2023-05-10T14:08:23-05:00 2022-06-30 BDO USA LLP 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2021-07-01 566052117 THE REX HEALTHCARE FOUNDATION INC % BENJAMIN MATHEW REXH 9197844447 4420 LAKE BOONE TRAIL RALEIGH NC 27607 Benjamin Mathew CFO 9197844447 2023-05-10 true Benjamin Mathew 999009999 Sandra L Feinsmith P01064157 9192781936 2023-05-09 2 2021 2023-04-26 12:10:37Z X REX HOSPITAL FOUNDATION Ernie Bovio 4420 LAKE BOONE TRAIL RALEIGH NC 27607 13659230 false X www.rexhealthcarefoundation.com X 1958 NC TO PROVIDE OPPORTUNITIES FOR OUR COMMUNITY TO INVEST RESOURCES IN THE EXCELLENT WORK OF UNC REX HEALTHCARE X 15 11 0 11 0 0 2746318 1787678 0 0 268121 626302 -98355 0 2916084 2413980 807123 731385 0 0 0 0 15908 9545 532615 895237 557189 1718268 1298119 1197816 1115861 7822343 0 47548 0 7774795 0 X OUR MISSION IS TO PROVIDE OPPORTUNITIES FOR OUR COMMUNITY TO INVEST RESOURCES IN THE EXCELLENT WORK OF UNC REX HEALTHCARE. THE CORE ACTIVITIES THROUGH WHICH THE FOUNDATION FULFILLS THIS MISSION INCLUDE: ADVOCACY, EDUCATION, PROGRAM DEVELOPMENT, FUNDRAISING, STRATEGIC PARTNERSHIPS AND DONOR ENGAGEMENT. false true 731385 731385 0 THE REX HEALTHCARE FOUNDATION SUPPORTS UNC REX HOSPITAL THROUGH A VARIETY OF PATIENT ASSISTANCE PROGRAMS, ASSISTS IN UPGRADING FACILITIES AND ACQUIRING THE MEDICAL EQUIPMENT NECESSARY TO CONTINUE EXCELLENT HEALTHCARE SERVICES. THESE PROGRAMS INCLUDE A MOBILE MAMMOGRAPHY UNIT THAT TRAVELS THE REGION PROVIDING FREE MAMMOGRAPHY SCREENING SERVICES TO UNDERSERVED PATIENTS, PATIENT ASSISTANCE THROUGH THE REX CANCER CENTER ANGEL FUND, NURSING EDUCATION, BLANKET WARMERS, PATIENT TRANSPORTATION TO TREATMENT AND MORE. 731385 true true false false false false false false false true false false false false false true false true false false false false false false false false false true false true false false false false false false false false false false true false false true false false false true 0 0 0 false false false false false true true false false false false false false X 15 11 false false false false false true true true true false false true true true true true true true true false X BENJAMIN MATHEW 9197844447 4420 LAKE BOONE TRAIL RALEIGH NC 27607 WESLEY A BURKS MD DIRECTOR 1.0 59.0 X 0 1887163 575059 STEPHEN W BURRISS DIRECTOR 1.0 59.0 X 0 1235156 242300 ERNEST L BOVIO JR PRESIDENT 1.0 59.0 X X 0 793911 125392 RIG S PATEL MD DIRECTOR 1.0 59.0 X 0 844318 37646 ANDREW K ZUKOWSKI TREASURER 1.0 59.0 X 0 469022 76311 Kirsten S Riggs VICE PRESIDENT 1.0 59.0 X 0 441640 80783 Gary L Park Former Director 0.0 0.0 X 0 353249 163235 SYLVIA D HACKETT VICE PRESIDENT 1.0 59.0 X 0 426446 83468 TATE M BOMBARD SECRETARY 1.0 59.0 X 0 343177 61988 BENJAMIN J MATHEW ASST TREASURER/ASST SECRETARY 1.0 59.0 X 0 299493 31910 Meghan E Hooley ASST TREASURER/ASST