Civic Intelligence

J L Williams Foundation Inc.

990PF • Fiscal year 2024 • EIN 75-2671320

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 01, 2025

PO Box 797464Dallas, TX 75230

(972) 588-3636

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

81st percentile

37%

Higher net margin than 81% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$100,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

56th percentile

6.2%

Faster asset growth than 56% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

201%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,585,197

Up $735,446 (+6.2%) from 2023

Net Assets

Up

$12,585,197

Up $735,446 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$2,035,533

Up $1,360,175 (+201%) from 2023

Expenses

Up

$1,288,664

Up $13,144 (+1.0%) from 2023

Net Income

Up

$746,869

Up $1,347,031 (+224%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $15,328,952Liabilities 2011: $02011Assets 2012: $14,533,873Liabilities 2012: $02012Assets 2013: $14,384,257Liabilities 2013: $02013Assets 2014: $14,040,923Liabilities 2014: $0Net Assets 2014: $14,040,9232014Assets 2015: $13,381,209Liabilities 2015: $0Net Assets 2015: $13,381,2092015Assets 2016: $12,695,271Liabilities 2016: $0Net Assets 2016: $12,695,2712016Assets 2017: $12,395,613Liabilities 2017: $0Net Assets 2017: $12,395,6132017Assets 2018: $11,550,351Liabilities 2018: $0Net Assets 2018: $11,550,3512018Assets 2019: $10,775,889Liabilities 2019: $0Net Assets 2019: $10,775,8892019Assets 2020: $10,219,369Liabilities 2020: $0Net Assets 2020: $10,219,3692020Assets 2021: $12,012,442Liabilities 2021: $968Net Assets 2021: $12,011,4742021Assets 2022: $12,466,713Liabilities 2022: $0Net Assets 2022: $12,466,7132022Assets 2023: $11,849,751Liabilities 2023: $0Net Assets 2023: $11,849,7512023Assets 2024: $12,585,197Liabilities 2024: $0Net Assets 2024: $12,585,1972024

Highlighted filing

2024

Assets$12,585,197
Liabilities$0
Net Assets$12,585,197

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $384,425Expenses 2011: $656,768Net Income 2011: -$272,3432011Revenue 2012: -$44,739Expenses 2012: $584,935Net Income 2012: -$629,6742012Revenue 2013: $479,233Expenses 2013: $626,940Net Income 2013: -$147,7072013Revenue 2014: $587,828Expenses 2014: $924,912Net Income 2014: -$337,0842014Revenue 2015: $326,822Expenses 2015: $983,244Net Income 2015: -$656,4222015Revenue 2016: $270,050Expenses 2016: $955,988Net Income 2016: -$685,9382016Revenue 2017: $835,406Expenses 2017: $1,135,064Net Income 2017: -$299,6582017Revenue 2018: $186,596Expenses 2018: $1,028,240Net Income 2018: -$841,6442018Revenue 2019: $417,974Expenses 2019: $1,192,216Net Income 2019: -$774,2422019Revenue 2020: $504,351Expenses 2020: $1,039,048Net Income 2020: -$534,6972020Revenue 2021: $2,762,436Expenses 2021: $956,723Net Income 2021: $1,805,7132021Revenue 2022: $1,920,765Expenses 2022: $1,392,781Net Income 2022: $527,9842022Revenue 2023: $675,358Expenses 2023: $1,275,520Net Income 2023: -$600,1622023Revenue 2024: $2,035,533Expenses 2024: $1,288,664Net Income 2024: $746,8692024

Highlighted filing

2024

Revenue$2,035,533
Expenses$1,288,664
Net Income$746,869
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RJ PIPESChairmanPT$100,000-$100,000
JONELL H WILLIAMSPresidentPT$40,000-$40,000
JULIA UNDERWOODSec TreasPT$40,000-$40,000
ANDREA CONNOLLYDirectorPT$18,000-$18,000
RICHARD WILLIAMSDirectorPT$18,000-$18,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTH TEXAS FOOD BANKFEEDING THE POORPUBLICPLANO, TX, US$400,000
Paid GrantDALLAS MORNING NEWS CHARITIESMULTI CHARITIESPUBLICDALLAS, TX, US$250,000
Paid GrantLUMIN EDUCATIONEARLY CHILD EDUCATIONPUBLICDALLAS, TX, US$100,000
Paid GrantOPERATION KINDNESSNO KILL SHELTER FOR PETSPUBLICCARROLLTON, TX, US$40,000
Paid GrantNORTH DALLAS SHARED MINISTRIESFOOD/CLOTHING FOR SENIOS/DISABLEDPUBLICDALLAS, TX, US$30,000
Paid GrantTRIPLE MEMAC EQUINE SANCTUARYEQUINE ABUSE PROTECTIONPUBLICBULVERDE, TX, US$25,000
Paid GrantHOPE SUPPLY CONEEDS FOR CHILDREN-DIAPERS, ITEMSPUBLICDALLAS, TX, US$20,000
Paid GrantAUSTIN STREET SHELTERFOOD/SHELTER/MEDICAL FOR HOMELESSPUBLICDALLAS, TX, US$15,000
Paid GrantTHE STEW POTFOOD DISTRIBUTION PROGRAMPUBLIUCDALLAS, TX, US$15,000
Paid GrantARMY SCHOLARSHIP FOUNDATIONSCHOLARSHIPS FOR CHILDREN OF US ARMYPUBLICDALLAS, TX, US$10,000
Paid GrantCOMMUNITY COUNCIL OF GREATER DALLASRENT/MORTGAGE/UTILITIES ASSISTANCEPUBLICDALLAS, TX, US$10,000
Paid GrantRANCH HAND RESCUEANIMAL SANCTUARY & COUNSELINGPUBLICARGYLE, TX, US$10,000
Paid GrantSPCAHELP ADOPT DOGS AND KITTIESPUBLICDALLAS, TX, US$10,000
Paid GrantBATTERED WOMEN'S FOUNDATIONFOOD/CLOTHING/SHELTER/HOUSINGPUBLICNORTH RICHLAND HILL, TX, US$5,000
Paid GrantFW HOPE CENTERFOOD DISTRIBUTION PROGRAMPUBLICFORT WORTH, TX, US$5,000
Paid GrantGUIDE DOGS OF TEXAS INCINMATES TRAIN DOGSPUBLICSAN ANTONIO, TX, US$5,000
Filing and Contact Details

Filer

Filer Name
Jl Williams Foundation Inc
EIN
75-2671320
Phone
9725883636
Address
PO BOX 797464, DALLAS, TX 75230

Signing Officer

Name
Julia Underwood
Title
Sec Treas
Phone
9725883636
Signed
2025-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Burds Reed & Mercer Pc
Address
4144 N CENTRAL EXPY STE 1230, DALLAS, TX 75204
Preparer
Robert F Burds
Phone
2142192600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8671465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87181380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8847000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8964480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90166575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91114555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92260400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93246760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94231600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95248875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96152320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97232575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98229048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99194495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt100182686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101299638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102170175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10399480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104210750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105157625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106150600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107243400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10871130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt109197490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110331788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111180960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112301560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113536127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1143750200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1153317880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1163055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117135040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11842123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK-AM ONLINE (TIMEWARNER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STOCK-ARCHER-DANIEL-MIDLAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2STOCK-ATMOS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3STOCK-BRISTOL MYERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4STOCK-DIVRULER-ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5STOCK-DIVRULER-ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6STOCK-DIVRULER-ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7STOCK-DIVRULER-AMER ELECTRIC POWER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8STOCK-DIVRULER-AMER EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9STOCK-DIVRULER-ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10STOCK-DIVRULER-AUTOMATIC DATA PROCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11STOCK-DIVRULER-BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12STOCK-DIVRULER-BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13STOCK-DIVRULER-CHUBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14STOCK-DIVRULER-COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15STOCK-DIVRULER-DIAGEO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16STOCK-DIVRULER-EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17STOCK-DIVRULER-EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STOCK-DIVRULER-EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19STOCK-DIVRULER-HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20STOCK-DIVRULER-HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21STOCK-DIVRULER-JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22STOCK-DIVRULER-JPMORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23STOCK-DIVRULER-KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24STOCK-DIVRULER-LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25STOCK-DIVRULER-MARSH & MCCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26STOCK-DIVRULER-MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27STOCK-DIVRULER-MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28STOCK-DIVRULER-MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STOCK-DIVRULER-NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30STOCK-DIVRULER-ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STOCK-DIVRULER-PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32STOCK-DIVRULER-PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33STOCK-DIVRULER-PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34STOCK-DIVRULER-REPUBLIC SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35STOCK-DIVRULER-STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36STOCK-DIVRULER-TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STOCK-DIVRULER-TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STOCK-DIVRULER-TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STOCK-DIVRULER-TRANE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40STOCK-DIVRULER-UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41STOCK-DIVRULER-UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STOCK-DIVRULER-UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STOCK-ENBRIDGE(DUKE/SPECTRA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STOCK-HANCOCK PREFERRED "S"
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STOCK-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STOCK-PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STOCK-QGARP-ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48STOCK-QGARP-ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49STOCK-QGARP-ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50STOCK-QGARP-ADVANCED MICRO DEVICES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51STOCK-QGARP-ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52STOCK-QGARP-AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STOCK-QGARP-AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54STOCK-QGARP-AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55STOCK-QGARP-APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56STOCK-QGARP-APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STOCK-QGARP-ASML HLDG NV SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58STOCK-QGARP-BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STOCK-QGARP-BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STOCK-QGARP-CHIPOTLE MEXICAN GRILL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STOCK-QGARP-COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STOCK-QGARP-COSTCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STOCK-QGARP-DANAHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64STOCK-QGARP-HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STOCK-QGARP-INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66STOCK-QGARP-INTUITIVE SURGICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STOCK-QGARP-LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STOCK-QGARP-MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STOCK-QGARP-META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STOCK-QGARP-MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STOCK-QGARP-NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STOCK-QGARP-NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STOCK-QGARP-O REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STOCK-QGARP-ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STOCK-QGARP-PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76STOCK-QGARP-PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77STOCK-QGARP-PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78STOCK-QGARP-ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79STOCK-QGARP-S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STOCK-QGARP-SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STOCK-QGARP-SCHLUMBERGER LTD NETHERL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STOCK-QGARP-SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STOCK-QGARP-THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STOCK-QGARP-TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STOCK-QGARP-TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86STOCK-QGARP-UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STOCK-QGARP-UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STOCK-QGARP-VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STOCK-SCHWAB-AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90STOCK-SCHWAB-DYNAGAS LNG PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STOCK-SCHWAB-GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92STOCK-SCHWAB-LADDER CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93STOCK-SCHWAB-MORGAN STANLEY DIRECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STOCK-SCHWAB-ONEOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STOCK-SCHWAB-PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96STOCK-SCHWAB-VIRTUS INFRCP US PRERD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97STOCK-SPECIAL-AIRBNB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98STOCK-SPECIAL-AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99STOCK-SPECIAL-AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100STOCK-SPECIAL-BANC CALIF INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101STOCK-SPECIAL-BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102STOCK-SPECIAL-BUILDER FIRSTSOURCE IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103STOCK-SPECIAL-CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104STOCK-SPECIAL-CLEVELAND-CLIFFS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105STOCK-SPECIAL-COMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106STOCK-SPECIAL-COMMERCIAL METALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107STOCK-SPECIAL-CYBER-ARK SOFTWARE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108STOCK-SPECIAL-DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109STOCK-SPECIAL-DRAFTKINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110STOCK-SPECIAL-EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111STOCK-SPECIAL-ELI LILY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112STOCK-SPECIAL-ENCORE WIRE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113STOCK-SPECIAL-EXPAND ENERGY CORP (EX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114STOCK-SPECIAL-FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115STOCK-SPECIAL-GENERAC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116STOCK-SPECIAL-GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117STOCK-SPECIAL-HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118STOCK-SPECIAL-INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119STOCK-SPECIAL-JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120STOCK-SPECIAL-MASTEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121STOCK-SPECIAL-MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122STOCK-SPECIAL-MICRON TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123STOCK-SPECIAL-MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124STOCK-SPECIAL-ON SEMI CONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125STOCK-SPECIAL-ONEOK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126STOCK-SPECIAL-SHARKNINJA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127STOCK-SPECIAL-SYMBOTIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128STOCK-SPECIAL-TAIWAN SEMICONDUCTOR M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129STOCK-SPECIAL-TEX PAC LAND TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130STOCK-SPECIAL-TOPGOLF CALLAWAY BRAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131STOCK-SPECIAL-UBER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132STOCK-SPECIAL-WYNN RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133STOCK-TEXAS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134STOCK-TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135STOCK-TEXAS PACIFIC LAND TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136STOCK-WARNER BROS DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137STOCK-XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138UBS-VAN ECK INT'L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0321179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1246391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2164223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt729672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8102485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9861201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CTX BURLESON INDUSTRIAL LP

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$2.04$1.29$0.75
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.68$1.28$0.60
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.92$1.39$0.53
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.76$0.96$1.81
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.50$1.04$0.53
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.42$1.19$0.77
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.19$1.03$0.84
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.84$1.14$0.30
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.27$0.96$0.69
2015Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.33$0.98$0.66
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.59$0.92$0.34
2013Summary only. Only limited summary data is available for this year.$14.4$0.00$0.48$0.63$0.15
2012Summary only. Only limited summary data is available for this year.$14.5$0.00$0.04$0.58$0.63
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$0.38$0.66$0.27
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