2015-04-14T13:00:58-05:00 2014-08-31 750786316 WEAVER AND TIDWELL LLP 2821 W 7TH STREET SUITE 700 FORT WORTH TX 76107 990 2013-09-01 752429817 MONCRIEF CANCER FOUNDATION C/O UT SOUTHWESTERN MEDICAL CENTER MONC 2146483572 5323 HARRY HINES BLVD DALLAS TX 75390 ARNIM E DONTES TREASURER 2146483572 2015-04-13 1 HEIDI J DOLAN P00934271 8173327905 2013 2016-02-25 16:41:14Z ARNIM E DONTES 5323 HARRY HINES BLVD DALLAS TX 75390 23932131 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 SECTION 501(C)(3) ORGANIZATION. 7 4 0 4 0 0 7500 7500 0 0 3959348 6962716 4766 1575 3971614 6971791 4887873 1598607 0 0 0 0 0 0 0 667486 956052 5555359 2554659 -1583745 4417132 81877944 93277923 19049390 19137738 62828554 74140185 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 SECTION 501(C)(3) ORGANIZATION. 0 0 1598607 1598607 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. 1598607 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 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X ARNIM E DONTES 2146483572 5323 HARRY HINES BLVD DALLAS TX 75390 KERN WILDENTHAL MD PHD CHAIRMAN 1.00 X X 0 192500 0 WA MONCRIEF JR PRESIDENT 1.00 X X 0 0 0 WILLIS MADDREY MD VICE CHAIRMAN 1.00 40.00 X X 0 569508 49294 DEE J KELLY ESQ VICE PRESIDENT/SECRETARY 1.00 X X 0 0 0 DONALD SELDIN MD BOARD MEMBER 1.00 40.00 X 0 225450 11418 WILLIAM E TUCKER PHD BOARD MEMBER 1.00 X 0 0 0 DANIEL K PODOLSKY MD SOLE MEMBER 1.00 40.00 X 0 1197178 37509 MICHAEL SERBER ASSISTANT SECRETARY 1.00 40.00 X 0 252574 34742 ARNIM E DONTES TREASURER 1.00 40.00 X 0 493908 37509 0 2931118 170472 0 0 1 0 Q INVESTMENTS 301 COMMERCE STREET SUITE 320 FORT WORTH TX 76102 PORTFOLIO MANAGEMENT 293224 WILKINSON O'GRADY & CO INC 499 PARK AVE 7TH FLOOR NEW YORK NY 10022 PORTFOLIO MANAGEMENT 160157 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE STREET SUITE 1600 FORT WORTH TX 76102 PORTFOLIO MANAGEMENT 138156 3 7500 7500 1842031 1842031 1321 1321 22081025 16960340 5120685 5120685 5120685 SECURITIES SETTLEMENT 523000 254 254 254 6971791 0 0 6964291 1598607 1598607 48924 48924 566 566 29500 29500 591537 591537 73499 73499 161335 161335 3598 3598 PLANNING STUDY 30000 30000 FOREIGN TAXES 16774 16774 MISCELLANEOUS EXPENSE 319 319 2554659 1598607 956052 0 430911 388682 8544074 4637434 55712680 69346407 17114578 18835306 75701 70094 81877944 93277923 49390 137738 19000000 19000000 19049390 19137738 X 62828554 74140185 62828554 74140185 81877944 93277923 4417132 6894499 0 X 0 1 X 0 0 X X 0 0 0 UT SOUTHWESTERN MEDICAL CENTER 756002868 7 1 1 1 1598607 1 1598607 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COLLECTIVE TRUST FUND 12256584 F FIXED INCOME HEDGE FUND 6578722 F 18835306 X 13257979 6894499 6894499 6363480 591537 16774 608311 6971791 1946348 0 1946348 591537 16774 608311 2554659 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. 0 UT SOUTHWESTERN MONCRIEF CANCER CENTER 400 W MAGNOLIA AVE FORT WORTH TX 76104 756002868 501(C)(3) 968092 OPERATIONAL SUPPORT TCU HARRIS COLLEGE OF NURSING AND HEALTH SERVICES 2800 WEST BOWIE STREET STE 214A FORT WORTH TX 76109 750827465 501(C)(3) 200000 ONCOLOGY FACULTY SUPPORT UT SOUTHWESTERN MONCRIEF CANCER CENTER 400 W MAGNOLIA AVE FORT WORTH TX 76104 752655008 501(C)(3) 430515 CONSTRUCTION FINISH OUT COSTS FOR MONCRIEF CANCER CENTER NEW BUILDING. 2 0 0 0 0 0 0 0 0 0 KERN WILDENTHAL MD PHD CHAIRMAN 0 192500 0 0 0 0 0 0 0 0 0 192500 0 0 WILLIS MADDREY MD VICE CHAIRMAN 0 438588 0 130200 0 720 0 37886 0 11408 0 618802 0 0 DONALD SELDIN MD BOARD MEMBER 0 197500 0 27950 0 0 0 0 0 11418 0 236868 0 0 DANIEL K PODOLSKY MD SOLE MEMBER 0 937939 0 259239 0 0 0 21675 0 15834 0 1234687 0 0 MICHAEL SERBER ASSISTANT SECRETARY 0 211894 0 40500 0 180 0 18908 0 15834 0 287316 0 0 ARNIM E DONTES TREASURER 0 384063 0 109125 0 720 0 21675 0 15834 0 531417 0 0 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. 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 0 0 1 0 0 0 0 UT SOUTHWESTERN MONCRIEF CANCER CENTER B 1398607 UT SOUTHWESTERN MEDICAL CENTER O 3101590