2019-10-16T15:27:54-05:00 2018-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2018-01-01 356691822 THE PALMER FAMILY FOUNDATION PALM 3175740621 33 TWINSHORE COURT CARMEL IN 46033 DONALD PALMER OFFICER 3175740621 2019-09-05 1 CASSE TATE P01271193 3175802000 2019-09-05 64.132.79.19 2019-09-05 08:55:42 ED P 858F6FA1C6E8F60A907C135EA01D58F29C794AFF AE97FA5FFD574BDFBA8899C0E6AF8CD655A1EA55 2018 2020-01-14 16:20:31Z X 3905795 X 800000 90 90 95051 95051 144040 1024485 144040 4777 4777 1043958 243958 0 0 0 3475 0 0 3646 3646 0 29503 29503 0 36624 33149 0 150325 150325 186949 33149 150325 857009 210809 18791 804435 804435 116445 136717 136717 2765167 2819691 2964643 2900403 3760843 3905795 9706 12297 9706 12297 X 0 0 0 0 2890697 3748546 2890697 3748546 2900403 3760843 2890697 857009 840 3748546 0 3748546 PUBLICLY TRADED SECURITIES P 1012655 880445 132210 132210 CAPITAL GAINS DIVIDENDS P 11830 11830 11830 144040 0 132734 3237454 0.041000 97650 2904143 0.033624 48725 2806283 0.017363 126551 2420847 0.052276 23019 1931694 0.011916 0.156179 0.031236 3433548 107250 2108 109358 150325 X 2108 0 2108 0 2108 2057 5000 0 7057 0 4949 4949 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 3312189 173647 0 3485836 0 0 3485836 52288 3433548 171677 171677 2108 2108 169569 0 169569 0 169569 150325 0 150325 2108 148217 169569 86673 0 0 150325 86673 0 0 63652 0 0 0 0 0 0 0 0 105917 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. ATLANTA YOUTH ACADEMY 2120 FORREST PARK RD ATLANTA GA 30315 NONE SO I GENERAL SUPPORT 1000 BRIDGE2RWANDA 1818 N TAYLOR ST STE B PMB 322 LITTLE ROCK AR 72207 NONE PC GENERAL SUPPORT 1500 BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 2500 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 11500 CRY OF INDIA 13300 OLIO RD SET 306 FISHERS IN 46208 NONE PC GENERAL SUPPORT 1000 EDIFY 8825 AERO DRIVE STE 220 SAN DIEGO CA 92123 NONE PC GENERAL SUPPORT 7500 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 37000 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 2500 HEART CHANGE MINISTRY 4201 E 16ST ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 13000 HOPE SPORTS PO BOX 120564 CHULA VISTA CA 91912 NONE PC GENERAL SUPPORT 9000 KIPP INDY 1740 E 30TH ST INDIANAPOLIS IN 46218 NONE PC GENERAL SUPPORT 5000 MARIAN UNIVERSITY 3200 COLD SPRING R INDIANAPOLIS IN 46222 NONE PC GENERAL SUPPORT 2500 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 5000 PURPOSEFUL DESIGN 4201 E 16ST ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 7000 SAGAMORE INSTITUTE 2902 N MERIDIAN ST INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 1000 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 1250 SHEPHERD COMMUNITY CENTER 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 6750 ST VINCENT HOSPITAL FOUNDATION 8402 HARCOURT ROAD SUITE 210 INDIANAPOLIS IN 46260 NONE PC GENERAL SUPPORT 1000 THE ADVANCEMENT CENTER 8550 WOODFIELD CROSSING BLVD INDIANAPOLIS IN 46240 NONE PC GENERAL SUPPORT 7500 THE MIND TRUST 1630 N MERIDIAN ST STE 450 INDIANAPOLIS IN 46202 NONE PC GENERAL SUPPORT 5000 UNITE INDY 212 W 10TH ST STE C-445 INDIANAPOLIS IN 46202 NONE PC GENERAL SUPPORT 1500 YOUNG LIFE 1010 N CAPITOL AVE STE A100 INDIANAPOLIS IN 462041007 NONE PC GENERAL SUPPORT 9000 150325 0 14 90 14 95051 14 4777 18 144040 0 243958 0 243958 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD AND CAROLYN PALMER 33 TWINSHORE COURT CARMEL IN 46033 800000 X TAX PREPARATION FEES 3475 0 0 ABBVIE INC. 2691 5069 AMEREN CORP 2100 4370 AMGEN INC (AMGN) 5217 6424 ANHEUSER BUSCH INBEV SA SPON (BUD) 4681 3093 AQR STYLE PREMIA ALTERNATIVE I (QSPIX) 101 88 AQR STYLE PREMIA ALTERNATIVE I (QSPIX) 101 88 ARTISAN INTERNATIONAL ADV 48511 46380 AT&T 7868 6821 BANK OF AMERICA 4073 4058 BLACKROCK STRATEGIC INC 37913 36381 CAUSEWAY INTERNATIONAL VALUE 23588 23629 CAUSEWAY INTERNATIONAL VALUE 40033 40904 CHEVRON CORP 3123 3590 CISCO SYS INC 4680 7366 COCA COLA 2905 3267 DAIMLER AG ORD NPV REGD 1 143112 DODGE & COX INCOME 75632 72183 DOMINION ENERGY INC (D) 3622 3716 DOUBLELINE LOW DURATION BD I 61959 61374 DOUBLELINE TOTAL RETURN 31853 30352 DUKE ENERGY CORP. 2784 3711 EATON CORP 3407 3227 FIDELITY 500 INDEX PREMIUM CLASS 20131 39178 FMI LARGE CAP FUND 22187 22307 GOLDMAN SACHS GROUP 3883 3308 GUGGENHEIM FLOATIG RE STRAT 34997 33853 INTL BUSINESS MACHINES CORP 3729 2614 INVESCO CONSERVATIVE INC INST (ICIFX) 8722 8696 ISHARES JP MORGAN EM BOND ETF (EMB) 9642 8832 ISHARES MORTGAGE RE EST CP ETF 3237 2996 ISHARES SELECT DIVIDEND ETF 9990 11968 JOHNSON & JOHNSON 988 1807 JP MORGAN ALERIAN MLP INDEX 66787 34306 JP MORGAN ALERIAN MLP INDEX 49945 22722 JP MORGAN CHASE & CO. 2564 4783 JP MORGAN INFLATION MANAGED BOND SELECT 9418 9062 KRAFT HEINZ CO (KHC) 3817 2970 L BRANDS INC COM (LB) 6173 2875 LAMAR ADVERTISING 1278 1730 LOCKHEED MARTIN CORP 1474 4451 LORD ABBETT SHT DURATION INC 72481 67310 LORD ABBETT SHT DURATION INC 247554 236329 LYONDELLBASELL NV 2079 2661 MERCK & CO 3023 4203 METLIFE 3993 3433 MICROSOFT CORP 1003 3657 NEXTERA ENERGY INC. 3597 7648 NUVEEN SYM FLOATING RT 35101 33546 OCCIDENTAL PETROLEUM 3761 3315 PEPSICO 3352 3756 PFIZER INC. 4201 6766 PHILIP MORRIS INTL. 4841 3672 PIMCO MORTGAGE OPPORTUNITIES 34372 33384 PIMCO MORTGAGE OPPORTUNITIES 30418 29481 PRINCIPAL PREFERRED SEC A 23809 21942 PRINCIPAL PREFERRED SEC A 72179 66846 PRUDENTIAL FINANCIAL 2028 1957 PUTNAM SHORT DURRATION 7440 7418 ROYAL DUTCH SHELL PLC 3887 3496 SEMPRA ENERGY 4526 6059 SPDR S&P MIDCAP 400 ETF TRUST 50114 60534 SPDR S&P 500 ETF TRUST (SPY) 306119 367132 SPDR S&P 500 ETF TRUST (SPY) 293442 374880 TOTAL S A SPON ADR 3559 3183 US BANCORP 4157 3576 UTILITIES SEL SECT SPDR FUND 8888 11854 VANGUARD SH TM BD INDEX 25504 24995 VERIZON COMMUNICATIONS 2412 3036 WALMART STORES 3034 4471 ARTISAN DEVELOPING WORLD FD ADVISOR 27300 22316 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 26200 25144 DFA EMERGING MRKTS CORE EQU PORTF 27300 21842 DFA US TARGETED VALUE PRTF INSTL 30500 24231 DFA US LARGE CAP VALUE PRTF INSTL 50800 41387 GMO RESOURCES SERIES FUND CL PS 18200 15840 TORTOISE MLP & PIPELINE FD INSTL 26200 23319 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 188600 170132 PIMCO LOW DURATION INSTITUTIONAL 9300 9205 ISHARES EDGE MSCI USA MOMENTUM 20298 18242 SPDR INDEX SHS FDS S&P GLOBAL NAT RES 8286 7011 VANGUARD SHORT TERM BND 12633 12414 ISHARES JPM EM LOC MKTS C ETF 7828 7841 E V SHT DURTAION GOVT INC 39345 39248 BLACKROCK INC 2016 1964 CVS HEALTH CORP COM 5668 5504 KINDER MORGAN INCORP 2416 2184 TRANSCANADA CORP 3485 3177 VALERO ENERGY CP DELA NEW 2341 1874 INVESCO S&P 500 HIGH DIV LOW 5344 6265 INVESCO S&P 500 HIGH DIV LOW 169914 152800 ISHARES CORE S&P US GROWTH 123245 111197 ISHARES CORE S&P US GROWTH 125793 113305 BROKERAGE FEES 29503 29503 0 INVESTMENTS RECEIPTS 4777 4777 4777 TIMING DIFFERENCE BASIS ADJUSTMENT 235 NON-DIVIDEND DISTRIBUTION 605 CALL STANDARD & POORS 5352 5340 CALL STANDARD & POORS 4354 6957 FOREIGN TAXES 3646 3646 0