Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)40 NE LOOP 410 SUITE 200   Room/suite
City or town, state, and ZIP code
SAN ANTONIO, TX78216
A Employer identification number

52-2380006
B Telephone number (see page 10 of the instructions)

(210) 342-8000
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,619,587J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 page 11 of the 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) 57,500
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 61,604 61,604  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,042
b Gross sales price for all assets on line 6a 1,073,164
7 Capital gain net income (from Part IV, line 2)... 109,042
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)....... Click to see attachment 1,389 1,389  
12 Total. Add lines 1 through 11........ 229,535 172,035  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 20,950 10,475   10,475
c Other professional fees (attach schedule).... Click to see attachment 23,879 23,879   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 3,225 485   0
19 Depreciation (attach schedule) and depletion... 178 178  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 98 0   98
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,330 35,017   10,573
25 Contributions, gifts, grants paid........ 95,255 95,255
26 Total expenses and disbursements. Add lines 24 and 25 143,585 35,017   105,828
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 85,950
b Net investment income (if negative, enter -0-) 137,018
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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.......... 120,212 160,864 160,864
3 Accounts receivable bullet64
Less: allowance for doubtful accounts bullet   70 64 64
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 page 15 of the
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........... 1,426    
10a Investments—U.S. and state government obligations (attach schedule) 344,528 Click to see attachment344,385 358,823
b Investments—corporate stock (attach schedule)........ 1,415,183 Click to see attachment1,524,497 1,851,415
c Investments—corporate bonds (attach schedule)........ 283,081 Click to see attachment222,869 233,619
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 18,304 Click to see attachment17,383 14,802
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) 2,182,804 2,270,062 2,619,587
Liabilities 17 Accounts payable and accrued expenses..........   1,308
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 1,308
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 2,182,804 2,182,804
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 85,950
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,182,804 2,268,754
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,182,804 2,270,062
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 2,182,804
2 Enter amount from Part I, line 27a...................... 2 85,950
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,268,754
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 2,268,754
Form 990-PF (2010)
Form 990-PF (2010)
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 PUBLICLY TRADED SECURITIES BRINKER ST P    
b PUBLICLY TRADED SECURITIES BRINKER LT P    
c PUBLICLY TRADED SECURITIES FNB P    
d PUBLICLY TRADED SECURITIES FNB P    
e LITIGATION PROCEEDS MERRILL LYNCH P    
(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 681,580   613,298 68,282
b 115,830   99,190 16,640
c 64,977   65,192 -215
d 210,417   186,442 23,975
e 360     360
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       68,282
b       16,640
c       -215
d       23,975
e       360
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 2 109,042
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 pages 13 and 17 of the 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 page 18 of the 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))
2009 123,215 2,132,023 0.057793
2008 371,272 2,375,704 0.156279
2007 260,021 2,646,526 0.098250
2006 159,502 1,701,514 0.093741
2005 130,114 1,642,239 0.079230
2 Total of line 1, column (d) ...................... 2 0.485293
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.097059
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 2,374,862
5 Multiply line 4 by line 3....................... 5 230,502
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,370
7 Add lines 5 and 6......................... 7 231,872
8 Enter qualifying distributions from Part XII, line 4.............. 8 105,828
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 on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,740
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 2,740
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 2,740
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,429
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,429
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,689
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet1,689 Refunded Bullet 11 0
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 page 19 of
the 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 page 19 of the
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? 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
    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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    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 ofbulletRUTH EILENE BUTLER SULLIVAN Telephone no.bullet (210) 342-8000
    Located atbullet40 N E LOOP 410 SUITE 200SAN ANTONIOTX ZIP+4bullet78216
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    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 page 20 of the instructions)?...
    1b
     
