2025-07-10T07:46:45-05:00 2024-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2023-09-01 741774063 THE LYNDON BAINES JOHNSON FOUNDATION LYND 5124787829 2313 RED RIVER AUSTIN TX 78705 JOANNE MIDWIKIS TREASURER 7379318214 2025-06-10 1 1 EMILY LANDRY P01614538 8172599100 2023 2025-03-06 01:10:19Z JOANNE MIDWIKIS 2313 RED RIVER AUSTIN TX 78705 26368829 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 39 95 0 0 13303932 2142981 711043 935769 12489164 13404506 56200 82254 26560339 16565510 3494438 5469921 0 0 1677346 2703671 0 0 200207 2547628 2737518 7719412 10911110 18840927 5654400 265899340 284087958 235201 166358 265664139 283921600 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 4546348 3988458 LBJ SCHOOL OF PUBLIC AFFAIRS, UNIVERSITY OF TEXAS AT AUSTIN - FUNDS ARE ALLOCATED TO STUDENT ACTIVITIES, CURRICULUM & CHAIR SUPPORT, & SEMINARS (TOTAL BENEFITTED NOT DETERMINABLE) 4977614 1481463 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) 1018023 SALES DESK - OPERATED TO PROVIDE TOURS & SOUVENIRS FOR LBJ PRESIDENTIAL LIBRARY & MUSEUM WITH PROCEEDS REMITTED TO THE LIBRARY (TOTAL BENEFITTED NOT READILY ASCERTAINABLE) 9523962 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 0 0 0 0 0 0 0 0 0 1 58 0 1 39 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 506721 0 57869 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 135349 0 17550 DANIEL PERRY CHIEF DEVELOPMENT DIRECTOR 40.00 X 161786 0 22751 JOANNE MIDWIKIS SECRETARY/TREASURER 2.00 X 130000 0 0 933856 0 98170 4 0 1 0 WHITLEY PENN LLP 640 TAYLOR ST STE 2200 FORT WORTH TX 76102 ACCOUNTING AND TECHNOLOGY SERVICES 245145 JOANNE MIDWIKIS 3314 PECOS AUSTIN TX 78703 SECRETARY/TREASURER SERVICES 130000 2 347330 1795651 8425 2142981 MUSEUM ADMISSIONS 713990 935769 935769 935769 2225867 2225867 20550896 9372257 11178639 11178639 11178639 513316 431062 82254 82254 16565510 1018023 0 13404506 5398245 5398245 71676 71676 1135761 403096 533096 199569 1198147 873872 324275 78250 78250 142258 142258 149255 140909 8346 246816 246816 32945 32945 193208 193208 154109 154109 34825 34825 62924 62924 60929 1298 59631 5328 5328 15500 15500 36970 36332 638 LIBRARY: EVENTS/PROGRAM 1314720 1314720 LIBRARY: SUPPLIES 484823 413671 71152 LBJ LIBRARY/MUSEUM OTHE 94421 94421 10911110 9523962 1186941 200207 5308396 5774700 8540441 5308802 115040 123251 46500 18083 43917 28417 251723626 272721475 167920 131313 265899340 284087958 95878 61231 139323 105127 235201 166358 X 111915232 119276082 153748907 164645518 265664139 283921600 265899340 284087958 5654400 12603061 0 X X 0 1 X 1 0 X 2645008 1662206 641697 13303932 2142981 20395824 2645008 1662206 641697 13303932 2142981 20395824 5699890 14695934 1169175 1591854 1711416 225459 2225867 6923771 27319595 4150775 0.53790 0.63440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 161152986 465800 15125264 4558923 -137984 172323111 144687922 11811642 6623918 2769037 -798541 161152986 158939555 23445 -9723931 4477014 74133 144687922 124370114 922811 38249204 4465988 136586 158939555 117920330 1077125 10681964 5163528 145777 124370114 0.04455 0.63107 0.32438 0 0 46500 18083 28417 28417 UNIV. OF TEXAS INVESTMENT MANAGEMENT COMPANY 272721475 F 272721475 LEASE LIABILITY 105127 105127 X 29168571 12603061 12603061 16565510 0 16565510 10911110 0 10911110 0 10911110 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, 2021, 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 2222425 0 PROGRAM SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 86262 0 ACADEMIC SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 36735 0 STUDENT SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 426010 0 FELLOWSHIPS AND AWARDS LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 894233 0 CHAIR SALARIES AND SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 880683 0 RGK CENTER FOR PHILANTHROPY LBJ LIBRARY AND MUSEUM 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 851897 0 AWARDS. GRANTS, AND FELLOWSHIPS 1 MOODY LIBRARY FUND 20 44625 LADY BIRD JOHNSON CONSERVATION AWARD FUND 2 24551 HARRY MIDDLETON FELLOWSHIP IN PRESIDENTIAL STUDIES 10 2500 X X 0 0 0 0 0 0 0 0 0 MARK K UPDEGROVE PRESIDENT AND CEO 506721 0 0 0 0 0 30500 0 27369 0 564590 0 0 0 DANIEL PERRY CHIEF DEVELOPMENT DIRECTOR 161786 0 0 0 0 0 0 0 22751 0 184537 0 0 0 SAMANTHA STONE CHIEF OPERATING OFFICER 135349 0 0 0 0 0 9558 0 7992 0 152899 0 0 0 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.