2015-05-11T13:42:18-05:00 2014-08-31 742520919 MIDWIKIS & GRANGER PC 1609 SHOAL CREEK BLVD SUITE 301 AUSTIN TX 78701 990 2013-09-01 741774063 THE LYNDON BAINES JOHNSON FOUNDATION LYND 5124787829 2313 RED RIVER AUSTIN TX 78705 JOANNE MIDWIKIS TREASURER 5124787165 2015-05-11 1 JOANNE MIDWIKIS P00000470 5124787165 2013 2016-02-25 16:41:14Z LARRY TEMPLE 2313 RED RIVER AUSTIN TX 78705 10662650 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. 22 22 48 95 0 0 3593826 2086664 0 0 7865508 8151434 -186157 46223 11273177 10284321 5001708 4305944 0 0 1588745 1575457 0 0 108194 6927672 2518679 13518125 8400080 -2244948 1884241 161902436 178227961 41704 15356 161860732 178212605 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 4636810 4118328 LBJ SCHOOL OF PUBLIC AFFAIRS, UNIVERSITY OF TEXAS AT AUSTIN - FUNDS ARE ALLOCATED TO STUDENT ACTIVITIES, CURRICULUM & CHAIR SUPPORT, & SEMINARS (TOTAL BENEFITTED NOT DETERMINABLE) 3212168 187616 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) SALES DESK - OPERATED TO PROVIDE TOURS & SOUVENIRS FOR LBJ PRESIDENTIAL LIBRARY & MUSEUM WITH PROCEEDS REMITTED TO THE LIBRARY (TOTAL BENEFITTED NOT READILY ASCERTAINABLE) 7848978 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 48 0 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOANNE MIDWIKIS 5124787165 1609 SHOAL CREEK BLVD SUITE 301 AUSTIN TX 78701 MR ROBERT ALLBRITTON TRUSTEE 0.00 X 0 0 0 MR BEN BARNES TRUSTEE & VICE CHAIRMAN 0.00 X X 0 0 0 MR JOSEPH A CALIFANO JR TRUSTEE 0.00 X 0 0 0 MS ELIZABETH CHRISTIAN TRUSTEE & PRESIDENT 0.00 X X 0 0 0 MRS ELEANOR B CROOK TRUSTEE 0.00 X 0 0 0 SENATOR TOM DASCHLE TRUSTEE 0.00 X 0 0 0 SENATOR RODNEY ELLIS TRUSTEE 0.00 X 0 0 0 MR WAYNE GIBBENS TRUSTEE 0.00 X 0 0 0 MR WILLIAM P HOBBY TRUSTEE 0.00 X 0 0 0 DEAN ROBERT HUTCHINGS TRUSTEE 0.00 X 0 0 0 MS LUCI BAINES JOHNSON TRUSTEE 0.00 X 0 0 0 MR W THOMAS JOHNSON CHAIRMAN EMERITUS 0.00 X 0 0 0 AMB JIM JONES TRUSTEE 0.00 X 0 0 0 MR RONALD KIRK TRUSTEE 0.00 X 0 0 0 MR CAPPY R MCGARR TRUSTEE 0.00 X 0 0 0 AMB LYNDON OLSON JR TRUSTEE & VICE CHAIRMAN 0.00 X X 0 0 0 MR WILLIAM POWERS JR TRUSTEE 0.00 X 0 0 0 MRS LYNDA JOHNSON ROBB TRUSTEE 0.00 X 0 0 0 MR ROY M SPENCE JR TRUSTEE 0.00 X 0 0 0 MR LARRY E TEMPLE CHAIRMAN 0.00 X X 0 0 0 MR MARK K UPDEGROVE TRUSTEE 0.00 X 0 0 0 MR CASEY WASSERMAN TRUSTEE 0.00 X 0 0 0 MS JOANNE MIDWIKIS SECRETARY/TREASURER 8.00 X 120000 0 0 120000 0 0 2 0 0 0 FLINTCO 8100 CROSS PARK LN AUSTIN TX 78754 CONSTRUCTION 772047 ARSENAL 610 BRAZOS ST AUSTIN TX 78701 ADVERTISING/EXHIBITS 219870 CORTINA PRODUCTIONS 1651 OLD MEADOW RD MCLEAN VA 22102 EXHIBITS 117196 DESIGN & PRODUCTIONS 7110 RAINWATER PLACE LORTON VA 22079 EXHIBITS 105954 4 186925 1899739 2086664 3534579 3534579 4616855 0 4616855 4616855 4616855 424552 378329 46223 46223 10284321 46223 0 8151434 4305944 4305944 301200 135300 75300 90600 1008502 808424 200078 43131 34074 3621 5436 123358 96172 21052 6134 99266 70782 23543 4941 27925 27925 803786 803786 124418 124418 10053 10053 29791 969 28822 52514 52514 LIBRARY: 50TH ANNIVERSA 1462646 1462646 LIBRARY: OTHER 6463 6463 FUNDRAISING EXPENSES 1083 1083 8400080 7848978 442908 108194 200000 3475266 4427640 1424954 559325 118865 122990 156683351 173118006 161902436 178227961 41704 15356 41704 15356 X 76292396 83780209 50470303 58802273 35098033 35630123 161860732 178212605 161902436 178227961 1884241 14467632 0 X X 0 1 X 1 0 X 1679027 3639244 2797422 3262526 2086664 13464883 1679027 3639244 2797422 3262526 2086664 13464883 3581187 9883696 1083795 1176522 887502 1236897 3534579 7919295 21384178 1430028 0.46220 0.40610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91935548 665138 12718434 3485384 553445 101280291 91956185 3130922 4416404 10349479 156892 -2938408 91935548 89452111 7480453 4105605 7175642 152651 1753691 91956185 76261011 2624958 11020427 454285 89452111 68949949 1172680 8618398 2480016 76261011 0.07000 0.35000 0.58000 0 0 0 23,313,324.87 UNITS UTIMCO LTF-UNIV. OF TEXAS INVESTMENT MANAGEMENT COMPANY 173118006 F 173118006 24751953 14467632 14467632 10284321 0 10284321 8400080 0 8400080 0 8400080 PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT THE PROGRAMS OF THE LBJ PRESIDENTIAL LIBRARY, MAINTAIN THE MUSEUM EXHIBITS AND FUND THE CHAIRMANSHIPS, PROGRAMS & CURRICULUM, FELLOWSHIPS, SCHOLARSHIPS & GRANTS FOR THE LBJ SCHOOL OF PUBLIC AFFAIRS AT THE UNIVERSITY OF TEXAS AUSTIN. 0 LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 1198188 PROGRAM SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 1144593 FELLOWSHIPS LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 782498 CHAIR SALARIES & SUPPORT LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 590577 RGK CENTER FOR PHILANTHROPY LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 65000 50TH ANNIVERSARY LBJ SCHOOL OF PUBLIC AFFAIRS 2313 RED RIVER AUSTIN TX 78705 337472 OTHER SUPPORTOTHER SUPPORT LBJ LIBRARY 2313 RED RIVER AUSTIN TX 78705 187616 AWARDS & GRANTS 2 X X 0 0 0 0 0 0 0 0 0 JOANNE MIDWIKIS 50% OWNER OF MIDWIKIS & GRANGER PC AND TREASURER OF THE BOARD TAX/PROFESSIONAL SERVICES MIDWIKIS & GRANGER PC PREPARES THE FORM 990 FOR THE FOUNDATION. THE FEES FOR THE PREPARATION ARE $8,675. PAYMENT WAS APPROVED BY THE FULL BOARD OF DIRECTORS. 0 X 2 FMV AT CONTRIBUTN DATE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LUCI JOHNSON AND LYNDA JOHNSON ROBB ARE SISTERS. LARRY TEMPLE AND TOM JOHNSON ARE CO-INVESTORS IN AN OUTSIDE LAND INVESTMENT PARTNERSHIP. FORM 990, PART VI, SECTION B, LINE 11 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.