WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WILLIAM AND SALOME SCANLAN FOUNDATION (EIN 74-2697713)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-14
IRS object ID: 201323189349101622
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T17:02:39-06:00	Timestamp
Tax Period End Date	2012-12-31	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 AVE 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	2012-01-01	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	2013-11-12	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	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	994937	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	766865	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	149	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	149	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	23143	DividendsRevAndExpnss
Dividends Net Invst Incm	23143	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	156151	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	823527	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	156151	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	348	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	348	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	0	OtherIncomeAdjNetIncm
Total Revenue And Expenses	946656	TotalRevenueAndExpenses
Total Net Investment Income	179791	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	3900	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1950	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	1950	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	6869	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	6869	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	0	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1547	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	332	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	172	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	160	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	12648	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	8991	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2110	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1134890	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1134890	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1147538	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	8991	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	1137000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-200882	ExcessOfRevenueOverExpenses
Net Investment Income	170800	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	80249	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	34620	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	34620	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	2	AccountsReceivable
Accounts Receivable BOY	3	AccountsReceivableBOY
Accounts Receivable EOY	2	AccountsReceivableEOY
Accounts Receivable EOYFMV	2	AccountsReceivableEOYFMV
Investments Corp Stock BOY	913224	InvestmentsCorpStockBOY
Investments Corp Stock EOY	756909	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	960315	InvestmentsCorpStockEOYFMV
Total Assets BOY	993476	TotalAssetsBOY
Total Assets EOY	791531	TotalAssetsEOY
Total Assets EOYFMV	994937	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	52172	RetainedEarningsBOY
Retained Earnings EOY	-149773	RetainedEarningsEOY
Total Net Assets BOY	993476	TotalNetAssetsBOY
