WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349103850
- Schema version
- 2017v2.3
- 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 | 2018-11-15T14:30:52-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE SUITE 1400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 3000 | 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 | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET WALLACE | PreparerPersonNm |
| PTIN | P00022205 | PTIN |
| Phone | 2107371042 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.129.109.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 15:22:59 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C64610ABE23AD5845076C6771D0CCBF5592AB213 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92114F6D1BAF6C88593C881D35D4FD072570A699 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,927,172 | 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 | $277,478 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $481,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,281 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $455,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,381 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,236 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $388,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $388,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,183 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,719 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,719 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,646 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,597 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,646 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,646 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $919,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $975,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,866,807 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $982,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,035,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,927,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $41,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $94,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $982,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,035,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $982,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,035,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $982,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,036,770 | SubtotalAmt |
| Other Decreases | $1,332 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,035,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| THE TRUST COMPANY ST COVERED | P | 2017-01-01 | 2017-12-31 | $127,917 | $125,869 | $2,048 | $2,048 |
| 90 SHS AKAMAI TECHNOLOGIES | D | 2016-12-29 | 2017-03-28 | $5,694 | $5,447 | $247 | $247 |
| 7 SHS ALPHABET INC | P | 2013-08-29 | 2017-12-13 | $7,355 | $3,005 | $4,350 | $4,350 |
| 760 SHS AO SMITH CORP | D | 2016-12-29 | 2017-04-06 | $37,923 | $8,413 | $29,510 | $29,510 |
| .41 SHS DOWDUPONT INC | P | 2011-03-28 | 2017-09-19 | $27 | $16 | $11 | $11 |
| 100 SHS DOWDUPONT INC | P | 2011-03-28 | 2017-12-13 | $7,055 | $4,017 | $3,038 | $3,038 |
| 60 SHS DR PEPPER SNAPPLE GROUP | D | 2016-12-29 | 2017-03-27 | $5,831 | $2,898 | $2,933 | $2,933 |
| 200 SHS ECOLAB INC | P | 2016-01-01 | 2017-02-24 | $24,950 | $15,298 | $9,652 | $9,652 |
| 130 SHS GALLAGHER ARTHUR J & CO | D | 2016-12-29 | 2017-04-06 | $7,314 | $4,340 | $2,974 | $2,974 |
| 55 SHS HARRIS CORPORATION | D | 2016-12-29 | 2017-03-28 | $6,152 | $4,323 | $1,829 | $1,829 |
| 155 SHS HD SUPPLY HLDGS INC | D | 2016-12-29 | 2017-03-28 | $6,270 | $3,534 | $2,736 | $2,736 |
| 100 SHS HEXCEL | D | 2016-12-29 | 2017-04-06 | $5,421 | $4,244 | $1,177 | $1,177 |
| 50 SHS INTERNATIONAL FLAVORS & FRAGRANCES | D | 2016-12-29 | 2017-04-06 | $6,658 | $5,805 | $853 | $853 |
| 165 SHS MASCO CORPORATION | D | 2016-12-29 | 2017-04-06 | $5,588 | $4,019 | $1,569 | $1,569 |
| 145 SHS NVIDIA CORP | D | 2016-12-29 | 2017-10-31 | $29,971 | $2,742 | $27,229 | $27,229 |
| 85 SHS PACKAGING CORP OF AMERICA | D | 2016-12-29 | 2017-03-28 | $7,753 | $4,836 | $2,917 | $2,917 |
| 430 SHS QUALCOMM INC | P | 2016-01-01 | 2017-08-28 | $22,179 | $29,030 | -$6,851 | -$6,851 |
| 90 SHS SCHLUMBERGER LTD | P | 2016-04-25 | 2017-07-17 | $6,057 | $7,070 | -$1,013 | -$1,013 |
