2019-11-14T16:13:34-06:00 2018-12-31 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE SUITE 400 DALLAS TX 75225 990 2018-01-01 750945939 SOUTHWESTERN MEDICAL FOUNDATION SOUT 2143516143 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 KATHLEEN M GIBSON PRESIDENT 2143516143 2019-11-14 1 CURTIS MAXFIELD P00445178 2143939300 66.51.12.244 2019-11-14 13:11:51 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5AB0508C917B9D793C9B3D17A0B80BA1E12A49C9 2018 2020-03-31 21:24:44Z KATHLEEN M GIBSON 3889 MAPLE AVENUE NO 100 DALLAS TX 75219 324961706 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. 131 130 18 0 0 21161 31161363 37759024 0 0 36689199 45519860 1883603 1729390 69734165 85008274 32360315 32335376 0 0 1758478 1946344 0 0 1142106 3517802 2674447 37636595 36956167 32097570 48052107 931439069 899668915 6411193 5756067 925027876 893912848 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 33180686 32335376 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. 33180686 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 1 18 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 131 130 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DE DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM ND NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X KATHLEEN M GIBSON 2143516143 3889 MAPLE AVE SUITE 100 DALLAS TX 75219 KATHLEEN M GIBSON PRESIDENT AND CEO 40.00 0.25 X X 457600 0 76375 ALFREDA B NORMAN TRUSTEE 0.25 X 0 0 0 ALICE WORSHAM BASS TRUSTEE 0.25 X 0 0 0 AMB ROBERT JORDAN RET TRUSTEE 0.25 X 0 0 0 ANDERSEN C FISHER TRUSTEE 0.25 X 0 0 0 BOBBY B LYLE TRUSTEE 0.25 X 0 0 0 BONNIE BASS SMITH TRUSTEE 0.25 X 0 0 0 CAREN KLINE TRUSTEE 0.25 X 0 0 0 CARLOS G PENA TRUSTEE 0.25 X 0 0 0 CAROL R WEST TRUSTEE 0.25 X 0 0 0 CARTER MONTGOMERY TRUSTEE 0.25 X 0 0 0 CATE FORD TRUSTEE 0.25 X 0 0 0 CATHERINE B TAYLOR TRUSTEE 0.25 X 0 0 0 CATHERINE MARCUS ROSE TRUSTEE 0.25 X 0 0 0 CHARLES ANDERSON TRUSTEE 0.25 X 0 0 0 CHARLES E NEARBURG TRUSTEE 0.25 X 0 0 0 CHARLES W MATTHEWS TRUSTEE 0.25 X 0 0 0 CHARLOTTE JONES ANDERSON TRUSTEE 0.25 X 0 0 0 CONNIE O'NEILL TRUSTEE 0.25 X 0 0 0 DANIEL G ROUTMAN TRUSTEE 0.25 X 0 0 0 DANIEL K PODOLSKY MD TRUSTEE 0.25 X 0 0 0 DAVID B HOLL TRUSTEE 0.25 X 0 0 0 DAVID B MILLER TRUSTEE 0.25 X 0 0 0 DAVID C HALEY TRUSTEE 0.25 X 0 0 0 DAVID O BROWN TRUSTEE 0.25 X 0 0 0 DAVID R CORRIGAN TRUSTEE 0.25 0.25 X 0 0 0 DAVID T SEATON TRUSTEE 0.25 X 0 0 0 DEBBIE SCRIPPS TRUSTEE 0.25 X 0 0 0 ERIC JOHNSON TRUSTEE 0.25 X 0 0 0 FLORENCE SHAPIRO TRUSTEE 0.25 X 0 0 0 GARY C KELLY TRUSTEE 0.25 X 0 0 0 GEORGE E SEAY III TRUSTEE 0.25 X 0 0 0 GEORGE W WHARTON MD TRUSTEE 0.25 X 0 0 0 GIL J BESING TRUSTEE 0.25 X 0 0 0 GLORIA EULICH TRUSTEE 0.25 X 0 0 0 GUILLERMO PERALES TRUSTEE 0.25 X 0 0 0 HARLAN B KORENVAES TRUSTEE 0.25 X 0 0 0 HARLAN R CROW TRUSTEE 0.25 X 0 0 0 HILL A FEINBERG TRUSTEE 0.25 X 0 0 0 HOLLAND P GARY TRUSTEE 0.25 X 0 0 0 HOWARD M MEYERS TRUSTEE 0.25 X 0 0 0 HUNTER L HUNT TRUSTEE 0.25 X 0 0 0 J HALE HOAK TRUSTEE 0.25 X 0 0 0 J ROBERT BROWN TRUSTEE 0.25 X 0 0 0 JAMES C OBERWETTER TRUSTEE 0.25 X 0 0 0 JAMES KEYES TRUSTEE 0.25 X 0 0 0 JAMES R HUFFINES TRUSTEE 0.25 X 0 0 0 JAN HART BLACK TRUSTEE 0.25 X 0 0 0 JEANNE L PHILLIPS TRUSTEE 0.25 X 0 0 0 JENNIFER J EAGLE TRUSTEE 0.25 X 0 0 0 JERE W THOMPSON JR TRUSTEE 0.25 X 0 0 0 JERRY V SMITH TRUSTEE 0.25 X 0 0 0 JILL C BEE TRUSTEE 0.25 X 0 0 0 JOHN C TOLLESON TRUSTEE 0.25 X 0 0 0 JOHN L ADAMS TRUSTEE 0.25 X 0 0 0 JOSEPH M JODY GRANT TRUSTEE 0.25 X 0 0 0 JOSEPH M DEPINTO TRUSTEE 0.25 X 0 0 0 JOYCE LACERTE TRUSTEE 0.25 X 0 0 0 JUDY GIBBS TRUSTEE 0.25 X 0 0 0 JULIE K HERSH TRUSTEE 0.25 X 0 0 0 KATHRYN W HALL TRUSTEE 0.25 X 0 0 0 KATIE H ROBBINS TRUSTEE 0.25 X 0 0 0 KAY Y MORAN TRUSTEE 0.25 X 0 0 0 KELCY L WARREN TRUSTEE 0.25 X 0 0 0 KELLY E ROACH TRUSTEE 0.25 X 0 0 0 KERN WILDENTHAL MD PHD TRUSTEE 0.25 X 0 0 0 KIP TINDELL TRUSTEE 0.25 X 0 0 0 KIT TENNISON MONCRIEF TRUSTEE 0.25 X 0 0 0 KNEELAND C YOUNGBLOOD MD TRUSTEE 0.25 X 0 0 0 LAQUITA C HALL TRUSTEE 0.25 X 0 0 0 LELAND R BURK TRUSTEE 0.25 0.25 X 0 0 0 LINDA CUSTARD