THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-23
- IRS object ID
- 202022679349100707
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- 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 | 2020-09-23T13:45:08-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 462400857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2020-08-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.132.79.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-06 | IPDt |
| IP Tm | 11:36:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FC7F18A00E93B1053CEA511A148F286FD52567AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0596F46C4D5B385240A969DE9156AAB89ED55E3B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,626,720 | 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 | $400,290 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $643 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $643 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,160,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,016 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,625 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,625 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $521,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,186 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,581 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,471 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $306,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $804,435 | CashBOYAmt |
| Cash EOY | $53,020 | CashEOYAmt |
| Cash EOYFMV | $53,020 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,530 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,819,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,800,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,396,170 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,760,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,030,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,626,720 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,297 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,003 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,003 | 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 | $3,748,546 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,019,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,748,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,019,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,760,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,030,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,748,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $306,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,143 | OtherIncreasesAmt |
| Subtotal | $4,056,113 | SubtotalAmt |
| Other Decreases | $36,187 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,019,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,150,288 | $1,152,476 | -$2,188 | -$2,188 |
| CAPITAL GAINS DIVIDENDS | P | $10,204 | $10,204 | $10,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $148,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,433,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $132,734 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,237,454 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,904,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,725 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,806,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017363 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,551 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,420,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052276 | DistributionYr5Rt |
| Total Distribution | 0.187430 | TotalDistributionRt |
| Average Distribution | 0.037486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,095,011 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $881 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $173,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $881 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $881 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,949 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,949 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,068 | OverpaymentAmt |
| Applied To ES Tax | $4,068 | 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 | $3,583,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $573,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,157,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,157,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,095,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $881 | TotalTaxAmt |
| Distributable Before Adj | $203,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $203,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $203,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $173,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $881 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $172,119 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,917 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,917 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,083 | 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 | $136,787 | 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 (32 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 | $5,000 |
| AVONDALE MEADOWS ACADEMY | |||||||
| 3980 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $8,000 |
| COMMUNITY CARING AND SHARING INC | |||||||
| 2830 S HOLT RD | INDIANAPOLIS | IN | 46241 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CRU THE GRANT COMMISSION FOUNDATION | |||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | NONE | PC | GENERAL SUPPORT | $500 |
| EDIFY | |||||||
| 8825 AERO DRIVE STE 220 | SAN DIEGO | CA | 92123 | NONE | PC | GENERAL SUPPORT | $6,000 |
| ELEVATE INDY | |||||||
| 2902 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $10,000 |
| EMPART USA | |||||||
| 7900 E UNION AVE STE 1100 | DENVER | CO | 80237 | NONE | PC | GENERAL SUPPORT | $32,000 |
| GOODWILL FOUNDATION | |||||||
| 1635 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $4,000 |
| HARRISON CENTER FOR THE ARTS | |||||||
| 1505 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $600 |
| HEART CHANGE MINISTRY | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $21,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | NONE | PC | GENERAL SUPPORT | $5,200 |
| HUMANITARIAN CHINA | |||||||
| 26720 PATRICK AVE | HAYWARD | CA | 94544 | NONE | PC | GENERAL SUPPORT | $3,000 |
| INDIANAPOLIS FILM PROJECT | |||||||
| 111 MONUMENT CIRLE STE 2700 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $4,000 |
| KALEO | |||||||
| PO BOX 90184 | INDIANAPOLIS | IN | 46290 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PURDUE FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | NONE | PC | GENERAL SUPPORT | $11,000 |
| 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 | $1,000 |
| SAGAMORE INSTITUTE | |||||||
| 2902 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SEEDS OF HOPE COMMUNITY SERVICE | |||||||
| 9874 HIGHLAND SPRINGS DR N | MCCORDSVILLE | IN | 46055 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SHEPHERD COMMUNITY CENTER | |||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $6,000 |
| SHEPHERDS CENTER OF HAMILTON COUNTY | |||||||
| 347 S 8TH ST STE B | NOBLESVILLE | IN | 46060 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE ADVANCEMENT CENTER | |||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE MIND TRUST | |||||||
| 1630 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 3901 N MERIDIAN | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $2,700 |
| WALK THRU THE BIBLE | |||||||
| 4201 N PEACHTREE RD | ATLANTA | GA | 30341 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WASHINGTON TOWNSHIP SCHOOLS | |||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WHEELER MISSION | |||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $4,000 |
| WHO U WITH | |||||||
| 2080 WILLS BRANCH LANE | GOODLETTSVILLE | TN | 37072 | 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 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,000 | 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 | $643 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,902 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,186 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,186 | 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 | $100,290 | Yes (X) | |
| PALMER PROPERTIES | |||||||
| 2 | 33 TWINSHORE COURT | CARMEL | IN | 46033 | $300,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 322 SHARES OF SPDR S&P 500 EFT TRUST | NoncashPropertyDesc |
| Fair Market Value | $100,290 | FairMarketValueAmt |
| Received | 2019-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $4,687 | $6,552 |
| AMEREN CORP | $3,906 | $6,605 |
| AMGEN INC (AMGN) | $4,955 | $6,509 |
| ARTISAN INTERNATIONAL ADV | $64,511 | $73,059 |
| AT&T | $11,751 | $13,248 |
| BANK OF AMERICA | $3,198 | $3,562 |
| BLACKROCK STRATEGIC INC | $5,767 | $6,535 |
| CAUSEWAY INTERNATIONAL VALUE | $23,588 | $27,119 |
| CAUSEWAY INTERNATIONAL VALUE | $67,033 | $75,104 |
| CHEVRON CORP | $5,594 | $6,508 |
| CISCO SYS INC | $4,969 | $7,002 |
| COCA COLA | $5,594 | $6,587 |
| DAIMLER AG ORD NPV REGD | $1 | $147,750 |
| DODGE & COX INCOME | $79,432 | $80,192 |
| DOMINION ENERGY INC (D) | $5,906 | $6,626 |
| DOUBLELINE TOTAL RETURN | $20,562 | $19,943 |
| DUKE ENERGY CORP. | $5,370 | $6,567 |
| EATON CORP | $5,438 | $6,536 |
| FIDELITY 500 INDEX PREMIUM CLASS | $20,131 | $50,387 |
| FMI LARGE CAP FUND | $22,187 | $25,575 |
| GOLDMAN SACHS GROUP | $3,223 | $3,548 |
| INTL BUSINESS MACHINES CORP | $7,112 | $6,434 |
| INVESCO CONSERVATIVE INC INST (ICIFX) | $7,311 | $7,322 |
| ISHARES MORTGAGE RE EST CP ETF | $6,335 | $6,457 |
| ISHARES SELECT DIVIDEND ETF | $13,344 | $16,377 |
| JOHNSON & JOHNSON | $2,112 | $3,209 |
| JP MORGAN ALERIAN MLP INDEX | $66,787 | $33,522 |
| JP MORGAN ALERIAN MLP INDEX | $49,945 | $22,203 |
| JP MORGAN CHASE & CO. | $3,894 | $6,691 |
| JP MORGAN INFLATION MANAGED BOND SELECT | $19,918 | $20,040 |
| LAMAR ADVERTISING | $2,242 | $3,213 |
| LOCKHEED MARTIN CORP | $3,825 | $7,788 |
| LYONDELLBASELL NV | $3,992 | $5,007 |
| MERCK & CO | $4,835 | $6,548 |
| METLIFE | $3,509 | $3,586 |
| MICROSOFT CORP | $3,022 | $6,623 |
| NEXTERA ENERGY INC. | $5,637 | $9,929 |
| PEPSICO | $5,289 | $6,423 |
| PFIZER INC. | $7,914 | $9,873 |
| PHILIP MORRIS INTL. | $16,184 | $16,422 |
| PIMCO MORTGAGE OPPORTUNITIES | $93,109 | $92,022 |
| PIMCO MORTGAGE OPPORTUNITIES | $26,172 | $25,538 |
| PRUDENTIAL FINANCIAL | $2,953 | $3,187 |
| SEMPRA ENERGY | $7,103 | $9,998 |
| SPDR S&P 500 ETF TRUST (SPY) | $387,411 | $482,790 |
| SPDR S&P 500 ETF TRUST (SPY) | $294,567 | $482,790 |
| TOTAL S A SPON ADR | $3,406 | $3,373 |
| US BANCORP | $3,531 | $3,503 |
| UTILITIES SEL SECT SPDR FUND | $13,630 | $18,158 |
| VERIZON COMMUNICATIONS | $5,418 | $6,447 |
| WALMART STORES | $4,393 | $6,417 |
| ARTISAN DEVELOPING WORLD FD ADVISOR | $56,300 | $62,712 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $51,700 | $54,668 |
| DFA EMERGING MRKTS CORE EQU PORTF | $61,800 | $60,469 |
| DFA US TARGETED VALUE PRTF INSTL | $44,352 | $45,819 |
| DFA US LARGE CAP VALUE PRTF INSTL | $76,705 | $79,659 |
| GMO RESOURCES SERIES FUND CL PS | $55,200 | $56,874 |
| TORTOISE MLP & PIPELINE FD INSTL | $53,100 | $51,908 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $387,100 | $430,978 |
| PIMCO LOW DURATION INSTITUTIONAL | $19,794 | $19,790 |
| ISHARES EDGE MSCI USA MOMENTUM | $40,996 | $44,197 |
| VANGUARD SHORT TERM BND | $91,554 | $92,863 |
| ISHARES JPM EM LOC MKTS C ETF | $14,246 | $14,352 |
| E V SHT DURTAION GOVT INC | $25,518 | $25,170 |
| CVS HEALTH CORP COM | $9,089 | $9,658 |
| KINDER MORGAN INCORP | $6,010 | $6,838 |
| VALERO ENERGY CP DELA NEW | $8,943 | $9,646 |
| INVESCO S&P 500 HIGH DIV LOW | $11,131 | $13,121 |
| INVESCO S&P 500 HIGH DIV LOW | $169,914 | $176,120 |
| ISHARES CORE S&P US GROWTH | $123,245 | $142,720 |
| ISHARES CORE S&P US GROWTH | $125,793 | $145,426 |
| AMG MANAGERS PICTET INTERNATIONAL | $72,000 | $74,369 |
| AQR LARGE CAP DEFENSIVE STYLE R6 | $53,400 | $55,592 |
| JP MORGAN CORE BOND CLASS I | $79,000 | $79,674 |
| ISHARES SHORT MATURITY BOND (NEAR) | $92,567 | $92,812 |
| E V SHT DURTAION GOVT INC | $24,977 | $24,612 |
| PRINCIPAL SPC PRF &CP SEC INC I | $19,489 | $19,769 |
| CATERPILLAR INC | $6,171 | $6,646 |
| ENTERGY CORP NEW | $3,151 | $3,235 |
| EXELON CORP | $3,145 | $3,237 |
| FIRSTENERGY CORP | $3,155 | $3,208 |
| INTERPUBLIC GROUP OF COS INC | $6,254 | $6,653 |
| LAZARD CLA A COM STK | $6,086 | $6,793 |
| TC ENERGY CORP | $8,627 | $10,076 |
| WILLIAMS CO INC | $6,420 | $6,642 |
| WISDOMTREE CBOE S&P 500 ETF | $14,315 | $14,240 |
| ISHARES SELECT DIVIDEND ETF | $89,946 | $91,924 |
| BANK OF AMER FRM NON-CUM SER 5 | $2,973 | $3,274 |
| GOLDMAN SACHS GROUP | $2,859 | $3,249 |
| METLIFE INC | $3,173 | $3,264 |
| US BANCORP PFD B | $3,056 | $3,224 |
| ISHARES JPM EM LOC MKTS C ETF | $13,724 | $13,167 |
| DOUBLELINE TOTAL RETURN | $23,650 | $23,518 |
| E V SHT DURTAION GOVT INC | $29,187 | $28,963 |
| INVESCO CONSERVATIVE INC INST (ICIFX) | $5,905 | $5,905 |
| PIMCO MORTGAGE OPPORTUNITIES | $23,811 | $23,671 |
| PRINCIPAL SPC PRF &CP SEC INC I | $23,132 | $23,777 |
| ISHARES SHORT MATURITY BOND (NEAR) | $91,767 | $91,656 |
| VANGUARD SHORT TERM BND | $91,586 | $91,734 |
| E V SHT DURTAION GOVT INC | $29,237 | $29,009 |
| PIMCO MORTGAGE OPPORTUNITIES | $92,423 | $91,885 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE BASIS ADJUSTMENT | $16 |
| COST BASIS ADJUSTMENT ON STOCK DONATION | $36,171 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $29,471 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,471 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS RECEIPTS | Desc |
| Revenue And Expenses Per Books | $4,625 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,625 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $1,143 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CALL STANDARD & POORS | $5,340 | $5,522 |
| CALL STANDARD & POORS | $6,957 | $5,481 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,581 | $3,581 | $0 |
| FEDERAL TAXES | $5,000 | $0 | $0 |
Comments