2026-07-01T10:55:26-05:00 2025-12-31 521224986 PKS & COMPANY PA 1801 SWEETBAY DRIVE SALISBURY MD 21804 990PF 2025-01-01 363700897 THE PALMER FOUNDATION PALM 2025951020 PO BOX 3412 OAKTON VA 22124 KAREN LISCHICK PRESIDENT 2025951020 2026-07-01 1 DANIEL M O'CONNELL II CPAPFS CVA P00213188 4105465600 2025 2025-03-06 01:10:19Z X 27937135 X 303032 580597 580597 -1912 365523 3255168 365523 24967 24967 1274119 971087 5000 0 5000 7300 0 7300 260238 145038 115200 16159 5459 0 63058 0 63058 14350 809 11978 366105 151306 202536 950000 950000 1316105 151306 1152536 -41986 819781 544959 829054 829054 7708308 7334664 16592039 6399880 6348016 6538023 2936281 3035708 3978019 17589428 17547442 27937135 0 0 X 17589428 17547442 17589428 17547442 17589428 17547442 17589428 -41986 0 17547442 0 17547442 PUBLICLY TRADED SECURITIES - BMO WEALTH MANAGEMENT SHORT TERM 704707 697264 7443 7443 PUBLICLY TRADED SECURITIES - BMO WEALTH MANAGEMENT LONG TERM 2361812 2192381 169431 169431 K-1 SOF-XI VIP TE, L.P. EIN# 81-3320025 P 646 646 646 K-1 BLUE OWL REAL ESTATE FUN VI EIN# 88-3060836 P 68 68 68 CAPITAL GAINS DIVIDENDS P 187935 187935 187935 365523 11395 0 11395 0 11395 13705 0 4500 0 18205 0 6810 6810 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 1000 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 0 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 5.00 500 0 0 BRENDT ENROTH PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 500 0 0 BRANDON ENROTH PO BOX 3412 OAKTON VA 22124 DIRECTOR 5.00 1000 0 0 CAITLYN 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 115200 0 0 26006048 939838 0 26945886 0 0 26945886 404188 26541698 1327085 1327085 11395 11395 1315690 0 1315690 0 1315690 1152536 0 1152536 1315690 413322 0 0 1152536 413322 0 0 739214 0 0 0 0 0 0 0 0 576476 0 0 0 MARY P ENROTH X ALTRUSA INTERNATIONAL FOUNDATION OF DOOR COUNTY WI INC PO BOX 523 STURGEON BAY WI 54235 N/A PC TO SUPPORT THE 2025 BACK TO SCHOOL FAIR IN GIVING 600 ECONOMICALLY DISADVANTAGED CHILDREN FROM DOOR COUNTY GRADE APPROPRIATE SCHOOL SUPPLIES AND ATHLETIC SHOES/SOCKS AT THE 2025 BACK TO SCHOOL FAIR. 2000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 N/A PC HELP BUILD A NEW STATE OF THE ART OYSTER RESTORATION CENTER 92750 CREATIVE WAVES FOUNDATION CO PSBM 235 PARK AVE S 9TH FLOOR NEW YORK NY 10003 N/A PC TO PURCHASE APPLE LAPTOPS FOR THE CHILDRENS ENRICHMENT CENTER OF BELLE GLADE, FLORIDA 13000 DOOR COMMUNITY AUDITORIUM CORP PO BOX 397 FISH CREEK WI 542120397 N/A PC TO PROVIDE GIBRALTAR PUBLIC K-12 SCHOOLS WITH EXPERIENTIAL LEARNING PROJECTS IN THE ARTS AND SCIENCES 13000 FOREST PLANET 5028 WISCONSIN AVENUE NW SUITE 100 WASHINGTON DC 20016 N/A PC VISIT TO TANZANIA TO REVIEW PROJECT STATUS 2000 FOTOKIDS 2240 S PALM CANYON DRIVE 16 PALM SPRINGS CA 92264 N/A PC TO FURTHER EDUCATION AND TECHNOLOGY SKILLS ENABLING OPTIONS FOR A SUCCESSFUL FUTURE AND INCREASED OPPORTUNITIES FOR EMPLOYMENT. 50000 GEORGETOWN UNIVERSITY - MCDONOUGH SCHOOL OF BUSINESS 3700 O ST NW WASHINGTON DC 20057 N/A PC TO FOSTER ENREPRENEURSHIP ON CAMPUS 5000 HABITAT FOR HUMANITY INTERNATIONAL 322 WEST LAMAR STREET AMERICUS GA 31709 N/A PC TO SUPPORT THE BUILDING OF A HOME IN DOOR COUNTY ($3K) AND TO SERVE 100 OF THE MOST VULNERABLE FAMILIES IN ETHIOPIA WITH PERMANENT SHELTER SOLUTIONS 45000 ICARE CORPORATION 1415 SHELTON AVE STATESVILLE NC 28687 N/A PC TO SUPPORT THE RESCUE OF WILD CORALS AND THEIR REESTABLISHMENT ON CORAL REEFS, AS WELL AS THE RESTORATION OF REEF-BASED SPONGE SPECIES TO IMPROVE WATER QUALITY IN CORAL REEF COMMUNITIES IN THE FLORIDA KEYS 50000 KEMPER CENTER 6501 3RD AVENUE KENOSHA WI 53143 N/A PC GENERAL 20000 PARTNER FOR SURGERY 6804 MELROSE DR MCLEAN VA 22101 N/A PC TO SUPPORT THE INFANT NUTRITION PROGRAM IN RURAL GUATEMALA TO REDUCE MORTALITY AMONG BABIES BORN WITH CLEFT LIP AND PALATE AND TO QUALIFY THEM FOR ESSENTIAL SURGERIES 30000 PENINSULA SCHOOL OF ART PO BOX 304 FISH CREEK WI 54212 N/A PC TO SUPPORT PENINSULA SCHOOL OF ART'S FREE PUBLIC PROGRAMS, INCLUDING FAMILY ART DAYS AND SCHOOL PARTNERSHIPS 14000 SOMERSET COUNTY HISTORICAL TRUST 11736 MANSION ST PRINCESS ANNE MD 21853 N/A PC TO RENOVATE THE HISTORIC EARLY 19TH CENTURY TEACKLE TENANT HOUSE IN PRINCESS ANNE, MD 7000 SOUTHERN ENVIRONMENTAL LAW CENTER 201 WEST MAIN STREET SUITE 14 CHARLOTTESVILLE VA 22902 N/A PC TO BUILD ON THAT EPA OBJECTION AND REQUIRE NORTH CAROLINAS DEPARTMENT OF ENVIRONMENTAL QUALITY TO ENFORCE THE CLEAN WATER ACT AT ALL SUCH FACILITIES DISCHARGING PFAS AND OTHER INDUSTRIAL TOXINS AND WILL CONTINUE TO PUSH THE STATE TO SET NUMERIC STANDARDS FOR THESE POLLUTANTS. 50000 THE CROHN'S & COLITIS FOUNDATION 11900 PARKLAWN DR 360 ROCKVILLE MD 20852 N/A PC GENERAL SUPPORT AND RESEARCH SUPPORT FOR IBD 113250 THE MIRACLE FOUNDATION 1506 WEST 6TH ST AUSTIN TX 78703 N/A PC TO EXPAND MIRACLES THRIVEWELL PLATFORM 25000 UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION 100 DARDEN BLVD CHARLOTTESVILLE VA 22903 N/A PC TO FUND THE PEL ENTREPRENEURSHIP INITIATIVE, INCLUDING THE DAMON DEVITO VENTURE VELOCITY FUND SUPPORTS