2014-04-14T09:33:45-05:00 2013-08-31 750786316 WEAVER AND TIDWELL LLP 2821 W 7TH STREET SUITE 700 FORT WORTH TX 76107 990 2012-09-01 752429817 MONCRIEF CANCER FOUNDATION C/O UT SOUTHWESTERN MEDICAL CENTER MONC 2146483572 5323 HARRY HINES BLVD DALLAS TX 75390 ARNIM DONTES 2146483572 2014-04-09 1 DANIEL M STEWART P00415184 8173327905 2012 2015-11-30 17:44:51Z ARNIM DONTES 5323 HARRY HINES BLVD DALLAS TX 75390 31080989 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 3 0 3 0 0 7500 7500 0 0 1250247 3959348 4475 4766 1262222 3971614 15015929 4887873 0 0 0 0 0 0 0 618182 667486 15634111 5555359 -14371889 -1583745 76802298 81877944 17139826 19049390 59662472 62828554 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 4887873 4887873 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. 4887873 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 1 BD 0 0 0 0 0 0 0 0 X 7 3 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X ARNIM DONTES 2146483572 5323 HARRY HINES BLVD DALLAS TX 75390 KERN WILDENTHAL MD PHD 1.00 X X 0 747857 42322 WA MONCRIEF JR 1.00 X X 0 0 0 WILLIS MADDREY MD 1.00 X X 0 565223 46161 DEE J KELLY ESQ 1.00 X X 0 0 0 DONALD SELDIN MD 1.00 X 0 245900 0 WILLIAM E TUCKER PHD 1.00 X 0 0 0 DANIEL K PODOLSKY MD 1.00 X 0 1466996 131699 MICHAEL SERBER 1.00 X 0 228978 53718 ARNIM DONTES 1.00 X 0 473118 29977 JOHN A ROAN 0.00 X 0 202074 13399 0 3930146 317276 0 1 1 0 WILKINSON O'GRADY & CO INC 499 PARK AVE 7TH FLOOR NEW YORK NY 10022 PORTFOLIO MANAGEMENT 241838 Q INVESTMENTS 301 COMMERCE STREET SUITE 320 FORT WORTH TX 76102 PORTFOLIO MANAGEMENT 145233 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE STREET SUITE 1600 FORT WORTH TX 76102 PORTFOLIO MANAGEMENT 112519 3 7500 7500 1178981 1178981 1495 1495 29889742 27109375 2780367 2780367 2780367 SECURITIES SETTLEMENT 523000 3271 3271 3271 3971614 0 0 3964114 4887873 4887873 47461 47461 28750 28750 340783 340783 166627 166627 3407 3407 BANK CUSTODIAL FEES 80090 80090 MISCELLANEOUS EXPENSE 368 368 5555359 4887873 667486 0 212042 430911 1273538 8544074 8332 0 54568085 55712680 20661422 17114578 78879 75701 76802298 81877944 139826 49390 17000000 19000000 17139826 19049390 X 59662472 62828554 59662472 62828554 76802298 81877944 -1583745 4749827 0 X 0 1 X 0 0 X X 0 0 0 UT SOUTHWESTERN MEDICAL CENTER 756002868 7 1 1 1 4687873 1 4687873 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COLLECTIVE TRUST FUND 11200883 F FIXED INCOME HEDGE FUND 5913695 F 17114578 X 8380658 4749827 4749827 3630831 340783 340783 3971614 5214576 0 5214576 340783 340783 5555359 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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, 2013, THE FOUNDATION'S TAX YEARS 2010 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST INCOME 340,783. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST INCOME 340,783. 0 UT SOUTHWESTERN MONCRIEF CANCER CENTER 400 W MAGNOLIA AVE FORT WORTH TX 76104 756002868 501(C)(3) 2687873 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) 2000000 CONSTRUCTION COSTS FOR MONCRIEF CANCER CENTER'S NEW BUILDINGRESEARCH 2 0 0 0 0 0 0 0 0 0 0 KERN WILDENTHAL MD PHD 0 436323 0 0 0 311534 0 37390 0 4932 0 790179 0 0 WILLIS MADDREY MD 0 434303 0 130200 0 720 0 37611 0 8550 0 611384 0 0 DONALD SELDIN MD 0 190000 0 55900 0 0 0 0 0 0 0 245900 0 0 DANIEL K PODOLSKY MD 0 921283 0 259239 0 286474 0 121250 0 10449 0 1598695 0 0 MICHAEL SERBER 0 203978 0 25000 0 0 0 43269 0 10449 0 282696 0 0 ARNIM DONTES 0 366356 0 81042 0 25720 0 21250 0 8727 0 503095 0 0 JOHN A ROAN 0 122207 0 0 0 79867 0 10581 0 2818 0 215473 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 DONTES, TREASURER AND THEN SUBMITTED TO DR. WILLIS MADDREY, VICE CHAIRMAN FOR REVIEW. THE FORM 990 IS THEN SIGNED BY ARNIM 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 SYSTEM 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 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 4687873 UT SOUTHWESTERN MEDICAL CENTER O 4247422