| 270 SHS SEALED AIR CORP | D | 2016-12-29 | 2017-04-06 | $11,653 | $4,539 | $7,114 | $7,114 |
| 225 SHS SKECHERS USA INC | D | 2016-12-29 | 2017-03-27 | $6,508 | $4,350 | $2,158 | $2,158 |
| 70 SHS TELEFLEX INC | D | 2016-12-29 | 2017-04-06 | $13,594 | $4,067 | $9,527 | $9,527 |
| 125 SHS UNITED HEALTH GROUP | P | 2015-09-11 | 2017-02-27 | $20,509 | $14,603 | $5,906 | $5,906 |
| 65 SHS UNIVERSAL HLTH SVCS INC CL B | D | 2016-12-29 | 2017-03-27 | $8,216 | $2,977 | $5,239 | $5,239 |
| 100 SHS VALSPAR CORP | D | 2016-12-29 | 2017-04-06 | $11,106 | $4,793 | $6,313 | $6,313 |
| 45 SHS 3M COMPANY | P | 2010-07-07 | 2017-12-13 | $10,756 | $3,598 | $7,158 | $7,158 |
| 165 SHS BORGWARNER INC | D | 2016-12-29 | 2017-03-28 | $6,898 | $5,780 | $1,118 | $1,118 |
| 75 SHS FOOT LOCKER INC | D | 2016-12-29 | 2017-03-27 | $5,461 | $4,082 | $1,379 | $1,379 |
| 55 SHS GENUINE PARTS CO | D | 2016-12-29 | 2017-03-27 | $5,094 | $2,887 | $2,207 | $2,207 |
| 70 SHS KIMBERLY CLARK CORP | P | 2009-04-30 | 2017-09-13 | $8,394 | $8,415 | -$21 | -$21 |
| 216 SHS MARATHON OIL CORP | P | 2009-04-30 | 2017-03-27 | $3,149 | $3,164 | -$15 | -$15 |
| 300 SHS SCHLUMBERGER LTD | P | 2016-01-01 | 2017-07-17 | $20,190 | $16,819 | $3,371 | $3,371 |
| 65 SHS SNAP-ON INC | D | 2016-12-29 | 2017-03-28 | $10,915 | $3,901 | $7,014 | $7,014 |
| 400 SHS TEXTRON INC | P | 2009-04-20 | 2017-03-28 | $18,840 | $15,236 | $3,604 | $3,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,281 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $400,376 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,505,136 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.266007 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $510,393 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,430,188 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.356871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $912,188 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,339,334 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.681076 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $920,711 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,177,611 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.781846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,137,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,159,418 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.980664 | DistributionYr5Rt |
| Total Distribution | 3.066464 | TotalDistributionRt |
| Average Distribution | 0.613293 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,790,662 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,098,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,662 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,099,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $389,105 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,324 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,324 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,350 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,230 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $900 | OverpaymentAmt |
| Applied To ES Tax | $900 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM SCANLAN JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102244491 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E PECAN STREET SUITE 3000 | 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 |
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 3000 | SAN ANTONIO | TX | 78205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN MCALLEN SCANLAN | ||||||||
| 112 E PECAN STREET SUITE 3000 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,746,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,599 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,817,931 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,817,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,790,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,324 | TotalTaxAmt |
| Distributable Before Adj | $86,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,209 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $389,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $389,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,082,445 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $862,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $846,554 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $443,254 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $327,982 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,563,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $302,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,865,913 | 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 | $1,082,445 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,783,468 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $862,782 | ExcessFromYear4Amt |
