Open Foundations · North Carolina

Duke Endowment

Charlotte, North Carolina · EIN 560529965. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $208.3M across 393 grants in 2024, a median of $213K each.

All North Carolina foundations · All states

$208.3M
paid in 2024
393
grants paid
$213K
median grant
11%
to first-time recipients
$3.6B
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
MR RHETT N MABRY PRESIDENT
Address
800 EAST MOREHEAD STREET, CHARLOTTE, NC, 282024012
Phone
7043760291
Email
Not stated in the filing
Form the request should take
NO SPECIFIC FORMS ARE REQUIRED FOR LETTERS OF INQUIRY. 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.
Submission deadline
SEE STATEMENT 20
Restrictions on awards
SEE STATEMENT 20

As filed on the Form 990-PF for tax year 2024, IRS filing object id 202543219349101479. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The words that come up most often across the purposes it wrote on its 2024 grants. These are the foundation's own words, not a category we assigned.

north carolinasouth carolinamental healthlow-income uninsuredcare low-incomenetwork carecommunity networkrural

Biggest grants in 2024

The 15 largest of the 393 grants paid in 2024, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1Duke UniversityNC$6,808,000TO COMMEMORATE THE DUKE ENDOWMENT'S AND DUKE UNIVERSITY'S SHARED CENTENNIAL (EXPENDABLE).
2Duke UniversityNC$6,750,000TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY.
3Duke University Health SystemNC$6,750,000TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE UNIVERSITY HEALTH SYSTEM.
4Community Foundation of Western North CarolinaNC$5,000,000TO PROVIDE IMMEDIATE RELIEF IN WESTERN NORTH CAROLINA IN THE AFTERMATH OF HURRICANE HELENE.
5Davidson CollegeNC$5,000,000TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL AND EXPAND STUDENT ACCESS AND EXPERIENTIAL LEARNING.
6Duke UniversityNC$5,000,000TO COMMEMORATE THE DUKE ENDOWMENT'S AND DUKE UNIVERSITY'S SHARED CENTENNIAL (CAPITAL).
7Johnson C Smith UniversityNC$5,000,000TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL, SUPPORT FOR IMPLEMENTING THE NEW STRATEGIC PLAN IN COORDINATION WITH THE CHARLOTTE MAYORS RACIAL EQUITY CAMPAIGN.
8Furman UniversitySC$4,250,000TO CONTINUE TO SUPPORT STRENGTHENING AND EXPANDING THE FURMAN ADVANTAGE.
9Duke UniversityNC$3,500,000TO ENDOW A FULL PROFESSORSHIP IN THE OFFICE OF BLACK CHURCH STUDIES AT DUKE DIVINITY SCHOOL.
10Davidson CollegeNC$3,000,000TO SUPPORT THE RENOVATION OF THE E.H. LITTLE LIBRARY.
11Duke UniversityNC$3,000,000TO COMMEMORATE THE DUKE ENDOWMENT'S AND DUKE UNIVERSITY'S SHARED CENTENNIAL (ENDOWED).
12Furman UniversitySC$3,000,000TO CONTINUE TO SUPPORT STRENGTHENING AND EXPANDING THE FURMAN ADVANTAGE.
13Furman UniversitySC$2,901,440TO CONTINUE TO SUPPORT STRENGTHENING AND EXPANDING THE FURMAN ADVANTAGE.
14Get Ready GuilfordNC$2,590,815TO BUILD AN EARLY CHILDHOOD SYSTEM OF CARE AND SUSTAIN EVIDENCE-BASED PROGRAMS IN GUILFORD COUNTY, NC.
15Central Carolina Community FoundationSC$2,500,000TO PROVIDE IMMEDIATE RELIEF IN SOUTH CAROLINA IN THE AFTERMATH OF HURRICANE HELENE.

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
2020369$164.5M
2021399$169.3M
2022400$203.5M
2023342$204.3M
2024393$208.3M

Where the money went

Share of 2024 grant dollars by recipient state
North Carolina68%
South Carolina25%
New York3%
Massachusetts1%
District of Columbia1%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Allyson K DuncanTRUSTEE · 2024
Cammie R HauptfuhrerTRUSTEE (ELECTED ON 10/08/2024) · 2024
Charles C Lucas IiiTRUSTEE/CHAIR · 2024
Clarence G NewsomeTRUSTEE · 2024
Constance F GrayTRUSTEE (RETIRED ON 12/31/2024) · 2024
Dennis M CampbellTRUSTEE/VICE-CHAIR · 2024
Harris E Deloach JrTRUSTEE · 2024
J Trent JonesTRUSTEE · 2024
Jean G SpauldingTRUSTEE/VICE-CHAIR · 2024
John Fav CecilTRUSTEE · 2024
Judy WoodruffTRUSTEE · 2024
Karen H RogersCFO, TREASURER AND SEC. · 2024
Kenneth D Weeks JrTRUSTEE (RETIRED ON 5/31/2024) · 2024
Minor M ShawTRUSTEE · 2024
Pamela DaviesTRUSTEE · 2024
Ravenel B Curry IiiTRUSTEE · 2024
Rhett N MabryPRESIDENT · 2024
See Stmt 19 Part Vii ExplanationN/A · 2024
Susan L McconnellVP & DIR. OF HUMAN RESOURCES · 2024
William Barnet IiiTRUSTEE · 2024

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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