2020-09-23T13:45:08-05:00 2019-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2019-01-01 356691822 THE PALMER FAMILY FOUNDATION PALM 3175740621 33 TWINSHORE COURT CARMEL IN 46033 DONALD PALMER OFFICER 3175740621 2020-08-06 1 CASSE TATE P01271193 3175802000 2020-08-06 64.132.79.18 2020-08-06 11:36:20 ED P FC7F18A00E93B1053CEA511A148F286FD52567AB 0596F46C4D5B385240A969DE9156AAB89ED55E3B 2019 2022-01-07 14:23:13Z X 4626720 X 400290 643 643 107902 107902 8016 1160492 8016 4625 4625 521476 121186 0 0 0 4000 0 0 8581 3581 0 29471 29471 0 42052 33052 0 173000 173000 215052 33052 173000 306424 88134 804435 53020 53020 136717 177530 177530 2819691 3800379 4396170 3760843 4030929 4626720 12297 11003 12297 11003 X 0 0 0 0 3748546 4019926 3748546 4019926 3760843 4030929 3748546 306424 1143 4056113 36187 4019926 PUBLICLY TRADED SECURITIES P 1150288 1152476 -2188 -2188 CAPITAL GAINS DIVIDENDS P 10204 10204 10204 8016 0 148217 3433548 0.043167 132734 3237454 0.041000 97650 2904143 0.033624 48725 2806283 0.017363 126551 2420847 0.052276 0.187430 0.037486 4095011 153506 881 154387 173000 X 881 0 881 0 881 4949 0 0 4949 0 4068 4068 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 3583698 573674 0 4157372 0 0 4157372 62361 4095011 204751 204751 881 881 203870 0 203870 0 203870 173000 0 173000 881 172119 203870 105917 0 0 173000 105917 0 0 67083 0 0 0 0 0 0 0 0 136787 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 5000 AVONDALE MEADOWS ACADEMY 3980 MEADOWS DRIVE INDIANAPOLIS IN 46205 NONE PC GENERAL SUPPORT 3000 BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 8000 COMMUNITY CARING AND SHARING INC 2830 S HOLT RD INDIANAPOLIS IN 46241 NONE PC GENERAL SUPPORT 5000 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 6000 ELEVATE INDY 2902 N MERIDIAN ST INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 10000 EMPART USA 7900 E UNION AVE STE 1100 DENVER CO 80237 NONE PC GENERAL SUPPORT 32000 GOODWILL FOUNDATION 1635 N MERIDIAN ST STE 450 INDIANAPOLIS IN 46202 NONE PC GENERAL SUPPORT 4000 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 21000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 NONE PC GENERAL SUPPORT 5200 HUMANITARIAN CHINA 26720 PATRICK AVE HAYWARD CA 94544 NONE PC GENERAL SUPPORT 3000 INDIANAPOLIS FILM PROJECT 111 MONUMENT CIRLE STE 2700 INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 4000 KALEO PO BOX 90184 INDIANAPOLIS IN 46290 NONE PC GENERAL SUPPORT 4000 PURDUE FOUNDATION 403 W WOOD ST W LAFAYETTE IN 47907 NONE PC GENERAL SUPPORT 11000 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 1000 SAGAMORE INSTITUTE 2902 N MERIDIAN ST INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 3000 SEEDS OF HOPE COMMUNITY SERVICE 9874 HIGHLAND SPRINGS DR N MCCORDSVILLE IN 46055 NONE PC GENERAL SUPPORT 1000 SHEPHERD COMMUNITY CENTER 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 6000 SHEPHERDS CENTER OF HAMILTON COUNTY 347 S 8TH ST STE B NOBLESVILLE IN 46060 NONE PC GENERAL SUPPORT 1000 THE ADVANCEMENT CENTER 8550 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 NONE PC GENERAL SUPPORT 5000 THE MIND TRUST 1630 N MERIDIAN ST STE 450 INDIANAPOLIS IN 46202 NONE PC GENERAL SUPPORT 5000 UNITED WAY OF CENTRAL INDIANA 3901 N MERIDIAN INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 2700 WALK THRU THE BIBLE 4201 N PEACHTREE RD ATLANTA GA 30341 NONE PC GENERAL SUPPORT 5000 WASHINGTON TOWNSHIP SCHOOLS 8550 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 NONE PC GENERAL SUPPORT 2000 WHEATON COLLEGE 501 COLLEGE AVE WHEATON IL 60187 NONE PC GENERAL SUPPORT 2000 WHEELER MISSION 205 E NEW YORK ST INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 4000 WHO U WITH 2080 WILLS BRANCH LANE GOODLETTSVILLE TN 37072 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 5000 173000 0 14 643 14 107902 14 4625 18 8016 0 121186 0 121186 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD AND CAROLYN PALMER 33 TWINSHORE COURT CARMEL IN 46033 100290 X 2 PALMER PROPERTIES 33 TWINSHORE