Atrium Health Foundation Annual Report 2021

Givin

HOPE

ANNUAL REPORT 2021

improve health

OUR MISSION: INSPIRE TRANSFORMATIONAL GIVING TO IMPROVE HEALTH,

elevate hope

ELEVATE HOPE, AND ADVANCE HEALING – FOR ALL.

advance healing

2021 IN REVIEW

A Message from our Board Chair:

2021

In 2021, Atrium Health Foundation set a tremendous tone for the future of healthcare in our community, launching Giving Hope: The Campaign for Atrium Health. The community stepped forward and played a tremendous role in our success! On behalf of our board, we are grateful to all the individuals, family foundations, local and national corporations, and others who have helped us get to this point.

by the Numbers:

Atrium Health has an unwavering commitment to caring for people from all walks of life. So, it comes as no surprise to me that we are taking that to the next level, embracing a campaign that is dedicated to our mission of bringing health, HOPE, and healing – to all. So many of us have experienced, firsthand – my own family included – the lifechanging care Atrium Health has to offer.

174,542 contributions received, totaling

$85.1 million

Although there is still much to accomplish, I am confident that together, we will embrace the bold vision of our healthcare pioneers and achieve our $500 million goal.

With gratitude,

19,039 donors Mandy Houser Board Chair, Atrium Health Foundation

$1.26 million in online contributions raised

79 email campaigns sent with

Dear Friends, This past year certainly demonstrated that we are privileged to live in such a philanthropic community – and one that grasps the importance of learning and health. The response to our Giving Hope campaign has been overwhelming, with $100 million in commitments in 2021, marking a record year.

16,013 opens

From the transformational gifts in support of exemplary facilities, new pathways to care, and future learning opportunities – to gifts that are helping advance research and education and improve access for the underserved – our donors are making a positive impact on the communities we serve.

579 social media posts;

15,000 engagements; 7,700 followers

As we reflect upon our successes, we not only celebrate, but we anticipate what lies ahead, as we continue to develop new relationships and share novel ideas. Thank you for helping us shape the future of healthcare for your family, friends, and neighbors.

Armando Chardiet President, Atrium Health Foundation

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PARTNERS GIVING HOPE THE DUKE ENDOWMENT $2 million Provided generous support for several of Atrium Health’s community health programs, increasing access to patient care

SARLA, TANSUKH, AND RAJESH GANATRA $750,000 Funded care advancements in orthopedic surgery, cardiovascular care, and endocrinology

WALMART AND SAM'S CLUB $368,000 Raised for Levine Children’s Hospital during the annual Children’s Miracle Network Hospitals campaign

WELLS FARGO CHAMPIONSHIP

SANDY SHELTON

$300,000 Donated to support the translational research of Dr. Jeffrey Huo within the Levine Children’s pediatric oncology research laboratory

$250,000 Donated to support innovative bladder cancer research at Levine Cancer Institute

AMERICAN CANCER SOCIETY

PAULA TAKACS FOUNDATION

GAMBRELL FOUNDATION

$240,000 Granted to provide cancer patients and caregivers temporary lodging necessary for medical appointments

$225,000 Funded sarcoma research and treatment advancements at Levine Cancer Institute and Levine Children’s Hospital

$187,000 Granted to Atrium Health Carolinas Rehabilitation’s Adaptive Sports & Adventures Program

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MICHAEL AND JENNIFER HOWARD $250,000 Donated to support the Pediatric Nephrology Center of Excellence at Levine Children’s

SWIM ACROSS AMERICA

DAVID AND JULIE SHEFFER

$170,000 Raised for leukemia research and clinical trials at Levine Cancer Institute and Levine Children’s Hospital

$150,000 Committed to the Giving Hope Campaign for Atrium Health

SPEEDWAY CHILDREN'S CHARITIES

COSTCO

24 FOUNDATION

EASTWOOD HOMES

$128,000 Raised for Levine Children’s Hospital during the annual Children’s Miracle Network Hospitals campaign

$110,000 Raised for cancer survivorship and wellness programs at Levine Cancer Institute and Levine Children's Hospital

$1 million Surpassed the special milestone through over a decade of fundraising for Levine Children’s Hospital

$140,000 Supported renovations at Atrium Health Behavioral Health Charlotte to enhance pediatric patient care

WITH SPECIAL THANKS TO OUR EVENT SPONSORS:

A NIGHT AT THE DRIVE-IN

KEEP POUNDING 5K

HOPEBUILDERS 5K

PNC Rodgers Builders Office Environments Truist Wells Fargo Hendrick Motors of Charlotte Carolina Panthers Charlotte Motor Speedway

Rodgers Builders JELD-WEN Genentech APM Terminals SPX FLOW AstraZeneca WSOC-TV

Barings Collins Aerospace SteelFab Inc. WSOC-TV Boingo Graphics

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“It is my hope that the commitments to the Giving Hope campaign continue to inspire others to step forward, support economic growth, and help advance opportunities at Atrium Health that impact our community for years to come.“ — HUGH MCCOLL

“My family continues to be inspired by the team at Atrium Health as they transform healthcare in our community. It is our privilege to support the health system's vision for the future through the Giving Hope campaign.”

— TANSUKH GANATRA

“The Duke Endowment and Atrium Health have long shared a commitment to helping others. Together, through continued philanthropic investments, we can make an indelible impact on the health of our communities for generations to come."

— LIN HOLLOWELL

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Courtesy of NBBJ. Rendering subject to change.

