SOUTHWESTERN MEDICAL FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN MEDICAL FOUNDATION (EIN 75-0945939)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349303557
- Schema version
- 2010v3.4
- 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 D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T11:54:23-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | KERN WILDENTHAL MD PHD | Name |
| Title | PRESIDENT | Title |
| Phone | 2143516143 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURTIS MAXFIELD | Name |
| Phone | 2143939300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | KERN WILDENTHAL MD PHD | 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 | 720937958 | 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 | SEE ATTACHED STATEMENT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 121 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 120 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 95156025 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 31172630 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1350970 | InvestmentIncomePriorYear |
| Investment Income Current Year | 50388583 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 915874 | OtherRevenuePriorYear |
| Other Revenue Current Year | 759443 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 97422869 | TotalRevenuePriorYear |
| Total Revenue Current Year | 82320656 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16363554 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16606885 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 971672 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 984772 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 949507 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3372148 | OtherExpensePriorYear |
| Other Expenses Current Year | 3802006 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20707374 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21393663 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 76715495 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 60926993 | RevenuesLessExpensesCY |
| Total Assets BOY | 676227915 | TotalAssetsBOY |
| Total Assets EOY | 759480349 | TotalAssetsEOY |
| Total Liabilities BOY | 9445254 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5570828 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 666782661 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 753909521 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE FUNDS TO SUPPORT UT SOUTHWESTERN MEDICAL CENTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17129451 | Expense |
| Grants | 16606885 | Grants |
| Description | SEE ATTACHED STATEMENT | Description |
| Total Program Service Expense | 17129451 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 121 | 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 | W PLACK CARR JR | 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 (11 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 |
|---|---|---|---|---|---|---|---|
| MRS KENNETH ALTSHULER | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| PAUL M BASS JR-DECEASED | |||||||
| 3/10-CHAIRMAN EMERITUS | 1.00 | X | X | 0 | 0 | 0 | |
| W PLACK CARR JR | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | X | X | 249897 | 0 | 26316 | |
| WILLIAM T SOLOMON | |||||||
| CHAIRMAN OF THE BOARD | 10.00 | X | X | 0 | 0 | 0 | |
| DONALD SELDIN MD | |||||||
| VP OF MEDICAL CENTER RELAT | 22.00 | X | 75600 | 0 | 0 | ||
| KATY SINOR | |||||||
| ASSISTANT SECRETARY | 40.00 | X | 69894 | 0 | 6897 | ||
| KAY PRITCHARD | |||||||
| SECRETARY | 40.00 | X | 99440 | 0 | 9944 | ||
| KERN WILDENTHAL MD PHD | |||||||
| PRESIDENT AND CEO | 22.00 | X | 0 | 0 | 0 | ||
| SEE ATTACHED STATEMENT | |||||||
| FOR TRUSTEES | X | 0 | 0 | 0 | |||
| RANDAL L DAUGHERTY | |||||||
| PLANNED GIVING DIRECTOR | 40.00 | 158214 | 0 | 26942 | X | ||
| KAY SCHLANKEY | |||||||
| ACCOUNTANT | 40.00 | 122000 | 0 | 12200 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 775045 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 82299 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 | 549769 |
| UTSWMC | |||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | EXECUTIVE MANAGEMENT | 451765 |
| WASATCH ADVISORS INC | |||||
| PO BOX 11545 | SALT LAKE CITY | UT | 84147 | INVESTMENT MANAGEMENT | 361568 |
| ALLIANZ GLOBAL INVESTORS (NFJ) | |||||
| PO BOX 51029 | LOS ANGELES | CA | 900515329 | INVESTMENT MANAGEMENT | 192227 |
| HUNTON & WILLIAMS LLP | |||||
| PO BOX 840686 | DALLAS | TX | 752280868 | LEGAL SERVICES | 148942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 31172630 | AllOtherContributions |
| Noncash Contributions | 612391 | NoncashContributions |
| Total Contributions | 31172630 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12312086 | TotalRevenueColumn |
| Exclusion | $12,312,086 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 759443 | TotalRevenueColumn |
| Exclusion | $759,443 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 676693799 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 638617302 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38076497 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38076497 | TotalRevenueColumn |
| Exclusion | $38,076,497 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82320656 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $51,148,026 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16368610 | Total |
| Program Services | 16368610 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238275 | Total |
| Program Services | 238275 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 484934 | Total |
| Program Services | 122936 | ProgramServices |
| Management And General | 168536 | ManagementAndGeneral |
| Fundraising | 193462 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322832 | Total |
| Program Services | 81841 | ProgramServices |
| Management And General | 112199 | ManagementAndGeneral |
| Fundraising | 128792 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73365 | Total |
| Program Services | 20830 | ProgramServices |
| Management And General | 27663 | ManagementAndGeneral |
| Fundraising | 24872 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53638 | Total |
| Program Services | 13365 | ProgramServices |
| Management And General | 24405 | ManagementAndGeneral |
| Fundraising | 15868 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50003 | Total |
| Program Services | 12862 | ProgramServices |
| Management And General | 16742 | ManagementAndGeneral |
| Fundraising | 20399 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325111 | Total |
| Management And General | 309808 | ManagementAndGeneral |
| Fundraising | 15303 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43772 | Total |
| Management And General | 43772 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1477042 | Total |
| Management And General | 1477042 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451765 | Total |
| Program Services | 61089 | ProgramServices |
| Management And General | 139455 | ManagementAndGeneral |
| Fundraising | 251221 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18058 | Total |
| Program Services | 3052 | ProgramServices |
| Management And General | 11641 | ManagementAndGeneral |
| Fundraising | 3365 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28244 | Total |
| Program Services | 6937 | ProgramServices |
| Management And General | 11052 | ManagementAndGeneral |
| Fundraising | 10255 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199814 | Total |
| Program Services | 61050 | ProgramServices |
| Management And General | 79717 | ManagementAndGeneral |
| Fundraising | 59047 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6568 | Total |
| Management And General | 6568 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902 | Total |
| Fundraising | 902 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527 | Total |
| Management And General | 527 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25207 | Total |
| Management And General | 25207 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409553 | Total |
| Management And General | 409553 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLIC RELATIONS | 251099 | 51936 | 140129 | 59034 |
| FOUNDATION DEVELOPMENT | 206448 | 75685 | 23339 | 107424 |
| CONSULTING FEES | 147695 | 5000 | 117695 | 25000 |
| SPECIFIC FUND EXPENSE | 111859 | 111859 | ||
| PRINTING & POSTAGE | 32506 | 2383 | 12446 | 17677 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65836 | Total |
| Program Services | 3600 | ProgramServices |
| Management And General | 45350 | ManagementAndGeneral |
| Fundraising | 16886 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21393663 | Total |
| Program Services | 17129451 | ProgramServices |
| Management And General | 3314705 | ManagementAndGeneral |
| Fundraising | 949507 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1192487 | BOY |
| EOY | 207476 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34480058 | BOY |
| EOY | 214284455 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106745046 | BOY |
| EOY | 54959899 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1061347 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 410993 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593832 | BOY |
| EOY | 650354 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425728343 | BOY |
| EOY | 383516802 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70524579 | BOY |
| EOY | 75957798 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36963570 | BOY |
| EOY | 29903565 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 676227915 | BOY |
| EOY | 759480349 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3334542 | BOY |
| EOY | 4940828 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6110712 | BOY |
| EOY | 630000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9445254 | BOY |
| EOY | 5570828 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47700021 | BOY |
| EOY | 52256658 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286795668 | BOY |
| EOY | 358899556 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332286972 | BOY |
| EOY | 342753307 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666782661 | BOY |
| EOY | 753909521 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 676227915 | BOY |
| EOY | 759480349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 60926993 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 26199867 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 29320478 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134726278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27280439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 95156025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31172630 | CurrentTaxYear |
| Total | 317655850 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29320478 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134726278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27280439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 95156025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31172630 | CurrentTaxYear |
| Total | 317655850 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 181591778 | AmountsSubstContributorsTotal |
| Public Support Total170 | 136064072 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16679820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23229856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19962476 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12448118 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13071529 | CurrentTaxYear |
| Total | 85391799 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 403047649 | TotalSupport |
| Public Support Pertcentage170 | 0.33760 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.31380 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 0 | NumberDAFsHeld |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 439952000 | BeginningOfYearBalance |
| Contributions | 20333521 | Contributions |
| Investment Earnings Or Losses | 61518589 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17516892 | GrantsOrScholarships |
| End Of Year Balance | 504287218 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.11060 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.66520 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23420 | 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 | 170894 | OtherCostOrOtherBasis |
| Depreciation | 162642 | Depreciation |
| Book Value | 8252 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 330609 | OtherCostOrOtherBasis |
| Depreciation | 248351 | Depreciation |
| Book Value | 82258 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 650354 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP INVESTMENTS | Description |
| Book Value | 75957798 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 75957798 | TotalOfBookValueSecurities |
| Total Revenue | 82320656 | TotalRevenue |
| Total Expenses | 21393663 | TotalExpenses |
| Excess Or Deficit For Year | 60926993 | ExcessOrDeficitForYear |
| Other | $26,199,867 | OtherAmount |
| Total Adjustments | 26199867 | TotalAdjustments |
| Excess Or Deficit Per FS | 87126860 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 107043481 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 26199867 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 26199867 | RevenueNotRptdF990 |
| Revenue Subtotal | 80843614 | RevenueSubtotal |
| Investment Expenses Not Included | 1477042 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1477042 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 82320656 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19916621 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19916621 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1477042 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1477042 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21393663 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAINS ON INVESTMENTS |
| 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 (50 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT AND MARY LASKER FOUNDATION | |||||||||||
| 110 E 42ND STREET SUITE 1300 | NEW YORK | NY | 10017 | 131680062 | 501(C)(3) | 10000 | COMMUNITY EVENT | ||||
| UNIVERSITY OF SOUTH FLORIDA | |||||||||||
| 12901 BRUCE B DOWNS BLVD MDC 70 | TAMPA | FL | 33612 | 590879015 | 501(C)(3) | 5000 | GLENN RECHTINE SPINE EDUCATION AND RESEARCH FUND - TO HELP ESTABLISH A SCHOLARSHIP FUND AT THE UNIVERSITY OF SOUTH FLORIDA | ||||
| PHOENIX HOUSE OF TEXAS | |||||||||||
| 2351 W NORTHWEST HWY | DALLAS | TX | 75220 | 133810073 | 501(C)(3) | 40474 | HILL A. FEINBERG ACADEMY | ||||
| COLLIN COUNTY HEALTH CARE FOUNDATION | |||||||||||
| 825 N MCDONALD ST | MCKINNEY | TX | 75069 | 756000873 | 501(C)(3) | 76826 | HENRY L. AND LAURA H. SHOAP FUND | ||||
| CHILDREN'S MEDICAL CENTER | |||||||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | 750800628 | 501(C)(3) | NON-CASH DONATION OF CHILDRENS TOYS AND BOOKS | 8387 | FMV | BOOKS, TOYS | ||
| CANCER PREVENTION & RESEARCH INSTITUTE OF TEXAS FOUNDATION | |||||||||||
| PO BOX 12631 | AUSTIN | TX | 78711 | 264551120 | 501(C)(3) | 15000 | COMMUNITY EVENT | ||||
| UTD CENTER FOR BRAIN HEALTH | |||||||||||
| 2200 WEST MOCKINGBIRD LANE | DALLAS | TX | 75235 | 751305566 | 170(C)(2) | 5997 | CRYSTAL CHARITY BALL COLLABORATIVE PROGRAM FOR PEDIATRIC BRAIN INJURIES | ||||
| TEXAS SCOTTISH RITE HOSPITAL | |||||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 750818178 | 501(C)(3) | NON-CASH DONATION OF CHILDREN'S TOYS. | 8387 | FMV | BOOKS, TOYS | ||
| THE SENIOR SOURCE | |||||||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | 751085555 | 501(C)(3) | 8500 | COMMUNITY EVENT - SPIRIT OF GENERATIONS AWARDS LUNCHEON | ||||
| RONALD MCDONALD HOUSE | |||||||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | 751609401 | 501(C)(3) | 5000 | COMMUNITY EVENT | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 5000 | WILHELMINA AND EDWARD ACKERMAN ENDOWMENT FUND: CARMEN MILLER MICHAEL AWARD IN CLINICAL MEDICINE | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 10000 | FOR DR. XIN J. ZHOU - DEPT. OF PATHOLOGY AND DR. STEVEN V. FOSTER FUND FOR THE DIVISION OF RENAL PATHOLOGY UNDER DR. ZHOU | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 60000 | AMON G. CARTER FOUNDATION FOR CANCER RESEARCH FUND TO SUPPORT CHILDHOOD CANCER RESEARCH UNDER THE DIRECTION OF JAMES AMATRUDA M.D., PH.D. | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 5000 | DALLAS WOMEN'S FOUNDATION GARRETT BOONE FUND | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 25000 | WILHELMINA AND EDWARD ACKERMAN ENDOWMENT FUND FOR FRIENDS OF THE CENTER FOR HUMAN NUTRITION | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 6059623 | SEMI-ANNUAL DISTRIBUTION OF FUNDS TO SUPPORT CENTERS, CHAIRS, PROFESSORSHIPS AND RESEARCH PROGRAMS | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 1260000 | SEMI-ANNUAL GRANT | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 75000 | GILLSON LONGENBAUGH FOUNDATION FUND FOR PROGRAMS UNDER THE DIRECTION OF DRS. JOHN D. MINNA AND PHILIP E. THORPE | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 15000 | DALLAS WOMEN'S FOUNDATION BILLINGSLEY FUND TO SUPPORT THE SOURCES OF BRAIN POWER PROJECT, UNDER THE DIRECTION OF JUAN M. PASCUAL, M.D., PH.D. | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 90000 | DR. ROBERT C. AND VERONICA ATKINS FOUNDATION FUND FOR THE ATKINS COALITION - TO SUPPORT THE DR. ROBERT C. AND VERONICA ATKINS CHAIR IN OBESITY AND DIABETES RESEARCH UNDER THE DIRECTION OF DR. JAY D. HORTON | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 150000 | DEDMAN FAMILY ENDOWED PROGRAM FOR CLINICAL SCHOLARS | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 69000 | HAROLD SIMMONS FOUNDATION/SOUTH AFRICA SUPPORT FUND: FOR WORK IN SOUTH AFRICA AT DR. PETER FARRANT'S CLINIC | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 300000 | CRYSTAL CHARITY BALL FUND - CRYSTAL CHARITY BALL AUTISM RESEARCH PROJECT UNDER THE DIRECTION OF DR. GRAHAM EMSLIE | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 46197 | MRS. RICHARD D. EISEMAN FUND FOR ACTIVITIES OF DR. ALBERT D. ROBERTS | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 5000 | MRS. RICHARD D. EISEMAN FUND FOR ACTIVITIES OF DR. BELINDA A. VICIOSO | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 200000 | W. M. KECK FOUNDATION FUND KECK DISTINGUISHED YOUNG SCHOLARS IN MEDICAL RESEARCH PROGRAM: FOR ACTIVITIES OF DR. RUSSELL DEBOSE-BOYD | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 70000 | GILLSON LONGENBAUGH FOUNDATION FUND - FOR RESEARCH UNDER THE DIRECTION OF DRS. JOHN D. MINNA AND PHILIP E. THORPE | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 400000 | DORIS DUKE CLINICAL RESEARCH FELLOWSHIP PROGRAM FOR MEDICAL STUDENTS AT UT SOUTHWESTERN | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 6080477 | SEMI-ANNUAL DISTRIBUTION FROM VARIOUS ENDOWED FUNDS, ALONG WITH CERTAIN FOUNDATION GENERAL FUND COMMITMENTS, TO SUPPORT THE ACTIVITIES STIPULATED BY DONORS | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 22726 | PRESIDENTS RESEARCH COUNCIL GIFT FROM MR. AND MRS. JOHN FORD LACY | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 17320 | IDA M. GREEN FUND: TO SUPPORT THE WOMEN IN SCIENCE AND MEDICINE ACTIVITIES | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 73984 | ADDITIONAL SEMI-ANNUAL DISTRIBUTIONS | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 170000 | AMON G. CARTER FOUNDATION FUND - 30,000 FOR DR. JAMES F. AMATRUDA'S CANCER RESEARCH AND 140,000 FOR DR. MATTHEW PORTEUS' CANCER RESEARCH PROJECT. | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 500000 | KARL AND ESTHER HOBLITZELLE FUND TO SUPPORT THE RESEARCH ACTIVITIES OF DR. RALF KITTLER, A RECENT APPOINTEE AS A JOHN L. ROACH SCHOLAR IN MEDICAL RESEARCH | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 25000 | WILHELMINA AND EDWARD ACKERMAN ENDOWMENT FUND: TO SUPPORT THE WORK OF DR. WILLIAM LEE, DR. KAREN BRADSHAW, DR. HUGH MCCLUNG, IV, DR. VIVYENNE ROCHE AND DR. PHILLIPE ZIMMERN | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 17906 | GILMAN FUND FOR UT SOUTHWESTERN COLLEGES | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 10000 | LINDA AND MITCH HART FUND FOR DR. PETER FARRANT: FOR DR. FARRANT'S CLINIC IN SOUTH AFRICA | ||||
| UT SOUTHWESTERN | |||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | 135000 | DORIS DUKE CHARITABLE FOUNDATION FUND: TO SUPPORT A PROJECT ENTITLED "GENETICS OF ADULT-ONSET PULMONARY FIBROSIS" UNDER THE DIRECTION OF DR. CHRISTINE K. GARCIA. | ||||
| SWEETHEART BALLCOMMUNITIES FOUNDATION OF TEXAS INC | |||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | 501(C)(3) | 5000 | COMMUNITY EVENT | ||||
| THE CRYSTAL CHARITY BALL | |||||||||||
| 30 HIGHLAND PARK VILLAGE STE 206 | DALLAS | TX | 752052791 | 756035893 | 501(C)(3) | 5000 | COMMUNITY EVENT | ||||
| COMMUNITIES FOUNDATION OF TEXAS | |||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | 501(C)(3) | 59523 | J. M. WOOD FOUNDATION FUND | ||||
| THE SWEETHEART BALL FUND OF COMMUNITIES FOUNDATION OF TEXAS | |||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | 501(C)(3) | 25521 | MR. AND MRS. WEBB SOWDEN FUND FOR SWEETHEART BALL | ||||
| ST PAUL MEDICAL FOUNDATION | |||||||||||
| 5909 HARRY HINES BLVD | DALLAS | TX | 75390 | 752845286 | 501(C)(3) | 10000 | MR. AND MRS. WILLIAM A. MONTGOMERY FUND FOR THE HEART AND LUNG PROGRAM | ||||
| LEUKEMIA TEXAS | |||||||||||
| 6060 NORTH CENTRAL EXPY SUITE 416 | DALLAS | TX | 75206 | 751327679 | 501(C)(3) | 5000 | COMMUNITY EVENT | ||||
| CERVICAL SPINE RESEARCH SOCIETY | |||||||||||
| 6300 NORTH RIVER ROAD SUITE 727 | ROSEMONT | IL | 60018 | 521231718 | 501(C)(3) | 10000 | GLENN RECHTINE SPINE EDUCATION AND RESEARCH FUND - TO HELP ESTABLISH THE HENRY BOHLMAN EDUCATION ENDOWMENT FUND | ||||
| TEXAS HEALTH PRESBYTERIAN OF DALLAS | |||||||||||
| 7232 GREENVILLE AVENUE | DALLAS | TX | 75231 | 751047527 | 501(C)(3) | 10599 | JOHN P. HARBIN FAMILY FUND FOR ALZHEIMERS RESEARCH | ||||
| AMERICAN HEART ASSOCIATION | |||||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | 10000 | COMMUNITY EVENT | ||||
| UNIVERSITY OF TEXAS AT DALLAS - CALLIER CENTER FOR COMMUNICATION STUDIES | |||||||||||
| 1966 INWOOD ROAD | DALLAS | TX | 75235 | 751305566 | 170(C)(3) | 83177 | CONSTRUCTION AND RENOVATION OF CALLIER PRESCHOOL PLAYGROUND | ||||
| UNIVERSITY OF TEXAS AT DALLAS | |||||||||||
| 1966 INWOOD ROAD | DALLAS | TX | 75235 | 751305566 | 170(C)(3) | 5997 | CRYSTAL CHARITY BALL FUND FOR THE PEDIATRIC BRAIN INJURY COLLABORATIVE PROJECT | ||||
| SCHOOL OF SOCIAL WORK - UT AUSTIN | |||||||||||
| OFFICE OF THE DEAN 1 UNIVERSITY | AUSTIN | TX | 78712 | 746000203 | 170(B)(1)(A)(V) | 5000 | UNRESTRICTED FUNDS - FOR THE STELLA CHURCHILL MULLINS PRESIDENTAL SCHOLARSHIP | STATION D3500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | 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 | 203 | 230775 |
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. |
| OTHER INFORMATION: | PART IV: | 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 (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W PLACK CARR JR | |||||||||||||
| 240000 | 0 | 0 | 0 | 9897 | 0 | 24000 | 0 | 2316 | 0 | 276213 | 0 | 0 | 0 |
| RANDAL L DAUGHERTY | |||||||||||||
| 158214 | 0 | 0 | 0 | 0 | 0 | 15820 | 0 | 11122 | 0 | 185156 | 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 2010 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 | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 595617 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED PROPERTY | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS ITEMS | Description |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16774 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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 (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| THE ORGANIZATION DETERMINES COMPENSATION UPON THE REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| THE SOUTHWESTERN MEDICAL FOUNDATION PAID $451,765 TO REIMBURSE UTSW MEDICAL CENTER FOR THE SERVICES OF DR. KERN WILDENTHAL AND SUPPORT STAFF. | FORM 990, PART VII, SECTION B, LINE 1: | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | UNREALIZED GAINS ON INVESTMENTS 26,199,867. TOTAL TO FORM 990, PART XI, LINE 5: 26,199,867. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS. | FORM 990, PART XI, LINE 2C: | |
| THE AMOUNT ON PAGE 1, LINE 8 INCLUDES AN ADJUSTMENT FOR THE INCREASE IN VALUE OF SPLIT INTEREST CONTRIBUTIONS OF $1,276,501. | ||
| 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 (OR ASSET) 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, 2010, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) 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 2007. | FORM 990, PART IV, LINE 11F: | |
| THE ORGANIZATION REVIEWS NON-CASH CONTRIBUTIONS FOR APPROPRIATENESS PRIOR TO ACCEPTANCE. IN THE CASE OF DONATIONS OF REAL ESTATE OR LAND, THE ORGANIZATION OFTEN HAS A FEASIBILITY OR ENVIRONMENTAL STUDY COMPLETED AND REVIEWED BY A COMMITTEE PRIOR TO ACCEPTANCE. | FORM 990, SCHEDULE M, LINE 31: |
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 UTSW MEDICAL CENTER | 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 | 0 | 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 |
| 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 |