MATTHEWS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MATTHEWS FAMILY FOUNDATION (EIN 36-4327734)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349102419
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:13:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463435680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LG LEGACY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TWINING ROAD SUITE 214 | AddressLine1Txt |
| City | DRESHER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19025 | 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 | 364327734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | GRAHAM W MATTHEWS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 2103497711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 REDWOOD STREET | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAHAM W MATTHEWS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2103497711 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN O'SULLIVAN CPA | PreparerPersonNm |
| PTIN | P01080035 | PTIN |
| Phone | 2675408077 | PhoneNum |
| Preparation | 2025-11-13 | 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 | $2,418,208 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,882 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,657 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,007 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,207,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,199,515 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,411,201 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,218,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,206,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,418,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,218,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,206,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,218,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,206,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,218,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,206,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,218,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,210,587 | SubtotalAmt |
| Other Decreases | $4,065 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,206,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AVAILABLE UPON REQUEST- CHARLES SCHWAB #2323 | P | 2024-12-31 | $11,546 | $11,144 | $402 | $402 |
| AVAILABLE UPON REQUEST- CHARLES SCHWAB #6181 | P | 2024-12-31 | $151,247 | $105,261 | $45,986 | $45,986 |
| CAPITAL GAINS DIVIDENDS | P | $29,269 | $29,269 | $29,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,657 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,552 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,552 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,327 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,327 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $225 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GRAHAM W MATTHEWS | IndividualWithBooksNm |
| Phone | 2103497711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 REDWOOD STREET | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CECILIA MATTHEWS | ||||||||
| 1483 KNOLLWOOD COURT | VESTAVIA | AL | 35243 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID C MATTHEWS | ||||||||
| 141 BROOKE FARM ROAD | WAYNE | PA | 19087 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GRAHAM W MATTHEWS | ||||||||
| 102 REDWOOD STREET | SAN ANTONIO | TX | 78209 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WILSON H MATTHEWS | ||||||||
| 201 BONITA DRIVE | HOMEWOOD | AL | 35209 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,305,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,315,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,315,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,281,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,552 | TotalTaxAmt |
| Distributable Before Adj | $112,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,674 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,674 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,177 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA INSTITUTE FOR THE DEAF AND BLIND FOUNDATION | |||||||
| PO BOX 698 | TALLEDEGA | AL | 35161 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $3,333 |
| ALAMO HEIGHTS SCHOOL FOUNDATION | |||||||
| 7101 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $500 |
| CHILDREN'S HOSPITAL CHILDREN'S BEHAVIORAL HEALTH IRELAND CENTER | |||||||
| 1600 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $5,000 |
| FEEDING TEXAS | |||||||
| PO BOX 152245 | AUSTIN | TX | 78715 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,000 |
| FIRST PRESBYTERIAN CHURCH OF SAN ANTONIO | |||||||
| 404 N ALAMO STREET | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,500 |
| HOUSE OF TULIP | |||||||
| PO BOX 770335 | NEW ORLEANS | LA | 70177 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $10,000 |
| MASON MUSIC FOUNDATION | |||||||
| 4129 NORTH CAHABA DRIVE | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $5,000 |
| OASIS - A HAVEN FOR WOMEN AND CHILDREN | |||||||
| 1900 14TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $3,333 |
| PLANNED PARENTHOOD GULF COAST INC | |||||||
| 4600 GULF FREEWAY SUITE 100 | HOUSTON | TX | 77023 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $4,333 |
| SNACK PACK FOR KIDS | |||||||
| P O BOX 6494 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,000 |
| THE ATTIC YOUTH CENTER | |||||||
| 255 SOUTH 16TH STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $10,000 |
| THE LADY LEGACY SCHOLARSHIP FOUNDATION | |||||||
| 5011 GREYSTONE WAY | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,000 |
| THE WOMEN'S FOUNDATION OF ALABAMA | |||||||
| 2213 1ST AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $3,333 |
| TRANSFORMATION MINISTRIES | |||||||
| P O BOX 282 UPS 100 MISSIONA | CHELSEA | AL | 35043 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $2,500 |
| UNITED ABILITY | |||||||
| 100 OSLO CIRCLE | BIRMINGHAM | AL | 35211 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $3,334 |
| WOMEN'S LAW PROJECT | |||||||
| 125 S 9TH STREET SUITE 300 | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $10,000 |
| YMCA CAMP COSBY | |||||||
| 2290 PAUL BEAR BRYANT | ALPINE | AL | 35014 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,200 |
| BELL CENTER | |||||||
| 1700 29TH COURT SOUTH | BIRMINGHAM | IL | 35209 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,833 |
| CHILDREN'S HARBOR | |||||||
| 434 CHILDRENS HARBOR DRIVE | ECLECTIC | AL | 36024 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $4,445 |
| CHILDREN'S OF ALABAMA FOUNDATION | |||||||
| 2112 11TH AVENUE | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $4,445 |
| CONRAD SMILES | |||||||
| 5108 BROADWAY SUITE 221 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $2,000 |
| FAMILY VIOLENCE PREVENTION SERVICES INC | |||||||
| 7911 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $16,333 |
| GFA WORLD | |||||||
| 1116 ST THOMAS WAY | WILLS POINT | TX | 75169 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,000 |
| GLENWOOD | |||||||
| 150 GLENWOOD LANE | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $2,666 |
| HAND IN PAW | |||||||
| 617 38TH ST SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $4,445 |
| HANDS OF HOPE | |||||||
| 1 ACORN LANE | BARRINGTON | IL | 60010 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,000 |
| NATIONAL IMMIGRANT JUSTICE CENTER | |||||||
| 111 W JACKSON BLVD STE 800 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $10,000 |
| PELL CITY CEPA | |||||||
| 25 WILLIAMSON DRIVE | PELL CITY | AL | 35125 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $2,667 |
| TEMPLE BETH-EL | |||||||
| PO BOX 550220 | BIRMINGHAM | AL | 352550220 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,800 |
| UNBOUND GRACE MINISTRIES | |||||||
| 1841 MONTCLAIRE LANE SUITE 101 | BIRMINGHAM | AL | 35216 | NONE | PUBLIC CHARITY | HUMAN WELWAFE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,708 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,657 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,397 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,397 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECILIA MATTHEWS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1483 KNOLLWOOD COURT | AddressLine1Txt |
| City | VESTAVIA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,882 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 18 SHARES OF VULCAN MATERIALS COMPANY (NYSE: VMC / CUSIP: XXX-XX-XXXX) | NoncashPropertyDesc |
| Fair Market Value | $4,882 | FairMarketValueAmt |
| Received | 2024-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CS #6181 INVESTMENTS | $660,273 | $1,851,750 |
| CS #2323 INVESTMENTS | $539,242 | $559,451 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED STOCK - COST VS. MARKET VALUE | $4,041 |
| NET ASSET COST BASIS ADJ | $24 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL MANAGEMENT FEES | CategoryTxt |
| Amt | $23,292 | Amt |
| Net Investment Income | $23,292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $197 | $197 | $0 |
| EXCISE TAX | $1,285 | $1,285 | $0 |