2025-06-30T07:35:21-05:00 2024-12-31 521224986 PKS & COMPANY PA 1801 SWEETBAY DRIVE SALISBURY MD 21804 990PF 2024-01-01 363700897 THE PALMER FOUNDATION PALM 2025951020 PO BOX 3412 OAKTON VA 22124 KAREN E LISCHICK PRESIDENT 2025951020 2025-06-24 1 1 DANIEL M O'CONNELL II CPAPFS CVA P00213188 4105465600 2024 2025-03-06 01:10:19Z X 25304076 X 293663 518167 518167 -6771 479456 4946511 479456 2027 2027 1293313 999650 6500 0 6500 6100 0 6100 234313 126817 107496 10614 7255 0 53885 0 53885 17369 2610 10454 328781 136682 184435 800000 800000 1128781 136682 984435 164532 862968 998734 544959 544959 8743478 7708308 15136972 4982602 6399880 6415750 2700082 2936281 3206395 17424896 17589428 25304076 0 0 X 17424896 17589428 17424896 17589428 17424896 17589428 17424896 164532 0 17589428 0 17589428 PUBLICLY TRADED SECURITIES - BMO WEALTH MANAGEMENT SHORT TERM 713502 568408 145094 145094 PUBLICLY TRADED SECURITIES - BMO WEALTH MANAGEMENT LONG TERM 4122516 3898647 223869 223869 PASSTHROUGH K-1 P 5464 5464 5464 CAPITAL GAINS DIVIDENDS P 105029 105029 105029 479456 11995 0 11995 0 11995 15000 0 3700 0 18700 X 0 6705 6705 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 THEPALMERFOUNDATION.ORG HOPLIN JACKSON CHARITABLE ADVISORS 7209894125 100 FILLMORE STREET SUITE 500 DENVER CO 80206 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY P ENROTH PO BOX 3412 OAKTON VA 22124 CHAIRMAN 5.00 0 0 0 GRANT LISCHICK PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 500 0 0 JAY L OWEN PO BOX 3412 OAKTON VA 22124 SECRETARY 5.00 0 0 0 KAREN E LISCHICK PO BOX 3412 OAKTON VA 22124 PRESIDENT 5.00 0 0 0 SUSAN L ENROTH PO BOX 3412 OAKTON VA 22124 VICE PRESIDENT 5.00 1000 0 0 PETER LISCHICK PO BOX 3412 OAKTON VA 22124 TREASURER 5.00 1000 0 0 MEGAN BUTLER PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 1000 0 0 BRENDT ENROTH PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 1000 0 0 BRANDON ENROTH PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 1000 0 0 CAITY ENROTH PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 1000 0 0 CAITY LISCHICK PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 0 0 0 NONE 0 HOPLIN JACKSON CHARITABLE ADVISORS LLC 100 FILLMORE STREET SUITE 500 DENVER CO 80206 CONSULTING SERVICES 107496 0 0 23568854 856325 0 24425179 0 0 24425179 366378 24058801 1202940 1202940 11995 11995 1190945 0 1190945 0 1190945 984435 0 984435 1190945 206812 0 0 984435 206812 0 0 777623 0 0 0 0 0 0 0 0 413322 0 0 0 MARY P ENROTH X A LEG TO STAND ON INC 135 MADISON AVE FLOOR 5 NEW YORK NY 10016 N/A PC PROVIDING FREE, HIGH-QUALITY CLUBFOOT CORRECTION TO BABIES AND CHILDREN IN BANGLADESH & PAKISTAN 30000 ALDEA 1732 1ST AVENUE NEW YORK NY 26867 N/A PC TO SUPPORT SANITARY LATRINES TO HELP IMPROVE HEALTH AND HYGIENE IN SANTA ISABEL, GUATEMALA. 35000 ALTRUSA INTERNATIONAL FOUNDATION OF DOOR COUNTY WI INC PO BOX 523 STURGEON BAY WI 54235 N/A PC TO SUPPORT THE BACK-TO-SCHOOL FAIR BY PROVIDING ATHLETIC SHOES AND SOCKS, GRADE LEVEL SCHOOL SUPPLIES, SHIRTS, TOILETRIES, BACKPACKS AND OTHER ESSENTIALS FOR 600 STUDENTS (WORKFORCE) 2000 ASSOCIATION TO PRESERVE CAPE COD 482 MAIN STREET DENNIS MA 02638 N/A PC TO SPONSOR A PILOT PROJECT TO MONITOR FRESHWATER PONDS FOR DANGEROUS NEUROTOXINS (ANATOXINS), ESTABLISH TESTING PROTOCOLS FOR THEM, AND WORK WITH STATE PUBLIC HEALTH OFFICIALS TO ESTABLISH STANDARDS FOR SAFETY 50000 DOOR COMMUNITY AUDITORIUM CORP PO BOX 397 FISH CREEK WI 542120397 N/A PC TO SUPPORT THE 4K ART PROGRAM AND THE PASSPORT PROGRAM (PERFORMING ARTISTS) AND SONG WRITING RESIDENCY. 3000 DUKE-FUQUA SCHOOL OF BUSINESS 100 FUQUA DRIVE DURHAM NC 27708 N/A PC TO SUPPORT ENTREPRENEURSHIP ACTIVITIES AT FUQUA 15000 FOREST PLANET 5028 WISCONSIN AVENUE NW SUITE 100 WASHINGTON DC 20016 N/A PC LAYING THE GROUNDWORK: LEVERAGE FOR THE KUKUA INITIATIVE, TO PAY FOR THE LABOR TO PRUNE AND MULCH UNDERGROWTH NEAR AND AROUND 340K TREES IN THE IRENTE2 AND IRENTE3 PLANTING SITES. THIS WILL FERTILIZE SOIL AND ACCELERATE GROWTH OF TREES. FUNDS WILL ALSO HELP CONSTRUCT A 400K CAPACITY MANGROVE TREE NURSERY. FINALLY, ADDITIONAL DOLLARS WILL HELP DEFRAY TRAVEL COSTS FOR HANK DEARDEN TO OVERSEE BOTH PROJECTS. 46000 GEORGETOWN UNIVERSITY - MCDONOUGH SCHOOL OF BUSINESS 3700 O ST NW WASHINGTON DC 20057 N/A PC THE GEORGETOWN MCDONOUGH SMALL BUSINESS CORP AND SCHOLARSHIP FUNDS. 65000 HABITAT FOR HUMANITY INTERNATIONAL 322 WEST LAMAR STREET AMERICUS GA 31709 N/A PC TO SUPPORT THE BUILDING OF A HOME IN DOOR COUNTY ($5K) AND TO REDUCE ARSENIC CONTAMINATION AND WATER-BORNE DISEASE IN BANGLADESH BY IMPROVING ACCESS TO WASH CONDITIONS ($20,000) 25000 KEMPER CENTER 6501 3RD AVENUE KENOSHA WI 53143 N/A PC TO HIRE AN EXPERIENCED CURATOR FOR THE ANDERSON ARTS CENTER IN ORDER TO ALLOW THE ARTS CENTER TO CONTINUE TO GROW BY PROVIDING REVOLVING SHOWS, TRAVELING NATIONAL SHOWS, BUILDING A PERMANENT COLLECTION AND TO EXPAND CHILDREN'S