TERRY AND BARBARA ENGLAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TERRY AND BARBARA ENGLAND FOUNDATION (EIN 47-2160771)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349101636
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T07:43:14-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,027,603 | 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 | $744,871 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $414 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $414 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $414 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $117,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,255 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $117,255 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,449,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,232 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $869,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,901 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $117,669 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,185 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,227 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,227 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,638 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,638 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $3,638 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $84 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,134 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $299,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,134 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $570,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $108,535 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,864 | CashBOYAmt |
| Cash EOY | $43,086 | CashEOYAmt |
| Cash EOYFMV | $43,086 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,894,879 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,833,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,805,782 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $20,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $178,735 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,003,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,896,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,027,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,003,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,896,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,003,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,896,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,003,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,896,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,003,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $570,638 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,574,381 | SubtotalAmt |
| Other Decreases | $677,848 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,896,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CORNERSTONE | P | 2024-01-02 | 2024-12-31 | $422,673 | $422,673 | ||
| CORNERSTONE | P | 2023-06-20 | 2024-12-31 | $378,694 | $378,694 | ||
| BLOCK INC | P | 2019-09-20 | 2024-08-13 | $36,327 | $48,509 | -$12,182 | -$12,182 |
| INTEL | P | 2020-03-03 | 2024-08-13 | $20,087 | $57,777 | -$37,690 | -$37,690 |
| MT BANK | P | 2023-02-08 | 2024-08-13 | $119,265 | $110,855 | $8,410 | $8,410 |
| TRUIST FINL CORP | P | 2018-10-11 | 2024-08-13 | $75,155 | $90,165 | -$15,010 | -$15,010 |
| TWILIO INC | P | 2019-03-12 | 2024-08-13 | $42,280 | $88,322 | -$46,042 | -$46,042 |
| US BANKCORP | P | 2018-11-21 | 2024-08-13 | $112,655 | $138,755 | -$26,100 | -$26,100 |
| UNITED HEALTHCARE | P | 2019-06-25 | 2024-08-13 | $242,599 | $106,753 | $135,846 | $135,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,232 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,609 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,609 | SubtotalAmt |
| Tax Based On Investment Income | $1,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,853 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,853 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,853 | OriginalReturnTaxPaidAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $242 | OverpaymentAmt |
| Applied To ES Tax | $242 | AppliedToESTaxAmt |
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 |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2019 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | $1,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,609 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $290,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $446,724 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $480,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $927,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $290,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,217,277 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $446,724 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $770,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $480,553 | ExcessFromYear1Amt |
