MATTHEWS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MATTHEWS FAMILY FOUNDATION (EIN 38-3527757)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-10-10
IRS object ID: 202432849349100128
Schema version: 2023v5.1
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
Investments Corp Stock Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-10T09:42:32-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	383359299	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HELEN JOHNSTON CPAPC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4002 AUBURN DRIVE	AddressLine1Txt
City	ROYAL OAK	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48073	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	383527757	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MATTHEWS FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MATT	BusinessNameControlTxt
Phone	2485538899	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	28001 HICKORY DRIVE	AddressLine1Txt
City	FARMINGTON	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48331	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SANDRA MATTHEWS	PersonNm
Person Title	PRESIDENT/DIRECTOR	PersonTitleTxt
Phone	2485538899	PhoneNum
Signature	2024-08-25	SignatureDt

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	HELEN JOHNSTON CPA	PreparerPersonNm
PTIN	P00681175	PTIN
Phone	2487637480	PhoneNum
Preparation	2024-10-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,741,591	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	$2,268,708	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$17,033	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$17,033	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$17,033	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$92,697	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$92,697	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$92,697	DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$2,378,438	TotalRevAndExpnssAmt
Total Net Invst Incm	$109,730	TotalNetInvstIncmAmt
Total Adj Net Incm	$109,730	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$24,472	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$24,472	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,895	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,895	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$0	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$207	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$207	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$40,211	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$40,211	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$66,785	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$66,785	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$177,921	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$177,921	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$244,706	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$244,706	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,133,732	ExcessRevenueOverExpensesAmt
Net Investment Income	$109,730	NetInvestmentIncomeAmt
Adjusted Net Income	$109,730	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$39,320	CashBOYAmt
Cash EOY	$37,916	CashEOYAmt
Cash EOYFMV	$37,916	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,272,137	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,244,003	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,229,941	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$999,537	CorporateStockBOYAmt
Corporate Stock EOY	$3,162,734	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,269,227	CorporateStockEOYFMVAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$1,183,188	OtherAssetsBOYAmt
Other Assets EOY	$1,204,507	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,204,507	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,494,182	TotalAssetsBOYAmt
Total Assets EOY	$5,649,160	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,741,591	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$3,494,182	RetainedEarningBOYAmt
Retained Earning EOY	$5,649,160	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,494,182	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,649,160	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,494,182	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,649,160	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,494,182	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,133,732	ExcessRevenueOverExpensesAmt
Other Increases	$21,319	OtherIncreasesAmt
Subtotal	$5,649,233	SubtotalAmt
Other Decreases	$73	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,649,160	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,525	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,525	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,525	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$0	OriginalReturnTaxPaidAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$1,525	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	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	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	HELEN JOHNSTON CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2487637480	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4002 AUBURN DRIVE	AddressLine1Txt
City	ROYAL OAK	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48073	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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

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
SANDRA MATTHEWS
28001 HICKORY DRIVE	FARMINGTON HILLS	MI	48331	DIRECTOR	4.00	$0	$0	$0
ALAN BROWN
14 FISKE LANE	NATICK	MA	01760	DIRECTOR	1.00	$0	$0	$0
FRANK J ELLIAS
7091 ORCHARD LAKE RD SUITE 110	WEST BLOOMFIELD	MI	48322	DIRECTOR	0.25	$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	JEWISH SENIOR LIFE OF METRO DETROIT INC RENOVATION OF FLEISCHMAN RESIDENCE	Description1Txt
Expenses1	$78,600	Expenses1Amt
Description2	JEWISH HOME SERVICES INC JEWISH COMMUNITY ADULT DAY PROGRAM	Description2Txt
Expenses2	$34,321	Expenses2Amt
Description3	WAYNE STATE UNIVERSITY FUNDING OF THE PRINCIPAL ROBERT E MATTHEWS MEMORIAL ENDOWED SUPPORT FUND	Description3Txt
Expenses3	$30,000	Expenses3Amt
Description4	FRESH AIR SOCIETY BUBBIE ZAYDIE CAMP FOR SENIORS AND GRANDCHILDREN	Description4Txt
Expenses4	$25,000	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION PAYS A PREMIUM ON A $3,000,000 LIFE INSURANCE POLICY FROM JOHN HANCOCK #59412452, THIS IS A SECOND TO DIE LIFE INSURANCE POLICY ON THE LIFE OF ROBERT	Description1Txt
Expenses1	$0	Expenses1Amt
Description2	MATTHEWS AND SANDRA MATTHEWS.	Description2Txt
Expenses2	$0	Expenses2Amt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,269,227	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$84,044	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,434,448	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,787,719	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$5,787,719	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$86,816	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,700,903	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$285,045	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$285,045	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,525	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,525	TotalTaxAmt
Distributable Before Adj	$283,520	DistributableBeforeAdjAmt
Distributable Before Ded	$283,520	DistributableBeforeDedAmt
Distributable As Adjusted	$283,520	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$244,706	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$244,706	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$283,520	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$200,383	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$56,453	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,624	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$9,872	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$268,332	TotalExcessDistributionCyovAmt
Qualifying Distributions	$244,706	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$244,706	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$38,814	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$38,814	ExcessDistributionCyovAppCYAmt
Total Corpus	$229,518	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$161,569	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$67,949	ExcessDistriCyovToNextYrAmt
Excess From Year4	$56,453	ExcessFromYear4Amt
Excess From Year3	$1,624	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$9,872	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FRESH AIR SOCIETY
6735 TELEGRAPH ROAD	BLOOMFIELD HILLS	MI	48301	EXEMPT	BUBBIE ZAYDIE CAMP FOR SENIORSAND GRANDCHILDREN	$25,000
JEWISH HOME SERVICESINC
6710 WEST MAPLE ROAD	WEST BLOOMFIELD	MI	48322	EXEMPT	JEWISH COMMUNITYADULT DAY PROGRAM	$34,321
JEWISH SENIOR LIFE OF METRO DETROIT INC
6710 WEST MAPLE RD	WEST BLOOMFIELD TOWNSH	MI	48322	EXEMPT	RENOVATION OFFLEISCHMAN RESIDENCE	$78,600
WAYNE STATE UNIVERSITY
656 W KIRBY STREET	DETROIT	MI	48202	EXEMPT	FUNDING OF THE PRINCIPALROBERT E MATTHEWSMEMORIAL ENDOWED SUPPORT FUND	$30,000
AMERICAN FRIENDS OF MAGAN DAVID ADOM
20 W 36TH STREET SUITE 100	NEW YORK	NY	10018	EXEMPT	GENERAL FUND	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$177,921	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$17,033	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$92,697	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$109,730	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$109,730	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	4	LineNumberTxt
Relationship Statement	DIVIDENDS AND INTEREST INCOME ARE EARNED BY THE INVESTMENTS	RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	ROBERT E MATTHEWS INHERITED IRA	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	7091 ORCHARD LAKE RD SUITE 110	AddressLine1Txt
City	WEST BLOOMFIELD	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48322	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,263,078	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	AMERIPRISE INVESTMENTS-VARIOUS STOCKS	StockNm
EOY Book Value	$3,162,734	EOYBookValueAmt
EOYFMV	$3,269,227	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CASH VALUE LIFE INSURANCE	$706,077	$727,396	$727,396
SPORTS COLLECTION	$477,111	$477,111	$477,111

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	990-PF FEDERAL EXCISE TAX	Desc
Amt	$73	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LIFE INSURANCE EXPENSE	$37,323	$37,323
INSURANCE	$2,814	$2,814
SOFTWARE	$74	$74

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CASH VALUE OF LIFE INSURANCE	Desc
Amt	$21,319	Amt

MATTHEWS FAMILY FOUNDATION: Form 990PF, tax year 2023

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

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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