SOUTHWESTERN MEDICAL FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN MEDICAL FOUNDATION (EIN 75-0945939)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349310624
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T16:36:34-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE SUITE 400 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750945939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWESTERN MEDICAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2143516143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3963 MAPLE AVENUE NO 100 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN M GIBSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143516143 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN M GIBSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3963 MAPLE AVENUE NO 100 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $630,509,738 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWMEDICAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 122 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 121 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$106,118 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,730,050 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,443,649 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,893,458 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,753,716 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,244,707 | PYOtherRevenueAmt |
| CY Other Revenue | $487,620 | CYOtherRevenueAmt |
| PY Total Revenue | $55,868,215 | PYTotalRevenueAmt |
| CY Total Revenue | $62,684,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,299,935 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,929,737 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,377,435 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,578,480 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $825,016 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,652,593 | PYOtherExpensesAmt |
| CY Other Expenses | $3,647,773 | CYOtherExpensesAmt |
| PY Total Expenses | $28,329,963 | PYTotalExpensesAmt |
| CY Total Expenses | $32,155,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,538,252 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,528,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $843,717,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $939,069,926 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,233,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,837,091 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $825,484,338 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $931,232,835 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,491,818 | ExpenseAmt |
| Grant | $26,929,737 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $27,491,818 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 122 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 121 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | KATHLEEN M GIBSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143516143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3963 MAPLE AVENUE NO 100 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (127 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| W PLACK CARR JR | |||||||
| EXECUTIVE VICE PRESIDENT (JAN-AUG) | 40.00 | Yes (X) | Yes (X) | $252,254 | $0 | $20,000 | |
| KATHLEEN M GIBSON | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $409,269 | $0 | $33,500 | |
| ROBERT B ROWLING | |||||||
| VICE CHAIRMAN | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM T SOLOMON | |||||||
| CHAIRMAN OF THE BOARD | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J THOMAS WALTER | |||||||
| VICE CHAIRMAN | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN L ADAMS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SARA MELNICK ALBERT | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RAFAEL M ANCHIA | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE JONES ANDERSON | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RALPH W BABB JR | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ALICE WORSHAM BASS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DORIS L BASS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HENRY C PETER BECK III | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JILL C BEE | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GIL J BESING | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W BEST | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JAN HART BLACK | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CECILIA G BOONE | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL H BRANCH | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DIANE M BRIERLEY | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W BROWN MD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN BUTT | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A CHAPMAN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| NITA P CLARK | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RITA C CLEMENTS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MARY MCDERMOTT COOK | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID R CORRIGAN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HARLAN R CROW | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H DEDMAN JR | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DEPINTO | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY ELLER | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MATRICE ELLIS-KIRK | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA STREET ESTESS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A ESTRADA | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROY GENE EVANS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ANDERSEN C FISHER | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| TERRY J FLOWERS PHD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KAY CARTER FORTSON | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ALAN D FRIEDMAN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JUDY GIBBS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH M JODY GRANT | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SATISH GUPTA | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROLF R HABERECHT PHD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RONALD W HADDOCK | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| NANCY S HALBREICH | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C HALEY | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LAQUITA C HALL | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| PAUL W HARRIS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LINDA WHART | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOE V JODY HAWN JR | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY M HELLER | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JULIE K HERSH | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS O HICKS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SALLY S HOGLUND | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B HOLL | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| T CURTIS HOLMES JR | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JAMES R HUFFINES | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HUNTER L HUNT | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KAY BAILEY HUTCHISON | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| REX V JOBE | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ERIC JOHNSON | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH K JOHNSON | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L KAMINSKI | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W KORBA | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HARLAN KORENVAES | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| PETER A KRAUS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| WRIGHT L LASSITER JR EDD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE H LEBOWITZ | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| WENDY A LOPEZ | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SARAH LOSINGER | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GLORIA EULICH MARTINDALE | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM S MCINTYRE IV | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DANETTE C MCNEW DDS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D MCSTAY | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE MEDRANO | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD M MEYERS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B MILLER | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KAY Y MORAN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER T MOSLE | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MIKE A MYERS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E NEARBURG | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| TERESA HAGGERTY PARRAVANO | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CARLOS G PENA | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GUILLERMO PERALES | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| T BOONE PICKENS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL K PODOLSKY MD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD R POLLOCK | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN PEROT RATHJEN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S RAWLINGS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KELLY E ROACH | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LINDA ROBUCK | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT D ROGERS | |||||||
| TRUSTEE (1/1/13 - 6/11/13) | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE M ROSE | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW K ROSE | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E BILLY ROSENTHAL | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LIZZIE HORCHOW ROUTMAN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN H SANDS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FIELD SCOVELL | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE E SEAY | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE A SHAFER | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| FLORENCE SHAPIRO | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA S SHERRY MD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KAREN L SHUFORD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| TED C SKOKOS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| EMMITT J SMITH | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W SNYDER MD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM S SPEARS PHD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE B TAYLOR | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD K TEMPLETON | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE R THOMAS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JERE W THOMPSON JR | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MCHENRY T TICHENOR JR | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C TOLLESON | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| W KELVIN WALKER | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CAROL R WEST | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JIMMY WESTCOTT | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE W WHARTON MD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LAURA L WHEAT | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KERN WILDENTHAL MD PHD | |||||||
| TRUSTEE/SR. COMSULTANT | 40.00 | Yes (X) | $125,000 | $0 | $12,500 | ||
| MARTHA S WILLIAMS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| FRITZI G WOODS | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KNEELAND C YOUNGBLOOD MD | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN GROSHEIDER | |||||||
| VICE PRESIDENT - DIRECTOR OF FINANCE [SEPT-DEC] | 40.00 | Yes (X) | $55,736 | $0 | $0 | ||
| DONALD SELDIN MD | |||||||
| VP OF MEDICAL CENTER RELATIONS | 1.00 | Yes (X) | $75,600 | $0 | $0 | ||
| KAY PRITCHARD | |||||||
| SECRETARY | 40.00 | Yes (X) | $118,255 | $0 | $11,170 | ||
| KATY SINOR | |||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $91,498 | $0 | $7,590 | ||
| KAY SCHLANKEY | |||||||
| DIRECTOR OF ACCOUNTING | 40.00 | $151,051 | $0 | $13,650 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,278,663 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $98,410 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LUTHER KING CAPITAL MANAGEMENT | |||||
