ATRIUM HEALTH FOUNDATION
Cite this
Plain text ATRIUM HEALTH FOUNDATION. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/atrium-health-foundation-566060481. Retrieved 2026-11-02.
APA furp.org. (n.d.). ATRIUM HEALTH FOUNDATION [Nonprofit organization profile; tax years 2019–2024]. Retrieved November 2, 2026, from https://furp.org/org/atrium-health-foundation-566060481
MLA “ATRIUM HEALTH FOUNDATION.” furp.org, tax years 2019–2024, https://furp.org/org/atrium-health-foundation-566060481. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2019–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $150.1M · expenses $51.6M · assets $556.7M
- EIN
- 56-6060481
- Address
- 7800 PROVIDENCE RD STE 208, CHARLOTTE, NC 28226-2986
- Website
- WWW.ATRIUMHEALTHFOUNDATION.ORG
- NTEE code
- E12
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- December 1960 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
IN SUPPORT OF ATRIUM HEALTH, WE:INSPIRE TRANSFORMATIONAL GIVING TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING - FOR ALL.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
13 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Armando L Chardiet | PRESIDENT | 2019-2024 | $1,610,514 | $7,465,695 | 5 |
| Electa E Mcpherson | SVP OPERATIONS & CFO | 2019-2024 | $484,160 | $1,948,152 | 1 |
| Mark L Griffith | VP, DEVELOPMENT | 2019-2024 | $291,675 | $1,262,165 | 1 |
| Kirstin E Ashford | VP, CHIEF OF STAFF | 2019-2024 | $296,322 | $1,239,056 | 1 |
| Kellie Mcgregor | AVP, MAJOR GIFTS | 2021-2024 | $178,883 | $613,354 | 1 |
| Rachel Ellis | AVP, CORP & FDN RELATIONS/GRANTS | 2021-2024 | $192,008 | $598,268 | 1 |
| Ryan Marshall | AVP, DEVELOPMENT | 2022-2024 | $185,881 | $515,034 | 1 |
| Katherine Schmitt | AVP, FINANCE | 2021-2024 | $201,082 | $480,570 | 1 |
| Kathleen Lefever | AVP, STRAT RELATIONS & COM | 2022-2024 | $181,171 | $459,975 | 1 |
| James R Ervin (former) | SENIOR VP DEVELOPMENT (1/20-4/20) | 2019-2020 | $375,371 | $705,928 | 1 |
| Scott Kerr (former) | FORMER OFFICER | 2019-2020 | $160,831 | $589,668 | 1 |
| Kaley Tyler (former) | DIRECTOR - DONOR RELATIONS | 2021-2022 | $131,548 | $248,479 | 1 |
| Page Stroup (former) | Director - Fund Development | 2021 | $131,160 | $131,160 | 1 |
Officers and directors, no compensation reported
33 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Todd Collins | DIRECTOR | 2022-2024 | 1 | $0 reported | 3 |
| Greg Johnson | DIRECTOR | 2022-2024 | 1 | $0 reported | 5 |
| Mike Rucker | DIRECTOR | 2020-2024 | 1 | $0 reported | 3 |
| Mandy S Houser | CHAIR | 2019-2024 | 1 | $0 reported | 1 |
| Luther A Lockwood Ii | VICE CHAIR | 2019-2024 | 1 | $0 reported | 1 |
| David Secrest | SECRETARY/DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Howard Bissell Iii | DIRECTOR | 2019-2024 | 1 | $0 reported | 6 |
| Hugh Cummins Iii | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| May Beverly Hemby | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Gregory Olsen | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Manuel Rey | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Michael Salvino | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Beverly Ladley | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Doug Lebda | DIRECTOR | 2022-2024 | 1 | $0 reported | 2 |
| Nicole Tepper | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| David Sheffer | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Grace Nystrum | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Sonja Nichols Thru 42023 (former) | DIRECTOR | 2023 | 1 | $0 reported | 1 |
| Sonja Nichols (former) | DIRECTOR | 2022 | 1 | $0 reported | 6 |
| Todd Collins As of 121 (former) | Director | 2021 | 1 | $0 reported | 1 |
| Hugh Cummins III As of 121 (former) | Director | 2021 | 1 | $0 reported | 1 |
| Greg Johnson As of 121 (former) | Director | 2021 | 1 | $0 reported | 1 |
| Beverly Ladley As of 121 (former) | Director | 2021 | 1 | $0 reported | 1 |
| Doug Lebda As of 121 (former) | Director | 2021 | 1 | $0 reported | 1 |
| Sonja Nichols As of 121 (former) | Director | 2021 | 1 | $0 reported | 1 |
| David Sheffer As of 121 (former) | Director | 2021 | 1 | $0 reported | 1 |
| James E Mattei (former) | CHAIR (1/20-9/20) | 2019-2020 | 1 | $0 reported | 1 |
| Lori L Sklut (former) | SECRETARY/DIRECTOR | 2019-2020 | 1 | $0 reported | 1 |
| Thomas J Hall (former) | DIRECTOR | 2019-2020 | 1 | $0 reported | 3 |
| James E S Hynes (former) | DIRECTOR | 2019-2020 | 1 | $0 reported | 1 |
| Vicki S Sutton (former) | Chair | 2019 | 1 | $0 reported | 1 |
| David L Gitlin (former) | Director | 2019 | 1 | $0 reported | 1 |
| Felix S Sabates Jr (former) | Director | 2019 | 1 | $0 reported | 1 |
People by year
2024 · 26 people listed · 9 paid, $3.6M · 0 employees · 300 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ARMANDO L CHARDIET | PRESIDENT | 50 | $0 | $1,475,348 | $135,166 | $1,610,514 | 5 |
| ELECTA E MCPHERSON | SVP OPERATIONS & CFO | 50 | $0 | $416,376 | $67,784 | $484,160 | 1 |
| KIRSTIN E ASHFORD | VP, CHIEF OF STAFF | 50 | $0 | $254,670 | $41,652 | $296,322 | 1 |
| MARK L GRIFFITH | VP, DEVELOPMENT | 50 | $0 | $247,219 | $44,456 | $291,675 | 1 |
| KATHERINE SCHMITT | AVP, FINANCE | 40 | $0 | $177,802 | $23,280 | $201,082 | 1 |
| RACHEL ELLIS | AVP, CORP & FDN RELATIONS/GRANTS | 40 | $0 | $178,522 | $13,486 | $192,008 | 1 |
| RYAN MARSHALL | AVP, DEVELOPMENT | 40 | $0 | $158,527 | $27,354 | $185,881 | 1 |
| KATHLEEN LEFEVER | AVP, STRAT RELATIONS & COM | 40 | $0 | $159,822 | $21,349 | $181,171 | 1 |
| KELLIE MCGREGOR | AVP, MAJOR GIFTS | 40 | $0 | $157,215 | $21,668 | $178,883 | 1 |
| MANDY S HOUSER | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LUTHER A LOCKWOOD II | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID SECREST | SECRETARY/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD COLLINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| HOWARD BISSELL III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| HUGH CUMMINS III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MAY BEVERLY HEMBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| GREGORY OLSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MANUEL REY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE RUCKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL SALVINO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY LADLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEBDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| NICOLE TEPPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID SHEFFER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GRACE NYSTRUM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 26 people listed · 9 paid, $3.0M · 0 employees · 300 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ARMANDO L CHARDIET | PRESIDENT | 50 | $0 | $1,313,014 | $112,098 | $1,425,112 | 5 |
| ELECTA E MCPHERSON | SVP OPERATIONS & CFO | 50 | $0 | $291,220 | $55,887 | $347,107 | 1 |
| MARK L GRIFFITH | VP, DEVELOPMENT | 50 | $0 | $187,381 | $41,237 | $228,618 | 1 |
| KIRSTIN E ASHFORD | VP, CHIEF OF STAFF | 50 | $0 | $178,046 | $31,901 | $209,947 | 1 |
| RYAN MARSHALL | AVP, DEVELOPMENT | 40 | $0 | $147,631 | $26,377 | $174,008 | 1 |
| KELLIE MCGREGOR | AVP, MAJOR GIFTS | 40 | $0 | $144,647 | $21,203 | $165,850 | 1 |
| RACHEL ELLIS | AVP, CORP & FDN RELATIONS/GRANTS | 40 | $0 | $147,528 | $11,150 | $158,678 | 1 |
| KATHERINE SCHMITT | AVP, FINANCE | 40 | $0 | $133,391 | $22,925 | $156,316 | 1 |
| KATHLEEN LEFEVER | AVP, STRAT RELATIONS & COMMUNICATIONS | 40 | $0 | $128,002 | $18,973 | $146,975 | 1 |
| MANDY S HOUSER | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LUTHER A LOCKWOOD II | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID SECREST | SECRETARY/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD COLLINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| HOWARD BISSELL III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| HUGH CUMMINS III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MAY BEVERLY HEMBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| GREGORY OLSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MANUEL REY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE RUCKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL SALVINO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY LADLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEBDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| NICOLE TEPPER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID SHEFFER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SONJA NICHOLS THRU 42023 | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 25 people listed · 9 paid, $2.8M · 0 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ARMANDO L CHARDIET | PRESIDENT | 50 | $0 | $1,245,752 | $113,672 | $1,359,424 | 5 |
