Form 990 for tax year 2023
Filed by SOUTHWESTERN MEDICAL FOUNDATION.
Totals
- Total revenue
- $72,790,697
- Total expenses
- $51,850,614
- Contributions and grants received
- $25,841,597
- Grants paid
- $44,546,549
- Program service revenue
- $0
- Investment income
- $45,184,385
- Other revenue
- $1,764,715
- Total assets, end of year
- $1,199,963,212
- Total liabilities, end of year
- $11,269,527
- Net assets or fund balances, end of year
- $1,188,693,685
- Program services expenses (Part IX)
- $45,837,064
- Management and general expenses
- $4,317,356
- Fundraising expenses
- $1,696,194
- Program service expenses (Part III)
- $45,837,064
Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$285,450
-
1d · Related organizations
$4,200,000
-
1f · All other contributions, gifts and grants
$21,356,147
-
1g · Noncash contributions included above
$171,475
-
3 · Investment income
total $12,429,971 · excluded $12,429,971
-
5 · Royalties
total $1,028,852 · excluded $1,028,852
-
6a · Gross rents
real property $521
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $521
-
6d · Net rental income or loss
total $521 · excluded $521
-
7a · Gross sales of assets other than inventory
securities $145,604,003 · other assets $87,819
-
7b · Less cost or other basis and sales expenses
securities $112,937,408 · other assets $0
-
7c · Gain or loss
securities $32,666,595 · other assets $87,819
-
7d · Net gain or loss
total $32,754,414 · unrelated business $87,819 · excluded $32,666,595
-
8a · Fundraising events: gross income
$19,950
-
8a · Fundraising events: contributions included on line 1c
$285,450
-
8b · Fundraising events: direct expenses
$103,256
-
8c · Net income from fundraising events
total -$83,306 · excluded -$83,306
-
11a · Other revenue: PARTNERSHIP INCOME
total $818,648 · unrelated business $818,648
-
11e · Other revenue, total
$818,648
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $43,682,594 · program services $43,682,594
-
2 · Grants to domestic individuals
total $863,955 · program services $863,955
-
5 · Compensation of officers, directors and key employees
total $809,372 · program services $242,812 · management and general $323,748 · fundraising $242,812
-
7 · Other salaries and wages
total $1,380,840 · program services $463,787 · management and general $524,030 · fundraising $393,023
-
8 · Pension plan contributions
total $86,249 · management and general $49,286 · fundraising $36,963
-
9 · Other employee benefits
total $130,622 · program services $39,258 · management and general $52,105 · fundraising $39,259
-
10 · Payroll taxes
total $140,370 · program services $42,111 · management and general $56,148 · fundraising $42,111
-
11b · Fees: legal
total $185,790 · management and general $185,790
-
11c · Fees: accounting
total $141,966 · program services $2,226 · management and general $137,064 · fundraising $2,676
-
11f · Fees: investment management
total $851,290 · management and general $851,290
-
11g · Fees: other
total $605,814 · program services $131,185 · management and general $343,443 · fundraising $131,186
-
12 · Advertising and promotion
total $65,659 · fundraising $65,659
-
13 · Office expenses
total $61,474 · program services $18,294 · management and general $24,887 · fundraising $18,293
-
14 · Information technology
total $402,244 · program services $110,624 · management and general $131,506 · fundraising $160,114
-
16 · Occupancy
total $520,686 · program services $138,242 · management and general $244,202 · fundraising $138,242
-
17 · Travel
total $5,465 · management and general $5,465
-
19 · Conferences, conventions and meetings
total $26,274 · program services $755 · management and general $12,012 · fundraising $13,507
-
22 · Depreciation, depletion and amortization
total $68,799 · management and general $68,799
-
23 · Insurance
total $124,410 · management and general $124,410
-
24a · Other expenses: UBIT
total $695,543 · management and general $695,543
-
24b · Other expenses: PUBLIC RELATIONS
total $437,905 · program services $79,214 · management and general $225,977 · fundraising $132,714
-
24c · Other expenses: FOCUS GROUP/SPECIAL EVE
total $275,668 · management and general $159,799 · fundraising $115,869
-
24d · Other expenses: PRINTING AND POSTAGE
total $91,780 · program services $10,408 · management and general $13,842 · fundraising $67,530
-
24e · All other expenses
total $195,845 · program services $11,599 · management and general $88,010 · fundraising $96,236
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,764,277 · end of year $6,642,570
-
2 · Savings and temporary cash investments
beginning of year $7,974,406 · end of year $3,033,711
-
3 · Pledges and grants receivable
beginning of year $7,518,179 · end of year $12,884,422
-
9 · Prepaid expenses and deferred charges
beginning of year $69,152 · end of year $147,850
-
10a · Land, buildings and equipment: cost or other basis
$1,605,184
-
10b · Land, buildings and equipment: accumulated depreciation
$674,767
-
10c · Land, buildings and equipment, net
beginning of year $336,229 · end of year $930,417
-
11 · Investments: publicly traded securities
beginning of year $342,962,843 · end of year $417,028,914
-
12 · Investments: other securities
beginning of year $745,858,069 · end of year $743,019,721
-
15 · Other assets
beginning of year $10,520,012 · end of year $16,275,607
-
17 · Accounts payable and accrued expenses
beginning of year $4,569,091 · end of year $10,081,903
-
18 · Grants payable
beginning of year $1,110,009 · end of year $1,033,331
-
25 · Other liabilities
beginning of year $0 · end of year $154,293
-
27 · Net assets without donor restrictions
beginning of year $58,650,743 · end of year $61,651,097
-
28 · Net assets with donor restrictions
beginning of year $1,058,673,324 · end of year $1,127,042,588
Mission and programs · 2023
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.
Activities or mission (Part I)
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.
-
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.
Expenses $45,837,064 · Grants $44,546,549
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jere W Thompson JrJERE W THOMPSON JR
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 0.25
-
Kathleen GibsonKATHLEEN GIBSON
PRESIDENT AND CEO - PARTIAL YEAR
- Total calculated
- $705,332
- From this org
- $696,312
- From related orgs
- $0
- Other
- $9,020
- Hours/week
- 40 + 0.25 related
Schedule J breakdown matched by us
- Base
- $297,243
- Bonus
- $0
- Other
- $399,069
- Deferred
- $0
- Nontaxable benefits
- $9,020
- Filer's total
- $705,332
-
Michael McMahanMICHAEL MCMAHAN
PRESIDENT AND CEO - PARTIAL YEAR
- Total calculated
- $340,227
- From this org
- $316,811
- From related orgs
- $0
- Other
- $23,416
- Hours/week
- 40 + 0.25 related
Schedule J breakdown matched by us
- Base
- $316,811
- Bonus
- $0
- Other
- $0
- Deferred
- $15,398
- Nontaxable benefits
- $8,018
- Filer's total
- $340,227
-
Cheryl D AlstonCHERYL D ALSTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Charles AndersonCHARLES ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kim J AskewKIM J ASKEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kelvin A Baggett MDKELVIN A BAGGETT MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Randy BestRANDY BEST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Lucy BillingsleyLUCY BILLINGSLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jan Hart BlackJAN HART BLACK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Randy BowmanRANDY BOWMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Tucker S BridwellTUCKER S BRIDWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
David O BrownDAVID O BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
J Robert BrownJ ROBERT BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Shonn BrownSHONN BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Peter D BrundagePETER D BRUNDAGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Leland R BurkLELAND R BURK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Pete ChillianPETE CHILLIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Nita P ClarkNITA P CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
David R CorriganDAVID R CORRIGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Timothy P CostelloTIMOTHY P COSTELLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Linda Pitts CustardLINDA PITTS CUSTARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Robert H Dedman JrROBERT H DEDMAN JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Linda P EvansLINDA P EVANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Hill A FeinbergHILL A FEINBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Andersen C FisherANDERSEN C FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Richard W FisherRICHARD W FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Cate FordCATE FORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Holland P GaryHOLLAND P GARY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Mark D GibsonMARK D GIBSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Nancy S HalbreichNANCY S HALBREICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
David C HaleyDAVID C HALEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Pilar Tabernero HenryPILAR TABERNERO HENRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kenneth A HershKENNETH A HERSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Joan Buchanan HillJOAN BUCHANAN HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
J Hale HoakJ HALE HOAK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Richard E Hoffman MDRICHARD E HOFFMAN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
James R HuffinesJAMES R HUFFINES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Rod C JonesROD C JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Bob JordanBOB JORDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Amb Robert W JordanAMB ROBERT W JORDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Michael L KahnMICHAEL L KAHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Linda KaoLINDA KAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Gary C KellyGARY C KELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
James KeyesJAMES KEYES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Imran KhanIMRAN KHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Chris KleinertCHRIS KLEINERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Joyce LacerteJOYCE LACERTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Mark LangdaleMARK LANGDALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Samuel D LoughlinSAMUEL D LOUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jack B Lowe JrJACK B LOWE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
S Todd MaclinS TODD MACLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Nancy Cain Marcus PhDNANCY CAIN MARCUS PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Charles W MatthewsCHARLES W MATTHEWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Amy McKnightAMY MCKNIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
David B MillerDAVID B MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Sarah K MillerSARAH K MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kit Tennison MoncriefKIT TENNISON MONCRIEF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Carter MontgomeryCARTER MONTGOMERY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
J Ray Nixon JrJ RAY NIXON JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Alfreda B NormanALFREDA B NORMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Lydia H NovakovLYDIA H NOVAKOV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Connie O'NeillCONNIE O'NEILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Marshall PayneMARSHALL PAYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jeanne L PhillipsJEANNE L PHILLIPS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Daniel K Podolsky MDDANIEL K PODOLSKY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Richard R PollockRICHARD R POLLOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Matthew S RamseyMATTHEW S RAMSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Katie H RobbinsKATIE H ROBBINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Catherine M RoseCATHERINE M ROSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Daniel G RoutmanDANIEL G ROUTMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Robert B RowlingROBERT B ROWLING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Steven S SchiffSTEVEN S SCHIFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Brian SchultzBRIAN SCHULTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jennifer ScrippsJENNIFER SCRIPPS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
David T SeatonDAVID T SEATON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Nicole G SmallNICOLE G SMALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Bonnie Bass SmithBONNIE BASS SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jerry V SmithJERRY V SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Marvin J Stone MDMARVIN J STONE MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Sam L SusserSAM L SUSSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
McHenry T Tichenor JrMCHENRY T TICHENOR JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kip TindellKIP TINDELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Lisa TrouttLISA TROUTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Margaret Vonder HoyaMARGARET VONDER HOYA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kelcy L WarrenKELCY L WARREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Todd WilliamsTODD WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kathleen J WuKATHLEEN J WU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Mark ZaleMARK ZALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Dawn ZierkDAWN ZIERK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kay SchlankeyKAY SCHLANKEY
SR VICE PRESIDENT & CFO
- Total calculated
- $302,610
- From this org
- $273,713
- From related orgs
- $0
- Other
- $28,897
- Hours/week
- 40 + 0.25 related
Schedule J breakdown matched by us
- Base
- $273,713
- Bonus
- $0
- Other
- $0
- Deferred
- $27,371
- Nontaxable benefits
- $1,526
- Filer's total
- $302,610
-
Sarah FletcherSARAH FLETCHER
CHIEF FINANCIAL OFFICER
- Total calculated
- $21,667
- From this org
- $21,667
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Emily DavisEMILY DAVIS
CORPORATE SECRETARY
- Total calculated
- $144,867
- From this org
- $122,869
- From related orgs
- $0
- Other
- $21,998
- Hours/week
- 40 + 0.25 related
-
Trae HolmesTRAE HOLMES
SENIOR DIRECTOR OF ACCOUNTING
- Total calculated
- $173,792
- From this org
- $148,593
- From related orgs
- $0
- Other
- $25,199
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,593
- Bonus
- $0
- Other
- $0
- Deferred
- $15,000
- Nontaxable benefits
- $10,199
- Filer's total
- $173,792
-
Stephanie VidikanSTEPHANIE VIDIKAN
DIRECTOR OF PROJECT MANAGE
- Total calculated
- $158,478
- From this org
- $133,517
- From related orgs
- $0
- Other
- $24,961
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,517
- Bonus
- $0
- Other
- $0
- Deferred
- $13,536
- Nontaxable benefits
- $11,425
- Filer's total
- $158,478
-
Brittany LeblingBRITTANY LEBLING
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $148,843
- From this org
- $130,535
- From related orgs
- $0
- Other
- $18,308
- Hours/week
- 40
-
Rephael FosterREPHAEL FOSTER
SENIOR FINANCIAL ANALYST & TREASURY MANAGER
- Total calculated
- $121,970
- From this org
- $100,275
- From related orgs
- $0
- Other
- $21,695
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, LINE 4B
- MS. GIBSON'S COMPENSATION REFLECTS A DISTRIBUTION FROM A DEFERRED COMPENSATION PLAN BALANCE ACCUMULATED DURING HER 10+ YEAR TENURE WITH THE FOUNDATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
UT SOUTHWESTERN
$34,055,660
TO SUPPORT RESEARCH, CENTERS, ENDOWED CHAIRS, PROFESSORSHIPS AND OTHER PROGRAMS AT UT SOUTHWESTERN
-
UT SOUTHWESTERN
$2,066,661
2022-2023 ANNUAL GRANT
-
UT SOUTHWESTERN
$1,000,000
TO SUPPORT THE HAROLD AND ANNETTE SIMMONS COMPREHENSIVE CENTER FOR RESEARCH AND TREATMENT IN BRAIN AND NEUROLOGICAL DISORDERS UNDER THE DIRECTION OF DR. JOSEPH TAKAHASHI
-
UT SOUTHWESTERN
$1,000,000
TO SUPPORT THE TI BIOMEDICAL ENGINEERING AND SCIENCES BUILDING
-
UT SOUTHWESTERN
$960,000
TO SUPPORT THE NEURO WELLNESS IN BRAINS OF INFANTS (NEWBI) PROGRAM
-
UT SOUTHWESTERN
$648,821
MARY R. SANER ENDOWMENT FUND ANNUAL 4% DISTRIBUTION TO BE APPLIED TO OUTSTANDING HOSPITAL BILLS FOR INDIGENT ELDERLY PATIENTS
-
UT SOUTHWESTERN
$300,000
TO SUPPORT ONGOING EFFORTS AND ADVANCEMENT OF UTSW SIMULATION CENTER
-
UT SOUTHWESTERN
$294,189
TO SUPPORT THE STUDENT-RUN FREE CLINICS
-
UT SOUTHWESTERN
$288,345
TO SUPPORT INITIATIVES OF THE PETER O'DONNELL, JR. BRAIN INSTITUTE
-
UT SOUTHWESTERN
$247,500
TO SUPPORT PROJECT "INVESTIGATING HUMAN TUMOR METABOLISM IN VIVO TO PREDICT MELANOMA METASTASIS AND THERAPY RESPONSE"
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDE FUNDS TO SUPPORT THE CHARITABLE ACTIVITIES OF SW MEDICAL FOUNDATION · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349322524
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.