MBI EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MBI EDUCATIONAL FOUNDATION INC (EIN 54-2005704)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-10
- IRS object ID
- 202542539349101204
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-10T13:48:16-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541896113 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON FARMER COX ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 HEDGEROW DR | AddressLine1Txt |
| City | STAUNTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542005704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBI EDUCATIONAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBIE | BusinessNameControlTxt |
| Phone | 4342963288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 HYDRAULIC RIDGE RD SUITE 6 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN WILLIAMS | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Phone | 4342963288 | PhoneNum |
| Signature | 2025-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAIDEE BEGOON | PreparerPersonNm |
| PTIN | P00519183 | PTIN |
| Phone | 5402487300 | PhoneNum |
| Preparation | 2025-09-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $635,368 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $227,369 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,290 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,290 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,602 | GrossSalesPriceAmt |
| Total Rev And Expnss | $243,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,290 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,290 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $190 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $124 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,116 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,116 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,089 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,089 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,644 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $216,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,290 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,369 | CashBOYAmt |
| Cash EOY | $84,001 | CashEOYAmt |
| Cash EOYFMV | $84,001 | CashEOYFMVAmt |
| Acct Rcvbl | $21,775 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,375 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $21,775 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $21,775 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $337,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $528,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $528,092 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $390,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $635,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $635,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $390,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $635,368 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $390,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $635,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $390,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $635,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $390,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $216,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,392 | OtherIncreasesAmt |
| Subtotal | $635,368 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $635,368 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $129 | SubtotalAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $129 | TaxDueAmt |
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 |
| 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 | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.MODULAR.ORG/FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDIMAN-WILLIAMS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4342963288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 HYDRAULIC RIDGE ROAD | AddressLine1Txt |
| Address Line2 | SUITE 6 | AddressLine2Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22901 | 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 |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLY WILLIAMS | ||||||||||||
| 8431 ZINC ROAD | KNOXVILLE | TN | 37938 | CHAIR | 1.00 | $0 | $0 | $0 | ||||
| KATHY WILMOT | ||||||||||||
| 5812 ALLENDER RD | WHITE MARSH | MD | 21162 | VICE CHAIR | 1.00 | $0 | $0 | $0 | ||||
| MIKE RHOADES | ||||||||||||
| 2830 BARRETT AVE | PERRIS | CA | 92571 | SEC./TREAS. | 1.00 | $0 | $0 | $0 | ||||
| STEVEN WILLIAMS | ||||||||||||
| 285 HYDRAULIC RIDGE ROAD SUITE 6 | CHARLOTTESVILLE | VA | 22901 | EXEC. DIRECT | 1.00 | $0 | $0 | $0 | ||||
| BRAD GUDEMAN | ||||||||||||
| 1201 SOUTH MOUNTAIN ROAD | JOPPA | MD | 21085 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| KENT ANDERSON | ||||||||||||
| 490 17TH AVE DR NE | HICKORY | NC | 28601 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| MICHAEL BOLLERO SR | ||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | 12600 NORTH FEATHERWOOD SUITE 450 | HOUSTON | AF | 77034 | ||||
| RALPH TAVARES | ||||||||||||
| 11590 WEST BERNARDO COURT SUITE 100 | SAN DIEGO | CA | 92127 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| MAURY TIERNAN | ||||||||||||
| 1360 NORTH HANCOCK STREET | ANAHEIM | CA | 92807 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DEVELOPS CLASSES FOR THE ADVANCED EDUCATION AND TRAINING IN MODULAR CONSTRUCTION METHODS AND TECHNIQUES. | Description1Txt |
| Expenses1 | $27,144 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $432,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $493,515 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $493,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,144 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $27,144 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $27,144 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,144 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2001-03-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,290 | CurrentYearAmt |
| Year1 | $7,028 | Year1Amt |
| Total | $16,318 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,897 | CurrentYearAmt |
| Year1 | $5,974 | Year1Amt |
| Total | $13,871 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $27,144 | CurrentYearAmt |
| Year1 | $23,479 | Year1Amt |
| Year2 | $25,840 | Year2Amt |
| Year3 | $22,715 | Year3Amt |
| Total | $99,178 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $27,144 | CurrentYearAmt |
| Year1 | $23,479 | Year1Amt |
| Year2 | $25,840 | Year2Amt |
| Year3 | $22,715 | Year3Amt |
| Total | $99,178 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $612,093 | CurrentYearAmt |
| Year1 | $374,938 | Year1Amt |
| Year2 | $319,346 | Year2Amt |
| Year3 | $129,341 | Year3Amt |
| Total | $1,435,718 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $612,093 | CurrentYearAmt |
| Year1 | $374,938 | Year1Amt |
| Year2 | $319,346 | Year2Amt |
| Year3 | $129,341 | Year3Amt |
| Total | $1,435,718 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN A WILLIAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 HYDRAULIC RIDGE RD | AddressLine1Txt |
| Address Line2 | SUITE 6 | AddressLine2Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229011480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4342963288 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS 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 Deadlines | THE ANNUAL DEADLINE TO APPLY IS JULY 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GAVIN OWENS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4190 FAIRPORT ROAD | AddressLine1Txt |
| City | KITTRELL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $2,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,134 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,134 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,939 | 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 | Yes (true) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1c | LineNumberTxt |
| Involved | $1 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MODULAR BUILDING INST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | SHARED FACILITIES | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MODULAR BUILDING INST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | SHARED FACILITIES | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MODULAR BUILDING INSTITUTE | |||||||
| 1 | 285 HYDRAULIC RIDGE RD | CHARLOTTESVILLE | VA | 229018126 | $17,385 | Yes (X) | |
| GEARY PACIFIC CORPORATION | |||||||
| 2 | 1360 N HANCOCK STREET | ANAHEIM | CA | 92807 | $10,000 | Yes (X) | |
| MICHAEL RHODES | |||||||
| 3 | 2830 BARRETT AVE | PERRIS | CA | 92571 | $100,000 | Yes (X) | |
| TODD SOMMER | |||||||
| 4 | 20 GOLF COTTAGE DR | NAPLES | FL | 34105 | $98,284 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | NVIDIA STOCK | NoncashPropertyDesc |
| Fair Market Value | $98,284 | FairMarketValueAmt |
| Received | 2024-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,125 | Amt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX ADM | PURCHASE | 2024-04 | $39,065 | $40,550 | -$1,485 | |
| VANGUARD INT TERM INVESTMENT GRDE AD | PURCHASE | 2024-08 | $28,750 | $27,718 | $1,032 | |
| VANGUARD MID CAP INDEX FUND ADM | PURCHASE | 2024-09 | $19,494 | $15,987 | $3,507 | |
| VANGUARD SMALL CAP INDEX ADM | PURCHASE | 2024-09 | $4,275 | $3,596 | $679 | |
| VANGUARD 500 INDEX FUND ADM | PURCHASE | 2024-09 | $10,298 | $7,911 | $2,387 | 2023-06 |
| FIDELITY US BOND INDEX | PURCHASE | 2024-09 | $41,096 | $38,407 | $2,689 | 2024-09 |
| VANGUARD 500 INDEX FUND ADM | PURCHASE | 2024-03 | $661 | $500 | $161 | 2023-03 |
| NVIDIA CORPORATION | PURCHASE | 2024-12 | $95,963 | $98,284 | -$2,321 | 2024-12 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIRSTBANK INVESTMENTS | StockNm |
| EOY Book Value | $528,092 | EOYBookValueAmt |
| EOYFMV | $528,092 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $190 | LegalFeesAmt |
| Disbursements Charitable Prps | $190 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BROKERAGE FEES | $2,089 | $2,089 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $28,392 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $18,000 | Amt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $124 | Amt |
| Disbursements Charitable Prps | $124 | DisbursementsCharitablePrpsAmt |