Medi-rec Foundation Inc

APEX, NC EIN: 06-6182480

Medi-rec Foundation Inc is a private foundation, based in APEX, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $267K in total assets. In 2024, it awarded 9 grants totaling $29K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$267K

-2.8% YoY

Annual Giving

$29K

+2.8% YoY

Grant Count

9

-18.2% YoY

Avg Grant Size

$3K

+25.6% YoY

Under IRS private-foundation payout rules, Medi-rec Foundation Inc reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Medi-rec Foundation Inc

Based on IRS filings

Medi-rec Foundation Inc is a private foundation, based in APEX, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $267K in total assets. In 2024, it awarded 9 grants totaling $29K. Net investment income was $24K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+2 more states

Cities

BostonBronxBrooklineCharletteCharlotteChicagoCincinnatiCoto LaurelDenverIsle MotteNew CanaanRaleighSan JuanStamford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$22K$32K$43K20202021202220232024
Metric202420232022
Total Assets$267,085$274,724$285,622
Revenue$27,757$26,283$37,529
Expenses$37,661$36,681$26,515
Qualifying Distributions$33,162$32,117$22,350
Net Investment Income$23,560$21,719$33,389
Distributable Amount$28,155$25,648$25,562

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$22K$29K12 grants202015 grants202117 grants202211 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

FORDHAM UNIVERSITY$22KMOUNT ST MICHAEL ACADEMY$5KDANA FARBER CANCER INSTI…$300SPECIAL OLYMPICS NC$300CARLOS BELTRAN BASEBALL …$300SAINT ANNE'S SHRINE$300NEW CANAAN LIBRARY$200MEALS ON WHEELS$150AMERICAN CANCER SOCIETY …$100

Grant Size Distribution

64 grants across all recorded years

64<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fordham University ($22,247), Mount St Michael Academy ($5,000), Dana Farber Cancer Institute ($300).

RecipientPurposeAmount
AMERICAN CANCER SOCIETY INC CHARLOTTE, NCANNUAL DONATION (UNRESTRICTED)$100
DANA FARBER CANCER INSTITUTE BROOKLINE, MAANNUAL DONATION (UNRESTRICTED)$300
NEW CANAAN LIBRARY NEW CANAAN, CTANNUAL DONATION (UNRESTRICTED)$200
SPECIAL OLYMPICS NC RALEIGH, NCANNUAL DONATION (UNRESTRICTED)$300
MOUNT ST MICHAEL ACADEMY BRONX, NYANNUAL DONATION (UNRESTRICTED)$5,000
FORDHAM UNIVERSITY BOSTON, MAANNUAL DONATION (UNRESTRICTED)$22,247
MEALS ON WHEELS RALEIGH, NCANNUAL DONATION (UNRESTRICTED)$150
CARLOS BELTRAN BASEBALL ACADEMY COTO LAUREL, PRANNUAL DONATION (UNRESTRICTED)$300
SAINT ANNE'S SHRINE ISLE MOTTE, VTANNUAL DONATION (UNRESTRICTED)$300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

GINA CLEARYPRESIDENT$6K

From 2024 filing

NameTitleHoursCompensation
GINA CLEARYPRESIDENT3$6,000
CAROL PICCAROVICE PRES.1
MICHAEL VON OEHSENSECRETARY1
DONNA VON OEHSENDIRECTOR1
JANICE VON OEHSENDIRECTOR1
DAVID VON OEHSENDIRECTOR1

Frequently Asked Questions

How large is Medi-rec Foundation Inc?

As of 2024, Medi-rec Foundation Inc holds $267K in total assets with $28K in annual revenue. It awarded 9 grants totaling $29K in 2024.

Where does Medi-rec Foundation Inc operate?

Medi-rec Foundation Inc has awarded grants in Colorado, Connecticut, Illinois, Massachusetts, North Carolina, New York, Ohio, Pr, Vermont.

What size grants does Medi-rec Foundation Inc award?

In 2024, Medi-rec Foundation Inc awarded 9 grants totaling $29K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Medi-rec Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Medi-rec Foundation Inc reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Medi-rec Foundation Inc's EIN?

Medi-rec Foundation Inc's EIN (Employer Identification Number) is 06-6182480. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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