Our mission is to improve the health of the communities served by Carilion Clinic through fundraising, asset management, grants, projects, and related activities to support patient care, community needs, medical research, and capital needs.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$72.4M
+22.9% YoY
Annual Giving
$882K
+17.8% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$176K
-5.8% YoY
About Carilion Clinic Foundation
Based on IRS filings
Carilion Clinic Foundation is a nonprofit organization focused on Health, based in ROANOKE, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $72.4M in total assets. In 2024, it awarded 5 grants totaling $882K. Net investment income was $6.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $72,379,968 | $58,873,163 | $51,141,669 |
| Revenue | $13,111,687 | $7,219,421 | $9,171,220 |
| Expenses | $3,371,088 | $2,703,221 | $2,715,970 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $6,390,573 | $1,289,126 | $-414,458 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Carilion Medical Center ($458,222), Radford University ($380,810), Carilion Franklin Memorial Hospital ($23,148).
| Recipient | Purpose | Amount |
|---|---|---|
| Radford University Radford, VA | Scholarships | $380,810 |
| Carilion Medical Center Roanoke, VA | Hospice, Program Support | $458,222 |
| Carilion New River Valley Med Center Christiansburg, VA | Hospice, Program Support | $13,535 |
| Carilion Franklin Memorial Hospital Rocky Mount, VA | Hospice, Program Support | $23,148 |
| Carilion Clinic Patient Transportation Roanoke, VA | Program Support | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Robert Bennett | Director/Chair | 1 | — |
| Abney Boxley III | Director | 0.5 | — |
| Dawn Long | Director | 0.5 | — |
| Eddie Smith | Director | 0.5 | — |
| George Cartledge Jr | Director | 0.5 | — |
| J David Wine | Director | 0.5 | — |
| James Hall Jr | Director | 0.5 | — |
| James Hartley | Director | 0.5 | — |
| Kimberly Blair | Director | 0.5 | — |
| Nancy Howell Agee | Director/CEO, Carilion Clinic | 1 | — |
| Sandra Lovinguth PhD | Director | 0.5 | — |
| Stephen Musselwhite | Director | 0.5 | — |
| William Kingery Jr | Director | 0.5 | — |
| Donald Halliwill | Asst. Treasurer | 0.5 | — |
| G Robert Vaughan Jr | Treasurer | 0.5 | — |
| Julie Smith-Hamilton | Asst. Secretary | 0.5 | — |
| Nicholas Conte | Secretary | 2 | — |
| Ralph Alee | Vice President | 50 | $263,084 |
| Amy Bridge | Director Foundation Operations | 40 | $120,526 |
| Taylor Adkins | Director of Philanthropy | 50 | $140,209 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carilion Clinic Foundation?
Carilion Clinic Foundation is a nonprofit organization focused on Health, based in ROANOKE, VA. It holds $72.4M in total assets as of 2024.
How large is Carilion Clinic Foundation?
As of 2024, Carilion Clinic Foundation holds $72.4M in total assets with $13.1M in annual revenue. It awarded 5 grants totaling $882K in 2024.
Where does Carilion Clinic Foundation operate?
Carilion Clinic Foundation has awarded grants in Virginia.
What size grants does Carilion Clinic Foundation award?
In 2024, Carilion Clinic Foundation awarded 5 grants totaling $882K — an average of about $176K per grant, based on its IRS Form 990 filings.
What is Carilion Clinic Foundation's EIN?
Carilion Clinic Foundation's EIN (Employer Identification Number) is 54-1190773. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Carilion Clinic Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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