THE PALMER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE PALMER FAMILY FOUNDATION (EIN 35-6691822)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349101770
- Schema version
- 2025v4.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T09:43:16-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921420131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 RIVER CROSSING PKWY STE 100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 3175900159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2410 LONDONBERRY BLVD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460328219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD L PALMER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3175900159 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSIE M KEATON | PreparerPersonNm |
| PTIN | P00765420 | PTIN |
| Phone | 3174722200 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,494,345 | 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 | $225,573 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $972,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,634 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $460,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,478 | 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 | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,952 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,952 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $287,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $287,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163,345 | CashBOYAmt |
| Cash EOY | $163,663 | CashEOYAmt |
| Cash EOYFMV | $163,663 | CashEOYFMVAmt |
| US Government Obligations BOY | $474,922 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $475,882 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $476,107 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,330,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,337,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,139,579 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $676,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $681,748 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $714,996 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,645,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,658,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,494,345 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,827 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,221 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,827 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,221 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,619,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,632,115 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,619,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,632,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,645,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,658,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,619,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,549 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,782 | OtherIncreasesAmt |
| Subtotal | $4,753,575 | SubtotalAmt |
| Other Decreases | $121,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,632,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| RJ 2658 | P | 2025-07-01 | 2025-12-31 | $11,282 | $11,282 | $11,282 | |
| RJ 6406 | P | 2025-07-01 | 2025-12-31 | $3,211 | $94 | $94 | $3,117 |
| RJ 7637 | P | 2025-07-01 | 2025-12-31 | -$57,545 | -$57,545 | $57,545 | |
