Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE BURDINE JOHNSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUDA, TX78610
A Employer identification number

74-6036669
B Telephone number (see instructions)

(512) 312-1336
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$38,668,937J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 58 58  
4 Dividends and interest from securities... 866,496 824,005  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,365,445
b Gross sales price for all assets on line 6a 3,614,909
7 Capital gain net income (from Part IV, line 2)... 1,365,445
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 573 573  
12 Total. Add lines 1 through 11........ 2,232,572 2,190,081  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 141,759 28,352   113,407
14 Other employee salaries and wages...... 88,958 17,792   71,166
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,369 1,895   474
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 51,338 6,486   9,852
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,119    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 326     326
23 Other expenses (attach schedule)....... Click to see list of attachments 25,537 175   14,988
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 311,406 54,700   210,213
25 Contributions, gifts, grants paid....... 1,652,693 1,652,693
26 Total expenses and disbursements. Add lines 24 and 25 1,964,099 54,700   1,862,906
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 268,473
b Net investment income (if negative, enter -0-) 2,135,381
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 926,755 660,325 660,325
3 Accounts receivable bullet22,978
Less: allowance for doubtful accounts bullet   23,703 22,978 22,978
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 26,036,616 Click to see attachment27,383,687 37,112,709
c Investments—corporate bonds (attach schedule)....... 1,569,577 Click to see attachment789,253 856,214
11 Investments—land, buildings, and equipment: basis bullet5,025
Less: accumulated depreciation (attach schedule) bullet5,025      
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet5,345
Less: accumulated depreciation (attach schedule) bullet2,283 4,181 Click to see attachment3,062 3,062
15 Other assets (describe bullet)     Click to see attachment13,649
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,560,832 28,859,305 38,668,937
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,000 Click to see attachment35,000
23 Total liabilities (add lines 17 through 22)......... 5,000 35,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 28,555,832 28,824,305
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 28,555,832 28,824,305
30 Total liabilities and net assets/fund balances (see instructions). 28,560,832 28,859,305
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
28,555,832
2
Enter amount from Part I, line 27a .....................
2
268,473
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
28,824,305
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,824,305
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 475,000 BD CITIGROUP INC P 2017-02-21 2020-02-12
b 5,992 SHS AMER FDS-EURO PACIFIC P 2015-04-02 2020-09-03
c 20,000 SHS MORGAN STANLEY SER G PREFERRED P 2014-04-22 2020-01-15
d 8,595 SHS INVESCO DEV MKTS P 2011-01-03 2020-09-03
e 200,000 BD BEXAR CNTY VENUS PRJ P 2011-04-29 2020-05-07
150,000 BD ELIZABETH CITY NC P 2011-04-28 2020-04-01
5,000 BD GLENDALE AZ PPTY CORP P 2011-04-18 2020-07-01
100,000 BD NEW YORK NY P 2011-04-13 2020-03-26
2,078 SHS 3M CO P 2002-09-18 2020-12-11
CASH IN LIEU VIATRIS INC P 1998-05-08 2020-11-17
CASH LIQUID GENERAL MOTORS P 2010-01-01 2020-12-31
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 527,755   505,880 21,875
b 350,000   302,789 47,211
c 500,000   505,405 -5,405
d 400,000   315,691 84,309
e 256,053   216,392 39,661
150,000   174,149 -24,149
5,000   5,051 -51
100,000   102,718 -2,718
358,587   121,388 237,199
10   1 9
1,645     1,645
      965,859
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       21,875
b       47,211
c       -5,405
d       84,309
e       39,661
      -24,149
      -51
      -2,718
      237,199
      9
      1,645
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,365,445
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 29,682
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 29,682
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,682
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 31,588
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,588
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 31,898
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet31,898 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.theburdinejohnsonfoundation.org
    14
    The books are in care ofbulletLISA T GIBERSON Telephone no.bullet (512) 312-1336

    Located atbullet317 N RAILROAD STBUDATX ZIP+4bullet786101230
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM T JOHNSON Trustee
    30.00     		30,000 23,641  
    P O BOX 1230
    BUDA,TX78610
    ROBERT C GIBERSON Trustee
    30.00     		30,000 14,059  
    P O BOX 1230
    BUDA,TX78610
    KATHERINE A JOHNSON Trustee
    30.00     		30,000 14,059  
    P O BOX 1230
    BUDA,TX78610
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LISA GIBERSON ADMINISTRATOR
    30.00     		70,976 17,982  
    P O BOX 130
    AUSTIN,TX78610
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    34,776,032
    b
    Average of monthly cash balances.......................
    1b
    226,968
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,003,000
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    35,003,000
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    525,045
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,477,955
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,723,898
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,723,898
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    29,682
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,682
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,694,216
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,694,216
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,694,216
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,862,906
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,862,906
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,862,906
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,694,216
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 28,845
    b From 2016...... 47,484
    c From 2017...... 267,101
    d From 2018...... 126,276
    e From 2019...... 106,226
    fTotal of lines 3a through e........ 575,932
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,862,906
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,694,216
    e Remaining amount distributed out of corpus 168,690
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 744,622
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		28,845
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		715,777
    10 Analysis of line 9:
    a Excess from 2016.... 47,484
    b Excess from 2017.... 267,101
    c Excess from 2018.... 126,276
    d Excess from 2019.... 106,226
    e Excess from 2020.... 168,690
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE BURDINE JOHNSON FOUNDATION
    P O BOX 1230
    BUDA,TX78610
    (512) 312-1336
    bThe form in which applications should be submitted and information and materials they should include:
    THE BURDINE JOHNSON FOUNDATION HAS NO SET FORM FOR GRANT APPLICATIONS. HOWEVER, THE APPLICATION MUST FURNISH FULL DETAILS ABOUT THR APPLICANT AND THE USE OF THE PROPOSED GRANT. ALSO, IF APPLICABLE, PHOTOCOPIES OF THE INTERNAL REVENUE SERVICE RULING OR DETERMINATION LETTERS SHOULD BE ATTACHED TO THE APPLICATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN SHORT FICTION
    PO BOX 4152
    AUSTIN,TX78765     		    PRODUCTION COSTS-ANNUAL ASF CONTEST ISSUE 20,000
    AMIGOS DE JESUS MINISTRY
    PO BOX 106
    WIMBERLY,TX78676     		    FOOD/DAILY SERVICES TO LOW INCOME WIMBERLY AREA HISPANIC POPULATION 10,000
    ANY BABY CAN INC
    6207 SHERIDAN AVENUE
    AUSTIN,TX78723     		    EARLY CHILDHOOD INTERVENTION SERVICES IN HAYS COUNTY 15,000
    AUSTIN CLASSICAL GUITAR
    PO BOX 4072
