Blue Cross and Blue Shield of NC Foundation
Blue Cross and Blue Shield of NC Foundation is a private foundation based in Durham, North Carolina. Its 2025 filing reports one grant entry totaling $24,602,951, with all reported grant dollars going to North Carolina.
Key facts about Blue Cross and Blue Shield of NC Foundation
In short: Blue Cross and Blue Shield of NC Foundation gave $24.6M across 1 grant in 2025 (avg $24.6M), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 56-2226009
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $24,602,951
- Grants made (2025)
- 1
- Average grant
- $24,602,951
- Median grant
- $24,602,951
- Total assets
- $216,970,032
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- How to apply
- Review the requirements and process for the relevant funding category; these vary by opportunity. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$217.0M
-2.9% YoY
Annual Giving
$24.6M
+14.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$24.6M
+14.8% YoY
Under IRS private-foundation payout rules, Blue Cross and Blue Shield of NC Foundation reported a distributable amount of $10.6M for 2025 — the minimum it must pay out in qualifying distributions.
How Blue Cross and Blue Shield of NC Foundation gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 313% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The current Strengthening Community Capacity to Advocate for Healthy Food Grant Program supports organizations with deep connections and accountability to the communities they serve. Funding may cover staff time, materials, and expenses for advocacy-related activities, including community listening sessions and data collection to identify priority issues and solutions.
Grantmaking
The 2025 filing reports one grant entry totaling $24,602,951. The entry is listed as “TOTAL” in Durham, North Carolina, with the purpose “VARIOUS”; no individual grantee is identified in the provided filing data. Because the filing lists one grant, the smallest, largest, and median grant entry are each $24,602,951. The 2024 filing reports grantmaking of $21,427,400, also counted as one grant.
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. It states that funding categories have their own application requirements, review processes, and deadlines, and that current information about opportunities is posted on the foundation’s website. The provided information does not specify application materials or award restrictions beyond referring applicants to the information for each funding opportunity.
How to Apply
Review the requirements and process for the relevant funding category; these vary by opportunity. The current healthy-food advocacy opportunity is described as open, but no application deadline is provided.
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
Deadline not published
Strengthening Community Capacity to Advocate for Healthy Food Grant Program
Blue Cross and Blue Shield of NC Foundation
Amount
Varies
Deadline
Deadline not published
Ready to take the next step with Blue Cross and Blue Shield of NC Foundation?
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 100% of grant dollars went to North Carolina.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $16.6M (2021) to $24.6M (2025). In 2025 it made 1 grant totaling $24.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Total ($24.6M).
Grant Size Distribution
139 grants across all recorded years
The most common grant size was in the $100–250K range: 46 grants of 139 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Total Durham, NC | Various | $24,602,951 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $216,970,032 | $14,674,399 | $34,347,999 | $24,602,951 |
| 2024 | $223,345,786 | $32,124,229 | $37,600,477 | $21,427,400 |
| 2023 | $209,122,897 | $6,752,351 | $28,645,255 | $22,049,750 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $216,970,032 | $223,345,786 | $209,122,897 |
| Revenue | $14,674,399 | $32,124,229 | $6,752,351 |
| Expenses | $34,347,999 | $37,600,477 | $28,645,255 |
| Qualifying Distributions | $33,071,584 | $28,998,153 | $28,139,942 |
| Net Investment Income | $14,566,494 | $18,329,496 | $7,826,775 |
| Distributable Amount | $10,560,377 | $10,285,300 | $10,377,231 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Tunde Sotunde, Anita Brown-Graham, Santiago Estrada, Harold Martin, John Kimberly, Mitch Perry, and Francesca Gary as directors. It lists John Lumpkin as president, Katie Eyes as VP, Strategy & Program Operation, and Stran Summers as VP, Finance.
Blue Cross and Blue Shield of NC Foundation is led by John Lumpkin MD, President on every filing since 2021; none of the 20 officers listed in 2025 report compensation.
Officers on the 2025 filing
John Lumpkin MD
President
On filings since 2021
20 hrs/week
No compensation reported
Pilar Rocha-Goldberg
Director
On filings since 2023
0.5 hrs/week
$5K (2023) → $0 (2025)
Robin Gary Cummings MD
Director
On filings since 2023
0.5 hrs/week
$5K (2023) → $0 (2025)
Anita Brown-Graham
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Francesca Gary
Director
On filings since 2021
0.5 hrs/week
No compensation reported
John Kimberly
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Mitch Perry
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Santiago Estrada
Director
Secretary → Director, 2022
On filings since 2021
0.5 hrs/week
No compensation reported
Tunde Sotunde MD
Director
On filings since 2021
1 hr/week
No compensation reported
Harold Martin Ph D.
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Arif M. Khan
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Kelly Calabria
Director
On filings since 2023
0.5 hrs/week
No compensation reported
David Lamb
Secretary
Assistant Secretary → Secretary, 2022
On filings since 2021
1.5 hrs/week
No compensation reported
Katie Eyes
Vice President, Strategy & Program Operations
Vice President & Strategy → Vice President, Strategy & Program Operations, 2025
On filings since 2021
40 hrs/week
No compensation reported
Stran Summers
Vice President & Finance
On filings since 2021
1.5 hrs/week
No compensation reported
Bruce Sickel
Treasurer
On filings since 2022
1.5 hrs/week
No compensation reported
Sarah Smith
Vice President, Learn & Foundation Operations
Vice President, Learning & Foundation Oper → Vice President, Learn & Foundation Operations, 2025
On filings since 2024
40 hrs/week
No compensation reported
Arlene Charles Dpa
Vice President, Operations & Finance
New on the 2025 filing
40 hrs/week
No compensation reported
Heather Carpenter
Assistant Secretary
New on the 2025 filing
1.5 hrs/week
No compensation reported
Hiren Patel
Treasurer
New on the 2025 filing
1.5 hrs/week
No compensation reported
Former officers (9)
- Former: Heather Rogers (2022–2024) — Assistant Secretary
- Former: Teresita Maz (2022–2024) — Vice President & Operations
- Former: Jack Kenley (2021–2023) — Director
- Former: Roberta Capp (2022–2023) — Director
- Former: Danielle Breslin (2021) — Vice President & Operations
- Former: Danielle Gray (2021) — Director
- Former: Harold Martin PhD (2021) — Director
- Former: Nick Chiarello (2021) — Treasurer
- Former: Vuong Nguyen MD (2021) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $10K, to Robin Gary Cummings (Director). 2 officers or directors reported compensation on that filing.
Contact
Application contact: Blue Cross Blue Shield Nc Foundatio
Mailing address: PO Box 30060, Durham, NC 27702
Phone: (984) 777-6137
Website: https://bluecrossnc.com
Frequently asked questions about Blue Cross and Blue Shield of NC Foundation
How much does Blue Cross and Blue Shield of NC Foundation give each year?
Blue Cross and Blue Shield of NC Foundation gave $24.6M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21.4M across 1 grant.
How large is Blue Cross and Blue Shield of NC Foundation?
Blue Cross and Blue Shield of NC Foundation reported $217.0M in total assets on its 2025 IRS Form 990-PF. It paid out $33.1M in qualifying distributions that year, against a required minimum of $10.6M (roughly 5% of its investment assets).
What does Blue Cross and Blue Shield of NC Foundation fund?
The current Strengthening Community Capacity to Advocate for Healthy Food Grant Program supports organizations with deep connections and accountability to the communities they serve. See mission & focus areas ↑
How do I apply for a grant from Blue Cross and Blue Shield of NC Foundation?
Review the requirements and process for the relevant funding category; these vary by opportunity. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Blue Cross and Blue Shield of NC Foundation make grants?
The 2025 filing reports that 100% of grant dollars went to North Carolina.
What is Blue Cross and Blue Shield of NC Foundation's EIN?
Blue Cross and Blue Shield of NC Foundation's EIN (Employer Identification Number) is 56-2226009. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching Blue Cross and Blue Shield of NC Foundation by hand.
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