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MCFADIN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MCFADIN FOUNDATION (EIN 74-2834099)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201511359349102436
Schema version
2014v5.0
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)
Return2015-05-15T09:50:22-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 400AddressLine1Txt
Address Line2ROOM/SUITE 400AddressLine2Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICK MCFADIN IIIPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2108283573PhoneNum
Signature2015-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE A GILLIAM CPAPreparerPersonNm
PTINP00785462PTIN
Phone2109797055PhoneNum
Preparation2015-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,985,732FMVAssetsEOYAmt
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$30,912DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,912DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30,912DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$344,043NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$349,983GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$344,043CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$374,955TotalRevAndExpnssAmt
Total Net Invst Incm$374,955TotalNetInvstIncmAmt
Total Adj Net Incm$30,912TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$399TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,249TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,249TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$323,706ExcessRevenueOverExpensesAmt
Net Investment Income$374,955NetInvestmentIncomeAmt
Adjusted Net Income$30,912AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,338CashBOYAmt
Cash EOY$764CashEOYAmt
Cash EOYFMV$764CashEOYFMVAmt
Sav And Temp Cash Invst EOY$344,011SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$344,011SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$518,324CorporateStockBOYAmt
Corporate Stock EOY$523,593CorporateStockEOYAmt
Corporate Stock EOYFMV$1,640,957CorporateStockEOYFMVAmt
Total Assets BOY$544,662TotalAssetsBOYAmt
Total Assets EOY$868,368TotalAssetsEOYAmt
Total Assets EOYFMV$1,985,732TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$544,662UnrestrictedBOYAmt
Unrestricted EOY$868,368UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$544,662TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$868,368TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$544,662TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$868,368TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$544,662TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$323,706ExcessRevenueOverExpensesAmt
Subtotal$868,368SubtotalAmt
Tot Net Ast Or Fund Balances EOY$868,368TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property10000 SH SOUTHWES AIRLINESPropertyDesc
How AcquiredDHowAcquiredCd
Acquired1999-03-02AcquiredDt
Sold2014-09-18SoldDt
Gross Sales Price$349,983GrossSalesPriceAmt
Cost Or Other Basis$5,940CostOrOtherBasisAmt
Gain Or Loss$344,043GainOrLossAmt
Gains Minus Excess Or Losses$344,043GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$344,043CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,041,209NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024011DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$470,981NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053081DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$498,625NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056556DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$569,034NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035147DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,958AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$415,257NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.084184DistributionYr5Rt
Total Distribution0.252979TotalDistributionRt
Average Distribution0.050596AverageDistributionRt
Net Vl Noncharitable Assets$1,629,868NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$82,465AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,750NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,215AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,499InvestmentIncomeExciseTaxAmt
Subtotal$7,499SubtotalAmt
Tax Based On Investment Income$7,499TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$7,508TaxDueAmt

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$1,501,608AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$153,080AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,654,688TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,654,688AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,820CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,629,868NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,493MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,493MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,499TaxBasedOnInvestmentIncomeAmt
Total Tax$7,499TotalTaxAmt
Distributable Before Adj$73,994DistributableBeforeAdjAmt
Distributable Before Ded$73,994DistributableBeforeDedAmt
Distributable As Adjusted$73,994DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73,994DistributableAsAdjustedAmt
Undistributed Income PY$49,670UndistributedIncomePYAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Applied To Year1$49,670AppliedToYear1Amt
Applied To Current Year$330AppliedToCurrentYearAmt
Undistributed Income CY$73,664UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANCER THERAPY AND RESEARCH
7979 WURZBACH RD 600SAN ANTONIOTX78229NONEPUBLICUNRESTRICTED$15,000
UT HEALTH SCIENCE CENTER
1700 FANNIN 1707HOUSTONTX77030NONEPUBLICUNRESTRICTED$15,000
MD ANDERSON HOSPITAL
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPUBLICUNRESTRICTED$15,000
RESPITE CARE OF SAN ANTONIO INC
PO BOX 12633SAN ANTONIOTX78212NONEPUBLICUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,912RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$344,043RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$374,955RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$374,955TotalIncomeProducingActyAmt

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$850Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300 SHSALTRIA GROUP INC$9,420$14,781
1000 SHS ARES CAPITAL GROUP$17,320$15,605
300 SHS COMCAST$15,537$17,403
2500 SHS CONAGRA FOODS INC$74,888$90,700
1000 SHS CULLEN FROST BANKERS$74,200$70,640
100 SHS CYTEC INDUSTRIES INC$6,975$9,234
138 SHS DUKE ENERGY CORP NEW$8,936$11,528
500 SHS EMC CORP MASS$12,830$14,870
440 SHS ELIZABETH ARDEN$20,988$9,412
800 SHS FORD MOTOR CO$11,209$12,400
800 SHS GARMIN LTD NEW$33,136$42,264
10772 SHS INTL GAME TECHNOLOGY$8,093$185,817
5000 SHS JOHN HANCOCK TAX AD FD$90,100$111,350
192 SHS KINDER MORGAN$6,564$8,124
450 SHS NATIONAL PRESTO INDS INC$32,553$26,118
312 SHIRE PLC ADR$43,951$66,312
30314 SHS SOUTHWEST AIRLINES CO$12,068$859,688
988 SHS TESORO CORP$44,154$73,458
KINDER MORGAN INC 17 WTS$671$1,253

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2013 990PF TAXCategoryTxt
Amt$399Amt

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