THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201133159349100003
- Schema version
- 2010v3.4
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T08:13:37-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 44972 | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462440972 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 3176394121 | 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 L PALMER | Name |
| Title | DONOR | Title |
| Date Signed | 2011-11-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 733391 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 10348 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10348 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 45625 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 57326 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 45625 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 65973 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55973 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Expenses Rev And Expnss | 4235 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3910 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 325 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4235 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3910 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 325 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90783 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90783 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95018 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3910 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 91108 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -29045 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 52063 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2933 | CashBOY |
| Cash EOY | 2074 | CashEOY |
| Cash EOYFMV | 2074 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 28939 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12451 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12451 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 474106 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 462408 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 718866 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 505978 | TotalAssetsBOY |
| Total Assets EOY | 476933 | TotalAssetsEOY |
| Total Assets EOYFMV | 733391 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 505978 | RetainedEarningsBOY |
| Retained Earnings EOY | 476933 | RetainedEarningsEOY |
| Total Net Assets BOY | 505978 | TotalNetAssetsBOY |
| Total Net Assets EOY | 476933 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 505978 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 476933 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 505978 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -29045 | ExcessOfRevenueOverExpenses |
| Subtotal | 476933 | Subtotal |
| Total Net Assets Fund Balances EOY | 476933 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| ARTISAN SMALL CAP VALUE FUND | 2010-12-06 | 6000 | 4011 | 1989 | 1989 |
| SHS BARON SMALL CAP FUND | 2010-12-06 | 5500 | 4986 | 514 | 514 |
| SHS AMER FUNDS GROWTH FND AMER | 2010-09-28 | 2500 | 2012 | 488 | 488 |
| SHS FIDELITY DIVERS INTL FUND | 81 | 0 | 81 | 81 | |
| DAIMLER CHRYSLER - 822 SHARES | 2010-07-09 | 43245 | 692 | 42553 | 42553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 45625 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33050 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 589160 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056097 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46766 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 871400 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053668 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 147107 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1013089 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.145206 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 57858 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 870293 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.066481 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 57052 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 789091 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.072301 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.393753 | TotalDistributionRatio |
| Average Distribution Ratio | 0.078751 | AverageDistributionRatio |
| Net Noncharitable Assets | 671399 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 52873 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 521 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 53394 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 91108 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 521 | InvestmentIncomeExciseTax |
| Subtotal | 521 | Subtotal |
| Tax Based On Investment Income | 521 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 542 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 542 | TotalCreditsAndPayments |
| Overpayment | 21 | Overpayment |
| Amount Credited To Next Year | 21 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY L CURRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3172478421 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 SOUTH HOLT RD | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46241 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 0 | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 | 0.5 | 0 | 0 | 0 |
| M ELAINE PALMER | ||||||||
| 7965 WESTFIELD ROAD | INDIANAPOLIS | IN | 46240 | DIRECTOR | 0.5 | 0 | 0 | 0 |
| DONALD L PALMER | ||||||||
| 33 TWINSHORE COURT | CARMEL | IN | 46032 | DIRECTOR | 0.5 | 0 | 0 | 0 |
| CAROLYN J PALMER | ||||||||
| 33 TWINSHORE COURT | CARMEL | IN | 46032 | DIRECTOR | 0.5 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 655231 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26392 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 681623 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 681623 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10224 | CashDeemedCharitable |
| Net Noncharitable Assets | 671399 | NetNoncharitableAssets |
| Minimum Investment Return | 33570 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33570 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 521 | TaxBasedOnInvestmentIncome |
| Total Tax | 521 | TotalTax |
| Distributable Amount Before Adj | 33049 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 33049 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 33049 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 91108 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 91108 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 521 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 90587 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33049 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 59619 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 46766 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3769 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 110154 | TotalExcessDistriCarryover |
| Qualifying Distributions | 91108 | QualifyingDistributions |
| Applied To Current Year | 33049 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 58059 | RemainingDistriFromCorpus |
| Total Corpus | 168213 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 168213 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 59619 | ExcessFromYear3 |
| Excess From Year2 | 46766 | ExcessFromYear2 |
| Excess From Year1 | 3769 | ExcessFromYear1 |
| Excess From Current Year | 58059 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD L PALMER | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Don or Carolyn 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Riverview Hospital | |||||||
| 395 WESTFIELD ROAD | NOBLESVILLE | IN | 460601425 | None | 170(b)(1)(A)(iii) | General Support | $7,000 |
| Purdue Foundation | |||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 479060000 | None | 509(a)(3), Type I | General Support | $45,000 |
| Community Caring and Sharing | |||||||
| 2830 S Holt Rd | Indianapolis | IN | 46241 | None | 170(b)(1)(A)(i) | General Support | $10,000 |
| Crossroads Bible Church | |||||||
| 601 N Shortridge Rd | Indianapolis | IN | 46219 | None | 170(b)(1)(A)(i) | General Support | $720 |
| Workforce Inc | |||||||
| 754 N Sherman Dr | Indianapolis | IN | 46201 | None | 170(b)(1)(A)(vi) | General Support | $400 |
| Armonia US Inc | |||||||
| 200 S Orange Ave Ste 2600 | Orange | FL | 32801 | None | 170(b)(1)(A)(vi) | General Support | $11,000 |
| Indiana Christian Foundation | |||||||
| 8445 Keystone Crossing Blvd Ste 200 | Indianapolis | IN | 46240 | None | Private Foundation | General Support | $913 |
| Indiana Youth Institute | |||||||
| 603 East Washington StSte 800 | Indianapolis | IN | 46204 | None | 170(b)(1)(A)(vi) | General Support | $1,500 |
| Oaks Academy | |||||||
| 2301 N Park Ave | Indianapolis | IN | 46205 | None | 170(b)(1)(A)(ii) | Zach Fisher Memorial Science Room | $2,500 |
| Wycliffe Bible Translators | |||||||
| PO Box 628200 | Orlando | FL | 328628200 | None | 170(b)(1)(A)(i) | Joshua Harber | $2,500 |
| Marian University | |||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | None | 170(b)(1)(A)(ii) | Orissa Persecution Benevolence | $2,000 |
| Empart USA | |||||||
| 6225 Atascadero Ave | Atascadero | CA | 93422 | None | 170(b)(1)(A)(vi) | General Support | $6,250 |
| Empart USA | |||||||
| 6225 Atascadero Ave | Atascadero | CA | 93422 | None | 170(b)(1)(A)(vi) | Technology matching grant | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90783 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,348 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $45,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,973 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 55973 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | PALMER DODGE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4343 WEST 38TH STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DAIMLER CHRYSLER | 2286 | 183276 |
| COLUMBIA VALUE AND | ||
| RESTRUCTURING | 21523 | 30549 |
| FIDELITY DIVERSIFIED INTL | 66323 | 93069 |
| VANGUARD INDEX TRUST S&P 500 | 16428 | 18074 |
| ARTISAN SML CAP VALUE | 16183 | 21304 |
| AMERICAN FUNDS GROWTH FUND | 54997 | 75072 |
| DODGE & COX STOCK | 52365 | 57276 |
| FIDELITY SPARTAN US EQUITY | ||
| ADV CLS | 75115 | 74381 |
| FIDELITY SPARTAN 500 INDEX FND | 24486 | 26108 |
| HARDING LOEVNER EMERGING MKTS | 11700 | 24696 |
| TRENDSTAR SMALL CAP FUND | 12575 | 10988 |
| BARON SMALL CAP FUND | 16207 | 18206 |
| PIMCO TOTAL RETURN FUND | 29404 | 29829 |
| PIMCO COMMODITY REAL RETURN | 46000 | 27394 |
| VIRTUS REAL ESTATE SECURITIES | 16816 | 28644 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 3910 | 3910 | |
| INDIANA GRANTMAKERS ALLIANCE | 325 | 325 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory |
|---|
| FOREIGN TAXES PAID |
| 2007 EXCISE TAXES |
| 2009 ESTIMATED TAXES |
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