STRATEGY STUDIO / PUBLIC DATA EXPLORER

MBI EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MBI EDUCATIONAL FOUNDATION INC (EIN 54-2005704)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202431349349102838
Schema version
2023v5.0
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)
Return2024-05-13T16:22:43-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN542005704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MBI EDUCATIONAL FOUNDATION INCBusinessNameLine1Txt
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)
PersonSTEVEN WILLIAMSPersonNm
Person TitleEXEC. DIRECTORPersonTitleTxt
Phone4342963288PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEPersonFirstNm
Person LastWILLIAMSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAIDEE BEGOONPreparerPersonNm
PTINP00519183PTIN
Phone5402487300PhoneNum
Preparation2024-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$390,813FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$44,650ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,028DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,028DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,028DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$779NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$127,378GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$52,457TotalRevAndExpnssAmt
Total Net Invst Incm$7,105TotalNetInvstIncmAmt
Total Adj Net Incm$7,028TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$270LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$270LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$16,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,074OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,074OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,979TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,979TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,479TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,479TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,978ExcessRevenueOverExpensesAmt
Net Investment Income$7,105NetInvestmentIncomeAmt
Adjusted Net Income$7,028AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$319,346CashBOYAmt
Cash EOY$37,369CashEOYAmt
Cash EOYFMV$37,370CashEOYFMVAmt
Acct Rcvbl$14,375AcctRcvblAmt
Acct Rcvbl BOY$8,500AcctRcvblBOYAmt
Acct Rcvbl EOY$14,375AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$14,375AcctRcvblEOYFMVAmt
Prepaid Expenses EOY$1,500PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,500PrepaidExpensesEOYFMVAmt
Corporate Stock EOY$337,568CorporateStockEOYAmt
Corporate Stock EOYFMV$337,568CorporateStockEOYFMVAmt
Total Assets BOY$327,846TotalAssetsBOYAmt
Total Assets EOY$390,812TotalAssetsEOYAmt
Total Assets EOYFMV$390,813TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$327,846RetainedEarningBOYAmt
Retained Earning EOY$390,812RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$327,846TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$390,812TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$327,846TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$390,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$327,846TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,978ExcessRevenueOverExpensesAmt
Other Increases$33,988OtherIncreasesAmt
Subtotal$390,812SubtotalAmt
Tot Net Ast Or Fund Balances EOY$390,812TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$77CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Subtotal$99SubtotalAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Tax Due$99TaxDueAmt

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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
KELLY WILLIAMS
8431 ZINC ROADKNOXVILLETN37938CHAIR1.00$0$0$0
KATHY WILMOT
5812 ALLENDER RDWHITE MARSHMD21162VICE CHAIR1.00$0$0$0
MIKE RHOADES
2830 BARRETT AVEPERRISCA92571SEC./TREAS.1.00$0$0$0
STEVEN WILLIAMS
285 HYDRAULIC RIDGE ROAD SUITE 6CHARLOTTESVILLEVA22901EXEC. DIRECT1.00$0$0$0
BRAD GUDEMAN
1201 SOUTH MOUNTAIN ROADJOPPAMD21085DIRECTOR1.00$0$0$0
KENT ANDERSON
490 17TH AVE DR NEHICKORYNC28601DIRECTOR1.00$0$0$0
MICHAEL BOLLERO SR
DIRECTOR1.00$0$0$012600 NORTH FEATHERWOOD SUITE 450HOUSTONAF77034
RALPH TAVARES
11590 WEST BERNARDO COURT SUITE 100SAN DIEGOCA92127DIRECTOR1.00$0$0$0
MAURY TIERNAN
1360 NORTH HANCOCK STREETANAHEIMCA92807DIRECTOR1.00$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$23,479Expenses1Amt

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$259,835AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,304AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$334,139TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$334,139AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,012CashDeemedCharitableAmt
Net Vl Noncharitable Assets$329,127NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,456MinimumInvestmentReturnAmt

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$23,479ExpensesAndContributionsAmt
Qualifying Distributions$23,479QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$23,479QualifyingDistributionsAmt
Remaining Distri From Corpus$23,479RemainingDistriFromCorpusAmt
Total Corpus$23,479TotalCorpusAmt

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$7,028CurrentYearAmt
Total$7,028TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$5,974CurrentYearAmt
Total$5,974TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$23,479CurrentYearAmt
Year1$25,840Year1Amt
Year2$22,715Year2Amt
Year3$29,610Year3Amt
Total$101,644TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$23,479CurrentYearAmt
Year1$25,840Year1Amt
Year2$22,715Year2Amt
Year3$29,610Year3Amt
Total$101,644TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$374,938CurrentYearAmt
Year1$319,346Year1Amt
Year2$129,341Year2Amt
Year3$114,016Year3Amt
Total$937,641TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$374,938CurrentYearAmt
Year1$319,346Year1Amt
Year2$129,341Year2Amt
Year3$114,016Year3Amt
Total$937,641TotalAmt

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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASHER VALGARDSON
1247 X 120 ESALEMUT84653NONEISCHOLARSHIP$2,500
KOUSHIK GURRAM
210 E SYCAMORE ST 301DENTONTX76201NONEISCHOLARSHIP$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,028ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$779ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,807ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,807TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MODULAR BUILDING INSTITUTE
1285 HYDRAULIC RIDGE RDCHARLOTTESVILLEVA229018126$20,761Yes (X)
GEARY PACIFIC CORPORATION
21360 N HANCOCK STREETANAHEIMCA92807$10,000Yes (X)
MICHAEL AND KATHY WILMOT
32303 EASTLAKE ROADTIMONIUMMD21093$12,844Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtAcquiredAcquiredDt
FIDELITY INTERNATIONAL INDEXPURCHASE2023-05$118,853$118,097$756
VANGUARD EMERGING MARKETS STK IDX ADPURCHASE2013-11$7,856$7,945-$89
VANGUARD 500 INDEX FUND ADMPURCHASE2023-09$300$296$42023-06
VANGUARD 500 INDEX FUND ADMPURCHASE2023-12$270$241$292023-06
VANGUARD 500 INDEX FUND ADMPURCHASE2023-12$22$20$22023-06

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIRSTBANK INVESTMENTSStockNm
EOY Book Value$337,568EOYBookValueAmt
EOYFMV$337,568EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$270LegalFeesAmt
Disbursements Charitable Prps$270DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BROKERAGE FEES$1,074$1,074

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$33,988Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$16,500Amt
Disbursements Charitable Prps$16,500DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$35Amt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt