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SWEC - SOUTHWESTERN MEDICAL FOUNDATION

MESA, AZ · EIN 860716576 · Form 990PF · FY2020 · Micro (<$100K) · swmedical.org
revenue
$100
expenses
$170
net assets
$64K
employees
—
profile · synthesized from sources

Southwestern Medical Foundation is a public charity that supports medical research, education, and patient care, primarily at UT Southwestern Medical Center in Dallas, Texas. It raises funds through philanthropy to advance medical progress and expand access to high-quality healthcare in the Southwestern U.S.

named programs · 3 · from sources

what they call their work

An Evening with DocStars
Annual event highlighting medical innovators and the role of philanthropy in advancing their work, celebrating early-stage research grant recipients.
Early-Stage Research Grants
Seed grants awarded to rising investigators at UT Southwestern Medical Center to ignite promising research.
Learning from Leaders podcast
Podcast spotlighting visionary figures sharing stories about leadership, resilience, and growth, hosted by members of The Cary Council.
activities · 5 clusters

what they do

  • Philanthropic Fundraising for Medical Research and Care 9 activities
    • Developing Medical Infrastructure and Talent
      SWEC has chartered the Southwestern Medical Foundation to build a medical center, created Southwestern Medical College, and raised funds to expand the school and construct the William P. Clements Jr. University Hospital. They also manage 205 endowed chairs and professorships to attract and retain medical talent and fund ambitious projects, and established the Peter O’Donnell Jr. Brain Institute.
    • Developing Medical Infrastructure and Talent
      SWEC has chartered the Southwestern Medical Foundation to build a medical center, created Southwestern Medical College, and raised funds to expand the school and construct the William P. Clements Jr. University Hospital. They also manage 205 endowed chairs and professorships to attract and retain medical talent, and 82 endowed student benefits to provide financial support for students.
    • Funding Medical Research and Education
      SWEC funds medical education, research, and patient care, including neurodegenerative disease research, and has raised over $772 million for research and clinical care through campaigns. They manage over 570 endowed funds, including 166 endowed research centers and programs, to provide long-term financial support for medical infrastructure, programs, and talent.
    • Funding Medical Research and Education
      SWEC funds medical education, research, and patient care, including neurodegenerative disease research, and has raised over $772 million for research and clinical care through campaigns. They manage over 570 endowed funds, including 166 endowed research centers and programs, to provide long-term financial support for medical infrastructure, programs, and talent.
    • Fundraising and capital campaign leadership for medical institutions
      Has led major fundraising initiatives including a $21 million campaign to create 27 Distinguished Chairs, a $772 million "Innovations in Medicine" campaign for research and clinical care, a $200 million effort to build Clements University Hospital, and securing a $100 million commitment for a new pediatric campus in Dallas.
    • Fundraising for Medical Infrastructure and Programs
      Conducts fundraising campaigns to support the expansion of medical facilities, create endowments for distinguished chairs, and fund research and clinical care, including raising over $772 million for the "Innovations in Medicine" campaign and $200 million for the William P. Clements Jr. University Hospital.
    • Historical founding and development of UT Southwestern Medical Center
      Chartered the Southwestern Medical Foundation to build a medical center in the Southwestern U.S., created Southwestern Medical College, raised nearly $1 million to expand it into a Life Sciences Center, and returned to the original Old Parkland Campus where the college began.
    • Management of Endowed Funds
      Manages over 570 endowed funds, including 205 endowed chairs and professorships, 166 endowed research centers and programs, 82 endowed student benefits, 53 endowed special programs and projects, and 70 board-designated endowed funds, to provide long-term financial support for medical infrastructure, programs, and talent at UT Southwestern and other beneficiaries.
    • Management of endowed funds for medical infrastructure, talent, and research
      Manages over 570 endowed funds, including 205 chairs and professorships, 166 research centers and programs, 82 student benefits, 53 special programs, and 70 board-designated funds, providing long-term financial support for medical infrastructure, talent, research, and education at UT Southwestern and other beneficiaries.
  • Seed Grants for Research and Community Arts 5 activities
    • Grantmaking for Early-Stage Medical Research
      Awards $50,000 seed grants to early-stage researchers at UT Southwestern Medical Center through The Cary Council and its Early-Stage Research Grants program, which has led to over $30 million in follow-on funding for their work since 2017.
    • Hosting engagement events to support early-stage research
      Hosts annual “An Evening with DocStars” events to foster engagement and raise funding for early-stage research at UT Southwestern, with the sixth and seventh editions held in consecutive years and the latter marking the 10th anniversary of The Cary Council.
    • Provision of seed grants to early-stage researchers
      Through The Cary Council, awards $50,000 seed grants to early-career investigators at UT Southwestern Medical Center; since 2017, 24 researchers have received funding, leading to over $30 million in follow-on research support.
    • Supporting Early-Stage Medical Researchers
      Through The Cary Council, SWEC awards $50,000 seed grants to early-stage researchers at UT Southwestern Medical Center, having awarded 24 grants since 2017, which have led to over $30 million in follow-on funding. They also host "An Evening with DocStars" events to foster engagement and funding for early-stage research.
    • Supporting Early-Stage Medical Researchers
      Through The Cary Council, SWEC awards $50,000 seed grants to early-stage researchers at UT Southwestern Medical Center, having awarded 24 grants since 2017, which have led to over $30 million in follow-on funding. They also host "An Evening with DocStars" events to foster engagement and funding for early-stage research.
  • Pediatric & Specialty Disease Research Funding 2 activities
    • Establishment and support of specialized medical research institutes
      Established the Peter O’Donnell Jr. Brain Institute to advance research and treatment of brain, spine, nerve, and muscle disorders, and supports research in areas including breast cancer, genomics, infectious disease, and pediatrics through targeted funding.
    • Support for Medical Education, Research, and Patient Care
      Provides support for advanced medical education, research, and patient care, including receiving charitable gift annuities for neurodegenerative disease research and contributing to the establishment of the Peter O’Donnell Jr. Brain Institute.
  • Member-Focused Newsletter Publishing 1 activity
    • Publication and communication of medical foundation activities
      Mails the Perspectives newsletter to thousands of readers to communicate foundation news and impact.
  • Uncategorized 6 activities
    • Community Engagement and Thought Leadership
      Hosts events like "An Evening with DocStars" to foster engagement and funding for early-stage research, and convenes thought leaders on the future of health and academic medicine through "Leading the Conversation on Health" and the "Learning from Leaders" podcast.
    • Convening Thought Leaders and Disseminating Information
      SWEC created “Leading the Conversation on Health” to convene thought leaders on the future of health and academic medicine and introduced the "Learning from Leaders" podcast to spotlight visionary figures and explore leadership, resilience, and growth.
    • Convening Thought Leaders and Sharing Knowledge
      SWEC created “Leading the Conversation on Health” to convene thought leaders on the future of health and academic medicine and introduced the "Learning from Leaders" podcast to spotlight visionary figures and explore leadership, resilience, and growth.
    • Facilitation of leadership and innovation dialogues in academic medicine
      Convenes thought leaders through initiatives like “Leading the Conversation on Health” and produces the “Learning from Leaders” podcast to explore leadership, resilience, and the future of health and academic medicine.
    • Stewardship of charitable gifts and annuities for medical research
      Receives and manages charitable gift annuities, such as one received in 2025, to support neurodegenerative disease research at UT Southwestern and empower physician-scientists and medical training.
    • Supporting Medical Students
      SWEC manages 82 endowed student benefits to provide financial support for students.
financials · form 990PF · fy2020

the money

revenue
Total revenue$100
Contributions & grants$100100%
Program service revenue——
Investment income$00%
Other revenue$0
expenses
Total expenses$170
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$64K
Cash—
Investments—
Liabilities—
Net assets$64K
1 years on record · 2020–2020
leadership · form 990 part vii · fy2020

who runs it

board members · 6
  • Aaron Petersen — Director
  • Bradley Walker — Director
  • John M Lewis — Director
  • Jordan Bluth — Director
  • Judy Thompson — Director
  • Shane Armstrong — Director
relationships · 37

who they work with

  • A.H. Belo Corporation Partner — Robert Decherd, Chairman and CEO of A.H. Belo Corporation, chaired a $21 million fundraising campaign.
  • Adair Foundation Funder — Donor supporting Chaplaincy & Bereavement Support at UT Southwestern.
  • Bank of America Partner — Financial partner.
  • Brigade Events Partner — Event Production partner.
  • Casual Astronaut Partner — Public Relations, Communications & Creative Services partner.
  • Children’s Health Partner — Announced a $100 million commitment from The Stephens Greth Foundation together with UT Southwestern Medical Center and Southwestern Medical Foundation.
  • Children’s Health℠ Partner — Partnered on the groundbreaking of a new Dallas pediatric campus.
  • Comerica Partner — Financial partner.
  • Cybalt Partner — Information Technology & Cybersecurity partner.
  • Estate of Nelson Mauldin Funder — Donor supporting Alzheimer’s and Cancer Research at UT Southwestern.
  • FEG Investment Advisors Partner — Financial partner involved in portfolio construction and long-term stewardship.
  • Fund Evaluation Group Partner — Financial partner.
  • HBK Capital Management Partner — Financial partner involved in portfolio construction and long-term stewardship.
  • Hilltop Securities Partner — Financial partner.
  • Hunton Andrews Kurth LLP Partner — Legal partner.
  • JP Morgan Partner — Financial partner.
  • LDWW Partner — Public Relations, Communications & Creative Services partner.
  • Lyda Hill Philanthropies Funder — Lead sponsor for the "An Evening with DocStars" event.
  • Marsh McLennan Partner — Audit & Risk partner.
  • Moody Foundation Funder — Provided a nine-figure gift for the new Dallas pediatric campus.
  • NCC Data Partner — Information Technology & Cybersecurity partner.
  • Northern Trust Partner — Financial partner.
  • O&H Brand Design Partner — Public Relations, Communications & Creative Services partner.
  • O’Donnell Foundation Funder — Donor benefitting multiple high-impact programs at UT Southwestern and related initiatives.
  • People Performance Resources Partner — Human Resources partner.
  • Pogue Foundation Funder — Provided a $100 million gift for the new Dallas pediatric campus.
  • The Cary Council Partner — Hosted the "An Evening with DocStars" event and hosts the "Learning from Leaders" podcast.
  • The Dedman Foundation Funder — Donor benefitting Moody Children’s Hospital.
  • The Rees-Jones Foundation Funder — Provided a $100 million gift for the new Dallas pediatric campus.
  • The Richard and Mary Templeton Foundation Funder — Donor benefitting Moody Children’s Hospital and UT Southwestern’s Peter O’Donnell Jr. Brain Institute.
+ 7 more