Southwestern Medical Foundation is a Dallas, Texas-based foundation that raises and manages private philanthropic funds, primarily to support UT Southwestern Medical Center. Its work centers on medical research, medical education, and patient care.
Key facts about Southwestern Medical Foundation
In short: Southwestern Medical Foundation gave $47.3M across 61 grants in 2024 (avg $776K), mostly in Texas. 46% of 2024 grantees were new. Source: 2024 IRS Form 990 filing.
- EIN
- 75-0945939
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $47,313,761
- Grants made (2024)
- 61
- Average grant
- $775,635
- Median grant
- $53,104
- New grantees (estimate)
- 46% first-time grantees (6 of 13, 2024)
- Total assets
- $1,290,642,191
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
Data from IRS Form 990 filing, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2024 IRS Form 990 filing · View filing
Total Assets
$1.3B
+7.6% YoY
Annual Giving
$47.3M
+8.9% YoY
Grant Count
61
+19.6% YoY
Avg Grant Size
$776K
-9.0% YoY
Is Southwestern Medical Foundation open to new grantees?
46%
first-time grantees, 2024
In 2024, 6 of 13 grantees (46%) were first-time recipients. First grants averaged $38K; repeat grants $6.7M. How we count
Medians: $32K first-time, $98K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Foundation’s stated purpose is to develop and improve medical education, medical research, and patient care in the North Texas community and throughout the world. It says it continues to raise and manage private philanthropic dollars, primarily for UT Southwestern, through grants and scholarships.
Its website describes support for research, faculty and students, patient and clinical programs, and health care awareness and prevention. It also describes support for medical students and faculty through scholarships, awards, professorships, fellowships, and chairs.
In 2024, the Foundation supported Cancer Prevention Initiative Inc., whose stated mission is to accelerate discovery and development of medicines that prevent cancer. Other 2024 recipients included Parkland Foundation, which says it secures philanthropic investments for public health care; Dallas County Medical Society, which says it promotes public health and advocates for physicians and their relationship with patients; and Phoenix Houses of Texas, which says it helps people and communities affected by substance use disorders and related mental health conditions.
Grantmaking
In 2024, the Foundation reported 61 grants totaling **$47,313,761**. Grant amounts ranged from **$5,250 to $17,475,561**, with a median of **$53,104**. The largest reported grants included:
Open Grants
3 open opportunities from Southwestern Medical Foundation
Ho Din Award
Southwestern Medical Foundation
Amount
$10,000
Deadline
Rolling / Open
Ida M. Green Award
Southwestern Medical Foundation
Amount
Varies
Deadline
Rolling / Open
Priddy Award
Southwestern Medical Foundation
Amount
Varies
Deadline
Rolling / Open
Ready to take the next step with Southwestern Medical Foundation?
Geographic Focus
Where this funder awards grants
All reported 2024 grant dollars went to recipients in Texas. The Foundation’s stated purpose also refers to the North Texas community and support “throughout the world.”
Grant Distribution by State
Share of all 61 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $30.0M (2021) to $74.1M (2022). In 2024 it made 61 grants totaling $47.3M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was UT Southwestern ($45.1M across 49 grants). Together the top 10 received $47.3M.
