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DUKE UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DUKE UNIVERSITY (EIN 56-0532129)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202501359349302225
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T07:30:18-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560532129EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUKE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDUKEBusinessNameControlTxt
Phone9196842006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 W MAIN STREET STE 300AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL L SATTERFIELDPersonNm
Person TitleTREASURER/VP FINANCEPersonTitleTxt
Phone9196842006PhoneNum
Signature2025-05-07SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVINCENT E PRICEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 W MAIN STREETAddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27705ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,498,312,295GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.DUKE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1841FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTO PROVIDE A SUPERIOR LIBERAL EDUCATION, TO PREPARE FUTURE MEMBERS OF LEARNED PROFESSIONS, TO ADVANCE THE FRONTIERS OF KNOWLEDGE, AND TO HELP THOSE WHO SUFFER, CURE DISEASE, AND PROMOTE HEALTHActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee31534TotalEmployeeCnt
Total Volunteers16624TotalVolunteersCnt
Total Gross UBI$6,728,195TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$908,509NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,964,557,359PYContributionsGrantsAmt
CY Contributions Grants$1,974,843,265CYContributionsGrantsAmt
PY Program Service Revenue$1,320,374,965PYProgramServiceRevenueAmt
CY Program Service Revenue$1,388,719,243CYProgramServiceRevenueAmt
PY Investment Income$323,632,413PYInvestmentIncomeAmt
CY Investment Income$986,358,110CYInvestmentIncomeAmt
PY Other Revenue$138,632,538PYOtherRevenueAmt
CY Other Revenue$129,302,460CYOtherRevenueAmt
PY Total Revenue$3,747,197,275PYTotalRevenueAmt
CY Total Revenue$4,479,223,078CYTotalRevenueAmt
PY Grants And Similar Paid$438,172,420PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$470,027,162CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,071,953,805PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,305,819,318CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,387,210PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,522,552CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$89,592,382CYTotalFundraisingExpenseAmt
PY Other Expenses$1,328,748,376PYOtherExpensesAmt
CY Other Expenses$1,366,034,532CYOtherExpensesAmt
PY Total Expenses$3,840,261,811PYTotalExpensesAmt
CY Total Expenses$4,143,403,564CYTotalExpensesAmt
PY Revenues Less Expenses-$93,064,536PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$335,819,514CYRevenuesLessExpensesAmt
Total Assets BOY$20,396,848,043TotalAssetsBOYAmt
Total Assets EOY$21,158,472,538TotalAssetsEOYAmt
Total Liabilities BOY$4,631,285,047TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,582,462,353TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,765,562,996NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,576,010,185NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,103,603,333ExpenseAmt
Grant$411,543,467GrantAmt
Revenue$1,072,199,374RevenueAmt
DescDUKE UNIVERSITY CONFERS UNDERGRADUATE, GRADUATE, AND PROFESSIONALDEGREES TO APPROXIMATELY 6,743 STUDENTS ANNUALLYDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,237,800,555ExpenseAmt
Grant$58,483,695GrantAmt
Revenue$1,509,600,314RevenueAmt
DescDUKE UNIVERSITY ENGAGES IN WORLD-RENOWNED RESEARCH WORKSPONSORED BY NUMEROUS FEDERAL, STATE, LOCAL AGENCIES, AND PRIVATE GRANTSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$419,272,905ExpenseAmt
Revenue$214,305,194RevenueAmt
DescDUKE UNIVERSITY AUXILIARY ENTERPRISES PROVIDE SUPPORTSERVICES TO THE DUKE UNIVERSITY COMMUNITYDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,760,676,793TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document12407IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee31534EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountrySPForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryTZForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountryMAForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryCAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind1Form8899Filedind
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (1)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUKE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9196842006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 W MAIN STREET STE 300AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27705ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ADAM SILVER
TRUSTEE6.000.00Yes (X)$0$0$0
ANN PELHAM
TRUSTEE2.000.00Yes (X)$0$0$0
CARMICHAEL S ROBERTS
TRUSTEE1.001.10Yes (X)$0$0$0
DAVID S TAYLOR
TRUSTEE2.000.00Yes (X)$0$0$0
DOHA ALI
TRUSTEE2.000.00Yes (X)$0$0$0
EDDY H CUE
TRUSTEE2.000.00Yes (X)$0$0$0
EDGAR VIRGUEZ
TRUSTEE2.000.00Yes (X)$0$0$0
EDWARD A GILHULY
TRUSTEE4.000.00Yes (X)$0$0$0
GRANT H HILL
TRUSTEE2.000.00Yes (X)$0$0$0
GREGORY V PALMER
TRUSTEE2.000.00Yes (X)$0$0$0
JB PRITZKER
TRUSTEE2.000.00Yes (X)$0$0$0
JAMES C ZELTER
TRUSTEE2.000.10Yes (X)$0$0$0
JEFFREY W UBBEN
TRUSTEE4.000.00Yes (X)$0$0$0
KACIA A ANDERSON
TRUSTEE2.000.00Yes (X)$0$0$0
KAREN M KING
TRUSTEE2.000.00Yes (X)$0$0$0
KATHRYN A HOLLISTER
TRUSTEE4.000.00Yes (X)$0$0$0
L FREDERICK SUTHERLAND
TRUSTEE2.000.00Yes (X)$0$0$0
LAURENE M SPERLING
TRUSTEE6.008.10Yes (X)$0$0$0
LISA M BORDERS
TRUSTEE4.000.00Yes (X)$0$0$0
MARY T BARRA
TRUSTEE2.000.00Yes (X)$0$0$0
MICHAEL G RHODES
TRUSTEE2.000.00Yes (X)$0$0$0
MICHAEL J BINGLE
TRUSTEE2.000.00Yes (X)$0$0$0
NANCY M SCHLICHTING
TRUSTEE2.002.00Yes (X)$0$0$0
NANCY-ANN DEPARLE
TRUSTEE2.000.00Yes (X)$0$0$0
ROBERT R PENN
TRUSTEE2.000.00Yes (X)$0$0$0
SHARON MARCIL
TRUSTEE2.000.00Yes (X)$0$0$0
STEPHEN G PAGLIUCA
TRUSTEE1.000.00Yes (X)$0$0$0
THOMAS H LISTER
TRUSTEE2.006.00Yes (X)$0$0$0
TIMOTHY D COOK
TRUSTEE2.000.00Yes (X)$0$0$0
VIKAS J PATEL
TRUSTEE2.000.10Yes (X)$0$0$0
VINCENT E PRICE
PRESIDENT/TRUSTEE48.003.30Yes (X)$1,888,010$0$59,568Yes (X)
WILLIAM G KAELIN JR
TRUSTEE2.000.00Yes (X)$0$0$0
XIQING GAO
TRUSTEE2.000.00Yes (X)$0$0$0
PATRICIA RODERICK MORTON
TRUSTEE4.000.00Yes (X)$0$0$0
ALEC GALLIMORE
PROVOST50.000.30$590,015$13,375$58,837Yes (X)
DANIEL G ENNIS
EXECUTIVE VICE PRESIDENT40.000.30$1,352,969$0$74,880Yes (X)
MARGARET W EPPS
UNIVERSITY SECRETARY40.000.00$457,220$0$58,868Yes (X)
MARY E KLOTMAN MD
EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS & DEAN44.0012.20$1,372,322$0$55,122Yes (X)
PAMELA J BERNARD
VP & UNIVERSITY COUNSEL55.000.10$837,150$0$57,224Yes (X)
RACHEL SATTERFIELD
TREASURER & VP FOR FINANCE40.000.40$631,069$0$102,094Yes (X)
EVAN L JONES
INVESTMENT MANAGER40.000.00$1,662,265$0$299,768Yes (X)
GARY BENNETT
DEAN, COLLEGE OF A & S60.000.00$965,991$0$58,829Yes (X)
JAMES SCOTT GIBSON
EXEC VICE DEAN OF ADMIN, SOM55.000.40$867,451$0$68,548Yes (X)
JOHN J NOONAN
VP FOR FACILITIES40.000.00$470,987$0$67,038Yes (X)
JUSTIN B NIXON
INVESTMENT MANAGER40.000.00$1,657,940$0$312,916Yes (X)
KAVITA NAYAR
INVESTMENT MANAGER40.000.00$1,382,597$0$235,705Yes (X)
NEAL F TRIPLETT
CHIEF INVESTMENT OFFICER50.000.40$4,539,339$0$161,024Yes (X)
A EUGENE WASHINGTON MD
CHANCELLOR EMERITUS FOR HEALTH AFFAIRS33.000.10$3,135,552$0$62,149Yes (X)
ANIL MADHOK
CHIEF OPERATING OFFICER DUMAC40.000.10$1,591,560$0$296,062Yes (X)
GERALD GRANT
CHAIR OF NEUROSURGERY DEPARTMENT40.000.00$1,766,482$0$74,880Yes (X)
JONATHAN SCHEYER
COACH40.000.00$2,319,892$0$59,728Yes (X)
MICHAEL ELKO
COACH0.0040.00$3,816,742$0$82,891Yes (X)
JENNIFER FRANCIS
FORMER OFFICER40.000.00$980,832$26,750$55,506Yes (X)
MOHAMED NOOR
FORMER KEY EMPLOYEE40.000.10$672,924$0$59,225Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$32,959,309TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$40,125TotReportableCompRltdOrgAmt
Total Other Compensation$2,360,862TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6598IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FORTREA INC
PO BOX 931220ATLANTAGA31193SPONSORED RESEARCH$23,134,657
UNC-CH OFC OF SPONSORED RESEARCH
FRANKLIN STCHAPEL HILLNC27599SPONSORED RESEARCH$19,229,314
ALLEGIS GROUP HOLDING INC
3689 COLLECTION CTR DRCHICAGOIL60693TEMPORARY SERVICES$16,736,417
GALLAGHER AFFINITY INSURANCE SERVICE
PO BOX 74715CHICAGOIL60694INSURANCE SERVICES$16,698,862
LECHASE CONSTRUCTION SERVICES LLC
320 RONEY ST STE 100DURHAMNC27701CONSTRUCTION SERVICES$15,589,872
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K862CntrctRcvdGreaterThan100KCnt
Fundraising$3,013,796FundraisingAmt
Related Organizations$85,452,643RelatedOrganizationsAmt
Government Grants$1,095,593,394GovernmentGrantsAmt
All Other Contributions$790,783,432AllOtherContributionsAmt
Noncash Contributions$56,866,985NoncashContributionsAmt
Total Contributions$1,974,843,265TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611600$1,019,328,897$1,019,328,897
ANCILLARY STUDENT SVCS611600$214,305,194$214,305,194
CONTINUING EDUCATION611600$45,466,322$45,466,322
CONFERENCE FEES611600$7,404,155$7,404,155
ACADEMIC MED. RESEARCH611600$2,560,574$2,560,574

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,654,101TotalRevenueColumnAmt
Related Or Exempt Func Income$92,925,906RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,728,195UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,388,719,243TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$349,671,935TotalRevenueColumnAmt
Exclusion$349,671,935ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,330,874TotalRevenueColumnAmt
Exclusion$79,330,874ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$15,979,923RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,907,767RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$13,072,156RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,072,156TotalRevenueColumnAmt
Exclusion$13,072,156ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$651,949,401SecuritiesAmt
Other$73,794OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,497,981SecuritiesAmt
Other$839,039OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$637,451,420SecuritiesAmt
Other-$765,245OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$636,686,175TotalRevenueColumnAmt
Exclusion$636,686,175ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$84,952FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,013,796ContriRptFundraisingEventAmt
Fundraising Direct Expenses$844,430FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$759,478TotalRevenueColumnAmt
Exclusion-$759,478ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISC SALES611710$23,915,192$23,915,192
STUDENT DUES611710$4,156,104$4,156,104
VARIOUS FEES AND FINES611710$2,037,461$2,037,461

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,550,151TotalRevenueColumnAmt
Related Or Exempt Func Income$7,550,151RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$37,658,908OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,479,223,078TotalRevenueColumnAmt
Related Or Exempt Func Income$1,419,649,956RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,728,195UnrelatedBusinessRevenueAmt
Exclusion$1,078,001,662ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$39,274,592TotalAmt
Program Services$39,274,592ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$403,418,478TotalAmt
Program Services$403,418,478ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$27,334,092TotalAmt
Program Services$27,334,092ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$21,113,837TotalAmt
Program Services$578,619ProgramServicesAmt
Management And General$19,693,897ManagementAndGeneralAmt
Fundraising$841,321FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$5,631,692TotalAmt
Program Services$2,242,351ProgramServicesAmt
Management And General$2,913,445ManagementAndGeneralAmt
Fundraising$475,896FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,821,751,657TotalAmt
Program Services$1,561,006,929ProgramServicesAmt
Management And General$213,876,348ManagementAndGeneralAmt
Fundraising$46,868,380FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$128,870,931TotalAmt
Program Services$109,185,295ProgramServicesAmt
Management And General$16,171,222ManagementAndGeneralAmt
Fundraising$3,514,414FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$201,968,564TotalAmt
Program Services$170,481,659ProgramServicesAmt
Management And General$25,963,796ManagementAndGeneralAmt
Fundraising$5,523,109FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$126,482,637TotalAmt
Program Services$106,644,867ProgramServicesAmt
Management And General$16,377,879ManagementAndGeneralAmt
Fundraising$3,459,891FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,338,591TotalAmt
Program Services$3,655,865ProgramServicesAmt
Management And General$11,659,713ManagementAndGeneralAmt
Fundraising$23,013FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$688,446TotalAmt
Program Services$7,147ProgramServicesAmt
Management And General$681,299ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,522,552TotalAmt
Fundraising$1,522,552FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$35,825,406TotalAmt
Management And General$35,825,406ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$200,818,459TotalAmt
