Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
WEJ FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)6900 SOUTH GRAY ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46237
A Employer identification number

35-2123724
B Telephone number (see instructions)

(317) 783-5461
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$0
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 828 65  
4 Dividends and interest from securities... 45,239 45,239  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -189,637
b Gross sales price for all assets on line 6a 1,189,669
7 Capital gain net income (from Part IV, line 2)... 10,150
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).......      
12 Total. Add lines 1 through 11........ -143,570 55,454  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 5 5    
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,429 2,430    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,625 1,625    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,059 4,060   0
25 Contributions, gifts, grants paid....... 156,242 156,242
26 Total expenses and disbursements. Add lines 24 and 25 160,301 4,060   156,242
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -303,871
b Net investment income (if negative, enter -0-) 51,394
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,255,717 Click to see attachment1,951,846  
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment30,883 Click to see attachment30,883  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,286,600 1,982,729 0
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,286,600 1,982,729
30 Total net assets or fund balances (see instructions)..... 2,286,600 1,982,729
31 Total liabilities and net assets/fund balances (see instructions). 2,286,600 1,982,729
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,286,600
2
Enter amount from Part I, line 27a .....................
2
-303,871
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,982,729
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
1,982,729
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 10,150
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 174,860 2,377,680 0.073542
2013 166,002 2,381,276 0.069711
2012 120,105 2,435,347 0.049317
2011 154,177 821,964 0.187571
2010 165,305 860,544 0.192094
2
Total of line 1, column (d) .....................
20.572235
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
0.114447
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
2,233,790
5
Multiply line 4 by line 3......................
5
255,651
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
514
7
Add lines 5 and 6........................
7
256,165
8
Enter qualifying distributions from Part XII, line 4.............
8
156,242
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,028
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,028
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,028
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 23
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,051
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
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
 
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJEAN DEUSER Telephone no.bullet (317) 783-5461

    Located atbullet6900 SOUTH GRAY ROADINDIANAPOLISIN ZIP+4bullet46237
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WESSLEY JACKSON DIRECTOR
    1.00
    0 0 0
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237
    KYLE JACKSON DIRECTOR
    1.00
    0 0 0
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237
    JACK CONNER DIRECTOR
    1.00
    0 0 0
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,256,532
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,275
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,267,807
    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
    2,267,807
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,017
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,233,790
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    111,690
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    111,690
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,028
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,028
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    110,662
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    110,662
    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
    110,662
    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
    156,242
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    156,242
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    156,242
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 110,662
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 122,518
    b From 2011...... 113,377
    c From 2012......  
    d From 2013...... 48,471
    e From 2014...... 57,238
    fTotal of lines 3a through e........ 341,604
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 156,242
    a Applied to 2014, 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 2015 distributable amount..... 110,662
    e Remaining amount distributed out of corpus 45,580
    5 Excess distributions carryover applied to 2015.    
    (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 5 387,184
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    122,518
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    264,666
    10 Analysis of line 9:
    a Excess from 2011.... 113,377
    b Excess from 2012....  
    c Excess from 2013.... 48,471
    d Excess from 2014.... 57,238
    e Excess from 2015.... 45,580
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CAMPUS CRUSADE
    PO BOX 628222
    ORLANDO,FL32862
    NONE 501(C)(3) RELIGIOUS 240
    ENGLISH LANGUAGE INSTITUTE
    1629 BLIUE SPRUCE DRIVE
    FORT COLLINS,CO80524
    NONE 501(C)(3) RELIGIOUS 1,366
    INDIANA SPORTS OUTREACH
    6900 SOUTH GRAY ROAD
    INDIANAPOLIS,IN46237
    NONE 501(C)(3) RELIGIOUS 1,156
    MISSION TO THE WORLD
    PO BOX 116284
    ATLANTA,GA30368
    NONE 501(C)(3) RELIGIOUS 3,000
    OM USA
    PO BOX 444
    TYRONE,GA30290
    NONE 501(C)(3) RELIGIOUS 2,000
    SERV LIFE
    PO BOX 20596
    INDIANAPOLIS,IN46220
    NONE 501(C)(3) RELIGIOUS 2,500
    WORLD SPORTS
    PO BOX 2607
    BONITA SPRINGS,FL34133
    NONE 501(C)(3) RELIGIOUS 7,500
    GLOBAL SERVICE NETWORK
    1775 W WILLIAMS STREET
    APEX,NC27523
    NONE 501(C)(3) RELIGIOUS 2,400
    KIDS ALIVE INTERNATIONAL
    2507 CUMBERLAND DRIVE
    VALPARAISO,IN46383
    NONE 501(C)(3) RELIGIOUS 15,000
    CALEB COMPANY
    3511 REFUGE TRAIL
    STATION,TN37179
    NONE 501(C)(3) RELIGIOUS 100
    INDIAN CREEK CHRISTIAN CHURCH
    6430 S FRANKLIN ROAD
    INDIANAPOLIS,IN46259
    NONE 501(C)(3) RELIGIOUS 980
    NATIONAL CHRISTIAN FOUNDATION IN
    70 EAST 91ST STREET
    SUITE 101
    INDIANAPOLIS,IN46240
    NONE 501(C)(3) RELIGIOUS 116,000
    ONE MISSION SOCIETY
    941 FRY ROAD
    GREENWOOD,IN46142
    NONE 501(C)(3) RELIGIOUS 100
    WORLD GOSPEL MISSION
    3783 IN-18
    MARION,IN46952
