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TERRY AND BARBARA ENGLAND FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
TERRY AND BARBARA ENGLAND FOUNDATION (EIN 47-2160771)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202631349349103863
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T01:56:23-00:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364412474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OVERSTREET WILBERG & ASSOCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12918 CROSSING CT STE C-1AddressLine1Txt
CityCHAMPAIGNCityNm
State AbbreviationILStateAbbreviationCd
ZIP61822ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472160771EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRY & BARBARA ENGLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTERRBusinessNameControlTxt
Phone2174933438PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12015 SILVER COURT EASTAddressLine1Txt
CityURBANACityNm
State AbbreviationILStateAbbreviationCd
ZIP618016330ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALBERT C ENGLANDPersonNm
Person TitlePRESPersonTitleTxt
Phone2174933438PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD WILBERGPreparerPersonNm
PTINP00032976PTIN
Phone2173569199PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,834,455FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$327,840ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$99InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$99InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$99InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$97,432DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,432DividendsNetInvstIncmAmt
Dividends Adj Net Incm$97,432DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$425,371TotalRevAndExpnssAmt
Total Net Invst Incm$97,531TotalNetInvstIncmAmt
Total Adj Net Incm$97,531TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,380AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,380AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,380AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$166TaxesRevAndExpnssAmt
Taxes Net Invst Incm$166TaxesNetInvstIncmAmt
Taxes Adj Net Incm$166TaxesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$2,953TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,953TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$2,953TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$150OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$6,649TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,649TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,649TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$360,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$360,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$366,649TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,649TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,649TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$360,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,722ExcessRevenueOverExpensesAmt
Net Investment Income$90,882NetInvestmentIncomeAmt
Adjusted Net Income$90,882AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,086CashBOYAmt
Cash EOY$69,781CashEOYAmt
Cash EOYFMV$69,781CashEOYFMVAmt
Corporate Stock BOY$4,846,356CorporateStockBOYAmt
Corporate Stock EOY$4,633,130CorporateStockEOYAmt
Corporate Stock EOYFMV$14,585,939CorporateStockEOYFMVAmt
Other Assets BOY$20,000OtherAssetsBOYAmt
Other Assets EOY$20,000OtherAssetsEOYAmt
Other Assets EOYFMV$178,735OtherAssetsEOYFMVAmt
Total Assets BOY$4,909,442TotalAssetsBOYAmt
Total Assets EOY$4,722,911TotalAssetsEOYAmt
Total Assets EOYFMV$14,834,455TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,909,442RetainedEarningBOYAmt
Retained Earning EOY$4,722,911RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,909,442TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,722,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,909,442TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,722,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,909,442TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,722ExcessRevenueOverExpensesAmt
Subtotal$4,968,164SubtotalAmt
Other Decreases$245,253OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,722,911TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,263InvestmentIncomeExciseTaxAmt
Subtotal$1,263SubtotalAmt
Tax Based On Investment Income$1,263TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,609EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,609TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,609OriginalReturnTaxPaidAmt
Overpayment$346OverpaymentAmt
Applied To ES Tax$346AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRY ENGLANDIndividualWithBooksNm
Phone2173443438PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12015 SILVER COURT EASTAddressLine1Txt
CityURBANACityNm
State AbbreviationILStateAbbreviationCd
ZIP61801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistributed Income PY22019UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALBERT C ENGLAND III
2015 SILVER COURT EASTURBANAIL61801PRESIDENT000.00$0
BARBARA A ENGLAND
2015 SILVER COURT EASTURBANAIL61801SECRY/TREAS000.00$0
STEPHEN E TAYLOR
790 WEST BROOKFIELD RDNEW BRAINTREEMA01531DIRECTOR000.00$0
HALEY E SALAS
200 E 72nd ST Apt 31DNEW YORKNY10021DIRECTOR000.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,215,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$178,735FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,400,045TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,400,045AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,001CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,379,044NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,952MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,952MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,263TaxBasedOnInvestmentIncomeAmt
Total Tax$1,263TotalTaxAmt
Distributable Before Adj$67,689DistributableBeforeAdjAmt
Distributable Before Ded$67,689DistributableBeforeDedAmt
Distributable As Adjusted$67,689DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$360,000ExpensesAndContributionsAmt
Qualifying Distributions$360,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,689DistributableAsAdjustedAmt
Undistributed Income PY$290,000UndistributedIncomePYAmt
Excess Distribution Cyov Yr2$480,553ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$290,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$770,553TotalExcessDistributionCyovAmt
Qualifying Distributions$360,000QualifyingDistributionsAmt
Applied To Year1$290,000AppliedToYear1Amt
Applied To Current Year$67,689AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,311RemainingDistriFromCorpusAmt
Total Corpus$772,864TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$772,864ExcessDistriCyovToNextYrAmt
Excess From Year2$480,553ExcessFromYear2Amt
Excess From Year1$290,000ExcessFromYear1Amt
Excess From Current Year$2,311ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTERRY ENGLANDContributingManagerNm
Contributing ManagerBARBARA ENGLANDContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
URBANA PARKS FOUNDATION
303 W UNIVERSITY AVEURBANAIL61801NONEPCCOMMUNITY PROGRAMS$250,000
MCKINLEY PRESBYTERIAN CHURCH
401 E DANIEL STCHAMPAIGNIL61820NONEPCLEGACY FUND$100,000
WESTMONT COLLEGE
955 LA PAZ RDSANTA BARBARACA93108NONEPCPROGRAM SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$360,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,432ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$97,531ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,531TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
TERRY BARBARA ENGLAND
12015 SILVER COURT EASTURBANAIL61801$156,251Yes (X)Yes (X)
PRISCILLA S ENGLAND GST
22015 SILVER COURT EASTURBANAIL61801$29,952Yes (X)
ALBERT C ENGLAND GST
32015 SILVER COURT EASTURBANAIL61801$15,323Yes (X)
ELIOT P ENGLAND TRUST
42015 SILVER COURT EASTURBANAIL61801$126,344Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1319 SH ALPHABET INC$100,0102025-12-19
288 SH BROADCOM INC$29,9522025-12-19
347 SH BROADCOM INC$15,3232025-12-17
4185 SH BROADCOM INC 194 SH BROADCOM INC$126,3442025-12-18

