2022-11-11T16:24:32-06:00 2021-12-31 366055558 Grant Thornton LLP 201 S College Street Charlotte NC 28244 990 2021-01-01 566060481 Atrium Health Foundation ATRI 7043554048 PO Box 32861 Charlotte NC 282322861 Armando L Chardier President 7043554048 2022-11-11 1 Armando Chardier 999009999 Michele Melchior P00488037 7046323500 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Armando L Chardier PO Box 32861 Charlotte NC 28232 187787121 0 X www.atriumhealthfoundation.org X 1959 NC Support for Atrium Health (AH) programs & facilities 16 16 0 400 87484 3159 38517447 84202490 0 0 20597539 29598627 688932 774285 59803918 114575402 41208816 30830305 0 0 0 0 0 0 3963808 6156235 7174977 47365051 38005282 12438867 76570120 404080450 499528498 7761679 5545997 396318771 493982501 X In support of Atrium Health, we:Inspire transformational giving to improve health, elevate hope, and advance healing - for all. 0 0 4368838 4368838 Support for Cancer Programs & Research: Provide Substantial operational funding for a variety of cancer programs and research initiatives conducted by AH hospitals. 9999996 9999996 Support for Medical Education Programs: Provided operational funding for a variety of medical education programs conducted by AH hospitals to broaden medical knowledge, train hundreds of new medical professionals, and enhance medical care for thousands of patients in the Carolinas. 8235228 8235228 Support for Children's Programs & Services: Provided significant support for medical equipment & programming in newborn & pediatric units throughout AH hospitals. 506124 506124 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. 1920999 1920999 Support for Community Health Education & Awareness 1081472 1081472 Support for Muscular Dystrophy research programs 310389 310389 Support for Carolinas Neuromuscular/ALS Center 254614 254614 Support for Emergency Medicine & trauma programs 756897 756897 Support for AH general and minimally invasive surgery programs 1393850 1393850 Support for Sanger Heart & Vascular Institute facilities & related programs 397344 397344 Support for AH orthopaedic research 142045 142045 Support for AH neuroscience research/education 12625 12625 Support for AH regional hospitals & programs 144527 144527 Support for CMC-Mercy facilities and programs 332868 332868 Support for AH behavioral health programs & education 807414 807414 Support for AH long-term care & hospice programs 165075 165075 Support for AH patient/staff outreach & education programs 8226243 8226243 30830305 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 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 7 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 SC TN GA VA CA X X Electa McPherson 7043554048 208 East Blvd Charlotte NC 28203 Armando L Chardiet President 50.00 X 0 1019791 95025 Electa E McPherson Senior Vice President Operations 50.00 X 0 250899 49154 Kirstin E Ashford Vice President, Chief of Staff 50.00 X 0 156398 33839 Mark L Griffith AVP, Major Gifts 50.00 X 0 151174 40069 Kellie McGregor Director - Fund Development 40.00 X 0 107531 17265 Page Stroup Director - Fund Development 40.00 X 0 106682 24478 Rachel Ellis Director - Grants & Foundation Relations 40.00 X 0 104293 7698 Kaley Tyler Director - Donor Relations 40.00 X 0 104355 12576 Katherine Schmitt Director - Financial Services 40.00 X 0 104309 18863 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 As of 121 Director 1.00 X 0 0 0 Howard Bissell III Director 1.00 X 0 0 0 Hugh Cummins III As of 121 Director 1.00 X 0 0 0 May Beverly Hemby Director 1.00 X 0 0 0 Greg Johnson As of 121 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 As of 121 Director 1.00 X 0 0 0 Doug Lebda As of 121 Director 1.00 X 0 0 0 Sonja Nichols As of 121 Director 1.00 X 0 0 0 David Sheffer As of 121 Director 1.00 X 0 0 0 0 2105432 298967 0 0 1 0 Barry Baker Design 1041 Charter Place Charlotte NC 282115658 Commercial Art & Graphic Design 223747 Silchester 780 Third Avenue 42nd Floor New York NY 10017 Investment Management 125251 Wells Fargo Asset Management 401 S Tryon St 3rd Floor Charlotte NC 28282 Investment Management 122276 Ballie Gifford Calton Square 1 Greenside Row Edinburgh UK Investment Management 120342 Lindsell Train 100 Cambridge Street 14th Floor Boston MA 02114 Investment Management 105206 6 17738 959460 4506900 78718392 529169 84202490 4374932 87484 4287448 1518074 570176 947898 947898 947898 97410304 24975 72211584 0 25198720 24975 25223695 25223695 256346 959460 429959 -173613 -173613 114575402 0 87484 30285428 30825805 30825805 4500 4500 4610419 1785301 2825118 24095 24095 1007500 1007500 44200 44200 497711 4680 493031 164557 44990 119567 214571 41785 172786 103056 32287 70769 9438 434 9004 677 122 555 261648 261648 Org. dues & memberships 219956 1965 217991 Books & Subscriptions 17149 6362 10787 38005282 30830305 3211169 3963808 4114217 4026442 48474251 95136850 402851 422094 11889543 7708808 4368468 4180735 305957644 354999040 34816424 34531264 5509021 5509021 