THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-24
- IRS object ID
- 201502679349100305
- Schema version
- 2014v5.0
- 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 | 2015-09-24T14:59:14-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A RESNICK | PreparerPersonNm |
| PTIN | P00019231 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2015-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,880,290 | 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 | $599,737 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $296,122 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,257,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $296,122 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,600 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,600 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $977,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,226 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,557 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,685 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $823,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,623 | CashBOYAmt |
| Cash EOY | $24,011 | CashEOYAmt |
| Cash EOYFMV | $24,011 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,361 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,327 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,327 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,628,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,403,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,781,952 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,796,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,501,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,880,290 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,220 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,220 | 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 | $1,796,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,497,516 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,796,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,497,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,796,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,501,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,796,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $823,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $276 | OtherIncreasesAmt |
| Subtotal | $2,619,547 | SubtotalAmt |
| Other Decreases | $122,031 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,497,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (139 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| APPLE INC | 2013-07-19 | 2014-01-07 | $10,822 | $8,565 | $2,257 | $2,257 | |
| CISCO SYS INC | 2014-09-08 | 2014-12-30 | $10,008 | $8,776 | $1,232 | $1,232 | |
| DELTA AIR LINES INC NEW | 2013-12-26 | 2014-08-01 | $6,181 | $4,598 | $1,583 | $1,583 | |
| E V FLOATING RATE I | 2014-01-07 | 2014-03-14 | $32,758 | $32,865 | -$107 | -$107 | |
| E V FLOATING RATE I | 2014-01-31 | 2014-03-14 | $62 | $62 | $0 | $0 | |
| E V FLOATING RATE I | 2014-02-28 | 2014-03-14 | $89 | $89 | $0 | $0 | |
| GANNETT COMPANY INC DE | 2014-05-13 | 2014-08-01 | $11,474 | $9,695 | $1,779 | $1,779 | |
