SOUTHWESTERN MEDICAL FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN MEDICAL FOUNDATION (EIN 75-0945939)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349305209
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:16:51-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE SUITE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 750945939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWESTERN MEDICAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2143516143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 MAPLE AVENUE 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN M GIBSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143516143 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | GIBSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
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 | KATHLEEN M GIBSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 MAPLE AVENUE 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $393,066,906 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWMEDICAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SOUTHWESTERN MEDICAL FOUNDATION (THE "FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NON-PROFIT CORPORATION, COMMITTED TO THE DEVELOPMENT AND IMPROVEMENT OF MEDICAL EDUCATION, MEDICAL RESEARCH AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY AND THROUGHOUT THE WORLD. IN 1943, THE FOUNDATION ESTABLISHED SOUTHWESTERN MEDICAL COLLEGE, NOW KNOWN AS UT SOUTHWESTERN MEDICAL CENTER (THE "CENTER"). THE FOUNDATION CONTINUES TO RAISE AND MANAGE PRIVATE PHILANTHROPIC DOLLARS PRIMARILY FOR CONTINUED SUPPORT OF THE CENTER THROUGH GRANTS AND SCHOLARSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 101 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 100 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,659,367 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,846,152 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,849,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $103,378,540 | CYInvestmentIncomeAmt |
| PY Other Revenue | $742,303 | PYOtherRevenueAmt |
| CY Other Revenue | $777,195 | CYOtherRevenueAmt |
| PY Total Revenue | $30,251,588 | PYTotalRevenueAmt |
| CY Total Revenue | $133,001,887 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,692,029 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,934,569 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,190,745 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,303,633 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,444,368 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,733,052 | PYOtherExpensesAmt |
| CY Other Expenses | $3,299,713 | CYOtherExpensesAmt |
| PY Total Expenses | $39,615,826 | PYTotalExpensesAmt |
| CY Total Expenses | $54,537,915 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,364,238 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $78,463,972 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,119,151,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,318,497,986 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,378,645 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,704,193 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,111,772,705 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,312,793,793 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SOUTHWESTERN MEDICAL FOUNDATION (THE "FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NON-PROFIT CORPORATION, COMMITTED TO THE DEVELOPMENT AND IMPROVEMENT OF MEDICAL EDUCATION, MEDICAL RESEARCH AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY AND THROUGHOUT THE WORLD. IN 1943, THE FOUNDATION ESTABLISHED SOUTHWESTERN MEDICAL COLLEGE, NOW KNOWN AS THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER (THE "CENTER"). THE FOUNDATION CONTINUES TO RAISE AND MANAGE PRIVATE PHILANTHROPIC DOLLARS PRIMARILY FOR CONTINUED SUPPORT OF THE CENTER THROUGH GRANTS AND SCHOLARSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $49,960,826 | ExpenseAmt |
| Grant | $48,934,569 | GrantAmt |
| Desc | SOUTHWESTERN MEDICAL FOUNDATION ("FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NONPROFIT CORPORATION. THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AS A CHARITABLE ORGANIZATION.PROGRAMS SUPPORTED BY THE FOUNDATION ARE PRIMARILY BENEFITTING UT SOUTHWESTERN MEDICAL CENTER AS A LEADING BIOMEDICAL INSTITUTION IN EDUCATION, RESEARCH AND PATIENT CARE, AND ITS PRINCIPAL AFFILIATED INSTITUTIONS. THE FOUNDATION ALSO PROVIDES SUPPORT TO OTHER EXEMPT CIVIC AND MEDICAL ORGANIZATIONS, AND PROVIDES SCHOLARSHIP AWARDS TO MEDICAL STUDENTS AND OTHER HEALTH CARE PROVIDERS. THE FOUNDATION SPONSORS INFORMATIONAL LECTURES THAT FEATURE EXPERT SPEAKERS IN VARIOUS FIELDS. THE FOUNDATION EARNS NO INCOME FROM THESE LECTURES. | Desc |
| Total Program Service Expenses | $49,960,826 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 101 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 100 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN M GIBSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143516143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 MAPLE AVE SUITE 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (106 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES R HUFFINES | ||||||||
| CHAIRMAN OF THE BOARD | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN M GIBSON | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $457,600 | $0 | $108,032 | 0.25 | Yes (X) | |
| JOHN L ADAMS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL D ALSTON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES ANDERSON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KELVIN A BAGGETT MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ALICE WORSHAM BASS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RANDY BEST | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LUCY BILLINGSLEY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JAN HART BLACK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RANDY BOWMAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID O BROWN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| J ROBERT BROWN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SHONN BROWN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LELAND R BURK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NITA P CLARK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R CORRIGAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY P COSTELLO | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LINDA PITTS CUSTARD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H DEDMAN JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH M DEPINTO | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER EAGLE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LINDA P EVANS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HILL A FEINBERG | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ANDERSEN C FISHER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W FISHER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| STUART FITTS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CATE FORD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HOLLAND P GARY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARK D GIBSON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SATISH GUPTA | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NANCY S HALBREICH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID C HALEY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN W HALL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| PILAR TABARNERO HENRY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| J HALE HOAK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E HOFFMAN MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| REX V JOBE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROD C JONES | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| BOB JORDAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| AMB ROBERT W JORDAN PARTIAL YEAR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L KAMINSKI | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| GARY C KELLY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KEYES | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| IMRAN KHAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CAREN KLINE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN B KORENVAES | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE LACERTE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARK LANGDALE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL D LOUGHLIN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JACK B LOWE JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY B LYLE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| S TODD MACLIN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NANCY CAIN MARCUS PHD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES W MATTHEWS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD M MEYERS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B MILLER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SARAH K MILLER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KIT TENNISON MONCRIEF | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CARTER MONTGOMERY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES E NEARBURG | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| J RAY NIXON JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ALFREDA B NORMAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LYDIA H NOVAKOV | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C OBERWETTER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CONNIE O'NEILL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE L PHILLIPS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL K PODOLSKY MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD R POLLOCK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW S RAMSEY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KELLY E ROACH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATIE H ROBBINS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LINDA HARBIN ROBUCK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE M ROSE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW K ROSE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL G ROUTMAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT B ROWLING | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN S SCHIFF | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J SCHLEGEL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN SCHULTZ | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE SCRIPPS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID T SEATON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE SHAPIRO | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE G SMALL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE BASS SMITH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JERRY V SMITH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN J STONE MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SAM L SUSSER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE B TAYLOR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JERE W THOMPSON JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MCHENRY T TICHENOR JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KIP TINDELL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LISA TROUTT | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET VONDER HOYA | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| W KELVIN WALKER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KELCY L WARREN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KERN WILDENTHAL MD PHD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TODD WILLIAMS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN J WU | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARK ZALE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAWN ZIERK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| EMILY DAVIS | ||||||||
| CORPORATE SECRETARY | 40.00 | $109,228 | $0 | $21,277 | 0.25 | Yes (X) | ||
| KAY SCHLANKEY | ||||||||
| SR VICE PRESIDENT & CFO | 40.00 | $228,328 | $0 | $25,366 | 0.25 | Yes (X) | ||
| BRITTANY LEBLING | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $123,090 | $0 | $15,325 | Yes (X) | |||
| ROXANE BARRY | ||||||||
| DIRECTOR OF ACCOUNTING | 40.00 | $131,734 | $0 | $23,870 | 0.25 | Yes (X) | ||
| STEPHANIE VIDIKAN | ||||||||
| DIRECTOR OF PROJECT MANAGEMENT | 40.00 | $110,499 | $0 | $23,068 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,160,479 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $216,938 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE STREET | CHICAGO | IL | 60675 | INVESTMENT MANAGEMENT | $472,901 |
| FUND EVALUATION GROUP | |||||
| 201 EAST FIFTH STREET SUITE 1600 | CINCINNATI | OH | 45202 | INVESTMENT MANAGEMENT | $387,103 |
| PEOPLE PERFORMANCE RESOURCES LLC | |||||
| 1914 SKILLMAN STREET SUITE 110153 | DALLAS | TX | 75206 | HR MANAGEMENT SERVICES | $313,738 |
| HUNTON ANDREWS KURTH LLP | |||||
| 1445 ROSS AVENUE SUITE 3700 | DALLAS | TX | 75202 | LEGAL SERVICES | $264,635 |
| CASUAL ASTRONAUT INC | |||||
| 116 W MCDOWELL ROAD SUITE 100 | PHOENIX | AZ | 85003 | MARKETING SERVICES | $158,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $221,750 | FundraisingAmt |
| Related Organizations | $534,365 | RelatedOrganizationsAmt |
| All Other Contributions | $28,090,037 | AllOtherContributionsAmt |
| Noncash Contributions | $9,492,575 | NoncashContributionsAmt |
| Total Contributions | $28,846,152 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,989,843 | TotalRevenueColumnAmt |
| Exclusion | $12,989,843 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $836,407 | TotalRevenueColumnAmt |
| Exclusion | $836,407 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $350,387,429 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $259,998,732 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,388,697 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,388,697 | TotalRevenueColumnAmt |
| Exclusion | $90,388,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,075 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $221,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,287 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,212 | TotalRevenueColumnAmt |
| Exclusion | -$59,212 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,001,887 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,155,735 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,082,787 | TotalAmt |
| Program Services | $48,082,787 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851,782 | TotalAmt |
| Program Services | $851,782 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,832 | TotalAmt |
| Program Services | $284,950 | ProgramServicesAmt |
| Management And General | $379,932 | ManagementAndGeneralAmt |
| Fundraising | $284,950 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,868 | TotalAmt |
| Program Services | $300,260 | ProgramServicesAmt |
| Management And General | $400,348 | ManagementAndGeneralAmt |
| Fundraising | $300,260 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,641 | TotalAmt |
| Program Services | $31,092 | ProgramServicesAmt |
| Management And General | $41,457 | ManagementAndGeneralAmt |
| Fundraising | $31,092 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,972 | TotalAmt |
| Program Services | $40,104 | ProgramServicesAmt |
| Management And General | $53,803 | ManagementAndGeneralAmt |
| Fundraising | $40,065 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,320 | TotalAmt |
| Program Services | $34,596 | ProgramServicesAmt |
| Management And General | $46,128 | ManagementAndGeneralAmt |
| Fundraising | $34,596 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,475 | TotalAmt |
| Management And General | $198,475 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,876 | TotalAmt |
| Program Services | $2,058 | ProgramServicesAmt |
| Management And General | $134,759 | ManagementAndGeneralAmt |
| Fundraising | $2,059 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,212 | TotalAmt |
| Management And General | $819,212 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,793 | TotalAmt |
| Program Services | $73,488 | ProgramServicesAmt |
| Management And General | $169,817 | ManagementAndGeneralAmt |
| Fundraising | $73,488 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,219 | TotalAmt |
| Fundraising | $105,219 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,472 | TotalAmt |
| Program Services | $15,997 | ProgramServicesAmt |
| Management And General | $21,568 | ManagementAndGeneralAmt |
| Fundraising | $15,907 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,402 | TotalAmt |
| Program Services | $67,752 | ProgramServicesAmt |
| Management And General | $90,330 | ManagementAndGeneralAmt |
| Fundraising | $121,320 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,266 | TotalAmt |
| Program Services | $107,780 | ProgramServicesAmt |
| Management And General | $143,706 | ManagementAndGeneralAmt |
| Fundraising | $107,780 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,066 | TotalAmt |
| Management And General | $2,066 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,236 | TotalAmt |
| Program Services | $22,820 | ProgramServicesAmt |
| Management And General | $34,797 | ManagementAndGeneralAmt |
| Fundraising | $47,619 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,210 | TotalAmt |
| Management And General | $90,210 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,512 | TotalAmt |
| Management And General | $116,512 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS | $256,852 | $34,330 | $158,117 | $64,405 |
| FOUNDATION DEVELOPMENT | $184,826 | $2,072 | $127,125 | $55,629 |
| FOCUS GROUP/SPECIAL EVE | $106,873 | $106,873 | ||
| GENERAL AND ADMINISTATI | $88,912 | $88,912 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,511 | TotalAmt |
| Program Services | $8,958 | ProgramServicesAmt |
| Management And General | $15,447 | ManagementAndGeneralAmt |
| Fundraising | $53,106 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,537,915 | TotalAmt |
| Program Services | $49,960,826 | ProgramServicesAmt |
| Management And General | $3,132,721 | ManagementAndGeneralAmt |
| Fundraising | $1,444,368 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,632,911 | BOYAmt |
| EOY | $7,955,238 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,838,794 | BOYAmt |
| EOY | $10,946,573 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,775,073 | BOYAmt |
| EOY | $5,919,960 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,939 | BOYAmt |
| EOY | $79,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $922,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $572,672 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,960 | BOYAmt |
| EOY | $350,053 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,907,441 | BOYAmt |
| EOY | $457,393,947 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,797,467 | BOYAmt |
| EOY | $823,564,837 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,747,765 | BOYAmt |
| EOY | $12,288,125 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,151,350 | BOYAmt |
| EOY | $1,318,497,986 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,890,887 | BOYAmt |
| EOY | $4,428,687 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,487,758 | BOYAmt |
| EOY | $1,275,506 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,378,645 | BOYAmt |
| EOY | $5,704,193 | 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 | $67,716,169 | BOYAmt |
| EOY | $70,872,009 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,044,056,536 | BOYAmt |
| EOY | $1,241,921,784 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,772,705 | BOYAmt |
| EOY | $1,312,793,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,151,350 | BOYAmt |
| EOY | $1,318,497,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $78,463,972 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $122,557,116 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,161,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,759,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,917,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,659,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,846,152 | CurrentTaxYearAmt |
| Total | $130,343,431 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,161,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,759,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,917,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,659,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,846,152 | CurrentTaxYearAmt |
| Total | $130,343,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $44,015,281 | SubstantialContributorsTotAmt |
| Public Support Total170 | $86,328,150 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,892,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,181,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,316,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,184,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,826,250 | CurrentTaxYearAmt |
| Total | $66,401,258 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $9,112 | CurrentTaxYearMinus1YearAmt |
| Total | $9,112 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $196,753,801 | TotalSupportAmt |
| Public Support CY170 | 0.43880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $938,315,090 | BeginningYearBalanceAmt |
| Contributions | $17,970,162 | ContributionsAmt |
| Investment Earnings Or Losses | $170,206,380 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,950,758 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,096,540,874 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $845,982,842 | BeginningYearBalanceAmt |
| Contributions | $5,943,921 | ContributionsAmt |
| Investment Earnings Or Losses | $114,485,256 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,096,930 | GrantsOrScholarshipsAmt |
| End Year Balance | $938,315,090 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $726,357,417 | BeginningYearBalanceAmt |
| Contributions | $33,909,929 | ContributionsAmt |
| Investment Earnings Or Losses | $104,552,075 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,836,579 | GrantsOrScholarshipsAmt |
| End Year Balance | $845,982,842 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $734,871,083 | BeginningYearBalanceAmt |
| Contributions | $27,862,929 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,628,346 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,748,249 | GrantsOrScholarshipsAmt |
| End Year Balance | $726,357,417 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $646,329,545 | BeginningYearBalanceAmt |
| Contributions | $19,156,625 | ContributionsAmt |
| Investment Earnings Or Losses | $86,517,585 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,132,672 | GrantsOrScholarshipsAmt |
| End Year Balance | $734,871,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $49,014 | InvestmentCostOrOtherBasisAmt |
| Book Value | $49,014 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,811 | DepreciationAmt |
| Book Value | $84,759 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $657,141 | OtherCostOrOtherBasisAmt |
| Depreciation | $440,861 | DepreciationAmt |
| Book Value | $216,280 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $350,053 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $823,564,837 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $823,564,837 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $254,799,004 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $122,557,116 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $122,557,116 | RevenueNotReportedAmt |
| Revenue Subtotal | $132,241,888 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $819,212 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$59,213 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $759,999 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $133,001,887 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,777,916 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,777,916 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $819,212 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$59,213 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $759,999 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $54,537,915 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; AND TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH STATE CHARITABLE SOLICITATION REGISTRATIONS ARE REQUIRED. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD 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, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2018. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -59,213. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -59,213. |
| SCHEDULE D, FORM 990, PART V: LINE 4 | DONORS MAKE PERMANENT ENDOWMENTS TO SUPPORT THE ONGOING CHARITABLE SERVICES AND MISSION OF THE ORGANIZATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENT | INVESTMENT | $35,612,812 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENT | INVESTMENT | $3,809,892 |
| NORTH AMERICA | 0 | 0 | INVESTMENT | INVESTMENT | $239,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $39,662,166 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $39,662,166 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DOCSTARS | Event1Nm |
| Gross Receipts Event1 | $228,825 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $221,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,075 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,396 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $64,291 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $228,825 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $221,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,075 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $1,396 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $64,291 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,287 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$59,212 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (72 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| YMCA OF METROPOLITAN DALLAS | ||||||||
| 601 N AKARD STREET | DALLAS | TX | 75201 | 750800696 | 501(C)(3) | $5,090 | $0 | TO SUPPORT THE YMCA OF METROPOLITAN DALLAS PROGRAMS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,326 | $0 | TO SUPPORT BRAIN CANCER RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,500 | $0 | TO SUPPORT CANCER RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $6,000 | $0 | TO SUPPORT UT SOUTHWESTERN CIRCLE OF FRIENDS PROGRAM |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $6,125 | $0 | TO SUPPORT UT SOUTHWESTERN'S COVID-19 RESPONSE FUND |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $7,750 | $0 | TO SUPPORT VARIOUS MEDICAL RESEARCH PROJECTS AT UT SOUTHWESTERN |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $8,000 | $0 | TO SUPPORT LOUISE EISEMAN FOR GERIATRICS, DR. BELINDA VICIOSO |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $8,000 | $0 | TO SUPPORT LOUISE EISEMAN FUND FOR DR. JARETT BERRY CARDIOLOGY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $9,714 | $0 | TO SUPPORT H. AND D. ADLETA CHILDREN'S PEDIATRIC ONCOLOGY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT FRIENDS OF COMPREHENSIVE CANCER CARE AND RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT UT SOUTHWESTERN'S COVID-19 RESPONSE FUND |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT THE MARKEY FAMILY FUND IN FAMILY MEDICINE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT DERMATOLOGY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT THE PETE SCHENKEL FUND FOR DEPARTMENT OF OPHTHALMOLOGY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT UT SOUTHWESTERN FRIENDS OF COMPREHENSIVE CANCER CARE AND RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT THE DIGESTIVE AND LIVER DISEASE DIV HONORING DRS. THOMAS KERR AND SHANNON TUJIOS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT UT SOUTHWESTERN LUNG TRANSPLANT PROGRAM |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT THE SHUTT FAMILY FUND FOR INNOVATIONS IN MEDICINE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT MEDICAL RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | $0 | TO SUPPORT THE CIRCLE OF FRIENDS PROGRAM AT UT SOUTHWESTERN |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,201 | $0 | TO SUPPORT UT SOUTHWESTERN'S CIRCLE OF FRIENDS PROGRAM |
| PARKLAND HEALTH & HOSPITAL SYSTEM | ||||||||
| 5200 HARRY HINES BOULEVARD | DALLAS | TX | 75235 | 756004221 | GOVERNMENT | $10,800 | $0 | SUPPORT THE PARKLAND MEMORIAL HOSPITAL NEURO-TRAUMA AWARD |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $12,500 | $0 | TO SUPPORT THE BARBARA AND DONALD ZALE FUND IN HONOR OF DR. JOEL WELLS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $13,424 | $0 | TO SUPPORT PEDIATRIC ONCOLOGY RESEARCH |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | 346576610 | 170(B)(1)(A)(VI) | $15,612 | $0 | TO SUPPORT THE THOMAS W. CROGAN, III MEMORIAL SCHOLARSHIP IN NURSING FUND |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $18,703 | $0 | TO SUPPORT MEDICAL RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $20,000 | $0 | TO SUPPORT DEPRESSION RESEARCH AND CLINICAL CARE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $20,000 | $0 | TO SUPPORT DEPRESSION RESEARCH AND CLINICAL CARE |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | ||||||||
| 821 SOUTH AYCOCK STREET | GREENSBORO | NC | 27403 | 566001468 | 170(C)(1) | $23,418 | $0 | TO SUPPORT THE BRENDA WELLING RECHTINE SCHOLARSHIP FUND |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $24,700 | $0 | TO SUPPORT HANNAY FAMILY FUND IN NEUROLOGY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | $0 | TO SUPPORT IRWIN GROSSMAN RESTRICTED FUND FOR DIABETES RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | $0 | TO SUPPORT KIDNEY DISEASE RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | $0 | TO SUPPORT UT SOUTHWESTERN EFFORTS IN MEDICAL PROGRESS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | $0 | TO SUPPORT A JUNIOR FACULTY MEMBER IN SUPPORT OF TYPE 1 DIABETES RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,594 | $0 | TO SUPPORT O'DONNELL BRAIN INSTITUTE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $30,000 | $0 | TO SUPPORT THE RAMINDER KUMAR, M.D. PROFESSORSHIP IN GENERAL INTERNAL MEDICINE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $32,000 | $0 | TO SUPPORT INTERNAL MEDICINE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $32,705 | $0 | TO SUPPORT THE O'DONNELL BRAIN INSTITUTE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $39,024 | $0 | TO SUPPORT HAROLD C. SIMMONS COMPREHENSIVE CANCER CENTER |
| THE PHOENIX HOUSE OF TEXAS INC | ||||||||
| 2351 WEST NORTHWEST HIGHWAY | DALLAS | TX | 75220 | 133810073 | 501(C)(3) | $45,330 | $0 | TO SUPPORT THE HILL FEINBERG ACADEMY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $50,000 | $0 | TO SUPPORT CLEMENTS UNIVERSITY HOSPITAL BRAIN INPATIENT TOWER |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $55,000 | $0 | TO SUPPORT UT SOUTHWESTERN'S COVID-19 RESPONSE FUND |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $74,010 | $0 | TO SUPPORT PEDIATRIC ONCOLOGY RESEARCH UNDER THE DIRECTION OF DR. ANIMESH TANDON |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $75,000 | $0 | TO SUPPORT CONSTRUCTION OF THE HAROLD C. SIMMONS OUTPATIENT CANCER CARE TOWER |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $75,000 | $0 | TO SUPPORT PEDIATRIC GASTROENTEROLOGY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $80,000 | $0 | TO SUPPORT THE JLH FOUNDATION FUND FOR TRANSPLANT PATIENTS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $80,000 | $0 | TO SUPPORT THE O'DONNELL BRAIN INSTITUTE |
| COLLIN COUNTY HEALTH CARE FOUNDATION | ||||||||
| 825 NORTH MCDONALD STREET | MCKINNEY | TX | 75069 | 756000873 | GOVERNMENT | $84,122 | $0 | TO SUPPORT THE PROGRAMS OF THE COLLIN COUNTY HEALTH DEPARTMENT |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $87,250 | $0 | TO SUPPORT GENE THERAPY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | $0 | TO SUPPORT ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | $0 | TO SUPPORT THE WILLIAM P. CLEMENTS, JR. UNIVERSITY HOSPITAL CONSTRUCTION PROJECT |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | $0 | TO SUPPORT ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | $0 | TO SUPPORT ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | $0 | TO SUPPORT ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | $0 | TO SUPPORT THE PENNY AND JESSE RALSTON BEHAVIORAL NEUROLOGY AND DEMENTIA FELLOWSHIP |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | $0 | TO SUPPORT MULTIPLE SCLEROSIS RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $105,000 | $0 | TO SUPPORT THE O'DONNELL BRAIN INSTITUTE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $150,000 | $0 | TO SUPPORT RESEARCH FOR THREE NEW INVESTIGATORS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $167,500 | $0 | TO SUPPORT UT SOUTHWESTERN AMGEN SCHOLARS PROGRAM |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $200,000 | $0 | TO SUPPORT UT SOUTHWESTERN'S DFW COVID-19 COMMUNITY PREVALENCE STUDY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $200,000 | $0 | TO SUPPORT BIPOLAR RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $200,000 | $0 | TO SUPPORT PALLIATIVE CARE PROGRAM |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $275,000 | $0 | TO SUPPORT THE CENTER FOR DEPRESSION RESEARCH AND CLINICAL CARE |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $300,000 | $0 | TO SUPPORT THE WILLIAM P. CLEMENTS, JR. UNIVERSITY HOSPITAL CONSTRUCTION PROJECT |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $573,043 | $0 | TO BE APPLIED TO OUTSTANDING HOSPITAL BILLS FOR INDIGENT, ELDERLY PATIENTS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,000,000 | $0 | TO SUPPORT RESEARCH, CENTERS, ENDOWED CHAIRS, PROFESSORSHIPS, AND OTHER PROGRAMS |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,000,591 | $0 | TO SUPPORT NEUROSCIENCE RESEARCH AT SIMMONS COMPREHENSIVE CENTER FOR NEUROLOGY |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,750,000 | $0 | TO SUPPORT THE PEDIATRIC MOOD DISORDERS NETWORK AT CENTER FOR DEPRESSION RESEARCH |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $9,000,000 | $0 | TO SUPPORT CURRENT NEEDS OF UT SOUTHWESTERN |
| UT SOUTHWESTERN | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $13,031,521 | $0 | TO SUPPORT RESEARCH, CENTERS, ENDOWED CHAIRS, PROFESSORSHIPS AND OTHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 211 | RecipientCnt |
| Cash Grant | $851,782 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION THOROUGHLY REVIEWS AND APPROVES THE USE OF GRANT FUNDS MADE TO THE UT SOUTHWESTERN MEDICAL CENTER AND OTHER CHARITABLE ORGANIZATIONS. |
| SCHEDULE I, PART III: | THE FOUNDATION MAKES SCHOLARSHIPS 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) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN M GIBSON | ||||||||||||||
| PRESIDENT AND CEO | $457,600 | $0 | $0 | $0 | $0 | $0 | $96,900 | $0 | $11,132 | $0 | $565,632 | $0 | $0 | $0 |
| KAY SCHLANKEY | ||||||||||||||
| SR VICE PRESIDENT & CFO | $228,328 | $0 | $0 | $0 | $0 | $0 | $22,833 | $0 | $2,533 | $0 | $253,694 | $0 | $0 | $0 |
| ROXANE BARRY | ||||||||||||||
| DIRECTOR OF ACCOUNTING | $131,734 | $0 | $0 | $0 | $0 | $0 | $13,173 | $0 | $10,697 | $0 | $155,604 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, LINE 4B | FormAndLineReferenceDesc |
| Explanation | KATHLEEN GIBSON, KAY SCHLANKEY, AND ROXANE BARRY EACH PARTICIPATE IN AN EXECUTIVE NON-QUALIFIED PLAN. THEIR DEFERRALS AND CONTRIBUTIONS ARE: KATHLEEN GIBSON - $77,552 KAY SCHLANKEY - $6,850 ROXANE BARRY - $2,575 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,492,575 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF GIFTS TO THE FOUNDATION. |
| PART I, LINE 32B: | THE ORGANIZATION USES A BROKERAGE SERVICE TO PROCESS AND SELL THEIR NON-CASH CONTRIBUTIONS OF PUBLIC SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SOME BOARD MEMBERS HAVE A FAMILY RELATIONSHIP WITH ONE ANOTHER. THESE RELATIONSHIPS DO NOT AFFECT THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY OF REVIEWING THE TAX RETURN TO THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SECRETARY AND ASSISTANT SECRETARY ANNUALLY REVIEW THE CODE OF CONDUCT AND CONFLICT OF INTEREST STATEMENTS FOR ANY CHANGES AND/OR NEW DISCLOSURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DETERMINES COMPENSATION UPON THE REVIEW AND APPROVAL: - EXECUTIVE COMPENSATION COMMITTEE FOR THE PRESIDENT AND CEO - PERSONNEL COMMITTEE FOR ALL OTHER OFFICERS |
| FORM 990, PART VI, SECTION C, LINE 19 | IF THE ORGANIZATION RECEIVES A DOCUMENT REQUEST, THEY EVALUATE THE REQUESTS AND PROVIDE THE ORGANIZATIONAL AND GOVERNING DOCUMENTS ON A CASE BY CASE BASIS. |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS. |
| FORM 990, PAGE 1, LINE 8: | THE AMOUNT ON PAGE 1, LINE 8 INCLUDES AN ADJUSTMENT FOR THE INCREASE IN VALUE OF SPLIT INTEREST CONTRIBUTIONS OF $1,187,432. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWMF PROPERTIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 MAPLE AVE SUITE 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752838956 | EIN |
| Primary Activities | PROVIDE FUNDS TO SUPPORT THE CHARITABLE ACTIVITIES OF SW MEDICAL FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWMF PROPERTIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $534,365 | InvolvedAmt |
| Method Of Amount Determination | FAIR VALUE | MethodOfAmountDeterminationTxt |
Comments