WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-22
- IRS object ID
- 202403279349100505
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-22T12:22:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 932862779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET E WALLACE CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14603 HUEBNER ROAD BUILDING 3 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742697713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & SALOME MCALLEN SCANLAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2102244491 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E PECAN STREET SUITE 1240 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SCANLAN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2102244491 | PhoneNum |
| Signature | 2024-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET E WALLACE | PreparerPersonNm |
| PTIN | P00022205 | PTIN |
| Phone | 2108752365 | PhoneNum |
| Preparation | 2024-11-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,311,465 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $333,968 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $163,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $341,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,976 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,915 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,718 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,968 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $413,968 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,686 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,278 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $167,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,248 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $743,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $695,378 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,185,217 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $910,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $821,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,311,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $941,304 | CapitalStockBOYAmt |
| Capital Stock EOY | $941,304 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$30,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$119,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $910,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $821,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $910,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $821,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $910,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $821,657 | SubtotalAmt |
| Other Decreases | $31 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $821,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 435 SHS FORD MOTOR CO | 2023-04-03 | $5,535 | $8,488 | -$2,953 | -$2,953 |
| 75 SHS FIDELITY NATIONAL INFO SVC INC | 2023-04-03 | $3,725 | $3,342 | $383 | $383 |
| 25 SHS MARSH & MCLENNAN COS | 2023-04-03 | $4,227 | $3,544 | $683 | $683 |
| 15 SHS NORFOLK SOUTHERN CORP | 2023-04-03 | $3,122 | $3,924 | -$802 | -$802 |
| 10 SHS WASTE MANAGEMENT INC | 2023-04-03 | $1,642 | $1,389 | $253 | $253 |
| 15 SHS ZOETIS INC | 2023-04-03 | $2,509 | $2,788 | -$279 | -$279 |
| 5 SHS GOLDMAN SACHS GROUP | 2023-04-03 | $1,626 | $1,030 | $596 | $596 |
| 30 SHS AMAZON COM INC | 2023-04-03 | $3,066 | $1,274 | $1,792 | $1,792 |
| 10 SHS THERMO FISHER SCIENTIFIC INC | 2023-04-03 | $5,680 | $5,045 | $635 | $635 |
| 20 SHS META PLATFORMS INC | 2023-04-03 | $4,261 | $1,525 | $2,736 | $2,736 |
| 30 SHS NVIDIA CORP | 2023-04-03 | $8,369 | $5,938 | $2,431 | $2,431 |
| 15 SHS UNITED PARCEL SERVICE | 2023-04-03 | $2,893 | $3,094 | -$201 | -$201 |
| 30 SHS MICROCHIP TECHNOLOGY | 2023-04-03 | $2,473 | $2,162 | $311 | $311 |
| 15 SHS PEPSICO INC | 2023-04-03 | $2,733 | $2,074 | $659 | $659 |
| 15 SHS RTX CORPORATION | 2023-04-03 | $1,506 | $1,279 | $227 | $227 |
| 235 SHS US BANCORP | 2023-05-17 | $6,950 | $12,464 | -$5,514 | -$5,514 |
| 115 SHS EMERSON ELECTRIC CO | 2023-05-18 | $9,374 | $10,960 | -$1,586 | -$1,586 |
| 200 SHS ENDEAVOR GROUP HOLDINGS INC | 2023-01-04 | $4,404 | $5,127 | -$723 | -$723 |
| 55 SHS CATALENT INC | 2023-01-04 | $2,572 | $3,317 | -$745 | -$745 |
| 110 SHS ZIONS BANCORPORATION | 2023-03-13 | $3,513 | $3,293 | $220 | $220 |
| 230 SHS COHERENT CORP | 2023-05-12 | $6,323 | $7,955 | -$1,632 | -$1,632 |
| 485 SHS NOV INC | 2023-05-12 | $7,204 | $9,522 | -$2,318 | -$2,318 |
| 100 SHS LEIDOS HOLDINGS INC | 2023-05-12 | $7,812 | $8,700 | -$888 | -$888 |
| 115 SHS AVNET INC | 2023-05-12 | $4,676 | $4,957 | -$281 | -$281 |
| 35 SHS SYNAPTICS INC | 2023-05-12 | $2,546 | $7,277 | -$4,731 | -$4,731 |
| 110 SHS NEW FORTRESS ENERGY INC | 2023-05-12 | $3,205 | $4,559 | -$1,354 | -$1,354 |
| 40 SHS FMC CORP | 2023-07-14 | $3,797 | $4,319 | -$522 | -$522 |
| 22 SHS PHINIA INC | 2023-07-19 | $574 | $588 | -$14 | -$14 |
| 180 SHS FIFTH THIRD BANCORP | 2023-09-06 | $4,769 | $3,123 | $1,646 | $1,646 |
| 55 SHS TIMKEN CO | 2023-09-11 | $3,962 | $4,083 | -$121 | -$121 |
| 56 SHS TEXTRON INC | 2023-09-11 | $4,210 | $3,777 | $433 | $433 |
| 215 SHS BLOOMIN BRANDS INC | 2023-09-25 | $5,174 | $4,807 | $367 | $367 |
| 110 SHS BORGWARNER INC | 2023-10-30 | $4,019 | $4,323 | -$304 | -$304 |
| 75 SHS DARLING INGREDIENTS INC | 2023-11-10 | $3,132 | $5,799 | -$2,667 | -$2,667 |
| 20 SHS VEEVA SYSTEMS INC | 2023-01-20 | $3,567 | $1,857 | $1,710 | $1,710 |
| 35 SHS MKS INSTRUMENTS INC | 2023-11-20 | $2,683 | $5,177 | -$2,494 | -$2,494 |
| 170 SHS TOWER SEMICONDUCTOR LTD | 2023-12-13 | $5,106 | $5,228 | -$122 | -$122 |
| 55 SHS BOOT BARN HOLDINGS INCC | 2023-12-13 | $4,094 | $4,070 | $24 | $24 |
| 45 SHS GENUINE PARTS CO | 2023-12-13 | $6,195 | $6,254 | -$59 | -$59 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,204 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,590 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,090 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,905 | OverpaymentAmt |
