2025-03-04T14:26:35-06:00 2024-08-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2023-09-01 471744274 UNTHSC FOUNDATION UNTH 8177352445 3500 CAMP BOWIE BLVD 800 FORT WORTH TX 761072699 DR KIMBERLY RUSSELL EXECUTIVE DIRECTOR 8177352445 2025-03-03 1 1 SARA BURKHART P01435955 9724901970 2023 2025-03-06 01:10:19Z DR KIMBERLY RUSSELL 3500 CAMP BOWIE BLVD 800 FORT WORTH TX 761072699 3835657 0 X N/A X 2014 TX TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES. 15 15 0 35 0 0 3573530 1400194 0 0 356726 1136340 313284 256866 4243540 2793400 2665150 1614331 0 0 0 0 0 0 93449 697987 780408 3363137 2394739 880403 398661 136689882 158191207 105711696 122985292 30978186 35205915 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES. 0 0 1614331 1614331 RESEARCH DEVELOPMENT & ENHANCEMENTFUNDS ARE USED TO SUPPORT AND ENHANCE SCHOLARLY RESEARCH BY ESTABLISHING ENDOWED FACULTY POSITIONS IN KEY RESEARCH FOCUS AREAS AND ENHANCING THE NOVEL RESEARCH WORK BEING CONDUCTED BY FACULTY MEMBERS IN A VARIETY OF AREAS. THE FOUNDATION FUNDS AN ENDOWED CHAIR IN PHARMACOLOGY AND NEUROSCIENCE WHICH ENHANCE WORK IN HEALTH DISPARITIES RESEARCH AS WELL AS ALZHEIMER'S AND GERIATRICS RESEARCH. OSTEOPATHIC HERITAGE FOUNDATION ENDOWED CHAIR OF CLINICAL RESEARCHTHE RICHARDS-COHEN DISTINGUISHED CHAIR IN CLINICAL RESEARCH ENDOWMENT WAS CREATED TO SUPPORT CLINICAL RESEARCH AND EDUCATION IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE AT THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER. CURRENT EFFORTS FOCUS ON ESTABLISHING A REPLICABLE CLINICAL RESEARCH TEAM MODEL THAT ENCOURAGES OSTEOPATHIC PHYSICIANS TO ENGAGE IN PATIENT-BASED CLINICAL RESEARCH. THE LEVINE PRESIDENT'S AWARDS PROVIDE ACADEMIC SCHOLARSHIPS TO STUDENTS IN EACH OF THE HSC'S SCHOOLS/COLLEGES BASED ON AWARDING DECISIONS MADE BY THE HSC SCHOLARSHIP COMMITTEE. AT THE INSTRUCTION OF THE PRESIDENT, THESE AWARDS ARE TO BE DIVIDED EQUALLY TO SUPPORT STUDENTS IN THE TEXAS COLLEGE OF OSTEOPATHIC MEDICINE, GRADUATE SCHOOL OF BIOMEDICAL SCIENCES, SCHOOL OF PUBLIC HEALTH, SCHOOL OF HEALTH PROFESSIONS (PHYSICIAN ASSISTANTS AND PHYSICIAN THERAPISTS), AND COLLEGE OF PHARMACY. THE ENDOWMENT SUPPORTING THESE AWARDS WAS RECEIVED THROUGH AN INSURANCE POLICY WITH INSTRUCTIONS TO BE USED AT THE DISCRETION OF THE HSC PRESIDENT. 1614331 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X SYDNEY ADAMS-BASPED 8177355111 3500 CAMP BOWIE BLVD SUITE 800 FORT WORTH TX 76107 X QUINTIN CASSADY JD DIRECTOR 2.00 X 0 0 0 DENNIS SHINGLETON MS MBA COL US DIRECTOR 2.00 X 0 0 0 JT AUGHINBAUGH DIRECTOR 2.00 X 0 0 0 JEFF BEESON DO RN EMT-P DIRECTOR 2.00 X 0 0 0 JOHNNY CAMPBELL DIRECTOR 2.00 X 0 0 0 ROSA NAVEJAR DIRECTOR 2.00 X 0 0 0 ELIZABETH J KEHOE DIRECTOR 2.00 X 0 0 0 RAY DICKERSON DIRECTOR 2.00 X 0 0 0 SUSAN FARR DIRECTOR 2.00 X 0 0 0 MARIE HOLLIDAY DMD DIRECTOR 2.00 X 0 0 0 ROBERT PENCE PE BCEEE DIRECTOR 2.00 X 0 0 0 TODD SPAKE DIRECTOR 2.00 X 0 0 0 JAMES COURY DIRECTOR 2.00 X 0 0 0 MICHAEL YEAGER CHAIR 2.00 X X 0 0 0 ALDEN KAROTKIN SECRETARY 2.00 X X 0 0 0 KIMBERLY RUSSELL EXECUTIVE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 100580 1299614 37249 1400194 674275 674275 976 976 1487170 1025105 462065 462065 462065 12400 100580 17152 -4752 -4752 MANAGEMENT FEE INCOME 900099 248481 248481 MISCELLANEOUS INCOME 900099 12161 12161 260642 2793400 0 0 1393206 1614331 1614331 278869 278869 81530 81530 132026 132026 1132 1132 5788 5788 109570 109570 171 171 200 200 4185 4185 8848 8848 OTHER EVENT EXPENSES 93449 93449 MEALS & ENTERTAINMENT 23353 23353 DUES & SUBSCRIPTIONS 13438 13438 BAD DEBT EXPENSE 10720 10720 17129 17129 2394739 1614331 686959 93449 14052 5376 2548498 1086629 656577 275248 69123 196919 133319651 156488311 81981 138724 136689882 158191207 184143 168236 15000 105527553 122802056 105711696 122985292 X 2849394 2376818 28128792 32829097 30978186 35205915 136689882 158191207 398661 3829068 0 X X 0 1 X 1 0 X 3367413 2050402 3036000 3573530 1400194 13427539 3367413 2050402 3036000 3573530 1400194 13427539 4209254 9218285 362798 389729 544516 581702 675251 2553996 186811 243354 274133 229827 260642 1194767 17176302 0.53670 0.70650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24299350 497565 6405200 899993 30302122 21943539 1322972 1954845 922006 24299350 26100608 243419 -3483079 917409 21943539 18997701 366799 3563564 827456 22100608 17438678 389538 1752039 582554 18997701 1.00000 0 0 0 EQUITIES 118368764 F FIXED INCOME 28952563 F ALTERNATIVE INVESTMENTS 9166984 F 156488311 DUE TO RELATED PARTY 122802056 122802056 X 6562966 3829068 4876 3833944 2729022 81530 -17152 64378 2793400 2335237 4876 17152 22028 2313209 81530 81530 2394739 PART X, LINE 2: THE FOUNDATION RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE FOUNDATION'S TAX EXEMPT STATUS FOR FEDERAL TAX PURPOSES AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE FOUNDATION WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -17,152. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 17,152. HORSMAN MCFADDEN GOLF TOURNAMENT 102980 90580 12400 205 12655 4292 LEGENDS GALA 10000 10000 112980 100580 12400 205 12655 4292 17152 -4752 1 UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER 3500 CAMP BOWIE BLVD FORT WORTH TX 76107 756064033 501(C)(3) 1609296 0 MEDICAL RESEARCH AND EDUCATION 1 PART I, LINE 2: THE FOUNDATION KEEPS RECORDS OF GRANT RELATED ASSISTANCE THROUGH THE USE OF QUICKBOOKS, MONTHLY TRANSFER REQUESTS, AND WELLS FARGO INVESTMENT ALLOCATION SPREADSHEETS. X 1 25089 NYSE HI-LO AVERAGE X 1 1655 FMV X 2 10300 FMV X GOLF TOURNAMENT PRIZES 1 205 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE IT IS FILED. THE EXECUTIVE COMMITTEE PRESENTS THE FINAL RETURN TO THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY REVIEW THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE COMPLIANCE WITH THAT POLICY. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS MADE AVAILABLE TO REQUESTERS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.