Form990-PF
Click to see attachment

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
The Hulston Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)Post Office Box 10226
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Kansas City, MO64171
A Employer identification number

43-1781350
B Telephone number (see instructions)

(816) 931-9963
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$15,392,797J 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) 1,317,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 2,700 2,700 2,700
4 Dividends and interest from securities... 267,000 267,000 267,000
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -6,333
b Gross sales price for all assets on line 6a 2,972,571
7 Capital gain net income (from Part IV, line 2)...  
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........ 1,580,367 269,700 269,700
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 79,500     79,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 4,560 2,280   2,280
b Accounting fees (attach schedule)....... Click to see attachment 3,700 1,850   1,850
c Other professional fees (attach schedule).... Click to see attachment 19,823 19,823    
17 Interest............... 149      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,168 7,168    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,087     2,087
21 Travel, conferences, and meetings....... 3,938     3,938
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 17,228 4,008   13,183
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,153 35,129   102,838
25 Contributions, gifts, grants paid....... 861,746 861,746
26 Total expenses and disbursements. Add lines 24 and 25 999,899 35,129   964,584
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 580,468
b Net investment income (if negative, enter -0-) 234,571
c Adjusted net income (if negative, enter -0-)... 269,700
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......... 1,088,571 928,759 928,759
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..........   579 579
10a Investments—U.S. and state government obligations (attach schedule) 68,554 Click to see attachment49,562 48,812
b Investments—corporate stock (attach schedule)....... 7,955,887 Click to see attachment9,527,698 11,303,970
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).......... 4,018,405 Click to see attachment3,220,296 3,110,677
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,131,417 13,726,894 15,392,797
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.................. 13,131,417 13,726,894
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 instructions)..... 13,131,417 13,726,894
31 Total liabilities and net assets/fund balances (see instructions). 13,131,417 13,726,894
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
13,131,417
2
Enter amount from Part I, line 27a .....................
2
580,468
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15,009
4
Add lines 1, 2, and 3 ..........................
4
13,726,894
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
13,726,894
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Cash in Lieu Becton Dickinson & Co P 2015-03-17 2015-03-17
b Merger CareFusion corp P 2009-08-13 2015-03-17
c Merger Pulse Electronics Corp P 2009-03-02 2015-04-14
d Bankruptcy Corinthian Colleges Inc. P 2010-02-16 2015-09-29
e Merger Advent Software Inc. P 2014-10-06 2015-07-09
6 Burlington Stores Inc. P 2015-03-16 2015-10-12
73 Deckers Outdoor Corp P 2014-10-06 2015-05-15
5 Guidewire Software Inc. P 2015-06-29 2015-10-12
8 IMax Corporation P 2015-01-28 2015-10-12
Merger Informatica Corp P 2015-03-16 2015-08-07
79 Insulet Corp P 2014-10-06 2015-05-15
49 Netscout Systems P 2014-10-06 2015-05-15
52 Neustar Inc. P 2014-06-06 2015-03-16
Merger Petsmart Inc. P 2014-09-04 2015-03-12
Merger Receptos Inc. P 2015-05-15 2015-09-03
2 Sketchers USA Inc. P 2015-05-15 2015-10-12
114 Tenet Healthcare P 2014-09-04 2015-01-06
43 Wuxi Pharmatch P 2015-03-16 2015-12-14
82 Yelp Inc. P 2014-06-06 2015-03-16
111 Zulily Inc. P 2014-06-06 2015-03-16
79 Ablemarle Corp P 2012-06-06 2015-03-16
6 Dolby Lab Inc Cl A P 2012-06-06 2015-10-12
176 Expedia Inc P 2012-06-06 2015-11-06
