TERRY AND BARBARA ENGLAND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TERRY AND BARBARA ENGLAND FOUNDATION (EIN 47-2160771)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349102115
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T11:57:18-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364412474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERSTREET WILBERG & ASSOC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2918 CROSSING CT STE C-1 | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61822 | 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 | 472160771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY & BARBARA ENGLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TERR | BusinessNameControlTxt |
| Phone | 2173443438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2015 SILVER COURT EAST | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618016330 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT C ENGLAND | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 2173443438 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | ENGLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD WILBERG | PreparerPersonNm |
| PTIN | P00032976 | PTIN |
| Phone | 2173569199 | PhoneNum |
| Preparation | 2024-05-06 | 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 | $8,679,140 | 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 | $173,186 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,972 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,972 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $309,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,080 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,670 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $170 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $830 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $830 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $480,553 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $480,553 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $483,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$174,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,124,408 | CashBOYAmt |
| Cash EOY | $88,864 | CashEOYAmt |
| Cash EOYFMV | $88,864 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,136,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,894,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,434,454 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $20,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,822 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,281,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,003,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,679,140 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,281,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,003,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,281,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,003,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,281,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,003,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,281,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$174,073 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,107,042 | SubtotalAmt |
| Other Decreases | $103,299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,003,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RXO | P | 2019-06-25 | 2023-12-31 | $21,676 | $11,566 | $10,110 | $10,110 |
| VERALTO | P | 2022-02-01 | 2023-10-02 | $55 | $48 | $7 | $7 |
| XPO | P | 2019-06-25 | 2023-06-20 | $50,768 | $19,721 | $31,047 | $31,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,853 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,853 | SubtotalAmt |
| Tax Based On Investment Income | $1,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,630 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,630 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,630 | OriginalReturnTaxPaidAmt |
| Tax Due | $223 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERRY ENGLAND | IndividualWithBooksNm |
| Phone | 2173443438 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2015 SILVER COURT EAST | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALBERT C ENGLAND III | ||||||
| 2015 SILVER COURT EAST | URBANA | IL | 61801 | PRESIDENT | 000.00 | $0 |
| BARBARA A ENGLAND | ||||||
| 2015 SILVER COURT EAST | URBANA | IL | 61801 | SECRY/TREAS | 000.00 | $0 |
| STEPHEN E TAYLOR | ||||||
| 790 WEST BROOKFIELD RD | NEW BRAINTREE | MA | 01531 | DIRECTOR | 000.00 | $0 |
| HALEY E SALAS | ||||||
| 200 E 72nd ST Apt 31D | NEW YORK | NY | 10021 | DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,853 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,553 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $480,553 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $446,724 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $223,293 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $446,724 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $670,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $480,553 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $480,553 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,150,570 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $446,724 | PriorYearUndistributedIncmAmt |
| Taxable1 | $446,724 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $223,293 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $927,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $446,724 | ExcessFromYear4Amt |
| Excess From Current Year | $480,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TERRY ENGLAND | ContributingManagerNm |
| Contributing Manager | BARBARA ENGLAND | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLE-ILLINOIS COLLEGE OF MEDICINE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 W GREEN ST | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $480,553 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $480,553 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,972 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,887 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,164 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,080 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TERRY BARBARA ENGLAND | |||||||
| 1 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $40,141 | Yes (X) | |
| PRISCILLA S ENGLAND GST | |||||||
| 2 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $32,322 | Yes (X) | |
| ALBERT C ENGLAND GST | |||||||
| 3 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $32,322 | Yes (X) | |
| ELIOT P ENGLAND TRUST | |||||||
| 4 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $68,401 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 166 SH APPLE | $32,322 | 2023-12-12 |
| 3 | 166 SH APPLE | $32,322 | 2023-12-12 |
| 4 | 191 SH BERKSHIRE HATHAWAY SERIES B | $68,401 | 2023-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $1,670 | Amt |
| Net Investment Income | $1,670 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 846 shares of ABBVIE | $82,437 | $131,105 |
| 1500 shares of WALT DISNEY | $183,955 | $135,435 |
| 500 shares of JP MORGAN CHASE | $28,399 | $85,050 |
| 4000 shares of ALPHABET | $212,825 | $558,760 |
| 150 shares of ASML | $55,200 | $113,538 |
| 500 shares of NIKE | $28,192 | $54,285 |
| 22 shares of VIATRIS | $354 | $238 |
| 31 shares of VANGUARD INDEX VFIAX | $10,542 | $13,533 |
| 1500 shares of EMERSON ELECTRIC | $104,611 | $145,995 |
| 81 shares of VANGUARD MID CAP VIMAX | $20,733 | $23,369 |
| 500 shares of ABBOTT LABS | $20,617 | $55,035 |
| 379 shares of FIDELITY GOVT FRGXX | $378,694 | $378,694 |
| 800 shares of MICROSOFT | $124,213 | $300,832 |
| 100 shares of PARKER HANNIFIN | $29,195 | $46,070 |
| 400 shares of CATERPILLAR | $71,442 | $118,268 |
| 2000 shares of CISCO | $75,460 | $101,040 |
| 500 shares of STARBUCKS | $31,812 | $48,005 |
| 1200 shares of AMAZON | $104,480 | $182,328 |
| 4919 shares of APPLE | $241,238 | $947,055 |
| 700 shares of PEPSICO | $83,228 | $118,888 |
| 180 shares of BLACKROCK | $92,008 | $146,124 |
| 275 shares of LOWES | $41,707 | $61,201 |
| 1085 shares of DANAHER | $196,464 | $251,004 |
| 180 shares of EOG RESOURCES | $22,560 | $21,771 |
| 270 shares of EXXON | $22,622 | $26,995 |
| 750 shares of META PLATFORMS | $155,414 | $265,470 |
| 257 shares of HOME DEPOT | $50,384 | $89,063 |
| 650 shares of IL TOOL WORKS | $98,926 | $170,261 |
| 1000 shares of GXO | $21,670 | $61,160 |
| 1025 shares of MEDTRONIC | $95,304 | $84,440 |
| 1000 shares of PROCTOR GAMBLE | $83,996 | $146,540 |
| 500 shares of SHOPIFY CL A | $77,218 | $389,500 |
| 2700 shares of US BANCORP | $138,755 | $116,856 |
| 385 shares of WALMART | $40,300 | $60,695 |
| 1000 shares of INTEL | $57,777 | $50,250 |
| 580 shares of BLOCK INC SQ | $48,509 | $44,863 |
| 1825 shares of TRUIST | $90,164 | $67,379 |
| 700 shares of TWILIO | $88,322 | $53,109 |
| 850 shares of UNITED HEALTH | $211,640 | $447,500 |
| 475 shares of SALESFORCE | $72,301 | $124,992 |
| 1000 shares of PFIZER | $36,972 | $28,790 |
| 1707 shares of NVIDIA | $71,344 | $845,341 |
| 250 shares of MCDONALDS | $49,540 | $74,128 |
| 441 shares of BERKSHIRE HATHAWAY | $70,897 | $157,287 |
| 1000 shares of BOEING | $275,189 | $260,660 |
| 40 shares of BOOKING HLDNGS | $74,450 | $141,889 |
| 1500 shares of CVS HEALTH | $97,185 | $118,440 |
| 932 shares of SEALED AIR | $41,539 | $34,037 |
| 300 shares of AIR PRODUCTS | $77,866 | $82,140 |
| 600 shares of AIRBNB | $113,748 | $81,684 |
| 450 shares of TESLA | $113,135 | $111,816 |
| 100 shares of DEERE | $41,115 | $39,987 |
| 300 shares of ENPHASE | $51,777 | $39,642 |
| 750 shares of MT BANK | $110,855 | $102,810 |
| 165 shares of STRYKER | $49,716 | $49,411 |
| 361 shares of VLTO | $25,883 | $29,696 |
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH VALUE LIFE INSURANCE | Desc |
| BOY Book Value | $20,000 | BOYBookValueAmt |
| EOY Book Value | $20,000 | EOYBookValueAmt |
| EOYFMV | $155,822 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER YEAR END ADJUSTMENTS | Desc |
| Amt | $103,299 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DIRECTOR EXP | $43 | $43 |
| POSTAGE | $15 | $15 |
| SAFE DEPOSIT BOX | $58 | $58 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Section 199A dividends | Desc |
| Revenue And Expenses Per Books | $57 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| TERRY BARBARA ENGLAND | |||
| 2015 SILVER COURT EAST | URBANA | IL | 61801 |
| PRISCILLA S ENGLAND GST | |||
| 2015 SILVER COURT EAST | URBANA | IL | 61801 |
| ALBERT C ENGLAND GST | |||
| 2015 SILVER COURT EAST | URBANA | IL | 61801 |
| ELIOT P ENGLAND TRUST | |||
| 2015 SILVER COURT EAST | URBANA | IL | 61801 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ILLINOIS CHARITY BUREAU | $25 | $25 |
| FOREIGN TAXES PAID | $145 | $145 |
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