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCTG FEESCategoryTxt
Amt$3,380Amt
Net Investment Income$3,380NetInvestmentIncomeAmt
Adjusted Net Income$3,380AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
846 shares of ABBVIE$82,437$193,303
1500 shares of WALT DISNEY$183,955$170,655
1200 shares of JP MORGAN CHASE$173,782$386,664
4319 shares of ALPHABET$229,411$1,351,847
150 shares of ASML$55,200$160,479
500 shares of NIKE$28,192$31,855
22 shares of VIATRIS$354$274
32 shares of VANGUARD INDEX VFIAX$10,970$19,926
1500 shares of EMERSON ELECTRIC$104,611$199,080
83 shares of VANGUARD MID CAP VIMAX$21,575$29,919
500 shares of ABBOTT LABS$20,616$62,645
52021 shares of FIDELITY GOVT FRGXX$52,021$52,021
800 shares of MICROSOFT$124,213$386,896
100 shares of PARKER HANNIFIN$29,195$87,896
400 shares of CATERPILLAR$71,442$229,148
2000 shares of CISCO$75,460$154,060
500 shares of STARBUCKS$31,812$42,105
1200 shares of AMAZON$104,480$276,984
5043 shares of APPLE$247,285$1,370,990
700 shares of PEPSICO$83,008$100,464
225 shares of BLACKROCK$130,626$240,827
275 shares of LOWES$41,707$66,319
1085 shares of DANAHER$196,464$248,378
180 shares of EOG RESOURCES$22,560$18,902
270 shares of EXXON$22,622$32,492
750 shares of META PLATFORMS$155,414$495,068
257 shares of HOME DEPOT$50,384$88,434
650 shares of IL TOOL WORKS$98,926$160,095
1000 shares of GXO$21,670$52,640
1025 shares of MEDTRONIC$95,304$98,462
1000 shares of PROCTOR GAMBLE$83,996$143,310
5000 shares of SHOPIFY CL A$77,218$804,850
514 shares of BROADCOM$12,909$177,895
1155 shares of WALMART$40,300$128,679
425 shares of UNITED HEALTH$104,887$140,297
475 shares of SALESFORCE$72,301$125,832
1000 shares of PFIZER$36,972$24,900
21938 shares of NVIDIA$89,249$4,091,437
250 shares of MCDONALDS$49,540$76,408
441 shares of BERKSHIRE HATHAWAY$70,897$221,669
1000 shares of BOEING$275,189$217,120
40 shares of BOOKING HLDNGS$74,450$214,213
1500 shares of CVS HEALTH$97,185$119,040
932 shares of SEALED AIR$41,539$38,613
300 shares of AIR PRODUCTS$77,866$74,106
600 shares of AIRBNB$113,748$81,432
450 shares of TESLA$113,135$202,374
700 shares of VISA$183,046$245,497
100 shares of DEERE$41,115$46,557
300 shares of ENPHASE$51,777$9,615
165 shares of STRYKER$49,716$57,993
361 shares of VLTO$25,883$36,021
3300 shares of CITIGROUP$192,529$385,077
200 shares of MASTERCARD$91,987$114,176

Legal Fees Schedule LegalFeesSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCASH VALUE LIFE INSURANCEDesc
BOY Book Value$20,000BOYBookValueAmt
EOY Book Value$20,000EOYBookValueAmt
EOYFMV$178,735EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER YEAR END ADJUSTMENTSDesc
Amt$245,253Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
DIRECTOR EXP$41$41$41
POSTAGE$69$69$69
SAFE DEPOSIT BOX$40$40$40

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
TERRY BARBARA ENGLAND
2015 SILVER COURT EASTURBANAIL61801
PRISCILLA S ENGLAND GST
2015 SILVER COURT EASTURBANAIL61801
ALBERT C ENGLAND GST
2015 SILVER COURT EASTURBANAIL61801
ELIOT P ENGLAND TRUST
2015 SILVER COURT EASTURBANAIL61801

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$166Amt
Net Investment Income$166NetInvestmentIncomeAmt
Adjusted Net Income$166AdjustedNetIncomeAmt

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