NEWLY GRADUATED ENTREPRENEURS' INITIATIVES 32000 UPAVIM 1700 SHEELY DRIVE FORT COLLINS CO 80526 N/A PC TO INSTALL SOLAR PANELS AT THE UPAVIM COOPERATIVE IN GUATEMALA CITY 26000 BABY2BABY 5830 WEST JEFFERSON BOULEVARD LOS ANGELES CA 90016 N/A PC TO SUPPORT EMERGENCY DISASTER RELIEF WORK AND FUND THE DISTRIBUTION OF SUPPLIES TO FAMILIES IMPACTED BY HURRICANES HELENE AND MILTON AS WELL AS THE LA FIRES 25000 CENTER FOR LAND-BASED LEARNING 40140 BEST RANCH RD WOODLAND CA 95776 N/A PC THE CENTER'S FARMS LEADERSHIP PROGRAM WORKS WITH HIGH SCHOOL STUDENTS TO EXPLORE CAREERS RELATED TO AGRICULTURE AND NATURAL RESOURCES THAT GO BEYOND FARMING AND VETERINARY SCIENCE. TO DO SO, THE CENTER TAKES COHORTS OF STUDENTS ACROSS CA ON "FIELD DAYS" MULTIPLE TIMES A YEAR TO GET HANDS ON EXPERIENCE IN DIFFERENT PROFESSIONAL FOCUSES. THIS GRANT WILL SUPPORT THE SALARIES OF THE COORDINATORS THAT RUN THESE IMPACTFUL FIELD DAYS. 25000 EMBRACE COMPASSION INTEGRITY BLDG 25260 SW PARKWAY AVE SUITE A WILSONVILLE OR 97070 N/A PC INCREASING SERVICES TO INCLUDE VOLUNTEER WORK AND SKILL BUILDING WITH ADULTS WITH INTELLECTUAL DISABILITIES. THERE IS A LOT OF DEMAND FOR THIS SKILL BUILDING EMPLOYMENT SERVICE WE CAN PROVIDE AT THE FARM AND VERY FEW PROVIDERS IN OREGON. THESE VOLUNTEERS WOULD BUILD SKILLS AND HELP US MAINTAIN THE ANIMALS AND GARDENS. WE DESPERATELY NEED MORE PHYSICAL HELP. 25000 THE FOUNDATION OF FIRSTHEALTH INC 150 APPLECROSS ROAD PINEHURST NC 28374 N/A PC THE GRANT WILL BE USED TO PROVIDE EDUCATION SPONSORSHIPS THROUGH LOCAL COMMUNITY COLLEGES FOR REGIONAL STUDENTS AND ADULT LEARNERS TO EARN THEIR CERTIFICATIONS OR DEGREES TO BECOME FUTURE STAFF AT FIRST HEALTH OF THE CAROLINAS. 25000 WORKFORCE ALLIANCE 370 JAMES STREET SUITE 401 NEW HAVEN CT 06513 N/A PC FUNDING FOR WORKFORCE ALLIANCE'S SKILL UP FOR MANUFACTURING PROGRAM. THIS FUNDING WILL BE USED TO FUND STIPENDS, SUPPORT SERVICES, AND ON-THE-JOB TRAINING WAGE SUBSIDIES FOR PARTICIPANTS IN SKILL UP FOR MANUFACTURING COHORTS TO BE OFFERED IN THE 2025-2026 PROGRAM YEAR. 35000 BOYS & GIRLS CLUB OF GREENWICH 4 HORSENECK LANE GREENWICH CT 06830 N/A PC FUNDING TO SUPPORT THE BOYS & GIRLS CLUB'S CLUBHOUSE RENOVATION. 7000 GIBRALTAR HISTORICAL ASSOCIATION PO BOX 323 FISH CREEK WI 54212 N/A PC PRESERVATION OF THE HERITAGE HOUSE, CREATING A CULTURAL CENTER, AND SUSTAINING OUR HISTORIC STREETSCAPE. 8000 DOORWAY TO LEARNING 5617 GORDON ROAD STURGEON BAY WI 54235 N/A PC TO FUND THE DOORWAY TO LEARNING CAMPAIGN, OPENING THE DOOR TO A BRIGHTER FUTURE, WHICH SUPPORTS SUSTAINABLE CHILDCARE BY SECURING A WELL DESIGNED EARLY EDUCATION FACILITY THAT PROVIDES HIGH QUALITY CHILDCARE FOR 120 WORKING FAMILIES IN DOOR COUNTY. 20000 OPERATION JOB READY VETERANS 8604 ALLISONVILLE RD SUITE 220 INDIANAPOLIS IN 46250 N/A PC TO SPONSOR AN IN-PERSON TRAINING SO EMPLOYEES CAN GAIN SKILLS AND KNOWLEDGE TO WORK ONE-ON-ONE WITH CLIENTS TO ASSIST THEM IN ALL ASPECTS OF THEIR TRANSITION FROM ACTIVE-DUTY CAREERS TO CIVILIAN EMPLOYMENT ($30K). FUNDING WILL ALSO SUPPORT A CONSULTANT TO TRAIN EMPLOYMENT TRANSITION MANAGERS IN THE FEDERAL RESUME WRITING PROCESS ($20K). 50000 ROOT NS INC 35 CONGRESS STREET SUITE 2350 SALEM MA 01970 N/A PC TO PROVIDE STIPENDS TO STUDENTS IN THE ROOT CULINARY TRAINING PROGRAM 45000 ASPCA 1747 PENNSYLVANIA AVE SUITE 1000 WASHINGTON DC 20006 N/A PC GENERAL OPERATING SUPPORT 5000 BOSTON AREA GLEANERS 91 MARTIN STREET ACTON MA 01720 N/A PC TO PURCHASE A USED 50 TO 75 HORSEPOWER 4X4 TRACTOR WITH AN OPEN STATION AND DUAL HYDRAULIC REMOTES 15000 NEIGHBOR TO NEIGHBOR 248 EAST PUTNAM AVENUE GREENWICH CT 06830 N/A PC GENERAL OPERATING SUPPORT 10000 SWEET PAWS RESCUE 310 MAIN STREET GROVELAND MA 01834 N/A PC GENERAL OPERATING SUPPORT 5000 WISCONSIN GERMAN SHORTHAIRED POINTER RESCUE INC PO BOX 112 COTTAGE GROVE WI 53527 N/A PC TO COVER VETERINARY COSTS INCLUDING SPAY/NEUTER SURGERIES AND VACCINATIONS FOR INCOMING DOGS TO OUR BREED SPECIFIC RESCUE 10000 ENVIRONMENTAL LAW & POLICY CENTER 35 W WACKER DRIVE SUITE 1600 CHICAGO IL 60601 N/A PC TO FUND EFFORTS TO EDUCATE THE NEXT GENERATION OF LAWMAKERS AND LEGISLATIVE STAFF ON THE GREAT LAKES COMPACT 50000 950000 0 14 580597 531390 -1103 16 -809 01 24967 18 365523 -1103 970278 0 969175 0 0 0 0 0 0 0 0 0 0 X X 1 MARY P ENROTH PO BOX 3412 OAKTON VA 22124 300000 X ACCOUNTING FEES 7300 0 7300 BMO CORPORATE BONDS 6348016 6538023 BMO STOCKS 7334664 16592039 BMO OTHER INVESTMENTS AT COST 3035708 3978019 OFFICE SUPPLIES & POSTAGE 102 0 102 DIRECTORS INSURANCE 1625 0 1625 DUES & SUBSCRIPTIONS 4529 0 4529 SOFTWARE LICENSE FEES 3153 0 3153 BANK CHARGES 729 0 729 MEMBERSHIPS 1180 0 1180 FILING & REGISTRATION FEES 660 0 660 OTHER UBTI DEDUCTIONS FROM PASSTHROUGHS 460 0 0 NET RENTAL LOSS K-1 BLUE OWL REAL ESTATE FUND VI EIN# 88-3060836 809 809 0 UBTI NET RENTAL LOSS K-1 BLUE OWL REAL ESTATE FUND VI EIN# 88-3060836 1103 0 0 OTHER INVESTMENT INCOME 24967 24967 24967 BANK INVESTMENT MANAGEMENT 145038 145038 0 EXECUTIVE MANAGEMENT & CONSULTING FEES 115200 0 115200 FOREIGN TAX 5459 5459 0 EXCISE TAX 10700 0 0