2023-03-31T14:46:38-05:00 2022-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2021-09-01 752429817 MONCRIEF CANCER FOUNDATION C/O UT SOUTHWESTERN MEDICAL CENTER MONC 2146483572 5323 HARRY HINES BLVD DALLAS TX 75390 MICHAEL SERBER ASSISTANT TREASURER & ASSISTANT SEC 2146483572 2023-03-15 1 MICHAEL SERBER 999009999 EMILY LANDRY P01614538 8172599100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X MICHAEL SERBER 5323 HARRY HINES BLVD DALLAS TX 75390 12789712 0 X N/A X 1999 TX THE 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. 6 3 0 8 0 0 16455 17000 0 0 4928004 7916610 188 429 4944647 7934039 3686537 3593368 0 0 0 0 0 0 0 899519 789585 4586056 4382953 358591 3551086 124576255 110245526 20985144 21578163 103591111 88667363 X THE 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. 0 0 3593368 3593368 MONCRIEF 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. 3593368 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHAEL SERBER 2146489569 5323 HARRY HINES BLVD DALLAS TX 75390 DANIEL PODOLSKY MD CHAIRMAN 1.00 40.00 X X 0 2803252 39331 TOM O MONCRIEF PRESIDENT 1.00 X X 0 0 0 KIT MONCRIEF VICE PRESIDENT & SECRETARY 1.00 1.00 X X 0 0 0 KERN WILDENTHAL MD PHD DIRECTOR 1.00 X 0 0 0 RICHARD W MONCRIEF DIRECTOR 1.00 X 0 0 0 MACK MITCHELL MD VICE CHAIRMAN 1.00 40.00 X 0 640684 39331 MICHAEL SERBER ASSISTANT TREASURER & ASSI 1.00 40.00 X 0 724444 45027 HOLLY CRAWFORD TREASURER (PARTIAL YEAR) 1.00 40.00 X 0 55114 396 0 4223494 124085 0 0 1 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST STE 1600 FORT WORTH TX 76102 PORTFOLIO MANAGEMENT 284427 1 17000 17000 1663642 1663642 429 429 11108641 4855673 6252968 6252968 6252968 7934039 0 0 7917039 3593368 3593368 136845 136845 349 349 28175 28175 284427 284427 335618 335618 3243 3243 MISCELLANEOUS 928 928 4382953 3593368 789585 0 1143666 4410505 26864 20431 105977682 90047706 17390725 15705238 37318 61646 124576255 110245526 1985144 2578163 19000000 19000000 20985144 21578163 X 103591111 88667363 103591111 88667363 124576255 110245526 3551086 -18474834 0 X 0 1 X 0 0 X X 2 UT SOUTHWESTERN MEDICAL CENTER 756002868 6 1 0 0 UT SOUTHWESTERN MONCRIEF CANCER CENTER 752655008 7 1 3593368 0 2 3593368 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COLLECTIVE TRUST FUND 15651394 F UTIMCO ENDOWMENT FUND 53844 F 15705238 X -10825222 -18474834 -18474834 7649612 284427 284427 7934039 4098526 0 4098526 284427 284427 4382953 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, 2022, 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. 0 UT SOUTHWESTEN MONCRIEF CANCER CENTER 400 W MAGNOLIA AVE FORT WORTH TX 76104 752655008 501(C)(3) 3593368 0 OPERATIONAL SUPPORT 1 0 0 0 0 0 0 0 0 0 DANIEL PODOLSKY MD CHAIRMAN 0 1507970 0 490107 0 805175 0 24650 0 14681 0 2842583 0 0 MICHAEL SERBER ASSISTANT TREASURER & ASSI 0 312292 0 138408 0 273744 0 24650 0 20377 0 769471 0 0 MACK MITCHELL MD VICE CHAIRMAN 0 459056 0 180908 0 720 0 24650 0 14681 0 680015 0 0 HOLLY CRAWFORD AND MICHAEL SERBER OFFICER - UT SOUTHWESTERN MEDICAL CENTER 0 NEURO ONCOLOGY - MONCRIEF CANCER FOUNDATION CONTRIBUTED FUNDS IN SUPPORT OF NEUROLOGICAL ONCOLOGY RESEARCH RELATED TO EFFECTIVE TREATMENTS FOR GLIOBASTOMA. HOLLY CRAWFORD AND MICHAEL SERBER ARE OFFICERS OF MONCRIEF CANCER CENTER AND OFFICERS OF MONCRIEF CANCER FOUNDATION. 0 HOLLY CRAWFORD AND MICHAEL SERBER OFFICER - MONCRIEF CANCER FOUNDATION & MONCRIEF CANCER CENTER 3593368 MONCRIEF 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. 0 FORM 990, PART VI, SECTION A, LINE 2 TOM O. MONCRIEF, KIT MONCRIEF, AND RICHARD MONCRIEF HAVE A FAMILY RELATIONSHIP. THIS RELATIONSHIP DOES NOT AFFECT THEIR DUTIES AS BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE PRESIDENT OF UT SOUTHWESTERN MEDICAL CENTER, CURRENTLY DR. DANIEL PODOLSKY, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION HAS AUTHORITY TO APPOINT AND/OR REMOVE ANY MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 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, ASSISTANT TREASURER AND ASSISTANT SECRETARY, AND THEN SUBMITTED TO DR. MACK MITCHELL, VICE CHAIRMAN, FOR REVIEW. THE FORM 990 IS THEN SIGNED BY MICHAEL SERBER, ASSISTANT TREASURER AND ASSISTANT SECRETARY. FORM 990, PART VI, SECTION B, LINE 12C MONCRIEF 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 18 THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 AMENDED RETURN, LIST OF CHANGES: FORM 990, PART I, LINE 3: CHANGED FROM 7 TO 6. FORM 990, PART I, LINE 4: CHANGE FROM 4 TO 3. FORM 990, PART I, LINE 6: CHANGED FROM 6 TO 8. FORM 990, PART VI, LINE 1A: CHANGED FROM 7 TO 6. FORM 990, PART VI, LINE 1B: CHANGED FROM 4 TO 3. FORM 990, PART VII, LINE 1A, COLUMN (C): HOLLY CRAWFORD CHANGED FROM INDIVIDUAL TRUSTEE OR DIRECTOR TO OFFICER. SCHEDULE D, PART XIII: CHANGE DATE FROM 8/31/2021 TO 8/31/2022 WHEN DISCUSSING UNCERTAIN TAX POSITIONS. SCHEDULE L, PART IV: ARNIM DONTES REPLACED WITH HOLLY CRAWFORD. SCHEDULE O, FORM 990, PART VI, SECTION A, LINE 2: UPDATED DISCLOSURE TO ADD "THIS RELATIONSHIP DOES NOT AFFECT THEIR DUTIES AS BOARD MEMBERS." SCHEDULE R, PART V, LINE 2(3): ADDED SHARING OF PAID EMPLOYEES BETWEEN MONCRIEF CANCER FOUNDATION AND UT SOUTHWESTERN MEDICAL CENTER. UT SOUTHWESTERN MONCRIEF CANCER CENTER 400 W MAGNOLIA AVE FORT WORTH TX 76104 752655008 TO PROVIDE COUNSELING AND SUPPORT RESOURCES TO CANCER PATIENTS AND FAMILIES TX 501(C)(3) 509(A)(1) 0 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 HIGHER EDUCATION, RESEARCH, AND MEDICAL CARE PROVIDER TX 501(C)(3) LINE 6 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 UT SOUTHWESTERN MONCRIEF CANCER CENTER B 3593368 FMV UT SOUTHWESTERN MEDICAL CENTER M 59119 FMV UT SOUTHWESTERN MEDICAL CENTER O 4347580 FMV