Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
NAPLES
State or province
FL
Country  
ZIP or foreign postal code
34102
A Employer identification number

35-2049784
B Telephone number (see instructions)

2398216667
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,859,538J 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 .................
3 Interest on savings and temporary cash investments 52,868 52,868 52,868
4 Dividends and interest from securities... 117,287 117,287 117,287
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 119,352
b Gross sales price for all assets on line 6a 1,793,210
7 Capital gain net income (from Part IV, line 2)... 119,352
8 Net short-term capital gain......... 119,352
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
367    
12 Total. Add lines 1 through 11........ 289,874 289,507 289,507
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
3,000 3,000    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,760 3,760    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
31,445 31,445    
17 Interest............... 784 784    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,871 7,871    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,000     8,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
808 20   788
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,668 46,880   23,788
25 Contributions, gifts, grants paid....... 401,975 401,975
26 Total expenses and disbursements. Add lines 24 and 25 ................ 472,643 46,880   425,763
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -182,769
b Net investment income (if negative, enter -0-) 242,627
c Adjusted net income (if negative, enter -0-)... 289,507
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 1,163,627    
2 Savings and temporary cash investments.........   825,623 825,623
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 9,958 5,087 5,087
10a Investments—U.S. and state government obligations (attach schedule) 856,147 Click to see attachment
List of Attached Documents:
// Content
585,315 		587,131
b Investments—corporate stock (attach schedule)....... 2,238,562 Click to see attachment
List of Attached Documents:
// Content
2,442,894 		3,932,275
c Investments—corporate bonds (attach schedule)....... 275,451 Click to see attachment
List of Attached Documents:
// Content
502,056 		509,422
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,543,745 4,360,975 5,859,538
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 ) Click to see attachment
List of Attached Documents:
// Content
1 		 
23 Total liabilities (add lines 17 through 22)......... 1 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,543,744 4,360,975
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 4,543,744 4,360,975
30 Total liabilities and net assets/fund balances (see instructions). 4,543,745 4,360,975
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
4,543,744
2
Enter amount from Part I, line 27a .....................
2
-182,769
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,360,975
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,360,975
Form 990-PF (2025)
Form 990-PF (2025)
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 ACCENTURE PLC IRELAND P   2025-09-24
b ALLSTATE P   2025-07-16
c BLACKROCK INC COM P   2025-04-02
d BRIGHTHOUSE FINL INC P   2025-11-21
e BROADCOM INC COM P   2025-09-11
BROADCOM INC COM P   2025-11-05
CHEVRON CORP P   2025-06-04
CME GROUP INC P   2025-09-16
EATON CORP PLC P   2025-12-10
EXTRA SPACE STORAGE INC P   2025-09-24
EXXON MOBIL CORP COM P   2025-06-04
ISHARES ULTRA SHRT DUR P   2025-05-07
ISHARES ULTRA SHRT DUR P   2025-05-27
ISHARES ULTRA SHRT DUR P   2025-08-21
LOCKHEED MARTIN CORP COM P   2025-07-30
MARSH & MCLENNAN COMPANIES P   2025-07-30
PEPSICO INC COM P   2025-10-29
TEXAS INSTRUMENTS INC P   2025-10-29
UNION PACIFIC CORP P   2025-03-18
UNITED PARCEL SERVICE P   2025-08-13
UNITED HEALTH P   2025-12-15
WASTE MGMT INC P   2025-11-05
COALINGA-HURON CALIF JT P   2025-08-01
FHLB P   2025-04-10
FHLMC P   2025-02-26
UPPER ST CLAIR TWP P   2025-07-15
US TREASURY 2.875% P   2025-06-16
US TREASURY 4% P   2025-12-15
(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 84,502   31,884 52,618
b 99,804   71,356 28,448
c 75,277   37,063 38,214
d 26,801   42,731 -15,930
e 50,967   3,820 47,147
6,802   526 6,276
13,453   9,763 3,690
103,305   81,868 21,437
61,892   70,191 -8,299
73,050   78,904 -5,854
13,964   14,516 -552
65,019   64,993 26
64,985   64,842 143
70,012   69,820 192
78,274   59,661 18,613
85,028   82,205 2,823
47,189   59,480 -12,291
96,788   82,081 14,707
87,231   80,137 7,094
40,212   85,286 -45,074
92,011   113,994 -21,983
81,644   93,737 -12,093
10,000   10,000  
65,000   65,000  
65,000   65,000  
15,000   15,000  
110,000   110,000  
110,000   110,000  
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       52,618
b       28,448
c       38,214
d       -15,930
e       47,147
      6,276
      3,690
      21,437
      -8,299
      -5,854
      -552
      26
      143
      192
      18,613
      2,823
      -12,291
      14,707
      7,094
      -45,074
      -21,983
      -12,093
       
       
       
       
       
       
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 2 119,352
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 3 119,352
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 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 3,373
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 3,373
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 3,373
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,087
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 5,087
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,714
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,714 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofDONALDSON CAPITAL MGT Telephone no. (239) 821-6667

Located at20 NW FIRST ST 5TH FLEVANSVILLEIN ZIP+447708
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
4,779,676
b
Average of monthly cash balances.......................
1b
982,808
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,762,484
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
5,762,484
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
86,437
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,676,047
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
283,802
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
283,802
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,373
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,373
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
280,429
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
280,429
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
280,429
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, line 26, column (d) ..........
1a
425,763
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
425,763
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 280,429
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 27,777
c From 2022...... 116,962
d From 2023...... 116,914
e From 2024...... 135,622
f Total of lines 3a through e ........ 397,275
4Qualifying distributions for 2025 from Part
XI, line 4: $ 425,763
a Applied to 2024, 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 2025 distributable amount..... 280,429
e Remaining amount distributed out of corpus 145,334
5 Excess distributions carryover applied to 2025.    
(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 5 542,609
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		542,609
10 Analysis of line 9:
a Excess from 2021 .... 27,777
b Excess from 2022 .... 116,962
c Excess from 2023 .... 116,914
d Excess from 2024 .... 135,622
e Excess from 2025 .... 145,334
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   UNRESTRICTED CHARITABLE DONATION 3,000
CATHOLIC CHARITIES


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


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


PO BOX 133
MARENGO,IN47140 		NONE   UNRESTRICTED CHARITABLE DONATION 10,000
DOLLY PARTON IMAGINATION LIBRARY


PO BOX 73
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
EMMANUEL LUTHERAN CHURCH CIA GROUP


PO BOX 116
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
EMMANUEL LUTHERAN WOW GRP


PO BOX 116
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 4,000
EMMANUEL LUTHERN CHURCH WOMENS GUIL


PO BOX 116
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
EVANGELICAL UCC BLD GNDS FUND


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


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


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


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


3266 MARTIN ROAD
NEWBURGH,IN47630 		NONE   UNRESTRICTED CHARITABLE DONATION 2,000
HONOR FLIGHT OF SOUTHERN INDIANA


PO BOX 8234
EVANSVILLE,IN47716 		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
HOOSIER UPLANDS HOME


500 WEST MAIN STREET
MITCHELL,IN47446 		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
LEADERSHIP PERRY CTY IN


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


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


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


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


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


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


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


PO BOX 261
DALE,IN47523 		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
ST JOHNS LUTHERAN CHURCH DAYCARE


12308 E 1160
NORTH EVANSTON,IN47531 		NONE   UNRESTRICTED CHARITABLE DONATION 6,000
STUFF THE BUS


PO BOX 73
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
TELL CITY HIGH SCHOOL


900 12THE ST
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
TELL CITY HIGH SCHOOL SOCCER TEAM


900 12TH STREET
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
TELL CITY HISTORICAL SOCIETY


548 9TH STREET
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 5,000
TELL CITY REGIONAL ARTS


125 NINTH STREET SUITE A
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 11,000
THE WAY OF ROCKPORT


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


PO BOX 73
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 18,000
UNITED WAY WEEKEND BACKPACK PROGRAM


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


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


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


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


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


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


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


8885 ST RT 237
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 6,000
TELL CITY HIGH SCHOOL TENNIS TEAM


900 12TH STREET
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 1,000
LINCOLN HILLS UNITED METHODIST CHUR


1598 W ST TR 64
ENGLISH,IN47118 		NONE   UNRESTRICTED CHARITABLE DONATION 10,000
TOTS LOTS PRESCHOOL


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


200 NORTH 7 STREET
TERRE HAUTE,IN47889 		NONE   SCHOLARSHIP 8,000
IVY TECH COMMUNITY COLLEGE


3501 N FIRST AVE
EVANSVILLE,IN47110 		NONE   SCHOLARSHIP 2,975
GIRL SCOUT OF SW INDIANA


5000 EAST VIRGINIA ST STE2
EVANSVILLE,IN47715 		NONE   UNRESTRICTED CHARITABLE DONATION 15,000
WIDOW'S BARREL FOOD PANTRY


821 10TH STREET
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 18,000
TELL CITY HIGH SCHOOL DRONE TEAM


PO BOX 174
TELL CITY,IN47586 		    UNRESTRICTED CHARITABLE DONATION 3,000
HERITAGE HILLS SCHOLARSHIP FOUNDATI


113 BLUE SPRUCE DRIVE
SANTA CLAUS,IN47579 		    SCHOLARSHIP 16,000
LIFESPRING


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


PO BOX 262
TELL CITY,IN47586 		NONE   UNRESTRICTED CHARITABLE DONATION 3,000
EVANGELICAL UCC


802 10TH STREET
TELL CITY,IN47586 		    UNRESTRICTED CHARITABLE DONATION 6,000
CRAWFORD COUNTY PUBLIC LIBRARY


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


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


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


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


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


PO BOX 18
EVANSVILLE,IN47701 		    UNRESTRICTED CHARITABLE DONATION 8,000
BALL STATE UNIVERSITY


2000 W UNIVERSITY AVE
MUNCIE,IN47306 		    SCHOLARSHIPS 4,000
UNIVERSITY OF SOUTHERN INDIANA


8600 UNIVERSITY BLVD
EVANSVILLE,IN47712 		    SCHOLARSHIPS 8,000
BOY AND GIRL CLUBS OF HARRISONCRAWF


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


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


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


PO BOX 252
JASPER,IN47547 		    UNRESTRICTED CHARITABLE DONATION 5,000
MURRAY STATE UNIVERSITY


1375 CHESTNUT ST
MURRAY,KY42071 		    SCHOLARSHIPS 4,000
FULLER CENTER FOR HOUSING OF CRAWFO


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


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


10681 AIRPORT-PULLING RD STE23
NAPLES,FL34109 		    UNRESTRICTED CHARITABLE DONATION 2,000
WESTERN KENTUCKY UNIVERSITY


1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN,KY42101 		    SCHOLARSHIP 4,000
SCENIC LINCOLN WAY INC


333 7TH STREET
TELL CITY,IN47586 		    UNRESTRICTED CHARITABLE DONATION 5,000
Total ................................. 3a 401,975
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 52,868  
4 Dividends and interest from securities ....     14 117,287  
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 .....       367  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        119,352
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) ..   170,522 119,352
13Total. Add line 12, columns (b), (d), and (e)..................
13
289,874
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 3,760 3,760 0 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Name of Bond End of Year Book Value End of Year Fair Market Value
ARCHER DANIESL MILDAND 25,053 26,271
MCDONALDS CORP NOTE 25,252 27,623
APPLE COMPUTER INC 59,967 60,890
BANK OF AMERICA CORP 52,790 52,835
BYN MELLON INVEST VAR 70,010 70,217
BLACKROCK ULTRA ST BOND    
ISHARES ULTRA ST BOND 204,284 204,040
BOOZ ALLEN HAMIL 5.95% 64,700 67,545

TY 2025 InvestmentsCorpStockSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 43,690 198,786
ACCENTURE LTD ORD    
APPLE INC 17,577 197,099
JP MORGAN CHASE & CO 29,904 183,988
MICROSOFT CORP COM 29,566 164,914
ALPHABET INC CLASS C 6,308 156,900
ALPHABET INC CLASS A 6,345 156,500
LOCKHEED MARTIN    
MORGAN STANLEY 7.75% 41,604 37,446
HOME DEPOT 65,039 106,671
PAYCHEX INC 44,737 76,731
BLACKROCK INC    
BROADCOM INC 20,221 191,739
TEXAS INSTRUMENTS INC    
BANK OF AMERICA CORP 27 22
BRIGHTHOUSE FINL INC    
CHEVRON CORPORATION 29,784 47,704
COSTCO WHOLESALE CORP 56,474 109,517
EXXON MOBIL CORP 51,027 108,426
KEYCORP 35,645 29,761
MERCK & CO INC 106,224 145,364
T ROWE PRICE GROUPS 104,025 66,137
RTX CORPORATION 60,733 122,144
REINSURANCE GROUP OF AMERICA 36,219 31,646
UNION PACIFIC CORPORATION    
ALLSTATE CORP    
CME GROUP INC    
PEPSICO INC.    
UNITED PARCEL SERVICE    
UNITEDHEALTH GROUP INC    
AFFILIATED MANAGERS GROUP 17,501 16,743
COMMUNICAT SVS SLCT SEC SPDR 170,472 227,553
EXTRA SPACE STORAGE    
FASTENAL CO 105,229 100,486
ISHARES SEMICONDUCTOR EFT IV 102,967 150,274
MARSH & MCLENNAN COS    
MCDONALDS CORP 100,035 110,332
MORGAN STANLEY 110,844 150,545
WEC ENERGY GROUP INC 80,429 86,899
CENCORA INC. 76,992 77,345
CITIGROUP INC. 101,385 124,275
EATON CORP PLC 49,241 41,406
ELI LILLY AND CO 93,948 98,871
GENERAL DYNAMICS CORP 88,914 87,195
GOLDMAN SACHS GROUP INC 107,924 119,544
IBM 75,528 82,643
JP MORGAN ULTRA SHORT 32,507 32,529
NVIDIA CORP 11,406 11,190
PACCAR INC 55,130 55,193
SOUTHERN CO 87,518 81,532
WATCO INC. 118,227 80,194
XCEL ENERGY INC 71,548 66,031

TY 2025 InvestmentsGovtObligationsSch
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
US Government Securities - End of Year Book Value:

585,315
US Government Securities - End of Year Fair Market Value:

587,131
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 LegalFeesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 3,000 3,000 0 0


TY 2025 OtherExpensesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 20 20    
LICENSES & FEES 151     151
OFFICE SUPPLIES 449     449
POSTAGE 188     188


TY 2025 OtherIncomeSchedule2
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 367    


TY 2025 OtherProfessionalFeesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 29,915 29,915 0 0
MISC ADJUSTMENT 1,530 1,530 0 0


TY 2025 TaxesSchedule
Name:
EDGAR AND ROBERTA MULZER FOUNDATION
EIN:
35-2049784
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAID 7,871 7,871