Civic Intelligence

The Duke Endowment

990T • Fiscal year 2023 • EIN 56-0529965

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile

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800 East Morehead StreetCharlotte, NC 28202

(704) 376-0291

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0B$3.0B$2.0B$1.0B$0Assets 2011: $2,494,122,798Liabilities 2011: $163,177,8652011Assets 2012: $2,417,479,855Liabilities 2012: $94,912,8132012Assets 2013: $2,565,370,653Liabilities 2013: $134,881,9092013Assets 2014: $2,659,102,332Liabilities 2014: $68,128,7772014Assets 2015: $2,688,997,387Liabilities 2015: $76,656,9702015Assets 2019: $2,808,215,541Liabilities 2019: $94,221,260Net Assets 2019: $2,713,994,2812019Assets 2020: $2,769,856,640Liabilities 2020: $122,995,269Net Assets 2020: $2,646,861,3712020Assets 2021: $3,374,460,396Liabilities 2021: $137,419,525Net Assets 2021: $3,237,040,8712021Assets 2022: $3,619,520,233Liabilities 2022: $98,584,006Net Assets 2022: $3,520,936,2272022Assets 2023: $3,502,993,986Liabilities 2023: $116,726,315Net Assets 2023: $3,386,267,6712023Assets 2024: $3,567,263,777Liabilities 2024: $91,347,894Net Assets 2024: $3,475,915,8832024

Latest loaded filing

2024

Assets$3,567,263,777
Liabilities$91,347,894
Net Assets$3,475,915,883
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0B$500M$0-$500MRevenue 2011: $103,029,558Expenses 2011: $141,297,682Net Income 2011: -$38,268,1242011Revenue 2012: $139,126,158Expenses 2012: $146,638,118Net Income 2012: -$7,511,9602012Revenue 2013: $262,400,431Expenses 2013: $151,278,838Net Income 2013: $111,121,5932013Revenue 2014: $326,212,467Expenses 2014: $173,403,261Net Income 2014: $152,809,2062014Revenue 2015: $176,470,598Expenses 2015: $150,197,658Net Income 2015: $26,272,9402015Revenue 2019: $244,646,086Expenses 2019: $195,702,527Net Income 2019: $48,943,5592019Revenue 2020: $163,153,625Expenses 2020: $208,170,047Net Income 2020: -$45,016,4222020Revenue 2021: $832,404,504Expenses 2021: $220,201,927Net Income 2021: $612,202,5772021Revenue 2022: $497,718,591Expenses 2022: $255,056,319Net Income 2022: $242,662,2722022Revenue 2023: $142,024,971Expenses 2023: $254,434,115Net Income 2023: -$112,409,1442023Revenue 2024: $370,592,635Expenses 2024: $301,842,921Net Income 2024: $68,749,7142024

Latest loaded filing

2024

Revenue$370,592,635
Expenses$301,842,921
Net Income$68,749,714
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
The Duke Endowment
EIN
56-0529965
Phone
7043760291
Address
800 EAST MOREHEAD STREET, CHARLOTTE, NC 28202

Signing Officer

Name
Karen H Rogers
Title
CFO/treasurer
Phone
7043760291
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
1415 VANTAGE PARK DRIVE SUITE 500, CHARLOTTE, NC 28203
Preparer
Michele N Melchior
Phone
7046323500
Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990T/BooksInCareOfDetail/PersonNm0KAREN H ROGERS TREASURER
IRS990T/BooksInCareOfDetail/PhoneNum07043760291
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 EAST MOREHEAD ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
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IRS990TScheduleA/TradeOrBusinessDesc0QPI FOR INV. IN LPS
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IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
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ReturnHeader/ReturnTs02025-04-04T14:24:07-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3,567$91.3$3,476$371$302$68.7
2023Detailed filing. Detailed filing data is available for this year.$3,503$117$3,386$142$254$112
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$3,620$98.6$3,521$498$255$243
2021Detailed filing. Detailed filing data is available for this year.$3,374$137$3,237$832$220$612
2020Detailed filing. Detailed filing data is available for this year.$2,770$123$2,647$163$208$45.0
2019Detailed filing. Detailed filing data is available for this year.$2,808$94.2$2,714$245$196$48.9
2015Summary only. Only limited summary data is available for this year.$2,689$76.7$176$150$26.3
2014Summary only. Only limited summary data is available for this year.$2,659$68.1$326$173$153
2013Summary only. Only limited summary data is available for this year.$2,565$135$262$151$111
2012Summary only. Only limited summary data is available for this year.$2,417$94.9$139$147$7.51
2011Summary only. Only limited summary data is available for this year.$2,494$163$103$141$38.3