2025-11-03T10:33:41-05:00 2024-12-31 461771675 BC&V Advisors plus CPAs PLLC 2722 W Bitters Rd Suite 110 San Antonio TX 78248 990PF 2024-01-01 742884415 WILLIAM AND ELLA OWENS MEDICAL RESEARCH FOUNDATION % WILLIAM C OWENS JR WILL 2106982162 PMB 197 8452 FREDERICKSBURG RD SA TX 78229 WILLIAM C OWENS JR TRUSTEE TRUSTEE 2106982162 2025-10-30 true true NICHOLAS CARLSON P02068830 2108524980 2025-11-03 2024 2025-03-06 01:10:19Z X 56011418 X 287122 216677 216677 1137208 1137208 1122 1122 1122 106551 61620 1748680 1416627 1472 1238 60 1472 1238 60 1600000 1600000 1601472 1238 1600060 147208 1415389 0 10572484 10312005 10312005 390000 390000 370395 13640557 13640926 45078322 270173 270302 250696 24873214 24613233 56011418 0 0 X 24873214 24613233 24873214 24613233 24873214 24613233 24873214 147208 904 25021326 408093 24613233 2400 SHS KIMCO REALTY CAP GAIN DIS P 2001-02-27 2024-12-31 753 753 753 2400 SHS KIMCO UNDIST CAP GAIN P 2001-02-27 2024-12-31 369 369 369 1122 19674 0 19674 0 19674 53114 50000 103114 83440 83440 false false false false false false false true true TX true false false true false true NA WILLIAM C OWENS JR TRUSTEE 2106982162 PMB 197 8452 FREDERICKSBURG RD SA TX 78229 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 SA TX 78229 TRUSTEE 1.00 0 0 0 NONE 0 NONE NONE 0 NONE 0 0 55878998 905007 0 56784005 0 0 56784005 851760 55932245 2796612 2796612 19674 19674 2776938 2776938 2776938 1600060 1600060 2776938 2020 2021 2022 1520950 2884029 4404979 1600060 1600060 1176878 1176878 3228101 0 344072 2884029 2884029 NONE NONE WILLIAM C OWENS JR TRUSTEE 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 EXT MAYBE GRANTED 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 NORMAN OK 73019 NA PC PANCREATIC CANCER RESEARCH FUND 100000 UT HEALTH - SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 782293900 NA PC BLOCK GRANT FOR MEDICAL RESEARCH PROJECTS 1500000 1600000 0 14 216677 14 1137208 18 1122 ESTATE DIST INTDIV 14 61620 ESTATE DST XMPT INC 14 44931 1461558 1461558 false false false false false false false false false false X X 1 WILLIAM C OWENS SR ESTATE PO BOX 690445 SAN ANTONIO TX 78269 286822 X 26,431.748 SH VGRD TOT BND NDX 270302 250696 4466 SHS ABBOTT LABS US 90740 505149 13753 SHS ABBOTT LABS S 279228 1555602 4466 SHS ABBVIE ABBV US 98399 793608 13753 SHS ABBVIE ABBVS 302799 2443908 200 SHS ADIENT PLC B 9317 3646 27506 SHS AFLAC AFL S 636214 2845221 2000 SHS AFLAC AFL B 25696 217440 1000 SHS AFLAC US 21550 103440 200 SHS ALLSTATE CORP B 4260 40018 6537 SHS ALLSTATE CORP S 333856 1260268 1148 SHS ALTRIA US 19212 60029 12378 SHS ALTRIA S 207152 647246 1100 SHS ARCHER DAN MIDL B 11933 57816 1362500 SHS ATT US 14627 31024 9057 SHS ATT S 191590 206228 600 SHS ATT S 13586 13779 1900 SHS AUTO DATA PROC ADP 58772 556187 4585 SHS AUTO DATA PROC ADP 161079 1342167 4686 SHS BANK OF AMERICA US 221320 205950 1300 SHS BANK OF AMERICA US 45330 216086 300 SHS BRISTOL-MEYERS SQUIBB 11531 16968 1600 SHS BRISTOL-MEYER SQUIBB 34815 90496 1148 SHS BROADRIDGE FIN SLNTN 19769 259551 400 SHS CARRIER GLOBAL S 2788 29126 1148 SHS CARRIER GLOBAL S 13064 78362 2148 SHS CARRIER