The Forest At Duke Inc
The Forest At Duke Inc is a public charity based in Durham, North Carolina. It operates a continuing care retirement community and makes grants to area nonprofit organizations through its Grantee Program, which supports work intended to enrich the lives of Durham residents.
The Forest At Duke Inc at a glance
In short: The Forest At Duke Inc gave $1.3M across 48 grants in 2025 (avg $28K). 23% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,331,232
- +14.1% vs 2024
- Grants made (2025)
- 48
- +11.6% vs 2024
- Average grant
- $27,734
- +2.3% vs 2024
- Median grant
- $25,000
- Total assets
- $243,873,442
- +33.1% vs 2024
- New grantees (estimate)
- 23% first-time grantees (11 of 48, 2025)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Forest At Duke Inc
- Contact
Mailing address: 2701 Pickett Road, Durham, NC 27705
Phone: (919) 940-8000
Website: https://forestduke.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The Forest At Duke Inc
Who The Forest At Duke Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Durham Literacy Center ($60K). Together the top 10 received $530K.
Grant Size Distribution
197 grants across all recorded years
The most common grant size was under $50K: 169 grants of 197 (86%).
Geographic Focus
Where this funder awards grants
The Grantee Program’s stated geographic scope is Durham, North Carolina, and surrounding areas. The organization describes its giving as supporting area nonprofit organizations and work that enriches the lives of Durham residents.
Grant Distribution by State
States
Cities
Is The Forest At Duke Inc open to new grantees?
23%
first-time grantees, 2025
In 2025, 11 of 48 grantees (23%) were first-time recipients. First grants averaged $22K; repeat grants $29K. How we count
Medians: $17K first-time, $25K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $485K (2019) to $1.3M (2025). In 2025 it made 48 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Durham Literacy Center | Operating Support | $60,000 |
| Durham Nativity School | Operating Support | $60,000 |
| Lakewood School | Operating Support | $60,000 |
| Local Start Dental | Operating Support | $55,000 |
| Durham Tech Foundation | Operating Support | $50,000 |
| Hill Learning Center | Operating Support | $50,000 |
| Leading Age Foundation - Hurricane Helene | Operating Support | $50,000 |
| Urban Ministries of Durham | Operating Support | $50,000 |
| Cristo Rey Research Triangle | Operating Support | $47,500 |
| Meals on Wheels of Durham | Operating Support | $47,418 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $243,873,442 | $34,469,066 | $35,633,057 | $1,331,232 | 48 | $2,385,089 |
| 2024 | $183,251,223 | $31,345,461 | $33,482,737 | $1,166,309 | 43 | $2,481,184 |
| 2023 | $146,426,388 | $24,329,545 | $29,273,687 | $986,660 | 37 | $-3,504,215 |
| 2022 | $132,994,833 | $28,567,112 | $26,703,754 | $1,035,500 | 35 | $1,356,410 |
| 2021 | $134,522,484 | $26,264,359 | $25,067,982 | $835,851 | 34 | $1,052,429 |
| 2020 | $82,821,303 | $27,793,793 | $25,541,720 | $728,830 | 25 | $955,488 |
| 2019 | $82,393,788 | $26,750,803 | $24,972,196 | $485,018 | 27 | $841,955 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Forest’s mission is to provide a caring, responsible community that fosters the independence of residents of retirement age and helps them lead purposeful, active, healthy, and secure lives.
Its Grantee Program identifies schools and education, libraries, family and senior centers, and nonprofit organizations and services serving the Durham community as focus areas. Among its grantees, the Durham Literacy Center says it works to improve literacy skills for Durham County residents, while Book Harvest says it provides books and ongoing literacy support to families and children.
Grantmaking
In filing year 2025, The Forest reported 48 grants totaling $1,331,232. Grant amounts ranged from $7,500 to $60,000, with a median of $25,000. The listed grants were for operating support.
Among the largest reported grants were $60,000 each to Durham Literacy Center, Durham Nativity School, and Lakewood School; $55,000 to Local Start Dental; $50,000 each to Durham Tech Foundation, Hill Learning Center, Leading Age Foundation – Hurricane Helene, and Urban Ministries of Durham; and $47,500 to Cristo Rey Research Triangle. The Forest’s website also lists Durham Literacy Center among its 2025 Grantee Program participants.
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2025 filing are Chuck Kennedy, Chairman; Craig Lewis, Vice Chairman; and board members Bobby Kanoy, Craig Daniels, Denise Barnes, Edward Embree, James Freedman, James Hopkins, John Rasmussen, and Kimberly Rehberg.
The Forest At Duke Inc is led by Anita L Holt, President & CEO on every filing since 2019; 7 of 21 officers listed in 2025 are compensated.
Officers on the 2025 filing
Anita L Holt
President & CEO
On filings since 2019
40 hrs/week
$291K (2019) → $337K (2025)
Chuck Kennedy
Chairman
Director → Vice Chairman, 2022
Vice Chairman → Chairman, 2024
On filings since 2019
4 hrs/week
No compensation reported
Lee Ann Bailey-Clayton
Director of Health Services
Director of Health Service → Director of Health Services, 2022
On filings since 2020
40 hrs/week
$117K (2020) → $146K (2025)
Nathan Summers
Director of Community Services
Director of General Services → Director of Community Services, 2023
On filings since 2022
40 hrs/week
$100K (2022) → $140K (2025)
April Ravelli
Director of Sales & Mktg
Director of Sales & Marketing → Director of Sales & Mktg, 2025
On filings since 2023
40 hrs/week
$131K (2023) → $113K (2025)
Rashad Wilson
Director of Information Tech
New on the 2025 filing
40 hrs/week
$111K (2025)
Karen E Henry
CFO & Treasurer
On filings since 2019
40 hrs/week
$199K (2019) → $237K (2025)
Sharon Pitt
COO
On filings since 2021
40 hrs/week
$174K (2021) → $199K (2025)
Craig Daniels
Board Member
Director → Board Member, 2023
On filings since 2021
4 hrs/week
No compensation reported
Craig Lewis
Vice Chairman
Director → Board Member, 2023
Board Member → Vice Chairman, 2024
On filings since 2022
4 hrs/week
No compensation reported
Lynne Farber
Board Member
Director → Board Member, 2023
On filings since 2022
4 hrs/week
No compensation reported
Denise Barnes
Board Member
On filings since 2023
4 hrs/week
No compensation reported
Edward Embree
Board Member
On filings since 2023
4 hrs/week
No compensation reported
Kimberly Rehberg
Board Member
On filings since 2023
4 hrs/week
No compensation reported
James Freedman
Board Member
On filings since 2024
4 hrs/week
No compensation reported
Larry Moneta
Board Member
On filings since 2024
4 hrs/week
No compensation reported
Bobby Kanoy
Board Member
New on the 2025 filing
4 hrs/week
No compensation reported
James Hopkins
Board Member
New on the 2025 filing
4 hrs/week
No compensation reported
John Rasmussen
Board Member
New on the 2025 filing
4 hrs/week
No compensation reported
Sterly Wilder
Board Member
New on the 2025 filing
4 hrs/week
No compensation reported
Tracy Dell'Angela
Board Member
New on the 2025 filing
4 hrs/week
No compensation reported
Former officers (27)
- Former: George Brothers Jr. (2019–2024) — Board Member
- Former: Harvey Cohen (2019–2024) — Past Chairman
- Former: Julie Wells (2021–2024) — Board Member
- Former: Carol Carson (2022–2023) — Board Member
- Former: Theresa Thomas (2022–2023) — Director of Human Resources
- Former: Alice Sharpe (2019–2022) — Director
- Former: Chuck Wilson (2019–2022) — Secretary
- Former: Dean McCumber (2019–2022) — Director
- Former: Frances Dyer (2019–2022) — Director
- Former: Pilar Roca-Goldberg (2022) — Director
- Former: Rhodes Craver (2022) — Director
- Former: Anthony Galanos (2019–2021) — Director
- Former: Jane Brown (2019–2021) — Director
- Former: Michelle Harper (2019–2021) — Secretary
- Former: G. Rhodes Craver (2021) — Director
- Former: Kenneth Gibbs (2021) — Director
- Former: Lois Oliver (2021) — Director
- Former: Arnold Lerman (2019–2020) — Director
- Former: Casey Steinbacher (2019–2020) — Director
- Former: Mike Hill (2019–2020) — Director
- Former: Banks Anderson (2020) — Director
- Former: Ken Gibbs (2020) — Director
- Former: Allison Zollicoffer (2019) — Director
- Former: David Pottenger (2019) — Chair
- Former: Donna Cook (2019) — Director of Health Services
- Former: Heather Linton (2019) — Director
- Former: Wesley Steen (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $337K, to Anita L Holt (President, CEO). 7 officers or directors reported compensation on that filing.
Frequently asked questions about The Forest At Duke Inc
How much does The Forest At Duke Inc give each year?
The Forest At Duke Inc gave $1.3M across 48 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.2M across 43 grants.
What is The Forest At Duke Inc's typical grant size?
The Forest At Duke Inc's median grant in 2025 was $25,000, and its average grant was $27,734, across 48 grants on its 2025 IRS Form 990. Organizations receiving their first grant from The Forest At Duke Inc that year got $22K on average.
Does The Forest At Duke Inc give general operating support?
Yes: 100% of The Forest At Duke Inc's 2025 grants with a stated purpose (48 of 48) were for general or operating support, per its 2025 IRS Form 990.
Who are The Forest At Duke Inc's largest grantees?
The Forest At Duke Inc's largest 2025 grantees include Durham Literacy Center ($60,000), Durham Nativity School ($60,000) and Lakewood School ($60,000), according to its 2025 IRS Form 990. Together they received 14% of its itemized 2025 grant dollars.
How large is The Forest At Duke Inc?
The Forest At Duke Inc reported $243.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $34.5M.
What does The Forest At Duke Inc fund?
The Forest’s mission is to provide a caring, responsible community that fosters the independence of residents of retirement age and helps them lead purposeful, active, healthy, and secure lives. See mission & focus areas ↑
How do I apply for a grant from The Forest At Duke Inc?
The Forest At Duke Inc has no public application process in the sources Grantable reviewed. Check forestduke.org for current guidelines, or contact the foundation directly before submitting a request.
Where does The Forest At Duke Inc make grants?
The Grantee Program’s stated geographic scope is Durham, North Carolina, and surrounding areas. The organization describes its giving as supporting area nonprofit organizations and work that enriches the lives of Durham residents.
What is The Forest At Duke Inc's EIN?
The Forest At Duke Inc's EIN (Employer Identification Number) is 56-1630158. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS February 7, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS February 5, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 2, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 3, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
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