DUKE ENDOWMENT
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Cite this
Plain text DUKE ENDOWMENT. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/duke-endowment-560529965. Retrieved 2026-11-08.
APA furp.org. (n.d.). DUKE ENDOWMENT [Nonprofit organization profile; tax years 2019–2024]. Retrieved November 8, 2026, from https://furp.org/org/duke-endowment-560529965
MLA “DUKE ENDOWMENT.” furp.org, tax years 2019–2024, https://furp.org/org/duke-endowment-560529965. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2019–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990PF · revenue $370.6M · expenses $301.8M · assets $3.57B
- EIN
- 56-0529965
- Address
- 800 E MOREHEAD ST, CHARLOTTE, NC 28202-2706
- Website
- WWW.DUKEENDOWMENT.ORG
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) inferred (by a small language model from the name and 990 text, confidence 0.80; not an IRS classification)
- FURP topic
- abuse: child · abuse: substance · domestic violence · girls boys: girls · men: issues · science: research education · shelter: homeless · women: issues (from its 990 text; the topic index)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- May 1938 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
31 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Rhett N Mabry | PRESIDENT | 2019-2024 | $1,132,379 | $5,712,014 | 3 |
| Karen H Rogers | CFO, TREASURER AND SEC. | 2019-2024 | $518,305 | $2,870,091 | 3 |
| K Todd Walker | DIR. OF INVESTMENTS | 2019-2024 | $501,626 | $2,811,452 | 3 |
| Susan Mcconnell | VP & DIR. OF HUMAN RESOURCES | 2019-2024 | $494,852 | $2,674,272 | 6 |
| Linwood Hollowell | DIR. OF HEALTH CARE | 2019-2024 | $424,176 | $2,264,463 | 3 |
| Phillip Redmond Jr | DIR. OF CHILD CARE & | 2019-2024 | $408,782 | $2,240,594 | 3 |
| Robert Webb | DIR. OF RURAL CHURCH | 2020-2024 | $409,412 | $1,879,243 | 3 |
| William F Bacon | VP & DIRECTOR OF EVALUATION | 2021-2024 | $497,497 | $1,772,704 | 3 |
| Meka Sales | DIR. OF SPECIAL INIT | 2021-2024 | $414,798 | $1,550,022 | 1 |
| Jean G Spaulding | TRUSTEE/VICE-CHAIR | 2019-2024 | $196,773 | $1,054,223 | 3 |
| Judy Woodruff | TRUSTEE | 2019-2024 | $196,773 | $1,054,223 | 3 |
| Minor M Shaw | TRUSTEE | 2019-2024 | $196,773 | $1,054,222 | 3 |
| Charles C Lucas Iii | TRUSTEE/CHAIR | 2019-2024 | $196,773 | $1,054,221 | 3 |
| Harris E Deloach Jr | TRUSTEE | 2019-2024 | $196,772 | $1,054,220 | 3 |
| Constance F Gray | TRUSTEE (RETIRED ON 12/31/2024) | 2019-2024 | $196,772 | $1,054,220 | 3 |
| J Trent Jones | TRUSTEE | 2019-2024 | $196,772 | $1,054,220 | 3 |
| William Barnet Iii | TRUSTEE | 2019-2024 | $196,772 | $1,054,218 | 3 |
| Dennis M Campbell | TRUSTEE/VICE-CHAIR | 2019-2024 | $196,772 | $1,054,218 | 3 |
| Ravenel B Curry Iii | TRUSTEE | 2019-2024 | $196,772 | $1,054,218 | 3 |
| Kenneth D Weeks Jr | TRUSTEE (RETIRED ON 5/31/2024) | 2019-2024 | $85,328 | $942,778 | 3 |
| Clarence G Newsome | TRUSTEE | 2020-2024 | $196,773 | $893,045 | 4 |
| John Fav Cecil | TRUSTEE | 2020-2024 | $196,772 | $893,042 | 3 |
| Pamela Davies | TRUSTEE | 2020-2024 | $196,772 | $866,328 | 11 |
| Allyson K Duncan | TRUSTEE | 2021-2024 | $196,772 | $588,094 | 4 |
| Cammie R Hauptfuhrer | TRUSTEE (ELECTED ON 10/08/2024) | 2024 | $47,762 | $47,762 | 3 |
| Thomas S Kenan Iii (former) | TRUSTEE (THRU 06/2021) | 2019-2021 | $86,311 | $412,037 | 3 |
| Robert Webb III (former) | DIR. RURAL CHURCHES | 2019 | $298,974 | $298,974 | 3 |
| C G Newsome (former) | Trustee | 2019 | $161,177 | $161,177 | 2 |
| John F A V Cecil (former) | Trustee | 2019 | $161,176 | $161,176 | 1 |
| Wilhelmina M Reuben-Cooke (former) | Trustee (Thru 10/22/2019) | 2019 | $134,937 | $134,937 | 3 |
| Arthur E Morehead IV (former) | V.P. and General Counsel | 2019 | $128,630 | $128,630 | 3 |
