Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
EDGAR AND ROBERTA MULZER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)315 SEVENTH AVENUE NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL341021553
A Employer identification number

35-2049784
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,181,301J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 170,016
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 37,642 30,957 37,642
4 Dividends and interest from securities... 109,137 109,137 109,137
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 61,788
b Gross sales price for all assets on line 6a 740,847
7 Capital gain net income (from Part IV, line 2)... 1,691
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 4   4
12 Total. Add lines 1 through 11........ 378,587 141,785 146,783
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,000      
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 2,275 2,275    
c Other professional fees (attach schedule).... Click to see attachment 25,616      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,850   1,850  
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 6,781      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,522 2,275 1,850 0
25 Contributions, gifts, grants paid....... 260,000 260,000
26 Total expenses and disbursements. Add lines 24 and 25 304,522 2,275 1,850 260,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 74,065
b Net investment income (if negative, enter -0-) 139,510
c Adjusted net income (if negative, enter -0-)... 144,933
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 243,832 211,232 211,232
2 Savings and temporary cash investments......... 38,998 110,343 109,520
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 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) 522,393 Click to see attachment522,018 551,905
b Investments—corporate stock (attach schedule)....... 3,590,395 Click to see attachment3,627,898 4,105,112
c Investments—corporate bonds (attach schedule)....... 183,338 Click to see attachment183,272 203,532
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) 4,578,956 4,654,763 5,181,301
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 4,578,956 4,654,763
30 Total net assets or fund balances (see instructions)..... 4,578,956 4,654,763
31 Total liabilities and net assets/fund balances (see instructions). 4,578,956 4,654,763
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
4,578,956
2
Enter amount from Part I, line 27a .....................
2
74,065
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,742
4
Add lines 1, 2, and 3 ..........................
4
4,654,763
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
4,654,763
Form 990-PF (2015)
Form 990-PF (2015)
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 1,691
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 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))
2014 244,395 5,184,347 0.047141
2013 226,516 4,923,762 0.046005
2012 212,685 4,538,560 0.046862
2011 144,550 4,283,506 0.033746
2010 124,500 2,915,229 0.042707
2
Total of line 1, column (d) .....................
20.216461
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
0.043292
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,178,474
5
Multiply line 4 by line 3......................
5
224,186
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,395
7
Add lines 5 and 6........................
7
225,581
8
Enter qualifying distributions from Part XII, line 4.............
8
260,000
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,395
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 1,395
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 1,395
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 729
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.............. 7 729
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 671
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 2015 estimated taxBullet   RefundedBullet 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 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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 BRADLEY VP SEC TR
    2.00     		2,000 0 0
    2017 MAIN ST
    2017 MAIN ST
    TELL CITY,IN47586
    BETSY BRADLEY DIRECTOR
    1.00     		1,000 0 0
    2017 MAIN ST
    2017 MAIN ST
    TELL CITY,IN47586
    JEAN RYAN DIRECTOR
    2.00     		1,000 0 0
    315 7TH AVENUE N
    315 7TH AVENUE N
    NAPLES,FL341021553
    ANGELA ERWIN DIRECTOR
    1.00     		1,000 0 0
    2022 NORTHSIDE DR NW
    2152 NORTHSIDE DR NW
    ATLANTA,GA303053938
    REBECCA MULZER DIRECTOR
    1.00     		1,000 0 0
    58 TEMPLE ST
    68 TEMPLE ST
    BOSTON,MA02114
    CARRIE RYAN DIRECTOR
    1.00     		1,000 0 0
    315 7TH AVENUE N
    NAPLES,FL341021553
    ANDREW RYAN DIRECTOR
    1.00     		1,000 0 0
    315 7TH AVENUE N
    NAPLES,FL341021553
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    4,955,322
    b
    Average of monthly cash balances.......................
    1b
    227,532
    c
    Fair market value of all other assets (see instructions)................
    1c
    74,480
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,257,334
    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
    5,257,334
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    78,860
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,178,474
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    258,924
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    258,924
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,395
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,395
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    257,529
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    257,529
    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
    257,529
    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
    260,000
    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
    260,000
    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
    1,395
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    258,605
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 257,529
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 255,650
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 260,000
    a Applied to 2014, but not more than line 2a 255,650
    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 2015 distributable amount..... 4,350
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		253,179
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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
    AIDS RESOURCE GROUP
    AIDS RESOURCE GROUP
    201 NW 4TH ST
    201 NW 4TH ST
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
    AMERICAN RED CROSS PERR COUNTY IN