| RJ 9158 | P | 2025-07-01 | 2025-12-31 | $20,384 | $1,638 | $1,638 | $18,746 |
| RJ K995 | P | 2025-07-01 | 2025-12-31 | $1,852 | $88 | $88 | $1,764 |
| RJ L675 | P | 2025-07-01 | 2025-12-31 | $105,536 | $4,149 | $4,149 | $101,387 |
| RJ W112 | P | 2025-07-01 | 2025-12-31 | $2,949 | $617 | $617 | $2,332 |
| RJ Y127 | P | 2025-07-01 | 2025-12-31 | -$13,131 | -$13,131 | $13,131 | |
| RJ Y511 | P | 2025-07-01 | 2025-12-31 | $22,508 | $240 | $240 | $22,268 |
| RJ 6406 | P | 2024-07-01 | 2025-12-31 | $13,271 | -$1,018 | -$1,018 | $14,289 |
| RJ 7637 | P | 2024-07-01 | 2025-12-31 | $59,704 | $19,995 | $19,995 | $39,709 |
| RJ 9158 | P | 2024-07-01 | 2025-12-31 | $102,234 | $14,672 | $14,672 | $87,562 |
| RJ F015 | P | 2024-07-01 | 2025-12-31 | $3,459 | $2,230 | $2,230 | $1,229 |
| RJ K995 | P | 2024-07-01 | 2025-12-31 | $76,131 | -$9,039 | -$9,039 | $85,170 |
| RJ L675 | P | 2024-07-01 | 2025-12-31 | $209,927 | $20,846 | $20,846 | $189,081 |
| RJ M553 | P | 2024-07-01 | 2025-12-31 | $10,882 | -$3,896 | -$3,896 | $14,778 |
| RJ W112 | P | 2024-07-01 | 2025-12-31 | $75,540 | $32,810 | $32,810 | $42,730 |
| RJ Y127 | P | 2024-07-01 | 2025-12-31 | $32,738 | $22,217 | $22,217 | $10,521 |
| RJ Y511 | P | 2024-07-01 | 2025-12-31 | $192,437 | -$10,511 | -$10,511 | $202,948 |
| RJ F015 | P | 2024-07-01 | 2025-12-31 | $23,284 | $13,386 | $13,386 | $9,898 |
| RJ F015 | P | 2024-07-01 | 2025-12-31 | $252 | $252 | $252 | |
| RJ W112 | P | 2024-07-01 | 2025-12-31 | $4,913 | $2,817 | $2,817 | $2,096 |
| RJ W112 | P | 2024-07-01 | 2025-12-31 | $441 | $441 | $441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,634 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $654 | OverpaymentAmt |
| Applied To ES Tax | $654 | 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 | 3175900159 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2410 LONDONBERRY BLVD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD PALMER | ||||||||
| 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROLYN PALMER | ||||||||
| 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| M ELAINE PALMER | ||||||||
| 7965 WESTFIELD ROAD | INDIANAPOLIS | IN | 46240 | 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 | $5,961,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,107,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,107,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,015,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,746 | TotalTaxAmt |
| Distributable Before Adj | $298,053 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,053 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,053 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $198,614 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $198,614 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,986 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $206,067 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
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 | 2410 LONDONBERRY BLVD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3175900159 | 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF INDIANAPOLIS | ||||||||
| 1500 E MICHIGAN STREET 8 | INDIANAPOLIS | IN | 46201 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| APPRENTICE UNIVERSITY FOUNDATION INC (VERITCAL IMMERSIVE) | ||||||||
| 34 W WOODSAGE CT | WESTFIELD | IN | 46074 | NO RELATION | PC | GENERAL FUND | $2,500 | |
| BEN'S RANCH FOUNDATION INC | ||||||||
| PO BOX 3952 | CARMEL | IN | 46082 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| BETHEL CHURCH | ||||||||
| BETHEL CHURCH | NOBLESVILLE | IN | 46060 | NO RELATION | PC | GENERAL FUND | $9,000 | |
| BRIGHT HOPE INTERNATIONAL | ||||||||
| 33 W HIGGINS RD 620 | SOUTH BARRINGTON | IL | 60010 | NO RELATION | PC | GENERAL FUND | $10,000 | |
| CAMPTOWN | ||||||||
| 7998 GEORGETOWN ROAD | INDIANAPOLIS | IN | 46268 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| CIRCLE CITY PREPARATORY INC | ||||||||
| 4002 N FRANKLIN RD | INDIANAPOLIS | IN | 46226 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| CMF INTERNATIONAL | ||||||||
| PO BOX 501020 | INDIANAPOLIS | IN | 46250 | NO RELATION | PC | GENERAL FUND | $6,000 | |
| CONSERVATION LAW CENTER | ||||||||
| 116 SOUTH INDIANA | BLOOMINGTON | IN | 47408 | NO RELATION | PC | GENERAL FUND | $750 | |
| DOWN BUT NOT OUT | ||||||||
| 1145 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| EDIFY | ||||||||
| 8825 AERO DRIVE | SAN DIEGO | CA | 92123 | NO RELATION | PC | GENERAL FUND | $4,000 | |
| ELEVATE INDIANAPOLIS | ||||||||
| PO BOX 441456 | INDIANAPOLIS | IN | 46201 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| FAITHTECH | ||||||||
| 3035 SE 16TH ST | NORTH BEND | WA | 98045 | NO RELATION | PC | GENERAL FUND | $3,000 | |
| FCA CENTRAL INDIANA | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NO RELATION | PC | GENERAL FUND | $500 | |
| GLOBAL FAITH & WORK MOVEMENT | ||||||||
| PO BOX 1853 | MOUNTAIN VIEW | CA | 94042 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA | ||||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | NO RELATION | PC | GENERAL FUND | $6,500 | |
| GRIT AND GRACE PROJECT INC | ||||||||
| PO BOX 247 | ESTERO | FL | 33929 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| HARRISON CENTER | ||||||||
| 1505 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NO RELATION | PC | GENERAL FUND | $1,500 | |
| HEART CHANGE MINISTRIES | ||||||||
| 1405 N TUXEDO STREET | INDIANAPOLIS | IN | 46201 | NO RELATION | PC | GENERAL FUND | $10,000 | |
| HOPE INTERNATIONAL | ||||||||
| 227 GRANITE RUN DRIVE | LANCASTER | PA | 17601 | NO RELATION | PC | GENERAL FUND | $6,000 | |
| INDIANAPOLIS THEOLOGICAL SEMINARY | ||||||||
| 8601 HAGUE ROAD | INDIANAPOLIS | IN | 46256 | NO RELATION | PC | GENERAL FUND | $500 | |
| JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION DBA RILEY CHILDREN'S ENDOWMENT | ||||||||
| 500 N MERIDIAN ST STE 100 | INDIANAPOLIS | IN | 46204 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| JANUS DEVELOPMENTAL SERVICES | ||||||||
| 1555 WESTFIELD ROAD | NOBLESVILLE | IN | 46062 | NO RELATION | PC | GENERAL FUND | $3,000 | |
| JUSTICE VENTURES INTERNATIONAL | ||||||||
| 14500 NEW HAMPSHIRE AVENUE | SILVER SPRING | MD | 20904 | NO RELATION | PC | GENERAL FUND | $6,000 | |
| KANAKUK MINISTRIES | ||||||||
| 1353 LAKE SHORE DRIVE | BRANSON | MO | 65616 | NO RELATION | PC | GENERAL FUND | $3,000 | |
| KIDS ALIVE INTERNATIONAL INC | ||||||||
| PO BOX 528 | ALPHARETTA | GA | 300090528 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| KIPP INDY | ||||||||
| 1740 E 30TH STREET | INDIANAPOLIS | IN | 46218 | NO RELATION | PC | GENERAL FUND | $6,000 | |
| LIFESONG FOR ORPHANS | ||||||||
| PO BOX 9 | GRIDLEY | IL | 61744 | NO RELATION | PC | GENERAL FUND | $500 | |
| LITTLE RED DOOR CANCER AGENCY | ||||||||
| 1801 N MERIDAN STREET | INDIANAPOLIS | IN | 46202 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| LOVE JUSTICE INTERNATIONAL | ||||||||
| PO BOX 67195 | LINCOLN | NE | 68506 | NO RELATION | PC | GENERAL FUND | $2,000 | |
| LUMITY | ||||||||
| 1132 S WABASH AVE STE 504 | CHICAGO | IL | 60605 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| MARIAN UNIVERSITY | ||||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| MIDWEST FOOD BANK | ||||||||
| 6450 S BELMONT ST | INDIANAPOLIS | IN | 46033 | NO RELATION | PC | GENERAL FUNDGENERAL FUND | $2,500 | |
| MISSION TO UKRAINE | ||||||||
| PO BOX 1214 | NOBLESVILLE | IN | 46062 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| NATIONAL CHRISITAN FOUNDATION | ||||||||
| 70 EAST 91ST STREET | INDIANAPOLIS | IN | 46240 | NO RELATION | PC | GENERAL FUND | $10,000 | |
| OPPORTUNITY INTERNATIONAL | ||||||||
| 550 W VAN BUREN ST | CHICAGO | IL | 60607 | NO RELATION | PC | GENERAL FUND | $7,500 | |
| ORBIS MINISTRIES INC | ||||||||
| 5865 RIDGEWAY CENTER PARKWAY SUITE | MEMPHIS | TN | 38120 | NO RELATION | PC | GENERAL FUND | $3,000 | 389 |
| P30 INC | ||||||||
| 3049 N POST ROAD | INDIANAPOLIS | IN | 46226 | NO RELATION | PC | GENERAL FUND | $2,500 | |
| PLANT WITH PURPOSE | ||||||||
| 4747 MORENA BLVD STE 100 | SAN DIEGO | CA | 92117 | NO RELATION | PC | GENERAL FUND | $6,000 | |
| PROVIDENCE CRISTO REY HIGH SCHOOL | ||||||||
| 75 N BELLEVIEW PL | INDIANAPOLIS | IN | 46222 | NO RELATION | PC | GENERAL FUND | $750 | |
| PURDUE RESEARCH FOUNDATION | ||||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 47906 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| PURPOSEFUL-DESIGN | ||||||||
| 1710 JENKINS AVE | INDIANAPOLIS | IN | 46218 | NO RELATION | PC | GENERAL FUND | $5,500 | |
| RALLY FOUNDATION INC | ||||||||
| 5775 GLENRIDGE DRIVE BLDG B 370 | ATLANTA | GA | 30328 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| REDEEM INTERNATIONAL | ||||||||
| PO BOX 2991 | MERRIFELD | VA | 22116 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| SAGAMORE INSTITUTE | ||||||||
| 6151 CENTRAL AVE | INDIANAPOLIS | IN | 46220 | NO RELATION | PC | GENERAL FUND | $5,500 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NO RELATION | PC | GENERAL FUND | $3,000 | |
| SECOND HELPINGS INC | ||||||||
| 1121 SOUTHEASTERN AVE | INDIANAPOLIS | IN | 46202 | NO RELATION | PC | GENERAL FUND | $2,000 | |
| SECOND PRESBYTERIAN CHURCH | ||||||||
| 7700 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | NO RELATION | PC | GENERAL FUND | $4,000 | |
| SINAPIS | ||||||||
| PO BOX 5414 | WHEATON | IL | 60189 | NO RELATION | PC | GENERAL FUND | $1,500 | |
| SOUTHERN STAIRS | ||||||||
| 6833 S DAYTON ST STE 2090 | GREENWOOD VILLAGE | CO | 80112 | NO RELATION | PC | GENERAL FUND | $50,000 | |
| ST VINCENT HOSPITAL FOUNDATION INC | ||||||||
| C/O TAX DEPARTMENT PO BOX 45998 | ST LOUIS | MO | 631455998 | NO RELATION | PC | GENERAL FUND | $3,000 | |
| ST MARY'S EPISCOPAL SCHOOL | ||||||||
| 60 PERKINS EXTENDED | MEMPHIS | TN | 38117 | NO RELATION | PC | GENERAL FUND | $4,000 | |
| SYCAMORE SCHOOL | ||||||||
| 1750 W 64TH ST | INDIANAPOLIS | IN | 46260 | NO RELATION | PC | GENERAL FUND | $500 | |
| THE ADVANCEMENT CENTER FOR WASHINGTON TWSP SCHOOLS AND NORTH CENTRAL ALUMNI | ||||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NO RELATION | PC | GENERAL FUND | $9,000 | |
| THE BRAVE COLLECTIVE INC | ||||||||
| 266 DELANEY PINE DR | WALESKA | GA | 30183 | NO RELATION | PC | GENERAL FUND | $3,000 | |
| THE REFUGE COMMUNITY OUTREACH LLC | ||||||||
| 5637 W LIBERTY STREET | HUBBARD | OH | 44425 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| TOM ELLSWORTH MINISTRIES | ||||||||
| 3918 BRECKENMORE DR | BLOOMINGTON | IN | 47401 | NO RELATION | PC | GENERAL FUND | $2,000 | |
| TRADER'S POINT CHRISTIAN CHURCH | ||||||||
