Blue Meridian Partners Inc logo

Blue Meridian Partners Inc

NEW YORK, NY EIN: 81-5086187 Website

Blue Meridian Partners is a public charity and pioneering philanthropic organization based in New York City. Established in 2017, it operates as a 501(c)(3) nonprofit with a distinctive collaborative model that pools philanthropic capital from multiple donors to fund scalable solutions addressing poverty and economic mobility.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1B

-8.7% YoY

Annual Giving

$352.9M

-19.7% YoY

Grant Count

95

-5.0% YoY

Avg Grant Size

$3.7M

-15.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Blue Meridian Partners 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 for all.

The organization discovers and finances practical and sizable remedies to the challenges that limit economic advancement and trap young people and families in poverty. It operates with an investor mindset while measuring success in terms of social impact, providing flexible, transformative capital alongside capacity-building support and strategic advice to social sector leaders.

Primary funding focus areas include:

  • Education
  • Human Services
  • Philanthropy and Grantmaking

Grantmaking

Blue Meridian Partners operates across four investment portfolios, with the Nationwide Solutions portfolio making strategic, right-sized investments to expand the impact, influence, and reach of solutions that increase economic and social mobility.

Average Grant

amounts vary significantly based on portfolio and strategy

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Geographic Focus

Where this funder awards grants

Blue Meridian Partners funds primarily in:

  • New York
  • California
  • Massachusetts
  • Nationwide (through its Nationwide Solutions portfolio)

The organization also commits resources to place-based partnerships across the country.

Grant Distribution by State

27states
+19 more states

Cities

AlexandriaAnn ArborArlingtonAtlantaAustinBaltimoreBarlettBaton RougeBereaBethesdaBostonBronxBrooklynCambridgeCaryCharlotteChicagoCincinnatiClevelandColumbus

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2024 (ending September 2024):

  • Total Assets: $2,065,309,464
  • Total Revenue: $199,491,359
  • Total Expenses: $404,510,408
  • Total Giving: $352,940,753

As of Fiscal Year 2023:

  • Total Assets: $2,261,435,517
  • Total Revenues: $353,322,309
  • Total Expenses: $481,659,709

Staffing:

  • 86 employees (as of 2023)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$333M$667M$1.0B$1.3B20202021202220232024
Metric202420232022
Total Assets$2,065,309,464$2,261,435,517$2,400,151,638
Revenue$199,491,359$353,322,309$1,212,525,156
Expenses$404,510,408$481,659,709$412,725,187
Qualifying Distributions
Net Investment Income$47,315,031$31,587,782$31,813,953
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$110M$220M$330M$440M64 grants202078 grants202193 grants2022100 grants202395 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

YOUTH VILLAGES$37.0MGRAMEEN AMERICA$22.4MOAKLAND PROMISE$21.8MTULSA COMMUNITY FOUNDATION$18.0MMERIT AMERICA$15.5MPOLICYLINK$14.8MHARLEM CHILDREN'S ZONE$12.9MUNITED NEGRO COLLEGE FUND$12.5MPARTNERSHIP FOR EDUCATIO…$11.4MTHE COMMIT PARTNERSHIP$10.0M

Grant Size Distribution

250 grants across all recorded years

8<$50K3$50–100K14$100–250K14$250–500K16$500K–1M129$1–5M66$5M+

Open Grants

1 open opportunity from Blue Meridian Partners Inc

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NANCY ROOBCEO$1.2MJAMES H SHELTON PRES…CHIEF INVESTMENT AND IMPACT …$895KKAY NEMOTO CHIEF FIN…BUSINESS OFFICER & TREASURER$695KTIA BREAKLEY CHIEF S…DEVELOP. OFF./CHIEF GOVERN. …$615KKELLY L CAMPBELLMAN. DIR., PORTFOLIO STRATEG…$612KMICAH L CARRCHIEF BRANDING OFFICER$578KCECILIA GUTIERREZMAN. DIR., PORTFOLIO STRATEG…$558KMINDY S TARLOW MAN D…STRATEGY & MGMT (UNTIL 12/31…$542KLISSETTE RODRIGUEZMAN. DIR., PORTFOLIO STRATEG…$531KELIZABETH PAWLSONMAN. DIR., PORTFOLIO STRATEG…$516KMALGORZATA LONGMAN. DIR., PORTFOLIO STRATEG…$508KSPENCER KYMPTONMAN. DIR., PORTFOLIO STRATEG…$494KALBERT CHUNGCORPORATE SECRETARY (FROM 1/…$461KRALPH STEFANO FORMER…SECRETARY/CFO$446KTIFFANY GUEYEFORMER SENIOR ADVISOR$313KGEOFFREY CANADA SEE …DIRECTOR$60K

From 2024 filing

NameTitleHoursCompensation
NANCY ROOBCEO50$1,203,245
GEOFFREY CANADA SEE SCH ODIRECTOR5$60,000
CONNIE BALLMERDIRECTOR2
JAMES M CLARKDIRECTOR2
W DON CORNWELLDIRECTOR2
KEVIN W KENNEDYDIRECTOR2
GEORGE PAVLOVDIRECTOR2
STACY SCHUSTERMANDIRECTOR2
RANDI TEPPERDIRECTOR2
STANLEY DRUCKMILLERBOARD CHAIR4
JAMES H SHELTON PRESIDENTCHIEF INVESTMENT AND IMPACT OFFICER50$895,411
KAY NEMOTO CHIEF FINANCIALBUSINESS OFFICER & TREASURER50$694,776
ALBERT CHUNGCORPORATE SECRETARY (FROM 1/16/24)50$460,912
KELLY L CAMPBELLMAN. DIR., PORTFOLIO STRATEGY & MGMT50$611,784
MINDY S TARLOW MAN DIR PORTFOLIOSTRATEGY & MGMT (UNTIL 12/31/23)50$542,024
MICAH L CARRCHIEF BRANDING OFFICER50$577,806
TIA BREAKLEY CHIEF STRATDEVELOP. OFF./CHIEF GOVERN. OFF.50$614,625
LISSETTE RODRIGUEZMAN. DIR., PORTFOLIO STRATEGY & MGMT50$531,454
ELIZABETH PAWLSONMAN. DIR., PORTFOLIO STRATEGY & MGMT50$516,418
CECILIA GUTIERREZMAN. DIR., PORTFOLIO STRATEGY & MGMT50$557,930
SPENCER KYMPTONMAN. DIR., PORTFOLIO STRATEGY & MGMT50$494,430
MALGORZATA LONGMAN. DIR., PORTFOLIO STRATEGY & MGMT50$508,020
RALPH STEFANO FORMER TREASURERSECRETARY/CFO50$445,549
TIFFANY GUEYEFORMER SENIOR ADVISOR50$312,509

Recent News & Activity

Recent developments and announcements

Blue Meridian Partners committed $150 million for place-based partnerships, demonstrating its commitment to comprehensive, community-focused approaches to addressing poverty and economic mobility.

134541 - Blue Meridian Partners Inc. - Ford Foundation

The organization allocated over $150 million for COVID-19 response efforts, reflecting its responsiveness to evolving challenges.

New York secured $24 million through Blue Meridian Partners for children's mental and physical health services.

134541 - Blue Meridian Partners Inc. - Ford Foundation

Two of Blue Meridian's partner organizations invested in the future of Historically Black Colleges and Universities.

Two of Blue Meridian's Partners are investing in the future of Historically

The organization supported a rural education program with national grantmakers backing its potential to scale.

National Grant Makers Bet This Rural Education Program Can Scale - Blue Meridian

Contact Information

  • Website: www.bluemeridian.org
  • Phone: 212-551-9100
  • Address: 685 3rd Ave, Floor 19, New York City, NY 10017-4049
  • EIN: 81-5086187
  • Tax-Exempt Status: Since April 2017

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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