SOUTHWESTERN MEDICAL FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN MEDICAL FOUNDATION (EIN 75-0945939)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349311915
- Schema version
- 2018v3.1
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T16:13:34-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 NO 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 | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.51.12.244 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 13:11:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5AB0508C917B9D793C9B3D17A0B80BA1E12A49C9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | 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 NO 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $324,961,706 | 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 | 131 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 130 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $21,161 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,161,363 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,759,024 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,689,199 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,519,860 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,883,603 | PYOtherRevenueAmt |
| CY Other Revenue | $1,729,390 | CYOtherRevenueAmt |
| PY Total Revenue | $69,734,165 | PYTotalRevenueAmt |
| CY Total Revenue | $85,008,274 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,360,315 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,335,376 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,758,478 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,946,344 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,142,106 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,517,802 | PYOtherExpensesAmt |
| CY Other Expenses | $2,674,447 | CYOtherExpensesAmt |
| PY Total Expenses | $37,636,595 | PYTotalExpensesAmt |
| CY Total Expenses | $36,956,167 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,097,570 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $48,052,107 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $931,439,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $899,668,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,411,193 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,756,067 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $925,027,876 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $893,912,848 | 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 | $33,180,686 | ExpenseAmt |
| Grant | $32,335,376 | 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 | $33,180,686 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 131 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 130 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | DE | 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 | ND | 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 (136 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN M GIBSON | ||||||||
| PRESIDENT AND CEO | 40.00 | 0.25 | Yes (X) | Yes (X) | $457,600 | $0 | $76,375 | |
| ALFREDA B NORMAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ALICE WORSHAM BASS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| AMB ROBERT JORDAN RET | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ANDERSEN C FISHER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY B LYLE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE BASS SMITH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CAREN KLINE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS G PENA | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CAROL R WEST | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CARTER MONTGOMERY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CATE FORD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE B TAYLOR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE MARCUS ROSE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES ANDERSON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES E NEARBURG | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES W MATTHEWS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE JONES ANDERSON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| CONNIE O'NEILL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL G ROUTMAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL K PODOLSKY MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B HOLL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B MILLER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID C HALEY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID O BROWN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R CORRIGAN | ||||||||
