Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,785,198J 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 right arrow.............
3 Interest on savings and temporary cash investments 52,031 52,031 52,031
4 Dividends and interest from securities... 123,872 123,872 123,872
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 441,917
b Gross sales price for all assets on line 6a 2,540,440
7 Capital gain net income (from Part IV, line 2)... 441,917
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,613    
12 Total. Add lines 1 through 11........ 619,433 617,820 175,903
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000     15,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,000 5,000    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,480 6,480    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
41,256 41,256    
17 Interest............... 269 269    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,893 1,893    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,000     8,000
21 Travel, conferences, and meetings....... 1,139     1,139
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
791     791
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,828 54,898   24,930
25 Contributions, gifts, grants paid....... 373,000 373,000
26 Total expenses and disbursements. Add lines 24 and 25 452,828 54,898   397,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 166,605
b Net investment income (if negative, enter -0-) 562,922
c Adjusted net income (if negative, enter -0-)... 175,903
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 239,438 1,163,627 1,163,627
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,851 9,958 9,958
10a Investments—U.S. and state government obligations (attach schedule) 564,563 Click to see attachment
List of Attached Documents:
// Content
856,147 		846,337
b Investments—corporate stock (attach schedule)....... 4,551,763 Click to see attachment
List of Attached Documents:
// Content
2,238,562 		3,489,358
c Investments—corporate bonds (attach schedule)....... 238,797 Click to see attachment
List of Attached Documents:
// Content
275,451 		275,918
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,598,412 4,543,745 5,785,198
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1,221,273 		Click to see attachment
List of Attached Documents:
// Content
1
23 Total liabilities (add lines 17 through 22)......... 1,221,273 1
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,377,139 4,543,744
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,377,139 4,543,744
30 Total liabilities and net assets/fund balances (see instructions). 5,598,412 4,543,745
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,377,139
2
Enter amount from Part I, line 27a .....................
2
166,605
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,543,744
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,543,744
Form 990-PF (2024)
Form 990-PF (2024)
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 LAKE STA IND MULTI P 2020-01-01 2024-01-16
b CUMMINS INC COM P 2020-01-01 2024-02-07
c AIR PRODUCTS & CHEMICALS INC P 2020-01-01 2024-02-15
d MICROSOFT CORP COM P 2020-01-01 2024-02-15
e VALERO ENERGY CORP P 2020-01-01 2024-02-15
THERMWOOD P 2020-01-01 2024-03-27
ACCENTURE PLC IRELAND P 2020-01-01 2024-04-19
CHEVRON CORP P 2020-01-01 2024-04-19
HOME DEPOT INC COM P 2020-01-01 2024-04-19
NEXTERA ENERGY INC COM P 2020-01-01 2024-04-19
BRISTOL-MYERS SQUIBB P 2020-01-01 2024-05-29
UNION CTY NEW JERSEY P 2020-01-01 2024-06-17
ACCENTURE PLC IRELAND P 2020-01-01 2024-06-20
ALLSTATE P 2020-01-01 2024-06-20
BLACKROCK INC COM P 2020-01-01 2024-06-20
CHEVRON CORP P 2020-01-01 2024-06-20
JOHNSON & JOHNSON COM P 2020-01-01 2024-06-20
LOCKHEED MARTIN CORP COM P 2020-01-01 2024-06-20
NEXTERA ENERGY INC COM P 2020-01-01 2024-06-20
NORTHROP GRUMMAN CORP P 2020-01-01 2024-06-20
PAYCHEX INC COM P 2020-01-01 2024-06-20
RTX CORP COM P 2020-01-01 2024-06-20
T ROWE PRICE GROUP P 2020-01-01 2024-06-20
UNION PACIFIC CORP P 2020-01-01 2024-06-20
UNITED PARCEL SERVICE P 2020-01-01 2024-06-20
ALLSTATE P 2020-01-01 2024-06-25
LAKE STA IND MULTI P 2020-01-01 2024-07-15
COSTCO WHOLESALE CORP P 2020-01-01 2024-07-30
COALINGA-HURON CALIF JT P 2020-01-01 2024-08-01
ALLSTATE P 2020-01-01 2024-08-13
CISCO SYSTEMS INC COM P 2020-01-01 2024-08-13
AFLAC P 2020-01-01 2024-09-30
AFLAC P 2020-01-01 2024-11-12
NEXTERA ENERGY INC COM P 2020-01-01 2024-11-12
JOHNSON & JOHNSON COM P 2020-01-01 2024-11-27
NORTHROP GRUMMAN CORP P 2020-01-01 2024-11-27
BROADCOM INC COM P 2020-01-01 2024-12-23
JOHNSON & JOHNSON COM P 2024-01-01 2024-04-19
EXXON MOBIL CORP COM P 2024-01-01 2024-06-20
PEPSICO INC COM P 2024-01-01 2024-06-20
UNITED HEALTH P 2024-01-01 2024-06-20
BLACKROCK ULTRA SHORT TERM P 2024-01-01 2024-08-26
ISHARES TRUST BLACKROCK ULTRA SHT P 2024-01-01 2024-10-31
(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 10,000   10,000  
b 90,892   56,717 34,175
c 98,308   124,347 -26,039
d 40,304   5,157 35,147
e 60,373   31,875 28,498
1,250,000   1,092,728 157,272
5,655   6,186 -531
6,084   5,598 486
5,977   6,003 -26
3,144   3,951 -807
41,975   70,720 -28,745
25,000   25,018 -18
12,938   14,552 -1,614
25,654   22,721 2,933
13,244   7,877 5,367
6,925   5,318 1,607
9,622   10,864 -1,242
9,663   7,476 2,187
7,018   7,901 -883
5,620   4,644 976
10,846   5,690 5,156
3,154   2,596 558
12,274   22,609 -10,335
16,050   15,834 216
16,746   22,979 -6,233
19,365   16,899 2,466
50,000   50,009 -9
49,753   27,566 22,187
5,000   4,998 2
23,770   19,215 4,555
42,337   50,681 -8,344
77,950   40,494 37,456
61,670   31,757 29,913
83,502   28,917 54,585
86,119   71,534 14,585
61,101   39,131 21,970
74,168   9,054 65,114
2,165   2,469 -304
11,069   11,110 -41
3,152   3,639 -487
6,800   7,064 -264
30,041   29,911 130
65,012   64,714 298
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       34,175
c       -26,039
d       35,147
e       28,498
      157,272
      -531
      486
      -26
      -807
      -28,745
      -18
      -1,614
      2,933
      5,367
      1,607
      -1,242
      2,187
      -883
      976
      5,156
      558
      -10,335
      216
      -6,233
      2,466
      -9
      22,187
      2
      4,555
      -8,344
      37,456
      29,913
      54,585
      14,585
      21,970
      65,114
      -304
      -41
      -487
      -264
      130
      298
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 2 441,917
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 -668
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,825
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,825
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 7,825
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,958
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 9,958
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,133
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,133 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDONALDSON CAPITAL MGT Telephone no.right arrow (239) 821-6667

Located atright arrow20 NW FIRST ST 5TH FLEVANSVILLEIN ZIP+4right arrow47708
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JEAN MULZER RYAN Director
2.00 		3,000    
315 7TH AVENUE N
NAPLES,FL341021553
ANGELA MULZER ERWIN Director
1.00 		3,000    
2022 NORTHSIDE DR NW
ATLANTA,GA303053938
REBECCA G MULZER President
1.00 		3,000    
108 MT VERNON ST 3
BOSTON,MA02108
CARRIE RYAN Director
1.00 		3,000    
315 7TH AVENUE NORTH
NAPLES,FL341021553
ANDREW RYAN Director
1.00 		3,000    
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,473,488
b
Average of monthly cash balances.......................
1b
1,011,445
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,484,933
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
5,484,933
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
82,274
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,402,659
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
270,133
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
270,133
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,825
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,825
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
262,308
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
262,308
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
262,308
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
397,930
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
397,930
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 262,308
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 27,777
d From 2022...... 116,962
e From 2023...... 116,914
f Total of lines 3a through e ........ 261,653
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 397,930
a Applied to 2023, but not more than line 2a  
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 2024 distributable amount..... 262,308
e Remaining amount distributed out of corpus 135,622
5 Excess distributions carryover applied to 2024.    
(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 5 397,275
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		397,275
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 27,777
c Excess from 2022.... 116,962
d Excess from 2023.... 116,914
e Excess from 2024.... 135,622
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 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 IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
BOY SCOUNTS OF AMERICA - TROOP 192


