2012-08-09T13:15:32-05:00 2011-09-30 BDO USA LLP 40 NE LOOP 410 SUITE 200 SAN ANTONIO TX 782165876 990 2010-10-01 742771480 CANCER THERAPY AND RESEARCH CENTER FOUNDATION CANC 2108297722 7373 BROADWAY SUITE 500 SAN ANTONIO TX 78209 GARY WOODS 2108297722 2012-08-08 JOY REINER 2103428000 2010 2016-02-24 21:20:13Z GARY WOODS 755 E MULBERRY STE 600 SAN ANTONIO TX 78209 27370934 0 X N/A X 1995 TX PROVIDE FOR THE MANAGEMENT AND DEVELOPMENT OF ENDOWMENTS TO BENEFIT THE CANCER THERAPY AND RESEARCH CENTER AND ITS AFFILIATES, AND TO SUPPORT THE CTRC PROGRAM AT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER OF SAN ANTONIO. 11 11 0 0 0 0 555995 515825 0 0 1609438 2814174 485 2865 2165918 3332864 6000000 2600000 0 0 0 0 0 0 0 258048 287634 6258048 2887634 -4092130 445230 36928116 34392074 12861 12730 36915255 34379344 PROVIDE FOR THE MANAGEMENT AND DEVELOPMENT OF ENDOWMENTS TO BENEFIT THE CANCER THERAPY AND RESEARCH CENTER AND ITS AFFILIATES, AND TO SUPPORT THE CTRC PROGRAM AT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER OF SAN ANTONIO. 0 0 2600000 2600000 THE FOUNDATION PROVIDES CONTRIBUTIONS TO THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO IN SUPPORT OF THE UNIVERSITY'S CANCER THERAPY AND RESEARCH CENTER PROGRAM TO PROVIDE PREEMINENT CANCER RESEARCH, PREVENTION, EDUCATION AND PATIENT CARE. 2600000 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X THE ORGANIZATION 2108297722 7373 BROADWAY SUITE 500 SAN ANTONIO TX 78209 X LOUISE BELDON 1.00 X 0 0 0 JAMES CALLAWAY 1.00 X 0 0 0 TOM RANSDELL 1.00 X 0 0 0 W LAWRENCE WALKER JR 1.00 X 0 0 0 MARK E WATSON JR 1.00 X 0 0 0 GARY V WOODS 1.00 X X 0 0 0 BARBARA DREEBEN 1.00 X 0 0 0 JUDY PALANS 1.00 X 0 0 0 MURRAY JOHNSTON 1.00 X 0 0 0 JOHN KAUTH 1.00 X 0 0 0 JAMES W GORMAN 1.00 X 0 0 0 0 0 0 0 0 0 0 MORGAN STANLEY SMITH BARNEY LLC PO BOX 608 NEW YORK NY 10013 INVESTMENT FEES 204136 1 515825 515825 722906 722906 26129338 24038070 2091268 2091268 2091268 LITIGATION SETTLEMENT 900099 2865 2865 2865 3332864 0 0 2817039 2600000 2600000 17925 17925 226952 226952 5632 5632 ADMINISTRATIVE COST 34383 34383 STORAGE EXPENSE 2481 2481 OTHER EXPENSE 261 261 2887634 2600000 287634 0 1480337 1999550 28265145 23613472 7182634 8779052 36928116 34392074 12861 12730 12861 12730 X 15261362 13297264 21653893 21082080 36915255 34379344 36928116 34392074 X 445230 -2981141 X 0 0 0 X 192722 97258 555995 515825 1361800 192722 97258 555995 515825 1361800 807014 554786 1208973 885042 770937 722906 3587858 4949658 0.11210 0.13190 X THE FOUNDATION IS OPERATED FOR THE BENEFIT OF THE CANCER THERAPY AND RESEARCH CENTER (CTRC) PROGRAM AT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER. THE FOUNDATION HAS A BOARD WHICH IS REPRESENTATIVE OF THE GENERAL PUBLIC AND IS IN THE PROCESS OF ACTIVELY SOLICITING DONATIONS FROM THE GENERAL PUBLIC. ALL FUNDS RECEIVED BY THE FOUNDATION AND ITS EARNINGS FROM INVESTMENTS ARE UTILIZED FOR THE BENEFIT OF THE GENERAL POPULATION IN THE FIGHT AGAINST CANCER. SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: UNTIL DECEMBER 2007, THE ENTITY WAS A SUPPORTING ORGANIZATION OF THE CANCER THERAPY AND RESEARCH CENTER AND IS NOW IN THE TRANSITION TO EXPAND ITS FUND DEVELOPMENT FUNCTION IN SUPPORT OF THE CTRC PROGRAM AT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21653893 500000 -613371 143294 196749 118399 21082080 21026492 500000 562838 120558 206652 108227 21653893 21250912 348180 192684 280711 99205 21026492 1.00000 1 0 0 BENEFICIAL INTEREST IN PERPETUAL TRUST 3789358 F MUTUAL FUNDS 4989694 F 8779052 3332864 2887634 445230 -2981141 -2981141 -2535911 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR THE SUPPORT OF THE CTRC PROGRAM AT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER. THE INTEREST IN PERPETUAL TRUST IS HELD AND ADMINISTERED BY FROST BANK. 1 THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER OF SAN ANTONIO (UTHSC) 4502 MEDICAL DR SAN ANTONIO TX 78229 741586031 STATE UNIVERSITY 2600000 TO ASSIST THE ENTITY WITH THE OPERATION OF THE CTRC PROGRAM AT THE UNIVERSITY OF TX HEALTH SCIENCE CTR. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ENTITY IS AFFILIATED WITH THE ORGANIZATION IT SUPPORTS. FUNDS ARE DISTRIBUTED ON A PREDETERMINED BASIS TO SUPPORT THE MISSION AND PROGRAMS OF THE ORGANIZATION. THE ORGANIZATION REQUIRES AN ANNUAL ACCOUNTING AS TO HOW THE FUNDS ARE BEING UTILIZED. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS REVIEWED BY LEGAL COUNSEL AND SUBMITTED TO THE CHAIRMAN OF THE BOARD FOR APPROVAL. CHANGES IF NECESSARY ARE MADE BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS ON AN ANNUAL BASIS WITH ITS DIRECTORS WHETHER ANY CONFLICT OF INTEREST EXISTS. THE ORGANIZATION DOES NOT HAVE COMPENSATED OFFICERS, DIRECTORS, OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY COMPLIES WITH THE REQUIREMENTS FOR PUBLIC INSPECTION AND MAKES ITS FORM 990 AND RELATED FINANCIAL INFORMATION AND POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,981,141. CTRC LLC 7373 BROADWAY ST STE 500 SAN ANTONIO TX 78209 N/A TX 0 0 CANCER THERAPY AND RESEARCH CENTER FOUNDATION CANCER THERAPY AND RESEARCH CENTER 7373 BROADWAY ST STE 500 SAN ANTONIO TX 78209 742773755 HEALTHCARE TX 501(C)(3) PUBLIC CHARITY 0 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 741586031 HEALTHCARE TX STATE UNIVERSITY GOVERNMENT ENTITY 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0