| Excess From Year3 | $846,554 | ExcessFromYear3Amt |
| Excess From Year2 | $443,254 | ExcessFromYear2Amt |
| Excess From Year1 | $327,982 | ExcessFromYear1Amt |
| Excess From Current Year | $302,896 | 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 3000 | 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 FOR ENVIRONMENTAL AND EDUCATIONAL CONCERNS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF NEW MEXICO | |||||||
| PO BOX 566 | ALBUQUERQUE | NM | 87103 | NONE | PC | GENERAL PROGRAM FUND | $20,000 |
| ACLU FOUNDATION OF TEXAS | |||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | NONE | PC | GENERAL PROGRAM FUND | $20,000 |
| ALAMO COLLEGES FOUNDATION | |||||||
| 201 W SHERIDAN SUITE C-3 | SAN ANTONIO | TX | 78204 | NONE | PC | SUPPORT OF THE CHALLENGER LEARNING CENTER | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PROGRAM FUND | $500 |
| DOCUMENTARY EDUCATIONAL RESOURCES | |||||||
| 108 WATER STREET 5A | WATERTOWN | MA | 02472 | NONE | PC | THE UNDERWRITING OF KEVIN BUBRISKI'S SYRIA PHOTOGRAPHY BOOK | $5,000 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 7168 COLUMBIA GATEWAY DR STE 100 | COLUMBIA | MD | 21046 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| HEMISFAIR CONSERVANCY | |||||||
| PO BOX 1262 | SAN ANTONIO | TX | 78295 | NONE | PC | GENERAL PROGRAM FUND | $10,000 |
| KLRN | |||||||
| PO BOX 9 | SAN ANTONIO | TX | 78291 | NONE | PC | PBS NEWS HOUR | $19,968 |
| SAN ANTONIO BOTANICAL SOCIETY | |||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | GROW CAPITAL CAMPAIGN | $1,000 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | PC | CIRCA 1718 MEXICAN ART EXHIBIT | $34,000 |
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | |||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | NONE | PC | SAN ANTONIO BOOK FESTIVAL | $25,000 |
| SANTA FE LITTLE THEATER | |||||||
| 142 EAST DEVARGAS STREET | SANTA FE | NM | 87501 | NONE | PC | SANTA FE PLAYHOUSE ASSISTED LISTENING SYSTEM | $17,997 |
| SHEPHERD OF THE HILLS LUTHERAN CHURCH | |||||||
| 6914 WURZBACH RD | SAN ANTONIO | TX | 78240 | NONE | PC | ZOE ZAVALA CHARITABLE FUND - SUTHERLAND SPRINGS | $500 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PC | THE MBA STUDY ABROAD SCHOLARSHIP | $5,000 |
| ST PHILLIPS EPISCOPAL CHURCH | |||||||
| 343 N GETTY STREET | UVALDE | TX | 78801 | NONE | PC | MEMORIAL FUND | $2,000 |
| TEACH FOR AMERICA SAN ANTONIO | |||||||
| 700 N SAINT MARYS ST SUITE 200 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| THE WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | JOSE ARPA: SPANISH PAINTER IN TEXAS | $25,000 |
| TRINITY UNIVERSITY | |||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | NONE | PC | GENERAL PROGRAM FUND | $35,178 |
| UNIVERSITY OF INCARNATE WORD SCHOOL OF NURSING | |||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | IN MEMORY OF MARGARET "MARKY" PONTIUS | $5,000 |
| UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | NONE | PC | "THE LAST CADET" - SEWANEE MILITARY ACADEMY STATUE PROJECT | $2,000 |
| UNIVERSITY OF VIRGINA SCHOOL OF ARTS & SCIENCES | |||||||
| PO BOX 5527 | CHARLOTTESVILLE | VA | 22905 | NONE | PC | JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $388,143 | 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 | $314 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,281 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,401 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MR JOHN M SCANLAN | ||||||
| 1 | 219 E MARCY STREET | SANTA FE | NM | 87501 | $5,989 | Yes (X) |
| MR WILLIAM SCANLAN JR | ||||||
| 2 | 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 | $271,489 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - THE TRUST COMPANY | StockNm |
| EOY Book Value | $975,073 | EOYBookValueAmt |
| EOYFMV | $1,866,807 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD BASIS ADJUSTMENT | Desc |
| Amt | $1,332 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,781 | $8,781 | $0 | $0 |
| AGENCY FEES | $1,455 | $1,455 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,346 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |