BETA

MCFADIN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MCFADIN FOUNDATION (EIN 74-2834099)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-20
IRS object ID
201432329349100608
Schema version
2013v3.1
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)
Return2014-08-20T19:02:46-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742636878PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILLIAM & ASSOCIATES PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111010 COACHLIGHT ST SUITE 200AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code782163935ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742834099EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCFADIN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMCFABusinessNameControlTxt
Phone2108283573PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 SUITE 400AddressLine1
Address Line2ROOM/SUITE 400AddressLine2
CitySAN ANTONIOCity
StateTXState
ZIP Code78209ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICK MCFADIN IIIPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2108283573PhoneNum
Signature2014-07-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE A GILLIAM CPAPreparerPersonNm
PTINP00785462PTIN
Phone2109797055PhoneNum
Preparation2014-08-20PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,317,906FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$133,743ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,593DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,593DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,593DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$619NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,041GrossSalesPriceAmt
Total Rev And Expnss$152,717TotalRevAndExpnssAmt
Total Net Invst Incm$19,593TotalNetInvstIncmAmt
Total Adj Net Incm$19,593TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$404TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,254TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,254TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$126,463ExcessRevenueOverExpensesAmt
Net Investment Income$19,593NetInvestmentIncomeAmt
Adjusted Net Income$19,593AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,903CashBOYAmt
Cash EOY$26,338CashEOYAmt
Cash EOYFMV$26,338CashEOYFMVAmt
Corporate Stock BOY$410,296CorporateStockBOYAmt
Corporate Stock EOY$518,324CorporateStockEOYAmt
Corporate Stock EOYFMV$1,291,568CorporateStockEOYFMVAmt
Total Assets BOY$418,199TotalAssetsBOYAmt
Total Assets EOY$544,662TotalAssetsEOYAmt
Total Assets EOYFMV$1,317,906TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$418,199UnrestrictedBOYAmt
Unrestricted EOY$544,662UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$418,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$544,662TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$418,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$544,662TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$418,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$126,463ExcessRevenueOverExpensesAmt
Subtotal$544,662SubtotalAmt
Tot Net Ast Or Fund Balances EOY$544,662TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$470,981NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053081DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$498,625NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056556DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$569,034NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035147DistributionYr3Rt
Adjusted Qlfy Distri Yr4$34,958AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$415,257NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.084184DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,436AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$705,015NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.064447DistributionYr5Rt
Total Distribution0.293415TotalDistributionRt
Average Distribution0.058683AverageDistributionRt
Net Vl Noncharitable Assets$1,041,209NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$61,101AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$196NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,297AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$392InvestmentIncomeExciseTaxAmt
Subtotal$392SubtotalAmt
Tax Based On Investment Income$392TaxBasedOnInvestmentIncomeAmt
Tax Due$392TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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 400AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code78209ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$1,027,648AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,417AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,057,065TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,057,065AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,856CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,041,209NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,060MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,060MinimumInvestmentReturnAmt
Tax Based On Investment Income$392TaxBasedOnInvestmentIncomeAmt
Total Tax$392TotalTaxAmt
Distributable Before Adj$51,668DistributableBeforeAdjAmt
Distributable Before Ded$51,668DistributableBeforeDedAmt
Distributable As Adjusted$51,668DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,668DistributableAsAdjustedAmt
Undistributed Income PY$23,002UndistributedIncomePYAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Year1$23,002AppliedToYear1Amt
Applied To Current Year$1,998AppliedToCurrentYearAmt
Undistributed Income CY$49,670UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTERRY MCFADINContributingManagerNm
Contributing ManagerNICK MCFADIN IIIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANCER THERAPY AND RESEARCH
7979 WURZBACH RD 600SAN ANTONIOTX78229NONEPUBLICUNRESTRICTED$8,500
UT HEALTH SCIENCE CENTER
1700 FANNIN 1707HOUSTONTX77030NONEPUBLICUNRESTRICTED$8,500
MD ANDERSON HOSPITAL
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPUBLICUNRESTRICTED$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,593RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$619RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,974RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,974TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTERRY MCFADINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11250 NE LOOP 410 400AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code78209ZIPCode
FieldValueIRS element (for citing)
Total Contributions$133,688TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$133,688FairMarketValueAmt
Received2013-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION AND WEB COST EXPCategoryTxt
Amt$850Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

NICK MCFADIN III
TERRY MCFADIN
ROBERT A GILLIAM

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset1000 SH EMC CORP MASSAssetDesc
Acquired2012-12AcquiredDt
How AcquiredDONATIONHowAcquiredTxt
Sold2013-08SoldDt
Gross Sales Price$25,041GrossSalesPriceAmt
Basis$25,660BasisAmt
Total Net-$619TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
10772 SHS INTL GAME TECHNOLOGY$8,093$195,620
30314 SHS SOUTHWEST AIRLINES CO$18,008$571,116
300 SHSALTRIA GROUP INC$9,420$11,517
1000 SHS ARES CAPITAL GROUP$17,320$17,770
300 SHS COMCAST$15,537$15,590
2500 SHS CONAGRA FOODS INC$74,888$84,250
1000 SHS CULLEN FROST BANKERS$74,200$74,430
100 SHS CYTEC INDUSTRIES INC$6,975$9,316
138 SHS DUKE ENERGY CORP NEW$8,936$9,523
500 SHS EMC CORP MASS$12,830$12,575
440 SHS ELIZABETH ARDEN$20,988$15,598
800 SHS GARMIN LTD NEW$33,136$36,952
5000 SHS JOHN HANCOCK TAX AD FD$90,100$91,100
192 SHS KINDER MORGAN$6,564$6,912
450 SHS NATIONAL PRESTO INDS INC$32,553$36,225
312 SHIRE PLC ADR$43,951$44,082
988 SHS TESORO CORP$44,154$57,798
KINDER MORGAN INC 17 WTS$671$1,194

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHE MCFADIN FOUNDATION HAS ALWAYS FILED BY THE DUE DATE OR REQUESTED AN EXTENSION. AN ELECTRONIC EXTENSION WAS PREPARED ON BEHALF OF THE TAXPAYER. HOWEVER, A SOFTWARE ERROR PREVENTED THE TIMELY TRANSMISSION OF THE EXTENSION.ExplanationTxt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
TERRY MCFADIN
1250 NE LOOP 410 400SAN ANTONIOTX78209
NICK MCFADIN III
1250 NE LOOP 410 400SAN ANTONIOTX78209

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2012 990PF TAXCategoryTxt
Amt$404Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.