    NONE 501(C)(3) RELIGIOUS 2,400
    YMCA OF GREATER INDIANAPOLIS
    5736 LEE ROAD
    INDIANAPOLIS,IN46216
    NONE 501(C)(3) HEALTH 1,500
    Total .................................bullet 3a 156,242
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 828  
    4 Dividends and interest from securities....     14 45,239  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        14 10,150 -199,787
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   56,217 -199,787
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-143,570
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    WEJ FOUNDATION INC
    EIN:
    35-2123724
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    1600 SH G4 ABERDEEN ASIA PACIFICINCO 2014-06 PURCHASE 2015-12   7,301 10,020     -2,719  
    10.371 SH G4 ABERDEEN ASIA PACIFICIN 2015-05 PURCHASE 2015-12   47 56     -9  
    11.145 SH G4 ABERDEEN ASIA PACIFICIN 2015-06 PURCHASE 2015-12   51 56     -5  
    11.934 SH G4 ABERDEEN ASIA PACIFICIN 2015-07 PURCHASE 2015-12   54 57     -3  
    12.724 SH G4 ABERDEEN ASIA PACIFICIN 2015-08 PURCHASE 2015-12   58 57     1  
    12.754 SH G4 ABERDEEN ASIA PACIFICIN 2015-09 PURCHASE 2015-12   58 58        
    12.231 SH G4 ABERDEEN ASIA PACIFICIN 2015-10 PURCHASE 2015-12   56 58     -2  
    12.841 SH G4 ABERDEEN ASIA PACIFICIN 2015-11 PURCHASE 2015-12   59 58     1  
    0.168 SH G4 ABERDEEN ASIA PACIFICINC 2015-11 PURCHASE 2015-12   1 1        
    555 SH G4 ALTRIA GROUP INC 2014-11 PURCHASE 2015-12   31,849 27,336     4,513  
    5.66 SH G4 ALTRIA GROUP INC 2015-07 PURCHASE 2015-12   325 289     36  
    5.34 SH G4 ALTRIA GROUP INC 2015-10 PURCHASE 2015-12   306 297     9  
    0.36 SH G4 ALTRIA GROUP INC 2015-10 PURCHASE 2015-12   21 20     1  
    813.51 SH G4 AMERICAN CAP AGY CORPCO 2012-11 PURCHASE 2015-12   14,277 25,019     -10,742  
    300 SH G4 AMERICAN CAP AGY CORPCOM 2013-06 PURCHASE 2015-12   5,265 7,763     -2,498  
    300 SH G4 AMERICAN CAP AGY CORPCOM 2013-07 PURCHASE 2015-12   5,265 6,745     -1,480  
    13.77 SH G4 AMERICAN CAP AGY CORPCOM 2015-06 PURCHASE 2015-12   242 283     -41  
    15.32 SH G4 AMERICAN CAP AGY CORPCOM 2015-07 PURCHASE 2015-12   269 285     -16  
    14.98 SH G4 AMERICAN CAP AGY CORPCOM 2015-08 PURCHASE 2015-12   263 289     -26  
    15.27 SH G4 AMERICAN CAP AGY CORPCOM 2015-09 PURCHASE 2015-12   268 292     -24  
    15.14 SH G4 AMERICAN CAP AGY CORPCOM 2015-10 PURCHASE 2015-12   266 295     -29  
    16.54 SH G4 AMERICAN CAP AGY CORPCOM 2015-11 PURCHASE 2015-12   290 298     -8  
    16.48 SH G4 AMERICAN CAP AGY CORPCOM 2015-12 PURCHASE 2015-12   289 291     -2  
    0.55 SH G4 AMERICAN CAP AGY CORPCOM 2015-12 PURCHASE 2015-12   10 10        
    775 SH G4 AT&T INC COM ISINUS00206R 2014-11 PURCHASE 2015-12   26,213 27,350     -1,137  
    10.49 SH G4 AT&T INC COM ISINUS0020 2015-08 PURCHASE 2015-12   355 364     -9  
    10.51 SH G4 AT&T INC COM ISINUS0020 2015-11 PURCHASE 2015-12   356 352     4  
    0.51 SH G4 AT&T INC COM ISINUS00206 2015-11 PURCHASE 2015-12   17 17        
    984 SH G4 BANCO SANTANDER SA ADREACH 2014-11 PURCHASE 2015-12   4,823 8,367     -3,544  
    2207 SH G4 BANCO SANTANDER SA ADREAC 2014-11 PURCHASE 2015-12   10,843 18,766     -7,923  
    19.52 SH G4 BANCO SANTANDER SA ADREA 2015-08 PURCHASE 2015-12   96 133     -37  
    30.48 SH G4 BANCO SANTANDER SA ADREA 2015-11 PURCHASE 2015-12   150 169     -19  
    0.69 SH G4 BANCO SANTANDER SA ADREAC 2015-11 PURCHASE 2015-12   3 4     -1  
    306 SH G4 BASF SE SPONSORED ADR ISIN 2014-11 PURCHASE 2015-12   23,254 27,885     -4,631  
    494 SH G4 BHP BILLITON LTD SPONSORED 2014-11 PURCHASE 2015-12   12,060 26,346     -14,286  
    19 SH G4 BHP BILLITON LTD SPONSOREDA 2015-09 PURCHASE 2015-12   464 595     -131  
    0.56 SH G4 BHP BILLITON LTD SPONSORE 2015-09 PURCHASE 2015-12   14 17     -3  
    652 SH G4 BP PLC SPONSORED ADR 2014-11 PURCHASE 2015-12   19,763 27,666     -7,903  
    9.17 SH G4 BP PLC SPONSORED ADR 2015-06 PURCHASE 2015-12   278 391     -113  
    11.07 SH G4 BP PLC SPONSORED ADR 2015-09 PURCHASE 2015-12   336 397     -61  
    10.76 SH G4 BP PLC SPONSORED ADR 2015-12 PURCHASE 2015-12   326 376     -50  
    0.78 SH G4 BP PLC SPONSORED ADR 2015-12 PURCHASE 2015-12   24 27     -3  
    30 SH G4 CALL (DJX) DOWJONES INDL AV 2015-03 PURCHASE 2015-04   673       673  
    28 SH G4 CALL (DJX) DOWJONES INDL AV 2015-07 PURCHASE 2015-08   448       448  
    30 SH G4 CALL (DJX) DOWJONES INDL AV 2015-01 PURCHASE 2015-02   748       748  
    9 SH G4 CALL (DJX) DOWJONES INDL AVG 2014-12 PURCHASE 2015-01   106       106  
    21 SH G4 CALL (DJX) DOWJONES INDL AV 2014-12 PURCHASE 2015-01   243       243  
    28 SH G4 CALL (DJX) DOWJONES INDL AV 2015-06 PURCHASE 2015-07   391       391  
    30 SH G4 CALL (DJX) DOWJONES INDL AV 2015-05 PURCHASE 2015-06   747       747  
    30 SH G4 CALL (DJX) DOWJONES INDL AV 2015-02 PURCHASE 2015-03   917       917  
    30 SH G4 CALL (DJX) DOWJONES INDL AV 2015-04 PURCHASE 2015-05   304       304  
    G4 CASH (AUD) 2015-12 PURCHASE 2015-12   1,689 1,833     -144  
    G4 CASH (CAD) 2015-11 PURCHASE 2015-11   142 177     -35  
    G4 CASH (CAD) 2015-12 PURCHASE 2015-12              
    G4 CASH (EUR) 2015-11 PURCHASE 2015-11              
    G4 CASH (NOK) 2015-11 PURCHASE 2015-11   1 1        
    G4 CASH (NZD) 2015-11 PURCHASE 2015-11   23 30     -7  
    G4 CASH (NZD) 2015-12 PURCHASE 2015-12              
    G4 CASH (SEK) 2015-11 PURCHASE 2015-11   1 2     -1  
    G4 CASH (SGD) 2015-11 PURCHASE 2015-11              
    G4 CASH (TRY) 2015-11 PURCHASE 2015-11   28 38     -10  
    G4 CASH (TRY) 2015-12 PURCHASE 2015-12              
    323 SH G4 CATERPILLAR INC 2015-03 PURCHASE 2015-12   21,179 25,858     -4,679  
    3.18 SH G4 CATERPILLAR INC 2015-08 PURCHASE 2015-12   209 249     -40  
    2.82 SH G4 CATERPILLAR INC 2015-11 PURCHASE 2015-12   185 196     -11  
    0.79 SH G4 CATERPILLAR INC 2015-11 PURCHASE 2015-12   52 55     -3  
    1500 SH G4 CENTRAL FD CDA LTD CLA IS 2014-10 PURCHASE 2015-12   15,460 18,950     -3,490  
    1723 SH G4 CENTRAL FD CDA LTD CLA IS 2014-10 PURCHASE 2015-12   17,756 21,767     -4,011  
    2 SH G4 CENTRAL FD CDA LTD CLA ISIN 2015-11 PURCHASE 2015-12   21 21        
    1 SH G4 CENTRAL FD CDA LTD CLA ISIN 2015-11 PURCHASE 2015-12   7 7        
    230 SH G4 CHEVRON CORP NEW COM 2014-11 PURCHASE 2015-12   20,680 27,281     -6,601  
    3.2 SH G4 CHEVRON CORP NEW COM 2015-09 PURCHASE 2015-12   288 246     42  
    2.8 SH G4 CHEVRON CORP NEW COM 2015-12 PURCHASE 2015-12   252 243     9  
    0.08 SH G4 CHEVRON CORP NEW COM 2015-12 PURCHASE 2015-12   7 7        
    100 SH G4 COMMONWEALTH BANK OF AUSTR 2014-11 PURCHASE 2015-12   5,830 7,029     -1,199  
    240 SH G4 COMMONWEALTH BANK OF AUSTR 2014-11 PURCHASE 2015-12   13,819 16,869     -3,050  
    366 SH G4 CONOCOPHILLIPS 2014-11 PURCHASE 2015-12   16,605 26,960     -10,355  
    4.17 SH G4 CONOCOPHILLIPS 2015-06 PURCHASE 2015-12   189 267     -78  
    5.99 SH G4 CONOCOPHILLIPS 2015-09 PURCHASE 2015-12   272 274     -2  
    4.84 SH G4 CONOCOPHILLIPS 2015-12 PURCHASE 2015-12   220 265     -45  
    0.24 SH G4 CONOCOPHILLIPS 2015-12 PURCHASE 2015-12   11 13     -2  
    962.655 SH G4 DOUBLELINE LOW DURATIO   PURCHASE 2015-12   9,627 9,827     -200  
    650 SH G4 ENSCO PLC COM USD0.10 A 2014-10 PURCHASE 2015-12   9,332 24,786     -15,454  
    4.34 SH G4 ENSCO PLC COM USD0.10 A 2015-06 PURCHASE 2015-12   62 98     -36  
    5.66 SH G4 ENSCO PLC COM USD0.10 A 2015-09 PURCHASE 2015-12   81 88     -7  
    0.68 SH G4 ENSCO PLC COM USD0.10 A 2015-09 PURCHASE 2015-12   10 11     -1  
    969.243 SH G4 FID CONSERVATIVE INCOM   PURCHASE 2015-12   9,712 9,731     -19  
    749.142 SH G4 FIDELITY FLOATING RATE   PURCHASE 2015-12   6,840 7,475     -635  
    2777.011 SH G4 FIDELITY HIGH INCOME   PURCHASE 2015-12   21,966 24,981     -3,015  
    603.046 SH G4 FIDELITY NEW MARKETS I   PURCHASE 2015-12   8,720 10,100     -1,380  
    1049.4 SH G4 FIDELITY TOTAL BOND   PURCHASE 2015-12   10,798 11,265     -467  
    1013 SH G4 GENERAL ELECTRIC CO 2014-11 PURCHASE 2015-12   30,837 27,349     3,488  
    8.73 SH G4 GENERAL ELECTRIC CO 2015-07 PURCHASE 2015-12   266 233     33  
    7.27 SH G4 GENERAL ELECTRIC CO 2015-10 PURCHASE 2015-12   221 211     10  
    0.82 SH G4 GENERAL ELECTRIC CO 2015-10 PURCHASE 2015-12   25 24     1  
    588 SH G4 GLAXOSMITHKLINE ADR EACHCN 2014-11 PURCHASE 2015-12   23,449 27,291     -3,842  
    8 SH G4 GLAXOSMITHKLINE ADR EACHCNV 2015-10 PURCHASE 2015-12   319 312     7  
    0.62 SH G4 GLAXOSMITHKLINE ADR EACHC 2015-10 PURCHASE 2015-12   25 24     1  
    179 SH G4 HANCOCK JOHN PFD INCOMEFD 2012-06 PURCHASE 2015-12   3,467 4,029     -562  
    254 SH G4 HANCOCK JOHN PFD INCOMEFD 2012-06 PURCHASE 2015-12   4,931 5,717     -786  
    100 SH G4 HANCOCK JOHN PFD INCOMEFD 2012-06 PURCHASE 2015-12   1,941 2,258     -317  
    6.021 SH G4 HANCOCK JOHN PFD INCOMEF 2012-07 PURCHASE 2015-12   117 140     -23  
    3.8 SH G4 HANCOCK JOHN PFD INCOMEFD 2015-06 PURCHASE 2015-12   74 75     -1  
    3.875 SH G4 HANCOCK JOHN PFD INCOMEF 2015-07 PURCHASE 2015-12   75 76     -1  
    4.029 SH G4 HANCOCK JOHN PFD INCOMEF 2015-08 PURCHASE 2015-12   78 77     1  
    3.96 SH G4 HANCOCK JOHN PFD INCOMEFD 2015-09 PURCHASE 2015-12   77 77        
    3.891 SH G4 HANCOCK JOHN PFD INCOMEF 2015-10 PURCHASE 2015-12   76 78     -2  
    3.424 SH G4 HANCOCK JOHN PFD INCOMEF 2015-11 PURCHASE 2015-12   66 68     -2  
    0.541 SH G4 HANCOCK JOHN PFD INCOMEF 2015-11 PURCHASE 2015-12   11 11        
    549 SH G4 HSBC HLDGS PLCSPON ADRNEW 2014-11 PURCHASE 2015-12   21,688 27,184     -5,496  
    5.78 SH G4 HSBC HLDGS PLCSPON ADRNEW 2015-07 PURCHASE 2015-12   228 275     -47  
    6.38 SH G4 HSBC HLDGS PLCSPON ADRNEW 2015-10 PURCHASE 2015-12   252 277     -25  
    6.83 SH G4 HSBC HLDGS PLCSPON ADRNEW 2015-12 PURCHASE 2015-12   270 268     2  
    0.32 SH G4 HSBC HLDGS PLCSPON ADRNEW 2015-12 PURCHASE 2015-12   13 13        
    1936.294 SH G4 JOHN HANCOCK STR INC   PURCHASE 2015-12   20,563 20,741     -178  
    1996.01 SH G4 LOOMIS SAYLES BOND RET   PURCHASE 2015-12   25,429 28,682     -3,253  
    281 SH G4 MCDONALDS CORP 2014-11 PURCHASE 2015-12   32,869 27,175     5,694  
    2.51 SH G4 MCDONALDS CORP 2015-06 PURCHASE 2015-12   293 239     54  
    2.49 SH G4 MCDONALDS CORP 2015-09 PURCHASE 2015-12   292 241     51  
    2 SH G4 MCDONALDS CORP 2015-12 PURCHASE 2015-12   234 234        
    0.18 SH G4 MCDONALDS CORP 2015-12 PURCHASE 2015-12   21 21        
    300 SH G4 NEW YORK COMMUNITY BANCORP 2014-10 PURCHASE 2015-12   4,908 4,495     413  
