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MONCRIEF CANCER FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MONCRIEF CANCER FOUNDATION (EIN 75-2429817)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-15
IRS object ID
202601969349300830
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-15T09:31:44-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1640 TAYLOR STREET SUITE 2200AddressLine1Txt
CityFT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752429817EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONCRIEF CANCER FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O UT SOUTHWESTERN MEDICAL CENTERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMONCBusinessNameControlTxt
Phone2146483572PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15323 HARRY HINES BLVDAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75390ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATT ROSAMONDPersonNm
Person TitleVICE PRESIDENT FINANCE AND CFOPersonTitleTxt
Phone2146483572PhoneNum
Signature2026-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMILY LANDRYPreparerPersonNm
PTINP01614538PTIN
Phone8172599100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATT ROSAMONDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15323 HARRY HINES BLVDAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75390ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,256,432GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE CORPORATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF UT SOUTHWESTERN MEDICAL CENTER IN TARRANT COUNTY, TEXAS, IN ORDER TO FURTHER THE PURPOSES AND FUNCTIONS OF THE UT SOUTHWESTERN MEDICAL CENTER. THIS PURPOSE INCLUDES THE OPERATION OF UT SOUTHWESTERN MONCRIEF CANCER CENTER AT FORT WORTH, A RELATED 501(C)(3) ORGANIZATION.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,000PYContributionsGrantsAmt
CY Contributions Grants$15,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,944,890PYInvestmentIncomeAmt
CY Investment Income$6,699,548CYInvestmentIncomeAmt
PY Other Revenue$403PYOtherRevenueAmt
CY Other Revenue$433CYOtherRevenueAmt
PY Total Revenue$2,960,293PYTotalRevenueAmt
CY Total Revenue$6,714,981CYTotalRevenueAmt
PY Grants And Similar Paid$4,076,201PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,902,672CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$364,347PYOtherExpensesAmt
CY Other Expenses$368,518CYOtherExpensesAmt
PY Total Expenses$4,440,548PYTotalExpensesAmt
CY Total Expenses$5,271,190CYTotalExpensesAmt
PY Revenues Less Expenses-$1,480,255PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,443,791CYRevenuesLessExpensesAmt
Total Assets BOY$102,222,638TotalAssetsBOYAmt
Total Assets EOY$106,055,603TotalAssetsEOYAmt
Total Liabilities BOY$1,838,674TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,271,346TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$100,383,964NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$103,784,257NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CORPORATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF UT SOUTHWESTERN MEDICAL CENTER IN TARRANT COUNTY, TEXAS, IN ORDER TO FURTHER THE PURPOSES AND FUNCTIONS OF THE UT SOUTHWESTERN MEDICAL CENTER. THIS PURPOSE INCLUDES THE OPERATION OF UT SOUTHWESTERN MONCRIEF CANCER CENTER AT FORT WORTH, A RELATED 501(C)(3) ORGANIZATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,902,672ExpenseAmt
Grant$4,902,672GrantAmt
DescMONCRIEF CANCER FOUNDATION SUPPORTS UT SOUTHWESTERN'S CANCER-RELATED ACTIVITIES IN THE TARRANT COUNTY AREA, ENSURING ACCESS TO SPECIAL DIAGNOSTIC AND GENETIC TESTS THAT ARE OTHERWISE UNAVAILABLE, AS WELL AS IMPORTANT SUPPORT SERVICES FOR INDIVIDUAL PATIENTS AND THEIR FAMILIES.Desc
Total Program Service Expenses$4,902,672TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMANDY HORNPersonNm
Phone2146489569PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15323 HARRY HINES BLVDAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75390ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DANIEL PODOLSKY MD
PRESIDENT1.0055.00Yes (X)Yes (X)$0$3,168,532$46,719
TOM O MONCRIEF
DIRECTOR1.0055.00Yes (X)$0$0$0
KIT MONCRIEF
