Nonprofit · EIN 58-1723658
MATTHEWS HISTORICAL FOUNDATION INC
Tax-exempt · MATTHEWS, NC 28106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $83,054 | $97,437 | -$14,383 | $791,929 | $15,466 | $776,463 |
| December 31, 2024 | 990 | $87,047 | $106,064 | -$19,017 | $757,905 | $18,019 | $739,886 |
| December 31, 2023 | 990 | $86,536 | $70,774 | $15,762 | $749,658 | $20,468 | $729,190 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $70,034
- of which government grants
- $52,144
- Membership dues
- $130
- Program service revenue
- $270
- Investment income
- $0
- Net rental income
- $12,750
- Other revenue
- $12,750
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,961
- Salaries, compensation and benefits (total)
- $2,961
- Professional fundraising fees
- $0
- Accounting fees
- $5,111
- Occupancy
- $22,655
- Depreciation
- $3,732
- Program services (functional)
- $97,437
Balance sheet and other
- Total assets, start of year
- $757,905
- Total assets, end of year
- $791,929
- Total liabilities, end of year
- $15,466
- Net assets, end of year
- $776,463
- Land, buildings and equipment
- $435,796
- Gross receipts
- $83,054
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- NC
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Becky Willard | President Trustee or director, Officer | 20 | $0 |
| Brian Antal | Treasurer Trustee or director, Officer | 8 | $0 |
| Charles Bennett | Trustee Trustee or director | 1 | $0 |
| Bob Aycock | Vice President Trustee or director, Officer | 20 | $0 |
| Anne Bennett | Trustee Trustee or director | 1 | $0 |
| Jim Taylor | Trustee Trustee or director | 1 | $0 |
| John Urban | Trustee Trustee or director | 1 | $0 |
| Tina Whitley | Trustee Trustee or director | 1 | $0 |
| Kress Query | Trustee Trustee or director | 1 | $0 |
| Tom Doresy | Trustee Trustee or director | 1 | $0 |
| Steffney Messer | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paula Lester | Historian Trustee or director | 5 | $0 |
| Charles Bennett | Trustee Trustee or director | 1 | $0 |
| Anne Bennett | Trustee Trustee or director | 1 | $0 |
| Jim Taylor | Trustee Trustee or director | 1 | $0 |
| John Urban | Trustee Trustee or director | 1 | $0 |
| Tina Whitley | Trustee Trustee or director | 1 | $0 |
| Kress Query | Trustee Trustee or director | 1 | $0 |
| Becky Willard | President Trustee or director, Officer | 20 | $0 |
| Brian Antal | Treasurer Trustee or director, Officer | 8 | $0 |
| Carol Cullis | Secretary Trustee or director, Officer | 5 | $0 |
| Bob Aycock | Vice President Trustee or director, Officer | 20 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Bennett | Trustee Trustee or director | 1 | $0 |
| Jim Taylor | Trustee Trustee or director | 1 | $0 |
| Anne Bennett | Trustee Trustee or director | 1 | $0 |
| John Urban | Trustee Trustee or director | 1 | $0 |
| Kress Query | Trustee Trustee or director | 1 | $0 |
| Tina Whitley | Trustee Trustee or director | 1 | $0 |
| Paula Lester | Historian Trustee or director | 5 | $0 |
| Brian Antal | Treasurer Trustee or director, Officer | 8 | $0 |
| Becky Willard | President Trustee or director, Officer | 20 | $0 |
| Bob Aycock | Vice President Trustee or director, Officer | 20 | $0 |
| Carol Cullis | Secretary Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1117, MATTHEWS, NC 28106-1117
- In care of
- % BECKY WILLARD
- Mailing address (990-N for 2011)
- PO Box 1117, Matthews NC 28106
- Principal officer (990 for 2025)
- Becky Willard, 2415 Cherrywood Lane, Matthews, NC 28104
- Principal officer (990-N for 2011)
- Paula Lester, 1335 Sea Mist Court, Matthews NC 28105
- Signed the 990
- BECKY WILLARD, President
- Phone
- (704) 951-4126
- Return prepared by
- Jonathan Hicks CPA PLLC
Mission
To research, preserve and protect the cultural, architectural and historical heritage of Matthews and to involve and educate future generations of this heritage
Program accomplishments
- The Foundation operates the Matthews Heritage Museum in a restored 1880 home which it owns. Staffed by a paid director and volunteer docents, the museum has been a historical asset to the area since opening in 2013. Docents are trained to give general tours to the public. Through the local elementary school, a tour has been developed appropriate to early elementary grades. Many local schools have toured the museum and a new generation is becoming aware of the local history. The museum is open three days a week.Expenses $97,437
- The Matthews Historical Foundation owns and operated the historic Reid House as a special event venue. This property, built in 1890, was the town doctors home and has been the site of countless weddings and parties. During 2021, numberous special events and business meetings were held there. The Foundation is responsible for all gardening, maintenance and upkeep of the house and property.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1723658
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82I)
- Assets (IRS master file)
- $791,929
- Income (IRS master file)
- $83,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $83,054 | $97,437 | $791,929 | XML |
| 990 | December 2024 | $87,047 | $106,064 | $757,905 | XML |
| 990 | December 2023 | $86,536 | $70,774 | $749,658 | XML |
| 990 | December 2022 | $65,408 | $71,851 | $701,943 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Paula Lester | December 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 58-1723658).
Questions about MATTHEWS HISTORICAL FOUNDATION INC
- What is the EIN of MATTHEWS HISTORICAL FOUNDATION INC?
- The employer identification number (EIN) of MATTHEWS HISTORICAL FOUNDATION INC is 58-1723658.
- Is MATTHEWS HISTORICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to MATTHEWS HISTORICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MATTHEWS HISTORICAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MATTHEWS HISTORICAL FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MATTHEWS HISTORICAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MATTHEWS HISTORICAL FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names Becky Willard.
- Who are the officers and directors of MATTHEWS HISTORICAL FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MATTHEWS HISTORICAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $83,054, expenses of $97,437 and total assets of $791,929 at year end.
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All nonprofits in MATTHEWS · North Carolina · Arts, culture and humanities