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CARILION CLINIC FOUNDATION

EIN 54-1190773 ROANOKE, VA

Revenue 2024
$15,481,894
Expenses 2024
$4,349,028

Program services were 54.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E22
Classification
1000
Street
PO BOX 12385

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

8 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

OUR MISSION IS TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY CARILION CLINIC THROUGH FUNDRAISING, ASSET MANAGEMENT, GRANTS, PROJECTS, AND RELATED ACTIVITIES TO SUPPORT PATIENT CARE, COMMUNITY NEEDS, MEDICAL RESEARCH, AND CAPITAL NEEDS.

Activities or mission (Part I)

OUR MISSION IS TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY CARILION CLINIC THROUGH FUNDRAISING, GRANTS, AND OTHER ACTIVITIES TO SUPPORT PATIENT CARE, COMMUNITY NEEDS, MEDICAL RESEARCH, AND CAPITAL NEEDS.

  • THE CARILION CLINIC FOUNDATION SUPPORTS DEVELOPMENT AND OUTREACH AND SECURES PHILANTHROPIC SUPPORT FOR CARILION CLINIC'S 7 HOSPITALS AND MULTIPLE CLINIC SITES. GIFTS TO THE FOUNDATION SUPPORT CARILION CLINIC'S PATIENT CARE, COMMUNITY OUTREACH, MEDICAL RESEARCH AND CAPITAL NEEDS.

    Expenses $2,352,986 · Grants $1,673,250 · Revenue $2,099,747

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Robert Bennett

    DIRECTOR/CHAIR

    Total calculated
    $1,550
    From this org
    $0
    From related orgs
    $1,550
    Other
    $0
    Hours/week
    1 + 2.4 related

  • Dawn Long

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Eddie Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • George Cartledge Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • J David Wine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • James Hall Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • James Hartley

    DIRECTOR

    Total calculated
    $23,125
    From this org
    $0
    From related orgs
    $23,125
    Other
    $0
    Hours/week
    0.5 + 8.2 related

  • Nancy Howell Agee

    DIRECTOR/CEO EMERITUS, CARILION CLINIC

    Total calculated
    $2,583,851
    From this org
    $0
    From related orgs
    $2,565,963
    Other
    $17,888
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,794,446 related
    Bonus
    $0 + $555,971 related
    Other
    $0 + $215,546 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,888 related
    Filer's total
    $0 + $2,583,851 related

  • Sandra Lovinguth PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Stephen Musselwhite

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • William Kingery Jr

    DIRECTOR

    Total calculated
    $8,400
    From this org
    $0
    From related orgs
    $8,400
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Donald Halliwill

    ASST. TREASURER/EVP/CFO

    Total calculated
    $1,716,217
    From this org
    $0
    From related orgs
    $1,309,012
    Other
    $407,205
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $825,952 related
    Bonus
    $0 + $207,880 related
    Other
    $0 + $275,180 related
    Deferred
    $0 + $380,086 related
    Nontaxable benefits
    $0 + $27,119 related
    Filer's total
    $0 + $1,716,217 related

  • G Robert Vaughan Jr

    TREASURER/SVP

    Total calculated
    $869,826
    From this org
    $0
    From related orgs
    $543,489
    Other
    $326,337
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,897 related
    Bonus
    $0 + $73,983 related
    Other
    $0 + $86,609 related
    Deferred
    $0 + $299,218 related
    Nontaxable benefits
    $0 + $27,119 related
    Filer's total
    $0 + $869,826 related

  • Julie Smith-Hamilton

    ASST. SECRETARY

    Total calculated
    $90,373
    From this org
    $0
    From related orgs
    $63,772
    Other
    $26,601
    Hours/week
    0.5 + 39.5 related

  • Nicholas Conte

    SECRETARY/EVP/CLO

    Total calculated
    $1,486,316
    From this org
    $0
    From related orgs
    $1,218,022
    Other
    $268,294
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,488 related
    Bonus
    $0 + $196,275 related
    Other
    $0 + $235,259 related
    Deferred
    $0 + $248,836 related
    Nontaxable benefits
    $0 + $19,458 related
    Filer's total
    $0 + $1,486,316 related

  • Ralph Alee

    VICE PRESIDENT

    Total calculated
    $366,534
    From this org
    $299,573
    From related orgs
    $0
    Other
    $66,961
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $256,193
    Bonus
    $41,479
    Other
    $1,901
    Deferred
    $49,553
    Nontaxable benefits
    $17,408
    Filer's total
    $366,534

  • Amy Bridge

    OPERATIONS DIRECTOR

    Total calculated
    $156,748
    From this org
    $132,375
    From related orgs
    $0
    Other
    $24,373
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,750
    Bonus
    $425
    Other
    $1,200
    Deferred
    $16,469
    Nontaxable benefits
    $7,904
    Filer's total
    $156,748

  • Kimberly Blair

    SENIOR DIRECTOR

    Total calculated
    $167,912
    From this org
    $159,930
    From related orgs
    $0
    Other
    $7,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,045
    Bonus
    $425
    Other
    $460
    Deferred
    $0
    Nontaxable benefits
    $7,982
    Filer's total
    $167,912

  • Taylor Adkins

    PHILANTHROPY DIRECTOR

    Total calculated
    $156,096
    From this org
    $148,111
    From related orgs
    $0
    Other
    $7,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,500
    Bonus
    $425
    Other
    $186
    Deferred
    $7,831
    Nontaxable benefits
    $154
    Filer's total
    $156,096

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $15,481,894
    Expenses
    $4,349,028
    Contributions
    $7,843,245
    Grants paid
    $1,673,250
  • 2023
    Revenue
    $13,111,687
    Expenses
    $3,371,088
    Contributions
    $5,021,094
    Grants paid
    $1,084,478
  • 2022
    Revenue
    $7,219,421
    Expenses
    $2,703,221
    Contributions
    $4,613,739
    Grants paid
    $1,044,261

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $9,171,220
    Expenses
    $2,715,970
    Assets (EOY)
    $51,141,669

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2020 · 990

    Revenue
    $36,598,972
    Expenses
    $2,270,491
    Assets (EOY)
    $47,693,016

  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2019 · 990

    Revenue
    $4,803,158
    Expenses
    $1,988,085
    Assets (EOY)
    $15,119,789

  • 2018 · 990

    Revenue
    $10,497,928
    Expenses
    $1,811,148
    Assets (EOY)
    $12,493,404

  • 2017 · 990

    Revenue
    $2,298,741
    Expenses
    $2,056,295
    Assets (EOY)
    $4,240,879

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • HARWICK REAL ESTATE LLC

    REAL ESTATE · VA · income $224,434 · assets $722,273

Related partnerships on its 2024 return

  • FRANKLIN COUNTY VENTURES LLC

    N/A · REAL ESTATE · VA

  • CARILION CLINIC MEDICARE SHARED SAVINGS COMPANY LLC

    N/A · MEDICARE ACO · VA

  • ROANOKE AMBULATORY SURGERY CENTER LLC

    N/A · SURGERY · VA

  • SOUTHWEST VIRGINIA HEALTH PROPERTIES LLC

    N/A · REAL ESTATE · VA

  • RAVEN ASSET-BASED OPPORTUNITY FUND IV LP

    N/A · PRIVATE EQUITY · DE

  • STARWOOD VEP II CO-INVEST LLC

    N/A · INVESTMENTS · DE

  • TI PLATFORM CC SMA LP

    N/A · INVESTMENTS · DE

  • TI FBV GR LP

    N/A · INVESTMENTS · DE

  • TI PLATFORM DCI SPV LP

    N/A · INVESTMENTS · DE

  • TRANSPOSE PLATFORM ZIPPEDI SPV LP

    N/A · INVESTMENTS · DE

  • TRANSPOSE PLATFORM GORGIAS SPV LP

    N/A · INVESTMENTS · DE

  • TRANSPOSE PLATFORM FINTECH FUND II LP

    N/A · INVESTMENTS · DE

  • OPERA INVESTMENT TWO SCSP

    N/A · INVESTMENTS · LU

  • VTC INNOVATION FUND III LP

    N/A · INVESTMENTS · DE

  • L2 VENTURES GP LLC

    N/A · INVESTMENTS · DE

  • SAGE RESIDENTIAL MSROF IV LP

    N/A · INVESTMENTS · DE

Related corporations and trusts on its 2024 return

  • CHS INC

    C CORPORATION · SERVICES · VA · controlled entity

  • CARILION BEHAVIORAL HEALTH INC

    C CORPORATION · HEALTHCARE · VA · controlled entity

  • CARILION EMERGENCY SERVICES INC

    C CORPORATION · HEALTHCARE · VA · controlled entity

  • SCA CREDIT SERVICES INC

    C CORPORATION · COLLECTION AGENCY · VA · controlled entity

  • CARILION HEALTHCARE CORPORATION

    C CORPORATION · HEALTHCARE · VA · controlled entity

  • MEDKEY INC

    C CORPORATION · FINANCING SERVICES · VA · controlled entity

  • CARILION DTC SERVICES INC

    C CORPORATION · HEALTHCARE · VA · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.