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
The Hulston Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1600 Genessee St Suite 318
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Kansas City, MO64102
A Employer identification number

43-1781350
B Telephone number (see instructions)

(816) 916-5135
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$36,585,890J 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 92,289 92,289 92,289
4 Dividends and interest from securities... 742,278 742,278 742,278
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 411,851
b Gross sales price for all assets on line 6a 6,078,031
7 Capital gain net income (from Part IV, line 2)... 411,851
8 Net short-term capital gain......... 2,360
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,999    
12 Total. Add lines 1 through 11........ 1,254,417 1,246,418 836,927
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 175,275     175,275
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
4,335 2,168   2,167
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,649 49,849   10,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,224 25,224    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,976     9,976
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
65,694 59,653   6,041
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 341,153 136,894   204,259
25 Contributions, gifts, grants paid....... 1,551,000 1,551,000
26 Total expenses and disbursements. Add lines 24 and 25 1,892,153 136,894   1,755,259
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -637,736
b Net investment income (if negative, enter -0-) 1,109,524
c Adjusted net income (if negative, enter -0-)... 836,927
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............. 70,169    
2 Savings and temporary cash investments......... 1,160,161 981,949 981,949
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)....... 16,533,023 Click to see attachment
List of Attached Documents:
// Content
16,697,282 		32,003,418
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).......... 4,001,121 Click to see attachment
List of Attached Documents:
// Content
3,448,678 		3,600,523
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) 21,764,474 21,127,909 36,585,890
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
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........... 21,764,474 21,127,909
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 21,764,474 21,127,909
30 Total liabilities and net assets/fund balances (see instructions). 21,764,474 21,127,909
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
21,764,474
2
Enter amount from Part I, line 27a .....................
2
-637,736
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,171
4
Add lines 1, 2, and 3 ..........................
4
21,127,909
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,127,909
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 100,000 face US Treasury Bill P 2022-07-27 2023-01-19
b 0.667 GE Healthcare Techs P 2017-11-13 2023-01-04
c 150,000 face Bank of Bridger NA CD P 2023-01-20 2023-02-27
d 113 Micro Focus Intl. PLC P 2011-04-08 2023-02-21
e 240,000 Liberty Bank CT CD P 2022-11-30 2023-03-09
240,000 New York Cmty Bank CD P 2022-11-30 2023-03-08
1851 Atlas Air Worldwide P 2020-12-30 2023-03-20
Cash in Lieu Agnico Eagle Mines P 2023-04-06 2023-04-06
Cash in Lieu Pan American Silver Corp P 2023-04-06 2023-04-06
73,162 Yamana Gold Inc. P 2021-08-10 2023-04-06
Warrants Diamond Offshore P 2021-04-27 2023-05-23
240,000 face TBK Bank Dallas TX CD P 2023-03-09 2023-05-15
240,000 face California Bank of Commerce CD P 2023-03-09 2023-05-17
417 China Green Agriculature P 2011-02-22 2023-05-23
1,914 Artivion P 2010-01-21 2023-05-23
100 iShares MSCI Japan P 2008-12-12 2023-05-24
700 iShares MSCI China P 2013-05-21 2023-05-24
300 iShares MSCI China P 2013-05-21 2023-05-24
21.70714 iShares MSCI China P 2015-12-31 2023-05-23
119.48882 Kyndryl Holdings Inc. P 2020-06-22 2023-05-23
25.88924 Kyndryl Holdings Inc. P 2020-06-22 2023-05-23
19.9148 Kyndryl Holdings Inc. P 2020-06-22 2023-05-23
2,570 Sprouts Farmers Markets P 2017-01-05 2023-05-23
16 Silverbow Resources P 2009-03-02 2023-05-23
3,470 SP Plus Corp P 2020-12-31 2023-05-23
85 DXC Technology Co. P 2011-04-08 2023-05-23
240,000 face Barclays Bank Del CD P 2022-12-06 2023-06-14
240,000 face Old National Bank CD P 2022-12-06 2023-06-14
240,000 face Bangor Savings Bank CD P 2023-06-14 2023-07-20
240,000 face First Community Bank CD P 2023-06-14 2023-07-21
Merger Yamana Gold/Agnico Eagle P 2021-08-10 2023-04-06
Merger Yamana Gold/Pan Am Silver P 2021-08-10 2023-04-06
490,000 face US Treasury Bill P 2023-07-08 2023-10-05
400 Motorola Solutions P 2008-12-09 2023-10-17
Cash in Lieu Net Lease Office Pptys P 2023-11-02 2023-11-02
125,000 face Beal Bank Plano TX CD P 2023-10-10 2023-11-15
0.78287 Nuveen Pfd & Income Opp Fund P 2021-01-05 2023-11-07
100,000 face US Treasury Note P 2022-07-27 2023-11-15
100,000 face US Treasury Note P 2022-08-09 2023-11-15
200,000 face Charles Schwab Bank CD P 2022-11-10 2023-11-21
Merger Net Lease Office Pptys P 2023-11-02 2023-11-02
62,000 face Cathay Bank CD P 2023-04-12 2023-07-14
237 Harley Davidson P 2022-11-15 2023-06-12
38 Jack Henry & Associates P 2023-04-14 2023-07-18
184 Mirati Therapeutics P 2022-11-15 2023-10-20
45 Mohawk Industries P 2023-01-18 2023-07-18
56 Pultegroup Inc. P 2023-03-15 2023-11-22
124 Arista Networks P 2020-11-02 2023-01-18
188 Arista Networks P 2020-11-02 2023-09-29
412 Arrowhead Pharms P 2018-10-10 2023-03-15
140 Blackline Inc. P 2020-03-10 2023-01-18
484 Championx Corp P 2018-08-31 2023-01-18
692 Citizens Financial Group P 2020-07-17 2023-04-17
41 Deckers Outdoor Corp P 2021-01-14 2023-02-17
22 Deckers Outdoor Corp P 2021-01-14 2023-07-18
308 Devon Energy Corp. P 2021-08-19 2023-07-18
72 Emcor Group Inc. P 2016-09-19 2023-09-15
984 Exelixis Inc. P 2018-12-11 2023-03-15
444 Fortinet Inc. P 2015-05-15 2023-01-18
81 Jack Henry & Associates P 2018-06-21 2023-07-18
132 Hyatt Hotels Corp P 2020-04-21 2023-03-15
139 IRhythm Techologies P 2019-05-17 2023-06-12
147 Insperity Inc. P 2019-07-25 2023-12-11
141 Jacobs Solutions Inc. P 2021-04-12 2023-12-11
211 Mirati Therapeutics P 2022-01-24 2023-10-20
130 Mohawk Industries P 2020-07-28 2023-07-18
28 Paycom Software P 2022-03-18 2023-07-18
52 Paycom Software P 2022-03-18 2023-12-08
533 Pubmatic Inc. P 2021-11-19 2023-05-05
31 RH P 2021-01-14 2023-01-18
22 Shockwave Medical Inc. P 2020-11-18 2023-07-19
57 United Rentals P 2022-04-25 2023-09-08
49 Icon PLC P 2021-07-02 2023-08-10
1054 Invesco Ltd P 2021-03-04 2023-06-12
125 Novocure Ltd. P 2019-11-27 2023-01-23
155 Baxter Intl Inc P 2022-08-02 2023-04-13
211 Pfizer Inc. P 2023-01-01 2023-11-09
50,000 face US Treasury Bill P 2022-08-25 2023-02-23
200,000 face US Treasury Bill P 2022-11-23 2023-05-25
500,000 face US Treasury Bill P 2023-08-18 2023-11-16
100,000 face US Treasury Bill P 2023-06-29 2023-12-21
39 Amgen Inc. P 2021-11-09 2023-08-23
25 iShares Russell 1000 Growth P 2022-09-22 2023-12-08
75 JP Morgan ETF Equity Premium P 2022-01-21 2023-12-21
95 iShares 7-10 Year Treasury P 2023-06-26 2023-12-06
627.139 JP Morgan Betabuilders Japan P 2022-11-18 2023-06-26
182 JP Morgan Betabuilders Japan P 2022-11-18 2023-07-28
228 JPMorgan BetaBuilders Japan ETF P 2022-11-18 2023-08-04
445.349 Blackrock High Yield Bond P 2013-02-06 2023-02-21
504.556 Dodge & Cox Intl. Stock P 2013-02-06 2023-01-23
3023.935 Fidelity Intl Index Fund P 2013-01-01 2023-04-14
246 iShares 7-10 Year Treasury P 2022-06-17 2023-12-06
280.831 JPMorgan BetaBuilders Japan ETF P 2018-10-31 2023-06-26
2428.971 Matthews Asia Dividend P 2016-03-09 2023-01-26
853.392 Matthews Asia Dividend P 2016-03-09 2023-04-14
3534.315 Matthews Asia Dividend P 2016-03-09 2023-07-06
534.183 Pimco Income Fund P 2018-01-22 2023-11-08
276.721 JPM Managed Income Fund P 2023-02-01 2023-03-13
14844.527 JPM Managed Income Fund P 2022-01-01 2023-03-13
48.413 JPM Managed Income Fund P 2021-01-04 2023-03-13
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 98,710   98,710  
b 36   80 -44
c 150,000   150,000  
d 732   3,996 -3,264
e 240,000   240,000  
240,000   240,000  
189,728   100,923 88,805
50     50
6     6
76,132   299,795 -223,663
33     33
240,000   240,000  
240,000   240,000  
1,252   39,855 -38,603
28,620   12,582 16,038
5,967   3,612 2,355
31,344   32,766 -1,422
13,433   14,046 -613
276   632 -356
1,520   3,044 -1,524
329   659 -330
253   508 -255
91,960   50,292 41,668
403   11,555 -11,152
129,027   100,298 28,729
2,095   4,650 -2,555
240,000   240,000  
240,000   240,000  
240,000   240,000  
240,000   240,000  
104,800     104,800
147,084     147,084
485,442   485,442  
115,398   6,860 108,538
1     1
125,000   125,000  
8     8
100,000   96,696 3,304
100,000   99,645 355
200,000   200,000  
1,121     1,121
62,000   62,000  
7,992   11,231 -3,239
6,433   5,803 630
10,206   9,417 789
5,088   5,115 -27
4,946   3,056 1,890
14,569   6,686 7,883
34,618   12,546 22,072
10,401   5,255 5,146
9,931   12,703 -2,772
15,731   12,546 3,185
20,050   16,643 3,407
16,568   13,485 3,083
12,089   7,185 4,904
15,531   7,775 7,756
15,285   4,100 11,185
17,449   21,009 -3,560
22,651   3,374 19,277
13,713   10,597 3,116
13,951   7,232 6,719
14,472   10,717 3,755
17,169   15,221 1,948
18,080   19,120 -1,040
11,703   17,015 -5,312
14,698   11,018 3,680
10,132   9,992 140
9,824   16,887 -7,063
6,530   20,430 -13,900
9,558   15,864 -6,306
5,861   2,128 3,733
26,449   17,761 8,688
12,580   10,361 2,219
17,145   25,067 -7,922
11,060   10,469 591
6,717   9,140 -2,423
6,272   8,557 -2,285
49,221   49,221  
195,470   195,470  
493,642   493,642  
97,473   97,473  
10,045   8,271 1,774
7,322   5,530 1,792
4,029   4,556 -527
8,996   9,248 -252
31,811   28,382 3,429
9,481   8,237 1,244
11,738   10,318 1,420
2,975   3,617 -642
23,820   18,270 5,550
138,557   117,172 21,385
23,295   24,647 -1,352
14,247   12,787 1,460
35,730   36,356 -626
11,546   12,773 -1,227
47,431   52,900 -5,469
5,454   6,431 -977
2,773   2,767 6
148,742   148,475 267
485   486 -1
      55,536
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b       -44
c        
d       -3,264
e        
       
      88,805
      50
      6
      -223,663
      33
       
       
      -38,603
      16,038
      2,355
      -1,422
      -613
      -356
      -1,524
      -330
      -255
      41,668
      -11,152
      28,729
      -2,555
       
       
       
       
      104,800
      147,084
       
      108,538
      1
       
      8
      3,304
      355
       
      1,121
       
      -3,239
      630
      789
      -27
      1,890
      7,883
      22,072
      5,146
      -2,772
      3,185
      3,407
      3,083
      4,904
      7,756
      11,185
      -3,560
      19,277
      3,116
      6,719
      3,755
      1,948
      -1,040
      -5,312
      3,680
      140
      -7,063
      -13,900
      -6,306
      3,733
      8,688
      2,219
      -7,922
      591
      -2,423
      -2,285
       
       
       
       
      1,774
      1,792
      -527
      -252
      3,429
      1,244
      1,420
      -642
      5,550
      21,385
      -1,352
      1,460
      -626
      -1,227
      -5,469
      -977
      6
      267
      -1
       
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 2 411,851
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 2,360
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 15,422
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  
3 Add lines 1 and 2........................... 3 15,422
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 15,422
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,440
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 8,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 166
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,148
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 arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
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 arrowJohn L Hulston Telephone no.right arrow (816) 931-9963

Located atright arrowPost Office Box 10226Kansas CityMO ZIP+4right arrow641710226
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
 
No
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
John L Hulston Pres./trustee
5.00 		0    
406 W 34th Street 600
Kansas City,MO64111
Lorrie Hulston Corvin Sec./trustee
20.00 		80,099    
406 W 34th Street 600
Kansas City,MO64111
John P Hulston Treas/trustee
20.00 		77,694    
406 W 34th Street 600
Kansas City,MO64111
Joseph F Hulston Trustee
5.00 		17,482    
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...................right arrow  
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 arrow  
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 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. 204,259
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
33,824,840
b
Average of monthly cash balances.......................
1b
1,297,977
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,122,817
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
35,122,817
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
526,842
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,595,975
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,729,799
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
1,729,799
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,422
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,422
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,714,377
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,714,377
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,714,377
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
1,755,259
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,755,259
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 1,714,377
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 34,434
c From 2020...... 26,467
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 60,901
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,755,259
a Applied to 2022, 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 2023 distributable amount..... 1,714,377
e Remaining amount distributed out of corpus 40,882
5 Excess distributions carryover applied to 2023.    
(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 5 101,783
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		101,783
10 Analysis of line 9:
a Excess from 2019.... 34,434
b Excess from 2020.... 26,467
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 40,882
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).)
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
Community Foundation of the Ozarks


426 E Trafficway
Springfield,MO65806 		None EOF Donor Advised Funds 250,000
Foster Care to Success


21351 Gentry Drive Suite 130
Sterling,VA20166 		None PC Scholarships 30,000
Ozarks Food Harvest


2810 N Cedarbrook Ave
Springfield,MO65803 		None PC Operations 50,000
Missouri Prairie Foundation


Post Office Box 856
Mexico,MO65265 		None PC Operations 10,000
Greater Kansas City Community Fdn


