Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
WILLIAM & SALOME MCALLEN SCANLAN
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)112 E PECAN STREET SUITE 1240
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN ANTONIO, TX78205
A Employer identification number

74-2697713
B Telephone number (see instructions)

(210) 224-4491
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,698,914J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 246,026
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,669 2,669  
4 Dividends and interest from securities... 43,490 34,209  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 407,801
b Gross sales price for all assets on line 6a 1,412,783
7 Capital gain net income (from Part IV, line 2)... 407,801
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 699,986 444,679 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 106 53 0 53
b Accounting fees (attach schedule)....... Click to see attachment 6,525 4,894 0 1,631
c Other professional fees (attach schedule).... Click to see attachment 11,491 11,491 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,805 1,805 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 36 18 0 18
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,963 18,261 0 1,702
25 Contributions, gifts, grants paid....... 377,385 377,385
26 Total expenses and disbursements. Add lines 24 and 25 397,348 18,261 0 379,087
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 302,638
b Net investment income (if negative, enter -0-) 426,418
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 56,719 131,671 131,671
3 Accounts receivable bullet80
Less: allowance for doubtful accounts bullet   3,646 80 80
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 975,073 Click to see attachment1,202,377 1,567,163
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,035,438 1,334,128 1,698,914
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 941,304 941,304
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 94,134 392,824
30 Total net assets or fund balances (see instructions)..... 1,035,438 1,334,128
31 Total liabilities and net assets/fund balances (see instructions). 1,035,438 1,334,128
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,035,438
2
Enter amount from Part I, line 27a .....................
2
302,638
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,338,076
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,948
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,334,128
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 165 ALBEMARLE CORP P 2017-07-18 2018-02-22
b 15 SHS AMAZON COM INC P 2017-04-06 2018-03-09
c 125 SHS APPLE INC P 2017-03-28 2018-03-09
d 45 SHS BIOGEN INC P 2018-07-26 2018-12-21
e 25 SHS BLACKROCK INC P 2017-03-27 2018-03-09
330 SHS COMCAST CORP CLASS A P 2017-03-28 2018-03-09
85 SHS CONSTELLATION BRANDS INC P 2018-11-15 2018-12-21
60 SHS COSTCO WHOLESALE CORP P 2017-09-13 2018-03-09
25 SHS COSTCO WHOLESALE CORP P 2017-09-13 2018-04-18
15 SHS EXXON MOBIL CORP P 2017-04-06 2018-03-09
108125.98 SHS FEDERATED GOVERNMENT OBLIGATIONS FD PREM P 2018-12-03 2018-12-03
35 SHS GENERAL DYNAMICS CORP P 2018-02-12 2018-03-09
90 SHS GENERAL DYNAMICS CORP P 2018-02-12 2018-11-15
100 SHS HALLIBURTON CO P 2017-11-08 2018-03-09
320 SHS HALLIBURTON CO P 2017-11-08 2018-09-04
115 SHS JOHNSON & JOHNSON P 2018-11-15 2018-12-21
80 SHS NVIDIA CORP P 2017-04-06 2018-01-31
55 SHS NVIDIA CORP P 2017-04-06 2018-03-09
110 SHS WALMART INC P 2017-09-13 2018-03-09
