Return of Private Foundation Fo~M 990-PF
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OMB No Fo~m 990-PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust MpertmenlolNe 7reavay Treated as a Private Foundation IntemWRwsiwSarvks 200 1 Note 777B ahon may be able to use a copy of this return to satisfy state reporting requirements Use the IRS Name of organization Employer identification number label Otherwise, BC FOUNDATION print Number and so-set (p v O box numbs ~1 mall is nod dethroned to sbW aaa W) RooMwite Telephone number orhDe 130 E . TRAVIS STREET 3-H-6 See Specific Instructions City or town, state, and ZIP code uwenpumapplication iaWdino cherxhes AN ANTONIO TX 78205 1 Foreign organizations, check here 10.0 ==Moons mwtinp Ne ES% tort . , H Check type of organization LXJ Section 501(c)(3) exempt private foundation eltsrli can0it4tlon 0 Section 4947(a)(1) nonexempt charitable trust 0 Other taxable private foundation If private foundation status was terminated I Fair market value of all assets at end of year J Accounting method Cash LXJ Accrual under section 507(b)(1)(A),check here "D ((turn Part Il, col (c), line 76) El Other (Specify) II tie foundation is in a 60-month termination- S'49184004 . (Part /, column (d) must be on cash basis ) J Analysis of Revenue and Expenses (d) Disbursements (e) Revenue and Adjusted net I (Tire total o! amounts in columns (b), expenses per (b) Net investment (c) for charitable (c), and (d) may not necessary equal books income the amounts m column (a)) 1 Contributions, gifts, grants, elc , received Cnsk,O hUefoundation ISnotrequired roiQicASN 8 2 distributions horn split-interest trusts im>~t m sannw .no temwrar 3 msr, investmsib 1 Dividends and interest horn securities 5a Gross rents b (Net rental -ncoms a go") Net pan n goes) from Wa of Create not m s~ line 10 b GronsalwPrice 1uWl aue"' tamuneEa 116293275 Ana ~ 9 n ` " e moddications 70~ "~'°`q"'0 '1~'~ 4 b sae Cost or pooch old C f055 MIRTS~1 1 IT IJC~~y LJ 7 11 12 Total Add lines 1 through 11 13 CanpeissimoiotrKSt, disCon; Interests. CC 14 Other employee salaries and wages 15 Pension plans, employee benefits A 161 Legal fees g b Accounting lees ,J c Other professional tees STMT 4 11 Interest 18 Taxes STMT 5 E 19 Depreciation and depletion ~E 20 Occupancy a 21 Travel, conferences, and meetings v ~ 22 Printing and publications cm 23 Other expenses STMT 6 m 24 Total operating and administrative ,Z $ expenses Add lines 13 through 23 0 25 Contributions, gifts, grants paid 26 Total expenses and disbursements Add lines 24 and 25 27 Subtract line 26 horn line 12 1 Eamo of revenue Ms mpruas me disdrtemnt~ b Netinvestment Income 4f nuwti"" wt>-0~ ~ajuercaneiincome aneow" s+t>¢) I LHA For Paperwork Reduction Act Notice, see the instructions Form 990-PF(2001) 1 Form 990-PF 2 Am<neauneamnmaamounts mmeaexnoeon Balance Sheets Part II column should be IorlnRlypramounts onN Book Value I Hit Book Value Fair market 1 Cash-non-interest-bearing 2 Savings and temporary cash investments 3 Accounts receivable " 36593 Less allowance for doubtful accounts 4 Pledges receivable Less allowance for doubtful accounts 5 Grants receivable 6 Recervables due ham officers, directors, trustees, and other disqualified persons Oqelnotes ineloans rseln0le Less allowance for doubtful accounts 8 Inventories for sale or use q 9 Prepaid expenses and deferred charges foe Investments-US and state government obligations b Investments-corporate stock STMT 7 e Investments-corporate bonds $TMT 8 17 investments add . OUUGIl and equipment basis 1111 . Less aCtufftalattli insinuation 12 Investments - mortgage loans 13 Investments-other STMT 9 74 Land, buildings, and equipment basis 110- Less Aaumulik00eprsl7GOn 75 Other assets (describe 17 Accounts payable and accrued expenses 18 Grants payable d 79 Deferred revenue - 20 Loans homoMCSa drectas trusless,an0other EisQUaI~RMOwsenf °n 21 Mortgages and other notes payable 22 Other liabilities (describe Organizations that follow SFAS 117, check here " LXJ and complete lines 21 through 26 and lines 30 and 31 24 Unrestricted A 25 Temporarily restricted call 26 Permanently restricted v Organizations that do not follow SFAS 117, cheek here " 0 and complete lines 27 through 31 27 Capital stock trust principal, or current funds ,n 28 Paid-in or capital surplus, or land, bldg , and equipment fund x a 29 Retained earnings, accumulated income, endowment, or other funds 30 Total net assets or fund balances 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) 2 Enter amount ham Part I, line 27a 3 Other increases not included in line 2 (itemize) " UNREALIZED GAIN 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of year (line 4 minus line 5) -Part II, column (b), line 30 cyan 990-PF Room 123511 Ot Y4-02 2 SBC FOUNDATION 43-1353948 Form2220 2001 FORM 990-PF Pace 3 SCh9dule A Annualized Income Installment Method and/or the Adjusted Seasonal Installment Method Under Section 6855(e) (tee Instructions) Form 11205 filers Far lines 2, 14, 15, and 16, below, 'taxable income refers to excess net passive income or the amount on which lax is imposed under section 1374(a) (or the corresponding provisions of prior law), whichever applies Part I - Annualized Income Installment * * I I First 2 1 First 3 1 First 6 1 First 9 2 Enter taxable income for each annual¢auon period (see 5 Figure the tax on the amount in each column on line 4 using the instructions for Form 1120, Schedule J, line 3 6 Enter other taxes for each payment period (see 8 For each period, enter the same type of credits as allowed 9 Total tax attar cre0its. Subtract line 8 from line 7 If 12 Add the amounts in all preceding columns of line 40 (see 13 Annualized income installments Subtract line 12 from Part II - Adjusted Seasonal Installment Method (Caution: Use this method only if the base period percentage for any 6 consecutive months is at least 70% See instructions for more information ) First 3 First 5 First 8 First 11 11 Enter taxable income for the following periods months months months months e Tax ear be innin in 1998 141a D Tax ear be innin in 1999 14G e Tax ear be ginning in 2000 14c 15 Enter taxable income for each period for the tax year beginning in 2001 15 First 4 First 6 First 9 Entire year 76 Enter taxable income for the following periods months months months e Tax ear beginning in 1998 16a b Tax ear beginning in 1999 16E e Tax ear be innin in 2000 16e 17 Divide the amount in each column on line 14a by the amount in column d on line 16a 17 18 Divide the amount in each column on line 14b by the amount in column d on line 16b 18 19 Divide the amount in each column on line 14c by the amount in column (d) on line 16c 19 of-0;-0z ~A 22 Form 2=(2001) SBC FOUNDATION 43-1353948 First 4 I First 6 I First 9 Entire year 23 Figure the tax on the amount on line 22 using the instructions for Form 1120, Schedule J, line 3 (or the comparable line of the return) 24 Divide the amount in columns (a) through (c) on line 16a 6V the amount in column (d) on line 16a 25 Divide the amount in columns (a) through (c) on line 16b by the amount in column (d) on line 16b 28 Dmde the amount in columns (a) through (c) on line 16c 29 MuAipy the amount in columns (a) through (c) of line 23 by columns (a) through (c) of line 28 In column (d), enter the amount from line 23. column (d) 30 Enter other taxes for each payment period (see 32 For each period, enter the same type of credits as allowed on Form 2220. lines 4 and 5c (see instructions) 33 Total lax alter credits Subtract line 32 from line 31 If zero or less, enter -0- 31 Add the amounts in all preceding columns of line 40 (see instructions) 35 Adjusted seasonal installments Subtract line 34 from 1st I 2nd I 3rd I 4th 36 If any one of the above parts is completed, enter the amount in each column from line 13 or line 35 It both parts are completed, enter the smaller of the amounts in each column from line 13 or line 35 37 Enter 25% of line 8 on gape 1 0l Form 2220 in each column (Note large corporations' see the instructions for line 10 for the amounts to enter 1 38 Subtract line 40 of the preceding column from line 39 of 40 Required installments Enter the smaller of line 36 or line 39 here and on page 1 0l Farm 2220, line 10 I 10 I 27808 .1 2780 9 .1 27 8 08 .1 27808 . JWA Form 2220 2001 " * ANNUALIZED INCOME INSTALLMENT METHOD USING STANDARD OPTION zezz oz~,-0 : 2 3 Form 990-PF File Form 4720 i1 any item is checked in the 'Yes" column, unless an exception applies . 1e During the year did the organization (either directly or indirectly) (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ~ Yes ETC] No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? 0 Yes M No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? yes EKI No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes 1 No (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)? 0 Yes ~ No (6) Agree to pay money or property to a government official? (Exception Check 'No' d the organization agreed to make a grant to or to employ the official for a period after termination of government service, d terminating within 90 days ) 0 Yes E2:1 No b If any answer is Yes'to 1a(1)-(6), did any of the acts