2024-11-22T12:22:58-06:00 2023-12-31 932862779 MARGARET E WALLACE CPA PLLC 14603 HUEBNER ROAD BUILDING 3 SAN ANTONIO TX 78230 990PF 2023-01-01 742697713 WILLIAM & SALOME MCALLEN SCANLAN FOUNDATION WILL 2102244491 112 E PECAN STREET SUITE 1240 SAN ANTONIO TX 78205 WILLIAM SCANLAN JR PRESIDENT 2102244491 2024-11-22 1 1 MARGARET E WALLACE P00022205 2108752365 2024-11-22 2023 2024-10-15 13:58:12Z X 1311465 X 333968 17 17 22357 22357 -15204 163228 0 13 13 341151 22387 0 0 0 3100 1550 1550 6976 6976 0 5915 415 0 336 168 168 16327 9109 1718 413968 413968 430295 9109 415686 -89144 13278 167370 126248 126248 743431 695378 1185217 910801 821626 1311465 0 0 X 941304 941304 0 0 -30503 -119678 910801 821626 910801 821626 910801 -89144 0 821657 31 821626 435 SHS FORD MOTOR CO 2023-04-03 5535 8488 -2953 -2953 75 SHS FIDELITY NATIONAL INFO SVC INC 2023-04-03 3725 3342 383 383 25 SHS MARSH & MCLENNAN COS 2023-04-03 4227 3544 683 683 15 SHS NORFOLK SOUTHERN CORP 2023-04-03 3122 3924 -802 -802 10 SHS WASTE MANAGEMENT INC 2023-04-03 1642 1389 253 253 15 SHS ZOETIS INC 2023-04-03 2509 2788 -279 -279 5 SHS GOLDMAN SACHS GROUP 2023-04-03 1626 1030 596 596 30 SHS AMAZON COM INC 2023-04-03 3066 1274 1792 1792 10 SHS THERMO FISHER SCIENTIFIC INC 2023-04-03 5680 5045 635 635 20 SHS META PLATFORMS INC 2023-04-03 4261 1525 2736 2736 30 SHS NVIDIA CORP 2023-04-03 8369 5938 2431 2431 15 SHS UNITED PARCEL SERVICE 2023-04-03 2893 3094 -201 -201 30 SHS MICROCHIP TECHNOLOGY 2023-04-03 2473 2162 311 311 15 SHS PEPSICO INC 2023-04-03 2733 2074 659 659 15 SHS RTX CORPORATION 2023-04-03 1506 1279 227 227 235 SHS US BANCORP 2023-05-17 6950 12464 -5514 -5514 115 SHS EMERSON ELECTRIC CO 2023-05-18 9374 10960 -1586 -1586 200 SHS ENDEAVOR GROUP HOLDINGS INC 2023-01-04 4404 5127 -723 -723 55 SHS CATALENT INC 2023-01-04 2572 3317 -745 -745 110 SHS ZIONS BANCORPORATION 2023-03-13 3513 3293 220 220 230 SHS COHERENT CORP 2023-05-12 6323 7955 -1632 -1632 485 SHS NOV INC 2023-05-12 7204 9522 -2318 -2318 100 SHS LEIDOS HOLDINGS INC 2023-05-12 7812 8700 -888 -888 115 SHS AVNET INC 2023-05-12 4676 4957 -281 -281 35 SHS SYNAPTICS INC 2023-05-12 2546 7277 -4731 -4731 110 SHS NEW FORTRESS ENERGY INC 2023-05-12 3205 4559 -1354 -1354 40 SHS FMC CORP 2023-07-14 3797 4319 -522 -522 22 SHS PHINIA INC 2023-07-19 574 588 -14 -14 180 SHS FIFTH THIRD BANCORP 2023-09-06 4769 3123 1646 1646 55 SHS TIMKEN CO 2023-09-11 3962 4083 -121 -121 56 SHS TEXTRON INC 2023-09-11 4210 3777 433 433 215 SHS BLOOMIN BRANDS INC 2023-09-25 5174 4807 367 367 110 SHS BORGWARNER INC 2023-10-30 4019 4323 -304 -304 75 SHS DARLING INGREDIENTS INC 2023-11-10 3132 5799 -2667 -2667 20 SHS VEEVA SYSTEMS INC 2023-01-20 3567 1857 1710 1710 35 SHS MKS INSTRUMENTS INC 2023-11-20 2683 5177 -2494 -2494 170 SHS TOWER SEMICONDUCTOR LTD 2023-12-13 5106 5228 -122 -122 55 SHS BOOT BARN HOLDINGS INCC 2023-12-13 4094 4070 24 24 45 SHS GENUINE PARTS CO 2023-12-13 6195 6254 -59 -59 -15204 185 0 185 0 185 5590 0 2500 0 8090 0 7905 7905 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JOLENE GULLEY 2102244491 112 E PECAN STREET SUITE 1240 SAN ANTONIO TX 78205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM SCANLAN JR 112 E PECAN STREET SUITE 1240 SAN ANTONIO TX 78205 TRUSTEE 1.00 0 0 0 JOHN MCALLEN SCANLAN 112 E PECAN STREET SUITE 1240 SAN ANTONIO TX 78205 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1069231 139974 0 1209205 0 0 1209205 18138 1191067 59553 59553 185 185 59368 0 59368 0 59368 415686 0 415686 59368 0 0 291799 281463 508112 426840 879185 2387399 415686 0 0 0 59368 356318 0 0 2743717 0 0 0 0 0 0 291799 2451918 281463 508112 426840 879185 356318 WILLIAM SCANLAN JR JOHN MCALLEN SCANLAN WILLIAM SCANLAN JR 112 E PECAN STREET SUITE 1240 SAN ANTONIO TX 78205 2102244491 LETTER WITH DESCRIPTION OF ACTIVITIES AND AMOUNT REQUESTED. PROOF OF TAX EXEMPT STATUS MUST BE INCLUDED. NO DEADLINES, BUT RECOMMEND BEFORE OCTOBER OF EACH YEAR. NO RESTRICTIONS, BUT PREFERENCES GIVEN FOR ENVIRONMENTAL AND EDUCATIONAL CONCERNS. ARMY RESIDENCE COMMUNITY 7400 CRESTWAY SAN ANTONIO TX 78239 NONE PC ARC CAPITAL CAMPAIGN 17000 HEADWATERS AT INCARNATE WORD 4503 BROADWAY SAN ANTONIO TX 78209 NONE PC GENERAL PROGRAM FUND 20000 HEMISPHERE CONSERVANCY PO BOX 1262 SAN ANTONIO TX 782951262 NONE PC CAPITAL CAMPAIGN FOR CIVIC PARK IN MEMORY OF CECIL C SCANLAN 25000 KLRN PO BOX 9 SAN ANTONIO TX 78291 NONE PC PBS NEWS HOUR 19968 MAIN PLAZA CONSERVANCY 111 SOLEDAD STREET SUITE 825 SAN ANTONIO TX 78205 NONE PC SAGA PROJECT 100000 SAN ANTONIO FESTIVAL OF BOOKS 1201 AVENUE B UNIT 1011 SAN ANTONIO TX 78209 NONE PC 2023 SAN ANTONIO FESTIVAL OF BOOKS 25000 SAN ANTONIO MUSEUM OF ART 200 WEST JONES AVENUE SAN ANTONIO TX 78215 NONE PC ACQUISITION OF SANTA BARRAZA'S "EMMA TENAYUCA RETABLO" 1991 ARTWORK 2000 SAN ANTONIO REPORT 126 GONZALES STREET SAN ANTONIO TX 78205 NONE PC GENERAL PROGRAM FUND 10000 ST EDWARD'S UNIVERSITY 3001 S CONGRESS AVENUE AUSTIN TX 78704 NONE PC WILD BASIN CREATIVE STUDENT RESEARCH CENTER 30000 TEACH FOR AMERICASAN ANTONIO 700 N ST MARYS STREET SUITE 200 SAN ANTONIO TX 78205 NONE PC GENERAL PROGRAM FUND 25000 UNIVERSITY OF INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 NONE PC ENDOWMENT FOR SCHOLARSHIP FOR UNDERGRADUATE HEALTH PROFESSIONS STUDENTS 25000 WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 NONE PC WHITE SHAMAN PRESERVE 40000 UVALDE CISD MOVING FORWARD FOUNDATION PO BOX 106 UVALDE TX 788010106 NONE PC CONSTRUCTION OF NEW ELEMENTARY SCHOOL IN UVALDE CISD 25000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 782293900 NONE PC SUPPORT THE CHEEVER ENDOWMENT IN MEDICAL HUMANITIES AND ETHICS 25000 UNIVERSITY OF TEXAS AT AUSTIN 2515 SPEEDWAY AUSTIN TX 78712 NONE PC ENDOWED GRADUATE FELLOWSHIP IN ART HISTORY 25000 413968 0 14 17 14 22357 14 13 18 -15204 0 7183 0 7183 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM SCANLAN JR 112 E PECAN STREET SUITE 1240 SAN ANTONIO TX 78205 333968 X ACCOUNTING FEES 3100 1550 1550 ARGENT TRUST CO SECURITIES 257797 586833 ARGENT TRUST CO SECURITIES 289038 449572 ARGENT TRUST CO SECURITIES 148543 148812 STOCK BASIS ADJUSTMENT 31 INVESTMENT EXPENSES 336 168 168 MICROCHIP CLASS ACTION PROCEEDS 13 13 13 INVESTMENT ADVISORY FEES 5801 5801 0 INVESTMENT AGENCY FEES 1175 1175 0 EXCISE TAXES 5500 0 0 FOREIGN TAXES 415 415 0