SOUTHWESTERN MEDICAL FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN MEDICAL FOUNDATION (EIN 75-0945939)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349310395
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-15T17:39:08-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752393478 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750945939 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWESTERN MEDICAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2143516143 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN M GIBSON | Name |
| Title | PRESIDENT | Title |
| Phone | 2143516143 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURTIS MAXFIELD | Name |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN M GIBSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 340295414 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SWMEDICAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1939 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 122 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 120 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -7325 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 63813176 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21730050 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20398928 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32893458 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1766950 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1244707 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 85979054 | TotalRevenuePriorYear |
| Total Revenue Current Year | 55868215 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25332095 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 23299935 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1028509 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1377435 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 980505 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3759972 | OtherExpensePriorYear |
| Other Expenses Current Year | 3652593 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30120576 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28329963 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 55858478 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 27538252 | RevenuesLessExpensesCY |
| Total Assets BOY | 778076953 | TotalAssetsBOY |
| Total Assets EOY | 843717989 | TotalAssetsEOY |
| Total Liabilities BOY | 7217306 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18233651 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 770859647 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 825484338 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 23817567 | Expense |
| Grants | 23299935 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 23817567 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 122 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 120 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN M GIBSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2143516143 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (129 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WILLIAM T SOLOMON | |||||||
| CHAIRMAN OF THE BOARD/TRUS | 10.00 | X | X | 0 | 0 | 0 | |
| J THOMAS WALTER | |||||||
| VICE CHAIRMAN/TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | |
| EDWARD M ACKERMAN | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| SARA MELNICK ALBERT | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| RAFAEL M ANCHIA | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CHARLOTTE JONES ANDERSON | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MARILYN H AUGUR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| RALPH W BABB JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DORIS L BASS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| HENRY C PETER BECK III | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JILL C BEE | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| GIL J BESING | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JAN HART BLACK | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CECILIA G BOONE | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DANIEL H BRANCH | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DANIEL H BRANCH | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DIANE M BRIERLEY | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JEAN ANN BROCK | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT W BROWN MD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| STEPHEN BUTT | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JEFFREY A CHAPMAN | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| RITA C CLEMENTS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MARY MCDERMOTT COOK | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DAVID R CORRIGAN | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| BERRY R COX | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| HARLAN R CROW | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT H DEDMAN JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| TIMOTHY ELLER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MATRICE ELLIS-KIRK | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| SANDRA STREET ESTESS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT A ESTRADA | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROY GENE EVANS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ANDERSEN C FISHER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| I