THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-13
- IRS object ID
- 202102259349100300
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T06:48:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356691822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PALMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 3175740621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 TWINSHORE COURT | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD PALMER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3175740621 | PhoneNum |
| Signature | 2021-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | PALMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2021-07-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,980,918 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $201,882 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$114,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,428,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,217 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,217 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $190,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,603 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,379 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,020 | CashBOYAmt |
| Cash EOY | $3,898 | CashEOYAmt |
| Cash EOYFMV | $3,898 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $177,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $254,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $254,641 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,800,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,703,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,716,330 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,934 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,049 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,030,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,967,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,980,918 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,003 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,841 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,003 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,841 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,019,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,949,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,019,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,949,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,030,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,967,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,019,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,111 | OtherIncreasesAmt |
| Subtotal | $4,012,277 | SubtotalAmt |
| Other Decreases | $62,953 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,949,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 27 UNITS OF LAZARD LTD | P | $940 | $1,024 | -$84 | -$84 |
| PUBLICLY TRADED SECURITIES | P | $1,417,876 | $1,541,515 | -$123,639 | -$123,639 |
| CAPITAL GAINS DIVIDENDS | P | $9,197 | $9,197 | $9,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$114,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $946 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $946 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $946 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,122 | OverpaymentAmt |
| Applied To ES Tax | $3,122 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CAROLYN J PALMER | IndividualWithBooksNm |
| Phone | 3175740621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 TWINSHORE CT | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| M ELAINE PALMER | ||||||||
| 7965 WESTFIELD ROAD | INDIANAPOLIS | IN | 46240 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DONALD L PALMER | ||||||||
| 33 TWINSHORE COURT | CARMEL | IN | 46033 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROLYN J PALMER | ||||||||
| 33 TWINSHORE COURT | CARMEL | IN | 46033 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,113,092 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,793 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,416,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,416,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,350,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $946 | TotalTaxAmt |
| Distributable Before Adj | $216,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,583 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $136,787 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $136,787 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $192,720 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD L PALMER | ContributingManagerNm |
| Contributing Manager | CAROLYN J PALMER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALDCAROLYN PALMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 TWINSHORE CT | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178465555 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHORS AWAY | |||||||
| 13232 OLD MERIDIAN ST | CARMEL | IN | 46032 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS AND GIRLS CLUBS OF INDIANAPOLIS INC | |||||||
| 3909 N MERIDIAN STREET SUITE 100 | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $7,000 |
| COLLEGE PARK CHURCH INC | |||||||
| 2606 W 96TH ST | INDIANAPOLIS | IN | 46268 | NONE | PC | GENERAL SUPPORT | $2,000 |
| COMMUNITY CARING AND SHARING INC | |||||||
| 2830 S HOLT RD | INDIANAPOLIS | IN | 46241 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CONSERVATION LAW CENTER INC | |||||||
| 116 S INDIANA AVE STE 4 | BLOOMINGTON | IN | 47408 | NONE | PC | GENERAL SUPPORT | $500 |
| EDIFY | |||||||
| 8825 AERO DRIVE STE 220 | SAN DIEGO | CA | 92123 | NONE | PC | GENERAL SUPPORT | $6,500 |
| ELEVATE INDY | |||||||
| 2902 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $3,000 |
| EMPART USA | |||||||
| 7900 E UNION AVE STE 1100 | DENVER | CO | 80237 | NONE | PC | GENERAL SUPPORT | $17,000 |
| FAITH HOPE AND LOVE COMMUNITY INC | |||||||
| 1100 W 42ND ST STE 365 | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $600 |
| GOODWILL FOUNDATION | |||||||
| 1635 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $4,500 |
| HARRISON CENTER FOR THE ARTS | |||||||
| 1505 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $500 |
| HEART CHANGE MINISTRY | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $8,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | NONE | PC | GENERAL SUPPORT | $5,000 |
| INDIANA UNIVERISTY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | GENERAL SUPPORT | $2,500 |
| INDIANAPOLIS THEOLOGICAL SEMINARY | |||||||
| 8601 HAUGE RD | INDIANAPOLIS | IN | 46256 | NONE | PC | GENERAL SUPPORT | $1,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | NONE | PC | GENERAL SUPPORT | $2,000 |
| KALEO | |||||||
| PO BOX 90184 | INDIANAPOLIS | IN | 46290 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KIPP INDY | |||||||
| 1740 E 30TH ST | INDIANAPOLIS | IN | 46218 | NONE | PC | GENERAL SUPPORT | $13,000 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING R | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL SUPPORT | $2,500 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | LINDALE | TX | 75771 | NONE | PC | GENERAL SUPPORT | $3,000 |
| MISSION TO UKRAINE | |||||||
| PO BOX 1214 | NOBLESVILLE | IN | 46061 | NONE | PC | GENERAL SUPPORT | $600 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC | |||||||
| 11625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | NONE | PC | GENERAL SUPPORT | $3,000 |
| OAKS ACADEMY | |||||||
| 2301 N PARK AVE | INDIANAPOLIS | IN | 46205 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ONE 17 INTERNATIONAL INC | |||||||
| 200 TAFT ST | ZEELAND | MI | 49464 | NONE | PC | GENERAL SUPPORT | $3,000 |
| OUTREACH OF INDIANAPOLIS | |||||||
| PO BOX 11416 | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PURDUE FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | NONE | PC | GENERAL SUPPORT | $9,000 |
| PURPOSEFUL DESIGN | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $2,000 |
| RHI FOUNDATION | |||||||
| 4141 SHORE DR | INDIANAPOLIS | IN | 46254 | NONE | PC | GENERAL SUPPORT | $400 |
| RILEY HOSPITAL FOUNDATION | |||||||
| 30 S MERIDIAN STE 200 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $500 |
| SAGAMORE INSTITUTE | |||||||
| 2902 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SECOND PRES COUNSELING CENTER | |||||||
| 7700 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL SUPPORT | $500 |
| SHEPHERD COMMUNITY CENTER | |||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $6,500 |
| SINAPIS GROUP | |||||||
| PO BOX 5414 | WHEATON | IL | 60189 | NONE | PC | GENERAL SUPPORT | $4,000 |
| THE MIND TRUST | |||||||
| 1630 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE TRINITY FORUM | |||||||
| PO BOX 9464 | MCLEAN | VA | 22012 | NONE | PC | GENERAL SUPPORT | $250 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 3901 N MERIDIAN | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WASHINGTON TOWNSHIP SCHOOLS | |||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL SUPPORT | $8,000 |
| WHEELER MISSION | |||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $6,800 |
| YMCA OF CENTRAL INDIANAPOLIS | |||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $1,000 |
| YOUNG LIFE | |||||||
| 1010 N CAPITOL AVE STE A100 | INDIANAPOLIS | IN | 462041007 | NONE | PC | GENERAL SUPPORT | $5,000 |
| YOUTH WITH A MISSION | |||||||
| PO BOX 5417 | CHULA VISTA | CA | 91912 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,323 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$114,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$10,923 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$10,923 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DONALD AND CAROLYN PALMER | |||||||
| 1 | 33 TWINSHORE COURT | CARMEL | IN | 46033 | $101,882 | Yes (X) | |
| PALMER PROPERTIES | |||||||
| 2 | 33 TWINSHORE COURT | CARMEL | IN | 46033 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK DONATION WITH COST OF $42,632 AND FAIR MARKET VALUE OF $101,882 | NoncashPropertyDesc |
| Fair Market Value | $101,882 | FairMarketValueAmt |
| Received | 2020-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VII-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE DONALD AND CAROLYN PALMER ARE SUBSTANTIAL CONTRIBUTORS TO THE PALMER FAMILY FOUNDATION AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICES" TO THE ORGANIZATION BY, ON A VOLUNTEER BASIS, KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (102 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAIMLER AG ORD NPV REGD | $1 | $190,654 |
| FIDELITY 500 INDEX FUND | $20,131 | $58,551 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | $23,588 | $28,196 |
| FMI LARGE CAP FUND INSTITUTIONAL | $22,187 | $25,238 |
| AQR LARGE CAP DEFENSIVE STYLE R6 | $48,998 | $56,969 |
| AMERICAN BEACON AHL MNGC FUTURES | $39,000 | $38,994 |
| ARTISAN DEVELOPING WORLD FD ADVISOR | $35,201 | $69,710 |
| ARTISAN INTERNATIONAL ADV | $64,511 | $76,012 |
| CAUSEWAY INTERNATIONAL VALUE | $72,633 | $84,892 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $64,500 | $63,499 |
| DFA EMERGING MRKTS CORE EQU PORTF | $61,800 | $67,413 |
| DFA US TARGETED VALUE PRTF INSTL | $49,552 | $53,219 |
| DFA US LARGE CAP VALUE PRTF INSTL | $84,705 | $86,604 |
| GMO ALTERNATIVE ALLOCATION FD I | $39,000 | $39,182 |
| GMO RESOURCES SERIES FUND CL PS | $60,400 | $74,777 |
| GOLDMAN SACHS GROUP | $69,000 | $71,863 |
| NUANCE CONCENTRATED VAL LG SHT INSTIT CL | $39,400 | $39,480 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $339,869 | $452,226 |
| DODGE & COX INCOME | $79,432 | $83,736 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $19,800 | $19,636 |
| JPMORGAN CORE BOND CLASS I | $79,000 | $82,775 |
| JPMORGAN INFLATION MANAGED BOND CLASS I | $19,918 | $20,875 |
| ISHARES TR MSCI USA MMENTM | $33,935 | $47,419 |
| EATON VANCE SHORT DURATION INCOME FUND CLASS I | $48,366 | $48,091 |
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 | $153,000 | $154,442 |
| ISHARES TR MBS ETF | $101,253 | $101,099 |
| ISHARES US ETF TR BLACKROCK | $129,572 | $127,382 |
| VANGUARD SHORT-TEMR BOND ETF | $48,971 | $50,652 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $22,545 | $25,558 |
| SPDR S&P 500 ETF | $260,658 | $500,999 |
| AT&T | $14,006 | $12,338 |
| ABBVIE INC. | $3,736 | $6,750 |
| AMEREN CORP | $2,936 | $5,698 |
| AMGEN INC (AMGN) | $4,026 | $5,288 |
| BLACKROCK INC | $3,965 | $6,494 |
| BROADCOM INC | $2,251 | $3,503 |
| CVS HEALTH CORP COM | $8,192 | $8,128 |
| CATERPILLAR INC | $5,177 | $6,917 |
| CISCO SYS INC | $3,959 | $5,504 |
| CITIGROUP INCORPORATED COM NEW | $5,490 | $7,461 |
| COCA COLA | $7,386 | $8,665 |
| DOMINION ENERGY INC (D) | $4,947 | $5,114 |
| DUKE ENERGY CORP. | $4,389 | $5,585 |
| ENTERGY CORP NEW | $2,679 | $2,296 |
| EXELON CORP | $5,488 | $5,700 |
| FIRSTENERGY CORP | $6,118 | $5,265 |
| GILEAD SCIENCES INC | $4,975 | $3,787 |
| HOME DEPOT INC | $1,537 | $2,656 |
| INTERNATIONAL BUSINESS MACHINES | $5,845 | $5,161 |
| INTERPUBLIC GROUP OF COS INC | $5,226 | $5,692 |
| JP MORGAN CHASE & CO. | $8,983 | $12,707 |
| JOHNSON & JOHNSON | $3,919 | $5,351 |
| LOCKHEED MARTIN CORP | $2,669 | $6,035 |
| MERCK & CO | $4,726 | $5,726 |
| NEWMONT CORP | $2,753 | $2,755 |
| NEXTERA ENERGY INC. | $3,203 | $8,641 |
| PEPSICO | $4,333 | $5,932 |
| PFIZER INC. | $6,184 | $7,472 |
| PHILIP MORRIS INTL. | $13,372 | $13,495 |
| PHILLIPS 66 | $2,525 | $2,798 |
| SEMPRA ENERGY | $5,640 | $7,135 |
| 3M COMPANY | $5,399 | $6,292 |
| VERIZON COMMUNICATIONS | $4,443 | $5,229 |
| EATON CORP PLC | $4,423 | $6,968 |
| JOHNSON CONTROLS | $3,342 | $5,917 |
| SEAGATE TECHNOLOGY PLC | $5,082 | $7,024 |
| LYONDELLBASELL INDUSTRIES | $3,957 | $5,041 |
| LAMAR ADVERTISING COMPANY | $1,804 | $2,580 |
| ISHARES TR SELECT DIVID ETF | $10,862 | $12,600 |
| ISHARES TR MORTGE REL ETF | $5,275 | $3,887 |
| SPDR UTILITIES SELECT SECTOR FUND | $10,504 | $14,546 |
| ISHARES TR CORE S&P US | $103,033 | $156,183 |
| DOUBLELINE TOTAL RETURN BOND FUND | $7,440 | $7,757 |
| EATON VANCE SHORT DURATION INCOME FUND CLASS I | $14,757 | $14,772 |
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 | $12,852 | $12,641 |
| PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS | $14,863 | $17,454 |
| ISHARES INCORPORATED JP MORGAN EM ETF | $6,625 | $7,874 |
| ISHARES TR 0-5 YR HI YL CP | $14,764 | $16,586 |
| BANK OF AMERICA CORP | $2,992 | $3,574 |
| GOLDMAN SACHS GROUP | $2,942 | $3,736 |
| METLIFE INC FLOATING RATE | $2,939 | $3,360 |
| US BANCORP PFD B | $2,920 | $3,889 |
| DOUBLELINE TOTAL RETURN BOND FUND | $6,802 | $7,092 |
| EATON VANCE SHORT DURATION INCOME FUND CLASS I | $13,491 | $13,505 |
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 | $11,473 | $11,557 |
| PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS | $13,588 | $15,957 |
| ISHARES INCORPORATED JP MORGAN EM ETF | $6,054 | $7,195 |
| ISHARES TR 0-5 YR HI YL CP | $13,469 | $15,132 |
| BANK OF AMERICA CORP | $2,720 | $3,249 |
| GOLDMAN SACHS GROUP | $2,704 | $3,433 |
| METLIFE INC FLOATING RATE | $2,670 | $3,052 |
| US BANCORP PFD B | $2,678 | $3,567 |
| INVESCO S&P 500 HIGH DIVIDEND | $139,578 | $127,622 |
| ISHARES TR SELECT DIVID ETF | $134,167 | $127,535 |
| ISHARES TR CORE S&P US | $84,519 | $128,334 |
| SPDR S&P 500 ETF | $278,099 | $433,701 |
| EATON VANCE SHORT DURATION INCOME FUND CLASS I | $43,573 | $43,465 |
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 | $140,124 | $141,372 |
| ISHARES TR MBS ETF | $91,417 | $91,298 |
| ISHARES US ETF TR BLACKROCK | $118,221 | $115,843 |
| VANGUARD SHORT-TERM BOND ETF | $45,023 | $46,092 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $20,543 | $23,227 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAZARD LIMITED SHS A | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,934 | BookValueAmt |
| EOYFMV | $6,049 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT ON STOCK DONATION | $59,250 |
| TIMING DIFFERENCE BASIS ADJUSTMENT | $3,703 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $34,190 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM INVESTMENTS | $1,026 | $1,026 | $1,026 |
| LAZARD LTD. K-1 DIVIDEND INCOME | $191 | $191 | $191 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $1,111 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CALL STANDARD & POORS | $5,522 | $9,707 |
| CALL STANDARD & POORS | $5,481 | $8,134 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,379 | Amt |
| Net Investment Income | $1,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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