BETA

MCFADIN FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MCFADIN FOUNDATION (EIN 74-2834099)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201621379349103302
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T14:32:38-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE A GILLIAM CPAPreparerPersonNm
PTINP00785462PTIN
Phone2109797055PhoneNum
Preparation2016-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,959,087FMVAssetsEOYAmt
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$30,150DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,150DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30,150DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$193,794NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$208,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$193,794CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$223,944TotalRevAndExpnssAmt
Total Net Invst Incm$223,944TotalNetInvstIncmAmt
Total Adj Net Incm$30,150TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$955AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$7,508TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,463TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,963TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$76,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$138,981ExcessRevenueOverExpensesAmt
Net Investment Income$223,944NetInvestmentIncomeAmt
Adjusted Net Income$30,150AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$764CashBOYAmt
Cash EOY$789CashEOYAmt
Cash EOYFMV$789CashEOYFMVAmt
Sav And Temp Cash Invst BOY$344,011SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$458,698SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$458,698SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$523,593CorporateStockBOYAmt
Corporate Stock EOY$547,862CorporateStockEOYAmt
Corporate Stock EOYFMV$1,499,600CorporateStockEOYFMVAmt
Total Assets BOY$868,368TotalAssetsBOYAmt
Total Assets EOY$1,007,349TotalAssetsEOYAmt
Total Assets EOYFMV$1,959,087TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$868,368UnrestrictedBOYAmt
Unrestricted EOY$1,007,349UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$868,368TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,007,349TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$868,368TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,007,349TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$868,368TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$138,981ExcessRevenueOverExpensesAmt
Subtotal$1,007,349SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,007,349TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SH CYTEC INDUSTRIESD1994-02-182015-12-09$15,050$6,975$8,075$8,075
10772.42 SH INTL GAME TECHNOLOGIESD2000-01-192015-04-07$154,475$8,093$146,382$146,382
1959 SH INTL GAME TECHNOLOGIESP2000-01-192015-04-07$39,337$39,337$39,337
FieldValueIRS element (for citing)
Capital Gain Net Income$193,794CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,629,868NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030677DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,041,209NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.024011DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$470,981NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053081DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,200AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$498,625NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056556DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$569,034NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035147DistributionYr5Rt
Total Distribution0.199472TotalDistributionRt
Average Distribution0.039894AverageDistributionRt
Net Vl Noncharitable Assets$1,954,662NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$77,979AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,239NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$80,218AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$76,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,479InvestmentIncomeExciseTaxAmt
Subtotal$4,479SubtotalAmt
Tax Based On Investment Income$4,479TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$109EsPenaltyAmt
Tax Due$4,588TaxDueAmt

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 PRESIDE0.50$0$0$0
TERRY MCFADIN
1250 NE LOOP 410 400SAN ANTONIOTX78209PRESIDENT0.50$0$0$0
ROBERT A GILLIAM
11010 COACHLIGHT ST STE 200SAN ANTONIOTX78216SECRETARY0.50$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$1,516,823AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$467,605AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,984,428TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,984,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,766CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,954,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,733MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,733MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,479TaxBasedOnInvestmentIncomeAmt
Total Tax$4,479TotalTaxAmt
Distributable Before Adj$93,254DistributableBeforeAdjAmt
Distributable Before Ded$93,254DistributableBeforeDedAmt
Distributable As Adjusted$93,254DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,500ExpensesAndContributionsAmt
Qualifying Distributions$76,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$76,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$93,254DistributableAsAdjustedAmt
Undistributed Income PY$73,664UndistributedIncomePYAmt
Qualifying Distributions$76,500QualifyingDistributionsAmt
Applied To Year1$73,664AppliedToYear1Amt
Applied To Current Year$2,836AppliedToCurrentYearAmt
Undistributed Income CY$90,418UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANCER THERAPY AND RESEARCH
7979 WURZBACH RD 600SAN ANTONIOTX78229NONEPUBLICUNRESTRICTED$21,000
UT HEALTH SCIENCE CENTER
1700 FANNIN 1707HOUSTONTX77030NONEPUBLICUNRESTRICTED$21,000
MD ANDERSON HOSPITAL
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPUBLICUNRESTRICTED$21,000
RESPITE CARE OF SAN ANTONIO INC
PO BOX 12633SAN ANTONIOTX78212NONEPUBLICUNRESTRICTED$7,500
ST PJ'S ORPHANAGE
919 MISSIONSAN ANTONIOTX78210NONEPUBLICUNRESTRICTED$5,000
BUCKNER FANNING SCHOOL
975 MISSION SPRINGSSAN ANTONIOTX78258NONEPUBLICUNRESTRICTED$500
ST JUDE'S RANCH FOR CHILDREN
1400 RIVER CREEK LANEBULVERDETX78163NONEPUBLICUNRESTRICTED$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,150RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$193,794RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$223,944RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$223,944TotalIncomeProducingActyAmt

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$955Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300 SHSALTRIA GROUP INC$9,420$17,463
1000 SHS ARES CAPITAL GROUP$17,320$14,250
300 SHS COMCAST$15,537$16,929
2500 SHS CONAGRA FOODS INC$74,888$105,400
1000 SHS CULLEN FROST BANKERS$74,200$60,000
100 SHS CYTEC INDUSTRIES INC
138 SHS DUKE ENERGY CORP NEW$8,936$9,852
500 SHS EMC CORP MASS$12,830$12,840
440 SHS ELIZABETH ARDEN$20,988$4,356
800 SHS FORD MOTOR CO$11,209$11,272
800 SHS GARMIN LTD NEW$33,136$29,736
10772 SHS INTL GAME TECHNOLOGY$39,337$31,697
5000 SHS JOHN HANCOCK TAX AD FD$90,100$102,850
192 SHS KINDER MORGAN$6,564$2,864
450 SHS NATIONAL PRESTO INDS INC$32,553$37,287
312 SHIRE PLC ADR$43,951$63,960
30314 SHS SOUTHWEST AIRLINES CO$12,068$874,720
988 SHS TESORO CORP$44,154$104,106
KINDER MORGAN INC 17 WTS$671$18

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2014 990PF TAXCategoryTxt
Amt$7,508Amt

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