MATAYA FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MATAYA FAMILY FOUNDATION (EIN 27-2402842)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202601359349101070
Schema version
2025v4.0
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)
Return2026-05-15T09:16:58-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW DODSON CPAPreparerPersonNm
PTINP01487067PTIN
Phone4127619180PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$217,309FMVAssetsEOYAmt
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$5,502DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,502DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$46NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6GrossSalesPriceAmt
Total Rev And Expnss$5,456TotalRevAndExpnssAmt
Total Net Invst Incm$5,502TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,803AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$175AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$111TaxesRevAndExpnssAmt
Taxes Net Invst Incm$111TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,914TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$286TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,864TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$286TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,408ExcessRevenueOverExpensesAmt
Net Investment Income$5,216NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,848CashEOYAmt
Cash EOYFMV$1,848CashEOYFMVAmt
Other Assets BOY$223,107OtherAssetsBOYAmt
Other Assets EOY$197,202OtherAssetsEOYAmt
Other Assets EOYFMV$215,461OtherAssetsEOYFMVAmt
Total Assets BOY$223,107TotalAssetsBOYAmt
Total Assets EOY$199,050TotalAssetsEOYAmt
Total Assets EOYFMV$217,309TotalAssetsEOYFMVAmt
Grants Payable BOY$2,250GrantsPayableBOYAmt
Grants Payable EOY$2,250GrantsPayableEOYAmt
Other Liabilities BOY$12,649OtherLiabilitiesBOYAmt
Total Liabilities BOY$14,899TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,250TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$208,208NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$196,800NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$208,208TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$196,800TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$223,107TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$199,050TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$208,208TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,408ExcessRevenueOverExpensesAmt
Subtotal$196,800SubtotalAmt
Tot Net Ast Or Fund Balances EOY$196,800TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyELEVRA LITHIUM LTDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2023-02-06AcquiredDt
Sold2025-09-03SoldDt
Gross Sales Price$6GrossSalesPriceAmt
Cost Or Other Basis$52CostOrOtherBasisAmt
Gain Or Loss-$46GainOrLossAmt
Gains Minus Excess Or Losses-$46GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$46CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$73InvestmentIncomeExciseTaxAmt
Subtotal$73SubtotalAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Tax Due$73TaxDueAmt

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$216,501AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$924AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$217,425TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$217,425AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,261CashDeemedCharitableAmt
Net Vl Noncharitable Assets$214,164NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,708MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,708MinimumInvestmentReturnAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Total Tax$73TotalTaxAmt
Distributable Before Adj$10,635DistributableBeforeAdjAmt
Distributable Before Ded$10,635DistributableBeforeDedAmt
Distributable As Adjusted$10,635DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,950ExpensesAndContributionsAmt
Qualifying Distributions$14,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,635DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$2,569ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$6,450ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,019TotalExcessDistributionCyovAmt
Qualifying Distributions$14,950QualifyingDistributionsAmt
Applied To Current Year$10,635AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,315RemainingDistriFromCorpusAmt
Total Corpus$13,334TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,334ExcessDistriCyovToNextYrAmt
Excess From Year3$2,569ExcessFromYear3Amt
Excess From Year1$6,450ExcessFromYear1Amt
Excess From Current Year$4,315ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
1111 BROADWAY STREETSUITE 1360OAKLANDCA94607PCGENERAL SUPPORT$250
AVERY COUNTY HUMANE SOCIETY INC
PO BOX 1213NEWLANDNC28657PCGENERAL FUND$500
BANNER ELK FIRE DEPARTMENT
345 SHAWNEEHAW AVEBANNER ELKNC28604PCGENERAL SUPPORT$1,000
CALISTOGA COMMUNITY CHEST
PO BOX 14CALISTOGACA94515PCGENERAL SUPPORT$1,000
FEEDING AVERY FAMILIES
PO BOX 1075BANNER ELKNC28604PCGENERAL SUPPORT$1,000
HIGH COUNTRY CHARITABLE FUND
610 BANNER ELK HWYBANNER ELKNC28604PCGENERAL SUPPORT$1,000
INSIGHT AT SAN DIEGO
1541 LINDA SUE LANEENCINTASCA92024PCGENERAL FUND$1,000
KIWANIS CLUB OF BANNER
PO BOX 2321BANNER ELKNC28604PCGENERAL SUPPORT$500
KQED
PO BOX 60585CITY OF INDUSTRYCA91716PCGENERAL SUPPORT$200
LINSLY SCHOOL INCORPORATED
60 KNOX LANEWHEELINGWV26003PCGENERAL SUPPORT$1,000
RESURGE INTERNATIONAL
765 N PASTORIA AVESUNNYVALECA94085PCGENERAL FUND$2,000
SPIRIT RIDE INC
7196 WHY 194 SBANNER ELKNC28604PCEDUCATION FOR SPECIAL NEEDS CHILDREN$1,000
SWIM ACROSS AMERICA
PO BOX 475842SAN FRANCISCOCA94147PCGENERAL FUND$500
UCSF FOUNDATION
PO BOX 1213 279 NEW VALENEWLANDNC28657PCPULMONARY DIVISION FUND$2,000
URBAN SCHOOL OF SAN FRANCISCO
PO BOX 103929PASADENACA91189PCSCHOOL FUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,502RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$46RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,456RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,456TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ACCOUNTING FEES$1,750$175
INVESTMENT FEES$53

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MONEY MARKET FUNDS$161,909$125,760$125,760
EQUITIES$49,971$60,031$73,033
EXCHANGE TRADE FUNDS$11,227$11,411$16,668

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc
BOY Book Value$12,649BOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2024 TAX ON INVESTMENT INCOMECategoryTxt
Amt$111Amt
Net Investment Income$111NetInvestmentIncomeAmt

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