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MATTICK FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MATTICK FAMILY FOUNDATION INC (EIN 20-3588786)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-02-26
IRS object ID
201320579349100402
Schema version
2012v2.1
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)
Timestamp2013-02-26T11:28:40-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN560574444EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1800 N MAGNOLIA AVE STE 1300AddressLine1
CityORLANDOCity
StateFLState
ZIP Code328033255ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203588786EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MATTICK FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMATTNameControl
Phone3527873315Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19335 SILVER LAKE DRIVEAddressLine1
CityLEESBURGCity
StateFLState
ZIP Code34788ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM A MATTICKName
TitlePRESIDENTTitle
Phone3527873315Phone
Date Signed2013-02-21DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALISA P TRAIN CPAName
PTINP00633872PTIN
Phone4074237911Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY953067FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss387DividendsRevAndExpnss
Dividends Net Invst Incm387DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses387TotalRevenueAndExpenses
Total Net Investment Income387TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss950AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps950AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss61TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps61TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1011TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1011TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss48366ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps48366ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss49377TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps49377TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-48990ExcessOfRevenueOverExpenses
Net Investment Income387NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1002057SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY953067SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV953067SavingsAndTempCashInvstEOYFMV
Total Assets BOY1002057TotalAssetsBOY
Total Assets EOY953067TotalAssetsEOY
Total Assets EOYFMV953067TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY1002057CapitalStockBOY
Capital Stock EOY953067CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY1002057TotalNetAssetsBOY
Total Net Assets EOY953067TotalNetAssetsEOY
Total Liabilities Net Assets BOY1002057TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY953067TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1002057TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-48990ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal953067Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY953067TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year147832QualifyingDistributionsYear1
Noncharitable Assets Year1965392NoncharitableAssetsYear1
Distribution Ratio Year10.049547DistributionRatioYear1
Qualifying Distributions Year248681QualifyingDistributionsYear2
Noncharitable Assets Year2961812NoncharitableAssetsYear2
Distribution Ratio Year20.050614DistributionRatioYear2
Qualifying Distributions Year338005QualifyingDistributionsYear3
Noncharitable Assets Year3997330NoncharitableAssetsYear3
Distribution Ratio Year30.038107DistributionRatioYear3
Qualifying Distributions Year431872QualifyingDistributionsYear4
Noncharitable Assets Year4745134NoncharitableAssetsYear4
Distribution Ratio Year40.042774DistributionRatioYear4
Qualifying Distributions Year524628QualifyingDistributionsYear5
Noncharitable Assets Year5622309NoncharitableAssetsYear5
Distribution Ratio Year50.039575DistributionRatioYear5
Total Distribution Ratio0.220617TotalDistributionRatio
Average Distribution Ratio0.044123AverageDistributionRatio
Net Noncharitable Assets983950NetNoncharitableAssets
Adjusted Noncharitable Assets43415AdjustedNoncharitableAssets
One Percent Net Investment Income4OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One43419AdjNonchrtblAssetsAndOnePct
Qualifying Distributions49377QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax4InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due4TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM A MATTICKBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3527873315BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19335 SILVER LAKE DRIVEAddressLine1
CityLEESBURGCity
StateFLState
ZIP Code34788ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person1FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM A MATTICK