    1380 SH G4 NEW YORK COMMUNITY BANCOR 2014-10 PURCHASE 2015-12   22,555 20,679     1,876  
    22.98 SH G4 NEW YORK COMMUNITY BANCO 2015-08 PURCHASE 2015-12   376 420     -44  
    26.02 SH G4 NEW YORK COMMUNITY BANCO 2015-11 PURCHASE 2015-12   425 410     15  
    0.99 SH G4 NEW YORK COMMUNITY BANCOR 2015-11 PURCHASE 2015-12   16 16        
    4552.572 SH G4 PERMANENT PORTFOLIO   PURCHASE 2015-12   157,610 205,640     -48,030  
    890 SH G4 PFIZER INC 2014-11 PURCHASE 2015-03   30,955 27,109     3,846  
    315 SH G4 PHILIP MORRIS INTL INCCOM 2014-11 PURCHASE 2015-12   27,192 27,413     -221  
    3.86 SH G4 PHILIP MORRIS INTL INCCOM 2015-07 PURCHASE 2015-12   333 315     18  
    3.14 SH G4 PHILIP MORRIS INTL INCCOM 2015-10 PURCHASE 2015-12   271 265     6  
    0.72 SH G4 PHILIP MORRIS INTL INCCOM 2015-10 PURCHASE 2015-12   62 61     1  
    1928.32 SH G4 PIMCO COMMODITY REAL R   PURCHASE 2015-12   12,013 23,068     -11,055  
    2302.918 SH G4 PIMCO EMERGING MARKET   PURCHASE 2015-12   21,394 27,869     -6,475  
    759.177 SH G4 PIMCO GLOBAL BOND FUND   PURCHASE 2015-12   6,666 7,365     -699  
    427.532 SH G4 PIMCO SHORT TERM CLASS   PURCHASE 2015-12   4,168 4,228     -60  
    1072.794 SH G4 PRINCIPAL PREFERRED S   PURCHASE 2015-12   10,889 10,727     162  
    380 SH G4 ROYAL DUTCH SHELL ADREA RE 2014-11 PURCHASE 2015-12   16,638 27,292     -10,654  
    5.72 SH G4 ROYAL DUTCH SHELL ADREA R 2015-06 PURCHASE 2015-12   250 357     -107  
    6.48 SH G4 ROYAL DUTCH SHELL ADREA R 2015-09 PURCHASE 2015-12   284 363     -79  
    6.8 SH G4 ROYAL DUTCH SHELL ADREA RE 2015-12 PURCHASE 2015-12   298 333     -35  
    0.72 SH G4 ROYAL DUTCH SHELL ADREA R 2015-12 PURCHASE 2015-12   32 35     -3  
    100 SH G4 SAFETY INS GROUP INC 2014-10 PURCHASE 2015-12   5,265 5,940     -675  
    320 SH G4 SAFETY INS GROUP INC 2014-10 PURCHASE 2015-12   16,835 19,008     -2,173  
    5.22 SH G4 SAFETY INS GROUP INC 2015-06 PURCHASE 2015-12   275 294     -19  
    5.52 SH G4 SAFETY INS GROUP INC 2015-09 PURCHASE 2015-12   290 298     -8  
    5.26 SH G4 SAFETY INS GROUP INC 2015-12 PURCHASE 2015-12   277 286     -9  
    0.29 SH G4 SAFETY INS GROUP INC 2015-12 PURCHASE 2015-12   15 16     -1  
    576 SH G4 SANOFI SPONSORED ADR 2014-11 PURCHASE 2015-03   28,469 27,221     1,248  
    239 SH G4 SIEMENS A G SPONSOREDADR I 2014-11 PURCHASE 2015-12   23,273 27,794     -4,521  
    0.6 SH G4 SOUTH32 LTD SPON ADR EAREP 2014-11 PURCHASE 2015-06   5 6     -1  
    197 SH G4 SOUTH32 LTD SPON ADR EAREP 2014-11 PURCHASE 2015-06   1,616 1,981     -365  
    1200 SH G4 TCW STRATEGIC INCOME FUND 2012-06 PURCHASE 2015-12   6,332 6,248     84  
    19.679 SH G4 TCW STRATEGIC INCOME FU 2012-07 PURCHASE 2015-12   104 104        
    900 SH G4 TCW STRATEGIC INCOME FUNDI 2014-06 PURCHASE 2015-12   4,749 4,976     -227  
    22.751 SH G4 TCW STRATEGIC INCOME FU 2015-07 PURCHASE 2015-12   120 118     2  
    20.57 SH G4 TCW STRATEGIC INCOME FUN 2015-10 PURCHASE 2015-12   109 108     1  
    0.318 SH G4 TCW STRATEGIC INCOME FUN 2015-10 PURCHASE 2015-12   2 2        
    2794.193 SH G4 TEMPLETON GLOBAL BOND   PURCHASE 2015-12   32,329 37,449     -5,120  
    451 SH G4 TOTAL S A SPONSORED ADR IS 2014-11 PURCHASE 2015-11   22,232 27,113     -4,881  
    4 SH G4 TOTAL S A SPONSORED ADR ISIN 2015-07 PURCHASE 2015-11   197 186     11  
    5 SH G4 TOTAL S A SPONSORED ADR ISIN 2015-10 PURCHASE 2015-11   246 202     44  
    421 SH G4 VERIZON COMMUNICATIONS 2014-11 PURCHASE 2015-12   19,206 21,145     -1,939  