| 6590 S INDIANAPOLIS RD | WHITESTOWN | IN | 46075 | NO RELATION | PC | GENERAL FUND | $2,000 | |
| UR CHICAGO ALLIANCE | ||||||||
| 7252 NORTH ROGERS AVENUE UNIT 2 | CHICAGO | IL | 60645 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| WHEELER MISSION | ||||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | NO RELATION | PC | GENERAL FUND | $5,500 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 452074531 | NO RELATION | PC | GENERAL FUND | $150 | |
| YMCA OF GREATER INDIANAPOLIS | ||||||||
| 615 N ALABAMA ST STE 200 | INDIANAPOLIS | IN | 46204 | NO RELATION | PC | GENERAL FUND | $1,000 | |
| YOUNG LIFE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NO RELATION | PC | GENERAL FUND | $9,000 | |
| YOUTH WITH A MISSION | ||||||||
| 1101 BAY BLVD SUITE C | CHULA VISTA | CA | 91911 | NO RELATION | PC | GENERAL FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $287,650 | 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 | $20,111 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,478 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,478 | 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 (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 1 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $147,147 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 2 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $4,838 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 3 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $701 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 4 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $3,591 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 5 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $4,182 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 6 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $8,159 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 7 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $4,630 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 8 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $3,960 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 9 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $7,488 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 10 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $5,100 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 11 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $3,307 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 12 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $3,000 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 13 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $5,754 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 14 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $2,943 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 15 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $4,165 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 16 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $6,616 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 17 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $3,805 | Yes (X) |
| DONALD L PALMER AND CAROLYN J PALME | ||||||
| 18 | 2410 LONDONBERRY BLVD | CARMEL | IN | 46032 | $6,186 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 865 SHARES OF ISHARES CORE S&P U.S. GROWTH ETF | $147,147 | 2025-12-24 |
| 2 | 30 SHARES OF ALLEGION PUBLIC LIMITED COMPANY | $4,838 | 2025-12-24 |
| 3 | 7 SHARES OF BRIGHT HORIZONS FAMILY SOLUTIONS, INC. | $701 | 2025-12-24 |
| 4 | 38 SHARES OF BJ'S WHOLESALE CLUB HOLDINGS, INC. | $3,591 | 2025-12-24 |
| 5 | 19 SHARES OF EQUIFAX INC. | $4,182 | 2025-12-24 |
| 6 | 124 SHARES OF INTERACTIVE BROKERS GROUP, INC. CLASS A | $8,159 | 2025-12-24 |
| 7 | 25 SHARES OF JACK HENRY & ASSOCIATES, INC. | $4,630 | 2025-12-24 |
| 8 | 8 SHARES OF LENNOX INTERNATIONAL INC. | $3,960 | 2025-12-24 |
| 9 | 20 SHARES OF LPL FINANCIAL HOLDINGS INC. | $7,488 | 2025-12-24 |
| 10 | 21 SHARES OF NORDSON CORPORATION | $5,100 | 2025-12-24 |
| 11 | 30 SHARES OF OLLIE'S BARGAIN OUTLET HOLDINGS INC | $3,307 | 2025-12-24 |
| 12 | 13 SHARES OF POOL CORPORATION | $3,000 | 2025-12-24 |
| 13 | 95 SHARES OF ROLLINS, INC. | $5,754 | 2025-12-24 |
| 14 | 9 SHARES OF SAIA, INC. | $2,943 | 2025-12-24 |
| 15 | 8 SHARES OF TELEDYNE TECHNOLOGIES INCORPORATED | $4,165 | 2025-12-24 |
| 16 | 94 SHARES OF W. R. BERKLEY CORPORATION | $6,616 | 2025-12-24 |
| 17 | 11 SHARES OF WATSCO, INC. | $3,805 | 2025-12-24 |
| 18 | 129 SHARES OF ZURN ELKAY WATER SOLUTIONS CORPORATION | $6,186 | 2025-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $5,900 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE | $3,867 | $10,739 |
| ABBVIE INCORPORATED | $22,617 | $32,217 |
| ALLSTATE CORPORATION | $11,447 | $21,439 |
| ALLSTATE CORPORATION | $3,779 | $7,077 |
| AMEREN CORPORATION | $19,544 | $21,769 |
| AMEREN CORPORATION | $3,417 | $7,190 |
| AMGEN INCORPORATED | $10,070 | $14,074 |
| AMGEN INCORPORATED | $33,799 | $42,550 |
| BEST BUY INCORPORATED | $20,731 | $21,016 |
| BEST BUY INCORPORATED | $6,893 | $6,961 |
| BRISTOL-MYERS SQUIBB COMPANY | $20,738 | $21,468 |
| BRISTOL-MYERS SQUIBB COMPANY | $7,068 | $7,498 |
| CHEVRON CORPORATION NEW | $10,874 | $10,974 |
| CHEVRON CORPORATION NEW | $32,807 | $32,921 |
| CISCO SYSTEMS INCORPORATED | $21,792 | $32,199 |
| CISCO SYSTEMS INCORPORATED | $5,756 | $10,707 |
| CITIGROUP INCORPORATED | $3,679 | $10,269 |
| CITIGROUP INCORPORATED COM NEW | $13,764 | $31,040 |
| COCA COLA COMPANY | $29,127 | $32,578 |
| COCA COLA COMPANY | $8,619 | $10,976 |
| COMCAST CORPORATION NEW CLASS A | $26,841 | $21,879 |
| COMCAST CORPORATION NEW CLASS A | $8,318 | $7,293 |
| CROWN CASTLE INCORPORATED REIT | $11,367 | $10,931 |
| CROWN CASTLE INCORPORATED REIT | $34,330 | $32,882 |
| CVS HEALTH CORPORATION | $34,185 | $32,696 |
| CVS HEALTH CORPORATION | $8,876 | $10,952 |
| DOUBLELINE LOW DURATION BOND FUND CL I N/L | $480,392 | $487,905 |
| DOUBLELINE LOW DURATION BOND FUND CL I N/L | $109,337 | $106,636 |
| DUKE ENERGY CORPORATIONNEW COM NEW | $19,273 | $21,684 |
| DUKE ENERGY CORPORATIONNEW COM NEW | $4,809 | $7,150 |
| EATON VANCE SHORT DURATION GOVT INC FD CL I N/L | $253,383 | $248,860 |
| EATON VANCE SHORT DURATION GOVT INC FD CL I N/L | $58,429 | $53,916 |
| ENTERGY CORPORATION NEW | $6,273 | $10,814 |
| ENTERGY CORPORATION NEW | $2,157 | $3,605 |
| EXELON CORPORATION | $21,500 | $21,751 |
| EXELON CORPORATION | $5,489 | $7,236 |
| FIRSTENERGY CORPORATION | $20,338 | $21,669 |
| FIRSTENERGY CORPORATION | $5,546 | $7,342 |
| GENERAL MLS INCORPORATED | $25,925 | $21,530 |
| HERSHEY COMPANY | $20,701 | $21,474 |
| HERSHEY COMPANY | $6,949 | $7,097 |
| ISHARES GOLD TR ISHARES NEW | $91,859 | $219,565 |
| ISHARES GOLD TR ISHARES NEW | $45,456 | $111,122 |
| ISHARES TR CORE S&P US GWT | $176,013 | $478,797 |
| ISHARES TR CORE S&P US GWT | $76,061 | $218,322 |
| ISHARES TR SELECT DIVID ETF | $6,049 | $10,727 |
| JOHNSON & JOHNSON | $26,189 | $32,698 |
| JOHNSON & JOHNSON | $7,788 | $10,761 |
| JPMORGAN CHASE & COMPANY | $14,178 | $31,890 |
| JPMORGAN CHASE & COMPANY | $1,827 | $10,633 |
| LAMAR ADVERTISING COMPANY NEW CLASS A REIT | $1,728 | $3,544 |
| LOCKHEED MARTIN CORPORATION | $21,172 | $21,281 |
| LOCKHEED MARTIN CORPORATION | $2,017 | $6,771 |
| LYONDELLBASELL INDUSTRIES N V SHS | $16,475 | $10,998 |
| LYONDELLBASELL INDUSTRIES N V SHS | $4,190 | $3,637 |
| MEDTRONIC PLC SHS | $19,660 | $21,421 |
| MEDTRONIC PLC SHS | $6,377 | $7,108 |
| MERCK & COMPANY INCORPORATED | $19,293 | $21,473 |
| MERCK & COMPANY INCORPORATED | $6,776 | $7,158 |
| MORGAN STANLEY COM NEW | $12,174 | $21,481 |
| MORGAN STANLEY COM NEW | $3,342 | $6,924 |
| NEXTERA ENERGY INCORPORATED | $19,941 | $21,836 |
| NEXTERA ENERGY INCORPORATED | $3,606 | $7,305 |
| OLD REP INTERNATIONAL CORPORATION | $20,522 | $31,948 |
| OLD REP INTERNATIONAL CORPORATION | $6,405 | $10,680 |
| OMNICOM GROUP INCORPORATED | $24,103 | $21,964 |
| OMNICOM GROUP INCORPORATED | $6,122 | $7,348 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | $31,806 | $42,827 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | $9,597 | $14,115 |
| PHILLIPS 66 | $26,768 | $32,518 |
| PHILLIPS 66 | $7,616 | $10,839 |
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CL I2 N/L | $101,540 | $90,022 |
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CL I2 N/L | $421,710 | $414,323 |
| SEMPRA | $19,441 | $21,896 |
| SEMPRA | $4,230 | $7,151 |
| SPDR S&P 500 ETF | $359,252 | $1,131,987 |
| SPDR S&P 500 ETF | $83,529 | $272,768 |
| SPDR UTILITIES SELECT SECTOR FUND | $12,155 | $19,894 |
| STARBUCKS CORPORATION | $6,748 | $7,242 |
| STARBUCKS CORPORATION | $20,211 | $21,810 |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | $7,163 | $7,042 |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | $21,691 | $21,326 |
| VERIZON COMMUNICATIONS INCORPORATED | $21,804 | $22,076 |
| VERIZON COMMUNICATIONS INCORPORATED | $8,004 | $7,331 |
| TEXAS INSTRS INCORPORATED | $3,091 | $3,470 |
| EOG RES CORPORATION NEW | $4,085 | $3,675 |
| PEPSICO INCORPORATED | $6,588 | $7,176 |
| US BANCORP DEL COM NEW | $3,280 | $3,522 |
| UNITEDHEALTH GROUP INCORPORATED | $2,956 | $3,631 |
| TEXAS INSTRS INCORPORATED | $9,366 | $10,583 |
| EOG RES CORPORATION NEW | $12,267 | $10,921 |
| PEPSICO INCORPORATED | $19,742 | $21,672 |
| US BANCORP DEL COM NEW | $9,701 | $10,512 |
| UNITEDHEALTH GROUP INCORPORATED | $8,573 | $10,894 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $475,882 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $476,107 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GENERAL MLS INCORPORATED | AT COST | $8,512 | $7,161 |
| ISHARES TR 0-3 MNTH TREASRY | AT COST | $53,980 | $53,904 |
| ISHARES TR 0-3 MNTH TREASRY | AT COST | $249,208 | $248,942 |
| ISHARES TR SELECT DIVID ETF | AT COST | $22,110 | $32,180 |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | AT COST | $50,470 | $53,777 |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | AT COST | $237,462 | $248,508 |
| LAMAR ADVERTISING COMPANY NEW CLASS A REIT | AT COST | $9,703 | $10,886 |
| SPDR UTILITIES SELECT SECTOR FUND | AT COST | $50,303 | $59,638 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $121,460 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,782 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CALL SPDR S&P 0500 ETF JAN X2658 | $3,700 | $0 |
| CALL SPDR S&P 0500 ETF JAN X7637 | $17,906 | $20,977 |
| CALL SPDR S&P 0500 ETF JAN XY127 | $4,221 | $5,244 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $33,952 | Amt |
| Net Investment Income | $33,952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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