Carilion Clinic Foundation
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
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
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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
No grants recorded for .
Who else does Carilion Clinic Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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