2020-11-10T14:07:15-06:00 2019-12-31 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE SUITE 400 DALLAS TX 75225 990 2019-01-01 750945939 SOUTHWESTERN MEDICAL FOUNDATION SOUT 2143516143 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 KATHLEEN M GIBSON PRESIDENT 2143516143 2020-11-06 1 CURTIS MAXFIELD P00445178 2143939300 71.131.70.48 2020-11-06 15:38:30 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C9CC508B603D8A41B6E0CF17653875976BD10DA7 2019 2021-01-29 14:40:06Z KATHLEEN M GIBSON 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 132009063 0 X WWW.SWMEDICAL.ORG X 1939 TX 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. 123 122 18 0 0 2423191 37759024 17917525 0 0 45519860 32067420 1729390 968458 85008274 50953403 32335376 28499481 0 0 1946344 2009743 0 0 1308015 2674447 3086056 36956167 33595280 48052107 17358123 899668915 1007095047 5756067 5798938 893912848 1001296109 X 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. 0 0 29403082 28499481 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. 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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. SCHEDULE D, FORM 990, PART V: LINE 4 DONORS MAKE PERMANENT ENDOWMENTS TO SUPPORT THE ONGOING CHARITABLE SERVICES AND MISSION OF THE ORGANIZATION. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT INVESTMENT 41825937 EAST ASIA AND THE PACIFIC 0 0 INVESTMENT INVESTMENT 1783428 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENT INVESTMENT 818683 NORTH AMERICA 0 0 INVESTMENT INVESTMENT 382212 0 0 0 0 0 0 44810260 0 44810260 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 (TAMEST) THE ACADEMY OF MEDICINE ENGINEERING & SCIENCE OF TEXAS 1616 GUADALUPE STREET SUITE 3304 AUSTIN TX 78701 201014851 501(C)(3) 5000 COMMUNITY EVENT BIONORTH TX 2330 INWOOD ROAD SUITE 340 DALLAS TX 75235 471752944 N/A 5000 COMMUNITY EVENT CHILDREN'S MEDICAL CENTER OF DALLAS 2777 STEMMONS FREEWAY SUITE 1089 DALLAS TX 75207 750800628 501(C)(3) 261000 ONCE UPON A TIME FOUNDATION FUND TO SUPPORT DR. SEAN MORRISON'S RESEARCH ON MELANOMA CHILDREN'S MEDICAL CENTER OF DALLAS 2777 STEMMONS FREEWAY SUITE 1089 DALLAS TX 75207 750800628 501(C)(3) 250000 ONCE UPON A TIME FOUNDATION FUND TO SUPPORT DR. RALPH DEBERARDINIS' RESEARCH ON CHILDHOOD METABOLIC DISEASES COLLIN COUNTY HEALTH CARE FOUNDATION 825 NORTH MCDONALD STREET MCKINNEY TX 75069 756000873 501(C)(3) 81882 GIFT FROM HENRY L. & LAURA H. SHOAP MEMORIAL FUND TO SUPPORT THE PROGRAMS OF THE COLLIN COUNTY HEALTH DEPARTMENT HEALTH WILDCATTERS II LLC 1910 PACIFIC 20000 DALLAS TX 75201 812295728 N/A 10000 COMMUNITY EVENT PARKLAND FOUNDATION 1341 W MOCKINGBIRD LANE SUITE 1100E 1100E DALLAS TX 75247 752089180 170(B)(1)(A)(VI) 125000 KARL AND ESTHER HOBLITZELLE FUND TO SUPPORT CONSTRUCTION OF A COMPREHENSIVE BREAST CANCER CENTER AT PARKLAND HEALTH HOSPITAL SYSTEM PEGASUS FOUNDATION DALLAS INSTITUTE OF HUMANITIES AND CULTURE 2719 ROUTH STREET DALLAS TX 75201 751721049 170(B)(1)(A)(VI) 5000 COMMUNITY EVENT THE ACKERMAN CENTER FOR HOLOCAUST STUDIES 800 W CAMPBELL ROAD JO 31 RICHARDSON TX 75080 751305566 N/A 5000 COMMUNITY EVENT THE PHOENIX HOUSE OF TEXAS INC 2351 WEST NORTHWEST HIGHWAY DALLAS TX 75220 133810073 501(C)(3) 44128 GIFT FROM T. BOONE PICKENS SCHOLARSHIP ENDOWMENT FUND TO SUPPORT HILL FEINBERG ACADEMY THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN 2904 FLOYD STREET SUITE A DALLAS TX 75204 461332547 170(B)(1)(A)(VI) 5000 COMMUNITY EVENT UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 821 SOUTH AYCOCK STREET GREENSBORO NC 27403 566001468 170(C)(1) 22746 GIFT FROM GLENN AND JOANN RECHTINE TO SUPPORT THE BRENDA WELLING RECHTINE SCHOLARSHIP FUND UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 14112 VARIOUS DONORS TO SUPPORT C. JAMES CARRICO CHAIR IN TRAUMA UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 15000 GENETECH USA TO SUPPORT THE MULTIPLE SCLEROSIS IN HAWAII 2019 EVENT UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 13875 VARIOUS DONORS TO SUPPORT MEDICAL RESEARCH AT UT SOUTHWESTERN'S HOSPITALS AND CLINICS UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 15000 REAR ADMIRAL ROBERT SMITH AND MRS. MARY SUE SMITH TO SUPPORT LEWY BODY DEMENTIA RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10506 MR. AND MRS. WILLIAM J. GOODWIN TO SUPPORT ACTIVITIES AT UT SOUTHWESTERN'S HOSPITALS AND CLINICS UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10500 MR. AND MRS. CLINT W. MURCHISON, III TO SUPPORT CLINT MURCHISON FUND FOR PALLIATIVE CARE UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 18506 MR. AND MRS. DANIEL G. ROUTMAN TO SUPPORT UT SOUTHWESTERN'S CIRCLE OF FRIENDS PROGRAM UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 20847 GRAND AERIE FRATERNAL ORDER OF EAGLES TO SUPPORT CANCER IMMUNOTHERAPY RESEARCH UNDER THE DIRECTION OF DR. DAVID GERBER UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10002 BENEVITY COMMUNITY IMPACT FUND TO SUPPORT SURF1 GENE THERAPY RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 21000 THE KUTTERUF AND ROBINSON FUND OF INNOVIA FOUNDATION TO SUPPORT DRS. ANITA E. ROBINSON AND G. CHRIS KUTTERUF ALUMNI FUND UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 MRS. RUTH E. ROBINSON TO SUPPORT EDGAR AND RUTH ROBINSON CANCER RESEARCH FUND SUPPORTING DR. ROBERT COLLINS UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 MS. SUE SIDDONS DUVALL TO SUPPORT THE HEMATOLOGIC MALIGNANCIES AND MEMATOLOGIC CELL TRANSPLANTATION PROGRAM UNDER THE DIRECTION OF DR. ROBERT H. COLLINS, JR. UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 THE HENRY FOUNDATION TO SUPPORT SURF1 RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 EMANUELSON FAMILY CHARITABLE FUND OF BANK OF AMERICA TO SUPPORT UT SOUTHWESTERN'S CIRCLE OF FRIENDS PROGRAM UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 MRS. BEN H. SPARKMAN TO SUPPORT MR. AND MRS. BEN H. SPARKMAN INTERNAL MEDICINE FUND UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 DR. KERN WILDENTHAL FACULTY AND STAFF FUND FOR THE BENEFIT OF UT SOUTHWESTERN MEDICAL CENTER UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 8511 PAUL H. AND CLEO BRANDT FUND OF THE COMMUNITY FOUNDATION OF NORTH TEXAS TO SUPPORT NEURO-METABOLIC DISEASE RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 8128 VARIOUS DONORS TO SUPPORT ACTIVITIES BENEFITTING UT SOUTHWESTERN UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7850 VARIOUS DONORS TO SUPPORT ONE WING FOUNDATION UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 ALCON FOUNDATION TO SUPPORT THE 2019 BALL FOR EYE RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 BARBARA GLAZER ROSENBLATT AND RANDALL LEE ROSENBLATT FAMILY FUND OF DALLAS JEWISH COMMUNITY FOUNDATION TO SUPPORT THE PROFESSORSHIP IN PULMONARY MEDICINE, IN HONOR OF DR. JOSEPH VIROSLAV UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 M.O.B. FAMILY FOUNDATION TO SUPPORT OPHTHALMOLOGY RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 NOVAKOV FAMILY TO SUPPORT UT SOUTHWESTERN'S CIRCLE OF FRIENDS PROGRAM UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 MR. AND MRS. RANGARAJAN VASUDEVAN