TRUSTEE 0.25 X 0 0 0 LINDA HARBIN ROBUCK TRUSTEE 0.25 X 0 0 0 LINDA P EVANS TRUSTEE 0.25 X 0 0 0 LISA TROUTT TRUSTEE 0.25 X 0 0 0 LUCY BILLINGSLEY TRUSTEE 0.25 X 0 0 0 LYDIA H NOVAKOV TRUSTEE 0.25 X 0 0 0 MARGARET VONDER HOYA TRUSTEE 0.25 X 0 0 0 MARK GIBSON TRUSTEE 0.25 X 0 0 0 MARK LANGDALE TRUSTEE 0.25 X 0 0 0 MARK ZALE TRUSTEE 0.25 X 0 0 0 MARTHA S WILLIAMS TRUSTEE 0.25 X 0 0 0 MARVIN J STONE MD TRUSTEE 0.25 X 0 0 0 MARY MCDERMOTT COOK TRUSTEE 0.25 X 0 0 0 MATRICE ELLIS-KIRK TRUSTEE 0.25 X 0 0 0 MATTHEW K ROSE TRUSTEE 0.25 X 0 0 0 MCHENRY T TICHENOR TRUSTEE 0.25 X 0 0 0 MICHAEL S RAWLINGS TRUSTEE 0.25 X 0 0 0 NANCY CAIN MARCUS PHD TRUSTEE 0.25 X 0 0 0 NANCY S HALBREICH TRUSTEE 0.25 X 0 0 0 NICOLE G SMALL TRUSTEE 0.25 X 0 0 0 NITA P CLARK TRUSTEE 0.25 X 0 0 0 PAUL W HARRIS TRUSTEE 0.25 X 0 0 0 PAULINE MEDRANO TRUSTEE 0.25 X 0 0 0 PETER A KRAUS TRUSTEE 0.25 X 0 0 0 RALPH W BABB JR TRUSTEE 0.25 X 0 0 0 RANDY BEST TRUSTEE 0.25 X 0 0 0 RANDY BOWMAN TRUSTEE 0.25 X 0 0 0 RAY NIXON JR TRUSTEE 0.25 X 0 0 0 RENA M PEDERSON TRUSTEE 0.25 X 0 0 0 REX V JOBE TRUSTEE 0.25 X 0 0 0 RICHARD E HOFFMAN MD TRUSTEE 0.25 X 0 0 0 RICHARD K TEMPLETON TRUSTEE 0.25 X 0 0 0 RICHARD R POLLOCK TRUSTEE 0.25 X 0 0 0 RICHARD W FISHER TRUSTEE 0.25 X 0 0 0 ROBERT A ESTRADA TRUSTEE 0.25 X 0 0 0 ROBERT B ROWLING TRUSTEE 0.25 X 0 0 0 ROBERT H DEDMAN JR TRUSTEE 0.25 X 0 0 0 ROBERT J SCHLEGEL TRUSTEE 0.25 X 0 0 0 ROBERT L KAMINSKI TRUSTEE 0.25 X 0 0 0 ROBERT W BEST TRUSTEE 0.25 X 0 0 0 ROLF R HABERECHT PHD TRUSTEE 0.25 X 0 0 0 RONALD W HADDOCK TRUSTEE 0.25 X 0 0 0 S TODD MACLIN TRUSTEE 0.25 X 0 0 0 SAMUEL D LOUGHLIN TRUSTEE 0.25 X 0 0 0 SANDRA STREET ESTESS TRUSTEE 0.25 X 0 0 0 SATISH GUPTA TRUSTEE 0.25 X 0 0 0 STEPHEN BUTT TRUSTEE 0.25 X 0 0 0 STEPHEN H SANDS TRUSTEE 0.25 X 0 0 0 STEVEN S SCHIFF TRUSTEE 0.25 X 0 0 0 STUART FITTS TRUSTEE 0.25 X 0 0 0 T BOONE PICKENS JR TRUSTEE 0.25 X 0 0 0 TED C SKOKOS TRUSTEE 0.25 X 0 0 0 TIMOTHY ELLER TRUSTEE 0.25 X 0 0 0 TODD WILLIAMS TRUSTEE 0.25 X 0 0 0 TOM LUCE TRUSTEE 0.25 X 0 0 0 W KELVIN WALKER TRUSTEE 0.25 X 0 0 0 W PLACK CARR JR TRUSTEE 0.25 X 0 0 0 WILLIAM E BILLY ROSENTHAL TRUSTEE 0.25 X 0 0 0 WILLIAM S MCINTYRE IV TRUSTEE 0.25 X 0 0 0 WILLIAM S SPEARS PHD TRUSTEE 0.25 X 0 0 0 EMILY DAVIS ASSISTANT CORPORATE SECRETARY 40.00 X 40000 0 2956 KATY SINOR CORPORATE SECRETARY 40.00 0.25 X 109432 0 13664 KAY SCHLANKEY SENIOR VICE PRESIDENT & CFO 40.00 0.25 X 197600 0 38886 ALEX SIZEMORE DIRECTOR OF DONOR RELATIONS 40.00 X 110750 0 21212 ROXANE BARRY SENIOR MANAGER OF ACCOUNTING 40.00 0.25 X 117745 0 27961 1033127 0 181054 5 0 1 0 FUND EVALUATION GROUP 201 EAST FIFTH STREET SUITE 1600 CINCINNATI OH 45202 INVESTMENT MANAGEMENT 271353 NORTHERN TRUST COMPANY 50 S LASALLE STREET CHICAGO IL 60675 INVESTMENT MANAGEMENT 243033 HUNTON ANDREWS KURTH LLP 1445 ROSS AVENUE SUITE 3700 DALLAS TX 75202 LEGAL SERVICES 225020 PEOPLE PERFORMANCE RESOURCES LLC 1914 SKILLMAN STREET SUITE 110153 DALLAS TX 75206 HR MANAGEMENT SERVICES 217437 THE BRAYTON GROUP 5128 SEA PINES DRIVE DALLAS TX 75287 MARKETING SERVICES 138395 6 210035 2321421 35227568 185010 37759024 14420268 14420268 1761545 1761545 253954800 17038369 222003288 17890289 31951512 -851920 31099592 31099592 18900 210035 59855 -40955 -40955 OTHER INCOME 900099 8800 8800 8800 85008274 0 0 47249250 X 31808669 31808669 526707 526707 764633 233213 304324 227096 761983 232405 303269 226309 161987 48977 65318 47692 164333 43447 80297 40589 93408 28498 37159 27751 104712 104712 141021 6909 127384 6728 728397 728397 205873 39649 127613 38611 63488 63488 89005 17993 23629 47383 189633 48343 63084 78206 330300 100742 131459 98099 4350 4303 47 52173 8771 26089 17313 72640 72640 95140 95140 PUBLIC RELATIONS 248593 36363 149884 62346 FOUNDATION DEVELOPMENT 173446 144998 28448 FOCUS GROUP/SPECIAL EVE 108810 108810 GENERAL AND ADMINISTRAT 41054 41054 25812 2622 23190 36956167 33180686 2633375 1142106 3921740 4391492 4285185 13188620 19132346 30701169 50382 28401 821698 429879 447621 391819 474221882 406902283 401273363 430259429 28106550 13805702 931439069 