WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349104582
- Schema version
- 2022v5.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:22:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800309001 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBS of SA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14603 Huebner Rd Bldg 3 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
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 | Trustee | PersonTitleTxt |
| Phone | 2102244491 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William | PersonFirstNm |
| Person Last | Scanlan | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Margaret E Wallace | PreparerPersonNm |
| PTIN | P00022205 | PTIN |
| Phone | 2108845067 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,172,065 | 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 | $310,218 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $787,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,777 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $652,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,581 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,775 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,775 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $418 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $327 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $307 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $935,218 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $935,218 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $954,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $937,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$301,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,389 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,370 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,084,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $743,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,004,695 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,212,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $910,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,172,065 | 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 |
| Retained Earning BOY | $271,223 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$30,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,212,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $910,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,212,527 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $910,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,212,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$301,726 | ExcessRevenueOverExpensesAmt |
| Subtotal | $910,801 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $910,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| ACTN LLC 863 ST Covered Sales | P | 2021-07-28 | 2022-02-10 | $32,799 | $44,389 | -$11,590 |
| ACTN LLC 863 LT Covered Sales | P | 2020-04-29 | 2022-07-29 | $74,737 | $53,720 | $21,017 |
| ACTN LLC 873 LT Covered Sales | P | 2018-03-28 | 2022-06-15 | $41,470 | $45,605 | -$4,135 |
| ACTN LLC 853 ST Covered Sales | P | 2021-02-04 | 2022-01-31 | $146,026 | $149,061 | -$3,035 |
| ACTN LLC 853 LT COVERED SALES | P | 2017-04-06 | 2022-10-31 | $412,129 | $162,898 | $249,231 |
| ACTN LLC 853 LT NON-COVERED SALES | P | 2009-03-25 | 2022-08-12 | $80,547 | $7,437 | $73,110 |
| LT Capital Gains Distributions | P | 2021-12-01 | 2022-12-31 | $179 | $179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,777 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14,625 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,600 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $90 | OverpaymentAmt |
| Applied To ES Tax | $90 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,164,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,280,003 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,280,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,260,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,600 | TotalTaxAmt |
| Distributable Before Adj | $58,440 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,440 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,440 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $937,625 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $937,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,440 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $302,896 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $291,799 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $281,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $508,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $426,840 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,811,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $937,625 | QualifyingDistributionsAmt |
| Applied To Current Year | $58,440 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $879,185 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,690,295 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $302,896 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,387,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $291,799 | ExcessFromYear4Amt |
| Excess From Year3 | $281,463 | ExcessFromYear3Amt |
| Excess From Year2 | $508,112 | ExcessFromYear2Amt |
| Excess From Year1 | $426,840 | ExcessFromYear1Amt |
| Excess From Current Year | $879,185 | 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 | SubmissionDeadlinesTxt |
| Restrictions On Awards | No restrictions, but preferences given for environmental and educational concerns. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 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 |
| 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 | General Program Fund | $70,000 |
| San Antonio Botantical Garden | |||||||
| 555 Funston Place | San Antonio | TX | 78209 | None | PC | Grow Capital Campaign | $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 | $612,000 |
| University of Incarnate Word | |||||||
| 4301 Broadway | San Antonio | TX | 78209 | None | PC | Endowment Scholarship-Health Prof Students | $25,000 |
| Hemisphere Conservancy | |||||||
| PO Box 1262 | San Antonio | TX | 782951262 | None | PC | Capital Campaign for Civic Park | $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 BubriskiProject-UYGHUR | $13,000 |
| Archdiocese of San Antonio | |||||||
| 2718 W Woodlawn Ave | San Antonio | TX | 78228 | None | PC | Sacred Heart School Uvalde | $25,000 |
| Edinburg Dance Theatre | |||||||
| 2750 Hedfelt Drive | Edinburg | TX | 78539 | None | PC | Ballet Nepantia | $6,250 |
| Haven for Hope | |||||||
| One Haven for Hope Way | San Antonio | TX | 78207 | None | PC | Income & Development Program | $15,000 |
| Headwaters at Incarnate Word | |||||||
| 4503 Broadway | San Antonio | TX | 78209 | None | PC | General Program Fund | $20,000 |
| San Antonio Public Library | |||||||
| 600 Soledad | San Antonio | TX | 78205 | None | PC | 2022 Book Festival | $25,000 |
| San Fernando Cathedral | |||||||
| 115 W Main Plaza | San Antonio | TX | 78205 | None | PC | Unrestricted | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $935,218 | 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 | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,796 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $324,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $342,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,581 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 |
|---|---|---|---|---|---|---|
| William Scanlan Jr | ||||||
| 1 | 112 E Pecan Street Suite 1240 | San Antonio | TX | 78205 | $300,218 | Yes (X) |
| John McAllen Scanlan | ||||||
| 2 | 112 E Pecan Street Suite 1240 | San Antonio | TX | 78205 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Argent Trust Co Securities | $308,503 | $488,851 |
| Argent Trust Co Securities | $286,385 | $382,146 |
| Argent Trust Co Securities | $148,543 | $133,698 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Charges | $307 | $0 | $0 | $307 |
| Investment Expenses | $327 | $327 | $0 | $0 |
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 | $7,436 | $7,436 | $0 | $0 |
| Investment Agency Fees | $1,339 | $1,339 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise Taxes | $5,280 | $0 | $0 | $0 |
| Foreign Taxes | $418 | $418 | $0 | $0 |
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