Atrium Health Foundation Campaign Cabinet

Givin

HOPE

Campaign Vice-Chairs, Physicians

Cabinet Beverly Ladley Atrium Health Foundation Board

Scott Rissmiller, MD Executive Vice President, Chief Physician Officer

Doug Lebda Atrium Health Foundation Board

Lorri Ayers, MD Atrium Health Adult Concierge & Executive Medicine

Luther Lockwood, II Atrium Health Foundation Board

Claude T. Moorman, III, MD President, Musculoskeletal Institute

Sonja Nichols Atrium Health Foundation Board

James E.S. “Jim” Hynes Honorary Campaign Chair

Stacy Nicholson, MD, MPH Enterprise President, Children’s Services

Manuel Rey Atrium Health Foundation Board

Campaign Vice-Chairs

Derek Raghavan, MD, PhD President, Levine Cancer Institute

THE CAMPAIGN FOR ATRIUM HEALTH

Campaign Leadership Hugh McColl Jr. Campaign Kick-Off Chair

Tom Finke Adara Acquisition Corp.

Geoff Rose, MD President, Sanger Heart & Vascular Institute

Greg Olsen Atrium Health Foundation Board

Pat Rodgers Rodgers Builders Mike Rucker Atrium Health Foundation Board Felix S. Sabates, Jr. Atrium Health Foundation Board Emeritus

Cabinet Luke Kissam Bernhard Capital Partners Katy Knox Bank of America Edward J. Brown III Chair, Atrium Health Enterprise Board Angelique Vincent-Hamacher Chair, Atrium Health Board of Commissioners Eugene A. Woods Atrium Health President & CEO Julie Ann Freischlag Chief Academic Officer, Atrium Health Chief Executive Officer, Atrium Health Wake Forest Baptist Dean, Wake Forest School of Medicine

Howard Bissell, III Atrium Health Foundation Board

David Secrest Atrium Health Foundation Board

Erskine Bowles Community leader

David Sheffer Atrium Health Foundation Board

Jeffrey Brown Ally Financial Todd Collins Atrium Health Foundation Board Hugh S. “Beau” Cummins III Atrium Health Foundation Board

Vicki Sutton Atrium Health Foundation Board Emeritus Dr. Stanley Tennant '78 WFSOM, President, Medical Alumni Association

Frank Dowd Charlotte Pipe & Foundry Mac Everett Former Atrium Health Foundation Board Harvey Gantt Community leader

Ken Haynes Atrium Health EVP

Jeff & Ingrid Gordon NASCAR

Mandy S. Houser Atrium Health Foundation Board

May Beverly Hemby Atrium Health Foundation Board

Armando L. Chardiet Atrium Health Foundation President

Dewey Jenkins Morris-Jenkins

Lisa Marshall Chief Philanthropy Officer VP, Office of Philanthropy and Alumni Relations Atrium Health Wake Forest Baptist

Michael Salvino Atrium Health Foundation Board

Greg Johnson Atrium Health Foundation Board

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HEALTHY COMMUNITIES

COMMUNITY OUTREACH PROGRAMS EXPAND ACCESS TO CARE Atrium Health Community-Based Virtual Care Atrium Health Community-Based Virtual Care is connecting residents in vulnerable neighborhoods to primary and pediatric care by partnering with community organizations like schools, YMCAs, camps, faith communities, and

Levine Cancer Institute Community Screenings Atrium Health Levine Cancer Institute’s Disparities & Outreach program is eliminating barriers to care by bringing cancer screenings to rural and underserved populations across

other community meeting points across the Charlotte region. The innovative program, which utilizes special technology to link patients to a remotely located Atrium Health physician or advanced practice provider, received support from Kohl's Cares, Blue Cross and Blue Shield of

North Carolina, Corning Foundation, and the Ann P. Miller Charitable Trust.

the Carolinas. Through charitable support, Levine Cancer Institute conducts free screenings for some of the most common cancers, including breast, colorectal, head and neck, lung, prostate, and skin cancer. Screenings are critical to detecting cancer when it

is most treatable. In addition to providing free screenings for uninsured and underinsured members of the community, Levine Cancer Institute experts provide important health education and, if cancer is detected, navigation through treatment.

Levine Cancer Institute: Project PINK and Project PINK Plus are increasing access to life-saving mammograms for residents of Mecklenburg and surrounding counties. In partnership with Charlotte Radiology, the program’s state-of-the-art mobile breast center travels throughout the community offering free screenings, breast health education, and additional diagnostic care.

Support from the community – including donations from the Charlotte Knights, Brasfield & Gorrie, North Carolina Adult Soccer Association, Coca-Cola Consolidated, and many others – funded 16 community screenings in 2021, providing breast cancer care for those in greatest need.

Levine Cancer Institute Lung B.A.S.E.S. (Bringing Awareness, Screening & Education to improve Survivorship) 4 Life links rural populations to free lung cancer screenings, education, and support resources. The program, the first of its kind in the nation, utilizes state-of-the-art mobile lung units equipped with CT scanners. To address the growing demand for screenings in highrisk and underserved communities, Lung B.A.S.E.S. 4 Life held its first event in South Carolina in 2021. Initial leading support from The Leon Levine Foundation and Bristol-Myers Squibb Foundation helped launch the program in 2017. Now continued philanthropic commitments from organizations, including the Lung Cancer Initiative of North Carolina, will expand this vital program into communities across the Carolinas.

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HEALTHCARE INNOVATIONS STRENGTHEN COVID-19 RESPONSE Atrium Health Hospital at Home A program created at the beginning of the pandemic, Atrium Health Hospital at Home provides care for patients with COVID-19 in the safety and comfort of

their homes. By using virtual, paramedicine, and telemedicine resources, healthcare workers have provided patient-centered care while reducing unnecessary inpatient admissions. As part of a $749,000 grant awarded by The Duke Endowment, Atrium Health is among the first in the nation to provide a roadmap for advancing Hospital at Home as a sustainable, value-focused standard of care for patient services.

Virtual Behavioral Health As the most comprehensive behavioral healthcare provider in the region, Atrium Health has remained committed to addressing patient health and well-being throughout the pandemic, including expanding teletherapy services and integrating virtual behavioral healthcare into primary care. With a $250,000 grant from The Duke Endowment, Atrium Health is reducing barriers to behavioral health services for children and adolescents.

The program aims to improve healthcare navigation and strengthen the continuum of care for school-age children by providing virtual care and support between traditional visits with care providers.

PHILANTHROPIC COMMITMENTS LAUNCH NEW COMMUNITY PROGRAMS Mobile Primary Care With a $1.2 million gift from The Tepper Foundation, Atrium Health has established a new mobile primary care program to address barriers to care in underprivileged communities. It is the first transformational gift to the innovative program, with funds supporting staffing and infrastructure.

The contribution arose in part from Atrium Health’s demonstrable success in launching the enterprise’s COVID-19 mobile testing and vaccination programs, which reached thousands

of underserved patients who formerly had limited access to care.

Considering social and environmental factors that impact health outcomes, The Tepper Foundation’s gift will also advance Atrium Health’s efforts to address underlying needs of patients living in healthcare deserts. With this support, Atrium Health will extend social service resources to homes and communities where patients reside.

Drive to Thrive As Atrium Health continues to prioritize health equity in Charlotte and surrounding regions, leaders of Atrium Health Women’s Care aim to reach women in every corner of the community with affordable medical care and reproductive education.

Established with a $500,000 gift from benefactors Todd and Barbara Kopczynski, the Drive to Thrive outreach program and mobile medical unit will soon begin serving West Charlotte, and surrounding communities, where residents have limited access to reproductive, maternal, and prenatal care.

This image is a conceptual rendering and is proposed for illustrative purposes only.

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OUTSTANDING EDUCATION

NEW MEDICAL SCHOOL: A BEACON OF HOPE FOR CHARLOTTE REGION

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fter announcing the strategic combination of Atrium Health and Wake Forest Baptist Health in 2020, Atrium Health has embarked on a journey to redefine how care is delivered throughout North Carolina and beyond. In March 2021, the health system announced a 20-acre site in midtown Charlotte as the future home of the second campus of the Wake Forest University School of Medicine.

The two medical school campuses in Winston-Salem and Charlotte will create a new, preeminent regional corridor for health technology and innovation.

Brilliant minds are coming together to advance life-changing care, and community leaders have stepped forward to help usher in a new era of healthcare. In December 2021, Atrium Health Foundation announced a $25 million gift from the Howard R. Levine Foundation to name the signature academic building.

The Howard R. Levine Center for Education will house the school of medicine, as well as Wake Forest University School of Business, Wake Forest School for Professional Studies, and Carolinas College of Health Sciences.

Howard R. Levine

The $25 million donation from the Howard R. Levine Foundation is the first major gift tied to the new school of medicine and its campus.

The two campuses of the Wake Forest School of Medicine will create a next-generation, academic learning health system featuring: • One of the most diverse learning bodies in the country – producing a generation of medical professionals representative of the communities we serve.

• A new, preeminent regional corridor for health technology and innovation that will focus on improving health by bringing new medicines and treatments to patients and advancing economic equity.

• Expanded research capabilities across a large, diverse market to drive discoveries that improve the health of our patients and communities.

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ENDOWMENT HONORS COMMUNITY HERO As part of the Giving Hope campaign, Atrium Health established the Bishop George E. Battle Jr. Scholarship Endowment to honor Bishop Battle’s longstanding service to Charlotte and support the continuing education of those living in underserved communities. Through initial seeding from Atrium Health, the endowment will benefit those pursuing a degree in health sciences at an Atrium Healthaffiliated college or university, including Wake Forest University School of Medicine, Carolinas College of Health Sciences, and Cabarrus College of

Health Sciences.

Atrium Health Foundation has engaged the community to match Atrium Health’s initial commitment to create a $10 million fund by the time the first students are seated at the Wake Forest University School of Medicine Charlotte campus in 2024. The endowment has since received overwhelming support from hundreds of donors and community leaders, including leading support from Margaret & Smoky Bissell and Andy & Mac Everett.

An emeritus member of the Atrium Health Board of Commissioners and the Atrium Health Foundation Board of Directors, Bishop Battle is a lifelong advocate for at-risk youth and those economically disadvantaged.

First Graduating Class of the Sandra and Leon Levine Psychiatry Residency Program Meet the first graduating class of the Sandra and Leon Levine Psychiatry Residency Program (L-R): Veronica Ridpath, DO; April Schindler, MD; and Mihika Batavia, DO. The four-year accredited program, which first opened in 2018 at Carolinas Medical Center, was initiated by a $3 million commitment from The Leon Levine Foundation.

Hendrick Family Endowed Professorship in Pediatric Orthopaedic Surgery A $2.5 million gift from Rick and Linda Hendrick established the Hendrick Family Endowed Professorship in Pediatric Orthopaedic Surgery. Dr. Peter M. Waters joined Atrium Health Musculoskeletal Institute in fall 2021 as the first recipient of the Professorship. With a vision to enhance care for patients with congenital hand disorders, the endowment will support medical research, clinical trials, and related programs.

Wayland H. Cato, Jr. Nursing and Allied Health Endowed Scholarship Fund A $1 million commitment from the Wayland H. Cato, Jr. Foundation will help train a new generation of nurses and allied health professionals. The transformational gift will benefit the Wayland H. Cato, Jr. Nursing and Allied Health Endowed Scholarship Fund, providing scholarship assistance to students at Carolinas College of Health Sciences, as well as advanced training for allied health professionals at Atrium Health.

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PREEMINENT RESEARCH CLINICAL TRIAL PROVIDES HOPE FOR PATIENTS WITH RARE CHILDHOOD CANCERS In December 2021, Atrium Health Levine Children’s enrolled its first patient in an innovative pediatric oncology clinical trial.

The trial, intended for patients with rare childhood cancers – including diffuse intrinsic pontine glioma (DIPG) and recurrent neuroblastoma – tests an innovative combination of molecular-guided therapy and personalized immunotherapy.

The treatments use the unique genetic information of an

individual child’s cancer to design the approach to care.

The clinical trial has received leading support from Caroline’s PEACH Foundation and Beat Childhood Cancer Foundation.

Additional funding has been provided by the Isabella Santos Foundation, Milan’s Miracle Fund, Brooke’s Blossoming Hope for Childhood Cancer Foundation, Alex Mandarino Foundation, and the Heineman-Robicsek Foundation.

Dr. Giselle Sholler

The clinical trial is headed by Dr. Giselle Saulnier Sholler, chair of the Beat Childhood Cancer Research Consortium and director of the Isabella Santos Foundation Rare & Solid Tumor Program at Atrium Health Levine Children’s; and Dr. Duane Mitchell, co-director of the Preston A. Wells Jr. Center for Brain Tumor Therapy at the University of Florida.

POTENTIAL TREATMENT FOR ONE FORM OF MUSCULAR DYSTROPHY DISCOVERED AT ATRIUM HEALTH In September 2021, the U.S. Food and Drug Administration (FDA) gave “fast track” designation to investigate a potential new treatment for limb-girdle muscular dystrophy type 2i (LGMD2i), that originated in Atrium Health’s McColl-Lockwood Laboratory for Muscular Dystrophy Research. The therapy, BBP-418, provides a novel approach that targets the rare disease at its source.

Generally diagnosed in young people ages 5 to 20 years old,

LGMD2i produces a slowprogressing muscle weakness that leads to loss of mobility and, in some cases, cardiac and respiratory failure.

Biotech companies and startups like BridgeBio and ML Bios Solutions – coupled with philanthropic support from the McColl and Lockwood families, Muscular Dystrophy Association, and other community supporters – are driving the success of the McColl-Lockwood Lab.

Dr. Qi Long Lu, director of the McColl-Lockwood Lab at Atrium Health and scientific co-founder of ML Bio Solutions, initially developed the potential treatment for limb-girdle muscular dystrophy. He presented his research at the prestigious Muscular Dystrophy Association (MDA) Virtual Clinical & Scientific Conference in March 2021.

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PROMISING THERAPY REVOLUTIONIZES CANCER TREATMENT Every day, physician leaders at Atrium Health Levine Cancer Institute are making lifechanging discoveries in the early detection and treatment of cancer. Notably, advances in CAR T-cell therapy are providing hope for patients diagnosed with cancers considered untreatable, particularly lymphoma.

A type of immunotherapy that supercharges blood cells to fight cancer, CAR T-cell therapy has proven effective in patients who have not responded

favorably to traditional chemotherapy. Levine Cancer Institute is one of the first cancer care centers nationwide offering this treatment for non-Hodgkin lymphoma and other cancers.

These developments in cancer treatment are made possible through philanthropy, including a $1 million gift from Jan and Ed Brown III. The transformational gift will help to shape the trajectory of cancer care at Levine Cancer Institute for years to come.

DISTINGUISHED CHAIR ESTABLISHED TO ADVANCE IMMUNO-ONCOLOGY PROGRAM A new era in personalized therapies for cancer is being launched with a $1 million gift from the Gayle J. and Charles C. Tallardy III Foundation to establish an endowment at Levine Cancer Institute. The endowment will provide funding to advance research at Levine Cancer Institute, including strategic investments in clinical trials and supportive oncology studies for immunotherapy, as well as studies of molecular prediction and prognostication.

David M. Foureau, PhD, associate professor of medicine and research group director of LCI’s Immune Monitoring Core Laboratory, is the first recipient of the Gayle J. and Charles C. Tallardy III Foundation Distinguished Chair in Clinical Research.

Immunotherapy, a form of biological therapy that uses a person’s own immune system to fight cancer, allows researchers to create personalized therapies to better target the disease. < David M. Foureau, PhD

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EXEMPLARY FACILITIES

TRANSFORMATIONAL GIFT SETS PACE FOR CAROLINAS REHABILITATION’S NEW FLAGSHIP FACILITY

David Conlan

A

$30 million gift from Margaret & Smoky Bissell and Bissell Ballantyne & Annette Siverling will name the David L. Conlan Center at the new Atrium Health Carolinas Rehabilitation, slated to open in late 2022. The gift honors the late David Conlan – a longtime friend, colleague, and trusted advisor of Smoky Bissell – who passed away in August 2021.

The David L. Conlan Center will anchor Carolinas Rehabilitation’s new flagship facility that will replace the current building constructed in the 1970s. Upon completion, the 150,000-square-foot specialized hospital will feature 70 private patient rooms, a 9,300-square-foot outpatient clinic, an outdoor therapy garden, an aquatic therapy program, and a center for independent living to help patients relearn activities for daily life.

In addition to naming the David L. Conlan Center, the Bissell gift will be used to advance the reach, geography, and efficacy of rehabilitation services and programs offered by Carolinas Rehabilitation, which is nationally recognized by the American Hospital Association for its commitment to quality care.

LEVINE CHILDREN'S MEDICAL PLAZA WILL MARK NEW CHAPTER IN CHILDREN’S HEALTHCARE The Levine Children’s Medical Plaza is undergoing a complete renovation, projected for completion in 2025. The outpatient center will offer efficient, coordinated care and a support system for patient families. Several transformational gifts made in 2021 have supported the facility.

A $1 million gift from Reneé and Dewey Jenkins will name the Reneé and Dewey Jenkins Conference Center, which will serve as an essential communications hub and gathering place for small and large groups of visitors, hospital staff, and patients.

A $1 million gift from the Charlotte-based WARD’s Foundation will establish the Ward Winslett Center for Pediatric Rare Disease.

The Center will provide patients with access to an array of services under one roof, ensuring that families spend less time traveling and in appointments, and more quality time with their children.

Thanks to overwhelming community support received in 2021, along with the continued generosity of benefactors like Greg and Kara Olsen, Bevie Hemby, and many others, Levine Children’s will continue to transform pediatric specialty care in the Charlotte region.

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KENILWORTH MEDICAL PLAZA OPENS, INCREASING ACCESS TO HEART CARE As part of its commitment to transform healthcare within the Charlotte region, Atrium Health opened Kenilworth Medical Plaza I and II in April 2021. The 400,000-square-foot plaza provides access to outpatient care across the medical spectrum, including Atrium Health Sanger Heart & Vascular Institute, Atrium Health Neurosciences Institute, Atrium Health Pharmacy, Atrium Health Perspective Health & Wellness, gastroenterology, infectious disease, palliative care, pulmonology, and urology.

Kenilworth Medical Plaza I now serves as the flagship location for Sanger Heart & Vascular Institute, providing many of its outpatient services under one roof. The new facility offers comprehensive, patient-centered cardiovascular care,

for all. With the expansion of Sanger Heart & Vascular Institute, patients have unprecedented access to clinical care and patient programs recognized by industry experts to be among the best of the best, including a state-of-the-art cardiac rehabilitation suite, advanced imaging technologies and clinical research, leading surgical techniques, and a vast range of sub-specialty cardiovascular services.

Several contributions in 2021 provided key support for the facility, helping to shape heart care in Charlotte: A $2.5 million gift from Margaret and Smoky Bissell established a new endowed chair at Sanger Heart & Vascular Institute. The contribution, made in honor of Sanger president Dr. Geoffrey A. Rose, will bolster research, educational opportunities, and special projects related to cardiovascular medicine.

A $2 million gift from the William, Jeff and Jennifer Gross Family Foundation is supporting the Center for Cardiovascular Care Transformation, housed in the new Sanger Heart & Vascular Institute. The Center serves as the catalyst for innovation in education, research, and clinical care pathways necessary to support foundational change in the delivery of cardiovascular care.

A $1 million gift from The Leon Levine Foundation has named the Sandra & Leon Levine Auditorium at Kenilworth.

The 150-seat, state-of the-art auditorium will provide

enhanced opportunities for medical professionals to receive continuing cardiovascular education.

A $500,000 gift from Charlie and Kathy Izard, coupled with a $1.5 million commitment through a planned gift, established the Izard Family Fund for Excellence in Women’s Cardiovascular Care and the Izard Family Distinguished Chair in Cardiovascular Medicine. Funding will support Sanger's recruitment of industry experts to address women’s cardiovascular health.

A $500,000 gift from Sarah and Tim Belk, Jr. has named the Sarah & Tim Belk Community Kitchen. The demonstration kitchen features expansive cooking and instructional space, allowing for a hands-on approach to heart-healthy eating.

Chefs will showcase culturally relevant and heart healthy recipes to help patients better manage their chronic disease.

Since first opening as an urgent care facility in 1987, Atrium Health Pineville has experienced exponential growth. The grand opening of the hospital’s Palmetto Bed Tower in December 2021 has increased the hospital’s capacity from 262 licensed beds to 307, improving access to care for patients in the South Charlotte region. Philanthropy continues to shape its growth and recognition as one of the top hospitals in the region.

Atrium Health Union West put the finishing touches on its flagship, 150,000-square-foot facility, which will expand care to the growing population in western Union County. The state-of-the-art campus includes an acute care hospital, emergency department, and specialty care center in one convenient location.

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ANNUAL FINANCIAL HIGHLIGHTS

2021 SUMMARY IN THOUSANDS

Assets Receivables

$ 95,137

Cash & Investments

393,937

Other

10,454

Total Assets

$ 499,528

Liabilities & Net Assets Grants & Accounts Payable

$

Other Liabilities

2,135 994

Revocable Funds Managed for others

2,417

Net Assets

493,982

Total Liabilities & Net Assets

$ 499,528

Revenues Net Contributions

$ 83,174

Net Investment Gains

51,488

Total Revenues

$ 134,662

Grants & Expenses Grants

$ 30,830

General Administrative

1,942

Fundraising

3,964

Depreciation

262

Total Grants & Expenses

$ 36,998

Net Assets

14

Change in Net Assets

$ 97,664

Net Assets Beginning of Year

$ 396,319

Net Assets End of Year

$ 493,983

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TOTAL ASSETS

NET CONTRIBUTIONS RECORDED

(MILLIONS)

GRANT EXPENDITURES (MILLIONS)

(MILLIONS)

83.2

499.5

41.1

41.2 2020

36.3 30.8

33.7

34.9

34.0

37.4

35.0

404.1 368.2

2019

331.5

355.3 2017

2018

2019

2020

2021

2017

2018

2019

2020

2021

2017

2018

FUND ALLOCATION EDUCATION

RESEARCH 9%

FACILITIES

7%

21% PROGRAMS 63%

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2021

Atrium Health Foundation Board of Directors

Staff

President’s Office

Development

Mandy S. Houser, Chair

Armando L. Chardiet President

Helen Kernodle Senior Development Officer

Howard Bissell, III

June Laubinger Executive Assistant

Elizabeth Rodriguez Senior Development Officer

Strategic Relations

Kelsey Wilson Senior Development Officer

Kirstin Ashford Vice President, Chief of Staff

Taylor Sherman Development Officer

Todd Collins Hugh S. “Beau” Cummins III May Beverly Hemby Greg Johnson Beverly Ladley Doug Lebda

Kathleen LeFever Director, Strategic Relations & Communications Kaley Tyler Director, Donor Relations & Stewardship

Foundation & Corporate Giving

Luther Lockwood, II

Rachel Ellis Assistant Vice President, Grants & Foundation Relations

Sonja Nichols

Manuel Rey

Leslie Sykes, JD Director, Corporate Relations

Anita McClary Manager, Donor Facilitated Services

Mike Rucker

Patricia Beckas Project Manager

Katelyn Dubois Development Officer

Greg Olsen

Michael Salvino David Secrest

Ellyn Brotherton Senior Development Officer

David Sheffer

Erin Hampson Development Officer

Finance & Operations Kayla Longenecker Development Officer Madeline Yih Development Officer

Julian Ryan Heidelberg, MBA Director, Prospect Development

Development

Katherine Schmitt Director, Financial Services

Mark L. Griffith, CFRE Vice President, Development Ryan Marshall Assistant Vice President, Development

Candice Hagins, MBA Financial Services Manager

Beth Braxton Director, Development

Benjamin Herman Project Manager

Holli Helms Director, Development

M.L. Marley Supervisor, Data Management & Donor Information

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James E.S. "Jim" Hynes Felix S. Sabates, Jr.

Vicki Sutton Elizabeth Haggart Project Manager, Prospect Development

Maranda Bradley Accountant II

Sarah Trimmer Director, Development

Bishop George E. Battle, Jr.

Lori Sklut

Kellie McGregor Assistant Vice President, Development

Page Ramsay Stroup, MS Director, Development

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Directors Emeritus

Electa E. McPherson, MBA Senior Vice President, Operations

Kathy Curtis Senior Administrative Assistant Cindy Grier Project Manager

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Corporate Partners

5th Street Group

Eastwood Homes

RE/MAX Executive Realty

AbbVie

Epic Systems Corporation

Relevant Engineering

Accenture

Fifth Third Bank

Robinson Bradshaw, PA

AccessOne MedCard, Inc.

Genentech, Inc.

Rodgers Builders, Inc.

Ace Hardware Corporation

Great Clips, Inc.

Scope Anesthesia

Albemarle Foundation

Hendrick Automotive Group

Speedway

Ally Financial

IHOP Restaurants

AptarGroup Charitable Foundation

Interstate Contract Cleaning Services, Inc.

Spencer Spirit Holdings, Inc. (Spirit of Children)

AT&T Foundation

Stantec Consulting Services, Inc.

J. E. Dunn Construction Company

Summer Classics

J. P. Morgan

Syncot Plastics, Inc.

JELD-WEN, Inc.

Truist Financial

Johnson & Johnson

Turner Construction Company

Kohl's Department Stores

Walmart and Sam's Club

KPMG, LLP

Wells Fargo Bank

Bojangles

Levine Properties

Wootton Packaging Services, Inc.

Brasfield & Gorrie LLC

Little Diversified Architectural Consulting

The Ballantyne Hotel Charlotte Bank of America Barings, LLC Bissell Ballantyne, LLC Blue Cross and Blue Shield of North Carolina

Brighthouse Financial Carolina Panthers

Love's Travel Stops and Country Store

Cato Corporation

Marriott International

CBI Workplace Solutions

McKenney's Inc.

Charlotte Knights

McLane Foodservice Distribution

Charlotte Motor Speedway, LLC

Mechanical Systems & Services, Inc.

Charlotte Pipe and Foundry Company

Medtronic, Inc.

Charlotte Radiology Chick-fil-A Coca-Cola Consolidated Inc. Collins Aerospace Corning Incorporated Costco Wholesale Delta Dental Foundation DP World Americas, LLC Driven Brands Charitable Foundation

Messer Construction Company Morris-Jenkins Company Office Environments, Inc. OrthoCarolina, P.A. Panda Express PetSmart Charities PGA Tour, Inc. PNC Bank Premier, Inc. Publix Super Markets Charities, Inc.

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Foundation & Community Partners

24 Foundation

Foundation For The Carolinas

5MPOWER Foundation

Foundation for the Charlotte Jewish Community

Adam Faulk Tanksley Foundation

Alex Mandarino Foundation

Gambrell Foundation

OMeGA Medical Grants Association The Paula Takacs Foundation for Sarcoma Research

The ALS Association

The Gayle J and Charles C Tallardy III Foundation

American Cancer Society

Gee Family Foundation

Anne Wojcicki Foundation

The George Shinn Foundation, Inc.

AO North America Charitable Foundation

Good Fellows Club, Inc.

Arts for Life

Heineman-Robicsek Foundation, Inc.

Beat Childhood Cancer Foundation

Hendrick Family Foundation

Sam Day Foundation

Bosom Buddies Benefit Organization, Inc.

Howard C. and Margaret G. Bissell Foundation of Foundation For The Carolinas

The Shelton Foundation

Bristol-Myers Squibb Foundation

Howard R. Levine Foundation

Caroline's P.E.A.C.H. Foundation

Hyundai Hope on Wheels

Society to Improve Diagnosis in Medicine Inc.

Center for Orthopaedic Trauma Advancement

Intuitive Foundation

Speedway Children's Charities

The Isabella Santos Foundation

The Springsteen Foundation

Jeff Gordon Children's Foundation

Swim Across America

Charlotte Ballet

Joedance Film Festival, Inc.

Tarwater Family Foundation

Christopher and Dana Reeve Foundation

John M. Belk Endowment

Teal Butterfly Challenge

City of Charlotte

The Kerry & Simone Vickar Family Foundation

Teal Diva

Colon Cancer Coalition

The Leon Levine Foundation

Cystic Fibrosis Foundation

The Leukemia & Lymphoma Society, Inc.

Champions for Education - Wells Fargo Championship

Dan and Linda Gordon Family Foundation David and Nicole Tepper Foundation

Wayland H. Cato, Jr. Foundation

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The William, Jeff and Jennifer Gross Family Foundation Wyss Medical Foundation

Mecklenburg County

Multiple Myeloma Research Consortium, LLC

H E A L T H

W. L. Gore & Associates, Inc.

Mattei Foundation

Foundation For Surgical Fellowships

Smart Start of Mecklenburg County

The Tepper Foundation

Martin Truex Jr. Foundation, Inc.

Miles Against Melanoma NC

A T R I U M

SAGES

Levine-Sklut Family Foundation

The Flo & Chet Kaugher Foundation

Receptions for Research: The Greg Olsen Foundation Ryan Seacrest Foundation Inc.

Lung Cancer Initiative of North Carolina

The Dickson Foundation, Inc. The Duke Endowment

The Purple Promise Foundation to End Melanoma

Louis M Plansoen Foundation

The DeAngelo Williams Foundation

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Musicland Gift Foundation, Inc.

Friends Fighting Cystic Fibrosis, Inc.

Alex Hemby Foundation

Muscular Dystrophy Association, Inc.

R E P O R T

Sanger Heart & Vascular Institute Board of Ambassadors

Charlie Izard, Chair

Travis Hain

Georganna Moore

Robert Adams

Jane Harrell, MD

Albert Nalibotsky

Tim Belk, Jr.

Bill Hyder

Scott Perper

Cathy Dawson

Kimberly Mauney

John Petrone

Tom Ewing

Hugh McColl, III

Geoff Rose, MD

John Fox

Laura McGirt

Grant Schoonmaker, Jr.

Chris Gammon

Chase Monroe

Nick Trivisonno

Levine Cancer Institute Leadership Council

Edward Copelan, MD

Jeffrey Kneisl, MD

Page Ramsay Stroup, MS

Smoky Bissell

Spencer Lueders

Vicki Sutton

Ed Brown, III

Steve Luquire

Susan Udelson

Armando Chardiet

Derek Raghavan, MD, PhD

Kerry Vickar

Mac Everett, III

Mike Salvino

Declan Walsh, MD

Tommy Hall

Lori Sklut

Eugene A. Woods

Levine Cancer Institute Breast Cancer Advisory Board

Andrea Bierce

Heather Hines

Moira Quinn

Erin DeMarco

Jill Marcus

Cyndi Thilo

Diane Glenn

Suzie Pignetti

Kristie Tighe

Levine Cancer Institute Gynecologic Cancer Advisory Committee

Janine DeFeo

Cathleen Lanik-Wesolek

Prince Witt

Kay Elder

Vicky Neer

Jerry Zellmer

Monica Gary

Shannon Routh

Rick Zuber, PhD

Jennifer Johnson

Wanda Shearin

Rae Krelitz

Julie Snyder

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Levine Cancer Institute Melanoma Advisory Committee

John Amols

Lourdes Gee

Jeffrey McEwen

Kathy Carver

Suzie Guerin

Anne Pipkin

Cutter Davis, Jr.

David Hodgkins

Bill Row

Andy Everett

Chic Huber

Mark Swanson, MD

Kathryn Ford

Heather Joyner

Levine Children's Hospital Board of Ambassadors

Manuel Rey, Chair

Mac Everett, III

Javier Oesterheld, MD

Janice and Aric Almirola

Kathy and Craig Fainstein

Noah Pollack

Weston Andress

David Fisher, MD

Blaine Predmore

Bruce Bellamy

Richard Hinkebein

Dan Rajkowski

Candy Bing

Dewey Jenkins

James Reichard

Smoky Bissell

Beverly Ladley

Diane Restaino

Ron Brooker

Thomas Maxey, MD

David Secrest

Mike Conley

Martha Ann McConnell

Kourosh Sharifi

Amy Dawson

Anna McCoy

Erin and Geoff Shaw

R. Steven DeGeorge

Matthew McLanahan

Vicki Sutton

George Dewey, IV

Marc Michael, Jr.

Amy Welton

Callie Dobbins

Matt Moore

Don Williams

Sue Dupuis

Amy Norman

Caroline and Trey Winslett

Jubal Early, Sr.

Joseph Norman

Koko Zitsos

2021 Levine Children's Gala Committee

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Kirstin Ashford

Emily and Tyler Johnson

Tiffany and Scott Smith

Candy and Darren Bing

Kellie McGregor

Leslie Sykes

Stephanie and Howard Bissell

Sarah Beth Munson

Nazy and Durham Weeks

Monica and Armando Chardiet

Kara and Greg Olsen

Amy and Martin Welton

Amy and Alfred Dawson

Ana and Manuel Rey

Joy and Hunter Widener

Mark L. Griffith, CFRE

Natalie and David Secrest

Madeline Yih

Mandy and Todd Houser

Leigh and William Smith

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Levine Children's Hospital Cancer Champions

Lisa Backer

Josh Jones

Katy Ryan

Lynn and Bryant Barnes

Tina and Michael Kanis

Erin Santos

Allison and Jonathan Cowherd

Beverly Ladley

Laura and Dan Schlesing

Jennifer and Jason Cox

Michelle Love

Heather Skinner

Alfred Dawson, Jr.

Kyle Matthews

Amanda and Wes Slocum

Sue Dupuis

Kaye and Bill McMullen

Sharon and Mike Tanksley

Michelle and Steven Gassaway

Yvonne Nagle

Susan Udelson

Bevie Hemby

Michele and Mark Nestel

Kelly Weaver

Becky and Bill Hughes

Maggie and Michael O'Neill

Meg Willit

Susan Johnston

Diane Restaino

Levine Children's Hospital Dreamcatcher Society Advisory Committee

Kirstin Ashford

Natalie and Nick Foy

Sarah Beth Munson

Collins and Fred Byers

Mark L. Griffith, CFRE

Missy and Heath Norman

Whitney and Tripp Carpenter

Brittany and Hunter Jackson

Megan and Thad Walton

Preeti and Vinay Deshmukh

Kellie McGregor

Sarah and Ben Dobson

Amy and Matt Moore

Levine Children's Hospital Nephrology Committee

Beth and Jonathan Aguallo

Jennifer and Michael Howard

MC and Jeff Pilon

Karen and Charles Cauthen

Jennifer Lamothe

Jen and Kyle Smith

Catherine and Aaron Drago

Susan Massengill, MD

Cindy Soliday

Natalie and Nick Foy

Catherine and Compton Newman

Julie and Brandon Wallace

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Family Advisory Council

Katy Brooks

Melisa Larkin

Stacy Roisin

Abby Childers

Clay Locklear

Erin Shaw

Lindsay and Ken Christian

Caroline Magyar-Chabot

Kelly Weaver

Michael Daly, Jr.

Kathryn Martin

Kelsey Wilson

Callie Dobbins

Loree Oliver

Latoya Young

Theresa Henderson

Kimberly A. Ortmayer

Tracy Henely

Jennifer Poulliote

NIC of Time / Cottie & Cake Committee

Lauren Bolshakov

Meghan Hampton

Fran and Donald Russ, MD

Pamela Fisher

Lindsay Howard

Bethany Starin

Lindsay Franks

Chelsea MacMeekin

Megan Walton

Jennifer Godwin

Miranda Miller

Atrium Health Union Advisory Council

Rhett Brown, EdD, Chair

Judy Kennedy

Shawn Morrow, MD

David Smith, Vice-Chair

Eugene Kim, MD

Sally Ormand

Donnie Baucom, Special Advisor

Lynn Kroeger

Tahira Stalberte

Wayne Berg

Richard Long, Jr.

Helen Thomas

Barbara Harrison

Michael Lutes

Behavioral Health Advisory Council

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Russell A. Salton, III, MD

Julie Levine, PsyD

Carol Wilson

Patrick Balsley

E. Wayne Sparks, Jr., MD

Liz Winer

David Cunningham

Martha Whitecotton

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Professional Advisory Council

Gerald Applefield, JD Barry, Evans, Joseph & Snipe

Nick Foy Founder Greenway Wealth Advisors

Billy Morton Managing Director MBL Advisors

Chris Gammon Partner & Co-Founder Verum Partners

Holly Norvell Partner Johnston Allison Hord

Jay Eich The Trust Company of the South

Jessica Hardin Shareholder Robinson Bradshaw

Eric Ridenour Managing Director Colony Family Offices

Densel Fleming CIO Vintage Wealth Management Group

Kerri Mast SVP Private Wealth Management Brown Brothers Harriman

Steve Sims, CFA Vice President New Republic Capital

Debra Foster Debra L. Foster, PLLC

Leah Maybry, CPA Wealth Advisor SignatureFD

Mike Crisp Crisp Cherry McCraw PLLC Gray Dyer, Jr. Dyer & Company, LLC

Physician Advisory Council

Lorri Ayers, MD Perspective Health & Wellness

Mary Hall, MD, FAAFP Medical Education

Derek Raghavan, MD, PhD Levine Cancer Institute

William Bockenek, MD Carolinas Rehabilitation

Brent Matthews, MD Surgery

Scott Rissmiller, MD Administration

Peter Clark, MD Levine Cancer Institute

Claude T. Moorman, III, MD Musculoskeletal Institute

Geoff Rose, MD Sanger Heart & Vascular Institute

Suzanna Fox, MD Women’s Health Services

Stacy Nicholson, MD, MPH Levine Children's Hospital

Anthony Asher, MD Neurosciences Institute

Donna Graves, MD Neurology

James Rachal, MD Psychiatry

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Evergreen Society

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Anonymous (4)

In Memoriam

In Memoriam

Betty and Don Anderson

Anonymous (1)

Elvera & Lewis E. Levine

Christopher Baldwin

Wylie Arnold, Jr.

Charles Lightner

Sarah and Tim Belk

Lucille and Harry Barrett, Jr.

Virginia McEwen

Dorothy and Jim Berry

Michael Black, Jr.

Ann P. Miller

Elinor Caddell

Anita Blumenthal

Catherine B. Miller

Wayland H. Cato, Jr.

Addison G. Brenizer, MD

Robert Miller

Sarla, Tansukh and Rajesh Ganatra

Willard Brown

Irene Millroy

Katie and Mark Griffith

Joseph Bruno

Elizabeth and Ronald Moore

T. Hampton Hopkins, EdD

Ethel Bryant

Eileen Nichols

Deborah Hopper

Melvin Caudle

Patricia Paterson

Peggy and Jim Hynes

Alex Copeland, Jr.

Adeline and Morton Puner

Kathy and Charlie Izard

John Crist, Jr.

Addison Reese

Scott Kerr

Judy and John Crosland, Jr.

Margaret & F.H. Sammy Ross

Dr. Stephen L. Kramer & Family

Joyce Eagle

Warner Shelly

Jane and Hugh McColl, Jr.

Richard L. Eudy

Carole Ann Simpson

Joe Miller

Ruth Flowe

Earle Spaugh

Dorothy and Walter Moser

Rosalie Fountain

Louvene Steele

Donna and Wallace Nunley, Jr., MD

George V. Gilbert

Marietta Stokes

Jacqueline and Louis Pfeiffer

Seddon “Rusty” Goode

Charles Stone

Lori Sklut

Laura “Johnny” Guffey

John A. Vallomy

Susan and Jack Stricker

Cynthia Huntley

A.B. and Harry Winkler, MD

Vicki Sutton

Julia Jones

Vonee Wogens

Nicholas Trivisonno

Ola Kincaid

Elizabeth and Paul Younts

Donaldson Williams

Ninna Lester

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