2014-08-13T15:08:57-05:00 2013-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2013-01-01 356691822 THE PALMER FAMILY FOUNDATION PALM 3175740621 33 TWINSHORE COURT CARMEL IN 46033 DONALD PALMER OFFICER 3175740621 2014-07-22 1 DAVID A RESNICK P00019231 3175802000 2014-07-22 2013 2015-12-30 17:16:21Z X 2307321 X 143761 46207 46207 33862 314339 33862 9397 9397 233227 89466 0 0 0 2500 0 0 2398 2398 0 14277 14277 0 19175 16675 0 23019 23019 42194 16675 23019 191033 72791 132142 106623 106623 1030087 61361 61361 445158 1628151 2139337 1607387 1796135 2307321 0 0 X 0 0 0 0 1607387 1796135 1607387 1796135 1607387 1796135 1607387 191033 0 1798420 2285 1796135 ARTISAN SMALL CAP VALUE FUND P 2012-01-01 2013-06-26 21393 16183 5210 5210 FIDELITY DIVERSIFIED INT'L FUND P 2012-01-01 2013-02-26 63230 45918 17312 17312 FIDELITY DIVERSIFIED INT'L FUND P 2001-03-12 2013-02-26 19588 13244 6344 6344 DOUBLELINE TOTAL RETURN P 2013-01-03 2013-08-22 80900 84619 -3719 -3719 RS FLOATING RATE Y P 2013-01-03 2013-05-07 15000 14827 173 173 AMERICAN ELECTRIC POWER CO P 2013-01-03 2013-10-17 7394 7508 -114 -114 APOLLO RESIDENTIAL P 2013-01-03 2013-09-06 5454 7805 -2351 -2351 BK MONTREAL P 2013-01-03 2013-08-22 7808 7924 -116 -116 CENTURY LINK P 2013-01-03 2013-12-16 7121 8792 -1671 -1671 DARDEN RESTAURANTS P 2013-01-03 2013-09-23 7377 7554 -177 -177 FIRST ENERGY GROUP P 2013-01-03 2013-12-16 6191 8081 -1890 -1890 INTEL CORP P 2013-01-03 2013-07-19 8465 7864 601 601 KINDER MORGAN INCORP P 2013-01-03 2013-12-16 7059 8004 -945 -945 MERCK & CO INC P 2013-01-03 2013-02-08 6229 5986 243 243 MICROCHIP TECHNOLOGY P 2013-01-03 2013-02-08 5978 5563 415 415 TWO HARBORS INVT CORP P 2013-01-03 2013-09-06 5730 6813 -1083 -1083 VENTAS INC P 2013-01-03 2013-10-17 7386 8106 -720 -720 VERIZON COMMUNICATIONS P 2013-01-03 2013-06-27 8477 7445 1032 1032 XCEL ENERGY P 2013-01-03 2013-06-18 8091 7677 414 414 SILVER BAY REALTY P 2013-04-25 2013-09-16 463 564 -101 -101 CAPITAL GAINS DIVIDENDS P 15005 15005 15005 33862 0 29510 712687 0.041407 61900 718657 0.086133 91108 671399 0.135699 33050 589160 0.056097 46766 871400 0.053668 0.373004 0.074601 1931694 144106 728 144834 23019 1456 0 1456 0 1456 522 1500 2022 566 566 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 1765829 195282 0 1961111 0 0 1961111 29417 1931694 96585 96585 1456 1456 95129 0 95129 0 95129 23019 0 23019 0 23019 95129 0 0 46766 3769 58059 26699 135293 23019 0 0 0 23019 0 72110 72110 63183 0 0 0 0 0 0 0 63183 36484 26699 DONALD L PALMER CAROLYN J PALMER DONALDCAROLYN PALMER 33 TWINSHORE CT CARMEL IN 46033 3178465555 NO SPECIAL FORM. NO SPECIFIC DEADLINES. NO RESTRICTIONS. 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 10000 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 1000 WYCLIFFE BIBLE TRANSLATORS PO BOX 628211 ORLANDO FL 32862 NONE PC GENERAL SUPPORT 10889 23019 0 14 46207 14 9397 18 33862 0 89466 0 89466 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD CAROLYN PALMER 33 TWINSHORE COURT CARMEL IN 46033 143761 X 1 STOCK DONATION WITH COST OF $143,761 AND FAIR MARKET VALUE OF $204,069 204069 2013-12-19 TAX PREPARATION FEES 2500 0 0 DAIMLER CHRYSLER 1 235727 FMI LARGE CAP FUND 22187 27040 VANGUARD INDEX TRUST S&P 500 16428 26582 DODGE & COX STOCK 52365 89757 HARDING LOEVNER EMERGING MARKETS 11700 23251 BARON SMALL CAP FUND 16207 26852 PIMCO TOTAL RETURN FUND 24456 24435 PIMCO COMMODITY REAL RETURN 46000 16188 VIRTUS REAL ESTATE SECURITIES 16817 33354 MAINSTAY LARGE CAP GROWTH 75121 106686 SPARTAN 500 INDEX FD ADVANTAGE 95246 138972 CAUSEWAY INTERNATIONAL VALUE 86818 104833 HUBER CAPITAL SMALL 21393 24849 ABBVIE INC. 7313 8186 AEGON NV ADR 3702 4342 ALTRIA GROUP INC. 7868 9060 AMEREN CORP 7652 8534 APPLE INC. 8137 10659 AT&T 7733 7665 BCE INC. 7731 7576 BRISTOL MYERS SQUIBB CO. 7214 11055 CHEVRON CORP 8436 8869 DU PONT EL DE NEMOURS & CO. 7561 10395 DUKE ENERGY CORP. 7621 7867 EDISON INTERNATIONAL 7061 6991 FORD MOTOR CO. 8046 9212 FREEPORT MCMORAN CP&GLD 8393 9133 GLAXOSMITHKLINE PLC ADS 7965 9557 JOHNSON & JOHNSON 7421 9251 JP MORGAN CHASE & CO. 7798 8714 KIMBERLY CLARK CORP 7526 8879 LOCKHEED MARTIN CORP 7844 12785 LORILLARD INC. 8236 10440 LYONDELLBASELL NV 7457 10035 MICROSOFT CORP 7974 10699 NEXTERA ENERGY INC. 6809 7021 PAYCHEX INC. 7667 10654 PFIZER INC. 7688 8730 PHILIP MORRIS INTL. 7785 7667 PPL CORPORATION 7779 7853 REYNOLDS AMERICAN INC. 7952 9198 ROYAL DUTCH SHELL PLC 8192 8624 SEADRILL LTD 8157 8914 SEMPRA ENERGY 7543 9066 SUN LIFE FINL SVCS CDA INC. 8053 10210 WELLS FARGO & CO. 6631 6901 WILLIAMS CO INC. 7942 8871 ISHARES MORTGAGE RE EST CP ETF 11280 10783 ISHARES SELECT DIVIDEND ETF 6987 7135 ISHARES US TELECOMM ETF 7114 7522 UTILITIES SEL SECT SPDR FUND 6193 6227 VANGUARD DIVIDEND APPRECIATION 8059 9631 JP MORGAN ALERIAN MLP INDEX 190517 211495 EV FLOATING RATE I 57201 57449 FIDELITY ADV FLTG RT 57265 57349 LORD ABBETT SHT DURATION 82010 82186 PRINCIPAL PREFERRED SEC A 171483 159285 PRUDENTIAL SHT TRM CORP 86049 84472 RS FLOATING RATE Y 56604 56779 APPLE INC. 8565 11220 BRISTOL MYERS SQUIBB CO. 17083 27000 JOHNSON & JOHNSON 16590 21890 KIMBERLY CLARK CORP 17029 23817 LOCKHEED MARTIN CORP 16301 26016 MICROSOFT CORP 17000 22820 PAYCHEX INC. 17114 24495 SEMPRA ENERGY 16983 24684 SUN LIFE FINL SVCS CDA INC. 17098 24943 COST BASIS AJDUSTMENT 2285 BROKERAGE FEES 14277 14277 0 INVESTMENTS RECEIPTS 9397 9397 9397 FOREIGN TAXES 2398 2398 0