2024-05-06T08:16:54-05:00 2023-12-31 PESTA FINNIE & ASSOCIATES LLP 6826 CARNEGIE BLVD CHARLOTTE NC 28211 990PF 2023-01-01 206376517 MATTEI FOUNDATION % J SCOTT MATTEI MATT 7049716060 6805 Carnegie BLVD SUITE 370 CHARLOTTE NC 28211 JAMES SCOTT MATTEI Trustee 7049716060 2024-04-30 true JAMES SCOTT MATTEI XXX-XX-XXXX true Alexander Preston P02394252 7043641829 2 2023 2023-04-26 12:10:37Z X 5565057 X 0 X 111970 111970 -385739 2107522 0 97250 97250 -176519 209220 0 19272 0 54386 2719 13597 9347 9347 83005 12066 13597 322075 322075 405080 12066 335672 -581599 197154 42755 92853 92853 4331815 4198122 4473954 1500000 1000000 998250 -44689 -42693 5829881 5248282 5565057 0 0 X 5829881 5248282 5829881 5248282 5829881 5248282 5829881 -581599 5248282 5248282 SEE STATEMENT A P 2023-05-23 112343 95912 16431 16431 SEE STATEMENT B P 535911 897350 -361439 -361439 SEE STATEMENT C P 1449613 1500000 -50387 -50387 CAPITAL GAIN DIVIDENDS P 9655 CAPITAL GAIN DIVIDENDS P 9655 CAPITAL GAIN DIVIDENDS P 9655 -385740 2740 2740 2740 14441 0 14441 11701 11701 false false false false false false false true true AL false false false false false true N/A J SCOTT MATTEI 7049716060 ONE MORROCROFT CT 6805 CARNEGIE 37 Charlotte NC 28211 false false false false false false false false false false false false false false false false false false false false false J SCOTT MATTEI 6805 Carnegie BLVD SUITE 370 ONE MORROCROFT CENTER CHARLOTTE NC 28211 TRUSTEE 0 0 0 0 0 0 NONE NONE 5350282 67804 0 5418086 0 5418086 81271 5336815 266841 266841 2740 2740 264101 264101 264101 335672 0 0 0 0 335672 264101 0 2021 2020 2019 0 108074 236407 126774 98001 154230 723486 335672 0 264101 71571 795057 0 0 0 0 108074 686983 236407 126774 98001 154230 71571 NA NA X Queens University of Charlotte 1900 Selwyn Avenue Charlotte NC 28274 501 (C)(3) Public Charity To provide scholarships and improve the quality of education 1275 St Edward's Catholic Church 144 North County Road Palm Beach FL 33480 501 (C)(3) Public Charity To provide assistance to those in need 3000 Atrium Health Foundation 208 East Blvd Charlotte NC 28203 501 (C)(3) Public Charity To help advancing heart care in our region by supporting innovative programs and projects, provide assistance to caregivers, and provide essential needs. 80000 The Mint Museum 2730 Randolph Road Charlotte NC 28207 501 (C)(3) Public Charity to foster creativity within the local community 8000 University of Texas PO Box 7458 Austin TX 78713 501 (C)(3) Public Charity TO PROVIDE SUPPORT FOR STUDENTS, FACULTY, AND STAFF TO EDUCATE, INNOVATE AND CHANGE THE WORLD. RENOVATION OF JAMES J. AND MIRIAM MULVA HALL AND HILDEBRAND HALL. 100000 Charlotte Country Day School 1440 Carmel Road Charlotte NC 28226 501 (C)(3) Public Charity supplement cost of every student's education 6000 The Duke Mansion preservation society 400 Hermitage Road Charlotte NC 28207 501 (C)(3) Public Charity TO PROVIDE FUNDING TO MAINTAIN COMMUNAL GARDENS 1000 Blumenthal Performing Arts 130 North Tryon Street Charlotte NC 28202 501 (C)(3) Public Charity TO FUND PROGRAMS THAT INSPIRE CREATIVITY, PROVIDE ART ACCESS AND EDUCATION, AND STRENGTHEN THE LOCAL COMMUNITY 1500 Myers Park United Methodist Church 1501 QUEENS ROAD CHARLOTTE NC 28207 501 (C)(3) PUBLIC CHARITY TO PROVIDE FOR THOSE IN NEED. 100000 Bluffton Self Help 39 Sheridan Park Cir STE 10 Bluffton SC 29910 501 (C)(3) Public Charity To provide assistance to those in need 3000 Palmetto Animal League 56 Riverwalk Blvd Okatie SC 29936 501 (C)(3) PUBLIC CHARITY ANIMAL RIGHTS, WELFARE, AND SERVICES 3000 Kappa Kappa Gamma 6640 RIVERSIDE DRIVE SUITE 200 DUBLIN OH 43017 501 (C)(3) Public Charity to provide the means to women to live fully and inspire positive change in the world 5000 Kings Kitchen PO Box 30877 Charlotte NC 28230 501 (C)(3) Public Charity helping feed the hungry, employ the unemployable in food service, and discipline dozens in the the bread of life 500 St Gregory the Great 31 Saint Gregory Drive Bluffton SC 29909 501 (C)(3) Public Charity to provide assistance to those in need 3000 The Mitchell Bays Turner Pediatric Fund PO BOX 12189 Charlotte NC 28220 501 (C)(3) Public Charity To fund mental health counseling for families with sick children who have a terminal or life-threatening diagnosis. 6000 Navy SEAL Foundation 1619 D St Bldg 5326 Virginia Beach VA 23459 501 (C)(3) Public Charity To provide supporting and sustaining the physical and mental health of Naval Special Warfare(NSW) service members, veterans, and families. 250 Dancing with the Stars of Charlotte 701 N Tryon ST Charlotte NC 28202 501 (C)(3) Public Charity To create a healthier, more equitable future for the city of Charlotte. 550 322075 Carolina Healthcare Foundation 208 EAST BLVD Charlotte NC 28203 501(C)(3) PUBLIC CHARITY TO PROVIDE FUNDING FOR THE RESEARCH AND TREATMENT OF CARDIOVASCULAR DISEASES. 0 University of Texas PO BOX 7458 Austin TX 78713 501(C)(3) PUBLIC CHARITY RENOVATION OF JAMES J. AND MIRIAM MULVA HALL AND HILDEBRAND HALL. 0 Myers Park United Methodist Church 1501 QUEENS ROAD Charlotte NC 28207 501 (C)(3) PUBLIC CHARITY TO PROVIDE FOR THOSE IN NEED. 0 Kappa Kappa Gamma 6640 RIVERSIDE DRIVE SUITE 200 Dublin OH 43017 501 (C)(3) PUBLIC CHARITY TO PROVIDE THE MEANS TO WOMEN TO LIVE FULLY AND INSPIRE POSITIVE CHANGE IN THE WORLD. 0 890000 14 111970 30 97250 18 -385739 -176519 -176519 false false false false false false false false false false NONE BASIS ADJUSTMENTS -44689 -42693 FIDUCIARY FEES 5097 5097 PROFESSIONAL FEES 4250 4250 Investment Income from securities 97250 97250 FEDERAL TAX 19272 0