| ELECTA E MCPHERSON | SVP OPERATIONS | 50 | $0 | $282,503 | $54,155 | $336,658 | 1 |
| MARK L GRIFFITH | VP, DEVELOPMENT | 50 | $0 | $179,452 | $40,749 | $220,201 | 1 |
| KIRSTIN E ASHFORD | VP, CHIEF OF STAFF | 50 | $0 | $175,711 | $37,679 | $213,390 | 1 |
| RYAN MARSHALL | AVP, DEVELOPMENT | 40 | $0 | $132,155 | $22,990 | $155,145 | 1 |
| KELLIE MCGREGOR | AVP, MAJOR GIFTS | 40 | $0 | $124,657 | $19,168 | $143,825 | 1 |
| RACHEL ELLIS | AVP, CORP & FDN RELATIONS/GRANTS | 40 | $0 | $126,142 | $9,449 | $135,591 | 1 |
| KATHLEEN LEFEVER | DIRECTOR, STRAT RELATIONS & COMM | 40 | $0 | $114,636 | $17,193 | $131,829 | 1 |
| KALEY TYLER | DIRECTOR - DONOR RELATIONS | 40 | $0 | $122,846 | $8,702 | $131,548 | 1 |
| MANDY S HOUSER | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LUTHER A LOCKWOOD II | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID SECREST | SECRETARY/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TODD COLLINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| HOWARD BISSELL III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| HUGH CUMMINS III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MAY BEVERLY HEMBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| GREGORY OLSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MANUEL REY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE RUCKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL SALVINO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY LADLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEBDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SONJA NICHOLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| DAVID SHEFFER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 25 people listed · 9 paid, $2.4M · 0 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Armando L Chardiet | President | 50 | $0 | $1,019,791 | $95,025 | $1,114,816 | 5 |
| Electa E McPherson | Senior Vice President Operations | 50 | $0 | $250,899 | $49,154 | $300,053 | 1 |
| Mark L Griffith | AVP, Major Gifts | 50 | $0 | $151,174 | $40,069 | $191,243 | 1 |
| Kirstin E Ashford | Vice President, Chief of Staff | 50 | $0 | $156,398 | $33,839 | $190,237 | 1 |
| Page Stroup | Director - Fund Development | 40 | $0 | $106,682 | $24,478 | $131,160 | 1 |
| Kellie McGregor | Director - Fund Development | 40 | $0 | $107,531 | $17,265 | $124,796 | 1 |
| Katherine Schmitt | Director - Financial Services | 40 | $0 | $104,309 | $18,863 | $123,172 | 1 |
| Kaley Tyler | Director - Donor Relations | 40 | $0 | $104,355 | $12,576 | $116,931 | 1 |
| Rachel Ellis | Director - Grants & Foundation Relations | 40 | $0 | $104,293 | $7,698 | $111,991 | 1 |
| Mandy S Houser | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Luther A Lockwood II | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| David Secrest | Secretary/Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Todd Collins As of 121 | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Howard Bissell III | Director | 1 | $0 | $0 | $0 | $0 | 6 |
| Hugh Cummins III As of 121 | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| May Beverly Hemby | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Greg Johnson As of 121 | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Gregory Olsen | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Manuel Rey | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike Rucker | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Michael Salvino | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Beverly Ladley As of 121 | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Doug Lebda As of 121 | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Sonja Nichols As of 121 | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Sheffer As of 121 | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 19 people listed · 6 paid, $2.1M · 0 employees · 300 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ARMANDO L CHARDIET | PRESIDENT | 50 | $0 | $889,182 | $97,199 | $986,381 | 5 |
| JAMES R ERVIN | SENIOR VP DEVELOPMENT (1/20-4/20) | 50 | $0 | $365,610 | $9,761 | $375,371 | 1 |
| ELECTA E MCPHERSON | SENIOR VICE PRESIDENT OPERATIONS | 50 | $0 | $215,561 | $45,666 | $261,227 | 1 |
| MARK L GRIFFITH | AVP, MAJOR GIFTS | 50 | $0 | $133,046 | $38,923 | $171,969 | 1 |
| KIRSTIN E ASHFORD | VICE PRESIDENT, CHIEF OF STAFF | 50 | $0 | $140,497 | $30,091 | $170,588 | 1 |
| SCOTT KERR | FORMER OFFICER | 0 | $0 | $160,831 | $0 | $160,831 | 1 |
| JAMES E MATTEI | CHAIR (1/20-9/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| MANDY S HOUSER | VC (1/20-9/20)/CHAIR (AS OF 9/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| LUTHER A LOCKWOOD II | DIR (1/20-9/20)/VC (AS OF 9/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| LORI L SKLUT | SECRETARY/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD BISSELL III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| THOMAS J HALL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MAY BEVERLY HEMBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES E S HYNES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY OLSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MANUEL REY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE RUCKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL SALVINO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID SECREST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 19 people listed · 6 paid, $2.3M · 0 employees · 500 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Armando L Chardiet | President | 50 | $0 | $871,576 | $97,872 | $969,448 | 5 |
| Scott W Kerr | senior Vice President through 10/31/2019 | 50 | $0 | $402,040 | $26,797 | $428,837 | 1 |
| James R Ervin | Senior Vice President | 50 | $0 | $286,636 | $43,921 | $330,557 | 1 |
| Electa E McPherson | Vice President & Treasurer | 50 | $0 | $177,203 | $41,744 | $218,947 | 1 |
| Kirstin E Ashford | AVP, Strategic Relations & Communications | 50 | $0 | $129,361 | $29,211 | $158,572 | 1 |
| Mark L Griffith | AVP, of Major Gifts | 50 | $0 | $116,743 | $41,716 | $158,459 | 1 |
| Vicki S Sutton | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas J Hall | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Mandy S Houser | Secretary/Director | 1 | $0 | $0 | $0 | $0 | 1 |
| James E S Hynes | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| James E Mattei | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| David L Gitlin | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Luther A Lockwood II | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Gregory Olsen | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Felix S Sabates Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Salvino | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| May Beverly Hemby | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Lori L Sklut | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Howard Bissell III | Director | 1 | $0 | $0 | $0 | $0 | 6 |
Highest-paid independent contractors
2024 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| TCG EVENTS INC | CHARLOTTE, NC | EVENT PLANNING | $1,121,403 |
| BARRY BAKER DESIGN | CHARLOTTE, NC | COMMERCIAL ART & GRAPHIC DESIGN | $177,118 |
2023 · 2 contractors · $340K
| Name | Location | Service | Paid |
|---|---|---|---|
| BARRY BAKER DESIGN | CHARLOTTE, NC | COMMERCIAL ART & GRAPHIC DESIGN | $194,591 |
| SILCHESTER | NEW YORK, NY | INVESTMENT MANAGEMENT | $145,324 |
2022 · 3 contractors · $445K
| Name | Location | Service | Paid |
|---|---|---|---|
| BARRY BAKER DESIGN | CHARLOTTE, NC | COMMERCIAL ART & GRAPHIC DESIGN | $201,367 |
| SILCHESTER | NEW YORK, NY | INVESTMENT MANAGEMENT | $131,702 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $111,597 |
2021 · 5 contractors · $697K
| Name | Location | Service | Paid |
|---|---|---|---|
| Barry Baker Design | Charlotte, NC | Commercial Art & Graphic Design | $223,747 |
| Silchester | New York, NY | Investment Management | $125,251 |
| Wells Fargo Asset Management | Charlotte, NC | Investment Management | $122,276 |
| Ballie Gifford | Edinburgh | Investment Management | $120,342 |
| Lindsell Train | Boston, MA | Investment Management | $105,206 |
2020 · 2 contractors · $287K
| Name | Location | Service | Paid |
|---|---|---|---|
| BARRY BAKER DESIGN | CHARLOTTE, NC | COMMERCIAL ART & GRAPHIC DESIGN | $177,052 |
| WELLS FARGO ASSET MANAGEMENT | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $109,762 |
2019 · 1 contractor · $163K
| Name | Location | Service | Paid |
|---|---|---|---|
| Barry Baker Design | Charlotte, NC | Commercial Art & Graphic Design | $163,368 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 40 grants to organizations · $42.5M
2023 · 34 grants to organizations · $56.1M
2022 · 34 grants to organizations · $36.8M
2021 · 35 grants to organizations · $30.9M
2020 · 35 grants to organizations · $41.1M
2019 · 38 grants to organizations · $41.0M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $150,109,810 | $51,614,932 | $556,746,640 | $549,434,029 | $63,262,530 | $0 | $0 | 0 | 300 |
| 2023 · Form 990 | ||||||||
| $66,370,378 | $64,503,775 | $508,029,201 | $500,937,876 | $57,354,155 | $0 | $0 | 0 | 300 |
| 2022 · Form 990 | ||||||||
| $84,047,402 | $45,016,290 | $469,651,254 | $462,823,563 | $64,521,512 | $0 | $0 | 0 | 400 |
| 2021 · Form 990 | ||||||||
| $114,575,402 | $38,005,282 | $499,528,498 | $493,982,501 | $84,202,490 | $0 | $0 | 0 | 400 |
| 2020 · Form 990 | ||||||||
| $59,803,918 | $47,365,051 | $404,080,450 | $396,318,771 | $38,517,447 | $0 | $0 | 0 | 300 |
| 2019 · Form 990 | ||||||||
| $50,835,906 | $47,035,499 | $368,152,746 | $362,605,505 | $34,628,896 | $0 | $0 | 0 | 500 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- YMCA OF GREATER CHARLOTTE Charlotte, NC · 3 people in common (Armando L Chardiet, Greg Johnson, Howard Bissell Iii)
- GOOD FELLOWS CLUB INC Charlotte, NC · 3 people in common (Greg Johnson, Mike Rucker, Todd Collins)
- CHARLOTTE-MECKLENBURG POLICE FOUNDATION Charlotte, NC · 2 people in common (Doug Lebda, Mike Rucker)
- QUEENS UNIVERSITY OF CHARLOTTE Charlotte, NC · 1 person in common (Howard Bissell Iii)
- MINT MUSEUM OF ART INC Charlotte, NC · 1 person in common (Armando L Chardiet)
- NORTH CAROLINA CHAMBER Raleigh, NC · 1 person in common (Howard Bissell Iii)
- HEINEMAN-ROBICSEK FOUNDATION INC Charlotte, NC · 1 person in common (Howard Bissell Iii)
- TREESCHARLOTTE Charlotte, NC · 1 person in common (Todd Collins)
- WORLD AFFAIRS COUNCIL OF CHARLOTTE Charlotte, NC · 1 person in common (Armando L Chardiet)
- JUNCTION BUSINESS SERVICES INC Charlotte, NC · 1 person in common (Greg Johnson)
- CHARLOTTE REGIONAL PARTNERSHIP INC Charlotte, NC · 1 person in common (Howard Bissell Iii)
- NORTH CAROLINA BIOMEDICAL ASSOCIATION Lenoir, NC · 1 person in common (Greg Johnson)
- CHAMPIONS FOR EDUCATION INC Charlotte, NC · 1 person in common (Armando L Chardiet)
- AH GEORGIA INC Charlotte, NC · related organization (Schedule R)
- ADVOCATE HEALTH INC Charlotte, NC · related organization (Schedule R)
- ATRIUM HEALTH SPECIALTY NETWORK INC Charlotte, NC · related organization (Schedule R)
- ATRIUM HEALTH INC Charlotte, NC · related organization (Schedule R)
- CAROLINAS PHYSICIANS NETWORK INC Charlotte, NC · related organization (Schedule R)
- ATRIUM HEALTH FORT MILL EMS INC Charlotte, NC · related organization (Schedule R)
- ATRIUM HEALTH HOSPITALS INC Charlotte, NC · related organization (Schedule R)
Funders of this organization
234 grantors reported grants to this organization, $170,127,201 in all, tax years 2009 to 2025; the 25 largest shown (all 234). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | DAF sponsor | Exact | 2015-2024 | 11 | $47,720,331 | 2024 | $8,073,582 | show |
| DUKE ENDOWMENT | Private foundation | Fuzzy filed as “Atrium Health Foundation”, “ATRIUM HEALTH FOUNDATION” | 2019-2024 | 67 | $13,894,899 | 2024 | $4,329,000 | show |
| C D SPANGLER FOUNDATION INC | Private foundation | Fuzzy filed as “ATRIUM HEALTH FOUNDATION” | 2022 | 1 | $10,000,000 | 2022 | $10,000,000 | show |
| GROSS FAMILY CHARITABLE FOUNDATION | Private foundation | Fuzzy filed as “ATRIUM HEALTH FOUNDATION” | 2019, 2021-2024 | 5 | $8,000,000 | 2024 | $1,000,000 | show |
| BLOOMBERG FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “ATRIUM HEALTH FOUNDATION” | 2024 | 1 | $7,293,000 | 2024 | $7,293,000 | show |
| THE LEON LEVINE FOUNDATION | Private foundation | Fuzzy filed as “Atrium Health Foundation” | 2023-2024 | 8 | $6,536,400 | 2024 | $3,536,400 | show |
| ISABELLA SANTOS FOUNDATION | Public charity | Exact | 2014-2024 | 15 | $6,173,087 | 2024 | $710,000 | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “ATRIUM HEALTH FOUNDATION” | 2018-2023 | 88 | $5,092,056 | 2023 | $2,509,905 | show |
| WINSTON-SALEM FOUNDATION | DAF sponsor | Exact | 2022-2024 | 3 | $4,502,700 | 2024 | $1,501,000 | show |
| FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY | DAF sponsor | Exact | 2019-2024 | 6 | $4,300,545 | 2024 | $212,100 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016-2024 | 9 | $4,128,422 | 2024 | $1,141,526 | show |
| 24 FOUNDATION INC | Public charity | Exact | 2010-2015, 2017-2020, 2024 | 11 | $4,096,520 | 2024 | $472,500 | show |
| ALLY CHARITABLE FOUNDATION | Private foundation | Fuzzy filed as “Atrium Health Foundation”, “ATRIUM HEALTH FOUNDATION” | 2021-2024 | 4 | $3,025,000 | 2024 | $1,000,000 | show |
