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MATTICK FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MATTICK FAMILY FOUNDATION INC (EIN 20-3588786)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201101409349100005
Schema version
2010v3.2
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)
Timestamp2011-05-16T11:05:40-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT & HOLLAND 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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALISA P TRAIN CPAName
Phone4074237911Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY979450FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss50000ContriReceivedRevAndExpnss
Dividends Rev And Expnss583DividendsRevAndExpnss
Dividends Net Invst Incm583DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses50583TotalRevenueAndExpenses
Total Net Investment Income583TotalNetInvestmentIncome
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 Expnss875AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps875AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss88TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps62TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss963TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps937TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss47750ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps47750ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss48713TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps48687TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1870ExcessOfRevenueOverExpenses
Net Investment Income583NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY977580SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY979450SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV979450SavingsAndTempCashInvstEOYFMV
Total Assets BOY977580TotalAssetsBOY
Total Assets EOY979450TotalAssetsEOY
Total Assets EOYFMV979450TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY977580CapitalStockBOY
Capital Stock EOY979450CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY977580TotalNetAssetsBOY
Total Net Assets EOY979450TotalNetAssetsEOY
Total Liabilities Net Assets BOY977580TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY979450TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY977580TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1870ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal979450Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY979450TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year138005QualifyingDistributionsYear1
Noncharitable Assets Year1997330NoncharitableAssetsYear1
Distribution Ratio Year10.038107DistributionRatioYear1
Qualifying Distributions Year231872QualifyingDistributionsYear2
Noncharitable Assets Year2745134NoncharitableAssetsYear2
Distribution Ratio Year20.042774DistributionRatioYear2
Qualifying Distributions Year324628QualifyingDistributionsYear3
Noncharitable Assets Year3622309NoncharitableAssetsYear3
Distribution Ratio Year30.039575DistributionRatioYear3
Qualifying Distributions Year41809QualifyingDistributionsYear4
Noncharitable Assets Year4503826NoncharitableAssetsYear4
Distribution Ratio Year40.003591DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year5164496NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio0.124047TotalDistributionRatio
Average Distribution Ratio0.024809AverageDistributionRatio
Net Noncharitable Assets961812NetNoncharitableAssets
Adjusted Noncharitable Assets23862AdjustedNoncharitableAssets
One Percent Net Investment Income6OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One23868AdjNonchrtblAssetsAndOnePct
Qualifying Distributions48687QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax6InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal6Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income6TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due6TaxDue

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 AG0Form990PFFiledWithAG
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 Person1PayCompensationToDsqflyPerson
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 Balances976459AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets976459TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets976459AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable14647CashDeemedCharitable
Net Noncharitable Assets961812NetNoncharitableAssets
Minimum Investment Return48091MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return48091MinimumInvestmentReturn
Tax Based On Investment Income6TaxBasedOnInvestmentIncome
Total Tax6TotalTax
Distributable Amount Before Adj48085DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded48085DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted48085DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions48687ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions48687QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm6OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions48681AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted48085DistributableAmountAsAdjusted
Undistributed Income Prior Year47635UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions48687QualifyingDistributions
Applied To Year147635AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1052AppliedToCurrentYear
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 CY47033UndistributedIncomeCY
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
BOYS & GIRLS CLUBS OF LAKE & SUMTER COUNTIES
400 EXECUTIVE BLVDLEESBURGFL34748NONE509(A)(1)YOUTH DEVELOPMENT$1,250
BOGGY CREEK GANG
30500 BRANTLEY BRANCH ROADEUSTISFL32736NONE509(A)(1)CAMPING AND RESIDENTIAL RESOURCES FOR SICK CHILDREN$2,000
LAKE SUMTER CHILDREN'S ADVOCACY CENTER
300 S CANAL STREETLEESBURGFL34748NONE509(A)(1)COUNSELING FOR ABUSED CHILDREN$1,250
CHRISTIAN CITY CONVALESCENT CENTER
7345 RED OAK ROADUNION CITYGA302912338NONE509(A)(2)NURSING AND CHAPEL SERVICES FOR CHILDREN AND ELDERLY$2,000
FIRST BAPTIST CHURCH - DILLON MT
P O BOX 108DILLONMT59725NONECHURCHCHRISTIAN CHURCH ACTIVITIES$250
FIRST BAPTIST CHURCH - LEESBURG FL
220 N 13TH STLEESBURGFL34748NONECHURCHCHRISTIAN CHURCH ACTIVITIES$7,000
FLORIDA SHERIFF'S YOUTH RANCHES
PO BOX 2000BOYS RANCHFL320649984NONE509(A)(1)YOUTH DEVELOPMENT$1,000
BOYS TOWN
P O BOX 6000BOYS TOWNNE68010NONESCHOOLYOUTH EDUCATION$1,000
MAYO CLINIC
4500 SAN PABLO ROADJACKSONVILLEFL32224NONE509(A)(1)MEDICAL RESEARCH$3,000
MONTANA RESCUE MISSION
PO BOX 3232BILLINGSMT59103NONECHURCHCHRISTIAN EVANGELISTIC ACTIVITIES$3,000
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$2,000
ONEIDA BAPTIST INSTITUTE
PO BOX 67ONEIDAKY409720067NONESCHOOLCHRISTIAN-FOCUSED EDUCATION$2,000
SALVATION ARMY
PO BOX 491265LEESBURGFL347491265NONECHURCHCHRISTIAN EVANGELISTIC ACTIVITIES$2,500
SAMARITAN'S PURSE
PO BOX 3000BOONENC286073000NONE509(A)(1)RELIEF EFFORTS IN THIRD WORLD NATIONS$3,000
ST JUDES CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN381059959NONE509(A)(1)MEDICAL RESEARCH FOR CHILDREN$2,000
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425GAINESVILLEFL326042425NONE509(A)(1)COLLEGE EDUCATION AND RESEARCH$2,000
CHRISTIAN CARE CENTER
115 N 13TH STLEESBURGFL34748NONE509(A)(1)YOUTH DEVELOPMENT$3,000
CHILDREN'S HUNGER FUND
PO BOX 7085MISSION HILLSCA913467085NONE509(A)(1)HUNGER RELIEF FOR CHILDREN$3,000
FAMILY SERVICE
PO BOX 1020BILLINGSMT59103NONE509(A)(2)FOOD AND CLOTHING FOR NEEDY FAMILIES$3,000
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS666758516NONE509(A)(1)CARE FOR WOUNDED VETERANS$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year47750TotGrantOrContriPaidDuringYear
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$583ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$583ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA583TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualWILLIAM A MATTICKContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line19335 SILVER LAKE DRIVEAddressLine1
CityLEESBURGCity
StateFLState
ZIP Code34788ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions50000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryCHERRY, BEKAERT, & HOLLANDCategory
Amount$875Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps875DisbursementsCharitablePrps

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
StatementNOT REQUIRED BY THE STATE OF FLORIDAStatement

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FLORIDA DEPT OF STATE$62062
PY SECTION 4940 TAXES$2600

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