THE THORACIC SURGERY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE THORACIC SURGERY FOUNDATION (EIN 36-3635910)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-26
- IRS object ID
- 202202999349300420
- Schema version
- 2021v4.2
- 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 F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-26T13:06:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363635910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THORACIC SURGERY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 3122025815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY ESTRERA MD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3122025815 | PhoneNum |
| Signature | 2022-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | ESTRERA MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2022-10-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANTHONY ESTRERA MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,781,122 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THORACICSURGERYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF TSF IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 111 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,347,926 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,974,577 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $52,285 | PYInvestmentIncomeAmt |
| CY Investment Income | $457,718 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,400,211 | PYTotalRevenueAmt |
| CY Total Revenue | $3,432,295 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,047,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,055,270 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,300 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $60,720 | PYOtherExpensesAmt |
| CY Other Expenses | $76,656 | CYOtherExpensesAmt |
| PY Total Expenses | $1,108,220 | PYTotalExpensesAmt |
| CY Total Expenses | $1,131,926 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $291,991 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,300,369 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,251,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,716,279 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $382,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $540,331 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,869,120 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,175,948 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF TSF IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,060,437 | ExpenseAmt |
| Grant | $1,055,270 | GrantAmt |
| Desc | DURING THE YEAR, TSF AWARDED A TOTAL OF 40 AWARDS CONSISTING OF 5 EVERY HEARTBEAT MATTERS AWARDS (SUPPORT FOR PROGRAMS THAT EDUCATE, SCREEN AND/OR TREAT UNDERSERVED POPULATIONS TO REDUCE THE GLOBAL BURDEN OF HEART VALVE DISEASE, OR TO SUPPORT OTHER PROGRAMS THAT ADVANCE HEALTH CARE AND ADDRESS UNDERSERVED POPULATIONS), 3 CAROLYN REED TRAVELING FELLOWSHIP AWARDS (SUPPORT OF A CLINICALLY-ESTABLISHED WOMAN THORACIC OR CARDIAC SURGEON, OR A WOMAN RESIDENT IN HER LAST YEAR OF CARDIOTHORACIC SURGERY RESIDENCY, TO TRAVEL TO ANOTHER INSTITUTION FOR THE PURPOSE OF LEARNING A NEW SKILL OR TECHNOLOGY), 8 RESEARCH AWARDS (OPERATIONAL SUPPORT OF ORIGINAL RESEARCH EFFORTS BY CARDIOTHORACIC SURGEONS WHO HAVE COMPLETED THEIR FORMAL TRAINING, AND WHO ARE SEEKING INITIAL SUPPORT AND RECOGNITION FOR THE RESEARCH PROGRAM), 2 BRAUNWALD AWARDS (SUPPORTS A WOMAN SURGEON AND WOMAN RESIDENT WORKING IN CARDIAC SURGICAL CLINIC OR LABORATORY RESEARCH PROGRAM), 1 STSA RESEARCH AWARD (SUPPORT OF ORIGINAL RESEARCH EFFORTS BY CARDIOTHORACIC SURGEONS WHO HAVE COMPLETED THEIR FORMAL TRAINING AND WHO ARE SEEKING INITIAL SUPPORT AND RECOGNITION FOR THEIR RESEARCH PROGRAM), 1 LEVI WATKINS AWARDS (SUPPORTS TRAVEL TO A CENTER OF EXCELLENCE TO ACQUIRE ADDITIONAL CLINICAL, TRANSLATIONAL OR LEADERSHIP TRAINING TO ENHANCE SKILLS AND PRACTICE IN AN AREA OF INNOVATION OR SURGICAL SIGNIFICANCE FOR A CARDIOTHORACIC SURGEON), 1 REPLOGLE AWARD (SUPPORT CONTINUING EDUCATION OF SURGEON OR RESIDENT COMMITTED TO THE TREATEMNET OF CONGENITAL HEART DISEASE IN NEONATES, INFANTS, CHILDREN AND ADULTS),1 SARNS TERUMO PERFUSION FELLOWHIP AWARD(SUPPORT CONINTUING EDUCATION OF A BOARD CERTIFIED PERFUUSIONIST COMMITED TO EXPAND CARDIOVSCULAR PERFUSION EDUCATION), 1 STS RESEARCH AWARD (SUPPORT OF ORIGINAL RESEARCH EFFORTS BY CARDIOTHORACIC SURGEONS WHO HAVE COMPLETED THEIR FORMAL TRAINING AND WHO ARE SEEKING INITIAL SUPPORT AND RECOGNITION FOR THEIR RESEARCH PROGRAM), 1 STS/EACTS AWARD (ISSUED TO THE WINNER OF THE BEST ABSTRACT PRESENTED DURING THE "EACTS @ STS SESSION" AT THE STS ANNUAL MEETING, 3 ALLEY-SHERIDAN AWARDS (SUPPORTS EDUCATIONAL OPPORTUNITIES FOR CARDIOTHORACIC SURGEONS TO ATTEND THE LEADERSHIP PROGRAM IN HEALTH POLICY MANAGEMENT OFFERED BY BRANDEIS UNIVERSITY), 2 DAVIDSON FELLOWSHIP (SUPPORTS A YOUNG EARLY-CAREER CARDIOTHORACIC SURGEON COMMITTED TO THE VISION OF INNOVATIVE AND COLLABORATIVE CARDIOVASCULAR CARE), 3 INTERNATIONAL MEDICAL VOULNTEER SCHOLARSHIPS (PROVIDE GLOBAL CARDIOTHORACIC SURGERY VOLUNTEER EXPERIENCE FOR A CARDIOTHORACIC SURGERY RESIDENT OR SURGEON UNDER THE MENTORSHIPS OF AN EXPERIENCED SURGEON VOLUNTEER), AND 8 SAHA SCHOLARSHIPS (SUPPORTS EDUCATIONAL OPPORTUNITIES FOR CARDIOTHORACIC SURGERY RESIDENTS OR JUNIOR FACULTY FROM INDIA TO ATTEND THE STS ANNUAL MEETING). | Desc |
| Total Program Service Expenses | $1,060,437 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH BURA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122025815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SEAN C GRONDIN MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $8,000 | $0 | |
| THOMAS E MACGILLIVRAY MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $2,000 | $0 | |
| VINOD H THOURANI MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $1,000 | $0 | |
| JOSEPH E BAVARIA MD | |||||||
| PRESIDENT | 12.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOSEPH A DEARANI MD | |||||||
| VICE PRESIDENT - BEG 2/21 | 12.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEITH NAUNHEIM MD | |||||||
| VICE PRESIDENT - THRU 2/21 | 12.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT A LEMAIRE MD | |||||||
| SECRETARY - BEG 2/21 | 12.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHANDA BLACKMON MD | |||||||
| SECRETARY - THRU 2/21 | 12.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| VIRGINIA R LITLE MD | |||||||
| TREASURER | 12.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUAN A CRESTANELLO MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD P CHEN MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE A EDWARDS MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY L ESTRERA MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN C KANE MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER S LAWTON MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM C NGUYEN MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH SABIK MD | |||||||
| DIRECTOR - THRU 2/21 | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PRISCILLA KENNEDY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $104,721 | $0 | $19,154 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,721 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,154 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $310,586 | RelatedOrganizationsAmt |
| All Other Contributions | $2,663,991 | AllOtherContributionsAmt |
| Noncash Contributions | $358,942 | NoncashContributionsAmt |
| Total Contributions | $2,974,577 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,712 | TotalRevenueColumnAmt |
| Exclusion | $119,712 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,686,833 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,348,827 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $338,006 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,006 | TotalRevenueColumnAmt |
| Exclusion | $338,006 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,432,295 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $457,718 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,000 | TotalAmt |
| Program Services | $140,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,270 | TotalAmt |
| Program Services | $800,270 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,000 | TotalAmt |
| Program Services | $115,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,494 | TotalAmt |
| Management And General | $3,494 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238 | TotalAmt |
| Management And General | $238 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,184 | TotalAmt |
| Management And General | $23,184 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,022 | TotalAmt |
| Program Services | $653 | ProgramServicesAmt |
| Management And General | $5,762 | ManagementAndGeneralAmt |
| Fundraising | $9,607 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102 | TotalAmt |
| Program Services | $1,051 | ProgramServicesAmt |
| Fundraising | $1,051 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,642 | TotalAmt |
| Fundraising | $4,642 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS | $17,189 | $3,463 | $13,726 |
| BAD DEBT EXPENSE | -$750 | -$750 | |
| RETURNED GRANTS | -$5,965 | -$5,965 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,926 | TotalAmt |
| Program Services | $1,060,437 | ProgramServicesAmt |
| Management And General | $56,189 | ManagementAndGeneralAmt |
| Fundraising | $15,300 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,284,011 | BOYAmt |
| EOY | $1,929,452 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,485 | BOYAmt |
| EOY | $89,212 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,285 | BOYAmt |
| EOY | $1,138,783 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,677 | BOYAmt |
| EOY | $3,319 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,046,829 | BOYAmt |
| EOY | $4,555,513 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,251,287 | BOYAmt |
| EOY | $7,716,279 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,570 | BOYAmt |
| EOY | $34,661 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,750 | BOYAmt |
| EOY | $502,970 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847 | BOYAmt |
| EOY | $2,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,167 | BOYAmt |
| EOY | $540,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,645,504 | BOYAmt |
| EOY | $3,030,333 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,223,616 | BOYAmt |
| EOY | $4,145,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,869,120 | BOYAmt |
| EOY | $7,175,948 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,251,287 | BOYAmt |
| EOY | $7,716,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,300,369 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,459 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,465,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,466,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,749,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,347,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,974,577 | CurrentTaxYearAmt |
| Total | $9,003,614 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,465,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,466,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,749,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,347,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,974,577 | CurrentTaxYearAmt |
| Total | $9,003,614 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $623,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $725,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $642,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $883,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $395,509 | CurrentTaxYearAmt |
| Total | $3,270,429 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $623,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $725,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $642,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $883,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $395,509 | CurrentTaxYearAmt |
| Total | $3,270,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,733,185 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,712 | CurrentTaxYearAmt |
| Total | $382,420 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,712 | CurrentTaxYearAmt |
| Total | $382,420 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,522,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,529,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,820,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,419,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,094,289 | CurrentTaxYearAmt |
| Total | $9,386,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.61080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.51190 | PublicSupportPY509Pct |
| Investment Income CY | 0.04070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03990 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,686,175 | BeginningYearBalanceAmt |
| Contributions | $1,094,509 | ContributionsAmt |
| Investment Earnings Or Losses | $272,746 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $229,507 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,823,923 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,612,218 | BeginningYearBalanceAmt |
| Contributions | $38,984 | ContributionsAmt |
| Investment Earnings Or Losses | $161,661 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $126,688 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,686,175 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,439,946 | BeginningYearBalanceAmt |
| Contributions | $35,134 | ContributionsAmt |
| Investment Earnings Or Losses | $313,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $176,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,612,218 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,533,571 | BeginningYearBalanceAmt |
| Contributions | $288,474 | ContributionsAmt |
| Investment Earnings Or Losses | -$144,599 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $237,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,439,946 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,330,943 | BeginningYearBalanceAmt |
| Contributions | $193,237 | ContributionsAmt |
| Investment Earnings Or Losses | $214,391 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $205,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,533,571 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,698,916 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,459 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $283,346 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $289,805 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,409,111 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,184 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $23,184 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,432,295 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,392,088 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $283,346 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $283,346 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,108,742 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,184 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $23,184 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,131,926 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SUPPORT FOR QUALIFIED SURGEONS TO CONDUCT CHARITABLE OUTREACH TO UNDERSERVED REGIONS AND POPULATIONS. | EUROPE (INCLUDING ICELAND AND GREENLAND) | 1 | $35,000 | CASH PAYMENT |
| SUPPORT OF ORIGINAL RESEARCH EFFORTS BY CARDIOTHORACIC SURGEONS WHO HAVE COMPLETED THEIR FORMAL TRAINING, AND WHO ARE SEEKING INITIAL SUPPORT AND RECOGNITION FOR THE RESEARCH PROGRAM. | NORTH AMERICA | 1 | $80,000 | CASH PAYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | EACH TSF GRANT PROJECT IS THOROUGHLY EVALUATED AND SCORED BY THREE TSF RESEARCH COMMITTEE REVIEWERS. THE RESEARCH REVIEWERS HAVE BEEN APPOINTED BY THE TSF PRESIDENT AND APPROVED BY THE TSF BOARD OF DIRECTORS, AND SPECIALIZE IN THORACIC SURGERY. THE GRANT APPLICANT IS REQUIRED TO SUBMIT HIS/HER APPLICATION INCLUDING CV, HIS/HER MENTOR'S CV, RESEARCH DESCRIPTION, PHOTO, AND THREE LETTERS OF RECOMMENDATION FROM THE APPLICANT'S SUPERIOR AT THE INSTITUTION OF WHICH THEY ARE APPLYING THE RESEARCH. THE LETTERS OF RECOMMENDATION MUST COME FROM DEPARTMENT CHAIRS, PROGRAM DIRECTORS, OR SPONSORS AT THE INSTITUTION IN WHICH THE RESEARCH OCCURS. THE APPLICANT'S SPONSOR'S CV IS ALSO EVALUATED. EACH SUBSEQUENT GRANT PAYMENT IS ISSUED AFTER THE APPLICANT SUBMITS A VALID PROGRESS REPORT, AND AFTER THE INSTITUTION SUPPLIES A SIGNED FINANCIAL PROGRESS REPORT VALIDATING THE EXPENSES. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UPMC PINNACLE FOUNDATION | ||||||||
| 409 S 2ND STREET SUITE 2A | HARRISBURG | PA | 17104 | 222691718 | 501(C)(3) | $35,000 | $0 | EVERY HEART BEAT MATTERS |
| VOOM FOUNDATION | ||||||||
| 130 W SUPERIOR ST SUITE 926 | DULUTH | MN | 55802 | 582678884 | 501(C)(3) | $70,000 | $0 | EVERY HEART BEAT MATTERS |
| INDIANA UNIVERSITY | ||||||||
| DEPT 7892 PO BOX 78000 | DETORIT | MI | 482780920 | 356001673 | 501(C)(3) | $35,000 | $0 | EVERY HEART BEAT MATTERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (12 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STS/EACTS AWARD | 1 | $2,500 |
| CAROLYN REED TRAVELING FELLOWSHIP | 3 | $10,470 |
| LEVI WATKINS FELLOWSHIPS | 1 | $3,200 |
| REPLOGLE FELLOWSHIPS | 1 | $10,000 |
| SARNS TERUMO PERFUSION EDUCATION FELLOWSHIP AWARD | 1 | $10,000 |
| TSF RESEARCH AWARD | 7 | $440,000 |
| TSF INT'L MEDICAL VOL. EDWARDS | 3 | $7,500 |
| ALLEY SHERIDAN SCHOLARSHIPS | 3 | $15,000 |
| MICHAEL J. DAVIDSON FELLOWSHIP | 2 | $100,000 |
| STS RESEARCH AWARD | 1 | $80,000 |
| STSA RESEARCH AWARD | 1 | $30,000 |
| BRAUNWALD AWARD | 2 | $90,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH TSF GRANT PROJECT IS THOROUGHLY EVALUATED AND SCORED BY THREE TSF RESEARCH COMMITTEE REVIEWERS. THE RESEARCH REVIEWERS HAVE BEEN APPOINTED BY THE TSF PRESIDENT AND APPROVED BY THE TSF BOARD OF DIRECTORS, AND SPECIALIZE IN THORACIC SURGERY. THE GRANT APPLICANT IS REQUIRED TO SUBMIT HIS/HER APPLICATION INCLUDING CV, HIS/HER MENTOR'S CV, RESEARCH DESCRIPTION, PHOTO, AND THREE LETTERS OF RECOMMENDATION FROM THE APPLICANT'S SUPERIOR AT THE INSTITUTION OF WHICH THEY ARE APPLYING THE RESEARCH. THE LETTERS OF RECOMMENDATION MUST COME FROM DEPARTMENT CHAIRS, PROGRAM DIRECTORS, OR SPONSORS AT THE INSTITUTION IN WHICH THE RESEARCH OCCURS. THE APPLICANT'S SPONSOR'S CV IS ALSO EVALUATED. EACH SUBSEQUENT GRANT PAYMENT IS ISSUED AFTER THE APPLICANT SUBMITS A VALID PROGRESS REPORT, AND AFTER THE INSTITUTION SUPPLIES A SIGNED FINANCIAL PROGRESS REPORT VALIDATING THE EXPENSES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10832 | ContributionCnt |
| Noncash Contributions Rpt F990 | $358,942 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INVESTMENT STATEMENT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS COLUMN REPRESENTS THE NUMBER OF SHARES DONATED DURING THE YEAR. |
| PART I, LINE 32B: | FIDUCIENT ADVISORS MANAGE THE SALES OF NON-CASH CONTRIBUTIONS BASED ON THE DIRECTION OF TSF. |
| SCHEDULE M, LINE 31: | TSF WILL NOT ACCEPT GIFTS THAT ARE EXCESSIVELY RESTRICTIVE IN PURPOSE, GIFTS THAT ARE OVERLY DIFFICULT TO ADMINISTER, OR GIFTS THAT ARE FOR PURPOSES OUTSIDE THE MISSION OF TSF. ALL FINAL DECISIONS ON THE RESTRICTIVE NATURE OF A GIFT, AND ITS ACCEPTANCE OR REFUSAL, SHALL BE MADE BY THE TSF BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE SOCIETY OF THORACIC SURGEONS (STS) OF CHICAGO, ILLINOIS, MAINTAINS THE BOOKS AND RECORDS OF THE ORGANIZATION AND PERFORMS OTHER RELATED MANAGERIAL AND ADMINISTRATIVE FUNCTIONS FOR WHICH IT IS COMPENSATED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE ADMINISTRATIVE STAFF OF THE MANAGEMENT COMPANY (STS) AND IS THEN PROVIDED TO THE TREASURER, AND THEN GOVERNING BODY, FOR FINAL REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | TSF HAS A FORMAL CONFLICT OF INTEREST POLICY. ALL BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO SIGN THE POLICY AND DISCLOSE CONFLICTS ANNUALLY. THE SIGNED POLICY AND DISCLOSURES ARE SENT TO TSF ADMINISTRATION. THEY ARE RECORDED AND MONITORED PERIODICALLY THROUGHOUT THE YEAR. IF THERE IS A CONFLICT, IT IS BROUGHT TO THE ATTENTION OF THE BOARD PRESIDENT FOR FURTHER ACTION. THE BOARD PRESIDENT READS A DISCLOSURE STATEMENT AT THE BEGINNING OF EACH BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY A RELATED ORGANIZATION, THE SOCIETY OF THORACIC SURGEONS OF CHICAGO. THE RELATED ORGANIZATION UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, AND COMPENSATION SURVEYS OR STUDIES, TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR OF TSF. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY (STS), AND ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY. |
| FORM 990, PART VII, SECTION A - COMPENSATION: | COMPENSATION REPORTED FOR PRISCILLA S. KENNEDY, TSF EXECUTIVE DIRECTOR, IS PAID BY A RELATED ORGANIZATION AND COMMON PAYMASTER, THE SOCIETY OF THORACIC SURGEONS (STS) EIN 36-3022713. SINCE ALL SERVICES PERFORMED BY THESE INDIVIDUALS WERE FOR THE THORACIC SURGERY FOUNDATION, THE COMPENSATION HAS BEEN REPORTED IN COLUMN D AS IF PAID BY THE FILING ORGANIZATION. STS HAS COMPLIED WITH PAYROLL FILING REQUIREMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363022713 | EIN |
| Primary Activities | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS. | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $310,586 | InvolvedAmt |
| Method Of Amount Determination | CASH PAID | MethodOfAmountDeterminationTxt |
Comments