ATRIUM HEALTH FOUNDATION

CHARLOTTE, NC, 28232-2861 (704) 355-4048 Est. 1959 EIN 56-6060481

E12— Health Care Form 990 501(c)(3)

WWW.ATRIUMHEALTHFOUNDATION.ORG

Mission

IN SUPPORT OF ATRIUM HEALTH, WE:INSPIRE TRANSFORMATIONAL GIVING TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING - FOR ALL.

Giving Portfolio

Total Grants

143

Total Giving

$176.5M

Recipients

77

Years Active

2020 - 2024

Avg grant: $1,242,456 Median: $167,684

Yearly Trends

Year	Grants	Total Giving	Avg Grant	New	Repeat
2024	40	$42.5M	$1.1M	8	17
2023	34	$56.1M	$1.6M	6	12
2022	34	$36.8M	$1.1M	6	12
2020	35	$41.1M	$1.2M	16	0

Sectors Funded

Health Care

23

Diseases & Disorders

9

Education

9

Philanthropy & Grantmaking

8

Medical Research

4

Arts, Culture & Humanities

4

Youth Development

4

Human Services

3

and 1 more sectors

Top States

North Carolina

125

Pennsylvania

7

Florida

4

Maryland

3

Arizona

2

New York

1

California

1

Grantee Size Profile

$1M - $5M

32

Over $50M

15

$5M - $10M

7

$10M - $50M

6

$500K - $1M

5

Under $100K

1

Top Grantees

THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH

NC - 33 grants

$91.7M

ATRIUM HEALTH

NC - 37 grants

$75.9M

WAKE FOREST UNIVERSITY HEALTH SCIENCES

NC - 2 grants

$2.2M

THE PENNSYLVANIA STATE UNIVERSITY

PA

$1.9M

CARE RING INC

NC - 4 grants

$912K

CMS FOUNDATION

NC

$634K

BAYADA HOME HEALTH CARE INC

PA - 4 grants

$447K

24 FOUNDATION INC

NC - 4 grants

$406K

REGENTS OF THE UNIVERSITY OF MICHIGAN

PA - 2 grants

$340K

One Charlotte Health Alliance LLC

NC

$296K

and 15 more grantees

Grants Awarded · 68 grants

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Financials

Total Revenue

$150,109,810

Total Expenses

$51,614,932

Net Assets

$549,434,029

300 volunteers

From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve

10+ years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 126.2%

Expenses ↓ 20.0%

Revenue Sources

Contributions 42.1% Investment 58.0%

Expense Breakdown

Program 82.9% Management 3.4% Fundraising 13.7%

Officers & Trustees (26)

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Filing History (4 filings)

Year	Revenue	Expenses	Net Assets
2024 Form 990	$150,109,810 ↑	$51,614,932	$549,434,029
2023 Form 990	$66,370,378 ↓	$64,503,775	$500,937,876
2022 Form 990	$84,047,402 ↑	$45,016,290	$462,823,563
2020 Form 990	$59,803,918	$47,365,051	$396,318,771