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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
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 instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,804,264J 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 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) 496,948
2 Check bullet
3 Interest on savings and temporary cash investments 33,265 25,681 33,265
4 Dividends and interest from securities...... 74,828 74,828 74,828
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 51,309
b Gross sales price for all assets on line 6a 1,406,167
7 Capital gain net income (from Part IV, line 2)... 682
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 2,610 2,610 2,610
12 Total. Add lines 1 through 11........ 658,960 103,801 110,703
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,000      
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 1,590      
c Other professional fees (attach schedule).... Click to see attachment 22,320 22,320    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,634      
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 715      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,259 22,320   0
25 Contributions, gifts, grants paid........ 213,500 213,500
26 Total expenses and disbursements. Add lines 24 and 25 245,759 22,320   213,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 413,201
b Net investment income (if negative, enter -0-) 81,481
c Adjusted net income (if negative, enter -0-)... 110,703
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 5,776 78,323 78,323
2 Savings and temporary cash investments..........   38,998 39,620
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) 639,320 Click to see attachment654,496 723,296
b Investments—corporate stock (attach schedule)........ 3,130,033 Click to see attachment3,441,757 3,793,678
c Investments—corporate bonds (attach schedule)........ 165,899 Click to see attachment140,655 169,347
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) 3,941,028 4,354,229 4,804,264
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 3,941,028 4,354,229
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,941,028 4,354,229
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,941,028 4,354,229
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 3,941,028
2 Enter amount from Part I, line 27a..................... 2 413,201
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 4,354,229
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 4,354,229
Form 990-PF (2012)
Form 990-PF (2012)
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 2 682
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
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))
2011 144,550 4,283,506 0.033746
2010 124,500 2,915,229 0.042707
2009 134,857 2,628,669 0.051302
2008 151,219 2,796,265 0.054079
2007 95,343 3,065,347 0.031103
2 Total of line 1, column (d) ...................... 2 0.212937
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 0.042587
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 4,538,560
5 Multiply line 4 by line 3....................... 5 193,284
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 815
7 Add lines 5 and 6......................... 7 194,099
8 Enter qualifying distributions from Part XII, line 4.............. 8 213,500
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 1 815
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............................ 3 815
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- ..... 5 815
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 2,226
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 1,894
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,120
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,305
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet820 Refunded Bullet 11 2,485
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 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDONALDSON CAPITAL MGT Telephone no.bullet (800) 431-3500
    Located atbullet20 NW FIRST STEVANSVILLEIN ZIP+4bullet47708
    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 2012, 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
     
    No
    See 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    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 2012 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 2012.)....................
    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 2012?
    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 instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........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 (2012)
    Form 990-PF (2012)
    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 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
    BILL H BRADLEYClick to see attachment VP SEC TR
    2.00     		1,500 0 0
    2017 MAIN ST
    2017 MAIN ST
    TELL CITY,IN47586
    BEVERLY K BRADLEYClick to see attachment DIRECTOR
    1.00     		500 0 0
    23 WILLIAM TELL BLVD
    23 WILLIAM TELL BLVD
    TELL CITY,IN47586
    ROBERTA MULZERClick to see attachment DIRECTOR
    2.00     		500 0 0
    401 10TH ST
    401 10TH ST
    TELL CITY,IN47586
    JEAN RYANClick to see attachment DIRECTOR
    2.00     		500 0 0
    2152 TARPON RD
    2152 TARPON RD
    NAPLES,FL341021553
    ANGELA ERWINClick to see attachment DIRECTOR
    1.00     		500 0 0
    2022 NORTHSIDE DR NW
    2152 NORTHSIDE DR NW
    ATLANTA,GA303053938
    REBECCA MULZERClick to see attachment DIRECTOR
    1.00     		500 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 instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 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 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
    4,478,685
    b
    Average of monthly cash balances.......................
    1b
    50,667
    c
    Fair market value of all other assets (see instructions)................
    1c
    78,323
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,607,675
    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
    4,607,675
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    69,115
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,538,560
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    226,928
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    226,928
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    815
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    815
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    226,113
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    226,113
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    226,113
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    213,500
    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
    213,500
    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 instructions).................