1055 Broadway Blvd 130
Kansas City,MO64105 		None EOF Donor Advised Funds 300,000
Univ MO Law School Foundation


203 Hulston Hall
Columbia,MO65211 		None EOF Veterans Clinics 50,000
Good Samaritan Boy's Ranch


Post Office Box 617
Brighton,MO65617 		None PC Operations 35,000
Salvation Army


1707 W Chestnut Expy
Springfield,MO65802 		None PC Homeless Shelters 30,000
Harvesters Community Food Network


3801 Topping Ave
Kansas City,MO64129 		None PC Operations 50,000
Habitat for Humanity


1423 E Linwood Blvd
Kansas City,MO64109 		None PC Operations 25,000
Veterans Community Project


8900 Troost Ave
Kansas City,MO64131 		None PC Operations 50,000
Least of These


1720 W James River Rd
Ozark,MO65721 		None PC Operations 20,000
Amethyst Place


2735 Troost-A
Kansas City,MO64109 		None PC Operations 25,000
Shepherd's Center of Kansas City


1111 W 39th St
Kansas City,MO64111 		None PC Operations 25,000
SeniorAge Area Agency on Aging


1735 S Fort Avenue
Springfield,MO65807 		None PC Operations 25,000
Hopecam


12100 Sunset Hills Road Suite C10
Reston,VA20190 		None PC Operations 7,000
Community Clinic of SW Missouri


701 S Joplin Ave
Joplin,MO64801 		None PC Operations 5,000
Cox Health Foundation


3525 S National 204
Springfield,MO65807 		None EOF Hulston Cancer Center 48,500
Ozarks Technical Community College


1001 E Chestnut Expressway
Springfield,MO65802 		None PC Scholarships 50,000
Wonderscope-Childrens Museum KC


433 E Red Bridge Road
Kansas City,MO64131 		None PC Operations 7,500
Reach out and Read KC


2100 W 36th Ave 116
Kansas City,KS66103 		None PC Operations 25,000
Adult and Teen Challenge of the Mid


25478 S 23rd Road
Beatrice,NE68310 		None PC Operations 10,000
Pete's Garden


6215 Summit St
Kansas City,MO64113 		None PC Operations 25,000
River of Refuge


5155 Raytown Road 101
Kansas City,MO64133 		None PC Operations 20,000
Boy Scouts of AmericaOzark Trails C


1616 S Eastgate
Springfield,MO65809 		None PC ScoutReach program 15,000
Columbia Center for Urban Agricultu


1769 W Ash St
Columbia,MO65203 		None PC Operations 18,000
Kanbe's Markets


3119 Terrace St
Kansas City,MO64111 		None PC Operations 50,000
James River Basin Partnership


117 Park Central Square
Springfield,MO65803 		None PC Projects 25,000
KC Healthy Kids


650 Minnesota Ave 2
Kansas City,MO64101 		None PC Programs 10,000
Food Equality Initiative


300 E 39th St
Kansas City,MO64111 		None PC Programs 25,000
Christo Rey KC


211 Linwood Blvd
Kansas City,MO64111 		None PC Scholarships 10,000
KC Girls Prep Academy


5000 E 17th Street
Kansas City,MO64127 		None PC Scholarships 15,000
I Pour Life


1006 N Cedarbrook Ave
Springfield,MO65802 		None PC Operations 25,000
Harry S Truman Children's Neuro Cen


17601 E US Highway 40
Independence,MO64055 		None PC Operations 10,000
Youth Ambassadors KC


3130 Troost Ave
Kansas City,MO64109 		None PC Operations 10,000
Union Station Kansas City


30 W Pershing Road
Kansas City,MO64108 		None PC Operations 25,000
Kansas City Free Eye Clinic


705 Virginia Ave
Kansas City,MO64106 		None PC Operations 10,000
Rotary Club Youth Camp


22310 NE Cobben Road
Lees Summit,MO64086 		None PC Operations 5,000
Kansas City Community Gardens


6917 Kensington Ave
Kansas City,MO64132 		None PC Operations 10,000
SparkWheel


1919 Delaware St
Lawrence,KS66046 		None PC Operations 25,000
Foster Adopt Connect


901 N 8th Street
Kansas City,MO64101 		None PC Vehicle purchase 55,000
Pawsparity Kansas City


5805 Troost Ave
Kansas City,MO64110 		None PC Operations 25,000
Child Protection Center Kansas City


2940 Main Street
Kansas City,MO64108 		None PC Operations 10,000
Total .................................right arrow 3a 1,551,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 92,289  
4 Dividends and interest from securities ....     14 742,278  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 411,851  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPlains All American Ptnr 		    1 7,999  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,254,417  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,254,417
(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.)
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
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  4,335 2,168 0 2,167

TY 2023 InvestmentsCorpStockSchedule
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Wells Fargo - stocks 10,975,712 25,246,026
Springfield Tablet Mfg. 42,700 42,700
Stifel 2003 - mutual funds 13,390 11,281
Stifel 0802 - stocks 953,633 1,263,542
Wells Fargo - mutual funds 2,157,823 2,201,925
JP Morgan 16002 - equities 496,848 956,099
JP Morgan 45003 - mutual funds 1,492,894 1,714,888
Country Club - equities 564,282 566,957

TY 2023 InvestmentsOtherSchedule2
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JP Morgan 16002 - fixed income funds AT COST 828,844 829,833
JP Morgan 45003 - fixed income AT COST 694,947 668,540
Wells Fargo - fixed income funds AT COST 841,242 840,771
Country Club - fixed income funds AT COST 319,781 313,501
Stifel 2003 - fixed income AT COST 147,878 147,878
JP Morgan 16002 - alternative assets AT COST 447,827 631,841
Wells Fargo - partnership investments AT COST 168,159 168,159

TY 2023 OtherExpensesSchedule
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank charges 17 17    
Director's liability insurance 4,356     4,356
Meeting expense 415     415
Office expenses 658     658
Partnership K-1 losses 59,620 59,620    
Postage 557     557
Rounding 16 16    
Website expenses 55     55


TY 2023 OtherIncomeSchedule2
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Plains All American Ptnr 7,999    


TY 2023 OtherIncreasesSchedule
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Description Amount
Basis adjustments 1,171


TY 2023 OtherProfessionalFeesSchedule
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foundation Technology consulting 10,800 0 0 10,800
Investment Mgt. Fees 49,849 49,849 0 0


TY 2023 TaxesSchedule
Name:
The Hulston Family Foundation
EIN:
43-1781350
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Taxes 17,239 17,239    
Foreign taxes 7,985 7,985