DUKE ENDOWMENT: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DUKE ENDOWMENT (EIN 56-0529965)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349102042
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T13:45:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S COLLEGE ST STE 2500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560529965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUKE ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN H ROGERS TREASURER | InCareOfNm |
| Business Name Control | DUKE | BusinessNameControlTxt |
| Phone | 7043760291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST MOREHEAD STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN H ROGERS | PersonNm |
| Person Title | CFO/Treasurer | PersonTitleTxt |
| Phone | 7043760291 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.188.6.222 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 56917520203185000033 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 99CBCA81BD9D7282D80BCD9C83726E5B54E620AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6B35E744783F40A476E0BE117D0F40AD03900B82 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,902,802,953 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,944,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,764,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,701,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,094,270,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,816,580 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $51,233,593 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $244,646,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $369,815,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,705,596 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $333,925 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,092,576 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,452,610 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $316,133 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,062,303 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,852,014 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $121,932 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,656,839 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,963 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $64,963 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $350,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,596 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $298,010 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,108,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,569,926 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,527,977 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $22,419,066 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $701,491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,256,154 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,577,662 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,743,888 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,277 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,732,611 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $329,701 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,265 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $324,436 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $555,697 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $555,697 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,772,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,605,898 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,240,593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,215,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,682,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,556,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,487,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,487,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,702,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,682,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,043,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,943,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $282,132,960 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248,597 | CashBOYAmt |
| Cash EOY | $1,166,404 | CashEOYAmt |
| Cash EOYFMV | $1,166,404 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,292,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,533,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,561,443 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $96,277,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,777,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,929,145 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,040,834 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $6,040,834 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,040,834 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,594,320,232 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,627,682,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,641,090,572 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,043,616 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,723,579 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,691,537 | LandBOYAmt |
| Land EOY | $38,320,037 | LandEOYAmt |
| Land EOYFMV | $38,320,037 | LandEOYFMVAmt |
| Other Assets BOY | $4,656,081 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,694,518 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,694,518 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,753,486,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,808,215,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,902,802,953 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,753,875 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,892,063 | AccountsPayableEOYAmt |
| Grants Payable BOY | $19,036,398 | GrantsPayableBOYAmt |
| Grants Payable EOY | $20,329,033 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $33,549,988 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $32,324,092 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $3,659,452 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,676,072 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $80,999,713 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $94,221,260 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,597,663 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,452,578 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,669,889,484 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,709,541,703 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,672,487,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,713,994,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,753,486,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,808,215,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,672,487,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,943,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $386,186 | OtherIncreasesAmt |
| Subtotal | $2,721,816,892 | SubtotalAmt |
| Other Decreases | $7,822,611 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,713,994,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PASS THROUGH INVESTMENTS | P | $117,993,514 | $117,993,514 | $117,993,514 | |
| PUBLICLY TRADED SECURITIES | P | $1,924,503,125 | $69,585,301 | $69,585,301 | $1,854,917,824 |
| DISTRIBUTIONS IN EXCESS OF BASIS | P | $38,724,366 | $38,724,366 | $38,724,366 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $1,031,509 | $1,031,509 | $1,031,509 | |
| PUT OPTIONS | P | -$194,000 | -$194,000 | $194,000 | |
| FUTURES CONTRACTS | P | -$9,466,128 | -$9,466,128 | $9,466,128 | |
| FOREIGN EXCHANGE CONTRACTS | P | $6,707,601 | $6,707,601 | $6,707,601 | |
| SWAPS | P | $5,309,943 | $5,309,943 | $5,309,943 | |
| DISPOSAL OF ALTERNATIVE INVESTMENTS | P | -$7,875,526 | -$7,875,526 | $7,875,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,816,580 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $176,271,055 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,588,349,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,313,305 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,407,740,734 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043522 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,788,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,209,685,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,796,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,350,297,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040831 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $170,921,969 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,321,357,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051461 | DistributionYr5Rt |
| Total Distribution | 0.230358 | TotalDistributionRt |
| Average Distribution | 0.046072 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,675,730,362 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,348,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,821,330 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,169,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $177,249,374 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,821,330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,821,330 | SubtotalAmt |
| Tax Based On Investment Income | $2,821,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,783,368 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,783,368 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,962,038 | OverpaymentAmt |
| Applied To ES Tax | $1,962,038 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DUKEENDOWMENT.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN H ROGERS TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043760291 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 EAST MOREHEAD ST | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| William Barnet III | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,733 |
| Dennis M Campbell | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,733 |
| John F A V Cecil | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,733 |
| Ravenel B Curry III | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,733 |
| Harris E Deloach Jr | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| Constance F Gray | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| J Trent Jones | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| Thomas S Kenan III | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| Charles C Lucas III | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| C G Newsome | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| Wilhelmina M Reuben-Cooke | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee (Thru 10/22/2019) | 5.5 | $131,203 | $0 | $3,734 |
| Minor M Shaw | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee/Chairman | 14.5 | $157,443 | $0 | $3,734 |
| Jean G Spaulding | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee/Vice-Chair | 5.5 | $157,443 | $0 | $3,734 |
| Kenneth D Weeks Jr | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| Judy Woodruff | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | Trustee | 5.5 | $157,443 | $0 | $3,734 |
| Rhett N Mabry | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | President | 40.0 | $554,487 | $226,353 | $1,328 |
| Arthur E Morehead IV | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | V.P. and General Counsel | 40.0 | $84,171 | $43,131 | $1,328 |
| Karen H Rogers | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | CFO and Treasurer | 40.0 | $320,273 | $81,786 | $1,328 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PHILLIP REDMOND JR | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 282022706 | DIR. CHILD CARE | 40.0 | $262,234 | $51,300 | $0 |
| LINWOOD HOLLOWELL | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 282022706 | DIR. HEALTH CARE | 40.0 | $261,020 | $52,714 | $0 |
| SUSAN L MCCONNELL | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 282022706 | DIR. HR & EDUCATION | 40.0 | $309,869 | $51,418 | $0 |
| ROBERT WEBB III | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 282022706 | DIR. RURAL CHURCHES | 40.0 | $269,690 | $29,284 | $0 |
| K TODD WALKER | ||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 282022706 | DIR. OF INVESTMENTS | 40.0 | $331,134 | $80,005 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 31 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| DUMAC LLC | |||||||||
| 406 BLACKWELL STREET SUITE 300 | DURHAM | NC | 27701 | INVESTMENT ADVISOR | $4,977,349 | ||||
| RGM Capital | |||||||||
| 9010 Strada Stell Ct | NAPLES | FL | 34109 | Investment Manager | $1,639,872 | ||||
| Incentive AS | |||||||||
| Investment Manager | $1,083,829 | KRISTIAN AUGUSTS GATE | OSLO | NO | 0164 | ||||
| BNY Mellon Bank | |||||||||
| 240 Greenwich Street | NEW YORK | NY | 10286 | Custody Bank | $619,620 | ||||
| Praesidium | |||||||||
| 1411 Broadway | NEW YORK | NY | 10018 | Investment Manager | $505,959 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 48 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONDUCTING EDUCATIONAL CONFERENCES AND SEMINARS. | Description1Txt |
| Expenses1 | $309,811 | Expenses1Amt |
| Description2 | CONDUCTING STUDIES/EVALUATIONS/RESEARCH FOR VARIOUS GRANT PROJECTS. | Description2Txt |
| Expenses2 | $1,025,170 | Expenses2Amt |
| Description3 | SUPPORT PROGRAM STAFF ON BOARDS AND ADVISORY COMMITTEES OF CHARITABLE ORGANIZATIONS OR TASK FORCES. | Description3Txt |
| Expenses3 | $77,700 | Expenses3Amt |
