Southwestern Medical Foundation Annual Review 2016

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YOUR ZEAL, OUR SEAL T H E S E A L O F S O U T H W E S T E R N M E D I C A L F O U N D AT I O N I S B O T H A V I S I O N A N D A N A S P I R AT I O N . I T T E L L S T H E S T O R Y O F A C A D E M I C M E D I C I N E , D R A W I N G O N PA S T W I S D O M ( B O O K S ) A N D P R E S E N T K N O W L E D G E ( L A B E Q U I P M E N T ) T O E N H A N C E O U R H E A LT H I N T H E F U T U R E ( T H E AT O M ) . HEALING IS SYMBOLIZED BY THE ROD OF ASCLEPIUS, THE GREEK GOD OF HEALING. O U R S O U T H W E S T E R N R AT T L E S N A K E A R O U N D T H E S TA F F, W I T H I T S A B I L I T Y T O GROW NEW SKIN, REPRESENTS THE RENEWAL OF LIFE. THE MAP IS OUR SOUTHWESTERN REGION, WHERE OUR FOUNDERS SAW THE NEED FOR A WORLD-CLASS MEDICAL CENTER. T H E H E A R T A N D B R A I N A R E T H E C O N N E C T I O N B E T W E E N W I S D O M A N D H U M A N U N D E R S TA N D I N G ; ALSO, THE PRIMARY FORCES OF LIFE. T H E L AT I N I N S C R I P T I O N M E A N S “ T H R O U G H S C I E N C E W E S E R V E ” – B E C A U S E , IN THE END, IT IS ABOUT SERVING OTHERS. Y O U R Z E A L , I N S P I R I N G V I S I O N , G E N E R O S I T Y, A N D S E R V I C E M A K E O U R S E A L M O R E T H A N A S Y M B O L . I T I S A P R O M I S E T H AT W E F U L F I L L T O G E T H E R . N O N E O F W H AT W E D O I S P O S S I B L E W I T H O U T Y O U .


Dear Friends, In this review of progress made in 2016, we reflect on all that our community has done to build a remarkable Foundation and, from it, a great medical center in the Southwest. The supporters of Southwestern Medical Foundation have always engaged around an idea – that everyone should enjoy the gift of better health. And, our supporters have worked tirelessly to make it happen. To continue to build a great city and to care for all our citizens requires a sustained focus on the advancement of health care. Today, the Foundation and our partner, UT Southwestern, continue to promote the improved well-being of everyone in our community. Southwestern Medical Foundation’s commitment to you is driven by our Building Standards: Service to Community, demonstrating unwavering care in all daily interactions and engaging in collaboration and leadership. orthy Vision of Excellence, building on our extraordinary legacy, and contributing our W insights and our best efforts to maximize our impact. Mindful Stewardship, acting with responsibility, tact and diplomacy, displaying awareness of how our daily efforts connect to our bigger purpose and goals while planting seeds for strong, lasting relationships in each of our interactions. Fact-based Decisions and Best Outcomes, engaging in process-centered thinking and mindful decision-making to ensure performance that meets the highest industry standards, always embracing fact-based, collaborative decisions to ensure the success of the Foundation for the future. We value and appreciate your vital and inspiring support of our shared commitment to giving the gift of better health. We cannot imagine where we would be without your insights and encouragement. With many thanks and regards,

Robert B. Rowling Chairman of the Board

Kathleen M. Gibson President & CEO


N O N E O F W H AT W E D O

THANK YOU TO OUR 700 DONORS WHO GAVE $26 MILLION BUILDING & IN 2016

SPECIAL PROJECTS

19%

STUDENT, FACULTY, ALUMNI & GENERAL SUPPORT FOR UTSW

29%

RESEARCH & EQUIPMENT

44% COMMUNITY HEALTH ORGANIZATIONS

8%

GIVING THE GIFT O F B ETTER HE ALTH

GENEROUS DONORS

822

$

MILLION

TOTAL DONATIONS RECEIVED SINCE 1939

+

FOCUS ON LEADING OUTCOMES

604

$

MILLION

TOTAL GRANTS AWARDED SINCE 1939

(excluding land)

2

S O U T H W E S TERN MEDI CA L F O UNDATI O N

+ X*

=

*What is our X Factor? Check out our Building Standards back on page 1!