SECRETARY 1.0 59.0 X 0 170671 19973 KEVIN T ANDERSON DIRECTOR 1.0 2.0 X 0 0 0 CATHARINE B ARROWOOD DIRECTOR/VICE CHAIRMAN 1.0 2.0 X X 0 0 0 TERESA C ARTIS DIRECTOR 1.0 2.0 X 0 0 0 ANN S COLLINS MD DIRECTOR/CHAIRMAN 1.0 2.0 X X 0 0 0 COURTNEY A CROWDER DIRECTOR 1.0 2.0 X 0 0 0 MELISSA A FITZPATRICK DIRECTOR 1.0 2.0 X 0 0 0 KEVIN D HOWELL DIRECTOR 1.0 2.0 X 0 0 0 DAVID F MILLS DIRECTOR 1.0 2.0 X 0 0 0 ROBERT B OAKES DIRECTOR 1.0 2.0 X 0 0 0 BOBBY T PARKER DIRECTOR 1.0 2.0 X 0 0 0 Marilyn R Pearson MD Director 1.0 2.0 X 0 0 0 JASON T SANDNER DIRECTOR 1.0 2.0 X 0 0 0 0 7264246 1498065 0 true true false 0 447418 1340260 1787678 0 81154 81154 0 0 0 0 0 11790398 11245250 545148 545148 545148 0 0 0 0 0 0 0 0 0 0 2413980 626302 731385 731385 0 0 0 0 0 0 0 0 0 0 0 0 0 9545 9545 21574 21574 60184 60184 19433 19433 5460 4914 546 0 0 40574 40574 129 129 0 0 0 0 0 0 COST REIMBURSEMENT 401499 401499 MISCELLANEOUS 8336 7502 834 1298119 731385 34119 532615 2156014 0 0 0 0 0 673023 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4993306 0 0 0 0 0 7822343 0 47548 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 47548 0 X 1948904 0 5825891 0 7774795 0 7822343 0 X 1115861 -1051702 -7838954 X X false true X true false X X 1 REX HOSPITAL INC 561509260 3 true 731385 0 1 731385 0 false false false false false false false false false false false false false false false true PART IV, LINE 1 THE ORGANIZATION AND THE SUPPORTED ORGANIZATION, REX HOSPITAL, INC., HAVE A HISTORIC RELATIONSHIP THAT HAS BEEN ONGOING FROM THE FORMATION OF REX HEALTHCARE FOUNDATION. REX HOSPITAL, INC. IS THE ONLY SUPPORTED ORGANIZATION OF REX HEALTHCARE FOUNDATION. ALL OF THE FINANCIAL SUPPORT PROVIDED BY THE ORGANIZATION GOES TO REX HOSPITAL, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 432364 432364 389989 42375 432364 399989 10000 389989 300391 99598 399989 1.00000 false false 0 0 X PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO FURTHER THE MISSION OF REX HEALTHCARE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2022 OR 2021. true REX HOSPITAL INC 4420 Lake Boone Trail Raleigh NC 27607 561509260 501(c)(3) 731385 GENERAL SUPPORT Rex Hospital Inc 4420 Lake Boone Trail Raleigh NC 27607 561509260 501(C)(3) 15226 Book Artwork Gift 1 PART I, LINE 2: REX HEALTHCARE FOUNDATION'S SOLE RECIPIENT OF ASSISTANCE IS REX HOSPITAL, INC. THE TWO ORGANIZATIONS WORK CLOSELY TOGETHER, ALLOWING FOR REAL-TIME AND CONSISTENT MONITORING OF GRANTS. false false false false false false false false false WESLEY A BURKS MD DIRECTOR 0 960554 0 905609 0 21000 0 562876 0 12183 0 2462222 0 0 STEPHEN W BURRISS DIRECTOR 0 889060 0 336996 0 9100 0 229595 0 12705 0 1477456 0 0 RIG S PATEL MD DIRECTOR 0 750186 0 93482 0 650 0 15254 0 22392 0 881964 0 0 ERNEST L BOVIO JR PRESIDENT 0 590194 0 197439 0 6278 