    5
    815
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    212,685
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 226,113
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 212,721
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 213,500
    a Applied to 2011, but not more than line 2a 212,721
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 779
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		225,334
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    THE EDGAR ROBERTA MULZER FOUNDATI
    PO BOX 307
    PO BOX 307
    TELL CITY,IN47586
    (812) 547-2337
    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 (2012)
    Form 990-PF (2012)
    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 PERR COUNTY IN
    AMERICAN RED CROSS
    29 S STOCKWELL RD
    29 S STOCKWELL RD
    EVANSVILLE,IN47714     		NONE   UNRESTRICTED CHARITABLE DONATION 4,000
    BIG BROTHERS BIG SISTERS OH VALLEY
    BIG BROTHERS BIG SISTERS
    101 PLAZA EAST BLVD STE 3
    101 PLAZA EAST BLVD STE 3
    EVANSVILLE,IN47715     		NONE   UNRESTRICTED CHARITABLE DONATION 2,500
    BOY SCOUTS OF AMERICA-
    BOY SCOUTS OF AMERICA-BUFFALO TRACE COUNCIL
    3501 E LLOYD EXPY
    3501 E LLOYD EXPY
    EVANSVILLE,IN47715     		NONE   UNRESTRICTED CHARITABLE DONATION 2,500
    CAMP REVEAL
    CAMP REVEAL
    300 SE MARTIN LUTHER KING
    300 SE MARTIN LUTHER KING
    EVANSVILLE,IN47713     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    CEDAR ST BAPT CHURCH FOOD PANTR
    CEDAR STREET BAPTIST CHURCH FOOD PANTRY
    249 S CEDAR ST
    249 S CEDAR ST
    MARENGO,IN47140     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    CHRISNEY LIBRARY
    CHRISNEY LIBRARY
    228 EAST NORTH STREET
    228 EAST NORTH STREET
    CHRISNEY,IN47611     		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
    CRAWFORD CO FAMILY OUTREA
    CRAWFORD CO FAMILY OUTREACH
    302 MAIN ST
    302 MAIN ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    CRAWFORD CO UMC FOOD PANTRY
    CRAWFORD CO UMC FOOD PANTRY
    C/O BOB KELLY
    C/O BOB KELLY
    MARENGO,IN47140     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    DOLLY PARTON IMAGINATION LIBRARY
    DOLLY PARTON IMAGINATION LIBRARY
    1012 31ST ST
    1012 31ST ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
    EMMANUEL LUTHERAN CHURCH
    EMMANUEL LUTHERAN CHURCH
    1105 PESTALOZZI ST
    1105 PESTALOZZI ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 8,000
    EMMANUEL LUTHERAN WOW GRP
    EMMANUEL LUTHERAN WOW GRP
    1105 PESTALOZZI ST
    1105 PESTALOZZI STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    EVANGELICAL UCC BLD & GNDS FUND
    EVANGELICAL UCC BLD & GNDS FUND
    802 10TH ST
    802 10TH ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    EVANSVILLE CHRISTIAN LIFE
    EVANSVILLE CHRISTIAN LIFE CENTER
    509 S KENTUCKY AVENUE
    509 S KENTUCKY AVENUE
    EVANSVILLE,IN47714     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    FRIENDS OF SOUTHERN HILLS
    FRIENDS OF SOUTHERN HILLS
    PO BOX 769
    PO BOX 769
    JASPER,IN47547     		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
    GIRL SCOUTS OF SW INDIANA
    GIRL SCOUTS OF SW INDIANA INC
    PO BOX 1350
    PO BOX 1350
    EVANSVILLE,IN47706     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    GLORY BEES PRESCHOOL
    GLORY BEES PRESCHOOL
    802 13TH STREET
    802 13TH STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF CRAWFORD COUNTY
    PO BOX 333
    PO BOX 333
    ENGLISH,IN47118     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF PERRY COUNTY
    PO BOX 72
    PO BOX 72
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF SPENCER COUNTY
    PO BOX 121
    PO BOX 121
    SANTA CLAUS,IN47579     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    HACKLEMAN CEMETARY
    HACKLEMAN CEMETARY
    C/O JAN DASSEL TREASURER
    589 FOREST PARK DRIVE
    NEWBURGH,IN47630     		NONE   UNRESTRICTED CHARITABLE DONATION 4,000
    HOOSIER UPLANDS HOME
    HOOSIER UPLANDS HOME HEALTH
    500 WEST MAIN STREET
    500 WEST MAIN STREET
    MITCHELL,IN47446     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    LAMP
    LAMP
    3525 N 124TH ST
    3525 N 124TH ST
    BROOKFIELD,WI53005     		NONE   UNRESTRICTED CHARITABLE DONATION 4,000
    LEADERSHIP PERRY CTY IN
    LEADERSHIP PERRY COUNTY INDIANA
    PO BOX 192
    PO BOX 192
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    LEADERSHIP SPENCER CTY IN
    LEADERSHIP SPENCER COUNTY INDIANA
    1416 ST MEINRAD RD
    1416 ST MEINRAD RD
    ST MEINRAD,IN47577     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    LUTHERAN CHURCH CONCORDIA SEMINARY
    LUTHERN CHURCH CONCORDIA SEMINARY
    801 SEMINARY PL
    801 SEMINARY PL
    ST LOUIS,MO63105     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    LUTHERAN HOUR MINISTRIES
    LUTHERAN HOUR MINISTRIES
    660 MASON RIDGE CENTER DR
    660 MASON RIDGE CENTER DR
    ST LOUIS,MO63141     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    LUTHERAN WORLD RELIEF
    LUTHERAN WORLD RELIEF
    PO BOX 17061
    PO BOX 17061
    BALTIMORE,MD21298     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    MARCH OF DIMES PERRY CNTY IN
    MARCH OF DIMES
    125 N WEINBACH AVE STE 41
    125N WEINBACH AVE STE 410
    EVANSVILLE,IN47711     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    PERRY CENTRAL FAMILY
    PERRY CENTRAL FAMILY OUTREACH
    18677 OLD STATE RD 37
    18677 OLD STATE RD 37
    LEOPOLD,IN47551     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY CO IN ANIMAL SHELTE
    PERRY CO IN ANIMAL SHELTER
    PO BOX 4
    PO BOX 4
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY COUNTY CLERGY ASSOC
    PERRY COUNTY CLERGY ASSOC
    702 10TH ST
    702 10TH ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY COUNTY FOOD COALITION
    PERRY COUNTY FOOD COALITION
    1012 31ST ST
    1012 31ST ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    PERRY COUNTY IN HOSPICE
    PERRY COUNTY INDIANA HOSPICE
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY COUNTY MEMORIAL HOSPITAL FDN
    PERRY COUNTY MEMORIAL HOSPITAL FDN
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 4,500
    PERRY COUNTY PUBLIC LIBRARY-TC
    PERRY COUNTY PUBLIC LIBRARY-TELL CITY
    2328 TELL STREET
    2328 TELL STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    RILEY CHILDRENS FOUNDATION
    RILEY CHILDRENS FOUNDATION
    30 S MERIDIAN ST 200
    30 S MERIDIAN 200
    INDIANAPOLIS,IN46204     		NONE   UNRESTRICTED CHARITABLE DONATION 6,000
    RONALD MCDONALD HOUSE CHARITIES
    RONALD MCDONALD HOUSE CHARITIES OHIO VALLEY
    PO BOX 5381
    PO BOX 5381
    EVANSVILLE,IN47716     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    SALVATION ARMY PERRY COUNTY IN
    SALVATION ARMY
    1040 N FULTON AVE
    1040 N FULTON AVE
    EVANSVILLE,IN47724     		NONE   UNRESTRICTED CHARITABLE DONATION 4,000
    SPENCER CO HOSPICE
    SPENCER COUNTY INDIANA HOSPICE
    225 MAIN STREET
    225 MAIN STREET
    ROCKPORT,IN47635     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    SPENCER CO HUMANE SOC
    SPENCER COUNTY INDIANA HUMANE SOCIETY
    12066 N COUNTY ROAD 100 E
    12066 N COUNTY ROAD 100 E
    CHRISNEY,IN47611     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    ST JOHNS LUTHERAN CHURCH DAYCARE
    ST JOHNS LUTHERAN CHURCH DAYCARE
    12308 E 1160
    12308 E 1160
    NORTH EVANSTON,IN47531     		NONE   UNRESTRICTED CHARITABLE DONATION 6,000
