Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$35,595,816J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 988,993 974,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 143,673
b Gross sales price for all assets on line 6a 4,224,238
7 Capital gain net income (from Part IV, line 2)... 143,673
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).......      
12 Total. Add lines 1 through 11........ 1,132,666 1,118,053  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 149,535 29,907   119,627
14 Other employee salaries and wages...... 138,398 27,680   110,718
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,107     13,107
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,383 1,106   277
c Other professional fees (attach schedule)....        
17 Interest............... 551 551    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
58,278 23,293   12,985
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
319    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,177     10,177
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
15,095 175   13,566
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 386,843 82,712   280,457
25 Contributions, gifts, grants paid....... 1,613,500 1,613,500
26 Total expenses and disbursements. Add lines 24 and 25 2,000,343 82,712   1,893,957
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -867,677
b Net investment income (if negative, enter -0-) 1,035,341
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 733,903 553,265 553,265
3 Accounts receivable right arrow14,795
Less: allowance for doubtful accounts right arrow   20,245 14,795 14,795
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 28,649,758 Click to see attachment
List of Attached Documents:
// Content
27,974,867 		34,357,584
c Investments—corporate bonds (attach schedule)....... 674,536 Click to see attachment
List of Attached Documents:
// Content
668,157 		669,376
11 Investments—land, buildings, and equipment: basis right arrow5,025
Less: accumulated depreciation (attach schedule) right arrow5,025      
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow5,345
Less: accumulated depreciation (attach schedule) right arrow4,549 1,115 Click to see attachment
List of Attached Documents:
// Content
796 		796
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,079,557 29,211,880 35,595,816
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
22,000 		Click to see attachment
List of Attached Documents:
// Content
22,000
23 Total liabilities (add lines 17 through 22)......... 22,000 22,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 30,057,557 29,189,880
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)..... 30,057,557 29,189,880
30 Total liabilities and net assets/fund balances (see instructions). 30,079,557 29,211,880
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
30,057,557
2
Enter amount from Part I, line 27a .....................
2
-867,677
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
29,189,880
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,189,880
Form 990-PF (2023)
Form 990-PF (2023)
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 433 SHS AMER FUNDS-GROWTH FD OF AMERICA P 2022-12-16 2023-01-10
b 22,780 SHS INVESCO DEV MKTS P 2012-12-07 2023-05-24
c 11,764 SHS AMER FDS-GROWTH FD OF AMER P 2015-09-25 2023-02-10
d 16,000 VORNADO RLTY TR BOND P 2013-07-17 2023-06-13
e 137,016 SHS ALLSPRING PREM LG CO GROWTH FD P 2018-12-10 2023-02-10
9,335 SHS INVESCO DEV MKTS P 2011-01-03 2023-05-24
CASH IN LIEU GE HEALTHCARE P 1989-03-22 2023-01-04
5,000 GLENDALE AZ BOND P 2011-04-18 2023-07-01
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 23,594   21,658 1,936
b 883,163   1,038,504 -155,341
c 640,920   540,578 100,342
d 211,577   400,000 -188,423
e 1,483,876   1,735,380 -251,504
361,928   339,411 22,517
39   12 27
5,000   5,022 -22
      614,141
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       1,936
b       -155,341
c       100,342
d       -188,423
e       -251,504
      22,517
      27
      -22
       
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 2 143,673
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 1,936
Part V
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 right arrow 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) 1 14,391
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 14,391
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 14,391
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 31,805
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,805
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 27,414
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow27,414 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowwww.theburdinejohnsonfoundation.org
14
The books are in care ofright arrowLISA T GIBERSON Telephone no.right arrow (512) 312-1336

Located atright arrow317 N RAILROAD STBUDATX ZIP+4right arrow786101230
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 23,305  
P O BOX 1230
BUDA,TX78610
ROBERT C GIBERSON Trustee
30.00 		30,000 13,115  
P O BOX 1230
BUDA,TX78610
KATHERINE A JOHNSON Trustee
30.00 		40,000 13,115  
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 		82,169 13,114  
P O BOX 130
AUSTIN,TX78610
RYAN PERKINS ADMINISTRATOR
30.00 		30,000 13,115  
727 W HOPKINS
SAN MARCOS,TX78666
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
34,121,676
b
Average of monthly cash balances.......................
1b
224,443
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
34,346,119
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
34,346,119
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
515,192
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,830,927
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,691,546
Part X
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 IX, line 6..................
1
1,691,546
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,391
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,391
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,677,155
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,677,155
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,677,155
Part XI
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
1,893,957
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,893,957
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,677,155
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 126,276
b From 2019...... 106,226
c From 2020...... 168,690
d From 2021......  
e From 2022...... 191,474
f Total of lines 3a through e ........ 592,666
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,893,957
a Applied to 2022, 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 2023 distributable amount..... 1,677,155
e Remaining amount distributed out of corpus 216,802
5 Excess distributions carryover applied to 2023.    
(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 5 809,468
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		126,276
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		683,192
10 Analysis of line 9:
a Excess from 2019.... 106,226
b Excess from 2020.... 168,690
c Excess from 2021....  
d Excess from 2022.... 191,474
e Excess from 2023.... 216,802
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 		    AWARD AND PUBLISHING COSTS OF ASF CONTEST ISSUE 40,000
AMIGOS DE JESUS MINISTRY


PO BOX 106
WIMBERLY,TX78676 		    FUNDS TO PURCHASE ITEMS FOR FOOD PANTRY PROJECT 10,000
AUSTIN CLASSICAL GUITAR


PO BOX 4072
AUSTIN,TX78765 		    NEW PROGRAM AT GOODNIGHT & MILLER MS-SAN MARCOS 10,000
AUSTIN COMMUNITY FOUNDATION


4315 GUADALUPE STREET SUITE 300
AUSTIN,TX78751 		    SHIELD RANCH FOUNDATION FUND - PLEDGE PMT #2 OF 2 25,000
AUSTIN HABITAT FOR HUMANITY


500 W BEN WHITE BLVD
AUSTIN,TX78704 		    ASSIST IN 2024 NEW AHH AFFORDABLE HOME IN SAN MARCOS, TX 25,000
CENTRAL TEXAS FOOD BANK


6500 METROPOLIS
AUSTIN,TX78744 		    MOBILE FOOD PANTRY SITES IN HAYS COUNTY 15,000
CENTRO CULTURAL HISPANO DE SAN MARC


PO BOX 1553
SAN MARCOS,TX78667 		    OPERATIONAL NEEDS TO ENSURE PROGRAMMING 70,000
COMMUNITIES IN SCHOOLS OF CENTRAL T


3000 SOUTH IH-35 SUITE 200
AUSTIN,TX78704 		    PMT #1 OF 2 YR $100,000 PLEDGE HAYS COUNTY SCHOOL PROGRAMMING SUPPORT 50,000
CRISIS BREAD BASKET OF WIMBERLY


PO BOX 1721
WIMBERLY,TX78676 		    OPERATIONAL - YEAR 2024. WCBB SUMMER/WINTER SUPPLEMENTAL FOODBOX PROGRAM 8,500
FOSTER ANGELS OF CENTRAL TEXAS


PO BOX 1525709
AUSTIN,TX78715 		    ASSIST HAYS COUNTY YOUTH IN FOSTER CARE 15,000
GIRLS EMPOWERMENT NETWORK


PO BOX 3122
AUSTIN,TX78704 		    ANNUAL DONATION FOR OPERATIONS 2,500
GREATER SAN MARCOS AREA SENIORS ASS


222 W SAN ANTONIO ST
SAN MARCOS,TX78666 		    OPERATIONAL SUPPORT 35,000
HAYS-CALDWELL WOMEN'S CENTER


PO BOX 234
SAN MARCOS,TX78667 		    OPERATIONS 2,500
HAYS CONSOLIDATED ISD


21003 IH 35
KYLE,TX78640 		    PURCHASE OF TWO WIRELESS BODY MICS FOR BCJ THEATRE 25,000
MARBRIDGE FOUNDATION


2310 BLISS SPILLAR ROAD
MANCHACA,TX78652 		    TRAINING & EDUCATION PROGRAMMING 15,000
ONION CREEK SENIOR CITIZENS CENTER


PO BOX 65
BUDA,TX78610 		    GENERAL OPERATIONAL SUPPORT FOR PROGRAMS 2,500
PLANNED PARENTHOOD OF GREATER TEXAS


201 EAST BEN WHITE BLVD BLDG B
AUSTIN,TX78704 		    OPERATING FUNDS FOR HEALTHCARE SERVICES/EDUCATION 50,000
SETON HAYS FOUNDATION


1345 PHILOMENA SUITE 400
AUSTIN,TX78723 		    PMT 3 OF 3, $300,000 PLEDGE FOR CARDIOLOGY PROGRAM EXPANSION 100,000
THE AUSTIN CENTER FOR GRIEF AND LOS


2413 GREENLAWN PKWY
AUSTIN,TX78757 		    SCHOOL-BASED GRIEF GROUPS WITH CIS IN HAYS CISD SCHOOLS 10,000
THE BURKE FOUNDATION


PO BOX 40
DRIFTWOOD,TX78619 		    RE-TILE ROOF OF OLD WEIGHT ROOM 20,000
THE JAMES DICK FOUNDATION FOR THE P


PO BOX 89
ROUND TOP,TX78954 		    OPERATIONAL SUPPORT 100,000
THE NATURE CONSERVANCY OF TEXAS


200 E GRAYSON ST STE 202
SAN ANTONIO,TX78215 		    OPERATIONAL SUPPORT 100,000
PRESERVATION TEXAS INC


PO BOX 3514
SAN MARCOS,TX78666 		    FOR OPERATIONAL AND PROGRAM SUPPORT 79,500
THE TEXAS TRIBUNE


919 CONGRESS AVENUE
AUSTIN,TX78701 		    PMT #2 OF 2 YEAR PLEDGE - PROGRAMMATIC COVERAGE 50,000
TOM GREEN ELEMENTARY PTO


1301 OLD GOFORTH ROAD
BUDA,TX78610 		    OPERATIONAL SUPPORT 2,500
WONDERS AND WORRIES


923 WESTBANK DRIVE SUITE 3
AUSTIN,TX78746 		    ILLNESS EDUCATION, PARENTING SUPPORT, THERAPEUTIC SERVICES 5,000
CALABOOSE AFRICAN AMERICAN HISTORY


PO BOX 481
SAN MARCOS,TX78667 		    MUSEUM PROGRAMMING, EVENTS, OPERATIONS, & PROJECTS 25,000
GREAT SPRINGS PROJECT


PO BOX 12331
AUSTIN,TX78711 		    OPERATING EXPENSES TO INDENTIFY CRITICAL LAND PARCELS FOR PROTECTION 25,000
IMAGINE FOR ALL


401 GREEN ACRES DR SUITE 100
WIMBERLY,TX78676 		    PROJECT (YOUTH MENTAL WELLNESS/ STORYTELLING) 15,000
LEARNING BRIDGE


PO BOX 160772
AUSTIN,TX78716 		    FUND STAFF TO SUSTAIN/GROW TUTORING SERVICES FOR YOUTH IN FOSTER CARE 50,000
TEXAS VETERINARY MEDICAL FOUNDATION


8104 EXCHANGE DRIVE
AUSTIN,TX78754 		    FUNDING FOR LENDING ECONOMIC ASSISTANCE FOR PETS (LEAP) 5,000
THE INDIGENOUS CULTURES INSTITUTE


PO BOX 1414
SAN MARCOS,TX78666 		    ASSIST LANGUAGE PROGRAM 2024 POWWOW TANK INSTITUTE 20,000
TREAD COALITION


11601 W HWY 290 SUITE A101-369
AUSTIN,TX78737 		    OPERTIONAL SUPPORT FOR TREAD LAWNOWNER EDUCATION AND ACTION CENTER 30,000
AMALA FOUNDATION


1006 SOUTH 8TH STREET
AUSTIN,TX78704 		    FUNDING FOR CIRCLE UP PROGRAMMING IN HAYS CISD 27,000
AUSTIN PETS ALIVE


1156 W CEASAR CHAVEZ ST
AUSTIN,TX78703 		    RESCUE, TREAT, & ADOPT OUT AT-RISK PETS FROM SAN MARCOS 10,000
HOME CENTER


903 NORTH IH 35
SAN MARCOS,TX78666 		    OPERATIONS FOR HOME EMERGENCY SHELTER PRG 3,000
TEXAS STATE UNIVERISTY


601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		    KAP VISITING WRITERS SERIES/ KAP HOUSE OPERATIONS 150,000
TORCH LITERARY ARTS


5540 N LAMAR BLVD 39
AUSTIN,TX78756 		    OPERATIONAL/PROGRAM ASSISTANCE TO PROMOTE BLACK WOMEN WRITERS 25,000
UNIVERSITY OF NORTH TEXAS FOUNDATIO


1155 UNION CIRCLE 305190
DENTON,TX76203 		    PMT #2 OF 2 - TX HISTORY FOR TEACHERS 25,000
AFFECT CHANGE INC DBA COLORCANCER


5555 N LAMAR BLVD SUITE L-123
AUSTIN,TX78751 		NONE   PROVIDE CANCER PATIENTS WITH FREE ESSENTIAL CARE SUPPLIES 10,000
AUSTIN CREATIVE ALLIANCE


500 W BEN WHITE BLVD
AUSTIN,TX78704 		    FISCAL AGENT FOR JAM LLC DBA COLD TOWNE THEATER - PMT #1 OF 2 FOR PERMANENT PHYSICAL SPACE 25,000
CITY OF KYLE


PO BOX 40
KYLE,TX78640 		    PARKS & RECREATION DEPT COMMUNITY GARDEN CREATION ASSISTANCE 25,000
COMMUNITY ACTION INC OF CENTRAL TEX


PO BOX 748
SAN MARCOS,TX78667 		    PMT 1 OF 2 - PARTIAL SALARIES AND CONSULTANT 50,000
FOREVER 15 PROJECT


143 SAMUEL DRIVE UNIT A
BUDA,TX78610 		    COMMUNITY AWARENESS & FIGHT FENTANYL CRISIS 3,000
HILL COUNTRY SCIENCE MILL


PO BOX 38
JOHNSON CITY,TX78636 		    2 WEEK STEM SCI CAMPS AT SAN MARCOS ISD 20,000
RIPARIUS PROJECT


326 NORTH LBJ DRIVE
SAN MARCOS,TX78666 		    OPERATIONAL SUPPORT 30,000
SAN MARCOS YOUTH SERVICE BUREAU INC


2004-B MEDICAL PARKWAY
SAN MARCOS,TX78666 		    OPERATIONAL SUPPORT 45,000
STARLIGHT SYMPHONY ORCHESTRA


PO BOX 171
WIMBERLY,TX78767 		    OPERATIONAL SUPPORT 2,500
TEXAS AM UNIVERSITY PRESS


4354 TAMU
COLLEGE STATION,TX77843 		    OPERATIONAL SUPPORT 20,000
TEXAS INSTITUTE OF LETTERS


PO BOX 130294
SPRING,TX77393 		    OPERATIONAL SUPPORT 35,000
TRANSFORMATIONS BY AUSTIN ANGELS


401 FM 967
BUDA,TX78610 		    OPERATIONAL SUPPORT 10,000
THE UNIVERSITY OF TEXAS AT AUSTIN


300 WEST DEAN KEATON ST A0704
AUSTIN,TX78712 		    TX HISTORY FOR TEACHERS 50,000
ZACH THEATRE


1510 TOOMEY RD
AUSTIN,TX78704 		    OPERATIONAL SUPPORT 10,000
Total .................................right arrow 3a 1,613,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 988,993  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 143,673  
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) ..   1,132,666  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,132,666
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION/ACCOUNTING 1,383 1,106 0 277

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

TY 2023 DepreciationSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
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
UPLIFT V2-L SHAPED DESK 2019-07-01 2,231 1,116 SL 7.0000 319      

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
100,000 BELL SOUTH CORP 6.55% 104,294 104,666
100,000 WESTERN UNION 6.24% 100,949 103,776
250,000 CITIGROUP INC 5% 232,193 243,160
100,000 CARROLL TX ISD 108,979 101,854
100,000 DALLAS TX ISD 106,692 100,760
40,000 GLENDALE AZ EXCISE TAX 6.077% 15,050 15,160

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
20,000 SHS AT&T 588,733 335,600
4,400 SHS CHEVRON CORP 71,139 656,304
8,550 SHS EXXON MOBIL CORP 139,200 854,829
1,625 SHS GENERAL ELECTRIC 38,797 207,399
8,700 SHS INTEL CORP 265,385 437,175
2,900 SHS JOHNSON & JOHNSON 120,207 454,546
3,235 SHS MICROSOFT CORP 97,497 1,216,489
3,200 SHS NORFOLK SOUTHERN 112,678 756,416
2,110 SHS PEPSICO 102,889 358,362
10,450 SHS PFIZER 30,234 300,856
1,296 SHS VIATRIS INC 1,659 14,036
69 SHS WABTEC INC 5,386 8,756
5,960 SHS ALPS ETF TRUST ALERIAN MLP ETF 274,543 253,419
37,500 SHS BLACKROCK CAPITAL ALLOCATION 687,946 560,625
25,000 SHS BLACKROCK HEALTH SCIENCES TR 457,749 366,250
60,000 SHS CALAMOS LONG-SHORT EQUITY & D 1,169,956 867,000
26,250 SHS DOUBLELINE YIELD OPPORTUNITIE 520,123 390,337
7,575 SHS ISHARES CORE SMALL CAP EFT 728,488 819,994
17,417.308 SHS AMERICAN FUNDS CAP WORLD 700,191 1,047,129
7,223.154 SHS AMER FUNDS EURO PACIFIC GR 375,957 395,034
40,192.386 SHS AMERICAN INCOME FUNDS 728,772 942,110
12,034.846 SHS AMER WASHINGTON MUTUAL IN 492,645 688,393
23,559.305 SHS BLACKROCK GLOBAL ALLOCATI 432,243 430,664
122,527.762 SHS EATON VANCE ATLANTA CAP 2,513,012 3,896,383
28,487.08 SHS FIRST EAGLE GLOBAL FUND 1,431,857 1,797,250
146,158.568 SHS LOOMIS SAYLES GROWTH FUN 1,718,829 3,054,714
141,253.573 SHS MFS INTERNATIONAL DIVERS 2,549,471 3,100,516
35,612.032 SHS MFS INTERNATIONAL INTRINS 1,463,801 1,330,466
3.900 SHS MFS LTD MATURITY FUND CL A 24 23
10,000 SHS AXIS CAPITAL HOLDINGS 5.5% 250,000 209,100
10,000 SHS BANK OF AMERICA CORP -4.25% 250,000 185,200
20,000 SHS GOLDMAN SACHS GRP 508,005 505,400
2,500 SHS WELLS FARGO & CO - 5.625% 62,500 59,825
37,500 SHS BLACKROCK INNOVATION & GROWTH 657,909 274,875
1,725 SHS ISHARES RUSSELL 2000 ETF 399,160 346,225
50,000 SHS- PIMCO DYNAMIC INC OPPORTUN 1,000,000 612,000
37,500 SHS - THRONBURG INCOME BUILDER OP 750,000 581,625
1,825 SHS - VANGUARD SMALL-CAP EFT 401,449 389,327
1,315 SHS - VANGUARD SMALL CAP GROWTH ET 399,776 317,928
4,838 SHS WARNER BROTHERS DISCOVERY 180,643 55,056
100,400 SHS COHEN & STREETS TAX-ADVANTAG 2,139,160 1,808,204
541 SHS GE HEALTHCARE TECH 11,601 41,830
19,450 SHS ISHARES CORE MSCI EMER MKT 939,283 983,781
26,751.24 SHS CALVERT EQ FUND CLASS I 2,205,970 2,446,133

TY 2023 InvestmentsLandSchedule2
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
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 2023 LandEtcSchedule2
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Auto./Transportation Equip.       796
Furniture and Fixtures 2,231 1,435 796  
Machinery and Equipment 3,114 3,114    


TY 2023 LegalFeesSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY FEES 13,107 0 0 13,107


TY 2023 OtherExpensesSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUTO REIMBURSEMENT 393     393
BOND AMORTIZATION 1,354      
BROKER FEES 175 175    
COMPUTER SERVICES 1,447     1,447
GENERAL INSURANCE 5,508     5,508
MEMBERSHIP DUES 1,875     1,875
POSTAGE 67     67
STORAGE 1,872     1,872
SUPPLIES 1,437     1,437
TELEPHONE 967     967


TY 2023 OtherLiabilitiesSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
INCOME TAX PAYABLE 22,000 22,000


TY 2023 TaxesSchedule
Name:
THE BURDINE JOHNSON FOUNDATION
EIN:
74-6036669
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX -2023 22,000      
FOREIGN TAXES 20,047 20,047    
PAYROLL TAXES 16,231 3,246   12,985