Nonprofit · EIN 56-2226009
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION
Tax-exempt · DURHAM, NC 27702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $14,674,399 | $34,347,999 | -$19,673,600 | $216,970,032 | $30,294,795 | $186,675,237 |
| June 30, 2024 | 990-PF | $32,124,229 | $37,600,477 | -$5,476,248 | $223,345,786 | $28,956,422 | $194,389,364 |
| June 30, 2023 | 990-PF | $6,752,351 | $28,645,255 | -$21,892,904 | $209,122,897 | $20,364,064 | $188,758,833 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $6,662,119
- Net gain from sales of assets
- $8,012,280
Expenses
- Grants and similar amounts paid
- $25,296,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $33,071,584
- Excise tax on investment income
- $202,474
Balance sheet and other
- Total assets, start of year
- $223,345,786
- Total assets, end of year
- $216,970,032
- Total liabilities, end of year
- $30,294,795
- Net assets, end of year
- $186,675,237
- Fair market value of assets
- $216,970,032
- Qualifying distributions
- $33,071,584
- Net investment income
- $14,674,399
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TUNDE SOTUNDE MD PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 1 | $0 |
| ANITA BROWN-GRAHAM PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| SANTIAGO ESTRADA PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| HAROLD MARTIN PH D PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| JOHN KIMBERLY PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| MITCH PERRY PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| FRANCESCA GARY PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| JOHN LUMPKIN MD PO Box 30060, Durham, NC 27702 | PRESIDENT | 20 | $0 |
| KATIE EYES PO BOX 30060, DURHAM, NC 27702 | VP, STRATEGY&PROGRAM OPERATION | 40 | $0 |
| STRAN SUMMERS PO BOX 30060, DURHAM, NC 27702 | VP, FINANCE | 1.5 | $0 |
| BRUCE SICKEL PO BOX 30060, DURHAM, NC 27702 | TREASURER | 1.5 | $0 |
| DAVID LAMB PO BOX 30060, DURHAM, NC 27702 | SECRETARY | 1.5 | $0 |
| HEATHER CARPENTER PO BOX 30060, DURHAM, NC 27702 | ASSISTANT SECRETARY | 1.5 | $0 |
| PILAR ROCHA-GOLDBERG PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| KELLY CALABRIA PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARIF M KHAN PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| SARAH SMITH PO BOX 30060, DURHAM, NC 27702 | VP,LEARN&FOUNDATION OPERATIONS | 40 | $0 |
| ARLENE CHARLES DPA PO BOX 30060, DURHAM, NC 27702 | VP, OPERATIONS & FINANCE | 40 | $0 |
| HIREN PATEL PO Box 30060, Durham, NC 27702 | TREASURER | 1.5 | $0 |
| ROBIN GARY CUMMINGS MD PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robin Gary Cummings PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $10,000 |
| Pilar Rocha-Goldberg PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $10,000 |
| Tunde Sotunde MD PO BOX 30060, DURHAM, NC 27702 | Director | 1 | $0 |
| Anita Brown-Graham PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Santiago Estrada PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Harold Martin Ph D PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $0 |
| John Kimberly PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| Mitch Perry PO BOX 30060, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| Francesca Gary PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $0 |
| John Lumpkin MD PO Box 30060, Durham, NC 27702 | President | 20 | $0 |
| Teresita Maz PO BOX 30060, DURHAM, NC 27702 | VP, Operations | 40 | $0 |
| Katie Eyes PO BOX 30060, DURHAM, NC 27702 | VP, Strategy | 40 | $0 |
| Stran Summers PO BOX 30060, DURHAM, NC 27702 | VP, Finance | 1.5 | $0 |
| Bruce Sickel PO BOX 30060, DURHAM, NC 27702 | Treasurer | 1.5 | $0 |
| David Lamb PO BOX 30060, DURHAM, NC 27702 | Secretary | 1.5 | $0 |
| Heather Rogers PO BOX 30060, DURHAM, NC 27702 | Assistant Secretary | 1.5 | $0 |
| Kelly Calabria PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Arif M Khan PO BOX 30060, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Sarah Smith PO Box 30060, DURHAM, NC 27702 | VP, Learning & Foundation Oper | 40 | $0 |
990-PF for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robin Gary Cummings PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $5,000 |
| Pilar Rocha-Goldberg PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $5,000 |
| Tunde Sotunde MD PO BOX 2291, DURHAM, NC 27702 | Director | 1 | $0 |
| Anita Brown-Graham PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Santiago Estrada PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Harold Martin Ph D PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Jack Kenley PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $0 |
| John Kimberly PO BOX 2291, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| Mitch Perry PO BOX 2291, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| Roberta Capp PO BOX 2291, DURHAM, NC 27702 | DIRECTOR | 0.5 | $0 |
| Francesca Gary PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $0 |
| John Lumpkin MD PO Box 2291, Durham, NC 27702 | President | 20 | $0 |
| Teresita Maz PO BOX 2291, DURHAM, NC 27702 | VP, Operations | 40 | $0 |
| Katie Eyes PO BOX 2291, DURHAM, NC 27702 | VP, Strategy | 40 | $0 |
| Stran Summers PO BOX 2291, DURHAM, NC 27702 | VP, Finance | 1.5 | $0 |
| Bruce Sickel PO BOX 2291, DURHAM, NC 27702 | Treasurer | 1.5 | $0 |
| David Lamb PO BOX 2291, DURHAM, NC 27702 | Secretary | 1.5 | $0 |
| Heather Rogers PO BOX 2291, DURHAM, NC 27702 | Assistant Secretary | 1.5 | $0 |
| Kelly Calabria PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $0 |
| Arif M Khan PO BOX 2291, DURHAM, NC 27702 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30060, DURHAM, NC 27702-3060
- In care of
- % ARLENE CHARLES DPA
- Signed the 990-PF
- STRAN SUMMERS, VP,FINANCE&OPERATION
- Phone
- (984) 777-6137
- Website
- WWW.BCBSNCFOUNDATION.ORG
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 56-2226009
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $216,970,032
- Income (IRS master file)
- $25,649,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $14,674,399 | $34,347,999 | $216,970,032 | IRS |
| 990-PF | June 2024 | $32,124,229 | $37,600,477 | $223,345,786 | IRS |
| 990-PF | June 2023 | $6,752,351 | $28,645,255 | $209,122,897 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2226009).
Questions about BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION
- What is the EIN of BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION?
- The employer identification number (EIN) of BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION is 56-2226009.
- Is BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $14,674,399, expenses of $34,347,999 and total assets of $216,970,032 at year end.
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