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Atrium Health Foundation

CHARLOTTE, NC EIN: 56-6060481 Website

Atrium Health Foundation is a 501(c)(3) charitable organization based in Charlotte, North Carolina, serving as the central point of contact for all charitable contributions to Atrium Health. Founded in 1959, the Foundation operates as a philanthropic fundraising services organization dedicated to advancing health-related programs and services throughout the Carolinas. The Foundation maintains tax-exempt status and has been recognized as a highly-rated charitable organization.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$556.7M

+9.6% YoY

Annual Giving

$42.5M

-24.2% YoY

Grant Count

40

+17.6% YoY

Avg Grant Size

$1.1M

-35.6% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission Statement: In support of Atrium Health, we inspire transformational giving to improve health, elevate hope, and advance healing – for all.

Primary Focus Areas:

  • Medical education programs and training for healthcare professionals
  • Cancer programs and research initiatives
  • Pediatric and children's health programs
  • Cardiac care initiatives
  • Neurosciences research
  • Behavioral health services
  • Community health programs

The Foundation's charitable work encompasses education, philanthropy, voluntarism, and grantmaking, with particular emphasis on supporting operational funding for various medical programs and research projects within Atrium Health.

Grantmaking

100% of contributions designated for specific Atrium Health programs or facilities go directly to those programs. The Foundation's operating expenses are funded through annual support from Atrium Health and an operational reserve fund. Investment income on charitable funds typically covers the administrative assessment.

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Geographic Focus

Where this funder awards grants

The Foundation primarily focuses its grantmaking in North Carolina, Pennsylvania, and Maryland, with particular emphasis on the Charlotte area and the broader Carolinas region.

Grant Distribution by State

8states

Cities

BostonCaryCharlotteColumbiaConcordFlagstaffFort LauderdaleFountain ValleyGainesvilleMooresvilleMorgantonPittsburghRaleighRye BrookTucsonUniversity ParkWinstonsalem

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total assets: $557 million
  • Total revenue: $150 million
  • Total expenses: $51.6 million
  • Total liabilities: $7.31 million

Historical Context: The Foundation has maintained strong financial health with consistent asset growth and revenue generation over time, as documented in Form 990 tax filings from 2010 to 2024.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$41M$83M$124M$165M20202021202220232024
Metric202420232022
Total Assets$556,746,640$508,029,201$469,651,254
Revenue$150,109,810$66,370,378$84,047,402
Expenses$51,614,932$64,503,775$45,016,290
Qualifying Distributions
Net Investment Income$87,055,486$8,860,741$18,993,475
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$14M$28M$42M$56M35 grants202035 grants202134 grants202234 grants202340 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE CHARLOTTE-MECKLENBUR…$10.0MTHE CHARLOTTE-MECKLENBUR…$9.5MTHE CHARLOTTE-MECKLENBUR…$6.5MTHE CHARLOTTE-MECKLENBUR…$4.9MTHE CHARLOTTE-MECKLENBUR…$2.3MWAKE FOREST UNIVERSITY H…$1.9MTHE CHARLOTTE-MECKLENBUR…$929KTHE CHARLOTTE-MECKLENBUR…$896KTHE CHARLOTTE-MECKLENBUR…$671KTHE CHARLOTTE-MECKLENBUR…$646K

Grant Size Distribution

178 grants across all recorded years

60<$50K10$50–100K31$100–250K18$250–500K24$500K–1M21$1–5M14$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Mark Griffith – President (joined February 2026)
  • Julian Heidelberg – Associate Vice President, Development

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MANDY S HOUSERCHAIR1
LUTHER A LOCKWOOD IIVICE CHAIR1
DAVID SECRESTSECRETARY/DIRECTOR1
TODD COLLINSDIRECTOR1
HOWARD BISSELL IIIDIRECTOR1
HUGH CUMMINS IIIDIRECTOR1
MAY BEVERLY HEMBYDIRECTOR1
GREG JOHNSONDIRECTOR1
GREGORY OLSENDIRECTOR1
MANUEL REYDIRECTOR1
MIKE RUCKERDIRECTOR1
MICHAEL SALVINODIRECTOR1
BEVERLY LADLEYDIRECTOR1
DOUG LEBDADIRECTOR1
NICOLE TEPPERDIRECTOR1
DAVID SHEFFERDIRECTOR1
GRACE NYSTRUMDIRECTOR1
ARMANDO L CHARDIETPRESIDENT50
ELECTA E MCPHERSONSVP OPERATIONS & CFO50
KIRSTIN E ASHFORDVP, CHIEF OF STAFF50
MARK L GRIFFITHVP, DEVELOPMENT50
RYAN MARSHALLAVP, DEVELOPMENT40
RACHEL ELLISAVP, CORP & FDN RELATIONS/GRANTS40
KELLIE MCGREGORAVP, MAJOR GIFTS40
KATHERINE SCHMITTAVP, FINANCE40
KATHLEEN LEFEVERAVP, STRAT RELATIONS & COM40

Recent News & Activity

Recent developments and announcements

The Duke Endowment awarded funding to strengthen Atrium Health cancer care initiatives

The Duke Endowment awards strengthen Atrium Health cancer care

The Duke Endowment provided $800,000 to enhance behavioral health services

The Duke Endowment awards strengthen Atrium Health cancer care

Truist invested over $5 million in community programs through the Foundation to advance health equity and workforce development in Charlotte

Atrium Health Foundation Receives Transformational Award from ...

The Foundation received transformational awards supporting expanded healthcare services and community health initiatives

The Duke Endowment awards strengthen Atrium Health cancer care

Contact Information

Mailing Address: 7800 Providence Road, Suite 208 Charlotte, NC 28226

Physical Street Address: 1001 E. Morehead Street Charlotte, NC 28202

Phone: (704) 355-4048

Email: AtriumHealthFoundation@AtriumHealth.org

Website: atriumhealthfoundation.org

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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