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MCFADIN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MCFADIN FOUNDATION (EIN 74-2834099)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349104656
Schema version
2017v2.3
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)
Return2018-05-14T18:53:42-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE A GILLIAM CPAPreparerPersonNm
PTINP00785462PTIN
Phone2109797055PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,438,998FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$35,369DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,369DividendsNetInvstIncmAmt
Dividends Adj Net Incm$35,369DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,705GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,705CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,403TotalRevAndExpnssAmt
Total Net Invst Incm$38,074TotalNetInvstIncmAmt
Total Adj Net Incm$35,369TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$309TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,259TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$97,259TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,856ExcessRevenueOverExpensesAmt
Net Investment Income$38,074NetInvestmentIncomeAmt
Adjusted Net Income$35,369AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$788CashBOYAmt
Cash EOY$788CashEOYAmt
Cash EOYFMV$788CashEOYFMVAmt
Sav And Temp Cash Invst BOY$412,278SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$353,093SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$353,093SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$516,640CorporateStockBOYAmt
Corporate Stock EOY$515,969CorporateStockEOYAmt
Corporate Stock EOYFMV$2,085,117CorporateStockEOYFMVAmt
Total Assets BOY$929,706TotalAssetsBOYAmt
Total Assets EOY$869,850TotalAssetsEOYAmt
Total Assets EOYFMV$2,438,998TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$929,706UnrestrictedBOYAmt
Unrestricted EOY$869,850UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$929,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$869,850TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$929,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$869,850TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$929,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,856ExcessRevenueOverExpensesAmt
Subtotal$869,850SubtotalAmt
Tot Net Ast Or Fund Balances EOY$869,850TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,705CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$90,691AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,932,828NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046921DistributionYr1Rt
Adjusted Qlfy Distri Yr2$76,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,954,662NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039137DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,629,868NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030677DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,041,209NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.024011DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$470,981NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053081DistributionYr5Rt
Total Distribution0.193827TotalDistributionRt
Average Distribution0.038765AverageDistributionRt
Net Vl Noncharitable Assets$2,270,424NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,013AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$381NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,394AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$381InvestmentIncomeExciseTaxAmt
Subtotal$381SubtotalAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
Tax Due$381TaxDueAmt

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

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$1,880,677AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$424,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,304,999TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,304,999AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,575CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,270,424NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,521MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,521MinimumInvestmentReturnAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
Total Tax$381TotalTaxAmt
Distributable Before Adj$113,140DistributableBeforeAdjAmt
Distributable Before Ded$113,140DistributableBeforeDedAmt
Distributable As Adjusted$113,140DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,000ExpensesAndContributionsAmt
Qualifying Distributions$96,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$381PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$95,619AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,140DistributableAsAdjustedAmt
Undistributed Income PY$95,750UndistributedIncomePYAmt
Qualifying Distributions$96,000QualifyingDistributionsAmt
Applied To Year1$95,750AppliedToYear1Amt
Applied To Current Year$250AppliedToCurrentYearAmt
Undistributed Income CY$112,890UndistributedIncomeCYAmt

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$25,000
UT HEALTH SCIENCE CENTER
1700 FANNIN 1707HOUSTONTX77030NONEPUBLICUNRESTRICTED$25,000
MD ANDERSON HOSPITAL
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPUBLICUNRESTRICTED$25,000
RESPITE CARE OF SAN ANTONIO INC
PO BOX 12633SAN ANTONIOTX78212NONEPUBLICUNRESTRICTED$3,000
ARCHDIOCESE OF SAN ANTONIO
2718 W WOODLAWNSAN ANTONIOTX78228NONEPUBLICUNRESTRICTED$2,000
BUCKNER FANNING SCHOOL
975 MISSION SPRINGSSAN ANTONIOTX78258NONEPUBLICUNRESTRICTED$1,000
ST JUDE'S RANCH FOR CHILDREN
1400 RIVER CREEK LANEBULVERDETX78163NONEPUBLICUNRESTRICTED$1,000
SAN ANTONIO ACADEMY
117 EAST FRENCH PLACESAN ANTONIOTX78212NONEPUBLICUNRESTRICTED$1,000
LOS CONSEJOS
1011 N FRIO STSAN ANTONIOTX78207NONEPUBLICUNRESTRICTED$10,000
AUTISM TREATMENT CENTER SAN ANTO
16111 NACOGDOCHES RDSAN ANTONIOTX78247NONEPUBLICUNRESTRICTED$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,369RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,034RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$37,403RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,403TotalIncomeProducingActyAmt

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)
AssetEXPIRATION KINDER MORGAN WTSAssetDesc
Acquired2004-02AcquiredDt
How AcquiredDONATIONHowAcquiredTxt
Sold2017-06SoldDt
Basis$671BasisAmt
Total Net-$671TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300 SHSALTRIA GROUP INC$9,420$21,423
1000 SHS ARES CAPITAL GROUP$17,320$15,720
300 SHS COMCAST$15,537$24,030
2500 SHS CONAGRA FOODS INC$57,836$94,175
1000 SHS CULLEN FROST BANKERS$74,200$94,650
55 SHS DELL TECHNOLOGIES$2,596$4,470
138 SHS DUKE ENERGY CORP NEW$8,936$11,607
800 SHS FORD MOTOR CO$11,209$9,992
800 SHS GARMIN LTD NEW$33,136$47,656
10772 SHS INTL GAME TECHNOLOGY$39,337$51,933
5000 SHS JOHN HANCOCK TAX AD FD$90,100$123,300
192 SHS KINDER MORGAN$6,564$3,469
833 SHS LAMB & WESTON HOLDIINGS$17,052$47,023
450 SHS NATIONAL PRESTO INDS INC$32,553$44,753
312 SHIRE PLC ADR$43,951$48,397
30314 SHS SOUTHWEST AIRLINES CO$12,068$1,329,551
988 SHS ANDEAVOR CORP$44,154$112,968
KINDER MORGAN INC 17 WTS

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2016 990PF TAXCategoryTxt
Amt$309Amt

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