THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201442259349100789
- Schema version
- 2013v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T15:08:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46033 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD PALMER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3175740621 | PhoneNum |
| Signature | 2014-07-22 | 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 | 2014-07-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,307,321 | 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 | $143,761 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,862 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,397 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,397 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $233,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,466 | 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 | $2,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,398 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,277 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,142 | CashBOYAmt |
| Cash EOY | $106,623 | CashEOYAmt |
| Cash EOYFMV | $106,623 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,030,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,361 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $445,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,628,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,139,337 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,607,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,796,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,307,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,607,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,796,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,607,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,796,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,607,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,796,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,607,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,798,420 | SubtotalAmt |
| Other Decreases | $2,285 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,796,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARTISAN SMALL CAP VALUE FUND | P | 2012-01-01 | 2013-06-26 | $21,393 | $16,183 | $5,210 | $5,210 |
| FIDELITY DIVERSIFIED INT'L FUND | P | 2012-01-01 | 2013-02-26 | $63,230 | $45,918 | $17,312 | $17,312 |
| FIDELITY DIVERSIFIED INT'L FUND | P | 2001-03-12 | 2013-02-26 | $19,588 | $13,244 | $6,344 | $6,344 |
| DOUBLELINE TOTAL RETURN | P | 2013-01-03 | 2013-08-22 | $80,900 | $84,619 | -$3,719 | -$3,719 |
| RS FLOATING RATE Y | P | 2013-01-03 | 2013-05-07 | $15,000 | $14,827 | $173 | $173 |
| AMERICAN ELECTRIC POWER CO | P | 2013-01-03 | 2013-10-17 | $7,394 | $7,508 | -$114 | -$114 |
| APOLLO RESIDENTIAL | P | 2013-01-03 | 2013-09-06 | $5,454 | $7,805 | -$2,351 | -$2,351 |
| BK MONTREAL | P | 2013-01-03 | 2013-08-22 | $7,808 | $7,924 | -$116 | -$116 |
| CENTURY LINK | P | 2013-01-03 | 2013-12-16 | $7,121 | $8,792 | -$1,671 | -$1,671 |
| DARDEN RESTAURANTS | P | 2013-01-03 | 2013-09-23 | $7,377 | $7,554 | -$177 | -$177 |
| FIRST ENERGY GROUP | P | 2013-01-03 | 2013-12-16 | $6,191 | $8,081 | -$1,890 | -$1,890 |
| INTEL CORP | P | 2013-01-03 | 2013-07-19 | $8,465 | $7,864 | $601 | $601 |
| KINDER MORGAN INCORP | P | 2013-01-03 | 2013-12-16 | $7,059 | $8,004 | -$945 | -$945 |
| MERCK & CO INC | P | 2013-01-03 | 2013-02-08 | $6,229 | $5,986 | $243 | $243 |
| MICROCHIP TECHNOLOGY | P | 2013-01-03 | 2013-02-08 | $5,978 | $5,563 | $415 | $415 |
| TWO HARBORS INVT CORP | P | 2013-01-03 | 2013-09-06 | $5,730 | $6,813 | -$1,083 | -$1,083 |
| VENTAS INC | P | 2013-01-03 | 2013-10-17 | $7,386 | $8,106 | -$720 | -$720 |
| VERIZON COMMUNICATIONS | P | 2013-01-03 | 2013-06-27 | $8,477 | $7,445 | $1,032 | $1,032 |
| XCEL ENERGY | P | 2013-01-03 | 2013-06-18 | $8,091 | $7,677 | $414 | $414 |
| SILVER BAY REALTY | P | 2013-04-25 | 2013-09-16 | $463 | $564 | -$101 | -$101 |
| CAPITAL GAINS DIVIDENDS | P | $15,005 | $15,005 | $15,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,862 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,510 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $712,687 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041407 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $718,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086133 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,108 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $671,399 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135699 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $589,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056097 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $871,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053668 | DistributionYr5Rt |
| Total Distribution | 0.373004 | TotalDistributionRt |
| Average Distribution | 0.074601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,931,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $144,106 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,834 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,019 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $522 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,022 | TotalPaymentsAndCreditsAmt |
| Overpayment | $566 | OverpaymentAmt |
| Applied To ES Tax | $566 | 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 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46033 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,765,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,961,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,961,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,931,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,456 | TotalTaxAmt |
| Distributable Before Adj | $95,129 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,129 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,129 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,019 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,129 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,766 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,769 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,059 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,699 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $135,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $72,110 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $72,110 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,183 | 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 | $63,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,484 | ExcessFromYear3Amt |
| Excess From Year2 | $26,699 | ExcessFromYear2Amt |
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 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46033 | ZIPCode |
| 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| INDIANA GRANTMAKERS ALLIANCE | ||||||||
| 1100 SYMPHONY CENTRE 32 E WASHINGTO | ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $630 |
| NATIONAL ENTREPRENEURSHIP FOUNDATION | ||||||||
| 1213 SOUTH HIGH ST | BLOOMINGTON | IL | 47401 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEWDAY RECOVERY | ||||||||
| PO BOX 407 | ZIONSVILLE | IN | 46077 | NONE | PC | GENERAL SUPPORT | $500 | |
| UNITED WAY | ||||||||
| 3901 N MERIDIAN | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WYCLIFFE BIBLE TRANSLATORS | ||||||||
| PO BOX 628211 | ORLANDO | FL | 32862 | NONE | PC | GENERAL SUPPORT | $10,889 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,019 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,207 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $89,466 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,466 | 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 CAROLYN PALMER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 TWINSHORE COURT | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $143,761 | 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 $143,761 AND FAIR MARKET VALUE OF $204,069 | NoncashPropertyDesc |
| Fair Market Value | $204,069 | FairMarketValueAmt |
| Received | 2013-12-19 | 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 (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAIMLER CHRYSLER | $1 | $235,727 |
| FMI LARGE CAP FUND | $22,187 | $27,040 |
| VANGUARD INDEX TRUST S&P 500 | $16,428 | $26,582 |
| DODGE & COX STOCK | $52,365 | $89,757 |
| HARDING LOEVNER EMERGING MARKETS | $11,700 | $23,251 |
| BARON SMALL CAP FUND | $16,207 | $26,852 |
| PIMCO TOTAL RETURN FUND | $24,456 | $24,435 |
| PIMCO COMMODITY REAL RETURN | $46,000 | $16,188 |
| VIRTUS REAL ESTATE SECURITIES | $16,817 | $33,354 |
| MAINSTAY LARGE CAP GROWTH | $75,121 | $106,686 |
| SPARTAN 500 INDEX FD ADVANTAGE | $95,246 | $138,972 |
| CAUSEWAY INTERNATIONAL VALUE | $86,818 | $104,833 |
| HUBER CAPITAL SMALL | $21,393 | $24,849 |
| ABBVIE INC. | $7,313 | $8,186 |
| AEGON NV ADR | $3,702 | $4,342 |
| ALTRIA GROUP INC. | $7,868 | $9,060 |
| AMEREN CORP | $7,652 | $8,534 |
| APPLE INC. | $8,137 | $10,659 |
| AT&T | $7,733 | $7,665 |
| BCE INC. | $7,731 | $7,576 |
| BRISTOL MYERS SQUIBB CO. | $7,214 | $11,055 |
| CHEVRON CORP | $8,436 | $8,869 |
| DU PONT EL DE NEMOURS & CO. | $7,561 | $10,395 |
| DUKE ENERGY CORP. | $7,621 | $7,867 |
| EDISON INTERNATIONAL | $7,061 | $6,991 |
| FORD MOTOR CO. | $8,046 | $9,212 |
| FREEPORT MCMORAN CP&GLD | $8,393 | $9,133 |
| GLAXOSMITHKLINE PLC ADS | $7,965 | $9,557 |
| JOHNSON & JOHNSON | $7,421 | $9,251 |
| JP MORGAN CHASE & CO. | $7,798 | $8,714 |
| KIMBERLY CLARK CORP | $7,526 | $8,879 |
| LOCKHEED MARTIN CORP | $7,844 | $12,785 |
| LORILLARD INC. | $8,236 | $10,440 |
| LYONDELLBASELL NV | $7,457 | $10,035 |
| MICROSOFT CORP | $7,974 | $10,699 |
| NEXTERA ENERGY INC. | $6,809 | $7,021 |
| PAYCHEX INC. | $7,667 | $10,654 |
| PFIZER INC. | $7,688 | $8,730 |
| PHILIP MORRIS INTL. | $7,785 | $7,667 |
| PPL CORPORATION | $7,779 | $7,853 |
| REYNOLDS AMERICAN INC. | $7,952 | $9,198 |
| ROYAL DUTCH SHELL PLC | $8,192 | $8,624 |
| SEADRILL LTD | $8,157 | $8,914 |
| SEMPRA ENERGY | $7,543 | $9,066 |
| SUN LIFE FINL SVCS CDA INC. | $8,053 | $10,210 |
| WELLS FARGO & CO. | $6,631 | $6,901 |
| WILLIAMS CO INC. | $7,942 | $8,871 |
| ISHARES MORTGAGE RE EST CP ETF | $11,280 | $10,783 |
| ISHARES SELECT DIVIDEND ETF | $6,987 | $7,135 |
| ISHARES US TELECOMM ETF | $7,114 | $7,522 |
| UTILITIES SEL SECT SPDR FUND | $6,193 | $6,227 |
| VANGUARD DIVIDEND APPRECIATION | $8,059 | $9,631 |
| JP MORGAN ALERIAN MLP INDEX | $190,517 | $211,495 |
| EV FLOATING RATE I | $57,201 | $57,449 |
| FIDELITY ADV FLTG RT | $57,265 | $57,349 |
| LORD ABBETT SHT DURATION | $82,010 | $82,186 |
| PRINCIPAL PREFERRED SEC A | $171,483 | $159,285 |
| PRUDENTIAL SHT TRM CORP | $86,049 | $84,472 |
| RS FLOATING RATE Y | $56,604 | $56,779 |
| APPLE INC. | $8,565 | $11,220 |
| BRISTOL MYERS SQUIBB CO. | $17,083 | $27,000 |
| JOHNSON & JOHNSON | $16,590 | $21,890 |
| KIMBERLY CLARK CORP | $17,029 | $23,817 |
| LOCKHEED MARTIN CORP | $16,301 | $26,016 |
| MICROSOFT CORP | $17,000 | $22,820 |
| PAYCHEX INC. | $17,114 | $24,495 |
| SEMPRA ENERGY | $16,983 | $24,684 |
| SUN LIFE FINL SVCS CDA INC. | $17,098 | $24,943 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST BASIS AJDUSTMENT | Description |
| Amount | $2,285 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $14,277 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,277 | 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 | $9,397 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,397 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,398 | Amt |
| Net Investment Income | $2,398 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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