ARTHUR AND GLADYS L PANCOE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR AND GLADYS L PANCOE FOUNDATION (EIN 36-7605351)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349102617
- Schema version
- 2023v5.0
- 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
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:36:38-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462353353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSER RAVID JASON BASSO AND FARBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 W MONROE STREET SUITE 2300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606065014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367605351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR AND GLADYS L PANCOE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 7724929351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 961 GREENWAY LANE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER PANCOE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7724929351 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDER | PersonFirstNm |
| Person Last | PANCOE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V BASSO | PreparerPersonNm |
| PTIN | P00582766 | PTIN |
| Phone | 3127824710 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,897,579 | 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 | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,025,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,162 | 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 |
| Other Prof Fees Rev And Expnss | $3,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,165 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,165 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,812,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $351,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,303 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $479,049 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $492,317 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $982,199 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,051,890 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,001,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,813,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,897,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,000 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,813,551 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,813,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,813,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,812,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,813,551 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,813,551 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHEESE CAKE FACTORY INC | P | 2023-07-12 | 2023-10-03 | $1,801 | $2,271 | -$470 | -$470 |
| CHEESE CAKE FACTORY INC | P | 2023-07-12 | 2023-10-04 | $791 | $981 | -$190 | -$190 |
| CHR HANSEN HLDG A/S | P | 2023-07-12 | 2023-09-12 | $462 | $488 | -$26 | -$26 |
| CHR HANSEN HLDG A/S | P | 2023-07-12 | 2023-09-26 | $304 | $357 | -$53 | -$53 |
| CHR HANSEN HLDG A/S | P | 2023-07-12 | 2023-10-10 | $378 | $438 | -$60 | -$60 |
| CHR HANSEN HLDG A/S | P | 2023-10-04 | 2023-10-10 | $203 | $222 | -$19 | -$19 |
| CISCO SYS INC | P | 2023-10-04 | 2023-12-19 | $1,101 | $1,177 | -$76 | -$76 |
| CUMMINS INC | P | 2023-07-12 | 2023-12-07 | $755 | $755 | $0 | $0 |
| EATON CORP PLC SHS | P | 2023-11-17 | 2023-12-19 | $758 | $727 | $31 | $31 |
| ELECTRONIC ARTS INC | P | 2023-07-12 | 2023-08-29 | $472 | $528 | -$56 | -$56 |
| ELECTRONIC ARTS INC | P | 2023-07-12 | 2023-09-12 | $543 | $607 | -$64 | -$64 |
| KLA CORPORATION | P | 2023-07-12 | 2023-10-10 | $733 | $719 | $14 | $14 |
| LAM RESEARCH CORPORATION | P | 2023-07-12 | 2023-08-16 | $660 | $628 | $32 | $32 |
| MARSH & MCLENNAN COS INC | P | 2023-11-17 | 2023-12-07 | $751 | $763 | -$12 | -$12 |
| MEDTRONIC PLC SHS | P | 2023-07-12 | 2023-10-24 | $1,049 | $1,049 | $0 | $0 |
| MURATA MANUFACTURING CO LTD | P | 2023-07-12 | 2023-10-03 | $4 | $5 | -$1 | -$1 |
| NEXTERA ENERGY INC | P | 2023-07-12 | 2023-10-10 | $603 | $603 | $0 | $0 |
| NIKE INC B | P | 2023-07-12 | 2023-10-10 | $502 | $502 | $0 | $0 |
| NOVO NORDISK A/S ADR | P | 2023-07-12 | 2023-08-09 | $903 | $752 | $151 | $151 |
| NOVO NORDISK A/S ADR | P | 2023-07-12 | 2023-09-08 | $513 | $406 | $107 | $107 |
| NOVO NORDISK A/S ADR | P | 2023-07-12 | 2023-09-20 | $47 | $40 | $7 | $7 |
| NOVO NORDISK A/S ADR | P | 2023-10-04 | 2023-10-12 | $653 | $579 | $74 | $74 |
| NOVO NORDISK A/S ADR | P | 2023-10-04 | 2023-10-16 | $232 | $206 | $26 | $26 |
| NOVOZYMES A/S UNSPONS APR | P | 2023-07-12 | 2023-09-12 | $492 | $525 | -$33 | -$33 |
| NOVOZYMES A/S UNSPONS APR | P | 2023-07-12 | 2023-09-26 | $261 | $310 | -$49 | -$49 |
| NOVOZYMES A/S UNSPONS APR(CONT.) | P | 2023-07-12 | 2023-10-10 | $380 | $445 | -$65 | -$65 |
| NOVOZYMES A/S UNSPONS APR(CONT.) | P | 2023-10-04 | 2023-10-10 | $205 | $226 | -$21 | -$21 |
| PHILIP MORRIS INTL INC | P | 2023-07-12 | 2023-11-09 | $885 | $884 | $1 | $1 |
| SANDOZ GROUP AG ADR | P | 2023-07-12 | 2023-10-04 | $11 | $10 | $1 | $1 |
| SANDOZ GROUP AG ADR | P | 2023-07-12 | 2023-10-11 | $199 | $179 | $20 | $20 |
| THE CIGNA GROUP | P | 2023-07-12 | 2023-12-07 | $1,233 | $1,302 | -$69 | -$69 |
| THE CIGNA GROUP | P | 2023-10-04 | 2023-12-07 | $512 | $566 | -$54 | -$54 |
| THE CIGNA GROUP | P | 2023-11-17 | 2023-12-07 | $639 | $697 | -$58 | -$58 |
| THOR INDUSTRIES INC | P | 2023-07-12 | 2023-10-03 | $1,349 | $1,349 | $0 | $0 |
| UNITED PARCEL SER INC CL-B | P | 2023-07-12 | 2023-08-16 | $519 | $562 | -$43 | -$43 |
| VERIZON COMMUNICATIONS | P | 2023-07-12 | 2023-07-18 | $593 | $636 | -$43 | -$43 |
| VERIZON COMMUNICATIONS | P | 2023-07-12 | 2023-08-29 | $837 | $850 | -$13 | -$13 |
| VICI PROPERTIES INC | P | 2023-07-12 | 2023-08-30 | $4,834 | $5,015 | -$181 | -$181 |
| WASTE MGMT INC (DELA) | P | 2023-11-17 | 2023-12-07 | $700 | $688 | $12 | $12 |
| XCEL ENERGY INC | P | 2023-07-12 | 2023-09-12 | $638 | $711 | -$73 | -$73 |
| XCEL ENERGY INC | P | 2023-07-12 | 2023-09-26 | $538 | $595 | -$57 | -$57 |
| ABCAM PLC ADS | P | 2023-07-12 | 2023-10-12 | $1,918 | $2,045 | -$127 | -$127 |
| ABCAM PLC ADS | P | 2023-10-04 | 2023-10-12 | $1,192 | $1,194 | -$2 | -$2 |
| BROADCOM INC | P | 2023-07-12 | 2023-11-09 | $1,673 | $1,619 | $54 | $54 |
| BROADCOM INC | P | 2023-11-17 | 2023-12-07 | $2,027 | $2,160 | -$133 | -$133 |
| CDW CORPORATATION | P | 2023-07-12 | 2023-09-15 | $2,948 | $2,686 | $262 | $262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $333 | TaxDueAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ALEXANDER PANCOE | IndividualWithBooksNm |
| Phone | 3128276645 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 SUSSEX LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARIANN PANCOE | ||||||||
| 961 GREENWAY LANE | VERO BEACH | FL | 32963 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDER PANCOE | ||||||||
| 292 SUSSEX LANE | LAKE FOREST | IL | 600452056 | TRUSTEE | 1.00 | $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 | $1,799,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $438,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,237,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,237,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,203,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $333 | TotalTaxAmt |
| Distributable Before Adj | $109,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,861 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $210,165 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $116 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $49 | AppliedToYear1Amt |
| Applied To Prior Years | $116 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,139 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,139 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $100,139 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALIVE RESCUE | |||||||
| PO BOX 39111 | CHICAGO | IL | 60639 | NONE | 501(C)(3) | GENERAL FUND | $165 |
| LURIE CHILDREN'S FOUNDATION | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | GENERAL FUND | $50,000 |
| TRUE NU | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | 501(C)(3) | GENERAL FUND | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,165 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,906 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR PANCOE ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 SUSSEX LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION MADE QUALIFYING DISTRIBUTIONS OF $210,165 DURING THE YEAR 2023. OUT OF $210,165 QUALIFYING DISTRIBUTION, $109,861 IS APPLIED TO THE TAX YEAR 2023 AND $49 IS APPLIED TO THE TAX YEAR 2022.THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)(2) TO APPLY PART OF THE EXCESS QUALIFYING DISTRIBUTIONS FOR THE TAX YEAR 2023 TO UNDISTRIBUTED INCOME REMAINING FROM THE TAX YEARS BEFORE 2022 AS FOLLOW:TAX YEAR 2019: $18TAX YEAR 2020: $49TAX YEAR 2021: $49THE REMAINING EXCESS DISTRIBUTION OF $100,139 IS BEING CARRIED FORWARD TO BE APPLIED TO TAX YEAR 2024 AND SUBSEQUENT YEARS. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | N/A | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (152 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (ABT) | $4,488 | $4,857 |
| ABBVIE INC COM (ABBV) | $9,144 | $10,140 |
| ACCENTURE PLC IRELAND CL A (ACN) | $6,609 | $7,301 |
| ADIDAS AG (ADDYY) | $5,683 | $6,160 |
| AIA GROUP LTD SPON ADR (AAGIY) | $5,948 | $5,473 |
| AIR LIQUIDE ADR (AIQUY) | $10,451 | $11,595 |
| AMADEUS IT GROUP S.A ADR (AMADY) | $4,686 | $5,068 |
| AMEREN CORP (HLDG CO) (AEE) | $2,807 | $2,575 |
| AMERICAN ELEC PWR CO INC (AEP) | $2,941 | $2,947 |
| ANALOG DEVICES INC (ADI) | $7,689 | $8,194 |
| ARMSTRONG WORLD INDS INC NEW (AWI) | $5,396 | $7,023 |
| ASM INTERNATIONAL NV (ASMIY) | $4,318 | $5,011 |
| ASML HOLDING NV NY REG NEW (ASML) | $11,601 | $13,018 |
| AT&T INC (T) | $5,001 | $5,588 |
| ATLAS COPCO AB SP ADR B SP ADR (ATLCY) | $6,759 | $8,080 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $3,825 | $3,865 |
| AVALONBAY COMM INC (AVB) | $2,288 | $2,335 |
| AVERY DENNISON CORPORATION (AVY) | $2,611 | $2,875 |
| BANK OF AMERICA CORP (BAC) | $4,729 | $5,556 |
| BANK OF HAWAII CORP (BOH) | $5,480 | $8,043 |
| BANK OF NEW YORK MELLON CORP (BK) | $3,369 | $3,756 |
| BECTON DICKINSON & CO (BDX) | $5,625 | $5,438 |
| BERKLEY W R CORP (WRB) | $11,530 | $12,871 |
| BJS WHSL CLUB HLDGS INC (BJ) | $7,021 | $6,799 |
| BLACKROCK INC (BLK) | $4,377 | $5,089 |