437574 723052 404080450 499528498 4457487 2094916 135000 40000 1042101 993623 2127091 2417458 7761679 5545997 X 11524537 12433689 384794234 481548812 396318771 493982501 404080450 499528498 X 76570120 21948610 -855000 X 0 1 X 1 0 X 34815402 35623196 34628896 38517447 84202490 227787431 34815402 35623196 34628896 38517447 84202490 227787431 58549365 169238066 4560765 6647505 6083402 4302576 5805521 27399769 20579 24854 87484 132917 255320117 2868592 0.66280 0.74590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56941708 5550417 7953132 998021 69447236 48039776 2819330 6878870 796268 56941708 39182629 3280031 6890649 1105495 48039776 61460321 -18515761 -2882625 870237 39182629 54047751 1841375 5571195 61460321 1.00000 1 0 848743 848743 6265354 6029494 235860 551652 497669 53983 4223794 1181645 3042149 4180735 Canyon Value Realization Fund 1678442 F Chatham Long/Short Fixed Income Fund 8437372 F EnCap Private Equity Fund 1345368 F GSO Private Equity Fund 197371 F Harbourvest Private Equity Funds 21113747 F Q-Blk Private Equity Funds 1549715 F River Birch Lng/Sht Fix Inc Fund 209249 F 34531264 Revocable Funds Managed for Others 2417458 2417458 Part V, Line 4: Annual income from the Foundation's endowed funds benefits a great variety of programs and facilities at Atrium Health, consistent with the wishes and designations of the donors who created the various endowments. Cayman Islands Investments 34301602 0 0 0 0 0 0 34301602 0 34301602 1 0 1 1 1 0 Part III Accounting Method: Levine Children's Gala 508856 407569 101287 118066 15886 114965 82483 Hospice Golf Tournament 111459 86270 25189 7575 10910 250 21083 16 595491 465621 129870 1500 9237 5800 42204 1215806 959460 256346 9075 118066 36033 121015 145770 429959 -173613 1 Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 7915867 0 Children's & Newborn Programs Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 466600 0 Medical,Nursing & Allied Health Education Programs Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 9999996 0 Medical Education Programs Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 142045 0 Neuro Programs, Research & Education Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 512312 0 Orthopaedic Research & Education Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 1078972 0 Muscular Dystrophy Research Programs Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 4208001 0 Cancer Programs & Research Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 807414 0 Long-Term Care & Hospice Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 1601568 0 Community Health Education & Awareness Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 254614 0 Emergency Medicine & Trauma Programs Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 144527 0 CMC - Mercy Facilities & Programs Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 305389 0 Carolinas Neuromuscular/ALS Center Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 732995 0 General & Minimally Invasive Surgery Programs & Research Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 1333220 0 Sanger Heart & Vascular Institute Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 332868 0 Behavioral Health Programs & Psychiatry Residency Education Atrium Health PO Box 32861 Charlotte NC 28232 560529945 170(c)(1) 165075 0 Patient/Staff outreach programs and education 24 Foundation 500 E Morehead Street Suite 318 Charlotte NC 28211 203768277 501(c)(3) 100000 0 Support for cancer-related fundraising activities Heineman Medical Research Inc 1001 Blythe Blvd Suite 604 Charlotte NC 28203 566023076 501(c)(3) 61500 0 Support for international medical programs Care Ring Inc 601 E 5th St Ste 140 Charlotte NC 28202 560621073 501(c)(3) 248554 0 Support for community outreach programs Blue Ridge HealthCare Foundation 2201 South Sterling Street Morganton NC 28655 582063920 501(c)(3) 16043 0 Support for pediatric medical equipment Isabella Santos Foundation 9935-D Rea Road Unit 275 Charlotte NC 28277 261332748 501(c)(3) 25000 0 Support for pediatric cancer-related fundraising activities Ascension Luthern Church 1225 E Morehead St Charlotte NC 28204 560670677 501(c)(3) 60630 0 Support for community outreach programs Beads of Courage 3230 N Dodge Blvd Suite J Tucson AZ 85716 202721500 501(c)(3) 9000 0 Support for pediatric cancer programs Hospitality House 1400 Scott Ave Charlotte NC 28203 561523878 501(c)(3) 7500 0 Support for community outreach programs Martin Truex Jr Foundation 156 Cayuga Dr Mooresville NC 28117 260654126 501(c)(3) 10000 0 Support for pediatric cancer-related fundraising activities Cystic Fibrosis Foundation 4600 Park Rd Suite 100 Charlotte NC 28209 131930701 501(c)(3) 6500 0 Support for cystic fibrosis fundraising activities Receptions For Research The Greg Olsen Foundation 200 East Las Olas Blvd Ste 1550 Fort Lauderdale FL 33301 270843891 501(c)(3) 10000 0 Support for pediatric health fundraising programs Centering Healthcare Institute Inc 89 South Station LL02 Boston MA 02111 061622668 501(c)(3) 5260 0 Support for community outreach programs Swim Across America Inc 11600 N Community House Road Suite 100 Charlotte NC 28277 223248256 501(c)(3) 25000 0 Support for pediatric cancer-related research Bayada Home Health Care PO Box 536446 Pittsburgh PA 15253 231943113 501(c)(3) 200328 0 Support for community outreach programs Leukemia & Lymphoma Society 3 International Dr Suite 200 Rye Brook NY 10573 135644916 501(c)(3) 55837 0 Support for cancer research programs Hendrick Family Foundation 4400 Papa Joe Hendrick Blvd Charlotte NC 28262 364837270 501(c)(3) 12000 0 Support for pediatric health fundraising programs WL Gore Associates 1505 N Fourth St Flagstaff AZ 86004 510083365 n/a 23902 0 Support for bariatric related programs Lung Cancer Initiative of North Carolina 5171 Glenwood Ave Ste 401 Raleigh NC 27612 262300885 501(c)(3) 10000 0 Support for cancer research programs Mint Museum 2730 Randolph Road Charlotte NC 28207 560670666 501(c)(3) 10000 0 Support for community outreach programs 19 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 0 0 0 0 0 0 0 0 Armando L Chardiet President 0 539875 0 382246 0 97670 0 59276 0 35749 0 1114816 0 40331 Electa E McPherson Senior Vice President Operations 0 184631 0 64719 0 1549 0 17235 0 31919 0 300053 0 0 Kirstin E Ashford Vice President, Chief of Staff 0 120058 0 35190 0 1150 0 13187 0 20652 0 190237 0 0 Mark L Griffith AVP, Major Gifts 0 118584 0 29243 0 3347 0 12023 0 28046 0 191243 0 0 Part I, Line 3 A related organization (Atrium 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. X 15 482482 Average FMV X Donated Auction Items 171 46687 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, line 9 for publicly traded securities. 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 A copy of Form 990 is provided to all members of the Foundation Board of Directors for review prior to filing with the IRS. The Form 990 is prepared by the Foundation's Financial Services Director with the assistance and review by the Senior Vice President and then prior to distribution to the Board is reviewed in detail by an independent CPA firm. 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 XI, line 9: Provision for Uncollectible Pledges -855,000. The Charlotte-Mecklenburg Hospital Authority PO Box 32861 Charlotte NC 28232 560529945 Governmental Health Care NC 170 (c)(1) N/A 0 Atrium Health Employee Assistance Inc PO Box 32861 Charlotte NC 28232 850548753 Charitable employee relief program NC 501(c)(3) Line 7 The Charlotte-Mecklenburg Hospital Authority 0 Atrium Health PO Box 32861 Charlotte NC 28232 843647453 Healthcare Management NC 501(c)(3) Line 10 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 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 ABC Parkway LLC PO Box 32861 Charlotte NC 282322861 Real Estate NC NC Political Subdivi 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 AV Insurance LLC PO Box 32861 Charlotte NC 282322861 205608253 Insurance 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 Cleveland Ambulatory Services LLC PO Box 32861 Charlotte NC 282322861 561909421 Healthcare 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 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 Lookout NC Properties LLC PO Box 32861 Charlotte NC 282322861 852992379 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 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 Carolinas Ambulatory Surgery Inc PO Box 32861 Charlotte NC 282322861 812714217 Healthcare 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 CHS Pharmacy Services Inc PO Box 32861 Charlotte NC 282322861 473367492 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 Carolinas Health Network Inc PO Box 32861 Charlotte NC 282322861 561899343 Healthcare Management NC NC Political Subdivi The Charlotte-Mecklenburg Hospital Authority 0 1025 Kings Drive Tenant LLC PO Box 32861 Charlotte NC 282322861 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 DRE1 LLC PO Box 32861 Charlotte NC 282322861 Real Estate 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 Rocky Road 1 LLC PO Box 32861 Charlotte NC 282322861 861257491 Real Estate 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 RR Assemblage LLC PO Box 32861 Charlotte NC 282322861 853897459 Real Estate 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 Alliance Medical Inc PO Box 32861 Charlotte NC 282322861 561682606 Healthcare NC N/A C 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 Charlotte-Mecklenburg Hospital Auth dba Atrium Health B 29886110 Fair market value Charlotte-Mecklenburg Hospital Auth dba Atrium Health C 4506900 Fair market value Charlotte-Mecklenburg Hospital Auth dba Atrium Health D See Part VII Charlotte-Mecklenburg Hospital Auth dba Atrium Health J 893193 Fair market value Charlotte-Mecklenburg Hospital Auth dba Atrium Health P 4826577 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 $2,937,745,000. 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.