Grant Size Distribution
344 grants across all recorded years
The most common grant size was under $50K: 183 grants of 344 (53%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UT Southwestern Dallas, TX | Summer 2024 Semi-Annual 4.5% Distributions | $17,475,561 |
| UT Southwestern Dallas, TX | Spring 2024 Semi-Annual 4.5% Distributions | $17,345,872 |
| UT Southwestern Dallas, TX | To support key activities at ut southwestern medical school | $2,127,101 |
| Cancer Prevention Initiative Inc Dallas, TX | Cancer Prevention Initiative | $1,595,000 |
| UT Southwestern Dallas, TX | To support initiatives of the peter o'donnell, jr. Brain institute | $1,380,000 |
| UT Southwestern Dallas, TX | To support the harold c. Simmons comprehensive cancer center | $1,000,040 |
| UT Southwestern Dallas, TX | Mary r. Saner endowment fund annual 4% distribution to be applied to outstanding hospital bills for indigent elderly patients | $677,048 |
| UT Southwestern Dallas, TX | To Support the O'Donnell Brain Institute | $572,440 |
| UT Southwestern Dallas, TX | To Support Various Initiatives at Utsw | $537,996 |
| UT Southwestern Dallas, TX | To Support Gulf War Syndrome Research | $500,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $1,290,642,191 | $183,069,250 | $55,305,025 | $47,313,761 |
| 2023 | $1,199,963,212 | $72,790,697 | $51,850,614 | $43,453,261 |
| 2022 | $1,123,003,167 | $79,182,549 | $81,194,379 | $74,114,593 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,290,642,191 | $1,199,963,212 | $1,123,003,167 |
| Revenue | $183,069,250 | $72,790,697 | $79,182,549 |
| Expenses | $55,305,025 | $51,850,614 | $81,194,379 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $120,709,255 | $45,184,385 | $55,026,470 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jere W. Thompson Jr. as chairman of the board and the following trustees: Cheryl D. Alston, Liz Armstrong, Kim J. Askew, Kelvin A. Baggett MD, Randy Best, Lucy Billingsley, Jan Hart Black, Randy Bowman, and Tucker S. Bridwell.
Southwestern Medical Foundation is led by Michael McMahan, President & CEO since 2024 (on filings since 2023); 8 of 95 officers listed in 2024 are compensated.
Officers on the 2024 filing
Michael McMahan
President & CEO
President & CEO - Partial Year → President & CEO, 2024
On filings since 2023
40 hrs/week
$317K (2023) → $442K (2024)
Jere W. Thompson Jr.
Chairman of the Board
Trustee → Chairman of the Board, 2022
On filings since 2020
0.3 hrs/week
No compensation reported
Brittany Lebling
Director of Communications
Communications Manager → Director of Communications, 2021
On filings since 2020
40 hrs/week
$113K (2020) → $136K (2024)
Stephanie Vidikan
Senior Director of Operations
Director of Project Management → Director of Project Manager, 2022
Director of Project Manager → Senior Director of Operations, 2024
On filings since 2020
40 hrs/week
$109K (2020) → $148K (2024)
Trae Holmes
Senior Director of Account
Senior Director of Accounting → Senior Director of Account, 2024
On filings since 2023
40 hrs/week
$149K (2023) → $165K (2024)
Blake Evans
Director of Donor Relations
New on the 2024 filing
40 hrs/week
$111K (2024)
Alfreda B. Norman
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Andersen C. Fisher
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Bob Jordan
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Bonnie Bass Smith
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Brian Schultz
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Caren Kline
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Carter Montgomery
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Cate Ford
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Catherine M. Rose
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Charles W. Matthews
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Connie O'Neill
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Daniel G. Routman
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Daniel K. Podolsky MD
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
David B. Miller
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
David C. Haley
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
David O. Brown
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
David R. Corrigan
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
David T. Seaton
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Hill A. Feinberg
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Holland P. Gary
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
J. Robert Brown
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Jack B. Lowe Jr.
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
James Keyes
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
James R. Huffines
Trustee
Chairman of the Board → Trustee, 2022
On filings since 2020
0.3 hrs/week
No compensation reported
Jan Hart Black
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Jeanne L. Phillips
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Jerry V. Smith
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Joyce Lacerte
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Katie H. Robbins
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Kelvin A. Baggett MD
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Kip Tindell
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Kit Tennison Moncrief
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Leland R. Burk
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Linda P. Evans
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Linda Pitts Custard
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Lucy Billingsley
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Lydia H. Novakov
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Margaret Vonder Hoya
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Mark D. Gibson
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Mark Langdale
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Mark Zale
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Marvin J. Stone MD
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Matthew S. Ramsey
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
McHenry T. Tichenor Jr.
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Nancy Cain Marcus PhD
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Nicole G. Small
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Nita P. Clark
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Randy Best
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Randy Bowman
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Robert B. Rowling
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Robert H. Dedman Jr.
