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· Public charity

Southwestern Medical Foundation

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.

$49M
Granted FY2024still arriving
61
Grants FY2024still arriving
5
States reached
$17M
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Science & Tech$148MHealth$108MRecreation & Sports$35MEducation$25MArts & Culture$1.9MPublic Safety & Disaster$888kHuman Services$435kCommunity Improvement$48kOther$0
02FY2024 · 61 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 61 grants below total $47,313,761, the rows itemized in this filing. The $48,528,987 headline is the total grant expense on the return; the other $1,215,226 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k3 grants · $21k
  • $10k–50k23 grants · $460k
  • $50k–250k20 grants · $1.8M
  • $250k+15 grants · $45M
$53,104
Median grant
5
States reached
$1.3B
Total assets
Largest grants
RecipientAmount
UT SOUTHWESTERN$17,475,561
UT SOUTHWESTERN$17,345,872
UT SOUTHWESTERN$2,127,101
CANCER PREVENTION INITIATIVE INC$1,595,000
UT SOUTHWESTERN$1,380,000
UT SOUTHWESTERN$1,000,040
UT SOUTHWESTERN$677,048
UT SOUTHWESTERN$572,440
UT SOUTHWESTERN$537,996
UT SOUTHWESTERN$500,000
UT SOUTHWESTERN$500,000
UT SOUTHWESTERN$500,000
UT SOUTHWESTERN$300,000
PARKLAND FOUNDATION$252,500
UT SOUTHWESTERN$250,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–21, $15k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%JEWISH FAMILY SERVICES OF DALLAS: $5k → 14%YMCA OF METROPOLITAN DALLAS: $5k → 14%YMCA OF METROPOLITAN DALLAS: $5k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 6% of Southwestern Medical Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Southwestern Medical Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$318M · 19 repeat orgs$998k to everyone else

19 repeat relationships: 8 still active in FY2024, 11 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
14

Total granted

$318M
$792k

Median revenue growth · since first grant

+26%
+48%

Still filing today

58%
71%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $206k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
HealthCommunity ImprovementEducationArts & CulturePhilanthropyHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CP
    CANCER PREVENTION INITIATIVE INC
    2× · 2022–2024 · $1.8M · revenue +203% · 95% of their budget
  • CH
    CHILDREN'S HEALTH SYSTEM OF TEXAS
    3× · 2017–2019 · $1.8M · revenue +106%
  • TW
    TEXAS WOMANS UNIVERSITY FOUNDATION INC
    5× · 2017–2023 · $120k · revenue +197%

Funded once

  • TU
    THE UNIVERSITY OF TEXAS AT DALLAS
    one grant, 2017 · $673k
  • UO
    UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON
    one grant, 2017 · $50k
  • TC
    THE CHARTER 100 OF DALLASgraduated
    one grant, 2017 · $8k · revenue +48%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Bionorthtexas Foundation

The BIONORTHTEXAS Foundation (BioNTX) is a Texas Membership Association designed to support company formation and industry growth in the bioscience sector. The organization spans 26 counties in North Texas and is committed to collaboration…

Health
2
Tex-E Inc
Education
3
The University of TexasTexas a&M Investment Management Company

To generate superior long-term investment returns to support The University of Texas and Texas A&M University systems as they provide world-class teaching, push the boundaries of discovery, and achieve excellence in patient healthcare for…

Education
4
Dallas College Foundation Inc

Dallas college foundation enhances the level of achievement and excellence of dallas college by providing scholarships, eliminating barriers that prevent students from attending and graduating, and supporting innovation.

Education
5
Dallas-Fort Worth Hospital Council

The mission of the Dallas-Fort Worth Hospital Council is to drive evidence-based improvement in patient care and health equity throughout the region.

—
6
Texas Healthcare & Bioscience Institute

The mission of the texas healthcare and bioscience institute is to research, develop, and advocate policies and actions that promote biomedical science, biotechnology, agriculture and medical device innovation in texas.

—
7
American College of Healthcare Executives

The mission of the organization is to create dynamic leaders by providing professional growth opportunities resulting on the overall improvement of healthcare in Texas. The organization intends to be the professional membership socieity…

Community Improvement
8
Texas Children's Hospital

Texas children's hospital, headquartered in houston, texas, is a not-for-profit organization whose mission is to create a healthier future for children and women throughout our global community by leading in patient care, education and…

Health
9
Baylor University Medical Center

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
10
Baylor Health Care System Foundation

To foster and support the activities and purposes of Baylor Scott & White Health, to encourage broad-based public support of the health care system and its affiliated institutions, and to advance the medical objectives, including…

Health
11
Texas Chapter of the American College of Cardiology

The purpose of the texas chapter of the american college of cardiology is to contribute to the prevention of cardiovascular diseases, to ensure optimal quality of care for individuals with such diseases, and to foster the highest…

—
12
Texas Association of Business

As the state chamber of commerce, tab is the most influential and dominant voice for public policy issues affecting business in texas. through proven results-oriented advocacy and member services, tab develops a climate in texas which…

—
How this is measured
The grantee most central to the portfolio’s shape is Junior League of Dallas Inc; the most unlike its peers is Cancer Prevention Initiative Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

26 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 26 of the 38 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
25/26
Grantees still filing
15/26
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF TEXAS: $312,226,803 · OtherUNIVERSITY OF TEXAS+18 more: $1,877,388 · OtherCANCER PREVENTION INITIATIVE INC: $1,840,000 · HealthCHILDREN'S HEALTH SYSTEM OF TEXAS: $1,813,000 · HealthPARKLAND FOUNDATION: $827,500 · HealthPhoenix Houses of Texas Inc: $325,180 · Health+3 more: $30,000 · HealthTEXAS WOMANS UNIVERSITY FOUNDATION INC: $120,000 · EducationYOUNGSTOWN STATE UNIVERSITY FOUNDATION: $113,932 · Education+1 more: $5,000 · EducationAMERICAN ACADEMY OF RESTORATIVE DENTISTRY INC: $73,200 · Community ImprovementBioNorthTexas Inc: $20,000 · Community ImprovementJUNIOR LEAGUE OF DALLAS INC: $5,250 · Community ImprovementTexas Business Hall of Fame Foundation: $5,000 · Community ImprovementUNIVERSITY OF NORTH TEXAS FOUNDATION INC: $63,093 · PhilanthropyPHILANTHROPY SOUTHWEST: $6,000 · PhilanthropyYMCA OF METROPOLITAN DALLAS INC: $10,090 · Human ServicesJEWISH FAMILY SERVICE OF DALLAS INC DBA JEWISH FAMILY SERVICE: $5,000 · Human ServicesTEXPROTECTS-THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN: $15,000 · Youth Development
Other$314,104,191Health$4,835,680Education$238,932Community Improvement$103,450Philanthropy$69,093Human Services$15,090Youth Development$15,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCANCER PREVENTION INITIATIVE INC: $1,840,000 over 2y, 95% of budgetCHILDREN'S HEALTH SYSTEM OF TEXAS: $1,813,000 over 3y, 0.1% of budgetPARKLAND FOUNDATION: $827,500 over 4y, 1.3% of budgetPhoenix Houses of Texas Inc: $325,180 over 7y, 0.8% of budgetTEXAS WOMANS UNIVERSITY FOUNDATION INC: $120,000 over 5y, 0.3% of budgetYOUNGSTOWN STATE UNIVERSITY FOUNDATION: $113,932 over 7y, 0.1% of budgetDALLAS COUNTY MEDICAL SOCIETY: $80,000 over 1y, 3.4% of budgetAMERICAN ACADEMY OF RESTORATIVE DENTISTRY INC: $73,200 over 1y, 10% of budgetUNIVERSITY OF NORTH TEXAS FOUNDATION INC: $63,093 over 2y, 0.3% of budgetBioNorthTexas Inc: $20,000 over 3y, 5.1% of budgetTEXAS ACADEMY OF MEDICINE ENGINEERING SCIENCE AND TECHNOLOGY: $15,000 over 3y, 0.4% of budgetTEXPROTECTS-THE TEXAS ASSOCIATION FOR THE PROTECTION OF CHILDREN: $15,000 over 3y, 0.7% of budgetYMCA OF METROPOLITAN DALLAS INC: $10,090 over 2y, 0.0% of budgetMARCH OF DIMES INC: $10,000 over 2y, 0.0% of budgetTHE CHARTER 100 OF DALLAS: $7,555 over 1y, 11% of budgetDALLAS HISTORICAL SOCIETY: $7,500 over 1y, 0.5% of budgetLAUNCHBIO INC: $7,500 over 1y, 0.9% of budgetPEROT MUSEUM OF NATURE & SCIENCE: $7,500 over 1y, 0.0% of budgetPHILANTHROPY SOUTHWEST: $6,000 over 1y, 0.2% of budgetJUNIOR LEAGUE OF DALLAS INC: $5,250 over 1y, 0.2% of budgetMethodist Hospitals of Dallas: $5,000 over 1y, 0.0% of budgetJEWISH FAMILY SERVICE OF DALLAS INC DBA JEWISH FAMILY SERVICE: $5,000 over 1y, 0.1% of budgetDALLAS COMMITTEE ON FOREIGN RELATIONS: $5,000 over 1y, 2.3% of budgetAUSTIN COLLEGE: $5,000 over 1y, 0.0% of budgetTexas Business Hall of Fame Foundation: $5,000 over 1y, 0.3% of budgetPEGASUS FOUNDATION: $5,000 over 1y, 0.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Communities Foundation of Texas IncTX20.4× affinity9 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Communities Foundation of Texas Inc · Hoblitzelle Foundation · The Dallas Foundation · Texas Instruments Foundation · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Southwestern Medical Foundation funds: left to right is the share of its income from government, bottom to top the share from Southwestern Medical Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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