Dogwood Health Trust is a private philanthropic foundation established in February 2019 following the $1.5 billion sale of Mission Health System to HCA Healthcare. Based in Asheville, North Carolina, it is one of the largest health conversion foundations in the United States. The organization employs 42 people and operates with a mission to improve the health and wellbeing of communities across Western North Carolina.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0B
+6.0% YoY
Annual Giving
$148.2M
+86.7% YoY
Grant Count
835
+45.5% YoY
Avg Grant Size
$177K
+28.4% YoY
Under IRS private-foundation payout rules, Dogwood Health Trust reported a distributable amount of $95.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
Dogwood Health Trust's sole purpose is to dramatically improve the health and wellbeing of all people and communities in the 18 counties and Qualla Boundary of Western North Carolina. The organization is committed to fostering an environment that recognizes and respects all people in the region, their values, and each community's unique qualities.
From 2025-2030, Dogwood's grantmaking strategy focuses on four core elements:
- Strengthening strategically aligned organizations through unrestricted support
- Investing in innovative ideas and collaborative efforts (especially post-Hurricane Helene recovery)
- Convening and collaboration efforts
The foundation emphasizes flexible, multi-year general operating support and has simplified its application processes to better support nonprofit partners.
Grantmaking
Applications are submitted through an online portal at https://bbgm-apply.yourcausegrants.com/apply/applications
Grant Range
** $15,000 - $700,000 (over 1-2 years)
How to Apply
**
Ready to take the next step with Dogwood Health Trust?
Geographic Focus
Where this funder awards grants
Dogwood Health Trust funds organizations and initiatives across 18 counties of Western North Carolina and the Qualla Boundary. The foundation also funds initiatives in select areas outside North Carolina, including Georgia, Illinois, Kentucky, Maryland, New York, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $2.02 billion (2024)
Annual Giving: $147 million distributed (2024)
Total Revenues: $238.7 million (2024)
Total Expenses: $180 million (2024)
Net Income: $58.7 million (2024)
Total Liabilities: $120 million (2024)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,009,884,772 | $1,896,083,073 | $1,721,270,672 |
| Revenue | $238,690,769 | $265,852,884 | $-284,500,868 |
| Expenses | $180,012,693 | $106,185,084 | $90,019,128 |
| Qualifying Distributions | $208,444,938 | $101,721,206 | $88,394,384 |
| Net Investment Income | $188,469,010 | $102,231,540 | $5,284,504 |
| Distributable Amount | $95,181,911 | $91,297,209 | $91,685,382 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
5 open opportunities from Dogwood Health Trust
Dogwood Health Trust: Collaboration & Innovation Grant
DOGWOOD HEALTH TRUST
Amount
US $50,000 - US $500,000
Deadline
Rolling / Open
Dogwood Health Trust: General Operating Support
DOGWOOD HEALTH TRUST
Amount
Varies
Deadline
Rolling / Open
Dogwood Health Trust: Investing in Community Supports for Older Adults Grant
DOGWOOD HEALTH TRUST
Amount
US $50,000 - US $150,000
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Appalachian Community Capital Development Foundation ($21,000,000), Amy Wellness Foundation ($1,000,000), Appalachian Mountain Community Health Centers ($737,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ACCESS DENTAL CARE ASHEBORO, NC | MOBILE DENTAL CARE FOR INDIVIDUALS WITH SPECIAL HEALTHCARE NEEDS IN WNC. | $300,000 |
| ADULTS WORKING AND ADVOCATING FOR KIDS' EMPOWERMENT INC SYLVA, NC | MATCHING FUNDS FOR CHILD ABUSE INTERVENTION IN JACKSON AND SWAIN COUNTIES. | $33,333 |
| AIDS LEADERSHIP FOOTHILLS-AREA ALLIANCE INC HICKORY, NC | GENERAL OPERATING SUPPORT FOR HARM REDUCTION IN BURKE COUNTY. | $200,000 |
| AIDS LEADERSHIP FOOTHILLS-AREA ALLIANCE INC HICKORY, NC | DISCRETIONARY STAFF CARE AND SUPPORT FOLLOWING HURRICANE HELENE. | $12,500 |
| ALL FLOURISH INC CLEVELAND, OH | FINANCIAL AND SOCIAL CAPITAL SUPPORT FOR UNDER-RESOURCED HIGH-ACHIEVING STUDENTS. | $125,000 |
| ALL SOULS COUNSELING CENTER ASHEVILLE, NC | COMMUNITY BEHAVIORAL HEALTH RESPONSE FOR HURRICANE HELENE RECOVERY. | $300,000 |
| AMY WELLNESS FOUNDATION SPRUCE PINE, NC | SCHOOL-BASED BEHAVIORAL HEALTH EXPANSION IN THREE WNC COUNTIES. | $200,000 |
| AMY WELLNESS FOUNDATION SPRUCE PINE, NC | FOOD SECURITY ASSISTANCE IN AVERY, MITCHELL, YANCEY COUNTY. | $37,500 |
| AMY WELLNESS FOUNDATION SPRUCE PINE, NC | DEVELOPMENT OF SINGLE-FAMILY HOUSING PROGRAM TO ADDRESS WORKFORCE HOUSING NEEDS IN THREE WNC COUNTIES. | $200,000 |