    ST MARYS FOUNDATION
    ST MARYS FOUNDATION
    3700 WASHINGTON AVE
    3700 WASHINGTON AVE
    EVANSVILLE,IN47750     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    TELL CITY FLOODWALL MURAL
    TELL CITY FLOODWALL MURAL
    PO BOX 815
    PO BOX 815
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,500
    TELL CITY HIGH SCHOOL BAND BOOSTERS
    TELL CITY HIGH SCHOOL BAND BOOSTERS
    C/O CAROLYN ROBERTS
    1641 19TH STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,500
    TELL CITY HIGH SCHOOL SOCCER TEAM
    TELL CITY HIGH SCHOOL SOCCER TEAM
    900 12TH ST
    900 12TH ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
    TELL CITY HISTORICAL SOCIETY
    TELL CITY HISTORICAL SOCIETY
    548 9TH ST
    548 9TH ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
    TELL CITY REGIONAL ARTS
    TELL CITY REGIONAL ARTS
    PO BOX 815
    PO BOX 815
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 1,500
    THE WAY OF ROCKPORT
    THE WAY OF ROCKPORT
    PO BOX 506
    PO BOX 506
    ROCKPORT,IN47635     		NONE   UNRESTRICTED CHARITABLE DONATION 1,500
    TOTS LOTS PRESCHOOL
    TOTS LOTS PRESCHOOL
    PO BOX 32
    PO BOX 32
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    UNITED WAY OF CRAWFORD COUNTY
    UNITED WAY OF CRAWFORD COUNTY
    C/O UNITED WAY OF PERRY C
    1021 31ST STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 6,000
    UNITED WAY OF PERRY CO
    UNITED WAY OF PERRY CO
    1012 31ST ST
    1012 31ST ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 6,000
    UNITED WAY OF SPENCER CO
    UNITED WAY OF SPENCER COUNTY
    PO BOX 18
    PO BOX 18
    EVANSVILLE,IN47701     		NONE   UNRESTRICTED CHARITABLE DONATION 6,000
    UW PERRY CNTY FILL THE BUS
    UNITED WAY OF PERRY COUNTY FILL THE BUS
    1012 31ST STREET
    1012 31ST STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 500
    VISITING NURSES ASSOC
    VISITING NURSES ASSOCIATION OF PERRY COUNTY IN
    PO BOX 3487
    PO BOX 3487
    EVANSVILLE,IN47734     		NONE   UNRESTRICTED CHARITABLE DONATION 4,000
    VISITING NURSES ASSOC
    VISITING NURSES ASSOCIATION OF SPENCER COUNTY IN
    PO BOX 3487
    PO BOX 3487
    EVANSVILLE,IN47735     		NONE   UNRESTRICTED CHARITABLE DONATION 4,000
    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 2,500
    WM TELL ELEM SCHOOL
    WM TELL ELEMENTARY SCHOOL
    1235 31ST STREET
    1235 31ST STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    WNIN PUBLIC RADIO
    WNIN PUBLIC RADIO
    405 CARPENTER ST
    405 CARPENTER ST
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 2,500
    YMCA
    YMCA
    222 NW 6TH ST
    222 NW 6TH ST
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    YMCA-EVANSVILLE IN
    YMCA-EVANSVILLE IN
    222 NW 6TH STREET
    222 NW 6TH STREET
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    ZION UNITED CHURCH OF CHRIST
    ZION UNITED CHURCH OF CHRIST
    PO BOX 65
    PO BOX 65
    CHRISNEY,IN47611     		NONE   UNRESTRICTED CHARITABLE DONATION 6,500
    PERRY COUNTY MEM HOSP CARDIAC REHAB
    PERRY COUNTY MEMORIAL HOSPITAL CARDIAC REAHB
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 4,500
    Total .................................bullet 3a 213,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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 33,265  
    4 Dividends and interest from securities....     14 74,828  
    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.....     1 2,610  
    8Gain or (loss) from sales of assets other than inventory     14 682 50,627
    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)..   111,385 50,627
    13Total. Add line 12, columns (b), (d), and (e)..................
    13162,012
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 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 1,590      

    TY 2012 CompensationExplanation
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Person Name Explanation
    BILL H BRADLEY  
    BEVERLY K BRADLEY  
    ROBERTA MULZER  
    JEAN RYAN  
    ANGELA ERWIN  
    REBECCA MULZER  

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    TY 2012 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 2011-08 PURCHASE 2012-05   11,057 7,817     3,240  
    BOEING COCOM 2011-08 PURCHASE 2012-04   17,807 14,102     3,705  
    CANADIAN PAC RAILWAY 2011-08 PURCHASE 2012-07   20,093 14,688     5,405  
    FRANKLIN CUSTODIAN FDS 2012-01 PURCHASE 2012-07   637 633     4  
    ILLINOIS TOOL WORKS 2011-08 PURCHASE 2012-04   30,088 22,350     7,738  
    MORGAN STANLEY 2011-04 PURCHASE 2012-04   3,850 5,123     -1,273  
    HENRY SCHEIN CORP 2011-08 PURCHASE 2012-05   9,120 7,320     1,800  
    SYSCO CORP 2011-08 PURCHASE 2012-07   10,660 9,963     697  
    3M COCOM 2012-01 PURCHASE 2012-04   7,528 6,785     743  
    AMERICAN FUNDS EUROPACIFIC 2012-01 PURCHASE 2012-06   4,543 4,010     533  
    ISHARES S&P 500 2012-01 PURCHASE 2012-04   160,327 121,671     38,656  
    ISHARES MSCI INDEX FUND 2011-08 PURCHASE 2012-05   51,551 79,240     -27,689  
    ISHARES MSCI INDEX FUND 2011-08 PURCHASE 2012-07   72,068 117,671     -45,603  
    ISHARES MSCI INDEX FUND 2011-08 PURCHASE 2012-07   49,170 79,240     -30,070  
    ISHARES CORE S&P MIDCAP 2011-08 PURCHASE 2012-05   86,367 70,920     15,447  
    ISHARES RUSSELL 1000 GROWTH 2011-08 PURCHASE 2012-07   64,088 54,369     9,719  
    JANUS FDS PERKINS MIDCAP 2012-01 PURCHASE 2012-06   1,387 1,525     -138  
    ALLSTATE CORP 2011-04 PURCHASE 2012-05   2,946 2,703     243  
    EXPRESS SCRIPTS HOLDING 2011-04 PURCHASE 2012-05   1,893 1,903     -10  
    JACOBS ENGINEERING GROUP 2011-01 PURCHASE 2012-07   9,974 14,104     -4,130  
    LOWES COS INC 2011-02 PURCHASE 2012-07   21,822 20,687     1,135  
    PRECISION CAST PARTS 2011-04 PURCHASE 2012-07   2,473 2,264     209  
    STATE STREET CORP 2011-04 PURCHASE 2012-08   3,111 3,256     -145  
    THERMO FISHER SCIENTIFIC 2011-04 PURCHASE 2012-07   8,794 10,115     -1,321  
    ADOBE SYSTEMS INC 2011-05 PURCHASE 2012-07   11,885 15,145     -3,260  
    ALLSTATE CORP COMM 2011-05 PURCHASE 2012-05   20,797 21,450     -653  
    EMC CORP 2011-05 PURCHASE 2012-07   11,031 6,424     4,607  
    AMERICAN FUNDS EURO 2011-05 PURCHASE 2012-06   182,953 148,186     34,767  
    EXPRESS SCRIPTS HOLDING 2011-01 PURCHASE 2012-05   9,031 14,254     -5,223  
    FRANKLIN CUSTODIAN FDS 2011-05 PURCHASE 2012-07   52,338 50,000     2,338  
    ISHARES S&P 500 VALUE INDEX 2011-01 PURCHASE 2012-04   92,957 70,545     22,412  
