2024-11-30T12:43:21-06:00 2023-12-31 EXTENSIONED UNTIL MAY 01, 2025 DUE TO HURRICANES HELENE AND MILTON DISASTER RELIEF 581433845 FRAZIER & DEETER LLC 401 E JACKSON ST STE 2600 TAMPA FL 33602 990PF 2023-01-01 873267870 SUSAN KAY MATTHEW FOUNDATION INC SUSA 3522249670 5200 NW 43RD ST STE 102-200 GAINESVILLE FL 32606 SUSAN KAY MATTHEW PRESIDENT 3522249670 2024-11-30 0 JENNIFER M RAY CPA P01058370 8135596400 2023 2024-10-15 13:58:12Z X 1213380 X 0 X 326 326 38441 38441 -57962 759717 0 -19195 38767 0 0 0 7780 0 0 3750 0 0 425 425 0 34177 7276 0 46132 7701 0 42454 42454 88586 7701 42454 -107781 31066 33487 29101 29101 30213 5797 5797 662473 586449 634452 544051 541096 544030 1270224 1162443 1213380 0 0 X 0 0 0 0 1270224 1162443 1270224 1162443 1270224 1162443 1270224 -107781 0 1162443 0 1162443 WELLS FARGO INVESTMENT SERVICES 2023-03-02 2023-07-11 311288 305668 5620 5620 WELLS FARGO INVESTMENT SERVICES 2022-01-04 2023-03-15 448429 512011 -63582 -63582 -57962 432 0 432 0 432 0 0 500 0 500 0 68 68 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 1 N/A SIMON TAYLOR 5618180170 3801 PGA BOULEVARD SUITE 600 PALM BEACH GARDENS FL 33410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN KAY MATTHEW 5200 NW 43RD STREET SUITE 102-200 GAINESVILLE FL 32606 PRESIDENT AND CHAIR BOD 15.00 0 0 0 AMY JACKSON 5200 NW 43RD STREET SUITE 102-200 GAINESVILLE FL 32606 DIRECTOR 2.00 0 0 0 DANIELLE SWEENEY 5200 NW 43RD STREET SUITE 102-200 GAINESVILLE FL 32606 DIRECTOR 2.00 0 0 0 SIMON TAYLOR 3801 PGA BOULEVARD SUITE 600 PALM BEACH GARDENS FL 33410 SECRETARY 2.00 0 0 0 JENNIFER JOHNSON 5200 NW 43RD STREET SUITE 102-200 GAINESVILLE FL 32606 TREASURER AND DIRECTOR 2.00 0 0 0 LENORE MATTHEW 5200 NW 43RD STREET SUITE 102-200 GAINESVILLE FL 32606 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MADE CONTRIBUTIONS TO SEVERAL 501(C)(3) ORGANIZATIONS WHICH FURTHER THE FOUNDATION'S EXEMPT PURPOSE OF ASSISTING LOW-INCOME COMMUNITIES, THE SCHOOLS LOCATED THEREIN, AND THE FOUNDATION'S GOAL OF BATTLING HUNGER AND HOMELESSNESS. 0 0 1128453 38384 0 1166837 0 0 1166837 17503 1149334 57467 57467 432 432 57035 0 57035 0 57035 42454 0 15000 57454 57035 57090 0 0 57454 57090 0 0 364 0 0 0 0 0 0 0 0 56671 0 0 0 SUSAN KAY MATTHEW X GRACE MARKETPLACE (GAINESVILLE FLORIDA HOMELESS ORGANIZATION) 3055 NE 28TH AVE GAINESVILLE FL 32609 PUBLIC CHARITY CASH CONTRIBUTION 5259 NEIGHBORHOOD HOUSING AND DEVELOPMENT 633 NW 8TH AVE STE B GAINESVILLE FL 32601 PUBLIC CHARITY CASH