Civic Intelligence

Doris Duke Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 82-3691183

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
650 Fifth Avenue 19th FloorNew York, NY 10019

(908) 243-3619

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.07x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

1.34x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

55th percentile

9.4%

Higher net margin than 55% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

6th percentile

$50,000

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

19%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,418,804,763

Up $488,334,683 (+25%) from 2019

Net Assets

Up

$2,238,845,427

Up $382,962,703 (+21%) from 2019

Liabilities

Up

$179,959,336

Up $105,371,980 (+141%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin55th percentile

Revenue

Up

$134,319,451

Up $20,970,043 (+19%) from 2019

Expenses

Up

$121,634,947

Up $15,529,622 (+15%) from 2019

Net Income

Up

$12,684,504

Up $5,440,421 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$3.0B$2.0B$1.0B$0Assets 2019: $1,930,470,080Liabilities 2019: $74,587,356Net Assets 2019: $1,855,882,7242019Assets 2020: $2,418,804,763Liabilities 2020: $179,959,336Net Assets 2020: $2,238,845,4272020Assets 2021: $2,668,517,046Liabilities 2021: $188,405,005Net Assets 2021: $2,480,112,0412021Assets 2022: $2,098,640,934Liabilities 2022: $158,181,271Net Assets 2022: $1,940,459,6632022Assets 2023: $2,180,074,293Liabilities 2023: $201,095,118Net Assets 2023: $1,978,979,1752023Assets 2024: $2,220,057,787Liabilities 2024: $170,506,581Net Assets 2024: $2,049,551,2062024

Highlighted filing

2020

Assets$2,418,804,763
Liabilities$179,959,336
Net Assets$2,238,845,427
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$300M$200M$100M$0-$100MRevenue 2019: $113,349,408Expenses 2019: $106,105,325Net Income 2019: $7,244,0832019Revenue 2020: $134,319,451Expenses 2020: $121,634,947Net Income 2020: $12,684,5042020Revenue 2021: $296,413,800Expenses 2021: $167,018,945Net Income 2021: $129,394,8552021Revenue 2022: $138,058,598Expenses 2022: $104,046,769Net Income 2022: $34,011,8292022Revenue 2023: $150,483,856Expenses 2023: $145,673,550Net Income 2023: $4,810,3062023Revenue 2024: $101,724,041Expenses 2024: $121,588,564Net Income 2024: -$19,864,5232024

Highlighted filing

2020

Revenue$134,319,451
Expenses$121,634,947
Net Income$12,684,504
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM WRIGHTDir./Chairperson-$50,000-$50,000
ANGELA MWANZADirector-$50,000-$50,000
VISHAKHA N DESAIDirector-$50,000-$50,000
NANNERL O KEOHANEDirector-$50,000-$50,000
MARY SCHMIDT CAMPBELLDirector-$50,000-$50,000
EDWARD P HENRYCEO/PresidentPT$0--
PETER SIMMONSCOO/TreasurerPT$0--
ERICA DZIEDZICSecretary/CounselPT$0--
ANTHONY S FAUCIVice Chairperson-$0--
MARIE LYNN MIRANDADirector-$0--
CLIVE GILLINSONDirector-$0--
AFSANEH BESCHLOSSDirector-$0--
CATHERINE MARRONDirector-$0--
JOHN TALTYDirector-$0--
DAVID S WILCOVEDirector (As Of 01/2020)-$0--
Filing and Contact Details

Filer

Filer Name
Doris Duke Charitable Foundation Inc
EIN
82-3691183
Phone
9082433619
Address
650 FIFTH AVENUE 19TH FLOOR, NEW YORK, NY 10019