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Rod C. Jones
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Sam L. Susser
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Sarah K. Miller
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Timothy P. Costello
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Todd Williams
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Cheryl D. Alston
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Dawn Zierk
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Imran Khan
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
J. Ray Nixon Jr.
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Kathleen J. Wu
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Pilar Tabernero Henry
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Shonn Brown
Trustee
On filings since 2021
0.3 hrs/week
No compensation reported
Amy McKnight
Trustee
On filings since 2022
0.3 hrs/week
No compensation reported
Kim J. Askew
Trustee
On filings since 2022
0.3 hrs/week
No compensation reported
Linda Kao
Trustee
On filings since 2022
0.3 hrs/week
No compensation reported
Michael L. Kahn
Trustee
On filings since 2022
0.3 hrs/week
No compensation reported
Pete Chillian
Trustee
On filings since 2022
0.3 hrs/week
No compensation reported
Peter D. Brundage
Trustee
On filings since 2022
0.3 hrs/week
No compensation reported
Chris Kleinert
Trustee
On filings since 2023
0.3 hrs/week
No compensation reported
Jennifer Scripps
Trustee
On filings since 2023
0.3 hrs/week
No compensation reported
Joan Buchanan Hill
Trustee
On filings since 2023
0.3 hrs/week
No compensation reported
Kenneth A. Hersh
Trustee
On filings since 2023
0.3 hrs/week
No compensation reported
Marshall Payne
Trustee
On filings since 2023
0.3 hrs/week
No compensation reported
Tucker S. Bridwell
Trustee
On filings since 2023
0.3 hrs/week
No compensation reported
Charmaine Tang
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Curt Farmer
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Dennis Wong
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Jacob Jones
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Jennifer Chandler
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Kathy Crow
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Kay Bailey Hutchison
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Liz Armstrong
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Mandy Ginsberg
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Robert W. Jordan
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Todd Lemkin
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Emily Davis
Corporate Secretary
On filings since 2020
40 hrs/week
$97K (2020) → $150K (2024)
Raphael Foster
Senior Financial Analyst & Treasury Manager
On filings since 2023
40 hrs/week
$100K (2023) → $108K (2024)
Sarah Fletcher
Chief Financial Officer
On filings since 2023
40 hrs/week
$22K (2023) → $263K (2024)
Former officers (54)
- Former: Charles Anderson (2020–2023) — Trustee
- Former: Gary C. Kelly (2020–2023) — Trustee
- Former: J. Hale Hoak (2020–2023) — Trustee
- Former: Kathleen M. Gibson (2020–2023) — President & CEO - Partial Year
- Former: Kay Schlankey (2020–2023) — Senior Vice President & CFO
- Former: Kelcy L. Warren (2020–2023) — Trustee
- Former: Lisa Troutt (2020–2023) — Trustee
- Former: Nancy S. Halbreich (2020–2023) — Trustee
- Former: Richard E. Hoffman MD (2020–2023) — Trustee
- Former: Richard R. Pollock (2020–2023) — Trustee
- Former: Richard W. Fisher (2020–2023) — Trustee
- Former: S. Todd Maclin (2020–2023) — Trustee
- Former: Samuel D. Loughlin (2020–2023) — Trustee
- Former: Steven S. Schiff (2020–2023) — Trustee
- Former: Amb Robert W. Jordan (2022–2023) — Trustee
- Former: Bobby B. Lyle (2020–2022) — Trustee
- Former: Debbie Scripps (2020–2022) — Trustee
- Former: James C. Oberwetter (2020–2022) — Trustee
- Former: Jennifer J. Eagle (2020–2022) — Trustee
- Former: Kathryn W. Hall (2020–2022) — Trustee
- Former: Kern Wildenthal MD PhD (2020–2022) — Trustee
- Former: Rex V. Jobe (2020–2022) — Trustee
- Former: Robert J. Schlegel (2020–2022) — Trustee
- Former: Roxane Barry (2020–2022) — Director of Accounting
