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 |
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 |
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
- 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 | – | – | – | IRS |
| 990 | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $26,560,339 | $7,719,412 | $265,899,340 | IRS |
| 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
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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