TO SUPPORT SURF1 GENE THERAPY RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 HILLTOP HOLDING, INC. TO SUPPORT THE O'DONNELL BRAIN INSTITUTE UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 10000 PAT AND PETE SCHENKEL CHARITABLE FUND OF JPMORGAN CHARITABLE GIVING FUND TO SUPPORT PETE SCHENKEL FUND FOR DEPARTMENT OF OPHTHALMOLOGY UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7762071 SEMI-ANNUAL DISTRIBUTION 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) 25000 VIRGINIA HOBBS CHARITABLE TRUST TO SUPPORT TAUOPATHY RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 NOVARTIS PHARMACEUTICALS CORPORATION TO SUPPORT MULTIPLE SCLEROSIS IN HAWAII 2019 EVENT UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 110000 HARRY W. BASS, JR. FOUNDATION TO SUPPORT THE PETER O'DONNELL, JR. BRAIN INSTITUTE UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 167500 AMGEN FOUNDATION TO SUPPORT AMGEN SCHOLARS PROGRAM UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 200000 HAWN FOUNDATION FUND OF COMMUNITIES FOUNDATION OF TEXAS TO SUPPORT THE JOHN SLOAN (TREY) LEONARD III, FUND FOR BIPOLAR DISORDER RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 300000 HOGLUND FOUNDATION TO SUPPORT DR. CRAIG RUBIN FOR FACULTY RECRUITMENT OF GERIATRICIANS AND FOR DR. JOEL WELLS FOR HIP SURGERY OUTCOMES DATABASE AND RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 300000 MEADOWS FOUNDATION TO SUPPORT THE EXPANDING NUMBER OF COMMUNITY CLINICS THAT SCREEN FOR AND TREAT DEPRESSION UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 336186 MR. FREDERICK E. ROWE, JR. TO SUPPORT MOVEMENT DISORDERS RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 103325 VARIOUS DONORS TO SUPPORT NANCY WIENER MARCUS FUND FOR PANCREATIC CANCER PREVENTION RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 400000 HOBLITZELLE FOUNDATION TO PURCHASE A MAGNETOENCEPHALOGRAPHY (MEG) MACHINE UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 682576 HAROLD AND ANNETTE SIMMONS TO SUPPORT NEUROSCIENCE RESEARCH AT THE HAROLD AND ANNETTE SIMMONS COMPREHENSIVE CENTER FOR RESEARCH AND TREATMENT IN BRAIN AND NEUROLOGICAL DISORDERS UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1000000 HERSH FOUNDATION TO SUPPORT DEPRESSION AND MOOD MANAGEMENT RESEARCH UNDER THE DIRECTION OF DR. MADHUKAR TRIVEDI UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1750000 REES-JONES FOUNDATION TO SUPPORT AN EXPANSION OF THE PEDIATRIC MOOD DISORDERS NETWORK AT THE CENTER FOR DEPRESSION RESEARCH AND CLINICAL CARE UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 1805263 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) 1895700 2019-2020 UNRESTRICTED ANNUAL GRANT UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 7475897 SEMI-ANNUAL DISTRIBUTION 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) 566779 MARY R. SANER ENDOWMENT FUND FOR ANNUAL GRANT 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) 100000 DR. ROBERT C. AND VERONICA ATKINS TO SUPPORT ATKINS CHAIR IN OBESITY AND DIABETES RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 100000 LOWE FOUNDATION TO SUPPORT ADVANCING NEW THERAPIES FOR GLIOBLASTOMA BY EXPANDING THE MOUSE MODELS PROGRAM UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 93034 LUPE MURCHISON FOUNDATION FUND FOR ENDOWED SCHOLARS TO SUPPORT THE RESEARCH ENDEAVORS OF DR. JIAN ZHOU, A MURCHISON SCHOLAR UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 HANNAY GIVING FUND OF FIDELITY CHARITABLE TO SUPPORT THE NEUROLOGY CLINIC FOR HEADACHE AND FACIAL PAIN UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 THE FALLEN FAMILY FUND OF COMMUNITIES FOUNDATION OF TEXAS TO SUPPORT THE PETER O'DONNELL, JR. BRAIN INSTITUTE UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 MR. AND MRS. MICHAEL R. BAYLOR TO SUPPORT CANCER RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 CELGENE CORPORATION TO SUPPORT MULTIPLE SCLEROSIS IN HAWAII 2019 EVENT UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 27219 IDA M. GREEN FUND TO SUPPORT THE ACTIVITIES OF THE WOMEN IN SCIENCE AND MEDICINE ADVISORY COMMITTEE FOR FY20 UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 34521 VARIOUS DONORS TO SUPPORT THE CAMPAIGN FOR THE BRAIN UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 MMK FOUNDATION TO SUPPORT KIDNEY DISEASE RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 35000 ALLERGAN FOUNDATION TO SUPPORT THE RETROSPECTIVE REVIEW: BREAST RECONSTRUCTION PROGRAM UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 40693 VARIOUS DONORS TO SUPPORT VARIOUS ACTIVITIES AT UT SOUTHWESTERN UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 50000 BIOGEN TO SUPPORT MULTIPLE SCLEROSIS IN HAWAII 2019 EVENT UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 50000 DR. AND MRS. CHARLES H. FISHER TO SUPPORT RESEARCH UNDER THE DIRECTION OF ZHIJIAN CHEN, PH.D. UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 50000 KAVLI FOUNDATION TO SUPPORT KAVLI FUTURES SYMPOSIUM ON ULTRASOUND CONTRAST MEDIA RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 75000 MMK FOUNDATION TO SUPPORT PEDIATRIC GASTROENTEROLOGY UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 80000 JLH FOUNDATION TO SUPPORT TRANSPLANT PATIENT SERVICES UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 36000 GRACE SCIENCE FUND OF THE SAN FRANCISCO FOUNDATION FOR NGLY1 DEFICIENCY RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 850000 FAIR MARKET VALUE DR. JOSEPH L. GOLDSTEIN BRONZE OUTDOOR SCULPTURE DR. JOSEPH L. GOLDSTEIN BRONZE OUTDOOR SCULPTURE YOUNGSTOWN STATE UNIVERSITY FOUNDATION 655 WICK AVENUE YOUNGSTOWN OH 44502 346576610 170(B)(1)(A)(V) 15164 GIFT FROM GLENN AND JOANN RECHTINE TO SUPPORT THE THOMAS W. CROGAN, III MEMORIAL SCHOLARSHIP IN NURSING FUND 9 4 SCHOLARSHIPS 232 620750 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. 1 X X X X X 0 1 0 0 0 0 0 0 0 KATHLEEN M GIBSON PRESIDENT AND CEO 457600 0 0 0 0 0 67400 0 16580 0 541580 0 0 0 KAY SCHLANKEY SENIOR VICE PRESIDENT & CFO 207600 0 0 0 0 0 20760 0 18141 0 246501 0 0 0 ROXANE BARRY DIRECTOR OF ACCOUNTING 124345 0 0 0 0 0 12435 0 15772 0 152552 0 0 0 FORM 990, SCHEDULE J, LINE 4B KATHLEEN GIBSON AND KAY SCHLANKEY EACH PARTICIPATE IN AN EXECUTIVE NON-QUALIFIED PLAN. THEIR DEFERRALS AND CONTRIBUTIONS ARE: KATHLEEN GIBSON - $48,552 KAY SCHLANKEY - $6,228 X 35 4776651 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BROKERAGE SERVICE TO PROCESS AND SELL THEIR NON-CASH CONTRIBUTIONS OF PUBLIC SECURITIES. 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 IX, LINE 24E GENERAL AND ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 46,002. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,002. MEMBERSHIP AND DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,833. FUNDRAISING EXPENSES 24,000. TOTAL EXPENSES 27,833. 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 $542,686. SWMF PROPERTIES INC 3889 MAPLE AVE SUITE 100 DALLAS TX 75219 752838956 PROVIDE FUNDS TO SUPPORT THE CHARITABLE ACTIVITIES OF SW MEDICAL FOUNDATION TX 501(C)(3) 11A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SWMF PROPERTIES INC C 139274 FAIR VALUE