THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-17
- IRS object ID
- 201812299349100511
- Schema version
- 2017v2.3
- 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 | 2018-08-17T14:32:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-07-12 | 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 | 2018-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,536,822 | 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 | $199,301 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,704 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,507 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,507 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $298,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,170 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,829 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,259 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,082 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,356 | CashBOYAmt |
| Cash EOY | $18,791 | CashEOYAmt |
| Cash EOYFMV | $18,791 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $156,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,445 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,652,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,765,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,401,586 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,830,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,900,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,536,822 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,719 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,706 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,706 | 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 | $2,820,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,890,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,820,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,890,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,830,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,900,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,820,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,969 | OtherIncreasesAmt |
| Subtotal | $2,955,277 | SubtotalAmt |
| Other Decreases | $64,580 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,890,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2677 | P | 2017-12-31 | $50 | $50 | $0 | $0 |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2677 | P | 2017-12-31 | $53,868 | $53,650 | $218 | $218 |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 | P | 2017-12-31 | $4,167 | $4,050 | $117 | $117 |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 | P | 2017-12-31 | $34,500 | $34,297 | $203 | $203 |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 4605 | P | 2017-12-31 | $525 | $529 | -$4 | -$4 |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 4605 | P | 2017-12-31 | $18,755 | $14,443 | $4,312 | $4,312 |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 4606 | P | 2017-12-31 | $3,554 | $3,250 | $304 | $304 |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 4606 | P | 2017-12-31 | $17,078 | $13,887 | $3,191 | $3,191 |
| SECTION 1256 CONTRACTS- MORGAN STANLEY - 4606 | P | 2017-12-31 | $10,113 | -$10,113 | -$10,113 | |
| SECTION 1256 CONTRACTS- MORGAN STANLEY - 4606 | P | 2017-12-31 | $15,170 | -$15,170 | -$15,170 | |
| SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 6117 | P | 2017-12-31 | $191,016 | $147,997 | $43,019 | $43,019 |
| SECTION 1256 CONTRACTS- MORGAN STANLEY - 6117 | P | 2017-12-31 | $7,810 | -$7,810 | -$7,810 | |
| SECTION 1256 CONTRACTS- MORGAN STANLEY - 6117 | P | 2017-12-31 | $11,716 | -$11,716 | -$11,716 | |
| CAPITAL GAINS DIVIDENDS | P | $7,153 | $7,153 | $7,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,704 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,904,143 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033624 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,806,283 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017363 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $126,551 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,420,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,019 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,931,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011916 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $712,687 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041407 | DistributionYr5Rt |
| Total Distribution | 0.156586 | TotalDistributionRt |
| Average Distribution | 0.031317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,237,454 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,387 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $691 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,078 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,425 | 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 | $691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,748 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,748 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,057 | OverpaymentAmt |
| Applied To ES Tax | $2,057 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 | $3,129,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,286,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,286,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,237,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $691 | TotalTaxAmt |
| Distributable Before Adj | $161,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $691 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $132,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,916 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,916 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,509 | 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 | $86,673 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE2RWANDA | |||||||
| 1818 N TAYLOR ST STE B PMB 322 | LITTLE ROCK | AR | 72207 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CAW INNER-CITY FOOTBALL | |||||||
| PO BOX 20399 | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $500 |
| COMMUNITY CARING AND SHARING INC | |||||||
| 2830 S HOLT RD | INDIANAPOLIS | IN | 46241 | NONE | PC | GENERAL SUPPORT | $300 |
| 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 | $350 |
| EDGE MENTORING | |||||||
| 1075 BROAD RIPPLE AVE STE 207 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EMPART USA | |||||||
| 15455 GLENEAGLE DR STE 100 | COLORADO SPRINGS | CO | 80921 | NONE | PC | GENERAL SUPPORT | $32,000 |
| FORGOTTEN VOICES | |||||||
| PO BOX 1368 | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HEART CHANGE MINISTRY | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $15,000 |
| HOPE SPORTS | |||||||
| PO BOX 120564 | CHULA VISTA | CA | 91912 | NONE | PC | GENERAL SUPPORT | $12,000 |
| I LIKE GIVING | |||||||
| 5550 TECH CENTER DR STE 305 | COLORADO SPRINGS | CO | 80919 | NONE | PC | GENERAL SUPPORT | $2,000 |
| INDIANAPOLIS JR TENNIS | |||||||
| 8391 N ILLINOIS ST | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL SUPPORT | $500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | NONE | PC | GENERAL SUPPORT | $6,000 |
| KEEP INDIANAPOLIS BEAUTIFUL | |||||||
| 1029 FLETCHER AVE 100 | INDIANAPOLIS | IN | 46203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEADING WITH A LIMP | |||||||
| 1004 HOLLY TREE GAR RD | BRENTWOOD | TN | 37027 | NONE | PC | GENERAL SUPPORT | $1,500 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING R | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PURDUE FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PURDUE FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | NONE | PC | GENERAL SUPPORT | $6,000 |
| PURPOSEFUL DESIGN | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PURPOSEFUL DESIGN | |||||||
| 4201 E 16ST ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SHEPHERD COMMUNITY CENTER | |||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $6,000 |
| UNITE INDY | |||||||
| 212 W 10TH ST STE C-445 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $1,500 |
| YMCA OF GREATER INDIANAPOLIS | |||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $1,000 |
| YMCA OF GREATER INDIANAPOLIS | |||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $275 |
| YOUNG LIFE HERITAGE | |||||||
| 1010 N CAPITOL AVE STE A100 | INDIANAPOLIS | IN | 462041007 | NONE | PC | GENERAL SUPPORT | $4,000 |
| YOUNG LIFE RACEWAY REGION | |||||||
| 1010 N CAPITOL AVE STE A100 | INDIANAPOLIS | IN | 462041007 | NONE | PC | GENERAL SUPPORT | $2,000 |
| YOUNG LIFE RACEWAY REGION | |||||||
| 1010 N CAPITOL AVE STE A100 | INDIANAPOLIS | IN | 462041007 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,425 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,946 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,704 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,170 | 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 | $199,301 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK DONATION WITH COST OF $134,722 AND FAIR MARKET VALUE OF $199,301 | NoncashPropertyDesc |
| Fair Market Value | $199,301 | FairMarketValueAmt |
| Received | 2017-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,200 | 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. | $2,690 | $5,320 |
| AMEREN CORP | $2,100 | $3,952 |
| AMGEN INC (AMGN) | $5,217 | $5,739 |
| ANHEUSER BUSCH INBEV SA SPON (BUD) | $3,501 | $3,681 |
| AQR MANAGED FUTURES FUND | $25,333 | $23,906 |
