Private foundation (trust)EIN 560529965Est. 1938-05

THE DUKE ENDOWMENT

CHARLOTTE, NC 28202

Accepts unsolicited proposals

Total Assets

$4.9B

FY 2023

Annual Giving

$222.5M

FY 2023

Grants Made

365

FY 2023

Avg Grant

$609K

FY 2023

Grant Range

$5K–$21.5M

Typical

Deadlines

See statement 22

Applications

Programs & Activities

Program 1

$1.6M

Communicating the work and mission of our grantees through our website, reports, newsletters and social media efforts, informing the field about strategy and outcomes.

Program 2

$1.3M

Conducting studies/evaluations/research for various grant projects.

Program 3

$488K

Conducting educational conferences and seminars.

Program 4

$89K

Support program staff on boards and advisory committees of charitable organizations or task forces.

Financial Snapshot

2023 filing

Total Revenue

$142.0M

Total Expenses

$254.4M

Qualifying Distributions

$245.8M

Distributable Amount

$241.6M

Min. Investment Return

$242.8M

Undistributed Income

$128.7M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

365 grants

Grant sizes from minimum $5K through median $206K to maximum $21.5M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $222.5M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

500 grants

DUKE UNIVERSITY
$109.3M
41 grants
FURMAN UNIVERSITY
$37.8M
11 grants
DAVIDSON COLLEGE
$33.6M
11 grants
JOHNSON C SMITH UNIVERSITY
$23.7M
14 grants
BLUE MERIDIAN PARTNERS INC
$22.9M
4 grants
DUKE UNIVERSITY HEALTH SYSTEM
$19.2M
13 grants
DUKE DIVINITY SCHOOL
$14.5M
22 grants
READY FOR SCHOOL READY FOR LIFE
$12.6M
10 grants

Grant Size Distribution

500 grants

<$10K
1
grants
$10–50K
50
grants
$50–250K
186
grants
$250K–1M
176
grants
$1–5M
73
grants
$5M+
14
grants

Geographic Focus

12 states

North Carolina
$283.0M
72% of total
South Carolina
$78.5M
20% of total
New York
$24.7M
6% of total
Massachusetts
$4.7M
1% of total
Colorado
$1.7M
0% of total
Illinois
$709K
0% of total
New Jersey
$629K
0% of total
Georgia
$591K
0% of total
District of Columbia
$421K
0% of total
California
$130K
0% of total

+2 more states

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THE DUKE ENDOWMENT — Grants, Financials & Contact | Grantivo