THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-16
- IRS object ID
- 201902899349100710
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-16T15:27:54-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-09-05 | 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 | 2019-09-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.132.79.19 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-05 | IPDt |
| IP Tm | 08:55:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 858F6FA1C6E8F60A907C135EA01D58F29C794AFF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AE97FA5FFD574BDFBA8899C0E6AF8CD655A1EA55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,905,795 | 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 | $800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $90 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,024,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,040 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,777 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,777 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,043,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,958 | 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 | $3,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,646 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,503 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $857,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,791 | CashBOYAmt |
| Cash EOY | $804,435 | CashEOYAmt |
| Cash EOYFMV | $804,435 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,445 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,765,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,819,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,964,643 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,900,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,760,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,905,795 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,706 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,297 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,297 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,890,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,748,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,890,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,748,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,900,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,760,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,890,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $857,009 | ExcessRevenueOverExpensesAmt |
| Other Increases | $840 | OtherIncreasesAmt |
| Subtotal | $3,748,546 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,748,546 | 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 | $1,012,655 | $880,445 | $132,210 | $132,210 |
| CAPITAL GAINS DIVIDENDS | P | $11,830 | $11,830 | $11,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,040 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,734 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,237,454 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,904,143 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033624 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,725 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,806,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,420,847 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,019 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,931,694 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011916 | DistributionYr5Rt |
| Total Distribution | 0.156179 | TotalDistributionRt |
| Average Distribution | 0.031236 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,433,548 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $107,250 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,358 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,325 | 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 | $2,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,057 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,057 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,949 | OverpaymentAmt |
| Applied To ES Tax | $4,949 | 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 | $3,312,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,485,836 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,485,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,433,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,108 | TotalTaxAmt |
| Distributable Before Adj | $169,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $169,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $169,569 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,108 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,673 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,673 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,652 | 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 | $105,917 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA YOUTH ACADEMY | |||||||
| 2120 FORREST PARK RD | ATLANTA | GA | 30315 | NONE | SO I | GENERAL SUPPORT | $1,000 |
| BRIDGE2RWANDA | |||||||
| 1818 N TAYLOR ST STE B PMB 322 | LITTLE ROCK | AR | 72207 | NONE | PC | GENERAL SUPPORT | $1,500 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CENTER POINT COUNSELING | |||||||
| 7700 N MERIDIAN ST | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL SUPPORT | $500 |
| COMMUNITY CARING AND SHARING INC | |||||||
| 2830 S HOLT RD | INDIANAPOLIS | IN | 46241 | NONE | PC | GENERAL SUPPORT | $11,500 |
| CRY OF INDIA | |||||||
| 13300 OLIO RD SET 306 | FISHERS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EDIFY | |||||||
| 8825 AERO DRIVE STE 220 | SAN DIEGO | CA | 92123 | NONE | PC | GENERAL SUPPORT | $7,500 |
| 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 | $37,000 |
| FRIENDS OF GARFIELD PARK | |||||||
| PO BOX 33002 | INDIANAPOLIS | IN | 46203 | NONE | SO III FI | GENERAL SUPPORT | $250 |
| GOODWILL FOUNDATION | |||||||
| 1635 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HEART CHANGE MINISTRY | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $13,000 |
| HOPE SPORTS | |||||||
| PO BOX 120564 | CHULA VISTA | CA | 91912 | NONE | PC | GENERAL SUPPORT | $9,000 |
| KIPP INDY | |||||||
| 1740 E 30TH ST | INDIANAPOLIS | IN | 46218 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING R | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL SUPPORT | $2,500 |
| MIDWEST ACADEMY | |||||||
| 1420 CHASE COURT | CARMEL | IN | 46032 | NONE | PC | GENERAL SUPPORT | $500 |
| NEIGHBORHOOD ELECTRONIC DETECTION K-9 | |||||||
| 507 HICKORY DR | GREENFIELD | IN | 46140 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PURPOSEFUL DESIGN | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $7,000 |
| SAGAMORE INSTITUTE | |||||||
| 2902 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 7700 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL SUPPORT | $75 |
| SERV LIFE | |||||||
| PO BOX 20596 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL SUPPORT | $1,250 |
| SHEPHERD COMMUNITY CENTER | |||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $6,750 |
| ST VINCENT HOSPITAL FOUNDATION | |||||||
| 8402 HARCOURT ROAD SUITE 210 | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE ADVANCEMENT CENTER | |||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL SUPPORT | $7,500 |
| THE MIND TRUST | |||||||
| 1630 N MERIDIAN ST STE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNITE INDY | |||||||
| 212 W 10TH ST STE C-445 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $1,500 |
| YOUNG LIFE | |||||||
| 1010 N CAPITOL AVE STE A100 | INDIANAPOLIS | IN | 462041007 | NONE | PC | GENERAL SUPPORT | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,325 | 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 | $90 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,051 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,040 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,958 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,958 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD AND CAROLYN PALMER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 TWINSHORE COURT | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $2,691 | $5,069 |
| AMEREN CORP | $2,100 | $4,370 |
| AMGEN INC (AMGN) | $5,217 | $6,424 |
| ANHEUSER BUSCH INBEV SA SPON (BUD) | $4,681 | $3,093 |
| AQR STYLE PREMIA ALTERNATIVE I (QSPIX) | $101 | $88 |
| AQR STYLE PREMIA ALTERNATIVE I (QSPIX) | $101 | $88 |
| ARTISAN INTERNATIONAL ADV | $48,511 | $46,380 |
| AT&T | $7,868 | $6,821 |
| BANK OF AMERICA | $4,073 | $4,058 |
| BLACKROCK STRATEGIC INC | $37,913 | $36,381 |
| CAUSEWAY INTERNATIONAL VALUE | $23,588 | $23,629 |
| CAUSEWAY INTERNATIONAL VALUE | $40,033 | $40,904 |
| CHEVRON CORP | $3,123 | $3,590 |
| CISCO SYS INC | $4,680 | $7,366 |
| COCA COLA | $2,905 | $3,267 |
| DAIMLER AG ORD NPV REGD | $1 | $143,112 |
| DODGE & COX INCOME | $75,632 | $72,183 |
| DOMINION ENERGY INC (D) | $3,622 | $3,716 |
| DOUBLELINE LOW DURATION BD I | $61,959 | $61,374 |
| DOUBLELINE TOTAL RETURN | $31,853 | $30,352 |
| DUKE ENERGY CORP. | $2,784 | $3,711 |
| EATON CORP | $3,407 | $3,227 |
| FIDELITY 500 INDEX PREMIUM CLASS | $20,131 | $39,178 |
| FMI LARGE CAP FUND | $22,187 | $22,307 |
| GOLDMAN SACHS GROUP | $3,883 | $3,308 |
| GUGGENHEIM FLOATIG RE STRAT | $34,997 | $33,853 |
| INTL BUSINESS MACHINES CORP | $3,729 | $2,614 |
| INVESCO CONSERVATIVE INC INST (ICIFX) | $8,722 | $8,696 |
| ISHARES JP MORGAN EM BOND ETF (EMB) | $9,642 | $8,832 |
| ISHARES MORTGAGE RE EST CP ETF | $3,237 | $2,996 |
| ISHARES SELECT DIVIDEND ETF | $9,990 | $11,968 |
| JOHNSON & JOHNSON | $988 | $1,807 |
| JP MORGAN ALERIAN MLP INDEX | $66,787 | $34,306 |
| JP MORGAN ALERIAN MLP INDEX | $49,945 | $22,722 |
| JP MORGAN CHASE & CO. | $2,564 | $4,783 |
| JP MORGAN INFLATION MANAGED BOND SELECT | $9,418 | $9,062 |
| KRAFT HEINZ CO (KHC) | $3,817 | $2,970 |
| L BRANDS INC COM (LB) | $6,173 | $2,875 |
| LAMAR ADVERTISING | $1,278 | $1,730 |
| LOCKHEED MARTIN CORP | $1,474 | $4,451 |
| LORD ABBETT SHT DURATION INC | $72,481 | $67,310 |
| LORD ABBETT SHT DURATION INC | $247,554 | $236,329 |
| LYONDELLBASELL NV | $2,079 | $2,661 |
| MERCK & CO | $3,023 | $4,203 |
| METLIFE | $3,993 | $3,433 |
| MICROSOFT CORP | $1,003 | $3,657 |
| NEXTERA ENERGY INC. | $3,597 | $7,648 |
| NUVEEN SYM FLOATING RT | $35,101 | $33,546 |
| OCCIDENTAL PETROLEUM | $3,761 | $3,315 |
| PEPSICO | $3,352 | $3,756 |
| PFIZER INC. | $4,201 | $6,766 |
| PHILIP MORRIS INTL. | $4,841 | $3,672 |
| PIMCO MORTGAGE OPPORTUNITIES | $34,372 | $33,384 |
| PIMCO MORTGAGE OPPORTUNITIES | $30,418 | $29,481 |
| PRINCIPAL PREFERRED SEC A | $23,809 | $21,942 |
| PRINCIPAL PREFERRED SEC A | $72,179 | $66,846 |
| PRUDENTIAL FINANCIAL | $2,028 | $1,957 |
| PUTNAM SHORT DURRATION | $7,440 | $7,418 |
| ROYAL DUTCH SHELL PLC | $3,887 | $3,496 |
| SEMPRA ENERGY | $4,526 | $6,059 |
| SPDR S&P MIDCAP 400 ETF TRUST | $50,114 | $60,534 |
| SPDR S&P 500 ETF TRUST (SPY) | $306,119 | $367,132 |
| SPDR S&P 500 ETF TRUST (SPY) | $293,442 | $374,880 |
| TOTAL S A SPON ADR | $3,559 | $3,183 |
| US BANCORP | $4,157 | $3,576 |
| UTILITIES SEL SECT SPDR FUND | $8,888 | $11,854 |
| VANGUARD SH TM BD INDEX | $25,504 | $24,995 |
| VERIZON COMMUNICATIONS | $2,412 | $3,036 |
| WALMART STORES | $3,034 | $4,471 |
| ARTISAN DEVELOPING WORLD FD ADVISOR | $27,300 | $22,316 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $26,200 | $25,144 |
| DFA EMERGING MRKTS CORE EQU PORTF | $27,300 | $21,842 |
| DFA US TARGETED VALUE PRTF INSTL | $30,500 | $24,231 |
| DFA US LARGE CAP VALUE PRTF INSTL | $50,800 | $41,387 |
| GMO RESOURCES SERIES FUND CL PS | $18,200 | $15,840 |
| TORTOISE MLP & PIPELINE FD INSTL | $26,200 | $23,319 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $188,600 | $170,132 |
| PIMCO LOW DURATION INSTITUTIONAL | $9,300 | $9,205 |
| ISHARES EDGE MSCI USA MOMENTUM | $20,298 | $18,242 |
| SPDR INDEX SHS FDS S&P GLOBAL NAT RES | $8,286 | $7,011 |
| VANGUARD SHORT TERM BND | $12,633 | $12,414 |
| ISHARES JPM EM LOC MKTS C ETF | $7,828 | $7,841 |
| E V SHT DURTAION GOVT INC | $39,345 | $39,248 |
| BLACKROCK INC | $2,016 | $1,964 |
| CVS HEALTH CORP COM | $5,668 | $5,504 |
| KINDER MORGAN INCORP | $2,416 | $2,184 |
| TRANSCANADA CORP | $3,485 | $3,177 |
| VALERO ENERGY CP DELA NEW | $2,341 | $1,874 |
| INVESCO S&P 500 HIGH DIV LOW | $5,344 | $6,265 |
| INVESCO S&P 500 HIGH DIV LOW | $169,914 | $152,800 |
| ISHARES CORE S&P US GROWTH | $123,245 | $111,197 |
| ISHARES CORE S&P US GROWTH | $125,793 | $113,305 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $29,503 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,503 | 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 | $4,777 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,777 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,777 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE BASIS ADJUSTMENT | $235 |
| NON-DIVIDEND DISTRIBUTION | $605 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CALL STANDARD & POORS | $5,352 | $5,340 |
| CALL STANDARD & POORS | $4,354 | $6,957 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,646 | Amt |
| Net Investment Income | $3,646 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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