    124 SH G4 VERIZON COMMUNICATIONS 2014-11 PURCHASE 2015-12   5,659 6,228     -569  
    6.42 SH G4 VERIZON COMMUNICATIONS 2015-08 PURCHASE 2015-12   293 300     -7  
    6.58 SH G4 VERIZON COMMUNICATIONS 2015-11 PURCHASE 2015-12   300 307     -7  
    0.1 SH G4 VERIZON COMMUNICATIONS 2015-11 PURCHASE 2015-12   5 5        
    796 SH G4 VODAFONE GROUP SPON ADRREP 2015-03 PURCHASE 2015-12   24,930 26,021     -1,091  
    24 SH G4 VODAFONE GROUP SPON ADRREP 2015-08 PURCHASE 2015-12   752 914     -162  
    0.47 SH G4 VODAFONE GROUP SPON ADRRE 2015-08 PURCHASE 2015-12   15 18     -3  
    674.28 SH G4 WESTERN ASSET SHORT DUR   PURCHASE 2015-12   3,439 4,348     -909  
    650 SH G4 AMP LIMITED NPV ISINAU000 2013-08 PURCHASE 2015-04   3,197 2,836     361  
    77 SH G4 AMP LIMITED NPV ISINAU0000 2013-10 PURCHASE 2015-04   379 374     5  
    20 SH G4 APPLE INC 2014-10 PURCHASE 2015-08   1,975 2,034     -59  
    0.08 SH G4 APPLE INC 2015-05 PURCHASE 2015-08   8 10     -2  
    0.09 SH G4 APPLE INC 2015-08 PURCHASE 2015-08   9 10     -1  
    94 SH G4 ARCHER DANIELS MIDLAND 2015-04 PURCHASE 2015-11   3,727 4,566     -839  
    69 SH G4 BRISTOL MYERS SQUIBB 2015-04 PURCHASE 2015-08   3,959 4,573     -614  
    0.39 SH G4 BRISTOL MYERS SQUIBB 2015-08 PURCHASE 2015-08   23 26     -3  
    23 SH G4 CHEVRON CORP NEW COM 2012-05 PURCHASE 2015-08   1,912 2,260     -348  
    10 SH G4 CHEVRON CORP NEW COM 2014-10 PURCHASE 2015-08   831 1,141     -310  
    0.34 SH G4 CHEVRON CORP NEW COM 2015-06 PURCHASE 2015-08   29 35     -6  
    62 SH G4 COCA COLA CO 2012-05 PURCHASE 2015-04   2,536 2,348     188  
    0.42 SH G4 COCA COLA CO 2012-07 PURCHASE 2015-04   17 16     1  
    43 SH G4 CVS HEALTH CORP COM 2012-05 PURCHASE 2015-08   4,410 1,957     2,453  
    20 SH G4 CVS HEALTH CORP COM 2014-10 PURCHASE 2015-08   2,051 1,655     396  
    0.19 SH G4 CVS HEALTH CORP COM 2015-08 PURCHASE 2015-08   20 22     -2  
    40 SH G4 EXPRESS SCRIPTS HLDG COCOM 2013-10 PURCHASE 2015-04   3,465 2,515     950  
    200 SH G4 INVESCO HIGH INCOME TRUSTI 2012-05 PURCHASE 2015-06   2,906 3,340     -434  
    38 SH G4 ISHARES CORE S&P SMALL-CAPE 2015-04 PURCHASE 2015-08   3,829 4,537     -708  
    0.11 SH G4 ISHARES CORE S&P SMALL-CA 2015-06 PURCHASE 2015-08   12 14     -2  
    140 SH G4 ISHARES INTERNATIONAL DIVI 2015-01 PURCHASE 2015-04   4,872 4,796     76  
    50 SH G4 ISHARES TR IBOXX HI YDETF   PURCHASE 2015-04   4,558 4,496     62  
    0.464 SH G4 ISHARES TR IBOXX HI YDET   PURCHASE 2015-04   42 42        
    57 SH G4 LILLY ELI &CO COM NPV 2012-05 PURCHASE 2015-04   4,132 2,364     1,768  
    100 SH G4 MEDICAL PPTYS TR INC 2013-08 PURCHASE 2015-04   1,457 1,221     236  
    110 SH G4 MEDICAL PPTYS TR INC 2013-08 PURCHASE 2015-04   1,602 1,334     268  
    46 SH G4 MEDICAL PPTYS TR INC 2013-10 PURCHASE 2015-04   670 602     68  
    48 SH G4 MEDTRONIC PLC USD0.0001 ISI 2013-02 PURCHASE 2015-01   3,694 2,259     1,435  
    48 SH G4 MEDTRONIC PLC USD0.0001 ISI 2015-01 PURCHASE 2015-10   3,535 3,694     -159  
    0.24 SH G4 MEDTRONIC PLC USD0.0001 I 2015-07 PURCHASE 2015-10   17 18     -1  
    0.25 SH G4 MEDTRONIC PLC USD0.0001 I 2015-10 PURCHASE 2015-10   18 18        
    1 SH G4 NEWMONT MNG CORP HLDGCO 2012-06 PURCHASE 2015-04   25 48     -23  
    0.44 SH G4 NEWMONT MNG CORP HLDGCO 2012-06 PURCHASE 2015-05   12 22     -10  
    339 SH G4 NUVEEN AMT FREE MUNINCOME   PURCHASE 2015-04   4,702 4,910     -208  
    0.04 SH G4 NUVEEN AMT FREE MUNINCOME   PURCHASE 2015-04     1     -1  
