WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2015
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- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349102620
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T13:52:40-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,480,922 | 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 | $514,738 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $203,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,506 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $744,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,068 | 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 | $5,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,769 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,769 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,714 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,448 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $266 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $15 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $308 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $507,336 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $507,336 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $521,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $510,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $222,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,408 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,825 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,469 | AcctRcvblAmt |
| Acct Rcvbl BOY | $63 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,469 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,469 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $877,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $885,516 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,423,628 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $893,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $942,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,480,922 | 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 | -$48,073 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $893,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $942,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $893,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $942,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $893,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $222,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,116,083 | SubtotalAmt |
| Other Decreases | $173,273 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $942,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| THE TRUST COMPANY ST COVERED SALES | 2015-03-27 | 2015-06-02 | $130,596 | $143,739 | -$13,143 | -$13,143 |
| 200 SHRS AMGEN INC COM | 2011-12-21 | 2015-12-22 | $32,359 | $12,488 | $19,871 | $19,871 |
| 70 SHRS APPLE COMPUTER INC COM | 2013-04-29 | 2015-12-22 | $7,512 | $946 | $6,566 | $6,566 |
| 101 SHRS CHEMOURS CO COM | 2014-01-01 | 2015-07-31 | $1,111 | $1,234 | -$123 | -$123 |
| 225 SHRS COMCAST CORP | 2012-07-19 | 2015-07-15 | $14,296 | $7,341 | $6,955 | $6,955 |
| 300 SHRS CVS CORP COM | 2012-02-09 | 2015-12-22 | $29,492 | $12,963 | $16,529 | $16,529 |
| 180 SHRS DISNEY WALT CO COM | 2012-06-25 | 2015-12-22 | $19,188 | $8,426 | $10,762 | $10,762 |
| .0741 SHRS GOOGLE INC CL C COM | 2013-08-29 | 2015-05-04 | $39 | $32 | $7 | $7 |
| 235 SHRS MONSANTO CO NEW | 2014-01-01 | 2015-05-06 | $27,324 | $16,615 | $10,709 | $10,709 |
| 45 SHRS NATL -OILWELL INC COM | 2011-08-01 | 2015-02-13 | $2,383 | $3,225 | -$842 | -$842 |
| 470 SHRS ORACLE CORP COM | 2014-01-01 | 2015-09-08 | $17,399 | $19,779 | -$2,380 | -$2,380 |
| 140 SHRS T ROWE PRICE GROUP INC | 2013-04-12 | 2015-09-08 | $9,768 | $10,743 | -$975 | -$975 |
| 180 SHRS APPLE COMPUTER INC COM | 2007-01-09 | 2015-12-22 | $19,317 | $2,433 | $16,884 | $16,884 |
| 145 SHRS CATERPILLAR INC COM | 2014-01-10 | 2015-03-13 | $11,480 | $9,217 | $2,263 | $2,263 |
| 120 SHRS EXXON MOBIL CORPORATION | 2000-06-22 | 2015-11-09 | $9,861 | $252 | $9,609 | $9,609 |
| 195 SHRS EXXON MOBIL CORPORATION | 2014-01-01 | 2015-12-22 | $15,116 | $7,561 | $7,555 | $7,555 |
| 225 SHRS HOME DEPOT INC COM | 2014-01-01 | 2015-12-22 | $29,702 | $5,511 | $24,191 | $24,191 |
| 130 SHRS HONEYWELL INTL INC | 2014-01-01 | 2015-12-22 | $13,503 | $4,926 | $8,577 | $8,577 |
| 495 SHRS KLA-TENCOR CORP | 2014-01-01 | 2015-01-28 | $31,408 | $12,418 | $18,990 | $18,990 |
| 280 SHRS MICROCHIP TECHNOLOGY INC | 2014-01-01 | 2015-12-22 | $13,132 | $4,521 | $8,611 | $8,611 |
| 250 SHRS NATL -OILWELL INC COM | 2014-01-01 | 2015-02-13 | $13,237 | $14,077 | -$840 | -$840 |
| 215 SHRS PRAXAIR INC | 2014-01-01 | 2015-08-04 | $24,568 | $16,383 | $8,185 | $8,185 |
| S345 SHRS STARBUCKS CORP COM | 2010-04-06 | 2015-12-22 | $20,658 | $4,243 | $16,415 | $16,415 |
| 250 SHRS VISA INC CLASS A SHARES | 2010-08-10 | 2015-12-22 | $19,280 | $4,680 | $14,600 | $14,600 |
| 375 SHRS EXXON MOBIL CORPORATION | 2014-01-01 | 2015-12-22 | $29,070 | $14,540 | $14,530 | $14,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,506 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $912,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,339,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.681076 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $920,711 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,177,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.781846 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,137,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,159,418 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.980664 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $773,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,178,134 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.656161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $925,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,042,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.887856 | DistributionYr5Rt |
| Total Distribution | 3.987603 | TotalDistributionRt |
| Average Distribution | 0.797521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,430,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,140,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,142,790 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $510,393 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,169 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,169 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $1,797 | OverpaymentAmt |
| Applied To ES Tax | $1,797 | 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 | Yes (1) | 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 | $1,409,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,451,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,451,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,430,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,370 | TotalTaxAmt |
| Distributable Before Adj | $67,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,139 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $510,393 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $510,393 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $510,393 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $873,802 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $715,456 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,082,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $862,782 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $846,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,381,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $510,393 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $443,254 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,824,293 | 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 | $873,802 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,950,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $715,456 | ExcessFromYear4Amt |
| Excess From Year3 | $1,082,445 | ExcessFromYear3Amt |
| Excess From Year2 | $862,782 | ExcessFromYear2Amt |
| Excess From Year1 | $846,554 | ExcessFromYear1Amt |
| Excess From Current Year | $443,254 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF NEW MEXICO | ||||||
| PO BOX 566 | ALBUQUERQUE | NM | 87103 | NONE | GENERAL PROGRAM FUND | $22,000 |
| ACLU FOUNDATION OF TEXAS | ||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | NONE | GENERAL PROGRAM FUND | $20,000 |
| ALAMO COLLEGES FOUNDATION | ||||||
| 201 W SHERIDAN SUITE C-3 | SAN ANTONIO | TX | 78204 | NONE | SUPPORT OF THE CHALLENGER LEARNING CENTER | $10,000 |
| AMNESTY INTERNATIONAL | ||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | GENRAL PROGRAM FUND | $16,600 |
| CHAMBER MUSIC OF AUSTIN | ||||||
| 2005 WESTRIDGE DRIVE | AUSTIN | TX | 78704 | NONE | CHILDREN'S MUSIC EDUCATION | $5,000 |
| CROSSPOINT INC | ||||||
| 301 YUCCA | SAN ANTONIO | TX | 78203 | NONE | CAPITAL CAMPAIGN | $24,000 |
| KLRN | ||||||
| PO BOX 9 | SAN ANTONIO | TX | 78291 | NONE | NEWS HOUR WITH JIM LEHRER | $16,640 |
| KLRN | ||||||
| PO BOX 9 | SAN ANTONIO | TX | 78291 | NONE | TEXAS WEEK | $25,000 |
| LEWY BODY DEMENTIA | ||||||
| 912 KILLIAN HILL ROAD SW | LILBURN | GA | 30047 | NONE | GENERAL PROGRAM FUND | $500 |
| MAIN PLAZA CONSERVANCY | ||||||
| 111 SOLEDAD STREET SUITE 825 | SAN ANTONIO | TX | 78205 | NONE | GENERAL PROGRAM FUND AND COVER PROFESSIONAL EXPENSES; SUPPORT FOR VIDEO PROJECT ON MAIN PLAZA | $39,846 |
| MISSION CONCEPCION | ||||||
| 807 MISSION ROAD | SAN ANTONIO | TX | 78210 | NONE | GENERAL PROGRAM FUND | $2,500 |
| MUSEUM OF NEW MEXICO FOUNDATION | ||||||
| PO BOX 2065 | SANTA FE | NM | 875042065 | NONE | EXHIBITION - OBLIQUE VIEWS | $10,000 |
| MUSEUM OF NEW MEXICO FOUNDATION | ||||||
| PO BOX 2065 | SANTA FE | NM | 875042065 | NONE | PORTRAITS OF NORTHER NEW MEXICANS PROJECT | $5,000 |
| NEW ENERGY ECONOMY | ||||||
| 343 EAST ALAMEDA | SANTA FE | NM | 87501 | NONE | GENERAL PROGRAM FUND | $5,000 |
| OBLATE SCHOOL OF THEOLOGY | ||||||
| 285 OBLATE DRIVE | SAN ANTONIO | TX | 78216 | NONE | BUILDING ON FAITH CAMPAIGN | $20,000 |
| OLD SPANISH MISSIONS INC | ||||||
| PO BOX 7804 | SAN ANTONIO | TX | 78207 | NONE | GENERAL PROGRAM FUND | $18,750 |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||
| 7424 GREENVILLE AVENUE STE 206 | DALLAS | TX | 75231 | NONE | GENERAL PROGRAM FUND | $10,000 |
| PLANNED PARENTHOOD OF NEW MEXICO INC | ||||||
| 719 SAN MATEO NE | ALBUQUERQUE | NM | 87108 | NONE | GENERAL PROGRAM FUND | $2,500 |
| RE-VOLV | ||||||
| 5 THIRD STREET SUITE 900 | SAN FRANCISCO | CA | 94103 | NONE | GENERAL PROGRAM FUND | $1,000 |
| SAN ANTONIO BOTANICAL SOCIETY | ||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | GENERAL PROGRAM FUND | $25,000 |
| SAN ANTONIO MUSEUM OF ART | ||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | CIRCA 1718: MEXICAN ART DURING SAN ANTONIO'S FIRST CENTURY | $33,000 |
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | ||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | NONE | SAN ANTONIO BOOK FESTIVAL | $15,000 |
| SANTA FE FARMERS MARKET INSTITUTE | ||||||
| 1607 PASEO DE PERALTA SUITE A | SANTA FE | NM | 87501 | NONE | TRAINING & PROFESSIONAL DEVELOPMENT PROGRAM | $5,000 |
| SITE SANTA FE EDUCATION PROGRAM | ||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | BACK TO SCHOOL EDUCATION DRIVE | $3,750 |
| SOMOS UN PUEBLO UNIDO | ||||||
| 1804 ESPINACITAS STREET | SANTA FE | NM | 87505 | NONE | GENERAL PROGRAM FUND | $750 |
| ST STEPHEN'S EPISCOPAL SCHOOL | ||||||
| 2900 BUNNY RUN | AUSTIN | TX | 78746 | NONE | FRAME THE FUTURE CAMPAIGN AND ANNUAL GIVING FUND | $5,000 |
| TEACH FOR AMERICA SAN ANTONIO | ||||||
| 700 N SAINT MARYS ST SUITE 200 | SAN ANTONIO | TX | 78205 | NONE | GENERAL PROGRAM FUND | $25,000 |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | ||||||
| PO BOX 760549 | SAN ANTONIO | TX | 78245 | NONE | GENERAL PROGRAM FUND | $2,500 |
| TEXAS INTERFAITH POWER & LIGHT | ||||||
| 200 EAST 30TH STREET | AUSTIN | TX | 78705 | NONE | GENERAL PROGRAM FUND | $8,000 |
| THE CENTER FOR THE STUDY OF PLACE | ||||||
| PO BOX 23225 | SANTE FE | NM | 87502 | NONE | THE UNDERWRITING OF STEPHEN STORM'S BOOK TIDAL RHYTHMS: RESLILENCE & CHANGE AT THE EDGE OF THE SEA | $5,000 |
| UNIVERSITY OF INCARNATE WORD | ||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | FINE ARTS CAPITAL CAMPAIGN | $25,000 |
| UNIVERSITY OF VIRGINA SCHOOL OF ARTS & SCIENCES | ||||||
| PO BOX 5527 | CHARLOTTESVILLE | VA | 22905 | NONE | JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $507,336 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $203,506 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $26 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $26 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,068 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THIS WAS A REFUND OF EXCISE TAX ON INVESTMENT INCOME THAT IS USED TO |
| 11A | SUPPORT THE CHARITABLE GIVING OF THE FOUNDATION. |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MR AND MRS WILSON M SCANLAN | |||||||
| 1 | 500 HILLCREST DRIVE | SANTA FE | NM | 87501 | $10,081 | Yes (X) | |
| MR JOHN M SCANLAN | |||||||
| 2 | 219 E MARCY STREET | SANTA FE | NM | 87501 | $70,000 | Yes (X) | |
| MR WILLIAM SCANLAN JR | |||||||
| 3 | 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 | $187,836 | Yes (X) | |
| MR WILLIAM SCANLAN JR | |||||||
| 4 | 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 | $246,682 | Yes (X) | |
| MR AND MRS WILSON M SCANLAN | |||||||
| 5 | 500 HILLCREST DRIVE | SANTA FE | NM | 87501 | $139 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 120 SHARES EXXON MOBIL CORPORATION COMMON STOCK | $10,081 | 2015-11-02 |
| 4 | PUBLICLY TRADED SECURITIES | $246,682 | 2015-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,538 | Amt |
| Net Investment Income | $2,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,769 | 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 | $885,516 | EOYBookValueAmt |
| EOYFMV | $1,423,628 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY BASIS ADJUSTMENT | Desc |
| Amt | $173,273 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $43 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $26 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
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 | $7,018 | $7,018 | $0 | $0 |
| CUSTODIAL FEES | $1,164 | $1,164 | $0 | $0 |
| MANAGEMENT FEES | $532 | $266 | $0 | $266 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM SCANLAN JR | |||
| 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 |
| JOHN M SCANLAN | |||
| 219 E MARCY STREET | SANTA FE | NM | 87501 |
| MR MRS KEN CHO | |||
| 1115 WILD BASIN LEDGE | AUSTIN | TX | 78746 |
| MR MRS WILSON M SCANLAN | |||
| 500 HILLCREST DRIVE | SANTA FE | NM | 87501 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $308 | Amt |
| Net Investment Income | $308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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