Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MULLINIX FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)145 TERRACE TRAIL SOUTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE QUIVIRA, KS66217
A Employer identification number

87-4027501
B Telephone number (see instructions)

(913) 568-6665
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$28,411,901J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,189,228 1,189,228  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -154,828
b Gross sales price for all assets on line 6a 1,351,237
7 Capital gain net income (from Part IV, line 2)... 0
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........ 1,034,400 1,189,228  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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
List of Attached Documents:
// Content
9,020 6,765   2,255
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,067 264   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,380 24,380   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,467 31,409   2,255
25 Contributions, gifts, grants paid....... 1,453,175 1,453,175
26 Total expenses and disbursements. Add lines 24 and 25 1,489,642 31,409   1,455,430
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -455,242
b Net investment income (if negative, enter -0-) 1,157,819
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 21,423,505 22,195,977 22,195,977
2 Savings and temporary cash investments......... 1,220,739    
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,898,748 Click to see attachment
List of Attached Documents:
// Content
5,887,946 		6,215,924
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,542,992 28,083,923 28,411,901
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 28,542,992 28,083,923
29 Total net assets or fund balances (see instructions)..... 28,542,992 28,083,923
30 Total liabilities and net assets/fund balances (see instructions). 28,542,992 28,083,923
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
28,542,992
2
Enter amount from Part I, line 27a .....................
2
-455,242
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
28,087,750
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,827
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,083,923
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 1,350,320   1,506,065 -155,745
b 917     917
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       -155,745
b       917
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 -154,828
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 16,094
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 16,094
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,094
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 156
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 16,250
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKS
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrowN/A
14
The books are in care ofright arrowTHOMAS MULLINIX Telephone no.right arrow (913) 123-4567

Located atright arrow145 TERRACE TRAIL SOUTHLAKE QUIVIRAKS ZIP+4right arrow66217
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
THOMAS M MULLINIX PRESIDENT/DIRECTOR
0.50 		0 0 0
145 TERRACE TRAIL SOUTH
LAKE QUIVIRA,KS66217
CONSTANCE B MULLINIX VICE PRESIDENT/DIRECTOR
0.50 		0 0 0
145 TERRACE TRAIL SOUTH
LAKE QUIVIRA,KS66217
AMY DEVINE SECRETARY/DIRECTOR
0.50 		0 0 0
6140 W 177TH TERRACE
STILLWELL,KS66085
THOMAS B MULLINIX TREASURER/DIRECTOR
0.50 		0 0 0
14550 CRABAPPLE ROAD
GOLDEN,CO80401
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-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 NOT APPLICABLE 0
2 NOT APPLICABLE 0
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
5,753,459
b
Average of monthly cash balances.......................
1b
22,131,372
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
27,884,831
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
0
3
Subtract line 2 from line 1d.........................
3
27,884,831
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
418,272
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,466,559
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,373,328
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,373,328
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,094
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,094
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,357,234
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,357,234
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,357,234
Part XI
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
1,455,430
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
1,455,430
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,357,234
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 68,462
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,455,430
a Applied to 2022, but not more than line 2a 68,462
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,357,234
e Remaining amount distributed out of corpus 29,734
5 Excess distributions carryover applied to 2023. 0 0
(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 29,734
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		29,734
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 29,734
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
THOMAS M MULLINIX
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMETHYST PLACE INC

2735A TROOST AVE
KANSAS CITY,MO64109 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 100,000

FOSTER ADOPT CONNECT INC

18600 E 37TH TERRACE
INDEPENDENCE,MO64057 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 250,000

HILLCREST MINISTRIES OF MIDAMERICA

PO BOX 901924
KANSAS CITY,MO64190 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 100,000

THREE DOG NIGHT CHARITIES

10849 BARTON
OVERLAND PARK,KS66214 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 325,000

CHILDREN'S HOSPITAL COLORADO FOUNDATION

13123 E 16TH AVENUE BOX 045
AURORA,CO80045 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 50,000

ARMS OF GRACE INC

520 S HARRISON ST
OLATHE,KS66061 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 100,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 25,000

BAND OF ANGELS CORP

11890 WEST 135THS ST
OVERLAND PARK,KS66213 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 10,000

GIVING THE BASICS WICHITA INC

10921 E 26TH ST N
WICHITA,KS67226 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 35,000

BASE ACADEMY OF MUSIC KC

31 W 31ST STREET
KANSAS CITY,MO64108 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 10,000

HAPPYBOTTOMS

1941 CENTRAL
KANSAS CITY,MO64108 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 25,000

OPERATION BREAKTHROUGH INC

3039 TROOST AVE
KANSAS CITY,MO64109 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 225,000

GLOBAL CARE FORCE INC

800 W FRONTIER LANE
OLATHE,KS66061 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 36,175

ROSE BROOKS CENTER INC

PO BOX 320599
KANSAS CITY,MO64132 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 50,000

CROSSLINES MINISTRY INC

141 LAWSON AVE PO BOX 344
LEBANON,MO65536 		  PC FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 112,000
Total .................................right arrow 3a 1,453,175
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     18 1,189,228  
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 ............ 		    01 -154,828  
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) .. 0 1,034,400 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,034,400
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 NOT APPLICABLE
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,020 6,765   2,255

TY 2023 AllOthProgRltdInvestmentsSch
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Category Amount
NONE 0

TY 2023 InvestmentsCorpStockSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Name of Stock End of Year Book Value End of Year Fair Market Value
ANSYS INC 23,597 27,216
AAR CORP 14,132 15,662
ACADIA PHARMACUTICAL INC 34,525 43,928
ADOBE INC 13,488 19,091
AGILENT TECHNOLOGIES INC 9,350 10,288
AGILITI INC 16,465 7,286
ALCON SA ACT NOM 11,050 11,484
ALIGN TECH INC DEL COM 7,379 8,220
ALNYLAM PHARMACEUTICALS 4,617 5,551
ALPHABET INC SHS CLA 13,415 16,344
AMAZON COM INC COM 13,070 15,650
AMERIPRISE FINL INC 12,409 16,333
AMETEK INC NEW 7,049 8,904
AMGEN INC COM 10,713 12,961
AMPHENOL CORP CL A NEW 19,910 23,296
APPLE INC 31,138 36,196
APPLOVIN CORP COM 3,216 3,228
ARISTA NETWORKS INC 5,213 7,536
ARM HLDGS PLC 3,093 4,283
ASHLAND INC 9,312 8,009
ATMOS ENERGY CORP 12,662 12,633
AUTODESK INC 9,548 12,661
BALL CORP 12,474 10,124
BIOGEN INC 6,445 6,469
BIOMARIN PHARMACEUTICALS 5,978 5,978
BLACK HILLS CORP 5,923 4,262
BLACKROCK INC 11,968 13,801
BLACKSTONE INC 12,539 14,401
BOEING COMPANY 11,541 14,076
BOOT BARN HOLDINGS INC 7,283 7,292
BOSTON SCIENTIFIC CORP 11,218 13,238
BROADCOM INC 5,634 11,163
CACTUS INC 12,876 11,032
CADRE HOLDINGS INC 2,817 2,796
CAPITAL ONE FINL 14,526 15,210
CASELLA WASTE SYS INC A 41,785 42,388
CENCORA INC 12,617 13,966
CHAMPIONX 9,676 11,626
CHART INDS INC 4,755 4,772
CHENIERE ENERGY 6,971 8,877
CHESAPEAKE ENERGY CORP 2,397 2,231
CIE GENERALE DES 9,535 10,596
CINEMARK HLDGS INC 6,021 5,143
CLOUDFLARE INC REG SHS 3,221 3,164
COCA COLA COM 13,024 12,316
COLUMBIA BKG SYS INC 11,364 11,019
COLUMBUS MCKINNON CP N.Y 11,196 11,199
COMMERCE BANCSHARES 6,678 5,661
COMMVAULT SYS INC 6,490 8,145
CONOCOPHILLIPS 5,914 6,964
CONSTELLATION BRANDS INC 9,853 9,912
COOPER COS INC 5,345 6,055
CORE LABORATORIES INC 10,816 8,177
CORTEVA INC REG SHS 18,260 15,191
COSTAR GROUP INC COM 10,163 12,934
COSTCO WHOLESALE CRP DEL 17,775 21,783
COTERRA ENERGY INC 11,626 10,514
CROWDSTRIKE HLDGS INC 8,820 17,362
CROWN CASTLE INC 13,811 8,870
CTS CORPORATION 9,162 11,066
CULLEN FIRST BKRS 10,809 8,571
CUMMINS INC 5,184 6,229
CVB FINCL CORP 9,298 10,317
DANAHER CORP 12,489 12,492
DATADOG INC 10,276 12,866
DEFINITIVE HEALTHCARE 22,613 12,027
DENNYS CORP 9,062 7,420
DEXCOM INC 10,747 13,898
DIODES INC 6,407 6,120
DISCOVER FINL SVCS 5,979 7,306
DOCUSIGN INC 4,922 5,351
DOMINOS PIZZA INC 8,862 10,306
DRIL QUIP 8,990 7,446
DYCOM INDS INC 7,385 9,552
DYNATRACE INC REG SHS 7,858 9,954
EAGLE MATERIALS INC 9,667 15,010
ECOLAB INC 11,037 12,496
EDGEWELL PERS CARE CO 5,573 5,751
ELEMENT SOLUTIONS INC 7,336 8,678
ELI LILLV & CO 9,109 9,910
ENOVIS CORP 9,227 9,131
ENPHASEENERGYINC 9,864 7,268
ENPROINC 6,165 10,031
ENTEGRIS INC MINNESOTA 3,320 3,834
EQTY LIFESTYLS PPTYS INC 10,197 9,735
EQUIFAX INC 8,883 10,633
ETSY INC SHS 7,172 7,538
EXACT SCIENCES CORP COM 5,157 5,105
EXPEDIA GROUP INC 11,243 11,536
EXXON MOBIL CORP 16,101 13,997
F NB CORP 10,267 11,567
FAIR ISAAC CORPORATION 8,179 11,640
FERRARI NV 6,369 7,107
FIDELITY NATL INFO SVCS 3,048 3,184
FIRST FINANCIAL BANCORP 7,582 8,099
FIRST INDL REALTY TR INC 6,714 5,794
FIRSTSVC CORP REG SHS 38,244 46,196
FLYWIRE CORP 18,041 14,608
FORTIVE CORP 5,872 6,995
FOUR CORNERS PROPERTY TR 7,138 6,730
GENL DYNAMICS CORP 9,783 10,646
GLAUKOS CORP SHS 30,089 44,673
GLOBANT SA 5,484 6,663
HAMILTON LANE INC REG SH 20,741 33,124
HEALTHCARE TR OF AMER 9,146 10,011
HELEN OF TROY LTD 7,382 8,698
HESS CORP 3,797 5,046
HILTON WORLDWIDE 6,810 8,194
HOME DEPOT INC 10,232 11,090
HONEYWELL INTL INC 16,179 17,406
HUB GROUP INC 8,390 10,297
HUBSPOT INC 5,327 9,289
ICHOR HOLDINGS LTD REG 6,138 6,894
IMPINJ INC 15,827 21,427
INDEPENDENT BK GROUP INC 8,872 6,258
INMODE LTD. REG SHS 5,727 4,092
INOGEN INC 11,742 2,586
INSPIRE MED SYS INC 36,166 33,363
INSULET CORP 14,703 14,972
INTAPP INC 8,811 8,745
INTEGER HLDGS CORP 13,037 17,141
IRHYTHM TECHNOLOGIES INC 9,360 11,774
ITT INC SHS 4,242 6,801
JACK HENRY & ASSOC INC 3,799 4,085
JACK IN THE BOX INC 11,499 10,938
JPMORGAN CHASE & CO 12,538 17,180
KARUNA THERAPEUTICS INC 3,101 4,748
KEMPER CORP DEL 12,088 11,340
KENVUEINC 10,543 10,119
KITE REALTY GROUP 9,821 10,241
KKR & CO INC 5,731 7,622
KLAVIYO INC 2,215 2,111
KORN FERRY 9,608 8,784
KRATOS DEFNS & SEC SOLTN 10,082 11,991
LATHAM GROUP INC 2,282 1,667
LATTICE SEMICNDTR CORP 3,175 3,105
LENNAR CORP 10,516 19,077
LESLIES INC 4,374 3,227
LIVE NATION ENT INC 6,295 5,897
LOWE'S COMPANIES INC 10,111 10,682
LULULEMON ATHLETICA INC 5,033 7,158
L3HARRIS TECHNOLOGIES 5,558 6,319
MANHATTAN ASSOCS INC 6,418 6,460
MARTIN MARIETTA MATLS 20,178 27,440
MARVELL TECH INC 8,313 9,408
MASONITE INTERNATIONAL 7,686 7,704
MATADOR RES CO 8,982 8,415
MC CORMICK NON VTG 11,614 8,416
MCDONALDS CORP 9,814 10,674
MEDTRONIC PLC SHS 11,543 9,227
MERCK AND CO INC SHS 10,812 12,755
METTLER-TOLEDO INTL INC 11,931 10,917
MICROCHIP TECHNOLOGY INC 11,254 15,240
MICROSOFT CORP 52,130 66,935
MINERALS TECHNOLOGIES 10,758 12,337
MITSUBISHI UFJ FINL GRP 5,356 7,964
MKS INSTRUMENTS INC 2,894 2,777
MOBILEYE GLOBAL INC 3,157 3,596
MONDAY.COM LTD. REG SHS 3,186 3,193
MONGODB INC 3,099 3,271
MONTROSE ENVIRONMENTAL 19,166 14,298
MOOG INC 5,480 9,411
MSCI INC 12,147 14,141
MUELLER WTR PRODS INC 8,404 9,648
NATERA INC SHS 16,328 21,611
NCINO INC NEW 8,643 10,291
NEOGENOMICS INC 14,002 13,316
NETFLIX COM INC 11,774 13,633
NEUROCRINE BIOSCNCE INC 4,831 6,720
NEVRO CORP SHS 29,278 20,164
NOMAD FOODS LTD SHS 8,339 8,339
NORTHWESTERN ENE GR INC 10,802 9,415
NOVANTA INC 9,199 9,936
NVENT ELEC PLC REG SHS 6,238 10,104
NVIDIA 8,083 19,314
NV5 GLOBAL INC 2,088 2,111
O'REILLY AUTOMOTIVE INC 6,694 7,601
ODDITY TECH LTD 4,366 3,955
OLD DOMINION FGHT LINES 8,627 11,755
OLD NATL BANCORP IND 11,228 12,245
OLLIES BARGAIN OUTLET 15,746 19,352
OSHKOSH CORPORATION 7,410 8,239
OXFORD INDUSTRIES 6,094 6,400
PACIFIC PREMIER BANCORP 11,021 10,683
PALANTIR TECHNOLOGIES 3,522 3,365
PALO ALTO NETWORKS INC 2,505 5,013
PARKER HANNIFIN CORP 22,115 34,553
PATRICK INDS INC 5,762 9,433
PATTERSON COS INC 9,075 8,137
PAYCOM SOFTWARE INC 6,335 5,581
PEBBLEBROOK HOTEL TRUST 7,516 5,369
PJT PARTNERS INC SHS 11,368 14,567
PLANET FITNESS INC 12,593 11,534
PLEXUS CORP COM 8,974 11,462
PNC FINCL SERVICES GROUP 11,825 10,375
PNM RESOURCES INC 9,865 8,778
PPG INDUSTRIES INC SHS 2,410 3,141
PRA GROUP INC 12,345 9,930
PRIMO WTR CORP NPV 5,717 6,231
PROCTER & GAMBLE CO 16,933 15,973
PROGRESS SOFTWARE CORP 6,896 7,928
PROGRESSIVE CRP OHIO 9,516 12,424
PROGYNYINC 46,673 48,222
PROLOGIS INC 14,286 14,263
QUALCOMM INC 13,908 13,884
RAPID7 ORD 5,497 3,597
RENASANT CORP 10,152 11,114
ROCKWELL AUTOMATION INC 15,898 18,629
ROSS STORES INC COM 17,686 22,558
RPM INTERNATIONAL INC 8,985 11,944
RUSH ENTERPRISES 6,849 9,909
RXO INC REG SHS 11,468 14,235
RYMAN HOSPITALITY PPTYS 12,206 15,739
S&P GLOBAL INC 12,580 13,216
SAIA INC 2,813 5,259
SANDY SPRING BNCRP INC 9,113 5,884
SAVERS VALUE VILLAGE INC 3,254 3,511
SCHLUMBERGER LTD 5,902 7,129
SELECTIVE INS GRP INC 10,868 12,534
SERVICENOW INC 7,482 10,597
SITEONELANDSCAPESUPPLY 34,216 36,888
SITIME CORP REG SHS 7,221 8,179
SIX FLAGS ENTMT CORP NEW 10,644 11,462
SONY GROUP CORP 12,447 12,783
SOUTHWESTERN ENERGY CO 9,003 8,862
SPROUT SOCIAL INC REG 11,371 14,070
SPS COMM INC 29,890 44,971
STAG INDUSTRIALS, INC 9,449 9,305
STEPSTONE GROUP INC REG 29,004 33,071
SYSCO CORPORATION 11,597 10,531
TANDEM DIABETES CARE INC 3,467 3,076
TARGA RESOURCES CORP 2,080 3,127
TELEDYNE TECH INC 10,476 11,604
TESLA INC 8,012 8,448
THERMO FISHER SCIENTIFIC 5,350 5,308
TORONTO DOMINION BANK 5,920 5,428
TOWNEBANK PORTSMOUTH VA 10,550 10,892
TRADE (THE) DESK INC SHS 10,490 12,737
TRADEWEB MKTS INC CL A 3,528 4,090
TRANE TECHNOLOGIES PLC 7,674 11,951
TRANSCAT INC 24,883 34,548
TRI POINTE HOMES INC 6,626 11,611
TRIMAS CORP 7,768 6,257
US PHYSICAL THERAPY INC 9,415 8,289
ULTA BEAUTY INC 8,272 9,310
ULTRAGENYX 14,819 13,485
UNIFIRST CORP 9,400 9,328
UNION PACIFIC CORP 12,423 13,509
UNITED BKSHRS INC W.V. 10,489 11,941
UNITED COMMUNITY BANKS 7,438 6,701
UNITED RENTALS INC 7,283 8,601
UNITEDHEAL TH GROUP INC 14,002 14,741
UPSTART HLDGS INC 4,969 6,252
US BANCORP 9,918 12,508
VERALTO CORP 1,755 1,563
VERTEX INC REG SHS CL A 29,415 42,404
VISA INC CL A SHRS 13,395 16,142
VISTEON CORP COM STK 5,924 6,745
WALMART INC 10,891 11,351
WELLTOWER INC 7,004 7,574
WEST PHARMACTL SVCS INC 6,601 7,747
WINGSTOP INC 5,209 11,803
WOODWARD INC 3,227 4,356
XCEL ENERGY INC 12,556 10,772
XOMETRY INC CLA 9,818 7,936
XYLEM INC SHS 17,984 22,643
YUM BRANDS INC 11,866 11,890
ZIMMER BIOMET HOLDI 10,444 10,953
ZOETIS INC 11,321 13,619
ZSCALERINC 8,049 10,192
ALPS/CORE COM MGMT COMPL 229,551 180,355
DWS ENHANCED COMMODITY 276,266 186,645
FIDELITY ADV FLOATING 985,583 979,686
INVESCO QQQ TR 429,720 530,328
JP MORGAN EXCHANGE ETF 653,754 653,693
SPDR S&P ETF TRUST 478,926 523,792

TY 2023 OtherDecreasesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Description Amount
BASIS ADJUSTMENT 3,827


TY 2023 OtherExpensesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT ANNUAL FEE 150 150   0
ADVISORY FEES 24,015 24,015   0
SERVICE FEES 215 215   0


TY 2023 TaxesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 264 264   0
EXCISE TAX PAID - 2022 2,803 0   0