Officers and directors, no compensation reported
4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| See Stmt 19 Part Vii Explanation | N/A | 2022-2024 | 0 | $0 reported | 1 |
| See Stmt 20 Part Vii Explanation (former) | N/A | 2023 | 0 | $0 reported | 1 |
| See Part Vii Explanation (former) | . | 2021 | 0 | $0 reported | 1 |
| See Part Viii Explanation (former) | . | 2020 | 0 | $0 reported | 1 |
People by year
2024 · 26 people listed · 25 paid, $7.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RHETT N MABRY | PRESIDENT | 40 | $731,243 | - | $401,136 | $1,132,379 | 3 |
| KAREN H ROGERS | CFO, TREASURER AND SEC. | 40 | $417,566 | - | $100,739 | $518,305 | 3 |
| K TODD WALKER | DIR. OF INVESTMENTS | 40 | $409,260 | - | $92,366 | $501,626 | 3 |
| WILLIAM F BACON | VP & DIRECTOR OF EVALUATION | 40 | $408,782 | - | $88,715 | $497,497 | 3 |
| SUSAN L MCCONNELL | VP & DIR. OF HUMAN RESOURCES | 40 | $414,010 | - | $80,842 | $494,852 | 6 |
| LINWOOD HOLLOWELL | DIR. OF HEALTH CARE | 40 | $347,353 | - | $76,823 | $424,176 | 3 |
| MEKA SALES | DIR. OF SPECIAL INIT | 40 | $333,477 | - | $81,321 | $414,798 | 1 |
| ROBERT WEBB | DIR. OF RURAL CHURCH | 40 | $346,085 | - | $63,327 | $409,412 | 3 |
| PHILLIP REDMOND JR | DIR. OF CHILD CARE & | 40 | $349,530 | - | $59,252 | $408,782 | 3 |
| CHARLES C LUCAS III | TRUSTEE/CHAIR | 10 | $191,048 | - | $5,725 | $196,773 | 3 |
| CLARENCE G NEWSOME | TRUSTEE | 5 | $191,048 | - | $5,725 | $196,773 | 4 |
| MINOR M SHAW | TRUSTEE | 5 | $191,048 | - | $5,725 | $196,773 | 3 |
| JEAN G SPAULDING | TRUSTEE/VICE-CHAIR | 5 | $191,048 | - | $5,725 | $196,773 | 3 |
| JUDY WOODRUFF | TRUSTEE | 5 | $191,048 | - | $5,725 | $196,773 | 3 |
| WILLIAM BARNET III | TRUSTEE | 5 | $191,048 | - | $5,724 | $196,772 | 3 |
| DENNIS M CAMPBELL | TRUSTEE/VICE-CHAIR | 5 | $191,048 | - | $5,724 | $196,772 | 3 |
| JOHN FAV CECIL | TRUSTEE | 5 | $191,048 | - | $5,724 | $196,772 | 3 |
| RAVENEL B CURRY III | TRUSTEE | 5 | $191,048 | - | $5,724 | $196,772 | 3 |
| PAMELA DAVIES | TRUSTEE | 5 | $191,048 | - | $5,724 | $196,772 | 11 |
| HARRIS E DELOACH JR | TRUSTEE | 5 | $191,048 | - | $5,724 | $196,772 | 3 |
| ALLYSON K DUNCAN | TRUSTEE | 5 | $191,048 | - | $5,724 | $196,772 | 4 |
| CONSTANCE F GRAY | TRUSTEE (RETIRED ON 12/31/2024) | 5 | $191,048 | - | $5,724 | $196,772 | 3 |
| J TRENT JONES | TRUSTEE | 5 | $191,048 | - | $5,724 | $196,772 | 3 |
| KENNETH D WEEKS JR | TRUSTEE (RETIRED ON 5/31/2024) | 5 | $79,603 | - | $5,725 | $85,328 | 3 |
| CAMMIE R HAUPTFUHRER | TRUSTEE (ELECTED ON 10/08/2024) | 5 | $47,762 | - | $0 | $47,762 | 3 |
| SEE STMT 19 PART VII EXPLANATION | N/A | 0 | $0 | - | $0 | $0 | 1 |
2023 · 25 people listed · 24 paid, $7.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RHETT N MABRY | PRESIDENT | 40 | $706,831 | - | $268,493 | $975,324 | 3 |
| KAREN H ROGERS | CFO, TREASURER AND SEC. | 40 | $406,047 | - | $89,934 | $495,981 | 3 |
| K TODD WALKER | DIR. OF INVESTMENTS | 40 | $395,458 | - | $81,585 | $477,043 | 3 |
| WILLIAM F BACON | VP & DIRECTOR OF EVALUATION | 40 | $377,458 | - | $88,380 | $465,838 | 3 |
| SUSAN L MCCONNELL | VP & DIR. OF HUMAN RESOURCES | 40 | $404,512 | - | $60,790 | $465,302 | 6 |
| LINWOOD HOLLOWELL | DIR. OF HEALTH CARE | 40 | $341,272 | - | $71,857 | $413,129 | 3 |
| PHILLIP REDMOND JR | DIR. OF CHILD CARE & | 40 | $346,619 | - | $57,631 | $404,250 | 3 |
| MEKA SALES | DIR. OF SPECIAL INIT | 40 | $327,959 | - | $75,134 | $403,093 | 1 |
| ROBERT WEBB | DIR. OF RURAL CHURCH | 40 | $344,799 | - | $57,905 | $402,704 | 3 |
| CLARENCE G NEWSOME | TRUSTEE | 5 | $183,495 | - | $5,451 | $188,946 | 4 |
| MINOR M SHAW | TRUSTEE | 5 | $183,495 | - | $5,451 | $188,946 | 3 |
| JEAN G SPAULDING | TRUSTEE/VICE-CHAIR | 5 | $183,495 | - | $5,451 | $188,946 | 3 |
| KENNETH D WEEKS JR | TRUSTEE | 5 | $183,495 | - | $5,451 | $188,946 | 3 |
| JUDY WOODRUFF | TRUSTEE | 5 | $183,495 | - | $5,451 | $188,946 | 3 |
| WILLIAM BARNET III | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 3 |
| DENNIS M CAMPBELL | TRUSTEE/VICE-CHAIR | 5 | $183,495 | - | $5,450 | $188,945 | 3 |
| JOHN FAV CECIL | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 3 |
| RAVENEL B CURRY III | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 3 |
| PAMELA DAVIES | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 11 |
| HARRIS E DELOACH JR | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 3 |
| ALLYSON K DUNCAN | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 4 |
| CONSTANCE F GRAY | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 3 |
| J TRENT JONES | TRUSTEE | 5 | $183,495 | - | $5,450 | $188,945 | 3 |
| CHARLES C LUCAS III | TRUSTEE/CHAIR | 10 | $183,495 | - | $5,450 | $188,945 | 3 |
| SEE STMT 20 PART VII EXPLANATION | N/A | 0 | $0 | - | $0 | $0 | 1 |
2022 · 25 people listed · 24 paid, $6.9M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RHETT N MABRY | PRESIDENT | 40 | $665,767 | - | $242,412 | $908,179 | 3 |
| KAREN H ROGERS | CFO AND TREASURER | 40 | $388,114 | - | $92,969 | $481,083 | 3 |
| K TODD WALKER | DIR. OF INVESTMENTS | 40 | $387,960 | - | $85,275 | $473,235 | 3 |
| SUSAN L MCCONNELL | VP & DIR. OF HR & HIGHER ED | 40 | $386,169 | - | $64,431 | $450,600 | 6 |
| WILLIAM F BACON | VP & DIRECTOR OF EVALUATION | 40 | $346,504 | - | $71,094 | $417,598 | 3 |
| LINWOOD HOLLOWELL | DIR. HEALTH CARE | 40 | $328,391 | - | $55,950 | $384,341 | 3 |
| PHILLIP REDMOND JR | DIR. CHILD CARE & FA | 40 | $328,647 | - | $53,800 | $382,447 | 3 |
| MEKA SALES | DIR. OF SPECIAL INIT | 40 | $319,971 | - | $61,829 | $381,800 | 1 |
| ROBERT WEBB | DIR. OF RURAL CHURCH | 40 | $328,976 | - | $45,409 | $374,385 | 3 |
| PAMELA DAVIES | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 11 |
| HARRIS E DELOACH JR | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 3 |
| ALLYSON K DUNCAN | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 4 |
| CONSTANCE F GRAY | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 3 |
| J TRENT JONES | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 3 |
| CHARLES C LUCAS III | TRUSTEE/CHAIR | 10 | $169,897 | - | $5,436 | $175,333 | 3 |
| CLARENCE G NEWSOME | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 4 |
| MINOR M SHAW | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 3 |
| JEAN G SPAULDING | TRUSTEE/VICE-CHAIR | 5 | $169,897 | - | $5,436 | $175,333 | 3 |
| KENNETH D WEEKS JR | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 3 |
| JUDY WOODRUFF | TRUSTEE | 5 | $169,897 | - | $5,436 | $175,333 | 3 |
| WILLIAM BARNET III | TRUSTEE | 5 | $169,897 | - | $5,435 | $175,332 | 3 |
| DENNIS M CAMPBELL | TRUSTEE/VICE-CHAIR | 5 | $169,897 | - | $5,435 | $175,332 | 3 |
| JOHN FAV CECIL | TRUSTEE | 5 | $169,897 | - | $5,435 | $175,332 | 3 |
| RAVENEL B CURRY III | TRUSTEE | 5 | $169,897 | - | $5,435 | $175,332 | 3 |
| SEE STMT 19 PART VII EXPLANATION | N/A | 0 | $0 | - | $0 | $0 | 1 |
2021 · 26 people listed · 25 paid, $6.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RHETT N MABRY | PRESIDENT | 40 | $635,265 | - | $348,259 | $983,524 | 3 |
| KAREN H ROGERS | CFO AND TREASURER | 40 | $377,959 | - | $117,115 | $495,074 | 3 |
| K TODD WALKER | DIR. OF INVESTMENTS | 40 | $376,756 | - | $104,559 | $481,315 | 3 |
| SUSAN L MCCONNELL | VP & DIR. OF HR & HIGHER ED | 40 | $374,326 | - | $87,360 | $461,686 | 6 |
| WILLIAM F BACON | VP & DIRECTOR OF EVALUATION | 40 | $315,623 | - | $76,148 | $391,771 | 3 |
| PHILLIP REDMOND JR | DIR. CHILD CARE & FA | 40 | $318,398 | - | $55,527 | $373,925 | 3 |
| LINWOOD HOLLOWELL | DIR. HEALTH CARE | 40 | $316,485 | - | $57,435 | $373,920 | 3 |
| ROBERT WEBB | DIR. OF RURAL CHURCH | 40 | $323,134 | - | $31,849 | $354,983 | 3 |
| MEKA SALES | DIR. OF SPECIAL INIT | 40 | $288,894 | - | $61,437 | $350,331 | 1 |
| WILLIAM BARNET III | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| DENNIS M CAMPBELL | TRUSTEE/VICE-CHAIR | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| JOHN FAV CECIL | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| RAVENEL B CURRY III | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| PAMELA DAVIES | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 11 |
| HARRIS E DELOACH JR | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| CONSTANCE F GRAY | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| J TRENT JONES | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| CHARLES C LUCAS III | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| CLARENCE G NEWSOME | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 4 |
| MINOR M SHAW | TRUSTEE/CHAIR | 14 | $162,266 | - | $5,178 | $167,444 | 3 |
| JEAN G SPAULDING | TRUSTEE/VICE-CHAIR | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| KENNETH D WEEKS JR | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| JUDY WOODRUFF | TRUSTEE | 5 | $162,266 | - | $5,178 | $167,444 | 3 |
| THOMAS S KENAN III | TRUSTEE (THRU 06/2021) | 5 | $81,133 | - | $5,178 | $86,311 | 3 |
| ALLYSON K DUNCAN | TRUSTEE (AS OF 11/2021) | 5 | $27,044 | - | $0 | $27,044 | 4 |
| SEE PART VII EXPLANATION | . | 0 | $0 | - | $0 | $0 | 1 |
2020 · 23 people listed · 22 paid, $5.8M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RHETT N MABRY | PRESIDENT | 40 | $601,032 | - | $329,408 | $930,440 | 3 |
| KAREN H ROGERS | CFO AND TREASURER | 40 | $360,192 | - | $116,069 | $476,261 | 3 |
| K TODD WALKER | DIR. OF INVESTMENTS | 40 | $362,467 | - | $104,627 | $467,094 | 3 |
| SUSAN L MCCONNELL | DIR. HR & EDUCATION | 40 | $354,478 | - | $86,067 | $440,545 | 6 |
| PHILLIP REDMOND JR | DIR. CHILD CARE & FA | 40 | $305,184 | - | $52,472 | $357,656 | 3 |
| LINWOOD HOLLOWELL | DIR. HEALTH CARE | 40 | $300,756 | - | $54,407 | $355,163 | 3 |
| ROBERT WEBB | DIR. OF RURAL CHURCH | 40 | $306,773 | - | $30,986 | $337,759 | 3 |
| JEAN G SPAULDING | TRUSTEE/VICE-CHAIR | 5 | $160,290 | - | $4,260 | $164,550 | 3 |
| KENNETH D WEEKS JR | TRUSTEE | 5 | $160,290 | - | $4,260 | $164,550 | 3 |
| JUDY WOODRUFF | TRUSTEE | 5 | $160,290 | - | $4,260 | $164,550 | 3 |
| WILLIAM BARNET III | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| DENNIS M CAMPBELL | TRUSTEE/VICE-CHAIR | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| JOHN FAV CECIL | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| RAVENEL B CURRY III | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| HARRIS E DELOACH JR | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| CONSTANCE F GRAY | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| J TRENT JONES | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| THOMAS S KENAN III | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| CHARLES C LUCAS III | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 3 |
| CLARENCE G NEWSOME | TRUSTEE | 5 | $160,290 | - | $4,259 | $164,549 | 4 |
| MINOR M SHAW | TRUSTEE/CHAIR | 14 | $160,290 | - | $4,259 | $164,549 | 3 |
| PAMELA DAVIES | TRUSTEE (AS OF 03/2020) | 5 | $133,575 | - | $4,259 | $137,834 | 11 |
| SEE PART VIII EXPLANATION | . | 0 | $0 | - | $0 | $0 | 1 |
2019 · 23 people listed · 23 paid, $5.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rhett N Mabry | President | 40 | $554,487 | - | $227,681 | $782,168 | 3 |
| K TODD WALKER | DIR. OF INVESTMENTS | 40 | $331,134 | - | $80,005 | $411,139 | 3 |
| Karen H Rogers | CFO and Treasurer | 40 | $320,273 | - | $83,114 | $403,387 | 3 |