Signing Officer

Name
Samsher S Gill
Title
President & CEO
Phone
9082433619
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Scott Thompsett
Phone
2125990100
Raw XML AppendixShowing 400 of 5,416 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0DUKE FARMS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1DORIS DUKE FOUNDATION FOR ISLAMIC ART
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt01/31/2020-12/31/2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt11/31/2020-12/31/2020
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12020-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0EMPLOYEE RELATED EXPENSES; GENERAL ADMIN EXPENSES; PROGRAM RELATED EXPENSES; GENERAL OPERATING EXPENSES; CAPITAL EXPENDITURES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1EMPLOYEE RELATED EXPENSES; GENERAL ADMIN EXPENSES; PROGRAM RELATED EXPENSES; GENERAL OPERATING EXPENSES; CAPITAL EXPENDITURES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0NY
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12020-12-31
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART I, LINE 17 AND PART II, LINE 21
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART I LINE 6(A) & PART IV STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4FORM 990-PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc5FORM 990-PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc6FORM 990-PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc7FORM 990-PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc8FORM 990-PF, PART XV, GRANTS PROCESS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ACTIVITY DESCRIPTION: ENVIRONMENT ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1ACTIVITY DESCRIPTION MEDICAL RESEARCH ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2ACTIVITY DESCRIPTION AFRICAN HEALTH ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3ACTIVITY DESCRIPTION CHILD WELL-BEING ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt4ACTIVITY DESCRIPTION: PERFORMING ARTS ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ON JULY 28, 2020, DDCF ISSUED A $100 MILLION TAXABLE BOND (SERIES 2020) TO ENABLE GRANT-MAKING TO STABILIZE AND SUSTAIN A NONPROFIT SECTOR FACING DEVASTATING ECONOMIC IMPACTS DUE TO COVID-19 AND AN UNPRECEDENTED DEMAND FOR ITS SERVICES MAGNIFIED BY RACIAL INJUSTICE. THE SERIES 2020 BONDS, UNDERWRITTEN BY MORGAN STANLEY, BEAR AN INTEREST RATE OF 2.345% WITH A MATURITY DATE OF JULY 1, 2050. THE SERIES 2020 BONDS WERE ISSUED AT A DISCOUNT OF $225,000. THE BOND DISCOUNT IS BEING AMORTIZED USING THE STRAIGHT LINE METHOD OVER THE TERM OF THE BONDS. IN JULY 2020, IN THE MIDST OF A GLOBAL PANDEMIC WITH DEVASTATING ECONOMIC AND SOCIAL CONSEQUENCES, THE DORIS DUKE CHARITABLE FOUNDATION ANNOUNCED A SOCIAL BOND OFFERING TO APPLY $100 MILLION TO STRENGTHEN THE SECTORS THAT DDCF FUNDS. THE FOUNDATION BELIEVES THAT THE NONPROFIT SECTOR HAS BEEN SEVERELY HARMED BY THE COVID-19 PANDEMIC AND ITS ECONOMIC FALLOUT, AND THAT NONPROFIT ORGANIZATIONS WILL REQUIRE SUBSTANTIAL ADDITIONAL FINANCIAL RESOURCES TO CONTINUE TO CARRY OUT THEIR CHARITABLE MISSIONS. IN RESPONSE, THE FOUNDATION SEEKS TO SUBSTANTIALLY INCREASE ITS GRANTMAKING IN THE COMING YEARS TO MAKE GRANTS DIRECTED AT BUILDING RESILIENCE IN THE NONPROFIT SECTOR AND STABILIZING AND STRENGTHENING KEY NONPROFIT ORGANIZATIONS (THE "SPECIAL ALLOCATION GRANTS"). THE SPECIAL ALLOCATION GRANTS WILL BE MADE IN ADDITION TO THE FOUNDATION'S NORMAL GRANTMAKING. THE NET PROCEEDS OF THE BONDS ARE EXPECTED TO BE USED TO PROVIDE GRANT FUNDING FOR SPECIAL ALLOCATION GRANTS. THESE WILL BE GRANTS OVER AND ABOVE THE FOUNDATION'S NORMAL GRANTMAKING TO ORGANIZATIONS, PROJECTS, AND PROGRAMS MEETING THE FOUNDATION'S GRANTMAKING EVALUATION CRITERIA OR AS INVESTMENTS CONSISTENT WITH ITS PROGRAM-RELATED INVESTMENT ("PRI") PROCESS. THE FOUNDATION'S TARGET POPULATION OF EXISTING AND PROSPECTIVE GRANTEE AND PRI PARTNERS ARE LARGELY DEPENDENT ON PHILANTHROPIC FUNDING AND THUS ARE PARTICULARLY VULNERABLE TO OPERATIONAL, EMPLOYMENT, AND MISSION DISRUPTION AS A RESULT OF THE WIDER ECONOMIC SLOWDOWN CAUSED BY COVID-19 CONTROL MEASURES. THE FOUNDATION WILL HAVE BROAD DISCRETION AS TO ITS USE OF THE PROCEEDS OF THE BONDS, PROVIDED THAT SUCH USE IS IN COMPLIANCE WITH THE FOUNDATION'S TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE CODE AND THE FOUNDATION'S CLASSIFICATION AS A PRIVATE FOUNDATION. SPECIAL ALLOCATION GRANT CANDIDATES ARE TO BE SCREENED AS PART OF THE FOUNDATION'S APPLICATION PROCESS TO ENSURE CONSISTENCY WITH THE FOUNDATION'S PROGRAM AREAS THAT SUPPORT THE PERFORMING ARTS, ENVIRONMENTAL CONSERVATION, MEDICAL RESEARCH AND CHILD WELL-BEING, AND THE PRESERVATION OF THE CULTURAL AND ENVIRONMENTAL LEGACY OF DORIS DUKE'S PROPERTIES WITH A FOCUS ON TARGET POPULATIONS IMPACTED BY INEQUALITY. THE FOUNDATION HAS FOUR PRIMARY PURPOSES FOR THESE SPECIAL ALLOCATION GRANTS: 1. TO PROVIDE IN-YEAR AND MULTI-YEAR COMMITMENTS, PRIMARILY TO EXISTING GRANTEES WORKING IN THE FOUNDATION PROGRAM AREAS 2. TO PROVIDE IN-YEAR AND MULTI-YEAR GRANTS TO ORGANIZATIONS CAPABLE OF IMPLEMENTING STRATEGIES APPROVED BY THE FOUNDATION, INCLUDING THE ABILITY TO RE-GRANT;3. TO ADDRESS THE INEQUALITY IN THE NONPROFIT ECOSYSTEM THAT DISADVANTAGES ORGANIZATIONS LED BY, AND SERVING, UNDERREPRESENTED COMMUNITIES; AND 4. TO AMPLIFY THE RESOURCES AND IMPACT OF FUNDER COLLABORATIVES.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1SHORT TERM INVESTMENTS - $9,239 FIXED INCOME INVESTMENTS - ($15,171,387)MARKETABLE EQUITY ALTERNATIVE INVESTMENTS - $9,315,229 MARKETABLE COMMINGLED EQUITY INVESTMENTS - $12,239,374 MARKETABLE DISTRESSED/HIGH YIELD ALTERNATIVES - $18,141,979 MARKETABLE LONG/SHORT EQUITY ALTERNATIVES - $8,917,294 MARKETABLE MULTI-STRATEGY ALTERNATIVES - $15,457,231 NON-EXCHANGE TRADED BUYOUT/GROWTH FUNDS - $9,225,976 NON-EXCHANGE TRADED DISTRESSED FUNDS - $113,526 NON-EXCHANGE TRADED FUND OF FUNDS - $6,993,890 NON-EXCHANGE TRADED REAL ASSETS - $5,327,338 NON-EXCHANGE TRADED VENTURE CAPITAL FUNDS - $55,615,108 ALLOCATION TO DORIS DUKE FOUNDATION (DDF) - ($268,659) CAPITAL GAINS/LOSSES PER BOOKS - PART I, LINE 6A - $125,916,138 LIMITED PARTNERSHIP INVESTMENTS - ($57,271,198) LESS: SHORT-TERM CAPITAL GAIN FROM UBTI - ($1,349,242)LESS: LONG-TERM CAPITAL GAIN FROM UBTI - ($9,761,286)LESS: 1231 GAIN FROM UBTI - ($602,521) TOTAL CAPITAL GAINS - PART I, LINE 7B - $56,931,891A DETAILED SCHEDULE OF THE FOUNDATION'S CAPITAL GAINS AND LOSSES BY SPECIFIC FUNDS HELD IS AVAILABLE ON REQUEST.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2ALL EXPENDITURES ASSOCIATED WITH THE FOUNDATION'S DIRECT CHARITABLE ACTIVITIES ARE PAID BY THE FOUNDATION'S RELATED PARTY, DORIS DUKE MANAGEMENT FOUNDATION. THESE EXPENSES ARE REIMBURSED BY THE FOUNDATION AND ARE INCLUDED AS PART OF PROGRAMMATIC AND ADMINISTRATIVE EXPENSES ON PART I, LINE 23. THE $491,775 IN DIRECT CHARITABLE EXPENDITURES LISTED IN PART IX-A REPRESENT AMOUNTS PAID BY THE DORIS DUKE CHARITABLE FOUNDATION TO SUPPORT VARIOUS MEETINGS, CONFERENCES, SEMINARS AND OTHER CLIMATE, CONSERVATION AND/OR MEDICAL RESEARCH ENDEAVORS. FURTHER INFORMATION ABOUT EACH INDIVIDUAL PROGRAM LISTED IN THE ATTACHED SCHEDULE IS AVAILABLE UPON REQUEST.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3ACTIVITY DESCRIPTION: ENVIRONMENT ACTIVITIESDORIS DUKE WAS A LIFELONG ENVIRONMENTALIST WITH A KEEN INTEREST IN CONSERVATION. IN HER WILL, SHE EXPRESSED HER INTEREST IN "THE PRESERVATION OF WILDLIFE, BOTH FLORA AND FAUNA AND IN SUPPORTING "ECOLOGICAL ENDEAVORS."THE MISSION OF THE ENVIRONMENT PROGRAM IS TO ENSURE A THRIVING, RESILIENT ENVIRONMENT FOR WILDLIFE AND PEOPLE, AND FOSTER AN INCLUSIVE, EFFECTIVE CONSERVATION MOVEMENT. IT SUPPORTS ENVIRONMENTAL INITIATIVES ACROSS THE NATION, AND STRIVES TO ACCOMPLISH ITS MISSION THROUGH THE FOLLOWING STRATEGIES:1. ACCELERATING LAND CONSERVATION IN AN ERA OF CLIMATE CHANGE THROUGH THE SUPPORT OF THREE CRITICAL LAND CONSERVATION ACTIVITIES: IDENTIFYING RESILIENT LANDSCAPES, PROTECTING RESILIENT LANDSCAPES, AND MANAGING, RESTORING AND ADAPTING CONSERVED LANDS.2. REDUCING IMPACTS ON THE LANDSCAPE FROM INCREASED ENERGY DEVELOPMENT AND ENERGY DEMAND THROUGH GRANTS TO PROMOTE LOW-IMPACT RENEWABLE ENERGY DEVELOPMENT, MINIMIZE IMPACTS OF INAPPROPRIATE BIOENERGY SOLUTIONS AND ADVANCE EQUITABLE URBAN FORESTRY.3. STRENGTHENING THE CONSERVATION FIELD THROUGH SUPPORT OF PROGRAMS THAT INCREASE DIVERSITY AND INCLUSION IN THE CONSERVATION WORKFORCE, GROW PUBLIC CONSERVATION FUNDING, BUILD THE CAPACITY OF THE LAND TRUST COMMUNITY AND FOSTER A COLLABORATIVE LANDSCAPE CONSERVATION COMMUNITY.4. ENCOURAGING ENVIRONMENTAL STEWARDSHIP IN THE TRI-STATE AREA BY SUPPORTING PROJECTS AND POLICIES THAT IMPROVE THE NATURAL ENVIRONMENT OF NEW YORK CITY AND THE DEVELOPMENT OF A SUSTAINABLE AGRICULTURE SYSTEM IN THE TRI-STATE AREA.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4DORIS DUKE WAS A SIGNIFICANT SUPPORTER OF MEDICAL RESEARCH, MAKING CONTRIBUTIONS TO HOSPITALS AND RESEARCH CENTERS THROUGHOUT HER LIFE. IN HER WILL, SHE EXPRESSED HER INTEREST IN SUPPORTING "MEDICAL RESEARCH DESIGNED TO EFFECTUATE CURES OF MAJOR DISEASES." THE MISSION OF THE MEDICAL RESEARCH PROGRAM IS TO ADVANCE THE PREVENTION, DIAGNOSIS AND TREATMENT OF HUMAN DISEASE BY STRENGTHENING AND SUPPORTING CLINICAL RESEARCH. THE MEDICAL RESEARCH PROGRAM STRIVES TO ACCOMPLISH ITS MISSION THROUGH THE FOLLOWING STRATEGIES: 1. ENCOURAGING AND DEVELOPING CLINICAL RESEARCH CAREERS THAT BUILD THE CLINICAL RESEARCH CAREER LADDER BY SUPPORTING PHYSICIAN SCIENTISTS IN THE UNITED STATES AT DIFFERENT STAGES OF THEIR CAREER. 2. ADVANCING BIOMEDICAL RESEARCH AND INNOVATION THROUGH THE SUPPORT OF INNOVATIVE APPROACHES TO CLINICAL RESEARCH IN TARGETED DISEASE AREAS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt5THE FOUNDATION SEEKS TO CATALYZE SIGNIFICANT ADVANCES IN STRENGTHENING HEALTH SYSTEMS IN SUB-SAHARAN AFRICA THROUGH A SPECIAL GRANTMAKING INITIATIVE SPANNING FROM 2008 - 2023. THE AFRICAN HEALTH INITIATIVE (AHI) SUPPORTS PARTNERSHIPS BASED AT U.S. INSTITUTIONS THAT DESIGN, IMPLEMENT AND EVALUATE LARGE-SCALE MODELS OF CARE THAT LINK IMPLEMENTATION RESEARCH AND WORKFORCE TRAINING DIRECTLY TO THE DELIVERY OF PRIMARY HEALTHCARE IN SUB- SAHARAN AFRICA.NOW IN ITS SECOND PHASE, THE AFRICAN HEALTH INITIATIVE IS CURRENTLY SUPPORTING THREE PROGRAMS:1. THE GHANA COMMUNITY-BASED HEALTH PLANNING AND SERVICES (CHPS+) PROGRAM EXPANDS THE WORK SUPPORTED THROUGH AHI PHASE 1 FROM THREE PILOT DISTRICTS TO THREE REGIONS AND INCLUDES TRAINING IN DISTRICT AND FACILITY HEALTH SYSTEMS LEADERSHIP AND MANAGEMENT; ROUTINE USE OF DATA FOR DECISION- MAKING; AND THE USE OF IMPLEMENTATION SCIENCE TO IMPROVE THE QUALITY OF HEALTH SERVICE DELIVERY.2. THE MOZAMBIQUE INTEGRATED DATA AND EVIDENCE ACTION (IDEA) PROGRAM IS BASED IN TWO PROVINCES AND SUPPORTS RESEARCH THAT BOTH IMPROVES IMPLEMENTATION OF NATIONAL HEALTH POLICY AND INCREASES THE CAPACITY OF DISTRICT AND FACILITY MANAGEMENT TO BETTER USE DATA FOR DECISION-MAKING AND IMPROVED SERVICE DELIVERY.3. THE ETHIOPIA DATA USE PARTNERSHIP (DUP) IMPROVES THE COLLECTION AND USE OF HIGH-QUALITY ROUTINE HEALTH INFORMATION AT ALL LEVELS OF THE HEALTH SYSTEM, INCLUDING THE ROLLOUT OF A NEW ELECTRONIC HEALTH SYSTEM, TO IMPROVE THE QUALITY AND AVAILABILITY OF PRIMARY HEALTHCARE AND NUTRITION SERVICES IN THE FOUR MOST POPULOUS REGIONS IN ETHIOPIA.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt6DORIS DUKE TOOK A SPECIAL INTEREST IN THE WELL-BEING OF CHILDREN, SUPPORTING NEARLY 85 CHILD WELFARE ORGANIZATIONS DURING HER LIFE. HER SUPPORT INCLUDED CONTRIBUTIONS TO ORPHANAGES, CAMPS, MENTORSHIP PROGRAMS, LITTLE LEAGUE TEAMS, HOSPITALS, AND BOYS AND GIRLS CLUBS. IN HER WILL, DORIS DUKE EXPRESSED HER INTEREST IN "THE PREVENTION OF CRUELTY TO CHILDREN."THE MISSION OF THE CHILD WELL-BEING PROGRAM IS TO PROMOTE CHILDREN'S HEALTHY DEVELOPMENT AND PROTECT THEM FROM ABUSE AND NEGLECT. TO ACCOMPLISH THIS MISSION, THE PROGRAM FAVORS A PUBLIC HEALTH APPROACH AND IS ESPECIALLY INTERESTED IN PLACE-BASED, CROSS-SECTOR APPROACHES THAT SEEK TO ENGAGE A RANGE OF PARTICIPANTS FROM VARIOUS DISCIPLINES TO ENSURE THAT FAMILY WELL-BEING IS SUPPORTED BY STRONG COMMUNITIES. IT USES THE FOLLOWING STRATEGIES TO DO SO:1. SUPPORTING PLACE-BASED APPROACHES TO IMPROVING WELL-BEING BY INVESTING IN COORDINATED, RESIDENT-INFORMED, NEIGHBORHOOD-LEVEL EFFORTS THAT AIM TO MAKE MEASURABLE IMPROVEMENTS IN THE HEALTH AND WELL-BEING OF CHILDREN AND FAMILIES.2. STRENGTHENING & COORDINATING SERVICE SYSTEMS BY STRENGTHENING AND EXPANDING THE CAPACITY OF SOCIAL SERVICE SYSTEMS TO BECOME MORE COLLABORATIVE AND PROVIDE CULTURALLY APPROPRIATE, EVIDENCE-BASED, AND CONTEXT-SPECIFIC PREVENTION AND TREATMENT PROGRAMS FOR CHILDREN AND THEIR CAREGIVERS.3. BUILDING CAPACITY AND SHARING KNOWLEDGE BY SUPPORTING LEADERSHIP AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR VISIONARY AND EFFECTIVE LEADERS FROM MULTIPLE DISCIPLINES AND SECTORS; THE GENERATION AND USE OF RESEARCH EVIDENCE; COMMUNICATIONS AND STORYTELLING THAT AUTHENTICALLY REPRESENT THE DIVERSITY OF FAMILIES AND COMMUNITIES; AND ADVOCACY EFFORTS TO PROMOTE PROGRAMS AND POLICIES THAT ADVANCE MORE EQUITABLE OUTCOMES FOR CHILDREN AND FAMILIES.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt7DORIS DUKE, IN HER WILL, EXPRESSED AN INTEREST IN ASSISTING "ACTORS, DANCERS, SINGERS, MUSICIANS AND OTHER ARTISTS OF THE ENTERTAINMENT WORLD IN FULFILLING THEIR AMBITIONS AND PROVIDING OPPORTUNITIES FOR THE PUBLIC PRESENTATION OF THEIR ARTS AND TALENTS." GIVEN THIS GUIDANCE AND DORIS DUKE'S INTERESTS DURING HER LIFE, THE ARTS PROGRAM FOCUSES ITS SUPPORT ON CONTEMPORARY DANCE, JAZZ AND THEATER ARTISTS, AND THE ORGANIZATIONS THAT NURTURE, PRESENT AND PRODUCE THEM.THE MISSION OF THE ARTS PROGRAM IS TO SUPPORT PERFORMING ARTISTS WITH THE CREATION AND PUBLIC PERFORMANCE OF THEIR WORK. THE ARTS PROGRAM ACCOMPLISHES THIS MISSION THROUGH THE FOLLOWING STRATEGIES:1. SUPPORTING ARTISTIC CREATION AND DISSEMINATION OF NEW WORK THROUGH NATIONAL COMPETITIVE INITIATIVES, MAINLY ADMINISTERED BY INTERMEDIARY ORGANIZATIONS THAT SUPPORT THE COMMISSIONING, PRODUCTION, AND PRESENTATION OF INNOVATIVE, NEW ARTISTIC WORK IN THE FIELDS OF DANCE, JAZZ, MULTI-DISCIPLINARY PERFORMING ARTS AND THEATER. TYPICALLY, THESE RE-GRANTING PROGRAMS OFFER ADDITIONAL BENEFITS TO SUPPORTED ARTISTS, INCLUDING PROFESSIONAL DEVELOPMENT, NETWORKING OPPORTUNITIES, AND PARTICIPATION IN CONFERENCES AND OTHER MEETINGS.2. EMPOWERING, INVESTING IN AND CELEBRATING ARTISTS TO STRENGTHEN A FAIR AND SUSTAINABLE SYSTEM OF UNRESTRICTED SUPPORT TO INDIVIDUAL ARTISTS ACROSS THE COUNTRY BY OFFERING FLEXIBLE, MULTI-YEAR AND UNRESTRICTED FUNDING FOR ARTISTS IN CONTEMPORARY DANCE, THEATER, JAZZ AND RELATED INTERDISCIPLINARY WORK.3. STRENGTHENING ORGANIZATIONS THAT SERVE PERFORMING ARTISTS THROUGH GRANTS THAT SUPPORT THEIR PLANNING, CAPACITY BUILDING, SUSTAINABILITY, COMMUNITY ENGAGEMENT, TECHNICAL ASSISTANCE AND IMPLEMENTATION OF BOLD, INNOVATIVE APPROACHES ADDRESSING CURRENT ISSUES AFFECTING THE PERFORMING ARTS.4. BUILDING THE NATIONAL SECTOR BY SUPPORTING ACTIVITIES THAT STRENGTHEN ORGANIZATIONS CRITICAL TO THE HEALTH OF THE COUNTRY'S CONTEMPORARY DANCE, JAZZ, THEATER AND/OR PRESENTING FIELDS, AS WELL AS PROJECTS THAT HAVE THE POTENTIAL TO IMPROVE THE STABILITY AND VITALITY OF THOSE FIELDS NATIONALLY.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt8THE MISSION OF THE DORIS DUKE CHARITABLE FOUNDATION (DDCF) IS TO IMPROVE THE QUALITY OF PEOPLE'S LIVES THROUGH GRANTS SUPPORTING THE PERFORMING ARTS, ENVIRONMENTAL CONSERVATION, MEDICAL RESEARCH AND CHILD WELL-BEING, AND THROUGH PRESERVATION OF THE CULTURAL AND ENVIRONMENTAL LEGACY OF DORIS DUKE'S PROPERTIES. GRANT DEVELOPMENT AND APPROVALGRANTS ARE EITHER COMPETITIVELY AWARDED THROUGH REQUEST FOR PROPOSAL (RFP) PROCESSES OR ARE INITIATED BY THE DDCF STAFF. GRANTS AND PROPOSED GRANT COMPETITIONS ARE PRESENTED TO THE BOARD OF TRUSTEES AT ONE OF THE FOUR MEETINGS THAT TAKE PLACE DURING THE YEAR. ALL GRANTS MUST BE APPROVED BY THE BOARD OF TRUSTEES WITH THE EXCEPTION OF THE PROGRAM FUND, CROSS-PROGRAM FUND, TRUSTEE RECOMMENDED GRANTS, AND GRANTS SELECTED THROUGH COMPETITIVE, PEER-REVIEWED PROGRAM INITIATIVES. IN THESE CASES, THE BOARD APPROVES A TOTAL AMOUNT FOR THE PROGRAM INITIATIVE OR FUND AND DELEGATES TO DDCF'S PRESIDENT EDWARD HENRY AUTHORITY TO APPROVE GRANTS. AUTHORITY FOR PROGRAM FUND AND CROSS-PROGRAM FUND GRANTS IS SOUGHT FROM THE BOARD EACH NOVEMBER FOR THE FOLLOWING YEAR. PROGRAM FUND AND CROSS-PROGRAM FUND GRANTS MUST BE FOR PURPOSES THAT ARE IN KEEPING WITH DDCF'S MISSION; THE AMOUNT OF THESE GRANTS IS LIMITED BOTH ON A PER-GRANT BASIS ($100,000 OR LESS) AND CUMULATIVE ANNUAL BASIS FOR EACH PROGRAM (UP TO 5% OF EACH PROGRAM'S ANNUAL PAYOUT BUDGET MAY BE AWARDED AS PROGRAM FUND GRANTS). ADDITIONALLY, THE BOARD AUTHORIZED THE PRESIDENT TO APPROVE UP TO $300,000 IN PROGRAM FUND GRANTS FOR THE AFRICAN HEALTH INITIATIVE AND UP TO FIVE PERCENT OF THE CLIMATE CHANGE INITIATIVE ALLOCATION OVER FIVE YEARS (FOR BOTH, INDIVIDUAL GRANTS CAN BE UP TO $100,000 ), WITH FUNDING TO COME FROM THE INITIATIVES' ANNUAL GRANTS BUDGETS. ALL PROGRAM FUND AND CROSS-PROGRAM FUND GRANTS ARE DEVELOPED OR INVITED BY STAFF, UNDERGO ROUTINE DUE DILIGENCE REVIEW, AND ARE APPROVED BY THE PRESIDENT. CROSS-PROGRAM FUND GRANT AND PROGRAM FUND GRANTS THAT TOTAL MORE THAN $50,000 ARE DISCUSSED AT A STAFF PROGRAM REVIEW MEETING PRIOR TO APPROVAL. FINALLY, IN 2020, ELEVEN TRUSTEES RECOMMENDED GRANTS TOTALING $800,000; THE GRANT PURPOSE AND ORGANIZATIONS ARE VETTED BY STAFF AND APPROVED BY THE BOARD CHAIR PRIOR TO GRANT AWARD.GRANTS SOLICITED BY DDCF STAFFEDWARD HENRY (PRESIDENT) IS ACTIVELY INVOLVED IN THE ENTIRE GRANTS CYCLE. PRIOR TO PERFORMING ALL THE RESEARCH ON A POTENTIAL GRANTEE, THE PROGRAM DIRECTOR DISCUSSES THE ORGANIZATION OR PROPOSED PROJECT WITH MR. HENRY. BASED ON THIS DISCUSSION, THE RESEARCH WILL BEGIN OR THE PROJECT WILL BE SET ASIDE. ALL GRANT APPLICATIONS ARE SUBMITTED TO DDCF VIA ON-LINE FORMS, THE LINKS TO WHICH ARE EMAILED TO INVITED APPLICANTS. COMPLETED GRANT APPLICATIONS ARE RETRIEVED ELECTRONICALLY INTO DDCF'S GRANTS MANAGEMENT SYSTEM (WHICH CREATES RELEVANT ORGANIZATION, CONTACT, AND REQUEST RECORDS FOR EACH APPLICATION). PROGRAM STAFF THEN REVIEW THE APPLICATION TO ENSURE THAT THE ORGANIZATION MEETS DDCF REQUIREMENTS AND THAT THE PROGRAM DESCRIPTION IS IN LINE WITH DDCF'S MISSION AND PROGRAM OBJECTIVES. THE APPLICATION IS ALSO REVIEWED BY THE PROGRAM ASSOCIATE FOR GRANTS MANAGEMENT TO ENSURE THAT ALL THE PROPER DOCUMENTATION HAS BEEN RECEIVED AND THE ORGANIZATION IS A QUALIFIED NOT-FOR-PROFIT. ONCE THE SUBMITTED APPLICATION HAS BEEN REVIEWED, THE PROGRAM DIRECTOR COMPILES A DOCKET FOR PRESENTATION TO THE BOARD OF DIRECTORS THAT DESCRIBES THE POTENTIAL GRANTEE ORGANIZATION AND ITS PROPOSED USE OF FUNDS. PRIOR TO THE BOARD MEETING, THE PROGRAM DIRECTOR PRESENTS THE INFORMATION TO SENIOR MANAGEMENT AND PROGRAM STAFF AT A PROGRAM REVIEW SESSION AND AT A "PRACTICE" SESSION FOR THE BOARD MEETING. DURING THESE MEETINGS, PARTICIPATING STAFF CRITIQUE THE WRITTEN SUMMARY AND THE PRESENTATION, AND APPROPRIATE CHANGES ARE MADE, AS NECESSARY. AT THE NEXT BOARD MEETING, THE DOCKET WILL BE PRESENTED TO THE BOARD FOR THEIR APPROVAL. THE BOARD'S DECISIONS REGARDING PROPOSED GRANTS ARE DOCUMENTED IN THE BOARD OF DIRECTOR MINUTES. AFTER A GRANT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME INVESTMENTS LESS FIXED INCOME ALLOCATED TO DDF
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038002551
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038002551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01930470080
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02418804763
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02418804763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt074587356
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01930470080
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02418804763
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01855882724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02238845427
IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01875315244
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028765326
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt094446153
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01888923055
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1THE NORTHERN TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2WESTWOOD GLOBAL INVESTMENTS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CAMBRIDGE ASSOCIATES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4CAPITAL GUARDIAN TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0378734
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1278491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2264679
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3221197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4155977
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGMT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MGMT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MGMT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MGMT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0780 THIRD AVENUE 42ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt150 LASALLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2ONE FINANCIAL CTR STE 1620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3125 HIGHT STREET OLIVER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4PO BOX 659518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0TOWER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd160675
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd202111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd302210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd478625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt026.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt114.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt102.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt132.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt141.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt450000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt550000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt650000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt950000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD P HENRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER SIMMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERICA DZIEDZIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANTHONY S FAUCI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANGELA MWANZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6VISHAKHA N DESAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MARIE LYNN MIRANDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8CLIVE GILLINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9NANNERL O KEOHANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10AFSANEH BESCHLOSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11MARY SCHMIDT CAMPBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12CATHERINE MARRON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13JOHN TALTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14DAVID S WILCOVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1COO/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/COUNSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE CHAIRPERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIR./CHAIRPERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14DIRECTOR (AS OF 01/2020)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0650 FIFTH AVENUE 19TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1650 FIFTH AVENUE 19TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2650 FIFTH AVENUE 19TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3650 FIFTH AVENUE 19TH FLOOR

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,418,804,763
Liabilities
$179,959,336
Net assets
$2,238,845,427
Revenue
$134,319,451
Expenses
$121,634,947
Net income
$12,684,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,220$171$2,050$102$122$19.9
2023Detailed filing. Detailed filing data is available for this year.$2,180$201$1,979$150$146$4.81
2022Detailed filing. Detailed filing data is available for this year.$2,099$158$1,940$138$104$34.0
2021Detailed filing. Detailed filing data is available for this year.$2,669$188$2,480$296$167$129
2020Detailed filing. Detailed filing data is available for this year.$2,419$180$2,239$134$122$12.7
2019Detailed filing. Detailed filing data is available for this year.$1,930$74.6$1,856$113$106$7.24