STRATEGY STUDIO / PUBLIC DATA EXPLORER

MBI EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MBI EDUCATIONAL FOUNDATION INC (EIN 54-2005704)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-18
IRS object ID
202601699349100415
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-18T14:50:38-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541896113PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBINSON FARMER COX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 HEDGEROW DRAddressLine1Txt
CitySTAUNTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN542005704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MBI EDUCATIONAL FOUNDATION INCBusinessNameLine1Txt
Business Name Line2DBA MODULAR CONSTRUCTION EDUC FDNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMBIEBusinessNameControlTxt
Phone4342963288PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1285 HYDRAULIC RIDGE RD SUITE 6AddressLine1Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP22901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEATHER PACKARDPersonNm
Person TitleCURRENT EXEC. DIRECTPersonTitleTxt
Phone4342963288PhoneNum
Signature2026-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAIDEE BEGOONPreparerPersonNm
PTINP00519183PTIN
Phone5402487300PhoneNum
Preparation2026-06-18PreparationDt
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$694,030FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,690ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,290DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,290DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,290DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$22,606NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$169,802GrossSalesPriceAmt
Total Rev And Expnss$71,586TotalRevAndExpnssAmt
Total Net Invst Incm$11,290TotalNetInvstIncmAmt
Total Adj Net Incm$11,290TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,096LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,096LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,150AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$33,345OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$33,345OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$164TaxesRevAndExpnssAmt
Taxes Net Invst Incm$139TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$164TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,052TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$13,052TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,367OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,705OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,367OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,174TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,844TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$63,174TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,674TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,844TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,674TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,088ExcessRevenueOverExpensesAmt
Net Investment Income$8,446NetInvestmentIncomeAmt
Adjusted Net Income$11,290AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$84,001CashBOYAmt
Cash EOY$51,787CashEOYAmt
Cash EOYFMV$51,787CashEOYFMVAmt
Acct Rcvbl$15,210AcctRcvblAmt
Acct Rcvbl BOY$21,775AcctRcvblBOYAmt
Acct Rcvbl EOY$15,210AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$15,210AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$1,500PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,000PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$528,092CorporateStockBOYAmt
Corporate Stock EOY$622,033CorporateStockEOYAmt
Corporate Stock EOYFMV$622,033CorporateStockEOYFMVAmt
Total Assets BOY$635,368TotalAssetsBOYAmt
Total Assets EOY$694,030TotalAssetsEOYAmt
Total Assets EOYFMV$694,030TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$635,368RetainedEarningBOYAmt
Retained Earning EOY$694,030RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$635,368TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$694,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$635,368TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$694,030TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$635,368TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,088ExcessRevenueOverExpensesAmt
Other Increases$62,750OtherIncreasesAmt
Subtotal$694,030SubtotalAmt
Tot Net Ast Or Fund Balances EOY$694,030TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$117InvestmentIncomeExciseTaxAmt
Subtotal$117SubtotalAmt
Tax Based On Investment Income$117TaxBasedOnInvestmentIncomeAmt
Tax Due$117TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.MODULAR.ORG/FOUNDATIONWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HARDIMAN-WILLIAMS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4342963288PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1285 HYDRAULIC RIDGE ROADAddressLine1Txt
Address Line2SUITE 6AddressLine2Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP22901ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHY WILMOT
2303 EASTLAKE RDLUTHERVILLEMD21093CHAIR1.00$0$0$0
KELLY WILLIAMS
8431 ZINC ROADKNOXVILLETN37938PAST CHAIR1.00$0$0$0
MIKE RHODES
3827 S CARSON ST PMB 2045CARSON CITYNV89701SEC./TREAS.1.00$0$0$0
STEVEN WILLIAMS
285 HYDRAULIC RIDGE ROAD SUITE 6CHARLOTTESVILLEVA22901EXEC. DIRECT1.00$0$0$0
MAURY TIERNAN
1322 CASITAS CIRCORONACA92882DIRECTOR1.00$0$0$0
GARTH HAAKENSON
PO BOX 1201KINGSLANDTX78639DIRECTOR1.00$0$0$0
GARY DAVENPORT
5301 W MADISON STPHEONIXAZ85043DIRECTOR1.00$0$0$0
PAULA TRAVIS
410 W MAIN STNIOTATN37826DIRECTOR1.00$0$0$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)
Description1THE FOUNDATION DEVELOPS CLASSES FOR THE ADVANCED EDUCATION AND TRAINING IN MODULAR CONSTRUCTION METHODS AND TECHNIQUES.Description1Txt
Expenses1$75,674Expenses1Amt

