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MATTHEWS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MATTHEWS FAMILY FOUNDATION (EIN 38-3527757)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-08
IRS object ID
202132819349100023
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-08T13:14:57-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HELEN JOHNSTON CPAPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14002 AUBURN DRIVEAddressLine1Txt
CityROYAL OAKCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48073ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383527757EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MATTHEWS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMATTBusinessNameControlTxt
Phone2485538899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128001 HICKORY DRIVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA MATTHEWSPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone2485538899PhoneNum
Signature2021-10-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANDRAPersonFirstNm
Person LastMATTHEWSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHELEN JOHNSTON CPAPreparerPersonNm
PTINP00681175PTIN
Phone2487637480PhoneNum
Preparation2021-10-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$743,946FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$165,039ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$646InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$646InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$646InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$165,685TotalRevAndExpnssAmt
Total Net Invst Incm$646TotalNetInvstIncmAmt
Total Adj Net Incm$646TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$47LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$47LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,070AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,070AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$37,343OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$37,343OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,460TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$38,460TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,460TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,825ExcessRevenueOverExpensesAmt
Net Investment Income$646NetInvestmentIncomeAmt
Adjusted Net Income$646AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,655CashBOYAmt
Cash EOY$34,558CashEOYAmt
Cash EOYFMV$34,558CashEOYFMVAmt
Sav And Temp Cash Invst BOY$118,895SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$71,125SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$71,125SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$597,972OtherAssetsBOYAmt
Other Assets EOY$638,263OtherAssetsEOYAmt
Other Assets EOYFMV$638,263OtherAssetsEOYFMVAmt
Total Assets BOY$726,522TotalAssetsBOYAmt
Total Assets EOY$743,946TotalAssetsEOYAmt
Total Assets EOYFMV$743,946TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$726,522RetainedEarningBOYAmt
Retained Earning EOY$743,946RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$726,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$743,946TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$726,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$743,946TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$726,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,825ExcessRevenueOverExpensesAmt
Other Increases$40,291OtherIncreasesAmt
Subtotal$743,988SubtotalAmt
Other Decreases$42OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$743,946TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$9TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Org Report Or Register StateMIOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HELEN JOHNSTON CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2487637480PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14002 AUBURN DRIVEAddressLine1Txt
CityROYAL OAKCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48073ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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
ROBERT E MATTHEWS
28001 HICKORY DRIVEFARMINGTONMI48331DIRECTOR0.25$0$0$0
SANDRA MATTHEWS
28001 HICKORY DRIVEFARMINGTON HILLSMI48331DIRECTOR0.25$0$0$0
FRANK J ELLIAS
33493 W 14 MILE RD 80FARMINGTONMI48331DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1UNITED JEWISH FOUNDATIONDescription1Txt
Expenses1$150,050Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PAYS A PREMIUM ON A $3,000,000 LIFE INSURANCE POLICY FROM JOHN HANCOCK #59412452, ON THE LIFE OF ROBERT E. MATTHEWS, WHO IS THE INCORPORATOR AND ONLYDescription1Txt
Expenses1$37,323Expenses1Amt
Description2DONOR OF THE MATTHEWS FAMILY FOUNDATIONDescription2Txt
Expenses2$0Expenses2Amt
Total$37,323TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,854AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$638,263FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$748,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$748,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,222CashDeemedCharitableAmt
Net Vl Noncharitable Assets$736,895NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,845MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,845MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$36,836DistributableBeforeAdjAmt
Distributable Before Ded$36,836DistributableBeforeDedAmt
Distributable As Adjusted$36,836DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,460ExpensesAndContributionsAmt
Program Related Invst Total$37,323ProgramRelatedInvstTotalAmt
Qualifying Distributions$75,783QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$75,783AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,836DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$66,798ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,520ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,089ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$231,028ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$128,753ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$555,188TotalExcessDistributionCyovAmt
Qualifying Distributions$75,783QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$75,783RemainingDistriFromCorpusAmt
Total Corpus$630,971TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$36,836UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$66,798ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$564,173ExcessDistriCyovToNextYrAmt
Excess From Year4$89,520ExcessFromYear4Amt
Excess From Year3$39,089ExcessFromYear3Amt
Excess From Year2$231,028ExcessFromYear2Amt
Excess From Year1$128,753ExcessFromYear1Amt
Excess From Current Year$75,783ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT E MATTHEWSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED JEWISH FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16735 TELEGRAPH ROADAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48303ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT FORJEWISH ELDERCARESERVICESGrantOrContributionPurposeTxt
Amt$150,050Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$646RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$646RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$646TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementINTEREST INCOME FROM SAVINGS ACCOUNT EXCLUDED BY CODE SECTION 103RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT E MATTHEWSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line128001 HICKORY DRIVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48331ZIPCd
FieldValueIRS element (for citing)
Total Contributions$145,345TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCASH VALUE LIFE INSURANCEDesc
BOY Book Value$597,972BOYBookValueAmt
EOY Book Value$638,263EOYBookValueAmt
EOYFMV$638,263EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc990-PF FEDERAL EXCISE TAXDesc
Amt$42Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LIFE INSURANCE EXPENSE$37,323$37,323
MI ANNUAL REPORT$20$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCASH VALUE OF LIFE INSURANCEDesc
Amt$40,291Amt

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