Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
LAKE QUIVIRA
State or province
KS
Country  
ZIP or foreign postal code
66217
A Employer identification number

87-4027501
B Telephone number (see instructions)

9135686665
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$29,645,338J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 787,583 787,583  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 495,426
b Gross sales price for all assets on line 6a 3,198,799
7 Capital gain net income (from Part IV, line 2)... 495,426
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
357 357  
12 Total. Add lines 1 through 11........ 1,283,366 1,283,366  
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
2,489 1,867   622
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29,671 1,001   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
59,547 58,611   936
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,707 61,479   1,558
25 Contributions, gifts, grants paid....... 1,445,000 1,445,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,536,707 61,479   1,446,558
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -253,341
b Net investment income (if negative, enter -0-) 1,221,887
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 17,642,342 1,815,081 1,815,081
2 Savings and temporary cash investments.........   10,020,584 10,020,584
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
78,260 		78,485
b Investments—corporate stock (attach schedule)....... 10,312,548 Click to see attachment
List of Attached Documents:
// Content
14,344,611 		16,282,672
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
1,417,522 		1,427,932
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
20,584 		20,584
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,954,890 27,696,642 29,645,338
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 27,954,890 27,696,642
29 Total net assets or fund balances (see instructions)..... 27,954,890 27,696,642
30 Total liabilities and net assets/fund balances (see instructions). 27,954,890 27,696,642
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
27,954,890
2
Enter amount from Part I, line 27a .....................
2
-253,341
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
27,701,549
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4,907
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
27,696,642
Form 990-PF (2025)
Form 990-PF (2025)
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 PUBLICLY TRADED SECURITIES - LT P    
b PUBLICLY TRADED SECURITIES - ST P    
c CAPITAL GAIN DISTRIBUTION P    
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 1,791,348   1,489,046 302,302
b 1,280,925   1,214,327 66,598
c 126,526     126,526
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       302,302
b       66,598
c       126,526
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 2 495,426
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 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 16,984
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 16,984
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 16,984
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 18,320
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,320
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 6,336
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax6,336 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
KS
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofTHOMAS MULLINIX Telephone no. (913) 123-4567

Located at145 TERRACE TRAIL SOUTHLAKE QUIVIRAKS ZIP+466217
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
17,577,872
b
Average of monthly cash balances.......................
1b
12,205,470
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
29,783,342
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
29,783,342
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
446,750
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,336,592
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,466,830
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,466,830
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
16,984
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,984
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,449,846
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,449,846
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
1,449,846
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, line 26, column (d) ..........
1a
1,446,558
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
1,446,558
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,449,846
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 29,734
e From 2024...... 4,007
f Total of lines 3a through e ........ 33,741
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,446,558
a Applied to 2024, but not more than line 2a 0
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 2025 distributable amount..... 1,446,558
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 3,288 3,288
(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 30,453
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		30,453
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 26,446
d Excess from 2024 .... 4,007
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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,MI64109 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 100,000

CENTER OF GRACE INC

520 S HARRISON ST
OLATHE,KS66061 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 125,000

BAND OF ANGELS CORP

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

BASE ACADEMY OF MUSIC KC

31 W 31ST STREET
KANSAS CITY,MO64108 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 25,000

CROSSLINES MINISTRY INC

141 LAWSON AVE PO BOX 344
LEBANON,MO65536 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 100,000

FLOURISH FURNISHINGS

11971 GRANDVIEW RD
GRANDVIEW,MO64030 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 100,000

FOSTER ADOPT CONNECT INC

18600 E 37TH TERRACE
INDEPENDENCE,MO64057 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 400,000

GIVING THE BASICS WICHITA INC

10921 E 26TH ST N
WICHITA,KS67226 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 50,000

HAPPYBOTTOMS

1941 CENTRAL
KANSAS CITY,MO64108 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 55,000

HILLCREST MINISTRIES OF MIDAMERICA

PO BOX 901924
KANSAS CITY,MO64190 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 15,000

OPERATION BREAKTHROUGH INC

3039 TROOST AVE
KANSAS CITY,MO64109 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 150,000

THE DAVID SHELDRICK WILDLIFE TRUST USA INC

25283 CABOT RD 101
LAGUNA HILLS,CA92653 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 50,000

KABNE'S MARKET

3119 TERRACE ST
KANSAS CITY,MO64111 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 100,000

THE HUB

3730 METROPOLITAN AVE
KANSAS CITY,MO66106 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 20,000

NEW HOUSE

PO BOX 240019
KANSAS CITY,MO64124 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 110,000

GREATER KC COMMUNITY FOUNDATION

1055 BROADWAY BLVD STE 130
KANSAS CITY,MO64105 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 25,000

NAVARRE BEACH SEA TURTLE CONSERVATION CENTER INC

8668 NAVARRE PARKWAY 286
NAVARRE,FL32566 		    FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION 10,000
Total ................................. 3a 1,445,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     18 787,583  
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 .....     01 357  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 368,900 126,526
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 1,156,840 126,526
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,283,366
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,489 1,867   622

TY 2025 AllOthProgRltdInvestmentsSch
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Category Amount
NONE 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLEGION PLC 31,123 31,194
ALTRIA GROUP INC 30,988 30,999
AMERICAN TOWER CORP 30,992 31,007
AT&T INC 31,492 31,838
BAT CAPITAL CORP 31,488 32,000
BATH AND BODY WORKS INC 6.875% 38,401 37,431
BATH AND BODY WORKS INC ORIGINAL UNIT 4,039 4,047
BLOCK FINANCIAL LLC 30,609 30,823
BOYD GAMING CORP 38,801 38,950
BROWN AND BROWN INC 30,727 30,954
CARLISLE COS INC 30,675 31,410
CDW LLC/CDW FINANCE 30,480 30,808
CONAGRA BRANDS INC 31,250 31,361
CROWN CASTLE INC 31,074 31,261
DICK'S SPORTING GOODS 30,748 31,251
ENCOMPASS HEALTH CORP 38,373 38,871
EXPEDIA INC 31,006 31,002
FISERV INC 30,037 29,904
FLEX LTD 31,207 31,450
FLIR SYSTEMS INC 31,002 31,446
FORTUNE BRANDS HOME & SE 31,194 31,623
GENUINE PARTS CO 30,213 30,003
HCA INC 30,093 30,065
HP INC 30,671 30,947
LKQ CORP 30,415 31,056
MARRIOTT INTERNATIONAL 30,367 30,638
MOLSON COORS BREWING CO 31,616 31,824
MOTOROLA SOLUTIONS INC 30,571 30,932
NETAPP INC 30,892 31,396
OLIN CORP 30,889 31,465
ORACLE CORP 30,173 29,187
PAYCHEX INC 30,928 31,419
PHILIP MORRIS INTL INC 29,964 30,325
QORVO INC 31,337 31,533
QUANTA SERVICES INC 31,467 31,784
SBA COMUNICATIONS CORP 38,449 39,219
SERVICE CORP INTL 38,825 39,257
STEEL DYNAMICS INC 30,916 31,373
TENET HEALTHCARE CORP 37,921 38,085
TENET HEALTHCARE CORP 6.125% 4,084 4,093
TOTAL SYSTEM SERCVICES IN 31,014 31,006
TRANSDIGM INC 38,201 38,900
TRIMBLE INC 30,830 31,225
TRINITY ACQUISITION PLC 30,985 31,006
WESTINGHOUSE AIR BRAKE 30,092 30,452
ZIMMER BIOMET HOLDI 30,903 31,112