TODAY’S ASSETS WORKING FOR TOMORROW’S IMPACT

819

$

MILLION

TOTAL NET ASSETS AS OF DECEMBER 31, 2016


IS POSSIBLE...

You provide the energy and the momentum to positively impact the health of our community. Foundation donors have always been at the forefront of initiatives to propel us forward.

INNOVATIONS IN MEDICINE Through a record-breaking initiative in the early 2000s, more than 700 community leaders, including Bill and Gay Solomon, helped enable UT Southwestern to lead the way into a new era of scientific discovery and delivery of medical care.

PETER O’DONNELL JR. BRAIN INSTITUTE

BUILDING THE FUTURE OF MEDICINE Spurred by an unprecedented lead gift of $100 million from Governor Clements, supporters of the Foundation and UT Southwestern rallied together to bring Dallas the William P. Clements Jr. University Hospital.

Peter O’Donnell has inspired a new wave of philanthropic leadership that recognizes how ongoing advances in brain disorder research and a multi-disciplinary approach are opening major opportunities for transformative change in treating brain illness and injury. Above: Dr. Marc Diamond, Director of the Center for Alzheimer's and Neurodegenerative Diseases

TH A N K YOU F OR MOV IN G U S FO R WAR D SOUT H WEST ERN MEDICAL FOUNDAT ION

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N O N E O F W H AT W E D O

Karl Hoblitzelle and Hoblitzelle Foundation have shown an enduring commitment to the advancement of our city and state. For its entire 75-year history, Hoblitzelle Foundation has sought to fill gaps that others might not see. Its leaders have worked to fully leverage others’ giving through gifts of land and matching funds to magnify the capital available for the strategic priorities of the state. Karl Hoblitzelle established an equally enduring commitment to improving the health of the community. He helped start our Foundation and the medical school as a primary founding donor and far-sighted leader. G E N E R AT I O N S OF GENEROSITY

Karl Hoblitzelle’s vision included a great medical center for the Southwestern U.S. His early gifts, including 70 acres of land, were critical to the growth of UT Southwestern.

1949

1943 4

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“LET NO LITTLE MEN STAND IN THE WAY OF VISION IN THE PLANNING OF OUR CITY. WE MUST NOT LET IT BE SAID THAT WE EVER WERE TOO LITTLE AND TOO LATE IN PLANNING FOR THE FUTURE.”

The Board and leadership of Hoblitzelle Foundation received The Sprague Award, our highest community honor.

Karl Hoblitzelle Upon accepting the 1938 Linz Award for outstanding citizenship

2014 Above from left to right: Dr. Kern Wildenthal, Katie Robbins, Karen Shuford, George A. Shafer, Lydia H. Novakov, Kathleen M. Gibson, Robert B. Rowling, Dr. Daniel K. Podolsky, Caren H. Prothro, Linda P. Custard, Paul W. Harris, J. McDonald (Don) Williams, and John Dayton

2016

Paul W. Harris, President and CEO, Katie Robbins, Executive Vice President, and Bill Solomon, Honorary Lifetime Director and former Chairman.

Hoblitzelle Foundation has supported every major priority of the Medical Center and Foundation since the founding of both entities, and that continues to this day, exemplified by its latest gift to the Campaign for the Brain for advanced brain-imaging technology to better diagnose and treat brain disease and injury.

SOUT H WEST ERN MEDICAL FOUNDAT ION

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N O N E O F W H AT W E D O

Beth Kahn and her family have deeply inspired innovation in brain cancer research and in creating the next generation of leaders to support our mission — The Cary Council. Beth was an incredible mother and a gifted teacher who nurtured and taught all who knew her, causing her family, friends, doctors, and everyone she knew to reach for more and to seek their best. She remains an extraordinary role model and inspiration. And in many ways, her impact is just beginning.

Michael and Alex Kahn, The Cary Council

Beth and Gary’s children, Michael Kahn and Lauren Rosenbloom, continue to inspire the next generation of our supporters. Michael inspired The Cary Council, a group of visionary young leaders who are carrying on the tradition of giving with meaning.

Lauren Kahn Rosenbloom and David Rosenbloom, The Cary Council

“Beth inspired me and everyone who met her here at UT Southwestern. I know that she would be proud of her entire family for their gracious support of this important research effort.” DR. BRUCE MICKEY Vice Chair, Department of Neurological Surgery, Director, Annette Strauss Center for Neuro-Oncology

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In honor of Beth’s 60TH birthday, the Kahn family, inspired by Beth’s Roots & Wings philosophy, created a community campaign to raise money for glioblastoma research through the Beth F. Kahn Roots & Wings Fund for Brain Cancer Research. More than 200 donors have supported the promising research of exceptional leaders in the field.

“DEVELOP CORE VALUES AND PRINCIPLES (ROOTS). BUILD THE CONFIDENCE TO CHASE YOUR DREAMS (WINGS).” Beth F. Kahn

Drs. Robert Bachoo and Elizabeth Maher

RESEARCHERS DISCOVER POTENTIAL NEW TARGET FOR TREATING GLIOBLASTOMA

The Beth F. Kahn Roots & Wings Fund supports UT Southwestern researchers who have discovered a new way to inhibit the growth of this type of brain cancer, opening the door for new treatment strategies. “These findings change our fundamental understanding of the molecular basis of glioblastoma, and how to treat it. We may have identified a set of critical genes we can target with drugs that are shared across nearly all

Barbara Glick, Jennifer Greenblum, Beth Kahn, Dr. Alan Frankfurt, Eric Frankfurt

The Beth F. Kahn Roots & Wings Fund is just one example of the family’s support for brain cancer research at UT Southwestern. Beth, her husband Gary, and Beth’s siblings (pictured above) established the David Lee Frankfurt Family Fund in honor of their father. Beth’s mother, Ethel Zale, created the Ethel and Eugene Zale Family Fund for Brain Cancer Research in partnership with the Ethel Silvergold Philanthropic Fund and the William and Sylvia Zale Foundation.

Ethel Frankfurt Zale and Gary Kahn

glioblastomas.” DR. ROBERT BACHOO Associate Professor of Internal Medicine and Neurology & Neurotherapeutics

“One of Beth’s greatest gifts was her ability to instill confidence in people and motivate them to reach their full potential. The trust she placed in us as researchers continues to inspire us today as we search for a cure for brain cancer.” DR. ELIZABETH MAHER Professor of Internal Medicine and Neurology & Neurotherapeutics

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The vision of far-sighted philanthropists has shaped and transformed the quality of care for our entire community.

GAY AND BILL SOLOMON

FOUNDING COMMUNITY LEADERS

“The entire citizenship of Dallas and of the Southwest will be immeasurably benefitted in their future health and happiness by such a great medical center, and the good that can come from such an undertaking, particularly in its research departments, will contribute to the health of the entire nation.” From the Minutes of a 1943 meeting of the Boards of the Dallas Chamber and Dallas Citizens Council

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EDITH AND PETER O’DONNELL

Peter O’Donnell has worked to put many disciplines, including human nutrition, exercise physiology, and now the understanding and treatment for brain illness and injury, on the soundest possible scientific footing. The Peter O’Donnell Jr. Brain Institute, established with the O’Donnells’ lead gift, will improve untold lives by bringing together transformative research and patient-centered care.

Bill Solomon, a past Foundation Chairman and Trustee, believes in bringing the benefits of research to more people through patient-centered, quality-focused care. Throughout his roles at the Foundation and as Chairman of three campaigns for UT Southwestern that have raised more than $1 billion, he has provided extraordinary means, leadership, and passion to provide the highest quality care in our community.


IS POSSIBLE...

JULIE AND KEN HERSH

MONCRIEF FAMILY

The Moncrief Family, including new Foundation Trustee Kit Moncrief, is devoted to ensuring the community has access to leading health care, and advancing cancer treatment — including prevention and post-treatment services. The Moncrief Cancer Institute and the Monty and Tex Moncrief Medical Center in Fort Worth are now realities in North Texas through their extraordinary vision.

LYDA HILL

Lyda Hill, a Foundation Honorary Trustee, believes “science is the answer.” She has worked tirelessly to change the world for the better. She provided funds to establish the Lyda Hill Department of Bioinformatics at UT Southwestern to advance this critical discipline that uses big data and pattern recognition to exponentially increase the ability to prevent, detect, and treat disease of all kinds.

