2020-09-29T16:53:14-05:00 2019-12-31 BKD LLP 8200 W Interstate 10 Suite 900 San Antonio TX 782303806 990PF 2019-01-01 832174388 Petty Hefte Family Foundation % SCOTT JAMES PETTY PETT 2102256671 1027 Austin Hwy Suite 200 San Antonio TX 78209 SCOTT JAMES PETTY INCORPORATOR 2102556571 2020-09-30 true Patricia Quintana-Perron P00077454 2103419400 167.68.126.162 70238020202735000032 2020-09-29 P F1146097256FCDD98379B98FEE44D8264E90FAE5 5AD05A9EC64ABB43EF45FD5FEAD550D40DE1A99B 2019 2021-04-22 16:20:28Z X 5367403 X 299439 4226 4226 124444 124444 213115 724278 213115 2888 2888 644112 344673 0 18660 18660 61816 3745 2273 82749 22405 0 117250 117250 199999 22405 117250 444113 322268 2389182 25294 25294 10662 10662 2303692 5011563 5331447 4692874 5047519 5367403 0 0 X 4692874 5047519 4692874 5047519 4692874 5047519 4692874 444113 5136987 89468 5047519 PUBLICLY TRADED SECURITIES- ST COVERED 330423 308593 21830 21830 PUBLICLY TRADED SECURITIES- LT COVERED 287635 202570 85065 85065 CAPITAL GAIN DIVIDENDS P 106220 213115 6445 6445 6445 8000 4500 12500 8 6047 6047 false false false false false false false true true true false true false false true SCOTT JAMES PETTY 2102556571 1027 AUSTIN HWY SUITE 200 SAN ANTONIO TX 78209 false false false false false false false false false false false false false false false false false false false false Scott James Petty 1027 AUSTIN HWY SUITE 200 San Antonio TX 78209 Director 0 0 0 0 Kathryn Ruth Hefte 1027 AUSTIN HWY SUITE 200 San Antonio TX 78209 Director 0 0 0 0 Carson Hefte Petty 1027 AUSTIN HWY SUITE 200 San Antonio TX 78209 Director 0 0 0 0 Harper Louise Petty 1027 AUSTIN HWY SUITE 200 San Antonio TX 78209 Director 0 0 0 0 4176453 664921 0 4841374 0 4841374 72621 4768753 238438 238438 6445 6445 231993 231993 231993 117250 0 0 0 0 117250 117250 231993 114211 2017 2016 2015 0 0 117250 114211 3039 0 0 0 0 228954 0 0 SCOTT JAMES PETTY X SEE PART XV SCHEDULE 1027 AUSTIN HWY SUITE 200 SAN ANTONIO TX 78209 NONE PC GENERAL SUPPORT 117250 117250 14 4226 14 124444 18 213115 OTHER INCOME 18 2888 344673 344673 false false false false false false false false false false X X 1 SCOTT JAMES PETTY 1027 AUSTIN HWY SUITE 200 SAN ANTONIO TX 78209 299439 X X 1 6,807 SHARES OF INVESCO OPP STOCK 299439 2019-12-17 MORGAN STANLEY 5011563 5331447 FMV MARKET VALUE ADJUSTMENT 89468 OTHER NONTAXABLE TRANSACTIONS 2273 OTHER INCOME 2863 2863 TAXES STATE 25 25 INVESTMENT MANAGEMENT FEES 10284 10284 OTHER LEGAL/ PROFESSIONAL FEES 8376 8376 FEDERAL TAXES 58071 FOREIGN TAXES 3745 3745