2026-06-15T13:01:08-07:00 2025-12-31 592671667 SOLDAVINI & CALDWELL CPA PA 5455 JAEGER RD NAPLES FL 34109 990PF 2025-01-01 352049784 EDGAR AND ROBERTA MULZER FOUNDATION EDGA 2398216667 315 SEVENTH AVENUE NORTH NAPLES FL 34102 JEAN RYAN Director 2026-06-15 true Desiree Payer P01276710 2395914747 2025 2025-03-06 01:10:19Z X 5859538 X X 52868 52868 52868 117287 117287 117287 119352 1793210 119352 119352 367 289874 289507 289507 15000 15000 3000 3000 3760 3760 31445 31445 784 784 7871 7871 8000 8000 808 20 788 70668 46880 23788 401975 401975 472643 46880 425763 -182769 242627 289507 1163627 825623 825623 9958 5087 5087 856147 585315 587131 2238562 2442894 3932275 275451 502056 509422 4543745 4360975 5859538 1 1 0 X 4543744 4360975 4543744 4360975 4543745 4360975 4543744 -182769 4360975 4360975 ACCENTURE PLC IRELAND P 2025-09-24 84502 31884 52618 52618 ALLSTATE P 2025-07-16 99804 71356 28448 28448 BLACKROCK INC COM P 2025-04-02 75277 37063 38214 38214 BRIGHTHOUSE FINL INC P 2025-11-21 26801 42731 -15930 -15930 BROADCOM INC COM P 2025-09-11 50967 3820 47147 47147 BROADCOM INC COM P 2025-11-05 6802 526 6276 6276 CHEVRON CORP P 2025-06-04 13453 9763 3690 3690 CME GROUP INC P 2025-09-16 103305 81868 21437 21437 EATON CORP PLC P 2025-12-10 61892 70191 -8299 -8299 EXTRA SPACE STORAGE INC P 2025-09-24 73050 78904 -5854 -5854 EXXON MOBIL CORP COM P 2025-06-04 13964 14516 -552 -552 ISHARES ULTRA SHRT DUR P 2025-05-07 65019 64993 26 26 ISHARES ULTRA SHRT DUR P 2025-05-27 64985 64842 143 143 ISHARES ULTRA SHRT DUR P 2025-08-21 70012 69820 192 192 LOCKHEED MARTIN CORP COM P 2025-07-30 78274 59661 18613 18613 MARSH & MCLENNAN COMPANIES P 2025-07-30 85028 82205 2823 2823 PEPSICO INC COM P 2025-10-29 47189 59480 -12291 -12291 TEXAS INSTRUMENTS INC P 2025-10-29 96788 82081 14707 14707 UNION PACIFIC CORP P 2025-03-18 87231 80137 7094 7094 UNITED PARCEL SERVICE P 2025-08-13 40212 85286 -45074 -45074 UNITED HEALTH P 2025-12-15 92011 113994 -21983 -21983 WASTE MGMT INC P 2025-11-05 81644 93737 -12093 -12093 COALINGA-HURON CALIF JT P 2025-08-01 10000 10000 FHLB P 2025-04-10 65000 65000 FHLMC P 2025-02-26 65000 65000 UPPER ST CLAIR TWP P 2025-07-15 15000 15000 US TREASURY 2.875% P 2025-06-16 110000 110000 US TREASURY 4% P 2025-12-15 110000 110000 119352 119352 3373 3373 3373 5087 5087 1714 1714 false false false false false false false true true true false false false false true N/A DONALDSON CAPITAL MGT 2398216667 20 NW FIRST ST 5TH FL EVANSVILLE IN 47708 false false false false false false false false false false false false false false false false false false false false false false JEAN MULZER RYAN 315 7TH AVENUE N NAPLES FL 341021553 Director 2.00 3000 ANGELA MULZER ERWIN 2022 NORTHSIDE DR NW ATLANTA GA 303053938 Director 1.00 3000 REBECCA G MULZER 108 MT VERNON ST 3 BOSTON MA 02108 President 1.00 3000 CARRIE RYAN 315 7TH AVENUE NORTH NAPLES FL 341021553 Director 1.00 3000 ANDREW RYAN 315 7TH AVNUE NORTH NAPLES FL 341021553 Director 1.00 3000 NONE NONE 4779676 982808 0 5762484 0 5762484 86437 5676047 283802 283802 3373 3373 280429 280429 280429 425763 425763 280429 27777 116962 