2016-05-16T08:48:45-05:00 2015-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2015-01-01 356691822 THE PALMER FAMILY FOUNDATION PALM 3175740621 33 TWINSHORE COURT CARMEL IN 46033 DONALD PALMER OFFICER 3175740621 2016-05-10 1 DAVID A RESNICK P00019231 3175802000 2016-05-10 2015 2016-09-27 15:27:22Z X 2939079 X 200782 723 723 81247 81247 96148 1045251 96148 9431 9431 388331 187549 0 0 0 3225 0 0 29 0 0 15252 2464 0 24510 24180 0 43016 26644 0 48725 48725 91741 26644 48725 296590 160905 24011 1926 1926 74327 152572 152572 2403398 2597313 2784581 2501736 2751811 2939079 4220 7699 4220 7699 X 0 0 0 0 2497516 2744112 2497516 2744112 2501736 2751811 2497516 296590 405 2794511 50399 2744112 SALE OF PUBLICLY TRADED STOCK- FIDELITY 6106 P 2015-12-31 24348 28283 -3935 -3935 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 P 2015-12-31 6417 6467 -50 -50 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2678 P 2015-12-31 101342 103243 -1901 -1901 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2677 P 2015-12-31 67779 67515 264 264 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 2677 P 2015-12-31 169389 173945 -4556 -4556 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 4606 P 2015-12-31 5879 5879 5879 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 4606 P 2015-12-31 97728 88497 9231 9231 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6117 P 2015-12-31 5711 5711 5711 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6117 D 2015-12-31 32755 25518 7237 7237 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6117 D 2015-12-31 169763 127237 42526 42526 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 6117 P 2015-12-31 27986 28702 -716 -716 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 4605 P 2015-12-31 101010 111191 -10181 -10181 SALE OF PUBLICLY TRADED STOCK- MORGAN STANLEY 4605 P 2015-12-31 219787 188505 31282 31282 CAPITAL GAINS DIVIDENDS P 15357 15357 15357 96148 0 126551 2420847 0.052276 23019 1931694 0.011916 29510 712687 0.041407 61900 718657 0.086133 91108 671399 0.135699 0.327431 0.065486 2806283 183772 1609 185381 48725 3218 0 3218 0 3218 7200 7200 14 3968 3968 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 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 2759956 89062 0 2849018 0 0 2849018 42735 2806283 140314 140314 3218 3218 137096 0 137096 0 137096 48725 0 48725 0 48725 137096 0 0 36484 26699 12609 75792 48725 0 0 0 48725 0 75792 75792 0 0 0 0 0 12579 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. EMPART USA 15455 GLENEAGLE DR STE 100 COLORADO SPRINGS CO 80921 NONE PC GENERAL SUPPORT- CHRIST'S KINGDOM IN NORTH INDIA 30000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 NONE PC GENERAL SUPPORT 400 GOODWILL INDUSTRIES FOUNDATION 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 NONE PC GENERAL SUPPORT 1000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 NONE PC GENERAL SUPPORT 4500 OPPORTUNITY INTERNATIONAL PO BOX 3695 OAK BROOK IL 60522 NONE PC GENERAL SUPPORT 1000 SAGAMORE INSTITUTE 2301 NORTH PARK AVE INDIANAPOLIS IN 46205 NONE PC GENERAL SUPPORT 2500 SHEPHERD COMMUNITY CENTER 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 NONE PC GENERAL SUPPORT 6000 SYCAMORE SCHOOL 1750 W 64TH ST INDIANAPOLIS IN 46260 NONE PC GENERAL SUPPORT 1000 XAVIER UNIVERSITY 3200 VICTORY PARKWAY CINCINNATI OH 45207 NONE PC GENERAL SUPPORT 75 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 NONE PC GENERAL SUPPORT 2250 48725 0 14 723 14 81247 14 9431 18 96148 0 187549 0 187549 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD CAROLYN PALMER 33 TWINSHORE COURT CARMEL IN 46033 200782 X 1 STOCK DONATION WITH COST OF $153,267 AND FAIR MARKET VALUE OF $200,782 200782 