| KRAFT FOODS GROUP INC COM | 2014-02-07 | 2014-12-30 | $10,002 | $8,203 | $1,799 | $1,799 | |
| MICROSOFT CORP | 2013-02-28 | 2014-01-07 | $22,139 | $17,000 | $5,139 | $5,139 | |
| ORACLE CORP | 2013-10-03 | 2014-08-01 | $7,034 | $5,822 | $1,212 | $1,212 | |
| PG&E CORPORATION | 2014-02-07 | 2014-12-30 | $6,988 | $5,345 | $1,643 | $1,643 | |
| SEAGATE TECHNOLOGY PLC | 2014-02-07 | 2014-12-30 | $9,843 | $7,246 | $2,597 | $2,597 | |
| TERADYNE INC | 2013-10-14 | 2014-08-01 | $8,182 | $7,652 | $530 | $530 | |
| TERADYNE INC | 2013-11-18 | 2014-08-01 | $909 | $857 | $52 | $52 | |
| ALTRIA GROUP INC | 2012-04-03 | 2014-12-30 | $9,956 | $6,189 | $3,767 | $3,767 | |
| AMEREN CORP (HLDG CO) | 2013-01-10 | 2014-12-30 | $9,873 | $6,549 | $3,324 | $3,324 | |
| APPLE INC | 2012-02-13 | 2014-07-31 | $1,338 | $1,002 | $336 | $336 | |
| APPLE INC | 2013-03-06 | 2014-07-31 | $478 | $306 | $172 | $172 | |
| APPLE INC | 2013-04-24 | 2014-08-01 | $6,700 | $4,081 | $2,619 | $2,619 | |
| APPLE INC | 2013-06-10 | 2014-08-01 | $10,529 | $6,895 | $3,634 | $3,634 | |
| APPLE INC | 2013-07-19 | 2014-12-30 | $9,963 | $5,384 | $4,579 | $4,579 | |
| BRISTOL MYERS SQUIBB CO | 2012-04-03 | 2014-01-07 | $26,900 | $17,083 | $9,817 | $9,817 | |
| BRISTOL MYERS SQUIBB CO | 2013-12-23 | 2014-12-30 | $7,031 | $6,283 | $748 | $748 | |
| CINCINNATI BELL INC NEW | 2013-05-09 | 2014-08-01 | $8,987 | $8,156 | $831 | $831 | |
| DOW CHEMICAL CO | 2013-04-02 | 2014-08-01 | $12,726 | $7,888 | $4,838 | $4,838 | |
| DU PONT EI DE NEMOURS & CO | 2012-04-03 | 2014-12-30 | $15,041 | $10,671 | $4,370 | $4,370 | |
| DUKE ENERGY CORP NEW | 2012-04-03 | 2014-12-30 | $9,880 | $7,086 | $2,794 | $2,794 | |
| EBAY INC | 2012-05-10 | 2014-08-01 | $3,425 | $2,673 | $752 | $752 | |
| EDISON INTERNATIONAL | 2013-10-17 | 2014-12-30 | $9,914 | $6,982 | $2,932 | $2,932 | |
| EMERSON ELECTRIC CO | 2012-03-19 | 2014-08-01 | $6,331 | $5,200 | $1,131 | $1,131 | |
| GOOGLE INC CL C | 2011-08-24 | 2014-07-31 | $1,149 | $527 | $622 | $622 | |
| GOOGLE INC CL C | 2013-05-10 | 2014-08-01 | $4,546 | $3,506 | $1,040 | $1,040 | |
| GOOGLE INC-CL A | 2011-08-24 | 2014-07-31 | $1,167 | $529 | $638 | $638 | |
| GOOGLE INC-CL A | 2013-05-10 | 2014-08-01 | $8,639 | $6,595 | $2,044 | $2,044 | |
| JOHNSON & JOHNSON | 2012-11-29 | 2014-01-07 | $22,462 | $16,590 | $5,872 | $5,872 | |
| JPMORGAN CHASE & CO | 2013-08-22 | 2014-12-30 | $9,993 | $8,321 | $1,672 | $1,672 | |
| KIMBERLY CLARK CORP | 2012-04-03 | 2014-01-07 | $23,758 | $17,029 | $6,729 | $6,729 | |
| KIMBERLY CLARK CORP | 2013-12-23 | 2014-12-30 | $14,910 | $12,726 | $2,184 | $2,184 | |
| LOCKHEED MARTIN CORP | 2012-11-29 | 2014-01-07 | $26,011 | $16,301 | $9,710 | $9,710 | |
| LOCKHEED MARTIN CORP | 2013-12-23 | 2014-12-30 | $9,970 | $7,419 | $2,551 | $2,551 | |
| LYONDELLBASELL NV CL-A | 2013-02-28 | 2014-12-30 | $9,894 | $7,250 | $2,644 | $2,644 | |
| MICROSOFT CORP | 2011-06-14 | 2014-08-01 | $7,529 | $4,270 | $3,259 | $3,259 | |
| MICROSOFT CORP | 2013-12-23 | 2014-12-30 | $6,949 | $5,380 | $1,569 | $1,569 | |
| NESTLE SPON ADR REP REG SHR | 2011-01-03 | 2014-08-01 | $9,245 | $7,404 | $1,841 | $1,841 | |
| NEXTERA ENERGY INC COM | 2013-10-17 | 2014-12-30 | $9,885 | $7,439 | $2,446 | $2,446 | |
| PAYCHEX INC | 2012-04-03 | 2014-01-07 | $24,245 | $17,114 | $7,131 | $7,131 | |
| PFIZER INC | 2013-01-10 | 2014-12-30 | $9,982 | $8,449 | $1,533 | $1,533 | |
| SEMPRA ENERGY | 2012-04-03 | 2014-01-07 | $24,808 | $16,983 | $7,825 | $7,825 | |
| SEMPRA ENERGY | 2013-12-23 | 2014-12-30 | $9,926 | $7,750 | $2,176 | $2,176 | |
| STRYKER CORP | 2012-12-03 | 2014-07-31 | $1,197 | $812 | $385 | $385 | |
| SUNLIFE FINL SVCS CDA INC | 2012-04-03 | 2014-01-07 | $24,191 | $17,098 | $7,093 | $7,093 | |
| WELLS FARGO & CO NEW | 2013-02-19 | 2014-07-31 | $1,285 | $879 | $406 | $406 | |
| WELLS FARGO & CO NEW | 2013-01-23 | 2014-08-01 | $11,406 | $7,877 | $3,529 | $3,529 | |
| WILLIAMS CO INC | 2012-07-11 | 2014-12-30 | $9,956 | $6,329 | $3,627 | $3,627 | |
| BERKSHIRE HATHAWAY CL-B NEW | 2010-01-04 | 2014-07-31 | $1,520 | $794 | $726 | $726 | |
| BERKSHIRE HATHAWAY CL-B NEW | 2010-01-04 | 2014-08-01 | $8,815 | $4,634 | $4,181 | $4,181 | |
| CENTRAL FUND CANADA LTD A | 2005-06-07 | 2014-08-01 | $6,355 | $2,431 | $3,924 | $3,924 | |
| CENTRAL FUND CANADA LTD A | 2005-12-29 | 2014-08-01 | $706 | $336 | $370 | $370 | |
| MASTERCARD INC CL A | 2010-12-10 | 2014-07-31 | $2,624 | $888 | $1,736 | $1,736 | |
| MASTERCARD INC CL A | 2010-12-10 | 2014-08-01 | $13,047 | $4,438 | $8,609 | $8,609 | |
| PFIZER INC | 2008-08-18 | 2014-07-31 | $1,447 | $993 | $454 | $454 | |
| PFIZER INC | 2008-08-18 | 2014-08-01 | $6,953 | $4,765 | $2,188 | $2,188 | |
| SPDR GOLD TR GOLD SHS | 2009-01-30 | 2014-08-01 | $4,987 | $3,640 | $1,347 | $1,347 | |
| UNITEDHEALTH GP INC | 2010-12-10 | 2014-08-01 | $6,103 | $2,741 | $3,362 | $3,362 | |
| VIACOM INC NEW CLASS A | 2010-03-24 | 2014-07-31 | $2,509 | $1,043 | $1,466 | $1,466 | |
| VIACOM INC NEW CLASS A | 2010-03-24 | 2014-08-01 | $12,373 | $5,214 | $7,159 | $7,159 | |
| AEGON NV ADR | 2014-02-07 | 2014-12-04 | $2,404 | $2,779 | -$375 | -$375 | |
| GLAXOSMITHKLINE PLC ADS | 2013-02-13 | 2014-02-07 | $2,166 | $1,871 | $295 | $295 | |
| GLAXOSMITHKLINE PLC ADS | 2013-03-13 | 2014-02-07 | $2,536 | $2,139 | $397 | $397 | |
| ISHARES SELECT DIVIDEND ETF | 2013-12-16 | 2014-02-07 | $3,518 | $3,563 | -$45 | -$45 | |
| ISHARES US TELECOMM ETF | 2013-12-16 | 2014-02-07 | $7,186 | $7,114 | $72 | $72 | |
| LORILLARD INC | 2013-02-13 | 2014-02-12 | $188 | $168 | $20 | $20 | |
| PAYCHEX INC | 2013-02-13 | 2014-02-07 | $2,252 | $1,843 | $409 | $409 | |
| PAYCHEX INC | 2013-03-13 | 2014-02-07 | $2,252 | $1,874 | $378 | $378 | |
| AEGON NV ADR | 2013-10-17 | 2014-12-04 | $563 | $590 | -$27 | -$27 | |
| AEGON NV ADR | 2013-10-17 | 2014-12-04 | $2,970 | $3,112 | -$142 | -$142 | |
| ALTRIA GROUP INC | 2013-01-03 | 2014-02-12 | $4,117 | $3,834 | $283 | $283 | |
| ALTRIA GROUP INC | 2013-02-13 | 2014-12-15 | $2,038 | $1,424 | $614 | $614 | |
| AMEREN CORP (HLDG CO) | 2013-01-10 | 2014-12-04 | $2,350 | $1,692 | $658 | $658 | |
| APPLE INC | 2013-07-19 | 2014-12-15 | $3,195 | $1,774 | $1,421 | $1,421 | |
| BRISTOL MYERS SQUIBB CO | 2013-02-13 | 2014-12-15 | $2,044 | $1,265 | $779 | $779 | |
| BRISTOL MYERS SQUIBB CO | 2013-03-13 | 2014-12-15 | $2,453 | $1,614 | $839 | $839 | |
| DU PONT EI DE NEMOURS & CO | 2013-01-03 | 2014-02-07 | $3,362 | $2,437 | $925 | $925 | |
| FORD MOTOR CO NEW | 2013-01-10 | 2014-06-24 | $2,542 | $2,042 | $500 | $500 | |
| FORD MOTOR CO NEW | 2013-01-10 | 2014-09-08 | $2,232 | $1,835 | $397 | $397 | |
| FORD MOTOR CO NEW | 2013-02-13 | 2014-09-08 | $3,020 | $2,341 | $679 | $679 | |
| FORD MOTOR CO NEW | 2013-03-13 | 2014-09-08 | $2,282 | $1,827 | $455 | $455 | |
| FREEPORT-MCMORAN INC | 2013-01-03 | 2014-10-30 | $3,161 | $3,948 | -$787 | -$787 | |
| FREEPORT-MCMORAN INC | 2013-02-13 | 2014-10-30 | $1,581 | $2,003 | -$422 | -$422 | |
| FREEPORT-MCMORAN INC | 2013-03-13 | 2014-10-30 | $2,089 | $2,443 | -$354 | -$354 | |
| GLAXOSMITHKLINE PLC ADS | 2013-01-03 | 2014-02-07 | $4,754 | $3,955 | $799 | $799 | |
| HALYARD HEALTH INC | 2013-01-03 | 2014-10-31 | $24 | $16 | $8 | $8 | |
| HALYARD HEALTH INC | 2013-01-03 | 2014-11-10 | $216 | $148 | $68 | $68 | |
| HALYARD HEALTH INC | 2013-02-13 | 2014-11-10 | $72 | $74 | -$2 | -$2 | |
| HALYARD HEALTH INC | 2013-03-13 | 2014-11-10 | $72 | $74 | -$2 | -$2 | |
| ISHARES MORTGAGE RE EST CP ETF | 2013-09-06 | 2014-12-15 | $3,821 | $3,700 | $121 | $121 | |
| JOHNSON & JOHNSON | 2013-01-03 | 2014-06-24 | $2,936 | $1,977 | $959 | $959 | |
| KIMBERLY CLARK CORP | 2013-01-03 | 2014-12-04 | $1,842 | $1,318 | $524 | $524 | |
| KIMBERLY CLARK CORP | 2013-02-13 | 2014-12-15 | $1,925 | $1,461 | $464 | $464 | |
| KIMBERLY CLARK CORP | 2013-03-13 | 2014-12-15 | $2,152 | $1,704 | $448 | $448 | |
| LOCKHEED MARTIN CORP | 2013-01-03 | 2014-02-07 | $3,102 | $1,876 | $1,226 | $1,226 | |
| LORILLARD INC | 2013-01-03 | 2014-02-12 | $4,665 | $3,950 | $715 | $715 | |
| LORILLARD INC | 2013-02-13 | 2014-06-24 | $2,429 | $1,636 | $793 | $793 | |
| LORILLARD INC | 2013-03-13 | 2014-06-24 | $3,986 | $2,482 | $1,504 | $1,504 | |
| LYONDELLBASELL NV CL-A | 2013-03-13 | 2014-12-15 | $1,287 | $1,146 | $141 | $141 | |
| MICROSOFT CORP | 2013-02-28 | 2014-06-24 | $4,257 | $2,843 | $1,414 | $1,414 | |
| PAYCHEX INC | 2013-01-03 | 2014-02-07 | $5,077 | $3,949 | $1,128 | $1,128 | |
| PPL CORPORATION | 2013-01-03 | 2014-06-17 | $4,594 | $3,933 | $661 | $661 | |
| PPL CORPORATION | 2013-02-13 | 2014-06-17 | $2,110 | $1,891 | $219 | $219 | |
| PPL CORPORATION | 2013-03-13 | 2014-06-17 | $2,178 | $1,955 | $223 | $223 | |
| REYNOLDS AMERICAN INC | 2013-01-03 | 2014-02-12 | $4,357 | $3,932 | $425 | $425 | |
| REYNOLDS AMERICAN INC | 2013-02-13 | 2014-06-24 | $2,627 | $1,899 | $728 | $728 | |
| REYNOLDS AMERICAN INC | 2013-03-13 | 2014-06-24 | $2,994 | $2,120 | $874 | $874 | |
| SEADRILL LTD | 2013-01-03 | 2014-10-03 | $2,537 | $3,928 | -$1,391 | -$1,391 | |
| SEADRILL LTD | 2013-02-13 | 2014-10-03 | $1,293 | $2,020 | -$727 | -$727 | |
| SEADRILL LTD | 2013-03-13 | 2014-10-03 | $1,464 | $2,209 | -$745 | -$745 | |
| SEMPRA ENERGY | 2013-01-03 | 2014-06-24 | $2,815 | $1,947 | $868 | $868 | |
| SUN LIFE FINL SVCS CDA INC | 2013-01-03 | 2014-06-24 | $2,706 | $2,043 | $663 | $663 | |
| VANGUARD DIVIDEND APPRECIATION | 2013-01-03 | 2014-02-07 | $2,365 | $2,010 | $355 | $355 | |
| WILLIAMS CO INC | 2013-01-03 | 2014-06-24 | $5,805 | $3,359 | $2,446 | $2,446 | |
| E V FLOATING RATE I | 2013-01-03 | 2014-03-14 | $28,123 | $28,000 | $123 | $123 | |
| E V FLOATING RATE I | 2013-01-31 | 2014-03-14 | $75 | $75 | $0 | $0 | |
| E V FLOATING RATE I | 2013-02-13 | 2014-03-14 | $14,342 | $14,326 | $16 | $16 | |
| E V FLOATING RATE I | 2013-03-13 | 2014-03-14 | $14,784 | $14,800 | -$16 | -$16 | |
| FIDELITY ADV FLTG RT HI INC I | 2013-01-03 | 2014-03-14 | $28,113 | $28,000 | $113 | $113 | |
| FIDELITY ADV FLTG RT HI INC I | 2013-01-31 | 2014-03-14 | $59 | $59 | $0 | $0 | |
| FIDELITY ADV FLTG RT HI INC I | 2013-02-13 | 2014-03-14 | $14,450 | $14,407 | $43 | $43 | |
| FIDELITY ADV FLTG RT HI INC I | 2013-03-13 | 2014-03-14 | $14,785 | $14,800 | -$15 | -$15 | |
| VANGUARD 500 INDEX | 2014-05-01 | 2014-05-27 | $2,729 | $2,700 | $29 | $29 | |
| VANGUARD 500 INDEX | 2013-01-01 | 2014-05-27 | $27,430 | $16,428 | $11,002 | $11,002 | |
| BARON SMALL CAP FUND | 2013-01-01 | 2014-03-25 | $26,791 | $16,207 | $10,584 | $10,584 | |
| DODGE & COX STOCK | 2013-01-01 | 2014-03-25 | $50,000 | $28,814 | $21,186 | $21,186 | |
| MAINSTAY LARGE CAP GROWTH FUND | 2013-01-01 | 2014-03-25 | $106,276 | $75,068 | $31,208 | $31,208 | |
| PIMCO COMMODITY REAL RETURN | 2013-01-01 | 2014-03-25 | $17,191 | $46,000 | -$28,809 | -$28,809 | |
| VIRTUS REAL ESTATE SECURITIES | 2013-01-01 | 2014-03-25 | $20,000 | $9,280 | $10,720 | $10,720 | |
| PIMCO COMMODITY REAL RETURN | 2013-01-01 | 2014-09-30 | $24,847 | $24,456 | $391 | $391 | |
| SPARTAN 500 INDEX FUND | 2013-01-01 | 2014-12-17 | $61,600 | $40,525 | $21,075 | $21,075 | |
| UBS AG JERSEY | 2014-01-01 | 2014-12-19 | $10,088 | $10,444 | -$356 | -$356 | |
| CAPITAL GAINS DIVIDENDS | $16,544 | $16,544 | $16,544 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $296,122 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,019 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,931,694 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011916 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $712,687 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041407 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $718,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086133 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,108 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $671,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $589,160 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056097 | DistributionYr5Rt |
| Total Distribution | 0.331252 | TotalDistributionRt |
| Average Distribution | 0.066250 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,420,847 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,381 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,550 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $163,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $126,551 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $2,901 | TaxDueAmt |
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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $2,314,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,457,713 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,457,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,420,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,100 | TotalTaxAmt |
| Distributable Before Adj | $113,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,551 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $126,551 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $36,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,699 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $63,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,942 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,609 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $75,792 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $75,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,484 | ExcessFromYear4Amt |
| Excess From Year3 | $26,699 | ExcessFromYear3Amt |
| Excess From Current Year | $12,609 | ExcessFromCurrentYearAmt |
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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHORS AWAYROCK ORGANIZATION INC | |||||||
| 13232 OLD MERIDIAN ST | CARMEL | IN | 46032 | NONE | PC | GENERAL SUPPORT | $3,250 |
| BELLARMINE UNIVERSITY | |||||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40205 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 7125 FALL CREEK RD | INDIANAPOLIS | IN | 46256 | NONE | PC | GENERAL SUPPORT | $300 |
| BROWN COUNTY ART GALLERY | |||||||
| PO BOX 443 | NASHVILLE | IN | 47448 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DR 3500 | ORLANDO | FL | 32832 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHRISTIAN THEOLOGY SEMINARY | |||||||
| 1000 W 42ND ST | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY CARING AND SHARING INC | |||||||
| 2830 S HOLT RD | INDIANAPOLIS | IN | 46241 | NONE | PC | GENERAL SUPPORT | $6,000 |
| EMPART USA | |||||||
| 15455 GLENEAGLE DR STE 100 | COLORADO SPRINGS | CO | 80921 | NONE | PC | GENERAL SUPPORT- CHRIST'S KINGDOM IN NORTH INDIA | $15,000 |
| FORGOTTEN VOICES | |||||||
| PO BOX 1368 | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GOODWILL INDUSTRIES FOUNDATION | |||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HERRON SCHOOL OF ART AND DESIGN | |||||||
| 340 W MICHIGAN ST | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KIPP INDY | |||||||
| 1740 E 30TH ST | INDIANAPOLIS | IN | 46218 | NONE | PC | GENERAL SUPPORT | $6,900 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 70 E 91ST STREET STE 101 | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL SUPPORT OF BEAR LAKE FUND | $30,601 |
| OPPORTUNITY INTERNATIONAL | |||||||
| PO BOX 3695 | OAK BROOK | IL | 60522 | NONE | PC | GENERAL SUPPORT | $5,000 |
| OUTREACH INC | |||||||
| 3102 E 10TH ST | INDIANAPOLIS | IN | 46201 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SAGAMORE INSTITUTE | |||||||
| 2301 NORTH PARK AVE | INDIANAPOLIS | IN | 46205 | NONE | PC | GENERAL SUPPORT | $13,500 |
| SHEPHERD COMMUNITY TECH BAND | |||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | PC | TECH BAND | $3,500 |
| TECH YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF THE NATIONS- KONA FOUNDATION | |||||||
| 75-5851 KUAKINI HWY 433 | KAILUA KONA | HI | 98335 | NONE | SO III FI | GENERAL SUPPORT | $6,000 |
| WHEELER MISSION | |||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| PO BOX 628211 | ORLANDO | FL | 32862 | NONE | PC | GENERAL SUPPORT | $8,000 |
| YMCA | |||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $2,500 |
| YOUNG LIFE RACEWAY REGION | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,551 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,493 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,600 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $296,122 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,226 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DONALD CAROLYN PALMER | |||||||
| 1 | 33 TWINSHORE COURT | CARMEL | IN | 46033 | $399,737 | Yes (X) | |
| PALMER PROPERTIES LLC | |||||||
| 2 | 2929 SOUTH HOLT ROAD | INDIANAPOLIS | IN | 46241 | $200,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK DONATION WITH COST OF $278,961 AND FAIR MARKET VALUE OF $399,737 | NoncashPropertyDesc |
| Fair Market Value | $399,737 | FairMarketValueAmt |
| Received | 2014-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (111 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAIMLER CHRYSLER | $1 | $223,468 |
| FMI LARGE CAP FUND | $22,187 | $27,506 |
| SPARTAN 500 INDEX FD ADVANTAGE | $20,131 | $32,768 |
| CAUSEWAY INTERNATIONAL VALUE | $23,588 | $25,678 |
| VANGUARD INDEX TRUST S&P 500 | $0 | $0 |
| DODGE & COX STOCK | $23,551 | $43,254 |
| HARDING LOEVNER EMERGING MARKETS | $11,700 | $21,749 |
| BARON SMALL CAP FUND | $0 | $0 |
| PIMCO TOTAL RETURN FUND | $0 | $0 |
| PIMCO COMMODITY REAL RETURN | $0 | $0 |
| VIRTUS REAL ESTATE SECURITIES | $7,537 | $18,521 |
| MAINSTAY LARGE CAP GROWTH | $0 | $0 |
| SPARTAN 500 INDEX FD ADVANTAGE | $34,590 | $57,969 |
| CAUSEWAY INTERNATIONAL VALUE | $93,230 | $98,290 |
| HUBER CAPITAL SMALL | $21,393 | $22,586 |
| UBS AG JERSEY | $14,513 | $15,063 |
| AQR MANAGED FUTURES FUND | $28,100 | $29,990 |
| DODGE & COX INCOME | $24,847 | $24,739 |
| OAKMARK SELECT | $26,000 | $25,612 |
| HARTFORD WORLD BOND FUND | $28,100 | $27,626 |
| IVA WORLDWIDE FUND | $32,100 | $31,103 |
| JP MORGAN INFLATION MANAGED BOND SELECT | $17,600 | $17,514 |
| MATTHEW ASIAN GROWTH AND INCOME | $16,900 | $16,443 |
| ROBECO BOSTON PRTNS LG | $27,000 | $27,106 |
| RS GLOBAL NATURAL RESOURCES FUND | $15,000 | $10,573 |
| SCHWAB FUNDEMENTAL US LARGE | $41,900 | $44,769 |
| WHITEBOX TACTICAL OPORTUNITIES | $27,000 | $27,135 |
| ABBVIE INC. | $8,498 | $11,256 |
| AEGON NV ADR | $0 | $0 |
| ALTRIA GROUP INC. | $2,611 | $3,794 |
| AMEREN CORP | $5,960 | $8,396 |
| APPLE INC. | $6,363 | $11,480 |
| AT&T | $7,733 | $7,323 |
| BAXTER INTL | $7,622 | $7,622 |
| BCE INC. | $7,731 | $8,025 |
| BRISTOL MYERS SQUIBB CO. | $4,334 | $7,733 |
| CHEVRON CORP | $12,693 | $11,891 |
| CISCO SYS INC | $10,487 | $11,654 |
| DOMINION RES INC | $7,524 | $8,459 |
| DU PONT EL DE NEMOURS & CO. | $5,124 | $7,912 |
| DUKE ENERGY CORP. | $7,621 | $9,524 |
| EDISON INTERNATIONAL | $7,062 | $9,887 |
| FORD MOTOR CO. | $7,721 | $7,278 |
| FREEPORT MCMORAN CP&GLD | $0 | $0 |
| GLAXOSMITHKLINE PLC ADS | $0 | $0 |
| JOHNSON & JOHNSON | $5,445 | $7,634 |
| JP MORGAN CHASE & CO. | $10,750 | $12,516 |
| KIMBERLY CLARK CORP | $2,730 | $3,813 |
| KRAFT FOODS | $6,792 | $8,146 |
| LAMAR ADVERTISING | $7,701 | $7,992 |
| LAS VEGAS SANDS | $3,796 | $3,955 |
| LOCKHEED MARTIN CORP | $5,968 | $12,710 |
| LORILLARD INC. | $0 | $0 |
| LYONDELLBASELL NV | $6,311 | $8,495 |
| MCDONALDS CORP | $7,953 | $7,777 |
| MERCK & CO | $7,254 | $7,383 |
| MICROSOFT CORP | $8,021 | $11,287 |
| NEXTERA ENERGY INC. | $9,951 | $12,011 |
| PAYCHEX INC. | $0 | $0 |
| PFIZER INC. | $10,891 | $12,273 |
| PG&E | $6,849 | $8,731 |
| PHILIP MORRIS INTL. | $12,118 | $11,159 |
| PRUDENTIAL FINANCIAL | $7,852 | $8,232 |
| PPL CORPORATION | $0 | $0 |
| REYNOLDS AMERICAN INC. | $0 | $0 |
| ROYAL DUTCH SHELL PLC | $8,192 | $8,102 |
| SEADRILL LTD | $0 | $0 |
| SEAGATE TECHNOLOGY | $6,849 | $9,177 |
| SEMPRA ENERGY | $9,184 | $11,916 |
| SUN LIFE FINL SVCS CDA INC. | $6,009 | $7,717 |
| TELUS CORP | $6,852 | $7,280 |
| TOTAL S A SPON ADR | $8,419 | $7,270 |
| WELLS FARGO & CO. | $6,632 | $8,333 |
| WILLIAMS CO INC. | $6,987 | $8,224 |
| ISHARES MORTGAGE RE EST CP ETF | $7,514 | $7,307 |
| ISHARES SELECT DIVIDEND ETF | $18,807 | $19,691 |
| ISHARES US TELECOMM ETF | $0 | $0 |
| UTILITIES SEL SECT SPDR FUND | $6,193 | $7,744 |
| VANGUARD DIVIDEND APPRECIATION | $6,049 | $7,710 |
| JP MORGAN ALERIAN MLP INDEX | $190,517 | $209,670 |
| SPDR TRUST SERIES I | $104,393 | $102,770 |
| COLUMBIA ACORN EMERGING MARKETS | $14 | $13 |
| GUGGENHEIM FLOATIG RE STRAT | $70,891 | $69,067 |
| LORD ABB | $101,834 | $100,143 |
| LORD ABBETT SHT DURATION INC | $70,379 | $68,507 |
| NUVEEN SYM FLOATING RT | $204,816 | $199,072 |
| PRINCIPAL PREFERRED SEC A | $102,715 | $100,112 |
| PRUDENTIAL SHT TRM CORP | $67,715 | $65,089 |
| JP MORGAN ALERIAN MLP INDEX | $78,647 | $75,726 |
| ISHARES SELECT DIVIDEND ETF | $121,590 | $133,867 |
| SPDR TRUST SERIES I | $103,989 | $102,770 |
| COLUMBIA ACORN EMERGING MARKETS | $14 | $13 |
| GUGGENHEIM FLOATIG RE STRAT | $50,745 | $49,735 |
| LORD ABBETT SHT DURATION INC | $100,882 | $99,546 |
| NUVEEN SYM FLOATING RT | $50,715 | $49,748 |
| PRINCIPAL PREFERRED SEC A | $99,421 | $99,823 |
| EV FLOATING RATE I | $0 | $0 |
| FIDELITY ADV FLTG RT | $0 | $0 |
| LORD ABBETT SHT DURATION | $0 | $0 |
| PRINCIPAL PREFERRED SEC A | $0 | $0 |
| PRUDENTIAL SHT TRM CORP | $0 | $0 |
| RS FLOATING RATE Y | $0 | $0 |
| APPLE INC. | $0 | $0 |
| BRISTOL MYERS SQUIBB CO. | $0 | $0 |
| JOHNSON & JOHNSON | $0 | $0 |
| KIMBERLY CLARK CORP | $0 | $0 |
| LOCKHEED MARTIN CORP | $0 | $0 |
| MICROSOFT CORP | $0 | $0 |
| PAYCHEX INC. | $0 | $0 |
| SEMPRA ENERGY | $0 | $0 |
| SUN LIFE FINL SVCS CDA INC. | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $1,212 |
| COST BASIS ADJUSTMENT ON DONATED STOCK | $120,819 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $20,685 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,685 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS RECEIPTS | Desc |
| Revenue And Expenses Per Books | $13,600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,600 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS- RETURN OF CAPITAL | Desc |
| Amt | $276 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CALL STANDARD & POORS | $0 | $2,035 |
| CALL STANDARD & POORS | $0 | $1,785 |
| DUE TO PALMER PROPERTIES | $0 | $400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,557 | $2,557 | $0 |
| TAXES | $2,534 | $0 | $0 |
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