Nonprofit · EIN 74-1774063
LYNDON BAINES JOHNSON FOUNDATION
Tax-exempt · AUSTIN, TX 78705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $17,723,326 | $11,763,897 | $5,959,429 | $304,029,086 | $1,477,893 | $302,551,193 |
| August 31, 2024 | 990 | $16,565,510 | $10,911,110 | $5,654,400 | $284,087,958 | $166,358 | $283,921,600 |
| August 31, 2023 | 990 | $26,560,339 | $7,719,412 | $18,840,927 | $265,899,340 | $235,201 | $265,664,139 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $2,373,053
- Membership dues
- $528,464
- Program service revenue
- $809,730
- Investment income
- $14,489,900
- Net gain from sales of assets
- $12,177,454
- Net income from sales of inventory
- $50,643
- Other revenue
- $50,643
Expenses
- Grants and similar amounts paid
- $6,504,927
- Compensation of officers, directors and key employees
- $1,202,938
- Other salaries and wages
- $1,215,176
- Salaries, compensation and benefits (total)
- $2,677,434
- Professional fundraising fees
- $0
- Accounting fees
- $234,126
- Occupancy
- $34,825
- Travel
- $56,481
- Depreciation
- $15,500
- Program services (functional)
- $10,411,505
- Management and general (functional)
- $932,765
- Fundraising (functional)
- $419,627
Balance sheet and other
- Total assets, start of year
- $284,087,958
- Total assets, end of year
- $304,029,086
- Total liabilities, end of year
- $1,477,893
- Net assets, end of year
- $302,551,193
- Land, buildings and equipment
- $12,917
- Net assets without donor restrictions
- $127,315,176
- Net assets with donor restrictions
- $175,236,017
- Gross receipts
- $28,716,928
- Employees
- 39
- Volunteers
- 97
- Year formed
- 1969
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK K UPDEGROVE | PRESIDENT AND CEO Trustee or director, Officer | 40 | $506,721 | $57,869 |
| DANIEL SHEPPARD PERRY | CHIEF DEVELOPMENT DIRECTOR Officer | 40 | $161,786 | $22,751 |
| SAMANTHA B STONE | CHIEF OPERATING OFFICER Officer | 40 | $135,349 | $17,550 |
| JOANNE MIDWIKIS | SECRETARY/TREASURER Officer | 40 | $130,000 | $0 |
| SARAH MCCRACKEN | DIRECTOR OF PUBLIC PROGRAMS Officer | 40 | $87,446 | $29,142 |
| LARRY E TEMPLE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| W THOMAS JOHNSON | CHAIRMAN EMERITUS Trustee or director, Officer | 0.5 | $0 | $0 |
| AMBASSADOR LYNDON L OLSON JR | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 |
| HONORABLE BEN BARNES | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 |
| ELIZABETH CHRISTIAN | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 |
| STACEY ABRAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT ALLBRITTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOHN BECKWORTH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE JOSEPH A CALIFANO JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE JULIAN CASTRO | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE COVERT | TRUSTEE Trustee or director | 0.5 | $0 |
| SENATOR TOM DASCHLE | TRUSTEE Trustee or director | 0.5 | $0 |
| DEAN JR DESHAZO | TRUSTEE Trustee or director | 0.5 | $0 |
| COMMISSIONER RODNEY ELLIS | TRUSTEE Trustee or director | 0.5 | $0 |
| WAYNE GIBBENS | TRUSTEE Trustee or director | 0.5 | $0 |
| HONORABLE LLOYD HAND | TRUSTEE Trustee or director | 0.5 | $0 |
| HONORABLE WILLIAM P HOBBY | TRUSTEE Trustee or director | 0.5 | $0 |
| LUCI BAINES JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 |
| AMBASSADOR JIM JONES | TRUSTEE Trustee or director | 0.5 | $0 |
| RON KIRK | TRUSTEE Trustee or director | 0.5 | $0 |
| JACK MARTIN | TRUSTEE Trustee or director | 0.5 | $0 |
| AMBASSADOR VILMA MARTINEZ | TRUSTEE Trustee or director | 0.5 | $0 |
| EDWARD J MATHIAS | TRUSTEE Trustee or director | 0.5 | $0 |
| CAPPY R MCGARR | TRUSTEE Trustee or director | 0.5 | $0 |
| CATHERINE ROBB | TRUSTEE Trustee or director | 0.5 | $0 |
| LYNDA JOHNSON ROBB | TRUSTEE Trustee or director | 0.5 | $0 |
| EVAN SMITH | TRUSTEE Trustee or director | 0.5 | $0 |
| ROY M SPENCE JR | TRUSTEE Trustee or director | 0.5 | $0 |
| COURTENAY VALENTI | TRUSTEE Trustee or director | 0.5 | $0 |
| CASEY WASSERMAN | TRUSTEE Trustee or director | 0.5 | $0 |
| TONYA WILLIAMS | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended August 31, 2024: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK K UPDEGROVE | PRESIDENT AND CEO Trustee or director, Officer | 40 | $506,721 | $57,869 |
| DANIEL PERRY | CHIEF DEVELOPMENT DIRECTOR Officer | 40 | $161,786 | $22,751 |
| SAMANTHA STONE | CHIEF OPERATING OFFICER Officer | 40 | $135,349 | $17,550 |
| JOANNE MIDWIKIS | SECRETARY/TREASURER Officer | 2 | $130,000 | $0 |
| LARRY E TEMPLE | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| ELIZABETH CHRISTIAN | TRUSTEE & VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| HONORABLE BEN BARNES | TRUSTEE & VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| HONORABLE LYNDON OLSON JR | TRUSTEE & VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| W THOMAS JOHNSON | CHAIRMAN EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| TONYA WILLIAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| EDWARD MATHIAS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| COURTENAY VALENTI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR JR DESHAZO | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE JULIAN CASTRO | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LYNDA JOHNSON ROBB | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LUCI BAINES JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE JAMES JONES | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE TOM DASCHLE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOSEPH A CALIFANO JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAY HARTZELL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| WAYNE GIBBENS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE LLOYD N HAND | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CATHERINE ROBB | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROY M SPENCE JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE RONALD KIRK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE RODNEY ELLIS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE VILMA S MARTINEZ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CAPPY R MCGARR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR MARK LAWRENCE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CASEY WASSERMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOHN BECKWORTH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| NICOLE COVERT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JACK MARTIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT ALLBRITTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| STACEY ABRAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
990 for the year ended August 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK K UPDEGROVE | PRESIDENT AND CEO Trustee or director, Officer | 40 | $423,154 | $49,046 |
| JOANNE MIDWIKIS | SECRETARY/TREASURER Officer | 2 | $130,000 | $0 |
| SAMANTHA STONE | CHIEF OPERATING OFFICER Officer | 40 | $104,346 | $14,007 |
| LARRY E TEMPLE | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| ELIZABETH CHRISTIAN | TRUSTEE & VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| HONORABLE BEN BARNES | TRUSTEE & VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| HONORABLE LYNDON OLSON JR | TRUSTEE & VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| W THOMAS JOHNSON | CHAIRMAN EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| TONYA WILLIAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| EDWARD MATHIAS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| COURTENAY VALENTI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR JR DESHAZO | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE JULIAN CASTRO | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LYNDA JOHNSON ROBB | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LUCI BAINES JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE JAMES JONES | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE TOM DASCHLE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOSEPH A CALIFANO JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAY HARTZELL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| WAYNE GIBBENS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE LLOYD N HAND | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CATHERINE ROBB | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROY M SPENCE JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE RONALD KIRK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE RODNEY ELLIS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HONORABLE VILMA S MARTINEZ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CAPPY R MCGARR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR MARK LAWRENCE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CASEY WASSERMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOHN BECKWORTH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| NICOLE COVERT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JACK MARTIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT ALLBRITTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| STACEY ABRAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DANIEL PERRY | DEVELOPMENT DIRECTOR Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2313 RED RIVER ST, AUSTIN, TX 78705-5737
- Principal officer (990 for 2024)
- JOANNE MIDWIKIS, 2313 RED RIVER, AUSTIN, TX 78705
- Signed the 990
- JOANNE MIDWIKIS, TREASURER
- Phone
- (512) 478-7829
- Website
- WWW.LBJFOUNDATION.ORG
- Return prepared by
- WHITLEY PENN LLP
Mission
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.
Program accomplishments
- LBJ SCHOOL OF PUBLIC AFFAIRS, UNIVERSITY OF TEXAS AT AUSTIN - FUNDS ARE ALLOCATED TO STUDENT ACTIVITIES, CURRICULUM & CHAIR SUPPORT, & SEMINARS (TOTAL BENEFITTED NOT DETERMINABLE)Expenses $5,746,814 · grants $5,746,814
- 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)Expenses $4,664,691 · grants $758,113
- SALES DESK - OPERATED TO PROVIDE TOURS & SOUVENIRS FOR LBJ PRESIDENTIAL LIBRARY & MUSEUM WITH PROCEEDS REMITTED TO THE LIBRARY (TOTAL BENEFITTED NOT READILY ASCERTAINABLE)revenue $860,373
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 74-1774063
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B124)
- Assets (IRS master file)
- $304,029,086
- Income (IRS master file)
- $28,716,928
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $17,723,326 | $11,763,897 | $304,029,086 | XML |
| 990 | August 2024 | $16,565,510 | $10,911,110 | $284,087,958 | XML |
| 990 | August 2023 | $26,560,339 | $7,719,412 | $265,899,340 | XML |
| 990 | August 2022 | $12,704,612 | $8,710,447 | $248,066,414 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1774063).
Questions about LYNDON BAINES JOHNSON FOUNDATION
- What is the EIN of LYNDON BAINES JOHNSON FOUNDATION?
- The employer identification number (EIN) of LYNDON BAINES JOHNSON FOUNDATION is 74-1774063.
- Is LYNDON BAINES JOHNSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to LYNDON BAINES JOHNSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LYNDON BAINES JOHNSON FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LYNDON BAINES JOHNSON FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LYNDON BAINES JOHNSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of LYNDON BAINES JOHNSON FOUNDATION?
- The 990 for the year ended August 31, 2025 names JOANNE MIDWIKIS.
- Who are the officers and directors of LYNDON BAINES JOHNSON FOUNDATION?
- The 990 for the year ended August 31, 2025 lists 36 people; 5 received compensation from the organization, the highest $506,721 (MARK K UPDEGROVE, PRESIDENT AND CEO).
- How much revenue does LYNDON BAINES JOHNSON FOUNDATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $17,723,326, expenses of $11,763,897 and total assets of $304,029,086 at year end.
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