WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2011
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- Organization
- WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349100327
- Schema version
- 2011v1.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T11:01:17-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750786316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO SUITE 1400 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742697713 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & SALOME MCALLEN SCANLAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 2102244491 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM SCANLAN JR | Name |
| Title | PRESIDENT | Title |
| Phone | 2102244491 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET WALLACE | Name |
| PTIN | P00022205 | PTIN |
| Phone | 2107371042 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1177767 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 827235 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 103 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 103 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18910 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18910 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 55161 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 507259 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 55161 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 13 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 13 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 901422 | TotalRevenueAndExpenses |
| Total Net Investment Income | 74187 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1750 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6451 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6451 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 393 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 87 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 132 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 71 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10476 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8359 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1811 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 771235 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 771235 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 781711 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8359 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 773046 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 119711 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 65828 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 52217 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 80249 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 80249 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 3 | AccountsReceivable |
| Accounts Receivable BOY | 116 | AccountsReceivableBOY |
| Accounts Receivable EOY | 3 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 3 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 821432 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 913224 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1097515 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 873765 | TotalAssetsBOY |
| Total Assets EOY | 993476 | TotalAssetsEOY |
| Total Assets EOYFMV | 1177767 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 941304 | CapitalStockBOY |
| Capital Stock EOY | 941304 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -67539 | RetainedEarningsBOY |
| Retained Earnings EOY | 52172 | RetainedEarningsEOY |
| Total Net Assets BOY | 873765 | TotalNetAssetsBOY |
| Total Net Assets EOY | 993476 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 873765 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 993476 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 873765 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 119711 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 993476 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 993476 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 250 SHS BECTON DICKINSON & CO | P | 2010-02-02 | 2011-02-17 | 19930 | 19125 | 805 | 805 |
| 550 SHS COLGATE PALMOLIVE CO | P | 2005-08-23 | 2011-02-02 | 41336 | 28904 | 12432 | 12432 |
| 300 SHS HERSHEY COMPANY | P | 2009-02-19 | 2011-01-05 | 13958 | 10620 | 3338 | 3338 |
| 350 SHS JOHNSON & JOHNSON | P | 2006-12-07 | 2011-01-19 | 21830 | 22561 | -731 | -731 |
| 375 SHS BMC SOFTWARE INC | P | 2011-02-08 | 2011-10-28 | 13115 | 18393 | -5278 | -5278 |
| 975 SHS CHARLES SCHWAB CORP | P | 2011-01-11 | 2011-06-21 | 15750 | 17540 | -1790 | -1790 |
| 730 SHS COMCAST CORP | P | 2011-03-28 | 2011-08-25 | 14886 | 17921 | -3035 | -3035 |
| 360 SHS FLUOR CORP | P | 2011-09-01 | 2011-12-20 | 17628 | 21930 | -4302 | -4302 |
| 380 SHS OMINICOM GROUP INC | P | 2011-03-31 | 2011-11-29 | 15725 | 18558 | -2833 | -2833 |
| 300 SHS PRUDENTIAL FINANCIAL INC | P | 2011-03-28 | 2011-08-25 | 14311 | 18125 | -3814 | -3814 |
| 460 SHS ST JUDE MEDICAL INC | P | 2011-03-28 | 2011-07-06 | 21985 | 23829 | -1844 | -1844 |
| 230 SHS LUBRIZOL CORP | P | 2010-05-27 | 2011-03-28 | 30808 | 20139 | 10669 | 10669 |
| 575 SHS MARRIOTT INTL INC | P | 2010-11-15 | 2011-04-06 | 20248 | 22281 | -2033 | -2033 |
| 550 SHS MORGAN STANLEY | P | 2010-09-15 | 2011-04-19 | 14335 | 15031 | -696 | -696 |
| 450 SHS WALT DISNEY CO | P | 2010-05-19 | 2011-05-09 | 19399 | 15053 | 4346 | 4346 |
| 1,050 SHS WESTERN UNION CO | P | 2010-11-08 | 2011-07-06 | 20413 | 18068 | 2345 | 2345 |
| 600 SHS AMERISOURCEBERGEN | P | 2010-03-02 | 2011-08-01 | 22524 | 17989 | 4535 | 4535 |
| 50 SHS CME GROUP INC | P | 2009-05-11 | 2011-03-28 | 14774 | 12319 | 2455 | 2455 |
| 300 SHS COOPER INDUSTRIES PLC | P | 2010-04-14 | 2011-12-19 | 15408 | 14700 | 708 | 708 |
| 500 SHS EMERSON ELECTRIC CO | P | 2009-08-25 | 2011-05-13 | 27131 | 18785 | 8346 | 8346 |
| 400 SHS EXPEDITORS INTL WASH INC | P | 2010-03-10 | 2011-12-01 | 16934 | 14878 | 2056 | 2056 |
| 350 SHS ILLINOIS TOOL WORKS INC | P | 2009-07-15 | 2011-07-26 | 18635 | 13308 | 5327 | 5327 |
| 545 SHS PALL CORP | P | 2010-07-08 | 2011-08-31 | 27818 | 19352 | 8466 | 8466 |
| 438 SHS PROCTER & GAMBLE CO | P | 2003-11-05 | 2011-05-02 | 28594 | 15218 | 13376 | 13376 |
| 400 SHS TARGET CORP | P | 2009-05-20 | 2011-03-28 | 19784 | 17471 | 2313 | 2313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 55161 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 925591 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1042501 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.887856 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 722714 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 920930 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.784765 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1734584 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1085159 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.598461 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1325921 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1167978 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.135228 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1136931 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 957674 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.187180 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.593490 | TotalDistributionRatio |
| Average Distribution Ratio | 1.118698 | AverageDistributionRatio |
| Net Noncharitable Assets | 1178134 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1317976 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 658 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1318634 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 773046 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1317 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1317 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1317 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 64 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 700 | TaxPaidWithExtension |
| Total Credits And Payments | 764 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 558 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM SCANLAN JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2102244491 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1123081 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 72994 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1196075 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1196075 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17941 | CashDeemedCharitable |
| Net Noncharitable Assets | 1178134 | NetNoncharitableAssets |
| Minimum Investment Return | 58907 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 58907 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1317 | TaxBasedOnInvestmentIncome |
| Total Tax | 1317 | TotalTax |
| Distributable Amount Before Adj | 57590 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 57590 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 57590 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 773046 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 773046 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 773046 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 57590 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1089439 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1267892 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1680752 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 676973 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 873802 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5588858 | TotalExcessDistriCarryover |
| Qualifying Distributions | 773046 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 57590 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 715456 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6304314 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1089439 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5214875 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1267892 | ExcessFromYear4 |
| Excess From Year3 | 1680752 | ExcessFromYear3 |
| Excess From Year2 | 676973 | ExcessFromYear2 |
| Excess From Year1 | 873802 | ExcessFromYear1 |
| Excess From Current Year | 715456 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM SCANLAN JR | ContributingManager |
| Contributing Manager | JOHN MCALLEN SCANLAN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WILLIAM SCANLAN JR | RecipientName |
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 Number | 2102244491 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER WITH DESCRIPTION OF ACTIVITIES AND AMOUNT REQUESTED. PROOF OF TAX EXEMPT STATUS MUST BE INCLUDED. | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINES, BUT RECOMMEND BEFORE OCTOBER OF EACH YEAR. | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS, BUT PREFERENCES FOR ENVIRONMENTAL AND EDUCATION CONCERNS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF TEXAS | ||||||
| PO BOX 12905 | AUSTIN | TX | 787112905 | NONE | IMMIGRANTS' RIGHTS ALONG THE BORDER PROJECT | $150,000 |
| ALAMO HEIGHTS SCHOOL FOUNDATION | ||||||
| 7101 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | CHILDREN'S WELLNESS PROGRAM | $25,000 |
| ATTICUS CIRCLE | ||||||
| 515 CONGRESS AVE SUITE 1320 | AUSTIN | TX | 78701 | NONE | 2011 ANNUAL FUND | $500 |
| AUSTIN INTERNATIONAL SCHOOL | ||||||
| 12001 OAK KNOLL DRIVE | AUSTIN | TX | 78759 | NONE | 2011 ANNUAL FUND DRIVE | $1,800 |
| BREAKTHROUGH AUSTIN | ||||||
| 1050 EAST 11TH STREET SUITE 350 | AUSTIN | TX | 78702 | NONE | GENERAL PROGRAM FUND | $1,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 1403 N ST MARYS STREET | SAN ANTONIO | TX | 78215 | NONE | HISTORY OF LEADERSHIP,FUTURE OF OPPORTUNITY CAMPAIGN | $15,000 |
| CHAMBER MUSIC OF AUSTIN | ||||||
| 9104 SPRING LAKE DRIVE | AUSTIN | TX | 78750 | NONE | CHILDREN'S MUSIC EDUCATION | $5,000 |
| CHILDREN'S MEDICAL CENTER FOUNDATION OF CENTRAL TEXAS | ||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | TEEN PARENT EDUCATION PROGRAM | $5,000 |
| CROSSPOINT INC | ||||||
| 301 YUCCA | SAN ANTONIO | TX | 78203 | NONE | GENERAL PROGRAM FUND | $24,000 |
| FOUNDATION COMMUNITIES | ||||||
| 3036 S 1ST STREET SUITE 200 | AUSTIN | TX | 78704 | NONE | GENERAL PROGRAM FUND | $1,000 |
| GOODWILL INDUSTRIES | ||||||
| 406 W COMMERCE | SAN ANTONIO | TX | 78207 | NONE | BUILDING BRIDGES CAMPAIGN | $25,000 |
| KLRN | ||||||
| 501 BROADWAY | SAN ANTONIO | TX | 78215 | NONE | NEWS HOUR WITH JIM LEHRER | $16,640 |
| KLRN | ||||||
| 501 BROADWAY | SAN ANTONIO | TX | 78215 | NONE | TEXAS TALKS | $25,000 |
| KLRU TV AUSTIN PBS | ||||||
| PO BOX 7158 | AUSTIN | TX | 787137219 | NONE | THE PRODUCERS CIRCLE | $5,000 |
| KUT FM RADIO | ||||||
| 1 UNIVERSITY STATION A0704 | AUSTIN | TX | 78712 | NONE | IMPACT OF GOVERNMENT: ENERGY AND ENVIRONMENT IN TEXAS | $83,334 |
| KUT FM RADIO | ||||||
| PO BOX 7600 | AUSTIN | TX | 787137600 | NONE | 2011 LEADERSHIP CIRCLE | $2,500 |
| LONG CENTER FOR THE PERFORMING ARTS | ||||||
| PO BOX 301449 | AUSTIN | TX | 78703 | NONE | 2011-2012 GENERAL PROGRAM FUND | $1,000 |
| MAIN PLAZA CONSERVANCY | ||||||
| 111 SOLEDAD STREET SUITE 825 | SAN ANTONIO | TX | 78205 | NONE | GENERAL PROGRAM FUND | $50,000 |
| NEW MEXICO ENVIRONMENTAL LAW CENTER | ||||||
| 1405 LUISA ST STE 5 | SANTE FE | NM | 87505 | NONE | GENERAL PROGRAM FUND | $5,000 |
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||
| 726 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | NONE | NYU LAW FUND | $500 |
| PARTNERS IN EDUCATION FOUNDATION FOR THE SANTA FE PUBLIC SCHOOLS | ||||||
| PO BOX 23374 | SANTA FE | NM | 87502 | NONE | GENERAL PROGRAM FUND | $5,000 |
| PEOPLE'S COMMUNITY CLINIC | ||||||
| 2909 N IH 35 | AUSTIN | TX | 78722 | NONE | COUNCIL OF 100 PROGRAM | $1,000 |
| PLANNED PARENTHOOD OF NEW MEXICO INC | ||||||
| 719 SAN MATEO NE | ALBUQUERQUE | NM | 87108 | NONE | GENERAL PROGRAM FUND | $5,000 |
| PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION | ||||||
| 201 E BEN WHITE BLVD BLDG B | AUSTIN | TX | 78704 | NONE | CHOICE FOR GENERATIONS | $15,000 |
| SANTA FE CHILDREN'S MUSEUM | ||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | NONE | SCHOLARSHIP FUND | $5,000 |
| SANTA FE FARMERS MARKET INSTITUTE | ||||||
| 1607 PASEO DE PERALTA SUITE A | SANTA FE | NM | 87501 | NONE | MICRO LOAN PROGRAM | $10,000 |
| SITE SANTA FE EDUCATION PROGRAM | ||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | VISUAL THINKING STRATEGIES PROGRAM | $5,000 |
| SOMOS UN PUEBLO UNIDO | ||||||
| 1804 ESPINACITAS STREET | SANTA FE | NM | 87505 | NONE | GENERAL PROGRAM FUND | $5,000 |
| ST ANDREW'S EPISCOPAL SCHOOL | ||||||
| 1112 WEST 31ST STREET | AUSTIN | TX | 78705 | NONE | 2011 ANNUAL FUND | $500 |
| ST ELIZABETH'S SHELTER | ||||||
| 804 ALARID STREET | SANTE FE | NM | 87505 | NONE | GENERAL PROGRAM FUND | $5,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||
| 332 N LAUDERDALE | MEMPHIS | TN | 38105 | NONE | TO HONOR REBECCA SKINNER | $5,000 |
| ST STEPHEN'S EPISCOPAL SCHOOL | ||||||
| 2900 BUNNY RUN | AUSTIN | TX | 78746 | NONE | 2011 ANNUAL FUND | $5,000 |
| ST LUKE'S EPISCOPAL CHURCH | ||||||
| 11 SAINT LUKES LANE | SAN ANTONIO | TX | 78209 | NONE | THIRD PRIEST FUND | $17,000 |
| TEXAS PUBLIC RADIO | ||||||
| 8401 DATAPOINT DRIVE SUITE 800 | SAN ANTONIO | TX | 78229 | NONE | SPRING ON-AIR CHALLENGE GRANT | $5,000 |
| TEXAS PUBLIC RADIO | ||||||
| 8401 DATAPOINT DRIVE SUITE 800 | SAN ANTONIO | TX | 78229 | NONE | TRANSMISSION TOWER | $25,000 |
| THE TEXAS TRIBUNE | ||||||
| 823 CONGRESS AVE SUITE 210 | AUSTIN | TX | 78701 | NONE | FOUNDING INVESTOR PLEDGE | $2,000 |
| TRINITY EPISCOPAL SCHOOL | ||||||
| 3901 BEE CAVE ROAD | AUSTIN | TX | 78746 | NONE | 2011 ANNUAL FUND | $500 |
| TRINITY UNIVERSITY | ||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | NONE | 2011 MAURY MAVERICK JR. LECTURE SERIES | $25,261 |
| 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 | 229044807 | NONE | JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND | $100,000 |
| WESLEYAN UNIVERSITY | ||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06459 | NONE | 2011 ANNUAL FUND | $500 |
| WESTCAVE PRESERVE | ||||||
| 24814 HAMILTON POOL ROAD | ROUND MOUNTAIN | TX | 78663 | NONE | CELEBRATE CHILDREN IN NATURE | $10,000 |
| WOMEN'S FUND OF CENTRAL TEXAS | ||||||
| PO BOX 5159 | AUSTIN | TX | 78763 | NONE | GENERAL PROGRAM FUND | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 771235 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $103 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,910 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $55,161 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $74,187 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 74187 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MR MRS KEN CHO | 1115 WILD BASIN LEDGE | AUSTIN | TX | 78746 | 20000 | X |
| 2 | MR MRS WILSON M SCANLAN | 500 HILLCREST DRIVE | SANTA FE | NM | 87501 | 10000 | X |
| 3 | MR JOHN M SCANLAN | 219 E MARCY STREET | SANTA FE | NM | 87501 | 126667 | X |
| 4 | MR WILLIAM SCANLAN JR | 112 E PECAN STREET SUITE 3000 | SAN ANTONIO | TX | 78205 | 670568 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,500 | Amount |
| Net Investment Income | 1750 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1750 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCK - CITIGROUP | 0 | 0 |
| CORPORATE STOCK - THE TRUST COMPANY | 913224 | 1097515 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT FEES | 8 | 8 | 0 | 0 |
| BANK CHARGES | 45 | 23 | 0 | 22 |
| CONTRACT LABOR | 79 | 40 | 0 | 39 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME- MCKESSON SETTLEMENT | Description |
| Revenue And Expenses Per Books | 13 | RevenueAndExpensesPerBooks |
| Net Investment Income | 13 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,701 | 5701 | 0 | 0 |
| CUSTODIAL FEES | $750 | 750 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $87 | 87 | 0 | 0 |
| EXCISE TAXES | $306 | 0 | 0 | 0 |
Comments