Civic Intelligence

Duke University Special Ventures Fund Inc.

EIN 56-1465177 • 501(c)3 • Durham, NC

Pub. 78 Eligible

Profile

See schedule o for organization's mission statement.

280 S Mangum Street Suite 210Durham, NC 27701

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

139%

Higher net margin than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$241,811

Down $597 (-0.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$241,811

Down $597 (-0.2%) from 2024

Revenue

Up

$617

Up $41,943 (+101%) from 2024

Expenses

Down

$1,216

Down $14,941 (-92%) from 2024

Net Income

Up

-$599

Up $56,884 (+99%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $19,434,643Liabilities 2011: $0Net Assets 2011: $19,434,6432011Assets 2012: $14,014,160Liabilities 2012: $0Net Assets 2012: $14,014,1602012Assets 2013: $5,141,897Liabilities 2013: $0Net Assets 2013: $5,141,8972013Assets 2014: $4,227,704Liabilities 2014: $0Net Assets 2014: $4,227,7042014Assets 2015: $4,532,524Liabilities 2015: $0Net Assets 2015: $4,532,5242015Assets 2016: $2,015,174Liabilities 2016: $0Net Assets 2016: $2,015,1742016Assets 2017: $1,177,727Liabilities 2017: $0Net Assets 2017: $1,177,7272017Assets 2018: $1,153,454Liabilities 2018: $1,052Net Assets 2018: $1,152,4022018Assets 2019: $755,503Liabilities 2019: $0Net Assets 2019: $755,5032019Assets 2020: $603,738Liabilities 2020: $23,000Net Assets 2020: $580,7382020Assets 2021: $968,125Liabilities 2021: $0Net Assets 2021: $968,1252021Assets 2022: $665,908Liabilities 2022: $0Net Assets 2022: $665,9082022Assets 2023: $299,892Liabilities 2023: $0Net Assets 2023: $299,8922023Assets 2024: $242,408Liabilities 2024: $0Net Assets 2024: $242,4082024Assets 2025: $241,811Liabilities 2025: $0Net Assets 2025: $241,8112025

Highlighted filing

2025

Assets$241,811
Liabilities$0
Net Assets$241,811

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10M-$20MRevenue 2011: $3,621,887Expenses 2011: $20,647,476Net Income 2011: -$17,025,5892011Revenue 2012: $8,382,674Expenses 2012: $11,886,386Net Income 2012: -$3,503,7122012Revenue 2013: $583,211Expenses 2013: $10,560,714Net Income 2013: -$9,977,5032013Revenue 2014: $750,285Expenses 2014: $1,363,797Net Income 2014: -$613,5122014Revenue 2015: $405,960Expenses 2015: $193,361Net Income 2015: $212,5992015Revenue 2016: $1,263,055Expenses 2016: $3,877,928Net Income 2016: -$2,614,8732016Revenue 2017: -$687,038Expenses 2017: $110,173Net Income 2017: -$797,2112017Revenue 2018: -$5,249Expenses 2018: $111,133Net Income 2018: -$116,3822018Revenue 2019: -$242,059Expenses 2019: $336,826Net Income 2019: -$578,8852019Revenue 2020: $159,443Expenses 2020: $402,117Net Income 2020: -$242,6742020Revenue 2021: $44,266Expenses 2021: $5,819Net Income 2021: $38,4472021Revenue 2022: $114,883Expenses 2022: $417,100Net Income 2022: -$302,2172022Revenue 2023: -$342,421Expenses 2023: $18,265Net Income 2023: -$360,6862023Revenue 2024: -$41,326Expenses 2024: $16,157Net Income 2024: -$57,4832024Revenue 2025: $617Expenses 2025: $1,216Net Income 2025: -$5992025

Highlighted filing

2025

Revenue$617
Expenses$1,216
Net Income-$599

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.04$0.02$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.34$0.02$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.11$0.42$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.01$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$0.16$0.40$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.24$0.34$0.58
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.01$0.11$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.69$0.11$0.80
2016Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$1.26$3.88$2.61
2015Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$0.41$0.19$0.21
2014Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.75$1.36$0.61
2013Summary only. Only limited summary data is available for this year.$5.14$0.00$5.14$0.58$10.6$9.98
2012Summary only. Only limited summary data is available for this year.$14.0$0.00$14.0$8.38$11.9$3.50
2011Summary only. Only limited summary data is available for this year.$19.4$0.00$19.4$3.62$20.6$17.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 10, 2026
Return Version
2024v5.5
Gross Receipts
$617
Mission and Program Overview

Mission

See schedule o for organization's mission statement.

Duke university special ventures fund, inc. Was formed to own andinvest assets exclusively for the benefit of duke university and tosupport its exempt purposes.

Program Services

DescriptionGrantsExpenses
DUKE UNIVERSITY SPECIAL VENTURES FUND, INC. WAS FORMED TO SUPPORT THE EXEMPT PURPOSES OF DUKE UNIVERSITY. A PORTION OF THE EXPENSES INCURRED ARE RELATED TO MANAGEMENT OF ASSETS MAINTAINED FOR THE SUPPORT OF DUKE UNIVERSITY.$0$1,216
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEAL F TRIPLETTDirector/President-$0--
JANNINE M LALLDirector/Treasurer-$0--
ROBERT MCGRAILDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Duke University Special Ventures
EIN
56-1465177
Phone
9196686829
Address
280 S MANGUM STREET SUITE 210, DURHAM, NC 27701

Signing Officer

Name
Jannine M Lall
Title
Treasurer
Phone
9196686829
Signed
2026-04-10
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 617.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: partnership deductions. Amount: 1,216.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: rounding adjustment. Amount: 2.

FORM 990-EZ, SECTION G, METHOD OF ACCOUNTING:

Duke university special ventures fund, inc. Utilizes the accrual accounting method in accordance with gaap for all items other than reporting of its partnership investments. Partnership investments are reported on a tax basis.

Raw XML Appendix141 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 617.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PARTNERSHIP DEDUCTIONS. AMOUNT: 1,216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ROUNDING ADJUSTMENT. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUKE UNIVERSITY SPECIAL VENTURES FUND, INC. UTILIZES THE ACCRUAL ACCOUNTING METHOD IN ACCORDANCE WITH GAAP FOR ALL ITEMS OTHER THAN REPORTING OF ITS PARTNERSHIP INVESTMENTS. PARTNERSHIP INVESTMENTS ARE REPORTED ON A TAX BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, SECTION G, METHOD OF ACCOUNTING:
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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