    AUSTIN,TX78765     		    EDUCATION SERVICES IN SAN MARCOS, DRIPPING SPRINGS, KAP HS 8,000
    AUSTIN COMMUNITY FOUNDATION
    4315 GUADALUPE STREET SUITE 300
    AUSTIN,TX78751     		    $50,000 PLEDGE PAYABLE OVER TWO YEARS 25,000
    AUSTIN HABITAT FOR HUMANITY
    500 W BEN WHITE BLVD
    AUSTIN,TX78704     		    ASSIST WITH BUILDING COSTS OF 1 AFFORDABLE HOME IN SAN MARCOS, TX 25,000
    BIG BROTHERS BIG SISTERS OF CT
    1400 TILLERY STREET
    AUSTIN,TX78721     		    ONE-TO-ONE MENTORING FOR AT-RISK YOUTH IN HAYS COUNTY 5,000
    CRRC OF CANYON LAKE INC
    PO BOX 1472
    CANYON LAKE,TX78133     		    ASSIST EMERGENCY FOOD PANTRY, COMAL COUNTY 5,000
    CASA ESPERANZA DBA HOPE HOUSE
    PO BOX 457
    LIBERTY HILL,TX78642     		    REPAIR WATER WELL IN CHILDREN'S HOME 6,000
    CASA OF CENTRAL TEXAS INC
    PO BOX 1267
    SAN MARCOS,TX78667     		    GENERAL OPERATIONS TO SUPPORT ONGOING PROGRAMS/CASA VOLUNTEERS 25,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS
    AUSTIN,TX78744     		    FUNDING FOR HAYS COUNTY MOBILE FOOD PANTRY 15,000
    CENTRO CULTURAL HISPANO DE SAN MARC
    PO BOX 1553
    SAN MARCOS,TX78667     		    SUPPORT FOR OPERATIONAL AND FACILITY EXPENSES 40,000
    COMMUNITIES IN SCHOOLS OF CENTRAL T
    3000 SOUTH IH-35 SUITE 200
    AUSTIN,TX78704     		    GIVES 30 HCISD STUDENTS IN CRITICAL NEED, DIGITAL DEVICES/WIFI.SCHOOL-BASED FROPOUT PREVENTION SERVICES IN HCISD AND SMCISD. 62,000
    CRISIS BREAD BASKET OF WIMBERLY
    PO BOX 1721
    WIMBERLY,TX78676     		    FUNDS FOR INCREASED FOOD SUPPLY DEMAND DUE TO COVID-19.GENERAL OPERATIONAL SUPPORT FOR PROGRAMMING. 10,500
    EL CAMINO REAL TEJAS NATIONAL HISTO
    3710 CEDAR STREET 288
    AUSTIN,TX78705     		    RESEARCH FOR HAYS COUNTY SITES/SEGMENTS OF EL CAMINO REAL TRAIL 15,750
    FOSTER ANGELS OF CENTRAL TEXAS
    PO BOX 15279
    AUSTIN,TX78715     		    ASSIST HAYS COUNTY YOUTH IN FOSTER CARE AND AGED-OUT YOUNG ADULTS 12,500
    FRIENDS OF THE FAMILY JUSTICE CENTE
    PO BOX 1644
    SAN MARCOS,TX78667     		    2021 OPERATIONAL ASSISTANCE IN SERVING VICTIMS OF VIOLENT/DOMESTIC CRIMES 30,000
    FRIENDS OF THE SAN MARCOS PUBLIC LI
    625 E HOPKINS ST
    SAN MARCOS,TX78666     		    ASSIST WITH PURCHASE OF FURNITURE FOR REMODELED/EXPANDED AREAS 20,000
    FRIENDS OF THE PUBLIC LIBRARY OF BU
    PO BOX 1162
    BUDA,TX78610     		    GENERAL OPERATIONAL SUPPORT FOR PROGRAMMING 2,500
    GIRLS EMPOWERMENT NETWORK
    PO BOX 3122
    AUSTIN,TX78704     		    SUPPORT THE 2020-2021 SCHOOL YEAR AT PROGRAM SITES IN HAYS COUNTY 30,000
    GIRLSTART
    1400 W ANDERSON LANE
    AUSTIN,TX78757     		    SUPPORT OF AFTER SCHOOL PROGRAMS FOCUSING ON STEM EDUCATION 10,000
    GREATER SAN MARCOS AREA SENIORS ASS
    222 W SAN ANTONIO ST
    SAN MARCOS,TX78666     		    OPERATIONAL SUPPORT RELATED TO COVID PANDEMIC 15,000
    HAYS-CALDWELL WOMEN'S CENTER
    PO BOX 234
    SAN MARCOS,TX78667     		    PLEDGE PAYMENT #2 OF 3 FOR 18 UNIT TRANSITIONAL HOUSING CAPITAL CAMPAIGN.GENERAL OPERATIONAL SUPPORT FOR PROGRAMMING. 37,500
    HAYS CONSOLIDATED ISD
    215100 NORTH IH-35
    KYLE,TX78640     		    PURCHASE VINTAGE MARQUEE LIGHTS FOR BURDINE JOHNSON THEATRE 1,500
    HAYS COUNTY TREASURER
    111 E SAN ANTONIO ST SUITE 300
    SAN MARCOS,TX78666     		    INTERIOR RESTORATION OF THE HISTORIC OLD HAYS COUNTY JAIL 100,000
    HISTORIC BRIDGE FOUNDATION
    PO BOX 66245
    AUSTIN,TX78766     		    YEAR 2021 OPERATIONAL ADVOCACY COSTS/BLUFF DALE BRIDGE PROJECT 100,000
    KIDS IN A NEW GROOVE
    3300 BEE CAVES RD STE 650-216
    AUSTIN,TX78746     		    VIRTUAL PROGRAM COSTS FOR "MENTORING THROUGH MUSIC" LESSONS IN HC 10,043
    KIDS WRITE GOOD
    PO BOX 4762
    AUSTIN,TX78765     		    PAYMENT #3 OF 3 YEAR PLEDGE - MOBILE PROGRAM 30,000
    MARBRIDGE FOUNDATION
    2310 BLISS SPILLAR ROAD
    MANCHACA,TX78652     		    BENEVOLENT CARE PROGRAM 15,000
    NATIONAL WILDLIFE FEDERATION
    505 EAST HUNTLAND DRIVE 485
    AUSTIN,TX78752     		    FUNDING TOWARDS TEXAS LIVING WATER PROJECT 10,000
    ONION CREEK SENIOR CITIZENS CENTER
    PO BOX 65
    BUDA,TX78610     		    GENERAL OPERATIONAL SUPPORT FOR PROGRAMS 2,500
    PLANNED PARENTHOOD OF GREATER TEXAS
    1209 ROSEWOOD AVENUE
    AUSTIN,TX78702     		    ONGOING, CORE PROGRAMMING AND ANNUAL OPERATIONS 50,000
    PROJECT SCHOOLHOUSE
    PO BOX 609
    AUSTIN,TX78767     		    FUNDING TOWARDS WATER PIPELINE PROJECT - MACERAS CENTRAL, NICARAGUA 33,400
    ST STEPHEN'S EPISCOPAL SCHOOL
    2900 BUNNY RUN
    AUSTIN,TX78746     		    DONATION-PAYMENT PLEDGE #3 OF 3 50,000
    SOAR ARENA THERAPEUTIC RIDING
    318 EL CAMINO WAY DR
    SAN MARCOS,TX78666     		    FUNDING OF SCHOLARSHIP PROGRAM AND BUILDING PROJECTS 20,000
    SEEDLING FOUNDATION
    PO BOX 29479
    AUSTIN,TX78755     		    HAYS COUNTY MENTOR PROGRAM FOR CHILDREN WITH INCARACERATED PARENT 20,000
    SETON HAYS FOUNDATION
    6001 KYLE PARKWAY
    KYLE,TX78640     		    ASCENSION SETON HAYS SUPPORT-AREAS OF OPERATION FOR COVID-19 100,000
    TEXAS FOLKLIFE RESOURCES INC
    1708 HOUSTON ST
    AUSTIN,TX78756     		    COVID-19 RELIEF PROGRAM FOR HAYS COUNTY FOLK/TRADITIONAL ARTISTS 10,000
    TEXAS LAND CONSERVANCY
    PO BOX 162481
    AUSTIN,TX78716     		    LAND FOR WATER WORK, EDU, NEW PROJECTS, ACCESS TO PUBLIC PRESERVES 10,000
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DRIVE
    SAN MARCOS,TX78666     		    KAP HOUSE OPERATIONAL SUPPORT.BLANCO RIVER-AQUIFER TOOL FOR WATER & UNDERSTANDING RESILIENCY/SUSTAINABILITY TRENDS 115,000
    THE AUSTIN CENTER FOR GRIEF AND LOS
    2413 GREENLAWN PKWY
    AUSTIN,TX78757     		    SCHOOL-BASED GRIEF GROUPS WITH CIS IN HAYS CISD SCHOOLS 20,000
    THE BURKE FOUNDATION
    PO BOX 40
    DRIFTWOOD,TX78619     		    FURNISHINGS FOR NEWLY BUILT PATHFINDERS RANCH DORM 13,000
    FAMILY ELDERCARE
    2210 HANCOCK DRIVE
    AUSTIN,TX78756     		    ASSIST WITH FAMILY ELDERCARE'S SUMMER FAN DRIVE 5,000
    GUADALUPE-BLANCO RIVER TRUST
    933 EAST COURT STREET
    SEGUIN,TX78155     		    ASSIST WITH THE COST OF REFORESTATION PROJECT NEAR LOCKHART, TX 15,000
    HAYS COUNTY FOOD BANK
    220 HERNDON STREET
    SAN MARCOS,TX78666     		    FUNDS TO PURCHASE CTFB COMMODITY FOOD BOXES 10,000
    THE JAMES DICK FOUNDATION FOR THE P
    PO BOX 89
    ROUND TOP,TX78954     		    OPERATIONAL SUPPORT 100,000
    THE NATURE CONSERVANCY OF TEXAS
    PO BOX 164255
    AUSTIN,TX78716     		    ONGOING CONSERVATION WORK ON NORTHERN HILL COUNTRY RIVERS PROJECT 100,000
    PET PREVENT A LITTER
    PO BOX 401
    SAN MARCOS,TX78667     		    PET SPAY/NEUTER PROGRAM FOR UNDER-PRIVILEGED HAYS COUNTY RESIDENTS 10,000
    PRESERVATION TEXAS INC
    PO BOX 12832
    AUSTIN,TX78711     		    FOR OPERATIONAL AND PROGRAM SUPPORT 35,000
    THE TEXAS OBSERVER
    54 CHICON STREET
    AUSTIN,TX78702     		    FUNDS TO HELP ADVANCE, IN-DEPTH REPORTING IN TEXAS AND BEYOND 25,000
    TEXAS ORGANIC FARMERS AND GARDENERS
    13501 RR 12 SUITE 103
    WIMBERLY,TX78676     		    ASSISTANCE WITH POLLINATOR HEDGEROW INITIATIVE 10,000
    THE TEXAS RAMP PROJECT
    PO BOX 832065
    RICHARDSON,TX75083     		    FUNDS FOR MATERIALS, WAREHOUSE, TOOLS TO BUILD WHEELCHAIR RAMPS 15,000
    TEXAS CENTER FOR POLICY STUDIES INC
    1206 SAN ANTONIO STREET
    AUSTIN,TX78701     		    FISCAL AGENT FOR BIG INGEN DOCUMENTARY - EDUCATION 20,000
    THE TEXAS TRIBUNE
    823 CONGRESS AVE STE 210
    AUSTIN,TX78701     		    COVID-19 EFFECTS ON TEXAS, SPECIFICALLY EDUCATION, WATER, WOMEN'S HEALTH 50,000
    TOM GREEN ELEMENTARY PTO
    1301 OLD GOFORTH ROAD
    BUDA,TX78610     		    OPERATIONAL SUPPORT FOR THE PTA AND RELATED PROGRAMS 2,500
    TRAVIS AUDUBON SOCIETY
    3710 CEGAR STREET BOX 5
    AUSTIN,TX78705     		    RESTORATION OF HISTORIC BARN AT BLAIR WOODS SANCTUARY 10,000
    TRI-ANGEL UNLIMITED INC DBA TXEA
    3613 BLUESTEIN DR
    AUSTIN,TX78721     		    SUPPORT TXEA HUMAN DEVELOPMENT DAY COSTS 10,000
    UT-AUSTIN BLANTON MUSEUM OF ART
    200 E MLK JR BLVD STOP D1303
    AUSTIN,TX78712     		    PAYMENT #5 OF 5 YEAR PLEDGE - BLANTON MUSEUM OF ART SCHOOL PROGRAMMING 30,000
    VOLUNTEER LEGAL SERVICES OF CENTRAL
    1033 LA POSADA DRIVE STE 374
    AUSTIN,TX78752     		    ASSIST WITH LEGAL ADVICE/INTAKE CLINICS FOR HAYS COUNTY RESIDENTS 5,000
    WIMBERLY ADOPTION GROUP-RESCUE
    PO BOX 2603
