2025-05-12T08:26:51-05:00 2024-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2023-07-01 237138921 EAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC EAST 2528475626 690 MEDICAL DRIVE GREENVILLE NC 27835 SCOTT SENATORE PRESIDENT 2528475626 2025-05-09 1 0 JOHN M ROBINSON P01281319 3362944494 2025-05-09 2023 2025-03-06 01:10:19Z ECU HEALTH FOUNDATION SCOTT SENATORE 690 MEDICAL DRIVE GREENVILLE NC 27835 5745337 0 X WWW.ECU.EDU/MHSFOUNDATION X 1969 NC THE FOUNDATION EXISTS FOR THE PURPOSES OF SUPPORTING AND PROMOTING THE EDUCATIONAL AND CHARITABLE PURPOSES AND THE LAWFUL ACTIVITIES OF THE ECU HEALTH SCIENCES CAMPUS. 20 18 0 60 0 0 3314455 4966298 101663 95362 1858953 50187 197690 199593 5472761 5311440 2292813 2720948 0 0 0 0 0 0 593960 2825766 3280102 5118579 6001050 354182 -689610 77419490 85188484 555474 719350 76864016 84469134 THE FOUNDATION EXISTS FOR THE PURPOSES OF SUPPORTING AND PROMOTING THE EDUCATIONAL AND CHARITABLE PURPOSES AND THE LAWFUL ACTIVITIES OF THE ECU HEALTH SCIENCES CAMPUS. 0 0 1238619 1223283 SCHOLARSHIPS AND AWARDS - AWARDS ARE GIVEN TO QUALIFYING STUDENTS AND RESIDENTS TO ENABLE THEM TO ATTAIN A QUALITY EDUCATION OF HIGHER LEARNING OR TO RECOGNIZE THEM FOR ACHIEVEMENTS IN EDUCATION OR RESEARCH. 2393780 1023945 80245 PROGRAM AND FACULTY SUPPORT - THE FOUNDATION PROVIDES SUPPORT TO VARIOUS PROGRAMS AND DEPARTMENTS FOR THE SCHOOLS OF MEDICINE AND DENTAL MEDICINE, COLLEGES OF NURSING AND ALLIED HEALTH SCIENCES, AND THE LAUPUS LIBRARY. 1456716 473720 15117 RESEARCH, CLINICAL AND EDUCATION - AID AND SUPPORT ARE GIVEN TO STUDENTS, PROFESSORS, AND RESIDENTS FOR THEIR RESEARCH IN FIELDS OF MEDICAL SCIENCE. THE FOUNDATION ALSO PROVIDES SUPPORT FOR EDUCATIONAL ACTIVITIES TO STUDENTS AND THE COMMUNITY AND TO PROVIDE CARE TO PATIENTS AT UNIVERSITY MEDICAL AND DENTAL CLINICS. 5089115 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 39 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X JOEL B STOCKS 2527442077 600 MOYE BLVD MAIL STOP 614 GREENVILLE NC 27834 PHILIP G ROGERS DIRECTOR/CHANCELLOR 1.00 40.00 X 0 500207 159448 STEPHANIE M COLEMAN DIRECTOR/VICE CHANCEL 1.00 40.00 X 0 294318 88080 DAVID J WHICHARD III CHAIR 1.00 X X 0 0 0 WILLIAM P FRANKLIN JR VICE CHAIR 1.00 X X 0 0 0 DEANNA M BOYETTE SECRETARY 1.00 X X 0 0 0 WILLIAM C BRODY TREASURER 1.00 X X 0 0 0 RICK L BARE DIRECTOR 1.00 X 0 0 0 CASSANDRA B BURT DIRECTOR 1.00 X 0 0 0 PAUL R G CUNNINGHAM DIRECTOR 1.00 X 0 0 0 TAYLOR B DUCK DIRECTOR 1.00 X 0 0 0 EUGENE D FALLER DIRECTOR 1.00 X 0 0 0 R SCOTT GRIFFIN DIRECTOR 1.00 X 0 0 0 BENJAMIN V HARDY DIRECTOR 1.00 X 0 0 0 VINCENT R JONES DIRECTOR 1.00 X 0 0 0 J TODD KORNEGAY DIRECTOR 1.00 X 0 0 0 KATHERINE H MACKEY DIRECTOR 1.00 X 0 0 0 JULIUS Q MALLETTE DIRECTOR 1.00 X 0 0 0 UDAY N REEBYE DIRECTOR 1.00 X 0 0 0 THOMAS L SOUTHERN DIRECTOR 1.00 X 0 0 0 LEWIS R STRICKLAND DIRECTOR 1.00 X 0 0 0 JONATHAN G TAFT DIRECTOR 1.00 X 0 0 0 PHILLIP Z TIMMONS DIRECTOR 1.00 X 0 0 0 WILLIAM W TRUSLOW DIRECTOR 1.00 X 0 0 0 DAVID L WARD JR DIRECTOR 1.00 X 0 0 0 HEBER W WINDLEY III DIRECTOR 1.00 X 0 0 0 KEVIN B YOUNGS DIRECTOR 1.00 X 0 0 0 JOEL B STOCKS EXECUTIVE TREASURER 15.00 25.00 X 0 132368 38300 SCOTT S SENATORE PRESIDENT 40.00 1.00 X 0 106750 0 HERBERT G GARRISON III FORMER PRESIDENT 40.00 1.00 X 0 324414 52113 JOSEPH S JENKINS DIRECTOR 1.00 X 0 53705 7790 0 1411762 345731 0 1 1 0 CDW GOVERNMENT LLC 200 N MILWAUKEE AVE VERNON HILLS IL 60061 INFORMATION TECHNOLOGY 138777 1 13741 425891 4526666 393953 4966298 LEADERSHIP PROGRAM INITIATIVE 611710 60000 60000 REGISTRATION FEES 611710 18561 18561 OTHER PROGRAM SERVICE REVENUE 611710 11451 11451 SYMPOSIUM REVENUE 611710 2850 2850 CONTRACTUAL EDUCATION SUPPORT 611710 2500 2500 95362 161196 161196 199593 0 199593 199593 199593 317291 428300 -111009 -111009 -111009 5597 13741 5597 0 5311440 95362 0 249780 X 1488815 1488815 1232133 1232133 18048 18048 867 867 1681287 952381 232271 496635 102824 71028 1147 30649 323607 301784 8038 13785 21431 12902 2589 5940 17333 17333 192235 185309 635 6291 1518 1518 2350 2350 19744 768 18976 FOOD PRODUCTS 400570 353781 9599 37190 GIFT IN KIND EXPENSES 299204 299204 EDUCATIONAL EXPENSES 63654 62839 815 ACKNOWLEDGEMENT AND REC 43673 42780 893 91757 83041 8472 244 6001050 5089115 317975 593960 3441693 2547741 1892398 2077383 7973 17064 2758526 49154 2711722 2709372 244 26004 66622679 74652757 2742781 3158163 77419490 85188484 196695 254695 8700 8100 350079 456555 555474 719350 X 20219052 23149079 56644964 61320055 76864016 84469134 77419490 85188484 X -689610 8542555 -247827 X 0 1 X 1 0 X 4809242 4761777 6582741 3309455 4966300 24429515 1381788 1255554 1231787 1129252 1209665 6208046 6191030 6017331 7814528 4438707 6175965 30637561 2921959 27715602 298245 284794 428242 443472 360789 1815542 9132 2537 12426 3682 5597 33374 32486477 474736 0.85310 0.84250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 251080 X X X 0 43629336 2354345 5068917 679694 184980 370516 49817408 43428421 953031 115718 641373 -85131 311592 43629336 43135508 1777512 -479538 603044 80865 321152 43428421 32589665 1156363 10888387 530054 681829 287024 43135508 31182925 1784700 577922 547688 130851 277343 32589665 0.00000 0.63470 0.36530 0 0 2658526 29500 2688026 70500 49154 21346 2709372 UNC INVESTMENT FUND, LLC 74649308 F INVESTMENT CASH 3449 F 74652757 ANNUITIES PAYABLE 291658 LIABILITIES UNDER CRT 164897 