| TRUSTEE | 0.25 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DAVID T SEATON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE SCRIPPS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ERIC JOHNSON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE SHAPIRO | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| GARY C KELLY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE E SEAY III | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE W WHARTON MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| GIL J BESING | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| GLORIA EULICH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| GUILLERMO PERALES | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN B KORENVAES | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN R CROW | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HILL A FEINBERG | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HOLLAND P GARY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD M MEYERS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| HUNTER L HUNT | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| J HALE HOAK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| J ROBERT BROWN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C OBERWETTER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KEYES | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R HUFFINES | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JAN HART BLACK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE L PHILLIPS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER J EAGLE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JERE W THOMPSON JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JERRY V SMITH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JILL C BEE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C TOLLESON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOHN L ADAMS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH M JODY GRANT | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH M DEPINTO | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE LACERTE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JUDY GIBBS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JULIE K HERSH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN W HALL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KATIE H ROBBINS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KAY Y MORAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KELCY L WARREN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KELLY E ROACH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KERN WILDENTHAL MD PHD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KIP TINDELL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KIT TENNISON MONCRIEF | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| KNEELAND C YOUNGBLOOD MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LAQUITA C HALL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LELAND R BURK | ||||||||
| TRUSTEE | 0.25 | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| LINDA CUSTARD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LINDA HARBIN ROBUCK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LINDA P EVANS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LISA TROUTT | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LUCY BILLINGSLEY | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| LYDIA H NOVAKOV | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET VONDER HOYA | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARK GIBSON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARK LANGDALE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARK ZALE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA S WILLIAMS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN J STONE MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MARY MCDERMOTT COOK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MATRICE ELLIS-KIRK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW K ROSE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MCHENRY T TICHENOR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S RAWLINGS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NANCY CAIN MARCUS PHD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NANCY S HALBREICH | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE G SMALL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| NITA P CLARK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| PAUL W HARRIS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| PAULINE MEDRANO | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| PETER A KRAUS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RALPH W BABB JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RANDY BEST | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RANDY BOWMAN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RAY NIXON JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RENA M PEDERSON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| REX V JOBE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E HOFFMAN MD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD K TEMPLETON | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD R POLLOCK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W FISHER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A ESTRADA | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT B ROWLING | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H DEDMAN JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J SCHLEGEL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L KAMINSKI | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W BEST | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| ROLF R HABERECHT PHD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| RONALD W HADDOCK | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| S TODD MACLIN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL D LOUGHLIN | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA STREET ESTESS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| SATISH GUPTA | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN BUTT | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN H SANDS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN S SCHIFF | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| STUART FITTS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| T BOONE PICKENS JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TED C SKOKOS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY ELLER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TODD WILLIAMS | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| TOM LUCE | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| W KELVIN WALKER | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| W PLACK CARR JR | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E BILLY ROSENTHAL | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM S MCINTYRE IV | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM S SPEARS PHD | ||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| EMILY DAVIS | ||||||||
| ASSISTANT CORPORATE SECRETARY | 40.00 | Yes (X) | $40,000 | $0 | $2,956 | |||
| KATY SINOR | ||||||||
| CORPORATE SECRETARY | 40.00 | 0.25 | Yes (X) | $109,432 | $0 | $13,664 | ||
| KAY SCHLANKEY | ||||||||
| SENIOR VICE PRESIDENT & CFO | 40.00 | 0.25 | Yes (X) | $197,600 | $0 | $38,886 | ||
| ALEX SIZEMORE | ||||||||
| DIRECTOR OF DONOR RELATIONS | 40.00 | $110,750 | $0 | $21,212 | Yes (X) | |||
| ROXANE BARRY | ||||||||
| SENIOR MANAGER OF ACCOUNTING | 40.00 | 0.25 | $117,745 | $0 | $27,961 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,033,127 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $181,054 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| FUND EVALUATION GROUP | |||||
| 201 EAST FIFTH STREET SUITE 1600 | CINCINNATI | OH | 45202 | INVESTMENT MANAGEMENT | $271,353 |
| NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE STREET | CHICAGO | IL | 60675 | INVESTMENT MANAGEMENT | $243,033 |
| HUNTON ANDREWS KURTH LLP | |||||
| 1445 ROSS AVENUE SUITE 3700 | DALLAS | TX | 75202 | LEGAL SERVICES | $225,020 |
| PEOPLE PERFORMANCE RESOURCES LLC | |||||
| 1914 SKILLMAN STREET SUITE 110153 | DALLAS | TX | 75206 | HR MANAGEMENT SERVICES | $217,437 |
| THE BRAYTON GROUP | |||||
| 5128 SEA PINES DRIVE | DALLAS | TX | 75287 | MARKETING SERVICES | $138,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $210,035 | FundraisingAmt |
| Related Organizations | $2,321,421 | RelatedOrganizationsAmt |
| All Other Contributions | $35,227,568 | AllOtherContributionsAmt |
| Noncash Contributions | $185,010 | NoncashContributionsAmt |
| Total Contributions | $37,759,024 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,420,268 | TotalRevenueColumnAmt |
| Exclusion | $14,420,268 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,761,545 | TotalRevenueColumnAmt |
| Exclusion | $1,761,545 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $253,954,800 | SecuritiesAmt |
| Other | $17,038,369 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $222,003,288 | SecuritiesAmt |
| Other | $17,890,289 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,951,512 | SecuritiesAmt |
| Other | -$851,920 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,099,592 | TotalRevenueColumnAmt |
| Exclusion | $31,099,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,900 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $210,035 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $59,855 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,955 | TotalRevenueColumnAmt |
| Exclusion | -$40,955 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,800 | TotalRevenueColumnAmt |
| Exclusion | $8,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,800 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,008,274 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,249,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,808,669 | TotalAmt |
| Program Services | $31,808,669 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,707 | TotalAmt |
| Program Services | $526,707 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,633 | TotalAmt |
| Program Services | $233,213 | ProgramServicesAmt |
| Management And General | $304,324 | ManagementAndGeneralAmt |
| Fundraising | $227,096 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,983 | TotalAmt |
| Program Services | $232,405 | ProgramServicesAmt |
| Management And General | $303,269 | ManagementAndGeneralAmt |
| Fundraising | $226,309 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,987 | TotalAmt |
| Program Services | $48,977 | ProgramServicesAmt |
| Management And General | $65,318 | ManagementAndGeneralAmt |
| Fundraising | $47,692 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,333 | TotalAmt |
| Program Services | $43,447 | ProgramServicesAmt |
| Management And General | $80,297 | ManagementAndGeneralAmt |
| Fundraising | $40,589 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,408 | TotalAmt |
| Program Services | $28,498 | ProgramServicesAmt |
| Management And General | $37,159 | ManagementAndGeneralAmt |
