Civic Intelligence

Doris Duke Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 82-3691183

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

Organization Profile
444 Madison Avenue 10th FloorNew York, NY 10022

(908) 243-3619

Siviq Scores

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

Liabilities / Assets

24th percentile

0.09x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

1.34x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Net Margin

43rd percentile

3.2%

Higher net margin than 43% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Top Officer Pay

7th percentile

$50,000

Higher top officer pay than 7% of similar nonprofits.

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

2023 filings • $1B+ nonprofits • Source year 2023

Asset Growth

48th percentile

3.9%

Faster asset growth than 48% of similar nonprofits.

2023 filings • $1B+ nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

9.0%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • $1B+ nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,180,074,293

Up $81,433,359 (+3.9%) from 2022

Net Assets

Up

$1,978,979,175

Up $38,519,512 (+2.0%) from 2022

Liabilities

Up

$201,095,118

Up $42,913,847 (+27%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin43rd percentile

Revenue

Up

$150,483,856

Up $12,425,258 (+9.0%) from 2022

Expenses

Up

$145,673,550

Up $41,626,781 (+40%) from 2022

Net Income

Down

$4,810,306

Down $29,201,523 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$2,180,074,293
Liabilities$201,095,118
Net Assets$1,978,979,175
Open 2023 Filing

Operations Trend

Revenue Growth56th 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

2023

Revenue$150,483,856
Expenses$145,673,550
Net Income$4,810,306
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM WRIGHTDir./Chairperson-$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
DAVID S WILCOVEDirector-$50,000-$50,000
SAMSHER GILLCEO/PresidentPT$0--
PETER SIMMONSCOO/TreasurerPT$0--
ERICA DZIEDZICSecretary/CounselPT$0--
ANTHONY S FAUCIVice Chairperson-$0--
MARIE LYNN MIRANDADirector-$0--
AFSANEH BESCHLOSSDirector-$0--
CATHERINE MARRONDirector-$0--
JOHN TALTYDirector-$0--
JT BATSONDirector (As Of 01/2023)-$0--
BROOKE JONESDirector (As Of 09/2023)-$0--
Filing and Contact Details

Filer

Filer Name
Doris Duke Charitable Foundation Inc
EIN
82-3691183
Phone
9082433619
Address
444 MADISON AVENUE 10TH FLOOR, NEW YORK, NY 10022

