2025-11-17T16:20:57-06:00 2024-12-31 333737422 FRAZIER & DEETER ADVISORY LLC 401 E JACKSON ST STE 2600 TAMPA FL 33602 990PF 2024-01-01 873267870 SUSAN KAY MATTHEW FOUNDATION INC SUSA 3522249670 5200 NW 43RD ST STE 102-200 GAINESVILLE FL 32606 SUSAN KAY MATTHEW PRESIDENT 3522249670 2025-11-17 1 JENNIFER M RAY CPA P01058370 8135596400 2024 2025-03-06 01:10:19Z X 1138693 X 0 X 280 280 32853 32853 46980 664818 46980 80113 80113 0 0 0 29760 0 0 6000 0 0 789 789 0 104755 10958 0 141304 11747 0 62204 62204 203508 11747 62204 -123395 68366 29101 61479 61479 5797 5777 5777 586449 325122 420669 541096 646670 650768 1162443 1039048 1138693 0 0 X 0 0 0 0 1162443 1039048 1162443 1039048 1162443 1039048 1162443 -123395 0 1039048 0 1039048 WELLS FARGO INVESTMENT SERVICES ST COVERED 2024-07-23 2024-12-31 195616 180780 14836 14836 WELLS FARGO INVESTMENT SERVICES LT COVERED 2022-01-04 2024-12-31 469202 437058 32144 32144 46980 950 0 950 0 950 68 0 0 0 68 18 900 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 1165162 37037 0 1202199 0 0 1202199 18033 1184166 59208 59208 950 950 58258 0 58258 0 58258 62204 0 62204 58258 56671 0 0 62204 56671 0 0 5533 0 0 0 0 0 0 0 0 52725 0 0 0 SUSAN KAY MATTHEW X ALIVE CHURCH 5805 NW 37TH STREET GAINESVILLE FL 32653 PUBLIC CHARITY CASH CONTRIBUTION 2310 CORAL RESTORATION FOUNDATION 89111 OVERSEAS HWY TAVERNIER FL 33070 PUBLIC CHARITY CASH CONTRIBUTION 10387 DAUGHTERS OF THE AMERICAN REVOLUTIONS - NSDAR FUND 1776 D STREET NW WASHINGTON DC 20006 PUBLIC CHARITY CASH CONTRIBUTION 2053 HAWAII COMMUNITY FOUNDATION 444 HANA HWY STE 201 KAHULUI HI 96732 PUBLIC CHARITY CASH CONTRIBUTION 5000 KIDS HURT TOO HAWAII 245 N KUKUI ST 102 HONOLULU HI 96817 PUBLIC CHARITY CASH CONTRIBUTION 1029 KULEANA CORAL REEFS 16-396 KEAAU LOOP KEAAU HI 96749 PUBLIC CHARITY CASH CONTRIBUTION 1000 NA KAMA KAI PO BOX 1803 WAIANAE HI 97692 PUBLIC CHARITY CASH CONTRIBUTION 1023 NATIONAL ALLIANCE ON MENTAL ILLNESS OF HAWAII 771 KAPIOLANI BLVD STE 613 HONOLULU HI 96813 PUBLIC CHARITY CASH CONTRIBUTION 1000 NEIGHBORHOOD HOUSING AND DEVELOPMENT 633 NW 8TH AVE STE B GAINESVILLE FL 32601 PUBLIC CHARITY CASH CONTRIBUTION 5338 PROJECT HAWAII 16-396 KEAAU LOOP KEAAU HI 96749 PUBLIC CHARITY CASH CONTRIBUTION 1040 ST JOSEPHS INDIAN SCHOOL 1301 NORTH MAIN STREET CHAMBERLAIN SD 57325 PUBLIC CHARITY CASH CONTRIBUTION 5000 GRACE GAINESVILLE HOMELESS ORGANIZATION 3055 NE 28TH DRIVE GAINESVILLE FL 32601 PUBLIC CHARITY CASH CONTRIBUTION 5182 GREAT SALT LAKE COLLABORATIVE 13312 WEST 1075 SOUTH MAGNA UT 84044 PUBLIC CHARITY CASH CONTRIBUTION 5113 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PUBLIC CHARITY CASH CONTRIBUTION 1000 FOSTER LOVE 560 W LAMBERT RD BREA CA 92821 PUBLIC CHARITY CASH CONTRIBUTION 2000 FOSTER CARE REVIEW 155 NW 3RD STREET STE 4338 MIAMI FL 33128 PUBLIC CHARITY CASH CONTRIBUTION 2058 FEEDING TAMPA BAY - HURRICAN MILTON RELIEF 3624 CAUSEWAY BLVD TAMPA FL 33619 PUBLIC CHARITY CASH CONTRIBUTION 1036 WOMEN IN DISTRESS OF BROWARD COUNTY PO BOX 50187 LIGHTHOUSE POINT FL 33074 PUBLIC CHARITY CASH CONTRIBUTION 1500 GAINESVILLE COMMUNITY COUNSELING CENTER 3850 NW 83RD ST STE 201 GAINESVILLE FL 32606 PUBLIC CHARITY CASH CONTRIBUTION 1725 TAMPA HILLSBOROUGH HOMELESS INITIATIVE PO BOX 1110 TAMPA FL 336011110 PUBLIC CHARITY CASH CONTRIBUTION 1575 MID-FLORIDA HOMELESS COALITION INC 1512 US-41 INVERNESS FL 34450 PUBLIC CHARITY CASH CONTRIBUTION 2098 MOTE MARINE LABORATORY - SARASOTA FL 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 PUBLIC CHARITY CASH CONTRIBUTION 3737 62204 0 14 280 14 32853 18 46980 0 80113 0 80113 0 0 0 0 0 0 0 0 0 0 FRAZIER AND DEETER LLC 6000 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. 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 325122 420669 WELLS FARGO ADVISORS - MUTUAL FUNDS FMV 346667 350765 MACRO BIOLOGICS AT COST 300003 300003 LEGAL FEES 29760 0 0 EDUCATIONAL CONFERENCES 6736 0 0 BANK CHARGES 75 75 0 ANNUAL REPORT FILING FEES 61 0 0 CONSULTING PROFESSIONAL FEES 87000 0 0 OTHER PROFESSIONAL FEES 10883 10883 0 FOREIGN TAXES WITHHELD 289 289 0 FEDERAL TAXES 500 500 0