Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
EDGAR AND ROBERTA MULZER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 307   Room/suite
City or town, state, and ZIP code
TELL CITY, IN47586
A Employer identification number

35-2049784
B Telephone number (see page 10 of the instructions)

C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,033,979J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,000
2 Check bullet
3 Interest on savings and temporary cash investments 11,247 9,461 11,247
4 Dividends and interest from securities...... 53,440 53,440 53,440
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 46,911
b Gross sales price for all assets on line 6a 878,695
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,556 1,556 1,556
12 Total. Add lines 1 through 11........ 114,154 64,457 66,243
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,651      
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 1,500 1,500    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,434 1,434    
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 699 699    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,284 3,633   0
25 Contributions, gifts, grants paid........ 124,500 124,500
26 Total expenses and disbursements. Add lines 24 and 25 151,784 3,633   124,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,630
b Net investment income (if negative, enter -0-) 60,824
c Adjusted net income (if negative, enter -0-)... 66,243
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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............... 540    
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 285,585 Click to see attachment221,932 224,206
b Investments—corporate stock (attach schedule)........ 2,029,820 Click to see attachment2,046,148 2,595,837
c Investments—corporate bonds (attach schedule)........ 185,206 Click to see attachment195,441 213,936
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,501,151 2,463,521 3,033,979
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,501,151 2,463,521
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,501,151 2,463,521
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,501,151 2,463,521
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,501,151
2 Enter amount from Part I, line 27a...................... 2 -37,630
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,463,521
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 2,463,521
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 134,857 2,628,669 0.051302
2008 151,219 2,796,265 0.054079
2007 95,343 3,065,347 0.031103
2006 66,843 1,913,516 0.034932
2005 70,450 1,530,877 0.046019
2 Total of line 1, column (d) ...................... 2 0.217435
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.043487
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 2,915,229
5 Multiply line 4 by line 3....................... 5 126,775
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 608
7 Add lines 5 and 6......................... 7 127,383
8 Enter qualifying distributions from Part XII, line 4.............. 8 124,500
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,216
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,216
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 1,216
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 401
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.............. 7 401
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 817
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletIN
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletEDWARD JONES TRUST Telephone no.bullet (888) 566-3747
    Located atbulletPO BOX 66916ST LOUISMO ZIP+4bullet63166
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 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 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the 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
    EDWARD JONES TRUST COMPANY
    EDWARD JONES TRUST COMPANYClick to see attachment     		TRUSTEE
    2.00     		21,351 0 0
    12555 MANCHESTER RD
    12555 MANCHESTER RD
    ST LOUIS,MO63131
    BILL H BRADLEYClick to see attachment VP SEC TR
    4.00     		800 0 0
    2017 MAIN ST
    2017 MAIN ST
    TELL CITY,IN47586
    BEVERLY K BRADLEYClick to see attachment DIRECTOR
    2.00     		300 0 0
    23 WILLIAM TELL BLVD
    23 WILLIAM TELL BLVD
    TELL CITY,IN47586
    ROBERTA MULZERClick to see attachment DIRECTOR
    2.00     		300 0 0
    401 10TH ST
    401 10TH ST
    TELL CITY,IN47586
    JEAN RYANClick to see attachment DIRECTOR
    2.00     		300 0 0
    2152 TARPON RD
    2152 TARPON RD
    NAPLES,FL341021553
    ANGELA ERWINClick to see attachment DIRECTOR
    2.00     		300 0 0
    2022 NORTHSIDE DR NW
    2152 NORTHSIDE DR NW
    ATLANTA,GA303053938
    REBECCA MULZERClick to see attachment DIRECTOR
    2.00     		300 0 0
    58 TEMPLE ST
    68 TEMPLE ST
    BOSTON,MA02114
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    2,959,623
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,959,623
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    2,959,623
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    44,394
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,915,229
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    145,761
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    145,761
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,216
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,216
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    144,545
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    144,545
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    144,545
    Part XII
    Qualifying Distributions (see page 25 of the 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
    124,500
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    124,500
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    124,500
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 144,545
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 124,485
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 124,500
    a Applied to 2009, but not more than line 2a 124,485
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 15
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (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  
    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 page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		144,530
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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).)
    EDGAR C MULZER
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    THE EDGAR ROBERTA MULZER FOUNDATI
    EDWARD JONES TRUST
    12555 MANCHESTER RD
    ST LOUIS,MO63131
    (888) 566-3747
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO FORMAL APPLICATION PROCESS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN RED CROSS
    AMERICAN RED CROSS
    29 S STOCKWELL RD
    29 S STOCKWELL RD
    EVANSVILLE,IN47714     		NONE   UNRESTRICTED CHARITABLE DONATION 4,400
    BIG BROTHERS BIG SISTERS
    BIG BROTHERS BIG SISTERS
    PO BOX 153
    PO BOX 153
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,200
    BOY SCOUTS OF AMERICA-
    BOY SCOUTS OF AMERICA-BUFFALO TRACE COUNCIL
    PO BOX 3245
    PO BOX 3245
    EVANSVILLE,IN47713     		NONE   UNRESTRICTED CHARITABLE DONATION 2,100
    CAMP REVEAL
    CAMP REVEAL
    300 SE MARTIN LUTHER KING
    300 SE MARTIN LUTHER KING
    EVANSVILLE,IN47713     		NONE   UNRESTRICTED CHARITABLE DONATION 1,200
    CRAWFORD CO FAMILY OUTREA
    CRAWFORD CO FAMILY OUTREACH
    302 MAIN ST
    302 MAIN ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,200
    EMMANUEL LUTHERAN CHURCH
    EMMANUEL LUTHERAN CHURCH
    1105 PESTALOZZI ST
    1105 PESTALOZZI STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 6,500
    EMMANUEL LUTHERAN WOW GRP
    EMMANUEL LUTHERAN WOW GROUP
    1105 PESTALOZZI ST
    1105 PESTALOZZI STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,200
    EVANSVILLE CHRISTIAN LIFE
    EVANSVILLE CHRISTIAN LIFE CENTER
    509 S KENTUCKY AVENUE
    509 S KENTUCKY AVENUE
    EVANSVILLE,IN477141091     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    GIRL SCOUTS OF AMERICA-
    GIRL SCOUTS OF AMERICA-RAINTREE GIRL SCOUT COUNCIL
    PO BOX 1350
    PO BOX 1350
    EVANSVILLE,IN47706     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    GLORY BEES PRESCHOOL
    GLORY BEES PRESCHOOL
    802 13TH STREET
    802 13TH STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 1,750
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF CRAWFORD COUNTY
    PO BOX 333
    PO BOX 333
    ENGLISH,IN47118     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF PERRY COUNTY
    PO BOX 72
    PO BOX 72
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF SPENCER COUNTY
    PO BOX 449
    PO BOX 449
    DALE,IN475230449     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    HACKLEMAN CEMETARY
    HACKLEMAN CEMETARY
    C/O JUDY ICE
    1345 N ORCHARD ROAD
    ROCKPORT,IN47635     		NONE   UNRESTRICTED CHARITABLE DONATION 800
    HOOSIER UPLANDS HOME
    HOOSIER UPLANDS HOME HEALTH
    PO BOX 9
    PO BOX 9
    MITCHELL,IN474460009     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    LEADERSHIP CRAWFORD CO IN
    LEADERSHIP CRAWFORD COUNTY INDIANA
    WHAS CRUSADE FOR CHILDREN
    PO BOX 1100
    LOUISVILLE,KY40201     		NONE   UNRESTRICTED CHARITABLE DONATION 2,200
    LEADERSHIP PERRY CTY IN
    LEADERSHIP PERRY COUNTY INDIANA
    PO BOX 192
    PO BOX 192
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,200
    LEADERSHIP SPENCER CTY IN
    LEADERSHIP SPENCER COUNTY INDIANA
    1416 ST MEINRAD RD
    1416 ST MEINRAD RD
    ST MEINRAD,IN47577     		NONE   UNRESTRICTED CHARITABLE DONATION 2,200
    LUTHERAN ASSOCIATION OF
    LUTHERAN ASSOCIATION OF MISSIONARIES AND PILOTS
    3525 NORTH 124TH STREET
    3525 NORTH 124TH STREET
    BROOKFIELD,WI530052498     		NONE   UNRESTRICTED CHARITABLE DONATION 2,700
    LUTHERAN CHURCH MISSOURI
    LUTHERAN CHURCH MISSOURI SYNOD-ST LOUIS MO
    1333 S KIRKWOOD RD
    1333 S KIRKWOOD RD
    ST LOUIS,MO631227295     		NONE   UNRESTRICTED CHARITABLE DONATION 3,200
    LUTHERAN HOUR MINISTRIES
    LUTHERAN HOUR MINISTRIES