PROGRAMMING THROUGH ART EDUCATION - COLLECTIVE 35000 LIVING WATER INTERNATIONAL PO BOX 404 ANNAPOLIS MD 21404 N/A PC TO BUILD A WATER PIPELINE EXTENSION FROM AN EXISTING WATER POINT AT A SCHOOL IN RWANDA TO ALLOW STUDENTS TO COLLECT SAFE WATER, WASH THEIR HANDS, AND TAKE HOME SAFE WATER FOR THEIR FAMILIES AFTER SCHOOL 45000 PENINSULA SCHOOL OF ART PO BOX 304 FISH CREEK WI 54212 N/A PC TO SUPPORT THE VISUAL ARTS EDUCATIONAL EXPERIENCES FOR YOUTH AND COMMUNITY-BASED PUBLIC PROGRAMS SERVING CHILDREN & FAMILIES, AREA RESIDENTS, AND VISITORS 9000 PLAYERS AGAINST HATE 8285 ELKO DRIVE ELLICOTT CITY MD 21043 N/A PC ANTI-BIAS, BELONGING CURRICULUM & REPORTING TOOL 5000 SANDHILLS COMMUNITY COLLEGE FOUNDATION INC 3395 AIRPORT ROAD PINEHURST NC 28374 N/A PC TO PURCHASE A NEW WELDING BOOTH FOR THE PALMER TRADES CENTER STUDENT LAB. 20000 SOUTHERN ENVIRONMENTAL LAW CENTER 201 WEST MAIN STREET SUITE 14 CHARLOTTESVILLE VA 22902 N/A PC TO ENCOURAGE THE "POLLUTER PAYS" APPROACH IN OTHER LOCALITIES TO PROTECT FAMILIES, COMMUNITIES, AND DRINKING WATER SOURCES 50000 THE CROHN'S & COALITIS FOUNDATION 11900 PARKLAWN DR 360 ROCKVILLE MD 20852 N/A PC GENERAL SUPPORT AND RESEARCH SUPPORT FOR IBD 92000 THE MIRACLE FOUNDATION 1506 WEST 6TH ST AUSTIN TX 78703 N/A PC TO SUPPORT THE FAMILY-STRENGTHENING PROGRAM TO REINTEGRATE CHILDREN INTO FAMILY CARE AND/ OR PREVENT CHILDREN FROM SEPARATION FROM FAMILY - MIRACLE FOUNDATION ENSURES THE HOME IS SAFE, STABLE, AND PERMANENT. HOUSEHOLD ECONOMY IS ONE OF THE FIVE WELL-BEING DOMAINS ON MIRACLE'S THRIVE SCALE. LIVELIHOOD SUPPORT FOR THE PARENT TO CARE FOR THEIR CHILD/ CHILDREN IS A MAJOR NEED. THIS FISCAL YEAR MIRACLE HAS PLANS TO REACH 12,143 CHILDREN AND 8095 FAMILIES 8000 THE NEO FUND 13407 117TH AVENUE CT E PUYALLUP WA 98374 N/A PC TRAINING, BUSINESS COACHING, AND LOAN CAPITAL FOR GUATEMALA AND NICARAGUA 50000 UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION 100 DARDEN BLVD CHARLOTTESVILLE VA 22903 N/A PC FOR GENERAL PURPOSES DEDICATED TO ENTREPRENEURSHIP, BATTEN INSTITUTE CURRENT USE FUND 5000 WEYMOUTH CENTER PO BOX 457 555 E CONNECTICUT AVE SOUTHERN PINES NC 28387 N/A PC TO SUPPORT WEYMOUTH EQUESTRIANS, AN AFTERSCHOOL PROGRAM, PREPARING YOUTH FOR POTENTIAL CAREERS IN THE EQUESTRIAN FIELD. 35000 YEAR UP INC 2607 2ND AVE SEATTLE WA 98121 N/A PC YEAR UP UNITED IN PUGET SOUND STUDENT SUPPORT FUNDS 25000 BRUCE MUSEUM 1 MUSEUM DRIVE GREENWICH CT 06830 N/A PC GENERAL 7000 GREATER BOSTON LEGAL SERVICES 197 FRIEND ST BOSTON MA 02114 N/A PC THIS FUNDING WILL GO TOWARDS GBLS'S LEGAL AID PROGRAM FOR SPECIAL IMMIGRANT JUVENILES (SIJ'S) WHO ARRIVE TO THE UNITED STATES TO OBTAIN LEGAL STATUS 18000 HIGHWATER FARM 7001 COUNTY ROAD 346 SILT CO 81652 N/A PC TO PROCURE A WATER CISTERN FOR STORAGE ($10,000), COVER THE SALARY OF A YOUTH COORDINATOR FOR JOB-TRAINING PROGRAMS IN AGRICULTURE ($25,000), AND PROVIDE FOR YOUTH CREW WORKER STIPENDS TO GIVE TEENS JOB AND SOCIAL SKILLS DURING THE 8-WEEK SUMMER PROGRAM ($5,000) 40000 KENOSHA YMCA 7101 53RD ST 100 KENOSHA WI 53144 N/A PC TO SUPPORT THE KENOSHA YMCA TEEN ACHIEVERS PROGRAM, AN ACADEMIC AFTERSCHOOL PROGRAM FOR THOSE MOST IN NEED TO HELP YOUTH FIND THEIR COLLEGE AND CAREER PATHWAY AND PREPARE THEM FOR OPPORTUNITIES THAT WILL BECOME AVAILABLE IN THE KENOSHA INNOVATION NEIGHBORHOOD. 26000 MARY'S CENTER FOR MATERNAL & CHILD CARE 2333 ONTARIO RD NW WASHINGTON DC 20009 N/A PC TO FUND SPECIALIZED TRAINING TO NURSES, MEDICAL PROFESSIONALS, AND FOR DIVERSE TEAM MEMBERS TO PROVIDE COMPREHENSIVE, CULTURALLY SENSITIVE CARE TO PARTICIPANTS ACROSS ITS PROGRAMS. 25000 NORTHERN DOOR CHILDCARE PROJECT INC 10520 JUDITH BLAZER DR SISTER BAY WI 54234 N/A PC INFANT CRIBS AND NEW FEEDING ROOM FURNISHINGS 32000 SOMERSET COUNTY HISTORICAL TRUST 11736 MANSION ST PRINCESS ANNE MD 21853 N/A PC TO HOLD AN OFF-SITE MEETING FOR THE BOARD AND A PROFESSIONAL FACILITATOR TO DEVELOP A UNIFIED STRATEGIC PLAN FOR SOMERSET COUNTY'S RICH HERITAGE AND LEGACY OF PRESERVING HISTORIC PROPERTIES 2000 800000 0 14 518167 531390 -4161 16 -2610 01 2027 18 479456 -4161 997040 0 992879 0 0 0 0 0 0 0 0 0 0 X X 1 MARY P ENROTH PO BOX 3412 OAKTON VA 22124 290538 X X 1 COMMON STOCK SHARES, 540 MICROSOFT 290538 2024-12-09 ACCOUNTING FEES 6100 0 6100 BMO CORPORATE BONDS 6399880 6415750 BMO STOCKS 7708308 15136972 BMO OTHER INVESTMENTS AT COST 2936281 3206395 OFFICE SUPPLIES & POSTAGE 141 0 141 DIRECTORS INSURANCE 1625 0 1625 DUES & SUBSCRIPTIONS 3388 0 3388 SOFTWARE LICENSE FEES 2782 0 2782 BANK CHARGES 720 0 720 MEMBERSHIPS 1160 0 1160 FILING & REGISTRATION FEES 638 0 638 OTHER UBTI DEDUCTIONS FROM PASSTHROUGHS 144 0 0 FROM PASSTHROUGH ENTITIES 2610 2610 0 UBTI FROM PASSTHROUGH ENTITIES 4161 0 0 OTHER INVESTMENT INCOME 2027 2027 2027 BANK INVESTMENT MANAGEMENT 126817 126817 0 EXECUTIVE MANAGEMENT & CONSULTING FEES 107496 0 107496 FOREIGN TAX 7255 7255 0 EXCISE TAX 3359 0 0