CONTRIBUTION 5000 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 PUBLIC CHARITY CASH CONTRIBUTION 5000 ALIVE CHURCH 5805 NW 37TH STREET GAINESVILLE FL 32653 PUBLIC CHARITY CASH CONTRIBUTION 1500 ST FRANCIS HOUSE 413 S MAIN STREET GAINESVILLE FL 32601 PUBLIC CHARITY CASH CONTRIBUTION 5010 CORAL RESTORATION FOUNDATION 89111 OVERSEAS HWY TAVERNIER FL 33070 PUBLIC CHARITY CASH CONTRIBUTION 10182 HAWAII COMMUNITY FOUNDATION 444 HANA HWY STE 201 KAHULUI HI 96732 PUBLIC CHARITY CASH CONTRIBUTION 5000 PROJECT HAWAII 16-396 KEAAU LOOP KEAAU HI 96749 PUBLIC CHARITY CASH CONTRIBUTION 1000 KIDS HURT TOO HAWAII 245 N KUKUI ST 102 HONOLULU HI 96817 PUBLIC CHARITY CASH CONTRIBUTION 1030 KULEANA CORAL REEFS 16-396 KEAAU LOOP KEAAU HI 96749 CASH CONTRIBUTION 1000 NA KAMA KAI PO BOX 1803 WAIANAE HI 97692 CASH CONTRIBUTION 1023 NATIONAL ALLIANCE ON MENTAL ILLNESS OF HAWAII 771 KAPIOLANI BLVD STE 613 HONOLULU HI 96813 PUBLIC CHARITY CASH CONTRIBUTION 1000 MAUI STRONG FUND 444 HANA HWY STE 201 KAHULUI HI 96732 PUBLIC CHARITY CASH CONTRIBUTION 100 DAUGHTERS OF THE AMERICAN REVOLUTIONS - NSDAR FUND 1776 D STREET NW WASHINGTON DC 20006 PUBLIC CHARITY CASH CONTRIBUTION 100 CITY RESCUE MISSION OF JACKSONVILLE 426 S MCDUFF AVENUE JACKSONVILLE FL 32254 PUBLIC CHARITY CASH CONTRIBUTION 250 42454 GRACE MARKETPLACE (GAINESVILLE FLORIDA HOMELESS ORGANIZATION) 3055 NE 28TH AVE GAINESVILLE FL 32609 PUBLIC CHARITY THE PURPOSE OF THIS SET-ASIDE GRANT WHICH HAS BEEN APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS TO PROVIDE THIS RECIPIENT CHARITABLE ORGANIZATION ASSURANCE THAT THE FOUNDATION WILL BE FUNDING THIS AMOUNT AND POTENTIALLY MORE OVER THE NEXT 3 YEARS. THEREFORE, ONE OF THE PRIMARY PURPOSES OF THE FOUNDATION, ASSISTING AND HELPING THE HOMELESS POPULATION IN THE GAINESVILLE FLORIDA AREA, WITH THESE SET ASIDE FUNDS FOR THE RECIPIENT CHARITABLE ORGANIZATION. 15000 15000 14 326 14 38441 18 -57962 0 -19195 0 -19195 0 0 0 0 0 0 0 0 0 0 FRAZIER AND DEETER LLC 3750 0 0 THE ATTACHED DETAILED DESCRIPTION OF ACTIVITIES, REQUIRED BY PART VI-A, ITEM 2 OF THE FORM 990-PF, UPDATES THE FOUNDATION'S 2022 EXEMPTION APPLICATION BY DESCRIBING CHANGES IN DOCUMENTATION AND OTHER POTENTIAL ACTIVITIES NOT PREVIOUSLY REPORTED TO THE IRS, INCLUDING, (1) POSSIBLE PAYMENT OF COMPENSATION; (2) POSSIBLE GOVERNMENT AND PRIVATE FOUNDATION GRANT SOLICITATIONS; (3) AMENDMENT OF THE FOUNDATION'S INITIAL 2021 BYLAWS; AND (4) ADOPTION OF A CONFLICT OF INTEREST POLICY. THE DETAILED DESCRIPTION INCLUDES AN EXHIBIT A THAT IS MARKED TO HIGHLIGHT THE TEXT OF THE AMENDMENTS MADE IN THE AMENDED BYLAWS, IN ORDER TO REPORT CONTENT OF THOSE AMENDMENTS THAT RELATE TO POTENTIAL PREVIOUSLY UNREPORTED ACTIVITIES. THE SAME EXHIBIT A WAS PRESENTED TO THE BOARD OF DIRECTORS OF THE FOUNDATION WHEN THEY CONSIDERED AND APPROVED THE AMENDMENTS IN AUGUST 2023. AS NOTED ABOVE THE DETAILED DESCRIPTION OF ACTIVITIES REPORTS UPDATED INFORMATION BUT ALSO POINTS OUT IN ITEM 5 THAT POSSIBLE PAYMENT OF COMPENSATION BY THE FOUNDATION IS CONSISTENT WITH THE 2021 INITIAL BYLAWS AND ARTICLES OF INCORPORATION THAT WERE DISCLOSED TO THE IRS WITH THE FOUNDATION'S 2022 EXEMPTION APPLICATION. CHANGES TO THE ORGANIZATION'S DOCUMENTS TO REFLECT THE ABOVE ARE BEING MAILED PER INSTRUCTIONS AS THE DOCUMENTS ARE TOO VOLUMINOUS TO BE ATTACHED IN PDF FORMATS. NAME OF RECIPIENT-GRACE MARKETPLACE (GAINESVILLE FLORIDA HOMELESS ORGANIZATION)ATTACHMENT AND STATEMENT: THIS SET ASIDE GRANT HAS BEEN APPROVED PURSUANT TO AUTHORIZATION BY THE FOUNDATION'S BOARD OF DIRECTORS IN AN EFFORT TO PROVIDE CONTINUING SUPPORT TO THIS BENEFACTOR OF THE FOUNATION'S EFFORTS TO ASSIST THE HOMELESS POPULATION IN THE GAINESVILLE, FLORIDA AREA. THE SET ASIDE FUNDING WILL BE PAID OUT OVER 36 MONTHS WITH AN ANNUAL PAYMENT OF $5,000 OVER 3 YEARS IN ADDITION TO OTHER CONTRIBUTIONS TO THIS CHARITABLE ORGANIZATION BY THE FOUNDATION. THE MANAGEMENT OF THE FOUNDATION ASSURES THE IRS THAT THESE SET ASIDE GIFTS WILL BE PAID OUT WITH A MINIMUM CONTRIBUTION TO SAID CHARITABLE ORGANIZATION OF $5,000 ANNUALLY FOR 3 YEARS BEGINNING IN 2024. ALL REQUIREMENTS OF IRC SECTION 4942(G)(2)(B)(II) HAVE BEEN MET. THIS SET ASIDE AMOUNT WILL COVER THE REMAINING UNDISTRIBUED INCOME FOR TAX YEAR 2022. THE PRIMARY PURPOSE OF MAKING THIS PLEDGE OVER A 3 YEAR PERIOD IS TO PROVIDE THE RECIPIENT CHARITABLE ORGANIZATION THAT FUNDING WILL CONTINUE FOR AT LEAST 3 YEARS. N/A PURSUANT TO STATE OF FLORIDA CODE CHAPTER 496, SECTION 496.407, SINCE THE FOUNDATION DOES NOT SOLICIT CONTRIBUTIONS WITHIN OR WITHOUT THE STATE OF FLORIDA, THE FOUNDATION IS NOT REQUIRED TO FILE AN ANNUAL FINANCIAL STATEMENT OR THE FORM 990-PF. WELLS FARGO ADVISORS - STOCKS AND ETFS 586449 634452 WELLS FARGO ADVISORS - MUTUAL FUNDS FMV 541096 544030 LEGAL FEES 7780 0 0 ASSET MANAGEMENT FEES 7251 7251 0 EDUCATIONAL CONFERENCES 2488 0 0 MISCELLANEOUS EXPENSE 2051 0 0 IT CONSULTING 22362 0 0 BANK CHARGES 25 25 0 FOREIGN TAXES WITHHELD 425 425 0