Signing Officer

Name
Samsher S Gill
Title
President & CEO
Phone
9082433619
Signed
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Scott Thompsett
Phone
2125990100
Raw XML AppendixShowing 400 of 4,640 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32022-09-30
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0DORIS DUKE ARTIST AWARDS 2015
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1DORIS DUKE ARTIST AWARDS 2016
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2DORIS DUKE ARTIST AWARDS 2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3DORIS DUKE ARTIST AWARDS 2019
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4DORIS DUKE ARTIST AWARDS 2018
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5DORIS DUKE ARTIST AWARDS 2021, AND FUNDING FOR TWO ADDITIONAL 2020 ARTISTS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6DORIS DUKE ARTIST AWARDS 2022, AND FUNDING FOR ONE ADDITIONAL 2021 ARTIST.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7TO SUPPORT DEVELOPING THE EAST COAST INDIGENOUS LANDSCAPES PARTNERSHIP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8TO INCREASE SUPPORT FOR EACH DORIS DUKE ARTIST IN THE 10TH ANNIVERSARY CLASS AND PROVIDE 10TH ANNIVERSARY SUPPLEMENTS TO 126 PREVIOUS DORIS DUKE ARTIST AWARD RECIPIENTS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9DORIS DUKE ARTIST AWARDS 2023, AND FUNDING FOR ONE ADDITIONAL 2021 ARTIST.
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 NO FUNDS WERE EXPENDED IN 2023.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE 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/ResultsOfVerificationTxt3THE 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/ResultsOfVerificationTxt4THE 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/ResultsOfVerificationTxt5THE 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/ResultsOfVerificationTxt6THE 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/ResultsOfVerificationTxt7THE 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/ResultsOfVerificationTxt8THE 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/ResultsOfVerificationTxt9THE 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/AddressLine1Txt2444 MADISON AVENUE 10TH FLOOR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3444 MADISON AVENUE 10TH FLOOR
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5444 MADISON AVENUE 10TH FLOOR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6444 MADISON AVENUE 10TH FLOOR
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8444 MADISON AVENUE 10TH FLOOR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt9444 MADISON AVENUE 10TH FLOOR
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5NEW YORK
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd910022
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt52024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt62024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt72024-03-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt82024-08-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt92024-08-13
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART II, LINE 21
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART VIII-A-ACTIVITY DESCRIPTION: MEDICAL RESEARCH ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART VIII-A-ACTIVITY DESCRIPTION: PERFORMING ARTS ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4FORM 990-PF, PART VIII-A-ACTIVITY DESCRIPTION: CHILD WELL-BEING ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc5FORM 990-PF, PART VIII-A - ACTIVITY DESCRIPTION: ENVIRONMENT ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc6FORM 990-PF, PART VIII-A - ACTIVITY DESCRIPTION: AFRICAN HEALTH ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc7PART XII, LINE 4(C) CONDUIT ELECTION STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc8FORM 990-PF, PART XIV, GRANTS PROCESS
