVILLE AREA COMMUNITY OF CHURCH
    2001 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 7,500
    EVANSVILLE AREA FUNDRAISING COUNCIL
    PO BOX 114
    EVANSVILLE,IN477010114
    N/A PUBLIC NONPROFIT EDUCATIONAL TRAINING 1,200
    EVANSVILLE CHRISTIAN LIFE CENTER
    509 S KENTUCKY AVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 55,000
    EVANSVILLE DAY SCHOOL
    3400 NORTH GREEN RIVER RO
    EVANSVILLE,IN47715
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 2,000
    FIFTH STREET ELEMENTARY
    401 WEST 5TH STREET
    JASPER,IN47546
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 625
    WELBORN BAPTIST FOUNDATION
    21 SE 3RD STREET
    EVANSVILLE,IN47708
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 14,197
    HOLLY'S HOUSE INC
    PO BOX 4125
    EVANSVILLE,IN47724
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 20,000
    HOLY FAMILY CATHOLIC CHURCH
    950 E CHURCH AVE
    JASPER,IN47546
    N/A PUBLIC FAITH BASED 800
    IMPACT CHRISTIAN HEALTH CENTER
    720 SE 8TH STREET
    EVANSVILLE,IN47713
    N/A PUBLIC COMMUNITY HEALTH STATUS 25,000
    INDIANA NONPROFIT RESOURCE NETWORK
    PO BOX 18
    EVANSVILLE,IN47701
    N/A PUBLIC COMMUNITY HEALTH STATUS 1,000
    MEDICAL EDUCATION RESEARCH PARTNERS
    8600 UNIVERSITY BOULEVARD
    EVANSVILLE,IN47712
    N/A PUBLIC COMMUNITY HEALTH STATUS 44,250
    LAMPION CENTER
    655 S HEBRON AVE
    EVANSVILLE,IN47714
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 42,500
    LODGE COMMUNITY SCHOOL
    2000 LODGE AVE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 20,625
    LUCE ELEMENTARY
    1057 NORTH COUNTY ROAD 70
    RICHLAND,IN47634
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 1,000
    MEDIA MINISTRIES INC
    4630 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 18,750
    MENTORS 4 KIDS INC
    610 N MCLEANSBORO ST PO
    BENTON,IL62812
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 26,000
    NANCY HANKS ELEMENTARY
    19260 N STATE ROAD 162
    FERDINAND,IN47532
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 2,000
    NEWBURGH ELEMENTARY SCHOOL
    306 STATE STREE
    NEWBURGH,IN47630
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 2,000
    NORRIS CITY - OMAHA ELEMENTARY
    580 US 45
    NORRIS CITY,IL62869
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 2,000
    NORTH POSEY JR HIGH SCHOOL
    5800 HIGH SCHOOL ROAD
    POSEYVILLE,IN47633
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 2,000
    PATCHWORK CENTRAL
    100 WASHINGTON AVENUE
    EVANSVILLE,IN47713
    N/A PUBLIC FAITH BASED 400
    PERRY CENTERAL ELEMENTARY
    18677 OLD STATE ROAD 37
    LEOPOLD,IN47551
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 500
    PERRY CENTRAL HIGH SCHOOL
    18677 OLD STATE ROAD 37
    LEOPOLD,IN47551
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 24,075
    POTTER'S WHEEL
    333 JEFFERSON AVE
    EVANSVILLE,IN47713
    N/A PUBLIC FAITH BASED 13,000
    SOUTH ELEMENTARY SCHOOL
    715 W 3RD STREET
    MT CARMEL,IL62863
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 1,500
    SOUTHWEST INDIANA CHAMBER
    318 MAIN STREET
    EVANSVILLE,IN47708
    N/A PUBLIC COMMUNITY HEALTH STATUS 5,000
    ST BENEDICT CATHEDRAL SCHOOL
    1328 LINCOLN AVENUE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 12,100
    ST FERDINAND CATHOLIC CHURCH
    PO BOX 156
    FERDINAND,IN47532
    N/A PUBLIC FAITH BASED 400
    ST JOHN THE BAPTIST SCHOOL
    725 FRAME ROAD
    NEWBURGH,IN47630
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 11,558
    ST JOHN THE EVANGELIST CATHOLIC CH
    5301 DAYLIGHT DRIVE
    EVANSVILLE,IN47725
    N/A PUBLIC FAITH BASED 800
    ST MARY'S FOUNDATION
    3700 WASHINGTON AVENUE
    EVANSVILLE,IN47750
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 50,000
    ST MEINRAD CATHOLIC CHURCH
    PO BOX 8
    ST MEINRAD,IN47577
    N/A PUBLIC FAITH BASED 400
    TELL CITY HIGH SCHOOL
    900 12TH STREET
    TELL CITY,IN47586
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 13,975
    TELL CITY JR HIGH SCHOOL
    900 12TH STREET
    TELL CITY,IN47586
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 125
    THE GUARDIAN CENTER
    1124 OAK STREET
    CARMI,IL62821
    N/A PUBLIC COMMUNITY HEALTH STATUS 22,500
    THE REHABILITATION CENTER
    3701 BELLEMEADE AVENUE
    EVANSVILLE,IN47714
    N/A PUBLIC COMMUNITY HEALTH STATUS 50,000
    TTT CHRISTIAN YOUTH MINISTRIES INC
    13000 US HWY 41 N
    EVANSVILLE,IN47725
    N/A PUBLIC FAITH BASED 6,250
    TULIP TREE HEALTH SERVICES
    123 N MCCREARY STREET
    FT BRANCH,IN47648
    N/A PUBLIC COMMUNITY HEALTH STATUS 12,500
    WILLIAM TELL ELEMENTARY
    1235 31ST STREET
    TELL CITY,IN47586
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 2,000
    WOOD MEMORIAL HIGH SCHOOL
    934 SOUTH FRANKLIN ST
    OAKLAND CITY,IN47660
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 21,400
    WOOD MEMORIAL JR HIGH
    954A SOUTH FRANKLIN ST
    OAKLAND CITY,IN47660
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 1,250
    YMCA OF SOUTHWESTERN INDIANA
    222 NW SIXTH STREET
    EVANSVILLE,IN47708
    N/A PUBLIC COMMUNITY FITNESS 22,750
    YOUNG LIFE
    PO BOX 4375
    EVANSVILLE,IN47724
    N/A PUBLIC FAITH BASED 15,000
    YOUTH FIRST INC
    3220 E MORGAN AVE SUITE
    EVANSVILLE,IN47715
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 175,131
    YOUTH RESOURCES OF SOUTHWESTERN IND
    PO BOX 3635
    EVANSVILLE,IN477353635
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 14,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    118 VINE STREET
    EVANSVILLE,IN47708
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 62,500
    Total .................................bullet 3a 3,440,710
    bApproved for future payment
    ALBION FELLOWS BACON CENTER
    PO BOX 3164
    EVANSVILLE,IN47731
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 27,750
    BOOM SQUAD INC
    PO BOX 3902
    EVANSVILLE,IN477373902
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 11,181
    CARVER COMMUNITY ORGANIZATION
    400 SE 8TH STREET
    EVANSVILLE,IN47713
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 60,000
    CATHOLIC CHARITIES EVANSVILLE
    123 NW FOURTH STREET
    EVANSVILLE,IN47708
    N/A PUBLIC COMMUNITY HEALTH STATUS 65,250
    CHRISNEY ELEMENTARY SCHOOL
    311 N CHURCH STREET
    CHRISNEY,IN47611
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 5,475
    CHRIST THE KING SCHOOL
    3101 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 4,575
    COMMUNITY COORDINATED CHILD CARE
    600 SE 6TH STREET
    EVANSVILLE,IN47713
    N/A PUBLIC EARLY CHILDHOOD DEVELOPMENT 576,000
    DAVID TURNHAM EDUCATION CENTER
    PO BOX 432
    DALE,IN47523
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 6,575
    ENCOUNTERING HOPE MINISTRIES INC
    304 NORTH SECOND STREET
    BOONVILLE,IN47601
    N/A PUBLIC FAITH BASED 11,000
    EVANSVILLE AREA COMMUNITY OF CHURCH
    2001 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 22,500
    EVANSVILLE CHRISTIAN LIFE CENTER
    509 S KENTUCKY AVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 105,000
    GOOD NEWS JAIL & PRISON MINISTRY
    3500 N HARLAN AVENUE
    EVANSVILLE,IN47711
    N/A PUBLIC FAITH BASED 40,000
    WELBORN BAPTIST FOUNDATION
    21 SE 3RD STREET
    EVANSVILLE,IN47708
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 55,804
    HOLLY'S HOUSE INC
    PO BOX 4125
    EVANSVILLE,IN47724
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 15,000
    IMPACT CHRISTIAN HEALTH CENTER
    720 SE 8TH STREET
    EVANSVILLE,IN47713
    N/A PUBLIC COMMUNITY HEALTH STATUS 75,000
    MEDICAL EDUCATION RESEARCH PARTNERS
    8600 UNIVERSITY BOULEVARD
    EVANSVILLE,IN47712
    N/A PUBLIC COMMUNITY HEALTH STATUS 132,750
    LAMPION CENTER
    655 S HEBRON AVE
    EVANSVILLE,IN47714
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 127,500
    EVANSVILLE AREA COMMUNITY OF CHURCH
    2001 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 10,000
    CENTRAL UNITED METHODIST CHURCH
    300 MARY STREET
    EVANSVILLE,IN47710
    N/A PUBLIC FAITH BASED 10,000
    LODGE COMMUNITY SCHOOL
    2000 LODGE AVE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 4,575
    MEDIA MINISTRIES INC
    4630 BAYARD PARK DRIVE
    EVANSVILLE,IN47714
    N/A PUBLIC FAITH BASED 81,250
    MENTORS 4 KIDS INC
    610 N MCLEANSBORO ST PO
    BENTON,IL62812
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 8,000
    PERRY CENTRAL HIGH SCHOOL
    18677 OLD STATE ROAD 37
    LEOPOLD,IN47551
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 5,025
    POTTER'S WHEEL
    333 JEFFERSON AVE
    EVANSVILLE,IN47713
    N/A PUBLIC FAITH BASED 44,000
    ST BENEDICT CATHEDRAL SCHOOL
    1328 LINCOLN AVENUE
    EVANSVILLE,IN47714
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 5,650
    ST JOHN THE BAPTIST SCHOOL
    725 FRAME ROAD
    NEWBURGH,IN47630
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 5,918
    ST MARY'S FOUNDATION
    3700 WASHINGTON AVENUE
    EVANSVILLE,IN47750
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 70,000
    TELL CITY HIGH SCHOOL
    900 12TH STREET
    TELL CITY,IN47586
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 6,275
    TTT CHRISTIAN YOUTH MINISTRIES INC
    13000 US HWY 41 N
    EVANSVILLE,IN47725
    N/A PUBLIC FAITH BASED 18,750
    TULIP TREE HEALTH SERVICES
    123 N MCCREARY STREET
    FT BRANCH,IN47648
    N/A PUBLIC COMMUNITY HEALTH STATUS 57,500
    WOOD MEMORIAL HIGH SCHOOL
    934 SOUTH FRANKLIN ST
    OAKLAND CITY,IN47660
    N/A PUBLIC SCHOOL BASED HEALTH PROGRAM 7,700
    YMCA OF SOUTHWESTERN INDIANA
    222 NW SIXTH STREET
    EVANSVILLE,IN47708
    N/A PUBLIC COMMUNITY FITNESS 26,250
    YOUNG LIFE
    PO BOX 4375
    EVANSVILLE,IN47724
    N/A PUBLIC FAITH BASED 45,000
    YOUTH FIRST INC
    3220 E MORGAN AVE SUITE
    EVANSVILLE,IN47715
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 226,919
    YOUTH RESOURCES OF SOUTHWESTERN IND
    PO BOX 3635
    EVANSVILLE,IN477353635
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 14,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    118 VINE STREET
    EVANSVILLE,IN47708
    N/A PUBLIC HEALTHY ADOLESCENT DEVELOPMENT 222,500
    Total .................................bullet 3b 2,210,672
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 3,338,637  
    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 .............
        18 1,114,112 335,665
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aDISCONTINUED OPERATIONS     18 31,010  
    bCASH FROM REWARD POINTS     18 500  
    cSETTLEMENT ON CLASS ACTION     18 4,510  
    dSPRAGUE RESOURCES 211110 2,103      
    eNORTHERN TIER ENERGY 211110 956      
    12 Subtotal. Add columns (b), (d), and (e).. 3,059 4,488,769 335,665
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,827,493
    (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.)
    8 INCOME, FUNDS THE CHARITABLE PROGRAMS OF THE FOUNDATION.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    WELBORN BAPTIST FOUNDATION INC
     