1402-11TH STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
CATHOLIC CHARITIES


802 NINTH STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 10,000
CHRISNEY LIBRARY


228 EAST NORTH STREET
CHRISNEY,IN47611 		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
CRAWFORD COUNTY UNITED MINISTRIES-F


PO BOX 133
MARENGO,IN47140 		NONE PC UNRESTRICTED CHARITABLE DONATION 10,000
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 4,000
EMMANUEL LUTHERAN WOW GRP


PO BOX 116
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
EMMANUEL LUTHERN CHURCH WOMENS GUIL


PO BOX 116
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
EVANGELICAL UCC - LOCAL EMERGENCY F


802 10TH STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 6,000
EVANGELICAL UCC BLD GNDS FUND


802 10TH STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
GLORY BEES PRESCHOOL


802 13TH STREET BOX 38
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
HABITAT FOR HUMANITY OF SPENCER CO


PO BOX 121
SANTA CLAUS,IN47579 		NONE PC UNRESTRICTED CHARITABLE DONATION 10,000
HABITAT FOR HUMANITY OF PERRY CO


PO BOX 72
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 10,000
HACKLEMAN CEMETARY


3266 MARTIN ROAD
NEWBURGH,IN47630 		NONE PC UNRESTRICTED CHARITABLE DONATION 2,000
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 5,000
LEADERSHIP PERRY CTY IN


PO BOX 192
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 1,500
LEADERSHIP SPENCER CTY IN


1416 ST MEINRAD ROAD
ST MEINRAD,IN47577 		NONE PC UNRESTRICTED CHARITABLE DONATION 1,500
PERRY CENTRAL FAMILY OUTREACH


18677 OLD STATE ROAD 37
LEOPOLD,IN47551 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
PERRY CHILDCARE


1012 31ST STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
PERRY COUNTY FOOD COALITION


802 NINTH STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 7,000
PERRY COUNTY MEMORIAL HOSPITAL FDN


8885 STATE ROAD 237
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
PERRY COUNTY PUBLIC LIBRARY-TC


2328 TELL STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
SPENER CO HUMANE SOC


PO BOX 261
DALE,IN47523 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
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 5,000
TELL CITY HIGH SCHOOL


900 12THE ST
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 5,000
TELL CITY REGIONAL ARTS


125 NINTH STREET SUITE A
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 9,000
THE WAY OF ROCKPORT


PO BOX 506
ROCKPORT,IN47635 		NONE PC UNRESTRICTED CHARITABLE DONATION 10,000
UNITED WAY OF PERRY CO


PO BOX 73
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 8,000
UNITED WAY WEEKEND BACKPACK PROGRAM


824 JEFFERSON ST
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
WE THE YOUTH OF PERRY CO


20 ELEVENTH STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
WM TELL ELEM SCHOOL


1235 31ST STREET
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 8,000
YMCA OF SOUTHWESTERN INDIANA


516 COURT STREET
EVANSVILLE,IN47708 		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
YMCA OF EVANSVILLE IN


118 VINE STREET
EVANSVILLE,IN47708 		NONE PC UNRESTRICTED CHARITABLE DONATION 8,000
ZION UNITED CHURCH OF CHRIST


PO BOX 65
CHRISNEY,IN47611 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
LINCOLN AMPITHEATRE


15032 EAST COUNTY ROAD 1500
LINCOLN CITY,IN47552 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
PERRY COUNTY MEMORIAL HOSPITAL


8885 ST RT 237
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 6,000
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 10,000
TOTS LOTS PRESCHOOL


PO BOX 32
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 5,000
INDIANA UNIVERSITY SOUTHEAST


