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
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
1
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
2
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
3
“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
4
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
5
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.
6
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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.
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
7
OUTSTANDING EDUCATION
NEW MEDICAL SCHOOL: A BEACON OF HOPE FOR CHARLOTTE REGION
A
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.
8
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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.
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
9
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.
10
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
11
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.
12
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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.
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
13
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
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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%
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
15
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
A T R I U M
H E A L T H
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
16
Directors Emeritus
Electa E. McPherson, MBA Senior Vice President, Operations
Kathy Curtis Senior Administrative Assistant Cindy Grier Project Manager
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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.
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
17
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
F O U N D A T I O N
|
2 0 2 1
A N N U A L
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
18
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
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
19
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
20
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
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
21
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
22
Russell A. Salton, III, MD
Julie Levine, PsyD
Carol Wilson
Patrick Balsley
E. Wayne Sparks, Jr., MD
Liz Winer
David Cunningham
Martha Whitecotton
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
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
2 0 2 1
A N N U A L
R E P O R T
|
A T R I U M
H E A L T H
F O U N D A T I O N
23
Evergreen Society
24
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
A T R I U M
H E A L T H
F O U N D A T I O N
|
2 0 2 1
A N N U A L
R E P O R T
2 0 8 E AST BOULE VAR D
|
CHAR LOTTE , NC 28 20 3
|
(70 4) 3 55-40 48
|
ATRIUMHEALTHFO UNDAT IO N.O RG