Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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, FL34102
A Employer identification number

35-2049784
B Telephone number (see instructions)

(239) 821-6667
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$5,344,797J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 34,934 28,372 34,934
4 Dividends and interest from securities... 105,399 105,399 105,399
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 187,218
b Gross sales price for all assets on line 6a 1,104,118
7 Capital gain net income (from Part IV, line 2)... 187,218
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).......      
12 Total. Add lines 1 through 11........ 327,551 320,989 140,333
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,000     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 3,600 3,600    
c Other professional fees (attach schedule).... Click to see attachment 23,910 23,910    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,508 5,508    
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 list of attachments 131 125   6
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,149 33,143   8,006
25 Contributions, gifts, grants paid....... 273,000 273,000
26 Total expenses and disbursements. Add lines 24 and 25 314,149 33,143   281,006
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,402
b Net investment income (if negative, enter -0-) 287,846
c Adjusted net income (if negative, enter -0-)... 140,333
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 152,094 265,633 265,633
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see 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..........   2,860 2,860
10a Investments—U.S. and state government obligations (attach schedule) 520,373 Click to see attachment652,074 663,428
b Investments—corporate stock (attach schedule)....... 3,647,008 Click to see attachment3,380,652 4,129,466
c Investments—corporate bonds (attach schedule)....... 263,462 Click to see attachment298,399 283,410
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) 4,582,937 4,599,618 5,344,797
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 4,582,937 4,599,618
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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    
30 Total net assets or fund balances (see instructions)..... 4,582,937 4,599,618
31 Total liabilities and net assets/fund balances (see instructions). 4,582,937 4,599,618
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
4,582,937
2
Enter amount from Part I, line 27a .....................
2
13,402
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,279
4
Add lines 1, 2, and 3 ..........................
4
4,599,618
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
4,599,618
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1250.00 COCO COLA CO COM P 2017-06-01 2018-05-22
b 200.00 JOHNSON & JOHNSON COM P 1925-01-01 2018-01-09
c 75.00 PUBLIC STORAGE COM P 2017-09-20 2018-01-09
d 300.00 DOMINION ENERGY INC COM P 2013-08-13 2018-01-09
e 50.00 DOMINION ENERGY INC COM P 2015-01-26 2018-01-09
217.00 NEXTERA ENERGY INC COM P 1925-01-01 2018-01-09
63.00 NEXTERA ENERGY INC COM P 2013-08-13 2018-01-09
120.00 BOEING CO COM P 2016-06-08 2018-01-30
250.00 ONE GAS INC COM P 2012-05-10 2018-03-13
250.00 ONE GAS INC COM P 2014-02-25 2018-03-13
25000.00 ORACLE CORP 5.75 4/15/18 P 1925-01-01 2018-04-16
650.00 DOMINION ENERGY INC COM P 2015-01-26 2018-05-22
290.00 COCO COLA CO COM P 1925-01-01 2018-05-22
1225.00 US BANCORP DEL COM NEW P 2017-03-17 2018-05-24
250.00 ABBVIE INC COM P 1925-01-01 2018-05-30
425.00 JPMORGAN CHASE & CO COM P 1925-01-01 2018-09-06
289.00 NOVARTIS AG ADS P 1925-01-01 2018-09-06
118.00 APPLE INC COM P 1925-01-01 2018-09-06
120.00 APPLE INC COM P 1925-01-01 2018-09-11
500.00 WELLS FARGO 8.O% P 2013-08-14 2018-09-17
1000.00 WELLS FARGO 8.O% P 2015-03-23 2018-09-17
400.00 MAXIM INTEGRATED PRODS INC COM P 2017-05-24 2018-09-25
240.00 PUBLIC STORAGE COM P 2017-09-20 2018-09-25
80.00 PUBLIC STORAGE COM P 2018-09-06 2018-09-25
.50 GARRETT MOTION INC P 2017-03-17 2018-10-04
237.00 VERSUM MATLS INC COM P 2013-05-30 2018-10-11
725.00 NASDAQ INC COM P 2018-05-30 2018-10-11
60000 US TREASURY BILL M10/25/2018 P 2018-09-26 2018-10-25
1000.00 MAXIM INTEGRATED PRODS INC COM P 2017-05-24 2018-10-25
.50 RESIDEO TECHNOLOGIES INC P 2017-03-17 2018-10-31
225.00 VERIZON COMMUNICIATIONS INC COM P 2016-05-17 2018-11-19
1500.00 VERIZON COMMUNICIATIONS INC COM P 2016-09-28 2018-11-19
25000 IDAHO ST HLTH FACS AUTH P 1925-01-01 2018-12-03
300.00 HONEYWELL INTL INC COM P 2017-03-17 2018-12-11
320.00 ILLINOIS TOOLS WKS INC COM P 2017-09-19 2018-12-11
60000 US TREASURY BILL M12/18/2018 P 2018-10-24 2018-12-18
(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 52,892   56,933 -4,041
b 29,041   12,239 16,802
c 15,212   16,058 -846
d 23,192   18,071 5,121
e 3,865   3,941 -76
33,040   11,187 21,853
9,592   5,362 4,230
40,353   15,946 24,407
16,259   5,497 10,762
16,259   8,315 7,944
25,000   25,000  
41,634   51,229 -9,595
12,271   9,910 2,361
61,932   66,990 -5,058
25,403   6,471 18,932
48,367   13,399 34,968
23,513   15,351 8,162
26,277   3,693 22,584
26,637   3,756 22,881
12,500   14,350 -1,850
25,000   29,194 -4,194
23,302   18,753 4,549
48,730   51,385 -2,655
16,243   17,277 -1,034
8   7 1
7,641   3,857 3,784
58,352   67,517 -9,165
60,000   60,000  
48,619   46,883 1,736
10   11 -1
13,630   11,500 2,130
90,867   78,049 12,818
25,000   25,000  
41,248   36,459 4,789
42,229   47,310 -5,081
60,000   60,000  
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       -4,041
b       16,802
c       -846
d       5,121
e       -76
      21,853
      4,230
      24,407
      10,762
      7,944
       
      -9,595
      2,361
      -5,058
      18,932
      34,968
      8,162
      22,584
      22,881
      -1,850
      -4,194
      4,549
      -2,655
      -1,034
      1
      3,784
      -9,165
       
      1,736
      -1
      2,130
      12,818
       
      4,789
      -5,081
       
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 2 187,218
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 -15,086
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))
2017 284,579 4,953,079 0.05746
2016 253,805 5,127,851 0.04950
2015 258,604 5,178,474 0.04994
2014 244,395 5,184,347 0.04714
2013 226,516 4,923,762 0.04601
2
Total of line 1, column (d) .....................
2
0.250034
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050007
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,546,381
5
Multiply line 4 by line 3......................
5
277,358
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,878
7
Add lines 5 and 6........................
7
280,236
8
Enter qualifying distributions from Part XII, line 4,.............
8
281,006
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,878
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 2,878
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 2,878
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,860
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 2,860
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 37
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 55
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 2019 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
 
No
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)
    bullet
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 (239) 821-6667

    Located atbullet20 NW FIRST ST 5TH FLEVANSVILLEIN ZIP+4bullet47708
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country 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 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
    No
    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 2018 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 2018.)..................
    3b
     
    No
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
    No
    .........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
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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    
    1101-B 23 STREET
    TELL CITY,IN47586
    BETSY BRADLEY Director
    1.00     		1,000    
    1101-B 23 STREET
    TELL CITY,IN47586
    JEAN MULZER RYAN Director
    2.00     		1,000    
    315 7TH AVENUE N
    NAPLES,FL341021553
    ANGELA MULZER ERWIN Director
    1.00     		1,000    
    2022 NORTHSIDE DR NW
    ATLANTA,GA303053938
    REBECCA G MULZER President
    1.00     		1,000    
    108 MT VERNON ST 3
    BOSTON,MA02108
    CARRIE RYAN Director
    1.00     		1,000    
    315 7TH AVENUE NORTH
    NAPLES,FL341021553
    ANDREW RYAN Director
    1.00     		1,000    
    315 7TH AVNUE NORTH
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    5,389,023
    b
    Average of monthly cash balances.......................
    1b
    241,821
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,630,844
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,630,844
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    84,463
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,546,381
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    277,319
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    277,319
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,878
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,878
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    274,441
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    274,441
    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
    274,441
    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
    281,006
    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
    281,006
    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
    2,878
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    278,128
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 274,441
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 210,336
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 281,006
    a Applied to 2017, but not more than line 2a 210,336
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 70,670
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		203,771
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE EDGAR ROBERTA MULZER FOUNDATION
    PO BOX 307
    TELL CITY,IN47586
    (812) 547-2808
    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 (2018)
    Form 990-PF (2018)
    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
    AMERICAN RED CROSS SOUTHWESTERN IND
    29 S STOCKWELL ROAD
    EVANSVILLE,IN47714     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    BIG BROTHERS BIG SISTERS - PERRY CO
    PO BOX 144
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    BOY SCOUNTS OF AMERICA - TROOP 192
    PO BOX 304
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
    CATHOLIC CHARITIES
    802 NINTH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 7,000
    CHRISNEY LIBRARY
    228 EAST NORTH STREET
    CHRISNEY,IN47611     		NONE PC UNRESTRICTED CHARITABLE DONATION 1,500
    CRAWFORD CO UMC FOOD PANTRY
    529 OLD ST HWY 62
    LEAVENWORTH,IN47137     		NONE PC UNRESTRICTED CHARITABLE DONATION 7,000
    DEACONESS RILEY CHILDREN'S SERVICES
    600 MARY STREET
    EVANSVILLE,IN47710     		NONE PC UNRESTRICTED CHARITABLE DONATION 6,000
    DOLLY PARTON IMAGINATION LIBRARY
    PO BOX 73
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 1,000
    EMMANUEL LUTHERAN CHURCH CIA GROUP
    PO BOX 116
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 500
    EMMANUEL LUTHERAN WOW GRP
    PO BOX 116
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 4,000
    EMMANUEL LUTHERN CHURCH WOMENS GUIL
    PO BOX 116
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    EVANGELICAL UCC - LOCAL EMERGENCY F
    802 10TH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    EVANGELICAL UCC BLD GNDS FUND
    802 10TH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    EVANSVILLE CHRISTIAN LIFE
    509 S KENTUCKY AVENUE
    EVANSVILLE,IN47714     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,500
    EVANSVILLE RESCUE MISSION
    500 E WALNUT STREET
    EVANSVILLE,IN47713     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
    FRIENDS OF SOUTHERN HILLS
    PO BOX 769
    JASPER,IN47547     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
    GLORY BEES PRESCHOOL
    802 13TH STREET BOX 38
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    HABITAT FOR HUMANITY OF SPENCER CO
    PO BOX 121
    SANTA CLAUS,IN47579     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    HABITAT FOR HUMANITY OF CRAWFORD CO
    PO BOX 203
    MARENGO,IN47140     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    HABITAT FOR HUMANITY OF PERRY CO
    PO BOX 72
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    HACKLEMAN CEMETARY
    3266 MARTIN ROAD
    NEWBURGH,IN47630     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    HONOR FLIGHT OF SOUTHERN INDIANA
    PO BOX 8234
    EVANSVILLE,IN47716     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    HOOSIER UPLANDS HOME
    500 WEST MAIN STREET
    MITCHELL,IN47446     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    LEADERSHIP PERRY CTY IN
    PO BOX 192
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    LEADERSHIP SPENCER CTY IN
    1416 ST MEINRAD ROAD
    ST MEINRAD,IN47577     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    LUTHERAN WORLD RELIEF
    PO BOX 17061
    BALTIMORE,MD21298     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY CENTRAL FAMILY OUTREACH
    18677 OLD STATE ROAD 37
    LEOPOLD,IN47551     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY CHILDCARE
    1012 31ST STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    PERRY CO IN ANIMAL SHELTER
    PO BOX 4
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY COUNTY FOOD COALITION
    PO BOX 73
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    PERRY COUNTY GIRL SCOUTS
    3270 E STATE ROAD 66
    CANNELTON,IN47520     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,500
    PERRY COUNTY MEMORIAL HOSPITAL FDN
    8885 STATE ROAD 237
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 15,000
    PERRY COUNTY PUBLIC LIBRARY-TC
    2328 TELL STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    RONALD MCDONALD HOUSE CHARITIES
    3540 WASHINGTON AVENUE
    EVANSVILLE,IN47714     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    SALVATION ARMY PERRY COUNTY IN
    802 NINTH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 4,000
    SPENCER CO HOSPICE
    225 MAIN STREET
    ROCKPORT,IN47635     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    SPENER CO HUMANE SOC
    PO BOX 261
    DALE,IN47523     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    ST JOHNS LUTHERAN CHURCH DAYCARE
    12308 E 1160
    NORTH EVANSTON,IN47531     		NONE PC UNRESTRICTED CHARITABLE DONATION 6,000
    STUFF THE BUS
    PO BOX 73
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 1,000
    TELL CITY HIGH SCHOOL BAND BOOSTERS
    PO BOX 174
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    TELL CITY HIGH SCHOOL SOCCER TEAM
    900 12TH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 1,000
    TELL CITY HISTORICAL SOCIETY
    548 9TH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
    TELL CITY REGIONAL ARTS
    PO BOX 815
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 4,000
    THE WAY OF ROCKPORT
    PO BOX 506
    ROCKPORT,IN47635     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    UNITED WAY OF PERRY CO
    PO BOX 73
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 7,000
    UNITED WAY OF SPENCER CO
    PO BOX 18
    EVANSVILLE,IN47701     		NONE PC UNRESTRICTED CHARITABLE DONATION 7,000
    UNITED WAY WEEKEND BACKPACK PROGRAM
    824 JEFFERSON ST
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
    WE THE YOUTH OF PERRY CO
    20 ELEVENTH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,500
    WM TELL ELEM SCHOOL
    1235 31ST STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 4,000
    WNIN PUBLIC RADIO
    405 CARPENTER STREET
    EVANSVILLE,IN47708     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    YMCA OF SOUTHWESTERN INDIANA
    222 NW 6TH STREET
    EVANSVILLE,IN47708     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
    YMCA OF EVANSVILLE IN
    118 VINE STREET
    EVANSVILLE,IN47708     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    ZION UNITED CHURCH OF CHRIST
    PO BOX 65
    CHRISNEY,IN47611     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    ST PAUL CATHOLIC CHURCH
    824 JEFFERSON STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
    LINCOLN AMPITHEATRE
    15032 EAST COUNTY ROAD 1500
    LINCOLN CITY,IN47552     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    PERRY COUNTY MEMORIAL HOSPITAL
    8885 ST RT 237
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 12,000
    TELL CITY HIGH SCHOOL TENNIS TEAM
    900 12TH STREET
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 1,000
    LINCOLN HILLS UNITED METHODIST CHUR
    1598 W ST TR 64
    ENGLISH,IN47118     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    BOYS AND GILRS CLUB HARRISONCRAWFOR
    PO BOX 215
    CORYDON,IN47112     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,500
    CLIFF HAGEN BOYS GIRLS CLUB
    ROCKPORT UNIT 200 SOUTH 6 STREET
    ROCKPORT,IN47635     		NON PC UNRESTRICTED CHARITABLE DONATION 3,000
    SOUTHWEST IN CHILD ADVOCACY CENTER
    PO BOX 252
    JASPER,IN47547     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,500
    TOTS LOTS PRESCHOOL
    PO BOX 32
    TELL CITY,IN47586     		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
    HERITAGE HILLS SCHOLARSHIP FUND
    3720 E STREET RT 162
    LINCOLN CITY,IN47552     		NON PC SCHOLARSHIP 6,000
    INDIANA UNIVERSITY SOUTHEAST
    200 NORTH 7 STREET
    TERRE HAUTE,IN47889     		NONE PC SCHOLARSHIP 4,000
    IVY TECH COMMUNITY COLLEGE
    3501 N FIRST AVE
    EVANSVILLE,IN47110     		NONE PC SCHOLARSHIP 2,000
    MULTIPLE MYELOMA RESEARCH FOUNDATIO
    383 MAIN AVENUE 5TH FLOOR
    NORWALK,CT06851     		  PC UNRESTRICTED CHARITABLE DONATION 2,500
    SONSHINE EARLY LEARNING MINISTRY
    12308 EAST COUNTY ROAD 1160 NORTH
    EVANSTON,IN47531     		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
    WESTERN KENTUCKY UNIVERSITY
    292 ALUMNI AVENUE
    BOWLING GREEN,KY42101     		  PC UNRESTRICTED CHARITABLE DONATION 2,000
    KENTUCKY WESLEYAN COLLEGE
    3000 FREDERICA STREET
    OWENSBORO,KY42301     		  PC UNRESTRICTED CHARITABLE DONATION 2,000
    TOWN OF TROY
    3300 HARRISON STREET
    TROY,IN47588     		  PC UNRESTRICTED CHARITABLE DONATION 2,000
    PERRY COUNTY EMERGENCY MGT AGENCY
    2219 PAYNE STREET W7
    TELL CITY,IN47586     		  PC UNRESTRICTED CHARITABLE DONATION 8,000
    ST JOHN'S LUTHERAN CHURCH
    12308 EAST COUNTY ROAD 1160 N
    EVANSTON,IN47531     		  PC UNRESTRICTED CHARITABLE DONATION 1,000
    COMMUNITY CHRISTIAN CHURCH
    821 10TH STREET
    TELL CITY,IN47586     		  PC UNRESTRICTED CHARITABLE DONATION 3,000
    Total .................................bullet 3a 273,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 34,934  
    4 Dividends and interest from securities....     14 105,399  
    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 ............     		    7 187,218  
    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)..   327,551  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    327,551
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,600 3,600 0 0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ARCHER DANIESL MILDAND 25,191 29,628
    JPMORGAN CHASE 40,145 40,933
    MCDONALDS CORP 25,322 29,859
    GENERAL ELEC CAP CORP 74,000 56,610
    CITIGROUP 74,813 69,187
    NATIONS BANK CORP 58,928 57,193

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 42,585 91,729
    ACCENTURE LTD ORD 24,715 59,929
    AIR PRODUCTS AND CHEMICALS INC 41,200 76,024
    APPLE COMPUTER INC 27,448 55,998
    AT&T INC COM 105,724 88,074
    CISCO SYSTEMS INC 66,409 108,325
    ELBERFELD ST BK 750 SHRS 218,250 392,715
    JOHNSON & JOHNSON 34,472 46,716
    JP MORGAN CHASE & CO 35,706 76,827
    JP MORGAN CHASE PFD 101,703 101,640
    MICROSOFT CORP COM 50,077 145,550
    NEXTERA ENERGY 28,682 58,577
    NIKE INC 8,798 35,587
    ONB BANCORP 984.218 SHRS 12,352 15,157
    ROYAL BANK CDA MONTREAL QUE 75,316 83,937
    THERMWOOD CORP 78,052 SHRS 1,092,728 1,210,587
    UNITED PARCEL SERVICE 53,057 53,641
    ALPHABET INC CLASS C 6,308 25,890
    ALPHABET INC CLASS A 6,345 26,124
    AMGEN INC 69,632 82,735
    BOEING 26,576 64,500
    HUNTINGTON BANK SHARES 93,956 86,870
    INTERNATIONAL BUSINESS MACHINES 63,288 45,468
    LOCKHEED MARTIN 84,312 91,644
    MORGAN STANLEY 70,134 65,925
    PFIZER 66,733 82,935
    ENBRIDGE INC COM 70,400 69,308
    HOME DEPOT 75,369 77,319
    HONEYWELL INTERNATIONAL INC 27,344 29,727
    ILLINOIS TOOL WORKS INC 35,355 31,039
    MARSH & MCLENNAN COS INC 69,561 71,775
    MEDTRONIC PLC COM 69,267 75,042
    ONEOK INC COM 68,347 66,089
    PNC FINL CORP COM 61,783 55,532
    STARBUCKS CORP COM 80,855 91,770
    PAYCHEX INC 67,040 66,779
    PEPSICO INC. 47,880 46,954
    RESIDIO TECHNOLOGIES INC. 1,907 1,788
    WEC ENERGY GROUP INC 65,892 60,949
    CUMMINS INC. 65,178 58,802
    EXXON MOBIL CORP 67,259 52,847
    GARRETT MOTION INC. 709 642

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    US Government Securities - End of Year Book Value:

    652,074
    US Government Securities - End of Year Fair Market Value:

    663,428
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 OtherExpensesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK 20 20    
    INTEREST 105 105    
    POSTAGE 6     6


    TY 2018 OtherIncreasesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    NON DIVIDEND DISTRIBUTIONS 3,279


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 26,227 26,227 0 0
    MISC ADJUSTMENT 2,317 -2,317 0 0


    TY 2018 TaxesSchedule
    Name:
    EDGAR AND ROBERTA MULZER FOUNDATION
    EIN:
    35-2049784
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAID 4,322 4,322    
    FOREIGN TAX PAID 1,186 1,186