    No
    .........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 2010?.............
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    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 page 20 of the 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 2010 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 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (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 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the 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 page 22 of the 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
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    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 page 22 of the 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
    RUTH EILENE BUTLER SULLIVAN PRESIDENT
    1.00     		0 0 0
    40 N E LOOP 410 SUITE 200
    SAN ANTONIO,TX78216
    JAMES W GORMAN DIRECTOR
    1.00     		0 0 0
    7373 BROADWAY
    SAN ANTONIO,TX78209
    RUTH EILENE SULLIVAN DIRECTOR
    10.00     		0 0 0
    40 N E LOOP 410 SUITE 200
    SAN ANTONIO,TX78216
    DANIEL J SULLIVAN V DIRECTOR
    1.00     		0 0 0
    40 N E LOOP 410 SUITE 200
    SAN ANTONIO,TX78216
    VINCENT P SULLIVAN TREASURER, SECRETARY
    1.00     		0 0 0
    40 N E LOOP 410 SUITE 200
    SAN ANTONIO,TX78216
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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
    3 Five highest-paid independent contractors for professional services (see page 23 of the 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
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    2,313,538
    b
    Average of monthly cash balances.......................
    1b
    97,489
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,411,027
    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
    2,411,027
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    36,165
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,374,862
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    118,743
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    118,743
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,740
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,740
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,003
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    116,003
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    116,003
    Part XII
    Qualifying Distributions (see page 25 of the 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
    105,828
    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
    105,828
    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 page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    105,828
    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 (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 116,003
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 50,432
    b From 2006....... 78,798
    c From 2007....... 132,921
    d From 2008....... 253,269
    e From 2009....... 17,434
    fTotal of lines 3a through e......... 532,854
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 105,828
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 105,828
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 10,175 10,175
    (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 5 522,679
    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 page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		40,257
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		482,422
    10 Analysis of line 9:
    a Excess from 2006.... 78,798
    b Excess from 2007.... 132,921
    c Excess from 2008.... 253,269
    d Excess from 2009.... 17,434
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the 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 2010, 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) 2010 (b) 2009 (c) 2008 (d) 2007
             
