SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
SOUTHWESTERN MEDICAL FOUNDATION
 
Employer identification number

75-0945939
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 SOME BOARD MEMBERS HAVE A FAMILY RELATIONSHIP WITH ONE ANOTHER. THESE RELATIONSHIPS DO NOT AFFECT THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY OF REVIEWING THE TAX RETURN TO THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12C THE SECRETARY AND ASSISTANT SECRETARY ANNUALLY REVIEW THE CODE OF CONDUCT AND CONFLICT OF INTEREST STATEMENTS FOR ANY CHANGES AND/OR NEW DISCLOSURES.
FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES COMPENSATION UPON THE REVIEW AND APPROVAL: - EXECUTIVE COMPENSATION COMMITTEE FOR THE PRESIDENT AND CEO - PERSONNEL COMMITTEE FOR ALL OTHER OFFICERS
FORM 990, PART VI, SECTION C, LINE 19 IF THE ORGANIZATION RECEIVES A DOCUMENT REQUEST, THEY EVALUATE THE REQUESTS AND PROVIDE THE ORGANIZATIONAL AND GOVERNING DOCUMENTS ON A CASE BY CASE BASIS.
FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS.
FORM 990, PAGE 1, LINE 8: THE AMOUNT ON PAGE 1, LINE 8 INCLUDES AN ADJUSTMENT FOR THE INCREASE IN VALUE OF SPLIT INTEREST CONTRIBUTIONS OF $1,187,432.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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