| Description4 | COMMUNICATING THE WORK AND MISSION OF OUR GRANTEES THROUGH OUR WEBSITE, REPORTS, NEWSLETTERS, AND SOCIAL MEDIA EFFORTS, INFORMING THE FIELD ABOUT STRATEGY AND OUTCOMES. | Description4Txt |
| Expenses4 | $555,697 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,721,179,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,526,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,731,705,951 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,731,705,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,975,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,675,730,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,786,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,786,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,821,330 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $50,077 | IncomeTaxAmt |
| Total Tax | $2,871,407 | TotalTaxAmt |
| Distributable Before Adj | $180,915,111 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $386,186 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $181,301,297 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,301,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,043,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $206,161 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $177,249,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,821,330 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,428,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,301,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,769,551 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,249,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,769,551 | AppliedToYear1Amt |
| Applied To Current Year | $116,479,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $64,821,474 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mr Rhett N Mabry President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 East Morehead Street | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282024012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043760291 | RecipientPhoneNum |
| Form And Info And Materials | No specific forms are required for letters of inquiry. be Forms for formal applications are available on the Endowment's website. There are no submission deadlines. The following information may be helpful to potential grantees: Eligible requests will be referred to an appropriate program officer in our education, health care, child care, or rural church program areas. The program officer may request a full proposal, including project description, budget, funding sources, board members, and other pertinent information. If a meeting is desirable, the program officer will arrange this, as well as site visits or other conferences. If the proposal is eligible and complete, the program officer will take it to a committee of the trustees. The trustees of The Duke Endowment maintain committees for each of the four program areas. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | If the proposal is endorsed by the appropriate committee, it is then taken to the board of trustees | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Duke Endowment is a charitable trust, established in 1924 by North Carolina industrialist James Buchanan Duke. While the Endowment is legally a trust, it also meets the definition of a private or independent foundation. The charter instrument that created The Duke Endowment is the Indenture of Trust. In it, Mr. Duke specified those who would be eligible for grants, stated his reasons for these choices, and gave clear instructions about the future operation of the trust. Under guidelines explained in the Indenture, the Endowment awards grants to the following: 1. Four educational institutions: Duke University, Davidson College, Furman University, and Johnson C. Smith University. Grants are made for general and special purposes. 2. Not-for-profit hospitals and health-care organizations in North Carolina and South Carolina. Grants are made for programs and for improving and expanding facilities. 3. Not-for-profit child-care institutions and selected other agencies supporting children' | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (414 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Child's Haven | |||||||
| 20 Martin Drive | Greenville | SC | 296176732 | NONE | PC | To support the integration of behavioral health treatment and therapeutic child care services. | $250,000 |
| Alamance County Children's Dental Clinic | |||||||
| 1914 McKinney Street | Burlington | NC | 272172954 | NONE | PC | To establish a school-based preventative and treatment program in Alamance County. | $250,000 |
| Alamance County Children's Dental Clinic | |||||||
| 1914 McKinney Street | Burlington | NC | 272172954 | NONE | PC | To support a School-Based Oral Health initiative. | $65,000 |
| Albemarle Hospital Foundation | |||||||
| 918 Greenleaf Street | Elizabeth City | NC | 279093552 | NONE | PC | To expand a community network of care for the low-income, uninsured in eastern North Carolina. | $400,000 |
| Alexander County Health Department | |||||||
| 338 1st Ave SW | Taylorsville | NC | 28681 | NONE | PC | To establish an integrated behavioral health program. | $75,000 |
| American Academy of Pediatrics | |||||||
| 345 Park Boulevard | Itasca | IL | 601432644 | NONE | PC | To establish social determinants of health education and training in eight pediatric residency programs across the Carolinas. | $400,000 |
| Andrews United Methodist Church | |||||||
| 101 Chestnut Street | Andrews | NC | 28901 | NONE | PC | To expand a community outreach program. | $20,000 |
| AnMed Health Foundation | |||||||
| 800 North Fant St | Anderson | SC | 296215708 | NONE | SO III FI | To expand a community network of care for the low-income, uninsured in Anderson County. | $225,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To improve patient access to cardiac care and advance system reform. | $375,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To expand a community network of care for the low-income, uninsured in Mecklenburg County. | $220,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To provide rural emergency departments with telepsychiatry and virtual navigation services. | $210,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To support and improve health in rural communities by implementing a collective impact framework to address social determinants of health. | $165,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To establish a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in York County. | $150,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To assist the ONE Charlotte Health Alliance Initiative with population health by addressing food insecurity. | $100,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To expand cancer prevention education for school-aged children. | $100,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To establish a hospital-based pediatric dentistry program. | $80,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To plan for the development of an integrated oral health and primary care model in a rural health care setting. | $25,000 |
| Axis I Center of Barnwell | |||||||
| 1644 Jackson Street | Barnwell | SC | 298122156 | NONE | PC | To establish a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Barnwell County. | $150,000 |
| Baptist Children's Homes of NoC | |||||||
| 204 Idol St | Thomasville | NC | 273604514 | NONE | PC | To support the statewide expansion of a family foster care program. | $275,000 |
| Beacon District | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To expand a collaborative home repair ministry. | $300,000 |
| Beaufort Memorial Hospital | |||||||
| 954 Ribaut Road | Beaufort | SC | 299025454 | NONE | PC | To expand a community network of care for the low-income, uninsured in Beaufort, Jasper and Hampton counties. | $500,000 |
| Benchmarks | |||||||
| 2609 Atlantic Avenue Suite 105 | Raleigh | NC | 276041550 | NONE | PC | To continue support for Partnering for Excellence. | $467,855 |
| Benchmarks | |||||||
| 2609 Atlantic Avenue Suite 105 | Raleigh | NC | 276041550 | NONE | PC | To expand Partnering for Excellence to two eastern N.C. counties. | $118,103 |
| Bethlehem United Methodist Church | |||||||
| 321 Redland Road | Advance | NC | 270066721 | NONE | PC | To support affordable housing. | $70,000 |
| Black Mountain Home for Children Youth & Families | |||||||
| 80 Lake Eden Road | Black Mountain | NC | 287118706 | NONE | PC | To support an apprenticeship program for youth aging out of care. | $125,000 |
| Blackburn's Chapel UMC | |||||||
| 3986 Todd Railroad Grade Road | Todd | NC | 28684 | NONE | PC | To expand a food ministry. | $95,000 |
| Blue Meridian | |||||||
| 415 Madison Ave Fl 10 | New York | NY | 100177949 | NONE | PC | To support scaling of effective solutions for young people and families in poverty. | $2,718,000 |
| Blue Ridge District | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To begin a faith community. | $203,000 |
| Blue Ridge Free Dental Clinic | |||||||
| 130 Highway 64 East | Cashiers | NC | 287179502 | NONE | PC | To develop a model that will increase access to preventative and restorative dental care for uninsured adults. | $57,500 |
| Blue Ridge HealthCare Foundation | |||||||
| 2201 South Sterling Street | Morganton | NC | 286554044 | NONE | PC | To expand a community network of care for the low-income, uninsured in Burke County. | $250,000 |
| Bon Secours St Francis Health System | |||||||
| 1 St Francis Drive | Greenville | SC | 296013955 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Greenville County. | $150,000 |
| Boone United Methodist Church | |||||||
| 471 New Market Boulevard | Boone | NC | 286075460 | NONE | PC | To test a summer literacy program. | $55,000 |
| Boundless Impact | |||||||
| 3125 Kathleen Avenue Suite 109 | GREENSBORO | NC | 27408 | NONE | PC | To pilot a Center for Missional Innovation. | $30,000 |
| Boys and Girls Home of North Carolina | |||||||
| 400 Flemington Dr | Lake Waccamaw | NC | 28450 | NONE | PC | To assist with hurricane recovery, restoration and preparation. | $165,698 |
| Boys and Girls Home of North Carolina | |||||||
| 400 Flemington Dr | Lake Waccamaw | NC | 28450 | NONE | PC | To replicate the Success Coach model. | $128,000 |
| Cabarrus Health Alliance | |||||||
| 300 Mooresville Road | Kannapolis | NC | 280810304 | NONE | PC | To expand school-based preventative and treatment programs in Rowan and Cabarrus counties. | $250,000 |
| CAPD | |||||||
| 268 Barren Hill Road | Conshohocken | PA | 19428 | NONE | PC | To evaluate racial equity grantmaking and partnerships. | $130,000 |
| CAPD | |||||||
| 268 Barren Hill Road | Conshohocken | PA | 19428 | NONE | PC | To continue evaluating the work of the Duke Divinity School Hispanic House of Studies. | $80,000 |
| CareSouth Carolina | |||||||
| 201 South Fifth Street | Hartsville | SC | 295504221 | NONE | PC | To expand school-based preventative and treatment programs in Chesterfield County. | $250,000 |
| Carolina Caring | |||||||
| 3975 Robinson Road | Newton | NC | 286589715 | NONE | PC | To provide community-based pediatric palliative care to children with serious illnesses. | $300,000 |
| Carolina Youth Development Center | |||||||
| 5055 Lackawanna Blvd | North Charleston | SC | 294054529 | NONE | PC | To support a director of continuous quality improvement and implementation. | $72,600 |
| Carolinas Medical Center - NorthEast | |||||||
| 920 Church Street North | Concord | NC | 280252927 | NONE | PC | To conduct community-based participatory research around the social and environmental determinants associated with childhood obesity. | $50,000 |
| CaroMont Health | |||||||
| 2525 Court Drive | Gastonia | NC | 280542140 | NONE | PC | To expand a community network of care for the low-income, uninsured in Gaston County. | $250,000 |
| Catawba County Department of Social Services | |||||||
| 3030 11th Avenue Drive SE | Hickory | NC | 286028336 | NONE | PC | To support Success Coach expansion and evaluation. | $600,000 |
| Catawba Medical Foundation | |||||||
| 810 Fairgrove Church Road SE | Hickory | NC | 286029617 | NONE | PC | To expand a community network of care for the low-income, uninsured in Lincoln, Catawba and Alexander counties. | $250,000 |
| Catawba Medical Foundation | |||||||
| 810 Fairgrove Church Road SE | Hickory | NC | 286029617 | NONE | PC | To address social determinants of health for individuals with behavioral health conditions. | $200,000 |
| Catawba Medical Foundation | |||||||
| 810 Fairgrove Church Road SE | Hickory | NC | 286029617 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Catawba County. | $150,000 |
| Cedar Grove United Methodist Church | |||||||
| 5218 Efland-Cedar Grove Rd | Cedar Grove | NC | 27231 | NONE | PC | To expand community investment in a garden and farm ministry. | $55,000 |
| Center for Child and Family Health | |||||||
| 1121 West Chapel Hill Street Suite | Durham | NC | 277013267 | NONE | PC | To support the infrastructure to ensure the effective implementation of evidence-based mental health treatment models across the Carolinas. | $458,000 |
| Center for Child and Family Policy | |||||||
| Erwin Square Mill Building Bay C | Durham | NC | 277080539 | NONE | PC | To sustain implementation of The Incredible Years Teacher Classroom Management and Dinosaur programs in Guilford County. | $168,608 |
| Center for Effective Philanthropy | |||||||
| 675 Massachusetts Ave 7th Floor | Cambridge | MA | 021393309 | NONE | PC | In honor of Phil Buchanan for addressing the board on November 5, 2019. | $5,000 |
| Center for Rural Strategies | |||||||
| 46 East Main Street | Whitesburg | KY | 41858 | NONE | PC | To support an initiative to empower rural women leaders. | $160,000 |
| Chapin Hall Center for Children | |||||||
| 1313 E 60th Street | Chicago | IL | 606372830 | NONE | PC | To support Family First Prevention Services readiness planning and initial implementation in North Carolina. | $337,818 |
| Charles A Cannon Jr Memorial Hospital | |||||||
| 434 Hospital Drive | Linville | NC | 286460787 | NONE | PC | To establish a community paramedicine program in Avery County. | $121,000 |
| Chatham Hospital | |||||||
| 475 Progress Blvd | Siler City | NC | 273446787 | NONE | PC | To re-open the maternity care unit at Chatham Hospital using a unique care model that can be replicated in other rural communities. | $270,000 |
| Chatham Hospital | |||||||
| 475 Progress Blvd | Siler City | NC | 273446787 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Chatham County. | $150,000 |
| Child Trends | |||||||
| 7315 Wisconsin Avenue Suite 1200W | Bethesda | MD | 208143666 | NONE | PC | To evaluate the expansion of the Child Well-Being Project. | $121,125 |
| Child Trends | |||||||
| 7315 Wisconsin Avenue Suite 1200W | Bethesda | MD | 208143666 | NONE | PC | To evaluate how children adopted from foster care in North Carolina fare as young adults. | $102,857 |
| Children & Family Resource Center | |||||||
| PO Box 1105 | Hendersonville | NC | 287931105 | NONE | PC | To implement Parent-Child Interaction Therapy. | $28,000 |
| Children and Family Futures | |||||||
| 25371 Commercentre Drive Suite 250 | Lake Forest | CA | 926308859 | NONE | PC | To incorporate evidence-based parent training programs with family drug courts. | $163,357 |
| Children's Advocacy Centers of North Carolina | |||||||
| PO Box 1020 | Graham | NC | 28253 | NONE | PC | To support CAC CareNet, a comprehensive database for accredited child advocacy centers in North Carolina. | $23,000 |
| Children's Home Society of North Carolina | |||||||
| 604 Meadow Street | Greensboro | NC | 274056600 | NONE | PC | To expand HealthySteps in Guilford County in 2020. | $1,400,773 |
| Children's Home Society of North Carolina | |||||||
| 604 Meadow Street | Greensboro | NC | 274056600 | NONE | PC | To expand HealthySteps in Guilford County in 2019. | $933,826 |
| Children's Home Society of North Carolina | |||||||
| 604 Meadow Street | Greensboro | NC | 274056600 | NONE | PC | To expand foster care, early intervention and prevention services. | $700,000 |
| Children's Home Society of North Carolina | |||||||
| 604 Meadow Street | Greensboro | NC | 274056600 | NONE | PC | To pilot a community navigation service for the Get Ready Guilford Initiative. | $148,027 |
| Children's Homes of Cleveland County | |||||||
| 425 C Cherryville Rd | Shelby | NC | 281503651 | NONE | PC | To support an independent living program. | $83,075 |
| Children's Hope Alliance | |||||||
| 156 Frazier Loop | Statesville | NC | 286776238 | NONE | PC | To evaluate a psychiatric residential reduction treatment model using the Treatment Outcome Package (TOP). | $1,040,643 |
| Children's Trust of South Carolina | |||||||
| 1330 Lady Street Suite 310 | Columbia | SC | 292013300 | NONE | PC | To support implementation of Triple P in South Carolina. | $1,546,000 |
| Children's Trust of South Carolina | |||||||
| 1330 Lady Street Suite 310 | Columbia | SC | 292013300 | NONE | PC | To support Nurse-Family Partnership in North Carolina and South Carolina. | $312,500 |
| Community Medical Clinic of Kershaw County | |||||||
| 110 E DeKalb Street Suite C | Camden | SC | 290204432 | NONE | PC | To expand a community network of care for the low-income, uninsured in Kershaw County. | $250,000 |
| Community Medical Clinic of Kershaw County | |||||||
| 110 E DeKalb Street Suite C | Camden | SC | 290204432 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Kershaw County. | $150,000 |
| Connie Maxwell Children's Home | |||||||
| 810 Maxwell Ave | Greenwood | SC | 296461934 | NONE | PC | To implement an evidence-informed foster parent skill-building model. | $100,000 |
| Conway Hospital | |||||||
| 300 Singleton Ridge Rd | Conway | SC | 295269142 | NONE | PC | To develop a residency program for family medicine physicians. | $500,000 |
| Conway Hospital | |||||||
| 300 Singleton Ridge Rd | Conway | SC | 295269142 | NONE | PC | To expand a community network of care for the low-income, uninsured in Horry County. | $250,000 |
| Conway Hospital | |||||||
| 300 Singleton Ridge Rd | Conway | SC | 295269142 | NONE | PC | To provide mobile 3D mammography to low-income, uninsured patients in Horry County. | $220,000 |
| Crossnore School & Children's Home | |||||||
| 100 DAR Drive | Crossnore | NC | 286160249 | NONE | PC | To expand Together Facing the Challenge, an evidence-informed foster care model, in western North Carolina in partnership with rural United Methodist Churches. | $272,000 |
| Cullowhee United Methodist Church | |||||||
| 416 Central Drive | Cullowhee | NC | 28723 | NONE | PC | To reinstate an after-school literacy program for English-language learners. | $40,000 |
| Cullowhee United Methodist Church | |||||||
| 416 Central Drive | Cullowhee | NC | 28723 | NONE | PC | To test a summer literacy program. | $33,000 |
| Cumberland County Department of Social Services | |||||||
| 1225 Ramsey Street | Fayetteville | NC | 283022429 | NONE | PC | To continue piloting Cumberland County's child welfare practice redesign for older youth in care. | $435,000 |
| Cumberland County Hospital System | |||||||
| 1638 Owen Drive | Fayetteville | NC | 28304 | NONE | PC | To expand the psychiatry resident program. | $350,000 |
| Cumberland County Hospital System | |||||||
| 1638 Owen Drive | Fayetteville | NC | 28304 | NONE | PC | To expand a community network of care for the low-income, uninsured in Cumberland County. | $250,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To create an academic neighborhood that supports the integration of the arts and sciences at Davidson College. | $4,000,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To provide unrestricted operating support. | $1,400,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To support efforts to diversify faculty, expand opportunities for faculty development, increase transdisciplinary teaching, and emphasize connections between the classroom and societal issues. | $500,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To support the College Advising Corps. | $180,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To support the Davidson Impact Fellows program. | $150,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To support the academic priorities and initiatives of the new chief academic officer. | $100,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To support Davidson's Leadership Development initiatives. | $75,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To support faculty to attend the National Humanities Center Summer Residency Program. | $14,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | The Resilience Project. | $3,000 |
| Davidson College | |||||||
| 102 North Main Street | Davidson | NC | 280369402 | NONE | PC | To support Davidson College's membership fee to the National Humanities Center. | $2,500 |
| Dorchester Children's Advocacy Center | |||||||
| 303 East Richardson Ave | Summerville | SC | 294836336 | NONE | PC | To build agency capacity to implement and sustain Parent-Child Interaction Therapy. | $35,000 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To study clergy effectiveness, well-being, and longevity in ministry. | $1,158,015 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To provide scholarships for the 2019 Field Education Assistant Pastors and Student Pastors program. | $1,125,000 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To support high quality continuing education events for rural United Methodist pastors. | $664,900 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To support Hispanic House of Studies 2.0. | $289,481 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To support thriving communities cohort-based clergy and lay formation. | $270,000 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To build clergy capacity for digital community formation. | $147,325 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To support the Director of Field Education and to provide training and counseling services to Field Education Students. | $125,000 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To build the capacity of rural churches to improve community health and wellness. | $62,500 |
| Duke Divinity School | |||||||
| 407 Chapel Drive | Durham | NC | 27708 | NONE | PC | To support the Licensed Local Pastor Course of Study at Duke Divinity School. | $47,500 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To provide unrestricted operating support. | $12,500,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To strengthen Duke?s capacity and reputation in the sciences by recruiting and retaining outstanding faculty for the university. | $10,625,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To endow the James B. Duke and Benjamin N. Duke Dean of the School of Law. | $2,000,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To support Duke University?s Global Perspectives Faculty Initiative. | $2,000,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To support Duke University's Fuqua Faculty Support Challenge campaign. | $1,750,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To expand Family Connects for Phase 1 of the Get Ready Guilford Initiative (Year 2). | $543,547 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To provide expendable implementation support to the World Food Policy Center. | $529,400 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To support Duke University's Spring Breakthrough program. | $500,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To support the College Advising Corps. | $450,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | The Resilience Project | $248,560 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To support Duke's Faculty Leadership Development Initiatives. | $75,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To help Duke University's Office of Civic Engagement expand its College Advising Corps by adding two corps members in Durham. | $41,738 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | To support the North Carolina Leadership Forum at the Sanford School of Public Policy at Duke University. | $35,000 |
| Duke University School of Medicine | |||||||
| 40 Medicine Circle | Durham | NC | 27710 | NONE | PC | To strengthen Duke?s capacity and reputation in the sciences by recruiting and retaining outstanding faculty for the University Health System. | $10,625,000 |
| Duke University School of Medicine | |||||||
| 40 Medicine Circle | Durham | NC | 27710 | NONE | PC | To use data to reduce opioid prescriptions and increase alternative treatments for pain management. | $2,200,000 |
| Duke University School of Medicine | |||||||
| 40 Medicine Circle | Durham | NC | 27710 | NONE | PC | To assist with obstetrics and gynecology faculty recruitment. | $1,000,000 |
| Duke University School of Medicine | |||||||
| 40 Medicine Circle | Durham | NC | 27710 | NONE | PC | To continue support for Together Facing The Challenge, an evidence-informed therapeutic foster care model. | $523,000 |
| Duke University School of Medicine | |||||||
| 40 Medicine Circle | Durham | NC | 27710 | NONE | PC | To expand a community network of care for the low-income, uninsured in Durham County. | $250,000 |
| Duke University School of Medicine | |||||||
| 40 Medicine Circle | Durham | NC | 27710 | NONE | PC | To support the Duke Department of Pediatrics in developing and testing screening tools for toxic stress and adverse childhood experiences. | $230,596 |
| Duke University School of Medicine | |||||||
| 40 Medicine Circle | Durham | NC | 27710 | NONE | PC | To create an analytic framework for predicting child maltreatment risk. | $141,368 |
| Durham County Cooperative Extension | |||||||
| 721 Foster Street | Durham | NC | 277012110 | NONE | PC | To expand the Incredible Years program in Durham County. | $80,000 |
| East Bend United Methodist Church | |||||||
| 214 E Main Street | East Bend | NC | 27018 | NONE | PC | To test a summer literacy program. | $42,000 |
| East Carolina University | |||||||
| 1000 E 5th Street | Greenville | NC | 278584353 | NONE | PC | To establish a school-based preventative and treatment program in Bertie County. | $240,000 |
| East Carolina University | |||||||
| 1000 E 5th Street | Greenville | NC | 278584353 | NONE | PC | To advance school-based oral health programs in North Carolina. | $159,500 |
| EducationNC | |||||||
| 5 West Hargett Street Suite 703 | Raleigh | NC | 27602 | NONE | PC | To help rural churches build capacity through social media technology. | $100,000 |
| El Futuro | |||||||
| 2020 Chapel Hill Road Suite 23 | Durham | NC | 277071186 | NONE | PC | To develop enhanced competencies for primary care and mental health providers. | $150,000 |
| Elon Homes of North Carolina | |||||||
| 617 North Summit Avenue | Charlotte | NC | 282165558 | NONE | PC | To continue supporting a residential transitional living program on the campus of Johnson C. Smith University. | $100,000 |
| Epworth Children's Home | |||||||
| 2900 Millwood Ave | Columbia | SC | 29205 | NONE | SO I | To continue support for the Institute for Child and Family Well-Being. | $622,000 |
| Fairview United Methodist Church | |||||||
| 2895 Old Greensboro Rd | Thomasville | NC | 273608132 | NONE | PC | To test a summer literacy program. | $40,000 |
| Fairview United Methodist Church | |||||||
| 2895 Old Greensboro Rd | Thomasville | NC | 273608132 | NONE | PC | To test a summer literacy program. | $36,000 |
| Fairway District | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To support community development efforts for Latinx populations. | $110,000 |
| Families First - NC | |||||||
| 135 Mocksville Avenue Suite 2 | Salisbury | NC | 28144 | NONE | PC | To expand the use of the Second Step curriculum in five counties. | $166,000 |
| Family Centered Treatment Foundation | |||||||
| 10140 Thomas Payne Circle | Charlotte | NC | 282778822 | NONE | PC | To evaluate Family Centered Treatment, an in-home model. | $467,000 |
| First United Methodist Church | |||||||
| 201 S Road Street | Elizabeth City | NC | 27909 | NONE | PC | To test a summer literacy program. | $43,000 |
| FirstHealth of the Carolinas | |||||||
| 155 Memorial Dr | Southern Pines | NC | 283876071 | NONE | PC | To redesign rural hospital and health care services in Montgomery County. | $350,000 |
| FirstHealth of the Carolinas | |||||||
| 155 Memorial Dr | Southern Pines | NC | 283876071 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Montgomery and Richmond counties. | $300,000 |
| Fletcher Hospital | |||||||
| 100 Hospital Drive | Hendersonville | NC | 287920253 | NONE | PC | To expand a community network of care for the low-income, uninsured in Henderson and Polk counties. | $250,000 |
| Fletcher Hospital | |||||||
| 100 Hospital Drive | Hendersonville | NC | 287920253 | NONE | PC | To establish a comprehensive, integrated behavioral health program to serve vulnerable women. | $230,000 |
| Fletcher Hospital | |||||||
| 100 Hospital Drive | Hendersonville | NC | 287920253 | NONE | PC | To improve emergency department patient care with behavioral health navigators. | $196,000 |
| Foundation for Health Leadership and Innovation | |||||||
| 2401 Weston Parkway Suite 203 | Cary | NC | 275135596 | NONE | PC | To expand a shared technology platform for a coordinated approach to delivering care in North Carolina. | $750,000 |
| Foundation for Health Leadership and Innovation | |||||||
| 2401 Weston Parkway Suite 203 | Cary | NC | 275135596 | NONE | PC | To create a tool to help providers, insurers and community-based organizations connect patients with the resources needed to address social determinants of health. | $500,000 |
| Foundation for Health Leadership and Innovation | |||||||
| 2401 Weston Parkway Suite 203 | Cary | NC | 275135596 | NONE | PC | To expand the North Carolina Oral Health Collaborative to improve oral health care in the state. | $335,200 |
| Foundation for Health Leadership and Innovation | |||||||
| 2401 Weston Parkway Suite 203 | Cary | NC | 275135596 | NONE | PC | To expand the regional community health needs assessment in North Carolina. | $247,908 |
| Foundation for Health Leadership and Innovation | |||||||
| 2401 Weston Parkway Suite 203 | Cary | NC | 275135596 | NONE | PC | To implement a regional community health needs assessment in eastern North Carolina. | $160,000 |
| Foundation For The Carolinas | |||||||
| 220 North Tryon Street | Charlotte | NC | 28202 | NONE | PC | To help Mecklenburg County?s lead early literacy organization improve third grade reading by 2025. | $150,000 |
| Foundation For The Carolinas | |||||||
| 220 North Tryon Street | Charlotte | NC | 28202 | NONE | PC | To sponsor the 2019 Inferential Focus Learning Series. | $11,000 |
| Four Seasons Compassion for Life | |||||||
| 571 South Allen Road | Flat Rock | NC | 28731 | NONE | PC | To establish the Teleios Collaborative Network, a quality improvement organization designed to increase the effectiveness of not-for-profit, community-based palliative care organizations in rural communities. | $300,000 |
| Four Seasons Compassion for Life | |||||||
| 571 South Allen Road | Flat Rock | NC | 28731 | NONE | PC | To expand a collaborative model of medical education for primary care clinicians in rural and underserved areas to provide palliative care services. | $150,000 |
| Fractured Atlas | |||||||
| 248 West 35th Street 10th Floor | New York | NY | 100012505 | NONE | PC | To test the People's Supper model for civil conversations in rural faith communities. | $271,516 |
| Frank Porter Graham Child Development Institute | |||||||
| 105 Smith Level Road | Chapel Hill | NC | 275991350 | NONE | PC | To support the statewide implementation of Triple P in North Carolina and South Carolina. | $1,001,790 |
| Frank Porter Graham Child Development Institute | |||||||
| 105 Smith Level Road | Chapel Hill | NC | 275991350 | NONE | PC | To support a planning phase for a developmental evaluation for collective impact for the Early Childhood Initiative in Guilford County, North Carolina. | $654,723 |
| Frank Porter Graham Child Development Institute | |||||||
| 105 Smith Level Road | Chapel Hill | NC | 275991350 | NONE | PC | To support the sustainable scale-up of Triple P in South Carolina. | $228,242 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | 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 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To provide unrestricted operating support. | $1,400,000 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To provide additional endowment funds to the James B. Duke Scholarship. | $1,000,000 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To support Gallup's evaluation of The Furman Advantage. | $500,000 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To support Furman University?s implementation of College Advising Corps. | $232,500 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To support the academic priorities and initiatives of the new chief academic officer. | $100,000 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To support Furman's Leadership Development initiatives. | $75,000 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To support faculty to attend the National Humanities Center Summer Residency Program. | $14,000 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | The Resilience Project. | $5,000 |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296136479 | NONE | PC | To support Furman University's membership fee to the National Humanities Center. | $2,500 |
| Gaston Family Health Services | |||||||
| 200 E 2nd Avenue | Gastonia | NC | 280524358 | NONE | PC | To expand school-based preventative and treatment programs in Lincoln, Davidson and Davie counties. | $250,000 |
| Graham County EMS | |||||||
| 70 West Fort Hill | Robbinsville | NC | 287718705 | NONE | PC | To establish a community paramedicine program in Graham County. | $111,500 |
| Granville Health System | |||||||
| 1010 College Street | Oxford | NC | 275652507 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Granville County. | $300,000 |
| Greenville Hospital System | |||||||
| 701 Grove Road | Greenville | SC | 296054210 | NONE | PC | To expand a community network of care for the low-income, uninsured in Greenville and Laurens counties. | $250,000 |
| Greenville Hospital System | |||||||
| 701 Grove Road | Greenville | SC | 296054210 | NONE | PC | To expand the Health Extension program and implement a hypertension self-management program. | $85,000 |
| Guilford Child Development | |||||||
| 1200 Arlington Street | Greensboro | NC | 274061421 | NONE | PC | To expand Nurse-Family Partnership in Guilford County through the Get Ready Guilford Initiative. | $596,536 |
| Guilford Child Development | |||||||
| 1200 Arlington Street | Greensboro | NC | 274061421 | NONE | PC | To expand Nurse-Family Partnership in Guilford County through the Get Ready Guilford Initiative. | $98,763 |
| HALOS | |||||||
| 4995 Lacross Road Suite 1250 | North Charleston | SC | 29406 | NONE | PC | To improve outcomes for children in kinship care. | $210,000 |
| Harbor District | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 27529 | NONE | PC | To engage rural United Methodists in home repair ministry. | $100,000 |
| Harnett Health System | |||||||
| 800 Tilghman Drive | Dunn | NC | 283345510 | NONE | PC | To establish a community paramedicine program in Harnett County. | $115,000 |
| Health Sciences South Carolina | |||||||
| 1301 Gervais Street Suite 225 | Columbia | SC | 292013397 | NONE | PC | To expand a Learning Health System. | $450,000 |
| Henderson County Department of Social Services | |||||||
| 1200 Spartanburg Hwy Suite 300 | Hendersonville | NC | 287925840 | NONE | PC | To pilot an in-home substance abuse treatment model. | $136,987 |
| Heritage District | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 27529 | NONE | PC | To support a literacy ministry for Hispanic children and their families. | $38,000 |
| Hickory Stand United Methodist Church | |||||||
| 16 Hickory Stand Lane | Brasstown | NC | 28902 | NONE | PC | To support healthy food production and access. | $149,458 |
| Hinton Rural Life Center | |||||||
| 2330 Hinton Center Road | Hayesville | NC | 28904 | NONE | PC | To develop a home repair training center. | $234,000 |
| Hinton Rural Life Center | |||||||
| 2330 Hinton Center Road | Hayesville | NC | 28904 | NONE | PC | To develop leaders using Asset Based Community Development. | $125,000 |
| Hinton Rural Life Center | |||||||
| 2330 Hinton Center Road | Hayesville | NC | 28904 | NONE | PC | To support a community collaborative addressing the social needs of residents in Clay and Cherokee counties. | $62,305 |
| Hope Center for Children | |||||||
| 202 Hudson L Barksdale Boulevard | Spartanburg | SC | 293063459 | NONE | PC | To replicate Trauma-Focused Cognitive Behavioral Therapy. | $120,000 |
| Hopeful Horizons | |||||||
| 1212 Charles Street | Beaufort | SC | 299024112 | NONE | PC | To expand Parent-Child Interaction Therapy. | $120,000 |
| Hospice and Palliative Care of the Blue Ridge | |||||||
| 236 Hospital Drive | Spruce Pine | NC | 287778944 | NONE | PC | To expand a palliative care program. | $100,000 |
| Impact America | |||||||
| 225 S Pleasantburg Drive Suite B9 | Greenville | SC | 296072533 | NONE | PC | To provide free vision screening and follow-up care to children ages 6 months to 5 years. | $99,000 |
| Institute for Child Success | |||||||
| 613 E McBee Ave | Greenville | SC | 29601 | NONE | PC | To understand the factors linked to child and family involvement in the child welfare system. | $100,000 |
| Institute for Emerging Issues | |||||||
| 2701 Sullivan Drive | Raleigh | NC | 276957514 | NONE | PC | To support rural churches as community anchor institutions. | $295,241 |
| Institute for Emerging Issues | |||||||
| 2701 Sullivan Drive | Raleigh | NC | 276957514 | NONE | PC | To help improve early childhood outcomes in four North Carolina communities. | $65,000 |
| J Arthur Dosher Memorial Hospital | |||||||
| 924 N Howe St | Southport | NC | 284613038 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Brunswick County. | $150,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To help Johnson C. Smith with residence hall repairs. | $2,500,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To provide additional operating support. | $1,500,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To provide unrestricted operating support. | $1,400,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To provide additional operating support to the University. | $1,300,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To assist with recruitment costs for six leadership positions. | $375,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To provide operating support for an in-depth analysis that informs the University?s business model and a comprehensive academic program review. | $200,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To support Johnson C. Smith's Leadership Development initiatives. | $75,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To support two faculty members to attend the 2019 National Humanities Center Summer Residency Program. | $14,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | The Resilience Project. | $3,000 |
| Johnson C Smith University | |||||||
| 100 Beatties Ford Road | Charlotte | NC | 282165302 | NONE | PC | To support Johnson C. Smith University's membership fee to the National Humanities Center. | $2,500 |
| Johnson Service Corps | |||||||
| 304 E Franklin Street | Chapel Hill | NC | 27514 | NONE | PC | To develop Rural Servant Leadership Fellows. | $50,000 |
| Johnston Health Services Corporation | |||||||
| 509 North Bright Leaf Boulevard | Smithfield | NC | 27577 | NONE | PC | To expand a community network of care for the low-income, uninsured in Johnston and Harnett counties. | $216,000 |
| Johnston Health Services Corporation | |||||||
| 509 North Bright Leaf Boulevard | Smithfield | NC | 27577 | NONE | PC | To expand a palliative care initiative. | $117,000 |
| Jonesboro United Methodist Church | |||||||
| 407 West Main Street | Sanford | NC | 273325958 | NONE | PC | To support Hispanic community outreach. | $60,000 |
| Keystone Substance Abuse Services | |||||||
| 199 S Herlong Avenue | Rock Hill | SC | 297321186 | NONE | PC | To establish an outpatient opioid treatment program for young adults. | $55,000 |
| Kinston Community Health Center | |||||||
| 324 North Queen Street | Kinston | NC | 285014932 | NONE | PC | To establish a school-based preventative and treatment program in Lenoir County. | $240,000 |
| Ledford's Chapel United Methodist Church | |||||||
| 78 Ledfords Chapel Road | Hayesville | NC | 28904 | NONE | PC | To expand a food and literacy outreach program. | $15,000 |
| Lenoir Memorial Hospital | |||||||
| 100 Airport Road | Kinston | NC | 285041678 | NONE | PC | To implement a community paramedicine program in Lenoir County that addresses social determinants of health. | $80,000 |
| Lexington Medical Center Foundation | |||||||
| 2720 Sunset Boulevard | West Columbia | SC | 291694810 | NONE | PC | To implement a transitional care program for patients with chronic diseases. | $75,000 |
| Liberty Fellowship | |||||||
| 429 North Church Street | Spartanburg | SC | 293033612 | NONE | PC | To support the hiring of a chief impact officer. | $50,000 |
| Little River Medical Center | |||||||
| 4303 Live Oak Drive | Little River | SC | 295660547 | NONE | PC | To expand school-based preventative and treatment programs in Horry and Georgetown counties. | $250,000 |
| Lucy Daniels Center | |||||||
| 9003 Weston Parkway | Cary | NC | 27513 | NONE | PC | To pilot Circle of Security, an evidence-informed parenting program for at-risk parents. | $230,000 |
| Macedonian Ministry | |||||||
| 235 Ponce de Leon Place Suite M 3 | Decatur | GA | 30030 | NONE | PC | To expand a clergy renewal program. | $32,500 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To create a comprehensive lung cancer program. | $350,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To expand a community network of care for the low-income, uninsured in Darlington, Dillon, Florence and Marion counties. | $250,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To establish an opioid stewardship program. | $250,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To expand antimicrobial stewardship into rural community hospitals. | $200,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Chesterfield, Dillon and Marlboro counties. | $150,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To develop a Neonatal Abstinence Syndrome treatment and screening plan for the Pee Dee region. | $150,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To establish a home-based palliative care program to help chronically-ill patients manage their conditions. | $100,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To implement a community paramedicine program in Clarendon County. | $63,700 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To establish a regional lactation education program. | $37,000 |
| MDRC | |||||||
| 200 Vesey Street 23rd Floor | New York | NY | 102812103 | NONE | PC | To support a planning phase for an impact evaluation for collective impact for the Early Childhood Initiative in Guilford County, North Carolina. | $339,046 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To advance school-based oral health programs in North Carolina and South Carolina. | $799,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To provide joint obstetric-diabetes/endocrinology-nutrition care to women in underserved areas of South Carolina using telemedicine. | $600,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To provide an interprofessional team approach to diabetes management. | $282,840 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To train providers in evidence-based screening for substance abuse. | $200,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To expand the trauma/telehealth resilience and recovery program in South Carolina. | $150,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To establish an intensive program for pain and opioid-free rehabilitation in South Carolina. | $150,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To implement a telemedicine program for diabetic patients in South Carolina. | $110,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To reduce disparities in access to kidney transplantation in South Carolina. | $110,000 |
| MemoryCare | |||||||
| 100 Far Horizons Lane | Asheville | NC | 288032046 | NONE | PC | To address the growing need for dementia care for patients and caregivers. | $250,000 |
| Methodist Home for Children | |||||||
| 1041 Washington Street | Raleigh | NC | 27605 | NONE | PC | To replicate the Success Coach model for older youth transitioning home from group settings. | $165,000 |
| Mission Health Foundation | |||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 288031739 | NONE | PC | To establish a comprehensive mental health program in western North Carolina. | $300,000 |
| Mission Health Foundation | |||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 288031739 | NONE | PC | To expand a community network of care for the low-income, uninsured in Buncombe County. | $250,000 |
| Monticello United Methodist Church | |||||||
| 308 Island Ford Road | Statesville | NC | 28625 | NONE | PC | To test a summer literacy program. | $52,000 |
| Moses H Cone Memorial Hospital | |||||||
| 1200 N Elm Street | Greensboro | NC | 274011004 | NONE | PC | To expand a community network of care for the low-income, uninsured in Guilford County. | $215,000 |
| Moses H Cone Memorial Hospital | |||||||
| 1200 N Elm Street | Greensboro | NC | 274011004 | NONE | PC | To expand a community network of care for the low-income, uninsured in Rockingham County. | $205,000 |
| Moses H Cone Memorial Hospital | |||||||
| 1200 N Elm Street | Greensboro | NC | 274011004 | NONE | PC | To increase health care access to low-income families by providing school-based telehealth services. | $121,792 |
| Moses H Cone Memorial Hospital | |||||||
| 1200 N Elm Street | Greensboro | NC | 274011004 | NONE | PC | To implement a new and innovative nurse staffing model for the inpatient setting. | $120,000 |
| Mt Olivet UMC | |||||||
| 3282 Collettsville Road | Lenoir | NC | 28645 | NONE | PC | To support a food pantry. | $6,000 |
| Museum of Durham History | |||||||
| 500 W Main Street | Durham | NC | 277013265 | NONE | PC | To serve as the Washington Duke sponsor of the Durham 150 celebration. | $50,000 |
| Museum of Durham History | |||||||
| 500 W Main Street | Durham | NC | 277013265 | NONE | PC | To provide funding to update the ""Durham: A Self Portrait"" documentary film for the Durham 150th Anniversary. | $25,000 |
| NC Child | |||||||
| 3101 Poplarwood Court Suite 300 | Raleigh | NC | 27604 | NONE | PC | To strengthen and improve North Carolina's early childhood mental health system. | $94,000 |
| NC Child | |||||||
| 3101 Poplarwood Court Suite 300 | Raleigh | NC | 27604 | NONE | PC | To implement a lead poisoning prevention program for children. | $75,000 |
| NC Council of Churches | |||||||
| 27 Horne Street | Raleigh | NC | 27607 | NONE | PC | To expand healthy eating and food ministry programs in rural United Methodist churches. | $389,498 |
| NC Council of Churches | |||||||
| 27 Horne Street | Raleigh | NC | 27607 | NONE | PC | To support financial sustainability planning and development. | $107,700 |
| NC Council of Churches | |||||||
| 27 Horne Street | Raleigh | NC | 27607 | NONE | PC | To support a Come to the Table program coordinator. | $16,000 |
| NC MedAssist | |||||||
| 4428 Taggart Creek Road Suite 101 | Charlotte | NC | 282085400 | NONE | PC | To expand a medication assistance program for the low-income, uninsured in North Carolina. | $475,000 |
| New Foundations Home for Children | |||||||
| 2300 Standridge Road | Anderson | SC | 29624 | NONE | PC | To implement Together Facing The Challenge, a therapeutic foster care model. | $60,000 |
| New Hanover Regional Medical Center | |||||||
| 2131 S 17th St | Wilmington | NC | 284019000 | NONE | PC | To expand a community network of care for the low-income, uninsured in southeastern North Carolina. | $250,000 |
| New Hanover Regional Medical Center | |||||||
| 2131 S 17th St | Wilmington | NC | 284019000 | NONE | PC | To assist the health system with population health by addressing food insecurity in southeastern North Carolina. | $75,000 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To provide pensions to retired ministers and widows and dependent children of deceased ministers. | $807,947 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To assist rural churches in long-range planning. | $469,844 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To build communities of practice for healthy eating and local food system engagement. | $200,000 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To promote clergy well-being and resilience through a Sabbath Life cohort model. | $100,000 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To begin a coaching program for part-time pastors in rural settings. | $64,800 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To train church leaders through language and culture immersion. | $50,000 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To support a mental health program for clergy in crisis. | $50,000 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To build the capacity of rural churches to engage in community needs assessment and planning. | $35,000 |
| North Carolina Hospital Foundation | |||||||
| 2400 Weston Parkway | Cary | NC | 275135519 | NONE | PC | To establish the North Carolina Health Innovation Center. | $1,000,000 |
| North Carolina Hospital Foundation | |||||||
| 2400 Weston Parkway | Cary | NC | 275135519 | NONE | PC | To provide technical assistance for the low-income, uninsured networks in North Carolina. | $500,000 |
| North Carolina Hospital Foundation | |||||||
| 2400 Weston Parkway | Cary | NC | 275135519 | NONE | PC | To provide technical assistance for the Healthy People, Healthy Carolinas initiative in North Carolina. | $500,000 |
| North Carolina Institute of Medicine | |||||||
| 630 Davis Drive Suite 100 | Morrisville | NC | 27560 | NONE | PC | To publish the North Carolina Medical Journal. | $200,000 |
| North Carolina Institute of Medicine | |||||||
| 630 Davis Drive Suite 100 | Morrisville | NC | 27560 | NONE | PC | To establish the Health Policy Fellows program providing education on health policy for legislators to support informed decision-making. | $60,000 |
| North Carolina Institute of Medicine | |||||||
| 630 Davis Drive Suite 100 | Morrisville | NC | 27560 | NONE | PC | To develop Healthy North Carolina's 2030 goals and objectives, which will inform the state?s health improvement plan. | $45,000 |
| Northside Development Corp | |||||||
| 698 Howard Street | Spartanburg | SC | 29303 | NONE | PC | To support a neighborhood-based early childhood initiative in Spartanburg, S.C. | $200,000 |
| Novant Health Forsyth Medical Center Foundation | |||||||
| 3333 Silas Creek Parkway | WinstonSalem | NC | 271033013 | NONE | PC | To expand a community network of care for the low-income, uninsured in Forsyth, Stokes, Davie, Davidson and Yadkin counties. | $250,000 |
| Novant Health Forsyth Medical Center Foundation | |||||||
| 3333 Silas Creek Parkway | WinstonSalem | NC | 271033013 | NONE | PC | To improve the quality of life for patients by using community health workers and peer support specialists that address social determinants of health. | $130,000 |
| Novant Health Presbyterian Medical Center Fndn | |||||||
| 200 Hawthorne Lane | Charlotte | NC | 282042515 | NONE | PC | To establish a telehealth program for vulnerable and underserved people in the Charlotte region. | $275,000 |
| Novant Health Presbyterian Medical Center Fndn | |||||||
| 200 Hawthorne Lane | Charlotte | NC | 282042515 | NONE | PC | To increase access to cardiac rehabilitation for underserved heart failure patients. | $188,000 |
| Novant Health Presbyterian Medical Center Fndn | |||||||
| 200 Hawthorne Lane | Charlotte | NC | 282042515 | NONE | PC | To develop a medical-legal partnership to help patients and their families address social determinants of health. | $150,000 |
| Novant Health Presbyterian Medical Center Fndn | |||||||
| 200 Hawthorne Lane | Charlotte | NC | 282042515 | NONE | PC | To improve care for patients by leveraging clinical pharmacist practitioners with collaborative practice agreements to create alternatives for pain management and addiction treatment. | $116,000 |
| Novant Health Presbyterian Medical Center Fndn | |||||||
| 200 Hawthorne Lane | Charlotte | NC | 282042515 | NONE | PC | To improve health outcomes for Hispanic patients through a new integrated team-based approach. | $65,000 |
| Novant Health Presbyterian Medical Center Fndn | |||||||
| 200 Hawthorne Lane | Charlotte | NC | 282042515 | NONE | PC | To provide free eye exams and glasses to Mecklenburg County students. | $40,000 |
| Nurse Family Partnership National Service Office | |||||||
| 1900 Grant Street 4th Floor | Denver | CO | 802034304 | NONE | PC | To support Nurse-Family Partnership in Guilford County. | $1,368,176 |
| Nurse Family Partnership National Service Office | |||||||
| 1900 Grant Street 4th Floor | Denver | CO | 802034304 | NONE | PC | To expand, integrate, and sustain Nurse-Family Partnership in Guilford County. | $47,415 |
| OrthoCarolina Research Institute | |||||||
| 2001 Vail Avenue Suite 300 | Charlotte | NC | 28207 | NONE | PC | To establish evidence-based strategies to reduce utilization of opioids in orthopedic surgery. | $180,000 |
| Oxford United Methodist Church | |||||||
| 105 W McClanahan Street | Oxford | NC | 27565 | NONE | PC | To test a summer literacy program. | $58,500 |
| Oxford United Methodist Church | |||||||
| 105 W McClanahan Street | Oxford | NC | 27565 | NONE | PC | To test a summer literacy program. | $40,000 |
| Palmetto Association for Children and Families | |||||||
| 3710 Lankmark Dr Suite 100 | Columbia | SC | 292042416 | NONE | PC | To help member organizations prepare for the Family First Prevention Services Act. | $70,000 |
| Palmetto Health | |||||||
| 1501 Sumter Street | Columbia | SC | 292012829 | NONE | PC | To implement a patient-centered care delivery model. | $72,681 |
| Pamlico Partnership for Children | |||||||
| 23rd Floor | Bayboro | NC | 285159634 | NONE | PC | To expand the Strengthening Families Program. | $135,000 |
| Pardee Memorial Hospital Foundation | |||||||
| 561 Fleming Street | Hendersonville | NC | 287394215 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Henderson County. | $150,000 |
| Partners for Sacred Places | |||||||
| 1700 Sansom Street 10th Floor | Philadelphia | PA | 191035219 | NONE | PC | To assess and document the community economic benefit of rural United Methodist churches in North Carolina. | $322,236 |
| Partners In Ministry | |||||||
| 12 Third Street | Laurinburg | NC | 28352 | NONE | PC | To support literacy and housing programs for economically disadvantaged children and families. | $180,000 |
| Pat's Place Child Advocacy Center | |||||||
| 901 East Blvd | Charlotte | NC | 282035203 | NONE | PC | To create a Mecklenburg County clinical services project. | $109,000 |
| Prevent Child Abuse North Carolina | |||||||
| 3000 Aerial Center Parkway Suite 1 | Morrisville | NC | 27560 | NONE | PC | To support implementation of The Incredible Years, Strengthening Families and Triple P in North Carolina. | $800,000 |
| Prisma Health-Midlands | |||||||
| 5 Richland Medical Park Drive | Columbia | SC | 292012942 | NONE | PC | To expand a community network of care for the low-income, uninsured in Richland, Lexington, Fairfield and Sumter counties. | $250,000 |
| Prisma Health-Midlands | |||||||
| 5 Richland Medical Park Drive | Columbia | SC | 292012942 | NONE | PC | To improve nurse recruitment and retention through a student nurse transition program. | $100,000 |
| Prisma Health-Upstate | |||||||
| 701 Grove Road | Greenville | SC | 296054210 | NONE | PC | To expand a community network of care for the low-income, uninsured in Oconee County and the greater Clemson area. | $250,000 |
| Prisma Health-Upstate | |||||||
| 701 Grove Road | Greenville | SC | 296054210 | NONE | PC | To implement an outpatient-based volunteer support network to address social determinants of health. | $220,000 |
| Prisma Health-Upstate | |||||||
| 701 Grove Road | Greenville | SC | 296054210 | NONE | PC | To expand a memory health program. | $150,000 |
| Prisma Health-Upstate | |||||||
| 701 Grove Road | Greenville | SC | 296054210 | NONE | PC | To address food insecurity to improve health outcomes. | $103,000 |
| RAFI-USA | |||||||
| 274 Pittsboro Elementary School Roa | Pittsboro | NC | 27312 | NONE | PC | To expand and coordinate food ministry programs. | $362,500 |
| Reach Out & Read Carolinas | |||||||
| 18 Plott Dr | Sylva | NC | 287794107 | NONE | PC | To expand and enhance implementation of Reach Out and Read through the Get Ready Guilford Initiative. | $120,438 |
| Read Charlotte | |||||||
| 220 North Tryon Street | Charlotte | NC | 282022137 | NONE | PC | To support Read Charlotte?s Ready to Read demonstration project. | $150,000 |
| Reading Partners | |||||||
| 6296 Rivers Avenue Suite 305 | North Charleston | SC | 294064973 | NONE | PC | To support Reading Partners, a volunteer-based tutorial program for disadvantaged youth in Charleston, SC. | $255,000 |
| Ready for School Ready for Life | |||||||
| 1416 Yanceyville Street Suite A | Greensboro | NC | 27405 | NONE | PC | To supply technology for the Guilford County community-level case management system. | $248,414 |
| Red Oak United Methodist Church | |||||||
| 8285 Red Oak Blvd | Red Oak | NC | 27868 | NONE | PC | To test a summer literacy program. | $43,000 |
| Regional Medical Center of Orangeburg & Calhoun | |||||||
| 3000 St Matthews Road | Orangeburg | SC | 291181442 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Orangeburg, Calhoun and Bamberg counties. | $150,000 |
| Richmond County Department of Social Services | |||||||
| 125 Caroline Street | Rockingham | NC | 283793567 | NONE | PC | To support the use of the Treatment Outcome Package (TOP). | $401,890 |
| Root Cause | |||||||
| 50 Milk Street 17th Floor | Boston | MA | 021095002 | NONE | PC | To support Phase III (Part 2) of continuous improvement coaching for early childhood providers in Guilford County. | $905,945 |
| Roper St Francis Foundation | |||||||
| 125 Doughty Street Ste 600 | Charleston | SC | 294035785 | NONE | SO I | To expand a community network of care for the low-income, uninsured in Charleston County. | $250,000 |
| Roper St Francis Foundation | |||||||
| 125 Doughty Street Ste 600 | Charleston | SC | 294035785 | NONE | SO I | To improve patient care in South Carolina by adopting the serious illness conversation guide. | $250,000 |
| Roper St Francis Foundation | |||||||
| 125 Doughty Street Ste 600 | Charleston | SC | 294035785 | NONE | SO I | To implement an evidence-based behavioral health integration pathway. | $175,000 |
| Roper St Francis Foundation | |||||||
| 125 Doughty Street Ste 600 | Charleston | SC | 294035785 | NONE | SO I | To establish a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Charleston, Berkeley and Dorchester counties. | $150,000 |
| Rowan Regional Medical Center Foundation | |||||||
| 130 Mocksville Avenue | Salisbury | NC | 281443324 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Rowan County. | $150,000 |
| Rowan Regional Medical Center Foundation | |||||||
| 130 Mocksville Avenue | Salisbury | NC | 281443324 | NONE | PC | To integrate dental care for uninsured adults to improve clinical outcomes for chronic diseases. | $50,000 |
| Rural Economic Development Center | |||||||
| 4021 Carya Drive | Raleigh | NC | 27610 | NONE | PC | To build the capacity of rural congregations for community economic development. | $153,000 |
| Safe Alliance Inc | |||||||
| 601 East Fifth Street Suite 400 | Charlotte | NC | 282023095 | NONE | PC | To reduce the risk of abuse and neglect in Mecklenburg County. | $100,000 |
| Sandy Plains United Methodist Church | |||||||
| 2468 Union Chapel Rd | Pembroke | NC | 28372 | NONE | PC | To test a summer literacy program. | $34,000 |
| Seaside United Methodist Church | |||||||
| 1300 Seaside Rd SW | Sunset Beach | NC | 284685310 | NONE | PC | To test a summer literacy program. | $45,000 |
| Seaside United Methodist Church | |||||||
| 1300 Seaside Rd SW | Sunset Beach | NC | 284685310 | NONE | PC | To test a summer literacy program. | $40,000 |
| Self Regional Healthcare | |||||||
| 1325 Spring Street | Greenwood | SC | 296463875 | NONE | PC | To expand a community network of care for the low-income, uninsured in Edgefield and Greenwood counties. | $250,000 |
| Self Regional Healthcare | |||||||
| 1325 Spring Street | Greenwood | SC | 296463875 | NONE | PC | To establish a community palliative care program. | $200,000 |
| Sharon United Methodist Church | |||||||
| 4106 Sharon Church Road | Kinston | NC | 28501 | NONE | PC | To support affordable housing. | $200,000 |
| Smoky Mountain District | |||||||
| 13924 Professional Center Drive Sui | Huntersville | NC | 28078 | NONE | PC | To pilot a collaborative poverty initiative for children. | $75,000 |
| Solid Rock United Methodist Church | |||||||
| 2297 Hwy 24 East | Cameron | NC | 28326 | NONE | PC | To support ministry programming. | $180,000 |
| South Carolina Area Health Education Consortium | |||||||
| 19 Hagood Avenue Suite 802 MSC 81 | Charleston | SC | 294258140 | NONE | PC | To expand the primary care workforce in South Carolina. | $230,000 |
| SC Department of Health and Environmental Control | |||||||
| 2600 Bull Street | Columbia | SC | 292011708 | NONE | PC | To provide life-saving technology to rural emergency medical service agencies in South Carolina. | $419,000 |
| South Carolina Department of Mental Health | |||||||
| 2414 Bull Street Suite 302 | Columbia | SC | 29201 | NONE | PC | To establish a mental health court initiative in South Carolina. | $400,000 |
| South Carolina Department of Social Services | |||||||
| 1535 Confederate Avenue Ext | Columbia | SC | 292021520 | NONE | PC | To continue support for the Strengthening Families Program. | $824,298 |
| South Carolina Department of Social Services | |||||||
| 1535 Confederate Avenue Ext | Columbia | SC | 292021520 | NONE | PC | To implement a statewide practice model, child and family teaming and the Child and Adolescent Needs and Strengths tool (CANS). | $48,000 |
| SC Hospital Research & Education Foundation | |||||||
| 1000 Center Point Road | Columbia | SC | 29210 | NONE | PC | To provide technical assistance for the low-income, uninsured networks in South Carolina. | $500,000 |
| SC Hospital Research & Education Foundation | |||||||
| 1000 Center Point Road | Columbia | SC | 29210 | NONE | PC | To expand Working Well in South Carolina. | $110,000 |
| SC Hospital Research & Education Foundation | |||||||
| 1000 Center Point Road | Columbia | SC | 29210 | NONE | PC | In recognition of Christian Soura's assistance with understanding NC Medicaid for the Guilford County project. | $20,000 |
| SC Hospital Research & Education Foundation | |||||||
| 1300 Pickens Street Suite 158 | Columbia | SC | 29208 | NONE | PC | To build the capacity of child advocacy centers in South Carolina. | $136,000 |
| South Carolina Office of Rural Health | |||||||
| 107 Saluda Pointe Drive | Lexington | SC | 290727296 | NONE | PC | To evaluate community paramedicine programs in South Carolina. | $120,000 |
| Southeastern Council of Foundations | |||||||
| 100 Peachtree Street NW | Atlanta | GA | 303031908 | NONE | PC | To support the Southeastern Council of Foundation's (SECF) 50th Anniversary. | $50,000 |
| Southeastern Regional Medical Center | |||||||
| 300 West 27th Street | Lumberton | NC | 283581408 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Robeson County. | $150,000 |
| Sparta United Methodist Church | |||||||
| 190 N Main Street | Sparta | NC | 28675 | NONE | PC | To expand outreach to youth and families. | $50,000 |
| Spartanburg Regional Healthcare System Foundation | |||||||
| 101 East Wood Street | Spartanburg | SC | 29303 | NONE | PC | To expand a community network of care for the low-income, uninsured in Spartanburg County. | $250,000 |
| Spartanburg Regional Healthcare System Foundation | |||||||
| 101 East Wood Street | Spartanburg | SC | 29303 | NONE | PC | To utilize patient navigators to expand cancer services to rural and underserved populations in Cherokee and Union counties. | $203,000 |
| Spartanburg Regional Healthcare System Foundation | |||||||
| 101 East Wood Street | Spartanburg | SC | 29303 | NONE | PC | To establish a community-wide initiative to increase advance care planning and utilization. | $172,500 |
| Spartanburg Regional Healthcare System Foundation | |||||||
| 101 East Wood Street | Spartanburg | SC | 29303 | NONE | PC | To expand Healthy Smiles, a school-based oral health program. | $150,000 |
| Spartanburg Regional Healthcare System Foundation | |||||||
| 101 East Wood Street | Spartanburg | SC | 29303 | NONE | PC | To establish a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Spartanburg County. | $150,000 |
| Spirit House | |||||||
| PO Box 250830 Columbia Universit | New York | NY | 10025 | NONE | PC | To train clergy for racial equity conversations in rural faith communities. | $171,000 |
| St Luke's Hospital | |||||||
| 101 Hospital Drive | Columbus | NC | 287226418 | NONE | PC | To create a broad-based community health worker model for Polk County that addresses social determinants of health. | $140,000 |
| Stanly County Health Department | |||||||
| 1000 North First Street Suite 3 | Albemarle | NC | 280012819 | NONE | PC | To expand a school-based preventative and treatment program in Stanly County. | $95,000 |
| Student Action with Farmworkers | |||||||
| 1317 W Pettigrew Street | Durham | NC | 27705 | NONE | PC | To support partnerships between rural churches and students to address farmworker issues. | $83,000 |
| The Carolinas Ctr for Hospice & End of Life Care | |||||||
| 1230 SE Maynard Road Suite 203 | Cary | NC | 275116945 | NONE | PC | To implement an advance care planning program for hospice patients. | $321,800 |
| The Center for Rural Health Innovation | |||||||
| 120 Oak Ave | Spruce Pine | NC | 287772720 | NONE | PC | To strengthen school-based telehealth in western North Carolina. | $175,000 |
| The Colossian Forum | |||||||
| 601 Fifth St NW Suite 101 | Grand Rapids | MI | 49504 | NONE | PC | To train pastors and lay leaders in conflict transformation. | $55,435 |
| The Conservation Fund | |||||||
| 77 Vilcom Center Drive Suite 340 | Chapel Hill | NC | 27514 | NONE | PC | To build the capacity of rural churches for food system work. | $495,000 |
| The Dee Norton Lowcountry Children's Center | |||||||
| 1061 King Street | Charleston | SC | 294033708 | NONE | PC | To expand Project BEST. | $560,000 |
| The Hunt Institute | |||||||
| 1000 Park Forty Plaza Suite 280 | Durham | NC | 277135260 | NONE | PC | To improve early childhood and education policy in North Carolina and South Carolina. | $100,000 |
| The Hunt Institute | |||||||
| 1000 Park Forty Plaza Suite 280 | Durham | NC | 277135260 | NONE | PC | To support the SC Higher Education Advisory Committee. | $5,000 |
| The Relatives | |||||||
| 119 East 8th Street | Charlotte | NC | 282022223 | NONE | PC | To continue supporting a transition living specialist and housing subsidy program for youth aging out of care. | $65,000 |
| Third Sector Capital Partners | |||||||
| 200 Clarendon St Floor 44 | Boston | MA | 021165094 | NONE | PC | To support the adoption of outcomes-oriented financing for early childhood services in Guilford County and at North Carolina Health and Human Services. | $25,000 |
| Thompson Child & Family Focus | |||||||
| 6800 St Peters Lane | Matthews | NC | 28105 | NONE | PC | To expand evidence-based parenting programs and foster care services in North Carolina and South Carolina. | $335,550 |
| Thornwell Home for Children | |||||||
| 302 S Broad Street | Clinton | SC | 293252507 | NONE | PC | To support a foster care program. | $112,000 |
| Tidelands Health | |||||||
| 606 Black River Road | Georgetown | SC | 294403304 | NONE | PC | To expand a community network of care for the low-income, uninsured in Georgetown County. | $250,000 |
| Tidelands Health | |||||||
| 606 Black River Road | Georgetown | SC | 294403304 | NONE | PC | To establish a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Georgetown County. | $150,000 |
| Tides Project Evident | |||||||
| 501 Boylston Street 10th Floor | Boston | MA | 02116 | NONE | PC | To support evaluation planning for the summer literacy initiative. | $47,160 |
| Triangle Family Services | |||||||
| 3937 Western Blvd | Raleigh | NC | 276061936 | NONE | PC | To expand Trauma-Focused Cognitive Behavioral Therapy. | $90,000 |
| Tri-County Cradle-to-Career Collaborative | |||||||
| 6296 Rivers Avenue Suite 308 | North Charleston | SC | 294064973 | NONE | PC | To support continuous improvement coaching for early childhood providers in Charleston, SC. | $475,000 |
| US Committee for Refugees and Immigrants | |||||||
| 3824 Barrett Drive Suite 200 | Raleigh | NC | 276097220 | NONE | PC | To expand the use of Trauma-Focused, Cognitive Behavioral Therapy. | $220,000 |
| United Methodist Foundation of Western NC | |||||||
| 13816 Professional Center Dr Suit | Huntersville | NC | 28078 | NONE | PC | To expand a clergy debt reduction program. | $500,000 |
| United Way of Central Carolinas Inc | |||||||
| 301 S Brevard Street | Charlotte | NC | 282022317 | NONE | PC | To support the United Way of the Central Carolinas build community capacity around evaluation. | $20,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To expand a two-state initiative that will increase breastfeeding rates throughout the Carolinas. | $1,100,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To develop a two-state initiative that will increase the number of Baby Friendly certified hospitals throughout the Carolinas. | $820,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To establish a patient navigation program to improve cancer outcomes in North Carolina. | $350,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To reduce health disparities for cardiac patients living in rural North Carolina. | $325,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To enhance adolescent engagement in their health care. | $300,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To improve maternity care and breastfeeding rates in underserved communities. | $250,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To establish the Dementia Friendly Hospital designation in North Carolina. | $250,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To expand a community network of care for the low-income, uninsured in Alamance, Orange, Chatham, Caswell and Lee counties. | $247,738 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To assist in a statewide intervention to address infant mortality and health outcomes. | $150,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To evaluate workforce and care delivery changes needed to improve outcomes, decrease costs and expand access to care. | $130,000 |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Dr Suite 2200 | Chapel Hill | NC | 275991350 | NONE | PC | To train community health workers in accessing health care services for people recently released from prison. | $85,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To promote a holistic program to help families eliminate health barriers. | $654,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To establish the South Carolina Community Health Worker Institute. | $244,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To enhance quality of care through improved health literacy. | $210,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To improve health and health care through the Health Policy Fellows Program. | $200,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To address common barriers school children encounter that hinder physical activity. | $200,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To increase training diversity and access for rural nursing graduates. | $195,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To build capacity of independent South Carolina community pharmacies to intervene on the social determinants of health. | $190,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To develop a health and education information exchange for children and youth in foster care in South Carolina. | $182,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To assist primary care providers in reducing cancer risk for low-income, uninsured individuals. | $150,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To create web-based geospatial environmental scans to examine risk factors for poor developmental outcomes for children. | $95,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To help primary care providers improve population health through a nutrition and lifestyle program. | $90,000 |
| University of South Carolina Educational Fndn | |||||||
| 1027 Barnwell Street | Columbia | SC | 292010000 | NONE | PC | To expand a program to reduce pre-term births in South Carolina. | $50,000 |
| Upper Midlands Rural Health Network | |||||||
| 129 Wylie Street | Chester | SC | 297061786 | NONE | PC | To support a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Fairfield County. | $150,000 |
| USC Upstate Foundation | |||||||
| 800 University Way | Spartanburg | SC | 293034932 | NONE | PC | To improve the ability of Spartanburg County DSS workers and investigators to recognize, respond and address abuse and neglect. | $109,969 |
| Uwharrie District | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To establish a community service center. | $60,400 |
| Vidant Medical Center | |||||||
| 2100 Stantonsburg Road | Greenville | NC | 278342818 | NONE | PC | To expand services for patients with advanced heart disease. | $250,000 |
| Vidant Medical Center | |||||||
| 2100 Stantonsburg Road | Greenville | NC | 278342818 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Pitt County. | $150,000 |
| Vidant Roanoke-Chowan Hospital | |||||||
| 500 S Academy Street | Ahoskie | NC | 279103248 | NONE | PC | To expand a community network of care for the low-income, uninsured in Edgecombe and Hertford counties. | $250,000 |
| Wake Forest University Health Sciences | |||||||
| Medical Center Boulevard | WinstonSalem | NC | 27157 | NONE | PC | To expand the CenteringPregnancy program and increase access for minority women. | $95,000 |
| Wake Forest University Health Sciences | |||||||
| Medical Center Boulevard | WinstonSalem | NC | 27157 | NONE | PC | To improve patient and family engagement in advance care planning. | $87,288 |
| Wake Forest University Health Sciences | |||||||
| Medical Center Boulevard | WinstonSalem | NC | 27157 | NONE | PC | To establish a CenteringParenting site in Forsyth County. | $75,000 |
| WakeMed | |||||||
| 3000 New Bern Avenue | Raleigh | NC | 27610 | NONE | PC | To expand a community network of care for the low-income, uninsured in Wake, Franklin and Johnston counties. | $250,000 |
| Wayne UNC Health Care | |||||||
| 2700 Wayne Memorial Drive | Goldsboro | NC | 27534 | NONE | PC | To develop a community health worker program. | $272,000 |
| Welvista | |||||||
| 121 Greystone Blvd | Columbia | SC | 292108002 | NONE | PC | To expand a medication assistance program for the low-income, uninsured in South Carolina. | $475,000 |
| Welvista | |||||||
| 121 Greystone Blvd | Columbia | SC | 292108002 | NONE | PC | To expand school-based preventative and treatment programs in Hampton County. | $150,000 |
| Wesley Community Development Corporation | |||||||
| 13816 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To provide real estate development support to the Church Legacy Initiative. | $637,700 |
| West End United Methodist Church | |||||||
| 4015 NC Hwy 73 | West End | NC | 27376 | NONE | PC | To support a construction and renovation project for food ministry. | $150,000 |
| West Nash United Methodist Church | |||||||
| 2200 Nash St N | Wilson | NC | 27896 | NONE | PC | To test a summer literacy program. | $45,000 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To provide pensions to retired ministers and widows and dependent children of deceased ministers. | $1,167,352 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To assist rural churches in long-range planning. | $598,750 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To support the Bishop's Emerging Leadership Initiative. | $401,770 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To LEED certify the Western North Carolina Conference Center. | $397,113 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To provide diversity training for clergy and congregations. | $40,000 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To support a mental health program for clergy in crisis. | $39,800 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To develop a mentoring and technical assistance program for licensed local pastors. | $27,000 |
| Western NC Conference United Methodist Church | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To implement a leadership and spiritual development program for laity. | $20,000 |
| Wilkes Public Health Dental Clinic | |||||||
| 1915 West Park Drive Suite 104 | North Wilkesboro | NC | 286593777 | NONE | PC | To expand school-based preventative and treatment programs in Wilkes County. | $90,000 |
| Wilkes Regional Medical Center | |||||||
| 1370 West D Street | North Wilkesboro | NC | 286591169 | NONE | PC | To expand a community network of care for the low-income, uninsured in Wilkes County. | $450,000 |
| Wilkes Regional Medical Center | |||||||
| 1370 West D Street | North Wilkesboro | NC | 286591169 | NONE | PC | To expand a Healthy People, Healthy Carolinas coalition to increase capacity and improve population health in Wilkes County. | $300,000 |
| Wilkesboro United Methodist Church | |||||||
| 309 W Main Street | Wilkesboro | NC | 28697 | NONE | PC | To test a summer literacy program. | $62,500 |
| WNC Health Network | |||||||
| 1 Haywood Street Suite 425 | Asheville | NC | 28801 | NONE | PC | To use the results-based accountability framework to strengthen community health needs assessments. | $250,000 |
| Yadkin Valley District | |||||||
| 13924 Professional Center Drive Su | Huntersville | NC | 28078 | NONE | PC | To pilot a leadership academy for laity. | $22,500 |
| Year Up Inc | |||||||
| 45 Milk Street 9th Floor | Boston | MA | 02109 | NONE | PC | To provide training, mentorship and work experience to unemployed and underemployed young adults. | $400,000 |
| Youth Empowered Solutions (YES) | |||||||
| 4021 Carya Drive Suite 160 | Raleigh | NC | 276102914 | NONE | PC | To build the capacity of rural United Methodist teens to engage in civic leadership. | $255,000 |
| Zero to Three - National Center for Infants | |||||||
| 1255 23rd Street NW Suite 350 | Washington | DC | 200371332 | NONE | PC | To support the expansion, integration, and sustainability of HealthySteps in Guilford County in 2019. | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,487,208 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Area L Health Education Center (AHEC) | |||||||
| 1631 S Wesleyan Boulevard | Rocky Mount | NC | 278035627 | NONE | PC | To treat acute and chronic pain with reduced opioid prescriptions. | $290,000 |
| Ashe Memorial Hospital | |||||||
| 200 Hospital Avenue | Jefferson | NC | 286409244 | NONE | PC | To implement a community paramedicine program in Ashe County. | $100,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To support opioid addicted expectant moms with addiction treatment, education, parenting classes and prenatal care. | $240,000 |
| Atrium Health Foundation | |||||||
| 208 East Boulevard | Charlotte | NC | 282034720 | NONE | PC | To develop a telemedicine and virtual care program supporting the assessment and care of dementia patients in rural settings. | $150,000 |
| Beaufort Memorial Hospital | |||||||
| 954 Ribaut Road | Beaufort | SC | 299025454 | NONE | PC | To implement a palliative care program. | $125,000 |
| Blue Meridian | |||||||
| 415 Madison Ave Fl 10 | New York | NY | 100177949 | NONE | PC | To support scaling of effective solutions for young people and families in poverty. | $1,727,313 |
| Blue Ridge HealthCare Foundation | |||||||
| 2201 South Sterling Street | Morganton | NC | 286554044 | NONE | PC | To expand a community network of care for the low-income, uninsured in Burke County. | $250,000 |
| Carteret Health Care | |||||||
| 3500 Arendell Street | Morehead City | NC | 285572901 | NONE | PC | To establish a palliative care program in Carteret County. | $80,000 |
| Catawba County Department of Social Services | |||||||
| 3030 11th Avenue Drive SE | Hickory | NC | 286028336 | NONE | PC | To support Success Coach expansion and evaluation. | $624,000 |
| Children & Family Resource Center | |||||||
| PO Box 1105 | Hendersonville | NC | 287931105 | NONE | PC | To implement Parent-Child Interaction Therapy. | $15,000 |
| Children's Home Society of North Carolina | |||||||
| 604 Meadow Street | Greensboro | NC | 274056600 | NONE | PC | To expand foster care, early intervention and prevention services. | $500,000 |
| Children's Place | |||||||
| Aiken | Barnwell Ave NE | SC | 298014406 | NONE | PC | To implement SafeCare and the Incredible Years. | $268,000 |
| Community Medical Clinic of Kershaw County | |||||||
| 110 E DeKalb Street Suite C | Camden | SC | 290204432 | NONE | PC | To expand a community network of care for the low-income, uninsured in Kershaw County. | $250,000 |
| Duke University | |||||||
| 153 Chapel Drive | Durham | NC | 277080001 | NONE | PC | The Resilience Project. | $58,860 |
| Fact Forward | |||||||
| Columbia | Elmwood Ave Suit | SC | 292012150 | NONE | PC | To improve the quality of adolescent reproductive health services in South Carolina. | $315,000 |
| Family Focused Treatment Association | |||||||
| Hackensack | Union Street | NJ | 076014303 | NONE | PC | To test a kinship care framework in North Carolina that addresses the therapeutic needs of youth. | $323,055 |
| Health Sciences South Carolina | |||||||
| 1301 Gervais Street Suite 225 | Columbia | SC | 292013397 | NONE | PC | To expand a Learning Health System. | $5,143,298 |
| Liberty Fellowship | |||||||
| 429 North Church Street | Spartanburg | SC | 293033612 | NONE | PC | To support the hiring of a chief impact officer. | $50,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To implement an oral health system delivery model. | $552,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To develop a Neonatal Abstinence Syndrome treatment and screening plan for the Pee Dee region. | $100,000 |
| McLeod Health Foundation | |||||||
| 800 East Cheves Street Suite 150 | Florence | SC | 29506 | NONE | PC | To implement a lead poisoning prevention program for children. | $80,000 |
| MDRC | |||||||
| 200 Vesey Street | New York | NY | 102812103 | NONE | PC | To support a randomized control trial of Child First, a home visitation model in North Carolina. | $218,117 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To support three hospitals to join the South Carolina Surgical Quality Collaborative. | $300,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To increase access to behavioral health care for pregnant and postpartum women. | $175,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To reduce disparities in access to kidney transplantation in South Carolina. | $100,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To establish an intensive program for pain and opioid-free rehabilitation in South Carolina. | $50,000 |
| Medical University of South Carolina Foundation | |||||||
| 18 Bee Street | Charleston | SC | 294254500 | NONE | PC | To train providers in evidence-based screening for substance abuse. | $50,000 |
| NC Early Childhood Foundation | |||||||
| 514 Daniels Street 173 | Raleigh | NC | 27605 | NONE | PC | To help advance NC Pathways to Grade Level Reading?s early childhood data agenda. | $87,700 |
| North Carolina Conference United Methodist Church | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To build the capacity of rural churches to engage in community needs assessment and planning. | $30,000 |
| Nurse Family Partnership National Service Office | |||||||
| 1900 Grant Street 4th Floor | Denver | CO | 802034304 | NONE | PC | To support Nurse-Family Partnership in Guilford County. | $2,900,414 |
| Ready for School Ready for Life | |||||||
| Greensboro | Yanceyville Stree | NC | 27405 | NONE | PC | To support implementation of the Get Ready Guilford Initiative. | $744,723 |
| Renaissance West Community Initiative | |||||||
| 3610 Nobles Avenue 199 | Charlotte | NC | 282087095 | NONE | PC | To support a neighborhood-based early childhood initiative in Charlotte, N.C. | $200,000 |
| Sound District of NC Conference | |||||||
| 700 Waterfield Ridge Place | Garner | NC | 275293365 | NONE | PC | To support a partnership for a literacy program. | $50,000 |
| South Carolina Department of Mental Health | |||||||
| 2414 Bull Street Suite 302 | Columbia | SC | 29201 | NONE | PC | To implement a countywide school-based telehealth initiative that integrates behavioral health services and primary care. | $400,000 |
| South Carolina Department of Mental Health | |||||||
| 2414 Bull Street Suite 302 | Columbia | SC | 29201 | NONE | PC | To establish a mental health court initiative in South Carolina. | $300,000 |
| South Carolina Department of Mental Health | |||||||
| 2414 Bull Street Suite 302 | Columbia | SC | 29201 | NONE | PC | To increase access to psychiatric services. | $200,000 |
| South Carolina Department of Social Services | |||||||
| 1535 Confederate Avenue Ext | Columbia | SC | 292021520 | NONE | PC | To support a transitional living program for youth exiting secure care. | $209,400 |
| South Carolina Department of Social Services | |||||||
| 1535 Confederate Avenue Ext | Columbia | SC | 292021520 | NONE | PC | To continue support for the Strengthening Families Program. | $30,000 |
| SC Hospital Research & Education Foundation | |||||||
| 1000 Center Point Road | Columbia | SC | 29210 | NONE | PC | To establish the South Carolina Health Innovation Center. | $1,000,000 |
| SC Hospital Research & Education Foundation | |||||||
| 1000 Center Point Road | Columbia | SC | 29210 | NONE | PC | To provide technical assistance for the Healthy People, Healthy Carolinas initiative in South Carolina. | $500,000 |
| United Methodist Committee on Relief | |||||||
| 458 Ponce De Leon Ave NE | Atlanta | GA | 30308 | NONE | PC | To support Carolinians impacted by Hurricane Florence. | $1,000,000 |
| University of South Carolina Educational Fndn | |||||||
| Columbia | Barnwell Street | SC | 292010000 | NONE | PC | To establish a Childhood Immunization Task Force. | $150,000 |
| Wake County Human Svcs Division of Child Welfare | |||||||
| Raleigh | Swinburne Street | NC | 276101834 | NONE | PC | To expand the Children's Health and Development Program to include nurse care coordination and home visitation for children and families served by child welfare. | $312,152 |
| Wayne Memorial Hospital | |||||||
| 2700 Wayne Memorial Drive | Goldsboro | NC | 27534 | NONE | PC | To implement a community paramedicine program in Wayne County that addresses social determinants of health. | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,329,032 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $474,345 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,219,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,603,465 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $183,097,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME/LOSS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,749,371 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,328,439 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,317,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,646,086 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (29 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| AM INSTITUTE OF CPA | ||
| 1a(1) | $2,162 | MEMBERSHIP AND DUES |
| INTERNATIONAL ASSOC | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| OF ADMIN PROFESSION | ||
| 1a(1) | $300 | MEMBERSHIP AND DUES |
| NC ASSOC OF CPA | ||
| 1a(1) | $694 | MEMBERSHIP AND DUES |
| CFA INSTITUTE | ||
| 1a(1) | $390 | MEMBERSHIP AND DUES |
| FNDN FIN OFFICER GRP | ||
| 1a(1) | $3,100 | MEMBERSHIP AND DUES |
| NC STATE BOARD OF | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| CPA EXAMINERS | ||
| 1a(1) | $120 | MEMBERSHIP AND DUES |
| NC STATE BAR | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| AMER EVAL ASSOC | ||
| 1a(1) | $232 | MEMBERSHIP AND DUES |
| PRSA | ||
| 1a(1) | $630 | MEMBERSHIP AND DUES |
| ASSOC FOR | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| PSYCHOLOGICAL | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| SCIENCE | ||
| 1a(1) | $237 | MEMBERSHIP AND DUES |
| EMRG PRCT PHILAN | ||
| 1a(1) | $150 | MEMBERSHIP AND DUES |
| SHRM | ||
| 1a(1) | $589 | MEMBERSHIP AND DUES |
| EMPLOYERS ASSOC | ||
| 1a(1) | $708 | MEMBERSHIP AND DUES |
| MEETING PROFESSIONAL | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| INTERNATIONAL | ||
| 1a(1) | $369 | MEMBERSHIP AND DUES |
| INTL FACILITY MANAGE | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| MENT ASSOCIATION | ||
| 1a(1) | $325 | MEMBERSHIP AND DUES |
| AMERICAN PAYROLL | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| ASSOCIATION | ||
| 1a(1) | $254 | MEMBERSHIP AND DUES |
| ASSOCIATION TALENT | ||
| 1a(1) | MEMBERSHIP AND DUES | |
| DEVELOPMENT | ||
| 1a(1) | $259 | MEMBERSHIP AND DUES |
| IACCA | ||
| 1a(1) | $245 | MEMBERSHIP AND DUES |
| INVESTMENT INSTITUTE | ||
| 1a(1) | $425 | MEMBERSHIP AND DUES |
| N-TEN | ||
| 1a(1) | $500 | MEMBERSHIP AND DUES |
| COMM NETWORK | ||
| 1a(1) | $900 | MEMBERSHIP AND DUES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - AUDIT & TAX | CategoryTxt |
| Amt | $350,600 | Amt |
| Net Investment Income | $42,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $298,010 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen H Rogers | PersonNm |
| Short Explanation | Trustee Compensation: Trustee compensation was set forth in the Second division of Mr. Duke's Indenture of Trust dated December 11, 1924, as amended. Trustees do not receive compensation for travel-related expenses. The minimum hours for trustees is based upon 10 board meetings, related committee meetings, travel and preparation time. Trustees are also frequently consulted between meetings and asked to review and comment on e-mails, reports and papers prepared by staff and assist on other Endowment related matters. Broken down on a weekly basis, the minimum time is approximately 4 to 7 hours per week, per trustee. Executive Compensation: The Duke Endowment provides a supplemental executive retirement plan to a select group of management or highly compensated employees under a nonqualified deferred compensation arrangement, subject to substantial risk of forfeiture | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED CORP. STOCK | StockNm |
| EOY Book Value | $83,777,283 | EOYBookValueAmt |
| EOYFMV | $164,929,145 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGED STRATEGIES | AT COST | $581,768,361 | $828,156,629 |
| EQUITIES | AT COST | $371,068,283 | $465,378,522 |
| FIXED INCOME | AT COST | $172,494,259 | $170,532,586 |
| PRIVATE INVESTMENTS | AT COST | $674,971,882 | $1,269,000,393 |
| REAL ESTATE ASSETS | AT COST | $438,518,778 | $539,265,998 |
| SHORT-TERM INVESTMENTS | AT COST | $342,541,075 | $342,541,075 |
| OTHER | AT COST | $46,320,078 | $26,215,369 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $64,963 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $64,963 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $32,324,092 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MASSACHUSETTS MUTUAL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $40,000,000 | LoanOriginalAmt |
| Balance Due | $32,324,092 | BalanceDueAmt |
| Note | 2012-10 | NoteDt |
| Loan Maturity | 2037-10 | LoanMaturityDt |
| Repayment Terms | SEMI ANNUAL REPAYMENT | RepaymentTermsTxt |
| Interest | 3.85 | InterestRt |
| Loan Purpose | BUILD NEW FACILITY FOR THE ENDOWMENT HEADQUARTERS | LoanPurposeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITIES TRANSACTIONS REC. | $3,569,305 | $38,474,553 | $38,474,553 |
| OTHER ASSETS | $1,086,776 | $1,219,965 | $1,219,965 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN GRANTS PAYABLE | $1,292,635 |
| CHANGE IN DEFERRED TAX LIABILITY | $6,529,976 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFO. SYSTEMS GENERAL SERVICES | $439,942 | $252 | $0 | $439,631 |
| INVESTMENT DATA SERVICES | $38,052 | $21,869 | $0 | $11,052 |
| INFORMATION SYSTEMS SOFTWARE | $46,630 | $181 | $0 | $46,406 |
| INFORMATION SYSTEMS HARDWARE | $50,001 | $3,837 | $0 | $45,264 |
| TELEPHONE SERVICES | $113,093 | $3,462 | $0 | $108,819 |
| OTHER EQUIPMENT LEASE | $10,230 | $350 | $0 | $9,798 |
| COPIER EXPENSES | $35,155 | $1,217 | $0 | $33,653 |
| DOCUMENT MANAGEMENT | $12,375 | $0 | $0 | $12,375 |
| STATIONARY AND SUPPLIES | $18,784 | $548 | $0 | $18,108 |
| POSTAGE | $5,360 | $147 | $0 | $5,178 |
| FURNITURE AND EQUIPMENT | $30,755 | $480 | $0 | $30,162 |
| PUBLICATIONS-SUBSCRIPTIONS | $17,142 | $161 | $0 | $16,943 |
| HOSTING/CONVENING MEETINGS | $309,811 | $1,368 | $0 | $308,122 |
| INTERNAL MEETINGS AND MEALS | $233,523 | $1,417 | $0 | $231,773 |
| INSURANCE (NOT-EMPLOYEE) | $70,001 | $1,417 | $0 | $68,251 |
| MEMBERSHIPS | $278,236 | $1,916 | $0 | $275,871 |
| REIMBURSEMENTS-OTHER ENTITIES | -$112,550 | -$14,229 | $0 | -$94,982 |
| CUSTODY FEES | $499,014 | $303,137 | $0 | $124,753 |
| INCR. PENSION&POST RET. OBLG. | $4,019,067 | $0 | $0 | |
| MISCELLANEOUS | $657,833 | $87,814 | $0 | $549,416 |
| OTHER DEDUCTIONS PER K-1S | $54,190,554 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME (NET OF UBTI) PER K-1S | Desc |
| Net Investment Income | $51,233,593 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERED GRANTS | Desc |
| Amt | $386,186 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES TRANSACTIONS PAYABLE | Desc |
| BOY Book Value | $3,659,452 | BOYBookValueAmt |
| EOY Book Value | $5,676,072 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT COUNSELING FEES | $10,580,666 | $8,569,926 | $0 | $0 |
| CONSULTANTS | $1,527,977 | $0 | $0 | $1,527,977 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX (INVESTMENT PPTY) | $51,814 | $51,814 | $0 | $0 |
| EXCISE TAXES (NET) | $649,677 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $1,204,340 | $0 | $0 |
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