| Fundraising | $27,751 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,712 | TotalAmt |
| Management And General | $104,712 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,021 | TotalAmt |
| Program Services | $6,909 | ProgramServicesAmt |
| Management And General | $127,384 | ManagementAndGeneralAmt |
| Fundraising | $6,728 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,397 | TotalAmt |
| Management And General | $728,397 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,873 | TotalAmt |
| Program Services | $39,649 | ProgramServicesAmt |
| Management And General | $127,613 | ManagementAndGeneralAmt |
| Fundraising | $38,611 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,488 | TotalAmt |
| Fundraising | $63,488 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,005 | TotalAmt |
| Program Services | $17,993 | ProgramServicesAmt |
| Management And General | $23,629 | ManagementAndGeneralAmt |
| Fundraising | $47,383 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,633 | TotalAmt |
| Program Services | $48,343 | ProgramServicesAmt |
| Management And General | $63,084 | ManagementAndGeneralAmt |
| Fundraising | $78,206 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,300 | TotalAmt |
| Program Services | $100,742 | ProgramServicesAmt |
| Management And General | $131,459 | ManagementAndGeneralAmt |
| Fundraising | $98,099 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,350 | TotalAmt |
| Management And General | $4,303 | ManagementAndGeneralAmt |
| Fundraising | $47 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,173 | TotalAmt |
| Program Services | $8,771 | ProgramServicesAmt |
| Management And General | $26,089 | ManagementAndGeneralAmt |
| Fundraising | $17,313 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,640 | TotalAmt |
| Management And General | $72,640 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,140 | TotalAmt |
| Management And General | $95,140 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS | $248,593 | $36,363 | $149,884 | $62,346 |
| FOUNDATION DEVELOPMENT | $173,446 | $144,998 | $28,448 | |
| FOCUS GROUP/SPECIAL EVE | $108,810 | $108,810 | ||
| GENERAL AND ADMINISTRAT | $41,054 | $41,054 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,812 | TotalAmt |
| Management And General | $2,622 | ManagementAndGeneralAmt |
| Fundraising | $23,190 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,956,167 | TotalAmt |
| Program Services | $33,180,686 | ProgramServicesAmt |
| Management And General | $2,633,375 | ManagementAndGeneralAmt |
| Fundraising | $1,142,106 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,921,740 | BOYAmt |
| EOY | $4,391,492 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,285,185 | BOYAmt |
| EOY | $13,188,620 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,132,346 | BOYAmt |
| EOY | $30,701,169 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,382 | BOYAmt |
| EOY | $28,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $821,698 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $429,879 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,621 | BOYAmt |
| EOY | $391,819 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,221,882 | BOYAmt |
| EOY | $406,902,283 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,273,363 | BOYAmt |
| EOY | $430,259,429 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,106,550 | BOYAmt |
| EOY | $13,805,702 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,439,069 | BOYAmt |
| EOY | $899,668,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,974,693 | BOYAmt |
| EOY | $4,246,048 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,500 | BOYAmt |
| EOY | $1,510,019 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,411,193 | BOYAmt |
| EOY | $5,756,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,082,237 | BOYAmt |
| EOY | $57,261,023 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,533,196 | BOYAmt |
| EOY | $406,285,484 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,412,443 | BOYAmt |
| EOY | $430,366,341 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,027,876 | BOYAmt |
| EOY | $893,912,848 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,439,069 | BOYAmt |
| EOY | $899,668,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $48,052,107 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$79,167,135 | 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 | $9,850,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,116,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,649,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,161,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,759,024 | CurrentTaxYearAmt |
| Total | $140,535,862 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,850,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,116,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,649,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,161,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,759,024 | CurrentTaxYearAmt |
| Total | $140,535,862 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $48,967,082 | SubstantialContributorsTotAmt |