115 SHS WASTE MANAGEMENT INC P 2017-05-11 2018-03-09
250 SHS ABBOTT LABS P   2018-03-09
90 SHS ABBOTT LABS P   2018-09-28
4.4 SHS ADVANSIX INC COM P 2015-12-17 2018-03-09
50 SHS ALLERGAN PLC SHS P 2014-05-09 2018-03-09
100 SHS ALLERGAN PLC SHS P   2018-12-21
15 SHS ALPHABET INC CAP STK CL A P 2013-08-29 2018-03-09
5 SHS AMAZON COM INC P 2017-04-06 2018-09-28
110 SHS AMGEN INC P   2018-03-09
75 SHS AUTOMATIC DATA PROCESSING INC P 2016-11-09 2018-03-09
60 SHS AUTOMATIC DATA PROCESSING INC P 2016-11-09 2018-09-28
185 SHS BAXTER INTERNATIONAL INC P 2016-08-03 2018-03-09
45 SHS BAXTER INTERNATIONAL INC P 2016-08-03 2018-04-18
5 SHS BLACKROCK INC P 2013-01-07 2018-03-09
50 SHS CELGENE CORP P 2015-02-26 2018-03-09
220 SHS CELGENE CORP P   2018-07-09
275 SHS CHARLES SCHWAB CORP P 2016-11-15 2018-03-09
70 SHS CHEVRON CORP P 2013-04-12 2018-03-09
180 SHS CHEVRON CORP P   2018-12-21
167 SHS DOWDUPONT INC P 2011-03-28 2018-03-09
150 SHS FACEBOOK INC CLASS A P 2015-05-06 2018-03-09
30 SHS FACEBOOK INC CLASS A P 2018-04-18 2015-05-06
115 SHS FIDELITY NATIONAL INFORMATION SERVICES I P 2018-03-09 2013-10-21
70 SHS FIDELITY NATIONAL INFORMATION SERVICES I P   2018-09-28
2 SHS GARRETT MOTION INC P 2015-12-18 2018-11-27
250 SHS GILEAD SCIENCES INC P   2018-03-09
95 SHS HOME DEPOT INC D 2015-12-17 2018-03-09
85 SHS HONEYWELL INTERNATIONAL INC D 2015-12-18 2018-03-09
25 SHS HONEYWELL INTERNATIONAL INC D 2015-12-17 2018-04-18
265 SHS INTEL CORP P 2013-04-18 2018-03-09
35 SHS LOCKHEED MARTIN CORP P 2016-04-12 2018-03-09
15 SHS LOCKHEED MARTIN CORP P   2018-09-28
140 SHS MARSH & MCLENNAN COS INC P 2014-01-28 2018-03-09
40 SHS MARTIN MARIETTA MATERIALS INC P 2016-03-24 2018-03-09
405 SHS MERCK & CO INC P   2018-02-22
370 SHS MICROCHIP TECHNOLOGY INC P   2018-02-26
500 SHS MICROSOFT CORP P   2018-03-09
60 SHS MICROSOFT CORP P 2012-01-05 2018-04-18
60 SHS NASDAQ INC COM P 2016-04-27 2018-03-09
35 SHS NORTHROP GRUMMAN CORP P 2016-04-12 2018-03-09
20 SHS NORTHROP GRUMMAN CORP P   2018-09-28
35 SHS NVIDIA CORP D 2016-12-29 2018-01-31
525 SHS PAYCHEX INC P   2018-03-08
110 SHS PEPSICO INC P   2018-03-09
85 SHS RAYTHEON CO P 2017-11-06 2018-03-09
25 SHS RAYTHEON CO P   2018-04-18
0.666 SHS RESIDEO TECHNOLOGIES INC P 2015-12-17 2018-11-13
2.667 SHS RESIDEO TECHNOLOGIES INC P 2015-12-17 2018-11-27
150 SHS SUNTRUST BANKS INC P 2017-01-24 2018-03-09
295 SHS SUNTRUST BANKS INC P 2017-01-24 2018-12-21
75 SHS THERMO FISHER SCIENTIFIC INC P 2013-02-05 2018-03-09
20 SHS THERMO FISHER SCIENTIFIC INC P 2012-11-21 2018-04-18
125 SHS UNITED TECHNOLOGIES CORP P   2018-03-09
35 SHS UNITED TECHNOLOGIES CORP P   2018-09-28
150 SHS VISA INC CLASS A SHARES D 2015-12-17 2018-03-09
30 SHS VISA INC CLASS A SHARES D 2015-12-17 2018-04-18
55 SHS WALT DISNEY COMPANY D 2015-12-17 2018-03-09
65 SHS 3M CO P 2010-07-07 2018-03-09
5.6 SHS ADVANSIX INC COM P 2005-06-15 2018-03-09
15 SHS AMGEN INC P 2001-01-01 2018-03-09
30 SHS AMGEN INC P 2001-01-01 2018-04-18
315 SHS EXXON MOBIL CORP P 2001-01-01 2018-03-09
14 SHS GARRETT MOTION INC P 2005-08-15 2018-11-27
6 SHS HOME DEPOT INC P 2009-03-25 2018-03-09
20 SHS HOME DEPOT INC P 2009-03-25 2018-04-18
85 SHS INTEL CORP P 2010-02-08 2018-03-09
115 SHS INTEL CORP P 2010-02-08 2018-04-18
110 SHS MICROCHIP TECHNOLOGY INC P 2009-04-30 2018-02-26
125 SHS MICROCHIP TECHNOLOGY INC P 2009-04-30 2018-03-09
400 SHS NIKE INC P 2008-10-14 2018-03-09
110 SHS NIKE INC P 2008-10-14 2018-04-18
215 SHS NIKE INC P   2018-07-31
233.333 SHS RESIDEO TECHNOLOGIES INC P 2005-06-15 2018-11-27
185 SHS STARBUCKS CORP P 2010-04-06 2018-03-09