899668915 4974693 4246048 1436500 1510019 6411193 5756067 X 74082237 57261023 420533196 406285484 430412443 430366341 925027876 893912848 931439069 899668915 48052107 -79167135 0 X X 0 1 X 1 0 X 9850035 34116437 27649003 31161363 37759024 140535862 9850035 34116437 27649003 31161363 37759024 140535862 48967082 91568780 12542361 11479596 9539369 12892719 16181813 62635858 203171720 0.45070 0.50610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 734871083 27862929 -18628346 17748249 726357417 646329545 19156625 86517585 17132672 734871083 622252244 6264327 39809651 17253678 4742999 646329545 633804088 23675884 -16052273 17385074 1790381 622252244 615561026 6156571 28084160 15997669 633804088 0.17160 0.59130 0.23710 0 1 1 49014 49014 202162 71745 130417 570522 358134 212388 391819 PARTNERSHIP INVESTMENTS 430259429 F 430259429 X 5112740 -79167135 -79167135 84279875 728399 728399 85008274 36227768 0 36227768 728399 728399 36956167 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. DOCSTARS 228935 210035 18900 26672 3873 29310 228935 210035 18900 26672 3873 29310 59855 -40955 1 BIONORTH TX 2330 INWOOD ROAD SUITE 340 DALLAS TX 75235 471752944 N/A 5000 COMMUNITY EVENT HEALTH WILDCATTERS II LLC 1910 PACIFIC 20000 DALLAS TX 75201 812295728 N/A 5000 COMMUNITY EVENT AMERICAN ACADEMY OF RESTORATIVE DENTISTRY PO BOX 1764 BROKEN ARROW OK 74013 410843827 501(C)(3) 35000 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) 5000 COMMUNITY EVENT CHILDRENS MEDICAL CENTER OF DALLAS 2777 STEMMONS FREEWAY SUITE 1089 DALLAS TX 75207 750800628 501(C)(3) 254000 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) 250000 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) 40585 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) 40585 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) 5000 COMMUNITY EVENT THE PHOENIX HOUSE OF TEXAS INC 2351 WEST NORTHWEST HIGHWAY DALLAS TX 75220 133810073 501(C)(3) 21865 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) 21865 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) 11067 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) 11067 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) 125000 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) 125000 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) 5000 COMMUNITY EVENT 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 JEWISH FAMILY SERVICES OF DALLAS 5402 ARAPAHO ROAD DALLAS TX 75248 751992728 170(B)(1)(A)(VI) 5000 COMMUNITY EVENT YOUNGSTOWN STATE UNIVERSITY FOUNDATION 655 WICK AVENUE YOUNGSTOWN OH 44502 346576610 170(B)(1)(A)(VI) 14756 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) 1055337 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) 10000 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) 5000 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) 2000000 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) 25000 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) 66666 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) 500000 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) 70000 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) 20000 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) 1300000 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) 1500000 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) 500000 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) 1000000 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) 50000 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) 26000 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) 1842000 2018-2019 UNRESTRICTED ANNUAL GRANT UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 150000 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) 25000 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) 10000 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) 6596121 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) 400000 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) 100000 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) 6000 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) 5000 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) 25000 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) 10629 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) 10196 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) 5000 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) 5000 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) 13830 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) 10320 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) 11010 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) 75000 GIFT FROM MMK FOUNDATION TO SUPPORT PEDIATRIC GASTROENTEROLOGY RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 25000 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) 10000 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) 25000 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) 25000 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) 250000 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) 10174 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) 1786554 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) 7688 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) 25000 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) 5134 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) 25000 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) 50000 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) 5000 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) 155900 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) 167500 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) 15000 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) 419280 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) 10000 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) 10000 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) 10000 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) 5000 COMMUNITY EVENT (BALL FOR EYE RESEARCH) UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5000 COMMUNITY EVENT UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 200000 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) 6000 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) 10300 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) 9640 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) 5000 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) 10000 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) 16428 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) 20300 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) 14168 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) 20600 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) 7916386 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) 32035 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) 1821000 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) 23000 GIFTS FROM VARIOUS DONORS TO SUPPORT MEDICAL RESEARCH UT SOUTHWESTERN 5323 HARRY HINES BOULEVARD DALLAS TX 75390 746000203 170(B)(1)(A)(V) 5872 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) 15153 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) 30742 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) 13925 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) 5000 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) 10000 GIFT RECEIVED FROM JOSEPHINE SIMONSON APHASIA TRUST FUND TO SUPPORT THE NORTH TEXAS APHASIA COLLABORATIVE 6 12 SCHOLARSHIPS 241 526707 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. 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 59532 0 16843 0 533975 0 0 0 KAY SCHLANKEY SENIOR VICE PRESIDENT & CFO 197600 0 0 0 0 0 19960 0 18926 0 236486 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 - $41,184 KAY SCHLANKEY - $5,988 X 11 148005 FAIR MARKET VALUE X EVENT GIFT 1 4800 FMV 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 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. 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 2321421 FAIR VALUE