    Employer identification number

    35-2056722
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    WELBORN BAPTIST FOUNDATION INC
     
    Employer identification number

    35-2056722
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    DEPT OF HEALTH AND HUMAN SERVICES  
    7700 WISCONSIN AVENUE
     
    BETHESDA, MD20814

    $1,399,988


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    WELBORN BAPTIST FOUNDATION INC
     
    Employer identification number

    35-2056722
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    WELBORN BAPTIST FOUNDATION INC
     
    Employer identification number

    35-2056722
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL AUDIT 14,034     14,034
    JOURNAL ENTRY REVIEW 1,925     3,219
    TAX RETURN 5,000      

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

    TY 2014 DepreciationSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ASPIRE DIGITAL PHONE SYSTEM 2008-07-30 8,580 6,435 S/L 7.0000 2,145      
    124I TELEPHONE SYSTEM 2004-04-25 3,967 3,967 S/L 7.0000        
    VANGUARD VOICE MAIL SYSTEM 2004-04-25 1,641 1,641 S/L 7.0000        
    ASPIRE HYBRID TELEPHONE (484 & 485) 2014-05-16 10,301   S/L 6.0000 1,288      
    DOUBLE TAKE SOFTWARE (3 COPIES) 2008-01-17 8,770 8,770 S/L 3.0000        
    COPY MACHINE 2004-04-25 4,436 4,436 S/L 7.0000        
    IPAQ POCKET PC (4 EACH) 2006-03-13 1,582 1,582 S/L 3.0000        
    FAX MACHINE MURATEC F-114 (436) 2009-03-18 599 549 S/L 5.0000 50      
    MS OFFICE XP PRO 2004-04-25 514 514 S/L 5.0000        
    CISCO ASA FIREWALL (366) 2008-07-29 2,323 2,323 S/L 5.0000        
    DELL POWEREDGE WEB SERVER (366) 2008-07-29 3,327 3,327 S/L 5.0000        
    10X DVD ROM FOR DESKPRO (131) 2004-04-25 33 33 S/L 5.0000        
    ARMADA DOCKING STATION (129) 2004-04-25 127 127 S/L 5.0000        
    CORDLESS WHEEL MOUSE (4 EA) (159-162) 2004-04-25 25 25 S/L 5.0000        
    DELL 19" FLAT PANEL MONITOR (324) 2004-04-25 696 696 S/L 5.0000        
    DELL DIMENSION 4600 PC (321) 2004-04-25 1,018 1,018 S/L 5.0000        
    ETHERNET CARDS (128 & 143) 2004-04-25 27 27 S/L 5.0000        
    PC KEYBOARDS (156-158, 289,298,308) 2004-04-25 44 44 S/L 5.0000        
    CORDLESS MOUSE (3 EA) (288,297,307) 2004-04-25 55 55 S/L 5.0000        
    LASERJET 1100 & 1200 PRINTERS (3EA) 2004-04-25 589 589 S/L 5.0000        
    SPEAKERS SOUND CARDS (135,152-155,293,299,309 2004-04-25 220 220 S/L 5.0000        
    KEY BOARD TRAY (58) 2004-04-25 42 42 S/L 5.0000        
    DESKTOP (3 EA) NOTEBOOK (2 EA) (339-343) 2006-03-23 8,388 8,388 S/L 3.0000        
    DELL FLAT PANEL MONITOR (355) 2007-10-16 399 399 S/L 3.0000        
    DELL LATITUDE LAPTOP (2 EA) (352 & 356) 2007-10-16 2,744 2,744 S/L 3.0000        
    DELL LATITUDE LAPTOP (2 EA) (362 & 363) 2008-05-15 2,744 2,744 S/L 3.0000        
    DELL LATITUDE LAPTOP (1 EA) (417) 2008-11-21 2,097 2,097 S/L 3.0000        
    DELL VOSTOR 410 DESKTOP (2 EA) (433 & 434) 2009-02-20 2,816 2,816 S/L 3.0000        
    KYOCERA COLOR PRINTER FS-C5025N (437) 2009-07-28 1,599 1,599 S/L 3.0000        
    DELL LATITUDE E6500 (2 EA) (442 & 443) 2010-04-23 2,396 2,396 S/L 3.0000        
    DELL LATITUDE E6510 (1 EA) (445) 2010-06-14 1,415 1,415 S/L 3.0000        
    DELL PRECISION T1500 (449) 2011-01-17 1,522 1,522 S/L 3.0000        
    DELL LATITUDE E4310 (2 EA) (451 & 452) 2011-02-14 3,634 3,534 S/L 3.0000 100      
    PRECISION T3600 DESKTOP (467) 2012-11-19 1,440 560 S/L 3.0000 480      
    LATITUDE E6430 LAPTOP (468) 2012-11-19 1,642 639 S/L 3.0000 547      
    DELL LATITUDE E6420 (454) 2011-12-19 1,249 868 S/L 3.0000 381      
    DELL PRECISION T3600 (472) 2013-09-23 1,196 133 S/L 3.0000 399      
    DELL WIDE SCREEN MONITOR (473) 2013-09-23 176 20 S/L 3.0000 58      
    DELL WIDE SCREEN MONITOR (474) 2013-09-23 176 20 S/L 3.0000 58      
    PC - SPEAKERS (475) 2013-09-23 60 7 S/L 3.0000 20      
    DELL PRECISION T3600 (476) 2013-09-23 1,196 133 S/L 3.0000 399      
    DELL WIDE SCREEN MONITOR (477) 2013-09-23 176 20 S/L 3.0000 58      
    DELL WIDE SCREEN MONITOR (478) 2013-09-23 176 20 S/L 3.0000 58      
    PC SPEAKERS (479) 2013-09-29 60 7 S/L 3.0000 20      
    DELL LATITUDE E6540 (486) 2014-05-16 1,634   S/L 3.0000 363      
    DELL LATITUDE E6540 (487) 2014-05-16 1,634   S/L 3.0000 363      
    CART, 10/20GB DLT CLEANING (107) 2004-04-25 8 8 S/L 5.0000        
    CONTROLLER, SMART ARRAY (102) 2004-04-25 360 360 S/L 5.0000        
    CART 35/70 DLT (105) 2004-04-25 109 109 S/L 5.0000        
    MEMORY, 256MB SDRAM (97) 2004-04-25 347 347 S/L 5.0000        
    BARRACUDA SPAM FIREWALL 300 (349) 2007-06-26 2,055 2,055 S/L 5.0000        
    DLT CLEANING CART 10/20GB (106) 2004-04-25 8 8 S/L 5.0000        
    CONTROLLER, SMART ARRAY 3200 (103) 2004-04-25 360 360 S/L 5.0000        
    DLT CART 35/70GB PACK 7 (104) 2004-04-25 109 109 S/L 5.0000        
    20/40GB INTERNAL DLT DRIVE (124) 2004-04-25 441 441 S/L 5.0000        
    20/40GB INTERNAL DLT SCSI 5.25 FH DRIVE (125) 2004-04-25 441 441 S/L 5.0000        
    9.1GB PLUGGABLE WIDE ULTRA 2 (6 EA) (172-177) 2004-04-25 638 638 S/L 5.0000        
    BACKUP EXEC AGENT FOR MS EXCHANGE (168) 2004-04-25 77 77 S/L 5.0000        
    BACKUP EXEC AGENT FOR OPEN FILE OPTION (169) 2004-04-25 77 77 S/L 5.0000        
    BACKUP EXEC NT V7.3 MULTI SERVER (167) 2004-04-25 154 154 S/L 5.0000        
    CABLE, 6 FT UNIV KYBD MOUSE (2 EA) (116 & 117 2004-04-25 11 11 S/L 5.0000        
    INTO SYSTEMS ISTALLATION & SET UP (184) 2004-04-25 77 77 S/L 5.0000        
    ROUTER - FAST ENET 10/100MBS (184) 2004-04-25 29 29 S/L 5.0000        
    CISCO CATALYST 2950 10/100 PORT SWITCH (333) 2005-04-11 677 677 S/L 5.0000        
    CISCO SMARTNET 8X5-NBD MAINT CAT (334) 2005-04-11 75 75 S/L 5.0000        
    HP 1GB PC2700 DDR SDRAM 1X1GB (327) 2005-04-11 499 499 S/L 5.0000        
    HP 36GB 15K U320 PLUGGABLE HD (328) 2005-04-11 951 951 S/L 5.0000        
    HP PROLIANT ML350 G XEON (325) 2005-04-11 2,232 2,232 S/L 5.0000        
    HP REDUNDANT POWER SUPPLY 700W (329) 2005-04-11 239 239 S/L 5.0000        
    SONY 35-90GB AITI 1 SCSI TAPE DRIVE (330) 2005-04-11 749 749 S/L 5.0000        
    VERITAS BACKUP EXEC WIN FOR SB SVRS (331) 2005-04-11 535 535 S/L 5.0000        
    VERITAS BACKUP EXEC WIN SB SVR REM (332) 2005-04-11 199 199 S/L 5.0000        
    SONY RECORDING MEDIA 10 PK (337) 2005-06-01 501 501 S/L 5.0000        
    TAPE BACKUP CLEANING CARTRIDGE (338) 2005-06-01 35 35 S/L 5.0000        
    HP ML 110 G4 DISATER RECOVERY SERVER (358) 2007-12-26 1,278 1,278 S/L 3.0000        
    PROLIANT DL 360 G5 SERVER (369) 2008-09-11 2,966 2,966 S/L 3.0000        
    3 HP 300GB U320 SCSI DRIVES FOR SVRS (431) 2009-02-10 2,503 2,503 S/L 3.0000        
    HP ULTRIUM 920 TAPE DRIVE (432) 2009-02-10 2,233 2,233 S/L 3.0000        
    WIRELESS OFFICE EQUIPMENT (440) 2010-03-18 3,095 3,095 S/L 3.0000        
    WIRELESS OFFICE - CABLE INSTALLATION (441) 2010-04-07 896 896 S/L 3.0000        
    UPS SMART X 3000VA (456) 2012-01-16 1,296 518 S/L 5.0000 260      
    USP SMART EXTERNAL BATTERY PACK (457) 2012-01-11 635 254 S/L 5.0000 127      
    SERVER RACK, NETSHELTER SX42U (458) 2012-01-11 2,038 815 S/L 5.0000 408      
    SERVER RACK MOUNT CONSOLE W/17" LCD (459) 2012-01-11 840 336 S/L 5.0000 168      
    KVM SWITCH 8 PORT MULTI-PLATFORM ANALOG (460) 2012-01-11 707 283 S/L 5.0000 141      
    POWER EDGE R710 SERVER (461) 2012-02-05 9,282 3,558 S/L 5.0000 1,857      
    PROPHIX SERVER DELL POWER EDGE R620 (470) 2013-06-14 6,534 762 S/L 5.0000 1,307      
    PROPHIX SERVER SETUP & MOUNT (471) 2013-07-14 1,142 114 S/L 5.0000 229      
    BIN, OVERHEAD STOREAGE (80) 2004-04-25 95 95 S/L 10.0000        
    TABLE - BOAT TOP (197) 2004-04-25 1,161 1,161 S/L 10.0000        
    CABINET - BOARD ROOM (24) 2004-04-25 1,878 1,878 S/L 10.0000        
    CABINET - BOARD ROOM (25) 2004-04-25 828 828 S/L 10.0000        
    CABINET - BOARD ROOM (26) 2004-04-25 828 828 S/L 10.0000        
    CABINET - BOARD ROOM (27) 2004-04-25 59 59 S/L 10.0000        
    CABINET - BOARD ROOM (28) 2004-04-25 197 197 S/L 10.0000        
    CABINET, SLIDING DOOR, (73) 2004-04-25 126 126 S/L 10.0000        
    CABINET, SLIDING DOOR (74) 2004-04-25 126 126 S/L 10.0000        
    CABINET, SLIDING DOOR (75) 2004-04-25 126 126 S/L 10.0000        
    CABINET, SLIDING DOOR (76) 2004-04-25 126 126 S/L 10.0000        
    CABINET, SLIDING DOOR (77) 2004-04-25 126 126 S/L 10.0000        
    CABINET, SLIDING DOOR (78) 2004-04-25 126 126 S/L 10.0000        
    CABINET, SLIDING DOOR, (79) 2004-04-25 127 127 S/L 10.0000        
    CABINET, SLIDE DOOR (62) 2004-04-25 145 145 S/L 10.0000        
    CABINET, SLIDE DOOR (63) 2004-04-25 145 145 S/L 10.0000        
    CHAIR (21) 2004-04-25 368 368 S/L 10.0000        
    CHAIR, GUEST ESSENCE PAPYRUS (238) 2004-04-25 302 302 S/L 10.0000        
    CHAIR - GUEST ESSENCE PAPYRUS (239) 2004-04-25 302 302 S/L 10.0000        
    CHAIR - GUEST- ESSENCE PAPYRUS (240) 2004-04-25 302 302 S/L 10.0000        
    CHAIR - GUEST-SOCKHOP BUNNY HOP (221) 2004-04-25 187 187 S/L 10.0000        
    CHAIR - GUEST-SOCK HOP BUNNY HOP (223) 2004-04-25 187 187 S/L 10.0000        
    CHAIR - GUEST-SOCK HOP BUNNY HOP (224) 2004-04-25 187 187 S/L 10.0000        
    CHAIR - GUEST-SOCK HOP BUNNY HOP (226) 2004-04-25 187 187 S/L 10.0000        
    CHAIR - GUEST-SOCK HOP BUNNY HOP (227) 2004-04-25 187 187 S/L 10.0000        
