WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202523079349101327
- Schema version
- 2024v5.2
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T11:23:27-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 101 SUNFLOWER LANE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-02 | 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 | 2025-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,402,131 | 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 | $220,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,886 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $262,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,092 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $338,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,988 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,062 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $562 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $330 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,968 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,968 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,248 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,987 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $17,579 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,556 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $695,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $680,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,307,588 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $821,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $775,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,402,131 | 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 | -$119,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$165,924 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $821,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $775,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $821,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $775,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $821,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $775,380 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $775,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10 SHS DR HORTON INC | 2023-04-03 | 2024-03-19 | $1,539 | $982 | $557 | $557 | |
| 5 SHS LABORATORY CORP OF AMER HLDGS | 2024-02-23 | 2024-03-19 | $1,041 | $1,092 | -$51 | -$51 | |
| 12 SHS LOCKHEED MARTIN CORP | 2023-04-03 | 2024-03-04 | $5,175 | $5,855 | -$680 | -$680 | |
| 5 SHS ORACLE CORP | 2024-02-13 | 2024-03-19 | $637 | $567 | $70 | $70 | |
| 30 SHS ROCKWELL AUTOMATION INC | 2023-05-18 | 2024-02-23 | $8,467 | $8,360 | $107 | $107 | |
| 55 SHS ZIMMER BIOMET HLDGS INC | 2024-03-19 | 2024-12-06 | $5,944 | $6,922 | -$978 | -$978 | |
| 15 SHS ABBOTT LABS | 2012-03-19 | 2024-03-19 | $1,709 | $434 | $1,275 | $1,275 | |
| 45 SHS ALPHABET INC CAP | 2021-06-28 | 2024-03-19 | $6,616 | $5,682 | $934 | $934 | |
| 20 SHS AMAZON INC | 2017-03-08 | 2024-03-19 | $3,508 | $850 | $2,658 | $2,658 | |
| 40 SHS APPLE INC | 2021-07-21 | 2024-03-19 | $7,009 | $5,808 | $1,201 | $1,201 | |
| 100 SHS BANK OF AMERICA CORP | 2021-02-16 | 2024-03-19 | $3,625 | $3,439 | $186 | $186 | |
| 2 SHS BLACKROCK INC | 2013-01-07 | 2024-03-19 | $1,597 | $432 | $1,165 | $1,165 | |
| 5 SHS BROADCOM INC | 2019-04-25 | 2024-03-19 | $6,130 | $1,553 | $4,577 | $4,577 | |
| 20 SHS CATERPILLAR INC | 2021-06-25 | 2024-03-19 | $7,044 | $4,424 | $2,620 | $2,620 | |
| 10 SHS CHENIERE ENERGY INC | 2021-11-19 | 2024-03-19 | $1,601 | $1,031 | $570 | $570 | |
| 5 SHS COSTCO WHOLESALE CORP | 2021-06-30 | 2024-03-19 | $3,658 | $1,981 | $1,677 | $1,677 | |
| 18 SHS DEERE & CO | 2021-02-04 | 2024-06-06 | $6,675 | $5,560 | $1,115 | $1,115 | |
