WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2013
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- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349100740
- Schema version
- 2013v3.0
- 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
- 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 | 2014-11-14T09:54:45-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE SUITE 1400 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SCANLAN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2102244491 | PhoneNum |
| Signature | 2014-11-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,279,152 | 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 | $918,474 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $410,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $975,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,693 | 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 | $4,435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,218 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,217 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,877 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,877 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $26 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $918,474 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $918,474 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $934,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $920,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,729 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $756,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $814,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,262,422 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $791,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $831,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,279,152 | 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 | -$149,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$110,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $791,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $831,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $791,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $831,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $791,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $832,326 | SubtotalAmt |
| Other Decreases | $1,044 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $831,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 155 SHS ACCENTURE PLC A | P | 2012-08-22 | 2013-07-10 | $11,452 | $9,481 | $1,971 | $1,971 |
| 125 SHS ACE LIMITED | P | 2013-01-24 | 2013-09-09 | $11,095 | $10,664 | $431 | $431 |
| 300 SHS BAXTER INTL INC | P | 2013-01-01 | 2013-10-21 | $19,636 | $20,700 | -$1,064 | -$1,064 |
| 965 SHS CHARLES SCHWAB CORP | P | 2013-01-29 | 2013-05-01 | $16,059 | $15,992 | $67 | $67 |
| 120 SHS CUMMINS INC | P | 2013-09-20 | 2013-12-12 | $15,547 | $16,292 | -$745 | -$745 |
| 175 SHS DEVON ENERGY GROUP | P | 2013-02-15 | 2013-04-11 | $9,739 | $10,326 | -$587 | -$587 |
| 590 SHS DOW CHEMICAL CO | P | 2013-01-01 | 2013-03-27 | $18,602 | $19,456 | -$854 | -$854 |
| 245 SHS DR PEPPER SNAPPLE GRP INC | P | 2013-08-06 | 2013-10-04 | $10,633 | $11,566 | -$933 | -$933 |
| 285 SHS ENSCO PLC CL A | P | 2013-01-01 | 2013-08-21 | $15,715 | $16,841 | -$1,126 | -$1,126 |
| .92 SH INTERCONTINENTAL EXCH GRP | P | 2013-09-09 | 2013-11-21 | $183 | $150 | $33 | $33 |
| 375 SHS INTUIT INC | P | 2013-01-01 | 2013-02-11 | $23,018 | $21,666 | $1,352 | $1,352 |
| 305 SHS JPMORGAN CHASE & CO | P | 2013-07-24 | 2013-12-12 | $17,113 | $17,279 | -$166 | -$166 |
| 175 SHS MCDONALD'S CORP | P | 2013-01-01 | 2013-08-06 | $17,308 | $16,331 | $977 | $977 |
| 480 SHS MERCK & CO INC | P | 2013-01-01 | 2013-03-07 | $20,849 | $20,998 | -$149 | -$149 |
| 305 SHS NIELSON HOLDINGS NV | P | 2013-03-07 | 2013-05-23 | $10,490 | $10,507 | -$17 | -$17 |
| 350 SHS NYSE EURO NEXT | P | 2013-09-09 | 2013-11-14 | $3,904 | $4,886 | -$982 | -$982 |
| 335 SHS TARGET CORP | P | 2013-01-01 | 2013-01-29 | $20,529 | $19,639 | $890 | $890 |
| 200 SHS EMC CORP | P | 2012-12-05 | 2013-02-15 | $4,792 | $4,710 | $82 | $82 |
| 375 SHS ABBVIE INC | P | 2012-06-15 | 2013-07-10 | $16,349 | $11,774 | $4,575 | $4,575 |
| 270 SHS ALLERGAN INC | P | 2012-06-15 | 2013-07-24 | $24,374 | $19,485 | $4,889 | $4,889 |
| 715 SHS EMC CORP | P | 2011-01-06 | 2013-02-15 | $17,131 | $16,888 | $243 | $243 |
| 50 SHS MALLINCKRODT PUB LTD | P | 2012-08-15 | 2013-09-09 | $2,318 | $1,628 | $690 | $690 |
| 345 SHS SAP AG ADR | P | 2011-12-15 | 2013-01-22 | $26,528 | $21,671 | $4,857 | $4,857 |
| 80 SHS UNITED TECHNOLOGIES CORP | P | 2011-05-13 | 2013-09-20 | $8,887 | $7,142 | $1,745 | $1,745 |
| 100 SHS BORGWARNER INC | P | 2009-07-02 | 2013-04-16 | $7,337 | $3,299 | $4,038 | $4,038 |
| 690 SHS BROADCOM CORP | P | 2012-01-15 | 2013-02-05 | $22,405 | $23,142 | -$737 | -$737 |
| 125 SHS CARNIVAL CORP | P | 1994-05-18 | 2013-10-07 | $4,015 | $1,386 | $2,629 | $2,629 |
| 190 SHS CATERPILLAR INC | P | 2010-05-17 | 2013-11-18 | $15,964 | $12,257 | $3,707 | $3,707 |
| 105 SHS HOME DEPOT INC | P | 2012-05-15 | 2013-06-10 | $8,221 | $2,515 | $5,706 | $5,706 |
| 70 SHS HONEYWELL INTL INC | P | 2012-08-15 | 2013-09-20 | $6,044 | $2,703 | $3,341 | $3,341 |
| 50 SHS OCCIDENTAL PETROLEUM CORP | P | 2010-04-20 | 2013-04-12 | $4,170 | $4,349 | -$179 | -$179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,684 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,137,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,159,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.980664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $773,046 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,178,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.656161 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $925,591 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,042,501 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.887856 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $722,714 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $920,930 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.784765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,734,584 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,085,159 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.598461 | DistributionYr5Rt |
| Total Distribution | 4.907907 | TotalDistributionRt |
| Average Distribution | 0.981581 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,177,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,155,921 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $476 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,156,397 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $920,711 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $952 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $952 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,454 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,454 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,502 | OverpaymentAmt |
| Applied To ES Tax | $2,502 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,104,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,195,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,195,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,177,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $952 | TotalTaxAmt |
| Distributable Before Adj | $57,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $920,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $920,711 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $920,711 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,680,752 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $676,973 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $873,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $715,456 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,082,445 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,029,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $920,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $862,782 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,892,210 | 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 | $1,680,752 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,211,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $676,973 | ExcessFromYear4Amt |
| Excess From Year3 | $873,802 | ExcessFromYear3Amt |
| Excess From Year2 | $715,456 | ExcessFromYear2Amt |
| Excess From Year1 | $1,082,445 | ExcessFromYear1Amt |
| Excess From Current Year | $862,782 | 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 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78205 | ZIPCode |
| 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABODE | ||||||
| PO BOX 47640 | SAN ANTONIO | TX | 78265 | NONE | BUILDING CAMPAIGN | $1,500 |
| ACLU FOUNDATION OF TEXAS | ||||||
| PO BOX 12905 | AUSTIN | TX | 78711 | NONE | IMMIGRANTS' RIGHTS ALONG THE BORDER PROJECT | $40,000 |
| ALAMO COLLEGES FOUNDATION | ||||||
| 201 W SHERIDAN SUITE C-3 | SAN ANTONIO | TX | 78204 | NONE | COLLEGE EDUCATION FUND | $10,000 |
| ATTICUS CIRCLE | ||||||
| 515 CONGRESS AVE SUITE 1320 | AUSTIN | TX | 78701 | NONE | ANNUAL FUND | $500 |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | GENERAL PROGRAM FUND IN HONOR OF MICHAEL RATNER | $10,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 1403 N ST MARYS STREET | SAN ANTONIO | TX | 78215 | NONE | HISTORY OF LEADERSHIP, A FUTURE OF OPPORTUNITY CAMPAIGN | $15,000 |
| CHAMBER MUSIC OF AUSTIN | ||||||
| 2005 WESTRIDGE DRIVE | AUSTIN | TX | 78704 | NONE | CHILDREN'S MUSIC EDUCATION | $5,000 |
| CLARITY CHILD GUIDANCE CENTER | ||||||
| 8535 TOM SILCK | SAN ANTONIO | TX | 78229 | NONE | ANNUAL FUND FOR CHILDREN AND TEEN MENTAL HEALTH SERVICES | $1,000 |
| CONSERVATION VOTERS NEW MEXICO EDUCATION FUND | ||||||
| 507 WEBBER STREET UNIT A | SANTA FE | NM | 87505 | NONE | GENERAL PROGRAM FUND | $3,000 |
| CROSSPOINT INC | ||||||
| 301 YUCCA | SAN ANTONIO | TX | 78203 | NONE | CAPITAL CAMPAIGN | $24,000 |
| FINE ARTS FOR CHILDREN & TEENS | ||||||
| PO BOX 22363 | SANTA FE | NM | 87502 | NONE | VISUAL ARTS EDUCATION PROGRAMS | $1,000 |
| GLADNEY CENTER FOR ADOPTION | ||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | NONE | GENERAL PROGRAM FUND IN MEMORY OF SUE MCGOWN | $20,000 |
| GRACE CATHEDRAL | ||||||
| 1100 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | NONE | SUPPORT CHURCH AND ITS OUTREACH PROGRAMS | $20,000 |
| HAVEN FOR HOPE | ||||||
| ONE HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | NONE | MEMBERS EDUCATION FUND | $12,500 |
| HEADWATERS AT INCARNATE WORD | ||||||
| 4503 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | EARTH CARE | $500 |
| KLRN | ||||||
| 501 BROADWAY | SAN ANTONIO | TX | 78215 | NONE | NEWS HOUR WITH JIM LEHRER | $16,640 |
| KLRN | ||||||
| 501 BROADWAY | SAN ANTONIO | TX | 78215 | NONE | PARA SIEMPRE AND TEXAS TALKS | $35,000 |
| KLRU TV AUSTIN PBS | ||||||
| PO BOX 7158 | AUSTIN | TX | 787137219 | NONE | THE PRODUCERS CIRCLE | $15,000 |
| KUT FM RADIO | ||||||
| 1 UNIVERSITY STATION A0704 | AUSTIN | TX | 78712 | NONE | IMPACT OF GOVERNMENT: ENERGY AND ENVIRONMENT IN TEXAS | $83,334 |
| LAS MISSIONES | ||||||
| PO BOX 7804 | SAN ANTONIO | TX | 78207 | NONE | RENOWN 18TH CENTURY SPANISH COLONIAL ROSE WINDOW AT MISSION SAN JOSE | $10,000 |
| MAIN PLAZA CONSERVANCY | ||||||
| 111 SOLEDAD STREET SUITE 825 | SAN ANTONIO | TX | 78205 | NONE | GENERAL PROGRAM FUND AND COVER PROFESSIONAL EXPENSES | $210,693 |
| MCNAY ART MUSEUM | ||||||
| PO BOX 6069 | SAN ANTONIO | TX | 78209 | NONE | NORMAN ROCKWALL:BEHIND THE CAMERA EXHIBIT | $25,000 |
| 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 |
| PARTNERS IN EDUCATION FOUNDATION FOR THE SANTA FE PUBLIC SCHOOLS | ||||||
| PO BOX 23374 | SANTA FE | NM | 87502 | NONE | GENERAL PROGRAM FUND | $4,000 |
| PLANNED PARENTHOOD OF NEW MEXICO INC | ||||||
| 719 SAN MATEO NE | ALBUQUERQUE | NM | 87108 | NONE | GENERAL PROGRAM FUND | $4,000 |
