Szulik Family Foundation

Szulik Matthew J Ttee
  • Raleigh, NC
  • Tax exemption issued: Dec. 2011
  • EIN: 27-6979466

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,204,289
Expenses
$1,569,938
Net Income
$1,634,351
Net Assets
$12,212,365
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,514,502
47.3%
Interest Revenue $0
Dividends $521,062
16.3%
Sales of Assets $1,168,725
36.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,379,342
87.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,212,365
Total Liabilities $0
Net Assets $12,212,365
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$377,237
Expenses
$792,644
Net Income
-$415,407
Net Assets
$10,538,234
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $501,680
> 100%
Sales of Assets -$129,505
Other Income $5,062
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $598,100
75.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,538,234
Total Liabilities $0
Net Assets $10,538,234
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$811,963
Expenses
$850,174
Net Income
-$38,211
Net Assets
$10,953,641
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $345,876
42.6%
Interest Revenue $0
Dividends $402,740
49.6%
Sales of Assets $20,219
2.5%
Other Income $43,128
5.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $645,825
76.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,953,641
Total Liabilities $0
Net Assets $10,953,641
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,318,047
Expenses
$675,198
Net Income
$642,849
Net Assets
$10,991,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $374,649
28.4%
Sales of Assets $933,818
70.8%
Other Income $9,580
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $557,500
82.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,991,852
Total Liabilities $0
Net Assets $10,991,852
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$368,084
Expenses
$672,803
Net Income
-$304,719
Net Assets
$10,349,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $334,224
90.8%
Sales of Assets $33,860
9.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $582,437
86.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,349,003
Total Liabilities $1
Net Assets $10,349,002
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on June 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$811,762
Expenses
$717,397
Net Income
$94,365
Net Assets
$10,653,721
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $424,049
52.2%
Sales of Assets $387,713
47.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $582,300
81.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,653,722
Total Liabilities $1
Net Assets $10,653,721
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,017,891
Expenses
$654,025
Net Income
$363,866
Net Assets
$10,280,266
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $319,875
31.4%
Sales of Assets $698,016
68.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $479,600
73.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,280,266
Total Liabilities $0
Net Assets $10,280,266
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,391,775
Expenses
$589,221
Net Income
$4,802,554
Net Assets
$9,916,400
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,606,275
48.3%
Interest Revenue $0
Dividends $269,664
5.0%
Sales of Assets $2,486,836
46.1%
Other Income $29,000
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $527,000
89.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,916,400
Total Liabilities $0
Net Assets $9,916,400
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$274,298
Expenses
$523,303
Net Income
-$249,005
Net Assets
$7,615,121
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $331,495
> 100%
Sales of Assets -$57,197
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $451,850
86.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,615,121
Total Liabilities $0
Net Assets $7,615,121
Compensation
Key Employees and Officers Compensation Other
Matthew J Szulik (Trustee) $0 $0
Kyle Szulik (Trustee) $0 $0

Document Links

990-PF
Filed on May 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$503,148
Expenses
$427,354
Net Income
$75,794
Net Assets
$7,864,126
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $313,092
62.2%
Sales of Assets $187,339
37.2%
Other Income $2,717
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $373,823
87.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,864,126
Total Liabilities $0
Net Assets $7,864,126

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$353,203
Expenses
$392,673
Net Income
-$39,470
Net Assets
$7,788,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $322,204
91.2%
Sales of Assets $30,999
8.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $411,789
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,788,332
Total Liabilities $0
Net Assets $7,788,332

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$353,074
Expenses
$491,204
Net Income
-$138,130
Net Assets
$7,827,802
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $299,156
84.7%
Sales of Assets $53,918
15.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $361,287
73.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,827,802
Total Liabilities $0
Net Assets $7,827,802

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,692,083
Expenses
$193,641
Net Income
$5,498,442
Net Assets
$9,255,182
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,846
0.8%
Sales of Assets $5,646,237
99.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,012
8.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,255,182
Total Liabilities $0
Net Assets $9,255,182

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,838,250
Expenses
$0
Net Income
$9,838,250
Net Assets
$9,838,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,838,250
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,838,250
Total Liabilities $0
Net Assets $9,838,250

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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