WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2019
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- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-04
- IRS object ID
- 202002489349100805
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-04T13:57:31-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 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 | 2019-01-01 | 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 | 2020-08-31 | 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 | 99.2.20.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-31 | IPDt |
| IP Tm | 13:58:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 05AB35EBFD84F86BDC9C190C038555596C73E3C3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,011,423 | 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 | $200,385 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $566,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,522 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $333,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,996 | 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 | $12,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,755 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $517 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,140 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $80 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,202,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,113,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,863,283 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,334,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,261,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,011,423 | 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 | $392,824 | RetainedEarningBOYAmt |
| Retained Earning EOY | $320,037 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,334,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,334,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,261,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,334,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,787 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,261,341 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ARGENT #0853 | 2018-01-01 | 2019-12-31 | $169,925 | $163,423 | $6,502 | $6,502 |
| PUBLICLY TRADED SECURITIES - ARGENT #0853 | 2012-01-01 | 2019-12-31 | $240,111 | $138,315 | $101,796 | $101,796 |
| PUBLICLY TRADED SECURITIES - ARGENT #0853 | 2015-12-17 | 2019-12-31 | $25,995 | $17,201 | $8,794 | $8,794 |
| PUBLICLY TRADED SECURITIES - ARGENT #0863 | 2018-01-01 | 2019-12-31 | $59,187 | $65,906 | -$6,719 | -$6,719 |
| PUBLICLY TRADED SECURITIES - ARGENT #0863 | 2018-01-01 | 2019-12-31 | $71,426 | $78,277 | -$6,851 | -$6,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,522 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $379,087 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,916,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.197820 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $389,105 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,790,662 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.217297 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $400,376 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,505,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.266007 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $510,393 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,430,188 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.356871 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $912,188 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,339,334 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.681076 | DistributionYr5Rt |
| Total Distribution | 1.719071 | TotalDistributionRt |
| Average Distribution | 0.343814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,850,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $636,295 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,148 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $637,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $371,703 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,295 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $6,233 | OverpaymentAmt |
| Applied To ES Tax | $6,233 | 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 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 |
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 | $1,741,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,878,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,878,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,850,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,295 | TotalTaxAmt |
| Distributable Before Adj | $90,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,703 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $371,703 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $371,703 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $846,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $443,254 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $327,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $302,896 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $291,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,212,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $371,703 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,463 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,493,948 | 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 | $846,554 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,647,394 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $443,254 | ExcessFromYear4Amt |
| Excess From Year3 | $327,982 | ExcessFromYear3Amt |
| Excess From Year2 | $302,896 | ExcessFromYear2Amt |
| Excess From Year1 | $291,799 | ExcessFromYear1Amt |
| Excess From Current Year | $281,463 | 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 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 |
|---|---|---|---|---|---|---|---|
| CHILDREN'S REHABILITATION INSTITUTE TELETON USA | |||||||
| 10839 QUARRY PARK | SAN ANTONIO | TX | 78233 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| DOCUMENTARY EDUCATIONAL RESOURCES | |||||||
| 108 WATER STREET 5A | WATERTOWN | MA | 02472 | NONE | PC | KEVIN BUBRISKI PROJECT - THE AMERICAN STREET | $30,000 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 9536 | SANTA FE | NM | 87504 | NONE | PC | CAROLA CLIFT SPECIAL PROJECT | $17,500 |
| HEADWATERS AT INCARNATE WORD | |||||||
| 4503 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | GENERAL PROGRAM FUND | $15,000 |
| HEMISFAIR CONSERVANCY | |||||||
| PO BOX 1262 | SAN ANTONIO | TX | 78295 | NONE | PC | CIVIC PARK TREE CAMPAIGN | $5,000 |
| 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 | $7,500 |
| PLANNED PARENTHOOD OF NEW MEXICO | |||||||
| 719 SAN MATEO NE | ALBUQUERQUE | NM | 87108 | NONE | PC | GENERAL PROGRAM FUND | $10,000 |
| SAN ANTONIO BOTANICAL GARDENS | |||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | GROW CAPITAL CAMPAIGN | $25,000 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | PC | MUSEUM BALL | $5,000 |
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | |||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | NONE | PC | SAN ANTONIO BOOK FAIR | $25,000 |
| SHUMLA ARCHAEOLOGICAL RESEARCH & EDUCATION CENTER | |||||||
| PO BOX 627 | COMSTOCK | TX | 78837 | NONE | PC | GENERAL PROGRAM FUND | $8,000 |
| 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 WITH MARK SHIELDS | $34,892 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO | |||||||
| 7703 FLOYD CURL DR | SAN ANTONIO | TX | 78229 | NONE | PC | CSL PROGRAM - FRONTERA DE SALUD | $17,500 |
| 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 | $365,360 | 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 | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,996 | 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 | MR 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 | $200,385 | 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 | $12,650 | Amt |
| Net Investment Income | $6,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - ARGENT TRUST #0853 | $428,050 | $1,060,550 |
| CORPORATE STOCK - ARGENT TRUST #0863 | $491,003 | $614,433 |
| CORPORATE STOCK - ARGENT TRUST #0873 | $194,148 | $188,300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18 | 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 | $9,231 | $9,231 | $0 | $0 |
| AGENCY FEES | $2,136 | $2,136 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $16,238 | $0 | $0 | $0 |
| FOREIGN TAXES | $517 | $517 | $0 | $0 |
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