MONCRIEF CANCER FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MONCRIEF CANCER FOUNDATION (EIN 75-2429817)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-14
- IRS object ID
- 201541049349300029
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T13:00:58-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 W 7TH STREET SUITE 700 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752429817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONCRIEF CANCER FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O UT SOUTHWESTERN MEDICAL CENTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONC | BusinessNameControlTxt |
| Phone | 2146483572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75390 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNIM E DONTES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2146483572 | PhoneNum |
| Signature | 2015-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI J DOLAN | PreparerPersonNm |
| PTIN | P00934271 | PTIN |
| Phone | 8173327905 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARNIM E DONTES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75390 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,932,131 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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 SECTION 501(C)(3) ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,959,348 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,962,716 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,766 | PYOtherRevenueAmt |
| CY Other Revenue | $1,575 | CYOtherRevenueAmt |
| PY Total Revenue | $3,971,614 | PYTotalRevenueAmt |
| CY Total Revenue | $6,971,791 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,887,873 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,598,607 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $667,486 | PYOtherExpensesAmt |
| CY Other Expenses | $956,052 | CYOtherExpensesAmt |
| PY Total Expenses | $5,555,359 | PYTotalExpensesAmt |
| CY Total Expenses | $2,554,659 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,583,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,417,132 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,877,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,277,923 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,049,390 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,137,738 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,828,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,140,185 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 SECTION 501(C)(3) ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,598,607 | ExpenseAmt |
| Grant | $1,598,607 | GrantAmt |
| Desc | CONTRIBUTIONS TO THE UT SOUTHWESTERN MONCRIEF CANCER CENTER AT FORT WORTH TO FUND OPERATIONAL EXPENSES: 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. | Desc |
| Total Program Service Expenses | $1,598,607 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNIM E DONTES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2146483572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5323 HARRY HINES BLVD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75390 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| KERN WILDENTHAL MD PHD | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $192,500 | $0 | |
| WA MONCRIEF JR | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIS MADDREY MD | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $569,508 | $49,294 | 40.00 |
| DEE J KELLY ESQ | |||||||
| VICE PRESIDENT/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DONALD SELDIN MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $225,450 | $11,418 | 40.00 | |
| WILLIAM E TUCKER PHD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL K PODOLSKY MD | |||||||
| SOLE MEMBER | 1.00 | Yes (X) | $0 | $1,197,178 | $37,509 | 40.00 | |
| MICHAEL SERBER | |||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | $0 | $252,574 | $34,742 | 40.00 | |
| ARNIM E DONTES | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $493,908 | $37,509 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,931,118 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $170,472 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Q INVESTMENTS | |||||
| 301 COMMERCE STREET SUITE 320 | FORT WORTH | TX | 76102 | PORTFOLIO MANAGEMENT | $293,224 |
| WILKINSON O'GRADY & CO INC | |||||
| 499 PARK AVE 7TH FLOOR | NEW YORK | NY | 10022 | PORTFOLIO MANAGEMENT | $160,157 |
| LUTHER KING CAPITAL MANAGEMENT | |||||
| 301 COMMERCE STREET SUITE 1600 | FORT WORTH | TX | 76102 | PORTFOLIO MANAGEMENT | $138,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,500 | AllOtherContributionsAmt |
| Total Contributions | $7,500 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,842,031 | TotalRevenueColumnAmt |
| Exclusion | $1,842,031 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,321 | TotalRevenueColumnAmt |
| Exclusion | $1,321 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,081,025 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,960,340 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,120,685 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,120,685 | TotalRevenueColumnAmt |
| Exclusion | $5,120,685 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES SETTLEMENT | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $254 | TotalRevenueColumnAmt |
| Exclusion | $254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $254 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,971,791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,964,291 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,598,607 | TotalAmt |
| Program Services | $1,598,607 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,924 | TotalAmt |
| Management And General | $48,924 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566 | TotalAmt |
| Management And General | $566 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,500 | TotalAmt |
| Management And General | $29,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,537 | TotalAmt |
| Management And General | $591,537 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,499 | TotalAmt |
