2020-07-12T11:55:48-05:00 2019-08-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2018-09-01 752429817 MONCRIEF CANCER FOUNDATION C/O UT SOUTHWESTERN MEDICAL CENTER MONC 2146483572 5323 HARRY HINES BLVD DALLAS TX 75390 ARNIM E DONTES TREASURER 2146483572 2020-06-29 1 CHRISTY CATES P00440503 8172599100 71.131.70.48 2020-06-29 10:16:39 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C9CC508B603D8A41B6E0CF17653875976BD10DA7 2018 2021-01-29 14:40:06Z ARNIM E DONTES 5323 HARRY HINES BLVD DALLAS TX 75390 12583455 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 15550 18464 0 0 5818590 4287463 406 1793 5834546 4307720 2732405 3138054 0 0 0 0 0 0 0 1005419 848854 3737824 3986908 2096722 320812 99192014 95891475 20747482 20764005 78444532 75127470 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 3138054 3138054 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. 3138054 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 ARNIM E DONTES 2146483572 5323 HARRY HINES BLVD DALLAS TX 75390 DANIEL PODOLSKY CHAIRMAN 1.00 X X 0 1873155 37354 TOM O MONCRIEF PRESIDENT 1.00 X X 0 0 0 WILLIS MADDREY MD VICE CHAIRMAN 1.00 40.00 X X 0 611664 47383 KIT MONCRIEF VICE PRESIDENT & SECRETARY 1.00 X X 0 0 0 KERN WILDENTHAL MD PHD DIRECTOR 1.00 X 0 0 0 WILLIAM E TUCKER PHD DIRECTOR 1.00 X 0 0 0 ARNIM DONTES TREASURER 1.00 40.00 X 0 782353 42780 MICHAEL SERBER ASSISTANT TREASURER 1.00 40.00 X 0 380662 42411 DONALD SELDIN MD FORMER DIRECTOR 1.00 40.00 X 0 224501 4668 0 3872335 174596 0 1 1 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST STE 1600 FORT WORTH TX 76102 PORTFOLIO MANAGEMENT 219968 1 18464 18464 1674865 1674865 1793 1793 10888333 8275735 2612598 2612598 2612598 4307720 0 0 4289256 3138054 3138054 117412 117412 315 315 24390 24390 291478 291478 411751 411751 3466 3466 BANK FEES 42 42 3986908 3138054 848854 0 1221452 657171 22297 22679 77624468 76650989 20271528 18509363 52269 51273 99192014 95891475 1747482 1764005 19000000 19000000 20747482 20764005 X 78444532 75127470 78444532 75127470 99192014 95891475 320812 -3637874 0 X 0 1 X 0 0 X X 2 UT SOUTHWESTERN MEDICAL CENTER 756002868 6 1 100000 0 UT SOUTHWESTERN MONCRIEF CANCER CENTER 752655008 7 1 3038054 0 2 3138054 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 13072679 F FIXED INCOME HEDGE FUND 5436684 F 18509363 X 378368 -3637874 -3637874 4016242 291478 291478 4307720 3695430 0 3695430 291478 291478 3986908 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, 2019, 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) 3038054 OPERATIONAL SUPPORT UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 501(C)(3) 100000 OPERATIONAL SUPPORT 2 0 0 0 0 0 0 0 0 0 DANIEL PODOLSKY CHAIRMAN 0 1021962 0 490107 0 361086 0 23375 0 13979 0 1910509 0 0 WILLIS MADDREY MD VICE CHAIRMAN 0 471166 0 139778 0 720 0 40257 0 7126 0 659047 0 0 ARNIM DONTES TREASURER 0 591715 0 189918 0 720 0 23375 0 19405 0 825133 0 0 MICHAEL SERBER ASSISTANT TREASURER 0 259677 0 120265 0 720 0 23006 0 19405 0 423073 0 0 DONALD SELDIN MD FORMER DIRECTOR 0 79940 0 0 0 144561 0 0 0 4668 0 229169 0 0 ARNIM DONTES AND MICHAEL SERBER OFFICER - UT SOUTHWESTERN MEDICAL CENTER 100000 NEURO ONCOLOGY - MONCRIEF CANCER FOUNDATION CONTRIBUTED FUNDS IN SUPPORT OF NEUROLOGICAL ONCOLOGY RESEARCH RELATED TO EFFECTIVE TREATMENTS FOR GLIOBASTOMA. ARNIM DONTES AND MICHAEL SERBER ARE OFFICERS OF MONCRIEF CANCER CENTER AND OFFICERS OF MONCRIEF CANCER FOUNDATION. 0 ARNIM DONTES AND MICHAEL SERBER OFFICER - MONCRIEF CANCER FOUNDATION & MONCRIEF CANCER CENTER 3038054 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. ARNIM DONTES 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 AND KIT MONCRIEF HAVE A FAMILY RELATIONSHIP. 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 ARNIM E. DONTES, TREASURER, AND THEN SUBMITTED TO DR. WILLIS MADDREY, VICE CHAIRMAN, FOR REVIEW. THE FORM 990 IS THEN SIGNED BY ARNIM E. DONTES, TREASURER. 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. 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 3038054 FMV UT SOUTHWESTERN MEDICAL CENTER M 55725 FMV UT SOUTHWESTERN MEDICAL CENTER O 4046931 FMV UT SOUTHWESTERN MEDICAL CENTER B 100000 FMV