2015-12-31 TAX PREPARATION FEES 3225 0 0 DAIMLER CHRYSLER 1 226858 FMI LARGE CAP FUND 22187 24123 SPARTAN 500 INDEX FD ADVANTAGE 20131 32296 CAUSEWAY INTERNATIONAL VALUE 23588 24445 DODGE & COX STOCK 23551 38910 HARDING LOEVNER EMERGING MARKETS 11700 18698 VIRTUS REAL ESTATE SECURITIES 6254 13042 SPARTAN 500 INDEX FD ADVANTAGE 34590 57134 CAUSEWAY INTERNATIONAL VALUE 93230 93572 HUBER CAPITAL SMALL 21393 19473 UBS AG JERSEY 14513 9705 AQR MANAGED FUTURES FUND 28100 28721 DODGE & COX INCOME 24847 23859 OAKMARK SELECT 26000 24619 HARTFORD WORLD BOND FUND 28100 26599 IVA WORLDWIDE FUND 32100 29073 JP MORGAN INFLATION MANAGED BOND SELECT 17600 17241 MATTHEW ASIAN GROWTH AND INCOME 16900 14634 ROBECO BOSTON PRTNS LG 27000 26433 RS GLOBAL NATURAL RESOURCES FUND 15000 6556 SCHWAB FUNDEMENTAL US LARGE 41900 41080 WHITEBOX TACTICAL OPORTUNITIES 0 0 WILLIAM BLAIR MACRO ALLOCATION FUND 21300 21451 BANK OF AMERICA 3771 3780 GOLDMAN SACHS GROUP 3834 3754 HSBC USA 3792 3790 METLIFE 3745 3783 US BANCORP 3866 3822 DOUBLELINE TOTAL RETURN 38298 37672 GUGGENHEIM FLOATIG RE STRAT 30982 29103 NUVEEN SYM FLOATING RT 32105 29079 PIMCO MORTGAGE OPPORTUNITIES 28864 28301 PRINCIPAL PREFERRED SEC A 112157 107988 RS FLOATING RATE 32704 28780 ABBVIE INC. 2265 2844 ALTRIA GROUP INC. 842 1455 AMEREN CORP 2100 2896 APPLE INC. 0 0 AT&T 3074 3028 BAXTER INTL 0 0 BCE INC. 2956 2626 BRISTOL MYERS SQUIBB CO. 1411 2958 CHEVRON CORP 3123 2969 CISCO SYS INC 2668 2906 COCA COLA 2905 2964 DOMINION RES INC 2941 2908 DU PONT EL DE NEMOURS & CO. 0 0 DUKE ENERGY CORP. 2784 3070 EATON CORP 720 624 EDISON INTERNATIONAL 2253 2901 ELI LILLY & CO 2419 2949 FORD MOTOR CO. 0 0 GENERAL ELECTRIC 2574 2990 JOHNSON & JOHNSON 2052 2979 JP MORGAN CHASE & CO. 3454 4358 KIMBERLY CLARK CORP 989 1528 KRAFT FOODS 2090 2910 LAMAR ADVERTISING 1290 1500 LOCKHEED MARTIN CORP 1647 4126 LYONDELLBASELL NV 1827 2694 MCDONALDS CORP 2491 3072 MERCK & CO 3023 2905 MICROSOFT CORP 1505 2996 NEXTERA ENERGY INC. 3597 4571 OCCIDENTAL PETROLEUM 625 608 PEPSICO 2802 2898 PFIZER INC. 3810 4616 PG&E 2297 2925 PHILIP MORRIS INTL. 4377 4483 PRUDENTIAL FINANCIAL 2887 2768 QUALCOM 3222 2999 ROYAL DUTCH SHELL PLC 3887 2747 SEMPRA ENERGY 3167 4042 STEEL DYNAMICS 3027 2966 TOTAL S A SPON ADR 3558 2742 WELLS FARGO & CO. 2240 2881 WILLIAMS CO INC. 2758 2030 ISHARES MORTGAGE RE EST CP ETF 3431 2878 ISHARES SELECT DIVIDEND ETF 11535 11573 POWERSHARES S&P 500 5344 5468 UTILITIES SEL SECT SPDR FUND 8156 8959 VANGUARD DIVIDEND APPRECIATION 0 0 LAS VEGAS SANDS 0 0 SEAGATE TECHNOLOGY 0 0 SUN LIFE FINL SVCS CDA INC. 0 0 TELUS CORP 0 0 SPDR TRUST SERIES I 365055 366966 JP MORGAN ALERIAN MLP INDEX 102021 68456 COLUMBIA ACORN EMERGING MARKETS 14 11 IVY SCI & TECH I 51020 45377 LORD ABB 0 0 LORD ABBETT SHT DURATION INC 81713 77920 PRUDENTIAL SHT TRM CORP 0 0 VANGUARD SHRT TERM BND 12356 12254 BLACKROCK STRATEGIC INC 44347 42622 PIMCO MORTGAGE OPPORTUNITIES 40058 39277 PIMCO UNCONSTRAINED BOND 46312 42746 PUTNAM SHORT DURRATION 28679 28622 VANGUARD SH TM BD INDEX 30814 30550 JP MORGAN ALERIAN MLP INDEX 49945 29491 ISHARES SELECT DIVIDEND ETF 121589 126703 SPDR TRUST SERIES I 207552 203870 COLUMBIA ACORN EMERGING MARKETS 14 11 GUGGENHEIM FLOATIG RE STRAT 69566 66960 IVY SCI & TECH I 30612 27226 LORD ABBETT SHT DURATION INC 138444 133881 NUVEEN SYM FLOATING RT 71393 67032 PRINCIPAL PREFERRED SEC A 135583 134922 COST BASIS ADJUSTMENT 2884 COST BASIS ADJUSTMENT ON DONATED STOCK 47515 BROKERAGE FEES 24180 24180 0 DUES 330 0 0 INVESTMENTS RECEIPTS 9431 9431 9431 NON-DIVIDEND DISTRIBUTIONS- RETURN OF CAPITAL 405 CALL STANDARD & POORS 2035 5120 CALL STANDARD & POORS 1785 2579 DUE TO PALMER PROPERTIES 400 0 FOREIGN TAXES 2464 2464 0 TAXES 12788 0 0