Program Services$149,129,194ProgramServicesAmt
Management And General$47,938,594ManagementAndGeneralAmt
Fundraising$3,750,671FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,735,399TotalAmt
Program Services$5,457,341ProgramServicesAmt
Management And General$1,251,752ManagementAndGeneralAmt
Fundraising$1,026,306FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$119,710,715TotalAmt
Program Services$115,954,826ProgramServicesAmt
Management And General$1,945,208ManagementAndGeneralAmt
Fundraising$1,810,681FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$49,662,529TotalAmt
Program Services$29,142,617ProgramServicesAmt
Management And General$19,614,785ManagementAndGeneralAmt
Fundraising$905,127FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$71,830,889TotalAmt
Program Services$34,681,931ProgramServicesAmt
Management And General$37,148,958ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$112,786,545TotalAmt
Program Services$90,811,995ProgramServicesAmt
Management And General$21,535,531ManagementAndGeneralAmt
Fundraising$439,019FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$53,370,910TotalAmt
Program Services$50,134,402ProgramServicesAmt
Management And General$593,627ManagementAndGeneralAmt
Fundraising$2,642,881FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$54,932,766TotalAmt
Program Services$40,346,829ProgramServicesAmt
Management And General$3,764,093ManagementAndGeneralAmt
Fundraising$10,821,844FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$86,301,123TotalAmt
Program Services$86,300,661ProgramServicesAmt
Fundraising$462FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$265,279,736TotalAmt
Program Services$251,670,886ProgramServicesAmt
Management And General$13,608,850ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,259,200TotalAmt
Program Services$1,150,916ProgramServicesAmt
Management And General$5,101,757ManagementAndGeneralAmt
Fundraising$6,527FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUBRECIPIENT PAYMENTS$233,992,993$233,992,993$0$0
EQUIP RENTAL & MAINTENA$72,151,540$71,584,726$0$566,814
COST OF GOODS SOLD$21,910,268$18,875,147$2,606,117$429,004
PRINTING & PUBLICATIONS$5,915,060$4,231,509$389,911$1,293,640

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$48,476,043TotalAmt
Program Services$153,380,926ProgramServicesAmt
Management And General-$205,527,799ManagementAndGeneralAmt
Fundraising$3,670,830FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,143,403,564TotalAmt
Program Services$3,760,676,793ProgramServicesAmt
Management And General$293,134,389ManagementAndGeneralAmt
Fundraising$89,592,382FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$47,270,158BOYAmt
EOY$225,617,165EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$544,998,024BOYAmt
EOY$591,242,544EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$156,091,800BOYAmt
EOY$201,061,330EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$14,699,834BOYAmt
EOY$12,729,788EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$21,939,757BOYAmt
EOY$22,709,615EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$232,223,271BOYAmt
EOY$270,638,346EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,105,062,532LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,570,246,327LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,556,626,158BOYAmt
EOY$2,534,816,205EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,617,498,643BOYAmt
EOY$3,952,381,281EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,455,996,232BOYAmt
EOY$11,626,453,966EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,749,504,166BOYAmt
EOY$1,720,822,298EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,396,848,043BOYAmt
EOY$21,158,472,538EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$451,393,882BOYAmt
EOY$440,355,452EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$247,508,989BOYAmt
EOY$235,488,465EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$356,845,000BOYAmt
EOY$349,845,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,661,408BOYAmt
EOY$2,324,647EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,265,875,717BOYAmt
EOY$2,235,136,104EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,307,000,051BOYAmt
EOY$1,319,312,685EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,631,285,047BOYAmt
EOY$4,582,462,353EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,941,218,857BOYAmt
EOY$7,404,738,850EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,824,344,139BOYAmt
EOY$9,171,271,335EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,765,562,996BOYAmt
EOY$16,576,010,185EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,396,848,043BOYAmt
EOY$21,158,472,538EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$335,819,514ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$174,000,028NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$300,627,647OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,566,915,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,644,602,647CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,744,843,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,964,557,359CurrentTaxYearMinus1YearAmt
Current Tax Year$1,974,843,265CurrentTaxYearAmt
Total$8,895,762,017TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,566,915,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,644,602,647CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,744,843,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,964,557,359CurrentTaxYearMinus1YearAmt
Current Tax Year$1,974,843,265CurrentTaxYearAmt
Total$8,895,762,017TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,485,161,761SubstantialContributorsTotAmt
Public Support Total170$5,410,600,256PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$162,807,744CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$159,171,847CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$147,086,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$398,398,704CurrentTaxYearMinus1YearAmt
Current Tax Year$442,074,965CurrentTaxYearAmt
Total$1,309,539,460TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$318,402,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,861,829,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,449,609,975CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,490,019CurrentTaxYearMinus1YearAmt
Current Tax Year$674,345,083CurrentTaxYearAmt
Total$4,368,676,321TotalAmt
FieldValueIRS element (for citing)
Total Support$14,573,977,798TotalSupportAmt
Gross Receipts Rltd Activities$6,155,233,284GrossReceiptsRltdActivitiesAmt
Public Support CY1700.37130PublicSupportCY170Pct
Public Support PY1700.39580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationGAIN/LOSS ON SECURITIES - 2019 AMOUNT: $ 282,550,326. 2020 AMOUNT: $ 1,825,869,704 2021 AMOUNT: $ 1,407,117,622 2022 AMOUNT: $ 25,438,675. 2023 AMOUNT: $ 636,686,175. OTHER REVENUE - 2019 AMOUNT: $ 35,851,870. 2020 AMOUNT: $ 35,959,344. 2021 AMOUNT: $ 42,492,353. 2022 AMOUNT: $ 39,051,344. 2023 AMOUNT: $ 37,658,908.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$453,688DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$33,681OtherActivitiesAmt
Total Lobbying Expenditures$487,369TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE C, PART II-BFormAndLineReferenceDesc
ExplanationDUKE UNIVERSITY EMPLOYS STAFF WHO PERFORM SOME LOBBYING ACTIVITIES AS PART OF THEIR JOB RESPONSIBILITIES. THESE SAME EMPLOYEES HAVE AND SOME SENIOR LEADERS OF THE ORGANIZATION MAY HAVE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, AND GOVERNMENT OFFICIALS. DUKE UNIVERSITY PAYS MEMBERSHIP DUES TO OTHER ORGANIZATIONS. PER THE MEMBERSHIP DUES INVOICES, SOME OF THESE ORGANIZATIONS PROVIDE A DISCLOSURE OF LOBBYING PERCENTAGE OF THE DUES RECEIVED.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements1TotalEasementsCnt
Total Acreage0.21TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$590,500RevenuesIncludedAmt
Assets Included$55,484,364AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,563,067,500BeginningYearBalanceAmt
Contributions$140,177,288ContributionsAmt
Investment Earnings Or Losses$697,427,505InvestmentEarningsOrLossesAmt
Grants Or Scholarships$136,834,060GrantsOrScholarshipsAmt
Other Expenditures$391,403,769OtherExpendituresAmt
Administrative Expenses$23,502,841AdministrativeExpensesAmt
End Year Balance$11,848,931,622EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,075,706,572BeginningYearBalanceAmt
Contributions$184,965,874ContributionsAmt
Investment Earnings Or Losses-$254,889,234InvestmentEarningsOrLossesAmt
Grants Or Scholarships$116,237,714GrantsOrScholarshipsAmt
Other Expenditures$302,106,147OtherExpendituresAmt
Administrative Expenses$24,371,851AdministrativeExpensesAmt
End Year Balance$11,563,067,500EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,650,280,988BeginningYearBalanceAmt
Contributions$152,726,663ContributionsAmt
Investment Earnings Or Losses-$309,426,343InvestmentEarningsOrLossesAmt
Grants Or Scholarships$111,275,744GrantsOrScholarshipsAmt
Other Expenditures$287,787,237OtherExpendituresAmt
Administrative Expenses$18,811,755AdministrativeExpensesAmt
End Year Balance$12,075,706,572EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,446,092,302BeginningYearBalanceAmt
Contributions$179,916,138ContributionsAmt
Investment Earnings Or Losses$4,490,240,275InvestmentEarningsOrLossesAmt
Grants Or Scholarships$103,342,939GrantsOrScholarshipsAmt
Other Expenditures$342,917,950OtherExpendituresAmt
Administrative Expenses$19,706,838AdministrativeExpensesAmt
End Year Balance$12,650,280,988EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,580,756,409BeginningYearBalanceAmt
Contributions$386,986,275ContributionsAmt
Investment Earnings Or Losses-$41,907,680InvestmentEarningsOrLossesAmt
Grants Or Scholarships$93,600,293GrantsOrScholarshipsAmt
Other Expenditures$366,342,134OtherExpendituresAmt
Administrative Expenses$19,800,275AdministrativeExpensesAmt
End Year Balance$8,446,092,302EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.61740BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28440PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09820TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,241,144OtherCostOrOtherBasisAmt
Book Value$37,241,144BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,967,274,551OtherCostOrOtherBasisAmt
Depreciation$2,991,186,257DepreciationAmt
Book Value$1,976,088,294BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$345,558,446OtherCostOrOtherBasisAmt
Depreciation$265,197,430DepreciationAmt
Book Value$80,361,016BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$949,083,179OtherCostOrOtherBasisAmt
Depreciation$751,007,693DepreciationAmt
Book Value$198,075,486BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$805,905,212OtherCostOrOtherBasisAmt
Depreciation$562,854,947DepreciationAmt
Book Value$243,050,265BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,534,816,205TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
SHORT TERM INVESTMENTS$300,820,370F
REAL ASSETS$1,563,229,576F
PRIVATE CAPITAL$4,989,971,512F
HEDGED STRATEGIES$2,484,657,803F
OTHER INVESTMENTS-$68,818,925F
FIXED INCOME$1,956,736,326F
EQUITIES$399,857,304F
FieldValueIRS element (for citing)
Total Book Value Securities$11,626,453,966TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
INTEREST IN PERPETUAL TRUST HELD BY OTHERS$1,161,234,192
OPERATING LEASE RIGHT-OF-USE ASSET$559,588,106
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,720,822,298TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
ANNUITY AND SPLIT INTEREST OBLIGATIONS$70,948,343
POSTRETIREMENT HEALTHCARE BENEFIT OBLIGATIONS$400,043,708
FUNDS HELD FOR OTHERS$108,651,851
REFUNDABLE FEDERAL STUDENT LOANS$10,525,534
CONDITIONAL ASSET RETIREMENT$38,369,673
INTERNATIONAL LOAN RESERVE$5,801,314
GENERAL INSURANCE IBNR$63,307,100
OTHER$698
OPERATING LEASE LIABILITY$613,750,925
NET INVESTMENT INCOME TAX$7,913,539
FieldValueIRS element (for citing)
Total Liability$1,319,312,685TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:DUKE FOREST, A DEPARTMENT WITHIN DUKE UNIVERSITY, IS COMMITTED TO PROTECTING THE PURPOSE OF THE CONSERVATION EASEMENT. ACCORDINGLY, A WRITTEN MONITORING PROGRAM WAS DEVELOPED TO MAINTAIN AND PROTECT 12 SIGNIFICANT NATURAL HERITAGE AREAS WITHIN NORTH CAROLINA, INCLUDING THE CONSERVATION EASEMENT NOTED ON SCHEDULE D, PART II. THE POLICY INCLUDES DETAILS ABOUT CONDUCTING AN ONSITE INSPECTION, DOCUMENTING ALL FINDINGS ACCORDING TO A SITE-SPECIFIC MONITORING CHECKLIST. A POST-MONITORING REPORT AND OTHER DOCUMENTATION IS COMPLETED AS NECESSARY. DUKE FOREST STAFF (AND OTHER EXPERTS AS NECESSARY) ARE CONSULTED TO DETERMINE IF STEWARDSHIP EFFORTS ARE NECESSARY TO ENSURE THE PURPOSE OF THE CONSERVATION EASEMENT. WHILE NOT IN THE WRITTEN DOCUMENT, THE INITIAL STEP TAKEN BY DUKE FOREST WOULD BE TO CONTACT THE RESPONSIBLE PARTY TO REQUEST REMEDY OF THE INFRACTION. SUBSEQUENT STEPS WOULD INCLUDE, BUT ARE NOT LIMITED TO CONSULTING WITH UNIVERSITY COUNSEL. THE EASEMENT DOCUMENTS DO NOT INCLUDE THE POLICY AS THE EASEMENT DOCUMENTS WERE CREATED BEFORE THE POLICY DOCUMENT.
PART II, LINE 9:THE CONSERVATION EASEMENT REPORTED ABOVE WAS NOT INCLUDED IN DUKE UNIVERSITY'S STATEMENT OF ACTIVITIES, BALANCE SHEET, NOR FOOTNOTES TO THE FINANCIAL STATEMENTS.
SCHEDULE D, PART III, LINE 4ART COLLECTION DUKE UNIVERSITY'S COLLECTION OF ART, INCLUDING THOSE PIECES MAINTAINED IN THE NASHER MUSEUM OF ART AT DUKE UNIVERSITY, FOSTERS THE UNDERSTANDING AND APPRECIATION OF THE VISUAL ARTS BY PROVIDING DIRECT EXPERIENCE WITH ORIGINAL WORKS OF ART SUPPORTED BY A RANGE OF EXHIBITIONS, PROGRAMS AND PUBLICATIONS FOR THE UNIVERSITY AND BROADER COMMUNITY. THE MUSEUM DRAWS ON THE INTELLECTUAL RESOURCES OF THE RESEARCH UNIVERSITY AND SERVES AS A LABORATORY OF THE ARTS DEDICATED TO MULTIDISCIPLINARY APPROACHES TO LEARNING.
SCHEDULE D, PART V, LINE 4USE OF ENDOWMENT FUNDS THE INTENDED USES OF THE ENDOWMENT FUNDS ARE FOR INSTRUCTION, RESEARCH, LIBRARY AND FINANCIAL AID.
SCHEDULE D, PART XLIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FASB ASC 740 DUKE UNIVERSITY ADOPTED THE REQUIREMENTS OF FASB ASC 740 AND CONSIDERED ITS TAX POSITION. BASED ON THAT ANALYSIS, THE PROVISIONS OF FASB ASC 740 ARE DEEMED IMMATERIAL TO THE UNIVERSITY'S FINANCIAL STATEMENTS, AND THEREFORE, NO FASB ASC 740 SPECIFIC DISCLOSURES ARE MADE IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2024.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE E, LINE 3EQUAL OPPORTUNITY AND NON DISCRIMINATION STATEMENT DUKE UNIVERSITY AND DUKE UNIVERSITY HEALTH SYSTEM ("DUKE") ARE COMMITTED TO ENCOURAGING AND SUSTAINING A LEARNING AND WORK COMMUNITY FREE FROM DISCRIMINATION, HARASSMENT, AND RELATED MISCONDUCT. DUKE IS COMMITTED TO MAINTAINING AN INCLUSIVE COMMUNITY THAT RESPECTS AND VALUES ALL OF ITS MEMBERS, INCLUDING, BUT IS NOT LIMITED TO, FULL AND PART-TIME STUDENTS AND EMPLOYEES, INCLUDING FACULTY MEMBERS, PHYSICIANS, STAFF EMPLOYEES, UNDERGRADUATE STUDENTS, GRADUATE AND PROFESSIONAL STUDENTS, DOCTORAL STUDENTS, POSTDOCTORAL SCHOLARS AND FELLOWS, MEDICAL RESIDENTS, STUDENT EMPLOYEES, AND TEMPORARY AND CONTRACT EMPLOYEES, INCLUDING HOUSE STAFF, AND THIRD PARTIES WHO ARE WITHIN DUKE'S PROGRAMS AND ACTIVITIES, INCLUDING APPLICANTS FOR ADMISSION AND EMPLOYMENT, VISITORS, VISITING SCHOLARS, PATIENTS, EMPLOYEES OF DUKE CONTRACTORS, AND PROGRAM PARTICIPANTS. THE OFFICE FOR INSTITUTIONAL EQUITY (OIE) IS RESPONSIBLE FOR ADMINISTERING THE POLICY ON PROHIBITED DISCRIMINATION, HARASSMENT, AND RELATED MISCONDUCT ("POLICY") AND ITS IMPLEMENTING PROCEDURES. THE VICE PRESIDENT FOR INSTITUTIONAL EQUITY IS DUKE'S DESIGNATED COORDINATOR FOR SECTION 504 OF THE REHABILITATION ACT OF 1973 AND THE AGE DISCRIMINATION ACT OF 1975. THE ASSISTANT VICE PRESIDENT, HARASSMENT AND DISCRIMINATION PREVENTION AND COMPLIANCE IS DUKE'S DESIGNATED COORDINATOR FOR TITLE IX OF THE EDUCATION AMENDMENTS OF 1972. THESE OFFICERS MAY BE CONTACTED AT THE OFFICE FOR INSTITUTIONAL EQUITY, SMITH WAREHOUSE, 114 S. BUCHANAN BLVD., BAY 8, DURHAM, NORTH CAROLINA 27708, (919) 684-8222, OIE-HELP@DUKE.EDU. THIS POLICY PROHIBITS DISCRIMINATION AND HARASSMENT ON THE BASIS OF AGE, COLOR, DISABILITY, GENDER, GENDER EXPRESSION, GENDER IDENTITY, GENETIC INFORMATION, NATIONAL ORIGIN, RACE, RELIGION, SEX (INCLUDING PREGNANCY), SEXUAL ORIENTATION, OR VETERAN STATUS (COLLECTIVELY, "PROTECTED STATUS OR "PROTECTED CHARACTERISTICS"). THIS PROHIBITION INCLUDES DISCRIMINATION AND HARASSMENT BASED ON THE PERCEPTION OF AN INDIVIDUAL'S PROTECTED STATUS, EVEN IF THAT PERCEPTION IS INCORRECT. THE POLICY ALSO PROHIBITS RELATED MISCONDUCT, SUCH AS SEXUAL ASSAULT, RELATIONSHIP VIOLENCE, STALKING, AND RETALIATION. THIS POLICY APPLIES TO ALL OPERATIONS OF DUKE UNIVERSITY AND DUKE UNIVERSITY HEALTH SYSTEM. THE POLICY SHOULD BE READ CONSISTENTLY WITH ALL APPLICABLE FEDERAL, STATE AND LOCAL LAWS ADDRESSING DISCRIMINATION, HARASSMENT, AND RELATED MISCONDUCT. ADDITIONAL INFORMATION, INCLUDING THE COMPLETE TEXT OF THE POLICY ON PROHIBITED DISCRIMINATION, HARASSMENT, AND RELATED MISCONDUCT AND APPROPRIATE COMPLAINT PROCEDURES, MAY BE FOUND BY VISITING THE OFFICE FOR INSTITUTIONAL EQUITY'S WEBSITE AT: HTTPS://OIE.DUKE.EDU/. FOR FURTHER INFORMATION ON NOTICE OF NONDISCRIMINATION, YOU CAN CONTACT THE UNIVERSITY OFFICE NOTED ABOVE,OR VISIT HTTPS://WWW2.ED.GOV/ABOUT/OFFICES/LIST/OCR/INDEX.HTML, FOR THE ADDRESS AND PHONE NUMBER OF THE OFFICE FOR CIVIL RIGHTS, U.S. DEPARTMENT OF EDUCATION, OFFICE THAT SERVES YOUR AREA, OR CALL 1-800-421-3481. DISSEMINATION THE EQUAL EMPLOYMENT OPPORTUNITY POLICY IS DISTRIBUTED TO ALL MEMBERS OF THE DUKE COMMUNITY. POLICY INFORMATION IS PROVIDED TO NEW EMPLOYEES AT ORIENTATION SESSIONS AND TO UNION OFFICIALS REPRESENTING DUKE EMPLOYEES. THE EQUAL EMPLOYMENT OPPORTUNITY STATEMENT IS PUBLISHED IN HUMAN RESOURCE POLICY MANUALS, THE FACULTY HANDBOOK, THE STAFF HANDBOOK, AND IS POSTED ON BULLETIN BOARDS THROUGHOUT DUKE. THE POLICY IS DISCUSSED IN MANAGEMENT TRAINING PROGRAMS AND IS DESCRIBED IN VARIOUS LITERATURE DISTRIBUTED BY DUKE. NONDISCRIMINATION CLAUSES ARE INCLUDED IN ALL UNION AGREEMENTS AND ALL SUCH CONTRACTUAL PROVISIONS ARE REVIEWED TO ENSURE THAT THEY ARE NONDISCRIMINATORY [41 CFR 60-300.44(F) AND (G) & 41 CFR 60-741.44(F) AND (G)]. PURSUANT TO REGULATIONS, ALL DUKE PURCHASE ORDERS, LEASES, AND CONTRACTS INCORPORATE THE FOLLOWING EQUAL OPPORTUNITY CLAUSE SETTING FORTH DUKE'S EXPECTATIONS: THE CONTRACTOR AND SUBCONTRACTOR SHALL ABIDE BY THE REQUIREMENTS OF 1 CFR 60-1.4(A), 60-300.5(A) AND 60-741.5(A). THESE REGULATIONS PROHIBIT DISCRIMINATION AGAINST QUALIFIED INDIVIDUALS BASED ON THEIR STATUS AS PROTECTED VETERANS OR INDIVIDUALS WITH DISABILITIES, AND PROHIBIT DISCRIMINATION AGAINST ALL INDIVIDUALS BASED ON THEIR RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, GENDER IDENTITY OR NATIONAL ORIGIN. MOREOVER, THESE REGULATIONS REQUIRE THAT COVERED PRIME CONTRACTORS AND SUBCONTRACTORS TAKE AFFIRMATIVE ACTION TO EMPLOY AND ADVANCE IN EMPLOYMENT INDIVIDUALS WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, NATIONAL ORIGIN, DISABILITY OR VETERAN STATUS. PUBLICATIONS AND OTHER DUKE MATERIALS REPRESENT ALL INDIVIDUALS, REGARDLESS OF DEMOGRAPHIC PROFILE AND INCLUDE SPECIAL CONSIDERATION OF PERSONS THAT CLAIM DISABILITY OR VETERAN STATUS. RECRUITING ADVERTISEMENTS STATE THAT DUKE IS AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER. AN EXPANDED STATEMENT TO CONVEY DUKE'S COMMITMENT TO DIVERSITY AND INCLUSION IS INCLUDED IN DOCUMENTS AND POSITION DESCRIPTIONS: DUKE IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER COMMITTED TO PROVIDING EMPLOYMENT OPPORTUNITY WITHOUT REGARD TO AN INDIVIDUAL'S AGE, COLOR, DISABILITY, GENDER, GENDER EXPRESSION, GENDER IDENTITY, GENETIC INFORMATION, NATIONAL ORIGIN, RACE, RELIGION, SEX, SEXUAL ORIENTATION, OR VETERAN STATUS.
FORM 990, SCHEDULE E, LINE 6EXPLANATION OF GOVERNMENT FINANCIAL AID IN FUTHERANCE OF ITS EDUCATIONAL MISSIONS, DUKE UNIVERSITY RECEIVES FUNDS IN SUPPORT OF ITS UNDERGRADUATE AND GRADUATE STUDENTS. THESE FUNDS INCLUDE FINANCIAL AID PROGRAMS SUCH AS FEDERAL COLLEGE WORK STUDY, FEDERAL PERKINS FUNDS, FEDERAL STAFFORD LOAN FUNDS, FEDERAL PELL GRANT FUNDS, FEDERAL SEOG FUNDS, MEDICAL PROFESSION LOANS, FEDERAL NURSING LOANS, AND FEDERAL PLUS, ETC. ADDITIONAL STUDENT FINANCIAL AID IS RECEIVED IN THE FORM OF FELLOWSHIP SUPPORT FROM A VARIETY OF FEDERAL AGENCIES, INCLUDING NIH UNDER ITS INDIVIDUAL AND GRADUATE FELLOWSHIP PROGRAMS. IN ADDITION, DUKE UNIVERSITY RECEIVES COOPERATIVE AGREEMENTS FOR BOTH RESEARCH AND EDUCATIONAL PROGRAMS. ALTHOUGH THIS SUPPORT COMES FROM A WIDE VARIETY OF FEDERAL AGENCIES, THE NATIONAL INSTITUTE OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE DEPARTMENT OF DEFENSE, AND THE DEPARTMENT OF ENERGY PROVIDE THE MAJORITY OF GRANTS AND COOPERATIVE AGREEMENTS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (41 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKING$13,000
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES$140,000EDUCATION
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES$103,000RESEARCH
CENTRAL AMERICA AND THE CARIBBEAN01PROGRAM SERVICES$142,000STUDY ABROAD
CENTRAL AMERICA AND THE CARIBBEAN00SEMINAR$183,000
EAST ASIA AND THE PACIFIC00GRANTMAKING$26,953,000
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$769,000EDUCATION
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$3,288,000RESEARCH
EAST ASIA AND THE PACIFIC08PROGRAM SERVICES$577,000STUDY ABROAD
EAST ASIA AND THE PACIFIC00SEMINAR$2,227,000
EUROPE00GRANTMAKING$306,000
EUROPE00PROGRAM SERVICES$1,327,000EDUCATION
EUROPE00PROGRAM SERVICES$5,569,000RESEARCH
EUROPE130PROGRAM SERVICES$1,994,000STUDY ABROAD
EUROPE00SEMINAR$5,138,000
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$22,000
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$77,000EDUCATION
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$226,000RESEARCH
MIDDLE EAST AND NORTH AFRICA04PROGRAM SERVICES$98,000STUDY ABROAD
MIDDLE EAST AND NORTH AFRICA00SEMINAR$289,000
NORTH AMERICA00PROGRAM SERVICES$91,000EDUCATION
NORTH AMERICA00PROGRAM SERVICES$5,676,000RESEARCH
NORTH AMERICA00PROGRAM SERVICES$4,000STUDY ABROAD
NORTH AMERICA00SEMINAR$662,000
RUSSIA00PROGRAM SERVICES$12,000EDUCATION
RUSSIA00PROGRAM SERVICES$87,000RESEARCH
RUSSIA00SEMINAR$10,000
SOUTH AMERICA00GRANTMAKING$15,000
SOUTH AMERICA00PROGRAM SERVICES$128,000EDUCATION
SOUTH AMERICA00PROGRAM SERVICES$2,661,000RESEARCH
SOUTH AMERICA05PROGRAM SERVICES$298,000STUDY ABROAD
SOUTH AMERICA00SEMINAR$460,000
SOUTH ASIA00PROGRAM SERVICES$253,000EDUCATION
SOUTH ASIA00PROGRAM SERVICES$972,000RESEARCH
SOUTH ASIA00PROGRAM SERVICES$297,000STUDY ABROAD
SOUTH ASIA00SEMINAR$232,000
SUB-SAHARAN AFRICA00PROGRAM SERVICES$274,000EDUCATION
SUB-SAHARAN AFRICA00PROGRAM SERVICES$4,418,000RESEARCH
SUB-SAHARAN AFRICA011PROGRAM SERVICES$300,000STUDY ABROAD
SUB-SAHARAN AFRICA00SEMINAR$646,000
SUB-SAHARAN AFRICA00GRANTMAKING$25,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Continuation Total Office1ContinuationTotalOfficeCnt
Continuation Total Employee58ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee59TotalEmployeeCnt
Subtotal Spent$31,591,000SubtotalSpentAmt
Continuation Spent$35,371,000ContinuationSpentAmt
Total Spent$66,962,000TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
CENTRAL AMERICA AND THE CARIBBEANGENERAL SUPPORT$13,413WIRE$0
EAST ASIA AND THE PACIFICGENERAL SUPPORT$26,948,596WIRE$0
SOUTH AMERICAGENERAL SUPPORT$15,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND)GENERAL SUPPORT$298,904WIRE$0
SUB-SAHARAN AFRICAGENERAL SUPPORT$25,025WIRE$0
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
CASE COMPETITIONEAST ASIA AND THE PACIFIC1$250WIRE
BOOK AWARDEUROPE (INCLUDING ICELAND & GREENLAND)1$1,000WIRE
CASE COMPETITIONEUROPE (INCLUDING ICELAND & GREENLAND)3$750WIRE
POSTER AWARDEUROPE (INCLUDING ICELAND & GREENLAND)1$153WIRE
HOPE SCHOLARMIDDLE EAST AND NORTH AFRICA1$22,000WIRE
CLIMATECAP FELLOWSHIPEAST ASIA AND THE PACIFIC1$3,000WIRE
CLIMATECAP FELLOWSHIPEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU1$3,000WIRE
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES DUKE UNIVERSITY PERIODICALLY APPROVES GRANTS AND TRANSFERS GRANT FUNDS TO SEVERAL ORGANIZATIONS OUTSIDE THE UNITED STATES. IN PARTICULAR FOR SUBGRANT RECIPIENTS, A SERIES OF INTERNAL CONTROLS HAVE BEEN ESTABLISHED WHICH INCLUDE DETERMINATION OF WHETHER AN AUDIT WILL BE REQUIRED. DUKE UNIVERSITY HAS ESTABLISHED A DETAILED AND COMPETITIVE APPLICATION PROCESS WHICH ENSURES PROPER PURPOSE AND USE OF THESE GRANT FUNDS PRIOR TO ENGAGEMENT. FOLLOWING THE PROCUREMENT PROCESS, DUKE UNIVERSITY MONITORS SUBSEQUENT BILLING AND PERFORMANCE OF THE GRANT RECIPIENTS. INVOICES MUST BE SUBMITTED ACCORDING TO THE TERMS AND CONDITIONS WHICH MIRROR THE TERMS AND CONDITIONS OF THE ULTIMATE GRANTOR. PRIOR TO PAYMENT, CENTRALIZED DEPARTMENTS REVIEW DOCUMENTATION TO ENSURE THE EXPENSES ARE ALLOWABLE WITHIN THE TERMS OF THE GRANT. ULTIMATELY, THE ORGANIZATIONS AWARDED THESE GRANT FUNDS MUST MONITOR THE APPROPRIATE DISTRIBUTION OF THESE GRANT FUNDS IN THE ORDINARY COURSE OF BUSINESS AND REPORT SUCH INFORMATION TO DUKE UNIVERSITY.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
ONE SIXTY OVER NINETY LLC
SEE PART IV FOR ADDRESSLOS ANGELESCA90006FUNDRAISING CONSULTING, STRATEGIC PLANNING, COMMU.0$0$0$306,705
HURON CONSULTING
SEE PART IV FOR ADDRESSCHICAGOIL60689FUNDRAISING CONSULTING, STRATEGIC PLANNING, COMMU.0$0$0$229,514
STAGWELL GLOBAL LLC
SEE PART IV FOR ADDRESSCHICAGOIL60695FUNDRAISING RELATED MARKETING & ADVERTISING0$0$0$168,650
SULLIVAN & CO MARKETING COLLATERAL
SEE PART IV FOR ADDRESSNEW YORKNY10017FUNDRAISING RELATED MARKETING & ADVERTISING0$0$0$137,831
COPPER REEF ENTERPRISES
SEE PART IV FOR ADDRESSCARLSBADCA92009FUNDRAISING CONSULTING, STRATEGIC PLANNING, COMMU.0$0$0$125,016
STANFORD UNIVERSITY
SEE PART IV FOR ADDRESSSTANFORDCA94305FUNDRAISING CONSULTING, STRATEGIC PLANNING, COMMU.0$0$0$75,000
BNY MELLON NA
SEE PART IV FOR ADDRESSNEW YORKNY10286FUNDRAISING CONSULTING, STRATEGIC PLANNING, COMMU.0$0$0$60,735
GRENZEBACH GLIER & ASSOCIATES
SEE PART IV FOR ADDRESSCHICAGOIL60611FUNDRAISING CONSULTING, STRATEGIC PLANNING, COMMU.0$0$0$59,215
3 STORIES CONSULTING LLC
SEE PART IV FOR ADDRESSLONGMONTCO80501FUNDRAISING CONSULTING, STRATEGIC PLANNING, COMMU.0$0$0$53,598
QUICKBROWNFOX STUDIO LLC
SEE PART IV FOR ADDRESSDURHAMNC27707FUNDRAISING RELATED GRAPHIC DESIGN & PHOTOGRAPHY0$0$0$47,750
FieldValueIRS element (for citing)
Total Net To Organization$1,264,014TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CMNEvent1Nm
Gross Receipts Event1$2,239,404GrossReceiptsEvent1Amt
Charitable Contri Event1$2,238,197CharitableContriEvent1Amt
Gross Revenue Event1$1,207GrossRevenueEvent1Amt
Rent Facility Costs Event1$750RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$450,093OtherDirectExpensesEvent1Amt
Event2RADIOTHONEvent2Nm
Gross Receipts Event2$483,695GrossReceiptsEvent2Amt
Charitable Contri Event2$470,256CharitableContriEvent2Amt
Gross Revenue Event2$13,439GrossRevenueEvent2Amt
Rent Facility Costs Event2$1,500RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$154,071OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$375,649GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$305,343CharitableContriOtherEventsAmt
Gross Revenue Other Events$70,306GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$27,303NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$10,085RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$31,068FoodAndBeverageOtherEventsAmt
Entertainment Other Events$595EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$168,965OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,098,748GrossReceiptsTotalAmt
Charitable Contributions Tot$3,013,796CharitableContributionsTotAmt
Gross Revenue Total Events$84,952GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$27,303NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$12,335RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$31,068FoodAndBeverageTotalEventsAmt
Entertainment Total Events$595EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$773,129OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$844,430DirectExpenseSummaryEventsAmt
Net Income Summary-$759,478NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:(I) NAME OF FUNDRAISER: ONE SIXTY OVER NINETY LLC (I) ADDRESS OF FUNDRAISER: 1801 W OLYMPIC BLVD, LOS ANGELES CA 90006 (I) NAME OF FUNDRAISER: HURON CONSULTING GROUP INC (I) ADDRESS OF FUNDRAISER: 3005 MOMENTUM PLACE, CHICAGO IL 60689 (I) NAME OF FUNDRAISER: STAGWELL GLOBAL LLC (I) ADDRESS OF FUNDRAISER: 88178 EXPEDITE WAY, CHICAGO IL 60695 (I) NAME OF FUNDRAISER: SULLIVAN & CO MARKETING COLLATERAL (I) ADDRESS OF FUNDRAISER: 292 MADISON AVE, NEW YORK NY 10017 (I) NAME OF FUNDRAISER: COPPER REEF ENTERPRISES (I) ADDRESS OF FUNDRAISER: 6965 EL CAMINO REAL STE 105-488, CARLSBAD, CA 92009 (I) NAME OF FUNDRAISER: STANFORD UNIVERSITY (I) ADDRESS OF FUNDRAISER: 691 PAMPAS LANE, STANFORD, CA 94305 (I) NAME OF FUNDRAISER: BNY MELLON NA (I) ADDRESS OF FUNDRAISER: 1 WALL ST, NEW YORK, NY 10286 (I) NAME OF FUNDRAISER: GRENZEBACH GLIER & ASSOCIATES (I) ADDRESS OF FUNDRAISER: 401 N. MICHIGAN AVE, CHICAGO, IL 60611 (I) NAME OF FUNDRAISER: 3 STORIES CONSULTING LLC (I) ADDRESS OF FUNDRAISER: 912 PRATT STREET, LONGMONT, CO 80501 (I) NAME OF FUNDRAISER: QUICKBROWNFOX STUDIO LLC (I) ADDRESS OF FUNDRAISER: 1812 CHAPEL HILL RD, DURHAM, NC 27707
SCHEDULE G, LINE 2(B), COLUMN (V)DUKE UNIVERSITY ENTERS INTO AGREEMENTS WITH ENTITIES OR INDIVIDUALS LISTED ON SCHEDULE G, PART I, LINE 2(B), COLUMNS (I-V). THE AGREEMENTS PROVIDE THAT THE PAYMENT FOR REIMBURSEMENT OF SUCH EXPENSES WILL BE ISSUED IN ADDITION TO THE FEE FOR SERVICES RENDERED. THERE ARE NO AGREEMENTS THAT PROVIDE EXCLUSIVELY FOR EXPENSES, BUT NOT FOR PROFESSIONAL FUNDRAISING SERVICES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (82 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
50 HOOPS
2000 W 15TH ST FLOOR 01PLANOTX75075752754368501(C)(3)$10,000$0GENERAL SUPPORT
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVENUEDALLASTX25231135613797501(C)(3)$15,000$0GENERAL SUPPORT
AMERICAN MATHEMATICAL SOCIETY
PO BOX 6248PROVIDENCERI029042213050264797501(C)(3)$7,610$0GENERAL SUPPORT
AUTISM SUPPORT AND ADVOCACY CENTER
1901 CHAPEL HILL RDDURHAMNC27707264613218501(C)(3)$7,150$0COMMUNITY SUPPORT
BAPTIST HEALTH SOUTH FLORIDA INC
PO BOX 748853ATLANTAGA303748853650267668501(C)(3)$20,000$0FELLOWSHIP AWARD
BRIGHAM AND WOMENS HOSPITAL INC
116 HUNTINGTON AVE 3RD FLOORBOSTONMA02116042312909501(C)(3)$253,726$0RESEARCH GIFT
CAMPUS CRUSADE FOR CHRIST INC
100 LAKE HART DRORLANDOFL32832956006173501(C)(3)$5,304$0GENERAL SUPPORT
CHARLES HAMILTON HOUSTON FOUNDATION
PO BOX 25138DURHAMNC27702474992302501(C)(3)$9,000$0EDUCATION GRANT
CHARLOTTE MECKLENBURG LIBRARY FOUND
300 EAST SEVENTH STREETCHARLOTTENC28202461172548501(C)(3)$15,000$0GENERAL SUPPORT
CHURCH WORLD SERVICE
107 RADCLIFF CIRCLEDURHAMNC27713134080201501(C)(3)$5,500$765GENERAL SUPPORTFMVOFFICE FURNITURE / SUPPLIES
COMMUNITY EMPOWERMENT FUND
208 N COLUMBIA ST SUITE 100CHAPEL HILLNC275143504270428981501(C)(3)$15,827$0COMMUNITY SUPPORT
DANA-FARBER CANCER INSTITURE INC
450 BROOKLINE AVE DA1642BOSTONMA02115042263040501(C)(3)$291,452$0RESEARCH GIFT
DIVISION OF HOMELAND MINISTRIES OF
PO BOX 1986INDIANAPOLISIN46206351290911501(C)(3)$7,500$0SPONSORSHIP
DURHAM ARTS COUNCIL INC
120 MORRIS STDURHAMNC277013242560599829501(C)(3)$20,000$0SPONSORSHIP
DURHAM HOUSING AUTHORITY
330 E MAIN STREETDURHAMNC27701566003147501(C)(3)$0$25,115GENERAL SUPPORTFMVOFFICE FURNITURE
DURHAM LITERACY CENTER
PO BOX 52209DURHAMNC27707561479534501(C)(3)$8,200$0GENERAL SUPPORT
DURHAM PUBLIC SCHOOLS
1801 FAYETTEVILLE STDURHAMNC27707566001021$10,000$3,345RESEARCH GIFTFMVOFFICE FURNITURE / SUPPLIES / HOUSEWARES
DURHAM SUCCESS SUMMIT INC
732 9TH STREET 596DURHAMNC27705862985757501(C)(3)$13,500$0FUNDING FOR GRAD STUDENT POSITION TO SUPPORT PROGRAM EVALUATION
DURHAM TECHNICAL COMMUNITY COLLEGE
1637 E LAWSON STDURHAMNC27703560792513501(C)(3)$579,488$0GENERAL SUPPORT
DURHAMCARES INC
PO BOX 331DURHAMNC27702262689130501(C)(3)$15,177$0SPONSORSHIP
EMILY KRZYZEWSKI FAMILY LIFE CENTER
904 W CHAPEL HILL STDURHAMNC27701562230469501(C)(3)$222,067$0GENERAL SUPPORT
FARMER FOODSHARE INC
902 N MANGUM STDURHAMNC27701273717889501(C)(3)$7,000$150COMMUNITY SUPPORTFMVOFFICE FURNITURE / SUPPLIES
FIRST BAPTIST CHURCH OF NORFOLK INC
418 E BUTE STNORFOLKVA23510540544300501(C)(3)$25,000$0COMMUNITY SUPPORT
FIRST PRESBYTERIAN CHURCH
2101 N HERRITAGE STKINSTONNC28501560603913501(C)(3)$10,000$0COMMUNITY SUPPORT
GOD 1ST PEOPLE 2ND
953 E MAIN STDURHAMNC27701201412180501(C)(3)$0$76,425GENERAL SUPPORTFMVOFFICE FURNITURE / SUPPLIES / HOUSEWARES
GRADUATE CHEMISTRY COUNCIL
124 SCIENCE DR BOX 90354DURHAMNC27708465754212$12,500$0GENERAL SUPPORT
GREATER DURHAM CHAMBER OF COMMERCE
PO BOX 3829DURHAMNC27702560207530501(C)(6)$25,634$0SPONSORSHIP
GREENPHIRE INC
1018 W 9TH AVE SUITE 200KING OF PRUSSIAPA19406264311202$7,416$0GENERAL SUPPORT
GROW IT YOURSELF LLC
2011 WILSON STREETDURHAMNC27705882414423$7,400$0GENERAL SUPPORT
HABITAT FOR HUMANITY OF DURHAM INC
PO BOX 11860DURHAMNC277030860581674794501(C)(3)$27,500$0GENERAL SUPPORT
ICIVICS INC
1035 CAMBRIDGE ST STE 1CAMBRIDGEMA02141383796793501(C)(3)$30,000$0BOLCH PRIZE AWARD RECIPIENT
IGNATION SOLIDARITY NETWORK INC
1 JOHN CARROLL BLVDUNIVERSITY HEIGHTSOH44118342000767501(C)(3)$10,000$02023 TRADITIONED INNOVATION AWARD
INSTITUTE FOR CITIZENS & SCHOLARS
104 CARNEGIE CENTER SUITE 301PRINCETONNJ08540210703075501(C)(3)$25,000$0GENERAL SUPPORT
INTERNATIONAL CANCER CARE & RESEARC
2408 VINTAGE HILL DRDURHAMNC27712473821684501(C)(3)$11,300$0GENERAL SUPPORT
INTL SOCIETY FOR BAYESIAN ANALYSIS
2772 CHEEKWOOD CIRCLEELLICOTT CITYMD21042421517735501(C)(3)$6,000$0SPONSORSHIP
JOHNSON C SMITH UNIVERSITY
100 BEATTIES FORD RDCHARLOTTENC28216250983069501(C)(3)$15,000$0GENERAL SUPPORT
JUBILEE HOME
PO BOX 289DURHAMNC27702461954060501(C)(3)$7,500$0GENERAL SUPPORT
LEGAL AID OF NORTH CAROLINA INC
319 CHAPANOKE RD STE 104RALEIGHNC27603311784161501(C)(3)$8,000$0SPONSORSHIP
LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 22443NEW YORKNY100872443135644916501(C)(3)$30,000$0SPONSORSHIP
LGBTQ CENTER OF DURHAM INC
1007 BROAD STREETDURHAMNC27705271277498501(C)(3)$5,000$180SPONSORSHIPFMVOFFICE FURNITURE / SUPPLIES / HOUSEWARES
MEADOWSWEET GARDENS & PATIOS INC
2217 MYERS STDURHAMNC27707542073725$7,500$0GENERAL SUPPORT
MENNONITE CENTRAL COMMITTEE
21 S 12TH STAKRONPA17501236002702501(C)(3)$8,083$0GENERAL SUPPORT
MOUNT PLEASANT BAPTIST CHURCH
934 W LITTLE CREEK RDNORFOLKVA23505541260921501(C)(3)$10,215$0COMMUNITY SUPPORT
MT LEVEL MISSIONARY BAPTIST CHURCH
316 HEBRON RDDURHAMNC27704560039960501(C)(3)$7,000$0COMMUNITY SUPPORT
MUSEUM OF DURHAM HISTORY
PO BOX 362DURHAMNC27702943455685501(C)(3)$20,000$0GENERAL SUPPORT
MUSEUM OF THE NEW SOUTH INC
PO BOX 30125CHARLOTTENC28230561748648501(C)(3)$15,000$0GENERAL SUPPORT
NATIONAL HUMANITIES CENTER
7 T W ALEXANDER DRRTPNC27709591735367501(C)(3)$100,000$0GENERAL SUPPORT
NC ALBERT SCHWEITZER FELLOWSHIP INC
PO BOX 1636DAVIDSONNC28036822682491501(C)(3)$33,000$0GENERAL SUPPORT
NC STATE UNIVERSITY
CAMPUS BOX 7203RALEIGHNC276957203566000756$95,786$0GENERAL SUPPORT
NEO PHILANTHROPY INC
1001 AVENUE OF THE AMERICAS FL 12NEW YORKNY10018133191113501(C)(3)$10,000$02023 TRADITIONED INNOVATION AWARD
NEW JERUSALEM MINISTRIES INTERNATIO
5184 SINGLETON WAYVIRGINIA BEACHVA23462262840696501(C)(3)$10,500$0COMMUNITY SUPPORT
NORTH CAROLINA MUSEUM OF LIFE & SCI
433 W MURRAY AVEDURHAMNC27704560938434501(C)(3)$5,000$425SPONSORSHIPFMVOFFICE FURNITURE
OIKOS INSTITUTE FOR SOCIAL IMPACT
11218 S BISHOP STCHICAGOIL60643851383994501(C)(3)$10,000$02023 TRADITIONED INNOVATION AWARD
PACIFIC PEDIATRIC NEURO ONCOLOGY
1005 NORTHGATE DRIVE 224SAN RAFAELCA94903463152273501(C)(3)$621,013$0RESEARCH GIFT
PAULI MURRAY CTR FOR HISTORY &
POP BOX 541DURHAMNC27702454926223501(C)(3)$7,500$0SPONSORSHIP
PRESIDENT & TRUSTEES OF COLBY COLLE
4120 MAYFLOWER HILLWATERVILLEME04901010211497501(C)(3)$37,500$0GENERAL SUPPORT
PRINCETON THEOLOGICAL SEMINARY
12 LIBRARY PLACEPRINCETONNJ08540210635010501(C)(3)$30,000$0MEMBERSHIP
PUBLIC LIBRARY OF CHARLOTTE &
101 EASTWAY DRCHARLOTTENC28213566018623$290,000$0GENERAL SUPPORT
REHOBOTH MISSIONARY BAPTIST CHURCH
182 S BIRDNECK RDVIRGINIA BEACHVA23451932179976501(C)(3)$7,050$0COMMUNITY SUPPORT
REINVESTMENT PARTNERS
PO BOX 1929DURHAMNC277021929311587628501(C)(3)$10,500$0GENERAL SUPPORT
RESEARCH TRIANGLE FOUNDATION OF NC
PO BOX 12255RTPNC27709560853674501(C)(4)$15,000$0GENERAL SUPPORT
RESEARCH TRIANGLE REGIONAL
2626 GLENWOOD AVENUERALEIGHNC27608561720732501(C)(6)$6,000$0SPONSORSHIP
RISE AGAINST HUNGER INC
4801 GLENWOOD AVE STE 200RALEIGHNC27612161541024501(C)(3)$14,377$0GENERAL SUPPORT
SANCTIFIED ART LLC
109 4TH STBLACK MOUNTAINNC28711813432493$10,000$02023 TRADITIONED INNOVATION AWARD
SCOTT CARTER FOUNDATION
PO BOX 700448TULSAOK741700448731437230501(C)(3)$8,000$0GENERAL SUPPORT
SOC FOR VASCULAR SURGERY FOUNDATION
35312 EAGLE WAYCHICAGOIL60678043580038501(C)(3)$6,500$0SPONSORSHIP
ST JOSEPHS HISTORIC FOUNDATION
PO BOX 11548DURHAMNC277030548561152267501(C)(3)$7,500$0SPONSORSHIP
STANFORD UNIVERSITY
485 BROADWAY MC 8838REDWOOD CITYCA94063941156365501(C)(3)$149,452$0RESEARCH GIFT
STEPUP DURHAM
112 BROADWAY ST SUITE BDURHAMNC27701474578727501(C)(3)$18,500$0SPONSORSHIP
STUDENT U
600 E UMSTEAD STDURHAMNC27701273460491501(C)(3)$9,500$0GENERAL SUPPORT
THRESHOLD
PO BOX 11706DURHAMNC27703561458745501(C)(3)$6,750$0GENERAL SUPPORT
TOXIC FREE NORTH CAROLINA
331 W MAIN ST 411DURHAMNC27701591715833501(C)(3)$9,918$0GENERAL SUPPORT
TROSA
1820 JAMES STDURHAMNC27707561861158501(C)(3)$0$155,310GENERAL SUPPORTFMVOFFICE FURNITURE / SUPPLIES / HOUSEWARES
TRUSTEES OF COLUMBIA UNIV IN THE CI
435 WEST 116TH ST C/O BARBARA DIAMONEW YORKNY10027135598093501(C)(3)$50,000$0GENERAL SUPPORT
UNC HEALTH FOUNDATION INC
PO BOX 1050 CB 7565CHAPEL HILLNC27514566057494501(C)(3)$500,000$0RESEARCH GIFT
UNIVERSITY OF NORTH CAROLINA
CB 7100 - 3356 GENOME SCIENCECHAPEL HILLNC27599566001393501(C)(3)$13,150$0GENERAL SUPPORT
URBAN MINISTRIES OF DURHAM
410 LIBERTY STDURHAMNC27701581505891501(C)(3)$5,500$1,660COMMUNITY SUPPORTFMVOFFICE FURNITURE / SUPPLIES
WE ARE ONE DURHAM
2000 CHAPEL HILL RD 38ADURHAMNC27707884387059501(C)(3)$6,360$0GENERAL SUPPORT
WEST END COMMUNITY FOUNDATION
PO BOX 51398DURHAMNC277171398561858174501(C)(3)$6,000$0SPONSORSHIP
WESTERN NORTH CAROLINA CONFERENCE
PO BOX 2757HUNTERSVILLENC28070566001441501(C)(3)$188,892$0GENERAL SUPPORT
WINGS OF EAGLES CHRISTIAN CHURCH
PO BOX 21351DURHAMNC27703582436531501(C)(3)$13,773$0COMMUNITY SUPPORT
ROXBORO COMMUNITY SCHOOL
115 LAKE DRROXBORONC27573141920044501(C)(3)$0$21,740GENERAL SUPPORTFMVOFFICE FURNITURE / SUPPLIES
FieldValueIRS element (for citing)
Total501c3 Org74Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (40 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE ATHLETIC SCHOLARSHIPS473$34,250,486
GRADUATE ATHLETIC SCHOLARSHIPS119$6,606,788
ARCHIVE OF DOCUMENTARY ARTS COLLECTION AWARD2$7,500
BILL HALL AWARD PRIZE M1$1,000
BOLCH FELLOWSHIP AWARD12$69,900
CASE COMPETITION AWARD6$13,000
CHAVD POSTER AWARD3$300
CLIMATECAP FELLOWSHIP9$27,000
COLLECTION AWARD1$5,352
DEPARTMENT AWARD4$5,400
DESIGN DERBY AWARD10$2,500
DOC ARTS AWARD1$3,750
DU CHATELET PRIZE2$1,529
DUKE KURE SYMPOSIUM4$1,400
DUKE UNIVERSITY CHAPEL DONATION1$3,000
ELAM FOERSTER PRIZE1$1,500
ELLIE'S FUND MEDICAL ASSISTANCE SUPPORT3$1,845
ENERGY IN EMERGING MARKETS CASE COMPETITION AWARD1$1,000
ENVIRON HUMANITIES2$1,000
FAA AWARD1$10,000
FINTECH TRADING AWARD3$2,667
FUTRELL AWARD1$1,100
KIRBYGRANDPRIZE1$150,000
L P AND BARBARA SMITH AWARD1$3,000
LEMKIN PRIZE1$10,000
LIGHTNING TALK AWARD3$950
M. CROAL PRIZES MARCH3$1,411
MISC. AWARD17$4,315
PERFECT PITCH PRIZE2$750
PERRY PRIZE2$16,000
PIC 2024 AWARD3$300
PRELAW PROGRAM FELLOWSHIP22$22,000
SUMMER ENRICHMENT AWARD1$3,500
TEACHHOUSE FELLOWSHIP10$34,911
GRADUATE SCHOLARSHIPS & STIPENDS2412$40,459,991
INTERNSHIP STIPENDS634$2,368,773
POSTDOC SCHOLARSHIPS & STIPENDS37$412,148
PRE-DOC SCHOLARSHIPS & STIPENDS112$897,179
UNDERGRADUATE SCHOLARSHIPS & STIPENDS1138$6,602,012
MISC. SCHOLARSHIPS & STIPENDS10909$311,413,221

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2:FormAndLineReferenceDesc
ExplanationORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN U.S. DUKE UNIVERSITY PERIODICALLY APPROVES GRANTS AND TRANSFERS GRANT FUNDS TO NUMEROUS ORGANIZATIONS WITHIN THE UNITED STATES. FOR SUBGRANT RECIPIENTS, A SERIES OF INTERNAL CONTROLS HAVE BEEN ESTABLISHED WHICH INCLUDE DETERMINATION OF WHETHER AN AUDIT WILL BE REQUIRED. DUKE UNIVERSITY HAS ESTABLISHED A DETAILED AND COMPETITIVE APPLICATION PROCESS WHICH ENSURES PROPER PURPOSE AND USE OF THESE GRANT FUNDS PRIOR TO ENGAGEMENT. FOLLOWING THE PROCUREMENT PROCESS, DUKE UNIVERSITY MONITORS SUBSEQUENT BILLING AND PERFORMANCE OF THE GRANT RECIPIENTS. INVOICES MUST BE SUBMITTED ACCORDING TO THE TERMS AND CONDITIONS WHICH MIRROR THE TERMS AND CONDITIONS OF THE ULTIMATE GRANTOR. PRIOR TO PAYMENT, CENTRALIZED DEPARTMENTS REVIEW DOCUMENTATION TO ENSURE THE EXPENSES ARE ALLOWABLE WITHIN THE TERMS OF THE GRANT. ULTIMATELY, THE ORGANIZATIONS AWARDED THESE GRANTS MUST MONITOR THE APPROPRIATE DISTRIBUTION OF THESE GRANT FUNDS IN THE ORDINARY COURSE OF BUSINESS AND REPORT SUCH INFORMATION TO DUKE UNIVERSITY. STUDENTS' INSTITUTIONAL SCHOLARSHIPS AND FINANCIAL AID IS POSTED DIRECTLY TO THEIR BURSAR ACCOUNTS. THEREFORE, SUCH FUNDS ARE DIRECTLY APPLIED TO APPROPRIATE CHARGES WITHIN THE STUDENTS' ACCOUNTS. GRANT/FELLOWSHIP PAYMENTS ARE PROCESSED ACCORDING TO AWARD LETTERS, WHICH ARE REVIEWED AND SUBMITTED TO THE RECIPIENT IN ADVANCE OF ACCEPTING FOR THE APPLICABLE SEMESTER. EACH PAYMENT IS PREPARED ACCORDING TO THE AWARD LETTER BY A DEPARTMENTAL REPRESENTATIVE, WHICH IS THEN REVIEWED AND APPROVED BY A DEPARTMENTAL SUPERVISOR. PRIOR TO ISSUANCE, A FINAL REVIEW AND APPROVAL IS PROCESSED BY THE CENTRAL PAYMENT PROCESSING DEPARTMENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NEAL F TRIPLETT
CHIEF INVESTMENT OFFICER$816,839$0$3,700,000$0$22,500$0$40,376$0$123,274$0$4,702,989$0$0$0
MICHAEL ELKO
COACH$3,432,992$0$350,000$0$33,750$0$40,376$0$42,529$0$3,899,647$0$0$0
A EUGENE WASHINGTON MD
CHANCELLOR EMERITUS FOR HEALTH AFFAI$1,632,022$0$1,480,816$0$22,714$0$40,376$0$27,106$0$3,203,034$0$0$0
JONATHAN SCHEYER
COACH$1,264,107$0$1,025,000$0$30,785$0$40,376$0$23,501$0$2,383,769$0$0$0
JUSTIN B NIXON
INVESTMENT MANAGER$412,897$0$1,109,843$0$135,200$0$280,776$0$33,450$0$1,972,166$0$135,200$0
EVAN L JONES
INVESTMENT MANAGER$394,722$0$1,109,843$0$157,700$0$280,776$0$20,218$0$1,963,259$0$135,200$0
VINCENT E PRICE
PRESIDENT/TRUSTEE$1,865,510$0$0$0$22,500$0$40,376$0$25,300$0$1,953,686$0$0$0
ANIL MADHOK
CHIEF OPERATING OFFICER DUMAC$371,269$0$1,062,591$0$157,700$0$274,856$0$22,353$0$1,888,769$0$135,200$0
GERALD GRANT
CHAIR OF NEUROSURGERY DEPARTMENT$1,328,726$0$415,256$0$22,500$0$40,376$0$38,830$0$1,845,688$0$0$0
KAVITA NAYAR
INVESTMENT MANAGER$389,546$0$946,576$0$46,475$0$210,276$0$26,637$0$1,619,510$0$46,475$0
DANIEL G ENNIS
EXECUTIVE VICE PRESIDENT$1,262,134$0$0$0$90,835$0$40,376$0$38,609$0$1,431,954$0$0$0
MARY E KLOTMAN MD
EXECUTIVE VICE PRESIDENT FOR HEALTH$949,306$0$400,516$0$22,500$0$40,376$0$17,813$0$1,430,511$0$0$0
JENNIFER FRANCIS
FORMER OFFICER$734,226$26,750$246,606$0$0$0$40,376$0$17,483$0$1,038,691$26,750$0$0
GARY BENNETT
DEAN, COLLEGE OF A & S$494,162$0$449,329$0$22,500$0$40,376$0$20,033$0$1,026,400$0$0$0
JAMES SCOTT GIBSON
EXEC VICE DEAN OF ADMIN, SOM$543,885$0$301,066$0$22,500$0$40,376$0$29,892$0$937,719$0$0$0
PAMELA J BERNARD
VP & UNIVERSITY COUNSEL$814,650$0$0$0$22,500$0$40,376$0$19,467$0$896,993$0$0$0
RACHEL SATTERFIELD
TREASURER & VP FOR FINANCE$618,481$0$12,588$0$0$0$40,376$0$63,687$0$735,132$0$0$0
MOHAMED NOOR
FORMER KEY EMPLOYEE$193,055$0$457,369$0$22,500$0$40,376$0$19,404$0$732,704$0$0$0
ALEC GALLIMORE
PROVOST$481,278$13,375$97,405$0$11,332$0$40,376$0$20,032$0$650,423$13,375$0$0
JOHN J NOONAN
VP FOR FACILITIES$447,977$0$510$0$22,500$0$40,376$0$28,064$0$539,427$0$0$0
MARGARET W EPPS
UNIVERSITY SECRETARY$457,220$0$0$0$0$0$40,376$0$19,925$0$517,521$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ACHARTER TRAVEL JONATHAN SCHEYER USED CHARTER TRAVEL SERVICES. TO THE EXTENT SUCH TRAVEL WAS NOT FOR BUSINESS PURPOSES, SUCH AMOUNTS WERE INCLUDED IN TAXABLE INCOME OF THE INDIVIDUAL. VINCENT E. PRICE, DANIEL G. ENNIS AND MARGARET W. EPPS USED FIRST CLASS OR CHARTER TRAVEL SERVICES. SUCH TRAVEL WAS FOR BUSINESS PURPOSES AND NOT INCLUDED IN TAXABLE INCOME TO THE INDIVIDUALS. TRAVEL FOR COMPANIONS COMPANIONS HAVE TRAVELED WITH VINCENT E. PRICE AND JONATHAN SCHEYER. TO THE EXTENT IT WAS PERSONAL IN NATURE, SUCH AMOUNTS WERE INCLUDED IN THEIR TAXABLE INCOME. RESIDENCE FOR PERSONAL USE VINCENT E. PRICE WAS PROVIDED WITH ON CAMPUS LIVING FACILITIES AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY. ACCORDINGLY, SUCH LODGING IS NOT INCLUDED IN TAXABLE INCOME. PERSONAL SERVICES THE UNIVERSITY PROVIDES HOUSEKEEPING SERVICES TO MAINTAIN ALL UNIVERSITY FACILITIES, INCLUDING THE FACILITIES USED BY THE UNIVERSITY'S PRESIDENT. IN ADDITION TO PROVIDING A PERSONAL RESIDENCE THAT IS FOR THE CONVENIENCE OF THE UNIVERSITY, THE FACILITIES ARE USED THROUGHOUT THE YEAR FOR NUMEROUS DUKE RELATED FUNCTIONS. CLUB DUES JAMES SCOTT GIBSON WAS PROVIDED WITH CLUB MEMBERSHIPS. TO THE EXTENT THE DUES WERE CONSIDERED PERSONAL, THE AMOUNTS WERE INCLUDED IN TAXABLE INCOME. DUKE POLICY GOVERNS THE NATURE AND TYPE OF ALLOWABLE EXPENDITURES AND PAYMENTS, INCLUDING REQUIREMENTS TO PROVIDE SUPPORTING DOCUMENTATION DETAILING THE TRANSACTION AND BUSINESS PURPOSE. ANY APPROVED EXCEPTIONS TO POLICY ARE DOCUMENTED IN CORRESPONDENCE OR EMPLOYMENT AGREEMENTS. TAX INDEMNIFICATION DANIEL G. ENNIS RECEIVED A BENEFIT THAT WAS GROSSED UP TO COMPENSATE FOR WITHHOLDING OF TAXES.
PART I, LINE 4BSUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND RECEIVED PAYMENTS UNDER A DEFERRED COMPENSATION PLAN DESCRIBED UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE: EVAN L. JONES $135,200; ANIL MADHOK 135,200; JUSTIN B. NIXON $135,200 AND KAVITA NAYAR $46,475. SUCH AMOUNTS WERE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE AS DEFINED UNDER IRC SECTION 457(F).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
NC CAPITAL FACILITIES FINANCE AGENCY
A56159215465819GLE62016-11-03$380,642,978SEE PART VI000
NC CAPITAL FACILITIES FINANCE AGENCY
B56159215499VARIOUS2018-06-27$472,535,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmt
A$380,642,978$378,939,046$1,703,9322008Yes (1)0Yes (1)Yes (1)
B$33,860,000$33,860,0002015Yes (1)00Yes (1)$33,860,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)Yes (1)Yes (1)0.000000.001900.0019000Yes (1)
B00Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B00000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE K, PART 1(C)TAX-EXEMPT BOND BOND ISSUE (B): FORM 8038 LISTS THE CUSIP NUMBERS AS VARIOUS DUE TO THE NATURE OF THE NOTES ISSUED, I.E., COMMERCIAL PAPER. THE ISSUE CLOSED ON 6/27/2018 AND THERE WERE NO CUSIPS OUTSTANDING AS OF 6/30/2023 UNDER THE NEW ISSUE.
FORM 990, SCHEDULE K, PART 1(E)TAX-EXEMPT BONDS BOND ISSUE (B): REPRESENTS MAXIMUM PRINCIPAL AMOUNT OF NEW MONEY COMMERCIAL PAPER NOTES ($472,535,000) AND FIRST GENERATION CURRENT REFUNDING COMMERCIAL PAPER NOTES ($33,860,000) THAT CAN BE ISSUED PURSUANT TO THIS COMMERCIAL PAPER PROGRAM.
FORM 990, SCHEDULE K, PART 1(F)DESCRIPTION OF PURPOSE OF TAX-EXEMPT BONDS BOND ISSUE (A): TO (1) REFUND A PORTION OF THE 2006A BONDS ISSUED 11/02/2006, (2) A PORTION OF THE 2006B BONDS ISSUED 01/09/2007. BOND ISSUE (B): COMMERCIAL PAPER PROGRAM, THE PURPOSE OF WHICH ARE TO (1) REFUND COMMERCIAL PAPER NOTES ISSUED UNDER A PRIOR PROGRAM WITH AN ISSUE DATE OF 07/16/2014 AND (2) FINANCE PROJECTS ON THE WEST, EAST AND CENTRAL CAMPUS OF DUKE UNIVERSITY.
FORM 990, SCHEDULE K, PART IVTAX-EXEMPT BOND LINE 2 BOND ISSUE (A) - 11/01/2022 BOND ISSUE (B): SALES PROCEEDS ALLOCATED UPON ISSUANCE AND NOT INVESTED

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
QUALTRICS LLC
SEE PART V$218,460SEE PART V0
JOHN CLEMENTS
SEE PART V$402,079SEE PART V0
ELIZABETH MONAHAN
SEE PART V$39,642SEE PART V0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:FormAndLineReferenceDesc
Explanation(A) NAME OF INTERESTED PERSON: QUALTRICS LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: QUALTRICS LLC DIRECTOR IS A DUKE UNIVERSITY TRUSTEE(C) AMOUNT OF TRANSACTION: $218,460(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR GOODS AND SERVICES(E) SHARING OF ORGANIZATION REVENUE? = NO(A) NAME OF INTERESTED PERSON: JOHN CLEMENTS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JOHN CLEMENTS IS A FAMILY MEMBER OF A DUKE UNIVERSITY OFFICER(C) AMOUNT OF TRANSACTION: $402,079(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR SALARY AND BENEFITS(E) SHARING OF ORGANIZATION REVENUE? = NO(A) NAME OF INTERESTED PERSON: ELIZABETH MONAHAN(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ELIZABETH MONAHAN IS A FAMILY MEMBER OF A DUKE UNIVERSITY TRUSTEE(C) AMOUNT OF TRANSACTION: $39,642(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR SALARY AND BENEFITS(E) SHARING OF ORGANIZATION REVENUE? = NOExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution22ContributionCnt
Noncash Contributions Rpt F990$1,142,394NoncashContributionsRptF990Amt
Method Of Determining RevenuesVARIOUSMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$44,356NoncashContributionsRptF990Amt
Method Of Determining RevenuesVARIOUSMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1094ContributionCnt
Noncash Contributions Rpt F990$54,388,671NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET QUOTEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EVENT TICKETS3462$1,016,564FMV/FACE VALUE
Yes (X)EQUIPMENT3$158,194FMV
Yes (X)MISCELLANEOUS187$116,807VARIOUS
FieldValueIRS element (for citing)
Form8283 Received13Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationUSE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS DUKE UNIVERSITY USES INVESTMENT BROKERS TO SELL SECURITIES. DUKE UNIVERSITY MAY OCCASIONALLY USE THIRD PARTIES TO SELL OTHER TYPES OF NON-CASH CONTRIBUTIONS, AS THE NEED ARISES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1ORGANIZATION'S MISSION "JAMES B. DUKE'S FOUNDING INDENTURE OF DUKE UNIVERSITY DIRECTED THE MEMBERS OF THE UNIVERSITY TO 'PROVIDE REAL LEADERSHIP IN THE EDUCATIONAL WORLD' BY CHOOSING INDIVIDUALS OF 'OUTSTANDING CHARACTER, ABILITY, AND VISION' TO SERVE AS ITS OFFICERS, TRUSTEES AND FACULTY; BY CAREFULLY SELECTING STUDENTS OF 'CHARACTER, DETERMINATION AND APPLICATION; AND BY PURSUING THOSE AREAS OF TEACHING AND SCHOLARSHIP THAT WOULD 'MOST HELP TO DEVELOP OUR RESOURCES, INCREASE OUR WISDOM, AND PROMOTE HUMAN HAPPINESS.' "TO THESE ENDS, THE MISSION OF DUKE UNIVERSITY IS TO PROVIDE A SUPERIOR LIBERAL EDUCATION TO UNDERGRADUATE STUDENTS, ATTENDING NOT ONLY TO THEIR INTELLECTUAL GROWTH BUT ALSO THEIR DEVELOPMENT AS ADULTS COMMITTED TO HIGH ETHICAL STANDARDS AND FULL PARTICIPATION AS LEADERS IN THEIR COMMUNITIES; TO PREPARE FUTURE MEMBERS OF THE LEARNED PROFESSIONS FOR LIVES OF SKILLED AND ETHICAL SERVICE BY PROVIDING EXCELLENT GRADUATE AND PROFESSIONAL EDUCATION; TO ADVANCE THE FRONTIERS OF KNOWLEDGE AND CONTRIBUTE BOLDLY TO THE INTERNATIONAL COMMUNITY OF SCHOLARSHIP; TO PROMOTE AN INTELLECTUAL ENVIRONMENT BUILT ON A COMMITMENT TO FREE AND OPEN INQUIRY; TO HELP THOSE WHO SUFFER, CURE DISEASE, AND PROMOTE HEALTH, THROUGH SOPHISTICATED MEDICAL RESEARCH AND THOUGHTFUL PATIENT CARE; TO PROVIDE WIDE RANGING EDUCATIONAL OPPORTUNITES, ON AND BEYOND OUR CAMPUSES, FOR TRADITIONAL STUDENTS, ACTIVE PROFESSIONALS AND LIFE-LONG LEARNERS USING THE POWER OF INFORMATION TECHNOLOGIES; AND TO PROMOTE A DEEP APPRECIATION FOR THE RANGE OF HUMAN DIFFERENCE AND POTENTIAL, A SENSE OF THE OBLIGATIONS AND REWARDS OF CITIZENSHIP, AND A COMMITMENT TO LEARNING, FREEDOM AND TRUTH. "BY PURSUING THESE OBJECTIVES WITH VISION AND INTEGRITY, DUKE UNIVERSITY SEEKS TO ENGAGE THE MIND, ELEVATE THE SPIRIT, AND STIMULATE THE BEST EFFORT OF ALL WHO ARE ASSOCIATED WITH THE UNIVERSITY; TO CONTRIBUTE IN DIVERSE WAYS TO THE LOCAL COMMUNITY, THE STATE, THE NATION AND THE WORLD; AND TO ATTAIN AND MAINTAIN A PLACE OF REAL LEADERSHIP IN ALL THAT WE DO."
FORM 990, PART VI, SECTION A, LINE 2TRUSTEES KAREN M. KING AND MICHAEL J. BINGLE BOTH HOLD SENIOR LEADERSHIP POSITIONS (MANAGING DIRECTOR AND VICE CHAIRMAN RESPECTIVELY) AT SILVER LAKE GROUP.
FORM 990, PART VI, SECTION A, LINE 7AGRADUATES OF DUKE UNIVERSITY HAVE THE RIGHT TO ELECT TWELVE TRUSTEES TO SERVE ON THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BDUKE UNIVERSITY'S DRAFT FORM 990 IS DISTRIBUTED TO THE AUDIT & COMPLIANCE COMMITTEE OF THE UNIVERSITY TRUSTEES. AT THE MEETING, THE DUKE UNIVERSITY TAX SENIOR DIRECTOR, THE PERSON RESPONSIBLE FOR THE PREPARATION OF THE UNIVERSITY'S FORM 990, IS AVAILABLE FOR QUESTIONS FROM THE COMMITTEE. NOT ONLY IS THE COMMITTEE OFFERED AN OPPORTUNITY TO ASK QUESTIONS AT THE MEETING, BUT ALSO ANYTIME THEREAFTER BY CONTACTING THE TAX SENIOR DIRECTOR OR DUKE UNIVERSITY'S OFFICE OF COUNSEL, WHO IS ALSO INVOLVED WITH THE REVIEW OF DUKE UNIVERSITY'S FORM 990. SUBSEQUENTLY, A DRAFT FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES OF THE UNIVERSITY PRIOR TO FILING AND IN ADVANCE OF A MEETING. THERE IS OPPORTUNITY FOR THE TRUSTEES TO ASK QUESTIONS OF THE TAX SENIOR DIRECTOR AT THE MEETING OR ANYTIME THEREAFTER.
FORM 990, PART VI, SECTION B, LINE 12CTHE PRESIDENT, OFFICERS, AND EMPLOYEES WITH ADMINISTRATIVE RESPONSIBILITIES SHALL EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS TOUCHING UPON THEIR DUTIES TO DUKE UNIVERSITY AND ITS PROPERTY. IN THEIR DEALINGS WITH AND ON BEHALF OF THE INSTITUTION, THEY SHALL BE HELD TO A STRICT RULE OF HONEST AND FAIR DEALINGS BETWEEN THEMSELVES AND THE UNIVERSITY. THEY SHALL NOT USE THEIR POSITIONS, OR KNOWLEDGE GAINED THEREFROM, IN SUCH A WAY THAT A MATERIAL CONFLICT WOULD ARISE BETWEEN THE INTEREST OF THE UNIVERSITY AND THAT OF THE INDIVIDUAL. COMPLIANCE IS MONITORED WITH AN ANNUAL SURVEY. IDENTIFIED CONFLICTS ARE ANALYZED AND MANAGED ACCORDINGLY.
FORM 990, PART VI, SECTION B, LINE 15THE DUKE UNIVERSITY COMPENSATION COMMITTEE, COMPRISED OF MEMBERS OF THE DUKE UNIVERSITY BOARD OF TRUSTEES, REVIEWS AND APPROVES ALL EXECUTIVE COMPENSATION FOR CERTAIN DISQUALIFIED PERSONS AND OTHER KEY EMPLOYEES. DUKE UNIVERSITY HAS ADOPTED A STATEMENT OF COMPENSATION PHILOSOPHY THAT ARTICULATES BROAD OBJECTIVES TO HELP GUIDE THE DUKE UNIVERSITY COMPENSATION COMMITTEE IN ITS MISSION. THE DUKE UNIVERSITY COMPENSATION COMMITTEE ENGAGES THE SERVICES OF AN OUTSIDE EXECUTIVE COMPENSATION CONSULTING FIRM TO ESTABLISH COMPARABILITY DATA OF OTHER UNIVERSITIES OF SIMILAR SIZE AND COMPLEXITY AS DUKE UNIVERSITY, ADVISE REGARDING COMPARATIVE COMPENSATION NORMS, AND ENSURE COMPLIANCE WITH IRS EXECUTIVE COMPENSATION RULES, INCLUDING INTERMEDIATE SANCTIONS, DEFERRED COMPENSATION, AND PRIVATE INUREMENT. THE DUKE UNIVERSITY COMPENSATION COMMITTEE REVIEWS THE MARKET ANALYSIS THEN DETERMINES THE REASONABLENESS AND APPROPRIATENESS OF ALL ASPECTS OF EXECUTIVE COMPENSATION. THE DELIBERATIONS AND CONCLUSIONS OF THE DUKE UNIVERSITY COMPENSATION COMMITTEE ARE KEPT BY THE UNIVERSITY SECRETARY WHO RECORDS THE MINUTES OF THE COMMITTEE MEETING.
FORM 990, PART VI, SECTION C, LINE 18IN ADDITION TO PROVIDING THE ORGANIZATION'S FORM 990 UPON REQUEST, THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC ON SEVERAL THIRD PARTY WEBSITES. WHILE THE ORGANIZATION DOES NOT PROVIDE THE FORM 990 DIRECTLY TO THESE THIRD PARTIES, THE FORM 990 IS OBTAINED FROM THE INTERNAL REVENUE SERVICE. THE THIRD PARTIES SUBSEQUENTLY AND INDEPENDENTLY PROVIDE ACCESS TO THE FORM 990 ON THEIR PLATFORM.
FORM 990, PART VI, SECTION C, LINE 19DUKE UNIVERSITY'S DOCUMENTS (ARTICLES OF INCORPORATION AND ANY SUBSEQUENT AMENDMENTS OR RESTATEMENTS) ARE AVAILABLE TO THE PUBLIC ON THE NORTH CAROLINA SECRETARY OF STATE WEBSITE. DUKE UNIVERSITY MAKES ITS ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. DUKE UNIVERSITY'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE LOCATED AT HTTPS://FINANCE.DUKE.EDU/RESOURCES/DOCS.
FORM 990, PART XI, LINE 9:CHANGES IN PERPETUAL TRUSTS & SPLIT INT AGREEMENTS 26,444,960. TRANSFERS FROM DUHS 224,057,606. NONPERIODIC CHANGES 48,596,000. OTHER CHANGES 1,529,081.
FORM 990, PART XII, LINE 3BFEDERAL AWARDS RECEIVED BY THE ORGANIZATION ARE INCLUDED IN THE DUKE UNIVERSITY FY2023 SINGLE AUDIT. ITS AUDIT UNDER THE UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS WAS ISSUED BY THE DUE DATE OF MARCH 31, 2025.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
DUKE UK TRUST LIMITED
19 NORCOTT ROADLONDONUKN167EJ980555714DEVELOPMENTUK$199,843$21,138DUKE UNIVERSITY
WASHINGTON DUKE INN LLC
HOTEL OWNERSHIP$2,700,620$37,379,266DUKE UNIVERSITY2200 W MAIN STREET STE 300DURHAMNC27705NC
DUKE FACULTY CLUB LLC
RECREATION FACILITY$0$1,646,077DUKE UNIVERSITY310 BLACKWELL STREET 4TH FLOORDURHAMNC27701NC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (38 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ANGIER B DUKE MEMORIAL INC
100 NORTH TRYON STREETCHARLOTTENC28202136113895SCHOLARSHIPSNC501(C)(3)12 TYPE III-ODUKE ENDOWMENT0
ASSOCIATED HEALTH SVCS INC
2200 W MAIN STREET STE 300DURHAMNC27705561845329HEALTHCARENC501(C)(3)12 TYPE 1DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
ATLANTIC COAST CONFERENCE
PO DRAWER ACCGREENSBORONC27417560599082ATHLETICNC501(C)(3)12 TYPE 10N/A
C A CANNON CHAR TRUST NO 3
1525 W WT HARRIS BLVD D1114CHARLOTTENC28288581360259SUPPORTNC501(C)(3)12 TYPE III-O0N/A
DAVID H MURDOCK RESEARCH INSTITUTE
150 RESEARCH CAMPUS DRKANNAPOLISNC28081208730759RESEARCHNC501(C)(3)12 TYPE 10N/A
DU SPECIAL VENTURES FUND INC
280 S MANGUM STREET STE 210DURHAMNC27701561465177INVESTMENTSNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE ALUMNI ASSOCIATION INC
2200 W MAIN STREET STE 300DURHAMNC27705561594088SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE CORPORATE EDUCATION
310 BLACKWELL STDURHAMNC27701421672476EDUCATIONNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE GIFT PROPERTIES INC
2200 W MAIN STREET STE 300DURHAMNC27705571211078SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE GLOBAL INC
2200 W MAIN STREET STE 300DURHAMNC27705611588319SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE MEDICINE GLOBAL SUPP CORP- 61-1593721
2200 W MAIN STREET STE 300DURHAMNC27705SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE SCHOLARLY EXHIBITS INC
2200 W MAIN STREET STE 300DURHAMNC27705561701245SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE UNIV AFFILIATED PHYSICIANS
2200 W MAIN STREET STE 300DURHAMNC27705561902501HEALTHCARENC501(C)(3)12 TYPE 1DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
DUKE UNIV PHILANTHROPIES INC
2200 W MAIN STREET STE 300DURHAMNC27705571211099SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE UNIVERSITY HEALTH SYSTEM INC
2200 W MAIN STREET STE 300DURHAMNC27705562070036HEALTHCARENC501(C)(3)LINE 3DUKE UNIVERSITYYes (1)
DUMAC INC
280 S MANGUM STREET STE 210DURHAMNC27701900754895SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DURHAM ASSET MGMT COMPANY INC
2200 W MAIN STREET STE 300DURHAMNC27705561757238SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
GOTHIC CORPORATION
280 S MANGUM STREET STE 210DURHAMNC27701561776668INVESTMENTSNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
GOTHIC HSP CORPORATION
280 S MANGUM STREET STE 210DURHAMNC27701271325761INVESTMENTSNC501(C)(3)12 TYPE 1DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
INNOVATIONS IN HEALTHCARE INC
2200 W MAIN STREET STE 300DURHAMNC27705320358709SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
KATHRINE R EVERETT CHARITABLE
PO BOX 3001DURHAMNC27715566473809SUPPORTNC501(C)(3)12 TYPE 10N/A
NANALINE H DUKE TRUST
100 NORTH TRYON STREETCHARLOTTENC28202237270511MED. SUPPORTNY501(C)(3)12 TYPE III-ODUKE ENDOWMENT0
RESEARCH TRIANGLE INSTITUTE
PO BOX 12194RTPNC27709560686338RESEARCHNC501(C)(3)12 TYPE III-O0N/A
RUTH K BROAD BIOMED RES FDN
2200 W MAIN STREET STE 300DURHAMNC27705650045051SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
SMITHSHAVER LAW SCHOOL SCHOLARSHIP FUND
ONE WEST FOURTH ST STE 1200WINSTONSALEMNC27101202749954SCHOLARSHIPSNC501(C)(3)12 TYPE 10N/A
THE CTR FOR DOCUMENTARY STUDIES
1317 PETTIGREW STREETDURHAMNC27705561655039SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE INTEGRATED NETWORK INC
2200 W MAIN STREET STE 300DURHAMNC27705463129771SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
DUKE QUALITY NETWORK INC
2200 W MAIN STREET STE 300DURHAMNC27705461340679SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
DUKE JANJUN SERVICES INC
2200 W MAIN STREET STE 300DURHAMNC27705471150667SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE JULDEC SERVICES INC
2200 W MAIN STREET STE 300DURHAMNC27705471143245SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE ALLMO SERVICES INC
2200 W MAIN STREET STE 300DURHAMNC27705471133466SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITYYes (1)
DUKE AFFILIATIONS NETWORK INC
2200 W MAIN STREET STE 300DURHAMNC27705812623775SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
DUKE UNIV FED CRED UNION
2200 WEST MAIN STREETDURHAMNC27705561632379BANKINGNC501(C)(1)0N/A
WATTS COLLEGE OF NURSING INC
2200 W MAIN STREET STE 300DURHAMNC27705833076664SUPPORTNC501(C)(3)12 TYPE 1DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
DUKE HEALTH INTEGRATED PRACTICE INC
2200 W MAIN STREET STE 300DURHAMNC27705862109896HEALTHCARENC501(C)(3)LINE 3DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)
DONALD R WATSON FOUNDATION INC
601 SOUTH COLLEGE ROADWILMINGTONNC28403561861816SUPPORTNC501(C)(3)12 TYPE 10N/A
FAMILY HEALTH MINISTRIES INC
PO BOX 16783CHAPEL HILLNC27516562206165HEALTH CLINICSNC501(C)(3)LINE 10DUKE UNIVERSITYYes (1)
LENOX BAKER CHILDREN'S HOSPITAL FOUNDATION INC
1513 TYONEK DRIVEDURHAMNC27703561550944FINANCIAL SUPPORTNC501(C)(3)LINE 4DUKE UNIVERSITY HEALTH SYSTEM INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdEINEIN
BLACKWELL PARTNERS LLC - SERIES A - 20-8075455
280 S MANGUM ST STE 210DURHAMNC27701INVESTMENTSDEN/AN/A00
LYRICAL BLUE RL PT 27-2994514
32 N DEAN STENGLEWOODNJ07631INVESTMENTSDEN/AN/A00
SBER LUCKY STRIKE 20-3891303
310 BLACKWELL STDURHAMNC27701REAL ESTATENCN/AN/A00
MANGUM II LLC - 46-5135858
280 S MANGUM STREET STE 210DURHAMNC27701INVESTMENTSNCN/AN/A00
LS INVESTOR LLC 20-3891381
310 BLACKWELL STDURHAMNC27701REAL ESTATENCN/AN/A00
DILWEG BLUE PF LP 47-1225569
5310 S ALSTON AVE STE 210DURHAMNC27713INVESTMENTSDEN/AN/A00
LYRICAL BLUE RL PT IV 47-1542108
32 N DEAN STENGLEWOODNJ07631INVESTMENTSDEN/AN/A00
BLACKWELL PARTNERS LLC - SERIES C - 81-1264533
280 S MANGUM ST STE 210DURHAMNC27701INVESTMENTSDEN/AN/A00
STRATUS SCP II INVESTORS - C LP
INVESTMENTSN/AN/A0050 LOTHIAN ROAD FESTIVAL SQUAREEDINBURGHUKEH3 9WJUK
ALTOS HYBRID D LLC - 47-3996176
2882 SAND HILL ROAD SUITE 100MENLO PARKCA94025INVESTMENTSDEN/AN/A00
BLACKWELL PARTNERS LLC - SERIES B - 47-2530719
280 S MANGUM ST STE 210DURHAMNC27701INVESTMENTSDEN/AN/A00
BLACKWELL PARTNERS LLC - SERIES D - 81-3385353
280 S MANGUM ST STE 210DURHAMNC27701INVESTMENTSDEN/AN/A00
BLACKWELL PARTNERS LLC - SERIES E - 81-1511048
280 S MANGUM ST STE 210DURHAMNC27701INVESTMENTSDEN/AN/A00
ALTOS HYBRID 2D LLC - 81-5176567
2882 SAND HILL ROAD SUITE 100MENLO PARKCA94025INVESTMENTSDEN/AN/A00
LYRICAL-BLUE 100 KINGSHIGHWAY PARTNERS LP
32 N DEAN STENGLEWOODNJ07631INVESTMENTSDEN/AN/A00823708328
WASHINGTON GOTHIC LP
593 WASHINGTON STREETWELLESLEYMA02482INVESTMENTSDEN/AN/A00834516893
DUKE TRIANGLE ENDOSCOPY CENTER LLC
1A BURTON HILLS BLVDNASHVILLETN37215HEALTHCARENCN/AN/A00204257024
DWELLWORKS CO-INVESTMENT LLC
7 TIMES SQUARE STE 4307NEW YORKNY10036INVESTMENTSDEN/AN/A00832165945
BEP LEGACY 1C LLC
1001 FANNIN ST STE 800HOUSTONTX77002INVESTMENTSDEN/AN/A00273871932
WELLINGTON TRUST CO NA - CTF OPP FIXED INC ALLOC II POR
280 CONGRESS STREETBOSTONMA02210INVESTMENTSDEN/AN/A00831264831
ENIAC SPECIAL DELTA LLC
604 MISSION STREET 10TH FLSAN FRANCISCOCA94105INVESTMENTSDEN/AN/A00842355221
STRATUS SCP III INVESTORS - GAMMA LP
INVESTMENTSN/AN/A0050 LOTHIAN ROAD FESTIVAL SQUAREEDINBURGHUKEH39WJUK
STRATUS SCP COINVESTMENT II - FIP-M
INVESTMENTSN/AN/A00RUA FUNCHAL 418 28 ANDAR VILA OLISAO PAULOBR04551-060BR
MANGUM LLC
280 S MANGUM STREET STE 210DURHAMNC27701INVESTMENTSNCN/AN/A00461275587
CPF HEARTBEAT HEALTH INV A LLC
980 N MICHIGAN AVENUE SUITE 1998CHICAGOIL60611INVESTMENTSDEN/AN/A00881279232
THRIVE CAPITAL PARTNERS IV SEGMENT LLC
295 LAFAYETTE STREETNEW YORKNY10012INVESTMENTSDEN/AN/A00474031040
MANGUM III LLC
280 S MANGUM STREET STE 210DURHAMNC27701INVESTMENTSDEN/AN/A00923565585
MANGUM III LLC - SERIES A
280 S MANGUM STREET STE 210DURHAMNC27701INVESTMENTSDEN/AN/A00923592240
RALLYDAY LF CO-INVESTORS LP
250 FILLMORE ST STE 225DENVERCO80206INVESTMENTSDEN/AN/A00932940647
CPF TRIAS INVESTMENT II LLC
980 N MICHIGAN AVENUE SUITE 1998CHICAGOIL60611INVESTMENTSDEN/AN/A00874204000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
DUKE CE LS INC
310 BLACKWELL STREETDURHAMNC27701202004016REAL ESTATENCN/AC0
DUKE CORP EDU INDIA PRIVATE
421672476CONSULTINGN/AC0ACADEMIC BLOCK NEW CAMPUSVASTRAPURAHMEDABADIN380015IN
DUKE CORPORATE EDUCATION LIM
421672476EDU CONSULTN/AC0165 FLEET STREETLONDONUKEC4A 2DYUK
DUKE CORPORATE EDUCATION RSA
421672476CONSULTINGN/AC0GROUND FLOOR TWICKEHNHAM BLDGBRYANSTONJOHANNESBURGSF02021SF
DUKE GLOBAL CONSULTING (KUNSHAN)
CONSULTINGN/AC01666 WEI CHEN NAN RDKUNSHAN PRKUNSHANCH215300CH
DUKE MEDICAL STRATEGIES INC
2200 WEST MAIN STREET STE 920DURHAMNC27705561993799HEALTHCARENCCYes (1)DUKE UNIVERSITY-$3,675$69,2321.00000
DUKE UNIVERSITY TOWER FUND
PO BOX 185PITTSBURGHPA152300185566147362INVESTMENTSPAN/AT0
DURHAM CASUALTY COMPANY LTD
980113277INSURANCEN/AC0AON HOUSE 30 WOODBOURNE AVEPEMBROKEBDHM 08BD
GOTHIC INTERNATIONAL LTD
INVESTMENTSN/AC0113 S CHURCH STREET QUEENSGATE HOUGRAND CAYMANCJKY1-1108CJ
MARATHON BLUE CAYMAN FUND
INVESTMENTSN/AC089 NEXUS WAY PO BOX 31106GRAND CAYMANCJKY1-1205CJ
GHI HOLDINGS MAURITIUS
INVESTMENTSN/AC09TH FL ORANGE TOWER CYBERCITYEBENEMPMP
GHI ERP LTD
INVESTMENTSN/AC09TH FL ORANGE TOWER CYBERCITYEBENEMPMP
GHI HSP LTD
INVESTMENTSN/AC09TH FL ORANGE TOWER CYBERCITYEBENEMPMP
GHI JBD LTD
INVESTMENTSN/AC09TH FL ORANGE TOWER CYBERCITYEBENEMPMP
GHI LTP LTD
INVESTMENTSN/AC09TH FL ORANGE TOWER CYBERCITYEBENEMPMP
DUKE CE (SEA) PRIVATE LIMITED
SUPPORTN/AC01 RAFFLES PLACE TOWER 2SINGAPORESN048616SN
MCP PRIVATE CAPITAL (FEEDER) FUND I LP
INVESTMENTSN/AC06 RUE GABRIEL LIPPMANNLUXEMBOURGLUL-5365LU
DUKE INDIA SERVICES PRIVATE LIMITED
MEDICAL RESEARCHN/AC0302 PRIDE ELITE 10 MUSEUM ROADBANGALOREKARNATAKAIN560001IN
HEALTH SYSTEM MEDICAL STRATEGIES INC
2200 W MAIN STREET STE 300DURHAMNC27705562222444HEALTHCARENCCYes (1)DUHS INC
DUKE GLOBAL GERMANY GMBH
EDUCATIONN/AC0ESCHERSHEIMER LANDSTR 14FRANKFURTGM60322GM
DUKE CE (SEA) PRIVATE LIMITED
SUPPORTN/AC01 RAFFLES PLACE TOWER 2SINGAPORESN048616SN
MEDBLUE INCUBATOR INC
410 MARTIN LUTHER KING BLVDCHAPEL HILLNC27514463181380CONSULTINGDEN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (17 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
DURHAM ASSET MANAGEMENT COMPANY
B$1,568,868FMV
DURHAM ASSET MANAGEMENT COMPANY
C$2,879,839FMV
DUKE GLOBAL INC
B$1,796,331FMV
DUKE GLOBAL INC
C$1,696,898FMV
DUKE MEDICINE GLOBAL SUPPORT CORPORATION
B$122,726FMV
DUKE UNIVERSITY PHILANTHROPIES INC
C$389,007FMV
RUTH K BROAD BIOMEDICAL RESEARCH FOUNDATION
C$892,069FMV
GOTHIC CORPORATION
R$651,651,625FMV
GOTHIC CORPORATION
S$1,427,503,584FMV
DUKE UNIVERSITY HEALTH SYSTEM INC
S$235,308,288FMV
DUMAC INC
R$17,268,703FMV
DUKE SCHOLARLY EXHIBITS INC
B$127,000FMV
INNOVATIONS IN HEALTHCARE INC
B$260,713FMV
THE CENTER FOR DOCUMENTARY STUDIES
B$1,240,871FMV
DUKE GIFT PROPERTIES INC
C$265,648FMV
DUKE ALUMNI ASSOCIATION INC
S$1,336,025FMV
THE CENTER FOR DOCUMENTARY STUDIES
S$38,065,612FMV