2017-08-21T11:29:15-05:00 2016-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2016-01-01 356691822 THE PALMER FAMILY FOUNDATION PALM 3175740621 33 TWINSHORE COURT CARMEL IN 46033 DONALD PALMER OFFICER 3175740621 2017-06-20 1 DAVID A RESNICK P00019231 3175802000 2017-06-20 64.132.79.19 2017-06-20 15:18:56 ED P 260E7D622C1A8B25FADC8845E52293098307E769 260E7D622C1A8B25FADC8845E52293098307E769 2016 2021-01-29 14:40:06Z X 3162754 X 190290 715 715 81792 81792 -43988 931192 0 5752 5752 234561 88259 0 0 0 2900 0 0 2911 2911 0 24331 24331 0 30142 27242 0 97650 97650 127792 27242 97650 106769 61017 1926 21356 21356 152572 156401 156401 2597313 2652737 2984997 2751811 2830494 3162754 7699 9719 7699 9719 X 0 0 0 0 2744112 2820775 2744112 2820775 2751811 2830494 2744112 106769 0 2850881 30106 2820775 SALE OF PUBLICLY TRADED STOCK- FIDELITY 6106 P 2016-12-31 206719 188445 18274 18274 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 P 2016-12-31 55268 51172 4096 4096 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 P 2016-12-31 127649 141096 -13447 -13447 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2677 P 2016-12-31 47797 52494 -4697 -4697 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2677 P 2016-12-31 3003 3149 -146 -146 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 4606 P 2016-12-31 128054 137772 -9718 -9718 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6117 P 2016-12-31 74904 92744 -17840 -17840 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6117 P 2016-12-31 209091 211062 -1971 -1971 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 4605 P 2016-12-31 1360 1477 -117 -117 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 4605 P 2016-12-31 11075 9501 1574 1574 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6516 P 2016-12-31 36805 51020 -14215 -14215 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6516 P 2016-12-31 19999 35248 -15249 -15249 CAPITAL GAINS DIVIDENDS P 9468 9468 9468 -43988 0 48725 2806283 0.017363 126551 2420847 0.052276 23019 1931694 0.011916 29510 712687 0.041407 61900 718657 0.086133 0.209095 0.041819 2904143 121448 610 122058 97650 1220 0 1220 0 1220 3968 3968 2748 2748 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 ELDON D PALMER 1116 - 63016 7965 WESTFIELD ROAD INDIANAPOLIS IN 46240 DIRECTOR 0.50 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 2773284 175085 0 2948369 0 0 2948369 44226 2904143 145207 145207 1220 1220 143987 0 143987 0 143987 97650 0 97650 0 97650 143987 12579 0 0 97650 12579 0 0 85071 0 0 0 0 0 0 0 0 58916 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. BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 1250 CHRISTIAN THEOLOGY SEMINARY 1000 W 42ND ST INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 1950 CRU THE GRANT COMMISSION FOUNDATION 100 LAKE HART DRIVE 3600 ORLANDO FL 32832 NONE PC GENERAL SUPPORT 250 EDGE MENTORING 1075 BROAD RIPPLE AVE STE 207 INDIANAPOLIS IN 46220 NONE PC GENERAL SUPPORT 1000 ELEVATE INDIANAPOLIS 2902 N MERIDIAN ST INDIANAPOLIS IN 46208 NONE PC GENERAL SUPPORT 10000 EMPART USA 15455 GLENEAGLE DR STE 100 COLORADO SPRINGS CO 80921 NONE PC GENERAL SUPPORT- CHRIST'S KINGDOM IN NORTH INDIA 35000 GOODWILL INDUSTRIES FOUNDATION 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 NONE PC GENERAL SUPPORT 2000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 NONE PC GENERAL SUPPORT 5000 INDIANAPOLIS SOAP BOX DERBY PO BOX 20237 INDIANAPOLIS IN 46220 NONE PC GENERAL SUPPORT 1200 KIPP INDY 1740 E 30TH ST INDIANAPOLIS IN 46218 NONE PC GENERAL SUPPORT 5000 OUTREACH INC 3102 E 10TH ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 2500 PURCHSED PO BOX 531965 INDIANAPOLIS IN 46253 NONE PC GENERAL SUPPORT 2000 SAGAMORE INSTITUTE 2301 NORTH PARK AVE INDIANAPOLIS IN 46205 NONE PC GENERAL SUPPORT 7500 SECOND PRESBYTERIAN CHURCH 7700 N MERIDIAN ST INDIANAPOLIS IN 