| 4 SHS GOLDMAN SACHS GROUP INC | 2019-10-17 | 2024-03-19 | $1,939 | $1,030 | $909 | $909 | |
| 10 SHS HOME DEPOT INC | 2021-07-12 | 2024-03-19 | $3,771 | $3,212 | $559 | $559 | |
| 10 SHS IQVIA HOLDING INC | 2017-08-17 | 2024-03-19 | $2,525 | $925 | $1,600 | $1,600 | |
| 15 SHS MARSH & MCCLENNAN COS | 2021-01-01 | 2024-03-19 | $3,092 | $1,052 | $2,040 | $2,040 | |
| 5 SHS MCDONALDS CORP | 2021-03-24 | 2024-03-19 | $1,414 | $1,170 | $244 | $244 | |
| 10 SHS META PLATFORMS INC | 2014-12-05 | 2024-03-19 | $4,918 | $763 | $4,155 | $4,155 | |
| 40 SHS MICROCHIP TECHNOLOGY INC | 2021-07-14 | 2024-12-18 | $2,367 | $2,883 | -$516 | -$516 | |
| 10 SHS MICROSOFT CORP | 2012-01-05 | 2024-03-19 | $4,207 | $276 | $3,931 | $3,931 | |
| 10 SHS NORFOLK SOUTHERN CORP | 2021-07-12 | 2024-03-19 | $2,552 | $2,616 | -$64 | -$64 | |
| 25 SHS NVIDIA CORP | 2021-07-14 | 2024-02-05 | $17,217 | $4,948 | $12,269 | $12,269 | |
| 15 SHS NVIDIA CORP | 2021-07-14 | 2024-03-19 | $13,190 | $2,969 | $10,221 | $10,221 | |
| 100 SHS NVIDIA CORP | 2021-07-14 | 2024-06-28 | $12,606 | $1,979 | $10,627 | $10,627 | |
| 10 SHS NXP SEMICONDUCTORS NV | 2018-08-07 | 2024-03-19 | $2,358 | $962 | $1,396 | $1,396 | |
| 5 SHS PARKER HANNIFIN CORP | 2021-06-24 | 2024-03-19 | $2,685 | $1,492 | $1,193 | $1,193 | |
| 5 SHS PEPSICO INC | 2016-02-02 | 2024-03-19 | $854 | $492 | $362 | $362 | |
| 15 SHS PROCTER & GAMBLE CO | 2021-06-30 | 2024-03-19 | $2,419 | $2,024 | $395 | $395 | |
| 25 SHS RTX CORPORATION | 2021-06-28 | 2024-03-19 | $2,355 | $2,132 | $223 | $223 | |
| 5 SHS THERMO FISHER SCIENTIFIC INC | 2021-06-30 | 2024-03-19 | $2,903 | $2,523 | $380 | $380 | |
| 5 SHS UNITED PARCEL SERVICE | 2021-06-24 | 2024-03-19 | $762 | $1,031 | -$269 | -$269 | |
| 50 SHS UNITED PARCEL SERVICE | 2021-06-24 | 2024-10-23 | $6,549 | $10,315 | -$3,766 | -$3,766 | |
| 35 SHS WALMART INC | 2021-09-13 | 2024-03-19 | $2,123 | $935 | $1,188 | $1,188 | |
| 10 SHS WASTE MANAGEMENT INC | 2021-06-24 | 2024-03-19 | $2,113 | $1,389 | $724 | $724 | |
| 5 SHS ZOETIS INC | 2021-06-24 | 2024-03-19 | $857 | $929 | -$72 | -$72 | |
| 10 SHS CHENIERE ENERGY INC | 2005-06-15 | 2024-03-19 | $1,978 | $358 | $1,620 | $1,620 | |
| 70 SHS MICROCHIP TECHNOLOGY INC | 2009-04-30 | 2024-12-18 | $4,143 | $533 | $3,610 | $3,610 | |
| 20 SHS VISA INC | 2010-08-10 | 2024-03-19 | $5,705 | $374 | $5,331 | $5,331 | |
| 5 SHS AMGEN INC | 2021-01-01 | 2024-03-19 | $1,358 | $1,358 | $1,358 | ||
| 60 SHS HEXCEL CORP | 2023-09-11 | 2024-03-19 | $4,332 | $4,214 | $118 | $118 | |
| 28 SHS SNAP ON INC | 2021-01-01 | 2024-06-18 | $7,531 | $7,425 | $106 | $106 | |
| 50 SHS AKAMAI TECHNOLOGIES INC | 2018-04-11 | 2024-06-06 | $4,513 | $3,586 | $927 | $927 | |
| 55 SHS AKAMAI TECHNOLOGIES INC | 2018-04-11 | 2024-11-26 | $5,106 | $3,944 | $1,162 | $1,162 | |
| 13 SHS CDW CORP | 2018-05-03 | 2024-09-11 | $2,775 | $981 | $1,794 | $1,794 | |
| 24 SHS CHARLES RIVER LABORATORIES INTL | 2018-03-22 | 2024-08-13 | $4,810 | $2,605 | $2,205 | $2,205 | |
| 36 SHS CHARLES RIVER LABORATORIES INTL | 2018-03-22 | 2024-11-29 | $7,169 | $3,907 | $3,262 | $3,262 | |
| 22 SHS CHART INDUSTRIES INC | 2022-07-18 | 2024-09-11 | $2,353 | $3,263 | -$910 | -$910 | |
| 15 SHS GALLAGHER ARTHUR J & CO | 2018-04-02 | 2024-01-03 | $3,378 | $999 | $2,379 | $2,379 | |
| 70 SHS GXO LOGISTICS INC | 2023-06-06 | 2024-06-11 | $3,489 | $4,343 | -$854 | -$854 | |
| 90 SHS HEXCEL CORP | 2023-02-02 | 2024-03-19 | $6,498 | $6,331 | $167 | $167 | |
| 25 SHS HUNTINGTON INGALLS INDS | 2022-04-12 | 2024-06-18 | $6,082 | $5,247 | $835 | $835 | |
| 26 SHS KEYSIGHT TECHNOLOGIES INC | 2018-04-02 | 2024-09-11 | $3,808 | $1,326 | $2,482 | $2,482 | |
| .16 SH NEXTRACKER INC | 2022-11-14 | 2024-01-08 | $7 | $5 | $2 | $2 | |
| 73 SHS NEXTRACKER INC | 2022-11-14 | 2024-09-16 | $2,743 | $2,286 | $457 | $457 | |
| 31 SHS ONTO INNOVATION INC | 2022-01-19 | 2024-11-29 | $5,153 | $2,880 | $2,273 | $2,273 | |
| 105 SHS PALANTIR TECHNOLOGIES INC | 2023-05-18 | 2024-11-08 | $6,053 | $1,241 | $4,812 | $4,812 | |
| 30 SHS TELEFLEX INC | 2021-01-01 | 2024-11-29 | $5,756 | $7,542 | -$1,786 | -$1,786 | |
| CAPITAL GAINS DIVIDENDS | $10 | $10 | $10 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,092 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,905 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,905 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,414 | OverpaymentAmt |
| Applied To ES Tax | $6,414 | 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 | $1,270,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,397,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,397,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,376,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,491 | TotalTaxAmt |
| Distributable Before Adj | $67,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $281,463 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $508,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $426,840 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $879,185 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $356,318 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,451,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $303,647 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,755,565 | 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 | $281,463 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,474,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $508,112 | ExcessFromYear4Amt |
| Excess From Year3 | $426,840 | ExcessFromYear3Amt |
| Excess From Year2 | $879,185 | ExcessFromYear2Amt |
| Excess From Year1 | $356,318 | ExcessFromYear1Amt |
| Excess From Current Year | $303,647 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 INC | |||||||
| 1201 AVENUE B UNIT 1011 | SAN ANTONIO | TX | 78215 | NONE | PC | 2024 SAN ANTONIO FESTIVAL OF BOOKS | $25,000 |
| ST EDWARD'S UNIVERSITY | |||||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | NONE | PC | WILD BASIN CREATIVE STUDENT RESEARCH CENTER | $30,000 |
| UNIVERSITY OF INCARNATE WORD | |||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | ENDOWMENT FOR SCHOLARSHIP FOR UNDERGRADUATE HEALTH PROFESSIONS STUDENTS | $25,000 |
| SAN ANTONIO BOTANICAL GARDEN | |||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 782090569 | NONE | PC | SPLENDOR IN THE GARDEN | $25,000 |
| THE RIO GRANDE SCHOOL | |||||||
| PO BOX 6025 | SANTA FE | NM | 87502 | NONE | PC | BUILDING IMPROVEMENTS AND TUITION ASSISTANCE PROGRAM | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $369,968 | 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 | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,092 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $118,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,988 | 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 | $220,000 | 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 | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ARGENT TRUST CO SECURITIES | StockNm |
| EOY Book Value | $680,814 | EOYBookValueAmt |
| EOYFMV | $1,307,588 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $17,579 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $17,556 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $315 | $315 | $0 |
| BANK CHARGES | $30 | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,481 | $8,481 | $0 |
| INVESTMENT AGENCY FEES | $1,378 | $1,378 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,500 | $0 | $0 |
| FOREIGN TAXES | $562 | $562 | $0 |