| SUSAN L MCCONNELL | DIR. HR & EDUCATION | 40 | $309,869 | - | $51,418 | $361,287 | 6 |
| LINWOOD HOLLOWELL | DIR. HEALTH CARE | 40 | $261,020 | - | $52,714 | $313,734 | 3 |
| PHILLIP REDMOND JR | DIR. CHILD CARE | 40 | $262,234 | - | $51,300 | $313,534 | 3 |
| ROBERT WEBB III | DIR. RURAL CHURCHES | 40 | $269,690 | - | $29,284 | $298,974 | 3 |
| Harris E Deloach Jr | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| Constance F Gray | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| J Trent Jones | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| Thomas S Kenan III | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| Charles C Lucas III | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| C G Newsome | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 2 |
| Minor M Shaw | Trustee/Chairman | 14 | $157,443 | - | $3,734 | $161,177 | 3 |
| Jean G Spaulding | Trustee/Vice-Chair | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| Kenneth D Weeks Jr | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| Judy Woodruff | Trustee | 5 | $157,443 | - | $3,734 | $161,177 | 3 |
| William Barnet III | Trustee | 5 | $157,443 | - | $3,733 | $161,176 | 3 |
| Dennis M Campbell | Trustee | 5 | $157,443 | - | $3,733 | $161,176 | 3 |
| John F A V Cecil | Trustee | 5 | $157,443 | - | $3,733 | $161,176 | 1 |
| Ravenel B Curry III | Trustee | 5 | $157,443 | - | $3,733 | $161,176 | 3 |
| Wilhelmina M Reuben-Cooke | Trustee (Thru 10/22/2019) | 5 | $131,203 | - | $3,734 | $134,937 | 3 |
| Arthur E Morehead IV | V.P. and General Counsel | 40 | $84,171 | - | $44,459 | $128,630 | 3 |
Highest-paid independent contractors
2024 · 5 contractors · $14.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| DUMAC LLC | DURHAM, NC | INVESTMENT ADVISOR | $6,382,143 |
| ATYANT CAPITAL | CORAL SPRINGS, FL | INVESTMENT ADVISOR | $4,362,748 |
| PERMIAN INVESTMENT PARTNERS | NEW YORK, NY | INVESTMENT ADVISOR | $1,435,947 |
| RGM CAPITAL | NAPLES, FL | INVESTMENT ADVISOR | $1,164,378 |
| WILLIAMS GROUP | GRAND RAPIDS, MI | COMMUNICATION AND WEB-SITE | $868,705 |
2023 · 5 contractors · $9.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| DUMAC LLC | DURHAM, NC | INVESTMENT ADVISOR | $5,259,577 |
| MASSMUTUAL LIFE | SPINGFIELD, MA | LOAN | $1,829,295 |
| TIGER GLOBAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $1,030,862 |
| WILLIAMS GROUP | GRAND RAPIDS, MI | COMMUNICATION AND WEB-SITE | $657,147 |
| MELLON BANK | NEW YORK, NY | CUSTODY FEE | $560,187 |
2022 · 5 contractors · $8.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| DUMAC LLC | DURHAM, NC | INVESTMENT ADVISOR | $5,688,220 |
| MASSMUTUAL LIFE | SPINGFIELD, MA | LOAN | $825,926 |
| MZ INVESTMENT | GRAND CAYMAN | INVESTMENT MANAGER | $810,118 |
| WILLIAMS GROUP | GRAND RAPIDS, MI | COMMUNICATION AND WEB-SITE | $684,402 |
| PRAESIDIUM | NEW YORK, NY | INVESTMENT MANAGER | $658,501 |
2021 · 5 contractors · $9.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| DUMAC LLC | DURHAM, NC | INVESTMENT ADVISOR | $3,777,294 |
| RGM CAPITAL | NAPLES, FL | INVESTMENT MANAGER | $2,174,171 |
| PRAESIDIUM | NEW YORK, NY | INVESTMENT MANAGER | $1,341,432 |
| PERMIAN INVESTMENT PARTNERS | NEW YORK, NY | INVESTMENT MANAGER | $1,258,685 |
| INCENTIVE AS | OSLO | INVESTMENT MANAGER | $942,673 |
2020 · 5 contractors · $6.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| DUMAC LLC | DURHAM, NC | INVESTMENT ADVISOR | $4,590,964 |
| PRAESIDIUM | NEW YORK, NY | INVESTMENT MANAGER | $584,161 |
| RGM CAPITAL | NAPLES, FL | INVESTMENT MANAGER | $580,393 |
| PERMIAN INVESTMENT PARTNERS | NEW YORK, NY | INVESTMENT MANAGER | $410,738 |
| PARAMETRIC PORTFOLIO ASSOC | SEATTLE, WA | INVESTMENT MANAGER | $397,774 |
