THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-07
- IRS object ID
- 201223129349100402
- Schema version
- 2011v1.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-07T08:05:56-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352123203 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356691822 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PALMER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PALM | NameControl |
| Phone | 3175740621 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 TWINSHORE COURT | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD PALMER | Name |
| Title | OFFICER | Title |
| Phone | 3175740621 | Phone |
| Date Signed | 2012-10-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A RESNICK | Name |
| PTIN | P00019231 | PTIN |
| Phone | 3175802000 | Phone |
| Date Prepared | 2012-10-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 613768 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 42500 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 20461 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20461 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 25099 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 120550 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 25099 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 100 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 88160 | TotalRevenueAndExpenses |
| Total Net Investment Income | 45560 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 11200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 300 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2034 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2034 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7324 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6944 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20858 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8978 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 61900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 61900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 82758 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8978 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5402 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36582 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2074 | CashBOY |
| Cash EOY | 19475 | CashEOY |
| Cash EOYFMV | 19475 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 12451 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 20782 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 20782 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 462408 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 442078 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 573511 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 476933 | TotalAssetsBOY |
| Total Assets EOY | 482335 | TotalAssetsEOY |
| Total Assets EOYFMV | 613768 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 476933 | RetainedEarningsBOY |
| Retained Earnings EOY | 482335 | RetainedEarningsEOY |
| Total Net Assets BOY | 476933 | TotalNetAssetsBOY |
| Total Net Assets EOY | 482335 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 476933 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 482335 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 476933 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5402 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 482335 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 482335 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| AMERICAN FUNDS GROWTH FUND OF AMERICA | P | 2010-01-01 | 2011-06-15 | 80121 | 59944 | 20177 | 20177 |
| COLUMBIA VALUE AND RESTRUCTURING FUND | P | 2001-03-12 | 2011-10-03 | 8300 | 6916 | 1384 | 1384 |
| FIDELITY DIVERSIFIED INTERNATIONAL FUND | P | 2001-03-12 | 2011-10-03 | 8400 | 7161 | 1239 | 1239 |
| FIDELITY SPARTAN US EQUITY ADVANTAGE | P | 2001-03-12 | 2011-10-03 | 8300 | 8855 | -555 | -555 |
| SCOUT TRENDSTAR SMALL CAP | P | 2004-10-21 | 2011-05-09 | 12002 | 12575 | -573 | -573 |
| OXFORD - CAPITAL GAINS | P | 2011-01-01 | 2011-12-31 | 3427 | 3427 | 3427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 25099 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 91108 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 671399 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135699 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 589160 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056097 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 871400 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053668 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 147107 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1013089 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.145206 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 57858 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 870293 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066481 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.457151 | TotalDistributionRatio |
| Average Distribution Ratio | 0.091430 | AverageDistributionRatio |
| Net Noncharitable Assets | 718657 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 65707 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 366 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 66073 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 61900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 732 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 732 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 732 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 350 | TaxPaidWithExtension |
| Total Credits And Payments | 371 | TotalCreditsAndPayments |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Tax Due | 373 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JEFFREY L CURRY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3175740621 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 SOUTH HOLT ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46241 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 46032 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| CAROLYN J PALMER | ||||||||
| 33 TWINSHORE COURT | CARMEL | IN | 46032 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 690102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 39499 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 729601 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 729601 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10944 | CashDeemedCharitable |
| Net Noncharitable Assets | 718657 | NetNoncharitableAssets |
| Minimum Investment Return | 35933 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35933 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 732 | TaxBasedOnInvestmentIncome |
| Total Tax | 732 | TotalTax |
| Distributable Amount Before Adj | 35201 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 35201 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 35201 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61900 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 61900 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 61900 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35201 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 59619 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 46766 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3769 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 58059 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 168213 | TotalExcessDistriCarryover |
| Qualifying Distributions | 61900 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 35201 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 26699 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 194912 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 194912 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 59619 | ExcessFromYear4 |
| Excess From Year3 | 46766 | ExcessFromYear3 |
| Excess From Year2 | 3769 | ExcessFromYear2 |
| Excess From Year1 | 58059 | ExcessFromYear1 |
| Excess From Current Year | 26699 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD L PALMER | ContributingManager |
| Contributing Manager | CAROLYN J PALMER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DONALDCAROLYN PALMER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 EAST 96TH STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3178465555 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIAL FORM. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SPECIFIC DEADLINES. | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANCHORS AWAYROCK ORGANIZATION INC | |||||||
| 13232 OLD MERIDIAN ST | CARMEL | IN | 46032 | NONE | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | NONE | 170(B)(1)(A)(II) | GENERAL SUPPORT | $27,000 |
| COMMUNITY CHARING AND SHARING INC | |||||||
| 2830 S HOLT RD | INDIANAPOLIS | IN | 46241 | NONE | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 |
| HOOSIER SALON | |||||||
| 714 E 65TH ST | INDIANAPOLIS | IN | 46220 | NONE | 509(A)(2) | GENERAL SUPPORT | $400 |
| INDIANA YOUTH INSTITUTE | |||||||
| 603 EAST WASHINGTON ST STE 800 | INDIANAPOLIS | IN | 46204 | NONE | 509(A)(3) | GENERAL SUPPORT | $800 |
| NATIONAL ENTREPRENEURSHIP FOUNDATION | |||||||
| 1213 SOUTH HIGH ST | BLOOMINGTON | IN | 47401 | NONE | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $400 |
| OPPORTUNITY INTERNATIONAL | |||||||
| PO BOX 3695 | OAK BROOK | IL | 60522 | NONE | 509(A)(1) | GENERAL SUPPORT | $5,000 |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 7700 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | NONE | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $3,000 |
| SHEPHERD COMMUNITY TECH BAND | |||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | 509(A)(1) | TECH BAND | $5,000 |
| THE VIEWFINDER PROJECT | |||||||
| 6900 GRAY RD | INDIANAPOLIS | IN | 46237 | NONE | 509(A)(2) | GENERAL SUPPORT | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 61900 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,461 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $25,099 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $100 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $45,660 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 45660 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DONALD CAROLYN PALMER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 TWINSHORE COURT | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 42500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $11,200 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DAIMLER CHRYSLER | 2286 | 118948 |
| COLUMBIA VALUE AND RESTRUCTURING | 14607 | 17200 |
| FIDELITY DIVERSIFIED INTL | 59162 | 69845 |
| VANGUARD INDEX TRUST S&P 500 | 16428 | 18068 |
| ARTISAN SML CAP VALUE | 16183 | 18864 |
| AMERICAN FUNDS GROWTH FUND | 0 | 0 |
| DODGE & COX STOCK | 52365 | 54023 |
| FIDELITY SPARTAN US EQUITY ADV CLS | 75115 | 91067 |
| FIDELITY SPARTAN 500 INDEX FUND | 15631 | 0 |
| HARDING LOEVNER EMERGING MARKETS | 11700 | 20200 |
| SCOUT TRENDSTAR SMALL CAP FUND | 0 | 0 |
| BARON SMALL CAP FUND | 16207 | 17596 |
| PIMCO TOTAL RETURN FUND | 24456 | 24847 |
| PIMCO COMMODITY REAL RETURN | 46000 | 19285 |
| VIRTUS REAL ESTATE SECURITIES | 16817 | 31112 |
| MAINSTAY LARGE CAP GROWTH | 75121 | 72456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 6944 | 6944 | 0 |
| OTHER EXPENSES | 380 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 100 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $2,034 | Amount |
| Net Investment Income | 2034 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments