2025-10-23T11:56:52-05:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-01-01 851208107 RFSW ENDOWMENT INC RFSW 2143633911 9600 N CENTRAL EXPRESSWAY ST 200 DALLAS TX 75231 KARL CSAKY PRESIDENT 2143633911 2025-10-17 1 0 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z KARL CSAKY 9600 N CENTRAL EXPRESSWAY ST 200 DALLAS TX 75231 5142425 0 X N/A X 2020 TX TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST 5 5 0 5 0 0 1764989 1098181 0 0 378342 767840 0 0 2143331 1866021 386531 704719 0 0 0 0 0 0 0 49264 46754 435795 751473 1707536 1114548 11732098 13223178 0 0 11732098 13223178 TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST 0 0 704719 704719 DISTRIBUTION TO RETINA FOUNDATION OF THE SOUTHWEST 704719 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X KARL CSAKY 2143633911 PO BOX 824189 DALLAS TX 753824189 LOU GRABOWSKY DIRECTOR 1.00 X 0 0 0 ALEX CENA DIRECTOR 1.00 X 0 0 0 WILLIAM HUTTON CHAIR 1.00 X X 0 0 0 STEVE ROGERS VICE CHAIR 1.00 X X 0 0 0 KARL CSAKY PRESIDENT 1.00 30.00 X 0 401620 17487 NATALIE GILBERT SECRETARY AND TREASURER 2.00 40.00 X 0 132334 16492 0 533954 33979 0 0 1 0 0 805000 293181 293181 1098181 408902 408902 3635342 3276404 358938 358938 358938 1866021 0 0 767840 704719 704719 46754 46754 751473 704719 46754 0 108509 481627 11623589 12741551 11732098 13223178 0 0 X 3619504 3818577 8112594 9404601 11732098 13223178 11732098 13223178 1114548 376532 0 X X 0 1 X 1 0 X 10509073 1764989 1098181 13372243 10509073 1764989 1098181 13372243 13372243 278592 258463 332309 408902 1278266 14650509 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11732098 1098181 1144372 704719 46754 13223178 9048434 1764989 1354470 386531 49264 11732098 11077911 -1598296 399985 31196 9048434 10509073 998680 386631 43211 11077911 0.28877 0.59768 0.11355 0 0 0 ACCRUED INTEREST 3308 C EQUITIES 7835680 F FIXED INCOME 4737893 F REAL ESTATE 164670 F 12741551 X 1144372 376532 376532 767840 1098181 1098181 1866021 458292 0 458292 293181 293181 751473 PART X, LINE 2: THE ENDOWMENT HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO UNRECOGNIZED TAX POSITIONS. THE ENDOWMENT RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ENDOWMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE ENDOWMENT IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE ENDOWMENT'S INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. THE FIRST YEAR THE ENDOWMENT FILED AN INFORMATIONAL RETURN WILL BE THE YEAR OF ITS INCEPTION, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION FROM RETINA FOUNDATION OF THE SOUTHWEST 805,000. STOCK DONATION 293,181. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO RETINA FOUNDATION OF THE SOUTHWEST 293,181. 0 RETINA FOUNDATION OF THE SOUTHWEST PO BOX 824189 DALLAS TX 753824189 510151514 501(C)(3) 704719 0 TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST 1 0 0 0 0 0 0 0 0 0 KARL CSAKY PRESIDENT 0 401620 0 0 0 0 0 17250 0 237 0 419107 0 0 X 4 293181 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. RETINA FOUNDATION OF THE SOUTHWEST PO BOX 824189 DALLAS TX 753824189 510151514 PREVENT VISION LOSS & RESTORE SIGHT THROUGH INNOVATIVE RESEARCH & TREATMENT TX 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 RETINA FOUNDATION OF THE SOUTHWEST B 704719 CASH RETINA FOUNDATION OF THE SOUTHWEST C 805000 CASH