2019 · 5 contractors · $8.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| DUMAC LLC | DURHAM, NC | INVESTMENT ADVISOR | $4,977,349 |
| RGM Capital | NAPLES, FL | Investment Manager | $1,639,872 |
| Incentive AS | OSLO | Investment Manager | $1,083,829 |
| BNY Mellon Bank | NEW YORK, NY | Custody Bank | $619,620 |
| Praesidium | NEW YORK, NY | Investment Manager | $505,959 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 480 grants to organizations · $251.2M
2023 · 365 grants to organizations · $222.5M
2022 · 418 grants to organizations · $212.3M
2021 · 414 grants to organizations · $174.9M
2020 · 381 grants to organizations · $171.7M
2019 · 414 grants to organizations · $156.5M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2022 · 1 contributor · $17.1M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | BLUE MERIDIAN PARTNERS INC Fuzzy 1.00 | Organization or other | NEW YORK, NY | $17,077,800 | - | Form 990PF Sch. B, 2022 · filing |
2020 · 1 contributor · $9.8M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | BLUE MERIDIAN PARTNERS Fuzzy 0.85 | Organization or other | NEW YORK, NY | $9,800,000 | - | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $370,592,635 | $301,842,921 | $3,567,263,777 | $3,475,915,883 | - | - | $5,530,936 | - | - |
| 2023 · Form 990PF | ||||||||
| $142,024,971 | $254,434,115 | $3,502,993,986 | $3,386,267,671 | - | - | $5,236,615 | - | - |
| 2022 · Form 990PF | ||||||||
| $497,718,591 | $255,056,319 | $3,619,520,233 | $3,520,936,227 | $17,077,800 | - | $4,887,450 | - | - |
| 2021 · Form 990PF | ||||||||
| $832,404,504 | $220,201,927 | $3,374,460,396 | $3,237,040,871 | - | - | $4,789,628 | - | - |
| 2020 · Form 990PF | ||||||||
| $163,153,625 | $208,170,047 | $2,769,856,640 | $2,646,861,371 | $9,800,000 | - | $3,848,224 | - | - |
| 2019 · Form 990PF | ||||||||
| $244,646,086 | $195,702,527 | $2,808,215,541 | $2,713,994,281 | $0 | - | $3,705,596 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- FUND ESTABLISHED BY WILL OF NANALINE H DUKE FOR DUKE UNIVERSIT Charlotte, NC · 24 people in common (Allyson K Duncan, Cammie R Hauptfuhrer, Charles C Lucas Iii)
- ANGIER B DUKE MEMORIAL INC TERM Charlotte, NC · 24 people in common (Allyson K Duncan, Cammie R Hauptfuhrer, Charles C Lucas Iii)
- DUKE UNIVERSITY Durham, NC · 2 people in common (Allyson K Duncan, Clarence G Newsome)
- QUEENS UNIVERSITY OF CHARLOTTE Charlotte, NC · 2 people in common (Pamela Davies, Susan Mcconnell)
- NATIONAL COUNCIL OF YOUNG MENS CHRISTIAN ASSNS OF THE USA Chicago, IL · 1 person in common (Pamela Davies)
- YMCA OF GREATER CHARLOTTE Charlotte, NC · 1 person in common (Pamela Davies)
- CHARLOTTE REGIONAL BUSINESS ALLIANCE Charlotte, NC · 1 person in common (Pamela Davies)
- NORTH CAROLINA INDEPENDENT COLLEGES & UNIVERSITIES Raleigh, NC · 1 person in common (Pamela Davies)
- YOUNG WOMENS CHRISTIAN ASSOCIATION OF THE CENTRAL CAROLINAS INC Charlotte, NC · 1 person in common (Susan Mcconnell)
- Executive Leadership Institute Inc Charlotte, NC · 1 person in common (Pamela Davies)
- QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT Charlotte, NC · 1 person in common (Susan Mcconnell)
- THE NEW AMERICAN COLLEGES & UNIVERSITIES Oakwood, OH · 1 person in common (Pamela Davies)
- CHARLOTTE REGIONAL PARTNERSHIP INC Charlotte, NC · 1 person in common (Pamela Davies)
Funders of this organization
4 grantors reported grants to this organization, $99,750,614 in all, tax years 2012 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| BLUE MERIDIAN PARTNERS INC | $98,577,800 | 4 | $32,000,000 | 2024 | 2017, 2019, 2022, 2024 | Public charity | Exact | show |
| LVH ALS FOUNDATION | $1,045,000 | 6 | $25,000 | 2025 | 2014, 2016, 2020, 2022-2023, 2025 | Public charity | Exact | show |
| FAMILY HEALTH INTERNATIONAL | $127,692 | 3 | $16,401 | 2015 | 2012, 2014-2015 | Public charity | Exact | show |
| THE DUKE ENERGY FOUNDATION | $122 | 1 | $122 | 2020 | 2020 | Private foundation | Fuzzy filed as “DUKE ENDOWMENT” | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MCNC ENDOWMENT | NC | U20 | $6,131,857 | $225,718 | President & CEO | $501,244 | Similar name, revenue differs more than 10x, same state |
| EEF ENDOWMENT | TX | B11 | $225,007 | $12,727 | President | $0 | Similar name, revenue differs more than 10x |
| ISF ENDOWMENT | TX | B90 | $485,997 | $58,960 | President | $0 | Similar name, revenue differs more than 10x |
| AUK ENDOWMENT | VA | B11 | $132,576 | $1,578 | VP SECRETARY TREASURER DIRECTOR | $0 | Similar name, revenue differs more than 10x |
| PCS ENDOWMENT | OH | X11 | $96,165 | $22,821 | BOARD MEMBER | $175,466 | Similar name, revenue differs more than 10x |
| KUO ENDOWMENT | CA | T20 | $93,836 | $39,792 | President & CEO | $0 | Similar name, revenue differs more than 10x |
| P&C ENDOWMENT | WA | Not reported | $71,191 | $71,810 | PRESIDENT | $0 | Similar name, revenue differs more than 10x |
| AAN ENDOWMENT | OH | P11 | $39,709 | $34,467 | TRUSTEE | $129,322 | Similar name, revenue differs more than 10x |
| UFC ENDOWMENT | CA | E12 | $5,000 | $1,106 | DIRECTOR AND PRESIDENT | $0 | Similar name, revenue differs more than 10x |
| WEST ENDOWMENT | TX | T20 | $1,615,040 | $688,698 | VP, TREASURER & ASST SEC/DIRECTOR | $0 | Similar name, revenue differs more than 10x |
| PLUS ENDOWMENT | TN | B12 | $559,629 | $47,465 | DIRECTOR | $0 | Similar name, revenue differs more than 10x |
| HOPE ENDOWMENT | TX | Q30 | $170,930 | $222,778 | President | $0 | Similar name, revenue differs more than 10x |
| LOLC ENDOWMENT | CA | S21 | $162,051 | $54,426 | President | $0 | Similar name, revenue differs more than 10x |
| BIRD ENDOWMENT | TX | C30 | $117,628 | $108,549 | Board of Directors | $0 | Similar name, revenue differs more than 10x |
| ASPA ENDOWMENT | DC | Not reported | $32,532 | $161,189 | ASPA EXECUTIVE DIRECTOR | $271,052 | Similar name, revenue differs more than 10x |
| RK ENDOWMENT | CA | T20 | $0 | $0 | DIRECTOR & CFO | $0 | Similar name |
| RSF ENDOWMENT | TX | T11 | $0 | $264 | BOARD MEMBER/SECRETARY (PART YEAR) | $0 | Similar name |
| DSG ENDOWMENT INC | TX | P99 | $0 | $0 | President | $0 | Similar name |
Who funds organizations like this
Grantors that funded the 18 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $301,842,921 spent · pay $17,142,371 · grants $251,218,558 · events $307,270
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $251,218,558 | 83.2% | |
| Fees: other professional | $19,408,090 | 6.4% | |
| Taxes | $8,020,618 | 2.7% | |
| Other salaries and wages | $7,360,323 | 2.4% | |
| Pay: officers, directors, trustees | $5,530,936 | 1.8% | |
| Pension plans and employee benefits | $4,251,112 | 1.4% | |
| Occupancy | $2,001,299 | 0.7% | |
| Printing and publications | $1,877,725 | 0.6% | |
| Depreciation and depletion | $1,051,327 | 0.3% | |
| Fees: accounting | $490,845 | 0.2% | |
| Travel, conferences and meetings | $307,270 | 0.1% | |
| Other expenses | $223,727 | 0.1% | |
| Fees: legal | $101,091 | 0.0% | |
| Total | $301,842,921 | 100% |
2023 · Form 990PF · $254,434,115 spent · pay $16,174,853 · grants $222,465,328 · events $284,778
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $222,465,328 | 87.4% | |
| Fees: other professional | $12,681,747 | 5.0% | |
| Other salaries and wages | $6,741,351 | 2.6% | |
| Pay: officers, directors, trustees | $5,236,615 | 2.1% | |
| Pension plans and employee benefits | $4,196,887 | 1.6% | |
| Occupancy | $2,146,990 | 0.8% | |
| Printing and publications | $1,552,071 | 0.6% | |
| Depreciation and depletion | $1,100,683 | 0.4% | |
| Fees: accounting | $436,070 | 0.2% | |
