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PG PENSKE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PG PENSKE FOUNDATION INC (EIN 82-3609938)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202641329349102439
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T12:09:11-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232391384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHWARTZ LASSON HARRIS LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 GIBRALTAR ROAD SUITE 220AddressLine1Txt
CityHORSHAMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19044ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823609938EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PG PENSKE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPGPEBusinessNameControlTxt
Phone6265806005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13534 N PECK ROADAddressLine1Txt
CityEL MONTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91731ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY W PENSKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6265806005PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD DONAHER CPAPreparerPersonNm
PTINP00492930PTIN
Phone2159569700PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,400,486FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$550,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$60InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$60InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47,183DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,183DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$597,243TotalRevAndExpnssAmt
Total Net Invst Incm$47,243TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,278TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,278TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$589,055ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$589,055ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$590,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$589,055TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,910ExcessRevenueOverExpensesAmt
Net Investment Income$47,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$81,272CashBOYAmt
Cash EOY$68,271CashEOYAmt
Cash EOYFMV$68,271CashEOYFMVAmt
US Government Obligations BOY$477,120USGovernmentObligationsBOYAmt
US Government Obligations EOY$497,269USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$497,269USGovtObligationsEOYFMVAmt
Corporate Stock BOY$251,930CorporateStockBOYAmt
Corporate Stock EOY$251,930CorporateStockEOYAmt
Corporate Stock EOYFMV$833,397CorporateStockEOYFMVAmt
Other Assets BOY$1,787OtherAssetsBOYAmt
Other Assets EOY$1,549OtherAssetsEOYAmt
Other Assets EOYFMV$1,549OtherAssetsEOYFMVAmt
Total Assets BOY$812,109TotalAssetsBOYAmt
Total Assets EOY$819,019TotalAssetsEOYAmt
Total Assets EOYFMV$1,400,486TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$812,109RetainedEarningBOYAmt
Retained Earning EOY$819,019RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$812,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$819,019TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$812,109TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$819,019TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$812,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,910ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$819,019SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$819,019TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$657InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$657SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$657TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$640TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Tax Due$31TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION MANAGEMEMTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6265806005PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13534 N PECK ROADAddressLine1Txt
CityEL MONTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91731ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY W PENSKE
3534 N PECK ROADEL MONTECA91731CHAIRMAN1.00$0$0$0
PATRICIA DURHAM PENSKE
3534 N PECK ROADEL MONTECA91731PRESIDENT1.00$0$0$0
SOPHIA PENSKE
3534 N PECK ROADEL MONTECA91731SECRETARY1.00$0$0$0
NICHOLAS PENSKE
3534 N PECK ROADEL MONTECA91731TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,352,901AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,873AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,387,774TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,387,774AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,366,957NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,348MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,348MinimumInvestmentReturnAmt
Tax Based On Investment Income$657TaxBasedOnInvestmentIncomeAmt
Total Tax$657TotalTaxAmt
Distributable Before Adj$67,691DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$67,691DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$67,691DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$589,055ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$589,055QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,691DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$359,711ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$547,300ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$400,744ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$442,869ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$113,850ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,864,474TotalExcessDistributionCyovAmt
Qualifying Distributions$589,055QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,691AppliedToCurrentYearAmt
Remaining Distri From Corpus$521,364RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,385,838TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$359,711ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,026,127ExcessDistriCyovToNextYrAmt
Excess From Year4$547,300ExcessFromYear4Amt
Excess From Year3$400,744ExcessFromYear3Amt
Excess From Year2$442,869ExcessFromYear2Amt
Excess From Year1$113,850ExcessFromYear1Amt
Excess From Current Year$521,364ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREGORY W PENSKEContributingManagerNm
Contributing ManagerPATRICIA DURHAM PENSKEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AIM FOR MENTAL HEALTH
PO BOX 4294CARMELCA93921NONEPCGENERAL$5,000
ALLIES FOR EVERY CHILD
5721 W SLAUSON AVE STE 140CULVER CITYCA90230NONEPCGENERAL$10,000
ALZHEIMER'S LOS ANGELES
4221 WILSHIRE BLVD 400LOS ANGELESCA90010NONEPCGENERAL$10,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET STE 609NEW YORKNY10036NONEPCGENERAL$5,000
FRIENDS OF GOLF INC
9854 NATIONAL BLVD 340LOS ANGELESCA90034NONEPCGENERAL$50,000
HARLEM LACROSSE
8 WEST 126TH ST 3RD FLOORNEW YORKNY10027NONEPCGENERAL$75,000
HELEN'S PINK SKY FOUNDATION
6736 BELLFLOWER DRMINNETRISTAMN55331NONEPCGENERAL$50,000
JOHN DYNIEWSKI FOUNDATION
15 MORNING GLORY DRIVEMARLTONNJ08053NONEPCGENERAL$25,000
LAS MADRINAS
PO BOX 80378CITY OF INDUSTRYCA91716NONEPCGENERAL$10,000
LOS ANGELES POLICE FOUNDATION
633 W 5TH AVE STE 960LOS ANGELESCA90071NONEPCGENERAL$16,989
POSITIVE COACHING ALLIANCE
66 FRANKLIN STREET SUITE 300OAKLANDCA94607NONEPCGENERAL$10,000
SAINT JOHN'S HEALTH CENTER FOUNDATION
2121 SANTA MONICA BLVDSANTA MONICACA90404NONEPCGENERAL$40,000
THE PAINTED TURTLE
1300 4TH STREET STE 300SANTA MONICACA90401NONEPCGENERAL$5,000
UCLA DEVELOPMENT FOUNDATION
10889 WILSHIRE BLVD STE 1000LOS ANGELESCA90024NONEPCGENERAL$271,666
YOUTH RENEWAL FUND
1460 BROADWAYNEW YORKNY10036NONEPCGENERAL$5,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$589,055TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,183ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,243ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,243TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GREGORY W AND PATRICIA DURHAM PENSK
13534 N PECK ROADEL MONTECA91731$450,000Yes (X)
PENSKE CORPORATION
22555 TELEGRAPH ROADBLOOMFIELD HILLSMI48302$100,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock5265 SHS PENSKE AUTO GROUP INC.StockNm
EOY Book Value$251,930EOYBookValueAmt
EOYFMV$833,397EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$497,269USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$497,269USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc
BOY Book Value$1,787BOYBookValueAmt
EOY Book Value$1,549EOYBookValueAmt
EOYFMV$1,549EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGREGORY W AND PATRICIA DURHAM PENSKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13534 N PECK ROADAddressLine1Txt
CityEL MONTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91731ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2024 BALANCE DUE$638$0$0
2025 ESTIMATED TAX$640$0$0