Liabilities / Assets
4th percentile
Higher debt load relative to assets than 4% of similar nonprofits.
990 • Fiscal year 2014 • EIN 56-1655039
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
4th percentile
Higher debt load relative to assets than 4% of similar nonprofits.
Liabilities / Revenue
4th percentile
Higher debt load relative to revenue than 4% of similar nonprofits.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 8.6% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$33,527,152
Up $2,906,841 (+9.5%) from 2013
Net Assets
Up$33,509,250
Up $2,917,748 (+9.5%) from 2013
Liabilities
Down$17,902
Down $10,907 (-38%) from 2013
Revenue
$4,302,180
No earlier filing loaded for comparison.
Expenses
Up$4,506,683
Up $275,870 (+6.5%) from 2013
Net Income
-$204,503
No earlier filing loaded for comparison.
Support, promote, and develop the discipline of documentary studies in connection with the academic programs at duke university.
See schedule o for organization's mission statementsupport, promote, and develop the discipline of documentary studies in connection with the academic programs at duke university.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $23,463,870 | $26,267,127 | ▲ $2,803,257 |
| Investments in Publicly Traded Securities | $4,874,802 | $4,920,140 | ▲ $45,338 |
| Land, Buildings, and Equipment, Net | $1,961,830 | $1,859,970 | ▼ $101,860 |
| Cash and Non-Interest-Bearing Accounts | $319,809 | $479,915 | ▲ $160,106 |
| Total Assets | $30,620,311 | $33,527,152 | ▲ $2,906,841 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $28,809 | $17,902 | ▼ $10,907 |
| Total Liabilities | $28,809 | $17,902 | ▼ $10,907 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $30,325,525 | $33,127,114 | ▲ $2,801,589 |
| Permanently Rstr Net Assets | $205,388 | $290,590 | ▲ $85,202 |
| Temporarily Rstr Net Assets | $60,589 | $91,546 | ▲ $30,957 |
| Total Net Assets Fund Balance | $30,591,502 | $33,509,250 | ▲ $2,917,748 |
| Total Liabilities and Net Assets / Fund Balance | $30,620,311 | $33,527,152 | ▲ $2,906,841 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,074,906 | $1,836,770 | $2,911,676 |
| Land | $590,033 | - | $590,033 |
| Equipment | $195,031 | $329,745 | $524,776 |
| Other Securities | $26,267,127 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2013 | $30,591,502 | $2,268,512 | ▲ $5,155,919 | $3,428,153 | $33,509,250 |
| 2012 | $29,387,035 | $1,899,571 | ▲ $3,535,709 | $3,205,701 | $30,591,502 |
| 2011 | $31,278,533 | $2,092,793 | ▲ $285,392 | $3,263,171 | $29,387,035 |
| 2010 | $27,376,391 | $2,025,547 | ▲ $6,102,288 | $3,096,893 | $31,278,533 |
| 2009 | $26,934,257 | $964,299 | ▲ $2,807,913 | $2,578,867 | $27,376,391 |
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| Leela Prasad | Director | - | $140,102 | $140,102 |
| William H Chafe | Director | - | $129,341 | $129,341 |
| Wesley Hogan | Director/president | PT | $104,744 | $104,744 |
| James Peacock | Director | - | $92,113 | $92,113 |
| Alan B Teasley | Director | - | $78,892 | $78,892 |
| Gail Exum | Treasurer | FT | $68,168 | $68,168 |
| Shirley Derr | Secretary | FT | $32,747 | $32,747 |
| Sarah E Rogers | Secretary | FT | $21,784 | $21,784 |
| William Joseph Mann | Director/chairman | - | $15,518 | $15,518 |
| Name | Title |
|---|---|
| Joy Kasson | Director/vice Chairman |
| Diane Britz Lotti | Director/vice President |
| Greg Britz | Vice-president |
| Barry Poss | Director |
| Dan Berman | Director |
| Dan Logan | Director |
| James S Roberts | Director |
| Lee D Baker | Director |
| Louise C Maynor | Director |
| Randall Kenan | Director |
| Sally Dalton Robinson | Director |
| Thomas S Rankin | Former Officer & Director |
| Line Item | Amount |
|---|---|
| Other Expenses | $3,995,890 |
| Salaries, Compensation, and Employee Benefits | $443,293 |
| Total Fundraising Expense | $172,614 |
| Grants and Similar Amounts Paid | $67,500 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $366,249 | $52,309 | $24,735 | $443,293 |
| Office Expenses | $216,772 | $141,652 | $1,049 | $359,473 |
| Travel | $155,049 | $18,176 | $1,548 | $174,773 |
| Depreciation Depletion | $113,504 | $59,837 | $100 | $173,441 |
| Fees for Services Other | $101,288 | $71,854 | - | $173,142 |
| All Other Expenses | $100,436 | $48,086 | $50 | $148,572 |
| Occupancy | $57,589 | $29,757 | $175 | $87,521 |
| Information Technology | $46,439 | $18,988 | $50 | $65,477 |
| Grants to Domestic Individuals | $46,500 | - | - | $46,500 |
| Other Expenses | $29,897 | $15,029 | $100 | $44,926 |
| Advertising | $24,217 | $10,327 | $1,068 | $35,612 |
| Insurance | $10,257 | $4,574 | $20 | $14,851 |
| Grants to Domestic Orgs | $13,000 | - | - | $13,000 |
| Fees for Services Accounting | $8,074 | $3,306 | $20 | $11,400 |
| Foreign Grants | $8,000 | - | - | $8,000 |
| Total Functional Expenses | $3,508,595 | $825,474 | $172,614 | $4,506,683 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $4,506,683 |
| Total Expenses per Audited Statements | $4,506,683 |
| Total Expenses per Form 990 | $4,506,683 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| 45-4065373 | - | - | General Support | $5,000 |
| 54-2100542 | - | - | General Support | $5,000 |
| 26-2468789 | - | - | General Support | $3,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Business relationships director james s. Roberts is a key employee of duke university. The following directors and officers of the center for documentary studies are also employees of duke university: lee d. Baker, william h. Chafe, w. Joseph mann, leela prasad, alan b. Teasley, wesley hogan, greg britz, james peacock, shirley derr and gail exum.”
“Powers to elect or appoint members of the governing body the members of the board of directors of the center for documentary studies shall be approved by the board of trustees of duke university. Board members may be removed without cause prior to the expiration of their terms by two-thirds vote of then-sitting board of directors (exclusive of the vote of the director in question) or by a majority vote of the board of trustees of duke university.”
“Decisions of the governing body the board of directors shall have the power to make, alter, amend and repeal the bylaws of the corporation and alter, amend, and repeal the charter of the corporation by affirmative vote of two-thirds of the directors then in office; provided, however, that no amendment may be made which would cause the organization no longer to be described as a qualifying charitable organization, and further provided that any amendment which repeals the organization's charter or which alters or removes duke university's right to approve of the election or removal of the members of the board of directors, shall be approved by the board of trustees of duke university.”
“Form 990 review process by the governing body the center for documentary studies provides the members of the governing body with a draft of form 990 for individual review. The center for documentary studies sends the final draft of the form 990 to all members for further review and comment prior to filing.”
“Conflict of interest policy compliance enforcement process the officers and the board of directors are required to disclose any conflicts annually, by completion of an annual questionnaire.”
“The center for documentary studies form 990 is available to the public on www.guidestar.org. Guidestar independently posts tax-exempt organizations' form 990's on their website, obtained from the internal revenue service.”
“The center for documentary studies' governing documents (articles of incorporation and any subsequent amendments or restatement) are available to the public on the north carolina secretary of state website. The governing documents of the organization are also available to the public upon request. The public is able to view the governing documents at 1317 pettigrew street, durham, nc 27705, or if the requesting individual is unable to travel to the organization's office, the requested information will be sent to them via u.s. Mail.”
“Investment funds duke university (and therefore the center for documentary studies) manages its investment funds in accordance with the uniform prudent management of institutional funds act of north carolina. As permitted by the act, the university (and therefore the center for documentary studies) utilizes two investment pools to invest its funds and these funds operate on a total return concept. It is, therefore, not practical to separate earnings as set forth on lines 3, 4 and 7; earnings are combined and reported on line 7d.”
“The organization did not have unrelated business gross income of $1,000 or more during the fiscal year ended june 30, 2014. Therefore, form 990-t is not required for the fiscal year ended june 30, 2014.”
“Part x - liability under fin 48 (asc 740) footnote the center for documentary studies is a tax-exempt organization as described in section 501(c)(3) of the internal revenue code of 1986, as amended (the code). As such, the center for documentary studies is exempt from federal income taxes to the extent provided under section 501 of the code. Accordingly, no provision for income taxes is made in the financial statements. The organization's form 990, return of organization exempt from income tax, for the years ending 2011, 2012, and 2013 are subject to examination by the irs, generall for three years after they were filed. As of june 30, 2014 there were no uncertain tax positions.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 28809 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 17902 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENTSUPPORT, PROMOTE, AND DEVELOP THE DISCIPLINE OF DOCUMENTARY STUDIES IN CONNECTION WITH THE ACADEMIC PROGRAMS AT DUKE UNIVERSITY. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 1068 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 10327 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 24217 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 35612 |
| IRS990/AllOtherContributionsAmt | 0 | 732659 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 50 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 48086 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 100436 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 148572 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | GREG BRITZ |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9196603656 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1317 WEST PETTIGREW STREET |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | DURHAM |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 27705 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 319809 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 479915 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 24735 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 52309 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 366249 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 443293 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1738675 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 67500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1996767 |
| IRS990/CYOtherExpensesAmt | 0 | 3995890 |
| IRS990/CYOtherRevenueAmt | 0 | -4286 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 571024 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -204503 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 443293 |
| IRS990/CYTotalExpensesAmt | 0 | 4506683 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 172614 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 4302180 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 100 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 59837 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 113504 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 173441 |
| IRS990/Desc | 0 | THE CENTER SPONSORS RESEARCH, TEACHING, AND THE DISSEMINATION OF DOCUMENTARY WORKS AT AND IN CONNECTION WITH DUKE UNIVERSITY. THROUGH DIRECT SUPPORT FOR PRODUCTION, PUBLICATION, AND EXHIBITIONS, THE CENTER SERVES TO FURTHER DEVELOP DOCUMENTARY STUDIES AS AN ACADEMIC DISCIPLINE AT DUKE UNIVERSITY. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3508595 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 20 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3306 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 8074 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 11400 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 71854 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 101288 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 173142 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignGrantsGrp/ProgramServicesAmt | 0 | 8000 |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 8000 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 50.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 17 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 18 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 19 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 20 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.40 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.80 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 36576 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 28112 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 29878 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 1268 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 13483 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 21405 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 38503 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 7146 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 93826 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 5437 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 5843 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 2767 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 55363 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LEE D BAKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAN BERMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | WILLIAM H CHAFE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WESLEY HOGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JOY KASSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | RANDALL KENAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | DAN LOGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DIANE BRITZ LOTTI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | WILLIAM JOSEPH MANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | LOUISE C MAYNOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JAMES PEACOCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | BARRY POSS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | LEELA PRASAD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | JAMES S ROBERTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | SALLY DALTON ROBINSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | ALAN B TEASLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | GREG BRITZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | SHIRLEY DERR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | GAIL EXUM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | SARAH E ROGERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | THOMAS S RANKIN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 226757 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 101229 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 74866 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 14250 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 78630 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 118697 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 333284 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 71746 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 122799 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 27310 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 62325 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 19017 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 167497 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR/PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR/VICE CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR/VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR/CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | VICE-PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | FORMER OFFICER & DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1989 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 1 |
| IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1996767 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GovernmentGrantsAmt | 0 | 108043 |
| IRS990/GrantAmt | 0 | 67500 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 46500 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 46500 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 13000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 13000 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 4302180 |
| IRS990/GrossSalesOfInventoryAmt | 0 | -4286 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartVInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 50 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 18988 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 46439 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 65477 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 20 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4574 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 10257 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 14851 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 23463870 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 26267127 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4874802 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4920140 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 2166515 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1961830 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1859970 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 4026485 |
| IRS990/LegalDomicileStateCd | 0 | NC |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | SUPPORT, PROMOTE, AND DEVELOP THE DISCIPLINE OF DOCUMENTARY STUDIES IN CONNECTION WITH THE ACADEMIC PROGRAMS AT DUKE UNIVERSITY |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 30591502 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 33509250 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1996767 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1996767 |
| IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | -4286 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | -4286 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 3122251 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 175 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 29757 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 57589 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 87521 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 1049 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 141652 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 216772 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 359473 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ASSIGNED EMPLOYEE EXP. |
| IRS990/OtherExpensesGrp/Desc | 1 | BUILDING MAINTENANCE |
| IRS990/OtherExpensesGrp/Desc | 2 | HONORARIA |
| IRS990/OtherExpensesGrp/Desc | 3 | JANITORIAL SERVICES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 143699 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 100 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 303879 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 27149 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 20551 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 15029 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 2127664 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 43791 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 39869 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 29897 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2575242 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 70940 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 60520 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 44926 |
| IRS990/OtherInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 205388 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 290590 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | GREG BRITZ |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 611710 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | CONTINUING STUDIES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PASS SALES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | TICKET SALES |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | SUBMISSION FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | RENTAL INCOME |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 15629 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 223952 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 154500 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 116667 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 47735 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 223952 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 154500 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 116667 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 47735 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 15629 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 1376096 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 74500 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1236708 |
| IRS990/PYOtherExpensesAmt | 0 | 3638073 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 533475 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1084534 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 518240 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
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