| 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 | ANNUAL FUND | $1,000 |
| SAN ANTONIO PARKS FOUNDATION | ||||||
| 600 HEMISFAIR PLAZA WAY NO 247 | SAN ANTONIO | TX | 78205 | NONE | JAPANESE TEA GARDEN PHASE IV RESTORATION | $500 |
| SANTA FE CHILDREN'S MUSEUM | ||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | NONE | SCHOLARSHIP FUND | $2,500 |
| SITE SANTA FE EDUCATION PROGRAM | ||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | BACK TO SCHOOL EDUCATION DRIVE | $7,500 |
| SOMOS UN PUEBLO UNIDO | ||||||
| 1804 ESPINACITAS STREET | SANTA FE | NM | 87505 | NONE | GENERAL PROGRAM FUND | $3,000 |
| SOUTHWEST SCHOOL OF ART | ||||||
| 300 AUGUSTA STREET | SAN ANTONIO | TX | 78205 | NONE | GENERAL PROGRAM FUND | $16,667 |
| ST STEPHEN'S EPISCOPAL SCHOOL | ||||||
| 2900 BUNNY RUN | AUSTIN | TX | 78746 | NONE | FRAME THE FUTURE CAMPAIGN AND ANNUAL GIVING FUND | $35,000 |
| TEXAS PUBLIC RADIO | ||||||
| 8401 DATAPOINT DRIVE SUITE 800 | SAN ANTONIO | TX | 78229 | NONE | SPRING ON-AIR CHALLENGE GRANT | $7,500 |
| THE MOSAIC PROJECT | ||||||
| 580 GRAND AVENUE STE 303 | OAKLAND | CA | 94610 | NONE | GENERAL PROGRAM FUND | $5,000 |
| THE TEXAS TRIBUNE | ||||||
| 823 CONGRESS AVE SUITE 210 | AUSTIN | TX | 78701 | NONE | SPRING MEMBERSHIP | $500 |
| TRINITY EPISCOPAL SCHOOL | ||||||
| 3901 BEE CAVE ROAD | AUSTIN | TX | 78746 | NONE | ANNUAL FUND | $500 |
| TRINITY UNIVERSITY | ||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | NONE | MAURY MAVERICK JR. LECTURE SERIES | $10,140 |
| UNIVERSITY OF INCARNATE WORD | ||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | FINE ARTS MUSIC CENTER | $25,000 |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | MEXICO CENTER | $46,000 |
| UNIVERSITY OF TEXAS SAN ANTONIO | ||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | ANNUAL SCHOLARSHIP FUND | $30,000 |
| UNIVERSITY OF VIRGINIA OFFICE OF UNIVERSITY DEVELOPMENT | ||||||
| 400 RAY C HUNT DRIVE | CHARLOTTESVILLE | VA | 22904 | NONE | JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND | $100,000 |
| VISIONWALK | ||||||
| 5600 TENNYSON SUITE 180 | PLANO | TX | 75024 | NONE | SUPPORT FOUNDATION FIGHTING BLINDNESS | $1,000 |
| WESLEYAN UNIVERSITY | ||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06459 | NONE | ANNUAL FUND | $500 |
| WESTCAVE PRESERVE | ||||||
| 24814 HAMILTON POOL ROAD | ROUND MOUNTAIN | TX | 78663 | NONE | CHILDREN IN NATURE AWARDS DINNER | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $918,474 | 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 | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,937 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,693 | TotalIncomeProducingActyAmt |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MR MRS KEN CHO | ||||||
| 1 | 1115 WILD BASIN LEDGE | AUSTIN | TX | 78746 | $10,000 | Yes (X) |
| MR MRS WILSON M SCANLAN | ||||||
| 2 | 500 HILLCREST DRIVE | SANTA FE | NM | 87501 | $10,000 | Yes (X) |
| MR JOHN M SCANLAN | ||||||
| 3 | 219 E MARCY STREET | SANTA FE | NM | 87501 | $146,667 | Yes (X) |
| MR WILLIAM SCANLAN JR | ||||||
| 4 | 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 | $751,807 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,435 | Amt |
| Net Investment Income | $2,218 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,217 | 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 | $814,552 | EOYBookValueAmt |
| EOYFMV | $1,262,422 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY BASIS ADJUSTMENT | Description |
| Amount | $1,044 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME-DELL SECURITIES SETTLEMENT | $4 | $4 |
| INCOME-MCKESSON SETTLEMENT | $13 | $13 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,361 | $5,361 | $0 | $0 |
| CUSTODIAL FEES | $898 | $898 | $0 | $0 |
| MANAGEMENT FEES | $536 | $536 | $0 | $0 |
| INVESTMENT EXPENSES | $82 | $82 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $120 | $0 | $0 | $0 |
| EXCISE TAXES | $4,400 | $0 | $0 | $0 |
Comments