355 SHS STARBUCKS CORP P 2010-04-06 2018-07-09
50 SHS AFFILIATED MANAGERS GROUP INC COM P 2018-03-20 2018-09-10
65 SHS AIR LEASE CORP CLASS A P 2018-03-22 2018-09-28
110 SHS ALBEMARLE CORP P 2018-03-20 2018-04-25
190 SHS BANK OZK COM P 2018-03-27 2018-08-20
270 SHS BORGWARNER INC P 2018-03-20 2018-10-22
85 SHS CORE LABORATORIES NV P 2018-03-22 2018-09-14
115 SHS EAGLE MATERIALS INC P 2018-03-27 2018-05-17
67.65 SHS FEDERATED GOVERNMENT OBLIGATIONS FD PREM P 2018-12-03 2018-12-28
125 SHS FORTUNE BRANDS HOME & SEC INC P 2018-03-20 2018-05-03
35 SHS GALLAGHER ARTHUR J & CO P 2018-04-02 2018-09-28
15 SHS HARRIS CORP P 2018-03-22 2018-09-28
35 SHS HEXCEL CORP P 2018-03-22 2018-09-28
20 SHS HILL-ROM HOLDINGS INC P 2018-04-11 2018-09-28
200 SHS HOLOGIC INC P 2018-03-20 2018-04-13
90 SHS INTERNATIONAL FLAVORS & FRAGRANCES INC P 2018-03-20 2018-05-17
125 SHS KEURIG DR PEPPER INC COM P 2018-04-17 2018-09-28
35 SHS LHC GROUP INC P 2018-04-25 2018-09-28
80 SHS MASCO CORP P 2018-04-02 2018-09-28
115 SHS ORBITAL ATK, INC. P 2018-04-17 2018-06-08
20 SHS PACKAGING CORP OF AMERICA P 2018-03-20 2018-09-28
25 SHS PERKINELMER INC P 2018-03-22 2018-09-28
115 SHS RED HAT INC P 2018-04-13 2018-10-29
15 SHS ROCKWELL COLLINS INC P 2018-04-11 2018-09-28
75 SHS ROCKWELL COLLINS INC P 2018-04-11 2018-11-28
50 SHS SEALED AIR CORP P 2018-04-02 2018-09-28
20 SHS SNAP-ON INC COM P 2018-04-11 2018-09-28
100 SHS SNAP-ON INC COM P 2018-04-11 2018-10-22
15 SHS TELEFLEX INC P 2018-05-03 2018-09-28
100 SHS TERADYNE INC P 2018-03-22 2018-09-28
330 SHS TERADYNE INC P   2018-12-13
.144 SHS UNITED TECHNOLOGIES CORP P 2018-11-28 2018-12-06
15 SHS UNIVERSAL HEALTH SERVICES INC P 2018-04-11 2018-09-28
30 SHS WOODWARD INC P 2018-03-27 2018-09-28
600 SHS VANGUARD EMERGING MARKETS STOCK IDX ETF P 2018-03-20 2018-08-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,878   19,415 -537
b 23,597   13,454 10,143
c 22,442   18,001 4,441
d 13,147   15,337 -2,190
e 14,393   9,360 5,033
12,165   12,278 -113
14,165   16,747 -2,582
11,259   9,807 1,452
4,924   4,086 838
1,113   1,244 -131
108,126   108,126 0
8,017   7,406 611
16,186   19,044 -2,858
4,701   4,540 161
12,720   14,527 -1,807
14,899   16,525 -1,626
19,772   8,050 11,722
13,417   5,535 7,882
9,706   8,811 895
9,968   8,350 1,618
15,878   10,933 4,945
6,583   3,065 3,518
191   60 131
7,832   9,797 -1,965
13,453   16,736 -3,283
17,309   6,439 10,870
10,024   4,485 5,539
20,768   6,868 13,900
8,875   6,805 2,070
9,017   5,444 3,573
12,722   8,946 3,776
3,026   2,176 850
2,879   1,080 1,799
4,601   6,170 -1,569
18,377   24,663 -6,286
15,823   10,009 5,814
8,197   8,401 -204
19,074   20,006 -932
11,990   6,709 5,281
27,724   11,676 16,048
4,999   2,335 2,664
11,549   5,478 6,071
7,635   3,165 4,470
24   21 3
20,171   19,409 762
17,188   2,327 14,861
13,077   3,221 9,856
3,734   947 2,787
13,748   5,918 7,830
11,901   7,916 3,985
5,186   3,243 1,943
11,992   6,448 5,544
8,374   6,076 2,298
22,168   23,314 -1,146
31,652   18,476 13,176
48,055   13,806 34,249
5,790   1,655 4,135
5,180   3,849 1,331
12,206   7,015 5,191
6,339   3,722 2,617
8,650   662 7,988
34,396   27,282 7,114
12,325   11,076 1,249
18,236   8,928 9,308
5,686   2,581 3,105
15   12 3
52   49 3
10,894   8,495 2,399
14,425   16,708 -2,283
16,257   5,521 10,736
4,407   1,226 3,181
16,647   12,687 3,960
4,890   3,157 1,733
18,645   2,808 15,837
3,740   562 3,178
5,734   2,575 3,159
15,604   5,197 10,407
243   28 215
2,832     2,832
5,260     5,260
23,366   662 22,704
165   55 110
905   119 786
3,599   474 3,125