Total Net Assets EOY	791531	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	993476	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	791531	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	993476	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-200882	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	792594	Subtotal
Other Decreases	1063	OtherDecreases
Total Net Assets Fund Balances EOY	791531	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (97 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
410 SHS AGILENT TECHNOLOGIES INC	P	2012-02-14	2012-09-07	15116	18596	-3480	-3480
40 SHS ALLERGAN INC UNITED STATES	P	2011-03-31	2012-12-10	3685	2801	884	884
40 SHS AMGEN INC	P	2011-12-27	2012-12-10	3549	2498	1051	1051
90 SHS AMGEN INC	P	2011-12-27	2012-11-07	7792	5620	2172	2172
15 SHS APPLE COMPUTER INC	P	2007-01-10	2012-11-07	8756	1292	7464	7464
20 SHS APPLE COMPUTER INC	P	2007-01-10	2012-12-05	11666	1364	10302	10302
40 SHS APPLE COMPUTER INC	P	2007-01-10	2012-09-07	26690	3805	22885	22885
50 SHS APPLE COMPUTER INC	P	2006-08-04	2012-09-07	33363	4756	28607	28607
370 SHS BAXTER INTL INC	P	2011-10-04	2012-01-10	18404	20986	-2582	-2582
100 SHS BOEING CO	P	2011-09-06	2012-04-05	7507	6710	797	797
230 SHS BOEING CO	P	2011-05-13	2012-04-05	17265	18447	-1182	-1182
150 SHS BORGWARNER INC	P	2009-08-18	2012-09-07	10248	4508	5740	5740
250 SHS BORGWARNER INC	P	2009-07-02	2012-09-07	17080	8274	8806	8806
110 SHS BROADCOM CORP CL A	P	2010-03-16	2012-12-10	3533	3899	-366	-366
40 SHS CATERPILLAR	P	2010-05-17	2012-12-10	3437	2580	857	857
60 SHS CATERPILLAR	P	2010-05-17	2012-09-07	4994	3871	1123	1123
65 SHS CATERPILLAR	P	2010-05-17	2012-11-07	5589	4193	1396	1396
440 SHS CHECK POINT SOFTWARE TECHNOLOGIES	P	2011-05-27	2012-06-28	21345	23375	-2030	-2030
120 SHS COACH INC	P	2011-06-28	2012-09-07	6888	7149	-261	-261
100 SHS COMCAST CORP	P	2012-07-24	2012-12-10	3684	3262	422	422
65 SHS COVIDIEN PLC	P	2011-12-07	2012-12-10	3728	3027	701	701
95 SHS COVIDIEN PLC	P	2011-12-07	2012-09-07	5294	4424	870	870
555 SHS CSX CORP	P	2010-07-21	2012-03-15	11481	9421	2060	2060
600 SHS CSX CORP	P	2010-04-30	2012-03-15	12412	11478	934	934
80 SHS CVS CAREMARK CORP	P	2012-02-14	2012-12-10	3672	3457	215	215
85 SHS CVS CAREMARK CORP	P	2012-02-14	2012-11-07	3957	3673	284	284
90 SHS DANAHER CORP DE	P	2012-02-29	2012-07-24	4504	4814	-310	-310
375 SHS DANAHER CORP DE	P	2011-01-21	2012-07-24	18767	17511	1256	1256
85 SHS DUPONT DE NEMOURS	P	2011-03-31	2012-12-10	3611	4600	-989	-989
110 SHS EMC CORP	P	2011-01-06	2012-11-07	2735	2598	137	137
150 SHS EMC CORP	P	2011-01-06	2012-12-10	3732	3543	189	189
65 SHS EXXON MOBIL CORP	P	2000-07-26	2012-09-07	5652	2512	3140	3140
70 SHS EXXON MOBIL CORP	P	2000-07-26	2012-11-07	6308	2705	3603	3603
75 SHS EXXON MOBIL CORP	P	2000-07-26	2012-12-05	6586	2898	3688	3688
600 SHS FIDELITY NATIONAL INFORMATION SERVICES	P	2012-03-02	2012-08-09	18766	18918	-152	-152
55 SHS GENUINE PARTS CO	P	2010-07-26	2012-12-10	3516	2012	1504	1504
40 SHS GENUINE PARTS CO	P	2012-09-04	2012-02-22	2485	2494	-9	-9
45 SHS GENUINE PARTS CO	P	2010-07-26	2012-09-07	2796	2362	434	434
250 SHS HALLIBURTON CO HOLDINGS CO	P	2009-12-16	2012-09-07	8060	7505	555	555
400 SHS HALLIBURTON CO HOLDINGS CO	P	2005-07-25	2012-09-07	12896	11034	1862	1862
75 SHS HOME DEPOT	P	2009-03-25	2012-11-07	4674	1790	2884	2884
150 SHS HOME DEPOT	P	2009-05-20	2012-12-05	9714	3579	6135	6135
425 SHS HOME DEPOT	P	2009-03-25	2012-09-07	24078	10516	13562	13562
60 SHS HONEYWELL INC.	P	2005-03-09	2012-12-10	3679	2314	1365	1365
170 SHS INTERNATIONAL FLAVORS & FRAGRANCES INC	P	2011-05-06	2012-02-13	9491	10714	-1223	-1223
225 SHS INTERNATIONAL FLAVORS & FRAGRANCES INC	P	2010-12-02	2012-02-13	12562	12230	332	332
335 SHS INTERNATIONAL PAPER CO	P	2012-01-06	2012-06-21	9661	10042	-381	-381
420 SHS INTERNATIONAL PAPER CO	P	2011-07-12	2012-06-21	12112	12795	-683	-683
355 SHS JOHNSON CONTROLS INC	P	2011-09-07	2012-07-24	9222	11162	-1940	-1940
500 SHS JOHNSON CONTROLS INC	P	2010-10-20	2012-07-24	12989	16864	-3875	-3875
105 SHS KLA-TENCOR CORP	P	2010-02-23	2012-11-07	5025	3067	1958	1958
125 SHS MICROCHIP TECHNOLOGY INC	P	2006-07-12	2012-12-10	3709	4132	-423	-423
170 SHS MICROCHIP TECHNOLOGY INC	P	2006-07-12	2012-11-07	5437	5620	-183	-183
210 SHS MICROCHIP TECHNOLOGY INC	P	2006-07-12	2012-09-07	7196	7161	35	35
150 SHS MICROSOFT CORP	P	2012-01-10	2012-12-10	3988	4496	-508	-508
165 SHS MICROSOFT CORP	P	2012-01-10	2012-11-07	4869	4945	-76	-76
40 SHS MONSANTO CO	P	2011-07-13	2012-12-10	3579	3000	579	579
50 SHS MONSANTO CO	P	2011-07-13	2012-11-07	4279	3750	529	529
60 SHS MONSANTO CO	P	2011-07-13	2012-09-07	5209	4500	709	709
50 SHS NATIONAL OILWELL VARCO INC	P	2010-12-02	2012-12-10	3421	3973	-552	-552
35 SHS NIKE INC CL B	P	2008-10-14	2012-12-10	3407	2065	1342	1342
50 SHS NIKE INC CL B	P	2008-10-14	2012-11-07	4747	2950	1797	1797
60 SHS NOVARTIS AG ADR	P	2011-12-22	2012-12-10	3734	3388	346	346
80 SHS NOVARTIS AG ADR	P	2011-12-22	2012-11-07	4852	4517	335	335
45 SHS OCCIDENTAL PETROLEUM CORP	P	2010-04-20	2012-09-07	3782	3929	-147	-147
255 SHS OCCIDENTAL PETROLEUM CORP	P	2010-04-20	2012-12-27	19862	22265	-2403	-2403
200 SHS ORACLE CORP	P	2010-07-22	2012-01-06	5290	4873	417	417
600 SHS ORACLE CORP	P	2010-02-09	2012-01-06	15870	14082	1788	1788
45 SHS PARKER-HANNIFIN CORP	P	2010-03-10	2012-12-10	3720	2859	861	861
50 SHS PEPSICO INC.	P	2004-02-04	2012-02-24	3157	2403	754	754
100 SHS PEPSICO INC.	P	2004-09-13	2012-02-24	6313	5100	1213	1213
345 SHS PEPSICO INC.	P	2001-07-26	2012-02-24	21781	13296	8485	8485
35 SHS PRAXAIR INC	P	2010-07-01	2012-12-10	3698	2660	1038	1038
40 SHS PRAXAIR INC	P	2010-07-01	2012-11-07	4384	3277	1107	1107
500 SHS PROGRESSIVE CORP	P	2012-04-09	2012-06-21	10344	11498	-1154	-1154
615 SHS REPUBLIC SERVICES INC	P	2012-03-16	2012-05-07	16766	18848	-2082	-2082
55 SHS SAP AG ADR	P	2011-04-12	2012-12-10	4346	3455	891	891
65 SHS SAP AG ADR	P	2011-04-12	2012-11-07	4748	4083	665	665
50 SHS SCHLUMBERBER LTD	P	2010-09-02	2012-12-10	3557	2807	750	750
80 SHS SCHLUMBERBER LTD	P	2010-09-02	2012-11-07	5504	5989	-485	-485
55 SHS SIGMA ALDRICH CORP	P	2010-05-12	2012-11-07	3843	3801	42	42
5 SHS SIGMA ALDRICH CORP	P	2011-05-06	2012-11-23	351	346	5	5
55 SHS SIGMA ALDRICH CORP	P	2011-05-06	2012-11-23	3864	3133	731	731
245 SHS SIGMA ALDRICH CORP	P	2010-05-12	2012-11-23	17210	13955	3255	3255
65 SHS STARBUCKS CORP	P	2010-04-06	2012-11-07	3322	1591	1731	1731
170 SHS STARBUCKS CORP	P	2010-04-06	2012-09-07	8347	4314	4033	4033
180 SHS STARBUCKS CORP	P	2010-04-06	2012-12-05	9276	4407	4869	4869
75 SHS STARWOOD HOTELS & RESORTS WORLDWIDE INC	P	2011-12-02	2012-12-10	3970	3428	542	542
95 SHS STARWOOD HOTELS & RESORTS WORLDWIDE INC	P	2011-12-02	2012-11-07	4919	4343	576	576
330 SHS TE CONNECTIVITY LTD	P	2011-07-12	2012-01-31	11456	12691	-1235	-1235
40 SHS THREE M COMPANY	P	2010-07-07	2012-12-10	3629	3198	431	431
230 SHS TIFFANY & CO	P	2011-06-27	2012-03-22	15605	17872	-2267	-2267
300 SHS UNITED PARCEL SERVICE	P	2010-05-18	2012-09-07	22029	19713	2316	2316
45 SHS UNITED TECHNOLOGIES CORP	P	2011-05-18	2012-12-10	3615	4018	-403	-403
125 SHS VF CORP	P	2012-05-08	2012-09-07	18950	19363	-413	-413
25 SHS VISA INC CL	P	2010-08-10	2012-12-10	3681	1875	1806	1806
350 SHS XILINX INC	P	2010-03-02	2012-03-02	13155	9362	3793	3793

Field	Value	IRS element (for citing)
Capital Gain Net Income	156151	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	773046	QualifyingDistributionsYear1
Noncharitable Assets Year1	1178134	NoncharitableAssetsYear1
Distribution Ratio Year1	0.656161	DistributionRatioYear1
Qualifying Distributions Year2	925591	QualifyingDistributionsYear2
Noncharitable Assets Year2	1042501	NoncharitableAssetsYear2
Distribution Ratio Year2	0.887856	DistributionRatioYear2
Qualifying Distributions Year3	722714	QualifyingDistributionsYear3
Noncharitable Assets Year3	920930	NoncharitableAssetsYear3
Distribution Ratio Year3	0.784765	DistributionRatioYear3
Qualifying Distributions Year4	1734584	QualifyingDistributionsYear4
Noncharitable Assets Year4	1085159	NoncharitableAssetsYear4
Distribution Ratio Year4	1.598461	DistributionRatioYear4
Qualifying Distributions Year5	1325921	QualifyingDistributionsYear5
Noncharitable Assets Year5	1167978	NoncharitableAssetsYear5
Distribution Ratio Year5	1.135228	DistributionRatioYear5
Total Distribution Ratio	5.062471	TotalDistributionRatio
Average Distribution Ratio	1.012494	AverageDistributionRatio
Net Noncharitable Assets	1159418	NetNoncharitableAssets
Adjusted Noncharitable Assets	1173904	AdjustedNoncharitableAssets
One Percent Net Investment Income	1708	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1175612	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1137000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	3416	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	3416	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	3416	TaxBasedOnInvestmentIncome
Tax Paid With Extension	4400	TaxPaidWithExtension
Total Credits And Payments	4400	TotalCreditsAndPayments
Penalty For Underpayment	30	PenaltyForUnderpayment
Overpayment	954	Overpayment
Amount Credited To Next Year	954	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

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	1110581	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	66493	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1177074	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1177074	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	17656	CashDeemedCharitable
Net Noncharitable Assets	1159418	NetNoncharitableAssets
Minimum Investment Return	57971	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	57971	MinimumInvestmentReturn
Tax Based On Investment Income	3416	TaxBasedOnInvestmentIncome
Total Tax	3416	TotalTax
Distributable Amount Before Adj	54555	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	54555	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	54555	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1137000	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1137000	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1137000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	54555	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	1267892	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	1680752	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	676973	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	873802	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	715456	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	5214875	TotalExcessDistriCarryover
Qualifying Distributions	1137000	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	54555	AppliedToCurrentYear
Remaining Distri From Corpus	1082445	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	6297320	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	1267892	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	5029428	ExcessDistriCyovToNextYear
Excess From Year4	1680752	ExcessFromYear4
Excess From Year3	676973	ExcessFromYear3
Excess From Year2	873802	ExcessFromYear2
Excess From Year1	715456	ExcessFromYear1
Excess From Current Year	1082445	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 EDUCATIONAL CONCERNS.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 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	78711	NONE	IMMIGRANTS' RIGHTS ALONG THE BORDER PROJECT	$150,000
ATTICUS CIRCLE
515 CONGRESS AVE SUITE 1320	AUSTIN	TX	78701	NONE	ANNUAL FUND	$500
AUSTIN INTERNATIONAL SCHOOL
12001 OAK KNOLL DRIVE	AUSTIN	TX	78759	NONE	ANNUAL FUND DRIVE	$300
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
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DR STE 100	COLUMBIA	MD	21046	NONE	GENERAL PROGRAM FUND	$1,000
GIRL SCOUTS OF SOUTHWEST TEXAS
811 N COKER LOOP	SAN ANTONIO	TX	78216	NONE	GENERAL PROGRAM FUND	$500
GIRLS INC OF SANTA FE
301 HILLSIDE AVENUE	SANTA FE	NM	87501	NONE	GENERAL PROGRAM FUND	$5,000
GOOD SAMARITAN COMMUNITY SERVICES
1600 SALTILLO	SAN ANTONIO	TX	78207	NONE	GENERAL PROGRAM FUND	$500
GOODWILL INDUSTRIES
406 W COMMERCE	SAN ANTONIO	TX	78207	NONE	BUILDING BRIDGES CAMPAIGN	$25,000
HEALY-MURPHY CENTER
618 LIVE OAK	SAN ANTONIO	TX	78202	NONE	YOUNG JOUNALIST PROGRAM	$4,500
KLRN
501 BROADWAY	SAN ANTONIO	TX	78215	NONE	NEWS HOUR WITH JIM LEHRER	$76,640
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	LEADERSHIP CIRCLE	$2,500
LONG CENTER FOR THE PERFORMING ARTS
PO BOX 301449	AUSTIN	TX	78703	NONE	GENERAL PROGRAM FUND	$1,000
MAIN PLAZA CONSERVANCY
111 SOLEDAD STREET SUITE 825	SAN ANTONIO	TX	78205	NONE	GENERAL PROGRAM FUND	$239,405
MCNAY ART MUSEUM
PO BOX 6069	SAN ANTONIO	TX	78209	NONE	ESTAMPAS DE LA RAZA: CONTEMPORARY PRINTS FROM THE ROMO COLLECTION	$25,000
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
OBLATE SCHOOL OF THEOLOGY
285 OBLATE DRIVE	SAN ANTONIO	TX	78216	NONE	BUILDING ON FAITH CAMPAIGN	$20,000
OLD SPANISH MISSIONS INC
PO BOX 7804	SAN ANTONIO	TX	78207	NONE	SPONSORSHIP GALA	$25,000
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	PUBLIC AFFAIRS DINNER	$10,000
SAN ANTONIO MUSEUM OF ART
200 WEST JONES AVE	SAN ANTONIO	TX	78215	NONE	APHRODITE	$50,000
SAN ANTONIO MUSEUM OF ART
200 WEST JONES AVE	SAN ANTONIO	TX	78215	NONE	ANNUAL FUND	$1,000
SAN PEDRO PLAYHOUSE
PO BOX 12356	SAN ANTONIO	TX	78212	NONE	GENERAL PROGRAM FUND	$1,000
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	FALL FIESTA SPONSORSHIP & ESTABLISHMENT OF BRIDGE LO	$5,000
SITE SANTA FE EDUCATION PROGRAM
1606 PASEO DE PERALTA	SANTA FE	NM	87501	NONE	BACK TO SCHOOL EDUCATION DRIVE	$10,000
SOMOS UN PUEBLO UNIDO
1804 ESPINACITAS STREET	SANTA FE	NM	87505	NONE	GENERAL PROGRAM FUND	$5,000
SOUTHWEST SCHOOL OF ART
300 AUGUSTA STREET	SAN ANTONIO	TX	78205	NONE	GENERAL PROGRAM FUND	$16,666
ST ANDREW'S EPISCOPAL SCHOOL
1112 WEST 31ST STREET	AUSTIN	TX	78705	NONE	ANNUAL FUND	$250
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
332 N LAUDERDALE	MEMPHIS	TN	38105	NONE	TO HONOR REBECCA SKINNER	$2,500
ST STEPHEN'S EPISCOPAL SCHOOL
2900 BUNNY RUN	AUSTIN	TX	78746	NONE	ANNUAL FUND	$5,000
ST LUKE'S EPISCOPAL CHURCH
11 SAINT LUKES LANE	SAN ANTONIO	TX	78209	NONE	THIRD PRIEST FUND	$16,000
TEXAS PUBLIC RADIO
8401 DATAPOINT DRIVE SUITE 800	SAN ANTONIO	TX	78229	NONE	SPRING ON-AIR CHALLENGE GRANT	$7,500
THE FOOD DEPOT
1222 SILER ROAD	SANTA FE	NM	87507	NONE	BUILDING HOPE PROJECT	$5,000
THE MOSAIC PROJECT
580 GRAND AVENUE STE 303	OAKLAND	CA	94610	NONE	GENERAL PROGRAM FUND	$5,000
THE NATURE CONSERVANCY
200 E GRAYSON STREET STE 202	SAN ANTONIO	TX	78215	NONE	GENERAL PROGRAM FUND	$1,000
THE NATURE CONSERVANCY
212 EAST MARCY STREET	SANTA FE	NM	87501	NONE	NM GENERAL PROGRAM FUND	$2,500
THE TEXAS TRIBUNE
823 CONGRESS AVE SUITE 210	AUSTIN	TX	78701	NONE	FOUNDING INVESTOR PLEDGE	$1,000
TRINITY EPISCOPAL SCHOOL
3901 BEE CAVE ROAD	AUSTIN	TX	78746	NONE	ANNUAL FUND	$250
TRINITY UNIVERSITY
ONE TRINITY PLACE	SAN ANTONIO	TX	78212	NONE	MAURY MAVERICK JR. LECTURE SERIES	$20,845
UNIVERSITY OF INCARNATE WORD
4301 BROADWAY	SAN ANTONIO	TX	78209	NONE	FINE ARTS	$25,000
UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE	SAN ANTONIO	TX	78249	NONE	MEXICO CENTER	$46,000
UNIVERSITY OF TEXAS SAN ANTONIO
ONE UTSA CIRCLE	SAN ANTONIO	TX	78249	NONE	ANNUAL SCHOLARSHIP FUND	$30,000
UNIVERSITY OF VIRGINIA OFFICE OF UNIVERSITY DEVELOPMENT
400 RAY C HUNT DRIVE	CHARLOTTESVILLE	VA	22904	NONE	JULIAN BISHKO EMINENT SCHOLAR ENDOWMENT FUND	$100,000
WESLEYAN UNIVERSITY
318 HIGH STREET	MIDDLETOWN	CT	06459	NONE	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	1134890	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	$149	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$23,143	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$348	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$156,151	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$179,791	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	179791	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	Noncash Contribution TypeNoncashContributionType
1	MR MRS KEN CHO	1115 WILD BASIN LEDGE	AUSTIN	TX	78746	5000	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	75000	X
4	MR WILLIAM SCANLAN JR	112 E PECAN STREET SUITE 3000	SAN ANTONIO	TX	78205	676865	X	X

Noncash Property NoncashProperty

Field	Value	IRS element (for citing)
Contributor Number From Part I	4	ContributorNumberFromPartI
Noncash Property Description	PUBLICLY TRADED SECURITIES	NoncashPropertyDescription
Fair Market Value	227600	FairMarketValue
Date Received	2012-12-05	DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$3,900	Amount
Net Investment Income	1950	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	1950	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCK - THE TRUST COMPANY	NameOfStock
EOY Book Value	756909	EOYBookValue
EOYFMV	960315	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	SECURITY BASIS ADJUSTMENT	Description
Amount	$1,063	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT FEES	9	9	0
BANK CHARGES	135	68	67
CONTRACT LABOR	173	87	86
POSTAGE	15	8	7

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	INCOME- JUNIPER SETTLEMENT	Description
Revenue And Expenses Per Books	348	RevenueAndExpensesPerBooks
Net Investment Income	348	NetInvestmentIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
INVESTMENT ADVISORY FEES	$5,701	5701
CUSTODIAL FEES- TTC	$897	897
MANAGEMENT FEES	$271	271

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	$289	0	0	0
EXCISE TAXES	$1,258	0	0	0

WILLIAM AND SALOME SCANLAN FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (97 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (4 entries)

Noncash Property NoncashProperty

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (4 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments