2026-07-09T13:21:33-05:00 2025-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2024-09-01 741774063 THE LYNDON BAINES JOHNSON FOUNDATION LYND 5124787829 2313 RED RIVER AUSTIN TX 78705 JOANNE MIDWIKIS TREASURER 7379318214 2026-05-20 1 1 EMILY LANDRY P01614538 8172599100 2024 2025-03-06 01:10:19Z JOANNE MIDWIKIS 2313 RED RIVER AUSTIN TX 78705 28716928 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 97 0 0 2142981 2373053 935769 809730 13404506 14489900 82254 50643 16565510 17723326 5469921 6504927 0 0 2703671 2677434 0 0 419627 2737518 2581536 10911110 11763897 5654400 5959429 284087958 304029086 166358 1477893 283921600 302551193 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 5746814 5746814 LBJ SCHOOL OF PUBLIC AFFAIRS, UNIVERSITY OF TEXAS AT AUSTIN - FUNDS ARE ALLOCATED TO STUDENT ACTIVITIES, CURRICULUM & CHAIR SUPPORT, & SEMINARS (TOTAL BENEFITTED NOT DETERMINABLE) 4664691 758113 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) 860373 SALES DESK - OPERATED TO PROVIDE TOURS & SOUVENIRS FOR LBJ PRESIDENTIAL LIBRARY & MUSEUM WITH PROCEEDS REMITTED TO THE LIBRARY (TOTAL BENEFITTED NOT READILY ASCERTAINABLE) 10411505 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 59 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 1.00 X X 0 0 0 W THOMAS JOHNSON CHAIRMAN EMERITUS 0.50 X X 0 0 0 AMBASSADOR LYNDON L OLSON JR VICE CHAIRMAN 0.50 X X 0 0 0 HONORABLE BEN BARNES VICE CHAIRMAN 0.50 X X 0 0 0 ELIZABETH CHRISTIAN VICE CHAIRMAN 0.50 X X 0 0 0 STACEY ABRAMS TRUSTEE 0.50 X 0 0 0 ROBERT ALLBRITTON TRUSTEE 0.50 X 0 0 0 JOHN BECKWORTH TRUSTEE 0.50 X 0 0 0 HONORABLE JOSEPH A CALIFANO JR TRUSTEE 0.50 X 0 0 0 HONORABLE JULIAN CASTRO TRUSTEE 0.50 X 0 0 0 NICOLE COVERT TRUSTEE 0.50 X 0 0 0 SENATOR TOM DASCHLE TRUSTEE 0.50 X 0 0 0 DEAN JR DESHAZO TRUSTEE 0.50 X 0 0 0 COMMISSIONER RODNEY ELLIS TRUSTEE 0.50 X 0 0 0 WAYNE GIBBENS TRUSTEE 0.50 X 0 0 0 HONORABLE LLOYD HAND TRUSTEE 0.50 X 0 0 0 HONORABLE WILLIAM P HOBBY TRUSTEE 0.50 X 0 0 0 LUCI BAINES JOHNSON TRUSTEE 0.50 X 0 0 0 AMBASSADOR JIM JONES TRUSTEE 0.50 X 0 0 0 RON KIRK TRUSTEE 0.50 X 0 0 0 JACK MARTIN TRUSTEE 0.50 X 0 0 0 AMBASSADOR VILMA MARTINEZ TRUSTEE 0.50 X 0 0 0 EDWARD J MATHIAS TRUSTEE 0.50 X 0 0 0 CAPPY R MCGARR TRUSTEE 0.50 X 0 0 0 CATHERINE ROBB TRUSTEE 0.50 X 0 0 0 LYNDA JOHNSON ROBB TRUSTEE 0.50 X 0 0 0 EVAN SMITH TRUSTEE 0.50 X 0 0 0 ROY M SPENCE JR TRUSTEE 0.50 X 0 0 0 COURTENAY VALENTI TRUSTEE 0.50 X 0 0 0 CASEY WASSERMAN TRUSTEE 0.50 X 0 0 0 TONYA WILLIAMS TRUSTEE 0.50 X 0 0 0 DANIEL SHEPPARD PERRY CHIEF DEVELOPMENT DIRECTOR 40.00 X 161786 0 22751 JOANNE MIDWIKIS SECRETARY/TREASURER 40.00 X 130000 0 0 SAMANTHA B STONE CHIEF OPERATING OFFICER 40.00 X 135349 0 17550 SARAH MCCRACKEN DIRECTOR OF PUBLIC PROGRAMS 40.00 X 87446 0 29142 1021302 0 127312 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 528464 1844589 8331 2373053 MUSEUM ADMISSIONS 713990 809730 809730 809730 2312446 2312446 22732863 10555409 12177454 12177454 12177454 488836 438193 50643 50643 17723326 860373 0 14489900 6323066 6323066 181861 181861 1202938 432710 562710 207518 1215176 1004519 87404 123253 34389 34389 75607 59194 15702 711 149324 91724 35618 21982 234126 234126 32147 32147 110252 105606 4646 171545 106772 42531 22242 34825 34825 56481 11349 36873 8259 65497 300 65197 6266 6266 15500 15500 53497 2335 50861 301 LIBRARY: EVENTS/PROGRAM 1408512 1341928 35869 30715 LIBRARY: SUPPLIES 319870 319870 LBJ LIBRARY/MUSEUM OTHE 55348 55348 LIBRARY:REPAIRS 17670 17670 11763897 10411505 932765 419627 5774700 7584567 5308802 2457636 250 123251 150587 46500 33583 28417 12917 272721475 293728436 131313 94693 284087958 304029086 61231 1408124 105127 69769 166358 1477893 X 119276082 127315176 164645518 175236017 283921600 302551193 284087958 304029086 5959429 12670164 0 X X 0 1 X 1 0 X 1662206 641697 13303932 2142981 2373053 20123869 1662206 641697 13303932 2142981 2373053 20123869 8438557 11685312 1591854 1711416 225459 2225867 2312446 8067042 28190911 5076061 0.41450 0.53790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172323111 281361 16207120 5650886 49232 183111474 161152986 465800 15125264 4558923 -137984 172323111 144687922 11811642 6623918 2769037 -798541 161152986 158939555 23445 -9723931 4477014 74133 144687922 124370114 922811 38249204 4465988 136586 158939555 0.04301 0.65071 0.30628 0 0 46500 33583 12917 12917 UNIV. OF TEXAS INVESTMENT MANAGEMENT COMPANY 293728436 F 293728436 LEASE LIABILITY 69769 69769 X 30393490 12670164 12670164 17723326 0 17723326 11763897 0 11763897 0 11763897 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, 2022, 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 2549530 0 PROGRAM SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 135695 0 ACADEMIC SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 164880 0 STUDENT SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 654767 0 FELLOWSHIPS AND AWARDS LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 1431650 0 CHAIR SALARIES AND SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 810292 0 RGK CENTER FOR PHILANTHROPY LBJ LIBRARY AND MUSEUM 2313 RED RIVER AUSTIN TX 78705 746000203 GOVERNMENT 576252 0 AWARDS. GRANTS, AND FELLOWSHIPS 1 MOODY LIBRARY FUND 19 44039 LADY BIRD JOHNSON CONSERVATION AWARD FUND 4 122822 HARRY MIDDLETON FELLOWSHIP IN PRESIDENTIAL STUDIES 2 15000 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 SHEPPARD PERRY CHIEF DEVELOPMENT DIRECTOR 161786 0 0 0 0 0 0 0 22751 0 184537 0 0 0 SAMANTHA B 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.