D NASH FLORES III | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| TERRY J FLOWERS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| KAY CARTER FORTSON | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ALAN D FRIEDMAN | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JUDY GIBBS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JOSEPH M JODY GRANT | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROLF R HABERECHT PHD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| RONALD W HADDOCK | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| NANCY S HALBREICH | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| LAQUITA C HALL | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| PAUL W HARRIS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| LINDA WHART | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JOE V JODY HAWN JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| FREDERICK B HEGI JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JEFFREY M HELLER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JULIE K HERSH | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| THOMAS O HICKS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| SALLY S HOGLUND | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DAVID B HOLL | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| T CURTIS HOLMES JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| SHELTON G HOPKINS MD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JAMES R HUFFINES | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| HUNTER L HUNT | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| REX V JOBE | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JUDITH K JOHNSON | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT L KAMINSKI | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT W KORBA | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| PETER A KRAUS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| WRIGHT L LASSITER JR EDD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| LAURENCE H LEBOWITZ | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| WENDY A LOPEZ | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| SARAH LOSINGER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| GLORIA EULICH MARTINDALE | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| WILLIAM S MCLNTYRE IV | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JOHN D MCSTAY | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| PAULINE MEDRANO | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DAVID B MILLER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| KAY Y MORAN | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MIKE A MYERS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CHARLES E NEARBURG | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| TERESA HAGGERTY PARRAVANO | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CARLOS G PENA | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| T BOONE PICKENS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| DANIEL K PODOLSKY MD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| J BLAKE POGUE | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| RICHARD R POLLOCK | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CAREN H PROTHRO | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CAROLYN PEROT RATHJEN | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MIKE RAWLINGS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JEAN W ROACH | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| LINDA ROBUCK | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT D ROGERS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CATHERINE M ROSE | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| WILLIAM E BILLY ROSENTHAL | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| LIZZIE HORCHOW ROUTMAN | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT B ROWLING | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| STEPHEN H SANDS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JOHN FIELD SCOVELL | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| GEORGE E SEAY | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| GEORGE A SHAFER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| KAREN L SHUFORD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| TED C SKOKOS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| RICHARD W SNYDER II MD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| WILLIAM S SPEARS PHD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| PAUL T STOFFEL | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| RICHARD K TEMPLETON | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MICHELLE R THOMAS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JERE W THOMPSON JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MCHENRY T TICHENOR JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JOHN C TOLLESON | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JACK C VAUGHN JR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CAROLYN W WALKER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| W KELVIN WALKER | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CAROL R WEST | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JIMMY WESTCOTT | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| GEORGE W WHARTON MD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| LAURA L WHEAT | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| MARTHA S