| Management And General | $73,499 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,335 | TotalAmt |
| Management And General | $161,335 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,598 | TotalAmt |
| Management And General | $3,598 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| PLANNING STUDY | $30,000 | $30,000 |
| FOREIGN TAXES | $16,774 | $16,774 |
| MISCELLANEOUS EXPENSE | $319 | $319 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,554,659 | TotalAmt |
| Program Services | $1,598,607 | ProgramServicesAmt |
| Management And General | $956,052 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,911 | BOYAmt |
| EOY | $388,682 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,544,074 | BOYAmt |
| EOY | $4,637,434 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,712,680 | BOYAmt |
| EOY | $69,346,407 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,114,578 | BOYAmt |
| EOY | $18,835,306 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,701 | BOYAmt |
| EOY | $70,094 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,877,944 | BOYAmt |
| EOY | $93,277,923 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,390 | BOYAmt |
| EOY | $137,738 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,000,000 | BOYAmt |
| EOY | $19,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,049,390 | BOYAmt |
| EOY | $19,137,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,828,554 | BOYAmt |
| EOY | $74,140,185 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,828,554 | BOYAmt |
| EOY | $74,140,185 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,877,944 | BOYAmt |
| EOY | $93,277,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,417,132 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,894,499 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT SOUTHWESTERN MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756002868 | EIN |
| Organization Type | 7 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $1,598,607 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,598,607 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COLLECTIVE TRUST FUND | $12,256,584 | F |
| FIXED INCOME HEDGE FUND | $6,578,722 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,835,306 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,257,979 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,894,499 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,894,499 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,363,480 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $591,537 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $16,774 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $608,311 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,971,791 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,946,348 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,946,348 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $591,537 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $16,774 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $608,311 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,554,659 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT A PRIVATE FOUNDATION. THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. NO FEDERAL INCOME TAXES WERE INCURRED FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2014 AND 2013. THE FOUNDATION RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE FOUNDATION'S UNRELATED BUSINESS INCOME AND ITS TAX EXEMPT STATUS AS A NONPROFIT ORGANIZATION FOR FEDERAL TAX PURPOSES HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE FOUNDATION WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF AUGUST 31, 2014, THE FOUNDATION'S TAX YEARS 2011 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN TAXES NETTED AGAINST INCOME 16,774. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN TAXES NETTED AGAINST INCOME 16,774. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UT SOUTHWESTERN MONCRIEF CANCER CENTER | |||||||
| 400 W MAGNOLIA AVE | FORT WORTH | TX | 76104 | 756002868 | 501(C)(3) | $968,092 | OPERATIONAL SUPPORT |
| TCU HARRIS COLLEGE OF NURSING AND HEALTH SERVICES | |||||||
| 2800 WEST BOWIE STREET STE 214A | FORT WORTH | TX | 76109 | 750827465 | 501(C)(3) | $200,000 | ONCOLOGY FACULTY SUPPORT |
| UT SOUTHWESTERN MONCRIEF CANCER CENTER | |||||||
| 400 W MAGNOLIA AVE | FORT WORTH | TX | 76104 | 752655008 | 501(C)(3) | $430,515 | CONSTRUCTION FINISH OUT COSTS FOR MONCRIEF CANCER CENTER NEW BUILDING. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERN WILDENTHAL MD PHD | ||||||||||||||
| CHAIRMAN | $0 | $192,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $192,500 | $0 | $0 |
| WILLIS MADDREY MD | ||||||||||||||
| VICE CHAIRMAN | $0 | $438,588 | $0 | $130,200 | $0 | $720 | $0 | $37,886 | $0 | $11,408 | $0 | $618,802 | $0 | $0 |
| DONALD SELDIN MD | ||||||||||||||
| BOARD MEMBER | $0 | $197,500 | $0 | $27,950 | $0 | $0 | $0 | $0 | $0 | $11,418 | $0 | $236,868 | $0 | $0 |
| DANIEL K PODOLSKY MD | ||||||||||||||
| SOLE MEMBER | $0 | $937,939 | $0 | $259,239 | $0 | $0 | $0 | $21,675 | $0 | $15,834 | $0 | $1,234,687 | $0 | $0 |
| MICHAEL SERBER | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $211,894 | $0 | $40,500 | $0 | $180 | $0 | $18,908 | $0 | $15,834 | $0 | $287,316 | $0 | $0 |
| ARNIM E DONTES | ||||||||||||||
| TREASURER | $0 | $384,063 | $0 | $109,125 | $0 | $720 | $0 | $21,675 | $0 | $15,834 | $0 | $531,417 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | ORGANIZATION PROVIDES AUDITED FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION UPON WHICH DRAFT 990 IS PREPARED. THE 990 IS REVIEWED BY MICHAEL SERBER, ASSISTANT SECRETARY 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 TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY WHICH ARE THEN REVIEWED BY THE BOARD. ANYONE WITH A CONFLICT IS RECUSED 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 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, FORM 1023, AND FORM 990 ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| UT SOUTHWESTERN MONCRIEF CANCER CENTER | |
| B | $1,398,607 |
| UT SOUTHWESTERN MEDICAL CENTER | |
| O | $3,101,590 |