2024-11-11T08:50:58-08:00 2023-12-31 742795393 Stoner & Bouldin LLP 8403 Shoal Creek Blvd Ste 200 Austin TX 78757 990PF 2023-01-01 746036669 THE BURDINE JOHNSON FOUNDATION BURD 5123121336 P O BOX 1230 BUDA TX 78610 ROBERT C GIBERSON Trustee 2024-11-11 true true SUSAN SEALS STONER P01264179 5124581391 2023 2024-10-15 13:58:12Z X 35595816 X X 988993 974380 143673 4224238 143673 1132666 1118053 149535 29907 119627 138398 27680 110718 13107 13107 1383 1106 277 551 551 58278 23293 12985 319 10177 10177 15095 175 13566 386843 82712 280457 1613500 1613500 2000343 82712 1893957 -867677 1035341 733903 553265 553265 14795 20245 14795 14795 28649758 27974867 34357584 674536 668157 669376 5025 5025 5345 4549 1115 796 796 30079557 29211880 35595816 22000 22000 22000 22000 X 30057557 29189880 30057557 29189880 30079557 29211880 30057557 -867677 29189880 29189880 433 SHS AMER FUNDS-GROWTH FD OF AMERICA P 2022-12-16 2023-01-10 23594 21658 1936 1936 22,780 SHS INVESCO DEV MKTS P 2012-12-07 2023-05-24 883163 1038504 -155341 -155341 11,764 SHS AMER FDS-GROWTH FD OF AMER P 2015-09-25 2023-02-10 640920 540578 100342 100342 16,000 VORNADO RLTY TR BOND P 2013-07-17 2023-06-13 211577 400000 -188423 -188423 137,016 SHS ALLSPRING PREM LG CO GROWTH FD P 2018-12-10 2023-02-10 1483876 1735380 -251504 -251504 9,335 SHS INVESCO DEV MKTS P 2011-01-03 2023-05-24 361928 339411 22517 22517 CASH IN LIEU GE HEALTHCARE P 1989-03-22 2023-01-04 39 12 27 27 5,000 GLENDALE AZ BOND P 2011-04-18 2023-07-01 5000 5022 -22 -22 Capital Gain Dividends 614141 143673 1936 14391 14391 14391 31805 10000 41805 X 27414 27414 false false false false false false false true true TX true false false false false true www.theburdinejohnsonfoundation.org LISA T GIBERSON 5123121336 317 N RAILROAD ST BUDA TX 786101230 false false false false false false false false false false false false false false false false false false false false false false WILLIAM T JOHNSON P O BOX 1230 BUDA TX 78610 Trustee 30.00 30000 23305 ROBERT C GIBERSON P O BOX 1230 BUDA TX 78610 Trustee 30.00 30000 13115 KATHERINE A JOHNSON P O BOX 1230 BUDA TX 78610 Trustee 30.00 40000 13115 LISA GIBERSON P O BOX 130 AUSTIN TX 78610 ADMINISTRATOR 30.00 82169 13114 RYAN PERKINS 727 W HOPKINS SAN MARCOS TX 78666 ADMINISTRATOR 30.00 30000 13115 NONE 34121676 224443 0 34346119 0 34346119 515192 33830927 1691546 1691546 14391 14391 1677155 1677155 1677155 1893957 1893957 1677155 126276 106226 168690 191474 592666 1893957 0 1677155 216802 809468 0 126276 683192 106226 168690 191474 216802 THE BURDINE JOHNSON FOUNDATION P O BOX 1230 BUDA TX 78610 5123121336 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. NONE NONE AMERICAN SHORT FICTION PO BOX 4152 AUSTIN TX 78765 AWARD AND PUBLISHING COSTS OF ASF CONTEST ISSUE 40000 AMIGOS DE JESUS MINISTRY PO BOX 106 WIMBERLY TX 78676 FUNDS TO PURCHASE ITEMS FOR FOOD PANTRY PROJECT 10000 AUSTIN CLASSICAL GUITAR PO BOX 4072 AUSTIN TX 78765 NEW PROGRAM AT GOODNIGHT & MILLER MS-SAN MARCOS 10000 AUSTIN COMMUNITY FOUNDATION 4315 GUADALUPE STREET SUITE 300 AUSTIN TX 78751 SHIELD RANCH FOUNDATION FUND - PLEDGE PMT #2 OF 2 25000 AUSTIN HABITAT FOR HUMANITY 500 W BEN WHITE BLVD AUSTIN TX 78704 ASSIST IN 2024 NEW AHH AFFORDABLE HOME IN SAN MARCOS, TX 25000 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS AUSTIN TX 78744 MOBILE FOOD PANTRY SITES IN HAYS COUNTY 15000 CENTRO CULTURAL HISPANO DE SAN MARC PO BOX 1553 SAN MARCOS TX 78667 OPERATIONAL NEEDS TO ENSURE PROGRAMMING 70000 COMMUNITIES IN SCHOOLS OF CENTRAL T 3000 SOUTH IH-35 SUITE 200 AUSTIN TX 78704 PMT #1 OF 2 YR $100,000 PLEDGE HAYS COUNTY SCHOOL PROGRAMMING SUPPORT 50000 CRISIS BREAD BASKET OF WIMBERLY PO BOX 1721 WIMBERLY TX 78676 OPERATIONAL - YEAR 2024. WCBB SUMMER/WINTER SUPPLEMENTAL FOODBOX PROGRAM 8500 FOSTER ANGELS OF CENTRAL TEXAS PO BOX 1525709 AUSTIN TX 78715 ASSIST HAYS COUNTY YOUTH IN FOSTER CARE 15000 GIRLS EMPOWERMENT NETWORK PO BOX 3122 AUSTIN TX 78704 ANNUAL DONATION FOR OPERATIONS 2500 GREATER SAN MARCOS AREA SENIORS ASS 222 W SAN ANTONIO ST SAN MARCOS TX 78666 OPERATIONAL SUPPORT 35000 HAYS-CALDWELL WOMEN'S CENTER PO BOX 234 SAN MARCOS TX 78667 OPERATIONS 2500 HAYS CONSOLIDATED ISD 21003 IH 35 KYLE TX 78640 PURCHASE OF TWO WIRELESS BODY MICS FOR BCJ THEATRE 25000 MARBRIDGE FOUNDATION 2310 BLISS SPILLAR ROAD MANCHACA TX 78652 TRAINING & EDUCATION PROGRAMMING 15000 ONION CREEK SENIOR CITIZENS CENTER PO BOX 65 BUDA TX 78610 GENERAL OPERATIONAL SUPPORT FOR PROGRAMS 2500 PLANNED PARENTHOOD OF GREATER TEXAS 201 EAST BEN WHITE BLVD BLDG B AUSTIN TX 78704 OPERATING FUNDS FOR HEALTHCARE SERVICES/EDUCATION 50000 SETON HAYS FOUNDATION 1345 PHILOMENA SUITE 400 AUSTIN TX 78723 PMT 3 OF 3, $300,000 PLEDGE FOR CARDIOLOGY PROGRAM EXPANSION 100000 THE AUSTIN CENTER FOR GRIEF AND LOS 2413 GREENLAWN PKWY AUSTIN TX 78757 SCHOOL-BASED GRIEF GROUPS WITH CIS IN HAYS CISD SCHOOLS 10000 THE BURKE FOUNDATION PO BOX 40 DRIFTWOOD TX 78619 RE-TILE ROOF OF OLD WEIGHT ROOM 20000 THE JAMES DICK FOUNDATION FOR THE P PO BOX 89 ROUND TOP TX 78954 OPERATIONAL SUPPORT 100000 THE NATURE CONSERVANCY OF TEXAS 200 E GRAYSON ST STE 202 SAN ANTONIO TX 78215 OPERATIONAL SUPPORT 100000 PRESERVATION TEXAS INC PO BOX 3514 SAN MARCOS TX 78666 FOR OPERATIONAL AND PROGRAM SUPPORT 79500 THE TEXAS TRIBUNE 919 CONGRESS AVENUE AUSTIN TX 78701 PMT #2 OF 2 YEAR PLEDGE - PROGRAMMATIC COVERAGE 50000 TOM GREEN ELEMENTARY PTO 1301 OLD GOFORTH ROAD BUDA TX 78610 OPERATIONAL SUPPORT 2500 WONDERS AND WORRIES 923 WESTBANK DRIVE SUITE 3 AUSTIN TX 78746 ILLNESS EDUCATION, PARENTING SUPPORT, THERAPEUTIC SERVICES 5000 CALABOOSE AFRICAN AMERICAN HISTORY PO BOX 481 SAN MARCOS TX 78667 MUSEUM PROGRAMMING, EVENTS, OPERATIONS, & PROJECTS 25000 GREAT SPRINGS PROJECT PO BOX 12331 AUSTIN TX 78711 OPERATING EXPENSES TO INDENTIFY CRITICAL LAND PARCELS FOR PROTECTION 25000 IMAGINE FOR ALL 401 GREEN ACRES DR SUITE 100 WIMBERLY TX 78676 PROJECT (YOUTH MENTAL WELLNESS/ STORYTELLING) 15000 LEARNING BRIDGE PO BOX 160772 AUSTIN TX 78716 FUND STAFF TO SUSTAIN/GROW TUTORING SERVICES FOR YOUTH IN FOSTER CARE 50000 TEXAS VETERINARY MEDICAL FOUNDATION 8104 EXCHANGE DRIVE AUSTIN TX 78754 FUNDING FOR LENDING ECONOMIC ASSISTANCE FOR PETS (LEAP) 5000 THE INDIGENOUS CULTURES INSTITUTE PO BOX 1414 SAN MARCOS TX 78666 ASSIST LANGUAGE PROGRAM 2024 POWWOW TANK INSTITUTE 20000 TREAD COALITION 11601 W HWY 290 SUITE A101-369 AUSTIN TX 78737 OPERTIONAL SUPPORT FOR TREAD LAWNOWNER EDUCATION AND ACTION CENTER 30000 AMALA FOUNDATION 1006 SOUTH 8TH STREET AUSTIN TX 78704 FUNDING FOR CIRCLE UP PROGRAMMING IN HAYS CISD 27000 AUSTIN PETS ALIVE 1156 W CEASAR CHAVEZ ST AUSTIN TX 78703 RESCUE, TREAT, & ADOPT OUT AT-RISK PETS FROM SAN MARCOS 10000 HOME CENTER 903 NORTH IH 35 SAN MARCOS TX 78666 OPERATIONS FOR HOME EMERGENCY SHELTER PRG 3000 TEXAS STATE UNIVERISTY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 KAP VISITING WRITERS SERIES/ KAP HOUSE OPERATIONS 150000 TORCH LITERARY ARTS 5540 N LAMAR BLVD 39 AUSTIN TX 78756 OPERATIONAL/PROGRAM ASSISTANCE TO PROMOTE BLACK WOMEN WRITERS 25000 UNIVERSITY OF NORTH TEXAS FOUNDATIO 1155 UNION CIRCLE 305190 DENTON TX 76203 PMT #2 OF 2 - TX HISTORY FOR TEACHERS 25000 AFFECT CHANGE INC DBA COLORCANCER 5555 N LAMAR BLVD SUITE L-123 AUSTIN TX 78751 NONE PROVIDE CANCER PATIENTS WITH FREE ESSENTIAL CARE SUPPLIES 10000 AUSTIN CREATIVE ALLIANCE 500 W BEN WHITE BLVD AUSTIN TX 78704 FISCAL AGENT FOR JAM LLC DBA COLD TOWNE THEATER - PMT #1 OF 2 FOR PERMANENT PHYSICAL SPACE 25000 CITY OF KYLE PO BOX 40 KYLE TX 78640 PARKS & RECREATION DEPT COMMUNITY GARDEN CREATION ASSISTANCE 25000 COMMUNITY ACTION INC OF CENTRAL TEX PO BOX 748 SAN MARCOS TX 78667 PMT 1 OF 2 - PARTIAL SALARIES AND CONSULTANT 50000 FOREVER 15 PROJECT 143 SAMUEL DRIVE UNIT A BUDA TX 78610 COMMUNITY AWARENESS & FIGHT FENTANYL CRISIS 3000 HILL COUNTRY SCIENCE MILL PO BOX 38 JOHNSON CITY TX 78636 2 WEEK STEM SCI CAMPS AT SAN MARCOS ISD 20000 RIPARIUS PROJECT 326 NORTH LBJ DRIVE SAN MARCOS TX 78666 OPERATIONAL SUPPORT 30000 SAN MARCOS YOUTH SERVICE BUREAU INC 2004-B MEDICAL PARKWAY SAN MARCOS TX 78666 OPERATIONAL SUPPORT 45000 STARLIGHT SYMPHONY ORCHESTRA PO BOX 171 WIMBERLY TX 78767 OPERATIONAL SUPPORT 2500 TEXAS AM UNIVERSITY PRESS 4354 TAMU COLLEGE STATION TX 77843 OPERATIONAL SUPPORT 20000 TEXAS INSTITUTE OF LETTERS PO BOX 130294 SPRING TX 77393 OPERATIONAL SUPPORT 35000 TRANSFORMATIONS BY AUSTIN ANGELS 401 FM 967 BUDA TX 78610 OPERATIONAL SUPPORT 10000 THE UNIVERSITY OF TEXAS AT AUSTIN 300 WEST DEAN KEATON ST A0704 AUSTIN TX 78712 TX HISTORY FOR TEACHERS 50000 ZACH THEATRE 1510 TOOMEY RD AUSTIN TX 78704 OPERATIONAL SUPPORT 10000 1613500 14 988993 18 143673 1132666 1132666 false false false false false false false false false false TAX PREPARATION/ACCOUNTING 1383 1106 0 277 UPLIFT V2-L SHAPED DESK 2019-07-01 2231 1116 SL 7.0000 319 100,000 BELL SOUTH CORP 6.55% 104294 104666 100,000 WESTERN UNION 6.24% 100949 103776 250,000 CITIGROUP INC 5% 232193 243160 100,000 CARROLL TX ISD 108979 101854 100,000 DALLAS TX ISD 106692 100760 40,000 GLENDALE AZ EXCISE TAX 6.077% 15050 15160 20,000 SHS AT&T 588733 335600 4,400 SHS CHEVRON CORP 71139 656304 8,550 SHS EXXON MOBIL CORP 139200 854829 1,625 SHS GENERAL ELECTRIC 38797 207399 8,700 SHS INTEL CORP 265385 437175 2,900 SHS JOHNSON & JOHNSON 120207 454546 3,235 SHS MICROSOFT CORP 97497 1216489 3,200 SHS NORFOLK SOUTHERN 112678 756416 2,110 SHS PEPSICO 102889 358362 10,450 SHS PFIZER 30234 300856 1,296 SHS VIATRIS INC 1659 14036 69 SHS WABTEC INC 5386 8756 5,960 SHS ALPS ETF TRUST ALERIAN MLP ETF 274543 253419 37,500 SHS BLACKROCK CAPITAL ALLOCATION 687946 560625 25,000 SHS BLACKROCK HEALTH SCIENCES TR 457749 366250 60,000 SHS CALAMOS LONG-SHORT EQUITY & D 1169956 867000 26,250 SHS DOUBLELINE YIELD OPPORTUNITIE 520123 390337 7,575 SHS ISHARES CORE SMALL CAP EFT 728488 819994 17,417.308 SHS AMERICAN FUNDS CAP WORLD 700191 1047129 7,223.154 SHS AMER FUNDS EURO PACIFIC GR 375957 395034 40,192.386 SHS AMERICAN INCOME FUNDS 728772 942110 12,034.846 SHS AMER WASHINGTON MUTUAL IN 492645 688393 23,559.305 SHS BLACKROCK GLOBAL ALLOCATI 432243 430664 122,527.762 SHS EATON VANCE ATLANTA CAP 2513012 3896383 28,487.08 SHS FIRST EAGLE GLOBAL FUND 1431857 1797250 146,158.568 SHS LOOMIS SAYLES GROWTH FUN 1718829 3054714 141,253.573 SHS MFS INTERNATIONAL DIVERS 2549471 3100516 35,612.032 SHS MFS INTERNATIONAL INTRINS 1463801 1330466 3.900 SHS MFS LTD MATURITY FUND CL A 24 23 10,000 SHS AXIS CAPITAL HOLDINGS 5.5% 250000 209100 10,000 SHS BANK OF AMERICA CORP -4.25% 250000 185200 20,000 SHS GOLDMAN SACHS GRP 508005 505400 2,500 SHS WELLS FARGO & CO - 5.625% 62500 59825 37,500 SHS BLACKROCK INNOVATION & GROWTH 657909 274875 1,725 SHS ISHARES RUSSELL 2000 ETF 399160 346225 50,000 SHS- PIMCO DYNAMIC INC OPPORTUN 1000000 612000 37,500 SHS - THRONBURG INCOME BUILDER OP 750000 581625 1,825 SHS - VANGUARD SMALL-CAP EFT 401449 389327 1,315 SHS - VANGUARD SMALL CAP GROWTH ET 399776 317928 4,838 SHS WARNER BROTHERS DISCOVERY 180643 55056 100,400 SHS COHEN & STREETS TAX-ADVANTAG 2139160 1808204 541 SHS GE HEALTHCARE TECH 11601 41830 19,450 SHS ISHARES CORE MSCI EMER MKT 939283 983781 26,751.24 SHS CALVERT EQ FUND CLASS I 2205970 2446133 Furniture and Fixtures 2140 2140 Machinery and Equipment 2885 2885 Auto./Transportation Equip. 796 Furniture and Fixtures 2231 1435 796 Machinery and Equipment 3114 3114 ATTORNEY FEES 13107 0 0 13107 AUTO REIMBURSEMENT 393 393 BOND AMORTIZATION 1354 BROKER FEES 175 175 COMPUTER SERVICES 1447 1447 GENERAL INSURANCE 5508 5508 MEMBERSHIP DUES 1875 1875 POSTAGE 67 67 STORAGE 1872 1872 SUPPLIES 1437 1437 TELEPHONE 967 967 INCOME TAX PAYABLE 22000 22000 EXCISE TAX -2023 22000 FOREIGN TAXES 20047 20047 PAYROLL TAXES 16231 3246 12985