| Public Support Total170 | $91,568,780 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,542,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,479,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,539,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,892,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,181,813 | CurrentTaxYearAmt |
| Total | $62,635,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $203,171,720 | TotalSupportAmt |
| Public Support CY170 | 0.45070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50610 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $622,252,244 | BeginningYearBalanceAmt |
| Contributions | $6,264,327 | ContributionsAmt |
| Investment Earnings Or Losses | $39,809,651 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,253,678 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,742,999 | OtherExpendituresAmt |
| End Year Balance | $646,329,545 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $633,804,088 | BeginningYearBalanceAmt |
| Contributions | $23,675,884 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,052,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,385,074 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,790,381 | OtherExpendituresAmt |
| End Year Balance | $622,252,244 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $615,561,026 | BeginningYearBalanceAmt |
| Contributions | $6,156,571 | ContributionsAmt |
| Investment Earnings Or Losses | $28,084,160 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,997,669 | GrantsOrScholarshipsAmt |
| End Year Balance | $633,804,088 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23710 | 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 | $202,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,745 | DepreciationAmt |
| Book Value | $130,417 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $570,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $358,134 | DepreciationAmt |
| Book Value | $212,388 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $391,819 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $430,259,429 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $430,259,429 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,112,740 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$79,167,135 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$79,167,135 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,279,875 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $728,399 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $728,399 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $85,008,274 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,227,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,227,768 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $728,399 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $728,399 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,956,167 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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 NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN 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 2015. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REALIZED GAINS ON INVESTMENTS |
| SCHEDULE D, FORM 990, PART V: LINE 4 | DONORS MAKE PERMANENT ENDOWMENTS TO SUPPORT THE ONGOING CHARITABLE SERVICES AND MISSION OF THE ORGANIZATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DOCSTARS | Event1Nm |
| Gross Receipts Event1 | $228,935 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $210,035 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,900 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $26,672 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,873 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,310 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $228,935 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $210,035 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,900 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $26,672 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,873 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,310 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $59,855 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$40,955 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (94 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BIONORTH TX | |||||||
| 2330 INWOOD ROAD SUITE 340 | DALLAS | TX | 75235 | 471752944 | N/A | $5,000 | COMMUNITY EVENT |
| HEALTH WILDCATTERS II LLC | |||||||
| 1910 PACIFIC 20000 | DALLAS | TX | 75201 | 812295728 | N/A | $5,000 | COMMUNITY EVENT |
| AMERICAN ACADEMY OF RESTORATIVE DENTISTRY | |||||||
| PO BOX 1764 | BROKEN ARROW | OK | 74013 | 410843827 | 501(C)(3) | $35,000 | TO SUPPORT THE EDUCATIONAL EFFORTS OF THE AMERICAN ACADEMY OF RESTORATIVE DENTISTRY |
| TAMEST (THE ACADEMY OF MEDICINE ENGINEERING & SCIENCE OF TEXAS) | |||||||
| 1616 GUADALUPE STREET SUITE 3304 | AUSTIN | TX | 78701 | 201014851 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| CHILDRENS MEDICAL CENTER OF DALLAS | |||||||
| 2777 STEMMONS FREEWAY SUITE 1089 | DALLAS | TX | 75207 | 750800628 | 501(C)(3) | $254,000 | GIFT FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT DR. SEAN MORRISON'S RESEARCH ON MELANOMA |
| CHILDRENS MEDICAL CENTER OF DALLAS | |||||||
| 2777 STEMMONS FREEWAY SUITE 1089 | DALLAS | TX | 75207 | 750800628 | 501(C)(3) | $250,000 | GIFT FROM ONCE UPON A TIME (OUAT) FOUNDATION FUND TO SUPPORT DR. DEBERARDINIS' RESEARCH ON CHILDHOOD METABOLIC DISEASES |
