Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 08-01-2012 , and ending 07-31-2013
Name of foundation
J K MULLEN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)5310 DTC PARKWAY SUITE C   Room/suite
City or town, state, and ZIP code
GREENWOOD VILLAGE, CO80111
A Employer identification number

84-6002475
B Telephone number (see instructions)

(303) 722-3557
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,638,173J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 6,459 6,459 6,459
4 Dividends and interest from securities...... 140,113 140,113 140,113
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 266,540
b Gross sales price for all assets on line 6a 1,117,339
7 Capital gain net income (from Part IV, line 2)... 28,320
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 240 240 240
12 Total. Add lines 1 through 11........ 413,352 175,132 146,812
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,452 1,175   9,277
c Other professional fees (attach schedule).... Click to see attachment 37,863 37,325   538
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,435 1,921   514
19 Depreciation (attach schedule) and depletion... Click to see attachment 200    
20 Occupancy.............. 6,976 3,488   3,488
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,534 4,672   5,862
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 88,460 48,581   19,679
25 Contributions, gifts, grants paid........ 279,020 279,020
26 Total expenses and disbursements. Add lines 24 and 25 367,480 48,581   298,699
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 45,872
b Net investment income (if negative, enter -0-) 126,551
c Adjusted net income (if negative, enter -0-)... 146,812
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 2,015 4,173 4,173
2 Savings and temporary cash investments.......... 73,079 175,431 175,431
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 page 15 of the
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) 55,053 Click to see attachment53,258 53,258
b Investments—corporate stock (attach schedule)........ 829,950 Click to see attachment795,454 795,454
c Investments—corporate bonds (attach schedule)........ 80,413 Click to see attachment55,908 55,908
11 Investments—land, buildings, and equipment: basis bullet9,980
Less: accumulated depreciation (attach schedule) bullet6,683   Click to see attachment3,297 3,297
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,054,758 Click to see attachment4,550,052 4,550,052
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment600 Click to see attachment600
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,095,268 5,638,173 5,638,173
Liabilities 17 Accounts payable and accrued expenses.......... 209  
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).......... 209 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 5,095,059 5,638,173
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    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,095,059 5,638,173
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,095,268 5,638,173
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,095,059
2 Enter amount from Part I, line 27a..................... 2 45,872
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 497,242
4 Add lines 1, 2, and 3.......................... 4 5,638,173
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 5,638,173
Form 990-PF (2012)
Form 990-PF (2012)
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 28,320
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011      
2010      
2009      
2008      
2007      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 (2012)
Form 990-PF (2012)
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 2,531
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 2,531
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 2,531
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 1,472
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 1,472
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,059
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 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
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
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTIMOTHY O'CONNOR Telephone no.bullet (303) 722-3557
    Located atbullet5310 DTC PARKWAY SUITE CGREENWOOD VILLAGECO ZIP+4bullet80111
    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 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 2012 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 2012.)....................
    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 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOHN F MALOClick to see attachment TRUSTEE
    10.00     		7,000 0 0
    2020 SO MONROE ST 703
    DENVER,CO80210
    JOHN WECKBAUGHClick to see attachment VP/TRUSTEE
    0.50     		1,000 0 0
    4021 HUDSON WAY
    ENGLEWOOD,CO80110
    WALTER WECKBAUGHClick to see attachment TREAS/TRUSTE
    0.50     		1,000 0 0
    2364 E WEATHERSTONE CIRCLE
    HIGHLANDS RANCH,CO80126
    TIMOTHY O'CONNORClick to see attachment PRES/TRUSTEE
    10.00     		6,000 0 0
    7159 S POPLAR LANE
    CENTENNIAL,CO80112
    J KENNETH MALO JRClick to see attachment TRUSTEE
    0.50     		1,000 0 0
    39 DAHLIA ST
    DENVER,CO80220
    SHEILA SEVIERClick to see attachment SEC/TRUSTEE
    0.50     		1,000 0 0
    3955 S UINTA ST
    DENVER,CO80237
    MARCUS SEVIERClick to see attachment TRUSTEE
    0.50     		1,000 0 0
    6117 W 38TH AVE
    WHEAT RIDGE,CO80033
    KATHLEEN MALOClick to see attachment TRUSTEE
    0.50     		1,000 0 0
    835 AGUSTA DR
    MORAGA,CA94556
    HEATHER WHITMANClick to see attachment TRUSTEE
    0.50     		1,000 0 0
    2231 S EMERSON ST
    DENVER,CO80210
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,445,111
    b
    Average of monthly cash balances.......................
    1b
    3,094
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,897
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,452,102
    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
    5,452,102
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,782
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,370,320
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    268,516
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    268,516
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    2,531
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,531
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    265,985
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    265,985
    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
    265,985
    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
    298,699
    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
    298,699
    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
    298,699
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 265,985
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 94,430
    b From 2008....... 85,979
    c From 2009....... 34,872
    d From 2010....... 50,040
    e From 2011....... 36,947
    fTotal of lines 3a through e......... 302,268
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 298,699
    a Applied to 2011, 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 2012 distributable amount..... 265,985
    e Remaining amount distributed out of corpus 32,714
    5 Excess distributions carryover applied to 2012.    
    (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 5 334,982
    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 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		94,430
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		240,552
    10 Analysis of line 9:
    a Excess from 2008.... 85,979
    b Excess from 2009.... 34,872
    c Excess from 2010.... 50,040
    d Excess from 2011.... 36,947
    e Excess from 2012.... 32,714
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 of the person to whom applications should be addressed:
    J K MULLEN FOUNDATION
    5310 DTC PARKWAY SUITE C
    GREENWOOD VILLAGE,CO80111
    (303) 722-3557
    bThe form in which applications should be submitted and information and materials they should include:
    COMMON GRANT APPLICATION FORM OR LETTER STATING: DATE & BRIEF HISTORY OF THE ORGANIZATION, AMOUNT & PURPOSE OF REQUEST, CURRENT FINANCIAL STATEMENTS AND COPY OF FEDERAL EXEMPTION LETTER.
    cAny submission deadlines:
    APPLICATIONS FOR GRANTS ARE ACCEPTED ANYTIME PRIOR TO JUNE 1ST OF THE CURRENT YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS ARE CONSIDERED TO INDIVIDUALS OR ORGANIZATIONS THAT DO NOT HAVE A FEDERALLY APPROVED TAX EXEMPT STATUS.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADAPTIVE ADVENTURES
    4840 PEARL E CIRCLE
    BOULDER,CO80301     		  EXEMPT CHARITABLE 2,000
    ACE SCHOLARSHIPS
    1201 E COLFAX AVE 302
    DENVER,CO80218     		  EXEMPT CHARITABLE 2,000
    ADAMS CAMP
    6767 S SPRUCE ST
    CENTENNIAL,CO80112     		  EXEMPT CHARITABLE 1,000
    ARAPAHOE HOUSE
    8801 LIPAN ST
    THORNTON,CO80260     		  EXEMPT CHARITABLE 1,500
    ARAPAHOE PHILHARMONIC
    2100 W LITTLETON BLVD
    LITTLETON,CO80120     		  EXEMPT CHARITABLE 2,000
    ARUPE JESUIT HIGH SCHOOL
    4343 UTICA ST
    DENVER,CO80212     		  EXEMPT CHARITABLE 2,500
    BAYAUD INDUSTRIES
    333 W BAYAUD AVE
    DENVER,CO80203     		  EXEMPT CHARITABLE 7,500
    BOYS HOPE
    7060 E HAMPDEN 203
    DENVER,CO80237     		  EXEMPT CHARITABLE 1,000
    BRAIN INJURY ALLIANCE
    4200 W CONEJOS PL
    DENVER,CO80204     		  EXEMPT CHARITABLE 1,000
    BROTHERS REDEVELOPMENT
    2250 EATON ST B
    DENVER,CO80214     		  EXEMPT CHARITABLE 1,000
    CANCER LEAGUE
    P O BOX 5373
    ENGLEWOOD,CO80155     		  EXEMPT CHARITABLE 700
    CARMEL OF THE MONASTARY
    6138 S GALLUP ST
    LITTLETON,CO80120     		  EXEMPT CHARITABLE 500
    CATHOLIC CHARITIES
    4045 PECOS ST
    DENVER,CO80211     		  EXEMPT CHARITABLE 1,000
    CENTRAL CITY OPERA
    400 S COLORADO BLVD
    DENVER,CO80246     		  EXEMPT CHARITABLE 1,500
    CHILDRENS MUSEUM
    2121 MUSEUM DR
    DENVER,CO80211     		  EXEMPT CHARITABLE 2,720
    COLORADO COALITION FOR HOMELESS
    2111 CHAMPA ST
    DENVER,CO80205     		  EXEMPT CHARITABLE 500
    COLO DOMINICAN VOCATION
    3005 WEST 29TH AVE
    DENVER,CO80211     		  EXEMPT CHARITABLE 3,800
    COLO THERAPEUTIC CTR
    11968 MINERAL RD
    LONGMONT,CO80504     		  EXEMPT CHARITABLE 7,000
    COLORADO ACADEMY
    3800 S PIERCE ST
    DENVER,CO80235     		  EXEMPT CHARITABLE 500
    DENVER ACADEMY
    4400 EAST ILIFF AVE
    DENVER,CO80222     		  EXEMPT CHARITABLE 34,000
    DENVER BRASS
    2253 DOWNING ST
    DENVER,CO80205     		  EXEMPT CHARITABLE 1,000
    DUMB FRIENDS LEAGUE
    2080 S QUEBEC ST
    DENVER,CO80231     		  EXEMPT CHARITABLE 5,500
    DENVER RESCUE MISSION
    PO BOX 5206
    DENVER,CO80217     		  EXEMPT CHARITABLE 2,500
    DENVER HOSPICE
    501 CHERRY ST
    DENVER,CO80246     		  EXEMPT CHARITABLE 2,500
    DENVER ZOO
    PO BOX 17745
    DENVER,CO80217     		  EXEMPT CHARITABLE 700
    ENGLISH SPRINGER RESCUE
    33291 GREENWOOD DR
    LAKE ELSINORE,CA92530     		  EXEMPT CHARITABLE 500
    ESCUELA DE GUADALUPE
    3401 PECOS ST
    DENVER,CO80211     		  EXEMPT CHARITABLE 9,000
    EXEMPLA LUTHERAN HOSPICE
    3210 N LUTHERAN PKWY
    WHEAT RIDGE,CO80033     		  EXEMPT CHARITABLE 1,000
    FATHER WOODY'S HAVEN
    1101 WEST 7TH AVE
    DENVER,CO80204     		  EXEMPT CHARITABLE 1,000
    FOOTHILLS ANIMAL CENTER
    580 MCINTYRE ST
    GOLDEN,CO80401     		  EXEMPT CHARITABLE 2,000
    FREEDOM SERVICE DOGS
    2000 WEST UNION
    ENGLEWOOD,CO80110     		  EXEMPT CHARITABLE 1,000
    GATEWAY - BATTERED WOMEN
    PO BOX 914
    AURORA,CO80040     		  EXEMPT CHARITABLE 2,500
    GEORGE WASHINGTON UNIV
    2121 EYE ST NW
    WASHINGTON,DC20052     		  EXEMPT CHARITABLE 2,000
    GRALAND SCHOOL
    55 CLERMONT ST
    DENVER,CO80220     		  EXEMPT CHARITABLE 500
    HAVERN CENTER
    4000 S WADSWORTH BLVD
    LITTLETON,CO80123     		  EXEMPT CHARITABLE 15,000
    HAVERN SCHOOL
