PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: PALMER FAMILY FOUNDATION INC (EIN 76-0476424)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-15
IRS object ID: 201911359349102066
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-15T11:49:39-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	822843677	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LULLOFF LEBEN & TAYLOR LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 N MAYFAIR RD STE 203	AddressLine1Txt
City	WAUWATOSA	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53222	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	760476424	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PALMER FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PALM	BusinessNameControlTxt
Phone	2623777976	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1952 MAPLE RD	AddressLine1Txt
City	GRAFTON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53024	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEAN GALVIN	PersonNm
Person Title	PRES/TREAS	PersonTitleTxt
Phone	2623777976	PhoneNum
Signature	2019-05-08	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRIAN LEBEN	PreparerPersonNm
PTIN	P01569649	PTIN
Phone	4147770700	PhoneNum
Preparation	2019-05-10	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	104.231.236.117	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-15	IPDt
IP Tm	11:49:39	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	AF9E25F9F3492DB4AE0C5C11F7DFF2E6EC0FA84C	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B2C85C3AFCDF2C1DB948C737DC7264577DF5F9C2	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$708,474	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$22,750	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$22,750	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,633	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$149,588	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,633	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$28,383	TotalRevAndExpnssAmt
Total Net Invst Incm	$28,383	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$550	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$275	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$275	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$3,360	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$3,360	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$546	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$546	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$4,456	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,181	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$275	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$60,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$60,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$64,456	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,181	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$60,275	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$36,073	ExcessRevenueOverExpensesAmt
Net Investment Income	$24,202	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$11,294	CashBOYAmt
Cash EOY	$13,093	CashEOYAmt
Cash EOYFMV	$13,093	CashEOYFMVAmt
US Government Obligations BOY	$122,769	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$89,473	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$87,261	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$262,496	CorporateStockBOYAmt
Corporate Stock EOY	$232,500	CorporateStockEOYAmt
Corporate Stock EOYFMV	$357,007	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$144,466	CorporateBondsBOYAmt
Corporate Bonds EOY	$168,073	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$165,586	CorporateBondsEOYFMVAmt
Other Investments BOY	$90,169	OtherInvestmentsBOYAmt
Other Investments EOY	$91,982	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$85,527	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$631,194	TotalAssetsBOYAmt
Total Assets EOY	$595,121	TotalAssetsEOYAmt
Total Assets EOYFMV	$708,474	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$631,194	CapitalStockBOYAmt
Capital Stock EOY	$595,121	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$631,194	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$595,121	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$631,194	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$595,121	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$631,194	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$36,073	ExcessRevenueOverExpensesAmt
Subtotal	$595,121	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$595,121	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
5000SH FORT WAYNE IN 5.24% PART CALL	P	2013-09-04	2018-12-01	$5,000	$5,184	-$184	-$184
25000 SH S MILWAUKEE 5.625%	P	2014-07-09	2018-10-01	$25,000	$27,640	-$2,640	-$2,640
20000 SH ASSOCIATED BANK 4.25% 25	P	2017-07-05	2018-06-05	$20,065	$20,911	-$846	-$846
100 SH BOTTTOMLINE TECHNOLOGIES	P	2015-04-17	2018-10-02	$7,263	$2,755	$4,508	$4,508
200 SH CA INC	P	2014-07-10	2018-07-16	$8,784	$4,569	$4,215	$4,215
25 SH PERRIGO CO PLC	P	2015-10-20	2018-11-28	$1,511	$4,122	-$2,611	-$2,611
100 SH TREEHOUSE FOODS INC	P	2015-06-04	2018-11-28	$5,296	$5,697	-$401	-$401
750 SH WELLS FGO BK 8%PFD	P	2017-04-04	2018-09-17	$18,750	$19,665	-$915	-$915
178.659 SH HARBOR INTL	P	2015-12-31	2018-10-02	$11,420	$9,872	$1,548	$1,548
350 SH ISHARES CORE MSCI EMERGING	P	2016-04-20	2018-10-03	$18,114	$15,025	$3,089	$3,089
500 SH CUSTOMERS BANC 6.375%PFD	P	2016-10-11	2018-07-31	$12,500	$13,290	-$790	-$790
600 SH NAVIENT CORP 6.398% PFD	P	2017-03-22	2018-01-16	$15,000	$15,225	-$225	-$225

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,633	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$1,071	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$66,849	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$747,882	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.089384	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$59,847	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$741,706	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.080688	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$54,275	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$769,445	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.070538	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$60,355	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$811,113	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.074410	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$60,200	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$791,395	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.076068	DistributionYr5Rt
Total Distribution	0.391088	TotalDistributionRt
Average Distribution	0.078218	AverageDistributionRt
Net Vl Noncharitable Assets	$727,776	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$56,925	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$242	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$57,167	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$60,275	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	$242	InvestmentIncomeExciseTaxAmt
Subtotal	$242	SubtotalAmt
Tax Based On Investment Income	$242	TaxBasedOnInvestmentIncomeAmt
Tax Due	$242	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	WI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JEAN GALVIN	IndividualWithBooksNm
Phone	2623777976	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1952 MAPLE RD	AddressLine1Txt
City	GRAFTON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53024	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
JEAN GALVIN
1952 MAPLE RD	GRAFTON	WI	53024	PRES/TREAS	000.00	$0	$0	$0
JAMES PALMER
1270 E SHERIDAN BRIDGE LN	OLATHE	KS	66062	DIRECTOR	000.00	$0	$0	$0
MICHAEL GALVIN
1952 MAPLE RD	GRAFTON	WI	53024	VP/SEC	000.00	$0	$0	$0
JENNIFER CLEMENT
101 W ZEDLER LN	MEQUON	WI	53092	DIRECTOR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$726,666	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,193	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$738,859	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$738,859	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$11,083	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$727,776	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$36,389	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$36,389	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$242	TaxBasedOnInvestmentIncomeAmt
Total Tax	$242	TotalTaxAmt
Distributable Before Adj	$36,147	DistributableBeforeAdjAmt
Distributable Before Ded	$36,147	DistributableBeforeDedAmt
Distributable As Adjusted	$36,147	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$60,275	ExpensesAndContributionsAmt
Qualifying Distributions	$60,275	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$242	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$60,033	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$36,147	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$21,589	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$21,502	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$16,458	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$23,618	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$30,307	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$113,474	TotalExcessDistributionCyovAmt
Qualifying Distributions	$60,275	QualifyingDistributionsAmt
Applied To Current Year	$36,147	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$24,128	RemainingDistriFromCorpusAmt
Total Corpus	$137,602	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$21,589	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$116,013	ExcessDistriCyovToNextYrAmt
Excess From Year4	$21,502	ExcessFromYear4Amt
Excess From Year3	$16,458	ExcessFromYear3Amt
Excess From Year2	$23,618	ExcessFromYear2Amt
Excess From Year1	$30,307	ExcessFromYear1Amt
Excess From Current Year	$24,128	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line2RecipientUSAddress/AddressLine2Txt
ADVOCATES OF OZAUKEE COUNTY
PO BOX 80166	SAUKVILLE	WI	53080	NON PROFIT	CLIENT ASSISTANCE AND SHELTER FOOD	$2,000
ALZHEIMERS ASSOCIATION
620 S 76TH ST STE 160	MILWAUKEE	WI	53214	NON PROFIT	OPERATION STRONGER TOGETHER	$2,000
AMERICAN DIABETES ASSOCIATION
6900 COLLEGE BLVD STE 250	OVERLAND PARK	KS	66211	NON PROFIT	CAMP PLANET D	$1,000
CARE NET PREGNANCY CENTER
2917 N OAKLAND AVE	MILWAUKEE	WI	53211	NON PROFIT	GENERAL SUPPORT	$2,000	OF MILWAUKEE
CATHOLIC CHARITIES OF NORTHEAST
9720 W 87TH ST	OVERLAND PARK	KS	66212	NON-PROFIT	EMERGENCY ASSIST CENTER & FOOD PANTR	$1,500	KANSAS
CATHOLIC EDUCATION FOUNDATION
12615 PARALLEL PARKWAY	KANSAS CITY	KS	66109	NON PROFIT	GENERAL SUPPORT	$1,000	ARCHDIOCESE OF KANSAS CITY
COOKIE CART
2655 LYDIARD AVE	EXCELSIOR	MN	55331	NON PROFIT	GENERAL SUPPORT	$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DR	COLORADO SPRINGS	CO	80920	NON PROFIT	GENERAL SUPPORT	$1,000
FOUNDATION FOR GROSSMONT &
8800 GROSSMONT COLLEGE DR	EL CAJON	CA	920201799	NON-PROFIT	GUARDIAN SCHOLARS FOSTER YOUTH PROGR	$3,000	CUYAMACA COLLEGES
HOPE NETWORK
PO BOX 531	MENOMONEE FALLS	WI	53052	NON PROFIT	GENERAL SUPPORT	$1,000
HOT LUNCH SERVICES
645 NEBRASKA AVE	KANSAS CITY	KS	66101	NON-PROFIT	GENERAL SUPPORT	$1,500
KANSAN'S FOR LIFE
PO BOX 4448	OVERLAND PARK	KS	66204	NON PROFIT	GENERAL SUPPORT	$1,000
KANSAS CITY RESCUE MISSION
1520 CHERRY ST	KANSAS CITY	MO	64108	NON PROFIT	GENERAL SUPPORT	$1,500
KINDNESS CONNECTION
8445 W 113TH ST	OVERLAND PARK	KS	66210	NON PROFIT	GENERAL SUPPORT	$5,000
KOHLER ART CENTER
608 NEW YORK AVE	SHEBOYGAN	WI	53081	NON PROFIT	YOUTH PROGRAMS	$2,000
LA CAUSA INC
PO BOX 04188	MILWAUKEE	WI	532040188	NON PROFIT	CRISIS NURSERY AND RESPITE CENTER	$3,000
LEUKEMIA & LYMPHOMA SOCIETY
6811 SHAWNEE MISSION PKWY	SHAWNEE MISSION	KS	66202	NON-PROFIT	GENERAL SUPPORT	$2,000		SUITE 202
MILWAUKEE ART MUSEUM
700 N ART MUSEUM DR	MILWAUKEE	WI	53202	NON PROFIT	YOUTH PROGRAMS	$2,000
MILWAUKEE RESCUE MISSION
830 NORTH 19TH ST	MILWAUKEE	WI	53233	NON PROFIT	SAFE HARBOR & JOY HOUSE	$4,000
NELSON GALLERY FOUNDATION
4525 OAK ST	KANSAS CITY	MO	64111	NON-PROFIT	EDUCATION SUPPORT FOR YOUTH	$3,000
PROJECT LEMONADE
PO BOX 96144	PORTLAND	OR	97296	NON-PROFIT	GENERAL SUPPORT	$3,000
SALVATION ARMY
11315 W WATERTOWN PLANK R	WAUWATOSA	WI	53226	NON PROFIT	GENERAL SUPPORT	$1,000
SAMARITAN'S PURSE
PO BOX 3000	BOONE	NC	28607	NON PROFIT	HURRICANE FLORENCE RELIEF	$5,000
SLEEPYHEADS BEDS
4741 CENTRAL 244	KANSAS CITY	MO	64112	NON PROFIT	GENERAL SUPPORT	$1,500
SPENCER C DUNCAN MAKE IT COUNT FOUN
119 N PARKER 175	OLATHE	KS	66061	NON PROFIT	GENERAL SUPPORT	$1,000
WHATSOEVER CIRCLE COMMUNITY HOUSE
1201 EWING AVE	KANSAS CITY	MO	64126	NON PROFIT	GENERAL SUPPORT	$3,000
WILL-WALK INTO LIFE AND LEARN FOUND
PO BOX 1083	BENICIA	CA	94510	NON PROFIT	GENERAL SUPPORT	$3,000
WORLD VISION
MAIL STOP 110 PO BOX 9716	FEDERAL WAY	WA	980639716	NON PROFIT	FOOD /MEDICAL /CHILD PROTECTION	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$60,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$22,750	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,633	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$28,383	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$28,383	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$550	Amt
Net Investment Income	$275	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$275	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CHARLES SCHWAB CORP BONDS	BondNm
EOY Book Value	$168,073	EOYBookValueAmt
EOYFMV	$165,586	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CHARLES SCHWAB STOCK	StockNm
EOY Book Value	$232,500	EOYBookValueAmt
EOYFMV	$357,007	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
State Local Sec Book Vl EOY	$89,473	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$87,261	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CHARLES SCHWAB MUTUAL FUNDS	AT COST	$39,940	$35,927
CHARLES SCHWAB OTHER INVESTMENTS	AT COST	$52,042	$49,600
CHARLES SCHWAB ETF	AT COST

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES AND CHARGES	CategoryTxt
Amt	$3,360	Amt
Net Investment Income	$3,360	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES	$120	$120
FEDERAL INCOME TAX	$426	$426

PALMER FAMILY FOUNDATION INC: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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