    660 MASON RIDGE CENTER DR
    660 MASON RIDGE CENTER DR
    ST LOUIS,MO631418557     		NONE   UNRESTRICTED CHARITABLE DONATION 3,150
    MARCH OF DIMES
    MARCH OF DIMES
    125 N WEINBACH AVE
    125N WEINBACH AVE STE 410
    EVANSVILLE,IN47711     		NONE   UNRESTRICTED CHARITABLE DONATION 1,900
    PERRY CENTRAL FAMILY
    PERRY CENTRAL FAMILY OUTREACH
    18677 OLD STATE RD 37
    18677 OLD STATE RD 37
    LEOPOLD,IN47551     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    PERRY CO IN ANIMAL SHELTE
    PERRY CO IN ANIMAL SHELTER
    200 HERZELLE ST
    200 HERZELLE ST
    CANNELTON,IN47520     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    PERRY CO MEMORIAL HOSP
    PERRY CO MEMORIAL HOSP
    1 HOSPITAL RD
    1 HOSPITAL RD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    PERRY CO MEMORIAL HOSPITA
    PERRY COUNTY MEMORIAL HOSPITAL (CARDIAC REHAB)
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    PERRY CO MINISTERIAL ASSC
    PERRY COUNTY INDIANA MINISTRIAL ASSOCIATION
    702 10TH STREET
    702 10TH STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    PERRY COUNTY IN HOSPICE
    PERRY COUNTY INDIANA HOSPICE
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    REHABILITAION CENTER
    REHABILITATION CENTER (EASTER SEAL)
    3701 BELLEMEADE AVENUE
    3701 BELLEMEAD AVENUE
    EVANSVILLE,IN47714     		NONE   UNRESTRICTED CHARITABLE DONATION 1,900
    RILEY HOSPITAL MEMORIAL
    RILEY HOSPITAL MEMORIAL ASSOCIATION
    30 S MERIDIAN ST STE 200
    30 S MERIDAN ST STE 200
    INDIANAPOLIS,IN462043509     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    SALVATION ARMY
    SALVATION ARMY
    1040 N FULTON AVE
    1040 N FULTON AVE
    EVANSVILLE,IN477240055     		NONE   UNRESTRICTED CHARITABLE DONATION 4,500
    SPENCER CO HOSPICE
    SPENCER COUNTY INDIANA HOSPICE
    225 MAIN STREET
    225 MAIN STREET
    ROCKPORT,IN47635     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    SPENCER CO HUMANE SOC
    SPENCER COUNTY INDIANA HUMANE SOCIETY
    12066 N COUNTY ROAD
    12066 N COUNTY ROAD
    EVANSTON,IN47531     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    ST JOHNS DAYCARE PRESCHOO
    ST JOHNS DAYCARE PRESCHOOL
    12308 E 1160 NORTH
    12308 E 1160 NORTH
    EVANSTON,IN47531     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    TELL CITY-PERRY COUNTY
    TELL CITY-PERRY COUNTY PUBLIC LIBRARY
    2328 TELL STREET
    2328 TELL STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    TOTS LOTS PRESCHOOL
    TOTS LOTS PRESCHOOL
    PO BOX 32
    PO BOX 32
    TELL CITY,IN475860032     		NONE   UNRESTRICTED CHARITABLE DONATION 1,900
    UNITED WAY OF CRAWFORD CO
    UNITED WAY OF CRAWFORD COUNTY
    PO BOX 205
    PO BOX 205
    MILLTOWN,IN47145     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    UNITED WAY OF PERRY CO
    UNTIED WAY OF PERRY COUNTY
    1012 31ST STREET
    1012 31ST STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    UNITED WAY OF SPENCER CO
    UNITED WAY OF SPENCER COUNTY
    PO BOX 18
    PO BOX 18
    EVANSVILLE,IN477010018     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    VISITING NURSES ASSOC
    VISITING NURSES ASSOCIATION OF PERRY COUNTY IN
    PO BOX 3487
    PO BOX 3487
    EVANSVILLE,IN47734     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    VISITING NURSES ASSOC
    VISITING NURSES ASSOCIATION OF SPENCER COUNTY IN
    PO BOX 3487
    PO BOX 3487
    EVANSVILLE,IN47735     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    WE THE YOUTH OF PERRY CO
    WE THE YOUTH OF PERRY COUNTY
    20 ELEVENTH STREET
    20 ELEVENTH STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 1,700
    WM TELL ELEM SCHOOL
    WM TELL ELEMENTARY SCHOOL
    1235 31ST STREET
    1235 31ST STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 1,700
    WNIN PUBLIC RADIO
    WNIN PUBLIC RADIO
    405 CARPENTER ST
    405 CARPENTER ST
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 900
    YMCA-EVANSVILLE IN
    YMCA-EVANSVILLE IN
    222 NW 6TH STREET
    222 NW 6TH STREET
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 1,300
    YMCA-EVANSVILLE IN
    YMCA-EVANSVILLE IN
    118 VINE ST
    118 VINE STREET
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 2,600
    ZION UNITED CHURCH OF
    ZION UNITED CHURCH OF CHRIST
    PO BOX 65
    PO BOX 65
    CHRISNEY,IN47611     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    UNITED WAY OF PERRY CO
    UNITED WAY OF PERRY CO
    1012 31ST ST
    1012 31ST ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 400
    Total .................................bullet 3a 124,500
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 11,247  
    4 Dividends and interest from securities....     14 53,440  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     18 1,556  
    8Gain or (loss) from sales of assets other than inventory     18 46,911  
    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)..   113,154  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13113,154
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF PREPARATION 1,500 1,500    

    TY 2010 CompensationExplanation
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Person Name Explanation
    EDWARD JONES TRUST COMPANY
    EDWARD JONES TRUST COMPANY     		 
    BILL H BRADLEY N/A
    BEVERLY K BRADLEY N/A
    ROBERTA MULZER N/A
    JEAN RYAN  
    ANGELA ERWIN  
    REBECCA MULZER  

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

    TY 2010 GainLossSaleOtherAssetsSch
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ALLSTATE CORP COM 2010-04 PURCHASE 2010-05   1,971 2,239     -268  
    ALLSTATE CORP COM 2009-01 PURCHASE 2010-09   2,498 2,611     -113  
    AMERICAN EXPRESS CO 2010-05 PURCHASE 2010-07   2,013 1,793     220  
    APPLE COMPUTER INC 2010-03 PURCHASE 2010-04   735 657     78  
    APPLE COMPUTER INC 2010-03 PURCHASE 2010-05   2,005 1,753     252  
    APPLE COMPUTER INC 2009-01 PURCHASE 2010-09   2,841 2,402     439  
    BP AMOCO 2009-01 PURCHASE 2010-06   9,008 12,342     -3,334  
    BANK OF AMERICA CORP 2009-01 PURCHASE 2010-11   19,396 25,739     -6,343  
    CANADIAN NATIONAL RAILWAY 2009-10 PURCHASE 2010-01   546 489     57  
    CANADIAN NATIONAL RAILWAY 2009-10 PURCHASE 2010-04   3,480 2,688     792  
    CANADIAN NATIONAL RAILWAY 2009-10 PURCHASE 2010-05   578 489     89  
    CANADIAN NATIONAL RAILWAY 2009-10 PURCHASE 2010-06   3,019 2,443     576  
    CANADIAN NATIONAL RAILWAY 2010-07 PURCHASE 2010-09   958 933     25  
    CATERPILLAR INC 2010-07 PURCHASE 2010-09   1,519 1,375     144  
    COMCAST CORP 2009-12 PURCHASE 2010-01   2,001 2,041     -40  
    COMCAST CORP 2009-01 PURCHASE 2010-03   2,552 2,251     301  
    COMCAST CORP 2009-07 PURCHASE 2010-04   1,027 781     246  
    COMCAST CORP 2009-07 PURCHASE 2010-05   2,260 1,776     484  
    CONOCOPHILLIPS 2010-07 PURCHASE 2010-09   1,129 1,091     38  
    ENERGEN CORP 2009-01 PURCHASE 2010-09   4,306 4,526     -220  
    EXPRESS SCRIPTS INC 2009-02 PURCHASE 2010-01   1,364 821     543  
    EXXON MOBIL CORP 2009-01 PURCHASE 2010-01   2,780 2,926     -146  
    FHLMC 2010-04 PURCHASE 2010-08   40,000 39,920     80  
    FORTUNE BRANDS INC COM 2009-01 PURCHASE 2010-11   3,544 2,538     1,006  
    HEWLETT PACKARD CO 2009-01 PURCHASE 2010-11   5,857 5,937     -80  
    ILLINOIS TOOL WKS INC COM 2010-03 PURCHASE 2010-06   461 468     -7  
    MANULIFE FINL CORP 2009-01 PURCHASE 2010-09   5,080 6,982     -1,902  
    MEDTRONIC INC 2009-01 PURCHASE 2010-09   2,237 2,510     -273  
    MERCK & CO INC 2009-10 PURCHASE 2010-01   595 475     120  
    MERCK & CO INC 2009-10 PURCHASE 2010-03   2,994 2,531     463  
    MERCK & CO INC 2010-04 PURCHASE 2010-07   1,056 1,089     -33  
    MICROSOFT CORP 2009-08 PURCHASE 2010-01   615 494     121  
    MICROSOFT CORP 2009-08 PURCHASE 2010-03   1,006 865     141  
    MICROSOFT CORP 2009-08 PURCHASE 2010-04   1,252 989     263  
    MONSANTO CO 2009-01 PURCHASE 2010-07   16,333 20,701     -4,368  
    MORGAN STANLEY DEAN WITTER 2010-04 PURCHASE 2010-05   1,501 1,649     -148  
    NIKE INC 2009-01 PURCHASE 2010-09   1,937 1,833     104  
    NORTHERN TR CORP 2009-01 PURCHASE 2010-05   7,277 7,828     -551  
    NOVARTIS AG ADR 2010-03 PURCHASE 2010-07   971 1,087     -116  
    NSTAR COM 2010-01 PURCHASE 2010-05   1,043 1,090     -47  
    NSTAR COM 2010-01 PURCHASE 2010-07   1,515 1,454     61  
    NSTAR COM 2010-01 PURCHASE 2010-09   967 909     58  
    NSTAR COM 2010-01 PURCHASE 2010-11   5,415 4,724     691  
    PARKER HANNIFIN CORP 2009-08 PURCHASE 2010-01   1,167 994     173  
    PARKER HANNIFIN CORP 2009-08 PURCHASE 2010-03   2,524 1,988     536  
    PARKER HANNIFIN CORP 2009-08 PURCHASE 2010-04   3,157 2,237     920  
    PEPSICO INC 2009-01 PURCHASE 2010-05   937 979     -42  
    PEPSICO INC 2010-03 PURCHASE 2010-07   981 961     20  
    PEPSICO INC 2010-03 PURCHASE 2010-09   5,631 5,447     184  
    PRECISION CASTPARTS CORP 2010-07 PURCHASE 2010-09   1,948 1,827     121  
    PROGRESSIVE CORP OHIO 2009-01 PURCHASE 2010-03   8,142 7,373     769  