    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 organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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).)
    RUTH EILENE BUTLER SULLIVAN
    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 of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    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
    ALZHEIMER ASSOCIATION
    7400 LOUIS PASTEUR STE 200
    SAN ANTONIO,TX78229     		N/A PUBLIC UNRESTRICTED 50
    AMERICAN CANCER SOCIETY
    8115 DATAPOINT DRIVE
    SAN ANTONIO,TX78229     		N/A PUBLIC UNRESTRICTED 50
    ANY BABY CAN SAN ANTONIO
    217 HOWARD
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 120
    BROOKS COUNTY FAIR ASSOCIATION
    P O BOX 835
    FALFURRIAS,TX78355     		N/A PUBLIC UNRESTRICTED 1,000
    CANCER CENTER COUNCIL
    7979 WURZBACH RD
    SAN ANTONIO,TX78229     		N/A PUBLIC UNRESTRICTED 40
    CASCIA HALL PREPARATORY SCHOOL
    2520 SOUTH YORKTOWN AVE
    TULSA,OK741142803     		N/A PUBLIC UNRESTRICTED 100
    CATHOLIC TELEVISION OF SAN ANTONIO
    2718 W WOOODLAWN
    SAN ANTONIO,TX78228     		N/A PUBLIC UNRESTRICTED 100
    CHARITY BALL ASSOCIATION
    P O BOX 6708
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 400
    CHARITY BALL ASSOCIATION
    P O BOX 6708
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 50
    CHRIST EPISCOPAL CHURCH
    510 BELKNAP PL
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    COIL
    12414 NACOGDOCHES STE 150
    SAN ANTONIO,TX78217     		N/A PUBLIC UNRESTRICTED 100
    COMMUNITIES IN SCHOOLS
    1616 E COMMERCE BLDG 1
    SAN ANTONIO,TX78205     		N/A PUBLIC UNRESTRICTED 25
    CRISTO REY NEW YORK HIGH SCHOOL
    112 EAST 106TH STREET
    SAN ANTONIO,NY10029     		N/A PUBLIC UNRESTRICTED 1,000
    CROSSPOINT CAPITAL CAMPAIGN
    225 E LOCUST
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 25,000
    CTRC AT UTHSCSA-CABINET
    7703 FLOYD CURL DRIVE MC 7835
    SAN ANTONIO,TX782299674     		N/A PUBLIC UNRESTRICTED 1,000
    CTRC AT UTHSCSA-CABINET
    7703 FLOYD CURL DRIVE MC 7835
    SAN ANTONIO,TX782299674     		N/A PUBLIC UNRESTRICTED 1,000
    EPISCOPAL DIOCESE OF WEST TEXAS
    P O BOX 6885
    SAN ANTONIO,TX78209     		N/A PUBLIC WORLD MISSION DIVISION SUDANESE SUNRISE FUND 500
    ECUMENICAL CENTER FOR RELIGION & HEALTH
    8310 EWING HALSELL DRIVE
    SAN ANTONIO,TX78229     		N/A PUBLIC UNRESTRICTED 100
    FAMILY SERVICES ASSOCIATION
    702 SAN PEDRO
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    FAMILY SERVICES ASSOCIATION
    702 SAN PEDRO
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    FAMILY SERVICES ASSOCIATION
    702 SAN PEDRO
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 1,000
    FAMILY SERVICES ASSOCIATION
    702 SAN PEDRO
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    FIRST PRESBYTERIAN CHURCH
    404 N ALAMO STREET
    SAN ANTONIO,TX78205     		N/A PUBLIC UNRESTRICTED 50
    FRIENDS OF HOSPICE SAN ANTONIO
    P O BOX 40487
    SAN ANTONIO,TX782294087     		N/A PUBLIC UNRESTRICTED 100
    HEALY MURPHY CENTER
    618 LIVE OAK STREET
    SAN ANTONIO,TX78202     		N/A PUBLIC UNRESTRICTED 1,000
    HISTORICAL CENTRE FOUNDATION
    P O BOX 831078
    SAN ANTONIO,TX782831078     		N/A PUBLIC UNRESTRICTED 50
    HUMANE SOCIETY OF BEXAR COUNTY
    4804 FREDERICKSBURG ROAD
    SAN ANTONIO,TX78229     		N/A PUBLIC UNRESTRICTED 50
    KIPP ASPIRE ACADEMY INC
    735 FREDERICKSBURG RD
    SAN ANTONIO,TX78201     		N/A PUBLIC UNRESTRICTED 1,000
    KLRN
    501 BROADWAY
    SAN ANTONIO,TX782151820     		N/A PUBLIC UNRESTRICTED 1,000
    LAS CASAS FOUNDATION
    P O BOX 15873
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 250
    LOS COMPADRES DE SAN ANTONIO MISSIONS HISTORICAL PARK
    6701 SAN JOSE DRIVE
    SAN ANTONIO,TX78214     		N/A PUBLIC UNRESTRICTED 1,000
    OPERATION COMFORT
    4900 BROADWAY
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 5,000
    RETURNING HEROES HOME INC
    P O BOX 202194
    DALLAS,TX753202194     		N/A PUBLIC UNRESTRICTED 80
    SALVATION ARMY OF SAN ANTONIO
    P O BOX 831
    SAN ANTONIO,TX782930831     		N/A PUBLIC UNRESTRICTED 50
    SALVATION ARMY OF SAN ANTONIO
    P O BOX 831
    SAN ANTONIO,TX782930831     		N/A PUBLIC UNRESTRICTED 100
    SAN ANTONIO BOTANICAL CENTER SOCIETY INC
    P O BOX 6569
    SAN ANTONIO,TX782096569     		N/A PUBLIC UNRESTRICTED 1,000
    SAN ANTONIO BOTANICAL CENTER SOCIETY INC
    P O BOX 6569
    SAN ANTONIO,TX782096569     		N/A PUBLIC UNRESTRICTED 175
    SAN ANTONIO BOTANICAL CENTER SOCIETY INC
    P O BOX 6569
    SAN ANTONIO,TX782096569     		N/A PUBLIC UNRESTRICTED 100
    SAN ANTONIO BOTANICAL CENTER SOCIETY INC
    P O BOX 6569
    SAN ANTONIO,TX782096569     		N/A PUBLIC UNRESTRICTED 50
    SAN ANTONIO CAN
    745 E MULBERRY STE 350
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    SAN ANTONIO MUSEUM OF ART
    200 WEST JONES
    SAN ANTONIO,TX78215     		N/A PUBLIC UNRESTRICTED 50
    SAN ANTONIO YOUTH FOR CHRIST
    5730 KENWICK
    SAN ANTONIO,TX78238     		N/A PUBLIC UNRESTRICTED 500
    SAN ANTONIO YOUTH FOR CHRIST
    5730 KENWICK
    SAN ANTONIO,TX78238     		N/A PUBLIC UNRESTRICTED 100
    SAY SI
    1518 S ALAMO
    SAN ANTONIO,TX782049906     		N/A PUBLIC UNRESTRICTED 100
    SOUTHERN BROOKS VOL FIRE DEPARTMENT
    P O BOX 57
    ENCINO,TX78353     		N/A PUBLIC UNRESTRICTED 1,000
    SOUTHWEST FOUNDATION FOR BIOMEDICAL RESEARCH
    7620 NW LOOP 410
    SAN ANTONIO,TX782275301     		N/A PUBLIC UNRESTRICTED 1,000
    SOUTHWEST FOUNDATION FOR BIOMEDICAL RESEARCH
    7620 NW LOOP 410
    SAN ANTONIO,TX782275301     		N/A PUBLIC GOLDEN CIRCLE 1,000
    SOUTHWEST FOUNDATION FORUM
    P O BOX 6648
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 50
    SOUTHWEST FOUNDATION FORUM
    P O BOX 6648
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 250
    SOUTHWEST SCHOOL OF ART & CRAFT
    300 AUGUSTA
    SAN ANTONIO,TX782051216     		N/A PUBLIC UNRESTRICTED 250
    ST ANTHONY CATHOLIC HIGH SCHOOL
    3200 MCCULLOUGH
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 5,000
    ST LUKE'S UNITED METHODIST CHURCH
    222 NW 15TH STREET
    OKLAHOMA CITY,OK73103     		N/A PUBLIC UNRESTRICTED 50
    ST MARK'S ESPISCOPAL CHURCH
    315 E PECAN STREET
    SAN ANTONIO,TX78205     		N/A PUBLIC UNRESTRICTED 100
    ST MARK'S ESPISCOPAL CHURCH
    315 E PECAN STREET
    SAN ANTONIO,TX78205     		N/A PUBLIC UNRESTRICTED 25
    ST MARK'S ESPISCOPAL CHURCH
    315 E PECAN STREET
    SAN ANTONIO,TX78205     		N/A PUBLIC UNRESTRICTED 25
    ST MARY'S UNIVERSITY
    1 CAMINO SANTA MARIA STREET
    SAN ANTONIO,TX782289222     		N/A PUBLIC UNRESTRICTED 500
    ST MONICA'S GUILD
    11 WALDENSHIRE
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 50
    ST MONICA'S GUILD
    11 WALDENSHIRE
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 50
    ST PAUL'S LUTHERAN CHURCH
    P O BOX 58
    SAN ANTONIO,TX78861     		N/A PUBLIC UNRESTRICTED 50
    SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN
    103 TULETA
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    SUNSHINE COTTAGE SCHOOL FOR DEAF CHILDREN
    103 TULETA
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 200
    SW FOUNDATION OF BIOMEDICAL RESEARCH
    P O BOX 760549
    SAN ANTONIO,TX782450549     		N/A PUBLIC UNRESTRICTED 50
    SW FOUNDATION OF BIOMEDICAL RESEARCH
    P O BOX 760549
    SAN ANTONIO,TX782450549     		N/A PUBLIC UNRESTRICTED 950
    SW FOUNDATION OF BIOMEDICAL RESEARCH
    P O BOX 760549
    SAN ANTONIO,TX782450549     		N/A PUBLIC UNRESTRICTED 50
    TAYA HEALTH
    1400 SPRING STREET STE 200
    SILVER SPRING,MD20910     		N/A PUBLIC UNRESTRICTED 5,000
    TEXAS PUBLIC RADIO
    8401 DATAPOINT DRIVE SUITE 800
    SAN ANTONIO,TX78229     		N/A PUBLIC UNRESTRICTED 365
    THE CHILDREN'S BEREAVEMENT CENTER
    205 WEST OLMOS DRIVE
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 100
    THE CHILDREN'S BEREAVEMENT CENTER
    205 WEST OLMOS DRIVE
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    THE CHILDREN'S BEREAVEMENT CENTER
    205 WEST OLMOS DRIVE
    SAN ANTONIO,TX78212     		N/A PUBLIC UNRESTRICTED 50
    THE GOOD SHEPHERD CENTER
    2718 W WOODLAWN AVE
    SAN ANTONIO,TX78228     		N/A PUBLIC UNRESTRICTED 5,000
    THE GUILD
    6015 BROADWAY
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 100
    THE LEUKEMIA AND LYMPHOMA SOCIETY
    431 ISOM ROAD
    SAN ANTONIO,TX78216     		N/A PUBLIC UNRESTRICTED 100
    THE LEUKEMIA AND LYMPHOMA SOCIETY
    431 ISOM ROAD
    SAN ANTONIO,TX78216     		N/A PUBLIC UNRESTRICTED 100
    THE VILLAGE AT INCARNATE WORD
    4707 BROADWAY
    SAN ANTONIO,TX78209     		N/A PUBLIC UNRESTRICTED 50
    THE WESTFIELD SCHOOL BOOSTERS ASSOCIATION
    P O BOX 564
    WESTFIELD,NJ070910594     		N/A PUBLIC UNRESTRICTED 100
    TRINITY WASHINGTON UNIVERSITY
    125 MICHIGAN AVE NE
    WASHINGTON,DC20017     		N/A PUBLIC UNRESTRICTED 1,750
    UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY
    700 S ALAMO
    SAN ANTONIO,TX78205     		N/A PUBLIC UNRESTRICTED 1,000
    UNIVERSITY OF THE INCARNATE WORD
    4301 BROADWAY
    SAN ANTONIO,TX782096397     		N/A PUBLIC SCHOOL OF NURSING 25,000
    UTHSCSA
    7703 FLOYD CURL DRIVE
    SAN ANTONIO,TX782293900     		N/A PUBLIC UNRESTRICTED 1,000
    UTHSCSA
    7703 FLOYD CURL DRIVE
    SAN ANTONIO,TX782293900     		N/A PUBLIC UNRESTRICTED 1,000
    VILLA FINALE
    122 MADISON STREET
    SAN ANTONIO,TX78204     		N/A PUBLIC UNRESTRICTED 100
    Total .................................bullet 3a 95,255
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 61,604  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,389  
    8Gain or (loss) from sales of assets other than inventory     18 109,042  
    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).. 0 172,035 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13172,035
    (See worksheet in line 13 instructions on page 28 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 organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    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.
    OMB No. 1545-0047
    2010
    Name of organization
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
     
    Employer identification number

    52-2380006
    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 is not covered by the General Rule and/or the Special Rules does not 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 in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not 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) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    52-2380006
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    RUTH EILENE BUTLER SULLIVAN    
    200 PATTERSON APT 200
       
    SAN ANTONIO, TX   78209

    		$57,500




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    52-2380006
    Part II
    Noncash Property (see Instructions)
    		     
    (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) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    52-2380006
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (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 $  
    (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) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CARNEIRO CHUMNEY & CO L C 20,950 10,475   10,475

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MERCK & COMPANY INC 25,000 DUE 6/30/2015 26,197 26,823
    MICROSOFT CORPORATION 25,000 DUE 6/1/2014 25,306 26,024
    STANFORD UNIVERSITY 25,000 DUE 5/1/2016 24,970 26,742
    DOUBLELINE TOTAL RETURN BOND FD 1606.952 16,873 17,564
    EATON VANCE GLOBAL MACRO ABSLTE 1550.867 SHS 16,098 15,943
    FEDERATED INTERMED CORP BOND FD 2836.063 SHS 25,825 28,588
    GOLDMAN SACHS ENHANCED INCOME 2914.374 SHS 28,182 28,007
    JPMORGAN HIGH YIELD BOND FUND 3614.43 SHS 26,983 29,385
    JPMORGAN STRATEGIC INCOME OPPS-SELECT 1934.648 SHS 22,558 22,887
    PIMCO DEVELOPING LOCAL MKTS 1099.625 SHS 9,877 11,656

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN FINL GROUP INC 334 SHS 6,820 10,785
    AMGEN INC 205 SHS 10,767 11,254
    ARCHER DANIELS MIDLAND 283 SHS 9,435 8,513
    A T & T INC 199 SHS 7,583 5,847
    BANK OF NEW YORK MELLON CORP 350 SHS 16,046 10,570
    BARD C R INC 60 SHS 5,063 5,506
    BHP BILLITON LTD 64 SHS 5,456 5,947
    CANADIAN NATIONAL RAILWAY CO 251 SHS 15,021 16,684
    CHEVRON CORP 95 SHS 8,292 8,669
    CHICOS FAS INC 1257 SHS 11,679 15,122
    CHUBB CORP 177 SHS 7,089 10,556
    COINSTAR INC 166 SHS 7,992 9,369
    COMCAST CORPORATION 721 SHS 10,931 15,840
    COAMERICA INC 192 SHS 7,325 8,110
    CULLEN FROST BANKERS INC 1000 SHS 8,942 61,120
    DENBURY RESOURCES INC 618 SHS 9,039 11,798
    DEVON ENERGY CORP 189 SHS 16,381 14,838
    DISNEY (WALT) COMPANY HOLDING 238 SHS 5,664 8,552
    E M C CORP 604 SHS 6,784 13,832
    EATON CORP 223 SHS 9,860 22,637
    EOG RESOURCES INC 148 SHS 9,755 13,529
    EXXON MOBIL CORPORATION 147 SHS 10,319 10,749
    FEDEX CORP 141 SHS 11,661 13,114
    FMC CORP 193 SHS 9,057 15,419
    FOREST LABORATORIES INC 427 SHS 12,611 13,655
    INTL BUSINESS MACHINES CORP 62 SHS 7,489 9,099
    ISHARES S&P SMALLCAP 600 INDEX FUND 1155 SHS 53,504 79,083
    JOHNSON & JOHNSON 120 SHS 8,120 7,422
    LOWES COS INC 531 SHS 12,560 13,317
    MARATHON OIL CORP 319 SHS 9,944 11,812
    MEDCO HEALTH SOLUTIONS INC 225 SHS 9,088 13,786
    NETFLIX INC 88 SHS 11,440 15,462
    NOVARTIS AG 310 SHS 16,211 18,274
    NTT DOCOMO INC 482 SHS 7,625 8,396
    ORACLE CORPORATION 352 SHS 4,568 11,018
    PAYCHEX INC 309 SHS 12,103 9,551
    PERKINLMER INC 693 SHS 15,419 17,893
    PROCTOR & GAMBLE CO 133 SHS 8,425 8,556
    QUALCOMM INC 166 SHS 6,731 8,215
    SAFEWAY INC 563 SHS 14,026 12,662
    SONY CORP 501 SHS 16,375 17,891
    SOUTHWEST AIRLINES CO 1560 SHS 14,429 20,249
    STARBUCKS CORP 508 SHS 4,901 16,322
    SYSCO CORP 444 SHS 12,412 13,054
    TEXAS INSTRUMENTS INC 610 SHS 14,977 19,825
    TIME WARNER CABLE INC 309 SHS 9,549 9,940
    TREEHOUSE FOODS INC 320 SHS 9,477 16,349
    TYSON FOODS INC 466 SHS 8,107 8,025
    UNILEVER PLC SPONSORED ADR 409 SHS 11,522 12,630
    UNITED CONTINENTAL HLDGS INC 937 SHS 11,792 22,319
    UNITEDHEALTH GROUP INC 399 SHS 10,466 14,408
    UTILITIES SELECT SECTOR SPDR FUND 257 SHS 8,140 8,054
    VERIZON COMMUNICATIONS 385 SHS 13,081 13,775
    WAL MART STORES INC 206 SHS 11,382 11,110
    WR BERKLEY CORP 202 SHS 4,667 5,531
    3M CO 193 SHS 12,002 16,656
    ABB LTD 79 SHS 1,591 1,774
    ABBOTT LABORATORIES 22 SHS 1,100 1,054
    ADAMS EXPRESS COMPANY 476 SHS 4,423 5,112
    ALLIANCE DATA SYS CORP 174 SHS 12,170 12,359
    AMERICAN TOWER CORP 16 SHS 829 826
    ANADARKO PETE CORP 16 SHS 938 1,219
    ANHEUSER-BUSCH INBEV 19 SHS 1,096 1,085
    AUTODESK INC 24 SHS 793 917
    BOEING CO 33 SHS 2,151 2,154
    CHUBB CORP 13 SHS 663 775
    COHEN & STEERS REIT & UTIL INCOME FD 164 SHS 2,401 2,693
    COMPASS DIVERSIFIED HLDGS 1129 SHS 16,938 19,972
    DR PEPPER SNAPPLE GROUP INC 38 SHS 1,386 1,336
    EMC CORP 103 SHS 1,952 2,359
    ENSCO PLC 9 SHS 404 480
    EXELON CORP 27 SHS 1,129 1,124
    EXXON MOBIL CORPORATION 44 SHS 2,999 3,217
    FORD MTR CO 86 SHS 1,146 1,444
    GENERAL AMERICAN INV TR CO 141 SHS 2,538 3,782
    GENERAL ELECTRIC COMPANY 121 SHS 1,860 2,213
    GOOGLE INC 6 SHS 3,160 3,564
    GUGGENHEIM OCEAN TOMO PATIENT ETF 711 SHS 15,969 18,095
    GUGGENHEIM RAYMOND JAMES SB-1 EQUITY 1164 SHS 20,800 24,479
    GUGGENHEIM TF INSIDER SENTIMENT ETF 599 SHS 14,909 19,557
    H & Q LIFE SCIENCES INVS SH BEN INT 306 SHS 2,531 3,296
    HALLIBURTON CO HOLDING CO 59 SHS 1,809 2,409
    INGERSOLL-RAND PLC 24 SHS 1,002 1,130
    INTL PAPER CO 48 SHS 1,266 1,308
    INVESCO LTD 27 SHS 570 650
    ISHARES BARCLAYS TREAS INFLATION PROTECTED SECS FD 133 SHS 13,840 14,300
    ISHARES GOLD TRUST ISHARES 1801 SHS 21,212 25,034
    ISHARES INC MSCI CANADA INDEX FD 608 SHS 16,991 18,848
    ISHARES TR S & P 500 INDX FD 30 SHS 3,242 3,788
    JOHNSON & JOHNSON 19 SHS 1,236 1,175
    JOHNSON CTLS INC 54 SHS 1,519 2,063
    JPMORGAN CHASE & CO 63 SHS 2,506 2,672
    JPMORGAN CHASE & CO ALERIAN MLP INDEX 526 SHS 16,029 19,120
    KRAFT FOODS INC 50 SHS 1,493 1,576
    LIBERTY ALL STAR EQUITY FD SH BEN INT 1403 SHS 4,767 6,917
    LIBERTY ALL STAR GROWTH FD 639 SHS 2,360 2,716
    LOWES COMPANIES 112 SHS 2,784 2,809
    MACYS INC 51 SHS 1,157 1,290
    MEDTRONIC INC 29 SHS 1,046 1,076
    MERCK & CO INC 47 SHS 1,798 1,694
    METLIFE INC 45 SHS 1,762 2,000
    MICROSOFT CORP 92 SHS 2,682 2,568
    MONSANTO CO NEW 18 SHS 979 1,254
    MORGAN STANLEY 56 SHS 1,609 1,524
    NESTLE SA SPON ADR 19 SHS 973 1,116
    NUCOR CORP 36 SHS 1,605 1,578
    ORACLE CORPORATION 82 SHS 2,021 2,567
    PACCAR INC 16 SHS 817 917
    PAYCHEX INC 31 SHS 1,006 958
    PZIZER INC 136 SHS 2,351 2,381
    QUALCOMM INC 61 SHS 2,343 3,019
    RAYTHEON CO 21 SHS 1,196 973
    ROYCE VALUE TR INC 400 SHS 4,657 5,816
    RYDEX ETF TR S&P 500 EQ TRD 135 SHS 4,642 6,387
    SCHLUMBERGER LIMITED 40 SHS 2,521 3,340
    SCHWAB CHARLES CORP 121 SHS 2,091 2,070
    SOUTHWEST AIRLINES CO 83 SHS 1,081 1,077
    SPDR DOW JONES INDL AVERAGE ETF 72 SHS 7,589 8,325
    SPDR S & P 500 ETF TRUST 78 SHS 7,547 9,809
    SPDR SER TR S & P DIVID ETF 443 SHS 21,827 23,027
    STAPLES INC 79 SHS 1,768 1,799
    SUNAMERICA FOCUSED ALPHA GRW FD 371 SHS 4,876 6,507
    SUNAMERICA FOCUSED ALPHA LC FD 189 SHS 2,130 2,975
    TARGET CORP 35 SHS 1,865 2,105
    TOLL BROS INC 33 SHS 657 627
    TRAVELERS COS INC 18 SHS 939 1,003
    TRI CONTINENTAL CORP 203 SHS 2,464 2,793
    UNITED PARCEL SVC INC 35 SHS 2,168 2,540
    VANGUARD BD INDES FD INC 2051 SHS 162,513 164,634
    VANGUARD INDEX FDS VANGUARD MIDCAP VIPERS 73 SHS 3,305 5,436
    VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS 107 SHS 4,678 6,164
    VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS 56 SHS 2,448 4,067
    VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 2168 SHS 131,100 140,768
    WASTE MANAGEMENT INC 16 SHS 544 590
    WESTERN UNION CO 48 SHS 807 891
    ABSOLUTE OPPORTUNITY FUNDS INSTL 3279.107 SHS 39,079 40,759
    ABSOLUTE STRATEGIES INSTITUTIONAL 1064.091 SHS 10,569 11,535
    ASG MANAGED FUTURES STRATEGY FUND 1045.406 SHS 11,719 11,081
    ASTON/TAMRO SMALL CAP 621.791 SHS 10,387 13,157
    DWS DISCIPLINED MKT NEUTRAL FUND 2272.461 SHS 21,702 21,271
    DWS RREF GLOBAL REAL ESTATE SEC 1554.027 SHS 8,292 11,640
    JOHN HANCOCK TECHNICAL OPPS 2012.957 SHS 21,359 22,887
    LEUTHOLD ASSET ALLOCATION 2235.733 SHS 18,700 23,453
    LISTED PRIVATE EQUITY INSTL 6628.339 SHS 31,344 36,323
    MERGER FUND 1391.688 SHS 21,001 21,961
    NUVEEN TRADEWINDS INSTL VALUE 1409.275 SHS 31,262 36,726
    RIVERNORTH CORE OPPORTUNITY FUND 2459.031 SHS 23,292 29,951
    T ROWE PRICE EMERGING MKTS STOCK 676.6 SHS 14,797 23,870
    WASATCH EMERGING MARKETS SMALL CAP FD 10239.247 SHS 19,045 26,315
    WILLIAM BLAIR INTERNAT'L GROWTH 1733.279 SHS 25,781 38,721

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    344,385
    State & Local Government Securities - End of Year Fair Market Value:


    358,823


    TY 2010 InvestmentsOtherSchedule2
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SAN JUAN BASIN ROYALTY TRUST 629 UNITS AT COST 17,383 14,802

    TY 2010 OtherIncomeSchedule2
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SAN JUAN BASIN ROYALTY TRUST 1,186 1,186 1,186
    COMPASS DIVERSIFIED HOLDINGS-NET 203 203 203


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROST NATIONAL BANK 1,360 1,360   0
    SOUTH TEXAS MONEY MANAGMEMENT 9,050 9,050   0
    BRINKER CAPITAL 13,469 13,469   0


    TY 2010 TaxesSchedule
    Name:
    DANIEL J SULLIVAN FAMILY CHARITABLE FOUNDATION
    EIN: 52-2380006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 2,740 0   0
    FOREIGN TAXES 352 352   0
    PRODUCTION TAXES 133 133   0