    JANUS FDS PERKINS MIDCAP 2011-05 PURCHASE 2012-06   87,366 98,542     -11,176  
    LORD ABBETT FDS SMALL CAP 2011-05 PURCHASE 2012-07   47,084 45,403     1,681  
    MORGAN STANLEY COM 2011-04 PURCHASE 2012-04   5,775 8,355     -2,580  
    ORACLE CORP 2011-04 PURCHASE 2012-04   9,217 6,899     2,318  
    PEPSICO INC 2011-04 PURCHASE 2012-04   21,929 21,149     780  
    PHILIP MORRIS INTL 2011-05 PURCHASE 2012-07   6,864 4,245     2,619  
    PRECISION CAST PARTS 2011-05 PURCHASE 2012-07   8,078 5,605     2,473  
    QUAL COMM INC 2011-05 PURCHASE 2012-06   10,959 8,642     2,317  
    STATE STREET CORP 2011-06 PURCHASE 2012-06   10,891 10,212     679  
    SUNCOR ENERGY INC 2011-05 PURCHASE 2012-07   11,224 9,889     1,335  
    SYSCO CORP COM 2011-01 PURCHASE 2012-07   20,628 18,859     1,769  
    3M CO COM 2011-01 PURCHASE 2012-04   17,889 12,191     5,698  
    WALGREEN CO COM 2011-01 PURCHASE 2012-04   16,398 11,890     4,508  
    COVIDIEN PLC 2011-01 PURCHASE 2012-05   8,744 8,415     329  
    AT&T INC 2008-11 PURCHASE 2012-06   27,021 25,244     1,777  
    FEDERAL HOME LOAN BANKS 2011-05 PURCHASE 2012-12   40,000 40,160     -160  
    BANK OF NY MELLON 2011-08 PURCHASE 2012-01   8,005 7,345     660  
    MOLSON COORS BREWING 2011-01 PURCHASE 2012-01   14,623 13,350     1,273  
    ENRON 2011-01 PURCHASE 2012-07   444       444  

    TY 2012 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 32,395
    AT&T INC    
    GOLDMAN SACHS GRP 5.5% 25,573 26,954
    JPMORGAN CHASE 40,468 44,730
    MCDONALD CORP 25,392 34,843
    ORACLE CORP 23,915 30,425

    TY 2012 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    
    ABBOTT LABS COM 24,629 32,423
    ADOBE SYS INC    
    ALLSTATE    
    AMERICAN EUROPACIFIC GRTH-F    
    AMERICAN EXPRESS 9,763 13,508
    AMERICAN WATER WORKS 11,129 16,894
    APPLE COMPUTER INC 10,735 26,076
    AT&T INC    
    BANK OF NEW YORK MELLON    
    BLACKROCK INC    
    BOEING CO    
    CANADIAN PACIFIC RAILWAY    
    CEF ISHARES S&P 500 VALUE INDEX FUND    
    CHEVRON CORP 23,658 33,632
    COCA COLA CO 9,910 10,513
    COLGATE PALMOLIVE CO 20,853 27,703
    COMCAST CORP 8,525 22,416
    CONOCO PHILLIPS    
    COVIDIEN PLC    
    DISNEY WALT CO    
    E M C CORP MASS    
    EMERSON ELEC CO 21,421 27,274
    EXPRESS SCRIPTS INC    
    FEDERATED TOTAL RETURN FUND 42,258 47,385
    FRANKLIN HIGH INCOME FD ADVISOR CL 16,244 24,338
    GENERAL MLS INC 17,017 23,605
    GOOGLE INC 12,671 17,685
    ILLINOIS TOOL WKS INC    
    INTEL CORP 17,741 21,795
    INTERNATIONAL BUSINESS MACHINES 23,005 29,690
    ISHARES MSCI EAFE INDEX    
    ISHARES TR RUSSELL 1000 GRW IND    
    ISHARES TRUST S&P 400 MIDCAP    
    JACOBS ENGINEERING GROUP    
    JANUS PERKINS MID CAP    
    JOHNSON & JOHNSON 23,682 27,129
    JP MORGAN CHASE & CO 22,447 31,306