    CHAIR - GUEST-SWEET DECADENCE (218) 2004-04-25 217 217 S/L 10.0000        
    CHAIR - GUEST-SWEET DECADENCE (219) 2004-04-25 217 217 S/L 10.0000        
    CHAIR - GUEST-SWEET DECDENCE (220) 2004-04-25 217 217 S/L 10.0000        
    CHAIR - LOW BACK UPH ARMS (222) 2004-04-25 209 209 S/L 10.0000        
    CHAIR - LOW BACK UPH ARMS (225) 2004-04-25 209 209 S/L 10.0000        
    CHAIR - MID BACK ENCL ARMS SWIVE (228) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (237) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (229) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (230) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (231) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (232) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (233) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (234) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (235) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - MID BACK ENCL ARM SWIVEL (236) 2004-04-25 387 387 S/L 10.0000        
    CHAIR - DESK (57) 2004-04-25 385 385 S/L 10.0000        
    CHAIR - DEXK (48) 2004-04-25 544 544 S/L 10.0000        
    CHAIR RALLY MIDBACK DESK (87) 2004-04-25 192 192 S/L 10.0000        
    CHAIR, RALLY MIDBACK DEXK (88) 2004-04-25 192 192 S/L 10.0000        
    CHAIR, RALLY MIDBACK DESK (89) 2004-04-25 192 192 S/L 10.0000        
    CHAIR, RALLY MIDBACK DESK (90) 2004-04-25 192 192 S/L 10.0000        
    CHAIR, RALLY MIDBACK DESK (91) 2004-04-25 192 192 S/L 10.0000        
    CHAIR, RALLY MIDBACK DESK (92) 2004-04-25 192 192 S/L 10.0000        
    CHAIR, XTREME MANAGEMENT (318) 2004-04-25 935 935 S/L 10.0000        
    CHANNELS - WALL (81) 2004-04-25 15 15 S/L 10.0000        
    CREDENZA, LEFT PEDESTAL (206) 2004-04-25 588 588 S/L 10.0000        
    CREDENZA, LEFT PEDESTAL (215) 2004-04-25 423 423 S/L 10.0000        
    CREDENZA STOREAGE (243) 2004-04-25 636 636 S/L 10.0000        
    DESK, INSTALLATION & SET-UP (276) 2004-04-25 2,015 2,015 S/L 10.0000        
    DESK, BRIDGE EXECUTIVE (264) 2004-04-25 138 138 S/L 10.0000        
    DESK, BRIDGE, EXECUTIVE (251) 2004-04-25 138 138 S/L 10.0000        
    DESK, BRIDGE EXECUTIVE (258) 2004-04-25 138 138 S/L 10.0000        
    DESK, CENTER DRAWER (273) 2004-04-25 48 48 S/L 10.0000        
    DESK, CENTER DRAWER (245) 2004-04-25 48 48 S/L 10.0000        
    DESK, CENTER DRAWER (254) 2004-04-25 48 48 S/L 10.0000        
    DESK, CENTER DRAWER (260) 2004-04-25 48 48 S/L 10.0000        
    DESK, CENTER DRAWER (266) 2004-04-25 48 48 S/L 10.0000        
    DESK, CREDENZA KNEESPACE (269) 2004-04-25 563 563 S/L 10.0000        
    DESK, CREDENZA RIGHT PEDESTAL (257) 2004-04-25 588 588 S/L 10.0000        
    DESK, DOUBLE PEDESTAL (272) 2004-04-25 655 655 S/L 10.0000        
    DESK ORGANIZER (271) 2004-04-25 435 435 S/L 10.0000        
    DESK, ORGANIZER (263) 2004-04-25 435 435 S/L 10.0000        
    DESK, KEYBOARD TRAY (256) 2004-04-25 75 75 S/L 10.0000        
    DESK, KEYBOARD TRAY (275) 2004-04-25 75 75 S/L 10.0000        
    DESK, KEYBOARD TRAY (249) 2004-04-25 75 75 S/L 10.0000        
    DESK, KEYBOARD TRAY (262) 2004-04-25 75 75 S/L 10.0000        
    DESK, KEYBOARD TRAY (268) 2004-04-25 75 75 S/L 10.0000        
    DESK, LATERAL 2 DRAWER FILE (270) 2004-04-25 351 351 S/L 10.0000        
    DESK, LATERAL 2 DRAWER FILE (244) 2004-04-25 351 351 S/L 10.0000        
    DESK, 2 DRAWER LATERAL FILE (250) 2004-04-25 351 351 S/L 10.0000        
    DESK, LEFT PEDESTAL (241) 2004-04-25 579 579 S/L 10.0000        
    DESK, LEFT PEDESTAL (259) 2004-04-25 535 535 S/L 10.0000        
    DESK, RIGHT RETURN (242) 2004-04-25 415 415 S/L 10.0000        
    DESK, RIGHT PEDESTAL (265) 2004-04-25 535 535 S/L 10.0000        
    DESK STORAGE OVERHEAD (278) 2004-04-25 313 313 S/L 10.0000        
    DESK OVERHEAD STORAGE (279) 2004-04-25 313 313 S/L 10.0000        
    DESK, OVERHEAD STORAGE (280) 2004-04-25 313 313 S/L 10.0000        
    DESK SUPPY TRAY (267) 2004-04-25 5 5 S/L 10.0000        
    DESK, SUPPLY TRAY (274)) 2004-04-25 5 5 S/L 10.0000        
    DESK, SUPPLY TRAY (261) 2004-04-25 5 5 S/L 10.0000        
    DESK, SUPPLY TRAY (255) 2004-04-25 5 5 S/L 10.0000        
    DESK, SUPPLY TRAY (246) 2004-04-25 5 5 S/L 10.0000        
    DESK, SUPPLY TRAY (247) 2004-04-25 5 5 S/L 10.0000        
    DESK, SUPPLY TRAY (248) 2004-04-25 5 5 S/L 10.0000        
    DESK, FULL CYLINDER BASE (253) 2004-04-25 59 59 S/L 10.0000        
    DESK, U SHAPE (252) 2004-04-25 563 563 S/L 10.0000        
    DESK WALL MOUNT (282) 2004-04-25 17 17 S/L 10.0000        
    DESK, WALL MOUNT (281) 2004-04-25 17 17 S/L 10.0000        
    FILE, LATERAL (60) 2004-04-25 457 457 S/L 10.0000        
    FILE, LATERAL (61) 2004-04-25 457 457 S/L 10.0000        
    FILE VERTICAL 5 DRAWER (64) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (65) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (66) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (67) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (68) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (69) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (70) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (71) 2004-04-25 211 211 S/L 10.0000        
    FILE, VERTICAL 5 DRAWER (72) 2004-04-25 211 211 S/L 10.0000        
    CHAIR, HI BACK LEATHER MOSS (216) 2004-04-25 594 594 S/L 10.0000        
    LIGHT, SHELF (83) 2004-04-25 58 58 S/L 10.0000        
    MAT, ULTRA CHAIR (85) 2004-04-25 77 77 S/L 10.0000        
    MAT ULTRA CHAIR (93) 2004-04-25 95 95 S/L 10.0000        
    MAT, ULTRA CHAIR (84) 2004-04-25 93 93 S/L 10.0000        
    MAT, ULTRA CHAIR (86) 2004-04-25 95 95 S/L 10.0000        
    MAT, ULTRA CHAIR (94) 2004-04-25 117 117 S/L 10.0000        
    PANEL BASE (198) 2004-04-25 108 108 S/L 10.0000        
    PANEL BASE (199) 2004-04-25 108 108 S/L 10.0000        
    PANEL BASE (200) 2004-04-25 108 108 S/L 10.0000        
    DESK PEDESTAL FRESTANDING (213) 2004-04-25 314 314 S/L 10.0000        
    PLANT STAND (33) 2004-04-25 124 124 S/L 10.0000        
    SHELF STORAGE (207) 2004-04-25 460 460 S/L 10.0000        
    SHELF STORAGE (208) 2004-04-25 460 460 S/L 10.0000        
    SOFA (20) 2004-04-25 1,064 1,064 S/L 10.0000        
    STORAGE OVERHEAD (209) 2004-04-25 239 239 S/L 10.0000        
    STORAGE OVERHEAD (201) 2004-04-25 253 253 S/L 10.0000        
    STORAGE OVERHEAD (202) 2004-04-25 239 239 S/L 10.0000        
    STORAGE OVERHEAD (210) 2004-04-25 253 253 S/L 10.0000        
    STORAGE OVERHEAD (211) 2004-04-25 239 239 S/L 10.0000        
    STORAGE OVERHEAD (203) 2004-04-25 253 253 S/L 10.0000        
    TABLE - BOARD ROOM (31) 2004-04-25 1,005 1,005 S/L 10.0000        
    TABLE, HALL (23) 2004-04-25 562 562 S/L 10.0000        
    TABLE - LIBRARY (59) 2004-04-25 413 413 S/L 10.0000        
    TABLE (29) 2004-04-25 118 118 S/L 10.0000        
    TABLE (30) 2004-04-25 88 88 S/L 10.0000        
    TABLE (32) 2004-04-25 396 396 S/L 10.0000        
    TABLE (39) 2004-04-25 343 343 S/L 10.0000        
    TABLE KITCHE W/4 CHAIRS (52) 2004-04-25 217 217 S/L 10.0000        
    TACKBOARD (82) 2004-04-25 36 36 S/L 10.0000        
    TV CABINET (214) 2004-04-25 552 552 S/L 10.0000        
    WALL MOUNT EXTRUSION (204) 2004-04-25 13 13 S/L 10.0000        
    WALL MOUNT EXTRUSION (205) 2004-04-25 13 13 S/L 10.0000        
    WALL MOUNT EXTRUSION (212) 2004-04-25 13 13 S/L 10.0000        
    WALL MOUNT EXTRUSION (217) 2004-04-25 13 13 S/L 10.0000        
    WORKSTATION (277) 2004-04-25 3,181 3,181 S/L 10.0000        
    WORKSTATION (312) 2004-04-25 3,592 3,592 S/L 10.0000        
    WORKSTATION (311) 2004-04-25 3,592 3,592 S/L 10.0000        
    METAL BOOKCASE (371) 2008-10-20 305 161 S/L 10.0000 30      
    METAL BOOKCASE (372) 2008-10-20 305 161 S/L 10.0000 30      
    METAL BOOKCASE (373) 2008-10-20 305 161 S/L 10.0000 30      
    METAL BOOKCASE (374) 2008-10-20 305 161 S/L 10.0000 30      
    METAL BOOKCASE (375) 2008-10-20 305 161 S/L 10.0000 30      
    CHAIR, DESK AERON (376) 2008-10-20 866 455 S/L 10.0000 87      
    CHAIR, DESK AERON (377) 2008-10-20 866 455 S/L 10.0000 87      
    CHAIR, DESK AMBI (378) 2008-10-20 593 312 S/L 10.0000 59      
    WALLMOUNT ORGANIZER 2 EA (394) 2008-11-10 1,304 673 S/L 10.0000 131      
    FILE, 2 DRAWER LATERAL (397) 2008-11-10 627 324 S/L 10.0000 62      
    FILE, 2 DRAWER LATERAL (398) 2008-11-10 627 324 S/L 10.0000 62      
    FILE, LATERAL 2 DRAWER (399) 2008-11-10 627 324 S/L 10.0000 62      
    FILE MODULAR LATERAL PEDESTAL (385) 2008-11-10 901 466 S/L 10.0000 90      
    FILE, MODULAR LATERAL FILE (393) 2008-11-10 1,029 532 S/L 10.0000 103      
    TASK LIGHT UNDER WALLMOUNT (392) 2008-11-10 179 92 S/L 10.0000 18      
    BOOKCASE ORGANIZER (400) 2008-11-10 428 221 S/L 10.0000 42      
    BOOKCASE ORGANIZER (401) 2008-11-10 428 221 S/L 10.0000 42      
    BOOKCASE ORGANIZER (402) 2008-11-10 428 221 S/L 10.0000 42      
    CHAIR, GUEST COMO (403) 2008-11-10 403 208 S/L 10.0000 41      
    CHAIR, GUEST COMO (404) 2008-11-10 403 208 S/L 10.0000 41      
    CHAIR, GUEST COMO (405) 2008-11-10 403 208 S/L 10.0000 41      
    CHAIR, GUEST COMO (406) 2008-11-10 403 208 S/L 10.0000 41      
    CHARI, GUEST COMO (407) 2008-11-10 403 208 S/L 10.0000 41      
    CHAIR, GUEST COMO (408) 2008-10-11 403 208 S/L 10.0000 41      
    CONSOL TABLE PALMER (384) 2008-11-10 445 230 S/L 10.0000 45      
    DESK IMPUSE COLLECTION (415) 2008-11-10 2,210 1,142 S/L 10.0000 221      
