WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349102197
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:32:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | 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 | 98.158.242.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 11:02:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DC7375BA5C1842EEE914E14AB5BC24E944977FA3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,698,914 | 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 | $246,026 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,669 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,669 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,209 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,412,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $444,679 | 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 |
| Legal Fees Rev And Expnss | $106 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $53 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $53 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,894 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,631 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,805 | 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 | $19,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,702 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $377,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $377,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $302,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $426,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,671 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $80 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,646 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $80 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $80 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $975,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,202,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,567,163 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,035,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,334,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,698,914 | 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 | $94,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $392,824 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,035,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,035,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,334,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,035,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $302,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,338,076 | SubtotalAmt |
| Other Decreases | $3,948 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (128 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 165 ALBEMARLE CORP | P | 2017-07-18 | 2018-02-22 | $18,878 | $19,415 | -$537 | -$537 |
| 15 SHS AMAZON COM INC | P | 2017-04-06 | 2018-03-09 | $23,597 | $13,454 | $10,143 | $10,143 |
| 125 SHS APPLE INC | P | 2017-03-28 | 2018-03-09 | $22,442 | $18,001 | $4,441 | $4,441 |
| 45 SHS BIOGEN INC | P | 2018-07-26 | 2018-12-21 | $13,147 | $15,337 | -$2,190 | -$2,190 |
| 25 SHS BLACKROCK INC | P | 2017-03-27 | 2018-03-09 | $14,393 | $9,360 | $5,033 | $5,033 |
| 330 SHS COMCAST CORP CLASS A | P | 2017-03-28 | 2018-03-09 | $12,165 | $12,278 | -$113 | -$113 |
| 85 SHS CONSTELLATION BRANDS INC | P | 2018-11-15 | 2018-12-21 | $14,165 | $16,747 | -$2,582 | -$2,582 |
| 60 SHS COSTCO WHOLESALE CORP | P | 2017-09-13 | 2018-03-09 | $11,259 | $9,807 | $1,452 | $1,452 |
| 25 SHS COSTCO WHOLESALE CORP | P | 2017-09-13 | 2018-04-18 | $4,924 | $4,086 | $838 | $838 |
| 15 SHS EXXON MOBIL CORP | P | 2017-04-06 | 2018-03-09 | $1,113 | $1,244 | -$131 | -$131 |
| 108125.98 SHS FEDERATED GOVERNMENT OBLIGATIONS FD PREM | P | 2018-12-03 | 2018-12-03 | $108,126 | $108,126 | $0 | $0 |
| 35 SHS GENERAL DYNAMICS CORP | P | 2018-02-12 | 2018-03-09 | $8,017 | $7,406 | $611 | $611 |
| 90 SHS GENERAL DYNAMICS CORP | P | 2018-02-12 | 2018-11-15 | $16,186 | $19,044 | -$2,858 | -$2,858 |
| 100 SHS HALLIBURTON CO | P | 2017-11-08 | 2018-03-09 | $4,701 | $4,540 | $161 | $161 |
| 320 SHS HALLIBURTON CO | P | 2017-11-08 | 2018-09-04 | $12,720 | $14,527 | -$1,807 | -$1,807 |
| 115 SHS JOHNSON & JOHNSON | P | 2018-11-15 | 2018-12-21 | $14,899 | $16,525 | -$1,626 | -$1,626 |
| 80 SHS NVIDIA CORP | P | 2017-04-06 | 2018-01-31 | $19,772 | $8,050 | $11,722 | $11,722 |
| 55 SHS NVIDIA CORP | P | 2017-04-06 | 2018-03-09 | $13,417 | $5,535 | $7,882 | $7,882 |
| 110 SHS WALMART INC | P | 2017-09-13 | 2018-03-09 | $9,706 | $8,811 | $895 | $895 |
| 115 SHS WASTE MANAGEMENT INC | P | 2017-05-11 | 2018-03-09 | $9,968 | $8,350 | $1,618 | $1,618 |
| 250 SHS ABBOTT LABS | P | 2018-03-09 | $15,878 | $10,933 | $4,945 | $4,945 | |
| 90 SHS ABBOTT LABS | P | 2018-09-28 | $6,583 | $3,065 | $3,518 | $3,518 | |
| 4.4 SHS ADVANSIX INC COM | P | 2015-12-17 | 2018-03-09 | $191 | $60 | $131 | $131 |
| 50 SHS ALLERGAN PLC SHS | P | 2014-05-09 | 2018-03-09 | $7,832 | $9,797 | -$1,965 | -$1,965 |
| 100 SHS ALLERGAN PLC SHS | P | 2018-12-21 | $13,453 | $16,736 | -$3,283 | -$3,283 | |
| 15 SHS ALPHABET INC CAP STK CL A | P | 2013-08-29 | 2018-03-09 | $17,309 | $6,439 | $10,870 | $10,870 |
| 5 SHS AMAZON COM INC | P | 2017-04-06 | 2018-09-28 | $10,024 | $4,485 | $5,539 | $5,539 |
| 110 SHS AMGEN INC | P | 2018-03-09 | $20,768 | $6,868 | $13,900 | $13,900 | |
| 75 SHS AUTOMATIC DATA PROCESSING INC | P | 2016-11-09 | 2018-03-09 | $8,875 | $6,805 | $2,070 | $2,070 |
| 60 SHS AUTOMATIC DATA PROCESSING INC | P | 2016-11-09 | 2018-09-28 | $9,017 | $5,444 | $3,573 | $3,573 |
| 185 SHS BAXTER INTERNATIONAL INC | P | 2016-08-03 | 2018-03-09 | $12,722 | $8,946 | $3,776 | $3,776 |
| 45 SHS BAXTER INTERNATIONAL INC | P | 2016-08-03 | 2018-04-18 | $3,026 | $2,176 | $850 | $850 |
| 5 SHS BLACKROCK INC | P | 2013-01-07 | 2018-03-09 | $2,879 | $1,080 | $1,799 | $1,799 |
| 50 SHS CELGENE CORP | P | 2015-02-26 | 2018-03-09 | $4,601 | $6,170 | -$1,569 | -$1,569 |
| 220 SHS CELGENE CORP | P | 2018-07-09 | $18,377 | $24,663 | -$6,286 | -$6,286 | |
| 275 SHS CHARLES SCHWAB CORP | P | 2016-11-15 | 2018-03-09 | $15,823 | $10,009 | $5,814 | $5,814 |
| 70 SHS CHEVRON CORP | P | 2013-04-12 | 2018-03-09 | $8,197 | $8,401 | -$204 | -$204 |
| 180 SHS CHEVRON CORP | P | 2018-12-21 | $19,074 | $20,006 | -$932 | -$932 | |
| 167 SHS DOWDUPONT INC | P | 2011-03-28 | 2018-03-09 | $11,990 | $6,709 | $5,281 | $5,281 |
| 150 SHS FACEBOOK INC CLASS A | P | 2015-05-06 | 2018-03-09 | $27,724 | $11,676 | $16,048 | $16,048 |
| 30 SHS FACEBOOK INC CLASS A | P | 2018-04-18 | 2015-05-06 | $4,999 | $2,335 | $2,664 | $2,664 |
| 115 SHS FIDELITY NATIONAL INFORMATION SERVICES I | P | 2018-03-09 | 2013-10-21 | $11,549 | $5,478 | $6,071 | $6,071 |
| 70 SHS FIDELITY NATIONAL INFORMATION SERVICES I | P | 2018-09-28 | $7,635 | $3,165 | $4,470 | $4,470 | |
