Blue Meridian Partners Inc
Blue Meridian Partners Inc is based in New York, NY, and supports strategies intended to improve economic and social mobility for young people and families in poverty. Its website describes a collaborative philanthropic platform that pools capital to make significant, multi-year, performance-based investments and help scale promising strategies.
Key facts about Blue Meridian Partners Inc
In short: Blue Meridian Partners Inc gave $484.2M across 99 grants in 2025 (avg $4.9M), top state New York. 17% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 81-5086187
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $484,150,349
- Grants made (2025)
- 99
- Average grant
- $4,890,408
- Median grant
- $3,202,219
- New grantees (estimate)
- 17% first-time grantees (17 of 99, 2025)
- Total assets
- $2,412,799,157
- Primary geography
- New York (22% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- Blue Meridian does not accept unsolicited requests or proposals. Full details ↓
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). 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 · View filing
Total Assets
$2.4B
+16.8% YoY
Annual Giving
$484.2M
+37.2% YoY
Grant Count
99
+4.2% YoY
Avg Grant Size
$4.9M
+31.6% YoY
Is Blue Meridian Partners Inc open to new grantees?
17%
first-time grantees, 2025
In 2025, 17 of 99 grantees (17%) were first-time recipients. First grants averaged $2.7M; repeat grants $5.3M. How we count
Medians: $2.5M first-time, $3.4M repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
Blue Meridian’s website says it seeks to transform the life trajectories of young people and families in poverty by investing in strategies that advance economic and social mobility and access to opportunity. It researches and vets strategies for addressing social problems, then helps scale those it considers promising. Its published selection criteria include leadership, performance, evidence of effectiveness, a pathway to scale, and a sustainable economic model.
Its 2025 grants included support for organizations working in varied areas. For example, Per Scholas describes its work as advancing economic mobility through career training and employer connections; Merit America says it provides a path to skilled careers for people without college degrees; and Partners for Rural Impact describes a mission to improve educational outcomes and upward mobility for rural children. These are the grantees’ own descriptions of their work.
Grantmaking
In 2025, the filing reports 99 grants totaling $484,150,349. Grant amounts ranged from $10,811 to $38,183,000, with a median of $3,202,219. The largest listed grants included $38,183,000 to Tulsa Community Foundation and $32,000,000 to The Duke Endowment, both to support scaling plans; $17,500,000 to Center for Employment Opportunities to support a scaling plan; and $17,040,000 to Harlem Children’s Zone to support economic mobility.
Open Grants
1 open opportunity from Blue Meridian Partners Inc
Ready to take the next step with Blue Meridian Partners Inc?
Geographic Focus
Where this funder awards grants
The 2025 filing reports that grant dollars went to recipients in New York (22%), California (15%), Washington, DC (12%), Massachusetts (9%), and Oklahoma (8%). Listed recipients also include organizations in North Carolina, South Carolina, Kentucky, and other locations.
Grant Distribution by State
Share of 2025 grant dollars across all 99 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $302.0M (2020) to $484.2M (2025). In 2025 it made 99 grants totaling $484.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Tulsa Community Foundation ($38.2M). Together the top 10 received $191.2M.
Grant Size Distribution
465 grants across all recorded years
The most common grant size was in the $1–5M range: 205 grants of 465 (44%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tulsa Community Foundation Tulsa, OK | To Support Scaling Plan | $38,183,000 |
| The Duke Endowment Charlotte, NC | To Support Scaling Plan | $32,000,000 |
| Center for Employment Opportunities New York, NY | To Support Scaling Plan | $17,500,000 |
| Harlem Children's Zone New York, NY | To Support Economic Mobility | $17,040,000 |
| Spartanburg Academic Movement Spartanburg, SC | To Support Scaling Plan | $16,500,000 |
| Per Scholas Bronx, NY | To Support Scaling Plan | $15,452,000 |
| Merit America Washington, DC | To Support Scaling Plan | $15,200,000 |
| Grameen America New York, NY | To Support Scaling Plan | $14,173,910 |
| Partners for Rural Impact Berea, KY | To Support Economic Mobility | $13,150,000 |
| Philanthropic Ventures Foundation Oakland, CA | To Support Scaling Plan | $12,046,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,412,799,157 | $900,250,446 | $544,275,178 | $484,150,349 |
| 2024 | $2,065,309,464 | $199,491,359 | $404,510,408 | $352,931,763 |
| 2023 | $2,261,435,517 | $353,322,309 | $481,659,709 | $439,526,996 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,412,799,157 | $2,065,309,464 | $2,261,435,517 |
| Revenue | $900,250,446 | $199,491,359 | $353,322,309 |
| Expenses | $544,275,178 | $404,510,408 | $481,659,709 |
| Net Investment Income | $39,642,068 | $47,315,031 | $31,587,782 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 17, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Nancy Roob as CEO. Listed directors are Geoffrey Canada, Connie Ballmer, James M. Clark, W. Don Cornwell, Kevin W. Kennedy, Rhett N. Mabry (from January 2025), George Pavlov, Stacy Schusterman, and Randi Tepper.
Blue Meridian Partners Inc is led by Nancy Roob, CEO since 2024 (on filings since 2020); 17 of 26 officers listed in 2025 are compensated.
Officers on the 2025 filing
Nancy Roob
CEO
President & CEO → CEO, 2024
On filings since 2020
50 hrs/week
$586K (2020) → $1.4M (2025)
Stanley Druckmiller
Board Chair
On filings since 2020
4 hrs/week
No compensation reported
Kelly L. Campbell
Man. Director Portfolio Strategy & Management
Man. Director, Portfolio Strategy & Management → Man. Director Portfolio Strategy & Management, 2025
On filings since 2020
50 hrs/week
$342K (2020) → $635K (2025)
Lissette Rodriguez
Man. Director Portfolio Strategy & Management
Man. Director, Portfolio Strategy & Management → Man. Director Portfolio Strategy & Management, 2025
On filings since 2020
50 hrs/week
$297K (2020) → $540K (2025)
Elizabeth Pawlson
Man. Director Portfolio Strategy & Management
Man. Director, Portfolio Strategy & Management → Man. Director Portfolio Strategy & Management, 2025
On filings since 2021
50 hrs/week
$366K (2021) → $609K (2025)
Cecilia Gutierrez
Man. Director Portfolio Strategy & Management
Man. Director, Portfolio Strategy & Management → Man. Director Portfolio Strategy & Management, 2025
On filings since 2022
50 hrs/week
$455K (2022) → $551K (2025)
Geoffrey Canada See Sch O.
Director
On filings since 2022
5 hrs/week
$60K (2022) → $60K (2025)
Spencer Kympton
Man. Director Portfolio Strategy & Management
Managing Director & Portfolio → Man. Director, Portfolio Strategy & Management, 2024
Man. Director, Portfolio Strategy & Management → Man. Director Portfolio Strategy & Management, 2025
On filings since 2023
50 hrs/week
$487K (2023) → $555K (2025)
Malgorzata Long
Man. Director Portfolio Strategy & Management
Man. Director, Portfolio Strategy & Management → Man. Director Portfolio Strategy & Management, 2025
On filings since 2024
50 hrs/week
$508K (2024) → $549K (2025)
Mindy S. Tarlow Former
Man. Director Portfolio Strategy & Management
New on the 2025 filing
$411K (2025)
Connie Ballmer
Director
On filings since 2020
2 hrs/week
No compensation reported
George Pavlov
Director
On filings since 2020
2 hrs/week
No compensation reported
James M. Clark
Director
On filings since 2020
2 hrs/week
No compensation reported
Kevin W. Kennedy
Director
On filings since 2020
2 hrs/week
No compensation reported
Randi Tepper
Director
On filings since 2023
2 hrs/week
No compensation reported
Stacy Schusterman
Director
On filings since 2023
2 hrs/week
No compensation reported
W. Don Cornwell
Director
On filings since 2023
2 hrs/week
No compensation reported
Rhett N. Mabry
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Micah L. Carr
Chief Branding Officer
On filings since 2020
50 hrs/week
$257K (2020) → $575K (2025)
Tiffany Gueye
Former Senior Advisor
Chief Operating Officer → Senior Advisor, 2023
Senior Advisor → Former Senior Advisor, 2024
On filings since 2020
50 hrs/week
$209K (2020) → $401K (2025)
Kay Nemoto Chief Financial
Business Officer & Treasurer
Business Officer → Business Officer & Treasurer, 2024
On filings since 2023
50 hrs/week
$251K (2023) → $775K (2025)
James H. Shelton President
Chief Investment & Impact Officer
On filings since 2024
50 hrs/week
$895K (2024) → $1M (2025)
Albert Chung Chief Of Staff
Corporate Secretary
New on the 2025 filing
50 hrs/week
$532K (2025)
Allana Jackson Man Dir
Investment & Impact Lead
New on the 2025 filing
50 hrs/week
$570K (2025)
Dale McLeod
Chief People Officer
New on the 2025 filing
50 hrs/week
$556K (2025)
Tia Breakley
Chief Stragetic Development Officer
New on the 2025 filing
50 hrs/week
$640K (2025)
Former officers (17)
- Former: Albert S. Chung (2020–2024) — Corporate Secretary
- Former: Tia Breakley Chief Strat (2022–2024) — Develop. Officer & Chief Govern. Officer
- Former: Ralph Stefano Former Treasurer (2023–2024) — Secretary & CFO
- Former: Mindy S. Tarlow Man Dir Portfolio (2024) — Strategy & Management
- Former: Mindy S. Tarlow (2020–2023) — Man. Director, Portfolio Strategy & Management
- Former: Steven A. Denning (2020–2023) — Director
- Former: James H. Shelton (2021–2023) — Chief Investment & Impact Officer
- Former: Carol Pledger Interim Chief (2023) — Administrator Officer
- Former: Carol Pledger (2020–2022) — Interim Chief Administration Officer
- Former: Don Cornwell (2020–2022) — Director
- Former: Ralph Stefano (2020–2022) — Treasurer, Secretary & CFO
- Former: Laurel Blatchford (2022) — Man. Director, Portfolio Strategy & Management
- Former: Tiffany Gueye Coothru (2022) — Senior Advisor
- Former: Charles Harris III (2020–2021) — Chief Development Officer
- Former: Geoffrey Canada (2020–2021) — Director
- Former: Jehan Velji (2020–2021) — Man. Director, Portfolio Strategy & Management
- Former: Danielle Scaturro (2020) — Program Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1.4M, to Nancy Roob (CEO). 17 officers or directors reported compensation on that filing.
Contact
Mailing address: 685 Third Avenue 19Th Floor, New York, NY 10017
Phone: (212) 551-9100
Website: https://bluemeridian.org
Frequently asked questions about Blue Meridian Partners Inc
How much does Blue Meridian Partners Inc give each year?
Blue Meridian Partners Inc gave $484.2M across 99 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $352.9M across 95 grants.
What is Blue Meridian Partners Inc's typical grant size?
Blue Meridian Partners Inc's median grant in 2025 was $3,202,219, and its average grant was $4,890,408, across 99 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Blue Meridian Partners Inc that year got $2.7M on average.
Where does Blue Meridian Partners Inc give grants?
Blue Meridian Partners Inc's top state is New York, with 22% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were California (15%) and District of Columbia (12%). The most frequent recipient cities were New York, NY (14 grants), Washington, DC (13 grants), Oakland, CA (6 grants) and Boston, MA (6 grants).
Does Blue Meridian Partners Inc give general operating support?
Not in 2025: none of the 99 grants with a stated purpose on Blue Meridian Partners Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "To Support Scaling Plan" (70 grants), "To Support Economic Mobility" (8 grants) and "To Provide Grantee Techincal Assistance" (8 grants).
Who are Blue Meridian Partners Inc's largest grantees?
Blue Meridian Partners Inc's largest 2025 grantees include Tulsa Community Foundation ($38,183,000), The Duke Endowment ($32,000,000) and Center for Employment Opportunities ($17,500,000), according to its 2025 IRS Form 990. Together they received 18% of its itemized 2025 grant dollars.
How large is Blue Meridian Partners Inc?
Blue Meridian Partners Inc reported $2.4B in total assets on its 2025 IRS Form 990. Its revenue that year was $900.3M.
What does Blue Meridian Partners Inc fund?
Blue Meridian’s website says it seeks to transform the life trajectories of young people and families in poverty by investing in strategies that advance economic and social mobility and access to opportunity. See mission & focus areas ↑
How do I apply for a grant from Blue Meridian Partners Inc?
Blue Meridian does not accept unsolicited requests or proposals. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Blue Meridian Partners Inc's EIN?
Blue Meridian Partners Inc's EIN (Employer Identification Number) is 81-5086187. IRS Form 990 filing data is available on this page for 2020–2025.
Does Blue Meridian Partners Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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