| Applied To ES Tax | $7,905 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOLENE GULLEY | IndividualWithBooksNm |
| Phone | 2102244491 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E PECAN STREET SUITE 1240 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM SCANLAN JR | ||||||||
| 112 E PECAN STREET SUITE 1240 | SAN ANTONIO | TX | 78205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN MCALLEN SCANLAN | ||||||||
| 112 E PECAN STREET SUITE 1240 | SAN ANTONIO | TX | 78205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,069,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,209,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,209,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,191,067 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185 | TotalTaxAmt |
| Distributable Before Adj | $59,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,368 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,686 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $415,686 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $291,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $508,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $426,840 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $879,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,387,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,686 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $356,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,743,717 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $291,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,451,918 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,463 | ExcessFromYear4Amt |
| Excess From Year3 | $508,112 | ExcessFromYear3Amt |
| Excess From Year2 | $426,840 | ExcessFromYear2Amt |
| Excess From Year1 | $879,185 | ExcessFromYear1Amt |
| Excess From Current Year | $356,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM SCANLAN JR | ContributingManagerNm |
| Contributing Manager | JOHN MCALLEN SCANLAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM SCANLAN JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E PECAN STREET SUITE 1240 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102244491 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH DESCRIPTION OF ACTIVITIES AND AMOUNT REQUESTED. PROOF OF TAX EXEMPT STATUS MUST BE INCLUDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES, BUT RECOMMEND BEFORE OCTOBER OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS, BUT PREFERENCES GIVEN FOR ENVIRONMENTAL AND EDUCATIONAL CONCERNS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARMY RESIDENCE COMMUNITY | |||||||
| 7400 CRESTWAY | SAN ANTONIO | TX | 78239 | NONE | PC | ARC CAPITAL CAMPAIGN | $17,000 |
| HEADWATERS AT INCARNATE WORD | |||||||
| 4503 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | GENERAL PROGRAM FUND | $20,000 |
| HEMISPHERE CONSERVANCY | |||||||
| PO BOX 1262 | SAN ANTONIO | TX | 782951262 | NONE | PC | CAPITAL CAMPAIGN FOR CIVIC PARK IN MEMORY OF CECIL C SCANLAN | $25,000 |
| KLRN | |||||||
| PO BOX 9 | SAN ANTONIO | TX | 78291 | NONE | PC | PBS NEWS HOUR | $19,968 |
| MAIN PLAZA CONSERVANCY | |||||||
| 111 SOLEDAD STREET SUITE 825 | SAN ANTONIO | TX | 78205 | NONE | PC | SAGA PROJECT | $100,000 |
| SAN ANTONIO FESTIVAL OF BOOKS | |||||||
| 1201 AVENUE B UNIT 1011 | SAN ANTONIO | TX | 78209 | NONE | PC | 2023 SAN ANTONIO FESTIVAL OF BOOKS | $25,000 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVENUE | SAN ANTONIO | TX | 78215 | NONE | PC | ACQUISITION OF SANTA BARRAZA'S "EMMA TENAYUCA RETABLO" 1991 ARTWORK | $2,000 |
| SAN ANTONIO REPORT | |||||||
| 126 GONZALES STREET | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $10,000 |
| ST EDWARD'S UNIVERSITY | |||||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | NONE | PC | WILD BASIN CREATIVE STUDENT RESEARCH CENTER | $30,000 |
| TEACH FOR AMERICASAN ANTONIO | |||||||
| 700 N ST MARYS STREET SUITE 200 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| UNIVERSITY OF INCARNATE WORD | |||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | ENDOWMENT FOR SCHOLARSHIP FOR UNDERGRADUATE HEALTH PROFESSIONS STUDENTS | $25,000 |
| WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | WHITE SHAMAN PRESERVE | $40,000 |
| UVALDE CISD MOVING FORWARD FOUNDATION | |||||||
| PO BOX 106 | UVALDE | TX | 788010106 | NONE | PC | CONSTRUCTION OF NEW ELEMENTARY SCHOOL IN UVALDE CISD | $25,000 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO | |||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 782293900 | NONE | PC | SUPPORT THE CHEEVER ENDOWMENT IN MEDICAL HUMANITIES AND ETHICS | $25,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2515 SPEEDWAY | AUSTIN | TX | 78712 | NONE | PC | ENDOWED GRADUATE FELLOWSHIP IN ART HISTORY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $413,968 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,357 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,183 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,183 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM SCANLAN JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E PECAN STREET SUITE 1240 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $333,968 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARGENT TRUST CO SECURITIES | $257,797 | $586,833 |
| ARGENT TRUST CO SECURITIES | $289,038 | $449,572 |
| ARGENT TRUST CO SECURITIES | $148,543 | $148,812 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK BASIS ADJUSTMENT | Desc |
| Amt | $31 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $336 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $168 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICROCHIP CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,801 | $5,801 | $0 |
| INVESTMENT AGENCY FEES | $1,175 | $1,175 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,500 | $0 | $0 |
| FOREIGN TAXES | $415 | $415 | $0 |