Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $370,592,635 | $301,842,921 | $276,183,294 | $3,567,263,777 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| DUKE UNIVERSITYDURHAM, NC | TO COMMEMORATE THE DUKE ENDOWMENT'S AND DUKE UNIVERSITY'S SHARED CENTENNIAL (ENDOWED). | $21,500,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Barnet Iii | TRUSTEE | 5.50 | $191,048 |
| Dennis M Campbell | TRUSTEE/VICE-CHAIR | 5.50 | $191,048 |
| John Fav Cecil | TRUSTEE | 5.50 | $191,048 |
| Ravenel B Curry Iii | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $3,475,915,883 |
| FY2023 | 990-PF | $142,024,971 | $254,434,115 | $245,821,364 | $3,502,993,986 | $3,386,267,671 |
| FY2022 | 990-PF | $497,718,591 | $255,056,319 | $231,629,972 | $3,619,520,233 | $3,520,936,227 |
| FY2021 | 990-PF | $832,404,504 | $220,201,927 | $195,110,364 | $3,374,460,396 | $3,237,040,871 |
| FY2020 | 990-PF | $163,153,625 | $208,170,047 | $190,126,208 | $2,769,856,640 | $2,646,861,371 |
| FY2019 | 990-PF | $244,646,086 | $195,702,527 | $177,249,374 | $2,808,215,541 | $2,713,994,281 |
| DUKE UNIVERSITYDURHAM, NC |
| TO PROVIDE UNRESTRICTED OPERATING SUPPORT. |
| $13,541,600 |
| 2023 |
| DUKE UNIVERSITYDURHAM, NC | TO PROVIDE UNRESTRICTED OPERATING SUPPORT. | $12,500,000 | 2020 |
| DUKE UNIVERSITYDURHAM, NC | TO PROVIDE UNRESTRICTED OPERATING SUPPORT. | $12,500,000 | 2021 |
| Duke UniversityDurham, NC | To provide unrestricted operating support. | $12,500,000 | 2019 |
| DUKE UNIVERSITYDURHAM, NC | TO PROVIDE UNRESTRICTED OPERATING SUPPORT. | $11,458,400 | 2022 |
| Duke UniversityDurham, NC | To strengthen Duke?s capacity and reputation in the sciences by recruiting and retaining outstanding faculty for the university. | $10,625,000 | 2019 |
| Duke University School of MedicineDurham, NC | To strengthen Duke?s capacity and reputation in the sciences by recruiting and retaining outstanding faculty for the University Health System. | $10,625,000 | 2019 |
| DAVIDSON COLLEGEDAVIDSON, NC | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL AND EXPAND STUDENT ACCESS AND EXPERIENTIAL LEARNING. | $10,000,000 | 2023 |
| BLUE MERIDIAN PARTNERS INCNEW YORK, NY | TO SUPPORT THE SPARTANBURG ACADEMIC MOVEMENT, INC. THAT WORKS TO IMPROVE ECONOMIC MOBILITY BY IMPROVING ACADEMIC ACHIEVEMENT ACROSS SPARTANBURG COUNTY, SOUTH CAROLINA. | $9,833,000 | 2023 |
| FURMAN UNIVERSITYGREENVILLE, SC | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL, UNRESTRICTED OPERATING SUPPORT DUE TO FINANCIAL HARDSHIP. | $9,300,000 | 2022 |
| DUKE UNIVERSITYDURHAM, NC | TO SUPPORT THE DIVERSITY, INCLUSION AND ANTI-RACISM INITIATIVE. | $8,591,509 | 2022 |
| JOHNSON C SMITH UNIVERSITYCHARLOTTE, NC | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL, SUPPORT FOR IMPLEMENTING THE NEW STRATEGIC PLAN IN COORDINATION WITH THE CHARLOTTE MAYORS RACIAL EQUITY CAMPAIGN. | $8,000,000 | 2023 |
| BLUE MERIDIAN PARTNERS INCNEW YORK, NC | TO SUPPORT SCALING OF EFFECTIVE SOLUTIONS FOR YOUNG PEOPLE AND FAMILIES IN POVERTY. | $7,642,687 | 2020 |
| DUKE UNIVERSITYDURHAM, NC | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY. | $7,500,000 | 2022 |
| DUKE UNIVERSITY HEALTH SYSTEMDURHAM, NC | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY HEALTH SYSTEM. | $7,500,000 | 2022 |
| JOHNSON C SMITH UNIVERSITY INCORPORATEDCHARLOTTE, NC | WEST TRADE ACTIVATION PLAN | PHASES 1 AND 2 | LAND | $6,990,000 | 2021 |
| DAVIDSON COLLEGEDAVIDSON, NC | TO STRENGTHEN THE JAMES B. DUKE SCHOLARSHIP PROGRAM (ENDOWED). | $6,955,995 | 2022 |
| DUKE UNIVERSITYDURHAM, NC | TO COMMEMORATE THE DUKE ENDOWMENT'S AND DUKE UNIVERSITY'S SHARED CENTENNIAL (EXPENDABLE). | $6,808,000 | 2024 |
| DUKE UNIVERSITY HEALTH SYSTEMDURHAM, NC | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY HEALTH SYSTEM. | $6,750,000 | 2024 |
| DUKE UNIVERSITYDURHAM, NC | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY. | $6,750,000 | 2021 |
| DUKE UNIVERSITY HEALTH SYSTEM INCDURHAM, NC | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY HEALTH SYSTEM. | $6,750,000 | 2021 |
| DUKE UNIVERSITYDURHAM, NC | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY. | $6,750,000 | 2024 |
| BLUE MERIDIAN PARTNERS INCNEW YORK, NY | TO SUPPORT SCALING OF EFFECTIVE SOLUTIONS FOR YOUNG PEOPLE AND FAMILIES IN POVERTY. | $6,663,687 | 2022 |
| Furman UniversityGreenville, SC | To 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 | 2019 |
| 5.50 |
| $191,048 |
| Pamela Davies | TRUSTEE | 5.50 | $191,048 |
| Harris E Deloach Jr | TRUSTEE | 5.50 | $191,048 |
| Allyson K Duncan | TRUSTEE | 5.50 | $191,048 |
| Constance F Gray | TRUSTEE (RETIRED ON 12/31/2024) | 5.50 | $191,048 |
| J Trent Jones | TRUSTEE | 5.50 | $191,048 |
| Charles C Lucas Iii | TRUSTEE/CHAIR | 10.00 | $191,048 |
| Clarence G Newsome | TRUSTEE | 5.50 | $191,048 |
| Minor M Shaw | TRUSTEE | 5.50 | $191,048 |
| Jean G Spaulding | TRUSTEE/VICE-CHAIR | 5.50 | $191,048 |
| Kenneth D Weeks Jr | TRUSTEE (RETIRED ON 5/31/2024) | 5.50 | $79,603 |
| Judy Woodruff | TRUSTEE | 5.50 | $191,048 |
| Cammie R Hauptfuhrer | TRUSTEE (ELECTED ON 10/08/2024) | 5.50 | $47,762 |
| William F Bacon | VP & DIRECTOR OF EVALUATION | 40.00 | $408,782 |
| Rhett N Mabry | PRESIDENT | 40.00 | $731,243 |
| Susan L Mcconnell | VP & DIR. OF HUMAN RESOURCES | 40.00 | $414,010 |
| Karen H Rogers | CFO, TREASURER AND SEC. | 40.00 | $417,566 |
| See Stmt 19 Part Vii Explanation | N/A | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.