- Former: Stuart Fitts (2020–2022) — Trustee
- Former: Alice Worsham Bass (2020–2021) — Trustee
- Former: Catherine B. Taylor (2020–2021) — Trustee
- Former: Charles E. Nearburg (2020–2021) — Trustee
- Former: Florence Shapiro (2020–2021) — Trustee
- Former: Harlan B. Korenvaes (2020–2021) — Trustee
- Former: Howard M. Meyers (2020–2021) — Trustee
- Former: John L. Adams (2020–2021) — Trustee
- Former: Joseph M. Depinto (2020–2021) — Trustee
- Former: Kelly E. Roach (2020–2021) — Trustee
- Former: Linda Harbin Robuck (2020–2021) — Trustee
- Former: Matthew K. Rose (2020–2021) — Trustee
- Former: Robert L. Kaminski (2020–2021) — Trustee
- Former: Satish Gupta (2020–2021) — Trustee
- Former: W. Kelvin Walker (2020–2021) — Trustee
- Former: Amb Robert W. Jordan Partial Year (2021) — Trustee
- Former: Amb Robert Jordan Ret (2020) — Trustee
- Former: David B. Holl (2020) — Trustee
- Former: Eric Johnson (2020) — Trustee
- Former: Gloria Eulich Varel (2020) — Trustee
- Former: Guillermo Perales (2020) — Trustee
- Former: Jill C. Bee (2020) — Trustee
- Former: Julie H. Kosnik (2020) — Trustee
- Former: Pauline Medrano (2020) — Trustee
- Former: Ray Nixon Jr. (2020) — Trustee
- Former: Robert W. Best (2020) — Trustee
- Former: Ronald W. Haddock (2020) — Trustee
- Former: Ted C. Skokos (2020) — Trustee
- Former: William E. Billy Rosenthal (2020) — Trustee
- Former: William S. Spears PhD (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $442K, to Michael McMahan (President and CEO). 8 officers or directors reported compensation on that filing.
Contact
Mailing address: 3889 Maple Avenue 100, Dallas, TX 75219
Phone: (214) 351-6143
Website: https://swmedical.org
Frequently asked questions about Southwestern Medical Foundation
How much does Southwestern Medical Foundation give each year?
Southwestern Medical Foundation gave $47.3M across 61 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $43.5M across 51 grants.
What is Southwestern Medical Foundation's typical grant size?
Southwestern Medical Foundation's median grant in 2024 was $53,104, and its average grant was $775,635, across 61 grants on its 2024 IRS Form 990 filing. Organizations receiving their first grant from Southwestern Medical Foundation that year got $38K on average.
Where does Southwestern Medical Foundation give grants?
Southwestern Medical Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The most frequent recipient cities were Dallas, TX (56 grants).
Does Southwestern Medical Foundation give general operating support?
Occasionally: 2% of Southwestern Medical Foundation's 2024 grants with a stated purpose (1 of 61) were for general or operating support, per its 2024 IRS Form 990 filing. Recurring purposes include "Community Event" (4 grants).
Who are Southwestern Medical Foundation's largest grantees?
Southwestern Medical Foundation's largest 2024 grantees include UT Southwestern ($45,052,875 across 49 grants), Cancer Prevention Initiative Inc ($1,595,000) and Parkland Foundation ($252,500), according to its 2024 IRS Form 990 filing. Together they received 99% of its itemized 2024 grant dollars.
How large is Southwestern Medical Foundation?
Southwestern Medical Foundation reported $1.3B in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $183.1M.
What does Southwestern Medical Foundation fund?
The Foundation’s stated purpose is to develop and improve medical education, medical research, and patient care in the North Texas community and throughout the world. See mission & focus areas ↑
How do I apply for a grant from Southwestern Medical Foundation?
In 2024, the Foundation reported 61 grants totaling $47,313,761. Grant amounts ranged from $5,250 to $17,475,561, with a median of $53,104. The largest reported grants included:
What is Southwestern Medical Foundation's EIN?
Southwestern Medical Foundation's EIN (Employer Identification Number) is 75-0945939. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Southwestern Medical Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Southwestern Medical Foundation's focus areas in our free grants database
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