Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER |
746001118 | 6 | Yes | 298,538 | 0 | |
|
Total 1
|
298,538 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 6 | THE CARING FUND BEGAN HELPING EMPLOYEES AND THEIR FAMILIES RECOVER FROM DISASTERS BEGINNING WITH THE 2011 TEXAS WILDFIRES. THE CARING FUND POLICY HAS BEEN EXPANDED TO PROVIDE (A) FINANICAL ASSISTANCE FOR SPECIFIC QUALIFYING FINANCIAL HARDSHIPS AND (B) FINANCIAL ASSISTANCE TO ELIGIBLE APPLICANTS WHO ARE CARRYING OUT ESSENTIAL DUTIES AS REQUIRED BY MD ANDERSON CANCER CENTER DURING A PUBLIC HEALTH EMERGENCY, SUCH AS COVID19, FOR COSTS RELATED TO COMING TO WORK SUCH AS TRANSPORTATION, TEMPORARY HOUSING, AND CHILDCARE. OVERALL, THE FUND HAS AIDED MORE THAN 1,000 EMPLOYEES THROUGH THE DISTRIBUTION OF GRANTS TO ELIGIBLE APPLICANTS. IN FY20, THE FUND ISSUED 156 GRANTS TO 145 RECIPIENTS TOTALING $212,167. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS THE PRESIDENT OF MDACC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF THE ORGANIZATION APPOINTS FOUR OF THE DIRECTORS OF THE ORGANIZATION. THE REMAINING DIRECTORS ARE SELECTED BY THE BOARD OF REGENTS OF THE UNIVERSITY OF TEXAS SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7B | WITH RESPECT TO GOVERNANCE DECISIONS SUBJECT TO APPROVAL BY PERSONS OTHER THAN THE GOVERNING BODY, AMENDMENT OF THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS MUST BE APPROVED BY THE SOLE MEMBER OF THE ORGANIZATION AND DESIGNATED REPRESENTATIVES OF THE UNIVERSITY OF TEXAS SYSTEM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S CFO PREPARES THE FORM 990, WHICH IS SUBSEQUENTLY REVIEWED BY AN EXTERNAL ACCOUNTING FIRM. ONCE THE CFO AND ACCOUNTING FIRM HAVE AGREED ON THE FINAL FORM, THE CFO FACILITATES THE RETURN'S REVIEW WITH THE MANAGEMENT TEAM AND THEIR REVISIONS ARE INCLUDED IN THE FINAL VERSION OF THE FORM. THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE MEMBERS, A SUB-COMMITTEE OF THE BOARD, PRIOR TO FILING. THE RETURN IS DISTRIBUTED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND KEY EMPLOYEES ("COVERED PERSONS") ARE REQUIRED ANNUALLY TO DISCLOSE ANY POTENTIAL CONFLICTS, AS DESCRIBED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND CODE OF ETHICS (THE "POLICY") TO THE PRESIDENT OF THE ORGANIZATION. THE PRESIDENT DISCLOSES HIS POTENTIAL CONFLICTS TO THE CHAIRMAN OF THE ORGANIZATION. THE GENERAL COUNSEL MONITORS COMPLIANCE WITH THESE REQUIREMENTS. ANY POTENTIAL CONFLICT OF INTEREST IS REFERRED TO THE ORGANIZATION'S CONFLICTS OF INTEREST COMMITTEE (THE "COMMITTEE"), WHICH IS COMPOSED OF PERSONS WHO ARE DISINTERESTED IN ANY INTEREST BEING REVIEWED. PER THE POLICY, THE COMMITTEE DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS BY MAKING FURTHER INVESTIGATION WITH RESPECT TO ANY INTEREST THAT HAS BEEN IDENTIFIED. THE COVERED PERSON SHALL NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER ANY QUESTIONS AS NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE SHALL MAKE A FINDING AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REPORTS ITS FINDING TO THE BOARD. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS WITH RESPECT TO A PARTICULAR CONTRACT, TRANSACTION OR ARRANGEMENT (COLLECTIVELY, "ARRANGEMENT"), THE DISINTERESTED DIRECTORS OF THE ORGANIZATION EXERCISE DUE DILIGENCE TO DETERMINE WHETHER THE ORGANIZATION COULD OBTAIN A MORE ADVANTAGEOUS ALTERNATIVE ARRANGEMENT, WHETHER THE ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTERESTS AND FOR THE ORGANIZATION'S OWN BENEFIT, AND WHETHER THE ARRANGEMENT IS FAIR AND REASONABLE TO THE ORGANIZATION. THE COMMITTEE SHALL KEEP MINUTES OF ITS DELIBERATIONS. IF THE BOARD OR THE COMMITTEE FINDS THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, IT MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY INCLUDE REMOVAL OR TERMINATION OF THE COVERED PERSON. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE ORGANIZATION'S EMPLOYED EXECUTIVES, OFFICERS AND OTHER KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BUDGET AND COMPENSATION COMMITTEE (BOARD COMMITTEE). ALL MEMBERS OF THE BUDGET AND COMPENSATION COMMITTEE ARE DISINTERESTED IN THE COMPENSATION THAT IS BEING REVIEWED. AN INDEPENDENT EXPERT WHO IS RETAINED BY MDACC PREPARES AN ANALYSIS FOR THE BUDGET AND COMPENSATION COMMITTEE IN WHICH APPROPRIATE COMPARABILITY DATA FROM INDEPENDENT MARKET SURVEYS IS REVIEWED. THE ANALYSIS IS THEN REVIEWED BY AN EXTERNAL CONSULTANT. ALL COMPENSATION AND BENEFITS ARE APPROVED IN ADVANCE BY THE BUDGET AND COMPENSATION COMMITTEE. MINUTES OF THE BUDGET AND COMPENSATION COMMITTEE'S MEETINGS ARE TAKEN, REVIEWED AND STORED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ANNUAL RETURNS AND APPLICATION FOR TAX EXEMPTION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | DENISE SPRING IS EMPLOYED BY THE ORGANIZATION AT THE REQUEST OF UTMDACC (THE SUPPORTED ORGANIZATION) BECAUSE SHE IS AN OUT-OF-STATE EMPLOYEE. ALL OF DENISE SPRING'S EMPLOYMENT EXPENSES ARE REIMBURSED BY UTMDACC AND ALL OF HER EMPLOYMENT TIME IS SPENT ON BEHALF OF UTMDACC. |
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