46260 NONE PC GENERAL SUPPORT 500 SHEPHERD COMMUNITY CENTER 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 6000 TRINITY FELLOWS ACADEMY 6670 CEDAR COVE RD ROYAL OAK MD 21662 NONE PC GENERAL SUPPORT 2500 WYCLIFFE BIBLE TRANSLATORS PO BOX 628211 ORLANDO FL 32862 NONE PC GENERAL SUPPORT 7500 YMCA 615 N ALABAMA ST INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 2500 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 NONE PC GENERAL SUPPORT 4000 97650 0 14 715 14 81792 14 5752 18 -43988 0 44271 0 44271 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD AND CAROLYN PALMER 33 TWINSHORE COURT CARMEL IN 46033 190290 X X 1 STOCK DONATION WITH COST OF $146,468 AND FAIR MARKET VALUE OF $175,290 175290 TAX PREPARATION FEES 2900 0 0 DAIMLER CHRYSLER 1 201095 FMI LARGE CAP FUND 22187 25562 SPARTAN 500 INDEX FD ADVANTAGE 20131 35238 CAUSEWAY INTERNATIONAL VALUE 23588 24081 DODGE & COX STOCK 16625 31101 HARDING LOEVNER EMERGING MARKETS 0 0 SPARTAN 500 INDEX FD ADVANTAGE 60590 88801 CAUSEWAY INTERNATIONAL VALUE 52392 54556 UBS AG JERSEY 14513 10540 AQR MANAGED FUTURES FUND 20833 19495 DODGE & COX INCOME 103247 100939 OAKMARK SELECT 26000 27023 ARTISAN INTERNATIONAL ADV 51000 46129 NUANCE CONCENTRATED VALUE FUND INSTL 27000 28512 JP MORGAN INFLATION MANAGED BOND SELECT 10634 10603 MATTHEW ASIAN GROWTH AND INCOME 22900 18713 SCHWAB FUNDEMENTAL US LARGE 54900 57359 VICTORY GLOBAL NATURAL RESOURCES 19000 14308 WILLIAM BLAIR MACRO ALLOCATION FUND 21300 21451 BANK OF AMERICA 5038 5413 GOLDMAN SACHS GROUP 5059 5390 METLIFE 5311 5075 US BANCORP 5017 4959 DOUBLELINE TOTAL RETURN 37629 36477 GUGGENHEIM FLOATIG RE STRAT 25469 24936 NUVEEN SYM FLOATING RT 25899 24848 PIMCO MORTGAGE OPPORTUNITIES 37574 36838 PRINCIPAL PREFERRED SEC A 29332 28445 ABBVIE INC. 2265 3006 AMEREN CORP 2100 3515 AT&T 3074 3743 BCE INC. 2956 2940 BLACKROCK INC 1554 1903 BOEING CO 2465 2958 BRISTOL MYERS SQUIBB CO. 689 1227 CHEVRON CORP 3123 3884 CISCO SYS INC 2668 3234 COCA COLA 2905 2861 DOMINION RES INC 2941 3293 DUKE ENERGY CORP. 2784 3338 EATON CORP 714 805 EDISON INTERNATIONAL 2253 3528 ELI LILLY & CO 2948 3089 GENERAL ELECTRIC 2574 3034 INTL BUSINESS MACHINES CORP 1301 1494 JOHNSON & JOHNSON 2052 3341 JP MORGAN CHASE & CO. 2564 4228 KRAFT FOODS 2090 3493 LAMAR ADVERTISING 1290 1681 LOCKHEED MARTIN CORP 1474 4249 LYONDELLBASELL NV 2079 2744 MCDONALDS CORP 2491 3165 MERCK & CO 3023 3238 MICROSOFT CORP 1867 3791 NEXTERA ENERGY INC. 3597 5256 OCCIDENTAL PETROLEUM 2460 2564 PEPSICO 2802 3034 PFIZER INC. 3810 4645 PG&E 2297 3342 PHILIP MORRIS INTL. 4377 4666 PRUDENTIAL FINANCIAL 2028 2497 QUALCOM 3222 3912 ROYAL DUTCH SHELL PLC 3887 3263 SEMPRA ENERGY 3167 4328 TOTAL S A SPON ADR 3559 3108 VERIZON COMMUNICATIONS 2412 2883 WALMART STORES 2809 3110 WELLS FARGO & CO. 2746 3472 ISHARES MORTGAGE RE EST CP ETF 3364 3154 ISHARES SELECT DIVIDEND ETF 11535 13640 POWERSHARES S&P 500 5344 6426 UTILITIES SEL SECT SPDR FUND 10440 12628 SPDR TRUST SERIES I 375435 402354 SPDR S&P MIDCAP 400 ETF TRUST 51126 60346 JP MORGAN ALERIAN MLP INDEX 66787 48585 LORD ABBETT SHT DURATION INC 101998 98355 VANGUARD SHRT TERM BND 11072 10964 BLACKROCK STRATEGIC INC 57038 55912 DOUBLELINE LOW DURATION BD I 54747 54892 PIMCO MORTGAGE OPPORTUNITIES 51022 50153 PUTNAM SHORT DURRATION 36945 36969 VANGUARD SH TM BD INDEX 42932 42563 JP MORGAN ALERIAN MLP INDEX 49945 32179 ISHARES SELECT DIVIDEND ETF 121589 149329 SPDR TRUST SERIES I 262153 290589 SPDR S&P MIDCAP 400 ETF TRUST 50114 60346 GUGGENHEIM FLOATIG RE STRAT 39271 39783 LORD ABBETT SHT DURATION INC 285790 282403 NUVEEN SYM FLOATING RT 40293 40599 PRINCIPAL PREFERRED SEC A 79211 77079 TIMING DIFFERENCE BASIS ADJUSTMENT 1284 COST BASIS ADJUSTMENT ON DONATED STOCK 28822 BROKERAGE FEES 24331 24331 0 INVESTMENTS RECEIPTS 5752 5752 5752 CALL STANDARD & POORS 5120 5731 CALL STANDARD & POORS 2579 3988 FOREIGN TAXES 2911 2911 0