    280 SH G4 NUVEEN QUALITY PFD INCOMEF 2012-06 PURCHASE 2015-04   2,576 2,485     91  
    1.642 SH G4 NUVEEN QUALITY PFD INCOM 2012-08 PURCHASE 2015-04   15 15        
    293.358 SH G4 NUVEEN QUALITY PFD INC 2013-09 PURCHASE 2015-04   2,699 2,345     354  
    0.642 SH G4 NUVEEN QUALITY PFD INCOM 2013-09 PURCHASE 2015-04   6 5     1  
    27 SH G4 PEPSICO INC 2012-04 PURCHASE 2015-04   2,581 1,784     797  
    1 SH G4 PEPSICO INC 2012-06 PURCHASE 2015-04   96 69     27  
    0.56 SH G4 PEPSICO INC 2012-06 PURCHASE 2015-04   54 39     15  
    31 SH G4 QUALCOMM INC 2014-04 PURCHASE 2015-08   1,682 2,440     -758  
    0.22 SH G4 QUALCOMM INC 2015-06 PURCHASE 2015-08   12 15     -3  
    49000 SH G4 SABANA SHARI AH COMPLIAN 2012-05 PURCHASE 2015-04   30,625 37,797     -7,172  
    65 SH G4 SECTOR SPDR TR SHS BENINT U 2012-05 PURCHASE 2015-04   2,900 2,342     558  
    0.61 SH G4 SECTOR SPDR TR SHS BENINT 2012-06 PURCHASE 2015-04   27 22     5  
    13 SH G4 SPDR GOLD TR GOLD SHS 2012-05 PURCHASE 2015-10   1,445 1,971     -526  
    91 SH G4 SPDR SER TR BARCLAYS HIGHYI 2012-05 PURCHASE 2015-04   3,591 3,533     58  
    0.567 SH G4 SPDR SER TR BARCLAYS HIG 2012-06 PURCHASE 2015-04   22 22        
    0.433 SH G4 SPDR SER TR BARCLAYS HIG 2012-07 PURCHASE 2015-04   17 17        
    0.115 SH G4 SPDR SER TR BARCLAYS HIG 2012-07 PURCHASE 2015-04   5 5        
    45 SH G4 TARGET CORP COM ISINUS8761 2014-02 PURCHASE 2015-04   3,681 2,564     1,117  
    96 SH G4 TEMPLETON EMERGING MKTSFD I 2013-09 PURCHASE 2015-08   1,172 1,854     -682  
    41 SH G4 TEMPLETON EMERGING MKTSFD I 2013-09 PURCHASE 2015-08   501 789     -288  
    25 SH G4 UNITED TECHNOLOGIES CORP 2012-08 PURCHASE 2015-08   2,196 1,971     225  
    0.14 SH G4 UNITED TECHNOLOGIES CORP 2015-06 PURCHASE 2015-08   12 16     -4  
    278 SH G4 VANGUARD INFLATION PROTECT   PURCHASE 2015-10   3,612 4,021     -409  
    36 SH G4 WALGREENS BOOTS ALLIANCEINC 2012-05 PURCHASE 2015-04   3,117 1,120     1,997  
    15 SH G4 WALGREENS BOOTS ALLIANCEINC 2012-05 PURCHASE 2015-04   1,299 465     834  
    25 SH G4 WAL-MART STORES INC COM ISI 2013-08 PURCHASE 2015-04   1,980 1,834     146  
    10 SH G4 WAL-MART STORES INC COM ISI 2013-09 PURCHASE 2015-04   792 751     41  
    30 SH G4 WAL-MART STORES INC COM ISI 2014-10 PURCHASE 2015-04   2,376 2,270     106  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    WEJ FOUNDATION INC
    EIN:
    35-2123724
    Name of Stock End of Year Book Value End of Year Fair Market Value
    11,275 SHRS CF INSURANCE HLDINGS LTD 11,275  
    FIDELITY 946,714  
    FIDELITY 293,414  
    INV ALTERGRIS GLOBAL MACRO FUND 100,000  
    ALTERGRIS MILLENNIUM FUND 200,000  
    WINTON EVOLUTION FUND 104,413  
    ALTERGRIS MULTI-STATEGY FUND 296,030  

    TY 2015 LegalFeesSchedule
    Name:
    WEJ FOUNDATION INC
    EIN:
    35-2123724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 5 5    


    TY 2015 OtherAssetsSchedule
    Name:
    WEJ FOUNDATION INC
    EIN:
    35-2123724
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HOOSIER CHRISTIAN FOUNDATION 30,883 30,883  
    ACCRUED INTEREST      


    TY 2015 OtherExpensesSchedule
    Name:
    WEJ FOUNDATION INC
    EIN:
    35-2123724
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT EXPENSE 106 106    
    LOSS ALTERGRIS WINTON FUTURES 1,519 1,519    


    TY 2015 TaxesSchedule
    Name:
    WEJ FOUNDATION INC
    EIN:
    35-2123724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,112 1,113    
    TAXES 1,317 1,317