    AMERICAN RED CROSS
    29 S STOCKWELL RD
    29 S STOCKWELL RD
    EVANSVILLE,IN47714     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    BIG BROTHERS BIG SISTERS OH VALLEY
    BIG BROTHERS BIG SISTERS
    101 PLAZA EAST STE 3
    101 PLAZA EAST BLVD STE 3
    EVANSVILLE,IN47715     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    BOY SCOUTS OF AMERICA-
    BOY SCOUTS OF AMERICA-BUFFALO TRACE COUNCIL
    PO BOX 304
    PO BOX 304
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    CATHOLIC CHARITIES
    CATHOLIC CHARITIES
    802 NINTH STREET
    802 NINTH STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATIONS 6,000
    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 1,500
    CITY OF TELL CITY POLICE DEPT
    CITY OF TELL CITY POLICE DEPT
    707 MOZART ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 10,000
    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
    DEACONESS RILEY CHILDREN'S SERVICES
    4133 GATEWAY BLVD
    NEWBURG,IN47630     		    UNRESTRICTED CHARITABLE DONATION 6,000
    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 CIA GROUP
    EMMANUAL LUTHERNA CHURCH CIA GROUP
    PO BOX 116
    PO BOX 116
    TELL CITY,IN47586     		NON   UNRESTRICTED CHARITABLE DONATION 1,000
    EMMANUEL LUTHERAN WOW GRP
    EMMANUEL LUTHERAN WOW GRP
    PO BOX 116
    PO BOX 116
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,500
    EMMANUEL LUTHERN CHURCH WOMENS GUIL
    EMMANUEL LUTHERN CHURCH WOMENS GUILD
    PO BOX 116
    PO BOX 116
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATIONS 3,000
    EVANGELICAL UCC
    EVANGELICAL UCC
    2520 POPLAR ST
    2520 POPULAR ST
    HIGHLAND,IL62249     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    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
    EVANSVILLE RESCUE MISSION
    EVANSVILLE RESCUE MISSION
    500 E WALNUT ST
    EVANSVILLE,IN47713     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    FRIENDS OF SOUTHERN HILLS
    FRIENDS OF SOUTHERN HILLS
    PO BOX 769
    PO BOX 769
    JASPER,IN47547     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    GLORY BEES PRESCHOOL
    GLORY BEES PRESCHOOL
    802 13TH STREET
    802 13TH STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    GULF COAST RUNNERS
    GULF COAST RUNNERS
    PO BOX 8636
    PO BOX 8636
    NAPLES,FL34101     		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF SPENCER COUNTY
    PO BOX 121
    PO BOX 121
    SANTA CLAUS,IN47579     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF CRAWFORD COUNTY
    PO BOX 333
    PO BOX 333
    ENGLISH,IN47118     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    HABITAT FOR HUMANITY OF
    HABITAT FOR HUMANITY OF PERRY COUNTY
    PO BOX 72
    PO BOX 72
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    HACKLEMAN CEMETARY
    HACKLEMAN CEMETARY
    C/O JAN DASSEL TREASURER
    589 FOREST PARK DRIVE
    NEWBURGH,IN47630     		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
    HONOR FLIGHT OF SOUTHERN INDIANA
    HONOR FLIGHT OF SOUTHERN INDIANA
    PO BOX 8234
    PO BOX 8234
    EVANSVILLE,IN47716     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    HOOSIER UPLANDS HOME
    HOOSIER UPLANDS HOME HEALTH
    500 WEST MAIN STREET
    500 WEST MAIN STREET
    MITCHELL,IN47446     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    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 ASSOC OF MISSION PILOTS
    LUTHERAN ASSOC OF MISSIONARIES & PILOTS
    3525 N 124TH ST
    3525 N 124TH ST
    BROOKFIELD,WI53005     		NONE   UNRESTRICTED CHARITABLE DONATIONS 3,000
    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 1,000
    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 CHILDCARE
    PERRY CHILDCARE
    1012 31ST ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 10,000
    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 CO MEM HOSPITAL HOME CARE SER
    PERRY CO MEM HOSPITAL HOME CARE
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    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 GIRL SCOUTS
    PERRY COUNTY GIRL SCOUTS
    3270 E STATE ROAD 66
    3270 E STATE ROAD 66
    CANNELTON,IN47520     		NONE   UNRESTRICTED CHARITABLE DONATIONS 3,500
    PERRY COUNTY MEMORIAL HOSP CARDIAC
    PERRY COUNTY MEMEORIAL HOSPITAL CARDIAC REHAB
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATIONS 9,000
    PERRY COUNTY MEMORIAL HOSPITAL FDN
    PERRY COUNTY MEMORIAL HOSPITAL FDN
    1 HOSPITAL ROAD
    1 HOSPITAL ROAD
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 20,000
    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
    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 3,000
    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
    STUFF THE BUS
    STUFF THE BUS
    1012 31ST STREET
    1012 31ST STREET
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATIONS 1,000
    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 4,000
    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 7,000
    UNITED WAY OF PERRY CO
    UNITED WAY OF PERRY CO
    1012 31ST ST
    1012 31ST ST
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 7,000
    UNITED WAY OF SPENCER CO
    UNITED WAY OF SPENCER COUNTY
    PO BOX 18
    PO BOX 18
    EVANSVILLE,IN47701     		NONE   UNRESTRICTED CHARITABLE DONATION 7,000
    UNITED WAY WEEKEND BACKBACK PROGRAM
    UNITED WAY WEEKEND BACKPACK PROGRAM
    PO BOX 73
    PO BOX 73
    TELL CITY,IN47586     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    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 4,000
    WNIN PUBLIC RADIO
    WNIN PUBLIC RADIO
    405 CARPENTER ST
    405 CARPENTER ST
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
    YMCA
    YMCA
    222 NW 6TH ST
    222 NW 6TH ST
    EVANSVILLE,IN47708     		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
    YWCA-EVANSVILLE IN
    YWCA-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 10,000
    Total .................................bullet 3a 260,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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....          
    3
    Interest on savings and temporary cash investments ...........     		    14 37,642  
    4 Dividends and interest from securities....     14 109,137  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    14 1,691 60,097
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aROUNDING ADJ     		        4
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   148,470 60,101
    13Total. Add line 12, columns (b), (d), and (e)..................
    13208,571
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) 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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    EDGAR AND ROBERTA MULZER FOUNDATION
     
    Employer identification number

    35-2049784
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    EDGAR AND ROBERTA MULZER FOUNDATION
          		Employer identification number
    35-2049784
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EDGAR MULZER TRUST B
     

       
    315 7TH AVE N
     
    NAPLES, FL34102

    		$ 169,441


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    EDGAR AND ROBERTA MULZER FOUNDATION
          		Employer identification number

    35-2049784
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    EDGAR AND ROBERTA MULZER FOUNDATION
          		Employer identification number

    35-2049784
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 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 1,775 1,775    
    MELINDA AHL 500 500    

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

    TY 2015 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
    BLACKROCK INC 2010-09 PURCHASE 2015-03   54,704 25,006     29,698  
    CDK GLOBAL INC 2012-06 PURCHASE 2015-02   7,798 3,508     4,290  
    CDK GLOBAL INC 2012-07 PURCHASE 2015-02   6,239 2,796     3,443  
    CUMMINS INC 2014-03 PURCHASE 2015-11   44,079 64,823     -20,744  
    CSX CORP 2013-05 PURCHASE 2015-04   13,112 10,206     2,906  
    CSX CORP 2013-08 PURCHASE 2015-04   52,448 40,560     11,888  
    CHEVRON CORP 2009-03 PURCHASE 2015-03   32,854 23,658     9,196  
    EATON CORP 2014-03 PURCHASE 2015-06   56,958 61,737     -4,779  
    FASTENAL CO 2014-04 PURCHASE 2015-04   40,059 50,361     -10,302  
    GENERAL MILLS INC 2008-11 PURCHASE 2015-06   32,731 17,017     15,714  
    GENERAL MILLS INC 2014-03 PURCHASE 2015-06   37,831 34,204     3,627  
    GOOGLE INC CL C 2011-08 PURCHASE 2015-05   38 17     21  
    KINDER MORGAN INC 2013-05 PURCHASE 2015-12   20,938 42,806     -21,868  
    NESTLE S A SPONSORED ADR 2012-04 PURCHASE 2015-01   62,282 49,880     12,402  
    ONEOK INC CM 2012-05 PURCHASE 2015-08   32,378 37,872     -5,494  
    OMNICOM GROUP INC COM 2008-11 PURCHASE 2015-06   12,775 4,220     8,555  
    OMNICOM GROUP INC COM 2013-08 PURCHASE 2015-06   35,883 31,130     4,753  
    OMNICOM GROUP INC COM 2013-11 PURCHASE 2015-06   17,942 17,610     332  
    UNITED TECHNOLOGIES CORP COM 2008-12 PURCHASE 2015-02   15,555 7,395     8,160  
    UNITED TECHNOLOGIES CORP COM 2012-05 PURCHASE 2015-02   33,437 21,136     12,301  
    WELLS FARGO & CO NEW COM 2012-06 PURCHASE 2015-01   25,755 16,639     9,116  
    WELLS FARGO &CO NEW COM 2012-07 PURCHASE 2015-01   10,302 6,582     3,720  
    WELLS FARGO & CO NEW COM 2012-07 PURCHASE 2015-02   16,501 9,872     6,629  
    WILLIAMS COS INC DEL COM 2014-02 PURCHASE 2015-12   12,988 20,855     -7,867  
    WILLIAMS COS INC DEL COM 2014-08 PURCHASE 2015-12   12,988 28,450     -15,462  
    PARTNERRE LTD 5.88% C 3/2018 2013-05 PURCHASE 2015-02   50,581 50,719     -138  

    TY 2015 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 25,234 30,569
    JPMORGAN CHASE 40,293 42,569
    MCDONALD CORP 25,346 29,116
    ORACLE CORP 23,915 27,278
    GENERAL ELEC CAP CORP 68,484 74,000

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS COM 56,984 76,347
    ABBVIE INC 49,056 73,754
    ACCENTURE LTD ORD 42,478 75,763
    AIR PRODUCTS AND CHEMICALS INC 45,065 61,802
    APPLE COMPUTER INC 10,735 36,104
    AT&T INC COM 126,243 124,255
    AUTOMATIC DATA PROCESSING INC COM 43,570 76,248
    AVIVA PLC 69,605 66,175
    BLACKROCK INC COM 34,951 68,104
    CDK GLOBAL    
    CHEVRON CORP    
    CISCO SYSTEMS INC 66,409 67,888
    COCA COLA CO 9,910 12,458
    COLGATE PALMOLIVE CO 20,853 35,309
    COMCAST CORP 59,884 56,430
    CSX CORP    
    CUMMINS INC    
    DOMINION RESOURCES INC 73,241 67,640
    EATON CORP PLC    
    ELBERFELD ST BK 750 SHRS 218,250 281,520
    ENDURANCE SPCLTY HLDGS LTD 92,244 90,335
    EXXON MOBIL CORP 67,299 62,360
    FASTENAL CO    
    GENERAL MLS INC    
    GOLDMAN SACHS GROUP INC 51,946 52,380
    GOOGLE INC    
    HEALTH CARE REIT INC COM    
    JOHNSON & JOHNSON 54,207 70,569
    JP MORGAN CHASE & CO 47,951 80,028
    JP MORGAN CHASE PFD 101,703 109,920
    KINDER MORGAN MANAGEMENT    
    MICROSOFT CORP COM 57,493 96,147
    NESTLES S A SPON ADR    
    NEXTERA ENERGY 45,230 64,100
    NIKE INC 8,798 30,000
    NOVARTIS AG 15,351 24,866
    OMNICOM GROUP    
    ON BANCORP 984.218 SHRS 12,352 13,346
    ONE GAS INC 13,812 25,085
    ONEOK INC CM    
    PARTNERRE LTD    
    PARTNERRE PFDS 103,126 111,423
    PROCTER & GAMBLE CO COM 47,201 55,587
    REALTY INCOME CORPORATION 52,014 72,282
    ROYAL BANK CDA MONTREAL QUE 75,316 65,636
    ROYAL DUTCH SHELL PLC ADR 62,487 36,832
    THERMWOOD CORP 78,052 SHRS 1,092,728 1,092,728
    UNITED TECHNOLOGIES CORP 40,800 50,629
    US BANCORP NEW 22,429 21,335
    WALT DISNEY CO COM 47,675 63,573
    WELLS FARGO COMPANY COM 32,908 54,360
    WELLS FARGO NON-CUM PERP SERIES J 86,594 84,240
    WILLIAMS COS INC    
    MORGAN STANLEY 70,134 71,575
    PENSKE AUTO GROUP 58,775 50,808
    TRAVELERS COMPANIES INC 43,959 45,144
    UNITED PARCEL SERVICE 53,057 52,927
    WELLTOWER 52,718 68,030
    ALLSTATE 27,404 27,680
    ALPHABET INC CLASS C 6,308 18,972
    ALPHABET INC CLASS A 6,345 19,450
    AMGEN INC 52,644 52,757
    CVS 70,897 63,551
    AFFILIATED MANAGERS GROUP 26,759 26,660

    TY 2015 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:


    522,018
    State & Local Government Securities - End of Year Fair Market Value:


    551,905


    TY 2015 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 200      
    MISC ADJ 6,571      


    TY 2015 OtherIncomeSchedule2
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROUNDING ADJ 4   4


    TY 2015 OtherIncreasesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Description Amount
    NON DIVIDEND DISTRIBUTIONS 1,742


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 25,616      


    TY 2015 TaxesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE AND FOREIGN TAX        
      1,850   1,850