    DETAILS WORKSTATION TREADMILL (412) 2008-11-10 4,800 2,480 S/L 10.0000 480      
    FABRICK TACKBOARD (390) 2008-11-10 104 54 S/L 10.0000 10      
    FABRICK TACKBOARD (395) 2008-11-10 231 120 S/L 10.0000 23      
    FABRICK TACKBOARD (391) 2008-11-10 119 61 S/L 10.0000 12      
    IMPUSE COLLECTION U UNIT LEFT (409) 2008-11-10 4,715 2,436 S/L 10.0000 471      
    IMPULSE COLLECTION U RIGHT (410) 2008-11-10 4,715 2,436 S/L 10.0000 471      
    MODULAR CABINET BACK (387) 2008-11-10 256 133 S/L 10.0000 25      
    MODULAR CABINET TOP (386) 2008-11-10 336 174 S/L 10.0000 33      
    OVAL MIROR (413) 2008-11-10 79 41 S/L 10.0000 8      
    TASK LIGHT UNDER WALLMOUNT (396) 2008-11-10 179 92 S/L 10.0000 18      
    WALLMOUNT ORGANIZER (388) 2008-11-10 351 182 S/L 10.0000 35      
    WALLMOUNT ORGANIZER (389) 2008-11-10 667 344 S/L 10.0000 67      
    WOOD VENEER CONFERENCE TABLE (411) 2008-11-10 800 414 S/L 10.0000 80      
    CHAIR, STEELCASE LEAP (416) 2008-11-21 1,068 552 S/L 10.0000 107      
    CHAIR BLUEBERRY LEATHER 2 EA (420) 2008-11-24 1,232 637 S/L 10.0000 123      
    CHAIR, BLUEBERRY LEATHER 4 EA (419) 2008-11-24 2,024 1,046 S/L 10.0000 202      
    CHAIR, MEDALIST MIDBACK 4 EA (423) 2008-11-24 3,886 2,008 S/L 10.0000 388      
    CHAIR, BLUEBERRY BACK (418) 2008-11-24 609 315 S/L 10.0000 61      
    TABLE, ROUND (422) 2008-11-24 876 453 S/L 10.0000 87      
    TABLE, END 2 EA (421) 2008-11-24 808 417 S/L 10.0000 81      
    CHAIR, BOARD ROOM 22 EA (426) 2008-12-17 15,396 7,826 S/L 10.0000 1,540      
    TABLES, BOARD RM 48"X24" 2 EA (425) 2008-12-17 691 351 S/L 10.0000 69      
    TABLES BOARD RM 72"X24" 8 EA (424) 2008-12-17 3,610 1,835 S/L 10.0000 361      
    PRESENTATION BOARD (429) 2009-01-27 1,544 1,103 S/L 7.0000 221      
    CHAIR, SIDE BOARD ROOM 10 EA (450) 2010-12-27 4,599 1,292 S/L 10.0000 443      
    CHAIR, CONF RM 10 EA (450) 2011-03-08 8,694 2,463 S/L 10.0000 870      
    FIRE FILE 2 DRAWER (455) 2012-01-02 785 157 S/L 10.0000 78      
    DESK (469) 2012-11-19 594 59 S/L 10.0000 60      
    DESK (469) 2013-01-14 594 59 S/L 10.0000 60      
    BOARD TABLE 48"X24" (480) 2013-09-29 426 4 S/L 10.0000 42      
    BOARD CHAIR MID BACK 2 EA (481) 2013-09-29 2,297 19 S/L 10.0000 230      
    BOARD SIDE CHAIR 2 EA (482) 2013-09-29 1,242 10 S/L 10.0000 125      
    TREADMILL DESK (483) 2014-03-17 4,584   S/L 5.0000 764      
    CARPETING (2-5) 2004-04-25 9,103 9,103 S/L 10.0000        
    FURNISHINGS (22, 34-37) 2004-04-25 673 673 S/L 10.0000        
    TABLE (38) 2004-04-25 591 591 S/L 10.0000        
    WALLPAPER (7-15) 2004-04-25 4,054 4,054 S/L 10.0000        
    CORNACE BOXES 2008-11-10 949 490 S/L 10.0000 95      
    PLAQUE W/LOGO & NAME (428) 2009-01-27 1,811 905 S/L 10.0000 181      
    CHRISTMAS DECORATIONS (447) 2010-12-07 2,274 2,274 S/L 3.0000        
    LEASEHOLD IMPROVEMENTS (95) 2004-04-25 53,267 47,168 S/L 15.0000 4,879      
    LEASEHOLD IMPROVEMENTS (368 & 370) 2008-12-31 202,815 65,352 S/L 15.0000 13,521      
    LEASEHOLD IMPROVEMENTS (435) 2009-02-20 27,209 8,767 S/L 15.0000 1,814      
    LEASEHOLD IMPROVEMENTS (464) 2012-02-26 2,890 334 S/L 15.0000 196      
    CEILING MOUNTED PROJECTOR (462) 2012-02-12 17,255 6,614 S/L 5.0000 3,451      
    MOBILE PROJECTOR (465) 2012-03-15 1,510 554 S/L 5.0000 302      
    ADOBE SOFTWARE (320) 2004-04-25 486 486 S/L 3.0000        
    GIFTS CUSTOMIZER SOFTWARE (317) 2004-04-25 667 667 S/L 3.0000        
    GRANT APPLICATION SOFTWARE (427) 2009-01-09 4,666 4,666 S/L 3.0000        
    INTACT SOFTWARE (430) 2009-01-27 5,144 5,144 S/L 3.0000        
    GIFTS ADD-ON SOFTWARE (438) 2009-12-31 1,065 1,065 S/L 3.0000        
    ADOBE 2010 CS4 (439) 2010-03-18 547 547 S/L 3.0000        
    PROPHIX SOFTWARE (466) 2012-04-30 31,887 18,392 S/L 3.0000 10,795      
    PAINTING - OIL (18) 2004-04-25 372 372 S/L 10.0000        
    DRAPERIES (17) 2004-04-25 1,095 1,095 S/L 7.0000        
    TELEVISIONS & VCRS (383-386) 2004-04-25 348 348 S/L 5.0000        
    FAX MACHINE (50-51) 2004-04-25 17 17 S/L 5.0000        
    TYPEWRITER (55-56) 2004-04-25 96 96 S/L 5.0000        
    KONICA/MINOLTA (364) 2008-06-11 11,289 9,004 S/L 7.0000 1,613      
    DISHWASHER (46) 2004-04-25 70 70 S/L 5.0000        
    MICROWAVE (47) 2004-04-25 30 30 S/L 5.0000        
    REFRIGERATOR (44) 2004-04-25 72 72 S/L 5.0000        
    VENTED HOOD (383) 2008-10-29 107 107 S/L 5.0000        
    REFRIGERATOR (380) 2008-10-29 817 817 S/L 5.0000        
    DISHWASHER (381) 2008-10-29 417 417 S/L 5.0000        
    MICROWAVE (382) 2008-10-29 178 178 S/L 5.0000        
    RANGE (379) 2008-10-29 707 707 S/L 5.0000        
    ICE MAKER (463) 2012-02-20 2,100 805 S/L 5.0000 420      