9335 SILVER LAKE DRIVELEESBURGFL34788PRESIDENT1.00000
ANN K MATTICK
9335 SILVER LAKE DRIVELEESBURGFL34788VICE PRESIDENT1.00000
RACHEL A MATTICK HORN
1410 S 9TH STREETLEESBURGFL34788SECRETARY/TREASURER1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances998934AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets998934TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets998934AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable14984CashDeemedCharitable
Net Noncharitable Assets983950NetNoncharitableAssets
Minimum Investment Return49198MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return49198MinimumInvestmentReturn
Tax Based On Investment Income4TaxBasedOnInvestmentIncome
Total Tax4TotalTax
Distributable Amount Before Adj49194DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded49194DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted49194DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions49377ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions49377QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm4OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions49373AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted49194DistributableAmountAsAdjusted
Undistributed Income Prior Year47463UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions49377QualifyingDistributions
Applied To Year147463AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1914AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY47280UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM A MATTICKContributingManager
Contributing ManagerANN K MATTICKContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BILLY GRAHAM EVANGELISTIC ASSOCIATION
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201NONE509(A)(1)CHRISTIAN EVANGELISTIC ACTIVITIES$1,366
BOYS & GIRLS CLUBS OF LAKE & SUMTER COUNTIES
400 EXECUTIVE BLVDLEESBURGFL34748NONE509(A)(1)YOUTH DEVELOPMENT$1,000
CAMP BOGGY CREEK
30500 BRANTLEY BRANCH ROADEUSTISFL32736NONE509(A)(1)CAMPING AND RESIDENTIAL RESOURCES FOR SICK CHILDREN$1,500
CHILDREN'S ADVOCACY CENTER OF LAKE & SUMTER COUNTIES
300 S CANAL STREETLEESBURGFL34748NONE509(A)(1)COUNSELING FOR ABUSED CHILDREN$1,000
CHRISTIAN CITY CONVALESCENT CENTER
7345 RED OAK ROADUNION CITYGA302912338NONE509(A)(2)NURSING AND CHAPEL SERVICES FOR CHILDREN AND ELDERLY$2,500
FIRST BAPTIST CHURCH - DILLON MT
P O BOX 108DILLONMT59725NONECHURCHCHRISTIAN CHURCH ACTIVITIES$500
FIRST BAPTIST CHURCH - LEESBURG FL
220 N 13TH STLEESBURGFL34748NONECHURCHCHRISTIAN CHURCH ACTIVITIES$10,000
FLORIDA BAPTIST CHILDREN'S HOMES
1015 SIKES BLVDLAKELANDFL33815NONE509(A)(1)CHILD AND FAMILY SERVICES$1,000
FLORIDA SHERIFF'S YOUTH RANCHES
PO BOX 2000BOYS RANCHFL320649984NONE509(A)(1)YOUTH DEVELOPMENT$500
FRIENDSHIP HOUSE OF CHRISTIAN SERVICE
3123 8TH AVENUE SOUTHBILLINGSMT59101NONECHURCHYOUTH DEVELOPMENT$3,500
INTERFAITH HOSPITALITY NETWORK OF YELLOWSTONE COUNTY
40 10TH STREET WESTBILLINGSMT59102NONE509(A)(1)FOOD AND SHELTER FOR HOMELESS FAMILIES$3,500
MAYO CLINIC
4500 SAN PABLO ROADJACKSONVILLEFL32224NONE509(A)(1)MEDICAL RESEARCH$2,500
MOODY RADIO
820 N LA SALLE BLVDCHICAGOIL606103284NONESCHOOLCHRISTIAN-FOCUSED EDUCATION$2,500
MT DORA CHILDREN'S HOME & BIBLE SCHOOL
301 W 13TH AVEMT DORAFL32757NONESCHOOLCHRISTIAN-FOCUSED EDUCATION$1,000
ONEIDA BAPTIST INSTITUTE
PO BOX 67ONEIDAKY409720067NONESCHOOLCHRISTIAN-FOCUSED EDUCATION$2,500
SALVATION ARMY
PO BOX 491265LEESBURGFL347491265NONECHURCHCHRISTIAN EVANGELISTIC ACTIVITIES$2,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC286073000NONE509(A)(1)RELIEF EFFORTS IN THIRD WORLD NATIONS$3,500
ST JUDES CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN381059959NONE509(A)(1)MEDICAL RESEARCH FOR CHILDREN$2,000
UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE
PO BOX 14425GAINESVILLEFL326042425NONE509(A)(1)COLLEGE EDUCATION AND RESEARCH$2,000
WATER FOR PEOPLE
6666 WEST QUINCY AVENUSDENVERCO802353098NONE509(A)(1)SUPPORT SUSTAINABLE DRINKING WATER IN DEVELOPING COUNTRIES$1,500
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS666758516NONE509(A)(1)CARE FOR WOUNDED VETERANS$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year48366TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$387ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$387ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA387TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryCHERRY, BEKAERT, & HOLLANDCategory
Amount$950Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps950DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFLORIDA DEPT OF STATECategory
Amount$61Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps61DisbursementsCharitablePrps

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