| RECEPTIONS FOR RESEARCH - THE GREG OLSEN FOUNDATION INC | Public charity | Exact | 2012-2018 | 7 | $2,865,000 | 2018 | $770,000 | show |
| MUSCULAR DYSTROPHY ASSOCIATION | Public charity | Exact | 2010-2025 | 23 | $2,719,605 | 2025 | $90,000 | show |
| CHAMPIONS FOR EDUCATION INC | Public charity | Exact | 2009-2015, 2017-2018, 2020, 2022-2024 | 13 | $2,212,580 | 2024 | $250,000 | show |
| CYSTIC FIBROSIS FOUNDATION | Public charity | Exact | 2016-2024 | 13 | $2,206,303 | 2024 | $381,273 | show |
| THE TEPPER FOUNDATION | Private foundation | Fuzzy filed as “Atrium Health Foundation”, “ATRIUM HEALTH FOUNDATION” | 2018-2022 | 5 | $1,950,000 | 2022 | $400,000 | show |
| CHILDRENS ADVOCACY CENTERS OF NORTH CAROLINA INC | Public charity | Exact | 2020-2023 | 4 | $1,509,467 | 2023 | $449,974 | show |
| PAULA TAKACS FOUNDATION FOR SARCOMA RESEARCH | Public charity | Exact | 2021-2025 | 5 | $1,395,000 | 2025 | $285,000 | show |
| SWIM ACROSS AMERICA INC | Public charity | Exact | 2017-2025 | 9 | $1,390,000 | 2025 | $200,000 | show |
| DAVID AND NICOLE TEPPER CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “ATRIUM HEALTH FOUNDATION” | 2022-2025 | 4 | $1,341,666 | 2025 | $375,000 | show |
| KERRY AND SIMONE VICKAR FAMILY FOUNDATION | Private foundation | Fuzzy filed as “Atrium Health Foundation”, “ATRIUM HEALTH FOUNDATION” | 2020-2025 | 6 | $1,200,000 | 2025 | $200,000 | show |
| JEFF GORDON CHILDRENS FOUNDATION | Public charity | Exact | 2020-2022 | 3 | $1,075,000 | 2022 | $1,000,000 | show |
| WAYLAND HENRY CATO JR FOUNDATION | Private foundation | Fuzzy filed as “ATRIUM HEALTH FOUNDATION” | 2020, 2024 | 2 | $1,050,000 | 2024 | $1,000,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | NC | E12 | $172,627,029 | $230,304,142 | CEO ADVOCATE HEALTH | $25,781,279 | Same NTEE code E12, revenue within 2x, same state |
| EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC | NC | E12 | $142,997,456 | $143,388,732 | President & CEO | $407,151 | Same NTEE code E12, revenue within 2x, same state |
| NORTHWELL HEALTH FOUNDATION | NY | E12 | $123,518,750 | $102,804,562 | President & CEO | $5,943,362 | Same NTEE code E12, revenue within 2x, similar name |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | TX | E12 | $104,199,720 | $53,042,628 | Director | $8,964,723 | Same NTEE code E12, revenue within 2x, similar name |
| INTERMOUNTAIN HEALTHCARE FOUNDATION INC | UT | E12 | $88,811,140 | $66,576,183 | TRUSTEE | $9,715,356 | Same NTEE code E12, revenue within 2x |
| SWEDISH MEDICAL CENTER FOUNDATION | WA | E12 | $77,149,780 | $31,085,114 | BOARD MEMBER | $2,820,837 | Same NTEE code E12, revenue within 2x |
| BOSTON CHILDRENS HEART FOUNDATION | MA | E12 | $101,358,161 | $89,972,137 | CARDIOLOGIST | $1,081,413 | Same NTEE code E12, revenue within 2x |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | FL | E12 | $84,259,215 | $78,583,238 | CHIEF ADMIN OFFICER | $2,182,166 | Same NTEE code E12, revenue within 2x |
| CHILDRENS HOSPITAL FOUNDATION | DC | E12 | $117,997,955 | $82,207,573 | PRESIDENT/CEO (CNMC) | $2,644,720 | Same NTEE code E12, revenue within 2x |
| ARKANSAS CHILDRENS FOUNDATION | AR | E12 | $99,223,863 | $47,454,055 | AC PRESIDENT & CEO-ACF DIRECTOR | $2,712,312 | Same NTEE code E12, revenue within 2x |
| JEFFERSON HEALTH CORPORATION | PA | E12 | $131,366,695 | $131,366,695 | PRESIDENT & CEO | $1,934,413 | Same NTEE code E12, revenue within 2x |
| SPARROW HEALTH SYSTEM | MI | E12 | $166,529,589 | $165,608,642 | TREASURER | $1,638,233 | Same NTEE code E12, revenue within 2x |
| PENN HIGHLANDS HEALTHCARE | PA | E12 | $148,502,978 | $143,836,414 | Chief Executive Officer | $1,404,204 | Same NTEE code E12, revenue within 2x |
| CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION INC | MA | E12 | $93,476,479 | $101,111,212 | Director | $2,676,100 | Same NTEE code E12, revenue within 2x |
| ELIZABETH GAMBLE DEACONESS HOME ASSOCIATION | OH | E12 | $83,186,497 | $56,430,794 | PRESIDENT & CEO | $201,150 | Same NTEE code E12, revenue within 2x |
| SEATTLE CHILDRENS HEALTHCARE SYSTEM | WA | E12 | $90,680,689 | $20,004,594 | CEO/NON-VOTING EX OFFICIO TRUSTEE | $2,856,316 | Same NTEE code E12, revenue within 2x |
| HEALTH QUALITY PARTNERS OF SOUTHERN CALIFORNIA | CA | E12 | $205,707,381 | $198,569,118 | CEO | $601,404 | Same NTEE code E12, revenue within 2x |
| NORTHWEST COMMUNITY HEALTHCARE | IL | E12 | $131,361,763 | $211,975,398 | System President and CEO | $5,191,626 | Same NTEE code E12, revenue within 2x |
| GOOD SHEPHERD REHABILITATION NETWORK | PA | E12 | $82,603,715 | $58,893,845 | CMO & SVP | $836,839 | Same NTEE code E12, revenue within 2x |
| ASSOCIATED PHYSICIANS OF HARVARD FACULTY PHYSICIANS AT BETH ISREAL | MA | E12 | $286,190,282 | $278,372,291 | DIR; ORTHO SURG CHF BIDMC/CHR HMFP | $1,254,682 | Same NTEE code E12, revenue within 2x |
| HEARTHSTONE SENIOR COMMUNITIES INC | PA | E12 | $100,712,066 | $100,468,980 | ADMINISTRATOR | $225,848 | Same NTEE code E12, revenue within 2x |
| HUDSON EAST RIVER SYSTEMS LLC | NY | E12 | $156,888,599 | $8,447,543 | PRESIDENT | $3,273,376 | Same NTEE code E12, revenue within 2x |
| UNIVERSITY OF MARYLAND FACULTY PHYSICIANS INC | MD | E12 | $108,819,240 | $93,478,406 | Trustee & PRESIDENT | $1,140,803 | Same NTEE code E12, revenue within 2x |
| PARKER INSTITUTE FOR CANCER IMMUNOTHERAPY | CA | E12 | $180,131,815 | $53,795,577 | CHIEF BUSINESS OFF. THRU 8/25 | $886,463 | Same NTEE code E12, revenue within 2x |
| VIDANT MEDICAL GROUP LLC | NC | E12 | $322,274,004 | $466,007,992 | CHIEF EXECUTIVE OFFICER | $2,152,599 | Same NTEE code E12, revenue within 5x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $51,614,932 spent · pay $0 · grants $42,791,804 · events $1,817,628
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $42,790,504 | $42,790,504 | - | - | 82.9% | |
| Fees: other services | $6,965,022 | - | $1,051,662 | $5,913,360 | 13.5% | |
| Fees: investment management | $502,671 | - | $502,671 | - | 1.0% | |
| Advertising and promotion | $463,704 | - | $2,619 | $461,085 | 0.9% | |
| Other (as described) | ORG. DUES & MEMBERSHIPS | $261,409 | - | - | $261,409 | 0.5% |
| Office expenses | $260,514 | - | $44,410 | $216,104 | 0.5% | |
| Depreciation and depletion | $110,895 | - | $110,895 | - | 0.2% | |
| Information technology | $91,603 | - | $787 | $90,816 | 0.2% | |
| Occupancy | $82,859 | - | $13,680 | $69,179 | 0.2% | |
| Travel | $46,809 | - | $597 | $46,212 | 0.1% | |
| Fees: accounting | $15,575 | - | $15,575 | - | 0.0% | |
| Other (as described) | BOOKS & SUBSCRIPTIONS | $13,000 | - | $3,985 | $9,015 | 0.0% |
| Conferences, conventions and meetings | $9,067 | - | $257 | $8,810 | 0.0% | |
| Grants to US individuals | $1,300 | $1,300 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $501,908 | $1,808,561 | reported apart | |||
| Total | $51,614,932 | 100% |
2023 · Form 990 · $64,503,775 spent · pay $0 · grants $56,097,082 · events $1,614,363
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $56,095,782 | $56,095,782 | - | - | 87.0% | |
| Fees: other services | $5,838,052 | - | $1,799,470 | $4,038,582 | 9.1% | |
| Fees: investment management | $944,783 | - | $944,783 | - | 1.5% | |
| Advertising and promotion | $563,900 | - | $1,528 | $562,372 | 0.9% | |
| Other (as described) | ORG. DUES & MEMBERSHIPS | $252,477 | - | $1,600 | $250,877 | 0.4% |
| Office expenses | $249,648 | - | $76,853 | $172,795 | 0.4% | |
| Depreciation and depletion | $245,585 | - | $245,585 | - | 0.4% | |
| Information technology | $110,374 | - | $3,129 | $107,245 | 0.2% | |
| Occupancy | $108,120 | - | $32,778 | $75,342 | 0.2% | |
| Travel | $42,054 | - | $4,162 | $37,892 | 0.1% | |
| Fees: accounting | $23,235 | - | $23,235 | - | 0.0% | |
| Conferences, conventions and meetings | $16,026 | - | $1,095 | $14,931 | 0.0% | |
| Other (as described) | BOOKS & SUBSCRIPTIONS | $12,439 | - | $3,846 | $8,593 | 0.0% |
| Grants to US individuals | $1,300 | $1,300 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $816,200 | $1,598,337 | reported apart | |||
| Total | $64,503,775 | 100% |
2022 · Form 990 · $45,016,290 spent · pay $0 · grants $36,891,227 · events $1,245,562
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $36,889,477 | $36,889,477 | - | - | 81.9% | |
| Fees: other services | $5,478,377 | - | $1,779,831 | $3,698,546 | 12.2% | |
| Fees: investment management | $952,422 | - | $952,422 | - | 2.1% | |
| Advertising and promotion | $563,684 | - | $4,723 | $558,961 | 1.3% | |
| Depreciation and depletion | $257,694 | - | $257,694 | - | 0.6% | |
| Office expenses | $237,638 | - | $64,432 | $173,206 | 0.5% | |
| Other (as described) | ORG. DUES & MEMBERSHIPS | $220,442 | - | $4,383 | $216,059 | 0.5% |
| Information technology | $210,767 | - | $34,686 | $176,081 | 0.5% | |
