2026-05-21T09:50:55-05:00 2025-08-31 350921680 CROWE LLP 605 SEWARD AVENUE NW GRAND RAPIDS MI 49504 990 2024-09-01 741475183 TEXAS ACADEMY FAMILY PHYS FOUNDATION TEXA 5123298666 12012 TECHNOLOGY BLVD 200 AUSTIN TX 78727 KATHY MCCARTHY EXECUTIVE DIRECTOR 5123298666 2026-05-19 1 1 NICOLE A OELTJEN P01590953 6167740774 2026-05-19 2024 2025-03-06 01:10:19Z KATHY MCCARTHY 12012 TECHNOLOGY BLVD 200 AUSTIN TX 78727 410610 0 X TAFP.ORG X FOUNDATION 1960 TX PROMOTE FAMILY PRACTICE SPECIALTY. 39 39 0 39 0 0 1187849 183709 0 0 257069 211586 -1721 6704 1443197 401999 203874 224023 0 0 0 0 0 0 0 51553 70547 255427 294570 1187770 107429 4659333 4843011 4500 39762 4654833 4803249 THE TEXAS ACADEMY OF FAMILY PHYSICIANS FOUNDATION SUPPORTS EDUCATIONAL AND SCIENTIFIC INITIATIVES FOR THE SPECIALTY OF FAMILY PRACTICE TO IMPROVE THE HEALTH OF ALL AMERICANS. 0 0 90253 90253 THE FOUNDATION PAYS FOR MEDICAL STUDENTS AND RESIDENTS TO ATTEND THE TAFP ANNUAL SESSION AND SCIENTIFIC ASSEMBLY, THE NATIONAL CONFERENCE OF STUDENT MEMBERS AND TAFP'S INTERIM SESSION. 70000 70000 RESEARCH GRANTS ARE AWARDED TO FAMILY PHYSICIANS OR PRINCIPAL INVESTIGATORS IN TEXAS. DURING FISCAL YEAR 2025, RESEARCH GRANTS WERE AWARDED TO TEXAS PHYSICIANS AND UNIVERSITIES TO STUDY VARIOUS AREAS IN FAMILY MEDICINE. 63877 63770 FUNDS ARE RAISED AND AWARDED TO MEDICAL STUDENTS THROUGH THE FOUNDATION'S SCHOLARSHIP PROGRAMS. THESE SCHOLARSHIP AWARDS ARE FOR MEDICAL STUDENTS TO STUDY FAMILY MEDICINE EARLY IN SCHOOL. 224130 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X ROBERT MONTOYA 5123298666 12012 TECHNOLOGY BLVD 200 AUSTIN TX 78727 X LINDA MARIE SIY MD FAAFP PRESIDENT 0.30 X X 0 0 0 REBECCA EILEEN HART MD FAAFP VICE PRESIDENT 0.30 X X 0 0 0 LLOYD VAN WINKLE MD FAAFP TREASURER 0.30 X X 0 0 0 JUSTIN V BARTOS MD FAAFP TRUSTEE 0.30 X 0 0 0 ADRIAN BILLINGS MD PHD FAAFP TRUSTEE 0.30 X 0 0 0 EMILY D BRIGGS MD MPH FAAFP TRUSTEE 0.30 X 0 0 0 SAMUEL T COLERIDGE DO TRUSTEE 0.30 X 0 0 0 DOUGLAS W CURRAN MD FAAFP TRUSTEE 0.30 X 0 0 0 BRUCE ALAN ECHOLS MD FAAFP TRUSTEE 0.30 X 0 0 0 TRICIA C ELLIOTT MD FAAFP TRUSTEE 0.30 X 0 0 0 LEWIS EMORY FOXHALL MD FAAFP TRUSTEE 0.30 X 0 0 0 ROLAND GOERTZ MD MBA FAAFP TRUSTEE 0.30 X 0 0 0 LESCA C HADLEY MD FAAFP TRUSTEE 0.30 X 0 0 0 TERRANCE S HINES MD FAAFP TRUSTEE 0.30 X 0 0 0 SHELLEY KOHLLEPPEL MD TRUSTEE 0.30 X 0 0 0 KAPARABOYNA ASHOK KUMAR MD FAAFP TRUSTEE 0.30 X 0 0 0 CYRUS TIMOTHY LAMBERT MD FAAFP TRUSTEE 0.30 X 0 0 0 ERIC TED LEE MD FAAFP TRUSTEE 0.30 X 0 0 0 JAVIER D MARGO MD FAAFP TRUSTEE 0.30 X 0 0 0 DALE C MOQUIST MD FAAFP TRUSTEE 0.30 X 0 0 0 MARY SUZANNE NGUYEN MD FAAFP TRUSTEE 0.30 X 0 0 0 DONALD R NINO MD FAAFP TRUSTEE 0.30 X 0 0 0 DAVID SCHNEIDER MD FAAFP TRUSTEE 0.30 X 0 0 0 PUJA ANIL SEHGAL MD FAAFP TRUSTEE 0.30 X 0 0 0 ERICA WILLIAMS SWEGLER MD FAAFP TRUSTEE 0.30 X 0 0 0 PAUL SWEGLER TRUSTEE 0.30 X 0 0 0 RICHARD A YOUNG MD TRUSTEE 0.30 X 0 0 0 SHELLEY FONTAL STUDENT ADVISOR 0.30 X 0 0 0 ADAM CLIFFORD MEDONCA MD RESIDENT ADVISOR 0.30 X 0 0 0 LANE J AIENA MD FAAFP EX OFFICIO 0.30 X 0 0 0 SARAH O ASHITEY MD FAAFP EX OFFICIO 0.30 X 0 0 0 LINDSAY K BOTSFORD MD MBA FAAFP EX OFFICIO 0.30 X 0 0 0 JESSICA NU GLICK DO EX OFFICIO 0.30 X 0 0 0 MADELINE ELISE HAZLE MD EX OFFICIO 0.30 X 0 0 0 SHREYA MALLENA EX OFFICIO 0.30 X 0 0 0 AMANDA ELISE MOHAMMED-STRAIT MD EX OFFICIO 0.30 X 0 0 0 IKEMEFUNA CHARLES OKWUWA MD FAAFP EX OFFICIO 0.30 X 0 0 0 SHERRI D ONYIEGO MD PHD FAAFP EX OFFICIO 0.30 X 0 0 0 RASHMI RODE MD FAAFP EX OFFICIO 0.30 X 0 0 0 KATHY MCCARTHY CHIEF OPERATING OFFICER 5.00 X 0 0 0 0 0 0 0 0 0 0 0 13000 170709 183709 211586 211586 8975 13000 8611 364 364 OTHER INCOME 900099 6340 6340 6340 401999 6340 0 211950 70000 70000 154023 154023 21420 21420 20999 20999 8113 8113 MISC EXPENSES 19908 19908 STUDENT INTEREST GROUPS 107 107 294570 224130 70440 0 96602 89869 7423 4562731 4745719 4659333 4843011 39762 4500 4500 39762 X 1893885 1909264 2760948 2893985 4654833 4803249 4659333 4843011 107429 40987 0 X 0 1 X 1 0 X 135330 174029 197305 1187849 183709 1878222 135330 174029 197305 1187849 183709 1878222 1878222 151027 114627 113692 221147 211586 812079 278 3634 38 40 6340 10330 2700631 0.69550 0.71780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4121971 22395 231667 36310 46021 4293702 2813580 1037544 351051 68584 11620 4121971 2492764 71530 309777 49339 1152 2823580 2729475 14640 -186510 56070 8771 2492764 2646620 19750 112904 44198 5601 2729475 0.33000 0.53000 0.14000 0 0 0 X 451597 40987 8611 49598 401999 0 401999 303181 8611 8611 294570 0 294570 PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAXES BY THE UNITED STATES TREASURY DEPARTMENT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 AND HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,611. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,611. DINNER 21975 13000 8975 8611 21975 13000 8975 8611 8611 364 1 UT SOUTHWESTERN MEDICAL CENTER 5959 HARRY HINES BLVD PROF BLDG 1 7TH FLOOR DALLAS TX 75390 752556007 SECTION 170(C) 10000 0 RESEARCH GRANT MEMORIAL FAMILY MEDICINE RESIDENCY 14025 SOUTHWEST FRWY SUGAR LAND TX 77478 741152597 SECTION 170(C) 10000 0 RESEARCH GRANT BAYOR COLLEGE OF MEDICINE PO BOX 301207 DALLAS TX 75308 741613878 SECTION 170(C) 20000 0 RESEARCH GRANT UTMB GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 760682238 SECTION 170(C) 10000 0 RESEARCH GRANT WACO FAMILY MEDICINE RES C/O DR SALLY WEAVER 1600 PROVIDENCE DR WACO TX 76707 742867580 SECTION 170(C) 10000 0 RESEARCH GRANT UTHSC SAN ANTONIO 7703 FLYD CURL DR MC 7828 SAN ANTONIO TX 78229 741977996 SECTION 170(C) 10000 0 RESEARCH GRANT 6 0 SCHOLARSHIPS 55 63770 TRAVEL REIMBURSEMENT 212 90253 PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO PROVIDE AN UPDATE ON THEIR RESEARCH PROJECTS BY MARCH 1 AND OCTOBER 1 OF EACH YEAR UNTIL THE RESEARCH IS COMPLETED. FORM 990, PART VI, SECTION A, LINE 2 PAUL SWEGLER AND ERICA WILLIAMS SWEGLER, MD, FAA - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE TEXAS ACADEMY OF FAMILY PHYSICIANS SHALL BE EX-OFFICIO MEMBERS OF THE BOARD OF TRUSTEES WITH VOICE AND VOTE. THESE MEMBERS ARE ELECTED BY THE MEMBERS OF THE TEXAS ACADEMY OF FAMILY PHYSICIANS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FOUNDATION'S FORM 990 IS REVIEWED BY THE FOUNDATION'S ACCOUNTING TEAM AND EXECUTIVE DIRECTOR BEFORE FILING, AND A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DECLARATIONS FOR BOARD MEMBERS, OFFICERS, TRUSTEES, ADVISORS AND MEMBERS OF THE STAFF REGARDING CONFLICTS OF INTEREST ARE REQUIRED BY POLICY AND NOTIFIED IN WRITING. IF A CONFLICT ARISES THEN THE CONFLICTED BOARD MEMBER MAY EXCUSE HIMSELF FROM DISCUSSIONS AND VOTING ON THE CONFLICTED ITEM. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE THEIR TOP MANAGEMENT OFFICIAL OR ANY OTHER OFFICER OF THE ORGANIZATION. THEREFORE, QUESTIONS 15A AND 15B ARE MARKED NO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.