GLOBAL US 19885 146622 2292 SHS CHAMPIONX CORP US 36176 62319 200 SHS CHEVRON CVX US 13926 28968 2948 SHS COCA COLA KO US 64303 183542 1200 SHSCPCA CPA KOB 28585 75804 4585 SHS DOVER US 139127 860146 609581 SHS DUKE ENERGY US 23283 65676 609 SHS DUKE ENERGY S 27195 65614 3152 SHS EMERSON ELECTRIC S 127467 390627 3152 SHS EMERSON ELECT US 127467 390627 2579 SHS FIRST AMER FIN US 44930 161033 3439 SHS GEN DYNAMICS S 224876 906142 4642 SHS GEN DYNAMICS US 280761 1223121 16694 SHSGLAXO SMITHKLINE S 930920 564591 648 SHS HANESBRANDS B 2570 5456 2872 SHS HANESBRANDS US 13406 23378 2900 SHS HORTON DR INC B 9335 447470 22662 SHS HORTON DR INC S 541395 3168601 1721 SHS INTL BUS MAC IBS 128229 378327 2005 SHS JOHN CONT JCIB 91639 163197 2447 SHS JOHNSON & JOHN US 141242 353885 3897 SHS JOHNSON & JOHN S 239486 563584 4012 SHS KIMBERLY CLARK S 230571 525732 1200 SHS KIMBERLY CLARK US 53777 157248 2400 SHS KIMCO REALTY KIM B 24035 58800 2292500 SHS KNOWLES COR US 34567 45690 3123 SHS KRAFT HEINZ CO US 74030 95907 344 SHS KYNDRYL HLDGS S 5618 11902 800 SHS LINDE PLC US 130760 334936 1000 SHS MATTELL USS 0 17730 500 SHS MERCK MRK S 29224 49740 9369 SHS MONDELEZ INTL US 145919 559610 165 SHS MATIV HOLDINGS US 3558 1799 50 SHS ORGANON & CO S 1464 746 200 SHS OTIS WORLDWIDE B 3899 19559 574 SHS OTIS WORLDWIDE S 18268 53158 1074 SHS OTIS WORLDWIDE US 27806 99463 31632 SHS PEPSICO S 1881630 4809962 900 SHS PEPSICO US 51734 136854 56673 SHS PFIZER S 1236773 1503535 13524 SHS PHILIP MOR INT US 515668 1627613 1148 SHS RAYTHEON TECH S 38552 132847 400 SHS RAYTHEON TECH B 8228 47510 2148 SHS RAYTHEON TECH US 58679 248567 1100 SHS ROPER TECH US 26622 571835 300 SHS SCHLUMBERGER LTD SLB 16325 11502 1000 SHS STANLEY BK&DK B 25650 84870 8534 SHS SW AIRLINES S 132272 286913 2700 SHS SYSCO FOODSUS 61543 206442 500 SHS SYSCO FOODS B 12025 38393 2293 SHS TELEFLEX US 117874 408108 1500 SHS US BANCORP B 25968 75840 300 SHS VERIZON COM US-S 1981 11997 7031 SHS VIATRIS S 67840 87536 1800 SHS WALMART WMT US 93854 487890 2100 SHS WOLVERINE WR WDE B 7955 47660 501 SHS Y AVANOS S 9979 7976 150 SHS Y AVANOS MED US 2321 2388 15816 SHS Y FISERV S 173165 3248923 994 SHS Y FULTON FINANCIALB 8139 20308 86047 SHS Y FULTON FIN S 1346205 1658986 12634 SHS Y INTEL CORP S 230809 253312 5731 SHS Y LANCASTER COL S 217921 992265 3439 SHS Y MICROSOFT S 77825 1449539 574 SHS Y MICROSOFT US 12990 241941 1200 SHS Y SCANSOURCE US 11050 56940 1800 SHS Y UNIVFORPRO US 9784 202770 1447 SHS Y WASHFED INC B 15829 49791 20868 SHS HALEON PLC S 206573 199081 329 SHS WARNER BRO DIS US 4573 3478 2191 SHS WARNER BRO DIS S 60013 23159 145 SHS WARNER BRO DIS B 4251 1526 390000 370395 ALLSTATE DIV TIMING DIFF 178 VANGUARD 7339 TIMING DIFF 814 ARCHER DANIELS MIDLAND TIMING DIFF 550 GRANT TIMING DIFFERENCE 250000 ESTATE K-1 106551 2023 EXTENSION PAYMENT 50000 DEPOSITORY RECEIPT GSK FEE 1118 1118 0 0 MAILBOX FEE 240 120 0 60 SAFE DEPOSIT BOX RENTAL 114 0 0 0 INCOME FROM ESTATE 106551 61620 0 US BANCORP DIV TIMING DIFF 720 ALLSTATE DIV TIMING DIFF 184 WILLIAM C OWENS SR ESTATE PO BOX 690445 SAN ANTONIO TX 78269 876278153 SEE LINE 11 STATEMENT 286822