WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349100736
- Schema version
- 2021v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T07:40:53-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742693129 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEKFORDGROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8620 N NEW BRAUNFELS STE 300 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SCANLAN JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY C FORD | PreparerPersonNm |
| PTIN | P00167109 | PTIN |
| Phone | 2103408351 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,186,811 | 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 | $236,468 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $387,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $900,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $387,882 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $649,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $412,623 | 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 | $5,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,997 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,477 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $611 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $521,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $521,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $540,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $524,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $396,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,389 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,389 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,043,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,084,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,058,422 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,104,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,212,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,186,811 | 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 | $163,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,223 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,104,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,104,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,212,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,104,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,212,686 | SubtotalAmt |
| Other Decreases | $159 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ARGENT TRUST #0853 | 2021-02-01 | 2021-12-31 | $51,925 | $54,590 | -$2,665 | -$2,665 |
| PUBLICLY TRADED SECURITIES ARGENT TRUST #0853 | 2020-02-01 | 2021-12-31 | $343,181 | $141,208 | $201,973 | $201,973 |
| PUBLICLY TRADED SECURITIES ARGENT TRUST #0863 | 2021-02-01 | 2021-12-31 | $66,066 | $63,527 | $2,539 | $2,539 |
| PUBLICLY TRADED SECURITIES ARGENT TRUST #0863 | 2020-02-01 | 2021-12-31 | $439,544 | $253,509 | $186,035 | $186,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,927 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,927 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,420 | OverpaymentAmt |
| Applied To ES Tax | $2,420 | 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 | $1,982,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,095,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,095,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,063,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,507 | TotalTaxAmt |
| Distributable Before Adj | $97,681 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,681 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $524,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $524,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $327,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $302,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $291,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,463 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $508,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,712,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $524,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $426,840 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,139,092 | 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 | $327,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,811,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $302,896 | ExcessFromYear4Amt |
| Excess From Year3 | $291,799 | ExcessFromYear3Amt |
| Excess From Year2 | $281,463 | ExcessFromYear2Amt |
| Excess From Year1 | $508,112 | ExcessFromYear1Amt |
| Excess From Current Year | $426,840 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAN ANTONIO REPORT | |||||||
| 126 GONZALES STREET | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $10,000 |
| CHILDREN'S REHABILITATION INSTITUTE TELETON USA | |||||||
| 10839 QUARRY PARK | SAN ANTONIO | TX | 78233 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| KLRN | |||||||
| PO BOX 9 | SAN ANTONIO | TX | 78291 | NONE | PC | PBS NEWS HOUR | $10,000 |
| MAIN PLAZA CONSERVANCY | |||||||
| 111 SOLEDAD STREET SUITE 825 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| SAN ANTONIO BOTANICAL GARDEN | |||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | GROW CAPITAL CAMPAIGN | $25,000 |
| SAN ANTONIO FOOD BANK | |||||||
| 5200 ENRIQUE BARRERA PARKWAY | SAN ANTONIO | TX | 78227 | NONE | PC | GENERAL PROGRAM FUND IN MEMORY OF CECIL C. SCANLAN | $10,000 |
| SAN ANTONIO BOOK FESTIVAL | |||||||
| 1201 AVENUE B-UNIT 1011 | SAN ANTONIO | TX | 78215 | NONE | PC | SAN ANTONIO BOOK FESTIVAL | $25,000 |
| ST EDWARD'S UNIVERSITY | |||||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | NONE | PC | WILD BASIN CREATIVE STUDENT RESEARCH | $25,000 |
| TEACH FOR AMERICASAN ANTONIO | |||||||
| 700 N ST MARYS STREET SUITE 200 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| TEXAS PUBLIC RADIO | |||||||
| 8401 DATAPOINT DRIVE SUITE 800 | SAN ANTONIO | TX | 78229 | NONE | PC | CAPITAL CAMPAIGN | $20,000 |
| TRINITY UNIVERSITY | |||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | NONE | PC | MAVERICK LECTURE SERIES | $200,000 |
| WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | ORALE! THE MAGICAL ART OF OAXACA | $30,000 |
| MISSION ROAD DEVELOPMENTAL CENTER | |||||||
| 8706 MISSION ROAD | SAN ANTONIO | TX | 78214 | NONE | PC | S.O.A.R. & MORE PROGRAM | $5,000 |
| UNIVERSITY OF INCARNATE WORD | |||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | ENDOWMENT FOR SCHOLARSHIP FOR UNDERGRADUATE HEALTH PROFESSIONS STUDENTS | $25,000 |
| HEMISPHERE CONSERVANCY | |||||||
| PO BOX 1262 | SAN ANTONIO | TX | 782951262 | NONE | PC | CAPITAL CAMPAIGN FOR CIVIC PARK IN MEMORY OF CECIL C SCANLAN | $25,000 |
| ARMY RESIDENCE COMMUNITY | |||||||
| 7400 CRESTWAY | SAN ANTONIO | TX | 78239 | NONE | PC | GENERAL PROGRAM FUND | $16,500 |
| DOCUMENTARY EDUCATIONAL RESOURCES | |||||||
| 108 WATER STREET 5A | WATERTOWN | MA | 02472 | NONE | PC | KEVIN BUBRISKI PROJECT-UYGHUR | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $521,500 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,737 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $387,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $412,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $412,623 | 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 | $236,468 | 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 | $5,995 | Amt |
| Net Investment Income | $2,998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,997 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARGENT TRUST CO SECURITIES | $627,899 | $1,331,471 |
| ARGENT TRUST CO SECURITIES | $262,091 | $511,795 |
| ARGENT TRUST CO SECURITIES | $194,148 | $215,156 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK BASIS ADJUSTMENT | Desc |
| Amt | $159 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK & WIRE TRANSFER CHARGES | $48 | $24 | $24 |
| INVESTMENT EXPENSES | $318 | $318 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $10,412 | $10,412 | $0 |
| INVESTMENT AGENCY FEES | $2,065 | $2,065 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $611 | Amt |
| Net Investment Income | $611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |