Civic Intelligence

The Burdine Johnson Foundation

EIN 74-6036669 • Buda, TX

P O Box 1230Buda, TX 78610
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$56,163

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

301%

Faster revenue growth than 97% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$31,680,746

Up $2,468,866 (+8.5%) from 2023

Liabilities

Up

$80,688

Up $58,688 (+267%) from 2023

Net Assets

Up

$31,600,058

Up $2,410,178 (+8.3%) from 2023

Revenue

Up

$4,546,640

Up $3,413,974 (+301%) from 2023

Expenses

Up

$2,136,462

Up $136,119 (+6.8%) from 2023

Net Income

Up

$2,410,178

Up $3,277,855 (+378%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $26,342,968Liabilities 2011: $02011Assets 2012: $27,264,950Liabilities 2012: $15,0002012Assets 2013: $26,493,180Liabilities 2013: $02013Assets 2014: $26,762,107Liabilities 2014: $18,0002014Assets 2015: $26,487,329Liabilities 2015: $02015Assets 2019: $28,560,832Liabilities 2019: $5,0002019Assets 2020: $28,859,305Liabilities 2020: $35,000Net Assets 2020: $28,824,3052020Assets 2021: $29,960,002Liabilities 2021: $20,000Net Assets 2021: $29,940,0022021Assets 2022: $30,079,557Liabilities 2022: $22,000Net Assets 2022: $30,057,5572022Assets 2023: $29,211,880Liabilities 2023: $22,000Net Assets 2023: $29,189,8802023Assets 2024: $31,680,746Liabilities 2024: $80,688Net Assets 2024: $31,600,0582024

Highlighted filing

2024

Assets$31,680,746
Liabilities$80,688
Net Assets$31,600,058

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $710,775Expenses 2011: $1,696,287Net Income 2011: -$985,5122011Revenue 2012: $2,673,920Expenses 2012: $1,766,938Net Income 2012: $906,9822012Revenue 2013: $1,067,785Expenses 2013: $1,824,555Net Income 2013: -$756,7702013Revenue 2014: $2,198,688Expenses 2014: $1,947,761Net Income 2014: $250,9272014Revenue 2015: $1,608,701Expenses 2015: $1,865,479Net Income 2015: -$256,7782015Revenue 2019: $2,270,946Expenses 2019: $1,926,895Net Income 2019: $344,0512019Revenue 2020: $2,232,572Expenses 2020: $1,964,099Net Income 2020: $268,4732020Revenue 2021: $3,010,652Expenses 2021: $1,894,955Net Income 2021: $1,115,6972021Revenue 2022: $2,114,654Expenses 2022: $1,997,099Net Income 2022: $117,5552022Revenue 2023: $1,132,666Expenses 2023: $2,000,343Net Income 2023: -$867,6772023Revenue 2024: $4,546,640Expenses 2024: $2,136,462Net Income 2024: $2,410,1782024

Highlighted filing

2024

Revenue$4,546,640
Expenses$2,136,462
Net Income$2,410,178

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 20, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM T JOHNSONTrusteePT$30,000$26,163$56,163
KATHERINE A JOHNSONTrusteePT$40,000$14,460$54,460
ROBERT C GIBERSONTrusteePT$30,000$14,460$44,460
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-YEAR 2024 OPERATIONAL SUPPORT - PMT #1 OF 2&YEAR 2024 OPERATIONAL SUPPORT - PMT #2 OF 2PCROUND TOP, TX, US$100,000
Paid Grant-CONSERVATION WORK-PROJECTS IN TX HILL COUNTRYPCSAN ANTONIO, TX, US$100,000
Paid Grant-PROGRAM OFFICER SALARY, OFFICE EXP, SPONSORSHIPPCSAN MARCOS, TX, US$75,000
Paid Grant-PMT #2 FOR SALARIES/CONSULTANT BREAST SCREENING PROJECT&PMT #1 of 2 - BREAST CANCER SCREENING OUTREACH PROGRAMPCSAN MARCOS, TX, US$65,000
Paid Grant-CUAUHTEMOC HALL RENOVATIONS, UPGRADESPCSAN MARCOS, TX, US$60,000
Paid Grant-COST OF 2 INFILL HOMES & LAND PURCHASE - SAN MARCOS, TXPCAUSTIN, TX, US$50,000
Paid Grant-PMT #2 OF 2 YR PLEDGE-CIS PROGRAMS IN HAYS CITY SCHOOLSPCAUSTIN, TX, US$50,000
Paid Grant-3 YR PLEDGE PMT #1 - LIBRARY CAPITAL CAMPAIGNPCDRIPPING SPRINGS, TX, US$50,000
Paid Grant-SUPPORT FOR ONGOING CORE PROGRAMS/OPERATIONSPCAUSTIN, TX, US$50,000
Paid Grant-KAP VISITING WRITERS SERIES & KAP HOUSE EXPENSESPCSAN MARCOS, TX, US$50,000
Paid Grant-FULL TIME HAYS CITY BASED KUT REPORTERPCAUSTIN, TX, US$50,000
Paid Grant-7th Annual Halifax Ranch Fiction PrizePCAUSTIN, TX, US$40,000
Paid Grant-OPERATIONS SUPPORT FOR PROGRAMS, STRATEGIC PLANS, STAFFPCAUSTIN, TX, US$40,000
Paid Grant-ASSIST WITH 2025 ANNUAL OPERATING EXPENSESPCSAN MARCOS, TX, US$35,000
Paid Grant-ASSIST WITH PROGRAMS TO REDUCE HOMELESSNESS IN HAYS CITYPCSAN MARCOS, TX, US$35,000
Paid Grant-2 STAFF SALARIES 9ED & PgM)PCAUSTIN, TX, US$35,000
Paid Grant-PROGRAM AND OPERATIONS NEEDSPCSAN MARCOS, TX, US$34,000
Paid Grant-HAYS COUNTY PROJECT GENERAL OPERATING EXPENSESPCAUSTIN, TX, US$30,000
Paid Grant-SUPPORT OF 1 PROGRAM, 1 PROJECT, OPERATING EXPENSESPCSAN MARCOS, TX, US$30,000
Paid Grant-FURNISHINGS/UPGRADES TO SM TRANSITIONAL LIVING FACILITYPCSAN MARCOS, TX, US$30,000
Paid Grant-COMPENSATION EXP WITH 2 NEW POSITIONS, TRAVEL, EDUCATIONPCAUSTIN, TX, US$30,000
Paid Grant-OPERATIONAL & RENT SPACE SUPPORTPCSAN MARCOS, TX, US$30,000
Paid Grant-MEADOWS CENTER - OPERATIONAL SUPPORTPCSAN MARCOS, TX, US$30,000
Paid Grant-LANDOWNER EDU & ACTION CENTER PROGRAMSPCAUSTIN, TX, US$30,000
Paid Grant-ASSIST WITH LIBRARY OPERATING COSTSPCMARTINDALE, TX, US$27,162
Paid Grant-FISCAL AGENT FOR JAM LLC DBA COLD TOWNE THEATER - PMT #2 OF 2PCAUSTIN, TX, US$25,000
Paid Grant-PMT #2 OF 2 YR PLEDGE-CIS PROGRAMS IN HAYS COUNTY SCHOOLSPCSAN MARCOS, TX, US$25,000
Paid Grant-GENERAL OPERATING SUPPORT HAYS CITY PROGRAMSPCAUSTIN, TX, US$25,000
Paid Grant-RADIO START-UP EQUIPMENT ASSISTANCEPCKYLE, TX, US$25,000
Paid Grant-PILOT SUMMER CAMP PROGRAM IN HAYS COUNTY, TXPCAUSTIN, TX, US$25,000
Paid Grant-SUPPLIES-GEN OPERATIONS FOR NEW FORENSIC NURSING FACILITY, SMPCMARION, TX, US$20,000
Paid Grant-ASSIST FOSTER YOUTH WITH FUND FOR RENT, FOOD, CLOTHING, ETCPCAUSTIN, TX, US$20,000
Paid Grant-MINIVAN PURCHASE ASSISTANCE FOR TRANSPORTATIONPCSAN MARCOS, TX, US$20,000
Paid Grant-2-WEEK STEM CAREER IMMERSION PROGRAM, HAYS CITYPCJOHNSON CITY, TX, US$20,000
Paid Grant-ASSIST WITH SKILLED NURSING FACILITY COSTS FOR IDD RESIDENTSPCMANCHACA, TX, US$20,000
Paid Grant-OPERATIONALS FOR INCREASED OPERATING EXPPCSAN MARCOS, TX, US$20,000
Paid Grant-ASSIST WITH STAFF SALARY + CONSULTANTSPCAUSTIN, TX, US$20,000
Paid Grant-OPERATIONS FOR PROGRAMS/SERVICESPCDRIPPING SPRINGS, TX, US$20,000
Paid Grant-FOR JOHN KNOX RANCH ADV CAMP/SCHOLARSHIPSPCSAN ANTONIO, TX, US$19,000
Paid Grant-OPERATIONAL EXP IN PRODUCING 10 EDUCATION PROGRAMSPCSAN MARCOS, TX, US$18,976
Paid Grant-CIRCLE UP PROGRAM IN 2 HAYS CISD SCHOOLSPCAUSTIN, TX, US$15,000
Paid Grant-ASSIST WITH HAYS COUNTY MOBILE FOOD PANTRY DISTRIBUTIONSPCAUSTIN, TX, US$15,000
Paid Grant-2 PROJECTS (MODEL HOA & CITY TO CITY OUTREACH)PCAUSTIN, TX, US$15,000
Paid Grant-STOP PMT INCARCERATED CREATIVE WRITING PROGRAM&STOP PMT - CHECK LOST IN MAIL&REPLACEMENT FOR ORIGINAL CHECKPCAUSTIN, TX, US$15,000
Paid Grant-OPERATIONS/PROJECT SUPPORT FOR CAMP COMMUNITY, HCPCWIMBERLEY, TX, US$15,000
Paid Grant-LUMBER/MATERIAL, WAREHOUSE, TOOL COSTS FOR RAMPSPCRICHARDSON, TX, US$15,000
Paid Grant-HAYS CITY SCHOOL BASED GRIEF GROUPSPCAUSTIN, TX, US$15,000
Paid Grant-ANIMAL MEDICAL, KENNEL & TRANSPORTATION COSTSPCKYLE, TX, US$15,000
Paid Grant-SUMMER CAMP WATERWAYS RE COSTS IN HAYS CITYPCAUSTIN, TX, US$12,500
Paid Grant-HEALTHY FOOD DISTRIBUTIONS FOR AREA RESIDENTS IN NEEDPCWIMBERLY, TX, US$12,000
Paid Grant-FUNDS TO PURCHASE ITEMS FOR FOOD PANTRY PROJECTPCWIMBERLY, TX, US$10,000
Paid Grant-GIRLSTART AFTER SCHOOL/GIRLSTART SUMMER CAMP- HAYS CITYPCAUSTIN, TX, US$10,000
Paid Grant-FIRST TUESDAY SMTX FILM SERIES SUPPORTPCAUSTIN, TX, US$10,000
Paid Grant-READING ROCK STARS FOR 2, TITLE I SAN MARCOS ELEMENTARYPCAUSTIN, TX, US$10,000
Paid Grant-ASSIST WITH THE 18TH ANNUAL BACK TO SCHOOL FIESTAPCWIMBERLEY, TX, US$10,000
Paid Grant-ASSIST WITH HOUSING STABILITY COORDINATOR'S SALARYPCAUSTIN, TX, US$10,000
Paid Grant-2 HAYS CITY CLASS FACILITATORS FOR INCARCERATEDPCKYLE, TX, US$8,000
Paid Grant-7 INTERPRETIVE SIGNS FOR GREENBELT NATURAL AREASPCSAN MARCOS, TX, US$4,000
Paid Grant-FUNDING FOR 2 ASL INTERPRETERS - HAYS HS LEGACY PLAYERSPCKYLE, TX, US$3,300
Paid Grant-SIX-WEEK NUTRITION CLASS ITEMS/WEBSITE DOMAIN FEESPCSAN MARCOS, TX, US$2,369
Filing and Contact Details

Filer

Filer Name
The Burdine Johnson Foundation
EIN
74-6036669
Phone
5123121336
Address
P O BOX 1230, BUDA, TX 78610

Signing Officer

Name
Robert C Giberson
Title
Trustee
Phone
5125697692
Signed
2026-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Stoner & Bouldin LLP
Address
8403 Shoal Creek Blvd Ste 200, Austin, TX 78757
Preparer
Susan Seals Stoner
Phone
5124581391
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28381156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29610500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30438511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31368279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321929688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331015679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342657927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35137602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361077665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37528601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm020,000 SHS AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14,400 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24750 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,625 SHS GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48,700 SHS INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52,900 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62635 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73,200 SHS NORFOLK SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82,110 SHS PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm910,450 SHS PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,296 SHS VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1169 SHS WABTEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125,960 SHS ALPS ETF TRUST ALERIAN MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1337,500 SHS BLACKROCK CAPITAL ALLOCATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1419484 SHS BLACKROCK HEALTH SCIENCES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1560,000 SHS CALAMOS LONG-SHORT EQUITY & D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1626,250 SHS DOUBLELINE YIELD OPPORTUNITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177,575 SHS ISHARES CORE SMALL CAP EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1817,417.308 SHS AMERICAN FUNDS CAP WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm197,223.154 SHS AMER FUNDS EURO PACIFIC GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2041,092.360 SHS AMERICAN INCOME FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2113,121.602 SHS AMER WASHINGTON MUTUAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2225051.539 SHS BLACKROCK GLOBAL ALLOCATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2359,596.850 SHS EATON VANCE ATLANTA CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2422135.490 SHS FIRST EAGLE GLOBAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25122,574.045 SHS LOOMIS SAYLES GROWTH FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2655,880.746 SHS MFS INTERNATIONAL DIVERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2734221.499 SHS MFS INTERNATIONAL INTRINS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm283.900 SHS MFS LTD MATURITY FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2910,000 SHS AXIS CAPITAL HOLDINGS 5.5%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3010,000 SHS BANK OF AMERICA CORP -4.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3120,000 SHS GOLDMAN SACHS GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322,500 SHS WELLS FARGO & CO - 5.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3327580 SHS BLACKROCK INNOVATION & GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341,725 SHS ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3550,000 SHS- PIMCO DYNAMIC INC OPPORTUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3637,500 SHS - THRONBURG INCOME BUILDER OP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371,825 SHS - VANGUARD SMALL-CAP EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381,315 SHS - VANGUARD SMALL CAP GROWTH ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm394,838 SHS WARNER BROTHERS DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40100,400 SHS COHEN & STEERS TAX-ADVANTAG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41541 SHS GE HEALTHCARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4219,450 SHS ISHARES CORE MSCI EMER MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4328656.895 SHS CALVERT EQ FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44825 SHS - GE AEROSPACE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm456150 SHS - INVESCO S&P 500 EQUAL WEIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4642,975.685 SHS - COHEN & STEERS PREF FUN
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02140
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt12885
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Furniture and Fixtures
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Machinery and Equipment
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt02140
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt12885
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01077462
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0734940
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02734238
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01812402
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02734238
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04546640
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01302
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05210
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06512
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03469178
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0124067
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031017
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0155083
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01701307
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01701307
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0319
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01061532
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01077462
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02410178
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010401144
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07428
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07428
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03469178
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04453595
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0114835
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt028709
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0143544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019591
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt02141
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt02141
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt013135
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012142
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt090277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01990202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02136462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04530710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04546640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0288895
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0435155
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010223
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192011-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt201994-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt221989-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt231989-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt241989-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262002-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt271998-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282002-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt339176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4120619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt548082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt694118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7167914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8236426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9234241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101081799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11368438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12164524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13508005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14277355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1551157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161480429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17977618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19447548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2061866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21174354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2210508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt238083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2415659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2510023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2618091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt271659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28180643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt418864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-85087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8104430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt915759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10991409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1150770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1237811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-8005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14272645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16470635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-302172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt184269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19342380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20383106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2175646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2238266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2362518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24115806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26234008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2714207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28-138574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt293103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31734940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt418864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-85087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8104430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt915759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10991409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1150770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1237811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-8005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14272645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt159360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16470635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-302172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt184269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19342380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20383106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2175646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2238266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2362518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24115806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26234008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2714207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28-138574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt293103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1126792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt347665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4139483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt548936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt693804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt782827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8340856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102073208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11419208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12202335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1560517

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