Atrium Health Foundation
Atrium Health Foundation is a public charity based in Charlotte, North Carolina. It serves as the primary point of contact for individual, foundation, and corporate charitable support of Atrium Health, and its grantmaking supports Atrium Health programs and facilities as well as other organizations.
Atrium Health Foundation at a glance
In short: Atrium Health Foundation gave $42.5M across 40 grants in 2024 (avg $1.1M), mostly in North Carolina. 36% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $42,483,243
- -24.2% vs 2023
- Grants made (2024)
- 40
- +17.6% vs 2023
- Average grant
- $1,062,081
- -35.6% vs 2023
- Median grant
- $153,419
- Total assets
- $556,746,640
- +9.6% vs 2023
- New grantees (estimate)
- 36% first-time grantees (9 of 25, 2024)
- Primary geography
- North Carolina (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Atrium Health Foundation
- How to Apply
-
The Foundation states that grant disbursements require a written request from the grantee describing the intended purpose and recipient. Senior executive staff approve requests after review for consistency with the Foundation’s charitable purpose. Substantial grants are periodically reviewed with recipients to check that funds were used consistently with their intended purpose.
- Contact
Mailing address: PO Box 32861, Charlotte, NC 28232-2861
Phone: (704) 355-4048
Website: https://atriumhealthfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Atrium Health Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health ($38.7M across 16 grants). Together the top 10 received $42.3M.
Grant Size Distribution
178 grants across all recorded years
The most common grant size was under $50K: 60 grants of 178 (34%).
Geographic Focus
Where this funder awards grants
In 2024, 99% of grant dollars went to recipients in North Carolina and 1% to recipients in Pennsylvania. The Foundation’s filing also says income from endowed funds benefits programs and facilities at Atrium Health in the Greater Charlotte region, subject to donor designations.
Grant Distribution by State
Share of 2024 grant dollars across all 40 itemized grants.
Cities
Is Atrium Health Foundation open to new grantees?
36%
first-time grantees, 2024
In 2024, 9 of 25 grantees (36%) were first-time recipients. First grants averaged $97K; repeat grants $2.6M. How we count
Medians: $10K first-time, $23K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $30.9M (2021) to $56.1M (2023). In 2024 it made 40 grants totaling $42.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | Medical Education Programs | $10,000,000 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | Community Health Education & Awareness | $9,466,983 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | Children's & Newborn Programs | $6,466,826 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | Cancer Programs & Research | $4,853,543 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | Sanger Heart & Vascular Institute | $2,328,552 |
| Wake Forest University Health Sciences Winston-Salem, NC | Support for Medical Related Research | $1,918,981 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | Muscular Dystrophy Research Programs | $928,733 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | MEDICAL,NURSING & Allied Health Education Programs | $896,496 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | Carolinas Rehabilitation Outreach Programs | $670,674 |
| The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NC | General & Minimally Invasive Surgery Programs & Research | $646,335 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $556,746,640 | $150,109,810 | $51,614,932 | $42,483,243 | 40 | $87,055,486 |
| 2023 | $508,029,201 | $66,370,378 | $64,503,775 | $56,052,384 | 34 | $8,860,741 |
| 2022 | $469,651,254 | $84,047,402 | $45,016,290 | $36,845,352 | 34 | $18,993,475 |
| 2021 | $499,528,498 | $114,575,402 | $38,005,282 | $30,898,517 | 35 | $29,598,627 |
| 2020 | $404,080,450 | $59,803,918 | $47,365,051 | $41,141,002 | 35 | $20,597,539 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s mission is to “inspire transformational giving to improve health, elevate hope, and advance healing—for all.”
Its 2024 filing describes operational funding for medical education programs, support for equipment and programming in newborn and pediatric units, operating and scholarship support for nursing and allied-health education, and funding for rehabilitation infrastructure, programs, education, technology, and equipment. The 2024 grants also included support for community health education and awareness, cancer programs and research, cardiovascular programs, and medical research.
Among its grantees, Wake Forest University Health Sciences describes itself as part of Atrium Health Wake Forest Baptist, an academic medical center and learning health system. CMS Foundation says it invests in innovation to help Charlotte-Mecklenburg Schools address challenges and expand opportunities for students and educators. Care Ring describes its mission as empowering people with limited resources to establish and maintain good health.
Grantmaking
In 2024, the Foundation reported 40 grants totaling $42,483,243. Awards ranged from $5,049 to $10,000,000, with a median grant of $153,419. The largest grants included $10,000,000 for medical education programs, $9,466,983 for community health education and awareness, and $6,466,826 for children’s and newborn programs, all to The Charlotte-Mecklenburg Hospital Authority dba Atrium Health. Other large awards to that recipient supported cancer programs and research ($4,853,543) and the Sanger Heart & Vascular Institute ($2,328,552).
Other 2024 grantees included Wake Forest University Health Sciences, which received $1,918,981 for medical-related research, and CMS Foundation, which received $633,600 for community and outreach programs. Care Ring received $222,897, and 24 Foundation received $102,500.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Mandy S. Houser as chair, Luther A. Lockwood II as vice chair, and David Secrest as secretary/director. It also lists Todd Collins, Howard Bissell III, Hugh Cummins III, May Beverly Hemby, Greg Johnson, Gregory Olsen, and Manuel Rey as directors.
Atrium Health Foundation is led by Armando L. Chardiet, President on every filing since 2020; none of the 26 officers listed in 2024 report compensation.
Officers on the 2024 filing
Armando L. Chardiet
President
On filings since 2020
50 hrs/week
No compensation reported
Mandy S. Houser
Chair
Vc & Chair → Chair, 2021
On filings since 2020
1 hr/week
No compensation reported
David Secrest
Secretary & Director
Director → Secretary & Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Gregory Olsen
Director
On filings since 2020
1 hr/week
No compensation reported
Howard Bissell III
Director
On filings since 2020
1 hr/week
No compensation reported
Manuel Rey
Director
On filings since 2020
1 hr/week
No compensation reported
May Beverly Hemby
Director
On filings since 2020
1 hr/week
No compensation reported
Michael Salvino
Director
On filings since 2020
1 hr/week
No compensation reported
Mike Rucker
Director
On filings since 2020
1 hr/week
No compensation reported
Beverly Ladley
Director
On filings since 2021
1 hr/week
No compensation reported
David Sheffer
Director
On filings since 2021
1 hr/week
No compensation reported
Doug Lebda
Director
On filings since 2021
1 hr/week
No compensation reported
Greg Johnson
Director
On filings since 2021
1 hr/week
No compensation reported
Hugh Cummins III
Director
On filings since 2021
1 hr/week
No compensation reported
Todd Collins
Director
On filings since 2021
1 hr/week
No compensation reported
Nicole Tepper
Director
On filings since 2023
1 hr/week
No compensation reported
Grace Nystrum
Director
New on the 2024 filing
1 hr/week
No compensation reported
Electa E. McPherson
Senior Vice President Operations & CFO
Senior Vice President Operations → Senior Vice President Operations & CFO, 2023
On filings since 2020
50 hrs/week
No compensation reported
Kirstin E. Ashford
Vice President & Chief of Staff
On filings since 2020
50 hrs/week
No compensation reported
Luther A. Lockwood II
Vice Chair
Director → Vice Chair, 2021
On filings since 2020
1 hr/week
No compensation reported
Mark L. Griffith
Vice President & Development
Assistant Vice President & Major Gifts → Vice President & Development, 2022
On filings since 2020
50 hrs/week
No compensation reported
Katherine Schmitt
Assistant Vice President & Finance
Director - Financial Services → Assistant Vice President & Finance, 2023
On filings since 2021
40 hrs/week
No compensation reported
Kellie McGregor
Assistant Vice President & Major Gifts
Director - Fund Development → Assistant Vice President & Major Gifts, 2022
On filings since 2021
40 hrs/week
No compensation reported
Rachel Ellis
Assistant Vice President, Corporate, Fdn Relations & Grants
Director - Grants & Foundation Relations → Assistant Vice President, Corporate, Fdn Relations & Grants, 2022
On filings since 2021
40 hrs/week
No compensation reported
Kathleen Lefever
Assistant Vice President, Strat Relations & Com
Director, Strat Relations & Committee → Assistant Vice President, Strat Relations & Communications, 2023
Assistant Vice President, Strat Relations & Communications → Assistant Vice President, Strat Relations & Com, 2024
On filings since 2022
40 hrs/week
No compensation reported
Ryan Marshall
Assistant Vice President & Development
On filings since 2022
40 hrs/week
No compensation reported
Former officers (9)
- Former: Sonja Nichols (2021–2023) — Director · Filing note: Thru 42023
- Former: Kaley Tyler (2021–2022) — Director - Donor Relations
- Former: Page Stroup (2021) — Director - Fund Development
- Former: James E. Mattei (2020) — Chair
- Former: James E. S. Hynes (2020) — Director
- Former: James R. Ervin (2020) — Senior Vice President Development
- Former: Lori L. Sklut (2020) — Secretary & Director
- Former: Scott Kerr (2020) — Former Officer
- Former: Thomas J. Hall (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Atrium Health Foundation
How much does Atrium Health Foundation give each year?
Atrium Health Foundation gave $42.5M across 40 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $56.1M across 34 grants.
What is Atrium Health Foundation's typical grant size?
Atrium Health Foundation's median grant in 2024 was $153,419, and its average grant was $1,062,081, across 40 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Atrium Health Foundation that year got $97K on average.
Where does Atrium Health Foundation give grants?
Atrium Health Foundation gives mostly in North Carolina: 99% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Charlotte, NC (32 grants) and Winston-Salem, NC (2 grants).
Does Atrium Health Foundation give general operating support?
Occasionally: 3% of Atrium Health Foundation's 2024 grants with a stated purpose (1 of 40) were for general or operating support, per its 2024 IRS Form 990. Recurring purposes include "Support for Community Outreach Programs" (7 grants) and "Support for Community Programs" (3 grants).
Who are Atrium Health Foundation's largest grantees?
Atrium Health Foundation's largest 2024 grantees include The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health ($38,720,220 across 16 grants), Wake Forest University Health Sciences ($1,918,981) and CMS Foundation ($633,600), according to its 2024 IRS Form 990. Together they received 97% of its itemized 2024 grant dollars.
How large is Atrium Health Foundation?
Atrium Health Foundation reported $556.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $150.1M.
What does Atrium Health Foundation fund?
The Foundation’s mission is to “inspire transformational giving to improve health, elevate hope, and advance healing—for all.” See mission & focus areas ↑
How do I apply for a grant from Atrium Health Foundation?
The Foundation states that grant disbursements require a written request from the grantee describing the intended purpose and recipient. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Atrium Health Foundation's EIN?
Atrium Health Foundation's EIN (Employer Identification Number) is 56-6060481. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Atrium Health Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/atrium-health-foundation-morg_79bc22f8fd43420fbb7a246b54eaa666
BibTeX
@misc{grantable_566060481_2026,
author = {{Grantable}},
title = {{Atrium Health Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/atrium-health-foundation-morg_79bc22f8fd43420fbb7a246b54eaa666},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Atrium Health Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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