| 2 SHS GARRETT MOTION INC | P | 2015-12-18 | 2018-11-27 | $24 | $21 | $3 | $3 |
| 250 SHS GILEAD SCIENCES INC | P | 2018-03-09 | $20,171 | $19,409 | $762 | $762 | |
| 95 SHS HOME DEPOT INC | D | 2015-12-17 | 2018-03-09 | $17,188 | $2,327 | $14,861 | $14,861 |
| 85 SHS HONEYWELL INTERNATIONAL INC | D | 2015-12-18 | 2018-03-09 | $13,077 | $3,221 | $9,856 | $9,856 |
| 25 SHS HONEYWELL INTERNATIONAL INC | D | 2015-12-17 | 2018-04-18 | $3,734 | $947 | $2,787 | $2,787 |
| 265 SHS INTEL CORP | P | 2013-04-18 | 2018-03-09 | $13,748 | $5,918 | $7,830 | $7,830 |
| 35 SHS LOCKHEED MARTIN CORP | P | 2016-04-12 | 2018-03-09 | $11,901 | $7,916 | $3,985 | $3,985 |
| 15 SHS LOCKHEED MARTIN CORP | P | 2018-09-28 | $5,186 | $3,243 | $1,943 | $1,943 | |
| 140 SHS MARSH & MCLENNAN COS INC | P | 2014-01-28 | 2018-03-09 | $11,992 | $6,448 | $5,544 | $5,544 |
| 40 SHS MARTIN MARIETTA MATERIALS INC | P | 2016-03-24 | 2018-03-09 | $8,374 | $6,076 | $2,298 | $2,298 |
| 405 SHS MERCK & CO INC | P | 2018-02-22 | $22,168 | $23,314 | -$1,146 | -$1,146 | |
| 370 SHS MICROCHIP TECHNOLOGY INC | P | 2018-02-26 | $31,652 | $18,476 | $13,176 | $13,176 | |
| 500 SHS MICROSOFT CORP | P | 2018-03-09 | $48,055 | $13,806 | $34,249 | $34,249 | |
| 60 SHS MICROSOFT CORP | P | 2012-01-05 | 2018-04-18 | $5,790 | $1,655 | $4,135 | $4,135 |
| 60 SHS NASDAQ INC COM | P | 2016-04-27 | 2018-03-09 | $5,180 | $3,849 | $1,331 | $1,331 |
| 35 SHS NORTHROP GRUMMAN CORP | P | 2016-04-12 | 2018-03-09 | $12,206 | $7,015 | $5,191 | $5,191 |
| 20 SHS NORTHROP GRUMMAN CORP | P | 2018-09-28 | $6,339 | $3,722 | $2,617 | $2,617 | |
| 35 SHS NVIDIA CORP | D | 2016-12-29 | 2018-01-31 | $8,650 | $662 | $7,988 | $7,988 |
| 525 SHS PAYCHEX INC | P | 2018-03-08 | $34,396 | $27,282 | $7,114 | $7,114 | |
| 110 SHS PEPSICO INC | P | 2018-03-09 | $12,325 | $11,076 | $1,249 | $1,249 | |
| 85 SHS RAYTHEON CO | P | 2017-11-06 | 2018-03-09 | $18,236 | $8,928 | $9,308 | $9,308 |
| 25 SHS RAYTHEON CO | P | 2018-04-18 | $5,686 | $2,581 | $3,105 | $3,105 | |
| 0.666 SHS RESIDEO TECHNOLOGIES INC | P | 2015-12-17 | 2018-11-13 | $15 | $12 | $3 | $3 |
| 2.667 SHS RESIDEO TECHNOLOGIES INC | P | 2015-12-17 | 2018-11-27 | $52 | $49 | $3 | $3 |
| 150 SHS SUNTRUST BANKS INC | P | 2017-01-24 | 2018-03-09 | $10,894 | $8,495 | $2,399 | $2,399 |
| 295 SHS SUNTRUST BANKS INC | P | 2017-01-24 | 2018-12-21 | $14,425 | $16,708 | -$2,283 | -$2,283 |
| 75 SHS THERMO FISHER SCIENTIFIC INC | P | 2013-02-05 | 2018-03-09 | $16,257 | $5,521 | $10,736 | $10,736 |
| 20 SHS THERMO FISHER SCIENTIFIC INC | P | 2012-11-21 | 2018-04-18 | $4,407 | $1,226 | $3,181 | $3,181 |
| 125 SHS UNITED TECHNOLOGIES CORP | P | 2018-03-09 | $16,647 | $12,687 | $3,960 | $3,960 | |
| 35 SHS UNITED TECHNOLOGIES CORP | P | 2018-09-28 | $4,890 | $3,157 | $1,733 | $1,733 | |
| 150 SHS VISA INC CLASS A SHARES | D | 2015-12-17 | 2018-03-09 | $18,645 | $2,808 | $15,837 | $15,837 |
| 30 SHS VISA INC CLASS A SHARES | D | 2015-12-17 | 2018-04-18 | $3,740 | $562 | $3,178 | $3,178 |
| 55 SHS WALT DISNEY COMPANY | D | 2015-12-17 | 2018-03-09 | $5,734 | $2,575 | $3,159 | $3,159 |
| 65 SHS 3M CO | P | 2010-07-07 | 2018-03-09 | $15,604 | $5,197 | $10,407 | $10,407 |
| 5.6 SHS ADVANSIX INC COM | P | 2005-06-15 | 2018-03-09 | $243 | $28 | $215 | $215 |
| 15 SHS AMGEN INC | P | 2001-01-01 | 2018-03-09 | $2,832 | $2,832 | $2,832 | |
| 30 SHS AMGEN INC | P | 2001-01-01 | 2018-04-18 | $5,260 | $5,260 | $5,260 | |
| 315 SHS EXXON MOBIL CORP | P | 2001-01-01 | 2018-03-09 | $23,366 | $662 | $22,704 | $22,704 |
| 14 SHS GARRETT MOTION INC | P | 2005-08-15 | 2018-11-27 | $165 | $55 | $110 | $110 |
| 6 SHS HOME DEPOT INC | P | 2009-03-25 | 2018-03-09 | $905 | $119 | $786 | $786 |
| 20 SHS HOME DEPOT INC | P | 2009-03-25 | 2018-04-18 | $3,599 | $474 | $3,125 | $3,125 |
| 85 SHS INTEL CORP | P | 2010-02-08 | 2018-03-09 | $4,410 | $1,677 | $2,733 | $2,733 |
| 115 SHS INTEL CORP | P | 2010-02-08 | 2018-04-18 | $6,213 | $2,269 | $3,944 | $3,944 |
| 110 SHS MICROCHIP TECHNOLOGY INC | P | 2009-04-30 | 2018-02-26 | $9,410 | $1,821 | $7,589 | $7,589 |
| 125 SHS MICROCHIP TECHNOLOGY INC | P | 2009-04-30 | 2018-03-09 | $12,304 | $2,069 | $10,235 | $10,235 |
| 400 SHS NIKE INC | P | 2008-10-14 | 2018-03-09 | $26,523 | $5,899 | $20,624 | $20,624 |
| 110 SHS NIKE INC | P | 2008-10-14 | 2018-04-18 | $7,297 | $1,622 | $5,675 | $5,675 |
| 215 SHS NIKE INC | P | 2018-07-31 | $16,602 | $3,167 | $13,435 | $13,435 | |
| 233.333 SHS RESIDEO TECHNOLOGIES INC | P | 2005-06-15 | 2018-11-27 | $453 | $156 | $297 | $297 |
| 185 SHS STARBUCKS CORP | P | 2010-04-06 | 2018-03-09 | $10,778 | $2,265 | $8,513 | $8,513 |
| 355 SHS STARBUCKS CORP | P | 2010-04-06 | 2018-07-09 | $17,627 | $4,346 | $13,281 | $13,281 |
| 50 SHS AFFILIATED MANAGERS GROUP INC COM | P | 2018-03-20 | 2018-09-10 | $7,157 | $9,459 | -$2,302 | -$2,302 |
| 65 SHS AIR LEASE CORP CLASS A | P | 2018-03-22 | 2018-09-28 | $2,991 | $2,818 | $173 | $173 |
| 110 SHS ALBEMARLE CORP | P | 2018-03-20 | 2018-04-25 | $10,505 | $10,571 | -$66 | -$66 |
| 190 SHS BANK OZK COM | P | 2018-03-27 | 2018-08-20 | $7,734 | $8,985 | -$1,251 | -$1,251 |
| 270 SHS BORGWARNER INC | P | 2018-03-20 | 2018-10-22 | $9,898 | $13,559 | -$3,661 | -$3,661 |
| 85 SHS CORE LABORATORIES NV | P | 2018-03-22 | 2018-09-14 | $9,290 | $9,126 | $164 | $164 |
| 115 SHS EAGLE MATERIALS INC | P | 2018-03-27 | 2018-05-17 | $12,227 | $11,975 | $252 | $252 |
| 67.65 SHS FEDERATED GOVERNMENT OBLIGATIONS FD PREM | P | 2018-12-03 | 2018-12-28 | $68 | $68 | $0 | $0 |
| 125 SHS FORTUNE BRANDS HOME & SEC INC | P | 2018-03-20 | 2018-05-03 | $6,797 | $7,616 | -$819 | -$819 |
| 35 SHS GALLAGHER ARTHUR J & CO | P | 2018-04-02 | 2018-09-28 | $2,609 | $2,331 | $278 | $278 |
| 15 SHS HARRIS CORP | P | 2018-03-22 | 2018-09-28 | $2,539 | $2,354 | $185 | $185 |
| 35 SHS HEXCEL CORP | P | 2018-03-22 | 2018-09-28 | $2,352 | $2,298 | $54 | $54 |
| 20 SHS HILL-ROM HOLDINGS INC | P | 2018-04-11 | 2018-09-28 | $1,886 | $1,723 | $163 | $163 |
| 200 SHS HOLOGIC INC | P | 2018-03-20 | 2018-04-13 | $7,408 | $7,570 | -$162 | -$162 |
| 90 SHS INTERNATIONAL FLAVORS & FRAGRANCES INC | P | 2018-03-20 | 2018-05-17 | $11,267 | $12,194 | -$927 | -$927 |
| 125 SHS KEURIG DR PEPPER INC COM | P | 2018-04-17 | 2018-09-28 | $2,890 | $5,854 | -$2,964 | -$2,964 |
| 35 SHS LHC GROUP INC | P | 2018-04-25 | 2018-09-28 | $3,593 | $2,649 | $944 | $944 |
| 80 SHS MASCO CORP | P | 2018-04-02 | 2018-09-28 | $2,920 | $3,104 | -$184 | -$184 |
| 115 SHS ORBITAL ATK, INC. | P | 2018-04-17 | 2018-06-08 | $15,468 | $15,275 | $193 | $193 |
| 20 SHS PACKAGING CORP OF AMERICA | P | 2018-03-20 | 2018-09-28 | $2,201 | $2,334 | -$133 | -$133 |
| 25 SHS PERKINELMER INC | P | 2018-03-22 | 2018-09-28 | $2,433 | $1,905 | $528 | $528 |
| 115 SHS RED HAT INC | P | 2018-04-13 | 2018-10-29 | $19,574 | $18,265 | $1,309 | $1,309 |
| 15 SHS ROCKWELL COLLINS INC | P | 2018-04-11 | 2018-09-28 | $2,100 | $2,008 | $92 | $92 |
| 75 SHS ROCKWELL COLLINS INC | P | 2018-04-11 | 2018-11-28 | $10,660 | $10,038 | $622 | $622 |
| 50 SHS SEALED AIR CORP | P | 2018-04-02 | 2018-09-28 | $2,005 | $2,084 | -$79 | -$79 |
| 20 SHS SNAP-ON INC COM | P | 2018-04-11 | 2018-09-28 | $3,670 | $2,886 | $784 | $784 |
| 100 SHS SNAP-ON INC COM | P | 2018-04-11 | 2018-10-22 | $14,999 | $14,431 | $568 | $568 |
| 15 SHS TELEFLEX INC | P | 2018-05-03 | 2018-09-28 | $3,980 | $4,008 | -$28 | -$28 |
| 100 SHS TERADYNE INC | P | 2018-03-22 | 2018-09-28 | $3,696 | $4,838 | -$1,142 | -$1,142 |
| 330 SHS TERADYNE INC | P | 2018-12-13 | $10,877 | $14,317 | -$3,440 | -$3,440 | |
| .144 SHS UNITED TECHNOLOGIES CORP | P | 2018-11-28 | 2018-12-06 | $17 | $19 | -$2 | -$2 |
| 15 SHS UNIVERSAL HEALTH SERVICES INC | P | 2018-04-11 | 2018-09-28 | $1,912 | $1,786 | $126 | $126 |
| 30 SHS WOODWARD INC | P | 2018-03-27 | 2018-09-28 | $2,424 | $2,163 | $261 | $261 |
| 600 SHS VANGUARD EMERGING MARKETS STOCK IDX ETF | P | 2018-03-20 | 2018-08-31 | $25,140 | $28,764 | -$3,624 | -$3,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,801 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $389,105 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,790,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.217297 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $400,376 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,505,136 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.266007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $510,393 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,430,188 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.356871 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $912,188 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,339,334 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.681076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $920,711 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,177,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.781846 | DistributionYr5Rt |
| Total Distribution | 2.303097 | TotalDistributionRt |
| Average Distribution | 0.460619 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,916,323 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $882,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $886,959 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $379,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,528 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,528 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $209 | TaxDueAmt |
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 | $1,797,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,945,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,945,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,916,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,528 | TotalTaxAmt |
| Distributable Before Adj | $87,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $379,087 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $379,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $862,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $846,554 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $443,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $327,982 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,783,468 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $379,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $291,799 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,075,267 | 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 | $862,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,212,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $846,554 | ExcessFromYear4Amt |
| Excess From Year3 | $443,254 | ExcessFromYear3Amt |
| Excess From Year2 | $327,982 | ExcessFromYear2Amt |
| Excess From Year1 | $302,896 | ExcessFromYear1Amt |
| Excess From Current Year | $291,799 | 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 (13 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 | $50,000 |
| ACLU FOUNDATION OF TEXAS | |||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | NONE | PC | GENERAL PROGRAM FUND | $50,000 |
| KIPP TEXAS PUBLIC SCHOOLS | |||||||
| 731 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78201 | NONE | PC | GENERAL PROGRAM FUND | $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 | GENERAL PROGRAM FUND AND COVER PROFESSIONAL EXPENSES | $1,057 |
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | |||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | NONE | PC | SAN ANTONIO BOOK FAIR | $25,000 |
| SAN ANTONIO-MEXICO FRIENDSHIP COUNCIL | |||||||
| 127 NAVARRO STREET | SAN ANTONIO | TX | 78205 | NONE | PC | NOCHE DE AMISTAD EVENT | $1,000 |
| SWEET BRIAR COLLEGE | |||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| TEXAS PUBLIC RADIO | |||||||
| 8401 DATAPOINT DRIVE SUITE 800 | SAN ANTONIO | TX | 78229 | NONE | PC | CAPITAL CAMPAIGN | $20,000 |
| THE WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | PC | POLLINATOR GARDEN | $15,000 |
| TRINITY UNIVERSITY | |||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | NONE | PC | MAVERICK LECTURE SERIES WITH EZRA KLEIN | $39,360 |
| UNIVERSITY OF VIRGINA SCHOOL OF ARTS & SCIENCES | |||||||
| PO BOX 5527 | CHARLOTTESVILLE | VA | 22905 | NONE | PC | JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND | $100,000 |
| WILLIAM ALANSON WHITE INSTITUTE | |||||||
| 20 WEST 74TH STREET | NEW YORK | NY | 10023 | NONE | PC | RIPPP SCHOLARSHIP FUND | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $377,385 | 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 | $2,669 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $407,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $453,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $453,960 | 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 | $246,026 | 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 | $6,525 | Amt |
| Net Investment Income | $4,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,631 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - ARGENT TRUST #0853 | $504,024 | $959,378 |
| CORPORATE STOCK - ARGENT TRUST #0863 | $504,205 | $448,264 |
| CORPORATE STOCK - ARGENT TRUST #0873 | $194,148 | $159,521 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $106 | LegalFeesAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $53 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD BASIS ADJUSTMENT | $301 |
| PRIOR PERIOD ADJUSTMENT | $3,647 |
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 | $9,903 | $9,903 | $0 | $0 |
| AGENCY FEES | $1,588 | $1,588 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $1,350 | $1,350 | $0 | $0 |
| FOREIGN TAXES | $455 | $455 | $0 | $0 |
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