Atrium Health Foundation logo

Atrium Health Foundation

Public charity · Grantmaker Charlotte, NC EIN: 56-6060481 Website

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 Charlotte-Mecklenburg Hospital Auth DBA Atrium Health: $38.7M across 16 grantsThe Charlotte-MecklenburgHospital Auth DBA Atrium…$38.7M · 16 grantsWake Forest University Health Sciences: $1.9MWake Forest University HealthSciences$1.9MCMS Foundation: $634KCMS Foundation$634KBayada Home Health Care: $255KBayada Home Health Care$255KCare Ring Inc: $223KCare Ring Inc$223KHeineman Medical Outreach: $168KHeineman Medical Outreach$168KMaxim Healthcare Services: $139KMaxim Healthcare Services$139KWake Forest University Baptist Medical Center: $125KWake Forest University BaptistMedical Center$125K24 Foundation: $103K24 Foundation$103KSwim Across America Inc: $25KSwim Across America Inc$25K

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

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

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

8states

Share of 2024 grant dollars across all 40 itemized grants.

Cities

CharlottePittsburghMooresvilleFort LauderdaleWinston-SalemColumbiaMorgantonTucsonConcordRye BrookBostonCaryFlagstaffFountain ValleyGainesvilleRaleighUniversity Park

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.

  • 56% of 2024 grantees were also funded in 2023. Method
  • Giving grew 37% from 2021 to 2024. Method

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

$0$20M$40M$60M35 grants2020 35 grants2021 34 grants2022 34 grants2023 40 grants2024

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

RecipientPurposeAmount
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCMedical Education Programs$10,000,000
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCCommunity Health Education & Awareness$9,466,983
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCChildren's & Newborn Programs$6,466,826
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCCancer Programs & Research$4,853,543
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCSanger Heart & Vascular Institute$2,328,552
Wake Forest University Health Sciences Winston-Salem, NCSupport for Medical Related Research$1,918,981
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCMuscular Dystrophy Research Programs$928,733
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCMEDICAL,NURSING & Allied Health Education Programs$896,496
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCCarolinas Rehabilitation Outreach Programs$670,674
The Charlotte-Mecklenburg Hospital Auth DBA Atrium Health Charlotte, NCGeneral & Minimally Invasive Surgery Programs & Research$646,335
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$556,746,640$150,109,810$51,614,932$42,483,24340$87,055,486
2023$508,029,201$66,370,378$64,503,775$56,052,38434$8,860,741
2022$469,651,254$84,047,402$45,016,290$36,845,35234$18,993,475
2021$499,528,498$114,575,402$38,005,282$30,898,51735$29,598,627
2020$404,080,450$59,803,918$47,365,051$41,141,00235$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

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 11, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. 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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