DIRECTOR1.0055.00Yes (X)$0$0$0
MACK MITCHELL MD
VP MEDICAL AFFAIRS1.0055.00Yes (X)Yes (X)$0$695,848$46,719
GLORIA MONCRIEF HOLMSTEN
DIRECTOR1.0055.00Yes (X)$0$0$0
JONATHAN EFRON MD
EVP HEALTH SYSTEM AFFAIRS1.0055.00Yes (X)Yes (X)$0$1,253,905$53,466
MICHAEL SERBER
VP FINANCE AND INSTITUTION CFO1.0055.00Yes (X)$0$757,919$53,466
HOLLY CRAWFORD
EVP BUSINESS AFFAIRS1.0055.00Yes (X)$0$998,530$46,719
KEITH ARGENBRIGHT
PROFESSOR1.0055.00$0$476,918$46,718Yes (X)
CARLOS ARTEAGA
PROFESSOR AND DIRECTOR1.0055.00$0$927,782$84,858Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,279,434TotReportableCompRltdOrgAmt
Total Other Compensation$378,665TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUTHER KING CAPITAL MANAGEMENTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 COMMERCE ST STE 1600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
ServicesPORTFOLIO MANAGEMENTServicesDesc
Compensation$203,855CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$15,000AllOtherContributionsAmt
Total Contributions$15,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,755,797TotalRevenueColumnAmt
Exclusion$1,755,797ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$433TotalRevenueColumnAmt
Exclusion$433ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,485,202SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,541,451SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,943,751SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,943,751TotalRevenueColumnAmt
Exclusion$4,943,751ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,714,981TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,699,981ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,902,672TotalAmt
Program Services$4,902,672ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$127,142TotalAmt
Management And General$127,142ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$405TotalAmt
Management And General$405ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,855TotalAmt
Management And General$32,855ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$203,855TotalAmt
Management And General$203,855ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,109TotalAmt
Management And General$3,109ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$1,152TotalAmt
Management And General$1,152ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,271,190TotalAmt
Program Services$4,902,672ProgramServicesAmt
Management And General$368,518ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,593,856BOYAmt
EOY$1,322,966EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$24,290BOYAmt
EOY$20,921EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$86,940,318BOYAmt
EOY$90,320,282EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,624,568BOYAmt
EOY$14,360,702EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$39,606BOYAmt
EOY$30,732EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$102,222,638BOYAmt
EOY$106,055,603EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,838,674BOYAmt
EOY$2,271,346EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,838,674BOYAmt
EOY$2,271,346EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$100,383,964BOYAmt
EOY$103,784,257EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,383,964BOYAmt
EOY$103,784,257EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$102,222,638BOYAmt
EOY$106,055,603EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,443,791ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,956,502NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
UT SOUTHWESTERN MEDICAL CENTER
7560028686Yes (1)$0$0
UT SOUTHWESTERN MONCRIEF CANCER CENTER
7526550087Yes (1)$4,902,672$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$4,902,672SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COLLECTIVE TRUST FUND$14,288,624F
UTIMCO ENDOWMENT FUND$72,078F
FieldValueIRS element (for citing)
Total Book Value Securities$14,360,702TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,467,195TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,956,502NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,956,502RevenueNotReportedAmt
Revenue Subtotal$6,510,693RevenueSubtotalAmt
Investment Expenses Not Incld$203,855InvestmentExpensesNotIncldAmt
Other Revenues Not Included$433OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$204,288RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,714,981TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,067,335TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,067,335ExpensesSubtotalAmt
Investment Expenses Not Incld2$203,855InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$203,855ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,271,190TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ROYALTIES 433.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UT SOUTHWESTEN MONCRIEF CANCER CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 W MAGNOLIA AVEAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76104ZIPCd
FieldValueIRS element (for citing)
Recipient EIN752655008RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$4,902,672CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantOPERATIONAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL PODOLSKY MD
PRESIDENT$0$2,677,705$0$490,107$0$720$0$29,325$0$17,394$0$3,215,251$0$0
JONATHAN EFRON MD
EVP HEALTH SYSTEM AFFAIRS$0$896,810$0$356,375$0$720$0$29,325$0$24,141$0$1,307,371$0$0
HOLLY CRAWFORD
EVP BUSINESS AFFAIRS$0$772,627$0$225,183$0$720$0$29,325$0$17,394$0$1,045,249$0$0
CARLOS ARTEAGA
PROFESSOR AND DIRECTOR$0$787,062$0$140,000$0$720$0$67,465$0$17,393$0$1,012,640$0$0
MICHAEL SERBER
VP FINANCE AND INSTITUTION CFO$0$340,970$0$146,685$0$270,264$0$29,325$0$24,141$0$811,385$0$0
MACK MITCHELL MD
VP MEDICAL AFFAIRS$0$501,592$0$193,536$0$720$0$29,325$0$17,394$0$742,567$0$0
KEITH ARGENBRIGHT
PROFESSOR$0$456,918$0$20,000$0$0$0$29,325$0$17,393$0$523,636$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonHOLLY CRAWFORD AND MICHAEL SERBERPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionOFFICER - MONCRIEF CANCER FOUNDATION & MONCRIEF CANCER CENTERRelationshipDescriptionTxt
Transaction$4,902,672TransactionAmt
TransactionMONCRIEF CANCER FOUNDATION HAS TRANSACTIONS WITH MONCRIEF CANCER CENTER AS PART OF THE MASTER SERVICES AGREEMENT FOR SHARING OF EMPLOYEES AND OTHER RESOURCES RELATED TO INFORMATION RESOURCES, IT, ADVERTISING & PRINTING, CONSULTING AND MANAGEMENT. HOLLY CRAWFORD AND MICHAEL SERBER ARE OFFICERS OF MONCRIEF CANCER CENTER AND OFFICERS OF MONCRIEF CANCER FOUNDATION.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TOM O. MONCRIEF, KIT MONCRIEF, AND GLORIA MONCRIEF HOLMSTEN HAVE A FAMILY RELATIONSHIP. THIS RELATIONSHIP DOES NOT AFFECT THEIR DUTIES AS BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 6THE PRESIDENT OF UT SOUTHWESTERN MEDICAL CENTER, CURRENTLY DR. DANIEL PODOLSKY, IS THE SOLE MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOLE MEMBER OF THE ORGANIZATION HAS AUTHORITY TO APPOINT AND/OR REMOVE ANY MEMBER OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION PROVIDES AUDITED FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION UPON WHICH THE FORM 990 IS PREPARED FOR REVIEW. THE FORM 990 IS REVIEWED BY MICHAEL SERBER, VP FINANCE AND INSTITUTION CFO, AND THEN SUBMITTED TO DR. MACK MITCHELL, VP MEDICAL AFFAIRS, FOR REVIEW. THE FORM 990 IS THEN SIGNED BY MICHAEL SERBER, VP FINANCE AND INSTITUTION CFO.
FORM 990, PART VI, SECTION B, LINE 12CMONCRIEF CANCER FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH REQUIRES THE DIRECTORS AND OFFICERS SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY, WHICH ARE THEN REVIEWED BY THE BOARD. ANYONE WITH A CONFLICT IS REMOVED FROM DISCUSSION AND VOTING ON THE TRANSACTION, WITH THE CONFLICT BEING DOCUMENTED IN THE MINUTES. THE CONFLICT OF INTEREST STATEMENTS ARE A PART OF THE MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
UT SOUTHWESTERN MONCRIEF CANCER CENTER
400 W MAGNOLIA AVEFORT WORTHTX76104752655008TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND FAMILIESTX501(C)(3)509(A)(1)0
UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX75390756002868HIGHER EDUCATION, RESEARCH, AND MEDICAL CARE PROVIDERTX501(C)(3)LINE 60
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UT SOUTHWESTERN MONCRIEF CANCER CENTER
B$4,902,672FMV
UT SOUTHWESTERN MEDICAL CENTER
M$64,600FMV