Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 9,761,370 | 10,250,859 | 13,657,490 | 13,307,415 | 15,004,470 | 61,981,604 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 9,761,370 | 10,250,859 | 13,657,490 | 13,307,415 | 15,004,470 | 61,981,604 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 9,487,763 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 52,493,841 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 9,761,370 | 10,250,859 | 13,657,490 | 13,307,415 | 15,004,470 | 61,981,604 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 171,945 | 191,028 | 293,089 | 509,003 | 1,472,245 | 2,637,310 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 546,081 | 231,695 | 243,096 | 324,303 | 405,331 | 1,750,506 |
| 11 | Total support. Add lines 7 through 10 | 66,369,420 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| PART III, LINE 4A CONTINUATION | NURSE FAMILY PARTNERSHIP (NFP) WAS AWARDED GRANT FUNDING FOR A HOME VISITING PROGRAM FOR NURSES WHICH PAIRS FIRST-TIME MOTHERS WITH A NURSE WHO CAN HELP THEM HAVE A HEALTHY PREGNANCY. THE NURSE PROVIDES EXPERT ADVICE AND COACHING ON CHILD DEVELOPMENT FOR WOMEN THROUGHOUT PREGNANCY UNTIL THE BABY IS TWO YEARS OLD. THESE SERVICES ARE PROVIDED AT NO COST TO THE FAMILY AND HAVE SHOWN POSITIVE OUTCOMES IN THE FOLLOWING: PRENATAL HEALTH PRETERM FIRST BIRTHS OPIOID DEPENDENT MOTHERS NEONATAL ABSTINENCE SYNDROME (BABIES EXPOSED TO DRUGS IN THE WOMB) CHILDHOOD INJURIES CHILD DEVELOPMENT MATERNAL EMPLOYMENT GRANTS FUNDING WAS PROVIDED FOR EMPATH, (EMERGENCY PSYCHIATRIC ASSESSMENT, TREATMENT AND HEALING) UNIT TO HELP PEDIATRIC PATIENTS SUFFERING FROM BEHAVIORAL HEALTH CRISES GET STREAMLINED CARE IN CALM ENVIRONMENT. IT'S A DEDICATED SPACE THAT'S SEPARATE FROM THE EMERGENCY DEPARTMENT WHERE PROFESSIONALS CAN ASSESS, TREAT AND STABILIZE KIDS IN A MENTAL HEALTH CRISIS. MCLEOD BEHAVIORAL HEALTH RECEIVED GRANT FUNDING WHICH ADDRESSES THE NEEDS OF OUR BEHAVIORAL HEALTH PATIENTS SUCH AS INDIGENT PATIENT TRANSPORTATION, MEDICATION PROCUREMENT AND COMPLIANCE, AND PATIENT AND FAMILY EDUCATION. RELATED TO OUR COASTAL MCLEOD HEALTH HOSPITALS, MCLEOD HEALTH LORIS, MCLEOD HEALTH SEACOAST, AND MCLEOD HEALTH CAROLINA FOREST RECEIVED FUNDING TO SUPPORT SPECIALIZED SERVICES AND THE LATEST EQUIPMENT AND TECHNOLOGY. IT ALSO PROVIDED ASSISTANCE FOR ESSENTIAL EQUIPMENT AND PROGRAMS RUNNING THE SPECTRUM FROM THE BIRTH OF A NEW BABY TO CANCER PATIENTS LOOKING FOR HOPE, CARDIAC PATIENTS IN NEED OF ASSISTANCE, AND HOSPICE PATIENTS IN NEED OF COMPASSIONATE CARE. FUNDING WAS ALSO PROVIDED TO SUPPORT SPECIALIZED EQUIPMENT FOR THE NEW MCLEOD CENTER FOR CANCER TREATMENT AND RESEARCH LOCATED ON THE MCLEOD SEACOAST CAMPUS. THE MCLEOD CENTER FOR CANCER TREATMENT AND RESEARCH OFFERS INNOVATIVE MULTI-DISCIPLINARY CARE, IMPROVED ACCESS TO PREVENTIVE MEDICINE AND SUPERIOR TECHNOLOGY SUCH AS THE NEW STEREOTACTIC RADIOSURGERY UNIT, A LARGE BORE CT SCANNER, AND A DIGITAL PET/CT SCANNER -- ALL TOOLS THAT WILL BE USED TO IMPROVE THE HEALTH AND WELLBEING FOR PATIENTS IN THIS REGION. FUNDING WAS PROVIDED FOR THE GUEST HOUSE AT MCLEOD REGIONAL MEDICAL CENTER AS WELL AS VARIOUS INITIATIVES AT MCLEOD DILLON, MCLEOD CHERAW, AND MCLEOD CLARENDON. OTHER AREAS OF SUPPORT INCLUDED SCHOLARSHIPS AND EDUCATIONAL TRAINING FOR STAFF, TRANSPORTATION AND MEDICATION FOR PATIENTS IN NEED, THE HEALTHY OUTCOMES AND ACCESS HEALTH PROGRAMS, TELEHEALTH, SERVICES PROVIDED THROUGH MCLEOD FAMILY MEDICINE, AND IMPROVING ACCESS AND THE QUALITY OF PRENATAL CARE AT MCLEOD HEALTH'S RURAL HOSPITALS. |
| FORM 990, PART VI, SECTION A, LINE 6 | MCLEOD HEALTH FOUNDATION HAS A SOLE MEMBER WHICH IS MCLEOD HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF MCLEOD HEALTH (SOLE MEMBER) HAS THE FINAL AUTHORITY AS NEEDED ON THE MAKEUP AND DECISION-MAKING OF MCLEOD HEALTH FOUNDATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF MCLEOD HEALTH (SOLE MEMBER) HAS THE FINAL AUTHORITY AS NEEDED ON THE MAKEUP AND DECISION-MAKING OF MCLEOD HEALTH FOUNDATION'S BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 DATA IS PREPARED INTERNALLY AND SUBMITTED TO OUR AUDITING FIRM FOR RETURN PREPARATION. ONCE THE RETURNS HAVE BEEN COMPLETED, THE FORMS ARE REVIEWED BY THE CFO AND THE FINANCE LEADERSHIP OF MCLEOD HEALTH. COPIES OF DRAFT RETURNS ARE MADE AVAILABLE TO THE MCLEOD HEALTH BOARD MEMBERS, WHO SERVE AS THE OVERALL GOVERNING BOARD. RETURNS ARE AVAILABLE FOR ALL CORPORATIONS OF WHICH MCLEOD HEALTH IS THE SOLE MEMBER AS WELL AS OTHER RELATED ENTITIES OF THOSE CORPORATIONS FOR REVIEW RATHER THAN HAVING THE LOCAL BOARDS REVIEW THE RETURNS. THE BOARD OF MCLEOD HEALTH IS THE ULTIMATE ACCOUNTABLE ORGANIZATION FOR THE SYSTEM; AS SUCH IT IS THE OVERALL GOVERNING BOARD OF THE SYSTEM, WHOSE RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO: APPROVING ALL SUBSIDIARY BOARD MEMBERS, FINANCIAL BUDGETS, AND ISSUANCE OF DEBT. |
| FORM 990, PART VI, SECTION B, LINE 12C | MCLEOD HEALTH FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE MEETING WILL DECIDE IF CONFLICTS OF INTEREST EXIST. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSE. YES, EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DETERMINING COMPENSATION OF MCLEOD HEALTH FOUNDATION'S EXECUTIVE DIRECTOR, THE PROCESS INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. IN THE REVIEW OF COMPENSATION, THE EXECUTIVE DIRECTOR WAS COMPARED TO OTHER SIMILARLY SITUATED ORGANIZATIONS AND POSITIONS. INDIVIDUAL WAS NOT PRESENT WHEN COMPENSATION WAS DETERMINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC UPON REQUEST. HOWEVER, THE ORGANIZATION'S FORM 990 PROVIDES FINANCIAL INFORMATION, AND ADDRESSES ISSUES OF GOVERNANCE SUCH AS THE ORGANIZATION'S CONFLICT OF INTEREST AND GOVERNANCE POLICY. |
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