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

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    DOUBLE TAKE SOFTWARE (3 COPIES) 2008-01 PURCHASE 2014-05     8,770       8,770
    ASPIRE DIGITAL PHONE SYSTEM 2008-07 PURCHASE 2014-05     8,580       8,580
    124I TELEPHONE SYSTEM 2004-04 PURCHASE 2014-04     3,967       3,967
    COPY MACHINE 2004-04 PURCHASE 2014-05     4,436       4,436
    IPAQ POCKET PC (4 EACH) 2006-03 PURCHASE 2014-05     1,582       1,582
    MS OFFICE XP PRO 2004-04 PURCHASE 2014-05     514       514

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN INDEPENDENCE US INFLAT 5,307,938 5,162,837
    LAUDUS MONDR INTL FXD INC    
    METROPOLITAN WEST TOTAL RETURN FUND 4,753,330 4,763,248
    PIMCO FOREIGN BOND FUND 6,589,419 6,853,547
    PIMCO HIGH YIELD FUND 4,902,651 4,647,233
    WELLS FARGO ADVANTAGE FUNDS 5,960,262 5,854,170

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DFA EMERGING MARKETS VALUE 95 12,913,083 11,440,193
    MFS INST INTL EQUITY FUND 7,251,025 9,031,521
    PIMCO COMMODITY REAL RETURN STRAT 13,309,524 9,285,395
    TEMPLETON INSTL FOREIGN EQUITY 8,848,582 8,700,519
    VANGUARD INSTL INDEX FUND 10,619,786 19,279,798
    VANGUARD SMALL-CAP GROWTH INDEX 2,059,517 3,003,954
    VANGUARD SMALL-CAP VALUE INDEX 2,389,068 3,211,340
    VANGUARD REITS INDEX 11,334,015 14,212,969
    GASLOG LTD 40,620 59,910
    EXTERRAN HLDGS INC 61,263 69,591
    KINDER MORGAN MANAGEMENT LLC    
    WILLIAMS COS INC 272,592 260,292
    ONEOK INC 139,316 124,176
    SEADRILL PARTNERS LLC    
    TEEKAY LNG PARTNERS LPP 147,816 150,199
    TEEKAY OFFSHORE PARTNERS LP 91,675 78,146
    ACCESS MIDSTREAM PARTNERS LP 164,366 184,714
    AMERICAN MIDSTREAM PARTNERS LP 19,002 19,533
    AMERIGAS PARTNERS LP 34,082 36,036
    ANTERO MIDSTREAM PARTNERS LP 57,113 59,208
    BOARDWALK PIPELINE PARTNERS LP 42,811 46,451
    BUCKEYE PARTNERS LP 425,496 425,588
    CALUMET SPECIALTY PRODS PARTNERS LP 4,298 3,765
    CRESTWOOD MIDSTREAM PARTNERS 439 440
    CONE MIDSTREAM PARTNERS LP 20,174 22,118
    CROSSAMERICA PARTNERS LP 106,167 133,239
    CROSSTEX ENERGY LP    
    DCP MIDSTREAM PARTNERS 15,238 16,219
    DELEK LOGISTICS PARTNERS LP 786 887
    DOMINION MIDSTREAM PARTNERS LP 17,987 30,302
    EQT MIDSTREAM PARTNERS LP 107,253 116,512
    EL PASO PIPELINE PARTNERS LP    
    ENABLE MIDSTREAM PARTNERS 13,680 13,263
    ENBRIDGE ENERGY PARTNERS LP 134,133 165,306
    ENERGY TRANFER PARTNERS LP 583,470 772,655
    ENERGY TRANFER EQUITY LP 410,555 827,305
    ENLINK MIDSTREAM PARTNERS 108,751 146,887
    ENTERPRISE PRODS PARTNERS LP 1,035,199 1,260,877
    EV ENERGY PARTNERS LP 29,603 16,495
    EXTERRAN PARTNERS LP 124,007 97,420
    GASLOG PARTNERS LP 13,235 14,538
    GENESIS ENERGY LP 139,489 120,515
    HOLLY ENERGY PARTNERS LP 58,705 49,232
    MACQUARIE INFRASTRUCTURE CO. 118,707 129,597
    MAGELLAN MIDSTREAM PARTNERS LP 449,018 648,964
    MARKWEST ENERGY PARTNERS LP 331,022 332,187
    MEMORIAL PRODTN PARTNERS LP    
    MPLX LP 94,387 114,791
    NGL ENERGY PARTNERS LP 64,824 58,695
    NORTHERN TIER ENERGY LP 25,537 23,136
    NUSTAR ENERGY LP 120,705 131,381
    OILTANKING PARTNERS LP 104,984 164,381
    ONOK PARTNERS LP 21,028 20,409
    PBF LOGISTICS LP 33,125 27,456
    PHILLIPS 66 COM 88,467 85,825
    PHILLIPS 66 PARTNERS LP 34,187 36,464
    PLAINS ALL AMERN PIPELINE LP 608,816 565,752
    PLAINS GP HLDGS LP 237,315 249,070
    QEP MIDSTREAM PARTNERS LP 78,444 60,746
    REGENCY ENERGY PARTNERS LP 8,699 8,568
    RICE MIDSTREAM PARTNERS LP 83,097 84,269
    ROSE ROCK MIDSTREAM LP 47,109 55,040
    SEMGROUP CORP CIA 78,251 76,050
    SHELL MIDSTREAM PARTNERS LP 248,603 330,094
    SPECTRA ENERGY PARTNERS LP 2,103 2,336
    SPRAGUE RES LP 11,643 11,889
    SUBURBAN PROPANE PARTNERS 2,357 2,248
    SUMMIT MIDSTREAM PARTNERS LP 73,102 82,536
    SUNOCO LOGISTICS PARTNERS LP 78,804 70,608
    TALLGRASS ENERGY PARTNERS LP 28,978 31,067
    TARGA RES CORP COM 150,516 142,955
    TARGA RES PARTNERS LP 16,954 18,482
    TEEKAY CORPORATION 9,121 8,499
    TESORO LOGISTICS LP 142,986 152,186
    USA COMPRESSION PARTNERS LP 49,635 34,889
    VALERO ENERGY PARTNERS LP 48,893 78,239
    VTTI ENERGY PARTNERS LP 54,694 59,917
    WESTERN REFNG LOGISTICS LP 100,042 129,686
    WESTLAKE CHEM PARTNERS LP 100,525 100,195
    WILLIAMS PARTNERS LP 183,740 163,919

    TY 2014 LandEtcSchedule2
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS & PERIPHERALS 96,533 79,860 16,673 16,673
    SOFTWARE 44,461 41,762 2,699 2,699
    TELECOMMUNICATIONS 11,942 2,929 9,013 9,013
    FUNITURE & EQUIPMENT 160,161 117,473 42,688 42,689
    ELECTRONIC EQUIPMENT 31,115 22,749 8,366 8,366
    APPLIANCES 4,498 3,622 876 875
    LEASEHOLD IMPROVEMENTS 286,180 142,031 144,149 144,150


    TY 2014 LegalFeesSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REVIEW & PREPARE LEGAL DOCUMENTS 5,821     5,821
    REVIEW & PREPARE BY-LAW MODIFICA 236     236
    RESEARCH LEGAL ISSUES 267     267
    ATTEND MEETINGS 788     788
    DISCONTINUED OPERATIONS 364     364


    TY 2014 OtherAssetsSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST & DIVIDENDS RECEIVABLE 48,996 51,088 51,088
    MISC. RECEIVABLES 4,225 528 528
    TAX RECEIVABLE 20,491    


    TY 2014 OtherExpensesSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SUPPLIES 17,911     19,376
    PROGRAM RELATED EXPENSES 185,447     185,447
    SUBSCRIPTIONS 2,287     2,565
    POSTAGE 1,937     925
    PROGRAM ADVERTISING 16,124     15,181
    COMPUTER EXPENSES 1,186     1,186
    DUES & MEMBERSHIPS 20,897     21,639
    MAINTENANCE 46,394     19,499
    INSURANCE 19,475     18,843
    RECORD RETENTION 1,539     2,451
    FLOWERS, GIFTS & AWARDS 6,663     9,100
    ALL OTHER 298     298
    EXCISE TAX NET OF DEFERRED TA -9,832     552


    TY 2014 OtherIncomeSchedule2
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DISCONTINUED OPERATIONS 31,010    
    CASH FROM REWARD POINTS 500    
    SETTLEMENT ON CLASS ACTION 4,510    
    SPRAGUE RESOURCES 2,103    
    NORTHERN TIER ENERGY 956    


    TY 2014 OtherLiabilitiesSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 256,329 210,484
    TAX LIABILITY   14,969
    MISC. PAYABLES   24,188


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    WELBORN BAPTIST FOUNDATION INC
    EIN: 35-2056722
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMUNITY WELLNESS INDICATOR REP 209,251     209,251
    PROGRAM RELATED SERVICES 946,556     938,556
    COMPUTER SERVICES 42,076     40,650
    PAYROLL AND HUMAN RESOURCES SERV 4,384     4,134
    INVESTMENT MANAGEMENT SERVICES 202,183 202,183    
    PHOTOGRAPHIC SERVICES 6,499     6,499
    MISCELLANEOUS 2,125     2,088