456555 X 14858880 8542555 1209665 -204780 9547440 5311440 0 5311440 7253762 1209665 43047 1252712 6001050 0 6001050 PART III, LINE 4: THE COUNTRY DOCTOR MUSEUM OFFERS VISITORS A UNIQUE OPPORTUNITY TO LEARN ABOUT THE HISTORY OF HEALTH CARE. THE COLLECTIONS INCLUDE ARTIFACTS RELEVANT TO MANY ASPECTS OF HEALTH CARE INCLUDING NURSING, PHARMACY HOMEOPATHY, AND DENTISTRY. IT ENLIGHTENS AND INSPIRES STUDENTS AND HEALTH CARE PROFESSIONALS REGARDING THE RICH HISTORY OF THEIR PROFESSIONS. PART V, LINE 4: THE FOUNDATION ENDOWMENTS HAVE VARIOUS INTENDED USES. AN ENDOWED PROFESSORSHIP HONORS ECU'S MOST DISTINGUISHED FACULTY AND HELPS ATTRACT OUTSTANDING SCHOLARS AND TEACHERS. IT REPRESENTS A LONG-TERM COMMITMENT THAT PROVIDES SUPPORT FOR NEW RESEARCH AND PROJECTS THAT OFFER GREAT POTENTIAL FOR PRODUCING BREAKTHROUGHS AND INNOVATIONS. MANY STUDENTS RECEIVE PROCEEDS FROM ENDOWED SCHOLARSHIPS THAT PROVIDE THEM WITH THE OPPORTUNITY TO RECEIVE AN EXCELLENT EDUCATION. STUDENTS AND FACULTY ALSO BENEFIT FROM ENDOWMENTS THAT SUPPORT PROGRAM ACTIVITIES SUCH AS LECTURE SERIES, INTERNATIONAL OUTREACH, AND MEDICAL RESEARCH. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. AT JUNE 30, 2024 AND 2023, THE FOUNDATION HAS NOT RECORDED ANY TAX LIABILITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -72,100. DIRECT EXPENSES OF FUNDRAISING EVENTS 5,597. REVALUATION OF REAL ESTATE -138,277. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT LOSSES 37,450. DIRECT EXPENSES OF FUNDRAISING EVENTS 5,597. AL AK AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV PIRATE NURSE 5K 19338 13741 5597 245 230 5122 19338 13741 5597 245 230 5122 5597 0 1 EAST CAROLINA UNIVERSITY EAST FIFTH STREET GREENVILLE NC 27858 566000403 GOVERNMENT 1488315 0 GENERAL PROGRAM SUPPORT 1 STUDENT SCHOLARSHIPS 360 1200574 TEACHING/EDUCATIONAL AWARDS 60 31559 PART I, LINE 2: AN INDEPENDENT SELECTION COMMITTEE SELECTS RECIPIENTS BASED ON CRITERIA ESTABLISHED IN FUND AUTHORITIES AND FUND AGREEMENTS. FUNDS FOR SCHOLARSHIPS AND AWARDS ARE DISTRIBUTED DIRECTLY TO EAST CAROLINA UNIVERSITY WITH THE INTENT OF BEING USED FOR SCHOLARSHIPS, AWARDS, AND GRANTS. MANAGEMENT REVIEWS REPORTS GENERATED BY THE UNIVERSITY TO ENSURE THE FUNDS WERE DISTRIBUTED APPROPRIATELY. 0 0 0 0 0 0 0 0 0 PHILIP G ROGERS DIRECTOR/CHANCELLOR 0 421724 0 65350 0 13133 0 45945 0 113503 0 659655 0 0 STEPHANIE M COLEMAN DIRECTOR/VICE CHANCEL 0 293598 0 0 0 720 0 74350 0 13730 0 382398 0 0 HERBERT G GARRISON III FORMER PRESIDENT 0 313631 0 0 0 10783 0 43939 0 8174 0 376527 0 0 JOEL B STOCKS EXECUTIVE TREASURER 0 132368 0 0 0 0 0 20042 0 18258 0 170668 0 0 JOSEPH S JENKINS DIRECTOR 0 53705 0 0 0 0 0 7595 0 195 0 61495 0 0 PART I, LINE 3 EAST CAROLINA UNIVERSITY PROVIDES COMPENSATION FOR THE FOUNDATION'S OFFICERS AND KEY EMPLOYEES. THE UNIVERSITY'S DEPARTMENT OF HUMAN RESOURCES MANAGES THE COMPENSATION DETERMINATION PROCESS. X 9 94750 FMV X 1 2000 FMV X CLINICAL EQUIPMENT 5 297203 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION HIRES THIRD PARTIES TO SELL GIFTS OF JEWELRY, ART, REAL ESTATE, OR OTHER NON-CASH CONTRIBUTIONS FOR WHICH AN INDUSTRY EXPERTISE IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 RETURN WAS REVIEWED BY THE AUDIT COMMITTEE. THE COMMITTEE WILL REPORT ON THE RETURN, AND A COPY WILL BE PROVIDED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST COMPLETE AN ANNUAL DISCLOSURE OF POSSIBLE CONFLICTS. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING ON ISSUES WHERE A CONFLICT MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 EAST CAROLINA UNIVERSITY PROVIDES COMPENSATION FOR TWO FOUNDATION OFFICER POSITIONS. THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT MANAGES THE COMPENSATION DETERMINATION PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND 990-T ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE FOUNDATION'S WEBSITE AND PROVIDING COPIES UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, FORMS 990 AND OTHER DOCUMENTS OF INTEREST ARE AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE ORGANIZATION'S WEBSITE, GUIDESTAR, AND PROVIDING COPIES ON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 497,618. MANAGEMENT AND GENERAL EXPENSES 231,950. FUNDRAISING EXPENSES 493,872. TOTAL EXPENSES 1,223,440. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 454,763. MANAGEMENT AND GENERAL EXPENSES 321. FUNDRAISING EXPENSES 2,763. TOTAL EXPENSES 457,847. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT VALUE AGREEMENT -72,100. BAD DEBT LOSSES -37,450. REVALUATION OF REAL ESTATE AND COLLECTIBLES -138,277. EAST CAROLINA UNIVERSITY EAST FIFTH STREET GREENVILLE NC 27858 566000403 EDUCATIONAL INSTITUTION - PUBLIC NC GOVERNMENTAL N/A N/A 0 THE BRODY FOUNDATION 530 SE GREENVILLE BLVD SUITE 200 GREENVILLE NC 27858 581419760 SUPPORTING ORGANIZATION NC 501(C)(3) LINE 12D, III-O N/A 0 CHARITABLE REMAINDER UNITRUST (2) TRUST NC EAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC T 0 CHARITABLE REMAINDER ANNUITY TRUST (1) TRUST NC EAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC T 0 0 1 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 EAST CAROLINA UNIVERSITY B 1488315 FAIR VALUE EAST CAROLINA UNIVERSITY J 1 FAIR VALUE EAST CAROLINA UNIVERSITY M 1171347 FAIR VALUE EAST CAROLINA UNIVERSITY N 38318 FAIR VALUE EAST CAROLINA UNIVERSITY P 1223441 FAIR VALUE THE BRODY FOUNDATION C 425891 FAIR VALUE