116914 135622 397275 425763 0 280429 145334 542609 0 542609 27777 116962 116914 135622 145334 THE EDGAR ROBERTA MULZER FOUNDATION PO BOX 307 TELL CITY IN 47586 8125472808 THERE IS NO FORMAL APPLICATION PROCESS NONE NONE BOY SCOUNTS OF AMERICA - TROOP 192 1402-11TH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 CATHOLIC CHARITIES 802 NINTH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 10000 CHRISNEY LIBRARY 228 EAST NORTH STREET CHRISNEY IN 47611 NONE PC UNRESTRICTED CHARITABLE DONATION 2000 CRAWFORD COUNTY UNITED MINISTRIES-F PO BOX 133 MARENGO IN 47140 NONE PC UNRESTRICTED CHARITABLE DONATION 10000 DOLLY PARTON IMAGINATION LIBRARY PO BOX 73 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 EMMANUEL LUTHERAN CHURCH CIA GROUP PO BOX 116 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 2000 EMMANUEL LUTHERAN WOW GRP PO BOX 116 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 4000 EMMANUEL LUTHERN CHURCH WOMENS GUIL PO BOX 116 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 EVANGELICAL UCC BLD GNDS FUND 802 10TH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 GLORY BEES PRESCHOOL 802 13TH STREET BOX 38 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 HABITAT FOR HUMANITY OF SPENCER CO PO BOX 121 SANTA CLAUS IN 47579 NONE PC UNRESTRICTED CHARITABLE DONATION 10000 HABITAT FOR HUMANITY OF PERRY CO PO BOX 72 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 10000 HACKLEMAN CEMETARY 3266 MARTIN ROAD NEWBURGH IN 47630 NONE PC UNRESTRICTED CHARITABLE DONATION 2000 HONOR FLIGHT OF SOUTHERN INDIANA PO BOX 8234 EVANSVILLE IN 47716 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 HOOSIER UPLANDS HOME 500 WEST MAIN STREET MITCHELL IN 47446 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 LEADERSHIP PERRY CTY IN PO BOX 192 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 1500 LEADERSHIP SPENCER CTY IN 1416 ST MEINRAD ROAD ST MEINRAD IN 47577 NONE PC UNRESTRICTED CHARITABLE DONATION 1500 PERRY CENTRAL FAMILY OUTREACH 18677 OLD STATE ROAD 37 LEOPOLD IN 47551 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 PERRY CHILDCARE 1012 31ST STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 PERRY COUNTY FOOD COALITION 802 NINTH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 7000 PERRY COUNTY MEMORIAL HOSPITAL FDN 8885 STATE ROAD 237 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 PERRY COUNTY PUBLIC LIBRARY-TC 2328 TELL STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 SPENER CO HUMANE SOC PO BOX 261 DALE IN 47523 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 ST JOHNS LUTHERAN CHURCH DAYCARE 12308 E 1160 NORTH EVANSTON IN 47531 NONE PC UNRESTRICTED CHARITABLE DONATION 6000 STUFF THE BUS PO BOX 73 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 TELL CITY HIGH SCHOOL 900 12THE ST TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 TELL CITY HIGH SCHOOL SOCCER TEAM 900 12TH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 TELL CITY HISTORICAL SOCIETY 548 9TH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 TELL CITY REGIONAL ARTS 125 NINTH STREET SUITE A TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 11000 THE WAY OF ROCKPORT PO BOX 506 ROCKPORT IN 47635 NONE PC UNRESTRICTED CHARITABLE DONATION 10000 UNITED WAY OF PERRY CO PO BOX 73 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 18000 UNITED WAY WEEKEND BACKPACK PROGRAM 824 JEFFERSON ST TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 WE THE YOUTH OF PERRY CO 20 ELEVENTH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 WM TELL ELEM SCHOOL 1235 31ST STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 8000 YMCA OF SOUTHWESTERN INDIANA 516 COURT STREET EVANSVILLE IN 47708 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 YMCA OF EVANSVILLE IN 118 VINE STREET EVANSVILLE IN 47708 NONE PC UNRESTRICTED CHARITABLE DONATION 8000 ZION UNITED CHURCH OF CHRIST PO BOX 65 CHRISNEY IN 47611 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 LINCOLN AMPITHEATRE 15032 EAST COUNTY ROAD 1500 LINCOLN CITY IN 47552 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 PERRY COUNTY MEMORIAL HOSPITAL 8885 ST RT 237 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 6000 TELL CITY HIGH SCHOOL TENNIS TEAM 900 12TH STREET TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 1000 LINCOLN HILLS UNITED METHODIST CHUR 1598 W ST TR 64 ENGLISH IN 47118 NONE PC UNRESTRICTED CHARITABLE DONATION 10000 TOTS LOTS PRESCHOOL PO BOX 32 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 5000 INDIANA UNIVERSITY SOUTHEAST 200 NORTH 7 STREET TERRE HAUTE IN 47889 NONE PC SCHOLARSHIP 8000 IVY TECH COMMUNITY COLLEGE 3501 N FIRST AVE EVANSVILLE IN 47110 NONE PC SCHOLARSHIP 2975 GIRL SCOUT OF SW INDIANA 5000 EAST VIRGINIA ST STE2 EVANSVILLE IN 47715 NONE PF UNRESTRICTED CHARITABLE DONATION 15000 WIDOW'S BARREL FOOD PANTRY 821 10TH STREET TELL CITY IN 47586 NONE PF UNRESTRICTED CHARITABLE DONATION 18000 TELL CITY HIGH SCHOOL DRONE TEAM PO BOX 174 TELL CITY IN 47586 PF UNRESTRICTED CHARITABLE DONATION 3000 HERITAGE HILLS SCHOLARSHIP FOUNDATI 113 BLUE SPRUCE DRIVE SANTA CLAUS IN 47579 PF SCHOLARSHIP 16000 LIFESPRING 460 SPRING ST JEFFERSONVILLE IN 47130 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 FRIENDS OF THE 1818 ROME COURTHOUSE PO BOX 262 TELL CITY IN 47586 NONE PC UNRESTRICTED CHARITABLE DONATION 3000 EVANGELICAL UCC 802 10TH STREET TELL CITY IN 47586 PC UNRESTRICTED CHARITABLE DONATION 6000 CRAWFORD COUNTY PUBLIC LIBRARY 203 INDIANA AVENUE ENGLISH IN 47118 NONE PF UNRESTRICTED CHARITABLE DONATION 5000 HUMANE SOCIETY OF PERRY COUNTY PO BOX 21 TELL CITY IN 47586 PC UNRESTRICTED CHARITABLE CONTRIBUTION 5000 YOUTH FIRST 111 SE 3RD ST 405 EVANSVILLE IN 47708 PC UNRESTRICTED CHARITABLE DONATION 10000 ENGLISH FOOD PANTRY 311 S MAIN STREET ENGLISH IN 47118 PF UNRESTRICTED CHARITABLE DONATION 5000 PERRY COUNTY MEMORIAL HOSPITAL HOME 8885 STATE ROAD 237 TELL CITY IN 47586 PF UNRESTRICTED CHARITABLE DONATION 5000 UNITED WAY OF SOUTHWESTERN INDIANA PO BOX 18 EVANSVILLE IN 47701 PF UNRESTRICTED CHARITABLE DONATION 8000 BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 PF SCHOLARSHIPS 4000 UNIVERSITY OF SOUTHERN INDIANA 8600 UNIVERSITY BLVD EVANSVILLE IN 47712 PF SCHOLARSHIPS 8000 BOY AND GIRL CLUBS OF HARRISONCRAWF PO BOX 215 CORYDON IN 47112 NONE PF UNRESTRICTED CHARITABLE DONATION 9000 BIG BROTHERS BIG SISTERS-SPENCER CO 320 SE MARTIN LUTHER KING JR BLVD EVANSVILLE IN 47713 NONE PF UNRESTRICTED CHARITABLE DONATION 3000 ISAIAH 117 HOUSE SPENCER-PERRY 7341 E COUNTY RD 110 N LAMAR IN 47550 PF UNRESTRICTED CHARITABLE DONATION 5000 SOUTHWEST IN CHILD ADVOCACY CENTER PO BOX 252 JASPER IN 47547 PF UNRESTRICTED CHARITABLE DONATION 5000 MURRAY STATE UNIVERSITY 1375 CHESTNUT ST MURRAY KY 42071 PF SCHOLARSHIPS 4000 FULLER CENTER FOR HOUSING OF CRAWFO PO BOX 203 MARENGO IN 47140 PF UNRESTRICTED CHARITABLE DONATION 10000 RIVERS EDGE ANIMAL SHELTER 200 HERZEELE ST CANNELTON IN 47520 PF UNRESTRICTED CHARITABLE DONATION 2000 CHARITY FOR CHANGE 10681 AIRPORT-PULLING RD STE23 NAPLES FL 34109 PF UNRESTRICTED CHARITABLE DONATION 2000 WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HEIGHTS BLVD BOWLING GREEN KY 42101 PF SCHOLARSHIP 4000 SCENIC LINCOLN WAY INC 333 7TH STREET TELL CITY IN 47586 PC UNRESTRICTED CHARITABLE DONATION 5000 401975 14 52868 14 117287 367 119352 170522 119352 289874 false false false false false false false false false false ACCOUNTING 3760 3760 0 0 ARCHER DANIESL MILDAND 25053 26271 MCDONALDS CORP NOTE 25252 27623 APPLE COMPUTER INC 59967 60890 BANK OF AMERICA CORP 52790 52835 BYN MELLON INVEST VAR 70010 70217 BLACKROCK ULTRA ST BOND ISHARES ULTRA ST BOND 204284 204040 BOOZ ALLEN HAMIL 5.95% 64700 67545 ABBVIE INC 43690 198786 ACCENTURE LTD ORD APPLE INC 17577 197099 JP MORGAN CHASE & CO 29904 183988 MICROSOFT CORP COM 29566 164914 ALPHABET INC CLASS C 6308 156900 ALPHABET INC CLASS A 6345 156500 LOCKHEED MARTIN MORGAN STANLEY 7.75% 41604 37446 HOME DEPOT 65039 106671 PAYCHEX INC 44737 76731 BLACKROCK INC BROADCOM INC 20221 191739 TEXAS INSTRUMENTS INC BANK OF AMERICA CORP 27 22 BRIGHTHOUSE FINL INC CHEVRON CORPORATION 29784 47704 COSTCO WHOLESALE CORP 56474 109517 EXXON MOBIL CORP 51027 108426 KEYCORP 35645 29761 MERCK & CO INC 106224 145364 T ROWE PRICE GROUPS 104025 66137 RTX CORPORATION 60733 122144 REINSURANCE GROUP OF AMERICA 36219 31646 UNION PACIFIC CORPORATION ALLSTATE CORP CME GROUP INC PEPSICO INC. UNITED PARCEL SERVICE UNITEDHEALTH GROUP INC AFFILIATED MANAGERS GROUP 17501 16743 COMMUNICAT SVS SLCT SEC SPDR 170472 227553 EXTRA SPACE STORAGE FASTENAL CO 105229 100486 ISHARES SEMICONDUCTOR EFT IV 102967 150274 MARSH & MCLENNAN COS MCDONALDS CORP 100035 110332 MORGAN STANLEY 110844 150545 WEC ENERGY GROUP INC 80429 86899 CENCORA INC. 76992 77345 CITIGROUP INC. 101385 124275 EATON CORP PLC 49241 41406 ELI LILLY AND CO 93948 98871 GENERAL DYNAMICS CORP 88914 87195 GOLDMAN SACHS GROUP INC 107924 119544 IBM 75528 82643 JP MORGAN ULTRA SHORT 32507 32529 NVIDIA CORP 11406 11190 PACCAR INC 55130 55193 SOUTHERN CO 87518 81532 WATCO INC. 118227 80194 XCEL ENERGY INC 71548 66031 585315 587131 LEGAL 3000 3000 0 0 BANK FEES 20 20 LICENSES & FEES 151 151 OFFICE SUPPLIES 449 449 POSTAGE 188 188 Other Investment Income 367 MANAGEMENT FEES 29915 29915 0 0 MISC ADJUSTMENT 1530 1530 0 0 FEDERAL TAX PAID 7871 7871