2018-08-17T14:32:56-05:00 2017-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2017-01-01 356691822 THE PALMER FAMILY FOUNDATION PALM 3175740621 33 TWINSHORE COURT CARMEL IN 46033 DONALD PALMER OFFICER 3175740621 2018-07-12 1 CASSE TATE P01271193 3175802000 2018-06-29 2017 2022-09-23 18:48:47Z X 3536822 X 199301 13 13 79946 79946 13704 330666 13704 5507 5507 298471 99170 0 0 0 3200 0 0 2829 2829 0 27484 27259 0 33513 30088 0 133425 133425 166938 30088 133425 131533 69082 21356 18791 18791 156401 116445 116445 2652737 2765167 3401586 2830494 2900403 3536822 9719 9706 9719 9706 X 0 0 0 0 2820775 2890697 2820775 2890697 2830494 2900403 2820775 131533 2969 2955277 64580 2890697 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 53868 53650 218 218 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 P 2017-12-31 4167 4050 117 117 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 P 2017-12-31 34500 34297 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 18755 14443 4312 4312 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 4606 P 2017-12-31 3554 3250 304 304 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 4606 P 2017-12-31 17078 13887 3191 3191 SECTION 1256 CONTRACTS- MORGAN STANLEY - 4606 P 2017-12-31 10113 -10113 -10113 SECTION 1256 CONTRACTS- MORGAN STANLEY - 4606 P 2017-12-31 15170 -15170 -15170 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY - 6117 P 2017-12-31 191016 147997 43019 43019 SECTION 1256 CONTRACTS- MORGAN STANLEY - 6117 P 2017-12-31 7810 -7810 -7810 SECTION 1256 CONTRACTS- MORGAN STANLEY - 6117 P 2017-12-31 11716 -11716 -11716 CAPITAL GAINS DIVIDENDS P 7153 7153 7153 13704 0 97650 2904143 0.033624 48725 2806283 0.017363 126551 2420847 0.052276 23019 1931694 0.011916 29510 712687 0.041407 0.156586 0.031317 3237454 101387 691 102078 133425 X 691 0 691 0 691 2748 0 0 2748 0 2057 2057 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 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 3129246 157509 0 3286755 0 0 3286755 49301 3237454 161873 161873 691 691 161182 0 161182 0 161182 133425 0 133425 691 132734 161182 58916 0 0 133425 58916 0 0 74509 0 0 0 0 0 0 0 0 86673 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. BRIDGE2RWANDA 1818 N TAYLOR ST STE B PMB 322 LITTLE ROCK AR 72207 NONE PC GENERAL SUPPORT 3000 BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 2000 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 5000 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 1000 EMPART USA 15455 GLENEAGLE DR STE 100 COLORADO SPRINGS CO 80921 NONE PC GENERAL SUPPORT 32000 FORGOTTEN VOICES PO BOX 1368 MECHANICSBURG PA 17055 NONE PC GENERAL SUPPORT 10000 HEART CHANGE MINISTRY 4201 E 16ST ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 15000 HOPE SPORTS PO BOX 120564 CHULA VISTA CA 91912 NONE PC GENERAL SUPPORT 12000 I LIKE GIVING 5550 TECH CENTER DR STE 305 COLORADO SPRINGS CO 80919 NONE PC GENERAL SUPPORT 2000 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 6000 KEEP INDIANAPOLIS BEAUTIFUL 1029 FLETCHER AVE 100 INDIANAPOLIS IN 46203 NONE PC GENERAL SUPPORT 1000 LEADING WITH A LIMP 1004 HOLLY TREE GAR RD BRENTWOOD TN 37027 NONE PC GENERAL SUPPORT 1500 MARIAN UNIVERSITY 3200 COLD SPRING R INDIANAPOLIS IN 46222 NONE PC GENERAL SUPPORT 2500 PURDUE FOUNDATION 403 W WOOD ST W LAFAYETTE IN 47907 NONE PC GENERAL SUPPORT 1000 PURDUE FOUNDATION 403 W WOOD ST W LAFAYETTE IN 47907 NONE PC GENERAL SUPPORT 6000 PURPOSEFUL DESIGN 4201 E 16ST ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 5000 PURPOSEFUL DESIGN 4201 E 16ST ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 10000 SHEPHERD COMMUNITY CENTER 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 6000 UNITE INDY 212 W 10TH ST STE C-445 INDIANAPOLIS IN 46202 NONE PC GENERAL SUPPORT 1500 YMCA OF GREATER INDIANAPOLIS 615 N ALABAMA ST INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 1000 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 4000 YOUNG LIFE RACEWAY REGION 1010 N CAPITOL AVE STE A100 INDIANAPOLIS IN 462041007 NONE PC GENERAL SUPPORT 2000 YOUNG LIFE RACEWAY REGION 1010 N CAPITOL AVE STE A100 INDIANAPOLIS IN 462041007 NONE PC GENERAL SUPPORT 2000 133425 0 14 13 14 79946 14 5507 18 13704 0 99170 0 99170 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD AND CAROLYN PALMER 33 TWINSHORE COURT CARMEL IN 46033 199301 X 1 STOCK DONATION WITH COST OF $134,722 AND FAIR MARKET VALUE OF $199,301 199301 2017-12-29 TAX PREPARATION FEES 3200 0 0 ABBVIE INC. 2690 5320 AMEREN CORP 2100 3952 AMGEN INC (AMGN) 5217 5739 ANHEUSER BUSCH INBEV SA SPON (BUD) 3501 3681 AQR MANAGED FUTURES FUND 25333 23906 AQR STYLE PREMIA ALTERNATIVE I (QSPIX) 100 100 AQR STYLE PREMIA ALTERNATIVE I (QSPIX) 100 100 ARTISAN INTERNATIONAL ADV 51000 59984 AT&T 3074 3421 BANK OF AMERICA 4073 4559 BLACKROCK STRATEGIC INC 46873 46561 BOEING CO 2465 5603 CAUSEWAY INTERNATIONAL VALUE 23588 30071 CAUSEWAY INTERNATIONAL VALUE 52392 68126 CHEVRON CORP 3123 4131 CISCO SYS INC 4680 6511 COCA COLA 2905 3166 DAIMLER AG ORD NPV REGD 1 229340 DODGE & COX INCOME 103247 102202 DODGE & COX STOCK 16626 34361 DOMINION ENERGY INC (D) 2941 3486 DOUBLELINE LOW DURATION BD I 46028 46229 DOUBLELINE TOTAL RETURN 30739 29814 DUKE ENERGY CORP. 2784 3617 EATON CORP 2445 2765 EDISON INTERNATIONAL 2253 3099 FIDELITY 500 INDEX PREMIUM CLASS 20131 42034 FIDELITY 500 INDEX PREMIUM CLASS 60590 105928 FMI LARGE CAP FUND 22187 27844 GENERAL ELECTRIC 2574 1675 GOLDMAN SACHS GROUP 3645 4021 GUGGENHEIM FLOATIG RE STRAT 20667 20107 GUGGENHEIM FLOATIG RE STRAT 40812 41214 INTL BUSINESS MACHINES CORP 3729 3529 INVESCO CONSERVATIVE INC INST (ICIFX) 8541 8532 ISHARES JP MORGAN EM BOND ETF (EMB) 16767 17067 ISHARES MORTGAGE RE EST CP ETF 3287 3390 ISHARES SELECT DIVIDEND ETF 9990 13207 JOHNSON & JOHNSON 988 1956 JP MORGAN ALERIAN MLP INDEX 66787 42221 JP MORGAN ALERIAN MLP INDEX 49945 27964 JP MORGAN CHASE & CO. 2564 5240 JP MORGAN INFLATION MANAGED BOND SELECT 10634 10593 KRAFT HEINZ CO (KHC) 2618 3732 L BRANDS INC COM (LB) 4845 5239 LAMAR ADVERTISING 1278 1856 LOCKHEED MARTIN CORP 1474 5458 LORD ABBETT SHT DURATION INC 89400 84778 LORD ABBETT SHT DURATION INC 269900 264710 LYONDELLBASELL NV 2079 3530 MATTHEW ASIAN GROWTH AND INCOME 22900 21861 MERCK & CO 3023 3095 METLIFE 3993 4074 MICROSOFT CORP 1867 5218 NEXTERA ENERGY INC. 3597 6872 NUANCE CONCENTRATED VALUE FUND INSTL 27000 29581 NUVEEN SYM FLOATING RT 21405 20123 NUVEEN SYM FLOATING RT 42334 42004 OAKMARK SELECT 26000 29987 OCCIDENTAL PETROLEUM 2460 2652 PEPSICO 3352 4077 PFIZER INC. 4201 5614 PG&E 2297 2466 PHILIP MORRIS INTL. 4204 5177 PIMCO MORTGAGE OPPORTUNITIES 29920 29798 PIMCO MORTGAGE OPPORTUNITIES 42296 42184 POWERSHARES QQQ TR (QQQ) 47908 77880 POWERSHARES S&P 500 5344 6959 POWERSHARES S&P 500 HIGH DIV L (SPHD) 166054 165859 PRINCIPAL PREFERRED SEC A 22507 22901 PRINCIPAL PREFERRED SEC A 83386 85175 PRUDENTIAL FINANCIAL 2028 2760 PUTNAM SHORT DURRATION 30815 30858 QUALCOM 3222 3841 ROYAL DUTCH SHELL PLC 3887 4003 SCHWAB FUNDEMENTAL US LARGE 60400 70952 SEMPRA ENERGY 3780 5239 SPDR S&P MIDCAP 400 ETF TRUST 51126 69082 SPDR S&P MIDCAP 400 ETF TRUST 50114 69082 SPDR S&P 500 ETF TRUST (SPY) 357492 458999 SPDR S&P 500 ETF TRUST (SPY) 348720 468339 TOTAL S A SPON ADR 3559 3372 UBS AG JERSEY 14513 8974 US BANCORP 3902 4042 UTILITIES SEL SECT SPDR FUND 8888 11800 VANGUARD SH TM BD INDEX 35313 34841 VANGUARD SHRT TERM BND 11072 10916 VERIZON COMMUNICATIONS 2412 2858 VICTORY GLOBAL NATURAL RESOURCES 23000 19020 WALMART STORES 3034 4740 WELLS FARGO & CO. 4832 6249 WILLIAM BLAIR MACRO ALLOCATION FUND 21300 22393 COST BASIS ADJUSTMENT ON DONATED STOCK 64580 BROKERAGE FEES 27259 27259 0 MISCELLANEOUS EXPENSE 225 0 0 INVESTMENTS RECEIPTS 5507 5507 5507 TIMING DIFFERENCE BASIS ADJUSTMENT 2685 NON-DIVIDEND DISTRIBUTION 284 CALL STANDARD & POORS 5731 5352 CALL STANDARD & POORS 3988 4354 FOREIGN TAXES 2829 2829 0