The Duke Endowment
EIN 560529965
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$681.5M
1,346 grants · $170.4M avg/year
based on 4 yrs of IRS 990-PF records on file
$100M+/yr
mega funder
capacity
$200K
typical big bets · $100K–$350K
grant size
38%
supporter · 176/463 multi-year
repeat
$4.9B
Assets (2023)
463
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MR RHETT N MABRY PRESIDENT
Phone
(704) 376-0291
Deadlines
SEE STATEMENT
How to Apply
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.
Restrictions
SEE STATEMENT
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $3.9B | $244.6M | N/A |
| 2020 | $202.6M | $4.7B | $163.2M | 450 |
| 2022 | $219.6M | $5.0B | $497.7M | 450 |
| 2023 | $259.4M | $4.9B | $142.0M | 446 |
Grant Size Distribution
Based on 1346 grants on record
Minimum
$5K
25th Pctl
$100K
Median
$200K
Average
$506K
75th Pctl
$350K
Maximum
$21.5M
Geographic Distribution
Officers & Directors
SM
Susan L McConnell
2 yrs
Vice President & Dir. of Human Resources
Leadership
RM
Rhett N Mabry
4+ yrs
President
Leadership
WB
William F Bacon
2 yrs
Vice President & Director of Evaluation
Leadership
JS
Jean G Spaulding
4+ yrs
Trustee/Vice-Chair
Leadership
CL
Charles C Lucas III
4+ yrs
Trustee/Chair
Leadership
DC
Dennis M Campbell
4+ yrs
Trustee/Vice-Chair
Leadership
KR
Karen H Rogers
4+ yrs
Cfo, Treasurer and Sec
Leadership
JW
Judy Woodruff
4+ yrs
Trustee
KW
Kenneth D Weeks Jr
4+ yrs
Trustee
MS
Minor M Shaw
4+ yrs
Trustee
CN
Clarence G Newsome
3 yrs
Trustee
JJ
J Trent Jones
4+ yrs
Trustee
CG
Constance F Gray
4+ yrs
Trustee
AD
Allyson K Duncan
2 yrs
Trustee
HD
Harris E Deloach Jr
4+ yrs
Trustee
PD
Pamela Davies
3 yrs
Trustee
RC
Ravenel B Curry III
4+ yrs
Trustee
JC
John Fav Cecil
3 yrs
Trustee
WB
William Barnet III
4+ yrs
Trustee
SE
See Stmt 20 Part VII Explanation
N/A
DC
Dennis M Campbell
4+ yrs
Trustee/Vice-Chair
Leadership
CL
Charles C Lucas III
4+ yrs
Trustee/Chair
Leadership
JS
Jean G Spaulding
4+ yrs
Trustee/Vice-Chair
Leadership
WB
William F Bacon
2 yrs
Vice President & Director of Evaluation
Leadership
RM
Rhett N Mabry
4+ yrs
President
Leadership
SM
Susan L McConnell
2 yrs
Vice President & Dir. of Hr & Higher Ed
Leadership
KR
Karen H Rogers
4+ yrs
Cfo and Treasurer
Leadership
JC
John Fav Cecil
3 yrs
Trustee
RC
Ravenel B Curry III
4+ yrs
Trustee
PD
Pamela Davies
3 yrs
Trustee
HD
Harris E Deloach Jr
4+ yrs
Trustee
AD
Allyson K Duncan
2 yrs
Trustee
CG
Constance F Gray
4+ yrs
Trustee
JJ
J Trent Jones
4+ yrs
Trustee
CN
Clarence G Newsome
3 yrs
Trustee
MS
Minor M Shaw
4+ yrs
Trustee
KW
Kenneth D Weeks Jr
4+ yrs
Trustee
JW
Judy Woodruff
4+ yrs
Trustee
WB
William Barnet III
4+ yrs
Trustee
SE
See Stmt 19 Part VII Explanation
N/A
RM
Rhett N Mabry
4+ yrs
President
Leadership
JS
Jean G Spaulding
4+ yrs
Trustee/Vice-Chair
Leadership
MS
Minor M Shaw
4+ yrs
Trustee/Chair
Leadership
DC
Dennis M Campbell
4+ yrs
Trustee/Vice-Chair
Leadership
KR
Karen H Rogers
4+ yrs
Cfo and Treasurer
Leadership
WB
William Barnet III
4+ yrs
Trustee
JW
Judy Woodruff
4+ yrs
Trustee
KW
Kenneth D Weeks Jr
4+ yrs
Trustee
CN
Clarence G Newsome
3 yrs
Trustee
CL
Charles C Lucas III
4+ yrs
Trustee
TK
Thomas S Kenan III
2 yrs
Trustee
JJ
J Trent Jones
4+ yrs
Trustee
CG
Constance F Gray
4+ yrs
Trustee
HD
Harris E Deloach Jr
4+ yrs
Trustee
PD
Pamela Davies
3 yrs
Trustee
RC
Ravenel B Curry III
4+ yrs
Trustee
JC
John Fav Cecil
3 yrs
Trustee
SE
See Part VIII Explanation
—
MS
Minor M Shaw
4+ yrs
Trustee/Chairman
Leadership
JS
Jean G Spaulding
4+ yrs
Trustee/Vice-Chair
Leadership
RM
Rhett N Mabry
4+ yrs
President
Leadership
KR
Karen H Rogers
4+ yrs
CFO and Treasurer
Leadership
JC
John F A V Cecil
Trustee
RC
Ravenel B Curry III
4+ yrs
Trustee
HD
Harris E Deloach Jr
4+ yrs
Trustee
CG
Constance F Gray
4+ yrs
Trustee
JJ
J Trent Jones
4+ yrs
Trustee
TK
Thomas S Kenan III
2 yrs
Trustee
CL
Charles C Lucas III
4+ yrs
Trustee
CN
C G Newsome
Trustee
WR
Wilhelmina M Reuben-Cooke
Trustee
KW
Kenneth D Weeks Jr
4+ yrs
Trustee
JW
Judy Woodruff
4+ yrs
Trustee
DC
Dennis M Campbell
4+ yrs
Trustee
WB
William Barnet III
4+ yrs
Trustee
AM
Arthur E Morehead IV
V.P. and General Counsel
Grants Awarded (1,346 total)
| Purpose | ||||
|---|---|---|---|---|
| Duke University | Durham, NC | $21,500,000 | TO COMMEMORATE THE DUKE ENDOWMENT'S AND DUKE UNIVERSITY'S SHARED CENTENNIAL (ENDOWED). | 2023 |
| Duke University | Durham, NC | $13,541,600 | TO PROVIDE UNRESTRICTED OPERATING SUPPORT. | 2023 |
| Duke University | Durham, NC | $12,500,000 | TO PROVIDE UNRESTRICTED OPERATING SUPPORT. | 2020 |
| Duke University | Durham, NC | $11,458,400 | TO PROVIDE UNRESTRICTED OPERATING SUPPORT. | 2022 |
| Davidson College | Davidson, NC | $10,000,000 | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL AND EXPAND STUDENT ACCESS AND EXPERIENTIAL LEARNING. | 2023 |
| Blue Meridian Partners Inc | New York, NY | $9,833,000 | TO SUPPORT THE SPARTANBURG ACADEMIC MOVEMENT, INC. THAT WORKS TO IMPROVE ECONOMIC MOBILITY BY IMPROVING ACADEMIC... | 2023 |
| Furman University | Greenville, SC | $9,300,000 | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL, UNRESTRICTED OPERATING SUPPORT DUE TO FINANCIAL HARDSHIP. | 2022 |
| Duke University | Durham, NC | $8,591,509 | TO SUPPORT THE DIVERSITY, INCLUSION AND ANTI-RACISM INITIATIVE. | 2022 |
| Johnson C Smith University | Charlotte, NC | $8,000,000 | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL, SUPPORT FOR IMPLEMENTING THE NEW STRATEGIC PLAN IN COORDINATION WITH... | 2023 |
| Blue Meridian Partners Inc | New York, NC | $7,642,687 | TO SUPPORT SCALING OF EFFECTIVE SOLUTIONS FOR YOUNG PEOPLE AND FAMILIES IN POVERTY. | 2020 |
| Duke University Health System | Durham, NC | $7,500,000 | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING... | 2022 |
| Duke University | Durham, NC | $7,500,000 | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING... | 2022 |
| Davidson College | Davidson, NC | $6,955,995 | TO STRENGTHEN THE JAMES B. DUKE SCHOLARSHIP PROGRAM (ENDOWED). | 2022 |
| Duke University Health System | Durham, NC | $6,750,000 | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING... | 2023 |
| Duke University | Durham, NC | $6,750,000 | TO CONTINUE TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING... | 2023 |
| Blue Meridian Partners Inc | New York, NY | $6,663,687 | TO SUPPORT SCALING OF EFFECTIVE SOLUTIONS FOR YOUNG PEOPLE AND FAMILIES IN POVERTY. | 2022 |
| Duke University | Durham, NC | $6,210,000 | TO COMMEMORATE THE DUKE ENDOWMENT'S AND DUKE UNIVERSITY'S SHARED CENTENNIAL (EXPENDABLE). | 2023 |
| Davidson College | Davidson, NC | $5,367,163 | TO STRENGTHEN THE JAMES B. DUKE SCHOLARSHIP PROGRAM (ENDOWED). | 2023 |
| Furman University | Greenville, SC | $5,000,000 | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL, UNRESTRICTED OPERATING SUPPORT DUE TO FINANCIAL HARDSHIP. | 2023 |
| Davidson College | Davidson, NC | $5,000,000 | TO COMMEMORATE THE DUKE ENDOWMENTS CENTENNIAL AND EXPAND STUDENT ACCESS AND EXPERIENTIAL LEARNING. | 2022 |
| Furman University | Greenville, SC | $5,000,000 | TO PROVIDE ADDITIONAL ENDOWMENT FUNDS TO THE JAMES B. DUKE SCHOLARSHIP. | 2022 |
| Ready for School Ready for Life | Greensboro, NC | $4,853,316 | TO SUPPORT THE PRENATAL TO AGE-3 EVIDENCE-BASED PROGRAMS IN GUILFORD COUNTY. | 2023 |
| Ready for School Ready for Life | Greensboro, NC | $4,779,202 | TO SUPPORT IMPLEMENTATION OF THE GET READY GUILFORD INITIATIVE. | 2020 |
| Duke University School of Medicine | Durham, NC | $4,375,000 | TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE... | 2020 |
| Duke University | Durham, NC | $4,375,000 | TO STRENGTHEN DUKES CAPACITY AND REPUTATION IN THE SCIENCES BY RECRUITING AND RETAINING OUTSTANDING FACULTY FOR THE... | 2020 |