TERRY AND BARBARA ENGLAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TERRY AND BARBARA ENGLAND FOUNDATION (EIN 47-2160771)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-09
- IRS object ID
- 202222219349100237
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-09T04:01:31-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-08-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD WILBERG | PreparerPersonNm |
| PTIN | P00032976 | PTIN |
| Phone | 2173569199 | PhoneNum |
| Preparation | 2022-08-09 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,090,999 | 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 | $177,583 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $135 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $135 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,747 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,155 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,155 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $238,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,037 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,250 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,501 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,501 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,599 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $324 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $227,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,713,267 | CashBOYAmt |
| Cash EOY | $1,272,756 | CashEOYAmt |
| Cash EOYFMV | $1,272,755 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,224,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,873,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,646,118 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$21,672 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $172,126 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,915,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,166,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,090,999 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,915,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,166,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,915,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,166,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,915,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,166,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,915,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $227,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,804 | OtherIncreasesAmt |
| Subtotal | $5,166,472 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,166,472 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $700 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $700 | SubtotalAmt |
| Tax Based On Investment Income | $700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,328 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,328 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,328 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,628 | OverpaymentAmt |
| Applied To ES Tax | $2,628 | 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 | false | 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 | ||||||
| 290 3RD AVE APT 8A | NEW YORK | NY | 10010 | DIRECTOR | 000.00 | $0 |
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 | $700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $700 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,931 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $223,293 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $446,724 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $671,948 | TotalExcessDistributionCyovAmt |
| Total Corpus | $671,948 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,931 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $670,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $223,293 | ExcessFromYear3Amt |
| Excess From Year2 | $446,724 | ExcessFromYear2Amt |
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 |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,747 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,037 | 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 |
Contributor Information ContributorInformationGrp (6 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 | $32,000 | Yes (X) | |
| TERRY & BARBARA ENGLAND | |||||||
| 2 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $20,000 | Yes (X) | |
| PRISCILLA S ENGLAND GST | |||||||
| 3 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $11,000 | Yes (X) | |
| ALBERT C ENGLAND GST | |||||||
| 4 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $12,000 | Yes (X) | |
| ELIOT P ENGLAND TRUST | |||||||
| 5 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $92,000 | Yes (X) | |
| TERRY BARBARA ENGLAND | |||||||
| 6 | 2015 SILVER COURT EAST | URBANA | IL | 61801 | $10,583 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SINGLE PREMIUM VARIABLE LIFE POLICY NORTHWESTERN MUTUAL | NoncashPropertyDesc |
| Fair Market Value | $0 | FairMarketValueAmt |
| Received | 2021-10-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX PREP | $1,713 | $1,713 |
| $788 | $788 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 846 shares of ABBVIE | $82,437 | $114,548 |
| 1500 shares of WALT DISNEY | $183,955 | $232,335 |
| 500 shares of JP MORGAN CHASE | $28,399 | $79,175 |
| 200 shares of ALPHABET | $212,825 | $579,408 |
| 150 shares of ASML | $55,200 | $119,421 |
| 500 shares of NIKE | $28,192 | $83,335 |
| 22 shares of VIATRIS | $354 | $298 |
| 29 shares of VANGUARD INDEX VFIAX | $10,170 | $13,097 |
| 1500 shares of EMERSON ELECTRIC | $104,611 | $139,455 |
| 77 shares of VANGUARD MID CAP VIMAX | $20,069 | $24,663 |
| 500 shares of ABBOTT LABS | $20,617 | $70,370 |
| 1700 shares of KINDER MORGAN | $34,363 | $26,962 |
| 800 shares of MICROSOFT | $124,213 | $269,056 |
| 100 shares of PARKER HANNIFIN | $29,195 | $31,812 |
| 400 shares of CATERPILLAR | $71,442 | $82,696 |
| 2000 shares of CISCO | $75,460 | $126,740 |
| 500 shares of STARBUCKS | $31,812 | $58,485 |
| 60 shares of AMAZON | $104,480 | $200,060 |
| 4400 shares of APPLE | $215,926 | $781,308 |
| 700 shares of PEPSICO | $83,228 | $121,597 |
| 180 shares of BLACKROCK | $92,008 | $164,801 |
| 275 shares of LOWES | $41,707 | $71,082 |
| 485 shares of DANAHER | $50,365 | $159,570 |
| 180 shares of EOG RESOURCES | $22,560 | $15,989 |
| 270 shares of EXXON | $22,621 | $16,521 |
| 750 shares of META PLATFORMS | $155,414 | $252,263 |
| 257 shares of HOME DEPOT | $50,384 | $106,658 |
| 650 shares of IL TOOL WORKS | $98,926 | $160,420 |
| 1000 shares of GXO | $21,670 | $90,830 |
| 525 shares of MEDTRONIC | $50,218 | $54,311 |
| 1000 shares of PROCTOR GAMBLE | $83,996 | $163,580 |
| 500 shares of SHOPIFY CL A | $77,218 | $688,695 |
| 2700 shares of US BANCORP | $138,755 | $151,659 |
| 385 shares of WALMART | $40,300 | $55,706 |
| 1000 shares of INTEL | $57,777 | $51,500 |
| 580 shares of BLOCK INC SQ | $48,509 | $93,676 |
| 825 shares of TRUIST | $40,254 | $48,304 |
| 700 shares of TWILIO | $88,322 | $184,338 |
| 850 shares of UNITED HEALTH | $211,640 | $426,819 |
| 1000 shares of XPO LOGISTICS | $31,288 | $77,430 |
| 475 shares of SALESFORCE | $72,301 | $120,712 |
| 183 shares of PFIZER | $6,661 | $10,806 |
| 1600 shares of NVIDIA | $67,410 | $470,576 |
| 250 shares of MCDONALDS | $49,540 | $67,018 |
| 250 shares of BERKSHIRE HATHAWAY | $55,589 | $74,750 |
| 1000 shares of BOEING | $275,189 | $201,320 |
| 40 shares of BOOKING HLDNGS | $74,450 | $95,969 |
| 1500 shares of CVS HEALTH | $97,185 | $154,740 |
| 932 shares of SEALED AIR | $41,539 | $62,882 |
| 150 shares of AIR PRODUCTS | $39,240 | $45,639 |
| 600 shares of AIRBNB | $113,748 | $99,894 |
| 50 shares of TESLA | $39,984 | $52,839 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MEYER CAPEL | $250 | $250 |
| MEYER CAPEL | $5,000 | $5,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| adj cost basis | -$21,672 | ||
| CASH VALUE LIFE INSURANCE | $20,000 | $172,126 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DIRECTOR EXP | $298 | $298 |
| POSTAGE | $26 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $1,120 | $1,120 |
| Section 199A dividends | $35 | $35 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER YEAR END ADJUSTMENTS | Desc |
| Amt | $22,804 | Amt |
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 |
|---|---|---|
| ILLINOIS CHARITY BUREAU | $10 | $10 |
| US TREASURY | $2,500 | $2,500 |
| FOREIGN TAXES PAID | $89 | $89 |
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