EIN 56-0529965

Duke Endowment

IRS 501(c) type
501(c)(3)
Num. employees
64
Year formed
1938
Most recent tax filings
2022-12-01
NTEE code, primary
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
$497,718,591
2022
Total expenses
$255,056,319
2022
Total assets
$3,619,520,233
2022
Num. employees
64
2022

Program areas at Duke Endowment

Conducting studies, evaluations, and research for various grant projects.
Communicating The work and mission of our grantees through our website, reports, newsletters and social media efforts, informing The field about strategy and outcomes.
Conducting educational conferences and seminars.

Grants made by Duke Endowment

GranteeGrant descriptionAmount
Furman UniversityTo Commemorate the Duke Endowments Centennial, Unrestricted Operating Support Due To Financial Hardship.$9,300,000
Duke University Health SystemTo Continue To Strengthen Dukes Capacity and Reputation in the Sciences By Recruiting and Retaining Outstanding Faculty for the University Health System.$7,500,000
Davidson CollegeTo Strengthen the James B. Duke Scholarship Program (Endowed).$6,955,995
...and 264 more grants made totalling $128,409,812

Who funds Duke Endowment

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Blue Meridian PartnersTo Support Scaling Plan$34,077,800
LVH Als FoundationOperational Support$60,000

Personnel at Duke Endowment

NameTitleCompensation
Harris E. DeloachChief Executive Officer
Karen H RogersChief Financial Officer and Treasurer$388,114
K. Todd WalkerManaging Director$387,960
Susan L. McConnellVice President and Director of Human Resources$386,169
Lin B. HollowellDirector
...and 15 more key personnel

Financials for Duke Endowment

RevenuesFYE 12/2022
Total grants, contributions, etc.$17,077,800
Investment income and dividends$52,458,373
Net rental income$0
Net gain from sale of non-inventory assets$427,808,122
Gross sales of inventory$0
Miscellaneous revenues$374,296
Total revenues$497,718,591

Form 990s for Duke Endowment

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990PFView PDF
2021-122023-02-13990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-15990PFView PDF
2018-122020-01-31990PFView PDF
...and 6 more Form 990s

Organizations like Duke Endowment

OrganizationLocationRevenue
M J Murdock Charitable TrustVancouver, WA$199,263,770
Barr FoundationBoston, MA$269,268,699
Peter and Carmen Lucia Buck Foundation (PCLB)New York, NY$205,282,218
Andrew W. Mellon FoundationNew York, NY$320,667,704
Klarman Family FoundationBoston, MA$132,725,348
Surdna FoundationNew York, NY$193,448,000
Novo FoundationKingston, NY$332,640,783
Gordon E and Betty I Moore FoundationPalo Alto, CA$654,188,442
The Leona M and Harry B Helmsley Charitable TrustNew York, NY$629,133,449
The Susan Thompson Buffett FoundationOmaha, NE$1,270,458,581
Data update history
January 6, 2024
Posted financials
Added Form 990PF for fiscal year 2022
December 26, 2023
Used new vendors
Identified 3 new vendors, including , , and
June 30, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 19, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 13, 2023
Received grants
Identified 1 new grant, including a grant for $150,000 from LVH Als Foundation
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Community improvement
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsAccepts online donations
General information
Address
800 E 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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