0 103000 0 22392 0 919303 0 0 SYLVIA D HACKETT VICE PRESIDENT 0 303395 0 86327 0 36724 0 69148 0 14320 0 509914 0 0 Kirsten S Riggs VICE PRESIDENT 0 330710 0 105080 0 5850 0 58545 0 22238 0 522423 0 0 ANDREW K ZUKOWSKI TREASURER 0 364008 0 104415 0 599 0 54750 0 21561 0 545333 0 0 TATE M BOMBARD SECRETARY 0 267140 0 76037 0 0 0 39750 0 22238 0 405165 0 0 BENJAMIN J MATHEW ASST TREASURER/ASST SECRETARY 0 210193 0 81242 0 8058 0 16262 0 15648 0 331403 0 0 Meghan E Hooley ASST TREASURER/ASST SECRETARY 0 149838 0 20183 0 650 0 6222 0 13751 0 190644 0 0 Gary L Park Former Director 0 203188 0 0 0 150061 0 161206 0 2029 0 516484 0 0 Investments 2022-06-30 4794772 Book Value 566057494 UNC HEALTH FOUNDATION INC 123W FRANKLIN ST CHAPEL HILL NC 27516 501(C)(3) CASH 2022-06-30 2568008 Book Value 566057494 UNC HEALTH FOUNDATION INC 123 W FRANKLIN ST CHAPEL HILL NC 27516 501(C)(3) Accounts Receivables 2022-06-30 476174 Book Value 566057494 UNC HEALTH FOUNDATION INC 123 W FRANKLIN ST CHAPEL HILL NC 27516 501(C)(3) false false false false true true true true false FORM 990, PART III, LINE 3 THE REX HEALTHCARE FOUNDATION, INC. DISCONTINUED ALL PROGRAM SERVICES UPON ITS DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM APPOINTS ALL DIRECTORS ON THE ORGANIZATION'S BOARD OF TRUSTEES, WHICH SHALL NOT BE LESS THAN 9 NOR MORE THAN 13. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BOARD REQUIRES PRIOR APPROVAL OF THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM FOR CERTAIN POWERS, INCLUDING BUT NOT LIMITED TO ADDITION OR DELETION OF A HEALTH CARE SERVICE, PARTICIPATION, DIRECTLY OR INDIRECTLY, IN A JOINT VENTURE, INDEBTEDNESS AND CAPITAL BUDGETS, OPERATING BUDGETS AND NON-BUDGETED MATERIAL EXPENDITURES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE TEAM DISCUSSES AND REVIEWS THE FORM 990 AND ALL ASSOCIATED SCHEDULES THROUGHOUT THE INFORMATION GATHERING STAGE. THE FORM 990 AND ASSOCIATED SCHEDULES ARE THEN REVIEWED AND APPROVED BY THE BOARD AS A WHOLE. A COPY OF THE APPROVED FORM 990 ALONG WITH THE ASSOCIATED SCHEDULES IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD MEMBERS TO ANNUALLY COMPLETE AND SIGN A QUESTIONNAIRE DOCUMENTING ANY AREA OF CONFLICT OF INTEREST. THE BOARD MEMBERS ARE REQUIRED TO REPORT AND DOCUMENT ANY NEW AREAS OF CONFLICT OF INTEREST AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES AN INDEPENDENT CONSULTANT TO MEASURE FAIR VALUE OF COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND OTHER TOP MANAGEMENT. BOTH REX AND UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM BOARDS REVIEW AND APPROVE THE COMPENSATION FOR ALL OFFICERS EXCEPT THE ASSISTANT SECRETARY AND ASSISTANT TREASURER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST AND ON GUIDESTAR'S WEBSITE AND THE FINANCIAL STATEMENTS ARE AVAILABLE ON MUNICIPAL SECURITIES RULEMAKING BOARD'S WEBSITE. THE ORGANIZATION DOES NOT MAKE OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 THE REX HEALTHCARE FOUNDATION, INC. WAS DISSOLVED, AND ALL ITS ASSETS WERE TRANSFERRED TO THE UNC HEALTH FOUNDATION, INC., A CHARITABLE ORGANIZATION THAT IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNC HEALTH FOUNDATION, INC. PROVIDES PHILANTHROPY SERVICES TO HELP SUPPORT UNC HCS AND ITS AFFILIATES. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNC HEALTH CARE SYSTEM 101 MANNING DRIVE CHAPEL HILL NC 27514 562206970 HEALTHCARE NC SECTION 115 UNC HEALTH C false UNC HOSPITALS 101 Manning Drive Chapel Hill NC 27514 561118388 HEALTHCARE NC SECTION 115 UNC HEALTH C false CALDWELL MEMORIAL HOSPITAL 321 MULBERRY STREET SW LENOIR NC 28645 560554204 HEALTHCARE NC 501(C)(3) LINE 3 UNC HEALTH C false CALDWELL MEMORIAL HOSPITAL FNDN INC PO BOX 1890 LENOIR NC 28645 581935514 SUPPORT OF CA NC 501(c)(3) Line 1 CALDWELL MEM false CHATHAM HOSPITAL INC PO Box 649 Siler City NC 27344 560611546 HEALTHCARE NC 501(c)(3) Line 3 UNC HEALTH C false PIEDMONT TRIAD HEALTH SERVICES 101 Manning Dr Medical Win Chapel Hill NC 27514 561497163 HEALTHCARE NC 501(c)(3) Line 12B II UNC HEALTH C false REX HEALTHCARE INC 4420 Lake Boone Trail Raleigh NC 27607 561509129 HEALTHCARE NC 501(c)(3) Line 12A I UNC HEALTH C false REX HOSPITAL INC 4420 Lake Boone Trail Raleigh NC 27607 561509260 HEALTHCARE NC 501(c)(3) Line 3 UNC HEALTH C false UNCPN 5221 PARAMOUNT PKWY SUITE 220 Morrisville NC 27560 271081647 HEALTHCARE NC 501(c)(3) Line 10 UNC HEALTH C false UNC ROCKINGHAM HEALTH CARE INC 117 EAST KINGS HIGHWAY EDEN NC 27288 823745228 HEALTHCARE NC 501(c)(3) Line 3 UNC HEALTH C false REX SURGERY CENTER OF CARY 4420 Lake Boone Trail Raleigh NC 27607 273684056 ASC NC NA N/A JRH VENTURES LLC 4420 Lake Boone Trail Raleigh NC 27607 274092967 MED CAMPUS DEVELO NC NA N/A REX HEALTH VENTURES I LP 4420 Lake Boone Trail Raleigh NC 27607 371690478 VENTURE CAPITAL I NC NA N/A ORTHOPAEDIC SURGERY CENTER OF Raleigh LL 4420 Lake Boone Trail Raleigh NC 27607 271740526 ORTHOPAEDIC SURGE NC NA N/A TRO VENTURES LLC 4420 Lake Boone Trail Raleigh NC 27607 821330195 Healthcare NC NA N/A REX SURGERY CENTER OF WAKEFIELD 4420 Lake Boone Trail Raleigh NC 27607 465511168 ASC NC NA N/A REX ENTERPRISES COMPANY INC 4420 Lake Boone Trail Raleigh NC 27607 561553957 OPERATION SUPPORT NC UNC Healthcare C CORP 0 0 false UNC Physicians Grp Practices II LLC 2500 Blue Ridge Road Ste 401 Raleigh NC 27607 852823886 Healthcare NC REX HEALTHCARE C CORP 0 0 false UNC HEALTH INNOVATIONS INC 4420 Lake Boone Trail Raleigh NC 27607 871233049 OPERATION SUPPORT NC REX HEALTHCARE C CORP 0 0 false false true false false false false false false false false false false true true false true false false false