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The Duke Endowment

CHARLOTTE, NC EIN: 56-0529965 Website

The Duke Endowment is a private foundation established in 1924 by James Buchanan Duke, founder of the American Tobacco Company and Duke Energy. Headquartered in Charlotte, North Carolina, the organization operates as a 501(c)(3) independent foundation and is one of the nation's largest private foundations. The Endowment works to help people and strengthen communities through strategic philanthropy and grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6B

+1.8% YoY

Annual Giving

$251.2M

+12.9% YoY

Grant Count

480

+31.5% YoY

Avg Grant Size

$523K

-14.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Duke Endowment's mission is to help people and strengthen communities in North Carolina and South Carolina by nurturing children, promoting health, educating minds, and enriching spirits.

The organization focuses on four primary program areas:

Child & Family Well-Being — Ensuring all children grow up safe from maltreatment, supported by nurturing families and caring adults, enabling children in the Carolinas to live successful lives.

Health Care — Supporting communities designed to promote healthy lifestyles and enabling the health care system to engage patients and provide holistic care that meets individual needs.

Higher Education — Supporting the four institutions named in Mr. Duke's original Indenture of Trust: Davidson College, Duke University, Furman University, and Johnson C. Smith University.

Rural Church — Preserving the pivotal role churches play in rural communities by supporting clergy and congregations with tools and resources to strengthen rural areas.

The Endowment also emphasizes early childhood initiatives and responds to contemporary needs through strategic interventions.

Grantmaking

The Duke Endowment has awarded nearly $3.6 billion in grants since its inception, including over $1.5 billion to Duke University. Approximately 82 percent of total spending goes to grantmaking.

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Geographic Focus

Where this funder awards grants

The Duke Endowment's grantmaking is limited to North Carolina and South Carolina.

Grant Distribution by State

19states
+11 more states

Cities

AdvanceAhoskieAikenAlbemarleAndersonApexArlingtonAsheboroAshevilleAtlantaBakersvilleBanner ElkBarnwellBayboroBeaufortBeaufort ScBethesdaBloomingtonBoliviaBoone

Financial History

Multi-year comparison from IRS filings

Assets (2023): $3.502 billion

Assets (2022): $3.619 billion

Total Revenue (2023): $142.024 million

Total Revenue (2022): $497.718 million

Total Expenses (2023): $254.434 million

Total Expenses (2022): $255.056 million

Total Liabilities (2022): $98.6 million

The organization maintains tax-exempt status as a 501(c)(3) private foundation, with donations being tax-deductible.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$229M$458M$687M$916M20202021202220232024
Metric202420232022
Total Assets$3,567,263,777$3,502,993,986$3,619,520,233
Revenue$370,592,635$142,024,971$497,718,591
Expenses$301,842,921$254,434,115$255,056,319
Qualifying Distributions$276,183,294$245,821,364$231,629,972
Net Investment Income$280,395,231$119,075,976$413,641,371
Distributable Amount$244,585,499$241,612,984$257,696,614

Giving Over Time

Total grant dollars and number of grants per year

$0$63M$126M$188M$251M381 grants2020414 grants2021418 grants2022365 grants2023480 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BLUE MERIDIAN PARTNERS INC$2.0MAMY WELLNESS FOUNDATION$1.1MAMERICAN RED CROSS$1.0MBLUE MERIDIAN PARTNERS INC$1.0MBLUE MERIDIAN PARTNERS INC$985KAMERICAN INSTITUTES FOR …$679KATRIUM HEALTH FOUNDATION$375KBAPTIST CHILDRENS HOMES …$350KATRIUM HEALTH FOUNDATION$330KATRIUM HEALTH FOUNDATION$270K

Grant Size Distribution

250 grants across all recorded years

18<$50K38$50–100K109$100–250K62$250–500K8$500K–1M12$1–5M3$5M+

Open Grants

3 open opportunities from The Duke Endowment

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Rhett N. Mabry — President

The organization is governed by a board of trustees and employs 64 staff members.

Compensation Overview

From 2024 IRS filing

RHETT N MABRYPRESIDENT$731KKAREN H ROGERSCFO, TREASURER AND SEC.$418KSUSAN L MCCONNELLVP & DIR. OF HUMAN RESOURCES$414KWILLIAM F BACONVP & DIRECTOR OF EVALUATION$409KWILLIAM BARNET IIITRUSTEE$191KDENNIS M CAMPBELLTRUSTEE/VICE-CHAIR$191KJOHN FAV CECILTRUSTEE$191KRAVENEL B CURRY IIITRUSTEE$191KPAMELA DAVIESTRUSTEE$191KHARRIS E DELOACH JRTRUSTEE$191KALLYSON K DUNCANTRUSTEE$191KCONSTANCE F GRAYTRUSTEE (RETIRED ON 12/31/20…$191KJ TRENT JONESTRUSTEE$191KCHARLES C LUCAS IIITRUSTEE/CHAIR$191KCLARENCE G NEWSOMETRUSTEE$191KMINOR M SHAWTRUSTEE$191KJEAN G SPAULDINGTRUSTEE/VICE-CHAIR$191KJUDY WOODRUFFTRUSTEE$191KKENNETH D WEEKS JRTRUSTEE (RETIRED ON 5/31/2024)$80KCAMMIE R HAUPTFUHRERTRUSTEE (ELECTED ON 10/08/20…$48K

From 2024 filing

NameTitleHoursCompensation
WILLIAM BARNET IIITRUSTEE5.5$191,048
DENNIS M CAMPBELLTRUSTEE/VICE-CHAIR5.5$191,048
JOHN FAV CECILTRUSTEE5.5$191,048
RAVENEL B CURRY IIITRUSTEE5.5$191,048
PAMELA DAVIESTRUSTEE5.5$191,048
HARRIS E DELOACH JRTRUSTEE5.5$191,048
ALLYSON K DUNCANTRUSTEE5.5$191,048
CONSTANCE F GRAYTRUSTEE (RETIRED ON 12/31/2024)5.5$191,048
J TRENT JONESTRUSTEE5.5$191,048
CHARLES C LUCAS IIITRUSTEE/CHAIR10$191,048
CLARENCE G NEWSOMETRUSTEE5.5$191,048
MINOR M SHAWTRUSTEE5.5$191,048
JEAN G SPAULDINGTRUSTEE/VICE-CHAIR5.5$191,048
KENNETH D WEEKS JRTRUSTEE (RETIRED ON 5/31/2024)5.5$79,603
JUDY WOODRUFFTRUSTEE5.5$191,048
CAMMIE R HAUPTFUHRERTRUSTEE (ELECTED ON 10/08/2024)5.5$47,762
WILLIAM F BACONVP & DIRECTOR OF EVALUATION40$408,782
RHETT N MABRYPRESIDENT40$731,243
SUSAN L MCCONNELLVP & DIR. OF HUMAN RESOURCES40$414,010
KAREN H ROGERSCFO, TREASURER AND SEC.40$417,566
SEE STMT 19 PART VII EXPLANATIONN/A

Recent News & Activity

Recent developments and announcements

The Duke Endowment announced a historic $5 billion in upcoming grants on its centennial anniversary, to be distributed over the next 15 years across North Carolina and South Carolina.

Duke Endowment announces historic $5 billion in upcoming grants on centennial\

Recent major grants to Duke University include:

$30 million to elevate computing and artificial intelligence at Duke

New $30 million award from The Duke Endowment to elevate computing and A.I.

$10.5 million to fund groundbreaking child and family policy research

An Award to Fund Groundbreaking Child and Family Policy Research | Duke Today

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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