WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2016
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- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201703149349101205
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T13:45:07-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 SUITE 1400 | 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 | 2016-01-01 | 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 3000 | 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 | 2017-11-09 | 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 | 64.129.109.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 12:50:13 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FB0DC6CCBB62E013CE01F3A769F965C875BF8A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F4C0E96FF92A7E2AD62DF0D2917ACD55EE727628 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,647,632 | 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 | $418,261 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,763 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $573,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,488 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,197 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,198 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,011 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,836 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $175 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $314 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,003 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,003 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $154,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,659 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,659 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,597 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,469 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,597 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,597 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $885,516 | CorporateStockBOYAmt |
| Corporate Stock EOY | $919,284 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,584,376 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $942,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $982,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,647,632 | 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 | $1,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $942,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $982,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $942,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $982,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $942,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $154,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,097,434 | SubtotalAmt |
| Other Decreases | $114,894 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $982,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| THE TRUST COMPANY ST COVERED | P | 2016-04-07 | 2016-12-31 | $153,422 | $158,754 | -$5,332 | -$5,332 |
| THE TRUST COMPANY LT COVERED | P | 2014-05-22 | 2016-12-31 | $334,372 | $236,096 | $98,276 | $98,276 |
| APPLE COMPUTER INC | P | 2015-12-28 | 2016-12-28 | $23,939 | $2,103 | $21,836 | $21,836 |
| STARBUCKS CORP | P | 2015-07-11 | 2016-07-11 | $16,603 | $3,620 | $12,983 | $12,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,763 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $510,393 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,430,188 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.356871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $912,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,339,334 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.681076 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $920,711 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,177,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.781846 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,137,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,159,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.980664 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $773,046 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,178,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.656161 | DistributionYr5Rt |
| Total Distribution | 3.456618 | TotalDistributionRt |
| Average Distribution | 0.691324 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,505,136 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,040,537 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,431 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,041,968 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $400,376 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $1,534 | OverpaymentAmt |
| Applied To ES Tax | $1,534 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM SCANLAN JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102244491 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 E PECAN STREET SUITE 3000 | 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 |
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 3000 | SAN ANTONIO | TX | 78205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN MCALLEN SCANLAN | ||||||||
| 112 E PECAN STREET SUITE 3000 | 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 | $1,439,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,202 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,528,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,528,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,505,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,863 | TotalTaxAmt |
| Distributable Before Adj | $72,394 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,394 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,394 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,376 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $400,376 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $400,376 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $715,456 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,082,445 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $862,782 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $846,554 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $443,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,950,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,376 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,394 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $327,982 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,278,473 | 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 | $715,456 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,563,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,082,445 | ExcessFromYear4Amt |
| Excess From Year3 | $862,782 | ExcessFromYear3Amt |
| Excess From Year2 | $846,554 | ExcessFromYear2Amt |
| Excess From Year1 | $443,254 | ExcessFromYear1Amt |
| Excess From Current Year | $327,982 | 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 3000 | 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 (21 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 | $20,000 |
| ACLU FOUNDATION OF TEXAS | |||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | NONE | PC | GENERAL PROGRAM FUND | $20,000 |
| ALAMO COLLEGES FOUNDATION | |||||||
| 201 W SHERIDAN SUITE C-3 | SAN ANTONIO | TX | 78204 | NONE | PC | SUPPORT OF THE CHALLENGER LEARNING CENTER | $10,000 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PC | GENRAL PROGRAM FUND | $16,800 |
| CESAR CHAVEZ FOUNDATION | |||||||
| PO BOX 14124 | SAN ANTONIO | TX | 78214 | NONE | PC | LABOR DAY MASS | $2,500 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 7168 COLUMBIA GATEWAY DR STE 100 | COLUMBIA | MD | 21046 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| KLRN | |||||||
| PO BOX 9 | SAN ANTONIO | TX | 78291 | NONE | PC | NEWS HOUR WITH JIM LEHRER | $16,640 |
| MAIN PLAZA CONSERVANCY | |||||||
| 111 SOLEDAD STREET SUITE 825 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND AND COVER PROFESSIONAL EXPENSES; SILVER BELLS IN THE CITY | $5,031 |
| OBLATE SCHOOL OF THEOLOGY | |||||||
| 285 OBLATE DRIVE | SAN ANTONIO | TX | 78216 | NONE | PC | BUILDING ON FAITH CAMPAIGN | $20,000 |
| OLD SPANISH MISSIONS INC | |||||||
| PO BOX 7804 | SAN ANTONIO | TX | 78207 | NONE | PC | PERMANENT FUND | $25,000 |
| SAN ANTONIO BOTANICAL SOCIETY | |||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | CAPITAL CAMPAIGN | $25,000 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | PC | CIRCA 1718 MEXICAN ART EXHIBIT | $33,000 |
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | |||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | NONE | PC | SAN ANTONIO BOOK FESTIVAL | $25,000 |
| SAN ANTONIO SYMPHONY | |||||||
| 711 NAVARRO ST STE 235 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $2,500 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PC | THE MBA STUDY ABROAD TO CHILE SCHOLARSHIP | $2,500 |
| TEACH FOR AMERICA SAN ANTONIO | |||||||
| 700 N SAINT MARYS ST SUITE 200 | SAN ANTONIO | TX | 78205 | NONE | PC | GENERAL PROGRAM FUND | $25,000 |
| TEXAS PUBLIC RADIO | |||||||
| 8401 DATAPOINT DRIVE SUITE 800 | SAN ANTONIO | TX | 78229 | NONE | PC | GENERAL PROGRAM FUND | $5,000 |
| THE MOSAIC PROJECT | |||||||
| 478 SANTA CLARA AVE SUITE 200 | OAKLAND | CA | 94610 | NONE | PC | GENERAL PROGRAM FUND | $500 |
| TRINITY UNIVERSITY | |||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | NONE | PC | MAURY MAVERICK JR. LECTURE SERIES | $16,032 |
| UNIVERSITY OF TEXAS HEALTH SCIENCES CENTER SAN ANTONIO | |||||||
| 7703 FLOYD CURL DR | SAN ANTONIO | TX | 78229 | NONE | PC | CENTER FOR MEDICAL HUMANITIES AND ETHICS | $2,500 |
| UNIVERSITY OF VIRGINA SCHOOL OF ARTS & SCIENCES | |||||||
| PO BOX 5527 | CHARLOTTESVILLE | VA | 22905 | NONE | PC | JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,003 | 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 | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,933 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,763 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,714 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MR JOHN M SCANLAN | |||||||
| 1 | 219 E MARCY STREET | SANTA FE | NM | 87501 | $28,016 | Yes (X) | |
| MR WILLIAM SCANLAN JR | |||||||
| 2 | 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 | $166,471 | Yes (X) | |
| MR WILLIAM SCANLAN JR | |||||||
| 3 | 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 | $223,774 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (25 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 130 SHARES - GALLAGHER ARTHUR J & CO | $6,731 | 2016-12-29 |
| 3 | 90 SHARES - AKAMAI TECHNOLOGIES INC | $6,062 | 2016-12-29 |
| 3 | 760 SHARES - SMITH A O | $36,203 | 2016-12-29 |
| 3 | 165 SHARES - BORGWARNER INC | $6,515 | 2016-12-29 |
| 3 | 60 SHARES - DR PEPPER SNPPLE GROUP | $5,452 | 2016-12-29 |
| 3 | 75 SHARES - FOOT LOCKER INC | $5,339 | 2016-12-29 |
| 3 | 55 SHARES - GENUINE PARTS CO | $5,300 | 2016-12-29 |
| 3 | 155 SHARES - HD SUPPLY HLDGS INC | $6,662 | 2016-12-29 |
| 3 | 55 SHARES - HARRIS CORP DEL | $5,669 | 2016-12-29 |
| 3 | 100 SHARES - HEXCEL CORP NEW | $5,184 | 2016-12-29 |
| 3 | 50 SHARES - INTERNATIONAL FLAVORS & FRAGRANCE | $5,947 | 2016-12-29 |
| 3 | 165 SHARES - MASCO CORP | $5,270 | 2016-12-29 |
| 3 | 90 SHARES - MICROCHIP TECHNOLOGY INC | $5,823 | 2016-12-29 |
| 3 | 180 SHARES - NVIDIA CORP | $19,286 | 2016-12-29 |
| 3 | 65 SHARES - NXP SMICONDUCTORS N V | $6,391 | 2016-12-29 |
| 3 | 85 SHARES - PACKAGING CORP | $7,234 | 2016-12-29 |
| 3 | 270 SHARES - SEALED AIR CORP NEW | $12,315 | 2016-12-29 |
| 3 | 225 SHARES - SKECHERS USA INC | $5,554 | 2016-12-29 |
| 3 | 65 SHARES - SNAP ON INC | $11,191 | 2016-12-29 |
| 3 | 70 SHARES - TELEFLEX INC | $11,269 | 2016-12-29 |
| 3 | 65 SHARES - UNIVERSAL HEALTH SERVICES INC | $6,893 | 2016-12-29 |
| 3 | 100 SHARES - VALSPAR CORP | $10,382 | 2016-12-29 |
| 3 | 400 SHARES - TEXTRON INC | $15,295 | 2016-10-11 |
| 3 | 216 SHARES - MARATHON OIL CORP | $3,301 | 2016-10-11 |
| 3 | 70 SHARES - KIMBERLY CLARK CORP | $8,506 | 2016-10-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,395 | Amt |
| Net Investment Income | $2,197 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,198 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - THE TRUST COMPANY | StockNm |
| EOY Book Value | $919,284 | EOYBookValueAmt |
| EOYFMV | $1,584,376 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY BASIS ADJUSTMENT | Desc |
| Amt | $114,894 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $7,467 | $7,467 | $0 | $0 |
| CUSTODIAL FEES | $1,194 | $1,194 | $0 | $0 |
| MANAGEMENT FEES | $350 | $175 | $0 | $175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $314 | $314 | $0 | $0 |
| EXCISE TAX | $7,628 | $0 | $0 | $0 |
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