BETA

MCFADIN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MCFADIN FOUNDATION (EIN 74-2834099)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-02-27
IRS object ID
201910589349100766
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)
Return2019-02-27T16:14:47-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742636878PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILLIAM & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111010 COACHLIGHT ST SUITE 200AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782163935ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742834099EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCFADIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCFABusinessNameControlTxt
Phone2108283573PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 SUITE 400 RM 400AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICK MCFADIN IIIPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2108283573PhoneNum
Signature2019-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE A GILLIAM CPAPreparerPersonNm
PTINP00785462PTIN
Phone2109797055PhoneNum
Preparation2019-02-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.6.102.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-27IPDt
IP Tm16:14:47IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBA9426E1DDDC7F17FB8A14EAE8B85EB2E188E6A8AtSubmissionCreationDeviceId
At Submission Filing Device IdBA9426E1DDDC7F17FB8A14EAE8B85EB2E188E6A8AtSubmissionFilingDeviceId
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$1,906,578FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$428InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$428InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$428InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$39,307DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,307DividendsNetInvstIncmAmt
Dividends Adj Net Incm$39,307DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$21,615NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,615GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,026CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,350TotalRevAndExpnssAmt
Total Net Invst Incm$41,761TotalNetInvstIncmAmt
Total Adj Net Incm$39,735TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$381TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,481ExcessRevenueOverExpensesAmt
Net Investment Income$41,761NetInvestmentIncomeAmt
Adjusted Net Income$39,735AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$788CashBOYAmt
Sav And Temp Cash Invst BOY$353,093SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$300,400SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$300,400SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$515,969CorporateStockBOYAmt
Corporate Stock EOY$515,969CorporateStockEOYAmt
Corporate Stock EOYFMV$1,606,178CorporateStockEOYFMVAmt
Total Assets BOY$869,850TotalAssetsBOYAmt
Total Assets EOY$816,369TotalAssetsEOYAmt
Total Assets EOYFMV$1,906,578TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$869,850UnrestrictedBOYAmt
Unrestricted EOY$816,369UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$869,850TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$816,369TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$869,850TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$816,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$869,850TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,481ExcessRevenueOverExpensesAmt
Subtotal$816,369SubtotalAmt
Tot Net Ast Or Fund Balances EOY$816,369TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,026CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$95,619AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,270,424NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042115DistributionYr1Rt
Adjusted Qlfy Distri Yr2$90,691AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,932,828NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046921DistributionYr2Rt
Adjusted Qlfy Distri Yr3$76,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,954,662NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039137DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,629,868NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030677DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,041,209NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.024011DistributionYr5Rt
Total Distribution0.182861TotalDistributionRt
Average Distribution0.036572AverageDistributionRt
Net Vl Noncharitable Assets$2,223,739NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$81,327AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$418NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,745AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$418InvestmentIncomeExciseTaxAmt
Subtotal$418SubtotalAmt
Tax Based On Investment Income$418TaxBasedOnInvestmentIncomeAmt
Tax Due$418TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressMCFADINFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksNICK MCFADIN IIIIndividualWithBooksNm
Phone2108283573PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 400AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICK MCFADIN III
1250 NE LOOP 410 400SAN ANTONIOTX78209VICE PRESIDE000.00$0$0$0
TERRY MCFADIN
1250 NE LOOP 410 400SAN ANTONIOTX78209PRESIDENT000.00$0$0$0
ROBERT A GILLIAM
11010 COACHLIGHT ST STE 200SAN ANTONIOTX78216SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,885,753AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$371,850AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,257,603TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,257,603AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,864CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,223,739NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,187MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,187MinimumInvestmentReturnAmt
Tax Based On Investment Income$418TaxBasedOnInvestmentIncomeAmt
Total Tax$418TotalTaxAmt
Distributable Before Adj$110,769DistributableBeforeAdjAmt
Distributable Before Ded$110,769DistributableBeforeDedAmt
Distributable As Adjusted$110,769DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,500ExpensesAndContributionsAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$418PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$113,082AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,769DistributableAsAdjustedAmt
Undistributed Income PY$112,890UndistributedIncomePYAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt
Applied To Year1$112,890AppliedToYear1Amt
Applied To Current Year$610AppliedToCurrentYearAmt
Undistributed Income CY$110,159UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANCER THERAPY AND RESEARCH
7979 WURZBACH RD 600SAN ANTONIOTX78229NONEPUBLICUNRESTRICTED$30,000
UT HEALTH SCIENCE CENTER
1700 FANNIN 1707HOUSTONTX77030NONEPUBLICUNRESTRICTED$30,000
MD ANDERSON HOSPITAL
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPUBLICUNRESTRICTED$30,000
BUCKNER FANNING SCHOOL
975 MISSION SPRINGSSAN ANTONIOTX78258NONEPUBLICUNRESTRICTED$2,000
ST JUDE'S RANCH FOR CHILDREN
1400 RIVER CREEK LANEBULVERDETX78163NONEPUBLICUNRESTRICTED$2,000
SAN ANTONIO ACADEMY
117 EAST FRENCH PLACESAN ANTONIOTX78212NONEPUBLICUNRESTRICTED$2,000
LOS CONSEJOS
1011 N FRIO STSAN ANTONIOTX78207NONEPUBLICUNRESTRICTED$10,000
SAISD FOUNDATION
141 LAVACASAN ANTONIOTX78210NONEPUBLICUNRESTRICTED$3,500
3 THE HARDEN WAY INC
302 GLENWOOD DRHOUSTONTX77007NONEPUBLICUNRESTRICTED$2,000
REINA LINDA SCH FOUNDATION
1011 N FRIO STSAN ANTONIOTX78207NONEPUB;ICUNRESTRICTED$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$428RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,307RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,615RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$61,350RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,350TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION AND WEB COST EXPCategoryTxt
Amt$950Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCHARLES SCHWABAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Sold2018-12SoldDt
Gross Sales Price$19,589GrossSalesPriceAmt
Total Net$19,589TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300 SHSALTRIA GROUP INC$9,420$14,817
1000 SHS ARES CAPITAL GROUP$17,320$15,580
300 SHS COMCAST$15,537$20,430
2500 SHS CONAGRA FOODS INC$57,836$53,400
1000 SHS CULLEN FROST BANKERS$74,200$87,940
55 SHS DELL TECHNOLOGIES$2,596$4,400
138 SHS DUKE ENERGY CORP NEW$8,936$11,909
800 SHS FORD MOTOR CO$11,209$6,120
800 SHS GARMIN LTD NEW$33,136$50,656
10772 SHS INTL GAME TECHNOLOGY$39,337$28,660
5000 SHS JOHN HANCOCK TAX AD FD$90,100$102,100
192 SHS KINDER MORGAN$6,564$2,953
833 SHS LAMB & WESTON HOLDIINGS$17,052$61,275
450 SHS NATIONAL PRESTO INDS INC$32,553$52,614
312 SHIRE PLC ADR$43,951$54,300
30314 SHS SOUTHWEST AIRLINES CO$12,068$944,195
988 SHS ANDEAVOR CORP$44,154$94,829

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2017 990PF TAXCategoryTxt
Amt$381Amt

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