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EIN 56-0529965

Duke Endowment

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Charlotte
State
North Carolina
Year formed
1938
Most recent tax filings
2019-12-01
NTEE code, primary
T20: Private Foundations
Description
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.
Total revenues
$244,646,086
2019
Total expenses
$195,702,527
2019
Total assets
$2,808,215,541
2019
Num. employees
n/a

Program areas at Duke Endowment

Conducting educational conferences and seminars.
Conducting studies/evaluations/research for various grant projects.
Support program staff on boards and advisory committees of charitable organizations or task forces.

Grants made by Duke Endowment

GranteeGrant descriptionAmount
Duke UniversityTo Provide Unrestricted Operating Support.$12,500,000
Duke UniversityTo Strengthen Duke?s Capacity and Reputation in the Sciences By Recruiting and Retaining Outstanding Faculty for the University.$10,625,000
Furman UniversityTo Support ""the Furman Advantage"" Through Strategic Initiatives That Will Help the University Become More Competitive in the Marketplace and Better Meet the Needs of Students.$6,561,759
...and 238 more grants made totalling $105,691,911

Who funds Duke Endowment

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Blue Meridian PartnersTo Support Scaling Plan$19,600,000
LVH Als FoundationOperational Support$300,000

Personnel at Duke Endowment

NameTitleCompensation
Harris E. DeloachChief Executive Officer
Karen H. RogersChief Financial Officer and Treasurer / Finance$320,273
Charles C. Lucas IiiGeneral Counsel and Chief Compliance Officer$157,443
William F. BaconVice President and Director of Evaluation
K. Todd WalkerManaging Director / Director of Investments$331,134
...and 17 more key personnel

Financials for Duke Endowment

RevenuesFYE 12/2019
Total grants, contributions, etc.$0
Investment income and dividends$52,944,824
Net rental income$0
Net gain from sale of non-inventory assets$191,701,262
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$244,646,086

Form 990s for Duke Endowment

Fiscal year endingDate received by IRSFormPDF link
2019-122021-06-15990PFView PDF
2018-122020-01-31990PFView PDF
2017-122018-12-20990PFView PDF
2016-122017-11-21990PFView PDF
2015-122016-11-18990PFView PDF
...and 3 more Form 990s

Organizations like Duke Endowment

OrganizationLocationRevenue
The Schmidt Family Foundation (TSFF)Palo Alto, CA$287,138,537
Novo FoundationBrooklyn, NY$396,208,057
Charles Koch FoundationArlington, VA$66,719,973
The Ford FoundationNew York, NY$460,414,672
William Penn FoundationPhiladelphia, PA$266,783,240
The Leona M and Harry B Helmsley Charitable TrustNew York, NY$191,503,372
Michael and Susan Dell Foundation (MSDF)Austin, TX$321,556,498
James Irvine FoundationSan Francisco, CA$106,811,064
Carnegie Corporation of New YorkNew York, NY$254,090,060
Hearst FoundationsNew York, NY$92,096,829
Data update history
April 16, 2022
Updated personnel
Identified 10 new personnel
October 22, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 27, 2021
Used new vendors
Identified 5 new vendors, including , , , , and
September 26, 2021
Updated personnel
Identified 5 new personnel
June 22, 2021
Received grants
Identified 2 new grant, including a grant for $19,600,000 from Blue Meridian Partners
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationCharities
Issues
Community improvementForeign affairsInternational development
Characteristics
ReligiousProvides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
800 East Morehead St
Charlotte, NC 28202
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Website URL
dukeendowment.org 
Phone
(704) 376-0291
Facebook page
TheDukeEndowment 
IRS details
EIN
56-0529965
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1938
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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