WILLIAMS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| FRITZI G WOODS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| KNEELAND C YOUNGBLOOD MD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT W BEST | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| ERIC JOHNSON | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JENNIFER T MOSLE | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| GUILLERMO PERALES | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| JACQUELINE PLEMONS DDS | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| KELLY E ROACH | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CYNTHIA SHERRY MD | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| EMMITT SMITH | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| CATHERINE TAYLOR | |||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | ||
| KERN WILDENTHAL MD PHD | |||||||
| SENIOR CONSULTANT | 22.00 | X | 169591 | 0 | 16959 | ||
| W PLACK CARR JR | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | X | 302347 | 0 | 25000 | ||
| DONALD SELDIN MD | |||||||
| VP OF MEDICAL CENTER RELAT | 22.00 | X | 75600 | 0 | 0 | ||
| KAY PRITCHARD | |||||||
| SECRETARY | 40.00 | X | 105700 | 0 | 10570 | ||
| KATY SINOR | |||||||
| ASSISTANT SECRETARY | 40.00 | X | 73400 | 0 | 7340 | ||
| KATHLEEN M GIBSON | |||||||
| PRESIDENT AND CEO | 40.00 | X | 275000 | 0 | 0 | ||
| KAY SCHLANKEY | |||||||
| ACCOUNTANT | 40.00 | 129500 | 0 | 12950 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1131138 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 72819 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LUTHER KING CAPITAL MANAGEMENT | |||||
| 301 COMMERCE ST 1600 | FORT WORTH | TX | 76102 | INVESTMENT MANAGEMENT | 750455 |
| HUNTON & WILLIAMS LLP | |||||
| PO BOX 840686 | DALLAS | TX | 75284 | LEGAL SERVICES | 321755 |
| UTSWMC | |||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | EXECUTIVE MANAGEMENT | 251490 |
| FUND EVALUATION GROUP | |||||
| PO BOX 71-5060 | COLUMBUS | OH | 432715060 | INVESTMENT MANAGEMENT | 235134 |
| WASATCH ADVISORS INC | |||||
| PO BOX 11545 | SALT LAKE CITY | UT | 84147 | INVESTMENT MANAGEMENT | 209786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 21730050 | AllOtherContributions |
| Noncash Contributions | 1624968 | NoncashContributions |
| Total Contributions | 21730050 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10289417 | TotalRevenueColumn |
| Exclusion | $10,289,417 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1244707 | TotalRevenueColumn |
| Exclusion | $1,244,707 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 307031240 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 284427199 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22604041 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22604041 | TotalRevenueColumn |
| Exclusion | $22,604,041 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55868215 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,138,165 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23055435 | Total |
| Program Services | 23055435 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244500 | Total |
| Program Services | 244500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1181241 | Total |
| Program Services | 345018 | ProgramServices |
| Management And General | 450235 | ManagementAndGeneral |
| Fundraising | 385988 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75944 | Total |
| Program Services | 22972 | ProgramServices |
| Management And General | 30101 | ManagementAndGeneral |
| Fundraising | 22871 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56107 | Total |
| Program Services | 3515 | ProgramServices |
| Management And General | 36924 | ManagementAndGeneral |
| Fundraising | 15668 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64143 | Total |
| Program Services | 19148 | ProgramServices |
| Management And General | 27226 | ManagementAndGeneral |
| Fundraising | 17769 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362083 | Total |
| Management And General | 343302 | ManagementAndGeneral |
| Fundraising | 18781 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106973 | Total |
| Management And General | 106973 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1669674 | Total |
| Management And General | 1669674 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251490 | Total |
| Program Services | 27794 | ProgramServices |
| Management And General | 45957 | ManagementAndGeneral |
| Fundraising | 177739 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26320 | Total |
| Program Services | 2531 | ProgramServices |
| Management And General | 19230 | ManagementAndGeneral |
| Fundraising | 4559 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59277 | Total |
| Program Services | 8793 | ProgramServices |
| Management And General | 28366 | ManagementAndGeneral |
| Fundraising | 22118 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213035 | Total |
| Program Services | 3482 | ProgramServices |
| Management And General | 206085 | ManagementAndGeneral |
| Fundraising | 3468 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2012 | Total |
| Program Services | 44 | ProgramServices |
| Management And General | 1382 | ManagementAndGeneral |
| Fundraising | 586 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6805 | Total |
| Program Services | 2500 | ProgramServices |
| Management And General | 390 | ManagementAndGeneral |
| Fundraising | 3915 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306 | Total |
| Management And General | 306 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35347 | Total |
| Management And General | 35347 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67243 | Total |
| Management And General | 67243 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLIC RELATIONS | 285866 | 44080 | 174785 | 67001 |
| FOUNDATION DEVELOPMENT | 190537 | 3899 | 16354 | 170284 |
| CONSULTING FEES | 164667 | 26667 | 108000 | 30000 |
| GENERAL & ADMINISTRATIV | 115339 | 115339 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95619 | Total |
| Program Services | 7189 | ProgramServices |
| Management And General | 48672 | ManagementAndGeneral |
| Fundraising | 39758 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28329963 | Total |
| Program Services | 23817567 | ProgramServices |
| Management And General | 3531891 | ManagementAndGeneral |
| Fundraising | 980505 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2437329 | BOY |
| EOY | 2945165 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149035919 | BOY |
| EOY | 207462308 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52099610 | BOY |
| EOY | 25866185 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13057 | BOY |
| EOY | 14478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 942583 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 213255 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 759145 | BOY |
| EOY | 729328 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367694401 | BOY |
| EOY | 364319374 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179468378 | BOY |
| EOY | 210424648 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26569114 | BOY |
| EOY | 31956503 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778076953 | BOY |
| EOY | 843717989 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6427306 | BOY |
| EOY | 17443651 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790000 | BOY |
| EOY | 790000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7217306 | BOY |
| EOY | 18233651 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48143348 | BOY |
| EOY | 51900122 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375054341 | BOY |
| EOY | 421667409 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347661958 | BOY |
| EOY | 351916807 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770859647 | BOY |
| EOY | 825484338 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778076953 | BOY |
| EOY | 843717989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 27538252 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 27086439 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27280439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95156025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31172630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63813176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21730050 | CurrentTaxYear |
| Total | 239152320 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27280439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95156025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31172630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63813176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21730050 | CurrentTaxYear |
| Total | 239152320 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 113285822 | AmountsSubstContributorsTotal |
| Public Support Total170 | 125866498 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19962476 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12448118 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13071529 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12046485 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11534124 | CurrentTaxYear |
| Total | 69062732 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 308215052 | TotalSupport |
| Public Support Pertcentage170 | 0.40840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.36660 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Media Advertisements | $0 | MediaAdvertisementsAmount |
| Mailings Members | 0 | MailingsMembers |
| Mailings Members | $0 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmount |
| Other Activities | 0 | OtherActivities |
| Other Activities | $0 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 483788980 | BeginningOfYearBalance |
| Contributions | 10365664 | Contributions |
| Investment Earnings Or Losses | 35991784 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 14438492 | GrantsOrScholarships |
| End Of Year Balance | 515707936 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 502442636 | BeginningOfYearBalance |
| Contributions | 11091094 | Contributions |
| Investment Earnings Or Losses | -12525105 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17219645 | GrantsOrScholarships |
| End Of Year Balance | 483788980 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 439952000 | BeginningOfYearBalance |
| Contributions | 20333521 | Contributions |
| Investment Earnings Or Losses | 59674007 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17516892 | GrantsOrScholarships |
| End Of Year Balance | 502442636 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 351482043 | BeginningOfYearBalance |
| Contributions | 24668889 | Contributions |
| Investment Earnings Or Losses | 79666876 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15865808 | GrantsOrScholarships |
| End Of Year Balance | 439952000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 480853897 | BeginningOfYearBalance |
| Contributions | 25074407 | Contributions |
| Investment Earnings Or Losses | -122261271 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 32184990 | GrantsOrScholarships |
| End Of Year Balance | 351482043 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.11000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.22000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.67000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 559844 | InvestmentCostOrOtherBasis |
| Book Value | 559844 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18080 | OtherCostOrOtherBasis |
| Depreciation | 3616 | Depreciation |
| Book Value | 14464 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 364659 | OtherCostOrOtherBasis |
| Depreciation | 209639 | Depreciation |
| Book Value | 155020 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 729328 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP INVESTMENTS | Description |
| Book Value | 210424648 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 210424648 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 81284979 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 27086439 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 27086439 | RevenueNotRptdF990 |
| Revenue Subtotal | 54198540 | RevenueSubtotal |
| Investment Expenses Not Included | 1669675 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1669675 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 55868215 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26660288 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26660288 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1669675 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1669675 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 28329963 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2012, 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 2009. |
| 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) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (45 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| PHOENIX HOUSE OF TEXAS | |||||||
| 2351 W NORTHWEST HWY | DALLAS | TX | 75220 | 133810073 | 501(C)(3) | 38230 | HILL A. FEINBERG ACADEMY |
| COLLIN COUNTY HEALTH CARE FOUNDATION | |||||||
| 825 N MCDONALD ST | MCKINNEY | TX | 75069 | 756000873 | 501(C)(3) | 35919 | HENRY L. AND LAURA H. SHOAP FUND |
| CHILDREN'S MEDICAL CENTER | |||||||
| 2777 STEMMONS FREEWAY SUITE 1089 | DALLAS | TX | 75207 | 750800628 | 501(C)(3) | 150000 | KARL AND ESTHER HOBLITZELLE FUND - FOR THE CONSTRUCTION AND RENOVATION PROJECT FOR THE CHILDREN'S CENTER FOR CANCER AND BLOOD DISORDERS |
| CANCER PREVENTION & RESEARCH INSTITUTE OF TEXAS FOUNDATION | |||||||
| PO BOX 12631 | AUSTIN | TX | 78711 | 264551120 | 501(C)(3) | 17500 | COMMUNITY EVENT |
| THE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | 751085555 | 501(C)(3) | 6000 | COMMUNITY EVENT HONORING DONOR |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 10000 | WILHELMINA AND EDWARD ACKERMAN ENDOWMENT FUND - TO SUPPORT ALZHEIMER'S RESEARCH UNDER THE DIRECTION OF DR. DOUGLAS MENEDEZ |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 20000 | TO SUPPORT THE ACTIVITIES UNDER THE DIRECTION OF DR. TONY WHITWORTH IN THE DEPARTMENT OF NEUROLOGICAL SURGERY |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 4382059 | TO BUILD-OUT THE 6TH FLOOR OF THE BILL AND RITA CLEMENTS ADVANCED MEDICAL IMAGING BUILDING FOR THE DEPARTMENT OF RADIOLOGY |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 10000 | MR. AND MRS. TOM B. MEDDERS, III FUND TO SUPPORT BRAIN TUMOR RESEARCH UNDER THE DIRECTION OF DR. ELIZABETH MAHER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 25000 | MR. AND MRS. THOMAS F. OTOOLE FUND TO SUPPORT ALZHEIMERS DNA VACCINE RESEARCH UNDER THE DIRECTION OF DR. ROGER ROSENBERG |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 35000 | TRANSFER OF A GIFT FROM MR. AND MRS. PETER J. DENKER TO SUPPORT ALZHEIMERS DISEASE RESEARCH UNDER THE DIRECTION OF DR. MATTHEW S. GOLDBERG |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 5764 | KATHRYN AND ASHLEY H. PRIDDY YOUNG SCIENTIST AWARD RECIPIENTS ARE MS. LISA MICHAELS AND RACHEL HODGE |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 5468129 | 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) | 400000 | THE MURCHISON FOUNDATION FUND FOR ALZHEIMERS DISEASE RESEARCH UNDER THE DIRECTION OF DR. JOACHIM J. HERZ |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 20000 | MRS. E. L. DONOVITZ FUND TO SUPPORT WORK OF DR. MARK GOLDBERG IN THE DEPARTMENT OF NEUROLOGY AND NEUROTHERAPEUTICS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 59815 | SEMI-ANNUAL DISTRIBUTION FROM THE HAROLD SIMMONS FUND AS A MATCH FOR THE JON HEIGHTEN ENDOWED SCHOLARS FUND |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 20000 | TO SUPPORT THE FRANK BURRIS/DEBORAH BURRIS VAUGHAN INTERNSHIP |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 20000 | SARA DORSEY HUDSON FUND FOR COLLEGE SUMMER INTERNS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 30000 | TO SUPPORT DOWNS SYNDROME RESEARCH UNDER THE DIRECTION OF DR. CRAIG M. POWELL |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 5000 | MR. AND MRS. LUTE RILEY GIFT TO SUPPORT RESEARCH UNDER THE DIRECTION OF DR. BRUCE A. BEUTLER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 20000 | TO SUPPORT THE WORK OF DR. ERIC N. OLSON |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 10000 | GIFT FROM MMK FOUNDATION TO SUPPORT NEPHROLOGY RESEARCH UNDER THE DIRECTION OF DR. JYOTHSNA GATTINENI |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 83505 | GIFT FROM THE ONCE UPON A TIME FOUNDATION TO SUPPORT THE WORK OF DR. JUAN M. PASCUAL |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 368545 | DR. ROBERT C. AND VERONICA ATKINS FOUNDATION FUND TO SUPPORT THE DR. ROBERT C. VERONICA ATKINS CHAIR IN OBESITY AND DIABETES RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 18667 | MR. AND MRS. JOHN FORD LACY FUND FOR PRC DINNER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 25000 | GIFT FROM LAWRENCE B. DALE FAMILY FOUNDATION TO SUPPORT MULTIPLE SCLEROSIS RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 6347108 | 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) | 9334 | TO SUPPORT THE 2012-2013 WOMEN IN SCIENCE AND MEDICINE ACTIVITIES |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 2810000 | 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) | 6048 | LEUKEMIA RESEARCH, UNDER THE DIRECTION OF DR. ROBERT H. COLLINS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 1580000 | ANNUAL GRANT |
| SWEETHEART BALL INC | |||||||
| 6601 TURTLE CREEEK BOULEVARD | DALLAS | TX | 75205 | 751795399 | 501(C)(3) | 5000 | COMMUNITY EVENT |
| LEUKEMIA TEXAS | |||||||
| 6060 NORTH CENTRAL EXPY SUITE 416 | DALLAS | TX | 75206 | 751327679 | 501(C)(3) | 5000 | COMMUNITY EVENT |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | 10000 | COMMUNITY EVENT |
| UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 1966 INWOOD ROAD | DALLAS | TX | 75235 | 751305566 | 170(C)(3) | 5000 | JOSEPHINE SIMONSON APHASIA TRUST FUND TO SUPPORT THE WORK OF DR. HANNA ULATOWSKA |
| PREVENT BLINDNESS TEXAS | |||||||
| 3610 FAIRMOUNT STREET | DALLAS | TX | 75219 | 746075105 | 501(C)(3) | 5000 | COMMUNITY EVENT |
| TEXAS WOMAN'S UNIVERSITY - THE STROKE CENTER-DALLAS | |||||||
| 1810 INWOOD ROAD | DALLAS | TX | 75235 | 756002612 | 501(C)(3) | 10000 | JOSEPHINE SIMONSON APHASIA TRUST FUND SCHOLARSHIPS TO INDIVIDUALS WITH APHASIA AT THE STROKE CENTER-DALLAS |
| THE DALLAS ARBORETUM AND BOTANICAL SOCIETY INC | |||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | 237375815 | 501(C)(3) | 5000 | COMMUNITY EVENT |
| THE COMMUNITY FOUNDATION OF MAHONING VALLEY | |||||||
| 201 EAST COMMERCE ST SUITE 150 | YOUNGSTOWN | OH | 44503 | 341904353 | 501(C)(3) | 5000 | TO SUPPORT THE DIABETES PARTNERSHIP OF THE MAHONING VALLEY |
| AMERICAN ACADEMY OF RESTORATIVE DENTISTRY | |||||||
| P O BOX 1764 | BROKEN ARROW | OK | 74013 | 410843827 | 501(C)(3) | 10000 | AMERICAN ACADEMY OF RESTORATIVE DENTISTRY TRUST FUND FOR EDUCATIONAL EFFORTS |
| CHILDREN'S MEDICAL CENTER | |||||||
| 2777 STEMMONS FREEWAY SUITE 1089 | DALLAS | TX | 75207 | 750800628 | 501(C)(3) | 100000 | TRANSFER OF FUNDS RECEIVED FROM THE ESTATE OF MARION LEE HALFORD WHICH WAS DIRECTED FOR SUPPORT OF CHILDRENS MEDICAL CENTER |
| RONALD MCDONALD HOUSE OF DALLAS | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | 751609401 | 501(C)(3) | 5000 | COMMUNITY EVENT |
| SWMF PROPERTIES | |||||||
| 3963 MAPLE AVENUE STE 100 | DALLAS | TX | 75219 | 752838956 | 501(C)(3) | 750000 | TRANSFER OF FUNDS RECEIVED FROM THE ESTATE OF ROSE VAN WERT FOR SUPPORT OF WORKING INTEREST ASSETS RECEIVED FROM THE ESTATE |
| TEXPROTECTS THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN | |||||||
| 3963 MAPLE AVENUE STE 300 | DALLAS | TX | 75219 | 752890371 | 501(C)(3) | 5000 | COMMUNITY EVENT |
| COLLIN COUNTY HEALTH CARE FOUNDATION | |||||||
| 825 N MCDONALD ST | MCKINNEY | TX | 75069 | 756000873 | 501(C)(3) | 35919 | SEMI-ANNUAL DISTRIBUTION TO SUPPORT THE PROGRAMS CARRIED ON IN THE COLLIN COUNTY HEALTH DEPARTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIP - HO DIN AWARD RECIPIENT | 1 | 7500 |
| SCHOLARSHIPS TO INDIVIDUALS | 197 | 237000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, 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 | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERN WILDENTHAL MD PHD | ||||||||||||||
| SENIOR CONSULTANT | 169591 | 0 | 0 | 0 | 0 | 0 | 16959 | 0 | 0 | 0 | 186550 | 0 | 0 | 0 |
| W PLACK CARR JR | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 292450 | 0 | 0 | 0 | 9897 | 0 | 25000 | 0 | 0 | 0 | 327347 | 0 | 0 | 0 |
| KATHLEEN M GIBSON | ||||||||||||||
| PRESIDENT AND CEO | 275000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 275000 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| 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 2012 WAS $3,897 | Explanation |
Schedule M IRS990ScheduleM
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1624968 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED PROPERTY | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION USES A BROKER SERVICE TO PROCESS AND SELL THEIR NON-CASH CONTRIBUTIONS OF PUBLIC SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 VII, SECTION B, LINE 1: | THE SOUTHWESTERN MEDICAL FOUNDATION PAID $251,490 TO REIMBURSE UTSW MEDICAL CENTER FOR THE SERVICES OF DR. KERN WILDENTHAL AND SUPPORT STAFF. |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS. |
| THE AMOUNT ON PAGE 1, LINE 8 INCLUDES AN ADJUSTMENT FOR THE INCREASE IN VALUE OF SPLIT INTEREST CONTRIBUTIONS OF $379,311. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWMF PROPERTIES INC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWMF PROPERTIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 750000 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |