2015-11-16T16:09:10-06:00 2014-12-31 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE SUITE 400 DALLAS TX 75225 990 2014-01-01 750945939 SOUTHWESTERN MEDICAL FOUNDATION SOUT 2143516143 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 KATHLEEN M GIBSON PRESIDENT 2143516143 2015-11-16 1 CURTIS MAXFIELD P00445178 2143939300 2014 2016-03-07 17:11:31Z X KATHLEEN M GIBSON 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 741922822 0 X WWW.SWMEDICAL.ORG X 1939 TX THE MISSION OF SOUTHWESTERN MEDICAL FOUNDATION IS TO ADVANCE MEDICAL RESEARCH, EDUCATION, AND PATIENT CARE, ESPECIALLY THROUGH THE SUPPORT OF THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AND PROGRAMS AT ITS AFFILIATED INSTITUTIONS. 123 122 14 0 0 -367313 20443649 9850035 0 0 41753716 32341392 487620 838740 62684985 43030167 26929737 167889829 0 0 1578480 1641157 0 0 600729 3647773 3161574 32155990 172692560 30528995 -129662393 939069926 818622003 7837091 14414049 931232835 804207954 X THE MISSION OF SOUTHWESTERN MEDICAL FOUNDATION IS TO ADVANCE MEDICAL RESEARCH, EDUCATION, AND PATIENT CARE, ESPECIALLY THROUGH THE SUPPORT OF THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AND PROGRAMS AT ITS AFFILIATED INSTITUTIONS. 0 0 168467812 167889829 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.THE PRIMARY MISSION OF THE FOUNDATION IS TO SUPPORT AND PROMOTE THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AT DALLAS AS A LEADING BIOMEDICAL INSTITUTION IN EDUCATION, RESEARCH AND PATIENT CARE, INCLUDING THE PROGRAMS AT ITS PRINCIPAL AFFILIATED INSTITUTIONS. THE FOUNDATION ALSO PROVIDES SOME 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. THE FOUNDATION EARNS NO INCOME FROM THESE LECTURES. 168467812 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 14 1 1 1 0 0 0 0 0 0 0 0 0 0 X 123 122 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X KATHLEEN M GIBSON 2143516143 3889 MAPLE AVE SUITE 100 DALLAS TX 75219 KATHLEEN M GIBSON PRESIDENT & CEO 40.00 X X 411997 0 37583 J THOMAS WALTER JR VICE CHAIRMAN 0.30 X X 0 0 0 ROBERT B ROWLING CHAIRMAN OF THE BOARD 0.30 X X 0 0 0 JOHN L ADAMS TRUSTEE 0.30 X 0 0 0 RAFAEL M ANCHIA TRUSTEE 0.30 X 0 0 0 CHARLOTTE JONES ANDERSON TRUSTEE 0.30 X 0 0 0 RALPH W BABB JR TRUSTEE 0.30 X 0 0 0 ALICE WORSHAM BASS TRUSTEE 0.30 X 0 0 0 DORIS L BASS TRUSTEE 0.30 X 0 0 0 PETER BECK TRUSTEE 0.30 X 0 0 0 JILL C BEE TRUSTEE 0.30 X 0 0 0 GIL J BESING TRUSTEE 0.30 X 0 0 0 ROBERT W BEST TRUSTEE 0.30 X 0 0 0 JAN HART BLACK TRUSTEE 0.30 X 0 0 0 CECILIA G BOONE TRUSTEE 0.30 X 0 0 0 DANIEL H BRANCH TRUSTEE 0.30 X 0 0 0 DIANE M BRIERLEY TRUSTEE 0.30 X 0 0 0 ROBERT W BROWN 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TRUSTEE 0.30 X 0 0 0 BRIAN GROSHEIDER VP, DIRECTOR OF FINANCE 40.00 X 137700 0 21751 DONALD SELDIN MD VP OF MEDICAL CENTER RELAT 1.00 X 75600 0 0 KATY SINOR SECRETARY 40.00 X 82047 0 23860 KAY SCHLANKEY DIRECTOR OF ACCOUNTING 40.00 X 145373 0 29106 852717 0 112300 4 0 1 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST 1600 FORT WORTH TX 76102 INVESTMENT MANAGEMENT 589494 FUND EVALUATION GROUP PO BOX 71-5060 COLUMBUS OH 43271 INVESTMENT MANAGEMENT 336926 HUNTON & WILLIAMS LLP PO BOX 840686 DALLAS TX 75228 LEGAL SERVICES 213035 AKIN GUMP STRAUSS HAUER & FELD LLP 1700 PACIFIC AVE SUITE 4100 DALLAS TX 75201 LEGAL SERVICES 143250 HOURGLASS CAPITAL LLC 4409 MONTROSE BLVD STE 100 HOUSTON TX 77006 INVESTMENT MANAGEMENT 136393 7 9850035 1455676 9850035 11703621 11703621 838740 838740 719530426 698892655 20637771 20637771 20637771 43030167 0 0 33180132 167674329 167674329 215500 215500 1173233 357835 466947 348451 58370 17803 23231 17336 341097 14146 296943 30008 68457 19929 28990 19538 284226 284226 85206 85206 1429245 1429245 26865 1994 22267 2604 115596 18146 79823 17627 216370 216370 3400 3389 11 7013 788 6225 35969 35969 137201 137201 PUBLIC RELATIONS 308463 58528 183142 66793 FOUNDATION DEVELOPMENT 236409 78405 96726 61278 CONSULTING FEES 188700 188700 PRINTING AND POSTAGE 26878 7401 9686 9791 60033 3796 35170 21067 172692560 168467812 3624019 600729 6562331 1964893 29700347 6928813 21780692 22474616 15101 155365 452667 284518 185603 168149 578167826 434815096 268698651 325463835 33959375 26651236 939069926 818622003 6889091 9022979 948000 5391070 7837091 14414049 X 56748769 56789423 492239139 368599757 382244927 378818774 931232835 804207954 939069926 818622003 X -129662393 2407944 229568 X X 0 1 X 1 0 X 31172630 63813176 21730050 20443649 9850035 147009540 31172630 63813176 21730050 20443649 9850035 147009540 36278941 110730599 13071529 12046485 11534124 13981358 12542361 63175857 210185397 0.52680 0.41080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART II-B, LINE 1: SOUTHWESTERN MEDICAL FOUNDATION MAY HAVE BEEN INVOLVED IN LOBBYING EXPENSES THAT ARE COMPARABLE IN AMOUNT TO CURRENT YEAR ACTIVITY BEGINNING IN 2002 UP TO A MAXIMUM OF $105,000 FOR EACH YEAR. 615561026 6156571 28084160 15997669 633804088 526118583 5185210 99488011 15230778 615561026 486348406 10365664 43843005 14438492 526118583 502442636 11091094 -9965679 17219645 486348406 439952000 20333521 59674007 17516892 502442636 0.13000 0.60000 0.27000 0 1 1 49014 49014 18080 7232 10848 385573 277286 108287 168149 PARTNERSHIP INVESTMENTS 325463835 F 325463835 X 44238432 2407944 229568 2637512 41600920 1429247 1429247 43030167 171263313 0 171263313 1429247 1429247 172692560 PART X, LINE 2: GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIAIBILITY 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, 2014, 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 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACCOUNTING ESTIMATE SCHEDULE D, FORM 990, PART V: LINE 4 DONORS MAKE PERMANENT ENDOWMENTS TO SUPPORT THE ONGOING CHARITABLE SERVICES AND MISSION OF THE ORGANIZATION. 1 AMERICAN ACADEMY OF RESTORATIVE DENTISTRY PO BOX 1764 BROKEN ARROW OK 74013 410843827 501(C)(3) 25000 THE AMERICAN ACADEMY OF RESTORATIVE DENTISTRY TRUST FUND: UNRESTRICTED EDUCATIONAL GRANT AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVENUE DALLAS TX 75209 135613797 501(C)(3) 10000 COMMUNITY EVENT ASHEVILLE MEDICAL RESEARCH & EDUCATION FOUNDATION 1100 TUNNEL ROAD ASHEVILLE NC 28805 561714862 501(C)(3) 15000 SPINE EDUCATION AND RESEARCH FUND FOR THE SPINE RESEARCH AND EDUCATION PROGRAM COLLIN COUNTY HEALTH CARE FOUNDATION 825 N MCDONALD ST MCKINNEY TX 75069 756000873 501(C)(3) 76338 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 DALLAS FOUNDATION 3963 MAPLE AVENUE STE 390 DALLAS TX 75219 752890371 501(C)(3) 5000 COMMUNITY EVENT MARCH OF DIMES FOUNDATION 12660 COIT RD STE 200 DALLAS TX 75251 131846366 501(C)(3) 5000 COMMUNITY EVENT RONALD MCDONALD HOUSE OF DALLAS 4707 BENGAL STREET DALLAS TX 75235 751609401 501(C)(3) 5000 COMMUNITY EVENT THE ACADEMY OF MEDICINE ENGINEERING & SCIENCE OF TEXAS 1616 GUADALUPE STREET STE 3304 AUSTIN TX 78701 201014851 501(C)(3) 5000 COMMUNITY EVENT TEXAS WOMAN'S UNIVERSITY 1810 INWOOD ROAD DALLAS TX 75235 756002618 501(C)(3) 12000 JOSEPHINE SIMONSON APHASIA TRUST FUND TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS WITH APHASIA AT THE STROKE CENTER-DALLAS THE FAMILY PLACE PO BOX 7999 DALLAS TX 75209 751590896 501(C)(3) 5000 COMMUNITY EVENT THE PHOENIX HOUSE OF TEXAS INC 2351 WEST NORTHWEST HIGHWAY DALLAS TX 75220 133810073 501(C)(3) 61608 T. BOONE PICKENS SCHOLARSHIP ENDOWMENT FUND RESIDENTIAL DRUG REHABILITATION TREATMENT FOR TEENAGERS AT THE PHOENIX HOUSES OF TEXAS HILL A. FEINBERG ACADEMY UNIVERSITY OF FLORIDA FOUNDATION PO BOX 112727 GAINESVILLE FL 32611 590974739 501(C)(3) 50000 SPINE AND EDUCATION ACCOUNT FUND TO THE UNIVERSITY OF FLORIDA FOUNDATION TO SUPPORT SPINE RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 50000 FRANK MACARI FUND TO SUPPORT THE WORK OF DR. VIVYENNE ROCHE UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7500 TRUST ON BEHALF OF MS. AMY RYSER AND THE FLUOR CORP. TO SUPPORT PANCREATIC CANCER RESEARCH UNDER THE DIRECTION OF JUHN C. MANSOUR, M.D. UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 DR. DANA MATTHEWS FUND TO ESTABLISH THE ROBERT M. PARKEY, M.D. DISTINGUISHED PROFESSORSHIP IN RADIOLOGY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 147339427 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) 1000000 KARL AND ESTHER HOBLITZELLE FOUNDATION FUND TO SUPPORT THE PURCHASE OF ADVANCED IMAGING EQUIPMENT (CRYOELECTRON MICROSCOPY) AT UTSW UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1000000 KARL AND ESTHER HOBLITZELLE FOUNDATION FUND TO SUPPORT THE PURCHASE OF MICROSCOPY EQUIPMENT (MRI FOR CLINICAL INVESTIGATION AND CLINICAL IMAGING) UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10500 KARL AND ESTHER HOBLITZELLE FOUNDATION TO SUPPORT DR. MATTHEW GOLDBERG'S WORK ON PARKINSON'S DISEASE UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 ELIZABETH & ROBERT SOLENDER TO BE USED IN PIGMENTARY AND ETHNIC SKIN DISEASES UNDER DIRECTION OF DR. PANDYA UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 23000 M.B. AND EDNA ZALE, THE ABE ZALE AND MS. BARBARA J. LIPSHEY AND MR. LAWRENCE R. BURK FOUNDATIONS FUNDS TO BE USED TO SUPPORT THE CONSTRUCTION AND OPERATION OF THE SIMPLY-TO-GO CASHIERLESS STORE AT ZALE LIPSHY UNIVERSITY HOSPITAL UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 COMMUNITY EVENT UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 13220 IDA GREEN FUND TO SUPPORT THE 2013-2014 WOMEN IN SCIENCE AND MEDICINE ACTIVITIES UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 DR. ROBERT C. AND VERONICA ATKINS FOUNDATION FUND TO BE USED TO SUPPORT RESEARCH ACTIVITIES UNDER THE DIRECTION OF DR. JAY D. HORTON UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1000000 KARL AND ESTHER HOBLITZELLE FOUNDATION FUND TO SUPPORT THE I STAND FOR THE PARKLAND CAMPAIGN UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 14280202 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) 5000 COMMUNITY FOUNDATION OF GREATER MEMPHIS ON BEHALF OF MR. & MRS. HAL D. CRENSHAW TO SUPPORT RESEARCH UNDER STEVEN VERNINO, M.D., PH.D IN NEUROLOGY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 50000 MMK FOUNDATION ON BEHALF OF MR. & MRS. MARK A. KING TO SUPPORT RESEARCH UNDER THE DIRECTION OF JYOTHSNA GATTINENI, M.D. FOR NEPHROLOGY RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 DR. AND MRS. KERN WILDENTHAL FUND TO SUPPORT THE RECONSTRUCTION OF THE NEWLY NAMED DR. DONALD SELDIN PLAZA UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 15000 UTSW AND 114TH PARNERSHIP FOR FIRST INSTALLMENT ON SPARK 101 VIDEO: FOOTBALL PLAYERS AND BRAIN INJURY UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1781000 QUARTERLY PAYMENTS ON $1,781,000 ANNUAL GRANT UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 MR. AND MRS. IRWIN J. GROSSMAN TO BE USED TO SUPPORT ACTIVITIES UNDER THE DIRECTION OF DR. WILLIAM L. HOLLAND OF THE TOUCHTONE DIABETES CENTER UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 493000 RAINWATER CHARITABLE FOUNDATION FUND TO SUPPORT RESEARCH UNDER THE DIRECTION OF MARC I. DIAMOND, M.D. UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 75000 DAVID LEE FRANKFURT FAMILY FUND FOR BRAIN CANCER RESEARCH TO BE USED TO SUPPORT THE ACTIVITIES OF ROBERT BACHOO, M.D., PH.D. UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 35000 MR. AND MRS. PAUL J. WATSON FUND TO BE USED TO SUPPORT DOWN'S SYNDROME RESEARCH UNDER THE DIRECTION OF MATTHEW J. BYERLY, M.D. UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 100000 DR. ROBERT C. AND VERONICA ATKINS FOUNDATION FUND TO BE USED TO SUPPORT THE DR. ROBERT C. AND VERONICA ATKINS CHAIR IN OBESITY AND DIABETES RESEARCH HELD BY JAY D. HORTON, M.D. 12 1 SCHOLARSHIPS 171 215500 PART I, LINE 2: THE ORGANIZATION THOROUGHLY REVIEWS AND APPROVES THE USE OF GRANT FUNDS MADE TO THE 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 & CEO 411997 0 0 0 0 0 26000 0 11583 0 449580 0 0 0 BRIAN GROSHEIDER VP, DIRECTOR OF FINANCE 137700 0 0 0 0 0 13770 0 7981 0 159451 0 0 0 KAY SCHLANKEY DIRECTOR OF ACCOUNTING 145373 0 0 0 0 0 14537 0 14569 0 174479 0 0 0 X 22 1455676 COST OF DONATED PROPETY 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 11 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 9: CHANGE IN ACCOUNTING ESTIMATE 229,568. 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 DECREASE IN VALUE OF SPLIT INTEREST CONTRIBUTIONS OF $6,355,259. 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 1 0 0 SWMF PROPERTIES INC C 2170000 FAIR VALUE