2024-06-20T15:10:11-07:00 2023-12-31 742766982 JOHN BUXIE CPA PC 12915 JONES MALTSBERGER 101 SAN ANTONIO TX 78247 990PF 2023-01-01 742884415 WILLIAM AND ELLA OWENS MEDICAL RESEARCH FOUNDATION WILL 2106982162 PMB 197 8452 FREDERICKSBURG RD SAN ANTONIO TX 782293317 WILLIAM C OWENS JR TRUSTEE 2106982162 2024-02-16 true WILLIAM OWENS JR XXX-XX-XXXX true John Buxie P00164528 2104990913 2024-06-20 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 53047702 X 286822 X 225558 225558 1083321 1083321 933 933 933 0 76095 50381 1672729 1360193 0 0 0 0 0 1483 1247 60 1483 1247 60 1945000 1945000 1946483 1247 1945060 -273754 1358946 10868948 10572484 10572484 0 0 390000 390000 378783 13639654 13640557 41839783 270173 270173 256652 0 0 0 0 0 0 25168775 24873214 53047702 0 0 0 0 0 X 25168775 24873214 25168775 24873214 25168775 24873214 25168775 -273754 250178 25145199 271985 24873214 2,400 SHS KIMCO REALTY CAP GAIN DIST. P 2001-02-27 2023-12-31 933 0 0 933 0 0 0 933 933 18889 0 18889 0 18889 22003 50000 72003 -72003 53114 53114 false false false false false false false true true TX true false false true false true N/A WILLIAM C OWENS JR TRUSTEE 2106982162 PMB 1978452 FREDERICKSBURG RD SAN ANTONIO TX 782293317 false false false false false false false false false false false false false false false false false false false false false WILLIAM C OWENS JR TRUSTEE PMB 197 8452 FREDERICKSBURG RD SAN ANTONIO TX 78229 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 50702744 834116 0 51536860 0 51536860 773053 50763807 2538190 2538190 18889 18889 2519301 2519301 2519301 1945060 0 1945060 2519301 0 2020 2021 2022 0 704183 1520950 2884029 0 0 5109162 1945060 0 1945060 0 574241 574241 4534921 0 0 0 0 0 0 129942 4404979 1520950 2884029 0 0 0 NONE NONE WILLIAM C OWENS JR TRUSTEE WILLIAM PMB 197 8452 FREDERICKSBURG RD SAN ANTONIO TX 78229 2106982162 FOLLOW THE NATIONAL INSTITUTE OF HEALTH (N.I.H.) FORMAT AND REQUIRED INFORMATION JULY 1 (EXTENSIONS MAY BE GRANTED ON AN INDIVIDUAL BASIS) ORIGINAL RESEARCH ON THE CAUSE, CURE, TREATMENT OR PREVENTION OF HUMAN DISEASES OR DISORDERS, INCLUDING BASIC RESEARCH, APPLIED RESEARCH AND CLINICAL TRIALS. U OKLAHOMA FOUNDATION ATTN DEBORAH LEA 100 W TIMBERDELL R NORMAN OK 73019 PC PANCREATIC CANCER TREATMENT:IMPROVING EFFECTIVENESS OF CHEMOTHERAPYBY USING SHRNA TO LOWER THE ZINC TRANSPORTER ZIP4 100000 U OKLAHOMA FOUNDATION ATTN DEBORAH LEA 100 W TIMBERDELL R NORMAN OK 73019 PC DETERMINE WHETHER SILENCING ZIP4ENHANCES THE EFFECTIVENESS OFCHEMOTHERAPY TREATMENT OF BRAIN CANCER 95000 U T HEALTH - SAN ANTONIO (UTHSC-SA) OFF OF INSTITUT ADVNCMT -MSC 7835 7703 FLOYD CURL DR SAN ANTONIO TX 782293900 PC BLOCK GRANT FOR MEDICAL RESEARCH PROJECTSSELECTED BY THE UNIVERSITY WITH HIGHPOTENTIAL. 1500000 U OF SOUTH FLORIDA FNDTN C/O MILDRED ACEVEDO-DUNCAN RESEARCH TAMPA FL 33620 PC SUPPORT FOR MEDULLOBLASTOMARESEARCH PROGRAM. 250000 1945000 0 14 225558 14 1083321 18 933 ESTATE DISTRIBUTION: INTEREST AND DIVIDEND INCOME 14 50381 ESTATE DISTRIBUTION: TAX-EXEMPT INCOME (MUNICIPAL BOND INTEREST) 14 25714 1385907 1385907 false false false false false false false false false false NONE 0 2400 SHS KIMCO REALTY 2001-02 Purchased 2023-12 CAP GAIN DISTRIBUTION 933 0 933 26,431.748 SHS VANGUARD TOTAL BOND INDEX FUND 270173 256652 4,466 SHS ABBOTT LABS (US) 90740 491573 13,753 SHS ABBOTT LABS (S) 279228 1513793 4,466 SHS ABBVIE (ABBV) (US) 98399 692096 13,753 SHS ABBVIE (ABBV) (S) 302799 2131302 200 SHS ADIENT PLC (B) 9317 7272 27,506 SHS AFLAC AFL (S) 636214 2269245 2,000 SHS AFLAC AFL (B) 25696 165000 1,000 SHS AFLAC (US) 21550 82500 200 SHS ALLSTATE CORP (B) 4260 27996 6,537 SHS ALLSTATE CORP (S) 333856 915049 1,148 SHS ALTRIA (US) 19212 46310 12,378 SHS ALTRIA (S) 207152 499329 1,100 SHS ARCHER DAN MIDL (B) 11933 79442 1,362.500 SHS ATT (US) 14627 22863 9,057 SHS ATT (S) 191590 151976 600 SHS ATT (B) 13586 10068 1,900 SHS AUTO DATA PROC (ADP) (US) 58772 442643 4,585 SHS AUTO DATA PROC (ADP) (S) 161079 1068167 4,686 SHS BANK OF AMERICA (US) 221320 157778 1,300 SHS BOEING BA (B) 45330 338858 300 SHS BRISTOL-MYERS SQUIBB (S) 11531 15393 1,600 SHS BRISTOL-MYERS SQUIBB (US) 34815 82096 1,148 SHS BROADRIDGE FIN SLNTNS (US) 19769 236201 400 SHS CARRIER GLOBAL (B) 2788 22980 1,148 SHS CARRIER GLOBAL (S) 13064 65953 2,148 SHS CARRIER GLOBAL (US) 19885 123403 2,292 SHS CHAMPIONX CORP (US) 36176 66949 200 SHS CHEVRON (CVX) (US) 13926 29832 2,948 SHS COCA COLA (KO) (US) 64303 173726 1,200 SHS COCA COLA (KO) (B) 28585 70716 4,585 SHS DOVER (US) 139127 705219 609.581 SHS DUKE ENERGY (US) 23283 59154 609 SHS DUKE ENERGY (S) 27195 59097 3,152 SHS EMERSON ELECTRIC (S) 127467 306784 3,152 SHS EMERSON ELECTRIC (US) 127467 306784 2,579 SHS FIRST AMER FINANCIAL (US) 44930 166191 3,439 SHS GEN DYNAMICS (S) 224876 893005 4,642 SHS GEN DYNAMICS (US) 280761 1205388 16,694 SHS GLAXO SMITH-KLINE (S) 930920 618680 648 SHS HANESBRANDS (B) 2570 2890 2,872 SHS HANESBRANDS (US) 13406 12809 2,900 SHS HORTON, DR, INC (B) 9335 440742 22,662 SHS HORTON, DR, INC (S) 541395 3444171 1,721 SHS INT'L BUS MACHINES (IBM) (S) 128229 281470 2,005 SHS JOHNSON CONTROLS (JCI) (B) 91639 115568 2,447 SHS JOHNSON & JOHNSON (US) 141242 383543 3,897 SHS JOHNSON & JOHNSON (S) 239486 610816 4,012 SHS KIMBERLY CLARK (S) 230571 487498 1,200 SHS KIMBERLY CLARK (US) 53777 145812 2,400 SHS KIMCO REALTY KIM (B) 23666 51144 2,292.500 SHS KNOWLES CORP. (US) 34567 41059 3,123 SHS KRAFT HEINZ CO, (US) 74030 115489 344 SHS KYNDRYL HLDGS (S) 5618 7148 800 SHS LINDE PLC (US) 130760 328568 1,000 SHS MATTELL (US_S) 0 18880 500 SHS MERCK MRK (S) 29224 54510 9,369 SHS MONDELEZ INTL (MDLZ) (US) 145919 678597 165 SHS MATIV HOLDINGS (US) 3558 2526 50 SHS ORGANON & CO (S) 1464 721 200 SHS OTIS WORLDWIDE (B) 3899 17894 574 SHS OTIS WORLDWIDE (S) 18268 51356 1,074 SHS OTIS WORLDWIDE (US) 27806 96091 31,632 SHS PEPSICO (S) 1881630 5372379 900 SHS PEPSICO (US) 51734 152856 56,673 SHS PFIZER (S) 1236773 1631616 13,524 SHS PHILIP MORRIS INTL (US) 515668 1272338 1,148 SHS RAYTHEON TECH (S) 38552 96593 400 SHS RAYTHEON TECH (B) 8228 33656 2,148 SHS RAYTHEON TECH (US) 58679 180733 1,100 SHS ROPER TECH(US) 26622 599687 300 SHS SCHLUMBERGER LTD (SLB) (US) 16325 15612 1,000 SHS STANLEY BLACK&DECKER (B) 25650 98100 8,534 SHS SW AIRLINES (S) 132272 246462 2,700 SHS SYSCO FOODS (US) 61543 197451 500 SHS SYSCO FOODS (B) 12025 36565 2,293 SHS TELEFLEX (US) 117874 571737 1,500 SHS US BANCORP (B) 25968 64920 300 SHS VERIZON COM (US_S) 1981 11310 7,031 SHS VIATRIS (S) 67840 76146 1,800 SHS WALMART (WMT) (US) 93854 283770 2,100 SHS WOLVERINE WORLD WIDE (B) 7955 18669 501 SHS y AVANOS MED (S) 9979 11237 150 SHS y AVANOS MED (US) 2321 3365 15,816 SHS y FISERV (S) 173165 2100997 994 SHS y FULTON FINANCIAL (B) 8139 16361 86,047 SHS y FULTON FINANCIAL (S) 1346205 1416334 12,634 SHS y INTEL CORP (S) 230809 634859 5,731 SHS y LANCASTER COLONY (S) 217921 953581 3,439 SHS y MICROSOFT (S) 77825 1293202 574 SHS y MICROSOFT (US) 12990 215847 1,200 SHS y SCANSOURCE (US) 11050 47532 1,800 SHS y UNIV_FOREST_PROD (US) 9784 225990 1,447 SHS y WASH. FED. INC (B) 15829 47693 20,868 SHS HALEON PLC (S) 206573 171744 329 SHS WARNER BROTHERS DISCOVERY (US) 4573 3744 2,191 SHS WARNER BROTHERS DISCOVERY (S) 60013 24934 145 SHS WARNER BROTHERS DISCOVERY (B) 4251 1650 390000 378783 ALLSTATE DIV. PAID IN DEC. 2022 BUT NOT CONSIDERED 0 INCOME PER FORM 1099-DIV UNTIL JAN. 2023 170 DOUBLE COUNTING OF DISTRIBUTION(S) FROM 0 WILLIAM C. OWENS, SR. ESTATE AS CONTRIBUTION(S) 0 (PART 1 LINE 1) AND AS ESTATE INCOME CARRIED OUT TO 0 THE FOUNDATION AS OTHER INCOME (PART 1 LINE 11) 76095 GRANT AWARDED IN 2022 BUT CHECK WAS NOT CASHED 0 UNTIL 2023. 195000 US BANCORP DIVIDENDS REPORTED AS INCOME 0 PER 1099-DIV NOT RECEIVED UNTIL 2024 720 DEPOSITORY RECEIPT FEES 1127 1127 MAILBOX FEE 240 120 60 SAFE DEPOSIT BOX RENTAL 114 0 0 BANK FEE 2 0 0 INTEREST & DIVIDEND INCOME FROM ESTATE DIST. 50381 50381 CAPITAL GAIN NET INCOME FROM ESTATE DIST. 0 0 TAX EXEMPT INCOME FROM ESTATE DIST. 25714 0 ALLSTATE DIV.PAID IN DEC. 2023 BUT NOT CONSIDERED 0 AS INCOME PER FORM 1099-DIV UNTIL JAN. 2024 178 GRANT AWARDED IN 2023 BUT CHECK WAS NOT CASHED 0 UNTIL 2024. 250000 WILLIAM C OWENS SR ESTATE PO BOX 690445 SAN ANTONIO TX 78269 876278153 SEE ATTACHED STATEMENT. 286822 286822