SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Atrium Health Foundation
 
Employer identification number

56-6060481
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)The Charlotte-Mecklenburg Hospital Authority
PO Box 32861

Charlotte,NC28232
56-0529945 		Governmental Health Care NC 170 (c)(1)   N/A
 
No
(2)Atrium Health Employee Assistance Inc
PO Box 32861

Charlotte,NC28232
85-0548753 		Charitable employee relief program NC 501(c)(3) Line 7 The Charlotte-Mecklenburg Hospital Authority
 
 
No
(3)Atrium Health
PO Box 32861

Charlotte,NC28232
84-3647453 		Healthcare Management NC 501(c)(3) Line 10 The Charlotte-Mecklenburg Hospital Authority
 
 
No
(4)AH Georgia Inc
PO Box 32861

Charlotte,NC28232
83-1707383 		Healthcare Management NC 501(c)(3) Line 10 The Charlotte-Mecklenburg Hospital Authority
 
 
No
(5)AHSNF Inc
PO Box 32861

Charlotte,NC282322861
84-2727303 		Healthcare NC 501(c)(3) Line 3 The Charlotte-Mecklenburg Hospital Authority
 
 
No
(6)1717 Garden Terrace LLC
PO Box 32861

Charlotte,NC282322861
26-0897680 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(7)3021 Nesbitt LLC
PO Box 32861

Charlotte,NC282322861
85-3018530 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(8)ABC Parkway LLC
PO Box 32861

Charlotte,NC282322861
 Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(9)Atrium Health Huntersville ASC LLC
PO Box 32861

Charlotte,NC282322861
86-3426328 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(10)AV Insurance LLC
PO Box 32861

Charlotte,NC282322861
20-5608253 		Insurance NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(11)Carolinas Healthcare Information Exchange LLC
PO Box 32861

Charlotte,NC282322861
35-2437316 		Healthcare Management NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(12)Carolinas Medical Center at Home LLC
PO Box 32861

Charlotte,NC282322861
26-1451047 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(13)Carolinas Shared Services LLC
PO Box 32861

Charlotte,NC282322861
34-1988710 		Healthcare Management NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(14)CHS Fund Strategies Management LLC
PO Box 32861

Charlotte,NC282322861
81-0849277 		Investment Management NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(15)Cleveland Ambulatory Services LLC
PO Box 32861

Charlotte,NC282322861
56-1909421 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(16)East Boulevard 1601 LLC
PO Box 32861

Charlotte,NC282322861
26-1098896 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(17)East Boulevard 1615 LLC
PO Box 32861

Charlotte,NC282322861
 Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(18)Gateway Holdings - Independence LLC
PO Box 32861

Charlotte,NC282322861
 Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(19)Lookout NC Properties LLC
PO Box 32861

Charlotte,NC282322861
85-2992379 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(20)Pineville LTACHRehab Hospital LLC
PO Box 32861

Charlotte,NC282322861
37-1663995 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(21)Union Health Services LLC
PO Box 32861

Charlotte,NC282322861
30-0597871 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(22)Union Medical Office Building LLC
PO Box 32861

Charlotte,NC282322861
 Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(23)Union Medical Services LLC
PO Box 32861

Charlotte,NC282322861
20-3013475 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(24)West Stanly Imaging LLC
PO Box 32861

Charlotte,NC282322861
26-2414332 		Healthcare NC Nc Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(25)Carolinas Ambulatory Surgery Inc
PO Box 32861

Charlotte,NC282322861
81-2714217 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(26)Carolinas College of Health Sciences
PO Box 32861

Charlotte,NC282322861
 Education NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(27)CHS Pharmacy Services Inc
PO Box 32861

Charlotte,NC282322861
47-3367492 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(28)Mercy Equipment Corporation
PO Box 32861

Charlotte,NC282322861
56-1660616 		Healthcare NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(29)Carolinas Health Network Inc
PO Box 32861

Charlotte,NC282322861
56-1899343 		Healthcare Management NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(30)1025 Kings Drive Tenant LLC
PO Box 32861

Charlotte,NC282322861
 Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(31)Abbot Ridge LLC
PO Box 32861

Charlotte,NC282322861
86-1766226 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(32)DRE1 LLC
PO Box 32861

Charlotte,NC282322861
 Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(33)LB Acquisitions LLC
PO Box 32861

Charlotte,NC282322861
30-1251297 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(34)Rocky Road 1 LLC
PO Box 32861

Charlotte,NC282322861
86-1257491 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(35)RM1 Properties LLC
PO Box 32861

Charlotte,NC282322861
85-3038041 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
(36)RR Assemblage LLC
PO Box 32861

Charlotte,NC282322861
85-3897459 		Real Estate NC NC Political Subdivi   The Charlotte-Mecklenburg Hospital Authority
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Page 2
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Carolinas Imaging Services LLC

700 E Morehead Street Ste 300
Charlotte,NC28202
91-2185756 		Healthcare NC N/A
         No     No  
(2) Endoscopy Center - Monroe LLC

11301 Carmel Commons Blvd Ste 302
Charlotte,NC28226
26-0731594 		Healthcare NC N/A
         No     No  
(3) Endoscopy Center Holdings LLC

11301 Carmel Commons Blvd Ste 302
Charlotte,NC28226
26-0316896 		Healthcare Management NC N/A
         No     No  








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Alliance Medical Inc

PO Box 32861
Charlotte,NC282322861
56-1682606 		Healthcare NC N/A
 C         No












Schedule R (Form 990) 2021
Page 3
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Charlotte-Mecklenburg Hospital Auth dba Atrium Health

 B 29,886,110 Fair market value
(2) Charlotte-Mecklenburg Hospital Auth dba Atrium Health

 C 4,506,900 Fair market value
(3) Charlotte-Mecklenburg Hospital Auth dba Atrium Health

 D   See Part VII
(4) Charlotte-Mecklenburg Hospital Auth dba Atrium Health

 J 893,193 Fair market value
(5) Charlotte-Mecklenburg Hospital Auth dba Atrium Health

 P 4,826,577 Fair market value

Schedule R (Form 990) 2021
Page 4
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Page 5
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
FORM 990, SCHEDULE R, PART V, LINE 2 (1) Amount reflects grant awards to Atrium Health during the year. AH is the chief recipient of grants from the Foundation.
FORM 990, SCHEDULE R, PART V, LINE 2 (2) Amount reflects cash contributions and pledges received from Atrium Health in connection with Foundation operating expense support, event sponsorships, establishment of funds for medical education and research, and related items.
FORM 990, SCHEDULE R, PART V, LINE 2 (3) In 2007, the Foundation executed a member security agreement (the "Agreement") which made it a member of Atrium Health's Obligated Group. Under the agreement, the Foundation jointly and severally guarantees the payment and performance of all bonds and other obligations secured by Atrium Health's Bond Order. The Foundation's obligation is only from its future unrestricted contributions and investment income, which are pledged. The Foundation's net assets, whether restricted or unrestricted, are not pledged under the agreement. The total amount of the loan guarantee associated with the Obligated Group is $2,937,745,000.
FORM 990, SCHEDULE R, PART V, LINE 2 (4) Amount reflects rental income received from Atrium Health physician practices that occupy rental space in an office building owned by the Foundation. Rent is charged based on market rates for comparable rentable square footage.
FORM 990, SCHEDULE R, PART V, LINE 2 (5) Amount reflects reimbursement by the Foundation to Atrium Health for employee salaries/benefits and other operating expenses at cost, which equates to fair market value for those services.
Schedule R (Form 990) 2021

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