2025-11-13T16:55:46-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 1415 VANTAGE PARK DRIVE SUITE 500 CHARLOTTE NC 28203 990 2024-01-01 566060481 ATRIUM HEALTH FOUNDATION ATRI 7043554048 PO BOX 32861 CHARLOTTE NC 282322861 ELECTA E MCPHERSON SVP OPERATIONS & CFO 7043554048 2025-11-13 1 0 MICHELE MELCHIOR P00488037 7046323500 2024 2025-03-06 01:10:19Z ARMANDO L CHARDIET PO BOX 32861 CHARLOTTE NC 28232 471360253 0 X WWW.ATRIUMHEALTHFOUNDATION.ORG X 1959 NC SUPPORT FOR ATRIUM HEALTH (AH) PROGRAMS & FACILITIES IN THE GREATER CHARLOTTE REGION 16 16 0 300 0 0 57354155 63262530 0 0 8860741 87055486 155482 -208206 66370378 150109810 56097082 42791804 0 0 0 0 0 0 7075990 8406693 8823128 64503775 51614932 1866603 98494878 508029201 556746640 7091325 7312611 500937876 549434029 X IN SUPPORT OF ATRIUM HEALTH, WE:INSPIRE TRANSFORMATIONAL GIVING TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING - FOR ALL. 0 0 10000000 10000000 SUPPORT FOR MEDICAL EDUCATION PROGRAMS: PROVIDED OPERATIONAL FUNDING FOR A VARIETY OF MEDICAL EDUCATION PROGRAMS CONDUCTED BY AH HOSPITALS TO BROADEN MEDICAL KNOWLEDGE, TRAINED HUNDREDS OF NEW MEDICAL PROFESSIONALS, AND ENHANCED MEDICAL CARE FOR THOUSANDS OF PATIENTS IN THE CAROLINAS. 10561479 10561479 SUPPORT FOR COMMUNITY HEALTH EDUCATION & AWARENESS PROGRAMS 7234938 7234938 SUPPORT FOR CHILDREN'S PROGRAMS & SERVICES: PROVIDED SIGNIFICANT SUPPORT FOR MEDICAL EQUIPMENT & PROGRAMMING IN NEWBORN & PEDIATRIC UNITS THROUGHOUT AH HOSPITALS. 1811298 1811298 SUPPORT FOR MEDICAL, NURSING & ALLIED HEALTH EDUCATION: PROVIDED OPERATING & STUDENT SCHOLARSHIP SUPPORT FOR AH'S NURSING & ALLIED HEALTH EDUCATIONAL PROGRAMS THAT GRADUATE HUNDREDS OF PROFESSIONALS ANNUALLY TO SERVE AREA HOSPITALS AND OTHER HEALTHCARE FACILITIES. 670674 670674 SUPPORT FOR PHYSICAL MEDICINE AND REHABILITATION: FUNDING FOR NEW INFASTRUCTURE, PROGRAMS, EDUCATION, ADVANCED TECHNOLOGY AND EQUIPMENT FOR THE REHABILITATION OF DISABLED PATIENTS 928733 928733 SUPPORT FOR MUSCULAR DYSTROPHY RESEARCH PROGRAMS 321012 321012 SUPPORT FOR CAROLINAS NEUROMUSCULAR/ALS CENTER 378691 378691 SUPPORT FOR EMERGENCY MEDICINE & TRAUMA PROGRAMS 682296 682296 SUPPORT FOR AH GENERAL AND MINIMALLY INVASIVE SURGERY PROGRAMS 2751840 2751840 SUPPORT FOR SANGER HEART & VASCULAR INSTITUTE FACILITIES & RELATED PROGRAMS 308158 308158 SUPPORT FOR AH ORTHOPAEDIC RESEARCH 369584 369584 SUPPORT FOR AH NEUROSCIENCE RESEARCH/EDUCATION 131615 131615 SUPPORT FOR CMC-MERCY FACILITIES AND PROGRAMS 792575 792575 SUPPORT FOR AH BEHAVIORAL HEALTH PROGRAMS & EDUCATION 614984 614984 SUPPORT FOR AH LONG-TERM CARE & HOSPICE PROGRAMS 5227927 5227927 SUPPORT FOR CANCER PROGRAMS & RESEARCH: PROVIDE SUBSTANTIAL OPERATIONAL FUNDING FOR A VARIETY OF CANCER PROGRAMS AND RESEARCH INITIATIVES CONDUCTED BY AH HOSPITALS. 6000 6000 SUPPORT FOR REGIONAL HOSPITALS AND PROGRAMS 14995387 14995387 42791804 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 12 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 X 16 16 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN VA WI WV X ELECTA MCPHERSON 7043554048 7800 PROVIDENCE ROAD SUITE 208 CHARLOTTE NC 28226 MANDY S HOUSER CHAIR 1.00 X X 0 0 0 LUTHER A LOCKWOOD II VICE CHAIR 1.00 X X 0 0 0 DAVID SECREST SECRETARY/DIRECTOR 1.00 X X 0 0 0 TODD COLLINS DIRECTOR 1.00 X 0 0 0 HOWARD BISSELL III DIRECTOR 1.00 X 0 0 0 HUGH CUMMINS III DIRECTOR 1.00 X 0 0 0 MAY BEVERLY HEMBY DIRECTOR 1.00 X 0 0 0 GREG JOHNSON DIRECTOR 1.00 X 0 0 0 GREGORY OLSEN DIRECTOR 1.00 X 0 0 0 MANUEL REY DIRECTOR 1.00 X 0 0 0 MIKE RUCKER DIRECTOR 1.00 X 0 0 0 MICHAEL SALVINO DIRECTOR 1.00 X 0 0 0 BEVERLY LADLEY DIRECTOR 1.00 X 0 0 0 DOUG LEBDA DIRECTOR 1.00 X 0 0 0 NICOLE TEPPER DIRECTOR 1.00 X 0 0 0 DAVID SHEFFER DIRECTOR 1.00 X 0 0 0 GRACE NYSTRUM DIRECTOR 1.00 X 0 0 0 ARMANDO L CHARDIET PRESIDENT 50.00 X 0 1475348 135166 ELECTA E MCPHERSON SVP OPERATIONS & CFO 50.00 X 0 416376 67784 KIRSTIN E ASHFORD VP, CHIEF OF STAFF 50.00 X 0 254670 41652 MARK L GRIFFITH VP, DEVELOPMENT 50.00 X 0 247219 44456 RYAN MARSHALL AVP, DEVELOPMENT 40.00 X 0 158527 27354 RACHEL ELLIS AVP, CORP & FDN RELATIONS/GRANTS 40.00 X 0 178522 13486 KELLIE MCGREGOR AVP, MAJOR GIFTS 40.00 X 0 157215 21668 KATHERINE SCHMITT AVP, FINANCE 40.00 X 0 177802 23280 KATHLEEN LEFEVER AVP, STRAT RELATIONS & COM 40.00 X 0 159822 21349 0 3225501 396195 0 0 1 0 TCG EVENTS INC PO BOX 32751 CHARLOTTE NC 28232 EVENT PLANNING 1121403 BARRY BAKER DESIGN 1041 CHARTER PLACE CHARLOTTE NC 282115658 COMMERCIAL ART & GRAPHIC DESIGN 177118 1 2452020 8044861 52765649 418403 63262530 3242716 3242716 1583927 485480 1098447 1098447 1098447 402769172 318956402 83812770 83812770 83812770 501908 2452020 1808561 -1306653 -1306653 150109810 0 0 86847280 X 42790504 42790504 1300 1300 15575 15575 502671 502671 6965022 1051662 5913360 463704 2619 461085 260514 44410 216104 91603 787 90816 82859 13680 69179 46809 597 46212 9067 257 8810 110895 110895 ORG. DUES & MEMBERSHIPS 261409 261409 BOOKS & SUBSCRIPTIONS 13000 3985 9015 51614932 42791804 1747138 7075990 1 5995303 9617487 95728041 86365215 477005 508080 13509173 6461758 3740842 7047415 379585277 447291236 16204926 5509021 5509021 788786 408185 508029201 556746640 3932029 4075746 902936 860545 2256360 2376320 7091325 7312611 X 12380434 16777885 488557442 532656144 500937876 549434029 508029201 556746640 X 98494878 -46763725 -3235000 X 0 1 X 1 0 X 38517447 84202490 64521512 57354155 63262530 307858134 38517447 84202490 64521512 57354155 63262530 307858134 91154831 216703303 4302576 5805521 6887893 9874210 4826643 31696843 24854 87484 112338 339667315 2555014 0.63800 0.63300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87840545 8689153 7819783 1428162 102921321 68252931 12546909 8197528 1156823 87840545 69447236 9110644 -9310518 994431 68252931 56941708 5550417 7953132 998021 69447236 48039776 2819330 6878870 796268 56941708 1.00000 1 0 6492592 6492592 6260965 6149965 111000 304821 294734 10087 450795 17059 433736 7047415 REVOCABLE FUNDS MANAGED FOR OTHERS 2376320 2376320 X PART V, LINE 4: ANNUAL INCOME FROM THE FOUNDATION'S ENDOWED FUNDS BENEFITS A GREAT VARIETY OF PROGRAMS AND FACILITIES AT ATRIUM HEALTH IN THE GREATER CHARLOTTE REGION, CONSISTENT WITH THE WISHES AND DESIGNATIONS OF THE DONORS WHO CREATED THE VARIOUS ENDOWMENTS. PART X, LINE 2: THE ENTERPRISE AND ITS SUBSIDIARIES HAVE EVALUATED UNCERTAIN TAX POSITIONS FOR THE FISCAL YEAR ENDED DECEMBER 31, 2024, INCLUDING A QUANTIFICATION OF TAX RISKS IN AREAS SUCH AS UNRELATED BUSINESS INCOME AND TAXATION OF ITS FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ENTERPRISE'S COMBINED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2024. PART X, LINE 2: THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS, OF WHICH ATRIUM HEALTH FOUNDATION IS A SUBSIDIARY, IS AS FOLLOWS: ATRIUM HEALTH INC., ATRIUM HEALTH NAVICENT, ATRIUM HEALTH FLOYD, NCBF, WFUHS, AND VARIOUS AFFILIATES ARE TAX EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501C(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. AS A NORTH CAROLINA HOSPITAL AUTHORITY, ATRIUM HEALTH CMHA IS ALSO EXEMPT FROM STATE AND FEDERAL TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE COMBINED FINANCIAL STATEMENTS. IF APPLICABLE, UNRELATED BUSINESS INCOME IS REPORTED BY ALL MEMBER AND SUBSIDIARY ORGANIZATIONS ON IRS FORM 990T. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2020 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. CAYMAN ISLANDS INVESTMENTS 13398335 0 0 0 0 0 0 13398335 0 13398335 1 0 1 1 1 0 LEVINE CHILDREN'S GALA 2208118 1899144 308974 112366 163175 241387 1013047 HOSPICE GOLF TOURNAMENT 146056 120276 25780 12244 1875 24264 13658 10 599754 432600 167154 6132 23877 18892 1850 175794 2953928 2452020 501908 18376 138118 206331 243237 1202499 1808561 -1306653 1 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 376189 0 BEHAVIORAL HEALTH PROGRAMS & PSYCHIATRY RESIDENCY EDUCATION THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 4853543 0 CANCER PROGRAMS & RESEARCH THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 316012 0 CAROLINAS NEUROMUSCULAR/ALS CENTER THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 670674 0 CAROLINAS REHABILITATION OUTREACH PROGRAMS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 6466826 0 CHILDREN'S & NEWBORN PROGRAMS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 131615 0 CMC - MERCY FACILITIES & PROGRAMS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 9466983 0 COMMUNITY HEALTH EDUCATION & AWARENESS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 345536 0 EMERGENCY MEDICINE & TRAUMA PROGRAMS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 646335 0 GENERAL & MINIMALLY INVASIVE SURGERY PROGRAMS & RESEARCH THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 614984 0 LONG-TERM CARE & HOSPICE THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 10000000 0 MEDICAL EDUCATION PROGRAMS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 896496 0 MEDICAL,NURSING & ALLIED HEALTH EDUCATION PROGRAMS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 928733 0 MUSCULAR DYSTROPHY RESEARCH PROGRAMS THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 369584 0 NEURO PROGRAMS, RESEARCH & EDUCATION THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 308158 0 ORTHOPAEDIC RESEARCH & EDUCATION THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH PO BOX 32861 CHARLOTTE NC 28232 560529945 115(2) 2328552 0 SANGER HEART & VASCULAR INSTITUTE CMS FOUNDATION 4421 STUART ANDREW BOULEVARD CHARLOTTE NC 28217 200258541 501(C)(3) 633600 0 SUPPORT FOR COMMUNITY AND OUTREACH PROGRAMS 24 FOUNDATION 201 N MCDOWELL ST SUITE 31007 CHARLOTTE NC 28202 203768277 501(C)(3) 102500 0 SUPPORT FOR CANCER-RELATED FUNDRAISING ACTIVITIES SWIM ACROSS AMERICA INC 11600 N COMMUNITY HOUSE ROAD SUITE 100 CHARLOTTE NC 28277 223248256 501(C)(3) 25000 0 SUPPORT FOR CANCER-RELATED RESEARCH, PROGRAMS & SERVICES CARE RING INC 1514 N GRAHAM ST CHARLOTTE NC 28206 560621073 501(C)(3) 222897 0 SUPPORT FOR COMMUNITY OUTREACH PROGRAMS MAXIM HEALTHCARE SERVICES 7227 LEE DEFOREST DR COLUMBIA MD 21046 521590951 N/A 138838 0 SUPPORT FOR COMMUNITY OUTREACH PROGRAMS PUT ON THE BRAKES INC 7148 WEDDINGTON ROAD NW STE 150 CONCORD NC 28027 262176362 501(C)(3) 10000 0 SUPPORT FOR COMMUNITY OUTREACH PROGRAMS BAYADA HOME HEALTH CARE PO BOX 536446 PITTSBURGH PA 15253 231943113 501(C)(3) 254658 0 SUPPORT FOR COMMUNITY OUTREACH PROGRAMS EMBRACE ALL LATINO VOICES 3719 LATROBE DRIVE OFFICE 830 CHARLOTTE NC 28211 384281347 501(C)(3) 10000 0 SUPPORT FOR COMMUNITY PROGRAMS CYSTIC FIBROSIS FOUNDATION 4600 PARK RD SUITE 100 CHARLOTTE NC 28209 131930701 501(C)(3) 14000 0 SUPPORT FOR CYSTIC FIBROSIS FUNDRAISING ACTIVITIES WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER MEDICAL CENTER BLVD WINSTONSALEM NC 27157 510190238 501(C)(3) 124500 0 SUPPORT FOR MEDICAL RELATED PROGRAMS AND EQUIPMENT WAKE FOREST UNIVERSITY HEALTH SCIENCES MEDICAL CENTER BLVD WINSTONSALEM NC 27157 223849199 501(C)(3) 1918981 0 SUPPORT FOR MEDICAL RELATED RESEARCH CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVE CHARLOTTE NC 28215 364522499 501(C)(3) 12500 0 SUPPORT FOR COMMUNITY PROGRAMS ISABELLA SANTOS FOUNDATION 9935-D REA ROAD UNIT 275 CHARLOTTE NC 28277 261332748 501(C)(3) 10000 0 SUPPORT FOR PEDIATRIC CANCER-RELATED FUNDRAISING ACTIVITIES MARTIN TRUEX JR FOUNDATION 156 CAYUGA DR MOORESVILLE NC 28117 260654126 501(C)(3) 12000 0 SUPPORT FOR PEDIATRIC CANCER-RELATED FUNDRAISING ACTIVITIES WORLD AFFAIRS COUNCIL OF CHARLOTTE 9201 UNIVERSITY CITY BLVD CHHS 227 CHARLOTTE NC 28223 581606811 501(C)(3) 6000 0 SUPPORT FOR EDUCATION RELATED PROGRAMS HENDRICK FAMILY FOUNDATION 4400 PAPA JOE HENDRICK BLVD CHARLOTTE NC 28262 364837270 501(C)(3) 14500 0 SUPPORT FOR PEDIATRIC HEALTH FUNDRAISING PROGRAMS RECEPTIONS FOR RESEARCH THE GREG OLSEN FOUNDATION 200 EAST LAS OLAS BLVD STE 1550 FORT LAUDERDALE FL 33301 270843891 501(C)(3) 21000 0 SUPPORT FOR PEDIATRIC HEART FUNDRAISING PROGRAMS HEINEMAN MEDICAL OUTREACH PO BOX 35457 CHARLOTTE NC 28235 566023076 501(C)(3) 168000 0 SUPPORT FOR MEDICAL OUTREACH PROGRAMS MECKED 330 CAMP ROAD B-74 CHARLOTTE NC 28206 561752043 501(C)(3) 20000 0 SUPPORT FOR MEDICAL OUTREACH PROGRAMS HOSPITALITY HOUSE OF CHARLOTTE 1400 SCOTT AVE CHARLOTTE NC 28203 561523878 501(C)(3) 10000 0 SUPPORT FOR COMMUNITY OUTREACH PROGRAMS FOR THE STRUGGLE 1420 BEATTIES FORD ROAD CHARLOTTE NC 28216 834652690 501(C)(3) 10000 0 SUPPORT FOR COMMUNITY OUTREACH PROGRAMS MINT MUSEUM 500 SOUTH TRYON STREET CHARLOTTE NC 28202 560670666 501(C)(3) 10000 0 SUPPORT FOR COMMUNITY PROGRAMS BEADS OF COURAGE 3301 N 1ST AVE TUCSON AZ 85719 202721500 501(C)(3) 9000 0 SUPPORT FOR PEDIATRIC PROGRAMS GREATER ENRICHMENT PO BOX 16188 CHARLOTTE NC 28297 561139792 501(C)(3) 5049 0 SUPPORT FOR COMMUNITY OUTREACH PROGRAMS 24 1 PART I, LINE 2: ALL GRANT DISBURSEMENTS MADE BY THE FOUNDATION MUST BE ACCOMPANIED BY A WRITTEN GRANT REQUEST FROM THE GRANTEE WHICH IS APPROVED FOR PAYMENT BY THE FOUNDATION'S SENIOR EXECUTIVE STAFF. THE GRANT REQUESTS CONTAIN A DESCRIPTION OF THE INTENDED PURPOSE FOR THE GRANT AND THE INTENDED GRANT RECIPIENT. THESE GRANT REQUESTS ARE REVIEWED PRIOR TO APPROVAL BY THE SENIOR VICE PRESIDENT TO ENSURE THAT SUPPORTED ACTIVITIES AND GRANT RECIPIENTS ARE CONSISTENT WITH THE FOUNDATION'S CHARITABLE PURPOSE AS STATED IN ITS ARTICLES OF INCORPORATION AND IN ITS FEDERAL TAX-EXEMPTION APPLICATION. ALL SUBSTANTIAL GRANTS FUNDED BY THE FOUNDATION ARE PERIODICALLY REVIEWED WITH THE GRANT RECIPIENTS EITHER VERBALLY OR IN WRITING TO ENSURE THAT GRANT FUNDS HAVE BEEN EXPENDED IN A MANNER THAT IS CONSISTENT WITH THE ORIGINAL APPROVED GRANT REQUEST. IN ADDITION TO THE ABOVE PROCEDURES AND CONTROLS, IT IS IMPORTANT TO NOTE THAT A SUBSTANTIAL MAJORITY OF THE FOUNDATION'S GRANTS ARE MADE TO THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY DBA ATRIUM HEALTH, A TAX-EXEMPT POLITICAL SUBDIVISION OF THE STATE OF NORTH CAROLINA. 0 1 0 0 0 0 0 0 0 ARMANDO L CHARDIET PRESIDENT 0 830408 0 498987 0 145953 0 96354 0 38812 0 1610514 0 52960 ELECTA E MCPHERSON SVP OPERATIONS & CFO 0 299128 0 114427 0 2821 0 29668 0 38116 0 484160 0 0 KIRSTIN E ASHFORD VP, CHIEF OF STAFF 0 194070 0 58545 0 2055 0 20823 0 20829 0 296322 0 0 MARK L GRIFFITH VP, DEVELOPMENT 0 193093 0 53505 0 621 0 17523 0 26933 0 291675 0 0 KATHERINE SCHMITT AVP, FINANCE 0 142874 0 31663 0 3265 0 11896 0 11384 0 201082 0 0 RACHEL ELLIS AVP, CORP & FDN RELATIONS/GRANTS 0 142356 0 35892 0 274 0 11933 0 1553 0 192008 0 0 RYAN MARSHALL AVP, DEVELOPMENT 0 122692 0 35593 0 242 0 11439 0 15915 0 185881 0 0 KATHLEEN LEFEVER AVP, STRAT RELATIONS & COM 0 122556 0 22439 0 14827 0 12051 0 9298 0 181171 0 0 KELLIE MCGREGOR AVP, MAJOR GIFTS 0 122150 0 34530 0 535 0 11891 0 9777 0 178883 0 0 PART I, LINE 3 A RELATED ORGANIZATION (ADVOCATE HEALTH) EMPLOYS A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE FOUNDATION PRESIDENT, SENIOR VICE PRESIDENTS, AND VICE PRESIDENT. PART I, LINE 4B ARMANDO CHARDIET PARTICIPATED IN A NONQUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO THE COMPENSATION POLICIES OF A RELATED ORGANIZATION (ATRIUM HEALTH). IN 2024, A DEFERRED CONTRIBUTION IN THE AMOUNT OF $72,204 WAS MADE ON BEHALF OF ARMANDO CHARDIET. ADDITIONALLY, ARMANDO CHARDIET RECEIVED A TAXABLE DISTRIBUTION IN THE AMOUNT OF $52,960 THAT WAS DEFERRED ON A PREVIOUSLY FILED FORM 990. X 16 169389 AVERAGE FMV X DONATED AUCTION ITEMS 288 249014 FMV 0 1 1 PART I, LINE 32B: PUBLICLY TRADED SECURITIES CONTRIBUTIONS ARE SOLD IMMEDIATELY UPON RECEIPT THROUGH THE FOUNDATION'S BROKERAGE ACCOUNT AT WELLS FARGO ADVISORS. SCHEDULE M, PART I, COLUMN (B): REPORTING THE NUMBERS OF CONTRIBUTIONS ON SCHEDULE M, PART I, COLUMN (B). 990 PART V, LINE 15 THE ORGANIZATION IS SUBJECT TO SECTION 4960 AND HAS RESPONDED "YES" TO PART V, LINE 15. HOWEVER, THE FORM 4720 WILL BE FILED BY A RELATED ORGANIZATION WHO IS THE EMPLOYER OF RECORD, THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (EIN: 56-0529945). FORM 990, PART VI, SECTION A, LINE 7A NEW MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS ARE NOMINATED BY THE EXISTING BOARD AND THEN, IF APPROVED, ARE ELECTED BY THE BOARD OF COMMISSIONERS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH). FORM 990, PART VI, SECTION A, LINE 7B NEW MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS ARE NOMINATED BY THE EXISTING BOARD AND THEN, IF APPROVED, ARE ELECTED BY THE BOARD OF COMMISSIONERS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH). THE FOUNDATION'S BYLAWS PROVIDE THE FOLLOWING RESERVED POWERS AND SPECIFIC RIGHTS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY: IN ADDITION TO ANY OTHER POWERS AND RIGHTS RESERVED TO THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY BY THE CORPORATION'S ARTICLES OF INCORPORATION, BY THESE BYLAWS OR BY LAW, THE FOLLOWING FUNDAMENTAL ACTIONS OF THE CORPORATION REQUIRE THE ACTION, CONSENT OR PRIOR WRITTEN APPROVAL OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY: (A) AMENDMENT OR REPEAL OF THE CORPORATION'S BYLAWS OR ARTICLES OF INCORPORATION; (B) TRANSFER OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; AND (C) MERGER OR DISSOLUTION OF THE CORPORATION. THE RESERVED POWERS AND SPECIFIC RIGHTS OF THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY SHALL BE TAKEN BY THE AUTHORITY CEO OR BY SUCH OTHER PERSONS AS MAY FROM TIME TO TIME BE DULY AUTHORIZED BY THE AUTHORITY CEO TO TAKE SUCH ACTIONS. ACTION BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY MAY BE TAKEN IN ANY LAWFUL MANNER AND SHALL BE COMMUNICATED TO THE CORPORATION BY ANY USUAL MEANS OF COMMUNICATION, INCLUDING BUT NOT LIMITED TO ELECTRONIC MEANS OF COMMUNICATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FOUNDATION'S ASSISTANT VP OF FINANCE WITH THE ASSISTANCE AND REVIEW BY THE SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND THEN PRIOR TO DISTRIBUTION TO THE BOARD IS REVIEWED IN DETAIL BY AN INDEPENDENT CPA FIRM. A COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION CIRCULATES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL BOARD MEMBERS ANNUALLY. RESPONSES ARE FULLY REVIEWED BY FOUNDATION OFFICERS AND ANY POTENTIAL CONFLICTS IDENTIFIED ARE REVIEWED WITH THE BOARD CHAIR FOR APPROPRIATE ACTION. FOUNDATION EXECUTIVE STAFF OFFICERS, WHO ARE EMPLOYEES OF ATRIUM HEALTH, COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS REVIEWED AND ACTED UPON AS NECESSARY BY THE AH CORPORATE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE FOUNDATION'S STAFF OFFICERS, WHO ARE EMPLOYEES OF ATRIUM HEALTH (AH), IS DETERMINED ANNUALLY FOLLOWING REVIEW OF THEIR PERFORMANCE AND REVIEW OF COMPENSATION FOR COMPARABLE POSITIONS BASED ON AN INDEPENDENT SURVEY. SALARIES AND INCENTIVE COMPENSATION ARE RECOMMENDED BY SENIOR OFFICERS OF ATRIUM HEALTH AND THEN REVIEWED AND APPROVED BY THE AH COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE AH BOARD OF COMMISSIONERS. COMMITTEE ACTIONS ARE RECORDED BY MEANS OF CONTEMPORANEOUS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MAINTAINED IN THE FOUNDATION'S OFFICES AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,577. TOTAL EXPENSES 9,577. SALARIES AND BENEFITS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,051,662. FUNDRAISING EXPENSES 5,903,783. TOTAL EXPENSES 6,955,445. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -3,235,000. 1025 KINGS DRIVE TENANT LLC PO BOX 32861 CHARLOTTE NC 282322861 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 PINEVILLE LTACHREHAB HOSPITAL LLC PO BOX 32861 CHARLOTTE NC 282322861 371663995 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 RM1 PROPERTIES LLC PO BOX 32861 CHARLOTTE NC 282322861 853038041 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ROCKY ROAD 1 LLC PO BOX 32861 CHARLOTTE NC 282322861 861257491 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 RR ASSEMBLAGE LLC PO BOX 32861 CHARLOTTE NC 282322861 853897459 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 SUNRISE PROPERTIES LLC PO BOX 32861 CHARLOTTE NC 282322861 372043234 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY PO BOX 32861 CHARLOTTE NC 28232 560529945 GOVERNMENTAL HEALTH CARE NC 115(2) N/A 0 THE PEARL INNOVATION DISTRICT MANAGEMENT CO PO BOX 32861 CHARLOTTE NC 282322861 882000136 HEALTHCARE DEVELOPMENT NC 501(C)(3) THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 UNION HEALTH SERVICES LLC PO BOX 32861 CHARLOTTE NC 282322861 300597871 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 UNION MEDICAL OFFICE BUILDING LLC PO BOX 32861 CHARLOTTE NC 282322861 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 UNION MEDICAL SERVICES LLC PO BOX 32861 CHARLOTTE NC 282322861 203013475 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 WEST STANLY IMAGING LLC PO BOX 32861 CHARLOTTE NC 282322861 262414332 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 MERCY EQUIPMENT CORPORATION PO BOX 32861 CHARLOTTE NC 282322861 561660616 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH NORTH MARKET NETWORK LLC PO BOX 32861 CHARLOTTE NC 282322861 850629801 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS HOSPITAL NETWORK LLC PO BOX 32861 CHARLOTTE NC 282322861 561899344 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS PALLIATIVE CARE AND HOSPICE NETWORK INC PO BOX 32861 CHARLOTTE NC 282322861 800683210 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS UNION HEALTHCARE INC PO BOX 32861 CHARLOTTE NC 282322861 561944807 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CHS ANESTHESIA SERVICES GROUP INC PO BOX 32861 CHARLOTTE NC 282322861 471511123 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 COLLABORATIVE PHYSICIAN ALLIANCE LLC PO BOX 32861 CHARLOTTE NC 282322861 811553630 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 HOSPICE OF CABARRUS COUNTY INC PO BOX 32861 CHARLOTTE NC 282322861 581584842 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 MANAGED HEALTH RESOURCES INC PO BOX 32861 CHARLOTTE NC 282322861 560529945 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ROCKY CANYON PROPERTIES LLC PO BOX 32861 CHARLOTTE NC 282322861 561660616 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ADVOCATE HEALTH INC 1000 BLYTHE BOULEVARD CHARLOTTE NC 28203 884157429 HEALTHCARE NC 501(C)(3) ATRIUM HEALTH INC 0 ATRIUM HEALTH HOSPITALS INC PO BOX 32861 CHARLOTTE NC 282322861 334038167 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS HEALTHCARE SYSTEM ACO LLC PO BOX 32861 CHARLOTTE NC 282322861 821609782 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH CHILDREN'S SPECIALTY NETWORK INC PO BOX 32861 CHARLOTTE NC 282322861 995133258 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 LOOKOUT NC PROPERTIES LLC PO BOX 32861 CHARLOTTE NC 282322861 852992379 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 IRCAD NORTH AMERICA INC PO BOX 32861 CHARLOTTE NC 282322861 932040912 HEALTHCARE DEVELOPMENT NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 1057 EAST LLC PO BOX 32861 CHARLOTTE NC 282322861 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 1717 GARDEN TERRACE LLC PO BOX 32861 CHARLOTTE NC 282322861 260897680 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 3021 NESBITT LLC PO BOX 32861 CHARLOTTE NC 282322861 853018530 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ABBOT RIDGE LLC PO BOX 32861 CHARLOTTE NC 282322861 861766226 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ABC PARKWAY LLC PO BOX 32861 CHARLOTTE NC 282322861 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 AH GEORGIA INC PO BOX 32861 CHARLOTTE NC 28232 831707383 HEALTHCARE MANAGEMENT NC 501(C)(3) LINE 10 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 AHSNF INC PO BOX 32861 CHARLOTTE NC 282322861 842727303 HEALTHCARE NC 501(C)(3) LINE 3 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH EMPLOYEE ASSISTANCE INC PO BOX 32861 CHARLOTTE NC 28232 850548753 EMERGENCY ASSISTANCE NC 501(C)(3) LINE 7 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH HUNTERSVILLE ASC LLC PO BOX 32861 CHARLOTTE NC 282322861 863426328 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH INC PO BOX 32861 CHARLOTTE NC 28232 843647453 HEALTHCARE MANAGEMENT NC 501(C)(3) LINE 10 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 AV INSURANCE LLC PO BOX 32861 CHARLOTTE NC 282322861 205608253 INSURANCE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 LB ACQUISITIONS LLC PO BOX 32861 CHARLOTTE NC 282322861 301251297 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS AMBULATORY SURGERY INC PO BOX 32861 CHARLOTTE NC 282322861 812714217 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS HEALTH NETWORK INC PO BOX 32861 CHARLOTTE NC 282322861 561899343 HEALTHCARE MANAGEMENT NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS HEALTHCARE INFORMATION EXCHANGE LLC PO BOX 32861 CHARLOTTE NC 282322861 352437316 HEALTHCARE MANAGEMENT NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS MEDICAL CENTER AT HOME LLC PO BOX 32861 CHARLOTTE NC 282322861 261451047 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS SHARED SERVICES LLC PO BOX 32861 CHARLOTTE NC 282322861 341988710 HEALTHCARE MANAGEMENT NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CHS FUND STRATEGIES MANAGEMENT LLC PO BOX 32861 CHARLOTTE NC 282322861 810849277 INVESTMENT MANAGEMENT NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CHS PHARMACY SERVICES INC PO BOX 32861 CHARLOTTE NC 282322861 473367492 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CLEVELAND AMBULATORY SERVICES LLC PO BOX 32861 CHARLOTTE NC 282322861 561909421 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 DRE1 LLC PO BOX 32861 CHARLOTTE NC 282322861 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 EAST BOULEVARD 1601 LLC PO BOX 32861 CHARLOTTE NC 282322861 261098896 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 EAST BOULEVARD 1615 LLC PO BOX 32861 CHARLOTTE NC 282322861 260892881 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 GATEWAY HOLDINGS - INDEPENDENCE LLC PO BOX 32861 CHARLOTTE NC 282322861 REAL ESTATE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS COLLEGE OF HEALTH SCIENCES PO BOX 32861 CHARLOTTE NC 282322861 EDUCATION NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH DENVER ASC LLC PO BOX 32861 CHARLOTTE NC 282322861 333325383 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH FORT MILL EMS INC PO BOX 32861 CHARLOTTE NC 282322861 332224025 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH SPECIALTY NETWORK INC PO BOX 32861 CHARLOTTE NC 282322861 995129088 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 ATRIUM HEALTH NEUROSPINE NETWORK LLC PO BOX 32861 CHARLOTTE NC 282322861 335053070 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 LANGTREE ENDOSCOPY CENTER LLC PO BOX 32861 CHARLOTTE NC 282322861 301004846 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS PHYS NETWORK INC DBA ATRIUM HEALTH MEDICAL GROUP PO BOX 32861 CHARLOTTE NC 282322861 561667838 HEALTHCARE NC NC POLITICAL SUBDIVI THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY 0 CAROLINAS IMAGING SERVICES LLC 700 E MOREHEAD STREET STE 300 CHARLOTTE NC 28202 912185756 HEALTHCARE NC N/A 0 0 ENDOSCOPY CENTER - MONROE LLC 11301 CARMEL COMMONS BLVD STE 302 CHARLOTTE NC 28226 260731594 HEALTHCARE NC N/A 0 0 ENDOSCOPY CENTER HOLDINGS LLC 11301 CARMEL COMMONS BLVD STE 302 CHARLOTTE NC 28226 260316896 HEALTHCARE MANAGEMENT NC N/A 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH B 38720220 FAIR MARKET VALUE THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH C 8044861 FAIR MARKET VALUE THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH D SEE PART VII THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH J 1032467 FAIR MARKET VALUE THE CHARLOTTE-MECKLENBURG HOSPITAL AUTH DBA ATRIUM HEALTH P 7036531 FAIR MARKET VALUE FORM 990, SCHEDULE R, PART V, LINE 2 (1) AMOUNT REFLECTS GRANT AWARDS TO ATRIUM HEALTH DURING THE YEAR. AH IS THE CHIEF RECIPIENT OF GRANTS FROM THE FOUNDATION. FORM 990, SCHEDULE R, PART V, LINE 2 (2) AMOUNT REFLECTS CASH CONTRIBUTIONS AND PLEDGES RECEIVED FROM ATRIUM HEALTH IN CONNECTION WITH FOUNDATION OPERATING EXPENSE SUPPORT, EVENT SPONSORSHIPS, ESTABLISHMENT OF FUNDS FOR MEDICAL EDUCATION AND RESEARCH, AND RELATED ITEMS. FORM 990, SCHEDULE R, PART V, LINE 2 (3) IN 2007, THE FOUNDATION EXECUTED A MEMBER SECURITY AGREEMENT (THE "AGREEMENT") WHICH MADE IT A MEMBER OF ATRIUM HEALTH'S OBLIGATED GROUP. UNDER THE AGREEMENT, THE FOUNDATION JOINTLY AND SEVERALLY GUARANTEES THE PAYMENT AND PERFORMANCE OF ALL BONDS AND OTHER OBLIGATIONS SECURED BY ATRIUM HEALTH'S BOND ORDER. THE FOUNDATION'S OBLIGATION IS ONLY FROM ITS FUTURE UNRESTRICTED CONTRIBUTIONS AND INVESTMENT INCOME, WHICH ARE PLEDGED. THE FOUNDATION'S NET ASSETS, WHETHER RESTRICTED OR UNRESTRICTED, ARE NOT PLEDGED UNDER THE AGREEMENT. THE TOTAL AMOUNT OF THE LOAN GUARANTEE ASSOCIATED WITH THE OBLIGATED GROUP IS $2,697,473. FORM 990, SCHEDULE R, PART V, LINE 2 (4) AMOUNT REFLECTS RENTAL INCOME RECEIVED FROM ATRIUM HEALTH PHYSICIAN PRACTICES THAT OCCUPY RENTAL SPACE IN AN OFFICE BUILDING OWNED BY THE FOUNDATION. RENT IS CHARGED BASED ON MARKET RATES FOR COMPARABLE RENTABLE SQUARE FOOTAGE. FORM 990, SCHEDULE R, PART V, LINE 2 (5) AMOUNT REFLECTS REIMBURSEMENT BY THE FOUNDATION TO ATRIUM HEALTH FOR EMPLOYEE SALARIES/BENEFITS AND OTHER OPERATING EXPENSES AT COST, WHICH EQUATES TO FAIR MARKET VALUE FOR THOSE SERVICES.