    4000 S WADSWORTH BLVD
    LITTLETON,CO80123     		  EXEMPT CHARITABLE 2,900
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		  EXEMPT CHARITABLE 1,000
    HOME HEALTH CARE
    3680 S GALAPAGO ST
    ENGLEWOOD,CO80110     		  EXEMPT CHARITABLE 2,000
    HOSPICE OF ST JOHN
    1320 EVERETT COURT
    LAKEWOOD,CO80215     		  EXEMPT CHARITABLE 4,750
    J K MULLEN HIGH SCHOOL
    3601 S LOWELL BLVD
    DENVER,CO80236     		  EXEMPT CHARITABLE 47,450
    JUNIOR ACHIEVEMENT
    1445 MARKET ST
    DENVER,CO80202     		  EXEMPT CHARITABLE 2,500
    LITTLE SISTERS OF POOR
    36209 WEST 39TH AVE
    DENVER,CO80211     		  EXEMPT CHARITABLE 17,420
    LOYOLA UNIVERSITY
    7214 ST CHARLES AVE
    NEW ORLEANS,LA70118     		  EXEMPT CHARITABLE 1,000
    NATL SPORTS CENTER FOR DISABLED
    1801 MILE HIGH STADIUM CR
    DENVER,CO80204     		  EXEMPT CHARITABLE 1,000
    NATL TRUST HISTORIC PRESERVATION
    535 16TH ST
    DENVER,CO80202     		  EXEMPT CHARITABLE 1,500
    PARK PEOPLE
    715 S FRANKLIN ST
    DENVER,CO80209     		  EXEMPT CHARITABLE 10,000
    PRAYING HANDS RANCH
    4825 DALEY CIRCLE
    PARKER,CO80138     		  EXEMPT CHARITABLE 1,000
    RAYMOND WENTZ FOUNDATION
    7780 S BROADWAY
    LITTLETON,CO80122     		  EXEMPT CHARITABLE 2,000
    RECORDING FOR THE BLIND
    1355 S COLO BLVD
    DENVER,CO80222     		  EXEMPT CHARITABLE 2,500
    REGIS JESUIT HIGH SCHOOL
    6300 S LEWISTON WAY
    AURORA,CO80016     		  EXEMPT CHARITABLE 6,950
    REGIS UNIVERSITY
    3333 REGIS BLVD
    DENVER,CO80221     		  EXEMPT CHARITABLE 10,000
    RCKY MTN MS CENTER
    701 E HAMPDEN AVE
    ENGLEWOOD,CO80113     		  EXEMPT CHARITABLE 7,630
    SACRED HEART PARISH
    2760 LARIMER ST
    DENVER,CO80205     		  EXEMPT CHARITABLE 1,500
    SACRED HEART HOUSE
    2844 LAWRENCE ST
    DENVER,CO80205     		  EXEMPT CHARITABLE 6,000
    SAFEHOUSE DENVER
    1649 DOWNING ST
    DENVER,CO80218     		  EXEMPT CHARITABLE 2,500
    SAMARITAN HOUSE
    4045 PECOS ST
    DENVER,CO80205     		  EXEMPT CHARITABLE 5,000
    SENIOR RESOURCE CTR
    3227 CHASE ST
    DENVER,CO80212     		  EXEMPT CHARITABLE 2,000
    SEWALL CHILD DEVELOPMENT
    1360 VINE ST
    DENVER,CO80206     		  EXEMPT CHARITABLE 2,000
    SISTERS OF LORETTO
    4000 S WADSWORTH BLVD
    LITTLETON,CO80123     		  EXEMPT CHARITABLE 3,000
    ST ANNE'S SCHOOL
    2701 S YORK ST
    DENVER,CO80210     		  EXEMPT CHARITABLE 500
    ST DOMINIC'S PARISH
    3053 W 29TH AVE
    DENVER,CO80211     		  EXEMPT CHARITABLE 3,000
    ST JOSEPH HOSP FND
    1835 FRANKLIN ST
    DENVER,CO80218     		  EXEMPT CHARITABLE 5,000
    ST JOSEPH PARISH
    101 N HOWEST ST
    FT COLLINS,CO80521     		  EXEMPT CHARITABLE 1,000
    STEP 13
    2029 LARIMER ST
    DENVER,CO80205     		  EXEMPT CHARITABLE 3,000
    WOMENS BEAN PROJECT
    3201 CURTIS ST
    DENVER,CO80205     		  EXEMPT CHARITABLE 2,500
    Total .................................bullet 3a 279,020
    bApproved for future payment
    LITTLE SISTERS OF POOR
    36209 W 39TH AVE
    DENVER,CO80211     		  EXEMPT CHARITABLE 10,000
    FOOTHILLS ANIMAL FOUNDATION
    580 MCINTYRE ST
    GOLDEN,CO80401     		  EXEMPT CHARITABLE 2,000
    J K MULLEN HIGH SCHOOL
    3601 S LOWELL BLVD
    DENVER,CO80236     		  EXEMPT CHARITABLE 35,000
    DENVER ACADEMY
    4400 E ILIFF AVE
    DENVER,CO80222     		  EXEMPT CHARITABLE 30,000
    Total .................................bullet 3b 77,000
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 6,459  
    4 Dividends and interest from securities....     14 140,113  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 240  
    8Gain or (loss) from sales of assets other than inventory     18 28,320 238,220
    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)..   175,132 238,220
    13Total. Add line 12, columns (b), (d), and (e)..................
    13413,352
    (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 (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING NECESSARY FOR        
    INVESTMENTS & EXEMPT FUNCTIONS 10,452 1,175   9,277