| Excess From Current Year | $290,000 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIV OF ILLINOIS FOUNDATION | |||||||
| 303 ST MARYS RD | CHAMPAIGN | IL | 61820 | NONE | PC | SCHOLARSHIP | $100,000 |
| UNIV OF ILLINOIS FOUNDATION | |||||||
| 303 ST MARYS RD | CHAMPAIGN | IL | 61820 | NONE | PC | WILL RADIO | $100,000 |
| URBANA PARK DISTRICT | |||||||
| 505 W STOUGHTON | URBANA | IL | 61801 | NONE | GOV | GARDENS | $15,000 |
| HABITAT FOR HUMANITY | |||||||
| 1914 GLENN PARK DR | CHAMPAIGN | IL | 61821 | NONE | PC | 2026 HOUSE SPONSORSHIP | $60,000 |
| URBANA FREE LIBRARY | |||||||
| 210 W GREEN | URBANA | IL | 61801 | NONE | PC | GARDENS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $414 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,255 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,901 | 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 | $42,817 | Yes (X) | |
| PRISCILLA S ENGLAND GST | |||||||
| 2 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $15,068 | Yes (X) | |
| ALBERT C ENGLAND GST | |||||||
| 3 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $15,068 | Yes (X) | |
| ELIOT P ENGLAND TRUST | |||||||
| 4 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $671,918 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 62 sh Apple | $15,068 | 2024-12-05 |
| 3 | 62 sh Apple | $15,068 | 2024-12-05 |
| 4 | 4632 sh Nvidia 236 sh Nvidia | $706,152 | 2024-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCTG FEES | CategoryTxt |
| Amt | $3,185 | Amt |
| Net Investment Income | $3,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,185 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 846 shares of ABBVIE | $82,437 | $150,334 |
| 1500 shares of WALT DISNEY | $183,955 | $167,025 |
| 500 shares of JP MORGAN CHASE | $173,782 | $287,652 |
| 4000 shares of ALPHABET | $212,825 | $757,200 |
| 150 shares of ASML | $55,200 | $103,962 |
| 500 shares of NIKE | $28,192 | $37,835 |
| 22 shares of VIATRIS | $354 | $274 |
| 31 shares of VANGUARD INDEX VFIAX | $10,749 | $16,911 |
| 1500 shares of EMERSON ELECTRIC | $104,611 | $185,895 |
| 81 shares of VANGUARD MID CAP VIMAX | $21,127 | $26,793 |
| 500 shares of ABBOTT LABS | $20,617 | $56,555 |
| 379 shares of FIDELITY GOVT FRGXX | $282,281 | $282,281 |
| 800 shares of MICROSOFT | $124,213 | $337,200 |
| 100 shares of PARKER HANNIFIN | $29,195 | $63,603 |
| 400 shares of CATERPILLAR | $71,442 | $145,104 |
| 2000 shares of CISCO | $75,460 | $118,400 |
| 500 shares of STARBUCKS | $31,812 | $45,625 |
| 1200 shares of AMAZON | $104,480 | $263,268 |
| 4919 shares of APPLE | $247,285 | $1,262,868 |
| 700 shares of PEPSICO | $83,228 | $106,442 |
| 180 shares of BLACKROCK | $130,626 | $230,650 |
| 275 shares of LOWES | $41,707 | $67,870 |
| 1085 shares of DANAHER | $196,464 | $249,062 |
| 180 shares of EOG RESOURCES | $22,560 | $22,064 |
| 270 shares of EXXON | $22,622 | $29,044 |
| 750 shares of META PLATFORMS | $155,414 | $439,133 |
| 257 shares of HOME DEPOT | $50,384 | $99,970 |
| 650 shares of IL TOOL WORKS | $98,926 | $164,814 |
| 1000 shares of GXO | $21,670 | $43,500 |
| 1025 shares of MEDTRONIC | $95,304 | $81,877 |
| 1000 shares of PROCTOR GAMBLE | $83,996 | $167,650 |
| 500 shares of SHOPIFY CL A | $77,218 | $531,650 |
| 385 shares of WALMART | $40,300 | $104,354 |
| 425 shares of UNITED HEALTH | $104,887 | $214,991 |
| 475 shares of SALESFORCE | $72,301 | $158,807 |
| 1000 shares of PFIZER | $36,972 | $26,530 |
| 21938 shares of NVIDIA | $89,249 | $2,946,054 |
| 250 shares of MCDONALDS | $49,540 | $72,473 |
| 441 shares of BERKSHIRE HATHAWAY | $70,897 | $199,896 |
| 1000 shares of BOEING | $275,189 | $177,000 |
| 40 shares of BOOKING HLDNGS | $74,450 | $198,736 |
| 1500 shares of CVS HEALTH | $97,185 | $67,335 |
| 932 shares of SEALED AIR | $41,539 | $31,530 |
| 300 shares of AIR PRODUCTS | $77,866 | $87,012 |
| 600 shares of AIRBNB | $113,748 | $78,846 |
| 450 shares of TESLA | $113,135 | $181,728 |
| 700 shares of VISA | $183,046 | $221,228 |
| 100 shares of DEERE | $41,115 | $42,370 |
| 300 shares of ENPHASE | $51,777 | $20,604 |
| 165 shares of STRYKER | $49,716 | $59,408 |
| 361 shares of VLTO | $25,883 | $36,768 |
| 3300 shares of CITIGROUP | $192,529 | $232,287 |
| 200 shares of MASTERCARD | $91,987 | $105,314 |
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 | $178,735 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER YEAR END ADJUSTMENTS | Desc |
| Amt | $677,848 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DIRECTOR EXP | $16 | $16 | $16 |
| POSTAGE | $14 | $14 | $14 |
| SAFE DEPOSIT BOX | $29 | $29 | $29 |
| FILING FEE | $15 | $15 | $15 |
| REPORT FEE | $10 | $10 | $10 |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| US TREASURY | $1,853 | $1,853 | $1,853 |
| FOREIGN TAXES PAID | $151 | $151 | $151 |
| US TREASURY | $223 | $223 | $223 |
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