2017-11-15T17:32:11-06:00 2016-12-31 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE SUITE 400 DALLAS TX 75225 990 2016-01-01 750945939 SOUTHWESTERN MEDICAL FOUNDATION SOUT 2143516143 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 KATHLEEN M GIBSON PRESIDENT 2143516143 2017-11-15 1 CURTIS MAXFIELD P00445178 2143939300 12.0.230.112 2017-11-15 14:17:35 CS P DA3E60640D6C1298DD715361446E517AD29E4A42 7B6441DA580F43833600929B220D26E320F2C4AF 2016 2017-02-10 21:41:12Z KATHLEEN M GIBSON 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 229701382 0 X WWW.SWMEDICAL.ORG X 1939 TX SOUTHWESTERN MEDICAL FOUNDATION (THE "FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NON-PROFIT CORPORATION, COMMITTED TO THE DEVELOPMENT AND IMPROVEMENT OF MEDICAL EDUCATION, MEDICAL RESEARCH AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY AND THROUGHOUT THE WORLD. IN 1943, THE FOUNDATION ESTABLISHED SOUTHWESTERN MEDICAL COLLEGE, NOW KNOWN AS THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER (THE "CENTER"). THE FOUNDATION CONTINUES TO RAISE AND MANAGE PRIVATE PHILANTHROPIC DOLLARS PRIMARILY FOR CONTINUED SUPPORT OF THE CENTER THROUGH GRANTS AND SCHOLARSHIPS. 124 123 14 0 0 -839464 34116436 27649003 0 0 39261226 30857839 783029 1254650 74160691 59761492 30572650 32675128 0 0 1613384 1675301 0 0 1191408 4037037 3343307 36223071 37693736 37937620 22067756 783332251 824050479 10071250 5342796 773261001 818707683 X SOUTHWESTERN MEDICAL FOUNDATION (THE "FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NON-PROFIT CORPORATION, COMMITTED TO THE DEVELOPMENT AND IMPROVEMENT OF MEDICAL EDUCATION, MEDICAL RESEARCH AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY AND THROUGHOUT THE WORLD. IN 1943, THE FOUNDATION ESTABLISHED SOUTHWESTERN MEDICAL COLLEGE, NOW KNOWN AS THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER (THE "CENTER"). THE FOUNDATION CONTINUES TO RAISE AND MANAGE PRIVATE PHILANTHROPIC DOLLARS PRIMARILY FOR CONTINUED SUPPORT OF THE CENTER THROUGH GRANTS AND SCHOLARSHIPS. 0 0 33419533 32675128 SOUTHWESTERN MEDICAL FOUNDATION ("FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NONPROFIT CORPORATION. THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AS A CHARITABLE ORGANIZATION.PROGRAMS SUPPORTED BY THE FOUNDATION ARE PRIMARILY BENEFITTING UT SOUTHWESTERN MEDICAL CENTER AT DALLAS AS A LEADING BIOMEDICAL INSTITUTION IN EDUCATION, RESEARCH AND PATIENT CARE, INCLUDING PROGRAMS AT ITS PRINCIPAL AFFILIATED INSTITUTIONS. THE FOUNDATION ALSO PROVIDES SUPPORT TO OTHER EXEMPT HOSPITALS AND MEDICAL ORGANIZATIONS AND PROVIDES SCHOLARSHIP AWARDS TO MEDICAL STUDENTS AND OTHER HEALTH CARE PROVIDERS. IT SPONSORS INFORMATIONAL LECTURES THAT FEATURE EXPERT SPEAKERS IN VARIOUS FIELDS OF MEDICINE. 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1168101 1168101 37693736 PART X, LINE 2: 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 DECEMBER 31, 2016, 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. MANAGEMENT BELIEVES THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2013. SCHEDULE D, FORM 990, PART V: LINE 4 DONORS MAKE PERMANENT ENDOWMENTS TO SUPPORT THE ONGOING CHARITABLE SERVICES AND MISSION OF THE ORGANIZATION. 1 UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 COMMUNITY EVENT - BALL FOR EYE RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 125000 GIFT RECEIVED FROM HAROLD & ANNETTE SIMMONS COMPREHENSIVE CENTER - NEUROLOGICAL TO PURCHASE EQUIPMENT FOR FURTHER ENDEAVORS OF RESEARCH AND TREATMENT IN BRAIN AND NEUROLOGICAL DISORDERS UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 GIFT RECEIVED FROM MRS. RICHARD D. EISEMAN TO SUPPORT ACTIVITIES UNDER THE DIRECTION OF DR. BELINDA A. VICIOSO (GERIATRICS) UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 GIFT RECEIVED FROM MRS. RICHARD D. EISEMAN TO SUPPORT ACTIVITIES UNDER THE DIRECTION OF DR. JARETT D. BERRY (CARDIOLOGY) UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 50000 GIFT RECEIVED FROM MR. AND MRS. IRWIN J. GROSSMAN TO SUPPORT DIABETES RESEARCH UNDER THE DIRECTION OF DR. PHILIP RASKIN UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 33573 GIFT RECEIVED FROM ROY AND EMMA JENKINS MEMORIAL TRUST TO SUPPORT ACTIVITIES UNDER THE DIRECTION OF CRAIG M. POWELL, M.D., PH.D. UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 56000 GIFT RECEIVED FROM MR. AND MRS. PETER J. DENKER TO SUPPORT RESEARCH UNDER THE DIRECTION OF DR. ROGER ROSENBERG (ALZHEIMER'S DISEASE) UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1000000 GIFT RECEIVED FROM LINDA HART AND MILLEDGE HART, III TO RENOVATE AND EQUIP AN EPILEPSY MONITORING UNIT AND OPERATING ROOM AT ZALE LIPSHY UNIVERSITY HOSPITAL UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 511000 GIFT RECEIVED FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT RESEARCH UNDER THE DIRECTION OF DR. KIM ORTH (A NEW PARADIGM FOR FOOD-BORNE DISEASE) AMERICAN ACADEMY OF RESTORATIVE DENTISTRY PO BOX 1764 BROKEN ARROW OK 74013 410843827 501(C)(3) 15000 THE AMERICAN ACADEMY OF RESTORATIVE DENTISTRY TRUST FUND - UNTRESTRICTED EDUCATIONAL GRANT TO SUPPORT EDUCATIONAL EFFORTS OF AARD CHILDREN'S MEDICAL CENTER OF DALLAS 2777 STEMMONS FREEWAY SUITE 1089 DALLAS TX 75207 750800628 501(C)(3) 237000 GIFT FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT DR. SEAN MORRISON'S RESEARCH ON MELANOMA TEXAS WOMEN'S UNIVERSITY - THE STROKE CENTER 1810 INWOOD RD DALLAS TX 75235 746000203 170(B)(1)(A)(V) 10000 GIFT RECEIVED FROM JOSEPHINE SIMONSON APHASIA TRUST FUND TO SUPPORT INDIVIDUALS WITH APHASIA FOLLOWING A STROKE CHILDREN'S MEDICAL CENTER OF DALLAS 2777 STEMMONS FREEWAY SUITE 1089 DALLAS TX 75207 750800628 501(C)(3) 250000 GIFT FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT DR. DEBERARDINIS' RESEARCH ON CHILDHOOD METABOLIC DISEASES UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 20000 GIFT RECEIVED FROM MS. KATHLEEN DAHLGREN TO SUPPORT RESEARCH UNDER THE DIRECTION OF DR. ELIZABETH J. GOLDSMITH (WNK KINASE) UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 24620 GIFT RECEIVED FROM THE PRESIDENT'S RESEARCH COUNCIL TO SUPPORT THE PRESIDENT'S RESEARCH COUNCIL ACTIVITIES UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 11698 GIFT RECEIVED FROM FRIENDS OF ALZHEIMER'S DISEASE CENTER TO SUPPORT THE FRIENDS OF ALZHEIMER'S DISEASE ACTIVITIES UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7296 GIFT FROM FRIENDS OF THE CENTER FOR HUMAN NUTRITION TO SUPPORT THE FRIENDS OF THE CENTER FOR HUMAN NUTRITION ACTIVITIES UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 GIFT RECEIVED FROM MR. AND MRS. IRWIN GROSSMAN TO SUPPORT RESEARCH UNDER THE DIRECTION OF DR. LAURENT GAUTRON (DIABETES RESEARCH) UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 GIFT RECEIVED FROM MR. AND MRS. HAL CRENSHAW TO SUPPORT EDUCATION AND TRAINING PROGRAMS UNDER THE DIRECTION OF DR. STEVEN VERNINO UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10421 GIFTS RECEIVED FROM VARIOUS DONORS TO SUPPORT ACTIVITIES AT UTSW - UTSW ANNUAL FUND COLLIN COUNTY HEALTH CARE FOUNDATION 825 NORTH MCDONALD STREET MCKINNEY TX 75069 756000873 501(C)(3) 41280 HENRY L. AND LAURA H. SHOAP FUND TO SUPPORT THE PROGRAMS OF THE COLLIN COUNTY HEALTH DEPARTMENT CONDUCTED FOR THE INDIGENT AND OTHER CITIZENS OF COLLIN COUNTY PHOENIX HOUSES OF TEXAS INC 2351 WEST NORTHWEST HIGHWAY DALLAS TX 75220 133810073 501(C)(3) 22405 T. BOONE PICKENS SCHOLARSHIP ENDOWMENT FUND RESIDENTIAL DRUG REHABILITATION TREATMENT FOR TEENAGERS AT THE PHOENIX HOUSES OF TEXAS' HILL A. FEINBERG ACADEMY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 705050 TO SUPPORT THE WILLIAM P. CLEMENTS, JR UNIVERSITY HOSPITAL CONSTRUCTION PROJECT UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 60000 GIFT FROM THE BARTOLUCCI FAMILY FUND TO SUPPORT THE ENRICO G. BARTOLUCCI, M.D. LECTURESHIP IN ENDOCRINE SURGERY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 390000 GIFT FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT DR. ELLIOTT FROHMAN'S RESEARCH ON MULTIPLE SCLEROSIS UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 22499 GIFT FROM IDA M. GREEN FUND TO SUPPORT THE 2016 WOMEN IN SCIENCE AND MEDICINE ACTIVITIES UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7170883 SEMI-ANNUAL DISTRIBUTION TO SUPPORT RESEARCH CENTERS, ENDOWED CHAIRS, PROFESSORSHIPS, AND OTHER PROGRAMS UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 115029 GIFT FROM MR. AND MRS. BEN SPARKMAN TO SUPPORT ACTIVITIES IN THE DEPARTMENT OF INTERNAL MEDICINE UNDER THE DIRECTION OF DAVID H. JOHNSON, M.D. UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 300000 GIFT FROM EDMUND J. AND LOUISE W. KAHN MEMORIAL FUND TO SUPPORT ACTIVITIES UNDER THE DIRECTION OF DR. STEVE MCKNIGHT IN THE DEPARTMENT OF BIOCHEMISTRY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10731 GIFT FROM ROY AND EMMA JENKINS MEMORIAL TRUST FUND TO SUPPORT ACTIVITIES UNDER THE DIRECTION OF CRAIG M. POWELL, M.D., PH.D. UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 250000 GIFT FROM LUPE MURCHISON FOUNDATION FUND TO SUPPORT DR. WAYNE BOWMAN ON "CONNECTING LEADING-EDGE OPHTHALMOLOGY RESEARCH WITH EXCEPTIONAL PATIENT CARE" THE ACADEMY OF MEDICINE ENGINEERING & SCIENCE OF TEXAS 1616 GUADALUPE STREET SUITE 3304 AUSTIN TX 78701 201014851 501(C)(3) 5000 COMMUNITY EVENT UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 250000 GIFT FROM LUPE MURCHISON FOUNDATION FUND TO SUPPORT DR. RAQUIBUL HANNAN ON "UNDERSTANDING THE MECHANISMS OF I-SABR-A REVOLUTIONARY CANCER TREATMENT TECHNIQUE" UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 650000 TO SUPPORT THE WILLIAM P. CLEMENTS, JR UNIVERSITY HOSPITAL CONSTRUCTION PROJECT UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 100000 GIFT FROM CH AND MS HOILES CHARITABLE TRUST FUND TO SUPPORT DR. MARJORIE ZIELKE'S PROJECT, "THE EMOTIVE VIRTUAL REALITY PATIENT" UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 20000 GIFT FROM REBA DANIEL FERRELL AND RALPH TILLMAN FERRELL CHARITABLE GIFT FUND TO SUPPORT DR. RICHARD B. DEWEY'S RESEARCH ON PARKINSON'S DISEASE UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7135649 SEMI-ANNUAL DISTRIBUTION TO SUPPORT RESEARCH CENTERS, ENDOWED CHAIRS, PROFESSORSHIPS, AND OTHER PROGRAMS COLLIN COUNTY HEALTH CARE FOUNDATION 825 NORTH MCDONALD STREET MCKINNEY TX 75069 756000873 501(C)(3) 41280 HENRY L. AND LAURA H. SHOAP FUND TO SUPPORT THE PROGRAMS OF THE COLLIN COUNTY HEALTH DEPARTMENT CONDUCTED FOR THE INDIGENT AND OTHER CITIZENS OF COLLIN COUNTY PHOENIX HOUSES OF TEXAS INC 2351 WEST NORTHWEST HIGHWAY DALLAS TX 75220 133810073 501(C)(3) 22405 T. BOONE PICKENS SCHOLARSHIP ENDOWMENT FUND RESIDENTIAL DRUG REHABILITATION TREATMENT FOR TEENAGERS AT THE PHOENIX HOUSES OF TEXAS' HILL A. FEINBERG ACADEMY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 2460400 GIFT FROM HAROLD & ANNETTE SIMMONS COMPREHENSIVE CENTER NEUROLOGICAL FUND FOR CONTINUED SUPPORT OF NEUROSCIENCE FACULTY AND PURCHASES OF EQUIPMENT FOR RESEARCH AND TREATMENT IN BRAIN AND NEUROLOGICAL DISORDERS UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 125000 GIFT FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT DR. ROBERT TIMMERMAN'S I-SABR RESEARCH AND CLINICAL TRIALS UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 83333 GIFT FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT DR. YULL ARRIAGA'S RESEARCH ON ADVANCED BLADDER CANCER UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 3200000 GIFT FROM THE REES-JONES FOUNDATION TO SUPPORT THE ADOLESCENT MOOD DISORDERS NETWORK AND RISK AND RESILIENCY NETWORK UNDER THE DIRECTION OF DR. MADHUKAR TRIVEDI UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1755000 2016-2017 ANNUAL GRANT PAID QUARTERLY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 750000 GIFT FROM THE HERSH FOUNDATION TO SUPPORT THE CENTER FOR DEPRESSION RESEARCH AND CLINICAL CARE UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 8513 GIFT FROM MARNIE & KERN WILDENTHAL FUND FOR PRESIDENT EMERITUS UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 321063 TO SUPPORT THE WILLIAM P. CLEMENTS, JR UNIVERSITY HOSPITAL CONSTRUCTION PROJECT UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7875 GIFT FROM FRIENDS OF THE COMPREHENSIVE CANCER CARE AND RESEARCH TO SUPPORT ACTIVITIES OF THIS FRIENDS' GROUP UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 GIFT FROM MMK FOUNDATION TO SUPPORT CHRONIC KIDNEY DISEASE RESEARCH UNDER THE DIRECTION OF DR. JYOTHSNA GATTINENI UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 33334 GIFT FROM NANCY WIENER MARCUS FUND TO SUPPORT THE PANCREATIC CANCER PREVENTION PROGRAM AT UTSW UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 100000 GIFT FROM A.L. CHILTON POST-DOCTORAL RESEARCH FELLOWSHIPS IN BIOCHEMISTRY TO FUND FIVE 1-YEAR POST DOCTORAL AWARDS UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 100000 GIFT FROM MEADOWS FOUNDATION FUND TO SUPPORT TRANSVERSE MYELITIS RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 50000 GIFT FROM KING FUND TO SUPPORT ALZHEIMER'S DISEASE RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 GIFT FROM TULSA COMMUNITY FOUNDATION TO SUPPORT SIMMONS CANCER CENTER UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 195000 GIFT FROM MR. AND MRS. PHILLIP F. WIGGINS TO SUPPORT THE DONELL AND PHILLIP WIGGINS FUND FOR NEUROSURGERY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 30000 GIFT FROM GASTON EPISCOPAL HOSPITAL FOUNDATION FOR MOOD DISORDERS TO SUPPORT ACTIVITIES OF THE MOOD DISORDERS DIVISION AND CLINIC WITH THE DEPARTMENT OF PSYCHIATRY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 GIFT FROM DR. AND MRS. MARVIN J. STONE TO SUPPORT THE CAROLYN AND ERWIN R. THAL M.D. CHAIR IN TRAUMA SURGERY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 3045934 TO SUPPORT THE WILLIAM P. CLEMENTS, JR UNIVERSITY HOSPITAL CONSTRUCTION PROJECT MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 131846366 501(C)(3) 5000 COMMUNITY EVENT CHILDREN'S MEDICAL CENTER OF DALLAS 2777 STEMMONS FREEWAY SUITE 1089 DALLAS TX 75207 750800628 501(C)(3) 300000 HOBLITZELLE FOUNDATION TO BE USED FOR CAPITAL PURCHASES FOR USE BY THE CHILDREN'S MEDICAL CENTER RESEARCH INSTITUTE AT UT SOUTHWESTERN DALLAS INSTITUTE OF HUMANITIES AND CULTURE 2719 ROUTH ST DALLAS TX 75201 751721049 501(C)(3) 10000 COMMUNITY EVENT THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN 2904 FLOYD STREET SUITE A DALLAS TX 75204 461332547 501(C)(3) 5000 COMMUNITY EVENT DFW SCHWEITZER FELLOWS PROGRAM DEDMAN COLLEGE OF HUMANITIES & SCIENCES SMU PO BOX 750235 DALLAS TX 75275 170800689 170(B)(1)(A)(V) 5000 GIFT FROM CHARLES SPRAGUE MEMORIAL FUND FOR ALBERT SCHWEITZER FELLOWSHIP DFW CHAPTER 8 3 SCHOLARSHIPS 197 261700 0 PART I, LINE 2: THE ORGANIZATION THOROUGHLY REVIEWS AND APPROVES THE USE OF GRANT FUNDS MADE TO THE UT SOUTHWESTERN MEDICAL CENTER AND OTHER CHARITABLE ORGANIZATIONS. SCHEDULE I, PART III: THE FOUNDATION MAKES SCHOLARSHIPS AND STUDENT LOANS AVAILABLE TO MEDICAL STUDENTS BASED UPON THE RECOMMENDATIONS OF THE SCHOLARSHIP AWARDS COMMITTEE OF THE UT SOUTHWESTERN MEDICAL SCHOOL. THE COMMITTEE IS COMPOSED OF THE ASSOCIATE DEANS FOR STUDENT AFFAIRS, THE VICE PRESIDENT FOR STUDENT & ALUMNI AFFAIRS, THE DIRECTOR OF ADMISSIONS, THE REGISTRAR & THE DIRECTOR OF FINANCIAL AID. SCHOLARSHIP AWARDS MAY BE BASED EITHER UPON FINANCIAL NEED OR UPON PRIOR OUTSTANDING ACADEMIC PERFORMANCE. ALL APPLICANTS ARE SCREENED WITH THE MANDATES OF THE STATE OF TEXAS. FELLOWSHIPS ARE MADE UPON THE RECOMMENDATION OF THE PRESIDENT OF THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AND THE APPROPRIATE MEDICAL CHAIRMAN. 1 X X X 0 0 0 0 0 0 0 0 0 KATHLEEN M GIBSON PRESIDENT AND CEO 457600 0 0 0 0 0 26500 0 14279 0 498379 0 0 0 KAY SCHLANKEY VP - DIRECTOR OF ACCOUNTING 166092 0 0 0 0 0 16609 0 15770 0 198471 0 0 0 X 18 417494 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BROKER SERVICE TO PROCESS AND SELL THEIR NON-CASH CONTRIBUTIONS OF PUBLIC SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY OF REVIEWING THE TAX RETURN TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE SECRETARY AND ASSISTANT SECRETARY ANNUALLY REVIEW THE CODE OF CONDUCT AND CONFLICT OF INTEREST STATEMENTS FOR ANY CHANGES AND/OR NEW DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES COMPENSATION UPON THE REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 IF THE ORGANIZATION RECEIVES A DOCUMENT REQUEST, THEY EVALUATE THE REQUESTS AND PROVIDE THE ORGANIZATIONAL AND GOVERNING DOCUMENTS ON A CASE BY CASE BASIS. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS. FORM 990, PAGE 1, LINE 8: THE AMOUNT ON PAGE 1, LINE 8 INCLUDES AN ADJUSTMENT FOR THE INCREASE IN VALUE OF SPLIT INTEREST CONTRIBUTIONS OF $2,040,845. FORM 990, PART X, LINES 28-29, COLUMN A THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS RECLASSIFIED $4,743,000 OF PERMANENTLY RESTRICTED NET ASSETS TO TEMPORARILY RESTRICTED NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2015. ALTHOUGH THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2015 WERE NOT RESTATED, FORM 990, PART X FOR THE 2016 TAX YEAR REFLECTS THE UPDATED AMOUNTS IN THE BEGINNING OF THE YEAR COLUMN. SWMF PROPERTIES INC 3889 MAPLE AVE SUITE 100 DALLAS TX 75219 752838956 PROVIDE FUNDS TO SUPPORT THE CHARITABLE ACTIVITIES OF SW MEDICAL FOUNDATION TX 501(C)(3) 11A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SWMF PROPERTIES INC C 1200000 FAIR VALUE