    TY 2012 CompensationExplanation
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Person Name Explanation
    JOHN F MALO  
    JOHN WECKBAUGH  
    WALTER WECKBAUGH  
    TIMOTHY O'CONNOR  
    J KENNETH MALO JR  
    SHEILA SEVIER  
    MARCUS SEVIER  
    KATHLEEN MALO  
    HEATHER WHITMAN  

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

    TY 2012 DepreciationSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    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
    COMPUTER 2013-01-31 1,325   STRAIGHT LINE 5.0000 132      
    FURNITURE 2013-04-30 1,341   STRAIGHT LINE 5.0000 68      
    FURNITURE 2013-07-31 832   STRAIGHT LINE 5.0000        

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    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    DUPONT 2012-01 PURCHASE 2012-11   25,859 28,962     -3,103  
    HUSSMAN STRATEGIC GROWTH 2011-11 PURCHASE 2012-08   15,787 18,000     -2,213  
    JUNIPER NETWORKS 2012-03 PURCHASE 2012-08   16,791 19,075     -2,284  
    TOWER GROUP 2013-02 PURCHASE 2013-03   8,026 7,911     115  
    VANGUARD ST INVESTMENT 2012-08 PURCHASE 2012-08   145 145        
    VANGUARD ST INVESTMENT 2011-12 PURCHASE 2012-08   4,855 4,773     82  
    VANGUARD ST INVESTMENT 2012-11 PURCHASE 2012-11   362 362        
    VANGUARD ST INVESTMENT 2011-12 PURCHASE 2012-11   65,701 64,250     1,451  
    VANGUARD ST INVESTMENT 2012-12 PURCHASE 2012-12   97 97        
    TOWER GROUP 2013-03 PURCHASE 2012-03   15 15        
    WILLIS GROUP HOLDINGS 2012-02 PURCHASE 2012-12   6,771 7,885     -1,114  
    WILLIS GROUP HOLDINGS 2012-02 PURCHASE 2012-12   6,732 7,835     -1,103  
    APPLE COMPUTER 2011-04 PURCHASE 2013-05   23,324 18,005     5,319  
    APPLE COMPUTER 2011-04 PURCHASE 2013-07   19,767 16,023     3,744  
    WM BLAIR INTL GROWTH 2003-06 PURCHASE 2012-11   15,000 9,755     5,245  
    CALAMOS MKT NEUT 2010-10 PURCHASE 2013-03   15,000 13,674     1,326  
    CELGENE CORP 2001-05 PURCHASE 2013-01   108,085 6,705     101,380  
    CELGENE CORP 2002-04 PURCHASE 2013-04   97,150 4,720     92,430  
    CREDIT SUISSE COMM RET 2007-05 PURCHASE 2012-11   25,000 35,182     -10,182  
    DIAMOND HILL 2011-11 PURCHASE 2013-03   15,000 12,291     2,709  
    EQT CORP 2008-02 PURCHASE 2013-07   16,372 11,663     4,709  
    EMERITUS CORP 2007-06 PURCHASE 2013-05   10,669 12,400     -1,731  
    EMERITUS CORP 2007-06 PURCHASE 2013-05   8,007 9,300     -1,293  
    EMERITUS CORP 2007-06 PURCHASE 2013-05   2,610 3,100     -490  
    EMERITUS CORP 2007-06 PURCHASE 2013-05   2,601 3,100     -499  
    EMERITUS CORP 2007-06 PURCHASE 2013-05   5,028 6,200     -1,172  
    EMERITUS CORP 2007-06 PURCHASE 2013-05   4,919 6,200     -1,281  
    FIDELITY LEVERAGED STK 2010-10 PURCHASE 2012-11   16,000 12,650     3,350  
    HARBOR INTL 2010-10 PURCHASE 2012-11   15,000 14,424     576  
    HUSSMAN STRATEGIC GROWTH 2010-10 PURCHASE 2012-08   44,797 52,500     -7,703  
    ISHARES RUSSELL MIDCAP 2003-12 PURCHASE 2012-11   10,967 6,368     4,599  
    ISHARES S & P MIDCAP 2006-08 PURCHASE 2012-11   24,771 21,570     3,201  
    MASTERCARD INC 2009-07 PURCHASE 2012-11   24,478 9,658     14,820  
    MERGER FUND 2011-11 PURCHASE 2013-03   50,000 50,243     -243  
    MORGAN STANLEY 2008-02 PURCHASE 2013-03   25,000 25,534     -534  
    NEWFIELD EXPL 2008-02 PURCHASE 2012-11   9,676 20,674     -10,998  
    OMNICARE INC 2011-02 PURCHASE 2013-03   18,882 13,785     5,097  
    OMNICARE INC 2011-02 PURCHASE 2013-03   26,499 19,298     7,201  
    PEABODY ENERGY 2004-04 PURCHASE 2012-12   4,914 2,114     2,800  
    STANLEY BLACK & DECKER 2011-07 PURCHASE 2013-07   16,199 15,106     1,093  
    STANLEY BLACK & DECKER 2012-02 PURCHASE 2013-07   24,552 22,533     2,019  
    STILLWATER MNG 2011-04 PURCHASE 2013-07   12,576 24,072     -11,496  
    STILLWATER MNG 2010-12 PURCHASE 2013-07   2,287 4,222     -1,935  
    STILLWATER MNG 2010-12 PURCHASE 2013-07   1,149 2,111     -962  
    STILLWATER MNG 2010-12 PURCHASE 2013-07   7,996 14,778     -6,782  
    STILLWATER MNG 2010-12 PURCHASE 2013-07   5,978 10,492     -4,514  
    TOWER GROUP 2009-12 PURCHASE 2013-03   24,079 29,023     -4,944  
    VANGUARD DEV MKTS 2001-10 PURCHASE 2012-08   50,000 38,636     11,364  
    VANGUARD INSTITUTIONAL INDEX 2002-02 PURCHASE 2012-11   10,000 7,862     2,138  
    VANGUARD SMALLCAP VALUE 2009-04 PURCHASE 2012-11   12,000 6,492     5,508  
    VANGUARD MIDCAP INDX 2001-04 PURCHASE 2012-11   12,000 6,313     5,687  
    VANGUARD INDEX GRTH 2002-02 PURCHASE 2012-11   11,000 7,869     3,131  
    VANGUARD SMALLCAP INDX 2011-03 PURCHASE 2012-11   16,000 9,327     6,673  
    VERIZON 2010-12 PURCHASE 2012-12   4,371 3,398     973  
    VERIZON 2010-12 PURCHASE 2013-01   61,068 41,284     19,784  
    WILLIS GROUP 2011-02 PURCHASE 2012-12   20,336 23,156     -2,820  
    WILLIS GROUP 2011-02 PURCHASE 2012-12   6,771 7,679     -908  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VARIOUS CORPORATE BONDS 55,908 55,908

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS CORPORATE STOCKS 795,454 795,454

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    US Government Securities - End of Year Book Value:

    53,258
    US Government Securities - End of Year Fair Market Value:

    53,258
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2012 InvestmentsLandSchedule2
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE & EQPT 9,980 6,683 3,297 3,297

    TY 2012 InvestmentsOtherSchedule2
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VARIOUS MUTUAL FUNDS FMV 4,550,052 4,550,052

    TY 2012 OtherAssetsSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RENT DEPOSIT   600 600


    TY 2012 OtherExpensesSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE 2,906 1,453   1,453
    OFFICE SUPPLIES & EXPENSE 2,299 1,150   1,149
    TELEPHONE 1,926 963   963
    COMPUTER EXPENSE 2,212 1,106   1,106
    DUES 1,191     1,191


    TY 2012 OtherIncomeSchedule2
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC INVESTMENT INCOME 240 240 240


    TY 2012 OtherIncreasesSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Description Amount
    UNREALIZED INCREASE IN ASSETS 493,181
    EXCISE TAX REFUND 4,061


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK & INVESTMENT ADVISOR FEES 37,325 37,325    
    LEGAL 538     538


    TY 2012 TaxesSchedule
    Name:
    J K MULLEN FOUNDATION
    EIN: 84-6002475
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 1,028 514   514
    FOREIGN TAXES 1,407 1,407