    QUALCOMM INC 2009-12 PURCHASE 2010-01   728 673     55  
    QUALCOMM INC 2009-12 PURCHASE 2010-09   1,951 2,020     -69  
    SCHLUMBERGER LTD 2010-01 PURCHASE 2010-04   470 498     -28  
    STATE STR CORP 2009-12 PURCHASE 2010-04   6,470 5,919     551  
    STATE STR CORP 2009-12 PURCHASE 2010-05   507 531     -24  
    STRYKER CORP 2009-05 PURCHASE 2010-01   2,226 1,597     629  
    US BANCORP DEL 2009-01 PURCHASE 2010-03   4,767 3,926     841  
    US BANCORP DEL 2009-06 PURCHASE 2010-04   2,936 1,899     1,037  
    US BANCORP DEL 2009-06 PURCHASE 2010-05   1,335 995     340  
    VERIZON COMMUNICATIONS 2009-01 PURCHASE 2010-05   3,946 4,413     -467  
    VODAFONE GROUP 2010-05 PURCHASE 2010-07   3,971 3,392     579  
    VODAFONE GROUP 2010-05 PURCHASE 2010-09   3,061 2,394     667  
    ABBOTT LABS 1995-01 PURCHASE 2010-01   553 537     16  
    ABBOTT LABS 1995-01 PURCHASE 2010-03   2,452 2,417     35  
    ADOBE SYS INC 1995-01 PURCHASE 2010-03   1,407 1,659     -252  
    ADOBE SYS INC 1995-01 PURCHASE 2010-09   2,475 3,111     -636  
    AUTOMATIC DATA PROCESSING 1995-01 PURCHASE 2010-03   1,080 1,073     7  
    AUTOMATIC DATA PROCESSING 1995-01 PURCHASE 2010-04   900 858     42  
    AUTOMATIC DATA PROCESSING 2009-01 PURCHASE 2010-07   18,981 18,833     148  
    BP AMOCO 2008-10 PURCHASE 2010-04   2,118 1,721     397  
    BP AMOCO 2009-01 PURCHASE 2010-06   16,101 20,238     -4,137  
    BANK OF AMERICA CORP 1995-01 PURCHASE 2010-03   3,192 9,554     -6,362  
    BANK OF AMERICA CORP 2009-01 PURCHASE 2010-03   8,635 19,311     -10,676  
    BECTON DICKINSON 2008-12 PURCHASE 2010-03   3,119 2,659     460  
    CENTRAL BK GA 2009-02 PURCHASE 2010-05   30,196 29,925     271  
    CHEVRONTEXACO CORP 2009-03 PURCHASE 2010-04   2,456 2,067     389  
    CHEVRONTEXACO CORP 2009-08 PURCHASE 2010-09   2,378 2,125     253  
    CISCO SYS 1995-01 PURCHASE 2010-01   1,120 1,079     41  
    CISCO SYS 1995-01 PURCHASE 2010-03   2,599 2,397     202  
    CISCO SYS 1995-01 PURCHASE 2010-04   1,365 1,198     167  
    CITIGROUP 2008-11 PURCHASE 2010-03   164 597     -433  
    CITIGROUP 2009-01 PURCHASE 2010-03   8,512 29,023     -20,511  
    COMCAST 2009-07 PURCHASE 2010-07   2,012 1,492     520  
    EMC CORP 2008-11 PURCHASE 2010-01   539 290     249  
    EMC CORP 2008-11 PURCHASE 2010-03   2,671 1,401     1,270  
    EMC CORP 2008-11 PURCHASE 2010-04   1,451 725     726  
    EMC CORP 2008-11 PURCHASE 2010-05   1,023 531     492  
    EMC CORP 2008-11 PURCHASE 2010-09   1,030 483     547  
    ECOLAB 2009-02 PURCHASE 2010-05   3,998 2,888     1,110  
    ECOLAB 2009-02 PURCHASE 2010-06   2,084 1,529     555  
    ECOLAB 2009-02 PURCHASE 2010-09   1,010 680     330  
    EMERSON ELEC 2008-09 PURCHASE 2010-01   1,567 1,420     147  
    EMERSON ELEC 2009-01 PURCHASE 2010-03   2,882 2,434     448  
    EMERSON ELEC 2008-09 PURCHASE 2010-04   2,078 1,622     456  
    EMERSON ELEC 2008-09 PURCHASE 2010-06   2,054 1,825     229  
    EMERSON ELEC 2008-09 PURCHASE 2010-09   1,044 811     233  
    ENERGEN CORP 2008-09 PURCHASE 2010-05   445 429     16  
    ENERGEN CORP 2008-09 PURCHASE 2010-07   1,407 1,286     121  
    ENERGEN CORP 2009-01 PURCHASE 2010-09   15,137 11,540     3,597  
    ENERGEN CORP 2009-01 PURCHASE 2010-09   9,066 5,603     3,463  
    ENERGEN CORP 2009-02 PURCHASE 2010-09   227 132     95  
    EXPRESS SCRIPTS INC 2009-02 PURCHASE 2010-03   4,919 2,737     2,182  
    EXPRESS SCRIPTS INC 2009-02 PURCHASE 2010-05   2,019 1,095     924  
    EXXON MOBIL CORP 2009-01 PURCHASE 2010-01   22,032 19,837     2,195  
    FPL GROUP 2009-01 PURCHASE 2010-01   8,018 8,093     -75  
    FPL GROUP 2009-05 PURCHASE 2010-05   1,977 2,295     -318  
    FORTUNE BRANDS INC 2008-10 PURCHASE 2010-04   4,426 3,047     1,379  
    FORTUNE BRANDS INC 2008-10 PURCHASE 2010-05   5,001 3,764     1,237  
    FORTUNE BRANDS INC 2008-10 PURCHASE 2010-09   2,986 2,151     835  
    FORTUNE BRANDS INC 2009-01 PURCHASE 2010-11   23,443 14,613     8,830  
    FORTUNE BRANDS INC 2009-01 PURCHASE 2010-11   2,363 1,067     1,296  
    GENERAL DYNAMICS CORP 2008-09 PURCHASE 2010-01   1,058 1,096     -38  
    GENERAL DYNAMICS CORP 2008-09 PURCHASE 2010-03   2,214 2,191     23  
    GENERAL DYNAMICS CORP 2008-09 PURCHASE 2010-06   971 1,096     -125  
    GENERAL DYNAMICS CORP 2008-09 PURCHASE 2010-09   954 1,096     -142  
    GENERAL MILLS INC 2008-11 PURCHASE 2010-01   1,072 982     90  
    GENERAL MILLS INC 2008-11 PURCHASE 2010-03   7,573 6,875     698  
    GENERAL MILLS INC 2008-11 PURCHASE 2010-05   3,557 3,274     283  
    GENERAL MILLS INC 2008-11 PURCHASE 2010-09   5,372 4,911     461  
    HEWLETT PACKARD 2008-12 PURCHASE 2010-01   1,580 1,036     544  
    HEWLETT PACKARD 2008-12 PURCHASE 2010-03   2,070 1,381     689  
    HEWLETT PACKARD 2008-12 PURCHASE 2010-04   376 242     134  
    HEWLETT PACKARD 2008-12 PURCHASE 2010-05   936 691     245  
    HEWLETT PACKARD 2008-12 PURCHASE 2010-11   15,401 12,258     3,143  
    HOME DEPOT INC 2008-10 PURCHASE 2010-03   3,994 2,387     1,607  
    HOME DEPOT INC 2008-10 PURCHASE 2010-04   2,985 1,623     1,362  
    HOME DEPOT INC 2008-10 PURCHASE 2010-05   7,579 4,202     3,377  
    HOME DEPOT INC 2008-10 PURCHASE 2010-09   1,082 668     414  
    ILLINOIS TOOL WKS 2008-12 PURCHASE 2010-04   511 326     185  
    ILLINOIS TOOL WKS 2008-12 PURCHASE 2010-05   464 326     138  
    ILLINOIS TOOL WKS 2008-12 PURCHASE 2010-06   24,421 17,288     7,133  
    INTEL CORP COM 2008-10 PURCHASE 2010-01   1,064 812     252  
    INTEL CORP COM 2008-10 PURCHASE 2010-03   2,075 1,624     451  
    INTEL CORP COM 2008-10 PURCHASE 2010-04   3,007 2,030     977  
    JP MORGAN CHASE 2008-11 PURCHASE 2010-03   2,134 1,766     368  
    JP MORGAN CHASE 2009-01 PURCHASE 2010-04   2,977 2,074     903  
    JP MORGAN CHASE 2008-12 PURCHASE 2010-05   400 304     96  
    JP MORGAN CHASE 2008-12 PURCHASE 2010-09   1,022 760     262  
    JOHNSON & JOHNSON COM 2008-10 PURCHASE 2010-03   2,576 2,496     80  
    JOHNSON & JOHNSON COM 2008-10 PURCHASE 2010-05   474 499     -25  
    KIMBERLY CLARK CORP 2008-10 PURCHASE 2010-03   5,099 5,107     -8  
    KIMBERLY CLARK CORP 2008-10 PURCHASE 2010-05   2,432 2,403     29  
    KIMBERLY CLARK CORP 2008-10 PURCHASE 2010-07   970 901     69  
    KIMBERLY CLARK CORP 2009-01 PURCHASE 2010-09   5,963 5,407     556  
    LILLY ELI & CO 2008-11 PURCHASE 2010-03   1,575 1,502     73  
    LILLY ELI & CO 2008-11 PURCHASE 2010-04   548 501     47  
    LILLY ELI & CO 2008-11 PURCHASE 2010-07   1,062 1,001     61  
    LILLY ELI & CO 2009-01 PURCHASE 2010-09   14,035 12,948     1,087  
    LILLY ELI & CO 2008-11 PURCHASE 2010-09   7,234 6,674     560  
    MDU RES GROUP 2009-01 PURCHASE 2010-01   11,059 11,335     -276  
    MDU RES GROUP 2008-12 PURCHASE 2010-07   1,014 1,053     -39  
    MDU RES GROUP 2008-12 PURCHASE 2010-11   5,499 5,688     -189  
    MANULIFE FINL CORP COM 2009-01 PURCHASE 2010-09   15,749 12,958     2,791  
    MASTERCARD INC 2008-12 PURCHASE 2010-01   1,302 673     629  
    MASTERCARD INC 2008-12 PURCHASE 2010-04   2,603 1,347     1,256  
    MASTERCARD INC 2008-12 PURCHASE 2010-05   16,140 10,369     5,771  
    MEDTRONIC INC 2008-12 PURCHASE 2010-01   1,601 1,115     486  
    MEDTRONIC INC 2008-12 PURCHASE 2010-03   2,473 1,752     721  
    MEDTRONIC INC 2008-12 PURCHASE 2010-09   16,563 15,797     766  
    MOLSON COORS BREWING 2008-10 PURCHASE 2010-03   4,044 3,801     243  
    MOLSON COORS BREWING 2008-10 PURCHASE 2010-04   878 800     78  
    MOLSON COORS BREWING 2008-10 PURCHASE 2010-05   406 400     6  
    MOLSON COORS BREWING 2008-10 PURCHASE 2010-07   3,503 3,001     502  
    MOLSON COORS BREWING 2009-01 PURCHASE 2010-09   4,576 4,321     255  
    MONSANTO CO 2009-05 PURCHASE 2010-06   1,003 1,782     -779  