75 FEI Company P 2012-06-06 2015-03-16
6 Foot Locker Inc P 2014-03-12 2015-10-12
63 Gartner Inc. P 2012-06-18 2015-03-16
334 Gentex Corp P 2013-12-12 2015-05-15
3 Global Payments P 2014-03-14 2015-10-12
5 Heartland Payment Systems P 2012-06-06 2015-10-12
3 IAC InteractiveCorp P 2012-06-06 2015-10-12
Merger Informatica Corp P 2013-01-09 2015-08-07
6 Interactive Brokers Group P 2013-11-13 2015-10-12
268 Keryx Biopharm Inc. P 2013-11-22 2015-10-20
3 Manhattan Associates P 2013-11-13 2015-10-12
72 Netscout Systems P 2014-03-05 2015-05-15
102 Neustar Inc. P 2013-12-12 2015-03-16
Merger Petsmart Inc. P 2012-06-06 2015-03-12
77 Polaris Industries P 2012-06-06 2015-05-15
81 Robert Half International P 2012-07-26 2015-05-15
176 Rovi Corp P 2013-05-21 2015-05-15
5 Total Systems Services P 2012-07-24 2015-10-12
128 United Rentals P 2012-06-06 2015-01-14
62 Universal Health Services P 2012-07-24 2015-10-12
45 Valmont Industries P 2012-06-06 2015-03-16
101 Visteon Corp P 2013-09-19 2015-01-06
7 Wuxi Pharmatch P 2013-10-24 2015-10-12
167 Wuxi Pharmatch P 2013-10-24 2015-12-14
3 Wabtec P 2012-06-06 2015-10-12
122 Whiting Petro Corp P 2013-04-09 2015-05-15
7 Williams Sonoma P 2012-09-19 2015-10-12
13 YY Inc. P 2014-06-04 2015-10-12
62 Signet Jewelers Ltd. P 2012-06-06 2015-10-12
237 XL Group PLC P 2012-06-06 2015-03-16
108 Constellium Hold Co. P 2014-01-24 2015-05-15
2 Core Laboratories P 2014-06-23 2015-10-12
15,000 face MO State Health/Ed Fac Bond P 1994-06-24 2015-06-02
97174.52 JPM Managed Income Fund P 2015-01-01 2015-12-16
25757.568 JPM Managed Income Fund P 2013-12-23 2015-12-16
961 IShares MSCI All Country Asia P 2015-03-10 2015-10-02
103.082 JPM Managed Income Fund P 2015-04-01 2015-12-23
7026.826 Virtus Emergin Markets Opp P 2015-02-01 2015-08-24
6311.36 Blackrock High Yield PT-BLAC P 2013-02-06 2015-12-23
99852.536 JPM Managed Income Fund P 2013-12-23 2015-12-23
6896.552 Pimco Commodity Strategy P 2013-02-06 2015-11-20
21652.239 Ridgeworth SIEX Floating P 2013-02-06 2015-12-23
2449.265 T Rowe Price New Asia P 2013-02-06 2015-09-01
3953.188 Virtus Emergin Markets Opp P 2013-08-15 2015-08-24
Liquid. Settle. BOA Securities Litigation P 1999-01-01 2015-08-31
Capital Gain Dividends      
(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 74   75 -1
b 22,821   7,082 15,739
c 1,128   12,528 -11,400
d     25,786 -25,786
e 7,567   5,554 2,013
307   351 -44
5,280   6,451 -1,171
270   267 3
294   266 28
3,900   3,501 399
2,131   3,144 -1,013
1,969   2,231 -262
1,143   1,439 -296
2,573   2,241 332
6,264   4,582 1,682
262   201 61
5,497   6,597 -1,100
1,976   1,488 488
3,776   5,323 -1,547
1,432   3,847 -2,415
4,163   4,769 -606
204   254 -50
22,017   8,168 13,849
5,742   3,390 2,352
425   273 152
5,131   2,761 2,370
5,825   4,996 829
404   213 191
337   143 194
214   137 77
5,948   4,818 1,130
233   140 93
1,269   3,815 -2,546
196   83 113
2,893   2,741 152
2,241   4,890 -2,649
10,873   8,598 2,275
10,756   5,798 4,958
4,628   2,139 2,489
2,985   4,420 -1,435
245   118 127
10,623   4,183 6,440
8,307   2,389 5,918
5,598   5,399 199
10,374   7,513 2,861
308   213 95
7,674   5,208 2,466
283   108 175
4,146   5,985 -1,839
540   307 233
741   837 -96
7,848   2,716 5,132
8,692   5,142 3,550
1,718   2,540 -822
232   330 -98
15,000   15,000  
972,230   972,718 -488
257,770   257,833 -63
52,061   58,903 -6,842
1,032   1,032  
60,852   70,000 -9,148
45,000   51,374 -6,374
999,522   999,524 -2
40,000   78,759 -38,759
178,630   195,303 -16,673
35,000   41,466 -6,466
34,235   38,504 -4,269
8,186     8,186
      50,576
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       -1
b       15,739
c       -11,400
d       -25,786
e       2,013
      -44
      -1,171
      3
      28
      399
      -1,013
      -262
      -296
      332
      1,682
      61
      -1,100
      488
      -1,547
      -2,415
      -606
      -50
      13,849
      2,352
      152
      2,370
      829
      191
      194
      77
      1,130
      93
      -2,546
      113
      152
      -2,649
      2,275
      4,958
      2,489
      -1,435
      127
      6,440
      5,918
      199
      2,861
      95
      2,466
      175
      -1,839
      233
      -96
      5,132
      3,550
      -822
      -98
       
      -488
      -63
      -6,842
       
      -9,148
      -6,374
      -2
      -38,759
      -16,673
      -6,466
      -4,269
      8,186
       
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 -6,333
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 -19,321
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 756,367 14,317,862 0.05283
2013 561,860 12,161,965 0.04620
2012 523,327 10,609,646 0.04933
2011 289,065 8,851,651 0.03266
2010 232,518 7,611,386 0.03055
2
Total of line 1, column (d) .....................
20.211557
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
0.042311
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
15,168,761
5
Multiply line 4 by line 3......................
5
641,805
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,346
7
Add lines 5 and 6........................
7
644,151
8
Enter qualifying distributions from Part XII, line 4.............
8
964,584
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 2,346
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 2,346
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 2,346
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 53
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,399
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
 
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
 
No
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)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJohn L Hulston Telephone no.bullet (816) 931-9963

    Located atbulletPost Office Box 10226Kansas CityMO ZIP+4bullet641710226
    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
     
    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 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    John L Hulston Pres./trustee
    5.00     		0    
    406 W 34th Street 600
    Kansas City,MO64111
    Lorrie Hulston Corvin Sec./trustee
    20.00     		38,000    
    406 W 34th Street 600
    Kansas City,MO64111
    John Patrick Hulston Treas/trustee
    20.00     		38,000    
    406 W 34th Street 600
    Kansas City,MO64111
    Joseph Fred Hulston Trustee
    5.00     		3,500    
    406 W 34th Street 600
    Kansas City,MO64111
    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 The foundation's only charitable activity is making grants to organizations that are organized and operated exclusively for charitable, religious, scientific, literary or educational purposes and/or grants to IRS Section 501(c)(3) organizations. 102,987
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    14,231,694
    b
    Average of monthly cash balances.......................
    1b
    1,168,063
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,399,757
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    15,399,757
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    230,996
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,168,761
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    758,438
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    758,438
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,346
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,346
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    756,092
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    756,092
    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
    756,092
    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
    964,584
    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
    964,584
    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
    2,346
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    962,238
    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 7 756,092
    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......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 47,014
    fTotal of lines 3a through e........ 47,014
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 964,584
    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)........     		0
    d Applied to 2015 distributable amount..... 756,092
    e Remaining amount distributed out of corpus 208,492
    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 5 255,506
    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) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		255,506
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 47,014
    e Excess from 2015.... 208,492
    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
    Foundation for Spfld Public Schools
    1131 N Boonville Ave
    Springfield,MO65802     		None EOF Robberson Community School Project 5,000
    Community Foundation of the Ozarks
    426 E Trafficway
    Springfield,MO65806     		None EOF Donor Advised Fund 350,000
    The Hope Therapeutic Horsemanship C
    2019 E Harvest Circle
    Perryville,MO63775     		None PC Operations 5,000
    Foster Care to Success
    21351 Gentry Drive Suite 130
    Sterling,VA20166     		None PC Operations 30,000
    The Kitchen Inc
    1630 N Jefferson
    Springfield,MO65803     		None PC Operations 20,000
    Center for Biological Diversity
    P O Box 710
    Tucson,AZ85702     		None PC Operations 5,000
    Ozarks Food Harvest
    2810 N Cedarbrook Ave
    Springfield,MO65803     		None PC Operations 15,000
    CASA of SW Missouri
    1111 S Glenstone Ave
    Springfield,MO65804     		None PC Operations 25,000
    Lost and Found Grief Center
    1555 S Glenstone Ave
    Springfield,MO65804     		None PC Operations 20,000
    Midwest Foster Care Adoption Assn
    18600 E 37th Terrace S
    Independence,MO64057     		None PC Operations 25,000
    Missouri Prairie Foundation
    Post Office Box 856
    Mexico,MO65265     		None PC Operations 10,000
    Missouri River Relief
    812 E Broadway
    Columbia,MO65201     		None PC Operations 10,000
    Greater Kansas City Community Fdn
    1055 Broadway Blvd 130
    Kansas City,MO64105     		None EOF Donor Advised Fund 125,221
    Ozarks Area Community Action Corp
    215 S Barnes Ave
    Springfield,MO65802     		None PC Foster Grandparent Program 10,000
    AXYS formerly Klinefelter Assn KSA
    11 Keats Court
    Coto de Caza,CA92679     		None PC Operations 10,000
    Wikimedia Foundation
    149 New Montgomery St 6th Floor
    San Francisco,CA94105     		None EOF Operations 2,500
    Natl World War I MuseumLiberty Memo
    100 W 26th Street
    Kansas City,MO64108     		None PC Operations 2,500
    Special Operations Warrior Foundati
    PO Box 89367
    Tampa,FL33689     		None EOF Operations 2,500
    Camp Encourage
    208 W Linwood Blvd
    Kansas City,MO64111     		None PC Operations 2,000
    Univ MO Law School Foundation
    203 Hulston Hall
    Columbia,MO65211     		None EOF Veterans Clinics 50,000
    African Wildlife Foundation
    1400 Sixteenth Street NW Ste 120
    Washington,DC20036     		None EOF Operations 10,000
    Springfield Symphony Orchestra
    411 N Sherman Parkway
    Springfield,MO65802     		None PC Operations 5,000
    Nelson-Atkins Museum of Art
    4525 Oak Street
    Kansas City,MO64111     		None PC Operations 2,500
    American Friends of the Hebrew Univ
    One Battery Park Plaza 25th Floor
    New York,NY10004     		None PC Operations 2,500
    The Kitchen Inc
    1630 N Jefferson
    Springfield,MO65802     		None PC Special Programs 30,000
    Univ MO Law School Foundation
    203 Hulston Hall
    Columbia,MO65211     		None EOF Scholarships 8,000
    Ozarks Literacy Council
    397 E Central Street
    Springfield,MO65802     		None PC Operations 5,000
    Community FoundationCause Momentum
    426 E Trafficway
    Springfield,MO65803     		None EOF Designated Funds 5,175
    Children's Haven of Southwest MO
    711 S Picher Ave
    Joplin,MO64801     		None PC Operations 10,000
    Good Samaritan Boy's Ranch
    Post Office Box 617
    Brighton,MO65617     		None PC Footsteps Transitional Program 10,000
    Missouri River Relief
    812 E Broadway
    Columbia,MO65201     		None PC Box Truck Grant 35,000
    Ozarks Trail Council Boy Scouts Ame
    1616 S Eastgate Ave
    Springfield,MO65809     		None PC Operations 13,850
    Total .................................bullet 3a 861,746
    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 2,700  
    4 Dividends and interest from securities....     14 267,000  
    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 ............     		      50,576 -56,909
    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)..   320,276 -56,909
    13Total. Add line 12, columns (b), (d), and (e)..................
    13263,367
    (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: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    The Hulston Family Foundation
     