4,410   1,677 2,733
6,213   2,269 3,944
9,410   1,821 7,589
12,304   2,069 10,235
26,523   5,899 20,624
7,297   1,622 5,675
16,602   3,167 13,435
453   156 297
10,778   2,265 8,513
17,627   4,346 13,281
7,157   9,459 -2,302
2,991   2,818 173
10,505   10,571 -66
7,734   8,985 -1,251
9,898   13,559 -3,661
9,290   9,126 164
12,227   11,975 252
68   68 0
6,797   7,616 -819
2,609   2,331 278
2,539   2,354 185
2,352   2,298 54
1,886   1,723 163
7,408   7,570 -162
11,267   12,194 -927
2,890   5,854 -2,964
3,593   2,649 944
2,920   3,104 -184
15,468   15,275 193
2,201   2,334 -133
2,433   1,905 528
19,574   18,265 1,309
2,100   2,008 92
10,660   10,038 622
2,005   2,084 -79
3,670   2,886 784
14,999   14,431 568
3,980   4,008 -28
3,696   4,838 -1,142
10,877   14,317 -3,440
17   19 -2
1,912   1,786 126
2,424   2,163 261
25,140   28,764 -3,624
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -537
b       10,143
c       4,441
d       -2,190
e       5,033
      -113
      -2,582
      1,452
      838
      -131
      0
      611
      -2,858
      161
      -1,807
      -1,626
      11,722
      7,882
      895
      1,618
      4,945
      3,518
      131
      -1,965
      -3,283
      10,870
      5,539
      13,900
      2,070
      3,573
      3,776
      850
      1,799
      -1,569
      -6,286
      5,814
      -204
      -932
      5,281
      16,048
      2,664
      6,071
      4,470
      3
      762
      14,861
      9,856
      2,787
      7,830
      3,985
      1,943
      5,544
      2,298
      -1,146
      13,176
      34,249
      4,135
      1,331
      5,191
      2,617
      7,988
      7,114
      1,249
      9,308
      3,105
      3
      3
      2,399
      -2,283
      10,736
      3,181
      3,960
      1,733
      15,837
      3,178
      3,159
      10,407
      215
      2,832
      5,260
      22,704
      110
      786
      3,125
      2,733
      3,944
      7,589
      10,235
      20,624
      5,675
      13,435
      297
      8,513
      13,281
      -2,302
      173
      -66
      -1,251
      -3,661
      164
      252
      0
      -819
      278
      185
      54
      163
      -162
      -927
      -2,964
      944
      -184
      193
      -133
      528
      1,309
      92
      622
      -79
      784
      568
      -28
      -1,142
      -3,440
      -2
      126
      261
      -3,624
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 407,801
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 389,105 1,790,662 0.217297
2016 400,376 1,505,136 0.266007
2015 510,393 1,430,188 0.356871
2014 912,188 1,339,334 0.681076
2013 920,711 1,177,611 0.781846
2
Total of line 1, column (d) .....................
2
2.303097
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.460619
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,916,323
5
Multiply line 4 by line 3......................
5
882,695
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,264
7
Add lines 5 and 6........................
7
886,959
8
Enter qualifying distributions from Part XII, line 4,.............
8
379,087
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,528
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,528
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,528
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,360
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 41
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 209
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILLIAM SCANLAN JR Telephone no.bullet (210) 224-4491

    Located atbullet112 E PECAN STREET SUITE 1240SAN ANTONIOTX ZIP+4bullet78205
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM SCANLAN JR TRUSTEE
    1.00     		0 0 0
    112 E PECAN STREET SUITE 1240
    SAN ANTONIO,TX78205
    JOHN MCALLEN SCANLAN TRUSTEE
    1.00     		0 0 0
    112 E PECAN STREET SUITE 1240
    SAN ANTONIO,TX78205
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,797,627
    b
    Average of monthly cash balances.......................
    1b
    147,799
    c
    Fair market value of all other assets (see instructions)................
    1c
    80
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,945,506
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,945,506
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    29,183
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,916,323
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    95,816
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    95,816
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,528
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,528
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    87,288
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    87,288
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    87,288
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    379,087
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    379,087
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    379,087
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 87,288
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 862,782
    b From 2014...... 846,554
    c From 2015...... 443,254
    d From 2016...... 327,982
    e From 2017...... 302,896
    fTotal of lines 3a through e........ 2,783,468
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 379,087
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 87,288
    e Remaining amount distributed out of corpus 291,799
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,075,267
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		862,782
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,212,485
    10 Analysis of line 9:
    a Excess from 2014.... 846,554
    b Excess from 2015.... 443,254
    c Excess from 2016.... 327,982
    d Excess from 2017.... 302,896
    e Excess from 2018.... 291,799
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WILLIAM SCANLAN JR
    JOHN MCALLEN SCANLAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILLIAM SCANLAN JR
    112 E PECAN STREET SUITE 1240
    SAN ANTONIO,TX78205
    (210) 224-4491
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER WITH DESCRIPTION OF ACTIVITIES AND AMOUNT REQUESTED. PROOF OF TAX EXEMPT STATUS MUST BE INCLUDED.
    cAny submission deadlines:
    NO DEADLINES, BUT RECOMMEND BEFORE OCTOBER OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS, BUT PREFERENCES FOR ENVIRONMENTAL AND EDUCATIONAL CONCERNS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACLU FOUNDATION OF NEW MEXICO
    PO BOX 566
    ALBUQUERQUE,NM87103     		NONE PC GENERAL PROGRAM FUND 50,000
    ACLU FOUNDATION OF TEXAS
    PO BOX 8306
    HOUSTON,TX77288     		NONE PC GENERAL PROGRAM FUND 50,000
    KIPP TEXAS PUBLIC SCHOOLS
    731 FREDERICKSBURG ROAD
    SAN ANTONIO,TX78201     		NONE PC GENERAL PROGRAM FUND 25,000
    KLRN
    PO BOX 9
    SAN ANTONIO,TX78291     		NONE PC PBS NEWS HOUR 19,968
    MAIN PLAZA CONSERVANCY
    111 SOLEDAD STREET SUITE 825
    SAN ANTONIO,TX78205     		NONE PC GENERAL PROGRAM FUND AND COVER PROFESSIONAL EXPENSES 1,057
    SAN ANTONIO PUBLIC LIBRARY FOUNDATION
    625 SHOOK AVE
    SAN ANTONIO,TX78212     		NONE PC SAN ANTONIO BOOK FAIR 25,000
    SAN ANTONIO-MEXICO FRIENDSHIP COUNCIL
    127 NAVARRO STREET
    SAN ANTONIO,TX78205     		NONE PC NOCHE DE AMISTAD EVENT 1,000
    SWEET BRIAR COLLEGE
    PO BOX 1057
    SWEET BRIAR,VA24595     		NONE PC GENERAL PROGRAM FUND 25,000
    TEXAS PUBLIC RADIO
    8401 DATAPOINT DRIVE SUITE 800
    SAN ANTONIO,TX78229     		NONE PC CAPITAL CAMPAIGN 20,000
    THE WITTE MUSEUM
    3801 BROADWAY
    SAN ANTONIO,TX78209     		NONE PC POLLINATOR GARDEN 15,000
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE PC MAVERICK LECTURE SERIES WITH EZRA KLEIN 39,360
    UNIVERSITY OF VIRGINA SCHOOL OF ARTS & SCIENCES
    PO BOX 5527
    CHARLOTTESVILLE,VA22905     		NONE PC JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND 100,000
    WILLIAM ALANSON WHITE INSTITUTE
    20 WEST 74TH STREET
    NEW YORK,NY10023     		NONE PC RIPPP SCHOLARSHIP FUND 6,000
    Total .................................bullet 3a 377,385
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,669  
    4 Dividends and interest from securities....     14 43,490  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 407,801  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 453,960 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    453,960
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    WILLIAM & SALOME MCALLEN SCANLAN
    FOUNDATION
    Employer identification number

    74-2697713
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    WILLIAM & SALOME MCALLEN SCANLAN
    FOUNDATION         		Employer identification number
    74-2697713
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MR WILLIAM SCANLAN JR  
    112 E PECAN STREET SUITE 1240
     
    SAN ANTONIO, TX78205

    		$ 246,026


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    WILLIAM & SALOME MCALLEN SCANLAN
    FOUNDATION         		Employer identification number

    74-2697713
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    WILLIAM & SALOME MCALLEN SCANLAN
    FOUNDATION         		Employer identification number

    74-2697713
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    WILLIAM & SALOME MCALLEN SCANLAN
     
    FOUNDATION
    EIN:
    74-2697713
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,525 4,894 0 1,631

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WILLIAM & SALOME MCALLEN SCANLAN
     
    FOUNDATION
    EIN:
    74-2697713
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK - ARGENT TRUST #0853 504,024 959,378
    CORPORATE STOCK - ARGENT TRUST #0863 504,205 448,264
    CORPORATE STOCK - ARGENT TRUST #0873 194,148 159,521

    TY 2018 LegalFeesSchedule
    Name:
    WILLIAM & SALOME MCALLEN SCANLAN
     
    FOUNDATION
    EIN:
    74-2697713
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & PROFESSIONAL FEES 106 53 0 53


    TY 2018 OtherDecreasesSchedule
    Name:
    WILLIAM & SALOME MCALLEN SCANLAN
     
    FOUNDATION
    EIN:
    74-2697713
    Description Amount
    PRIOR PERIOD BASIS ADJUSTMENT 301
    PRIOR PERIOD ADJUSTMENT 3,647


    TY 2018 OtherExpensesSchedule
    Name:
    WILLIAM & SALOME MCALLEN SCANLAN
     
    FOUNDATION
    EIN:
    74-2697713
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 36 18 0 18


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WILLIAM & SALOME MCALLEN SCANLAN
     
    FOUNDATION
    EIN:
    74-2697713
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 9,903 9,903 0 0
    AGENCY FEES 1,588 1,588 0 0


    TY 2018 TaxesSchedule
    Name:
    WILLIAM & SALOME MCALLEN SCANLAN
     
    FOUNDATION
    EIN:
    74-2697713
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 1,350 1,350 0 0
    FOREIGN TAXES 455 455 0 0