MAT813 FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: MAT813 FOUNDATION (EIN 32-0693634)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-03-11
IRS object ID: 202540709349100509
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
Accounting Fees Schedule
Investments Other Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-11T09:36:12-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	454387125	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANDY D PLAGENS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5151 BELT LINE ROAD SUITE 1225	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75254	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	320693634	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MAT813 FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MAT8	BusinessNameControlTxt
Phone	2698768821	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8940 CREEK RUN RD	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76120	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES R BEDNAR	PersonNm
Person Title	SECRETARY-TREASURER	PersonTitleTxt
Phone	2698768821	PhoneNum
Signature	2025-03-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDY D PLAGENS	PreparerPersonNm
PTIN	P01597854	PTIN
Phone	9726200961	PhoneNum
Preparation	2025-03-11	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	$25,312	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$52,843	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$52,843	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$82,613	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$176,522	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$82,613	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$135,456	TotalRevAndExpnssAmt
Total Net Invst Incm	$135,456	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,350	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,350	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$1,312	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,312	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$2,662	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,662	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$100,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$100,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$102,662	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,662	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$100,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$32,794	ExcessRevenueOverExpensesAmt
Net Investment Income	$132,794	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$7,974	CashBOYAmt
Cash EOY	$25,312	CashEOYAmt
Cash EOYFMV	$25,312	CashEOYFMVAmt
Other Investments BOY	$2,167,962	OtherInvestmentsBOYAmt
Other Investments EOY	$2,346,760	OtherInvestmentsEOYAmt
Total Assets BOY	$2,175,936	TotalAssetsBOYAmt
Total Assets EOY	$2,372,072	TotalAssetsEOYAmt
Total Assets EOYFMV	$25,312	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,175,936	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,372,072	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,175,936	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,372,072	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,175,936	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,372,072	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,175,936	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$32,794	ExcessRevenueOverExpensesAmt
Other Increases	$163,342	OtherIncreasesAmt
Subtotal	$2,372,072	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,372,072	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	VANGUARD MARKETING CORPORATION	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2022-08-31	AcquiredDt
Gross Sales Price	$110,000	GrossSalesPriceAmt
Cost Or Other Basis	$93,909	CostOrOtherBasisAmt
Gain Or Loss	$16,091	GainOrLossAmt
Gains Minus Excess Or Losses	$16,091	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$82,613	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,846	InvestmentIncomeExciseTaxAmt
Subtotal	$1,846	SubtotalAmt
Tax Based On Investment Income	$1,846	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$51	EsPenaltyAmt
Tax Due	$1,897	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
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JAMES R BEDNAR	IndividualWithBooksNm
Phone	2698768821	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5010 PHEASANT WAY	AddressLine1Txt
City	STEVENSVILLE	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49127	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 (3 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
AMANDA L HICSONMEZ
9112 COTTONWOOD VILLAGE DRIVE	FORT WORTH	TX	76120	PRESIDENT	000.00	$0	$0	$0
SELIM O HICSONMEZ
9112 COTTONWOOD VILLAGE DRIVE	FORT WORTH	TX	76120	BOARD MEMBER	000.00	$0	$0	$0
JAMES R BEDNAR
5010 PHEASANT WAY	STEVENSVILLE	MI	49127	SECRETARY-TR	000.00	$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	TO IDENTIFY AND FIND ELIGIBLE 501(C)(3) ORGANIZATIONS WHICH PROMOTE RESTORING INDIVIDUALS AND/OR COMMUNITIES TO WHOLENESS.	Description1Txt

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	$2,257,361	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$16,643	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,274,004	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$2,274,004	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$34,110	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,239,894	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$111,995	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$111,995	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,846	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,846	TotalTaxAmt
Distributable Before Adj	$110,149	DistributableBeforeAdjAmt
Distributable Before Ded	$110,149	DistributableBeforeDedAmt
Distributable As Adjusted	$110,149	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$100,000	ExpensesAndContributionsAmt
Qualifying Distributions	$100,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$110,149	DistributableAsAdjustedAmt
Undistributed Income PY	$22,180	UndistributedIncomePYAmt
Qualifying Distributions	$100,000	QualifyingDistributionsAmt
Applied To Year1	$22,180	AppliedToYear1Amt
Applied To Current Year	$77,820	AppliedToCurrentYearAmt
Undistributed Income CY	$32,329	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JAMES R BEDNAR	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	8940 CREEK RUN ROAD	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76120	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2698768821	RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
WELL OF GRACE MINISTRIES
5707 RED ARROW HWY 130	STEVENSVILLE	MI	49127	NONE	EXEMPT	SUPPORT	$20,000
VISION OUTREACH INTERNATIONAL
2848 NILES ROAD STE 300	ST JOSEPH	MI	49085	NONE	EXEMPT	SUPPORT	$30,000
BEAUTIFUL FEET CHURCH
PO BOX 6212	FORT WORTH	TX	76115	NONE	EXEMPT	SUPPORT	$10,000
CORNERSTONE ASSISTANCE NETWORK
3500 NOBLE AVE	FORT WORTH	TX	76111	NONE	EXEMPT	SUPPORT	$20,000
LATIN EQUIP INC
PO BOX 1583	COLLEYVILLE	TX	76034	NONE	EXEMPT	SUPPORT	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$100,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$52,843	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$82,613	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$135,456	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$135,456	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	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING EXPENSES	CategoryTxt
Amt	$1,350	Amt
Net Investment Income	$1,350	NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt
VANGUARD SETTLEMENT FUND	FMV	$121,093
VANGUARD ADMIRAL BALANCED FUND	FMV	$2,225,667

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	INV CHANGE IN VALUE, UNREALIZED GAIN	Desc
Amt	$163,342	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX EXPENSE	CategoryTxt
Amt	$1,312	Amt
Net Investment Income	$1,312	NetInvestmentIncomeAmt

MAT813 FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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