TY 2025 InvestmentsCorpStockSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 13,044 15,369
AAR CORP 19,086 24,589
ABBEY CAPITAL FUTURES 7,203 7,551
ABBEY CAPITAL MULTI 3,994 3,959
ABBOTT LABS 9,151 8,896
ABBVIE INC 74,311 92,081
ABODE INC 2,138 2,100
ACADIA PHARMACUTICAL INC 13,370 15,786
ACCELERANT HOLDINGS REG 4,443 2,453
ACCENTURE PLC SHS 22,359 22,537
ADOBE INC 43,567 33,249
ADVNCD MICRO D INC 13,362 11,350
AGILENT TECHNOLOGIES INC 9,982 11,430
AGILYSYS INC 4,972 6,061
AGNICO EAGLE MINES LTD 4,572 9,324
AIR PRODUCTS & CHEM 41,815 36,312
AKAMAI TECHNOLOGIES INC 10,393 9,074
ALBANY INTL CRP NEW CL A 6,493 3,803
ALBEMARLE CORP COM 10,056 12,164
ALCON SA ACT NOM 35,608 33,494
ALIBABA GROUP HOLDINGS 9,542 12,752
ALNYLAM PHARMACEUTICALS 7,936 10,737
ALPHABET INC SHS CL A 86,870 146,853
ALPHABET INC SHS CL C 44,898 86,711
ALTRIA GROUP INC 1,305 1,153
AMAZON COM INC COM 67,323 79,633
AMEREN CORP 600 599
AMERICAN INTERNATIONAL 37,887 42,689
AMERICAN WOODMARK CORP 5,050 4,420
AMERICAN WTR WKS CO INC 35,659 36,149
AMERIEXPRESS COMPANY 685 740
AMERIPRISE FINL INC 41,684 50,015
AMGEN INC COM 40,574 45,497
AMN ELEC POWER CO 778 807
AMPHENOL CORP CL A NEW 21,742 40,677
ANALOG DEVICES INC COM 2,022 2,170
APOLLO GLOBAL MANAGEMENT 11,457 12,449
APPLE INC 157,870 206,885
APPLOVIN CORP COM 7,545 12,803
AQR DIVERSIFIED 10,000 10,000
ARCHROCK INC 12,738 16,184
ARGENX SE 8,364 7,569
ARROW ELECTRONICS 10,502 9,145
ARTIVION INC 12,938 19,658
ASHLAND INC 8,812 6,923
AT&T INC 1,930 1,664
ATLANTIC UN BANKSHARES 8,194 7,590
ATMOS ENERGY CORP 36,528 51,798
ATRAZENCA PLS SPND ADR 777 827
AUTOMATIC DATA PROC 22,855 22,894
AUTOZONE INC 22,368 27,132
AVALONBAY CMMUN INC 19,991 18,312
AVANTOR INC 8,099 6,154
AVERY DENNISON CORP 508 546
AVIENT CORPORATION 8,380 6,842
AXON ENTERPRISE INC 13,853 18,174
BANK NEW YORK MELLON 19,166 24,844
BERKSHIRE HATHAWAY INC 7,011 7,540
BIO RAD LABS CL A 10,085 10,908
BLACKBAUD INC 7,503 6,395
BLACKROCK CREDIT 3,997 3,828
BLACKROCK EVENT DRIVEN 10,005 10,005
BLACKROCK GLOBAL EQUITY 3,996 4,097
BLACKROCK INC 26,373 32,110
BLACKROCK TOTAL RETURN 79,600 80,080
BLACKSTONE INC 32,908 38,381
BLUE OWL CAP INC 15,209 10,458
BORG WARNER INC 8,922 11,716
BOSTON SCIENTIFIC CORP 18,166 19,737
BOX INC CL A 11,403 12,024
BRISTOL MYERS SQUIBB CO 614 701
BROADCOM INC 85,087 166,128
BRUKER CORP 8,408 10,458
BUILDERS FIRSTSOURCE INC 4,044 3,704
BXP INC 9,155 9,650
CABOT CORP 10,407 7,423
CACI INTL INC CL A 11,433 10,656
CACTUS INC 7,797 7,446
CADRE HOLDINGS INC 8,050 9,312
CAPITAL ONE FINL 43,301 74,162
CARDINAL INFRASTRUCTURE 1,384 1,330
CARVANA CO CL A 22,280 27,009
CASELLA WASTE SYS INC A 12,916 14,299
CASEYS GEN STORES INC 4,932 4,974
CATALYST MILLIBURN HEDGE 63,667 65,262
CAVA GROUP INC 8,142 8,393
CBRE GROUP INC 11,419 20,099
CELESTICA INC 3,781 5,321
CENCORA INC 32,533 49,312
CENTENE CORP 11,615 7,530
CENTURI HOLDINGS INC 4,448 5,429
CENTURY COMMUNITIES INC 3,931 3,561
CF INDS HLDS INC 15,014 14,463
CHARLES RIVER LABS INTL 13,787 11,969
CHEVRON CORP 28,158 26,367
CHUBB LTD 1,927 2,185
CIENA CORP 5,721 6,782
CIRRUS LOGIC INC 9,347 12,561
CISCO SYSTEMS INC COM 12,069 15,792
CLOUDFLARE INC REG SHS 29,187 31,347
CME GROUP INC 15,786 19,116
CMS ENERGY CORP 357 350
CNX RES CORP 3,958 5,699
COCA COLA COM 46,719 50,755
COCA COLA EUROPACIFIC 6,234 7,437
COHERENT CORP 9,028 11,628
COLUMBIA BKG SYS INC 7,307 8,329
COMCAST CORP NEW CL A 1,467 1,315
COMPASS INC REG SHS CL A 4,378 5,327
CONMED CORP COM 15,893 10,556
CONOCOPHILLIPS 13,278 12,638
CONSTELLATION BRANDS INC 30,083 17,383
COPT DEFENSE PROPERTIES 6,007 7,089
CORNING INC 5,813 14,622
CORPAY INC 13,027 13,241
CORTEVA INC REG SHS 47,232 55,098
COSTCO WHOLESALE CRP DEL 17,425 24,146
COTERRA ENERGY INC 36,051 34,795
CROWDSTRIKE HLDGS INC 7,805 7,500
CSX CORP 685 761
CTS CORPORATION 3,053 3,558
CULLEN FIRST BKRS 26,312 28,872
CUMMINS INC 800 1,021
CUSHMAN AND WAKEFIELD 5,492 9,002
CVB FINCL CORP 5,442 5,933
DANAHER CORP 40,730 38,001
DARDEN RESTAURANTS INC 18,323 20,058
DATADOG INC 11,321 11,695
DEERE CO 5,644 5,587
DELL TECHNOLOGIES INC 26,683 22,029
DEXCOM INC 13,135 11,084
DICKS SPORTING GOODS INC 13,163 11,680
DIODES INC 7,942 7,598
DIRST EAGLE GLOBAL FUND 174,395 175,468
DISNEY CO COM STK 1,651 1,593
DOORDASH INC REG SHS 14,604 18,571
DR HORTON INC 16,262 14,691
DRAFTKINGS INC 14,008 12,371
DTE ENEREGY COMPANY 274 258
EAST WEST BANCORP INC 8,699 10,789
EASTMAN CHEMICAL CO 10,518 7,021
EATON CORP PLC 27,392 25,800
EATON VANCE ATLANTA 42,093 38,040
EATON VANCE GLB MACRO 3,996 4,045
EBAY INC COM 735 697
ECOLAB INC 36,409 43,316
ELANCO ANIMAL HEALTH INC 5,354 8,509
ELF BEAUTY INC 6,134 5,703
ELI LILLY & CO 109,619 135,410
EMCOR GROUP INC 8,727 8,565
EMERSON ELEC CO 526 531
ENOVIS CORP 7,741 3,863
ENTERGY CORP 13,266 18,117
ENVISTA HOLDINGS CORP 5,867 6,383
EQUITY LIFESTYLES PROPERTIES INC 27,430 25,093
EVERUS CONSTRUCTION 5,710 5,219
EXPAND ENERGY CORP 9,073 10,815
EXXON MOBIL CORP 60,666 63,058
FASTENAL COMPANY 18,904 20,787
FERRARI NV 15,496 15,152
FIDELITY ADV FLOATING 712,811 695,959
FIDELITY ADVISOR 202,964 204,400
FIRST ADVANTAGE CORP 10,338 8,849
FIRST EAGLE GLOBAL FUND 1,499,124 1,532,223
FIRST FINANCIAL BANCORP 4,617 5,354
FIRST INDL REALTY TR INC 3,967 3,894
FIRST WATCH RESTAURANT 7,291 6,319
FIRSTCASH HOLDGS INC 10,206 12,432
FIRSTSVC CORP REG SHS 20,668 22,552
FIVE BELOW INC 10,105 14,504
FNB CORP 6,347 8,960
FORMFACTOR INC 9,224 12,439
FOUR CORNERS PROPERTY TR 4,398 3,828
GARMIN LTD 5,605 5,477
GATES INDL CORP 5,124 6,183
GATX CORPORATION 11,771 15,603
GE AEROSPACE 15,476 17,558
GE VERNOVA LLC 19,139 19,607
GENL DYNAMICS CORP 55,283 63,629
GENTHERM INC 4,515 4,728
GILEAD SCIENCES INC COM 8,916 10,065
GLAUKOS CORP SHS 8,124 9,710
GOLDMAN SACHS GROUP INC 42,280 56,256
GOTHAM ABSOLUTE RETURN 3,990 3,972
GOTHAM INDEX PLUS FUND 1,985 2,095
GUARDANT HEALTH INC 10,889 11,133
HAMILTON LANE INC REG SH 11,599 10,745
HARTFORD INSURANCE GROUP 17,232 20,118
HB FULLER CO 4,556 4,460
HELIOS TECHNOLOGIES INC 6,598 8,505
HEXCEL CORP 9,827 11,602
HIGHWOODS PPTYS INC 4,455 3,357
HILTON WORLDWIDE 31,812 36,481
HIMS AND HERS HEALTH INC 4,739 3,279
HOLOGIC INC 12,545 12,291
HOME DEPOT INC 48,961 47,486
HONEYWELL INTL INC 1,042 975
HOULIAN LOKEY INC 10,960 14,284
HOWMET AEROSPACE INC 32,631 49,000
HUB GROUP INC 7,336 8,778
HUNTINGTON INGALLS INDS 13,910 19,044
ICHOR HOLDINGS LTD REG 8,637 5,216
ICU MEDICAL INC 4,517 4,280
ILLINOIS TOOL WORKS INC 14,430 14,039
IMPINJ INC 2,018 2,958
INDEPENDENCE RLTY TR INC 4,083 3,968
INMODE LTD. REG SHS 2,804 1,939
INSMED INC 21,670 32,023
INSPERITY INC 11,168 4,104
INSULET CORP 9,987 14,780
INTEGER HLDGS CORP 8,392 8,078
INTL BUSINESS MACHINES 18,879 23,400
INTUIT INC 8,561 9,274
INVESCO QQQ TR 537,854 932,523
IPG PHOTONICS CORP 7,592 6,730
IRHYTHM TECHNOLOGIES INC 5,397 9,582
ISHARES MBS ETF JHA 59,635 60,274
ITT INC SHS 1,795 4,164
J & J SNACK FOODS CRP 5,726 4,067
JABIL CIRCUIT INC 12,187 12,997
JANUS HENDERSON BALANCED 128,351 124,157
JBT MAREL CORPORATION 4,906 7,383
JEFFERIES FINL GROUP INC 8,885 8,366
JOHN HANCOCK DIVERSIFIED 3,995 3,910
JOHNSON AND JOHNSON COM 60,929 78,020
JOHNSON CONTROLS INTER 13,180 20,597
JP MORGAN LARGE CAP 109,938 103,559
JP MORGAN STRATEGIC 200,825 200,124
JP MORGN ULTRA SHORT 808,427 813,437
JPMORGAN CHASE & CO 54,819 91,511
JPMORGAN HEDGED EQUITY 4,004 4,129
KENNAMETAL INC 4,427 4,972
KINDER MORGAN INC 7,621 10,721
KITE REALTY GROUP 5,849 6,664
KLA CORP 1,762 2,430
KLARNA GROUP PLC 8,605 6,071
KORN FERRY 5,873 6,140
KRATOS DEFNS & SEC SOLTN 3,334 8,502
LAM RESH CORP 811 1,369
LEGENCE CORP 6,086 7,360
LENNAR CORP 58,341 45,438
LINDE PLC NEW 11,165 11,086
LIVE NATION ENT INC 25,053 27,645
LOAR HOLDINGS INC 9,041 7,888
LOCKHEED MARTIN CORP 16,530 17,412
LOWE'S COMPANIES INC 33,921 37,380
MADRIGAL PHARMACEUTICALS 4,254 5,823
MALIBU BOATS INC 6,201 4,598
MARSH & MCLENNAN COS INC 17,124 15,398
MARTIN MARIETTA MATLS 75,050 89,663
MARVELL TECH INC 4,205 4,589
MASTERCARD INC 30,676 37,678
MATADOR RES CO 5,342 3,904
MATERION 3,270 4,227
MCDONALDS CORP 36,442 39,732
MCKESSON CORPORATION COM 8,128 11,484
MDU RESOURCES GRP INC 11,683 11,790
MEDTRONIC PLC SHS 29,528 31,604
MERCADOLIBRE INC 15,220 18,128
MERCK AND CO INC SHS 43,064 37,052
META PLATFORMS INC 57,864 64,029
METHANEX CORP COM 7,359 6,077
METTLER-TOLEDO INTL INC 9,049 9,759
MFS INTERNATIONAL DIVERS 99,472 100,852
MICROCHIP TECHNOLOGY INC 43,622 34,154
MICROSOFT CORP 324,642 355,460
MIDDLEBY CORP COM 11,437 12,191
MILLERKNOLL INC 7,545 6,910
MIRION TECHNOLOGIES INC 6,779 6,885
MITSUBISHI UFJ FINL GRP 23,985 41,886
MONDELEZ INTERNATIONAL 38,875 29,768
MONOLITHIC PWR SYSTEMS 15,814 19,940
MONTROSE ENVIRONMENTAL 11,153 8,914
MOOG INC 14,308 23,381
MORGAN STANLEY 1,650 1,953
MSCI INC 15,363 17,212
NATERA INC SHS 20,878 34,134
NCINO INC NEW 9,962 9,641
NEOGEN CORP 3,642 1,866
NETFLIX COM INC 23,743 33,004
NEUBERGDER BERMAN LONG 11,998 12,094
NEUROCRINE BIOSCNCE INC 4,975 6,099
NEXTERA ENERGY INC SHS 27,103 32,192
NOMAD FOODS LTD SHS 9,179 8,332
NORTHROP GRUMMAN CORP 1,182 1,140
NORTHWESTERN ENE GR INC 6,642 7,487
NOVANTA INC 8,996 7,853
NVENT ELEC PLC REG SHS 2,988 4,589
NVIDIA 170,360 269,306
OLD DOMINION FGHT LINES 13,059 11,603
OLD NATL BANCORP IND 6,497 9,192
OLLIES BARGAIN OUTLET 6,131 7,673
ON HLDG AG NAMEN-AKT 9,528 8,506
ON SEMICONDUCTOR CRP COM 11,001 9,639
ONE GAS INC SHS 6,623 6,335
ONEOK INC 9,663 8,674
ORACLE CORP 22,908 14,618
OSHKOSH CORPORATION 24,779 28,016
PACER US CASH COWS 100 1,081,421 1,169,404
PACKAGING CORP AMERICA 655 619
PALANTIR TECHNOLOGIES 18,121 20,441
PALO ALTO NETWORKS INC 24,743 27,077
PALOMAR HOLDINGS INC 6,076 8,894
PAPA JOHNS INTL INC 7,990 5,774
PARKER HANNIFIN CORP 80,415 150,303
PATTERSON UTI ENERGY INC 5,524 4,210
PAYCHEX INC 16,608 14,695
PEBBLEBROOK HOTEL TRUST 7,675 4,166
PENN ENTERTAINMENT INC 3,972 3,275
PEPSICO INC 19,877 16,361
PHILIP MORRIS INTL INC 1,150 1,123
PHILLIP MORRIS INTL INC 21,465 20,852
PIMCO DYNAMIC BOND FUND 3,990 4,037
PIPER SANDLER COS 3,781 5,096
PLANET FITNESS INC 11,971 14,643
PLEXUS CORP COM 2,684 4,263
PNC FINCL SERVICES GROUP 51,659 66,585
PPL CORPORATION 17,879 19,751
PRICESMART INC 4,374 4,539
PRIMO BRANDS CORPORATION 3,391 3,335
PROCTER & GAMBLE CO 96,084 84,840
PROGRESSIVE CRP OHIO 12,640 15,713
PROGYNYINC 15,007 14,304
PROLOGIS INC 453 511
PROVIDENT FINL SVCS INC 5,526 5,767
PUBLIC STORAGE .10 293 260
QIAGEN NV REG SHS 9,472 10,163
QUAKER HOUGHTON 5,540 5,630
QUALCOMM INC 51,296 48,236
QUANEX BUILDING PRODT CO 3,465 3,537
QUANTA SERVICES INC 26,501 30,810
RADNET INC 11,360 13,485
RAYMOND JAMES FINL INC 14,057 17,344
REDDIT INC REG SHS A 19,598 18,619
REINSURNCE GROUP AMERICA 15,265 16,277
RENASANT CORP 7,286 8,594
REPUBLIC SERVICES INC 11,878 12,716
REVOLUTION MEDICINES INC 4,085 4,142
ROBINHOOD MARKETS, INC 11,333 13,911
ROBLOX CORP REG SHS CL A 21,238 14,666
ROCKET COMPANIES INC 4,096 4,801
ROCKET LAB CORP REG SHS 8,129 8,511
ROCKWELL AUTOMATION INC 10,343 14,396
ROGERS CORP 6,848 7,509
ROIVANT SCIENCES LTD REG 2,982 5,729
ROSS STORES INC COM 31,174 41,792
ROYAL CARIBBEAN GROUP 8,862 8,647
RPM INTERNATIONAL INC 34,860 34,736
RTX CORP 13,458 20,357
RXO INC REG SHS 8,397 4,475
RYDER SYSTEM INC 10,485 16,077
RYMAN HOSPITALITY PPTYS 4,575 5,015
S&P GLOBAL INC 20,351 22,471
SALESFORCE INC 782 795
SAMSARA INC REG SHS CL A 6,242 5,991
SBA COMMUNICATIONS CORP 10,482 9,865
SCHWAB CHARLES CORP NEW 6,566 8,492
SEA LTD 9,781 7,399
SELECTIVE INS GRP INC 4,578 4,518
SEMPRA 15,838 19,071
SEMTECH CORPORATION 11,194 16,359
SERVICENOW INC 13,900 10,723
SHOPIFY INC CL A 7,756 12,395
SITEONE LANDSCAPE SUPPLY 10,521 9,716
SITIME CORP REG SHS 1,089 2,119
SMARTSTOP SELF STORAGE 4,396 3,806
SMITH A O CORP DEL COM 15,320 12,038
SNAP ON INC COM 12,282 15,162
SNOWFLAKE INC REG SHS 2,664 3,290
SOFI TECHNOLOGIES INC 9,570 10,289
SOLSTICE ADVANCED 7,879 8,259
SONOCO PRODUCTS CO 9,859 7,768
SONY GROUP CORP 32,433 48,409
SOUTHERN COMPANY 1,109 1,046
SPDR S&P ETF TRUST 624,763 941,050
SPS COMM INC 2,690 1,693
STAG INDUSTRIALS, INC 5,559 5,404
STEPSTONE GROUP INC REG 13,347 19,315
STERLING INFRA INC 4,475 6,737
SYNOPSYS INC 58,608 49,791
TAIWAN SEMICONDUCTOR MANUFACTURING ADR 34,417 40,417
TARGA RESOURCES CORP 12,643 13,838
TE CONNECTIVITY PLC 14,881 22,069
TELEDYNE TECH INC 44,062 56,180
TERADYNE INC 7,895 9,872
TESLA INC 60,718 73,304
TEXAS INSTRUMENTS 7,840 7,460
THERMO FISHER SCIENTIFIC 18,763 22,019
TJX COS INC NEW 1,098 1,229
TKO GROUP HOLDINGS INC 7,810 9,196
TOTALENERGIES SE 38,004 36,766
TOWNEBANK PORTSMOUTH VA 6,497 7,608
TRANE TECHNOLOGIES PLC 5,530 6,227
TRANSAMERICA 221,029 222,375
TRANSAMERICA SHORT TERM 676,888 688,186
TRAVELERS COS INC 31,562 40,609
TRI POINTE HOMES INC 4,193 5,287
TUTOR PERINI CORP 10,561 10,723
TYLER TECHS INC DEL COM 10,412 9,987
UBER TECHNOLOGIES INC 40,988 41,591
ULTRAGENYX 6,555 3,335
UNION PACIFIC CORP 26,655 26,371
UNITED BKSHRS INC W.V. 6,451 7,603
UNITED COMMUNITY BANKS 6,108 6,213
UNITED RENTALS INC 10,407 10,521
UNITEDHEALTH GROUP INC 30,901 20,467
UPSTART HLDGS INC 17,295 11,763
US BANCORP 36,031 46,583
VALERO ENERGY CORP NEW 764 814
VALMONT INDUSTRIES 9,661 14,081
VALVOLINE INC SHS 6,261 5,231
VEEVA SYS INC CL A 9,533 9,599
VERACYTE INC 6,938 9,725
VERIZON COMMUNICATIONS COM 57,428 55,393
VERRA MOBILITY CORP 3,164 2,913
VERTEX INC REG SHS CL A 5,754 3,315
VERTIV HLDG CO 17,907 29,162
VICI PPTYS INC 23,916 20,921
VICTORY MARKET NEUTRAL 1,998 1,991
VISA INC CL A SHRS 42,629 44,190
VISTEON CORP COM STK 5,150 4,375
VISTRA CORP 19,885 23,070
VSE CORP 8,475 13,649
WALMART INC 43,770 61,164
WASTE MANAGEMENT INC NEW 1,127 1,099
WEATHERFORD INTL PLC REG 6,806 8,061
WEBSTER FINL CP 9,128 12,399
WEC ENERGY GROUP INC SHS 21,644 25,309
WELLS FARGO & CO 40,513 47,065
WELLTOWER INC 13,125 23,014
WERNER ENTERPRISES INC 6,593 7,052
WEX INC 11,590 8,492
WILLIAMS COMPANIES DEL 23,972 34,262
WINGSTOP INC 20,633 16,933
WINTRUST FINL CP 11,069 11,324
WOODWARD INC 21,858 38,394
WSTN DIGITAL CORP DEL 11,479 29,974
XCEL ENERGY INC 33,861 40,399
XOMETRY INC CLA 1,989 3,865
ZSCALER INC 8,242 10,570

TY 2025 InvestmentsGovtObligationsSch
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
US Government Securities - End of Year Book Value:

78,260
US Government Securities - End of Year Fair Market Value:

78,485
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK LIQUIDITY FUND AT COST 8,557 8,557
FEDERATED HERMEST GOVT AT COST 12,027 12,027

TY 2025 OtherDecreasesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Description Amount
BASIS ADJUSTMENT 4,907


TY 2025 OtherExpensesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 58,105 58,105   0
SERVICE FEES 506 506   0
WEBSITE FEES 936 0   936


TY 2025 OtherIncomeSchedule2
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 357 357 357


TY 2025 TaxesSchedule
Name:
MULLINIX FAMILY FOUNDATION
EIN:
87-4027501
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 1,001 1,001   0
EXCISE TAX PAID - 2023 28,670 0   0