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 AREAS2. 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; AND4. TO AMPLIFY THE RESOURCES AND IMPACT OF FUNDER COLLABORATIVES.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1ALL 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 $3,820,177 IN DIRECT CHARITABLE EXPENDITURES FROM THE FOUR LARGEST DIRECT CHARITABLE ACTIVITIES LISTED IN PART VIII-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. TOTAL DIRECT CHARITABLE EXPENDITURES DURING 2023 TAX YEAR WERE $4,445,488. FURTHER INFORMATION ABOUT EACH INDIVIDUAL PROGRAM LISTED IN THE ATTACHED SCHEDULE IS AVAILABLE UPON REQUEST.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2ACTIVITY DESCRIPTION: MEDICAL RESEARCH ACTIVITIESTHROUGH THE MEDICAL RESEARCH PROGRAM, THE DORIS DUKE CHARITABLE FOUNDATION STRIVES TO ADVANCE THE PREVENTION, DIAGNOSIS AND TREATMENT OF HUMAN DISEASE BY STRENGTHENING AND SUPPORTING CLINICAL RESEARCH. DORIS DUKE WAS A SIGNIFICANT SUPPORTER OF MEDICAL RESEARCH, MAKING CONTRIBUTIONS TO HOSPITALS AND RESEARCH CENTERS THROUGHOUT HER LIFE. IN HER WILL, WHICH GUIDES OUR FOCUS AREAS, SHE EXPRESSED HER INTEREST IN SUPPORTING "MEDICAL RESEARCH DESIGNED TO EFFECTUATE CURES OF MAJOR DISEASES." THE FOUNDATION SUPPORTS TIMELY INITIATIVES THAT ACCELERATE THE TRANSLATION OF BIOMEDICAL DISCOVERIES, TECHNOLOGY AND MEDICAL INSIGHT INTO CLINICAL APPLICATIONS THAT EQUITABLY IMPROVE HUMAN HEALTH THROUGH TWO MAIN APPROACHES: 1. INCENTIVIZING EARLY-CAREER CREATIVITY FOR TRANSFORMATIVE HEALTH SOLUTIONS2. BUILDING A MORE EQUITABLE MEDICAL RESEARCH ENTERPRISE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3ACTIVITY DESCRIPTION: PERFORMING ARTS ACTIVITIESTHROUGH THE ARTS PROGRAM, THE DORIS DUKE CHARITABLE FOUNDATION SUPPORTS PERFORMING ARTISTS WITH THE CREATION AND PUBLIC PERFORMANCE OF THEIR WORK.IN HER WILL, WHICH GUIDES OUR FOCUS AREAS, DORIS DUKE 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 DIRECTION AND DORIS DUKE'S INTERESTS DURING HER LIFE, THE FOUNDATION FOCUSES ITS SUPPORT ON CONTEMPORARY DANCE, JAZZ AND THEATER ARTISTS, AND THE ORGANIZATIONS THAT NURTURE, PRESENT AND PRODUCE THEM.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4ACTIVITY DESCRIPTION: CHILD WELL-BEING ACTIVITIES THROUGH THE CHILD WELL-BEING PROGRAM, THE DORIS DUKE CHARITABLE FOUNDATION AIMS TO PROMOTE CHILDREN'S HEALTHY DEVELOPMENT AND PROTECT THEM FROM ABUSE AND NEGLECT. DORIS DUKE TOOK A SPECIAL INTEREST IN THE WELL-BEING OF CHILDREN AND FAMILIES, SUPPORTING COMMUNITIES, EARLY FAMILY PLANNING EFFORTS AND NEARLY 85 CHILD WELFARE ORGANIZATIONS DURING HER LIFE. IN HER WILL, WHICH GUIDES OUR FOCUS AREAS, SHE EXPRESSED HER INTEREST IN "THE PREVENTION OF CRUELTY TO CHILDREN."THE CHILD WELL-BEING PROGRAM FOCUSES ON BUILDING A PREVENTION-ORIENTED CHILD WELL-BEING SYSTEM BY UTILIZING THE FOLLOWING STRATEGIES IN A COORDINATED APPROACH: 1. BUILDING A MORE ROBUST REPERTOIRE OF PREVENTION STRATEGIES2. DEVELOPING AND DISSEMINATING KNOWLEDGE3. CREATING AN ALTERNATIVE PREVENTION SYSTEM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt5ACTIVITY DESCRIPTION: ENVIRONMENT ACTIVITIESTHROUGH THE ENVIRONMENT PROGRAM, THE DORIS DUKE CHARITABLE FOUNDATION SEEKS TO ENSURE A THRIVING, RESILIENT ENVIRONMENT FOR WILDLIFE AND PEOPLE, AND FOSTER AN INCLUSIVE, EFFECTIVE CONSERVATION MOVEMENT. DORIS 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 FOUNDATION SEEKS TO DEMONSTRATE HOW EFFECTIVE CONSERVATION CAN PROTECT AND RESTORE NATURE, HELP ADDRESS CLIMATE CHANGE AND PROMOTE A MORE EQUITABLE SOCIETY. WE SUPPORT INITIATIVES THAT INCREASE THE PACE AND SCALE OF LAND CONSERVATION AND STEWARDSHIP ACROSS THE UNITED STATES TO PROTECT BIODIVERSITY, BOLSTER THE RESILIENCE OF NATURAL AREAS AND ADVANCE CLIMATE CHANGE MITIGATION. WE ALSO FOCUS ON CONSERVATION EFFORTS THAT ADVANCE EQUITY, IN PARTICULAR FOR COMMUNITIES THAT IDENTIFY AS BLACK, INDIGENOUS AND PEOPLE OF COLOR. TO ACHIEVE THESE GOALS, THE FOUNDATION CONCENTRATES ON THREE COMPLEMENTARY AND INTERSECTING AREAS OF FOCUS.1. NATURE: LAND CONSERVATION IN AN ERA OF CLIMATE CHANGE2. CLIMATE: NATURAL CLIMATE SOLUTIONS3. EQUITY: INCLUSIVE CONSERVATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt6ACTIVITY DESCRIPTION: AFRICAN HEALTH ACTIVITIESTHE AFRICAN HEALTH INITIATIVE (AHI) IS A SPECIAL INITIATIVE LAUNCHED IN 2007 BY THE DORIS DUKE CHARITABLE FOUNDATION TO STRENGTHEN HEALTH SYSTEMS IN SUB-SAHARAN AFRICA BY SUPPORTING PARTNERSHIPS AND LARGE-SCALE MODELS OF CARE THAT LINK IMPLEMENTATION RESEARCH AND WORKFORCE TRAINING DIRECTLY TO THE DELIVERY OF INTEGRATED PRIMARY HEALTHCARE. IN THE AFRICAN HEALTH INITIATIVE'S FIRST PHASE, THE FOUNDATION AWARDED FOUR GRANTS TO PILOT A VARIETY OF HEALTH SYSTEMS STRENGTHENING INTERVENTIONS IN GHANA, MOZAMBIQUE, RWANDA, TANZANIA, AND ZAMBIA. THOUGH NOT ALL ACTIVITIES HAD THE DESIRED IMPACT, SEVERAL RESULTED IN MEASURABLE IMPROVEMENTS TO HEALTH SYSTEM PERFORMANCE. THE ENCOURAGING RESULTS PROMPTED A FOLLOW-UP PHASE, WITH THE DORIS DUKE CHARITABLE FOUNDATION SUPPORTING PARTNERSHIPS IN ETHIOPIA, GHANA, AND MOZAMBIQUE TO REPLICATE AND SCALE UP MEASURES THAT HAD PROVEN SUCCESSFUL IN THE EARLIER PHASE. MOST OF THE WORK FUNDED THROUGH THE AFRICAN HEALTH INITIATIVE ENDED IN 2023, AND THE LAST PROJECT IS SET TO CONCLUDE IN 2024. THOUGH THE FUNDING HAS COME TO AN END, THE WORK AND PARTNERSHIPS ESTABLISHED IN EACH COUNTRY WILL CONTINUE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt7STATEMENT REGARDING DORIS DUKE CHARITABLE FOUNDATION INC ELECTION TO BE TREATED AS A CONDUIT PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) AND TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), DORIS DUKE CHARITABLE FOUNDATION INC HEREBY ELECTS TO TREAT CERTAIN QUALIFYING DISTRIBUTIONS MADE DURING THE 2023 TAX YEAR AS DISTRIBUTIONS MADE OUT OF CORPUS. ELECTION AMOUNT TREATED AS MADE OUT OF CORPUS:TOTAL QUALIFYING DISTRIBUTIONS FOR 2023: $91,445,103 CURRENT YEAR DISBURSEMENTS APPLIED AGAINST 2023 DISTRIBUTABLE AMOUNT: ($88,145,103)GRANT TO AFFILIATED FOUNDATION, DORIS DUKE FOUNDATION, TREATED AS DISTRIBUTION OUT-OF-CORPUS: $3,300,000 TOTAL QUALIFYING DISTRIBUTIONS ATTRIBUTABLE TO DORIS DUKE CHARITABLE FOUNDATION INC'S GIVING TREATED AS MADE OUT OF CORPUS TO SATISFY REQUIREMENTS IMPOSED BY SECTION 170(B)(1)(F) OR 4942(G)(3): ($3,300,000)EXCESS DISTRIBUTIONS CARRYOVER FROM 2023: $0THE FOUNDATION MEETS THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTIONS 170(B)(1)(A)(VII), 170(B)(1)(F)(II) AND 4942(H)(2). THE FOUNDATION NOTES THAT:- DORIS DUKE FOUNDATION AND DORIS DUKE CHARITABLE FOUNDATION INC ARE RELATED ORGANIZATIONS. THE ELECTION REPRESENTS CONDUIT GRANTS DORIS DUKE CHARITABLE FOUNDATION INC GAVE TO DORIS DUKE FOUNDATION, WHICH DORIS DUKE FOUNDATION WILL BE RECOGNIZING AS QUALIFYING DISTRIBUTIONS ON ITS OWN TAX RETURN.- NOT LATER THAN ONE YEAR AFTER THE END OF THE TAX YEAR IN WHICH DORIS DUKE FOUNDATION RECEIVED FUNDING FROM DORIS DUKE CHARITABLE FOUNDATION INC, IT MADE A DISTRIBUTION EQUAL TO THE FULL AMOUNT OF THE CONTRIBUTION.- THE FOUNDATION HAS NO REMAINING UNDISTRIBUTABLE INCOME FOR THE 2022 AND 2023 TAX YEARS THAT WOULD PREVENT THE FOUNDATION FROM UTILIZING THE ELECTION.- THE FOUNDATION HAS MET ITS MINIMUM DISTRIBUTION REQUIREMENTS WITHOUT TAKING INTO ACCOUNT ANY OF THE AMOUNTS INTENDED TO BE USED AS A CONDUIT GRANT.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt8THE MISSION OF THE DORIS DUKE CHARITABLE FOUNDATION IS TO BUILD A MORE CREATIVE, EQUITABLE AND SUSTAINABLE FUTURE BY INVESTING IN ARTISTS AND THE PERFORMING ARTS, ENVIRONMENTAL CONSERVATION, MEDICAL RESEARCH, CHILD WELL-BEING AND GREATER MUTUAL UNDERSTANDING AMONG DIVERSE COMMUNITIES.A. NAME, ADDRESS, AND PHONE OR EMAIL ADDRESS FOR GRANT INQUIRIES:DORIS DUKE CHARITABLE FOUNDATIONWEBSITE: HTTPS://WWW.DORISDUKE.ORG/LETTERS OF INQUIRY: HTTPS://WWW.DORISDUKE.ORG/GRANTS/OUR-FUNDING-PROCESS/LOI/ OPEN COMPETITIONS: HTTPS://WWW.DORISDUKE.ORG/GRANTS/OPEN-GRANT-COMPETITIONS/ THE FOUNDATION'S PROGRAM STAFF CONDUCTS EXTENSIVE RESEARCH TO IDENTIFY GAPS OR NEEDS THAT THE FOUNDATION CAN ADDRESS IN THE FIELDS IT SUPPORTS. TYPICALLY, THIS RESEARCH LEADS TO THE DEVELOPMENT OF A GRANT INITIATIVE, WHICH SUPPORTS A SET OF RELATED GRANTS THAT ADVANCE A SPECIFIC GOAL OR OBJECTIVE. ONCE AN INITIATIVE IS DEVELOPED, GRANTS ARE AWARDED IN A VARIETY OF WAYS, INCLUDING FOUNDATION-INITIATED INVITATIONS TO APPLY, REGRANTING COMPETITIONS THAT ARE ADMINISTERED BY SERVICE ORGANIZATIONS AND COMPETITIONS THAT ARE RUN USING REQUEST-FOR-PROPOSAL PROCESSES. OCCASIONALLY, THE FOUNDATION ALSO SUPPORTS OPPORTUNISTIC GRANTS THAT ARE MORE BROADLY RELATED TO THE PROGRAMS' MISSIONS. WHILE THERE ARE SOME OVERARCHING SIMILARITIES, EACH PROGRAM APPROACHES GRANTMAKING IN A UNIQUE WAY. THE MAJORITY OF GRANTS ARE AWARDED THROUGH COMPETITIVE (REQUEST-FOR-PROPOSAL) PROCESSES OR BY INVITATION. WHILE VERY FEW GRANTS RESULT FROM UNSOLICITED LETTERS OF INQUIRY, FOUNDATION STAFF REVIEW UNSOLICITED LETTERS FROM NONPROFIT ORGANIZATIONS TO SEE IF THERE IS A POSSIBLE FIT WITH FOUNDATION PROGRAM GOALS AND STRATEGIES AND TO IDENTIFY POTENTIAL FUNDING OPPORTUNITIES. PRIOR TO SUBMITTING A LETTER OF INQUIRY, INTERESTED APPLICANTS ARE STRONGLY ENCOURAGED TO REVIEW THE FOUNDATION'S WEBSITE AND THE GRANTMAKING PROCESSES FOR THE APPROPRIATE PROGRAM TO DETERMINE THE POTENTIAL FIT OF THEIR PROJECT WITH THE PROGRAM'S STRATEGIES: PERFORMING ARTS, MEDICAL RESEARCH, ENVIRONMENT, CHILD WELL-BEING. B. FORM AND CONTENT OF APPLICATIONSUNSOLICITED LETTERS OF INQUIRY SHOULD BE SUBMITTED ELECTRONICALLY AT HTTPS://WWW.DORISDUKE.ORG/GRANTS/OUR-FUNDING-PROCESS/LOI/. THE FORM REQUESTS THE FOLLOWING INFORMATION:-NONPROFIT TAX ID (THIS IS REQUIRED TO ACCESS THE FORM)-TITLE OF THE PROPOSED PROJECT-BRIEF DESCRIPTION OF THE SPECIFIC PROJECT FOR WHICH FUNDING IS SOUGHT-REQUESTED FUNDING AMOUNT-DESCRIPTION OF HOW THE OBJECTIVES OF THE PROPOSED PROJECT RELATE TO THOSE OF THE FOUNDATION-ORGANIZATION MISSION AND STRATEGIES-A PRIMARY CONTACT FOR THE ORGANIZATION (THIS PERSON WILL RECEIVE THE FOUNDATION'S REPLY VIA EMAIL)SUPPLEMENTAL MATERIALS CANNOT BE SUBMITTED AT THIS STAGE OF THE INQUIRY PROCESS.STAFF REVIEWS OF APPLICATIONS CONSIDER THE FOLLOWING CRITERIA:-DOES THE PROJECT ADDRESS A SIGNIFICANT FUNDING GAP OR SUPPORT A CRITICAL OPPORTUNITY RELATED TO THE FOUNDATION'S MISSION?