| COLLIN COUNTY HEALTH CARE FOUNDATION | |||||||
| 825 NORTH MCDONALD STREET | MCKINNEY | TX | 75069 | 756000873 | 501(C)(3) | $40,585 | GIFT FROM HENRY L. & LAURA H. SHOAP MEMORIAL FUND TO SUPPORT THE PROGRAMS OF THE COLLIN COUNTY HEALTH DEPARTMENT |
| COLLIN COUNTY HEALTH CARE FOUNDATION | |||||||
| 825 NORTH MCDONALD STREET | MCKINNEY | TX | 75069 | 756000873 | 501(C)(3) | $40,585 | GIFT FROM HENRY L. & LAURA H. SHOAP MEMORIAL FUND TO SUPPORT THE PROGRAMS OF THE COLLIN COUNTY HEALTH DEPARTMENT |
| DALLAS COMMITTEE ON FOREIGN RELATIONS | |||||||
| PO BOX 847 | MCKINNEY | TX | 75070 | 752177452 | 501(C)(3) | $5,000 | COMMUNITY EVENT |
| THE PHOENIX HOUSE OF TEXAS INC | |||||||
| 2351 WEST NORTHWEST HIGHWAY | DALLAS | TX | 75220 | 133810073 | 501(C)(3) | $21,865 | GIFT FROM T. BOONE PICKENS SCHOLARSHIP ENDOWMENT FUND TO SUPPORT HILL FEINBERG ACADEMY |
| THE PHOENIX HOUSE OF TEXAS INC | |||||||
| 2351 WEST NORTHWEST HIGHWAY | DALLAS | TX | 75220 | 133810073 | 501(C)(3) | $21,865 | GIFT FROM T. BOONE PICKENS SCHOLARSHIP ENDOWMENT FUND TO SUPPORT HILL FEINBERG ACADEMY |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||
| 821 SOUTH AYCOCK STREET | GREENSBORO | NC | 27403 | 566001468 | 170(C)(1) | $11,067 | GIFT FROM GLENN AND JOANN RECHTINE TO SUPPORT THE BRENDA WELLING RECHTINE SCHOLARSHIP FUND |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||
| 821 SOUTH AYCOCK STREET | GREENSBORO | NC | 27403 | 566001468 | 170(C)(1) | $11,067 | GIFT FROM GLENN AND JOANN RECHTINE TO SUPPORT THE BRENDA WELLING RECHTINE SCHOLARSHIP FUND |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 1100 | DALLAS | TX | 75247 | 752089180 | 170(B)(1)(A)(VI) | $125,000 | GIFT FROM THE HOBLITZELLE FOUNDATION TO SUPPORT CONSTRUCTION OF A COMPREHENSIVE BREAST CENTER AT PARKLAND HEALTH HOSPITAL SYSTEM |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 1100 | DALLAS | TX | 75247 | 752089180 | 170(B)(1)(A)(VI) | $125,000 | GIFT RECEIVED FROM HOBLITZELLE FOUNDATION TO SUPPORT BREAST CARE AT PARKLAND |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 01605 | 131846366 | 170(B)(1)(A)(VI) | $5,000 | COMMUNITY EVENT |
| THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN | |||||||
| 2904 FLOYD STREET SUITE A | DALLAS | TX | 75204 | 461332547 | 170(B)(1)(A)(VI) | $5,000 | COMMUNITY EVENT |
| JEWISH FAMILY SERVICES OF DALLAS | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | 751992728 | 170(B)(1)(A)(VI) | $5,000 | COMMUNITY EVENT |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | |||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | 346576610 | 170(B)(1)(A)(VI) | $14,756 | GIFT FROM GLENN AND JOANN RECHTINE 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) | $1,055,337 | 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) | $10,000 | GIFT FROM MRS. RUTH E. ROBINSON AND FAMILY TO SUPPORT THE EDGAR AND RUTH ROBINSON CANCER RESEARCH FUND UNDER DR. ROBERT COLLINS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000 | GIFT FROM GASKINS FAMILY DONOR ADVISED FUND OF COMMUNITIES FOUNDATION OF OKLAHOMA TO SUPPORT PRESIDENT'S RESEARCH COUNCIL PROGRAM |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $2,000,000 | GIFT RECEIVED FROM REESE-JONES FOUNDATION TO SUPPORT ADOLESCENT MOOD DISORDERS NETWORK AND RISK AND RESILIENCY NETWORK |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT RECEIVED FROM NOVARTIS PHARMACEUTICALS TO SUPPORT DR. DARRIN OKUDA AND THE MS IN HAWAII EVENT |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $66,666 | GIFT RECEIVED FROM NANCY WIENER MARCUS TO SUPPORT PANCREATIC CANCER PREVENTION PROGRAM UNDER THE DIRECTION OF DR. NISA KUBILIUN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $500,000 | GIFT FROM THE PECHAR FAMILY CHARITABLE GIVING FUND AT FRANKLIN TEMPLETON INVESTMENTS RENAISSANCE CHARITABLE FOUNDATION, INC. TO SUPPORT DR. BEN GREENBERG'S RESEARCH IN PEDIATRIC DEMYELINATING DISEASES |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $70,000 | GIFT RECEIVED FROM JUDITH AND JEAN PAPE ADAMS CHARITABLE FOUNDATION |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $20,000 | GIFT FROM YOURCAUSE ON BEHALF OF MEDTRONIC, MICKEY MICKENHEIM AND RYAN ROBERTSON TO SUPPORT DR. BERGE MINASSIAN AND THE SURF1 GENE THERAPY PRE-CLINICAL RESEARCH PROGRAM |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,300,000 | GIFT FROM REESE-JONES FOUNDATION TO SUPPORT ADOLESCENT MOOD DISORDERS NETWORK AND RISK AND RESILIENCY NETWORK |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,500,000 | GIFT FROM VARIOUS FUNDS TO SUPPORT THE ACTIVITIES CELEBRATING UT SOUTHWESTERN'S 75TH ANNIVERSARY |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $500,000 | GIFT FROM THE MARGARET JONSSON FAMILY FOUNDATION TO SUPPORT BLOOD CANCERS TRANSLATIONAL RESEARCH IN HONOR OF ROBERT COLLINS, M.D. |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,000,000 | GIFT FROM THE HERSH FOUNDATION TO SUPPORT THE DEPRESSION AND MOOD MANAGEMENT RESEARCH CENTER AT UT SOUTHWESTERN UNDER THE DIRECTION OF DR. MADHUKAR TRIVEDI |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $50,000 | GIFT RECEIVED FROM KIMBERLY AND JEFFREY CHAPMAN TO SUPPORT THE CHAPMAN PATIENT SUPPORT SERVICES FUND |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $26,000 | GIFT