MATAYA FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MATAYA FAMILY FOUNDATION (EIN 27-2402842)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-01
IRS object ID
202403069349100130
Schema version
2023v5.0
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)
Return2024-11-01T10:28:32-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251767399PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONNOLLY STEELE & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11010 OHIO RIVER BLVD - SUITE 100AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272402842EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MATAYA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMATABusinessNameControlTxt
Phone4159878434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12530 SACRAMENTO STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT MATAYAPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4159878434PhoneNum
Signature2024-10-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW DODSONPreparerPersonNm
PTINP01487067PTIN
Phone4127619180PhoneNum
Preparation2024-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$215,374FMVAssetsEOYAmt
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$8,380DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,380DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,952NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,702GrossSalesPriceAmt
Total Rev And Expnss$3,428TotalRevAndExpnssAmt
Total Net Invst Incm$8,380TotalNetInvstIncmAmt
Taxes Rev And Expnss$24TaxesRevAndExpnssAmt
Taxes Net Invst Incm$24TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$30TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,730TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,302ExcessRevenueOverExpensesAmt
Net Investment Income$8,350NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$665CashBOYAmt
Cash EOY$11,917CashEOYAmt
Cash EOYFMV$11,917CashEOYFMVAmt
Other Assets BOY$229,439OtherAssetsBOYAmt
Other Assets EOY$211,055OtherAssetsEOYAmt
Other Assets EOYFMV$203,457OtherAssetsEOYFMVAmt
Total Assets BOY$228,774TotalAssetsBOYAmt
Total Assets EOY$222,972TotalAssetsEOYAmt
Total Assets EOYFMV$215,374TotalAssetsEOYFMVAmt
Grants Payable BOY$2,750GrantsPayableBOYAmt
Grants Payable EOY$2,250GrantsPayableEOYAmt
Total Liabilities BOY$2,750TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,250TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$226,024NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$220,722NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$226,024TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$220,722TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$228,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$222,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$226,024TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,302ExcessRevenueOverExpensesAmt
Subtotal$220,722SubtotalAmt
Tot Net Ast Or Fund Balances EOY$220,722TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
ARK AUTONOMOUS TECHP2023-07-17$33,841$36,650-$2,809-$2,809
INFINEON TECHP2023-09-08$7,861$10,004-$2,143-$2,1432021-12-17
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,952CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$116InvestmentIncomeExciseTaxAmt
Subtotal$116SubtotalAmt
Tax Based On Investment Income$116TaxBasedOnInvestmentIncomeAmt
Tax Due$116TaxDueAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCOTT MATAYAIndividualWithBooksNm
Phone4159878434PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12530 SACRAMENTO STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT MATAYA
2530 SACRAMENTO STREETSAN FRANCISCOCA94115DIRECTOR1.00$0$0$0
MARC MATAYA
2215 HASSEL PLACECHARLOTTENC282092223DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$220,247AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,626AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$225,873TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$225,873AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,388CashDeemedCharitableAmt
Net Vl Noncharitable Assets$222,485NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,124MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,124MinimumInvestmentReturnAmt
Tax Based On Investment Income$116TaxBasedOnInvestmentIncomeAmt
Total Tax$116TotalTaxAmt
Distributable Before Adj$11,008DistributableBeforeAdjAmt
Distributable Before Ded$11,008DistributableBeforeDedAmt
Distributable As Adjusted$11,008DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,700ExpensesAndContributionsAmt
Qualifying Distributions$8,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,008DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$428ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,216ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,233ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,877TotalExcessDistributionCyovAmt
Qualifying Distributions$8,700QualifyingDistributionsAmt
Applied To Current Year$8,700AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,308ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,308ExcessDistributionCyovAppCYAmt
Total Corpus$2,569TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,569ExcessDistriCyovToNextYrAmt
Excess From Year1$2,569ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S HOPE ALLIANCE
5700 EXECUTIVE CENTER DRSUITE 200CHARLOTTENC28212PCGENERAL SUPPORT$1,000
HIGH COUNTRY CHARITABLE FUND
610 BANNER ELK HWYBANNER ELKNC28604PCGENERAL SUPPORT$2,000
KIWANIS CLUB OF BANNER ELK
91 MAIN STW BANNER ELKNC28604PCGENERAL SUPPORT$1,000
KQED
2601 MARIPOSA STSAN FRANCISOCA94110PCGENERAL SUPPORT$100
SAN FRANCISCO DAY SCHOOL
350 MASONIC AVESAN FRANCISCOCA94118PCSCHOOL FUND$1,000
SIERRA CLUB
2101 WEBSTER STSUITE 1300OAKLANDCA94612PCGENERAL SUPPORT$100
SPIRIT RIDE INC
7196 WHY 194 SBANNER ELKNC28604PCEDUCATION FOR SPECIAL NEEDS CHILDREN$1,000
THE LINSLY SCHOOL
60 KNOX LANEWHEELINGWV26003PCSCHOOL FUND$1,000
UCSF FOUNDATION
PO BOX 1213 279 NEW VALENEWLANDNC28657PCPULMONARY DIVISION FUND$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,380RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$4,952RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,428RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,428TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementHELPS FUND CONTRIBUTIONS TO OTHER ORGANIZATIONSRelationshipStatementTxt

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

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MONEY MARKET FUNDS$171,888$186,305$186,305
EQUITIES$10,004$13,694$5,646
EXCHANGE TRADE FUNDS$47,547$11,056$11,506

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADR FEES$6$6

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2022 TAX ON INVESTMENT INCOME$4$4
FOREIGN TAX PAID$20$20

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