    Employer identification number

    43-1781350
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    The Hulston Family Foundation
          		Employer identification number
    43-1781350
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    John K Hulston CLAT  
    P O Box 10266
     
    Kansas City, MO641710226

    		$ 1,317,000


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    The Hulston Family Foundation
          		Employer identification number

    43-1781350
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    The Hulston Family Foundation
          		Employer identification number

    43-1781350
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0

    TY 2015 AccountingFeesSchedule
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      3,700 1,850 0 1,850

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Wells Fargo - stocks 5,363,864 7,469,513
    Springfield Tablet Mfg. 42,700 42,700
    Stifel 2003 - mutual funds 15,764 13,470
    Stifel 0802 - stocks 433,738 520,755
    Wells Fargo - mutual funds 1,343,998 1,055,570
    JP Morgan 45003 - fixed income 423,625 398,759
    JP Morgan 16002 - equities 499,970 505,548
    JP Morgan 45003 - equities 1,404,039 1,297,655

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    49,562
    State & Local Government Securities - End of Year Fair Market Value:


    48,812


    TY 2015 InvestmentsOtherSchedule2
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    JP Morgan 16002 - fixed income funds AT COST 1,666,766 1,666,416
    JP Morgan 16002 - LP Interest AT COST 257,289 287,798
    JP Morgan 16002 - alternative assets AT COST 1,050,000 1,034,335
    JP Morgan 45003 - alternative assets AT COST 246,241 122,128

    TY 2015 LegalFeesSchedule
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      4,560 2,280 0 2,280


    TY 2015 OtherExpensesSchedule
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank charges 244     244
    Bond premium amortization 4,008 4,008    
    Fines and penalties 73     36
    Guidestar reference material 1,500     1,500
    Postage 260     260
    Software training 10,500     10,500
    Website fees 643     643


    TY 2015 OtherIncreasesSchedule
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Amount
    Nontaxable return of capital on stocks 10,008
    Prior period increase to tax cost 4,592
    Tax exempt interest 394
    Tax exempt OID 15


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Mgt. Fees 17,520 17,520 0 0
    Misc. Investment Fees 2,303 2,303 0 0


    TY 2015 TaxesSchedule
    Name:
    The Hulston Family Foundation
    EIN:
    43-1781350
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR fees 4 4    
    Federal excise taxes 3,270 3,270    
    Foreign taxes 3,894 3,894