    KELLOGG CO 19,542 20,665
    LORD ABBETT RES FD SML/CAP-A    
    LOWES COS INC    
    MDU RES GROUP INC 11,452 12,340
    MERCK & CO INC 14,744 19,078
    MICROSOFT CORP COM 22,349 24,252
    MOLSON COORS BREWING CO-B    
    MORGAN STANLEY    
    NEXTERA ENERGY 11,187 15,014
    NIKE INC 8,798 12,384
    NOVARTIS AG 15,351 18,294
    NSTAR    
    OCCIDENTAL PETE CORP 18,335 18,386
    OMNICOM GROUP 4,220 8,893
    ORACLE CORP    
    PEPSICO INC COM    
    PFIZER INC 22,728 34,635
    PHILIP MORRIS    
    PNC FINANCIAL SVCS GROUP 31,762 33,062
    PRECISION CASTPARTS    
    PROCTER & GAMBLE CO COM 17,140 21,725
    QUALCOMM INC    
    ROYAL DUTCH SHELL ADR A SHS    
    SCHEIN HENRY INC    
    SCHLUMBERGER LTD 10,792 13,375
    STATE STREET CORP    
    SUNCOR ENERGY INC    
    SYSCO CORP    
    TARGET CORP 11,817 16,390
    THERMO FISCHER SCIENTIFIC    
    UNITED TECHNOLOGIES CORP    
    US BANCORP NEW 13,406 21,080
    V F CORP    
    VODAFONE GROUP 16,459 20,782
    WALGREEN CO    
    WELLS FARGO COMPANY COM 200,148 205,080
    ON BANCORP 984.218 SHRS 12,352 11,683
    ELBERFIELD ST BK 750 SHRS 218,250 218,250
    THERMWOOD CORP 78,052 SHRS 1,092,728 1,092,728
    PIONEER EQ INC FD 110,158 146,917
    PRUDENTIAL FINANCIAL INC 37,500 38,250
    ACCENTURE LTD ORD 42,478 48,213
    AT&T INC COM 235,918 239,712
    AUTOMATIC DATA PROCESSING INC COM 49,873 51,237
    BLACKROCK INC COM 60,120 72,349
    CINCINNATI FINANCIAL CORP COM 37,998 39,160
    CONOCOPHILLIPS CORP COM 19,590 26,675
    EXXON MOBIL CORP 101,326 103,860
    GENERAL ELECTRIC CO COM 39,840 41,980
    HEALTH CARE REIT INC COM 77,626 85,806
    MCDONALDS CORP COM 62,186 61,747
    NESTLES S A SPON ADR 62,350 65,170
    NORTHEAST UTILS SERVICE CO 17,873 23,839
    ONEOK INC CM 43,369 42,750
    PHILLIPS 66 COM 5,821 12,213
    REALTY INCOME CORPORATION 54,348 56,294
    ROYAL DUTCH SHELL PLC ADR 27,066 32,970
    SOUTHERN CO COM 47,268 42,810
    TORONTO DOMINION BK ONT COM 42,219 42,165
    UNITED TECH CORP COM 80,977 92,425
    VF CORP COM 89,866 147,951
    WALT DISNEY CO COM 6,739 7,717

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    654,496
    State & Local Government Securities - End of Year Fair Market Value:


    723,296


    TY 2012 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      
    SUPPLIES 128      
    MISC 577      


    TY 2012 OtherIncomeSchedule2
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELANEOUS 2,610 2,610 2,610


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 22,320 22,320    


    TY 2012 TaxesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN: 35-2049784
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE 2011 1,220      
    FEDERAL EXCISE EST 2012 1,220      
    FOREIGN TAX WITHHELD 328      
    FOREIGN TAX WITHHELD 866