200 NORTH 7 STREET
TERRE HAUTE,IN47889 		NONE PC SCHOLARSHIP 9,000
IVY TECH COMMUNITY COLLEGE


3501 N FIRST AVE
EVANSVILLE,IN47110 		NONE PC SCHOLARSHIP 3,000
GIRL SCOUT OF SW INDIANA


5000 EAST VIRGINIA ST STE2
EVANSVILLE,IN47715 		NONE PF UNRESTRICTED CHARITABLE DONATION 10,000
WIDOW'S BARREL FOOD PANTRY


821 10TH STREET
TELL CITY,IN47586 		NONE PF UNRESTRICTED CHARITABLE DONATION 15,000
TELL CITY HIGH SCHOOL DRONE TEAM


PO BOX 174
TELL CITY,IN47586 		  PF UNRESTRICTED CHARITABLE DONATION 5,000
HERITAGE HILLS SCHOLARSHIP FOUNDATI


113 BLUE SPRUCE DRIVE
SANTA CLAUS,IN47579 		  PF SCHOLARSHIP 12,000
OWENSBORO COMMUNITY


4800 NEW HARTFORD ROAD
OWENSBORO,KY42303 		  PF SCHOLARSHIP 1,500
LIFESPRING


460 SPRING ST
JEFFERSONVILLE,IN47130 		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
FRIENDS OF THE 1818 ROME COURTHOUSE


PO BOX 262
TELL CITY,IN47586 		NONE PC UNRESTRICTED CHARITABLE DONATION 3,000
CRAWFORD COUNTY PUBLIC LIBRARY


203 INDIANA AVENUE
ENGLISH,IN47118 		NONE PF UNRESTRICTED CHARITABLE DONATION 5,000
HUMANE SOCIETY OF PERRY COUNTY


PO BOX 21
TELL CITY,IN47586 		  PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000
YOUTH FIRST


111 SE 3RD ST 405
EVANSVILLE,IN47708 		  PC UNRESTRICTED CHARITABLE DONATION 10,000
ENGLISH FOOD PANTRY


311 S MAIN STREET
ENGLISH,IN47118 		  PF UNRESTRICTED CHARITABLE DONATION 5,000
PERRY COUNTY MEMORIAL HOSPITAL HOME


8885 STATE ROAD 237
TELL CITY,IN47586 		  PF UNRESTRICTED CHARITABLE DONATION 5,000
UNITED WAY OF SOUTHWESTERN INDIANA


PO BOX 18
EVANSVILLE,IN47701 		  PF UNRESTRICTED CHARITABLE DONATION 8,000
UNIVERSITY OF SOUTHERN INDIANA


8600 UNIVERSITY BLVD
EVANSVILLE,IN47712 		  PF SCHOLARSHIPS 6,000
BOY AND GIRL CLUBS OF HARRISONCRAWF


PO BOX 215
CORYDON,IN47112 		NONE PF UNRESTRICTED CHARITABLE DONATION 9,000
BIG BROTHERS BIG SISTERS-SPENCER CO


320 SE MARTIN LUTHER KING JR BLVD
EVANSVILLE,IN47713 		NONE PF UNRESTRICTED CHARITABLE DONATION 3,000
ISAIAH 117 HOUSE SPENCER-PERRY


7341 E COUNTY RD 110 N
LAMAR,IN47550 		  PF UNRESTRICTED CHARITABLE DONATION 5,000
SOUTHWEST IN CHILD ADVOCACY CENTER


PO BOX 252
JASPER,IN47547 		  PF UNRESTRICTED CHARITABLE DONATION 5,000
OWENSBORO COMMUNITY TECHNICAL COLLE


4800 NEW HARTFORD RD
OWENSBORO,KY42303 		  PF SCHOLARSHIPS 3,000
UNIVERSITY OF LOUISVILLE


2301 S 3RD ST
LOUISVILLE,KY40292 		  PF SCHOLARSHIPS 3,000
FULLER CENTER FOR HOUSING OF CRAWFO


PO BOX 203
MARENGO,IN47140 		  PF UNRESTRICTED CHARITABLE DONATION 10,000
RIVERS EDGE ANIMAL SHELTER


200 HERZEELE ST
CANNELTON,IN47520 		  PF UNRESTRICTED CHARITABLE DONATION 2,000
CHARITY FOR CHANGE


10681 AIRPORT-PULLING RD STE23
NAPLES,FL34109 		  PF UNRESTRICTED CHARITABLE DONATION 2,500
WESTERN KENTUCKY UNIVERSITY


1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN,KY42101 		  PF SCHOLARSHIP 3,000
Total .................................right arrow 3a 373,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 52,031  
4 Dividends and interest from securities ....     14 123,872  
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 .....     14 1,613  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        441,917
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) ..   177,516 441,917
13Total. Add line 12, columns (b), (d), and (e)..................
13
619,433
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING 6,480 6,480 0 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
ARCHER DANIESL MILDAND 25,077 26,297
MCDONALDS CORP NOTE 25,265 26,841
APPLE COMPUTER INC 59,967 58,510
BANK OF AMERICA CORP 53,823 52,862
BYN MELLON INVEST VAR 70,015 70,156
BLACKROCK ULTRA ST BOND 11,349 11,347
ISHARES ULTRA ST BOND 29,955 29,905

TY 2024 InvestmentsCorpStockSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 43,690 154,599
ACCENTURE LTD ORD 18,142 110,462
APPLE INC 9,931 174,042
CISCO SYSTEMS INC    
JOHNSON & JOHNSON    
JP MORGAN CHASE & CO 29,904 136,874
MICROSOFT CORP COM 14,115 131,087
NEXTERA ENERGY    
THERMWOOD CORP 78,052 SHRS    
ALPHABET INC CLASS C 6,308 95,220
ALPHABET INC CLASS A 6,345 94,650
LOCKHEED MARTIN 59,661 90,871
MORGAN STANLEY 7.75% 41,604 37,416
HOME DEPOT 65,039 120,587
PAYCHEX INC 44,737 95,910
CUMMINS INC.    
BLACKROCK INC 37,063 82,009
BROADCOM INC 19,189 160,665
TEXAS INSTRUMENTS INC 82,081 108,568
AFLAC INC    
AIR PRODUCTS AND CHEMICALS    
BANK OF AMERICA CORP 27 23
BRIGHTHOUSE FINL INC 42,731 37,036
CHEVRON CORPORATION 39,547 59,240
COSTCO WHOLESALE CORP 56,474 116,366
EXXON MOBIL CORP 59,168 104,881
KEYCORP 35,645 29,485
MERCK & CO INC 65,193 87,343
NORTHROP GRUMMAN CORP    
T ROWE PRICE GROUPS 104,025 73,056
RTX CORPORATION 37,641 58,439
REINSURANCE GROUP OF AMERICA 36,219 31,352
UNION PACIFIC CORPORATION 80,137 83,463
VALERO ENERGY COPR    
ALLSTATE CORP 71,356 100,058
BRISTOL-MYERS SQUIBB    
CME GROUP INC 81,868 92,660
PEPSICO INC. 59,480 47,595
UNITED PARCEL SERVICE 85,286 58,006
UNITEDHEALTH GROUP INC 82,244 82,455
AFFILIATED MANAGERS GROUP 17,501 16,970
COMMUNICAT SVS SLCT SEC SPDR 145,598 163,609
EXTRA SPACE STORAGE 78,904 78,839
FASTENAL CO 105,229 90,031
ISHARES SEMICONDUCTOR EFT IV 102,967 107,529
MARSH & MCLENNAN COS 82,205 89,212
MCDONALDS CORP 100,035 104,650
MORGAN STANLEY 110,844 106,611
WEC ENERGY GROUP INC 80,429 77,489

TY 2024 InvestmentsGovtObligationsSch
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

856,147
US Government Securities - End of Year Fair Market Value:

846,337
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 LegalFeesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,000 5,000 0 0


TY 2024 OtherExpensesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 603     603
POSTAGE 188     188


TY 2024 OtherIncomeSchedule2
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 1,613    


TY 2024 OtherLiabilitiesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value
UNREALIZED GAINS OR LOSSES 1,221,272  
Rounding 1 1


TY 2024 OtherProfessionalFeesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 28,500 28,500 0 0
MISC ADJUSTMENT 12,756 12,756 0 0


TY 2024 TaxesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAID 1,893 1,893