| AQR STYLE PREMIA ALTERNATIVE I (QSPIX) | $100 | $100 |
| AQR STYLE PREMIA ALTERNATIVE I (QSPIX) | $100 | $100 |
| ARTISAN INTERNATIONAL ADV | $51,000 | $59,984 |
| AT&T | $3,074 | $3,421 |
| BANK OF AMERICA | $4,073 | $4,559 |
| BLACKROCK STRATEGIC INC | $46,873 | $46,561 |
| BOEING CO | $2,465 | $5,603 |
| CAUSEWAY INTERNATIONAL VALUE | $23,588 | $30,071 |
| CAUSEWAY INTERNATIONAL VALUE | $52,392 | $68,126 |
| CHEVRON CORP | $3,123 | $4,131 |
| CISCO SYS INC | $4,680 | $6,511 |
| COCA COLA | $2,905 | $3,166 |
| DAIMLER AG ORD NPV REGD | $1 | $229,340 |
| DODGE & COX INCOME | $103,247 | $102,202 |
| DODGE & COX STOCK | $16,626 | $34,361 |
| DOMINION ENERGY INC (D) | $2,941 | $3,486 |
| DOUBLELINE LOW DURATION BD I | $46,028 | $46,229 |
| DOUBLELINE TOTAL RETURN | $30,739 | $29,814 |
| DUKE ENERGY CORP. | $2,784 | $3,617 |
| EATON CORP | $2,445 | $2,765 |
| EDISON INTERNATIONAL | $2,253 | $3,099 |
| FIDELITY 500 INDEX PREMIUM CLASS | $20,131 | $42,034 |
| FIDELITY 500 INDEX PREMIUM CLASS | $60,590 | $105,928 |
| FMI LARGE CAP FUND | $22,187 | $27,844 |
| GENERAL ELECTRIC | $2,574 | $1,675 |
| GOLDMAN SACHS GROUP | $3,645 | $4,021 |
| GUGGENHEIM FLOATIG RE STRAT | $20,667 | $20,107 |
| GUGGENHEIM FLOATIG RE STRAT | $40,812 | $41,214 |
| INTL BUSINESS MACHINES CORP | $3,729 | $3,529 |
| INVESCO CONSERVATIVE INC INST (ICIFX) | $8,541 | $8,532 |
| ISHARES JP MORGAN EM BOND ETF (EMB) | $16,767 | $17,067 |
| ISHARES MORTGAGE RE EST CP ETF | $3,287 | $3,390 |
| ISHARES SELECT DIVIDEND ETF | $9,990 | $13,207 |
| JOHNSON & JOHNSON | $988 | $1,956 |
| JP MORGAN ALERIAN MLP INDEX | $66,787 | $42,221 |
| JP MORGAN ALERIAN MLP INDEX | $49,945 | $27,964 |
| JP MORGAN CHASE & CO. | $2,564 | $5,240 |
| JP MORGAN INFLATION MANAGED BOND SELECT | $10,634 | $10,593 |
| KRAFT HEINZ CO (KHC) | $2,618 | $3,732 |
| L BRANDS INC COM (LB) | $4,845 | $5,239 |
| LAMAR ADVERTISING | $1,278 | $1,856 |
| LOCKHEED MARTIN CORP | $1,474 | $5,458 |
| LORD ABBETT SHT DURATION INC | $89,400 | $84,778 |
| LORD ABBETT SHT DURATION INC | $269,900 | $264,710 |
| LYONDELLBASELL NV | $2,079 | $3,530 |
| MATTHEW ASIAN GROWTH AND INCOME | $22,900 | $21,861 |
| MERCK & CO | $3,023 | $3,095 |
| METLIFE | $3,993 | $4,074 |
| MICROSOFT CORP | $1,867 | $5,218 |
| NEXTERA ENERGY INC. | $3,597 | $6,872 |
| NUANCE CONCENTRATED VALUE FUND INSTL | $27,000 | $29,581 |
| NUVEEN SYM FLOATING RT | $21,405 | $20,123 |
| NUVEEN SYM FLOATING RT | $42,334 | $42,004 |
| OAKMARK SELECT | $26,000 | $29,987 |
| OCCIDENTAL PETROLEUM | $2,460 | $2,652 |
| PEPSICO | $3,352 | $4,077 |
| PFIZER INC. | $4,201 | $5,614 |
| PG&E | $2,297 | $2,466 |
| PHILIP MORRIS INTL. | $4,204 | $5,177 |
| PIMCO MORTGAGE OPPORTUNITIES | $29,920 | $29,798 |
| PIMCO MORTGAGE OPPORTUNITIES | $42,296 | $42,184 |
| POWERSHARES QQQ TR (QQQ) | $47,908 | $77,880 |
| POWERSHARES S&P 500 | $5,344 | $6,959 |
| POWERSHARES S&P 500 HIGH DIV L (SPHD) | $166,054 | $165,859 |
| PRINCIPAL PREFERRED SEC A | $22,507 | $22,901 |
| PRINCIPAL PREFERRED SEC A | $83,386 | $85,175 |
| PRUDENTIAL FINANCIAL | $2,028 | $2,760 |
| PUTNAM SHORT DURRATION | $30,815 | $30,858 |
| QUALCOM | $3,222 | $3,841 |
| ROYAL DUTCH SHELL PLC | $3,887 | $4,003 |
| SCHWAB FUNDEMENTAL US LARGE | $60,400 | $70,952 |
| SEMPRA ENERGY | $3,780 | $5,239 |
| SPDR S&P MIDCAP 400 ETF TRUST | $51,126 | $69,082 |
| SPDR S&P MIDCAP 400 ETF TRUST | $50,114 | $69,082 |
| SPDR S&P 500 ETF TRUST (SPY) | $357,492 | $458,999 |
| SPDR S&P 500 ETF TRUST (SPY) | $348,720 | $468,339 |
| TOTAL S A SPON ADR | $3,559 | $3,372 |
| UBS AG JERSEY | $14,513 | $8,974 |
| US BANCORP | $3,902 | $4,042 |
| UTILITIES SEL SECT SPDR FUND | $8,888 | $11,800 |
| VANGUARD SH TM BD INDEX | $35,313 | $34,841 |
| VANGUARD SHRT TERM BND | $11,072 | $10,916 |
| VERIZON COMMUNICATIONS | $2,412 | $2,858 |
| VICTORY GLOBAL NATURAL RESOURCES | $23,000 | $19,020 |
| WALMART STORES | $3,034 | $4,740 |
| WELLS FARGO & CO. | $4,832 | $6,249 |
| WILLIAM BLAIR MACRO ALLOCATION FUND | $21,300 | $22,393 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $64,580 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $27,259 | $27,259 | $0 |
| MISCELLANEOUS EXPENSE | $225 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS RECEIPTS | Desc |
| Revenue And Expenses Per Books | $5,507 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,507 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE BASIS ADJUSTMENT | $2,685 |
| NON-DIVIDEND DISTRIBUTION | $284 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CALL STANDARD & POORS | $5,731 | $5,352 |
| CALL STANDARD & POORS | $3,988 | $4,354 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,829 | Amt |
| Net Investment Income | $2,829 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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