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SCALLORNS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SCALLORNS FAMILY FOUNDATION (EIN 81-4778012)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-20
IRS object ID
201902329349100105
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-20T08:09:45-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371309334PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VoellingerSimpson Dolan & Assoc PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14010 N Illinois St Ste 1AddressLine1Txt
CityBellevilleCityNm
State AbbreviationILStateAbbreviationCd
ZIP62226ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814778012EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCALLORNS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCALBusinessNameControlTxt
Phone5737962981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityCALIFORNIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE W SCALLORNSPersonNm
Person TitleDirectorPersonTitleTxt
Signature2019-08-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWN R DOLANPreparerPersonNm
PTINP01267744PTIN
Phone6182338515PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$141,556FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,375ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$59InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$59InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$59InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,429DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,429DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,429DividendsAdjNetIncmAmt
Total Rev And Expnss$64,863TotalRevAndExpnssAmt
Total Net Invst Incm$4,488TotalNetInvstIncmAmt
Total Adj Net Incm$4,488TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$76TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,576TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,099ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,099ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,675TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,599TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,188ExcessRevenueOverExpensesAmt
Net Investment Income$4,488NetInvestmentIncomeAmt
Adjusted Net Income$4,488AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,290CashBOYAmt
Cash EOY$33,234CashEOYAmt
Corporate Stock BOY$103,875CorporateStockBOYAmt
Corporate Stock EOY$138,119CorporateStockEOYAmt
Corporate Stock EOYFMV$141,556CorporateStockEOYFMVAmt
Total Assets BOY$135,165TotalAssetsBOYAmt
Total Assets EOY$171,353TotalAssetsEOYAmt
Total Assets EOYFMV$141,556TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$135,165RetainedEarningBOYAmt
Retained Earning EOY$171,353RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$135,165TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$171,353TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$135,165TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$171,353TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$135,165TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,188ExcessRevenueOverExpensesAmt
Subtotal$171,353SubtotalAmt
Tot Net Ast Or Fund Balances EOY$171,353TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,398AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$117,132NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.21683DistributionYr1Rt
Total Distribution0.216832TotalDistributionRt
Average Distribution0.216832AverageDistributionRt
Net Vl Noncharitable Assets$150,232NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$32,575AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$32,620AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,599QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$90InvestmentIncomeExciseTaxAmt
Subtotal$90SubtotalAmt
Tax Based On Investment Income$90TaxBasedOnInvestmentIncomeAmt
Tax Due$90TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOE W SCALLORNSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5737962981PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityCALIFORNIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOE W SCALLORNS
PO BOX 19CALIFORNIAMO65018Director1.00$0
MARY F SCALLORNS
PO BOX 19CALIFORNIAMO65018Director0.00$0
JOSEPH R SCALLORNS
3454 SPUR STREETBLACKSBURGVA24060Director0.00$0
KATRINA M POWELL
3454 SPUR STBLACKSBURGVA24060Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$128,821AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,699AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$152,520TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$152,520AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,288CashDeemedCharitableAmt
Net Vl Noncharitable Assets$150,232NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,512MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,512MinimumInvestmentReturnAmt
Tax Based On Investment Income$90TaxBasedOnInvestmentIncomeAmt
Total Tax$90TotalTaxAmt
Distributable Before Adj$7,422DistributableBeforeAdjAmt
Distributable Before Ded$7,422DistributableBeforeDedAmt
Distributable As Adjusted$7,422DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,599ExpensesAndContributionsAmt
Qualifying Distributions$28,599QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,599AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,422DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$22,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,075TotalExcessDistributionCyovAmt
Qualifying Distributions$28,599QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,422AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,177RemainingDistriFromCorpusAmt
Total Corpus$43,252TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$43,252ExcessDistriCyovToNextYrAmt
Excess From Year1$22,075ExcessFromYear1Amt
Excess From Current Year$21,177ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOE W SCALLORNSContributingManagerNm
Contributing ManagerMARY F SCALLORNSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SEA TURTLE CONSERVANCY
4424 NW 13TH STREET SUITE B-11GAINESVILLEFL32609NONE501(C)(3)CONSERVATION AND SCIENCE$100
SHENANDOAH NATIONAL PARK TRUST
404 EIGHT STREET NECHARLOTTESVILLEVA22902NONE501(C)(3)ENVIRONMENTAL$1,550
JEFFERSON CENTER FOUNDATION
541 LUCK AVENUEROANOKEVA24016NONE501(C)(3)ARTS$250
RADIO IQWVTF
PO BOX 2737ROANOKEVA24001NONE501(C)(3)ARTS$250
VIRGINIA TECH UNIVERSITY
323 SHANKS HALLBLACKSBURGVA24061NONE501(C)(3)STUDY AND ASSIST DISPLACED PERSONS IN SW VIRGINIA$2,000
FOOD BANK FOR CENTRAL AND NE MISSOU
2101 VANDIVER DRIVECOLUMBIAMO65202NONE501(C)(3)HUNGER RELIEF IN MISSOURI$1,000
ST JOHN NEUMAN ACADEMY
3600 YELLOW SULPHER ROADBLACKSBURGVA24060NONE501(C)(3)FINANCIAL ASSISTANCE TO KEEP CATHOLIC EDUCATION AFFORDABLE$750
MISSOURI GIRLS TOWN FOUNDATION
PO BOX 59KINGDOM CITYMO65262NONE501(C)(3)FAMILY SERVICES$10,000
MAROON CRUSH
138 VILLAGE LANEDALEVILLEVA24083NONE501(C)(3)YOUTH BASEBALL PROGRAM$500
FEEDING AMERICAN VA
1025 ELECTRIC ROADSALEMVA24012NONE501(C)(3)HUNGER RELIEF IN VIRGINIA$500
US AIR FORCE
509 SPIRIT BLVDWHITEMAN AFBMO65305NONEGOVTICKETS AND EVENT COSTS FOR "WHITEMAN DAY AT MIZZOU" FOR MILITARY APPRECIATION DAY$9,799
JOSH AND EMILY MOORE
459 FOXTRAIL DRIVELAKE ST LOUISMO63367NONEIGO FUND ME DONATION FOR FAMILY WHOSE HOME WAS DESTROYED BY FIRE.$200
PASTOR EVENDRO KOPPER
207 N OWEN STREETCALIFORNIAMO65018NONEINEEDY FAMILY AT CHRISTMAS.$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,099TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,429ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,488ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,488TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOE W AND MARY F SCALLORNSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityCALIFORNIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65018ZIPCd
FieldValueIRS element (for citing)
Total Contributions$40,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryVOELLINGER, SIMPSON AND DOLANCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100 SHARES BOEING CO.$16,127$32,250
100 SHARES CHEVRON CORP$11,892$10,879
100 SHARES DUKE ENERGY CORP$7,960$8,630
600 SHARES FORD MOTOR CORP$7,849$4,590
100 SHARES IBM$17,102$11,367
100 SHARES KIMBERLY CLARK$11,851$11,394
300 SHARES PFIZER INC$9,850$13,095
200 SHARES THE SOUTHERN COMPANY$10,143$8,784
200 SHARES WELLS FARGO$11,101$9,216
100 SHARES WALT DISNEY$11,401$10,965
150 SHARES WASTE MANAGEMENT$12,690$13,348
300 SHARES SYNCHRONY FINANCIAL$10,153$7,038

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOE W AND MARY F SCALLORNSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityCALIFORNIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65018ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2017 TAXCategoryTxt
Amt$76Amt

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