| Travel, conferences and meetings | $284,778 | 0.1% | |
| Fees: legal | $111,127 | 0.0% | |
| Taxes | $46,001 | 0.0% | |
| Other expenses | -$2,565,533 | -1.0% | |
| Total | $254,434,115 | 100% |
2022 · Form 990PF · $255,056,319 spent · pay $13,418,834 · grants $212,293,248 · events $150,795
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $212,293,248 | 83.2% | |
| Fees: other professional | $13,867,780 | 5.4% | |
| Other salaries and wages | $6,111,160 | 2.4% | |
| Other expenses | $5,720,872 | 2.2% | |
| Taxes | $5,427,726 | 2.1% | |
| Pay: officers, directors, trustees | $4,887,450 | 1.9% | |
| Pension plans and employee benefits | $2,420,224 | 0.9% | |
| Occupancy | $1,729,950 | 0.7% | |
| Depreciation and depletion | $1,028,261 | 0.4% | |
| Printing and publications | $862,184 | 0.3% | |
| Fees: accounting | $428,000 | 0.2% | |
| Travel, conferences and meetings | $150,795 | 0.1% | |
| Fees: legal | $128,669 | 0.1% | |
| Total | $255,056,319 | 100% |
2021 · Form 990PF · $220,201,927 spent · pay $15,207,468 · grants $174,938,934 · events $37,023
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $174,938,934 | 79.4% | |
| Fees: other professional | $15,516,001 | 7.0% | |
| Taxes | $12,660,595 | 5.7% | |
| Other salaries and wages | $5,893,241 | 2.7% | |
| Pay: officers, directors, trustees | $4,789,628 | 2.2% | |
| Pension plans and employee benefits | $4,524,599 | 2.1% | |
| Occupancy | $1,769,394 | 0.8% | |
| Depreciation and depletion | $1,354,065 | 0.6% | |
| Printing and publications | $754,871 | 0.3% | |
| Fees: accounting | $397,525 | 0.2% | |
| Fees: legal | $57,824 | 0.0% | |
| Travel, conferences and meetings | $37,023 | 0.0% | |
| Other expenses | -$2,491,773 | -1.1% | |
| Total | $220,201,927 | 100% |
2020 · Form 990PF · $208,170,047 spent · pay $13,412,794 · grants $171,714,056 · events $84,570
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $171,714,056 | 82.5% | |
| Fees: other professional | $12,743,140 | 6.1% | |
| Other salaries and wages | $6,130,732 | 2.9% | |
| Other expenses | $5,993,326 | 2.9% | |
| Pay: officers, directors, trustees | $3,848,224 | 1.8% | |
| Pension plans and employee benefits | $3,433,838 | 1.6% | |
| Occupancy | $1,745,985 | 0.8% | |
| Depreciation and depletion | $1,360,686 | 0.7% | |
| Printing and publications | $687,454 | 0.3% | |
| Fees: accounting | $329,800 | 0.2% | |
| Travel, conferences and meetings | $84,570 | 0.0% | |
| Taxes | $51,814 | 0.0% | |
| Fees: legal | $46,422 | 0.0% | |
| Total | $208,170,047 | 100% |
2019 · Form 990PF · $195,702,527 spent · pay $15,010,220 · grants $156,487,208 · events $329,701
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $156,487,208 | 80.0% | |
| Fees: other professional | $12,108,643 | 6.2% | |
| Other expenses | $6,772,454 | 3.5% | |
| Pension plans and employee benefits | $5,852,014 | 3.0% | |
| Other salaries and wages | $5,452,610 | 2.8% | |
| Pay: officers, directors, trustees | $3,705,596 | 1.9% | |
| Occupancy | $1,743,888 | 0.9% | |
| Depreciation and depletion | $1,577,662 | 0.8% | |
| Taxes | $701,491 | 0.4% | |
| Printing and publications | $555,697 | 0.3% | |
| Fees: accounting | $350,600 | 0.2% | |
| Travel, conferences and meetings | $329,701 | 0.2% | |
| Fees: legal | $64,963 | 0.0% | |
| Total | $195,702,527 | 100% |
Federal lobbying
Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.
| Year | Spent | Earned | Reports |
|---|---|---|---|
| 2007 | 1 | ||
| 2006 | $20,000 | 3 |
Issues: Taxation/Internal Revenue Code
Firms hired: ALSTON & BIRD LLP
State business registration
- THE DUKE ENDOWMENT NC, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | THE DUKE ENDOWMENT | NC | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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