    MONSANTO CO 2009-05 PURCHASE 2010-07   8,626 13,366     -4,740  
    NEXTERA ENERGY 2009-05 PURCHASE 2010-09   3,513 3,730     -217  
    NEXTERA ENERGY 2009-05 PURCHASE 2010-11   3,325 3,730     -405  
    NORTHERN TR CORP 2009-03 PURCHASE 2010-04   1,385 1,495     -110  
    NORTHERN TR CORP 2009-01 PURCHASE 2010-05   17,933 20,068     -2,135  
    OMNICOM GROUP 2008-11 PURCHASE 2010-01   1,154 711     443  
    OMNICOM GROUP 2008-11 PURCHASE 2010-04   1,534 830     704  
    OMNICOM GROUP 2008-11 PURCHASE 2010-05   5,968 3,675     2,293  
    OMNICOM GROUP 2008-11 PURCHASE 2010-09   1,568 948     620  
    ORACLE CORP COM 1995-01 PURCHASE 2010-01   2,032 1,768     264  
    ORACLE CORP COM 1995-01 PURCHASE 2010-03   2,476 2,210     266  
    ORACLE CORP COM 1995-01 PURCHASE 2010-04   521 442     79  
    ORACLE CORP COM 1995-01 PURCHASE 2010-09   2,413 1,989     424  
    PARKER HANNIFIN CORP 2009-05 PURCHASE 2010-06   1,835 1,315     520  
    PARKER HANNIFIN CORP 2009-01 PURCHASE 2010-09   3,143 2,208     935  
    PFIZER INC 2008-09 PURCHASE 2010-03   1,473 1,515     -42  
    PROCTER & GAMBLE 2009-01 PURCHASE 2010-03   6,335 5,990     345  
    PROCTER & GAMBLE 1995-01 PURCHASE 2010-03   1,901 1,789     112  
    PROCTER & GAMBLE 1995-01 PURCHASE 2010-05   1,830 1,789     41  
    PROCTER & GAMBLE 1995-01 PURCHASE 2010-09   4,606 4,472     134  
    PROGRESSIVE CORP OHIO 2009-01 PURCHASE 2010-03   22,050 16,475     5,575  
    ROYAL DUTCH SHELL 2008-09 PURCHASE 2010-04   1,543 1,454     89  
    ROYAL DUTCH SHELL 2008-09 PURCHASE 2010-07   1,981 2,036     -55  
    ROYAL DUTCH SHELL 2008-09 PURCHASE 2010-09   2,069 2,036     33  
    STRYKER CORP 2009-02 PURCHASE 2010-03   2,203 1,556     647  
    STRYKER CORP 2009-02 PURCHASE 2010-04   1,165 778     387  
    SUNCOR ENERGY 2009-03 PURCHASE 2010-04   2,580 1,650     930  
    SUNCOR ENERGY 2009-07 PURCHASE 2010-07   1,948 1,870     78  
    SUNCOR ENERGY 2009-08 PURCHASE 2010-09   956 946     10  
    SYSCO CORP 2008-10 PURCHASE 2010-03   2,029 1,784     245  
    SYSCO CORP 2008-10 PURCHASE 2010-05   7,538 6,499     1,039  
    SYSCO CORP 2008-10 PURCHASE 2010-07   935 765     170  
    TARGET CORP COM 2008-10 PURCHASE 2010-03   2,943 2,155     788  
    TARGET CORP COM 2008-10 PURCHASE 2010-04   1,121 784     337  
    TARGET CORP COM 2008-10 PURCHASE 2010-05   7,089 5,095     1,994  
    TARGET CORP COM 2008-10 PURCHASE 2010-09   1,082 784     298  
    3M CO 2008-09 PURCHASE 2010-01   1,673 1,355     318  
    3M CO 2008-09 PURCHASE 2010-05   1,623 1,355     268  
    3M CO 2008-09 PURCHASE 2010-06   1,569 1,355     214  
    UNITED TECHNOLOGIES CORP 1995-01 PURCHASE 2010-01   1,451 1,093     358  
    UNITED TECHNOLOGIES CORP 1995-01 PURCHASE 2010-04   372 273     99  
    UNITED TECHNOLOGIES CORP 1995-01 PURCHASE 2010-05   472 383     89  
    UNITED TECHNOLOGIES CORP 1995-01 PURCHASE 2010-06   1,679 1,366     313  
    VERIZON COMMUNICATIONS 2008-10 PURCHASE 2010-05   25,580 25,406     174  
    WALGREEN CO 2008-11 PURCHASE 2010-03   5,048 3,319     1,729  
    WALGREEN CO 2009-01 PURCHASE 2010-09   4,582 4,314     268  
    WELLS FARGO CO 2009-02 PURCHASE 2010-03   1,015 593     422  
    WELLS FARGO CO 2009-02 PURCHASE 2010-04   4,019 2,032     1,987  
    WELLS FARGO CO 2009-02 PURCHASE 2010-05   1,457 847     610  
    ACCENTURE PLC IRELAND 2008-12 PURCHASE 2010-01   642 483     159  
    ACCENTURE PLC IRELAND 2008-12 PURCHASE 2010-03   1,451 1,127     324  
    ACCENTURE PLC IRELAND 2008-12 PURCHASE 2010-04   433 322     111  
    SECURITY LITIGATION SETTLEMENT 2009-01 PURCHASE 2010-12   387       387  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ARCHER DANIELS MIDLAND 25,307 29,267
    AT&T INC 25,244 28,404
    BANK OF THE PACIFIC 29,850 30,376
    CENTRAL BANK OF GEORGIA    
    FEDERAL HOME LOAN BANK 40,160 40,790
    GOLDMAN SACHS GRP 5.5% 25,573 27,036
    MCDONALD CORP 25,392 29,464
    ORACLE CORP 23,915 28,599

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 17,252 24,337
    ABBOTT LABS COM 24,806 23,188
    ACCENTURE LTD CL A 15,107 24,003
    ADOBE SYS INC 18,256 18,868
    ALLSTATE 27,229 27,576
    AMERICAN CAP INCM BUILDER-F 70,000 83,538
    AMERICAN EUROPACIFIC GRTH-F 120,686 177,141
    AMERICAN EXPRESS 25,150 26,825
    AMERICAN NEW PERSPECTIVE-F 123,939 174,837
    AMERICAN WATER WORKS 15,410 15,933
    APPLE COMPUTER INC 15,117 22,257
    AT&T INC    
    AUTOMATIC DATA PROCESSING INC    
    BANK OF AMERICA CORP COM    
    BECTON DICKINSON & CO 23,004 28,990
    BLACKROCK INC 26,250 29,540
    BP AMOCO PLC    
    CANADIAN NATIONAL RAILWAY 18,751 25,325
    CAPITAL WORLD GROWTH & INC FD CL F 90,000 121,568
    CATERPILLAR INC 20,354 30,908
    CEF ISHARES S&P 500 VALUE INDEX FUND 71,237 89,683
    CHEVRON CORP 26,294 33,854
    CISCO SYS INC COM 20,120 18,268
    CITIGROUP INC    
    COLUMBIA ACORN FD CL Z    
    COMCAST CORP 23,307 35,547
    CONOCO PHILLIPS 26,721 35,753
    CONSECO FING TR 24,911  
    E M C CORP MASS 9,177 21,755
    ECOLAB INC 16,334 23,950
    EMERSON ELEC CO 18,483 27,156
    ENERGEN CORP    
    EXPRESS SCRIPTS INC 17,140 29,295
    EXXON MOBIL CORP COM    
    FEDERATED GOVT OBLI FD    
    FEDERATED TOTAL RETURN FUND 40,027 44,055
    FEDEX CORPORATION    
    FORTUNE BRANDS INC    
    FPL GROUP INC    
    FRANKLIN CUSTODIAN FDS INC 50,000 51,131
    FRANKLIN HIGH INCOME FD ADVISOR CL 15,000 22,169
    GENERAL DYNAMICS CORP 23,313 27,033
    GENERAL MLS INC 20,619 24,699
    GOLDMAN SACHS MID CAP EQUITY CL I 36,009 34,898
    HARTFORD DIV & GROWTH FD CL Y 20,000 27,223
    HARTFORD GROUTH OPPTY FD CL Y 90,000 139,348
    HEWLETT PACKARD CO    
    HOME DEPOT INC 23,662 34,008
    ILLINOIS TOOL WKS INC    
    INTEL CORP 16,757 21,766
    INTERNATIONAL BUSINESS MACHINES 20,762 21,280
    JOHNSON & JOHNSON 25,157 25,482
    JP MORGAN CHASE & CO 19,738 27,912
    KIMBERLY CLARK CORP 20,797 23,766
    KRAFT FOODS INC CL A    
    LILLY ELI & CO    
    LORD ABBETT RES FD SML/CAP-A 20,000 33,525
    MANULIFE FINANCIAL GROUP    
    MASTERCARD INC CL A    
    MDU RES GROUP INC 14,823 15,020
    MEDTRONIC INC    
    MERCK & CO INC 22,510 25,048
    MICROSOFT CORP COM 19,263 21,574
    MOLSON COORS BREWING CO-B 23,255 27,354
    MONSANTO CO NEW    
    MORGAN STANLEY 29,243 27,482
    NEXTERA ENERGY 15,431 15,181
    NIKE INC 26,529 30,324
    NORTHERN TR CORP    
    NOVARTIS AG 24,073 26,469
    NSTAR 13,348 15,610
    OCCIDENTAL PETE CORP 28,648 36,788
    OMNICOM GROUP 19,905 30,594
    ORACLE CORP 16,022 22,849
    ORACLE CORP    
    PARKER HANNIFIN CORP 16,145 30,205
    PEPSICO INC COM 24,033 24,499
    PFIZER INC 24,397 25,845
    PG&E CORP    
    PHILIP MORRIS 24,577 25,753
    PRECISION CASTPARTS 21,042 26,450
    PROCTER & GAMBLE CO COM 22,238 26,054
    PROGRESSIVE CORP OHIO    
    QUALCOMM INC 20,836 23,409
    ROYAL DUTCH SHELL ADR A SHS 27,400 33,190
    SCHERING PLOUGH CORP    
    SCHLUMBERGER LTD 28,783 42,001
    STATE STREET CORP 23,756 26,970
    STRYKER CORP 20,635 28,193
    SUNCOR ENERGY INC 25,815 34,270
    SYSCO CORP 27,144 30,605
    TARGET CORP 23,794 32,831
    UNITED TECHNOLOGIES CORP 17,516 26,529
    US BANCORP NEW 18,110 26,700
    VERIZON COMMUNICATIONS    
    VIACOM INC NEW CL B    
    VISA INC 21,133 20,058
    VODAFONE GROUP 23,042 30,538
    WALGREEN CO 22,539 32,960
    WELLPOINT INC    
    WELLS FARGO & CO NEW COM 13,287 26,094
    ZIMMER HLDGS INC    

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    US Government Securities - End of Year Book Value:

    147,166
    US Government Securities - End of Year Fair Market Value:

    147,166
    State & Local Government Securities - End of Year Book Value:


    74,766
    State & Local Government Securities - End of Year Fair Market Value:


    77,040


    TY 2010 OtherAssetsSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE      


    TY 2010 OtherExpensesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    STATE FILING FEE 10 10    
    OTHER - ADJUST 689 689    


    TY 2010 OtherIncomeSchedule2
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER 414 414 414
    FEE OFFSET 1,142 1,142 1,142


    TY 2010 TaxesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 1,434 1,434