| 301 COMMERCE ST 1600 | FORT WORTH | TX | 76102 | INVESTMENT MANAGEMENT | $759,944 |
| HUNTON & WILLIAMS LLP | |||||
| PO BOX 840686 | DALLAS | TX | 75228 | LEGAL SERVICES | $340,615 |
| AKIN GUMP STRAUSS HAUER & FELD LLP | |||||
| 1700 PACIFIC AVE SUITE 4100 | DALLAS | TX | 75201 | LEGAL SERVICES | $201,000 |
| FUND EVALUATION GROUP | |||||
| P O BOX 71-5060 | COLUMBUS | OH | 43271 | INVESTMENT MANAGEMENT | $188,541 |
| CMGRP INC WEBER SHANDWICK WORLDWIDE | |||||
| P O BOX 7247-6593 | PHILADELPHIA | PA | 19170 | PUBLIC RELATIONS | $159,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,443,649 | AllOtherContributionsAmt |
| Noncash Contributions | $6,126,369 | NoncashContributionsAmt |
| Total Contributions | $20,443,649 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,493,738 | TotalRevenueColumnAmt |
| Exclusion | $13,493,738 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $487,620 | TotalRevenueColumnAmt |
| Exclusion | $487,620 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $596,084,731 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $567,824,753 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,259,978 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,259,978 | TotalRevenueColumnAmt |
| Exclusion | $28,259,978 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,684,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,241,336 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,683,737 | TotalAmt |
| Program Services | $26,683,737 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,000 | TotalAmt |
| Program Services | $246,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,932 | TotalAmt |
| Program Services | $399,658 | ProgramServicesAmt |
| Management And General | $526,280 | ManagementAndGeneralAmt |
| Fundraising | $405,994 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,633 | TotalAmt |
| Program Services | $21,357 | ProgramServicesAmt |
| Management And General | $62,832 | ManagementAndGeneralAmt |
| Fundraising | $20,444 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,289 | TotalAmt |
| Program Services | $6,294 | ProgramServicesAmt |
| Management And General | $36,177 | ManagementAndGeneralAmt |
| Fundraising | $22,818 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,626 | TotalAmt |
| Program Services | $19,563 | ProgramServicesAmt |
| Management And General | $34,602 | ManagementAndGeneralAmt |
| Fundraising | $22,461 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,639 | TotalAmt |
| Management And General | $484,137 | ManagementAndGeneralAmt |
| Fundraising | $502 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,997 | TotalAmt |
| Management And General | $62,997 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,521,139 | TotalAmt |
| Management And General | $1,521,139 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,076 | TotalAmt |
| Program Services | $4,859 | ProgramServicesAmt |
| Fundraising | $49,217 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,235 | TotalAmt |
| Program Services | $2,469 | ProgramServicesAmt |
| Management And General | $19,305 | ManagementAndGeneralAmt |
| Fundraising | $2,461 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,557 | TotalAmt |
| Program Services | $11,905 | ProgramServicesAmt |
| Management And General | $60,504 | ManagementAndGeneralAmt |
| Fundraising | $15,148 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,060 | TotalAmt |
| Management And General | $192,060 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,910 | TotalAmt |
| Management And General | $6,491 | ManagementAndGeneralAmt |
| Fundraising | $1,419 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082 | TotalAmt |
| Management And General | $850 | ManagementAndGeneralAmt |
| Fundraising | $1,232 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762 | TotalAmt |
| Management And General | $762 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,295 | TotalAmt |
| Management And General | $35,295 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,151 | TotalAmt |
| Management And General | $70,151 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTING FEES | $309,142 | $40,000 | $239,142 | $30,000 |
| PUBLIC RELATIONS | $295,096 | $48,627 | $168,954 | $77,515 |
| FOUNDATION DEVELOPMENT | $236,928 | $881 | $97,234 | $138,813 |
| GENERAL & ADMINISTRATIV | $177,901 | $177,901 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,803 | TotalAmt |
| Program Services | $6,468 | ProgramServicesAmt |
| Management And General | $42,343 | ManagementAndGeneralAmt |
| Fundraising | $36,992 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,155,990 | TotalAmt |
| Program Services | $27,491,818 | ProgramServicesAmt |
| Management And General | $3,839,156 | ManagementAndGeneralAmt |
| Fundraising | $825,016 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,945,165 | BOYAmt |
| EOY | $6,562,331 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,462,308 | BOYAmt |
| EOY | $29,700,347 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,866,185 | BOYAmt |
| EOY | $21,780,692 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,478 | BOYAmt |
| EOY | $15,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $434,152 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $248,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,328 | BOYAmt |
| EOY | $185,603 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,319,374 | BOYAmt |
| EOY | $578,167,826 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,424,648 | BOYAmt |
| EOY | $268,698,651 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,956,503 | BOYAmt |
| EOY | $33,959,375 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,717,989 | BOYAmt |
| EOY | $939,069,926 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,443,651 | BOYAmt |
| EOY | $6,889,091 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,000 | BOYAmt |
| EOY | $948,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,233,651 | BOYAmt |
| EOY | $7,837,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,900,122 | BOYAmt |