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$575,063AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$642,957TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$642,957AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,644CashDeemedCharitableAmt
Net Vl Noncharitable Assets$633,313NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,674ExpensesAndContributionsAmt
Qualifying Distributions$75,674QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$75,674QualifyingDistributionsAmt
Remaining Distri From Corpus$75,674RemainingDistriFromCorpusAmt
Total Corpus$75,674TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2001-03-01PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$11,290CurrentYearAmt
Year1$9,290Year1Amt
Year2$7,028Year2Amt
Total$27,608TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$9,597CurrentYearAmt
Year1$7,897Year1Amt
Year2$5,974Year2Amt
Total$23,468TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$75,674CurrentYearAmt
Year1$27,144Year1Amt
Year2$23,479Year2Amt
Year3$25,840Year3Amt
Total$152,137TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$75,674CurrentYearAmt
Year1$27,144Year1Amt
Year2$23,479Year2Amt
Year3$25,840Year3Amt
Total$152,137TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$673,820CurrentYearAmt
Year1$612,093Year1Amt
Year2$374,938Year2Amt
Year3$319,346Year3Amt
Total$1,980,197TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$673,820CurrentYearAmt
Year1$612,093Year1Amt
Year2$374,938Year2Amt
Year3$319,346Year3Amt
Total$1,980,197TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN A WILLIAMSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1285 HYDRAULIC RIDGE RDAddressLine1Txt
Address Line2SUITE 6AddressLine2Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP229011480ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4342963288RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE SUBMITTED DIRECTLY TO THE FOUNDATION. APPLICANTS SHOULD BE ABLE TO SUBMIT COPIES OF SCHOOL TRANSCRIPTS, AT LEAST ONE LETTER OF RECOMMENDATION, AND A PERSONAL STATEMENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE ANNUAL DEADLINE TO APPLY IS JULY 15.SubmissionDeadlinesTxt
Restrictions On AwardsSCHOLARSHIPS ARE LIMITED TO EMPLOYEES OF MBI MEMBER COMPANIES OR EMPLOYEE SPOUSES, CHILDREN, OR GRANDCHILDREN. APPLICANTS MUST BE ENROLLED OR ENROLLING IN A TWO- OR FOUR-YEAR INSTITUTION. ANY COURSE OF STUDY IS ELIGIBLE; IT DOES NOT HAVE TO BE RELATED TO CONSTRUCTION. APPLICANTS SHOULD HAVE AT LEAST A 3.0 HIGH SCHOOL OR COLLEGE GRADE POINT AVERAGE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
CRYSTLE QUOEROL
2268 EARLY FROST AVEHENDERSONNV89052NONEISCHOLARSHIP$2,500
SAMANTHA COGAR
1 SHILOH DRONAWV25545NONEISCHOLARSHIP$1,500
JACOB REEVE
204 COMMONS WAY DRCHAPEL HILLNC27516NONEISCHOLARSHIP$1,500
WILLIAM CORREA
NONEISCHOLARSHIP$1,500302-10808 84 AVE NWEDMONTONCA
ETHAN SAKULICH
317 SKYTOP DRAVOCAPA18641NONEISCHOLARSHIP$2,500
CARLOS RAMOS
3820 BAYLIS AVECLEARLAKECA95422NONEISCHOLARSHIP$1,500
NENPIN DIMKA
NONEISCHOLARSHIP$1,5008 RANGER DRWOLVERHAMPTONUKWEST MIDLANDS
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,290ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,606ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,896ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,896TotalIncomeProducingActyAmt

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 EtcYes (true)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1cLineNumberTxt
Involved$1InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1MODULAR BUILDING INSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmSHARED FACILITIESTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1MODULAR BUILDING INSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(6)OrganizationTypeDesc
Relationship DescriptionSHARED FACILITIESRelationshipDescriptionTxt

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MODULAR BUILDING INSTITUTE
1285 HYDRAULIC RIDGE RDCHARLOTTESVILLEVA229018126$23,975Yes (X)
GEARY PACIFIC CORPORATION
21360 N HANCOCK STREETANAHEIMCA92807$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,150Amt
Disbursements Charitable Prps$1,150DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
DFA EMERGING MKTS IPURCHASE$813$719$94
DFA INTERNATIONAL SMALL COMPANYPURCHASE$1,408$1,333$75
DFA US TARGETED VALUE IPURCHASE$254$227$27
FIDELITY INTERNATIONAL INDEXPURCHASE$86,356$68,434$17,922
VANGUARD 500 INDEX FUND ADMPURCHASE$12,447$7,870$4,577
VANGUARD MID CAP INDEX FUND ADMPURCHASE$2,869$1,997$872
VANGUARD SMALL CAP INDEX ADMPURCHASE$445$322$123
VANGUARD TOTAL BOND MARKET INDEX ADMPURCHASE$65,210$66,294-$1,084

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIRSTBANK INVESTMENTSStockNm
EOY Book Value$622,033EOYBookValueAmt
EOYFMV$622,033EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$2,096LegalFeesAmt
Disbursements Charitable Prps$2,096DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BROKERAGE FEES$2,705$2,705$2,705
DONOR APPRECIATION$8,188$8,188
OFFICE SUPPLIES$2,474$2,474

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$62,750Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$15,345$15,345
MANAGEMENT FEES$18,000$18,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$164Amt
Net Investment Income$139NetInvestmentIncomeAmt
Disbursements Charitable Prps$164DisbursementsCharitablePrpsAmt