RECEIVED FROM SWMF UNRESTRICTED FUNDS SUPPORT FY19 WOMEN IN SCIENCE AND MEDICINE ACTIVITIES |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,842,000 | 2018-2019 UNRESTRICTED ANNUAL GRANT |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $150,000 | GIFTS AND TICKET SALES FROM CARY COUNCIL DOCSTARS EVENT TO SUPPORT RESEARCH WORK OF DRS. TANDON, GREENBERG, ALLURI (AWARDS OF $50,000 EACH) |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT FROM 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) | $10,000 | GIFT FROM MRS. SALLY A. SPARKMAN TO SUPPORT THE SPARKMAN FAMILY FUND FOR INTERNAL MEDICINE UNDER THE DIRECTION OF DR. DAVID JOHNSON |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $6,596,121 | 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) | $400,000 | GIFT FROM HOBLITZELLE FOUNDATION TO SUPPORT THE PURCHASE OF MEG EQUIPMENT |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $100,000 | GIFT FROM DR. ROBERT C. AND VERONICA ATKINS CHAIR TO SUPPORT DR. JAY HORTON IN OBESITY AND DIABETES RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $6,000 | GIFT FROM MRS. RICHARD EISEMAN TO SUPPORT GERIATRICS UNDER DR. BELINDA VISCIOSO |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000 | GIFT FROM MRS. RICHARD EISEMAN TO SUPPORT DR. JARETT BERRY IN CARDIOLOGY |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT FROM MRS. IRMA GROSSMAN TO SUPPORT DR. CHEN LIU AND DIABETES RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,629 | GIFT FROM MR. AND MRS. WILLIAM J. GOODWIN TO SUPPORT THE GOODWIN FUND FOR ZALE LIPSHY |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,196 | GIFT FROM MR. AND MRS. WILLIAM J. GOODWIN TO SUPPORT THE GOODWIN FUND FOR ZALE LIPSHY |
| DFW ALBERT SCHWEIZER FELLOWS PROGRAM | |||||||
| PO BOX 750235 | DALLAS | TX | 75275 | 170800689 | 170(B)(1)(A)(V) | $5,000 | GIFT FROM DR. CHARLES C. SPRAGUE MEMORIAL FUND TO SUPPORT THE ALBERT SCHWEITZER FELLOWSHIP DFW CHAPTER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000 | GIFT FROM THE FLORENCE FOUNDATION TO SUPPORT THE CAMPAIGN FOR THE BRAIN AND RELATED BRAIN DISEASE RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $13,830 | GIFTS FROM VARIOUS DONORS TO SUPPORT UT SOUTHWESTERN CIRCLE OF FRIENDS GROUP |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,320 | GIFT FROM MR. AND MRS. JAMES M. HINCKLEY TO SUPPORT PULMONARY RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $11,010 | GIFT FROM 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) | $75,000 | GIFT FROM MMK FOUNDATION TO SUPPORT PEDIATRIC GASTROENTEROLOGY RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT FROM MMK FOUNDATION TO SUPPORT KIDNEY DISEASE RESEARCH |
| TEXAS WOMEN'S UNIVERSITY - THE STROKE CENTER - DALLAS | |||||||
| 1810 INWOOD ROAD | DALLAS | TX | 75235 | 751292762 | 170(B)(1)(A)(V) | $10,000 | GIFT FROM THE JOSEPHINE SIMONSON APHASIA TRUST FUND TO SUPPORT INDIVIDUALS WITH APHASIA FOLLOWING A STROKE |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT FROM LAWRENCE B. DALE FAMILY FOUNDATION TO SUPPORT CONQUER MULTIPLE SCLEROSIS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT RECEIVED FROM SHAO SHEN MAI TO SUPPORT THE UT SOUTHWESTERN CIRCLE OF FRIENDS |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $250,000 | 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) | $10,174 | GIFT FROM HOWARD J. & DOROTHY ADLETA FOUNDATION TO SUPPORT PEDIATRIC ONCOLOGY RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,786,554 | GIFT FROM SIMMONS NEUROSCIENCE TO SUPPORT 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) | $7,688 | GIFTS FROM VARIOUS DONORS TO SUPPORT UT SOUTHWESTERN CIRCLE OF FRIENDS PROGRAM |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT FROM FALLEN FAMILY FUND OF COMMUNITIES FOUNDATION OF TEXAS TO SUPPORT THE CAMPAIGN FOR THE BRAIN AND RELATED BRAIN DISEASE RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,134 | GIFT FROM DR. AND MRS. JEFFREY A. FEARON TO SUPPORT THE PRESIDENT'S ADVISORY BOARD AT UT SOUTHWESTERN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $25,000 | GIFT FROM DR. AND MRS. CHARLES H. FISHER TO SUPPORT RESEARCH PRIORITIES IN INTERNAL MEDICINE UNDER THE DIRECTION OF DR. DAVID JOHNSON |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $50,000 | GIFT FROM CHARLES H. FISHER, M.D. AND CAROLYN C. FISHER FUND AT VANGUARD GROUP, INC. TO SUPPORT DR. ZHIJIAN CHEN'S RESEARCH IN MOLECULAR BIOLOGY |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000 | GIFT FROM CELGENE CORPORATION TO SUPPORT THE MULTIPLE SCLEROSIS IN HAWAII 2018 EVENT |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $155,900 | GIFT FROM ANONYMOUS DONOR TO SUPPORT SURF1 GENE THERAPY RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $167,500 | GIFT FROM AMGEN FOUNDATION TO SUPPORT UT SOUTHWESTERN AMGEN SCHOLARS PROGRAM |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $15,000 | GIFT FROM A. L. CHILTON VISITING LECTURESHIP IN BIOCHEMISTRY FUND TO SUPPORT THE LECTURESHIP |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $419,280 | FROM THE MARY R. SANER ENDOWMENT FUND FOR ANNUAL DISTRIBUTION 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) | $10,000 | FROM 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) | $10,000 | EMANUELSON FAMILY CHARITABLE GIFT FUND AT BANK OF AMERICA 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 | EDGAR A. AND RUTH E. ROBINSON FAMILY FOUNDATION TO SUPPORT THE 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) | $5,000 | COMMUNITY EVENT (BALL FOR EYE RESEARCH) |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000 | COMMUNITY EVENT |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $200,000 | GIFT FROM 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) | $6,000 | GIFT FROM THE GREYSTONE FOUNDATION TO SUPPORT THE UT SOUTHWESTERN CIRCLE OF FRIENDS PROGRAM |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,300 | GIFTS FROM VARIOUS DONORS TO SUPPORT THE NANCY WIENER MARCUS PANCREATIC CANCER PREVENTION PROGRAM UNDER THE DIRECTION OF DR. NISA KUBILIUN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $9,640 | GIFTS FROM VARIOUS DONORS TO SUPPORT ACTIVITIES BENEFITTING UT SOUTHWESTERN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000 | GIFTS FROM VARIOUS DONORS TO SUPPORT HAROLD C. SIMMONS COMPREHENSIVE CANCER CENTER |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $10,000 | GIFT FROM THE HENRY FOUNDATION TO SUPPORT SURF1 GENE THERAPY RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $16,428 | GIFT RECEIVED FROM UBS FINANCIAL SERVICES ON BEHALF OF MR. JAMES C. STONE TO SUPPORT DR. WAYNE BOWMAN'S CORNEA RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $20,300 | GIFTS FROM CHARLES J. SPLETTER FUND OF FIDELITY CHARITABLE AND MRS. RICHARD D. EASEMENT SUPPORT PARKINSON'S DISEASE RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $14,168 | GIFTS FROM VARIOUS DONORS TO SUPPORT ACTIVITIES BENEFITTING UT SOUTHWESTERN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $20,600 | GIFTS FROM VARIOUS DONORS TO SUPPORT ACTIVITIES BENEFITTING UT SOUTHWESTERN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $7,916,386 | 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) | $32,035 | GIFTS FROM VARIOUS DONORS TO SUPPORT ACTIVITIES BENEFITTING UT SOUTHWESTERN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $1,821,000 | 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) | $23,000 | GIFTS FROM VARIOUS DONORS TO SUPPORT MEDICAL RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,872 | GIFTS FROM VARIOUS DONORS TO SUPPORT O'DONNELL BRAIN INSTITUTE |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $15,153 | GIFTS FROM VARIOUS DONORS TO SUPPORT THE CAMPAIGN FOR THE BRAIN |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $30,742 | GIFTS FROM VARIOUS DONORS TO SUPPORT THE IRVIN L. LEVY MEMORIAL FUND |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $13,925 | GIFTS FROM VARIOUS DONORS TO SUPPORT THE LORETTA MCCLAIN FUND FOR ALZHEIMER'S RESEARCH |
| UT SOUTHWESTERN | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | 170(B)(1)(A)(V) | $5,000 | GIFT FROM NOVAKOV FAMILY FUND OF COMMUNITIES FOUNDATION OF TEXAS TO SUPPORT THE UT SOUTHWESTERN CIRCLE OF FRIENDS PROGRAM |
| UNIVERSITY OF NORTH TEXAS - NORTH TEXAS APHASIA COLLABORATIVE | |||||||
| 1155 UNION CIRCLE 305010 | DENTON | TX | 76203 | 237232618 | 170(B)(1)(A)(IV) | $10,000 | GIFT RECEIVED FROM JOSEPHINE SIMONSON APHASIA TRUST FUND TO SUPPORT THE NORTH TEXAS APHASIA COLLABORATIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 12 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 241 | RecipientCnt |
| Cash Grant | $526,707 | 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 AND STUDENT LOANS AVAILABLE TO MEDICAL STUDENTS BASED UPON THE RECOMMENDATIONS OF THE SCHOLARSHIP AWARDS COMMITTEE OF THE UT SOUTHWESTERN MEDICAL SCHOOL. THE COMMITTEE IS COMPOSED OF THE ASSOCIATE DEANS FOR STUDENT AFFAIRS, THE VICE PRESIDENT FOR STUDENT & ALUMNI AFFAIRS, THE DIRECTOR OF ADMISSIONS, THE REGISTRAR & THE DIRECTOR OF FINANCIAL AID. SCHOLARSHIP AWARDS MAY BE BASED EITHER UPON FINANCIAL NEED OR UPON PRIOR OUTSTANDING ACADEMIC PERFORMANCE. ALL APPLICANTS ARE SCREENED WITH THE MANDATES OF THE STATE OF TEXAS. FELLOWSHIPS ARE MADE UPON THE RECOMMENDATION OF THE PRESIDENT OF THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AND THE APPROPRIATE MEDICAL CHAIRMAN. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 | $59,532 | $0 | $16,843 | $0 | $533,975 | $0 | $0 | $0 |
| KAY SCHLANKEY | ||||||||||||||
| SENIOR VICE PRESIDENT & CFO | $197,600 | $0 | $0 | $0 | $0 | $0 | $19,960 | $0 | $18,926 | $0 | $236,486 | $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 AND KAY SCHLANKEY EACH PARTICIPATE IN AN EXECUTIVE NON-QUALIFIED PLAN. THEIR DEFERRALS AND CONTRIBUTIONS ARE: KATHLEEN GIBSON - $41,184 KAY SCHLANKEY - $5,988 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $148,005 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT GIFT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A BROKERAGE SERVICE TO PROCESS AND SELL THEIR NON-CASH CONTRIBUTIONS OF PUBLIC SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | MEMBERSHIP AND DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,622. FUNDRAISING EXPENSES 23,190. TOTAL EXPENSES 25,812. |
| 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 DECREASE IN VALUE OF SPLIT INTEREST CONTRIBUTIONS OF $17,876,929. |
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 | $2,321,421 | InvolvedAmt |
| Method Of Amount Determination | FAIR VALUE | MethodOfAmountDeterminationTxt |
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