COURT CARMEL IN 46033 300000 X 1 322 SHARES OF SPDR S&P 500 EFT TRUST 100290 2019-12-04 TAX PREPARATION FEES 4000 0 0 ABBVIE INC. 4687 6552 AMEREN CORP 3906 6605 AMGEN INC (AMGN) 4955 6509 ARTISAN INTERNATIONAL ADV 64511 73059 AT&T 11751 13248 BANK OF AMERICA 3198 3562 BLACKROCK STRATEGIC INC 5767 6535 CAUSEWAY INTERNATIONAL VALUE 23588 27119 CAUSEWAY INTERNATIONAL VALUE 67033 75104 CHEVRON CORP 5594 6508 CISCO SYS INC 4969 7002 COCA COLA 5594 6587 DAIMLER AG ORD NPV REGD 1 147750 DODGE & COX INCOME 79432 80192 DOMINION ENERGY INC (D) 5906 6626 DOUBLELINE TOTAL RETURN 20562 19943 DUKE ENERGY CORP. 5370 6567 EATON CORP 5438 6536 FIDELITY 500 INDEX PREMIUM CLASS 20131 50387 FMI LARGE CAP FUND 22187 25575 GOLDMAN SACHS GROUP 3223 3548 INTL BUSINESS MACHINES CORP 7112 6434 INVESCO CONSERVATIVE INC INST (ICIFX) 7311 7322 ISHARES MORTGAGE RE EST CP ETF 6335 6457 ISHARES SELECT DIVIDEND ETF 13344 16377 JOHNSON & JOHNSON 2112 3209 JP MORGAN ALERIAN MLP INDEX 66787 33522 JP MORGAN ALERIAN MLP INDEX 49945 22203 JP MORGAN CHASE & CO. 3894 6691 JP MORGAN INFLATION MANAGED BOND SELECT 19918 20040 LAMAR ADVERTISING 2242 3213 LOCKHEED MARTIN CORP 3825 7788 LYONDELLBASELL NV 3992 5007 MERCK & CO 4835 6548 METLIFE 3509 3586 MICROSOFT CORP 3022 6623 NEXTERA ENERGY INC. 5637 9929 PEPSICO 5289 6423 PFIZER INC. 7914 9873 PHILIP MORRIS INTL. 16184 16422 PIMCO MORTGAGE OPPORTUNITIES 93109 92022 PIMCO MORTGAGE OPPORTUNITIES 26172 25538 PRUDENTIAL FINANCIAL 2953 3187 SEMPRA ENERGY 7103 9998 SPDR S&P 500 ETF TRUST (SPY) 387411 482790 SPDR S&P 500 ETF TRUST (SPY) 294567 482790 TOTAL S A SPON ADR 3406 3373 US BANCORP 3531 3503 UTILITIES SEL SECT SPDR FUND 13630 18158 VERIZON COMMUNICATIONS 5418 6447 WALMART STORES 4393 6417 ARTISAN DEVELOPING WORLD FD ADVISOR 56300 62712 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 51700 54668 DFA EMERGING MRKTS CORE EQU PORTF 61800 60469 DFA US TARGETED VALUE PRTF INSTL 44352 45819 DFA US LARGE CAP VALUE PRTF INSTL 76705 79659 GMO RESOURCES SERIES FUND CL PS 55200 56874 TORTOISE MLP & PIPELINE FD INSTL 53100 51908 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 387100 430978 PIMCO LOW DURATION INSTITUTIONAL 19794 19790 ISHARES EDGE MSCI USA MOMENTUM 40996 44197 VANGUARD SHORT TERM BND 91554 92863 ISHARES JPM EM LOC MKTS C ETF 14246 14352 E V SHT DURTAION GOVT INC 25518 25170 CVS HEALTH CORP COM 9089 9658 KINDER MORGAN INCORP 6010 6838 VALERO ENERGY CP DELA NEW 8943 9646 INVESCO S&P 500 HIGH DIV LOW 11131 13121 INVESCO S&P 500 HIGH DIV LOW 169914 176120 ISHARES CORE S&P US GROWTH 123245 142720 ISHARES CORE S&P US GROWTH 125793 145426 AMG MANAGERS PICTET INTERNATIONAL 72000 74369 AQR LARGE CAP DEFENSIVE STYLE R6 53400 55592 JP MORGAN CORE BOND CLASS I 79000 79674 ISHARES SHORT MATURITY BOND (NEAR) 92567 92812 E V SHT DURTAION GOVT INC 24977 24612 PRINCIPAL SPC PRF &CP SEC INC I 19489 19769 CATERPILLAR INC 6171 6646 ENTERGY CORP NEW 3151 3235 EXELON CORP 3145 3237 FIRSTENERGY CORP 3155 3208 INTERPUBLIC GROUP OF COS INC 6254 6653 LAZARD CLA A COM STK 6086 6793 TC ENERGY CORP 8627 10076 WILLIAMS CO INC 6420 6642 WISDOMTREE CBOE S&P 500 ETF 14315 14240 ISHARES SELECT DIVIDEND ETF 89946 91924 BANK OF AMER FRM NON-CUM SER 5 2973 3274 GOLDMAN SACHS GROUP 2859 3249 METLIFE INC 3173 3264 US BANCORP PFD B 3056 3224 ISHARES JPM EM LOC MKTS C ETF 13724 13167 DOUBLELINE TOTAL RETURN 23650 23518 E V SHT DURTAION GOVT INC 29187 28963 INVESCO CONSERVATIVE INC INST (ICIFX) 5905 5905 PIMCO MORTGAGE OPPORTUNITIES 23811 23671 PRINCIPAL SPC PRF &CP SEC INC I 23132 23777 ISHARES SHORT MATURITY BOND (NEAR) 91767 91656 VANGUARD SHORT TERM BND 91586 91734 E V SHT DURTAION GOVT INC 29237 29009 PIMCO MORTGAGE OPPORTUNITIES 92423 91885 TIMING DIFFERENCE BASIS ADJUSTMENT 16 COST BASIS ADJUSTMENT ON STOCK DONATION 36171 BROKERAGE FEES 29471 29471 0 INVESTMENTS RECEIPTS 4625 4625 4625 NON-DIVIDEND DISTRIBUTION 1143 CALL STANDARD & POORS 5340 5522 CALL STANDARD & POORS 6957 5481 FOREIGN TAXES 3581 3581 0 FEDERAL TAXES 5000 0 0