2024-07-10T09:29:13-05:00 2023-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2022-09-01 741774063 THE LYNDON BAINES JOHNSON FOUNDATION LYND 5124787829 2313 RED RIVER AUSTIN TX 78705 JOANNE MIDWIKIS TREASURER 7379318214 2024-07-09 1 JOANNE MIDWIKIS 999009999 1 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LARRY TEMPLE 2313 RED RIVER AUSTIN TX 78705 26969726 0 X WWW.LBJFOUNDATION.ORG X 1969 TX CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL - THE LYNDON BAINES JOHNSON FOUNDATION WAS FORMED TO MANAGE AND HOLD FUNDS TO SUPPORT THE OPERATIONS OF THE LBJ PRESIDENTIAL LIBRARY & MUSEUM AND THE LBJ SCHOOL OF PUBLIC AFFAIRS LOCATED AT THE UNIVERSITY OF TEXAS AUSTIN. 32 31 47 64 0 0 641697 13303932 557344 711043 11448829 12489164 56742 56200 12704612 26560339 5234961 3494438 0 0 2225235 1677346 0 0 366425 1250251 2547628 8710447 7719412 3994165 18840927 248066414 265899340 48560 235201 248017854 265664139 THE LYNDON BAINES JOHNSON FOUNDATION'S MISSION IS TO MANAGE AND HOLD FUNDS TO SUPPORT THE OPERATIONS OF THE LBJ PRESIDENTIAL LIBRARY & MUSEUM AND THE LBJ SCHOOL OF PUBLIC AFFAIRS AT THE UNIVERSITY OF TEXAS AT AUSTIN. 0 0 2954694 2693437 LBJ SCHOOL OF PUBLIC AFFAIRS, UNIVERSITY OF TEXAS AT AUSTIN - FUNDS ARE ALLOCATED TO STUDENT ACTIVITIES, CURRICULUM & CHAIR SUPPORT, & SEMINARS (TOTAL BENEFITTED NOT DETERMINABLE) 3449727 801002 LBJ PRESIDENTIAL LIBRARY & MUSEUM - FUNDS EXPENDED FOR MUSEUM EXHIBITS; ARCHIVIST SUPPORT; PUBLICATION OF NEWSLETTER; PUBLIC PROGRAMS; DIGITIZING PRESIDENTIAL LIBRARY ARCHIVAL MATERIALS & PHOTOS (TOTAL BENEFITTED NOT READILY ASCERTAINABLE) 767243 SALES DESK - OPERATED TO PROVIDE TOURS & SOUVENIRS FOR LBJ PRESIDENTIAL LIBRARY & MUSEUM WITH PROCEEDS REMITTED TO THE LIBRARY (TOTAL BENEFITTED NOT READILY ASCERTAINABLE) 6404421 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 1 47 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 32 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOANNE MIDWIKIS 5127505767 3314 B PECOS AUSTIN TX 78703 MARK K UPDEGROVE PRESIDENT AND CEO 40.00 X X 423154 0 49046 LARRY E TEMPLE CHAIRMAN 10.00 X X 0 0 0 ELIZABETH CHRISTIAN TRUSTEE & VICE CHAIRMAN 2.00 X X 0 0 0 HONORABLE BEN BARNES TRUSTEE & VICE CHAIRMAN 2.00 X X 0 0 0 HONORABLE LYNDON OLSON JR TRUSTEE & VICE CHAIRMAN 2.00 X X 0 0 0 W THOMAS JOHNSON CHAIRMAN EMERITUS 2.00 X X 0 0 0 TONYA WILLIAMS TRUSTEE 0.50 X 0 0 0 EDWARD MATHIAS TRUSTEE 0.50 X 0 0 0 COURTENAY VALENTI TRUSTEE 0.50 X 0 0 0 DR JR DESHAZO TRUSTEE 0.50 X 0 0 0 HONORABLE JULIAN CASTRO TRUSTEE 0.50 X 0 0 0 LYNDA JOHNSON ROBB TRUSTEE 0.50 X 0 0 0 LUCI BAINES JOHNSON TRUSTEE 0.50 X 0 0 0 HONORABLE JAMES JONES TRUSTEE 0.50 X 0 0 0 HONORABLE TOM DASCHLE TRUSTEE 0.50 X 0 0 0 JOSEPH A CALIFANO JR TRUSTEE 0.50 X 0 0 0 JAY HARTZELL TRUSTEE 0.50 X 0 0 0 WAYNE GIBBENS TRUSTEE 0.50 X 0 0 0 HONORABLE LLOYD N HAND TRUSTEE 0.50 X 0 0 0 CATHERINE ROBB TRUSTEE 0.50 X 0 0 0 ROY M SPENCE JR TRUSTEE 0.50 X 0 0 0 HONORABLE RONALD KIRK TRUSTEE 0.50 X 0 0 0 HONORABLE RODNEY ELLIS TRUSTEE 0.50 X 0 0 0 HONORABLE VILMA S MARTINEZ TRUSTEE 0.50 X 0 0 0 CAPPY R MCGARR TRUSTEE 0.50 X 0 0 0 DR MARK LAWRENCE TRUSTEE 0.50 X 0 0 0 CASEY WASSERMAN TRUSTEE 0.50 X 0 0 0 JOHN BECKWORTH TRUSTEE 0.50 X 0 0 0 NICOLE COVERT TRUSTEE 0.50 X 0 0 0 JACK MARTIN TRUSTEE 0.50 X 0 0 0 ROBERT ALLBRITTON TRUSTEE 0.50 X 0 0 0 STACEY ABRAMS TRUSTEE 0.50 X 0 0 0 SAMANTHA STONE CHIEF OPERATING OFFICER 40.00 X 104346 0 14007 DANIEL PERRY DEVELOPMENT DIRECTOR 40.00 X 0 0 0 JOANNE MIDWIKIS SECRETARY/TREASURER 2.00 X 130000 0 0 657500 0 63053 3 0 1 0 JOANNE MIDWIKIS 3314 PECOS AUSTIN TX 78703 SECRETARY/TREASURER SERVICES 130000 WHITLEY PENN LLP 640 TAYLOR ST STE 2200 FORT WORTH TX 76102 ACCOUNTING SERVICES 108803 2 13303932 3076452 13303932 MUSEUM ADMISSIONS 713990 711043 711043 711043 225459 225459 12263705 0 12263705 12263705 12263705 465587 409387 56200 56200 26560339 767243 0 12489164 3427554 3427554 66884 66884 870113 251280 306833 312000 625948 459120 166828 33411 14394 13972 5045 37491 37491 110383 77086 25331 7966 215214 215214 25402 21749 3653 134588 134588 25035 25035 9931 9931 46397 46397 24801 2928 21873 1011 1011 2583 2583 68542 68542 LIBRARY: EVENTS/PROGRAM 1486644 1445230 41414 LIBRARY: SUPPLIES 407501 319741 87760 LBJ LIBRARY/MUSEUM OTHE 94138 94138 LIBRARY: REPAIRS 5841 5841 7719412 6404421 948566 366425 3521224 5308396 76300 8540441 160968 115040 46500 2583 0 43917 244307922 251723626 0 167920 248066414 265899340 48560 95878 0 139323 48560 235201 X 110256246 111915232 137761608 153748907 248017854 265664139 248066414 265899340 18840927 -1194642 0 X X 0 1 X 1 0 X 1402131 2645008 1662206 641697 13303932 19654974 1402131 2645008 1662206 641697 13303932 19654974 3107400 16547574 1731023 1169175 1591854 1711416 225459 6428927 26083901 3260659 0.63440 0.43340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144687922 11811642 6623918 2769037 -798541 161152986 158939555 23445 -9723931 4477014 74133 144687922 124370114 922811 38249204 4465988 136586 158939555 117920330 1077125 10681964 5163528 145777 124370114 117430854 750 5005921 5194278 -677083 117920330 0.04594 0.34400 0.61006 0 0 46500 2583 43917 43917 UNIV. OF TEXAS INVESTMENT MANAGEMENT COMPANY 251723626 F 251723626 LEASE LIABILITY 139323 139323 X 25365697 -1194642 -1194642 26560339 0 26560339 7719412 0 7719412 0 7719412 PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT THE PROGRAMS OF THE LBJ PRESIDENTIAL LIBRARY, MAINTAIN THE MUSEUM EXHIBITS AND FUND THE CHAIRS, PROGRAMS & CURRICULUM, FELLOWSHIPS, SCHOLARSHIPS & GRANTS FOR THE LBJ SCHOOL OF PUBLIC AFFAIRS AT THE UNIVERSITY OF TEXAS AUSTIN. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT CORPORATION, NOT CONSIDERED TO BE A PRIVATE CORPORATION, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501 (A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION RETURNS FOR THE YEARS ENDED AUGUST 31, 2020, AND AFTER, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. 0 LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 1487739 0 PROGRAM SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 47151 0 ACADEMIC SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 233357 0 FELLOWSHIPS AND AWARDS LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 291723 0 CHAIR SALARIES AND SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 650054 0 RGK CENTER FOR PHILANTHROPY LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 79856 0 WASHINGTON DC CAMPUS LBJ LIBRARY AND MUSEUM 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 637674 0 AWARDS. GRANTS, AND FELLOWSHIPS 1 RESEARCH GRANT 30 59176 MIDDLETON FELLOWSHIP 3 7500 LARRY TEMPLE SCHOLARSHIPS 1 208 X X 0 0 0 0 0 0 0 0 0 MARK K UPDEGROVE PRESIDENT AND CEO 413154 0 10000 0 0 0 26530 0 22516 0 472200 0 0 0 X 2 3076452 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THERE WERE TWO CONTRIBUTIONS OF SECURITIES DURING THE FISCAL YEAR ENDING AUGUST 31, 2023. FORM 990, PART VI, SECTION A, LINE 2 CATHERINE ROBB, NICOLE COVERT, LUCI JOHNSON AND LYNDA JOHNSON ROBB HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED THE 990 BEFORE FILING, THE FULL BOARD OF TRUSTEES WAS PROVIDED A COPY ELECTRONICALLY AND ALL QUESTIONS WERE ANSWERED BEFORE THE 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE LBJ FOUNDATION HANDS OUT A COPY OF THE CONFLICT OF INTEREST POLICY AND AN ANNUAL AFFIRMATION FORM WHICH STATES "I'VE READ THE POLICY AND HAVE NO CONFLICTS" UNLESS DISCLOSED. THE FORM IS COMPLETED AND SIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION IS REVIEWED ANNUALLY WITH COMPARABILITY DATA AND APPROVED BY THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE LBJ FOUNDATION POSTS ITS 990, FINANCIAL STATMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ON THE WEBSITE, LBJFOUNDATION.ORG. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCEDURE FOR OVERSIGHT OF THE AUDIT NOR ITS SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT.