2021-08-13T06:48:11-05:00 2020-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2020-01-01 356691822 THE PALMER FAMILY FOUNDATION PALM 3175740621 33 TWINSHORE COURT CARMEL IN 46033 DONALD PALMER OFFICER 3175740621 2021-07-21 1 DONALD PALMER 999009999 CASSE TATE P01271193 3175802000 2021-07-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 4980918 X 201882 63 63 102323 102323 -114526 1428013 0 1217 1217 190959 103603 0 0 0 3500 0 0 1379 1379 0 34190 34175 0 39069 35554 0 160650 160650 199719 35554 160650 -8760 68049 53020 3898 3898 177530 254641 254641 3800379 3703692 4716330 0 4934 6049 4030929 3967165 4980918 11003 17841 11003 17841 X 0 0 0 0 4019926 3949324 4019926 3949324 4030929 3967165 4019926 -8760 1111 4012277 62953 3949324 27 UNITS OF LAZARD LTD P 940 1024 -84 -84 PUBLICLY TRADED SECURITIES P 1417876 1541515 -123639 -123639 CAPITAL GAINS DIVIDENDS P 9197 9197 9197 -114526 946 0 946 0 946 4068 0 0 0 4068 0 3122 3122 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A CAROLYN J PALMER 3175740621 33 TWINSHORE CT CARMEL IN 46033 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4113092 298956 4793 4416841 0 0 4416841 66253 4350588 217529 217529 946 946 216583 0 216583 0 216583 160650 0 160650 0 160650 216583 136787 0 0 160650 136787 0 0 23863 0 0 0 0 0 0 0 0 192720 0 0 0 DONALD L PALMER CAROLYN J PALMER DONALDCAROLYN PALMER 33 TWINSHORE CT CARMEL IN 46033 3178465555 NO SPECIAL FORM. NO SPECIFIC DEADLINES. NO RESTRICTIONS. ANCHORS AWAY 13232 OLD MERIDIAN ST CARMEL IN 46032 NONE PC GENERAL SUPPORT 1000 BOYS AND GIRLS CLUBS OF INDIANAPOLIS INC 3909 N MERIDIAN STREET SUITE 100 INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 1000 BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 7000 COLLEGE PARK CHURCH INC 2606 W 96TH ST INDIANAPOLIS IN 46268 NONE PC GENERAL SUPPORT 2000 COMMUNITY CARING AND SHARING INC 2830 S HOLT RD INDIANAPOLIS IN 46241 NONE PC GENERAL SUPPORT 2000 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 6500 ELEVATE INDY 2902 N MERIDIAN ST INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 3000 EMPART USA 7900 E UNION AVE STE 1100 DENVER CO 80237 NONE PC GENERAL SUPPORT 17000 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 4500 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 8000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 NONE PC GENERAL SUPPORT 5000 INDIANA UNIVERISTY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 NONE PC GENERAL SUPPORT 2500 INDIANAPOLIS THEOLOGICAL SEMINARY 8601 HAUGE RD INDIANAPOLIS IN 46256 NONE PC GENERAL SUPPORT 1000 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 200906961 NONE PC GENERAL SUPPORT 2000 KALEO PO BOX 90184 INDIANAPOLIS IN 46290 NONE PC GENERAL SUPPORT 5000 KIPP INDY 1740 E 30TH ST INDIANAPOLIS IN 46218 NONE PC GENERAL SUPPORT 13000 MARIAN UNIVERSITY 3200 COLD SPRING R INDIANAPOLIS IN 46222 NONE PC GENERAL SUPPORT 2500 MERCY SHIPS PO BOX 2020 LINDALE TX 75771 NONE PC GENERAL SUPPORT 3000 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 3000 OAKS ACADEMY 2301 N PARK AVE INDIANAPOLIS IN 46205 NONE PC GENERAL SUPPORT 1000 ONE 17 INTERNATIONAL INC 200 TAFT ST ZEELAND MI 49464 NONE PC GENERAL SUPPORT 3000 OUTREACH OF INDIANAPOLIS PO BOX 11416 INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 2500 PURDUE FOUNDATION 403 W WOOD ST W LAFAYETTE IN 47907 NONE PC GENERAL SUPPORT 9000 PURPOSEFUL DESIGN 4201 E 16ST ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 2000 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 3000 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 6500 SINAPIS GROUP PO BOX 5414 WHEATON IL 60189 NONE PC GENERAL SUPPORT 4000 THE MIND TRUST 1630 N MERIDIAN ST STE 450 INDIANAPOLIS IN 46202 NONE PC GENERAL SUPPORT 5000 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 1000 WASHINGTON TOWNSHIP SCHOOLS 8550 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 NONE PC GENERAL SUPPORT 8000 WHEELER MISSION 205 E NEW YORK ST INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 6800 YMCA OF CENTRAL INDIANAPOLIS 615 N ALABAMA ST INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 1000 YOUNG LIFE 1010 N CAPITOL AVE STE A100 INDIANAPOLIS IN 462041007 NONE PC GENERAL SUPPORT 5000 YOUTH WITH A MISSION PO BOX 5417 CHULA VISTA CA 91912 NONE PC GENERAL SUPPORT 10000 160650 0 14 63 14 102323 14 1217 18 -114526 0 -10923 0 -10923 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD AND CAROLYN PALMER 33 TWINSHORE COURT CARMEL IN 46033 101882 X 2 PALMER PROPERTIES 33 TWINSHORE COURT CARMEL IN 46033 100000 X 1 STOCK DONATION WITH COST OF $42,632 AND FAIR MARKET VALUE OF $101,882 101882 2020-12-04 TAX PREPARATION FEES 3500 0 0 FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B 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. DAIMLER AG ORD NPV REGD 1 190654 FIDELITY 500 INDEX FUND 20131 58551 CAUSEWAY INTERNATIONAL VALUE INSTL 23588 28196 FMI LARGE CAP FUND INSTITUTIONAL 22187 25238 AQR LARGE CAP DEFENSIVE STYLE R6 48998 56969 AMERICAN BEACON AHL MNGC FUTURES 39000 38994 ARTISAN DEVELOPING WORLD FD ADVISOR 35201 69710 ARTISAN INTERNATIONAL ADV 64511 76012 CAUSEWAY INTERNATIONAL VALUE 72633 84892 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 64500 63499 DFA EMERGING MRKTS CORE EQU PORTF 61800 67413 DFA US TARGETED VALUE PRTF INSTL 49552 53219 DFA US LARGE CAP VALUE PRTF INSTL 84705 86604 GMO ALTERNATIVE ALLOCATION FD I 39000 39182 GMO RESOURCES SERIES FUND CL PS 60400 74777 GOLDMAN SACHS GROUP 69000 71863 NUANCE CONCENTRATED VAL LG SHT INSTIT CL 39400 39480 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 339869 452226 DODGE & COX INCOME 79432 83736 GMO OPPORTUNISTIC INCOME FUND INSTL 19800 19636 JPMORGAN CORE BOND CLASS I 79000 82775 JPMORGAN INFLATION MANAGED BOND CLASS I 19918 20875 ISHARES TR MSCI USA MMENTM 33935 47419 EATON VANCE SHORT DURATION INCOME FUND CLASS I 48366 48091 PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 153000 154442 ISHARES TR MBS ETF 101253 101099 ISHARES US ETF TR BLACKROCK 129572 127382 VANGUARD SHORT-TEMR BOND ETF 48971 50652 VANGUARD SHORT-TERM CORPORATE BOND ETF 22545 25558 SPDR S&P 500 ETF 260658 500999 AT&T 14006 12338 ABBVIE INC. 3736 6750 AMEREN CORP 2936 5698 AMGEN INC (AMGN) 4026 5288 BLACKROCK INC 3965 6494 BROADCOM INC 2251 3503 CVS HEALTH CORP COM 8192 8128 CATERPILLAR INC 5177 6917 CISCO SYS INC 3959 5504 CITIGROUP INCORPORATED COM NEW 5490 7461 COCA COLA 7386 8665 DOMINION ENERGY INC (D) 4947 5114 DUKE ENERGY CORP. 4389 5585 ENTERGY CORP NEW 2679 2296 EXELON CORP 5488 5700 FIRSTENERGY CORP 6118 5265 GILEAD SCIENCES INC 4975 3787 HOME DEPOT INC 1537 2656 INTERNATIONAL BUSINESS MACHINES 5845 5161 INTERPUBLIC GROUP OF COS INC 5226 5692 JP MORGAN CHASE & CO. 8983 12707 JOHNSON & JOHNSON 3919 5351 LOCKHEED MARTIN CORP 2669 6035 MERCK & CO 4726 5726 NEWMONT CORP 2753 2755 NEXTERA ENERGY INC. 3203 8641 PEPSICO 4333 5932 PFIZER INC. 6184 7472 PHILIP MORRIS INTL. 13372 13495 PHILLIPS 66 2525 2798 SEMPRA ENERGY 5640 7135 3M COMPANY 5399 6292 VERIZON COMMUNICATIONS 4443 5229 EATON CORP PLC 4423 6968 JOHNSON CONTROLS 3342 5917 SEAGATE TECHNOLOGY PLC 5082 7024 LYONDELLBASELL INDUSTRIES 3957 5041 LAMAR ADVERTISING COMPANY 1804 2580 ISHARES TR SELECT DIVID ETF 10862 12600 ISHARES TR MORTGE REL ETF 5275 3887 SPDR UTILITIES SELECT SECTOR FUND 10504 14546 ISHARES TR CORE S&P US 103033 156183 DOUBLELINE TOTAL RETURN BOND FUND 7440 7757 EATON VANCE SHORT DURATION INCOME FUND CLASS I 14757 14772 PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 12852 12641 PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS 14863 17454 ISHARES INCORPORATED JP MORGAN EM ETF 6625 7874 ISHARES TR 0-5 YR HI YL CP 14764 16586 BANK OF AMERICA CORP 2992 3574 GOLDMAN SACHS GROUP 2942 3736 METLIFE INC FLOATING RATE 2939 3360 US BANCORP PFD B 2920 3889 DOUBLELINE TOTAL RETURN BOND FUND 6802 7092 EATON VANCE SHORT DURATION INCOME FUND CLASS I 13491 13505 PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 11473 11557 PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS 13588 15957 ISHARES INCORPORATED JP MORGAN EM ETF 6054 7195 ISHARES TR 0-5 YR HI YL CP 13469 15132 BANK OF AMERICA CORP 2720 3249 GOLDMAN SACHS GROUP 2704 3433 METLIFE INC FLOATING RATE 2670 3052 US BANCORP PFD B 2678 3567 INVESCO S&P 500 HIGH DIVIDEND 139578 127622 ISHARES TR SELECT DIVID ETF 134167 127535 ISHARES TR CORE S&P US 84519 128334 SPDR S&P 500 ETF 278099 433701 EATON VANCE SHORT DURATION INCOME FUND CLASS I 43573 43465 PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 140124 141372 ISHARES TR MBS ETF 91417 91298 ISHARES US ETF TR BLACKROCK 118221 115843 VANGUARD SHORT-TERM BOND ETF 45023 46092 VANGUARD SHORT-TERM CORPORATE BOND ETF 20543 23227 LAZARD LIMITED SHS A FMV 4934 6049 COST BASIS ADJUSTMENT ON STOCK DONATION 59250 TIMING DIFFERENCE BASIS ADJUSTMENT 3703 BROKERAGE FEES 34190 34175 0 OTHER INCOME FROM INVESTMENTS 1026 1026 1026 LAZARD LTD. K-1 DIVIDEND INCOME 191 191 191 NON-DIVIDEND DISTRIBUTION 1111 CALL STANDARD & POORS 5522 9707 CALL STANDARD & POORS 5481 8134 FOREIGN TAXES 1379 1379 0