    WIMBERLY,TX78676     		    COSTS OF DOG VETERINARY, EMERGENCY CARE, SPECIALTY SURGERIES 20,000
    THE WIMBERLY PLAYERS
    PO BOX 992
    WIMBERLY,TX78676     		    COVID PANDEMIC RELIEF FOR THEATRE OPERATIONS AND ARTISTIC PROGRAMS 10,000
    WIMBERLY SENIOR CITIZENS ACTIVITIES
    PO BOX 678
    WIMBERLY,TX78676     		    FUNDS FOR OPERATIONS/PROGRAMS FOR LOCAL SENIOR CITIZENS 5,000
    WONDERS AND WORRIES
    923 WESTBANK DRIVE SUITE 3
    AUSTIN,TX78746     		    VIRTUAL SERVICES & PILOT PROGRAM WITH CIS IN HAYS COUNTY 10,000
    Total .................................bullet 3a 1,652,693
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 58  
    4 Dividends and interest from securities....     14 866,496  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 573  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,365,445  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,232,572  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,232,572
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION/ACCOUNTING 2,369 1,895 0 474

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COPIER EQUIPMENT 2017-07-01 1,789 895 SL 5.0000 358      
    UPLIFT V2-L SHAPED DESK 2019-07-01 2,231 159 SL 7.0000 319      
    DELL OPTIPLEX 7060 2019-10-01 1,325 110 SL 3.0000 442      

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 BELL SOUTH CORP 6.55% 105,110 133,636
    100,000 WESTERN UNION 6.24% 101,083 127,064
    250,000 CITIGROUP INC 5% 232,193 259,845
    100,000 CARROLL TX ISD 110,565 100,440
    100,000 DALLAS TX ISD 107,892 101,381
    40,000 GLENDALE AZ EXCISE TAX 6.077% 30,277 33,373
    100,000 SARASOTA FL REV 6.82% 102,133 100,475

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    20,000 SHS AT&T 769,389 575,200
    4,400 SHS CHEVRON CORP 71,139 371,580
    8,550 SHS EXXON MOBIL CORP 139,199 352,431
    13,000 SHS GENERAL ELECTRIC 50,410 140,400
    176 MOTORS LIQUIDATION CO   311
    8,700 SHS INTEL CORP 265,385 433,434
    2,900 SHS JOHNSON & JOHNSON 120,207 456,402
    3,675 SHS MICROSOFT CORP 110,764 817,393
    3,200 SHS NORFOLK SOUTHERN 112,678 760,352
    2,860 SHS PEPSICO 139,462 424,138
    10,450 SHS PFIZER 30,227 384,665
    1,296 SHS VIATRIS INC 1,666 24,287
    69 SHS WABTEC INC 5,386 5,051
    5,960 SHS ALPS ETF TRUST ALERIAN MLP ETF 308,693 152,934
    37,500 SHS BLACKROCK CAPITAL ALLOCATION 750,000 816,375
    25,000 SHS BLACKROCK HEALTH SCIENCES TR 500,000 716,250
    60,000 SHS CALAMOS LONG-SHORT EQUITY & D 1,200,000 1,045,800
    26,500 SHS DOUBLELINE YIELD OPPORTUNITIE 521,706 485,887
    3,875 SHS ISHARES CORE SMALL CAP EFT 329,039 356,112
    16,263.378 SHS AMERICAN FUNDS CAP WORLD 630,086 965,882
    6,513.672 SHS AMER FUNDS EURO PACIFIC GR 330,650 451,658
    10,853.9 SHS AMER FNDS GROWTH 475,302 733,072
    37,356.795 SHS AMERICAN INCOME FUNDS 660,370 879,753
    10,476.679 SHS AMER WASHINGTON MUTUAL IN 407,988 525,615
    20,349.553 SHS BLACKROCK GLOBAL ALLOCATI 372,452 438,126
    139,891.519 SHS EATON VANCE ATLANTA CAP 3,010,085 4,613,622
    31,850.946 SHS FIRST EAGLE GLOBAL FUND 1,560,106 1,951,189
    301,877.854 SHS LORD ABBETT HIGH YIELD F 2,089,000 2,239,934
    146,158.568 SHS LOOMIS SAYLES GROWTH FUN 1,718,829 3,140,948
    135,194.414 SHS MFS INTERNATIONAL DIVERS 2,418,984 3,195,996
    26646.217 SHS MFS INTERNATIONAL INTRINSI 1,107,246 1,378,142
    3.898 SHS MFS LTD MATURITY FUND CL A 23 24
    30,600.047 SHS INVESCO OPPENHEIMER DEVEL 1,306,109 1,661,889
    107,943.371 SHS WELLS FARGO PREMIER LARG 1,294,352 1,822,084
    10,000 SHS AXIS CAPITAL HOLDINGS 5.5% 250,000 259,000
    5,000 SHS BANK OF AMERICA COPR - 6% 125,000 126,700
    2,500 SHS CAPITAL ONE FINANCIAL - 5.2% 62,500 66,300
    10,000 SHS DOMINION ENERGY INC - 5.25% 250,000 261,800
    10,000 SHS DTE ENERGY CO - 5.375% 250,000 258,600
    20,000 SHS GOLDMAN SACHS GRP 508,005 584,400
    10,000 SHS OFFICE PROPERTIES INCOME TR 250,000 259,700
    26,250 SHS HSBC HOLDINGS 6.2% 656,250 659,663
    14,000 SHS KIMCO REALTY 5.25% 350,000 372,540
    10,000 SHS NEXTERA ENERGY INC - 5.25% 250,000 263,000
    5,000 SHS PUBLIC STORAGE - 5.4% 125,000 125,350
    5,000 SHS PUBLIC STORAGE - 5.125% 125,000 130,200
    9,000 SHS PUBLIC STORAGE - 5.15% 225,000 240,390
    10,000 SHS THE SOUTHERN COMPANY - 5.25% 250,000 268,600
    16,000 SHS VORNADO REALTY TRUST, 5.4% 400,000 402,880
    5,000 SHS W R BERKLEY - 5.75% 125,000 128,200
    10,000 SHS WELLS FARGO & CO - 5.7% 250,000 256,000
    2,500 SHS WELLS FARGO & CO - 5.5% 62,500 65,600
    2,500 SHS WELLS FARGO & CO - 5.625% 62,500 66,850

    TY 2020 InvestmentsLandSchedule2
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 2,140 2,140    
    Machinery and Equipment 2,885 2,885    

    TY 2020 LandEtcSchedule2
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 2,231 478 1,753  
    Machinery and Equipment 3,114 1,805 1,309 3,062


    TY 2020 OtherExpensesSchedule
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND AMORTIZATION 10,374      
    BROKER FEES 175 175    
    COMPUTER SERVICES 1,098     1,098
    CONTRACT SERVICES 43     43
    GENERAL INSURANCE 10,165     10,165
    MEMBERSHIP DUES 765     765
    POSTAGE 81     81
    STORAGE 1,640     1,640
    SUPPLIES 1,196     1,196


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 573 573  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    INCOME TAX PAYABLE 5,000 35,000


    TY 2020 TaxesSchedule
    Name:
    THE BURDINE JOHNSON FOUNDATION
    EIN:
    74-6036669
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX -2020 35,000      
    FOREIGN TAXES 4,023 4,023    
    PAYROLL TAXES 12,315 2,463   9,852