| EOY | $56,748,769 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,667,409 | BOYAmt |
| EOY | $492,239,139 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,916,807 | BOYAmt |
| EOY | $382,244,927 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,484,338 | BOYAmt |
| EOY | $931,232,835 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,717,989 | BOYAmt |
| EOY | $939,069,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $30,528,995 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,219,502 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,156,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,172,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,813,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,730,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,443,649 | CurrentTaxYearAmt |
| Total | $232,315,530 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,156,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,172,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,813,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,730,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,443,649 | CurrentTaxYearAmt |
| Total | $232,315,530 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $110,979,084 | SubstantialContributorsTotAmt |
| Public Support Total170 | $121,336,446 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,448,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,071,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,046,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,534,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,981,358 | CurrentTaxYearAmt |
| Total | $63,081,614 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $295,397,144 | TotalSupportAmt |
| Public Support CY170 | 0.41080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | 0 | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $526,118,583 | BeginningYearBalanceAmt |
| Contributions | $5,185,210 | ContributionsAmt |
| Investment Earnings Or Losses | $99,488,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,230,778 | GrantsOrScholarshipsAmt |
| End Year Balance | $615,561,026 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $486,348,406 | BeginningYearBalanceAmt |
| Contributions | $10,365,664 | ContributionsAmt |
| Investment Earnings Or Losses | $43,843,005 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,438,492 | GrantsOrScholarshipsAmt |
| End Year Balance | $526,118,583 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $502,442,636 | BeginningYearBalanceAmt |
| Contributions | $11,091,094 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,965,679 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,219,645 | GrantsOrScholarshipsAmt |
| End Year Balance | $486,348,406 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $439,952,000 | BeginningYearBalanceAmt |
| Contributions | $20,333,521 | ContributionsAmt |
| Investment Earnings Or Losses | $59,674,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,516,892 | GrantsOrScholarshipsAmt |
| End Year Balance | $502,442,636 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $351,482,043 | BeginningYearBalanceAmt |
| Contributions | $24,668,889 | ContributionsAmt |
| Investment Earnings Or Losses | $79,666,876 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,865,808 | GrantsOrScholarshipsAmt |
| End Year Balance | $439,952,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $49,014 | InvestmentCostOrOtherBasisAmt |
| Book Value | $49,014 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,424 | DepreciationAmt |
| Book Value | $12,656 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $367,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $243,125 | DepreciationAmt |
| Book Value | $123,933 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $185,603 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $268,698,651 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $268,698,651 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $136,383,347 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $75,219,502 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $75,219,502 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,163,845 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,521,139 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,521,139 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,684,984 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,634,850 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,634,850 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,521,139 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,521,139 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,155,989 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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, 2013, 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 2010. |
| SCHEDULE D, FORM 990, PART V: LINE 4 | DONORS MAKE PERMANENT ENDOWMENTS TO SUPPORT THE ONGOING CHARITABLE SERVICES AND MISSION OF THE ORGANIZATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PHOENIX HOUSE OF TEXAS | |||||||
| 2351 W NORTHWEST HWY | DALLAS | TX | 75220 | 133810073 | 501(C)(3) | $20,060 | T. BOONE PICKENS SCHOLARSHIP ENDOWMENT FUND: RESIDENTIAL DRUG REHABILITATION TREATMENT FOR SIX TO EIGHT TEENAGERS AT THE PHOENIX HOUSES OF TEXAS HILL A. FEINBERG ACADEMY |
| COLLIN COUNTY HEALTH CARE FOUNDATION | |||||||
| 825 N MCDONALD ST | MCKINNEY | TX | 75069 | 756000873 | 501(C)(3) | $74,164 | 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 |
| CHILDREN'S MEDICAL CENTER | |||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | 750800628 | 501(C)(3) | $10,000 | COMMUNITY EVENT |
| CHILDREN'S MEDICAL CENTER | |||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | 750800628 | 501(C)(3) | $150,000 | KARL AND ESTHER HOBLITZELLE FUND: TO BE USED IN DEVELOPING PEDIATRIC CANCER AND BLOOD DISORDER TREATMENT AREAS |
| AMERICAN ACADEMY OF RESTORATIVE DENTISTRY | |||||||
| P O BOX 1764 | BROKEN ARROW | OK | 74013 | 410843827 | 501(C)(3) | $10,000 | 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) | $10,000 | COMMUNITY EVENT |
| BAY PINES FOUNDATION INC | |||||||
| P O BOX 416 | BAY PINES | FL | 33744 | 593018477 | 501(C)(3) | $10,000 | SPINE EDUCATION AND RESEARCH FUND: SPINE AND PELVIC EDUCATION AND RESEARCH |
| DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVENUE STE 390 | DALLAS | TX | 75219 | 752890371 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| DALLAS COMMITTEE ON FOREIGN RELATIONS | |||||||
| PO BOX 847 | MCKINNEY | TX | 75070 | 752177452 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| MARCH OF DIMES FOUNDATION | |||||||
| 12660 COIT RD STE 200 | DALLAS | TX | 75251 | 131846366 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 1318 SOUTH 2ND AVENUE | DALLAS | TX | 75210 | 756067569 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| TAMEST (THE ACADEMY OF MEDICINE ENGINEERING & SCIENCE OF TEXAS) | |||||||
| 1616 GUADALUPE STREET STE 3304 | AUSTIN | TX | 78701 | 201014851 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| THE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | 751085555 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $15,000 | LIVER DISEASE RESEARCH, UNDER THE DIRECTION OF DR. WILLIAM M. LEE |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | THE ATKINS FOUNDATION |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | DIABETES RESEARCH, UNDER THE DIRECTION OF DR. PHILIP RASKIN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | DIABETES RESEARCH, UNDER THE DIRECTION OF DR. OLGA T. GUPTA |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $7,115,464 | 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) | $400,000 | LUPE MURCHISON FOUNDATION FUND FOR ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $18,265 | MR. AND MRS. JOHN FORD LACY FUND: FOR THE EXPENSES OF THE 2013 PRESIDENT'S RESEARCH COUNCIL DINNER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | J.C. PENNEY CORPORATION FUNDS TO SUPPORT RESEARCH ACTIVITIES UNDER THE DIRECTION OF DR. BRUCE A. BEUTLER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $6,569,592 | 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) | $813,000 | QUARTERLY PAYMENTS ON $1,626,000 ANNUAL GRANT |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $70,306 | MEDICAL RESEARCH OF DR. BRUCE BEUTLER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000,000 | HAROLD AND ANNETTE SIMMONS FUND: FOR THE HAROLD AND ANNETTE SIMMONS COMPREHENSIVE CENTER FOR RESEARCH AND TREATMENT IN BRAIN AND NEUROLOGICAL DISORDERS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | MMK FOUNDATION FUND: NEPHROLOGICAL DISEASES RESEARCH UNDER THE DIRECTION OF DR. JYOTHSNA GATTINENI |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $748,354 | MR. AND MRS. JOEL T. WILLIAMS, JR. FUND: FOR THE BRAIN HEALTH ADVANCES FUND OF COMMUNITIES FOUNDATION OF TEXAS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $4,226,470 | MR. AND MRS. HAROLD C. SIMMONS FUND FOR THE HAROLD AND ANNETTE SIMMONS COMPREHENSIVE CENTER FOR RESEARCH AND TREATMENT IN BRAIN AND NEUROLOGICAL DISORDERS: TO HELP WITH FURTHER DEVELOPMENT RESEARCH IN THE AREAS OF STROKE, MEMORY DISORDERS, AUTISM, AND MULTIPLE SCLEROSIS, AS WELL AS RELATED DISORDERS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | LAWRENCE B. DALE FAMILY FOUNDATION FUND: FOR A PROGRAM ENTITLED, "THE EYE AS A 'WINDOW' INTO CENTRAL NERVOUS SYSTEM MECHANISMS OF NEUROPROTECTION AND RESTORATION FOR MULTIPLE SCLEROSIS," UNDER THE DIRECTION OF DRS. ELLIOT FROHMAN, LAURA BALSER, PETER CALABRESI AND ARI GREEN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | BANK OF AMERICA GLOBAL ADVISORY COUNCIL FUND ESTABLISHED ON BEHALF OF THE HONORABLE KAY BAILEY HUTCHISON: FOR SUPPORT OF THE STARS PROGRAM UNDER THE DIRECTION OF DR. JOEL M. GOODMAN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $150,000 | A. L. CHILTON FOUNDATION FUND: TO SUPPORT THE A. L. CHILTON POST-DOCTORAL RESEARCH FELLOWSHIP IN BIOCHEMISTRY |
| UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 1966 INWOOD | DALLAS | TX | 75235 | 751305566 | 170(C)(3) | $10,000 | MARNIE AND KERN WILDENTHAL FAMILY FUND: TICKETS FOR STUDENTS ATTENDING UT DALLAS PERFORMANCES OF THE DALLAS OPERA AND THE DALLAS SYMPHONY |
| FAMILY GATEWAY INC | |||||||
| 3000 SAN JACINTO STREET | DALLAS | TX | 75204 | 752105579 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| PREVENT BLINDNESS TEXAS | |||||||
| 3610 FAIRMOUNT STREET | DALLAS | TX | 75219 | 746075105 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HO-DIN AWARD | 1 | $7,500 |
| SCHOLARSHIPS TO INDIVIDUALS | 177 | $238,500 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W PLACK CARR JR | ||||||||||||||
| EXECUTIVE VICE PRESIDENT (JAN-AUG) | $249,907 | $0 | $0 | $0 | $2,347 | $0 | $20,000 | $0 | $0 | $0 | $272,254 | $0 | $0 | $0 |
| KATHLEEN M GIBSON | ||||||||||||||
| PRESIDENT & CEO | $405,000 | $0 | $0 | $0 | $4,269 | $0 | $33,500 | $0 | $0 | $0 | $442,769 | $0 | $0 | $0 |
| KAY SCHLANKEY | ||||||||||||||
| DIRECTOR OF ACCOUNTING | $136,500 | $0 | $0 | $0 | $14,551 | $0 | $13,650 | $0 | $0 | $0 | $164,701 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REIMBURSES W. PLACK CARR, JR. AN AGREED UPON PORTION OF THE COST OF HIS PERSONAL COUNTRY CLUB MEMBERSHIP FOR THE FOUNDATION'S USE OF THE COUNTRY CLUB FACILITIES. THE TOTAL REIMBURSEMENT IN 2013 WAS $2,598 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,126,369 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED PROPETY | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A BROKER SERVICE TO PROCESS AND SELL THEIR NON-CASH CONTRIBUTIONS OF PUBLIC SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED FOR CHANGES IN CITIZENSHIP REQUIREMENTS, REDUCTIONS IN TERMS OF HONORARY TRUSTEES FROM THREE YEARS TO ANNUAL TERMS, AND CLARIFICATIONS REGARDING AUTHORITIES OF FOUNDATION OFFICERS. |
| 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 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 $2,478,484. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWMF PROPERTIES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3963 MAPLE AVENUE NO 100 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752838956 | EIN |
| Primary Activities | PROVIDE FUNDS TO SUPPORT THE CHARITABLE ACTIVITIES OF SW MEDICAL FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |