WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201543209349100919
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)
Return2015-11-16T11:07:09-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19311 SAN PEDRO AVE SUITE 1400AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78216ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742697713EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM & SALOME MCALLEN SCANLAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone2102244491PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1112 E PECAN STREET SUITE 3000AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM SCANLAN JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2102244491PhoneNum
Signature2015-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET WALLACEPreparerPersonNm
PTINP00022205PTIN
Phone2107371042PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,416,882FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$911,211ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,942DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,942DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,221NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$487,412GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,221CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$44OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$44OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$986,434TotalRevAndExpnssAmt
Total Net Invst Incm$75,223TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,466OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,058OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$408OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,685TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,151TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,558TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$908TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$911,280ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$911,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$923,431TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,558TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$912,188TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,003ExcessRevenueOverExpensesAmt
Net Investment Income$66,665NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,729SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,408SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,408SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$63AcctRcvblAmt
Acct Rcvbl BOY$1AcctRcvblBOYAmt
Acct Rcvbl EOY$63AcctRcvblEOYAmt
Corporate Stock BOY$814,552CorporateStockBOYAmt
Corporate Stock EOY$877,760CorporateStockEOYAmt
Corporate Stock EOYFMV$1,401,474CorporateStockEOYFMVAmt
Total Assets BOY$831,282TotalAssetsBOYAmt
Total Assets EOY$893,231TotalAssetsEOYAmt
Total Assets EOYFMV$1,416,882TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$941,304CapitalStockBOYAmt
Capital Stock EOY$941,304CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$110,022RetainedEarningBOYAmt
Retained Earning EOY-$48,073RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$831,282TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$893,231TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$831,282TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$893,231TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$831,282TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,003ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$894,285SubtotalAmt
Other Decreases$1,054OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$893,231TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
405 SHS AMDOCS LTDP2014-06-052014-09-30$18,619$19,629-$1,010-$1,010
60 SHS ANADARKO PETROLEUM CORPP2013-02-052014-01-09$4,739$4,941-$202-$202
495 SHS BRISTOL-MYERS SQUIBB COP2014-01-012014-06-05$23,166$22,865$301$301
265 SHS DOVER CORPP2014-01-012014-05-09$22,483$20,414$2,069$2,069
95 SHS FLUOR CORPP2014-02-252014-11-06$6,187$7,416-$1,229-$1,229
290 SHS GNC HLDGS INC CL AP2014-01-012014-01-09$16,275$16,110$165$165
59 SHS INTERCONTINENTAL EXCHANGE GROUPP2013-09-092014-03-19$12,017$9,630$2,387$2,387
365 SHS JOHNSON CONTROLS INCP2013-12-122014-03-26$16,780$18,360-$1,580-$1,580
133 SHS KNOWLES CORPP2014-01-032014-03-03$4,288$4,143$145$145
275 SHS LINEAR TECHNOLOGY CORPP2014-03-192014-08-06$12,117$13,106-$989-$989
540 SHS MASCO CORPP2014-02-282014-07-15$11,349$12,600-$1,251-$1,251
460 SHS NIELSEN N.VP2014-01-012014-09-16$20,420$20,003$417$417
290 SHS NORTHERN TRUST CORPP2014-01-012014-04-16$17,032$16,768$264$264
15 SHS NOW INC COMP2014-02-252014-06-12$495$437$58$58
260 SHS OMNICOM GROUP INCP2014-01-032014-05-22$17,847$19,171-$1,324-$1,324
395 SHS PETSMART INCP2014-01-012014-12-05$30,767$27,276$3,491$3,491
725 SHS PITNEY BOWES INCP2014-01-012014-12-22$17,786$20,178-$2,392-$2,392
195 SHS TOWERS WATSON & COMPANY CLASS AP2014-01-092014-02-25$21,745$25,254-$3,509-$3,509
335 SHS TRIMBLE NAVIGATION LTDP2014-04-162014-05-22$11,842$12,963-$1,121-$1,121
465 SHS TRINITY INDUSTRIES INCP2014-09-302014-11-06$15,928$22,007-$6,079-$6,079
5 SHS VERITIV CORP COMP2014-09-302014-07-01$229$197$32$32
295 SHS WAL-MART STORES INCP2014-01-012014-01-28$21,942$22,961-$1,019-$1,019
135 SHS ANADARKO PETROLEUM CORPP2012-11-192014-01-09$10,663$9,636$1,027$1,027
995 SHS CISCO SYSTEMS INCP2013-01-012014-02-25$21,802$19,629$2,173$2,173
400 SHS COVIDIEN PLCP2013-01-012014-06-16$36,565$16,998$19,567$19,567
245 SHS FLUOR CORPP2013-01-012014-11-06$15,956$15,104$852$852
55 SHS INTERNATIONAL BUSINESS MACHINES CORPP2013-04-122014-10-22$8,980$11,608-$2,628-$2,628
11 SHS NOW INC COMP2011-08-012014-06-12$372$351$21$21
350 SHS GENUINE PARTS COP2013-01-012014-01-03$28,718$15,315$13,403$13,403
63 SHS NOW INC COMP2013-01-012014-06-12$2,063$1,531$532$532
255 SHS PARKER HANNIFIN CORPP2013-01-012014-08-14$28,831$16,215$12,616$12,616
45 SHS VISA INC CLASS A SHARESP2010-08-102014-04-24$9,409$3,375$6,034$6,034
FieldValueIRS element (for citing)
Capital Gain Net Income$41,221CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$920,711AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,177,611NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.781846DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,137,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,159,418NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.980664DistributionYr2Rt
Adjusted Qlfy Distri Yr3$773,046AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,178,134NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.656161DistributionYr3Rt
Adjusted Qlfy Distri Yr4$925,591AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,042,501NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.887856DistributionYr4Rt
Adjusted Qlfy Distri Yr5$722,714AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$920,930NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.784765DistributionYr5Rt
Total Distribution4.091292TotalDistributionRt
Average Distribution0.818258AverageDistributionRt
Net Vl Noncharitable Assets$1,339,334NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,095,921AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$667NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,096,588AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$912,188QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,333InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,333SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,333TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,502EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,502TotalPaymentsAndCreditsAmt
Overpayment$1,169OverpaymentAmt
Applied To ES Tax$1,169AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM SCANLAN JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2102244491PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1112 E PECAN STREET SUITE 3000AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM SCANLAN JR
112 E PECAN STREET SUITE 3000SAN ANTONIOTX78205TRUSTEE1.00$0$0$0
JOHN MCALLEN SCANLAN
112 E PECAN STREET SUITE 3000SAN ANTONIOTX78205TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,309,153AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,359,730TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,359,730AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,339,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,967MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,967MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,333TaxBasedOnInvestmentIncomeAmt
Total Tax$1,333TotalTaxAmt
Distributable Before Adj$65,634DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$65,634DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$65,634DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$912,188ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$912,188QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$912,188AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,634DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$676,973ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$873,802ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$715,456ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,082,445ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$862,782ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,211,458TotalExcessDistributionCyovAmt
Qualifying Distributions$912,188QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$65,634AppliedToCurrentYearAmt
Remaining Distri From Corpus$846,554RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,058,012TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$676,973ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,381,039ExcessDistriCyovToNextYrAmt
Excess From Year4$873,802ExcessFromYear4Amt
Excess From Year3$715,456ExcessFromYear3Amt
Excess From Year2$1,082,445ExcessFromYear2Amt
Excess From Year1$862,782ExcessFromYear1Amt
Excess From Current Year$846,554ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM SCANLAN JRContributingManagerNm
Contributing ManagerJOHN MCALLEN SCANLANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM SCANLAN JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1112 E PECAN STREET SUITE 3000AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2102244491RecipientPhoneNum
Form And Info And MaterialsLETTER WITH DESCRIPTION OF ACTIVITIES AND AMOUNT REQUESTED. PROOF OF TAX EXEMPT STATUS MUST BE INCLUDED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINES, BUT RECOMMEND BEFORE OCTOBER OF EACH YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS, BUT PREFERENCES FOR ENVIRONMENTAL AND EDUCATIONAL CONCERNS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU FOUNDATION OF NEW MEXICO
P 0 BOX 566ALBUQUERQUENM87103NONEGENERAL PROGRAM FUND$22,500
ACLU FOUNDATION OF TEXAS
PO BOX 12905AUSTINTX78711NONEGENERAL PROGRAM FUND$20,000
ALAMO COLLEGES FOUNDATION
201 W SHERIDAN SUITE C-3SAN ANTONIOTX78204NONESUPPORT OF THE CHALLENGER LEARNING CENTER$10,000
AMNESTY INTERNATIONAL
5 PENN PLAZANEW YORKNY10001NONEGENRAL PROGRAM FUND$16,600
CENTRAL CATHOLIC HIGH SCHOOL
1403 N ST MARYS STREETSAN ANTONIOTX78215NONEHISTORY OF LEADERSHIP, A FUTURE OF OPPORTUNITY CAMPAIGN$15,000
CHAMBER MUSIC OF AUSTIN
2005 WESTRIDGE DRIVEAUSTINTX78704NONECHILDREN'S MUSIC EDUCATION$5,000
CHILDREN'S MEDICAL CENTER FOUNDATION OF CENTRAL TEXAS
4900 MUELLER BLVDAUSTINTX78723NONETEEN PARENT INJURY PREVENTION PROGRAM$5,000
CONSERVATION VOTERS NEW MEXICO EDUCATION FUND
507 WEBBER STREET UNIT ASANTA FENM87505NONEEDUCATION FUND$2,000
CROSSPOINT INC
301 YUCCASAN ANTONIOTX78203NONECAPITAL CAMPAIGN$24,000
HAVEN FOR HOPE
ONE HAVEN FOR HOPE WAYSAN ANTONIOTX78207NONEGENERAL PROGRAM FUND$12,500
KLRN
501 BROADWAYSAN ANTONIOTX78215NONENEWS HOUR WITH JIM LEHRER$16,640
KLRN
501 BROADWAYSAN ANTONIOTX78215NONEGENERAL PROGRAM FUND$45,000
KLRU TV AUSTIN PBS
PO BOX 7158AUSTINTX787137219NONETHE PRODUCERS CIRCLE$5,000
LAS MISSIONES
PO BOX 7804SAN ANTONIOTX78207NONEGENERAL PROGRAM FUND$16,250
MAIN PLAZA CONSERVANCY
111 SOLEDAD STREET SUITE 825SAN ANTONIOTX78205NONEGENERAL PROGRAM FUND AND COVER PROFESSIONAL EXPENSES; SUPPORT FOR VIDEO PROJECT ON MAIN PLAZA$377,412
MCNAY ART MUSEUM
PO BOX 6069SAN ANTONIOTX78209NONEEXHIBITION: INTIMATE IMPRESSIONISM FROM THE NATIONAL GALLERY OF ART$12,500
NEW ENERGY ECONOMY
343 EAST ALAMEDASANTA FENM87501NONEGENERAL PROGRAM FUND$5,000
OBLATE SCHOOL OF THEOLOGY
285 OBLATE DRIVESAN ANTONIOTX78216NONEBUILDING ON FAITH CAMPAIGN$20,000
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVENUE STE 206DALLASTX75231NONEGENERAL PROGRAM FUND$5,000
PLANNED PARENTHOOD OF NEW MEXICO INC
719 SAN MATEO NEALBUQUERQUENM87108NONEGENERAL PROGRAM FUND$4,000
RAILYARD STEWARDS
805 EARLY STREET SUITE 2048SANTA FENM87505NONERAILYARD PARK OUTDOOR CLASSROOM$2,000
SAN ANTONIO BOTANICAL SOCIETY
555 FUNSTON PLACESAN ANTONIOTX78209NONEGENERAL PROGRAM FUND$25,000
SAN ANTONIO MUSEUM OF ART
200 WEST JONES AVESAN ANTONIOTX78215NONEANNUAL FUND$10,000
SANTA FE FARMERS MARKET INSTITUTE
1607 PASEO DE PERALTA SUITE ASANTA FENM87501NONESNAP/EBT (FOOD STAMP) PROGRAM$5,000
SITE SANTA FE EDUCATION PROGRAM
1606 PASEO DE PERALTASANTA FENM87501NONEBACK TO SCHOOL EDUCATION DRIVE$7,500
SOUTHWEST SCHOOL OF ART
300 AUGUSTA STREETSAN ANTONIOTX78205NONE50TH ANNIVERSARY CAPITAL CAMPAIGN$16,668
ST STEPHEN'S EPISCOPAL SCHOOL
2900 BUNNY RUNAUSTINTX78746NONEFRAME THE FUTURE CAMPAIGN AND ANNUAL GIVING FUND$10,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVEARLINGTONVA22203NONEGENERAL PROGRAM FUND$2,000
THE UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLESAN ANTONIOTX78249NONEWILLIAM AND SALOME SCANLAN ANNUAL SCHOLARSHIP FUND$30,000
TRINITY UNIVERSITY
ONE TRINITY PLACESAN ANTONIOTX78212NONEMAURY MAVERICK JR. LECTURE SERIES$38,710
UNIVERSITY OF INCARNATE WORD
4301 BROADWAYSAN ANTONIOTX78209NONEFINE ARTS CAPITAL CAMPAIGN$25,000
UNIVERSITY OF VIRGINIA COLLEGE FOUNDATION
PO BOX 5527CHARLOTTESVILLEVA22905NONEJULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$911,280TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,942ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,221ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,223ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,223TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MR MRS KEN CHO
11115 WILD BASIN LEDGEAUSTINTX78746$10,000Yes (X)
MR MRS WILSON M SCANLAN
2500 HILLCREST DRIVESANTA FENM87501$10,000Yes (X)
MR JOHN M SCANLAN
3219 E MARCY STREETSANTA FENM87501$79,320Yes (X)
MR WILLIAM SCANLAN JR
4112 E PECAN STREET SUITE 3000SAN ANTONIOTX78205$811,891Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK - THE TRUST COMPANYStockNm
EOY Book Value$877,760EOYBookValueAmt
EOYFMV$1,401,474EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSECURITY BASIS ADJUSTMENTDesc
Amt$1,054Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME-AIG SECURITIES SETTLEMENTDesc
Revenue And Expenses Per Books$44RevenueAndExpensesPerBooksAmt
Net Investment Income$44NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$6,585$6,585$0$0
CUSTODIAL FEES$1,063$1,063$0$0
MANAGEMENT FEES$816$408$0$408
AGENT FEES$2$2$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
WILLIAM SCANLAN JR
112 E PECAN STREET SUITE 3000SAN ANTONIOTX78205
JOHN M SCANLAN
219 E MARCY STREETSANTA FENM87501
MR MRS KEN CHO
1115 WILD BASIN LEDGEAUSTINTX78746
MR MRS WILSON M SCANLAN
500 HILLCREST DRIVESANTA FENM87501

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$185$0$0$0
EXCISE TAXES$2,500$0$0$0

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