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George R Terry Ins Tr 02 0266452 05 04 64

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$148k (2024)

Expenses
$162k (2024)

Total Assets
$2.15M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,206
Expenses
$161,576
Net Income
-$13,370
Net Assets
$2,153,890
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,959
60.7%
Sales of Assets $58,247
39.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $144,036
89.1%
Compensation of Officers* $29,107
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,153,890
Total Liabilities $0
Net Assets $2,153,890
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $29,107 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,238
Expenses
$161,522
Net Income
-$47,284
Net Assets
$2,167,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,519
66.1%
Sales of Assets $37,587
32.9%
Other Income $1,132
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $147,250
91.2%
Compensation of Officers* $26,420
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,167,402
Total Liabilities $0
Net Assets $2,167,402
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $26,420 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,183
Expenses
$183,352
Net Income
-$142,169
Net Assets
$2,215,648
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $59,276
> 100%
Sales of Assets -$18,093
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,009
90.5%
Compensation of Officers* $27,827
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,215,648
Total Liabilities $0
Net Assets $2,215,648
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $27,827 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,875
Expenses
$171,828
Net Income
-$27,953
Net Assets
$2,358,503
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,482
51.8%
Sales of Assets $69,184
48.1%
Other Income $209
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,195
89.2%
Compensation of Officers* $30,675
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,358,503
Total Liabilities $0
Net Assets $2,358,503
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $30,675 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,189
Expenses
$162,359
Net Income
-$99,170
Net Assets
$2,386,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,183
> 100%
Sales of Assets $0
Other Income $206
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,904
90.5%
Compensation of Officers* $27,723
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,386,034
Total Liabilities $1
Net Assets $2,386,033
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $27,723 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,363
Expenses
$161,845
Net Income
-$45,482
Net Assets
$2,485,083
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,624
68.4%
Sales of Assets $36,739
31.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,492
90.5%
Compensation of Officers* $27,403
16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,485,084
Total Liabilities $1
Net Assets $2,485,083
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $27,403 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,047
Expenses
$164,623
Net Income
-$34,576
Net Assets
$2,530,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $76,069
58.5%
Sales of Assets $53,978
41.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,238
88.8%
Compensation of Officers* $26,936
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,530,238
Total Liabilities $0
Net Assets $2,530,238
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank N A (Trustee) $26,936 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,607
Expenses
$102,150
Net Income
-$11,543
Net Assets
$2,540,913
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $85,240
94.1%
Sales of Assets $5,075
5.6%
Other Income $292
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,350
81.6%
Compensation of Officers* $28,402
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,540,913
Total Liabilities $0
Net Assets $2,540,913

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,286
Expenses
$106,411
Net Income
-$19,125
Net Assets
$2,552,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,325
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,402
81.2%
Compensation of Officers* $29,136
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,552,280
Total Liabilities $0
Net Assets $2,552,280

Document Links

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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