Nonprofit · EIN 27-7044368
MATTHEWS FAMILY FOUNDATION
Also known as ROBERT MATTHEWS TTEE
Tax-exempt · MARIETTA, GA 30060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,098,386 | $599,986 | $498,400 | $9,511,986 | $0 | $9,511,986 |
| December 31, 2023 | 990-PF | $497,091 | $649,837 | -$152,746 | $9,013,586 | $0 | $9,013,586 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $154,662
- Interest
- $97,851
- Net gain from sales of assets
- $845,873
Expenses
- Grants and similar amounts paid
- $517,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $517,000
- Excise tax on investment income
- $14,881
Balance sheet and other
- Total assets, start of year
- $9,013,586
- Total assets, end of year
- $9,511,986
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,511,986
- Fair market value of assets
- $12,256,774
- Qualifying distributions
- $517,000
- Net investment income
- $1,087,361
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E MATTHEWS 1036 OLD MOUNTAIN RD, MARIETTA, GA 30064 | TRUSTEE | 1 | $0 |
| MATTHEW D BURTON 737 KENNESAW DUE WEST ROAD, KENNESAW, GA 30152 | TRUSTEE | 1 | $0 |
| LUKE DORAN BURTON 784 N ST MARYS LN NW, MARIETTA, GA 30064 | TRUSTEE | 1 | $0 |
| MICHAEL SCOTT MATTHEWS 1401 BULLARD RD, POWDER SPRINGS, GA 30127 | TRUSTEE | 1 | $0 |
| WILLIAM ROBERT BURTON 398 CAMPBELL HILL ST, MARIETTA, GA 30064 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E MATTHEWS 1036 OLD MOUNTAIN RD, MARIETTA, GA 30064 | TRUSTEE | 1 | $0 |
| MATTHEW D BURTON 737 KENNESAW DUE WEST ROAD, KENNESAW, GA 30152 | TRUSTEE | 1 | $0 |
| LUKE DORAN BURTON 784 N ST MARYS LN NW, MARIETTA, GA 30064 | TRUSTEE | 1 | $0 |
| MICHAEL SCOTT MATTHEWS 1450 ACWORTH DUE WEST ROAD, KENNESAW, GA 30152 | TRUSTEE | 1 | $0 |
| WILLIAM ROBERT BURTON 398 CAMPBELL HILL ST, MARIETTA, GA 30064 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 KENVIEW DR NW, MARIETTA, GA 30060-1086
- In care of
- % DEAN WARDLAW
- Signed the 990-PF
- ROBERT E MATTHEWS, TRUSTEE
- Phone
- (770) 422-7520
- Return prepared by
- NARWHAL CAPITAL MANAGEMENT LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-7044368
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,511,986
- Income (IRS master file)
- $3,760,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,098,386 | $599,986 | $9,511,986 | XML |
| 990-PF | December 2023 | $497,091 | $649,837 | $9,013,586 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-7044368).
Questions about MATTHEWS FAMILY FOUNDATION
- What is the EIN of MATTHEWS FAMILY FOUNDATION?
- The employer identification number (EIN) of MATTHEWS FAMILY FOUNDATION is 27-7044368.
- Is MATTHEWS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to MATTHEWS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MATTHEWS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATTHEWS FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MATTHEWS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MATTHEWS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does MATTHEWS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,098,386, expenses of $599,986 and total assets of $9,511,986 at year end.
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