Ken and Julie Hersh, a Foundation Trustee, passionately champion early detection in depression and mood disorders, clinical research to support individual diagnoses, and the extension of mental health knowledge into schools and a broad network of physicians’ offices. Their lead gift established the Center for Depression Research and Clinical Care at UT Southwestern, now reaching thousands of previously unreached patients.

SOUT H WEST ERN MEDICAL FOUNDAT ION

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N O N E O F W H AT W E D O

U

33

$

ION

2016 GRANTS & SCHOLARSHIPS:

AT

H E A LT H

ED

C

C

E R A

MILLION

Your dedicated support for health care, education, and research creates a virtuous cycle, because excellence in each area attracts, inspires, and enhances excellence in the others.

RE

SEARC

H

Y O U R S U P P O RT H E L P S A D VA N C E T H E L E V E L O F C A R E F O R PAT I E N T S T H R O U G H T H E A P P L I C AT I O N O F T H E L AT E S T R E S E A R C H . WILLIAM P. CLEMENTS JR. UNIVERSITY HOSPITAL

UT Southwestern physicians provide care at these hospitals and graduates practice in essentially all health systems in North Texas.

ZALE LIPSHY UNIVERSITY HOSPITAL TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN PARKLAND MEMORIAL HOSPITAL CHILDREN’S MEDICAL CENTER DALLAS VETERANS AFFAIRS MEDICAL CENTER MONCRIEF CANCER INSTITUTE AND HAROLD C. SIMMONS CANCER CENTER AT FORT WORTH MONTY AND TEX MONCRIEF MEDICAL CENTER AT FORT WORTH

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IS POSSIBLE...

Y O U R S U P P O RT F U N D S M E D I C A L E D U C AT I O N F O R N O RT H T E X A S .

60%

+

of all practicing physicians in North Texas receive some or all of their education at UT Southwestern.

Y O U R S U P P O RT F U N D S A G L O B A L LY- R E S P E C T E D R E S E A R C H E N T E R P R I S E L E A D I N G T H E WAY I N A D VA N C I N G H E A LT H C A R E T R E AT M E N T O P T I O N S A N D T O M O R R O W ’ S C U R E S .

6 NOBEL PRIZES AWARDED TO UT SOUTHWESTERN FACULTY SINCE 1985 – THAT’S MORE THAN ANY OTHER MEDICAL SCHOOL IN THE WORLD.

92% OF ALL NATIONAL ACADEMY OF SCIENCES MEMBERS AT PUBLIC MEDICAL SCHOOLS IN TEXAS.

MORE THAN

50% OF ALL NATIONAL ACADEMY OF

MEDICINE MEMBERS AT TEXAS STATE HEALTH INSTITUTIONS.

100% OF ALL HOWARD HUGHES MEDICAL INSTITUTE INVESTIGATORS AT TEXAS STATE HEALTH INSTITUTIONS.

U T S O U T H W E S T E R N N O B E L L A U R E AT E S SOUT H WEST ERN MEDICAL FOUNDAT ION

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N O N E O F W H AT W E D O IS POSSIBLE...

Funding Science can Boost Texas Economy by Foundation Chairman Robert B. Rowling and Trustee James R. Huffines From The Dallas Morning News

“…research and innovation need more than public funding. Private citizens help make these discoveries possible by recognizing needs, taking action and using their talents and treasure to fill important gaps in talent acquisition and early-stage research…Public funding, artfully woven together with private donations from North Texans, changes and improves the trajectory of medical history.” Nancy Wiener Marcus has a keen interest in advocating for and supporting work that elevates the capabilities of UT Southwestern in our community. Nancy’s recent work as a passionate advocate for the Pancreatic Cancer Prevention Program has been in sharing its purpose and encouraging others to raise awareness.

After making a generous, leading gift to support the Program, she said, “I have been concerned about the rise of pancreatic cancer for years…I hope my gift will inspire others to contribute funding to fight pancreatic cancer or support another area important to them, so we can all make an impact in saving lives.”

Ms. Marcus’ advocacy includes social media posts and an event to raise awareness of the Program.

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