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 services2016-12-31

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 of Payroll and Benefits-Nov. 5, 2017
█████ ██ █████████Director , Human Resources-Sept. 26, 2018
██████ ██ ████████Program Director-Sept. 26, 2018
███████ ██ █████Director , Evaluation-Sept. 26, 2018
...and eight 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
3William and Flora Hewlett Foundation501(c)(3)$609 millionMenlo Park, CA
4The JPB Foundation501(c)(3)$257 millionNew York, NY
5James Irvine Foundation501(c)(3)$128 millionSan Francisco, CA
6Carnegie Corporation of New York501(c)(3)$231 millionNew York, NY
7The Leona M and Harry B Helmsley Charitable Trust501(c)(3)$191 millionNew York, NY
8W.K. Kellogg Foundation (WKKF)501(c)(3)$386 millionBattle Creek, MI
9William Penn Foundation501(c)(3)$217 millionPhiladelphia, PA
10Wyss Foundation501(c)(3)$169 millionWashington, DC
11Barr Foundation501(c)(3)$150 millionBoston, MA
12Gates Family Foundation (GFF)501(c)(3)$67 millionDenver, CO
13Mcknight Foundation501(c)(3)$183 millionMinneapolis, MN
14John S. and James L. Knight Foundation501(c)(3)$186 millionMiami, FL
15Foundation for A Better World501(c)(3)$181 millionMarietta, GA
16Medtronic Foundation501(c)(3)$80 millionFridley, MN
17Ewing Marion Kauffman Foundation501(c)(3)$177 millionKansas City, MO
18The Wallace Foundation501(c)(3)$86 millionNew York, NY
19Richard M Schulze Family Foundation501(c)(3)$80 millionMinneapolis, MN
20Tarsadia Foundation501(c)(3)$106 millionNewport Beach, CA
21David and Lucile Packard Foundation501(c)(3)$355 millionLos Altos, CA
22Richard King Mellon Foundation501(c)(3)$181 millionLigonier, PA
23Robert Wood Johnson Foundation (RWJF)501(c)(3)$548 millionPrinceton, NJ
24Matan B'seter Foundation501(c)(3)$289 millionNew York, NY
25George Gund Foundation501(c)(3)$76 millionCleveland, OH