| AMY WELLNESS FOUNDATION SPRUCE PINE, NC | RECOVERY SUPPORT FUNDING FOCUSED IN AVERY, MITCHELL, AND YANCEY COUNTIES. | $1,000,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Susan R. Mims - CEO
- Rachel Ryan - General Counsel
- Gregory W. Byers - VP of Finance
- Rebecca Brothers - Vice President
- Jamie McMahan - Board Member
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN R MIMS | CEO | 50 | $581,220 |
| RACHEL RYAN | GENERAL COUNSEL | 50 | $336,877 |
| GREGORY W BYERS | VP OF FINANCE | 50 | $318,282 |
| MARK CONSTANTINE | SVP OF COMMUNITY INV. | 50 | $379,607 |
| JOHN FAV CECIL | CHAIR | 8 | — |
| JACKIE L GODLOCK | VICE CHAIR | 5 | — |
| VIVIAN A BOLANOS | TREASURER | 5 | — |
| CASEY M COOPER | SECRETARY | 5 | — |
| JANICE W BRUMIT | DIRECTOR | 3 | — |
| CAROL BURTON | DIRECTOR | 3 | — |
| DAWNA D GOODE-LEDBETTER | DIRECTOR | 3 | — |
| RICHARD R HOUCK | DIRECTOR | 3 | — |
| FRED H JONES | DIRECTOR | 3 | — |
| SAMUEL D LUPAS | DIRECTOR | 3 | — |
| JOSE A MCLOUGLIN | DIRECTOR | 3 | — |
| JAMIE L MCMAHAN | DIRECTOR | 3 | — |
| GEORGE D RENFRO | DIRECTOR | 3 | — |
| JACQUELYN Y SIMMS | DIRECTOR | 3 | — |
| DONNA A TIPTON-ROGERS | DIRECTOR | 3 | — |
| MARTHA C TYNER | DIRECTOR | 3 | — |
Recent News & Activity
Recent developments and announcements
Dogwood Health Trust launched a $10.5 million collaboration with Primary Care Development Corporation to strengthen federally qualified health centers in Western North Carolina, addressing financial resilience challenges in the region.
Dogwood Health Trust and Primary Care Development Corporation ...The foundation has provided more than $15 million in grants to 47 Western North Carolina providers to strengthen out-of-school time programs.
Dogwood Health Trust Provides More Than $15 Million in Grants to 47 WesternDogwood Health Trust announced funding for opioid-related collaborative planning grants, supporting community efforts to address substance use challenges.
Dogwood Health Trust and Primary Care Development Corporation ...The Children & Family Resource Center received a Dogwood Health Trust grant to strengthen countywide early childhood collaboration efforts.
Dogwood Health Trust and Primary Care Development Corporation ...Contact Information
Address: 890 Hendersonville Rd, Suite 300, Asheville, NC 28803
Phone: (828) 771-6710
Fax: (828) 771-6709
Email: [email protected]
Website: https://dogwoodhealthtrust.org
EIN: 83-0590696
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Dogwood Health Trust fund?
Dogwood Health Trust's sole purpose is to dramatically improve the health and wellbeing of all people and communities in the 18 counties and Qualla Boundary of Western North Carolina. The organization is committed to fostering an environment that recognizes and respects all people in the region, their values, and each community's unique qualities. From 2025-2030, Dogwood's grantmaking strategy focuses on four core elements: • Strengthening strategically aligned organizations through unrestricte…
How do I apply for a grant from Dogwood Health Trust?
**Grant Range:** $15,000 - $700,000 (over 1-2 years) **Decision Timeline:** 3-4 months from initial application to award announcement **Success Rate:** 53% (ION grants program) **2024 Activity:** • Approved $151 million in 632 new grant commitments • Distributed $147 million through 547 grants **Application Process:** Applications are submitted through an online portal at https://bbgm-apply.yourcausegrants.com/apply/applications **Recent Grant Examples:** • Impact Health: $4,608,808 for Healthy…
Where does Dogwood Health Trust make grants?
Dogwood Health Trust funds organizations and initiatives across 18 counties of Western North Carolina and the Qualla Boundary. The foundation also funds initiatives in select areas outside North Carolina, including Georgia, Illinois, Kentucky, Maryland, New York, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia.
What size grants does Dogwood Health Trust award?
In 2024, Dogwood Health Trust awarded 835 grants totaling $148.2M — an average of about $177K per grant, based on its IRS Form 990 filings.
How much is Dogwood Health Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dogwood Health Trust reported a distributable amount of $95.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dogwood Health Trust's EIN?
Dogwood Health Trust's EIN (Employer Identification Number) is 83-0590696. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dogwood Health Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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