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MAT813 FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MAT813 FOUNDATION (EIN 32-0693634)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-04
IRS object ID
202440649349100004
Schema version
2023v4.0
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)
Return2024-03-04T10:26:35-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454387125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDY D PLAGENS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15151 BELT LINE ROAD SUITE 1225AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320693634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAT813 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAT8BusinessNameControlTxt
Phone2698768821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18940 CREEK RUN RDAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES R BEDNARPersonNm
Person TitleSECRETARY-TREASURERPersonTitleTxt
Phone2698768821PhoneNum
Signature2024-02-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastBEDNARPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDY D PLAGENSPreparerPersonNm
PTINP01597854PTIN
Phone9726200961PhoneNum
Preparation2024-02-27PreparationDt
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$2,175,936FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$45,517DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,517DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$49,260NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$146,233GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$49,260CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$94,777TotalRevAndExpnssAmt
Total Net Invst Incm$94,777TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$260TaxesRevAndExpnssAmt
Taxes Net Invst Incm$260TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,360TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,360TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$97,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$97,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,360TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$97,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,583ExcessRevenueOverExpensesAmt
Net Investment Income$93,417NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,334CashBOYAmt
Cash EOY$7,974CashEOYAmt
Cash EOYFMV$7,974CashEOYFMVAmt
Other Investments BOY$1,950,317OtherInvestmentsBOYAmt
Other Investments EOY$2,167,962OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,167,962OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,956,651TotalAssetsBOYAmt
Total Assets EOY$2,175,936TotalAssetsEOYAmt
Total Assets EOYFMV$2,175,936TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,956,651NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,175,936NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,956,651TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,175,936TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,956,651TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,175,936TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,956,651TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,583ExcessRevenueOverExpensesAmt
Other Increases$222,868OtherIncreasesAmt
Subtotal$2,175,936SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,175,936TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD MARKETING CORPORATIONP2022-08-312023-08-30$75,000$72,923$2,077$2,077
VANGUARD MARKETING CORPORATIONP2022-08-312023-11-15$25,000$24,050$950$950
FieldValueIRS element (for citing)
Capital Gain Net Income$49,260CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,077NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,298InvestmentIncomeExciseTaxAmt
Subtotal$1,298SubtotalAmt
Tax Based On Investment Income$1,298TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$1,312TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES R BEDNARIndividualWithBooksNm
Phone2698768821PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15010 PHEASANT WAYAddressLine1Txt
CitySTEVENSVILLECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49127ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMANDA L HICSONMEZ
9112 COTTONWOOD VILLAGE DRIVEFORT WORTHTX76120PRESIDENT10.00$0$0$0
SELIM O HICSONMEZ
9112 COTTONWOOD VILLAGE DRIVEFORT WORTHTX76120BOARD MEMBER10.00$0$0$0
JAMES R BEDNAR
5010 PHEASANT WAYSTEVENSVILLEMI49127SECRETARY-TR10.00$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)
Description1TO IDENTIFY AND FIND ELIGIBLE 501(C)(3) ORGANIZATIONS WHICH PROMOTE RESTORING INDIVIDUALS AND/OR COMMUNITIES TO WHOLENESS.Description1Txt

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$2,059,140AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,154AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,066,294TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,066,294AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,994CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,035,300NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,765MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,765MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,298TaxBasedOnInvestmentIncomeAmt
Total Tax$1,298TotalTaxAmt
Distributable Before Adj$100,467DistributableBeforeAdjAmt
Distributable Before Ded$100,467DistributableBeforeDedAmt
Distributable As Adjusted$100,467DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$97,000ExpensesAndContributionsAmt
Qualifying Distributions$97,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,467DistributableAsAdjustedAmt
Undistributed Income PY$18,713UndistributedIncomePYAmt
Qualifying Distributions$97,000QualifyingDistributionsAmt
Applied To Year1$18,713AppliedToYear1Amt
Applied To Current Year$78,287AppliedToCurrentYearAmt
Undistributed Income CY$22,180UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES R BEDNARRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18940 CREEK RUN ROADAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76120ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2698768821RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVENTURES IN MISSIONS
6000 WELLSPRING TRAILGAINESVILLEGA30506NONEEXEMPTSUPPORT$27,000
WELL OF GRACE MINISTRIES
5707 RED ARROW HWY 130STEVENSVILLEMI49127NONEEXEMPTSUPPORT$25,000
VISION OUTREACH INTERNATIONAL
2848 NILES ROAD STE 300ST JOSEPHMI49085NONEEXEMPTSUPPORT$25,000
BOY WITH A BALL
PO BOX 748BUFORDGA30518NONEEXEMPTSUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$97,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45,517RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$49,260RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$94,777RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$94,777TotalIncomeProducingActyAmt

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 EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING EXPENSESCategoryTxt
Amt$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD SETTLEMENT FUNDFMV$125,954$125,954
VANGUARD ADMIRAL BALANCED FUNDFMV$2,042,008$2,042,008

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINV CHANGE IN VALUE, UNREALIZED GAINDesc
Amt$222,868Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX EXPENSECategoryTxt
Amt$260Amt
Net Investment Income$260NetInvestmentIncomeAmt

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