Blue Cross and Blue Shield of NC Foundation
Blue Cross and Blue Shield of North Carolina Foundation is a private, charitable foundation established as an independent entity by Blue Cross and Blue Shield of North Carolina in 2000. The foundation is a 501(c)(3) organization headquartered in Durham, North Carolina, and operates as a corporate foundation focused on advancing health and well-being across the state.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$223.3M
+6.8% YoY
Annual Giving
$21.4M
-2.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$21.4M
-2.8% YoY
Mission & Focus Areas
The foundation's mission centers on creating a healthy North Carolina where everyone has a fair opportunity for good health. This belief guides their work and commitment to people and communities throughout the state.
The foundation's primary program areas include:
- Access to Care: Developing and investing in solutions that bolster the health care workforce, with focus on training, recruitment, composition, and deployment
- Early Childhood: Supporting the development of a broad coalition working toward an early childhood system that benefits all
- Healthy Communities: Addressing housing, workplace, neighborhood, and other settings that support or create barriers to good health
- Healthy Food: Supporting the development and spread of models to increase access to healthy food and transform the local food system in communities most impacted by food insecurity
- Oral Health: Supporting a network of organizations to identify and achieve system-level changes targeting access and affordability
Grantmaking
The foundation has invested more than $250 million in North Carolina through grants, collaborations, and special initiatives over its history.
Ready to take the next step with Blue Cross and Blue Shield of NC Foundation?
Geographic Focus
Where this funder awards grants
97% of grants stay in North Carolina. The foundation serves the entire state with a focus on communities most impacted by health disparities and food insecurity.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $223,345,786
- Total revenue: $32.1 million
- Total expenses: $37.6 million
- Total liabilities: $29 million
Assets & Revenue (2023):
- Total assets: $209,122,897
- Total revenues: $6,752,351
- Total expenses: $28,645,255
Assets & Revenue (2022):
- Total assets: $217,672,714
The foundation maintains significant financial capacity with assets exceeding $220 million.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $223,345,786 | $209,122,897 | $217,672,714 |
| Revenue | $32,124,229 | $6,752,351 | $27,071,633 |
| Expenses | $37,600,477 | $28,645,255 | $23,760,734 |
| Qualifying Distributions | $28,998,153 | $28,139,942 | $17,825,413 |
| Net Investment Income | $18,329,496 | $7,826,775 | $23,287,012 |
| Distributable Amount | $10,285,300 | $10,377,231 | $11,779,069 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Open Grants
2 open opportunities from Blue Cross and Blue Shield of NC Foundation
New Access to Dental Care Grant Program
Blue Cross and Blue Shield of NC Foundation
Amount
Up to US $200,000
Deadline
Rolling / Open
Strengthening Community Capacity to Advocate for Healthy Food Grant Program
Blue Cross and Blue Shield of NC Foundation
Amount
Varies
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Key personnel include:
- Teresita Maz, Vice President of Operations
- Stran Summers, Vice President of Finance
- Katie Eyes, Vice President of Program and Strategy
- Amon Marstiller, Director of Communications
- Sarah Smith, Director of Learning and Evaluation
- Erica Kelly, Chief Operating Officer
- Sophie McMillian, Program Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Tunde Sotunde MD | Director | 1 | — |
| Anita Brown-Graham | Director | 0.5 | — |
| Santiago Estrada | Director | 0.5 | — |
| Harold Martin Ph D | Director | 0.5 | — |
| John Kimberly | DIRECTOR | 0.5 | — |
| Mitch Perry | DIRECTOR | 0.5 | — |
| Francesca Gary | Director | 0.5 | — |
| John Lumpkin MD | President | 20 | — |
| Teresita Maz | VP, Operations | 40 | — |
| Katie Eyes | VP, Strategy | 40 | — |
| Stran Summers | VP, Finance | 1.5 | — |
| Bruce Sickel | Treasurer | 1.5 | — |
| David Lamb | Secretary | 1.5 | — |
| Heather Rogers | Assistant Secretary | 1.5 | — |
| Robin Gary Cummings | Director | 0.5 | $10,000 |
| Pilar Rocha-Goldberg | Director | 0.5 | $10,000 |
| Kelly Calabria | Director | 0.5 | — |
| Arif M Khan | Director | 0.5 | — |
| Sarah Smith | VP, Learning & Foundation Oper | 40 | — |
Recent News & Activity
Recent developments and announcements
The foundation committed $2.5 million alongside Blue Cross NC to Hurricane Helene relief efforts
Blue Cross NC, Blue Cross NC Foundation Commit $2.5 Million to Helene ReliefPretty in Pink Foundation received a Blue Cross NC gift for the fifth consecutive year to fund medical treatment for uninsured breast cancer patients
Blue Cross NC, Blue Cross NC Foundation Commit $2.5 Million to Helene ReliefWilmington Chamber of Commerce Foundation secured a $200,000 grant to boost healthcare workforce development
Wilmington Chamber of Commerce Foundation Secures $200,000 Grant from BlueSubject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
The Hillbrook Gkp Iii Foundation Inc
GREENSBORO, NC
Assets
$32K
Grants
1
Total Given
$2K
Rotary Club of Salisbury Charities
SALISBURY, NC
Assets
$39K
Grants
1
Total Given
$50K
Ihope Foundation
GREENSBORO, NC
Assets
$10K
Grants
1
Total Given
$20K
Orange County Partnership for Young
HILLSBOROUGH, NC
Assets
$477K
Grants
18
Total Given
$2.1M
North Carolina Baptist Hospital
WINSTONSALEM, NC
Assets
$2.8B
Grants
17
Total Given
$634K
The Anne Shuford Mcbryde
ASHEVILLE, NC
Assets
$970K
Grants
19
Total Given
$49K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Blue Cross and Blue Shield of NC Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities