BETA

MCFADIN FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MCFADIN FOUNDATION (EIN 74-2834099)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201721329349103202
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T20:58:59-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE A GILLIAM CPAPreparerPersonNm
PTINP00785462PTIN
Phone2109797055PhoneNum
Preparation2017-05-11PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id1AAE7E9A6247ACE35611BDA8F741784DFF7EEA17AtSubmissionCreationDeviceId
At Submission Filing Device Id1AAE7E9A6247ACE35611BDA8F741784DFF7EEA17AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,120,683FMVAssetsEOYAmt
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$30,901DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,901DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30,901DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,006NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,307GrossSalesPriceAmt
Total Rev And Expnss$18,895TotalRevAndExpnssAmt
Total Net Invst Incm$30,901TotalNetInvstIncmAmt
Total Adj Net Incm$30,901TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$4,588TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,538TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,538TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$77,643ExcessRevenueOverExpensesAmt
Net Investment Income$30,901NetInvestmentIncomeAmt
Adjusted Net Income$30,901AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$789CashBOYAmt
Cash EOY$788CashEOYAmt
Cash EOYFMV$788CashEOYFMVAmt
Sav And Temp Cash Invst BOY$458,698SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$412,278SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$412,278SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$547,862CorporateStockBOYAmt
Corporate Stock EOY$516,640CorporateStockEOYAmt
Corporate Stock EOYFMV$1,707,617CorporateStockEOYFMVAmt
Total Assets BOY$1,007,349TotalAssetsBOYAmt
Total Assets EOY$929,706TotalAssetsEOYAmt
Total Assets EOYFMV$2,120,683TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,007,349UnrestrictedBOYAmt
Unrestricted EOY$929,706UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,007,349TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$929,706TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,007,349TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$929,706TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,007,349TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$77,643ExcessRevenueOverExpensesAmt
Subtotal$929,706SubtotalAmt
Tot Net Ast Or Fund Balances EOY$929,706TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
.73 SH DELL TECHNOLOGIESD2007-09-212016-09-08$37$34$3$3
440 ELIZABETH ARDEND2006-04-172016-09-08$6,160$20,988-$14,828-$14,828
500 EMC CORPD2007-09-212016-09-07$12,025$10,290$1,735$1,735
.33 LAMB WESTON HOLDINGSD1983-04-222016-11-10$10$1$9$9
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,006CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$76,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,954,662NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039137DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,629,868NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.030677DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,041,209NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.024011DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$470,981NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053081DistributionYr4Rt
Adjusted Qlfy Distri Yr5$28,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$498,625NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056556DistributionYr5Rt
Total Distribution0.203462TotalDistributionRt
Average Distribution0.040692AverageDistributionRt
Net Vl Noncharitable Assets$1,932,828NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,651AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$309NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$78,960AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$309InvestmentIncomeExciseTaxAmt
Subtotal$309SubtotalAmt
Tax Based On Investment Income$309TaxBasedOnInvestmentIncomeAmt
Tax Due$309TaxDueAmt

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$1,490,309AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$471,953AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,962,262TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,962,262AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,434CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,932,828NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,641MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,641MinimumInvestmentReturnAmt
Tax Based On Investment Income$309TaxBasedOnInvestmentIncomeAmt
Total Tax$309TotalTaxAmt
Distributable Before Adj$96,332DistributableBeforeAdjAmt
Distributable Before Ded$96,332DistributableBeforeDedAmt
Distributable As Adjusted$96,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,000ExpensesAndContributionsAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$309PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$90,691AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,332DistributableAsAdjustedAmt
Undistributed Income PY$90,418UndistributedIncomePYAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt
Applied To Year1$90,418AppliedToYear1Amt
Applied To Current Year$582AppliedToCurrentYearAmt
Undistributed Income CY$95,750UndistributedIncomeCYAmt

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$24,000
UT HEALTH SCIENCE CENTER
1700 FANNIN 1707HOUSTONTX77030NONEPUBLICUNRESTRICTED$24,000
MD ANDERSON HOSPITAL
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPUBLICUNRESTRICTED$24,000
RESPITE CARE OF SAN ANTONIO INC
PO BOX 12633SAN ANTONIOTX78212NONEPUBLICUNRESTRICTED$2,500
ST PJ'S ORPHANAGE
919 MISSIONSAN ANTONIOTX78210NONEPUBLICUNRESTRICTED$2,000
BUCKNER FANNING SCHOOL
975 MISSION SPRINGSSAN ANTONIOTX78258NONEPUBLICUNRESTRICTED$500
ST JUDE'S RANCH FOR CHILDREN
1400 RIVER CREEK LANEBULVERDETX78163NONEPUBLICUNRESTRICTED$500
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$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,901RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$12,006RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,895RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,895TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300 SHSALTRIA GROUP INC$9,420$20,286
1000 SHS ARES CAPITAL GROUP$17,320$16,490
300 SHS COMCAST$15,537$20,715
2500 SHS CONAGRA FOODS INC$57,836$98,875
1000 SHS CULLEN FROST BANKERS$74,200$88,230
55 SHS DELL TECHNOLOGIES$2,596$3,023
138 SHS DUKE ENERGY CORP NEW$8,936$10,712
500 SHS EMC CORP MASS
440 SHS ELIZABETH ARDEN
800 SHS FORD MOTOR CO$11,209$9,704
800 SHS GARMIN LTD NEW$33,136$38,792
10772 SHS INTL GAME TECHNOLOGY$39,337$49,994
5000 SHS JOHN HANCOCK TAX AD FD$90,100$115,400
192 SHS KINDER MORGAN$6,564$3,976
833 SHS LAMB & WESTON HOLDIINGS$17,052$31,529
450 SHS NATIONAL PRESTO INDS INC$32,553$47,880
312 SHIRE PLC ADR$43,951$53,158
30314 SHS SOUTHWEST AIRLINES CO$12,068$1,012,450
988 SHS TESORO CORP$44,154$86,401
KINDER MORGAN INC 17 WTS$671$2

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2015 990PF TAXCategoryTxt
Amt$4,588Amt

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