| Occupancy | $140,499 | - | $41,715 | $98,784 | 0.3% | |
| Travel | $32,431 | - | $6,223 | $26,208 | 0.1% | |
| Fees: accounting | $16,450 | - | $16,450 | - | 0.0% | |
| Other (as described) | BOOKS & SUBSCRIPTIONS | $13,347 | - | $4,293 | $9,054 | 0.0% |
| Grants to US individuals | $1,750 | $1,750 | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,312 | - | $842 | $470 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $699,227 | $1,244,250 | reported apart | |||
| Total | $45,016,290 | 100% |
2021 · Form 990 · $38,005,282 spent · pay $0 · grants $30,830,305 · events $430,636
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $30,825,805 | $30,825,805 | - | - | 81.1% | |
| Fees: management | $4,610,419 | - | $1,785,301 | $2,825,118 | 12.1% | |
| Fees: investment management | $1,007,500 | - | $1,007,500 | - | 2.7% | |
| Advertising and promotion | $497,711 | - | $4,680 | $493,031 | 1.3% | |
| Depreciation and depletion | $261,648 | - | $261,648 | - | 0.7% | |
| Other (as described) | Org. dues & memberships | $219,956 | - | $1,965 | $217,991 | 0.6% |
| Information technology | $214,571 | - | $41,785 | $172,786 | 0.6% | |
| Office expenses | $164,557 | - | $44,990 | $119,567 | 0.4% | |
| Occupancy | $103,056 | - | $32,287 | $70,769 | 0.3% | |
| Fees: other services | $44,200 | - | - | $44,200 | 0.1% | |
| Fees: accounting | $24,095 | - | $24,095 | - | 0.1% | |
| Other (as described) | Books & Subscriptions | $17,149 | - | $6,362 | $10,787 | 0.0% |
| Travel | $9,438 | - | $434 | $9,004 | 0.0% | |
| Grants to US individuals | $4,500 | $4,500 | - | - | 0.0% | |
| Conferences, conventions and meetings | $677 | - | $122 | $555 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $256,346 | $429,959 | reported apart | |||
| Total | $38,005,282 | 100% |
2020 · Form 990 · $47,365,051 spent · pay $0 · grants $41,208,816 · events $447,167
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $41,205,816 | $41,205,816 | - | - | 87.0% | |
| Fees: management | $4,110,423 | - | $1,586,291 | $2,524,132 | 8.7% | |
| Fees: investment management | $560,954 | - | $560,954 | - | 1.2% | |
| Advertising and promotion | $405,015 | - | $4,798 | $400,217 | 0.9% | |
| Depreciation and depletion | $266,426 | - | $266,426 | - | 0.6% | |
| Information technology | $231,989 | - | $18,590 | $213,399 | 0.5% | |
| Other (as described) | ORG. DUES & MEMBERSHIPS | $204,596 | - | $1,549 | $203,047 | 0.4% |
| Office expenses | $143,748 | - | $37,135 | $106,613 | 0.3% | |
| Fees: other services | $100,100 | - | - | $100,100 | 0.2% | |
| Occupancy | $97,794 | - | $31,707 | $66,087 | 0.2% | |
| Travel | $15,603 | - | $1,025 | $14,578 | 0.0% | |
| Other (as described) | BOOKS & SUBSCRIPTIONS | $11,930 | - | $4,239 | $7,691 | 0.0% |
| Fees: accounting | $6,560 | - | $6,560 | - | 0.0% | |
| Grants to US individuals | $3,000 | $3,000 | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,097 | - | - | $1,097 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $197,695 | $446,070 | reported apart | |||
| Total | $47,365,051 | 100% |
2019 · Form 990 · $47,035,499 spent · pay $0 · grants $41,093,047 · events $1,370,750
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $41,089,047 | $41,089,047 | - | - | 87.4% | |
| Fees: management | $4,068,617 | - | $1,547,555 | $2,521,062 | 8.7% | |
| Advertising and promotion | $478,457 | - | $7,968 | $470,489 | 1.0% | |
| Fees: investment management | $415,970 | - | $415,970 | - | 0.9% | |
| Depreciation and depletion | $267,526 | - | $267,526 | - | 0.6% | |
| Other (as described) | Org. dues & memberships | $208,149 | - | $4,429 | $203,720 | 0.4% |
| Information technology | $163,654 | - | $5,764 | $157,890 | 0.3% | |
| Office expenses | $137,280 | - | $47,867 | $89,413 | 0.3% | |
| Occupancy | $104,537 | - | $26,963 | $77,574 | 0.2% | |
| Travel | $49,686 | - | $9,967 | $39,719 | 0.1% | |
| Other (as described) | Books & Subscriptions | $23,665 | - | $4,812 | $18,853 | 0.1% |
| Fees: accounting | $17,950 | - | $17,950 | - | 0.0% | |
| Conferences, conventions and meetings | $5,100 | - | $854 | $4,246 | 0.0% | |
| Grants to US individuals | $4,000 | $4,000 | - | - | 0.0% | |
| Fees: legal | $1,583 | - | $1,583 | - | 0.0% | |
| Fees: other services | $278 | - | - | $278 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $1,022,653 | $1,365,650 | reported apart | |||
| Total | $47,035,499 | 100% |
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