MATAYA FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MATAYA FAMILY FOUNDATION (EIN 27-2402842)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349101730
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T09:34:55-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW DODSONPreparerPersonNm
PTINP01487067PTIN
Phone4127619180PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$217,540FMVAssetsEOYAmt
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$8,458DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,458DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$53OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$53OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,512TotalRevAndExpnssAmt
Total Net Invst Incm$8,512TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,910AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$390AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$116TaxesRevAndExpnssAmt
Taxes Net Invst Incm$116TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,026TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$506TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,026TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$506TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,514ExcessRevenueOverExpensesAmt
Net Investment Income$8,006NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,917CashBOYAmt
Other Assets BOY$211,055OtherAssetsBOYAmt
Other Assets EOY$223,107OtherAssetsEOYAmt
Other Assets EOYFMV$217,540OtherAssetsEOYFMVAmt
Total Assets BOY$222,972TotalAssetsBOYAmt
Total Assets EOY$223,107TotalAssetsEOYAmt
Total Assets EOYFMV$217,540TotalAssetsEOYFMVAmt
Grants Payable BOY$2,250GrantsPayableBOYAmt
Grants Payable EOY$2,250GrantsPayableEOYAmt
Other Liabilities EOY$12,649OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,899TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$220,722NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$208,208NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$220,722TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$208,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$222,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$223,107TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$220,722TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,514ExcessRevenueOverExpensesAmt
Subtotal$208,208SubtotalAmt
Tot Net Ast Or Fund Balances EOY$208,208TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySCHWAB U BROAD MARKET EFTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-09-24AcquiredDt
Sold2024-10-11SoldDt
Gross Sales Price$6GrossSalesPriceAmt
Cost Or Other Basis$5CostOrOtherBasisAmt
Gain Or Loss$1GainOrLossAmt
Gains Minus Excess Or Losses$1GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$111InvestmentIncomeExciseTaxAmt
Subtotal$111SubtotalAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Tax Due$111TaxDueAmt

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$210,499AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,959AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$216,458TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$216,458AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,247CashDeemedCharitableAmt
Net Vl Noncharitable Assets$213,211NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,661MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,661MinimumInvestmentReturnAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Total Tax$111TotalTaxAmt
Distributable Before Adj$10,550DistributableBeforeAdjAmt
Distributable Before Ded$10,550DistributableBeforeDedAmt
Distributable As Adjusted$10,550DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,000ExpensesAndContributionsAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,550DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$2,569ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,569TotalExcessDistributionCyovAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt
Applied To Current Year$10,550AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,450RemainingDistriFromCorpusAmt
Total Corpus$9,019TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,019ExcessDistriCyovToNextYrAmt
Excess From Year2$2,569ExcessFromYear2Amt
Excess From Current Year$6,450ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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$1,000
SPIRIT RIDE INC
7196 WHY 194 SBANNER ELKNC28604PCEDUCATION FOR SPECIAL NEEDS CHILDREN$1,000
UCSF FOUNDATION
PO BOX 1213 279 NEW VALENEWLANDNC28657PCPULMONARY DIVISION FUND$1,500
INSIGHT AT SAN DIEGO
1541 LINDA SUE LANEENCINTASCA92024PCGENERAL FUND$3,000
URBAN SCHOOL OF SAN FRANCISCO
PO BOX 103929PASADENACA91189PCSCHOOL FUND$2,000
EAGEL HILL FOUNDATION OF MASS
PO BOX 116HARWICKMA01037PCGENERAL FUND$2,500
AVERY COUNTY HUMANE SOCIETY INC
PO BOX 1213NEWLANDNC28657PCGENERAL FUND$500
LINVILLE VOLUNTEER FIRE DEPARTMENT
590 NC-105LINVILLENC28646PCGENERAL FUND$1,000
BUILD-ON
1111 SUMMER STSUITE 602SAMFORDCT06905PCGENERAL FUND$1,000
RESURGE INTERNATIONAL
765 N PASTORIA AVESUNNYVALECA94085PCGENERAL FUND$2,000
THE PANTHEON PROJECT
1535 DRY HILL ROADBUTLERTN37640PCGENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,458RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONDesc
Related Or Exempt Function Incm$53RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,512RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,512TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,910Amt
Net Investment Income$390NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MONEY MARKET FUNDS$186,305$161,909$161,909
EQUITIES$13,694$49,971$41,379
EXCHANGE TRADE FUNDS$11,056$11,227$14,252

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$53RevenueAndExpensesPerBooksAmt
Net Investment Income$53NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc
EOY Book Value$12,649EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2022 TAX ON INVESTMENT INCOMECategoryTxt
Amt$116Amt
Net Investment Income$116NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.