Cause IQ organization profile

Duke Endowment

Form 990s | Financials | Vendors | Personnel | Peers

Duke Endowment is a private foundation based in Charlotte, NC that was founded in 1938. As of 2019 they had $265 million in revenue and $2.6 billion in assets.

The Duke Endowment works to help people and strengthen communities in North Carolina and South Carolina by nurturing children, promoting health, educating minds and enriching spirits.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Duke Endowment

Fiscal year endingDate received by IRSFormPDF link
2018-12Jan 31, 2020990PFView PDF
2017-12Dec 20, 2018990PFView PDF
2016-12Nov 21, 2017990PFView PDF
2015-12Nov 18, 2016990PFView PDF
2014-12Nov 24, 2015990PFView PDF
...and two more Form 990 PDFs

Financials for Duke Endowment

Total grants, contributions, etc.$6,450,000
Investment income and dividends$48,968,927
Net rental income$127,501
Net gain from sale of non-inventory assets$209,606,658
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$265,153,086

Vendors for Duke Endowment

VendorServicesAmount paidDate
DrupalContent management system software2020-06-15
█████ ████████ ███Tax accounting2020-01-31
██████Actuarial services2019-12-31

Personnel at Duke Endowment

NameTitleCompensationMost recent data
Harris E. Deloach JR.Chief Executive Officer-June 3, 2020
Karen H. RogersFinance / Chief Financial Officer and Treasurer-June 3, 2020
███████ ██ █████ ███General Counsel and Chief Compliance Officer-June 3, 2020
██████ ██ ████████ ██Vice President and General Counsel-Sept. 26, 2018
██ ████ ██████Managing Director-Oct. 4, 2018
████ ██ █████Director , Information Technology-Oct. 8, 2018
█████ ██ █████████Director , Human Resources-Sept. 26, 2018
██████ ██ ████████Program Director-Sept. 26, 2018
███████ ██ █████Director , Evaluation-Sept. 26, 2018
███████ ██ ███████Communications / Director-June 3, 2020
...and seven more key personnel

Peer private foundations

1Michael and Susan Dell Foundation (MSDF)501(c)(3)$139 millionAustin, TX
2Ralph C Wilson Jr Foundation501(c)(3)$72 millionDetroit, MI
3The Leona M and Harry B Helmsley Charitable Trust501(c)(3)$191 millionNew York, NY
4W.K. Kellogg Foundation (WKKF)501(c)(3)$386 millionBattle Creek, MI
5James Irvine Foundation501(c)(3)$81 millionSan Francisco, CA
6The JPB Foundation501(c)(3)$257 millionNew York, NY
7William and Flora Hewlett Foundation501(c)(3)$609 millionMenlo Park, CA
8Carnegie Corporation of New York501(c)(3)$231 millionNew York, NY
9The Wallace Foundation501(c)(3)$86 millionNew York, NY
10George Gund Foundation501(c)(3)$76 millionCleveland, OH
11Matan B'seter Foundation501(c)(3)$289 millionNew York, NY
12Tarsadia Foundation501(c)(3)$106 millionNewport Beach, CA
13David and Lucile Packard Foundation501(c)(3)$440 millionLos Altos, CA
14Richard King Mellon Foundation501(c)(3)$181 millionLigonier, PA
15Otto Bremer Trust (OBT)501(c)(3)$94 millionSt Paul, MN
16John Templeton Foundation501(c)(3)$232 millionWest Conshohocken, PA
17Harry & Jeanette Weinberg Foundation501(c)(3)$138 millionOwings Mills, MD
18Eli and Edythe Broad Foundation501(c)(3)$66 millionLos Angeles, CA
19The Louis and Gloria Flanzer Philanthropic Trust501(c)(3)$95 millionNew York, NY
20The Schmidt Family Foundation (TSFF)501(c)(3)$613 millionPalo Alto, CA
21Houston Endowment501(c)(3)$115 millionHouston, TX
22John D & Catherine T Macarthur Foundation501(c)(3)$132 millionChicago, IL
23Gordon E and Betty I Moore Foundation501(c)(3)$530 millionPalo Alto, CA
24Joyce Foundation501(c)(3)$75 millionChicago, IL
25Moody Foundation501(c)(3)$124 millionGalveston, TX