-IS THE PROJECT DESIGNED TO ACHIEVE BOTH THE OBJECTIVES OF THE APPLICANT ORGANIZATION AND THE PROGRAM GOALS OF THE FOUNDATION?-WHAT IS THE PROJECT'S POTENTIAL FOR LONG-TERM IMPACT IN TERMS OF REPLICATION, REACH, VISIBILITY OR CHANGES IN THE FIELD?-DOES THE APPLICANT ORGANIZATION HAVE THE CAPACITY TO EFFECTIVELY EXECUTE THE PROJECT?-WHAT OPPORTUNITY EXISTS TO LEVERAGE ADDITIONAL RESOURCES AS A RESULT OF DDCF FUNDING?REQUESTS FOR PROPOSALS FOR COMPETITIVE FUNDING AND RE-GRANTING PROGRAMS CAN BE FOUND ON THE FOUNDATION'S WEBSITE: HTTPS://WWW.DORISDUKE.ORG/GRANTS/OPEN-GRANT-COMPETITIONS/. THE CONTENT OR FORMAT OF APPLICATION VARIES ACCORDING TO THE FUNDING PROGRAM.C. SUBMISSION DEADLINES: UNSOLICITED LETTERS OF INQUIRY ARE ACCEPTED AT ANY TIME DURING THE YEAR. DEADLINES FOR OPEN COMPETITIONS VARY BY PROGRAM. D. RESTRICTIONS OR LIMITATIONS ON AWARDS, SUCH AS BY GEOGRAPHIC AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS, OR OTHER FACTORSONLY LETTERS OF INQUIRY SUBMITTED BY U.S. NONPROFIT ORGANIZATIONS WILL BE REVIEWED, AS THE FOUNDATION CANNOT AWARD GRANTS
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04407848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt091445103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023477630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145673550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0124501597
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0150483856
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019853119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023477630
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031314380
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt055218
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt055218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0321566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2966241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32854033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4524294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514296851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61264057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt714171849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82740383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0321566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2966241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32854033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4524294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt514296851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61264057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt714171849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82740383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LESS 1231 GAIN FROM UBIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LESS SHORT-TERM CAPITAL GAIN FROM UBTI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LESS LONG-TERM CAPITAL LOSS FROM UBTI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FINAL YEAR TAX BASIS EXCESS CAPITAL GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SECTION 1231 GAIN FROM LPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LONG-TERM CAPITAL GAIN FROM LPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SHORT-TERM CAPITAL GAIN FROM LPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PUBLICLY TRADED ITEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ALL OTHER INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037177264
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01302047
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04810306
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt033709206
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01978979175
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01940459663
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01978979175
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0122576043
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102391020
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0122576043
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103795253
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt020185023
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01404233
IRS990PF/DistributableAmountGrp/TotalTaxAmt01404233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04192888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05597121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01404233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04192888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01404233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01404233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05597121
IRS990PF/FMVAssetsEOYAmt02180074293
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01715340
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04183132
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07622747
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033173285
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033173285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101932784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0104959646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0104959646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt040729878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0331379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0331379
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt043572643
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt053888196
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt04527151
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYAmt05475346
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYFMVAmt05475346
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt099372144
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0129394974
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01940459663
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01978979175
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt070760603
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt045557490
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt045557490
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01865013711
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01956721254
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01956721254
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt013521144
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt013628816
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0138303
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0228088
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0228088
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07915757
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033627805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt033627805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02098640934
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02180074293
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02180074293
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0158181271
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0201095118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02098640934
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02180074293
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01940459663
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01978979175
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02107517826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038249094
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02069268732
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031612767
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103795253
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02075905059
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02107517826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MORGAN STANLEY FIXED INCOME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2WESTWOOD GLOBAL INVESTMENTS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3ALBOURNE AMERICA LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4OBERWEIS ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0834002

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,180,074,293
Liabilities
$201,095,118
Net assets
$1,978,979,175
Revenue
$150,483,856
Expenses
$145,673,550
Net income
$4,810,306
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