| BLACKSTONE INC (BX) | $1,757 | $2,274 |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) | $2,033 | $2,218 |
| BRISTOL MYERS SQUIBB CO (BMY) | $3,800 | $3,332 |
| BROADCOM INC (AVGO) | $8,598 | $10,955 |
| BROADRIDGE FIN SOLU.LLC (BR) | $10,637 | $12,602 |
| CACI INTERNATIONAL INC CL A (CACI) | $6,322 | $6,471 |
| CANADIAN NATL RAILWAY CO (CNI) | $6,715 | $7,431 |
| CHEVRON CORP (CVX) | $11,592 | $11,103 |
| CHUBB LTD (CB) | $6,835 | $7,608 |
| CISCO SYS INC (CSCO) | $9,643 | $9,649 |
| CLP HOLDINGS LTD SP ADR (CLPHY) | $4,046 | $4,416 |
| CME GROUP INC (CME) | $5,676 | $6,143 |
| CMS ENERGY CP (CMS) | $1,799 | $1,824 |
| COCA COLA CO (KO) | $5,921 | $6,011 |
| COLOPLAST AS SPONSERED ADR (CLPBY) | $7,213 | $7,299 |
| COMCAST CORP (NEW) CLASS A (CMCSA) | $10,439 | $10,743 |
| COMPASS GROUP PLC SPD ADR (CMPGY) | $8,393 | $8,754 |
| CONOCOPHILLIPS (COP) | $3,751 | $3,874 |
| CSL LTD (CSLLY) | $5,965 | $6,868 |
| CUMMINS INC (CMI) | $3,123 | $3,059 |
| DAIKIN INDS LTD UNSPON ADR (DKILY) | $6,170 | $5,576 |
| DASSAULT SYSTEMS SA ADS (DASTY) | $8,291 | $9,480 |
| DIAGEO PLC SPON ADR NEW (DEO) | $6,197 | $5,689 |
| DOLBY CLA A COM STK (DLB) | $9,741 | $9,911 |
| DTE ENERGY COMPANY (DTE) | $1,446 | $1,496 |
| EATON CORP PLC SHS (ETN) | $5,696 | $6,569 |
| ELEVANCE HEALTH INC (ELV) | $6,020 | $6,458 |
| ENTERGY CORP NEW (ETR) | $2,828 | $2,966 |
| EOG RESOURCES INC (EOG) | $6,307 | $6,305 |
| EVERSOURCE ENERGY COM (ES) | $1,666 | $1,588 |
| EXPERIAN GP LTD ADR (EXPGY) | $5,498 | $6,245 |
| EXXON MOBIL CORP (XOM) | $11,952 | $11,098 |
| FANUC CORPORATION UNSP ADR (FANUY) | $3,249 | $3,177 |
| FERRARI N V (RACE) | $8,670 | $9,097 |
| FULLER H B & COMPANY (FUL) | $7,272 | $8,222 |
| GENERAL MILLS INC (GIS) | $2,357 | $2,368 |
| GENTEX CORP (GNTX) | $10,153 | $10,680 |
| GENUINE PARTS CO (GPC) | $2,261 | $2,023 |
| GRACO INC (GGG) | $10,086 | $10,758 |
| HANG LUNG PPTYS LTD SPON ADR (HLPPY) | $2,914 | $2,843 |
| HERMES INTL SCA UNSPON ADR (HESAY) | $10,028 | $10,350 |
| HOME DEPOT INC (HD) | $10,331 | $11,568 |
| HONEYWELL INTL INC (HON) | $7,981 | $8,494 |
| HOULIHAN LOKEY INC CL A (HLI) | $5,532 | $6,524 |
| HOYA CORP SPONS ADR (HOCPY) | $6,017 | $6,751 |
| ILL TOOL WORKS INC (ITW) | $3,484 | $3,747 |
| INDUSTRIA DE DISENO TEXTIL IND (IDEXY) | $7,004 | $7,993 |
| INTL BUSINESS MACHINES CORP (IBM) | $6,650 | $7,682 |
| JACK HENRY & ASSOC INC (JKHY) | $10,090 | $10,531 |
| JARDINE MATHESON HLDGS LTD ADR (JMHLY) | $3,380 | $3,012 |
| JOHN BEAN TECHNOLOGIES CORP (JBT) | $5,878 | $5,158 |
| JOHNSON & JOHNSON (JNJ) | $12,775 | $12,898 |
| JPMORGAN CHASE & CO (JPM) | $15,478 | $17,690 |
| KADANT INC (KAI) | $7,689 | $8,321 |
| KLA CORPORATION (KLAC) | $6,522 | $7,860 |
| KONE OYJ ADR (KNYJY) | $5,189 | $5,463 |
| L OREAL CO ADR (LRLCY) | $10,652 | $11,848 |
| LAM RESEARCH CORPORATION (LRCX) | $5,915 | $7,229 |
| LAMAR ADVERTISING CO NEW CL A (LAMR) | $4,977 | $5,551 |
| LANDSTAR SYSTEM INC (LSTR) | $10,277 | $10,782 |
| LENNOX INTL INC (LII) | $9,999 | $12,353 |
| LESLIES INC (LESL) | $7,187 | $7,843 |
| LINDE PLC (LIN) | $5,828 | $6,266 |
| LOCKHEED MARTIN CORP (LMT) | $4,788 | $4,894 |
| LONZA GROUP AG ZUERICH ADR (LZAGY) | $3,881 | $3,155 |
| LPL FINL HLDGS INC COM (LPLA) | $9,601 | $9,770 |
| LVMH MOET HENNESSY LOUIS VUITT (LVMUY) | $11,742 | $11,041 |
| MARSH & MCLENNAN COS INC (MMC) | $7,641 | $7,610 |
| MC DONALDS CORP (MCD) | $7,413 | $7,850 |
| MEDTRONIC PLC SHS (MDT) | $4,745 | $4,622 |
| MERCK & CO INC NEW COM (MRK) | $8,298 | $8,611 |
| MERCK KGAA SPD ADR (MKKGY) | $6,019 | $5,762 |
| MICROCHIP TECHNOLOGY INC (MCHP) | $6,016 | $6,365 |
| MICROSOFT CORP (MSFT) | $16,535 | $18,210 |
| MONDELEZ INTL INC COM (MDLZ) | $5,308 | $5,451 |
| MORGAN STANLEY (MS) | $5,129 | $5,782 |
| MURATA MANUFACTURING CO LTD (MRAAY) | $6,505 | $7,377 |
| NATL BEVERAGE CORP (FIZZ) | $8,389 | $8,602 |
| NESTLE SPON ADR REP REG SHR (NSRGY) | $7,938 | $7,925 |
| NEXTERA ENERGY INC (NEE) | $2,414 | $2,138 |
| NIKE INC B (NKE) | $1,906 | $1,951 |
| NORTHROP GRUMMAN CP(HLDG CO) (NOC) | $5,713 | $5,945 |
| NOVARTIS AG ADR (NVS) | $7,351 | $7,884 |
| NOVO NORDISK A/S ADR (NVO) | $10,596 | $12,828 |
| PACKAGING CORP AMER (PKG) | $1,477 | $1,675 |
| PARKER HANNIFIN CORP (PH) | $7,423 | $8,496 |
| PEPSICO INC NC (PEP) | $4,339 | $4,222 |
| PHILIP MORRIS INTL INC (PM) | $4,853 | $4,729 |
| PNC FINL SVCS GP (PNC) | $4,785 | $5,764 |
| PPG INDUSTRIES INC (PPG) | $4,316 | $4,530 |
| PROCTER & GAMBLE (PG) | $10,415 | $10,259 |
| PROLOGIS INC COM (PLD) | $2,228 | $2,542 |
| PRUDENTIAL PLC ADR (PUK) | $4,180 | $3,794 |
| PUBLIC STORAGE (PSA) | $2,148 | $2,358 |
| RBC BEARINGS INC (RBC) | $10,044 | $12,437 |
| ROCHE HOLDINGS ADR (RHHBY) | $6,603 | $6,703 |
| SAP AG (SAP) | $7,141 | $7,986 |
| SGS SA ADR (SGSOY) | $5,707 | $5,620 |
| SHIN ETSU CHEM CO LTD ADR (SHECY) | $10,302 | $13,598 |
| SMC CORP JAPAN SPONSORED ADR (SMCAY) | $9,819 | $10,371 |
| SOUTHERN CO (SO) | $4,109 | $4,201 |
| SYSMEX CORP UNSPON ADR (SSMXY) | $4,713 | $4,515 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $10,431 | $11,128 |
| TERADYNE INC (TER) | $7,994 | $8,462 |
| TERUMO CORP ADR UNSPONS ADR (TRUMY) | $2,713 | $2,982 |
| TEXAS INSTRUMENTS (TXN) | $3,865 | $3,912 |
| THE SCOTTS MIRACLE-GRO COMPANY (SMG) | $5,655 | $5,911 |
| THOR INDUSTRIES INC (THO) | $8,099 | $9,172 |
| TORO CO (TTC) | $8,743 | $8,863 |
| TOTALENERGIES SE SPONSORED ADS (TTE) | $5,894 | $6,406 |
| TRANE TECHNOLOGIES PLC (TT) | $4,344 | $5,152 |
| TRANSUNION (TRU) | $11,573 | $11,200 |
| UNIFIRST CP (UNF) | $4,486 | $5,098 |
| UNION PACIFIC CORP (UNP) | $8,872 | $10,252 |
| UNITED PARCEL SER INC CL-B (UPS) | $6,869 | $6,429 |
| UNITEDHEALTH GP INC (UNH) | $7,524 | $7,949 |
| UNIVERSAL MUSIC GROUP NV ADR (UNVGY) | $4,086 | $4,491 |
| VALERO ENERGY CP DELA NEW (VLO) | $4,607 | $4,930 |
| VISA INC CL A (V) | $6,982 | $7,529 |
| WALMART INC (WMT) | $9,370 | $9,420 |
| WASTE MGMT INC (DELA) (WM) | $3,689 | $4,000 |
| WD 40 COMPANY (WDFC) | $8,442 | $9,274 |
| WEC ENERGY GROUP INC COM (WEC) | $2,612 | $2,575 |
| WELLS FARGO & CO NEW (WFC) | $6,281 | $7,088 |
| WOLTERS KLUWER NV SPON ADR (WTKWY) | $4,146 | $4,712 |
| ZEBRA TECH CL-A (ZBRA) | $9,239 | $9,511 |
| ZURN ELKAY WATER SOLNS CORP (ZWS) | $6,882 | $7,117 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $479,049 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $492,317 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PNC BANK NA WILMINGTON DE CD | AT COST | $250,000 | $249,880 |
| BK OF AMERICA CD CHARLOTE NC CD | AT COST | $250,000 | $249,887 |
| GOLDMAN SACHS NEW YORK NY CD | AT COST | $250,000 | $249,077 |
| JPMORGAN CHASE BK N A FID | AT COST | $250,000 | $252,225 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $3,038 | Amt |
| Net Investment Income | $3,038 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR PANCOE ESTATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 SUSSEX LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $152 | Amt |
| Net Investment Income | $152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |