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Fund Established By Will Of Nanaline H Duke For Duke Universit

  • Charlotte, NC
  • Tax-exempt since March 1973
  • EIN: 23-7270511

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.8M (2023)

Expenses
$1.83M (2023)

Total Assets
$48.8M (2023)

Total Liabilities
$64.2k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,797,444
Expenses
$1,834,684
Net Income
-$37,240
Net Assets
$48,754,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,140,385
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$342,941
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $64,215
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,818,898
Total Liabilities $64,215
Net Assets $48,754,683
Compensation
Key Employees and Officers Compensation Related Other
Charles C Lucas Iii (Chair) $4,281 $183,495 $5,450
Jean G Spaulding (Vice Chair) $4,281 $183,495 $5,451
Dennis M Campbell (Vice Chair) $4,281 $183,495 $5,450
William Barnet Iii (Trustee) $4,281 $183,495 $5,450
John Fav Cecil (Trustee) $4,281 $183,495 $5,450
Ravenel B Curry Iii (Trustee) $4,281 $183,495 $5,450
Pamela L Davies (Trustee) $4,281 $183,495 $5,450
Harris E Deloach Jr (Trustee) $4,281 $183,495 $5,450
Allyson K Duncan (Trustee) $4,281 $183,495 $5,450
Constance F Gray (Trustee) $4,281 $183,495 $5,450
J Trent Jones (Trustee) $4,281 $183,495 $5,450
Clarence G Newsome (Trustee) $4,281 $183,495 $5,451
Minor M Shaw (Trustee) $4,281 $183,495 $5,451
Kenneth D Weeks Jr (Trustee) $4,281 $183,495 $5,451
Judy Woodruff (Trustee) $4,281 $183,495 $5,451
Rhett N Mabry (President) $0 $706,832 $268,493
Karen H Rogers (Cfo, Treasurer & Secretary) $0 $406,047 $89,935
Susan L Mcconnell (Vp & Dir. Of Hr & Higher Ed) $0 $404,502 $60,790
William F Bacon (Vp & Director Of Evaluation) $0 $377,458 $88,379
K Todd Walker (Director Of Investments) $0 $395,458 $81,585
Phillip Redmond Jr (Dir Of Child & Family Well Being) $0 $346,619 $57,631
Linwood Hollowell (Director Of Health Care) $0 $341,272 $71,856
Meka S Sales (Director Of Si) $0 $327,959 $75,134
Robert Webb (Director Of Rural Church) $0 $344,798 $57,905
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990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,890,020
Expenses
$1,814,191
Net Income
$75,829
Net Assets
$50,585,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,930,820
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$40,800
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $57,930
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,643,596
Total Liabilities $57,930
Net Assets $50,585,666
Compensation
Key Employees and Officers Compensation Related Other
Charles C Lucas Iii (Chair) $3,862 $169,897 $5,436
Jean G Spaulding (Vice Chair) $3,862 $169,897 $5,436
Dennis M Campbell (Vice Chair) $3,862 $169,897 $5,436
William Barnet Iii (Trustee) $3,862 $169,897 $5,436
John Fav Cecil (Trustee) $3,862 $169,897 $5,436
Ravenel B Curry Iii (Trustee) $3,862 $169,897 $5,436
Pamela L Davies (Trustee) $3,862 $169,897 $5,436
Harris E Deloach Jr (Trustee) $3,862 $169,897 $5,436
Allyson K Duncan (Trustee) $3,862 $169,897 $5,436
Constance F Gray (Trustee) $3,862 $169,897 $5,436
J Trent Jones (Trustee) $3,862 $169,897 $5,436
Clarence G Newsome (Trustee) $3,862 $169,897 $5,436
Minor M Shaw (Trustee) $3,862 $169,897 $5,436
Kenneth D Weeks Jr (Trustee) $3,862 $169,897 $5,436
Judy Woodruff (Trustee) $3,862 $169,897 $5,436
Rhett N Mabry (President) $0 $665,767 $242,412
Karen H Rogers (Cfo, Treasurer & Secretary) $0 $388,114 $92,968
Susan L Mcconnell (Vp & Dir. Of Hr & Higher Ed) $0 $386,169 $64,431
William F Bacon (Vp & Director Of Evaluation) $0 $346,504 $71,094
K Todd Walker (Director Of Investments) $0 $387,961 $85,275
Phillip Redmond Jr (Dir Of Child & Family Well) $0 $328,647 $53,800
Linwood Hollowell (Director Of Health Care) $0 $328,391 $55,950
Robert Webb (Director Of Rural Church) $0 $328,976 $45,409
Meka S Sales (Dir Of Si) $0 $319,971 $61,829
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990
Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,653,740
Expenses
$1,813,347
Net Income
-$159,607
Net Assets
$54,986,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,514,945
91.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $138,795
8.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,440
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,031,129
Total Liabilities $44,440
Net Assets $54,986,689
Compensation
Key Employees and Officers Compensation Related Other
Minor M Shaw (Chair) $3,030 $162,266 $5,178
Jean G Spaulding (Vice Chair) $3,030 $162,266 $5,178
Dennis M Campbell (Vice Chair) $3,030 $162,266 $5,178
William Barnet Iii (Trustee) $3,030 $162,266 $5,178
John Fav Cecil (Trustee) $3,030 $162,266 $5,178
Ravenel B Curry Iii (Trustee) $3,030 $162,266 $5,178
Harris E Deloach Jr (Trustee) $3,030 $162,266 $5,178
Constance F Gray (Trustee) $3,030 $162,266 $5,178
J Trent Jones (Trustee) $3,030 $162,266 $5,178
Charles C Lucas Iii (Trustee) $3,030 $162,266 $5,178
Clarence G Newsome (Trustee) $3,030 $162,266 $5,178
Kenneth D Weeks Jr (Trustee) $3,030 $162,266 $5,178
Judy Woodruff (Trustee) $3,030 $162,266 $5,178
Pamela L Davies (Trustee) $3,030 $162,266 $5,178
Thomas S Kenan Iii (Trustee (Thru 6/2021)) $1,515 $81,133 $5,178
Allyson K Duncan (Trustee (As Of 11/2021)) $505 $27,044 $5,178
Rhett N Mabry (President) $0 $635,264 $348,259
Karen H Rogers (Cfo, Treasurer & Secretary) $0 $377,959 $117,114
Susan L Mcconnell (Vp & Dir. Of Hr & Higher Ed) $0 $374,327 $87,359
William F Bacon (Vp & Director Of Evaluation) $0 $315,622 $76,147
K Todd Walker (Director Of Investments) $0 $376,756 $104,559
Phillip Redmond Jr (Dir Of Child & Family Well) $0 $318,398 $55,527
Linwood Hollowell (Director Of Health Care) $0 $316,485 $57,435
Robert Webb (Director Of Rural Church) $0 $323,134 $31,849
Meka S Sales (Dir Of Si) $0 $288,893 $61,437
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990
Filed on Nov. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,656,628
Expenses
$1,759,904
Net Income
-$103,276
Net Assets
$40,931,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,461,794
88.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $194,834
11.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $43,373
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,974,828
Total Liabilities $43,373
Net Assets $40,931,455
Compensation
Key Employees and Officers Compensation Related Other
Minor M Shaw (Chair) $2,924 $160,290 $4,259
Jean G Spaulding (Vice Chair) $2,924 $160,290 $4,259
Dennis M Campbell (Vice Chair) $2,924 $160,290 $4,259
William Barnet Iii (Trustee) $2,924 $160,290 $4,259
John Fav Cecil (Trustee) $2,924 $160,290 $4,259
Ravenel B Curry Iii (Trustee) $2,924 $160,290 $4,259
Harris E Deloach Jr (Trustee) $2,924 $160,290 $4,259
Constance F Gray (Trustee) $2,924 $160,290 $4,259
J Trent Jones (Trustee) $2,924 $160,290 $4,259
Thomas S Kenan Iii (Trustee) $2,924 $160,290 $4,259
Charles C Lucas Iii (Trustee) $2,924 $160,290 $4,259
Clarence G Newsome (Trustee) $2,924 $160,290 $4,259
Kenneth D Weeks Jr (Trustee) $2,924 $160,290 $4,259
Judy Woodruff (Trustee) $2,924 $160,290 $4,259
Pamela L Davies (Trustee (As Of 3/2020)) $2,437 $133,575 $4,259
Rhett N Mabry (President) $0 $601,031 $329,408
Karen H Rogers (Cfo & Treasurer) $0 $360,192 $116,069
K Todd Walker (Director Of Investments) $0 $362,467 $104,627
Susan L Mcconnell (Director Of Hr & Higher Ed) $0 $354,478 $86,067
Phillip Redmond Jr (Dir Of Child & Family Well Being) $0 $305,184 $52,472
Linwood Hollowell (Director Of Health Care) $0 $300,756 $54,407
Robert Webb (Director Of Rural Church) $0 $306,773 $30,986
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990
Filed on Nov. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,661,639
Expenses
$1,396,445
Net Income
$265,194
Net Assets
$38,260,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,394,744
83.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $266,895
16.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $38,301,472
Total Liabilities $41,370
Net Assets $38,260,102
Compensation
Key Employees and Officers Compensation Related Other
William Barnet Iii (Trustee) $2,789 $157,443 $3,734
Dennis M Campbell (Vice Chair) $2,789 $157,443 $3,734
John Fav Cecil (Trustee) $2,789 $157,443 $3,734
Ravenel B Curry Iii (Trustee) $2,789 $157,443 $3,734
Harris E De Loach Jr (Trustee) $2,789 $157,443 $3,734
Constance F Gray (Trustee) $2,789 $157,443 $3,734
J Trent Jones (Trustee) $2,789 $157,443 $3,734
Thomas S Kenan Iii (Trustee) $2,789 $157,443 $3,734
Charles C Lucas Iii (Trustee) $2,789 $157,443 $3,734
Minor M Shaw (Chair) $2,789 $157,443 $3,734
Jean G Spaulding (Vice Chair) $2,789 $157,443 $3,734
Kenneth D Weeks Jr (Trustee) $2,789 $157,443 $3,734
Judy Woodruff (Trustee) $2,789 $157,443 $3,734
Cg Newsome (Trustee) $2,789 $157,443 $3,734
Wilhelmina M Reuben C (Trustee (Thru 10/19)) $2,324 $131,203 $3,734
Rhett N Mabry (President) $0 $554,487 $227,576
K Todd Walker (Director Of Investments) $0 $331,135 $80,005
Karen H Rogers (Cfo And Treasurer) $0 $320,274 $83,008
Susan L Mc Connell (Director Of Hr & Higher Ed.) $0 $309,869 $51,418
Linwood Hollowell (Dir. Of Health Care Division) $0 $261,020 $52,713
Phillip Redmond Jr (Director Child Care Division) $0 $262,234 $51,300
Robert Webb Iii (Director Rural Church Division) $0 $269,690 $29,285
Arthur E Morehead Iv (Vp & Gc & Sec. (Thru 02/19)) $0 $84,171 $44,354
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990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,541,774
Expenses
$1,401,053
Net Income
$140,721
Net Assets
$35,586,672
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,342,168
87.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $199,606
12.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $39,589
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,626,261
Total Liabilities $39,589
Net Assets $35,586,672
Compensation
Key Employees and Officers Compensation Related Other
William Barnet Iii (Trustee) $2,684 $153,686 $3,557
Dennis M Campbell (Vice Chairman) $2,684 $153,686 $3,557
John Fav Cecil (Trustee) $2,684 $153,686 $3,557
Ravenel B Curry Iii (Trustee) $2,684 $153,866 $3,557
Harris E De Loach Jr (Trustee) $2,684 $153,686 $3,557
Constance F Gray (Trustee) $2,684 $153,686 $3,557
J Trent Jones (Trustee) $2,684 $153,686 $3,557
Thomas S Kenan Iii (Trustee) $2,684 $153,886 $3,558
Charles C Lucas Iii (Trustee) $2,684 $153,686 $3,558
Wilhelmina M Reuben Cooke (Trustee) $2,684 $153,686 $3,558
Minor M Shaw (Chairman) $2,684 $153,686 $3,558
Jean G Spaulding (Vice Chairman) $2,684 $153,686 $3,558
Kenneth D Weeks Jr (Trustee) $2,684 $153,686 $3,558
Judy Woodruff (Trustee) $2,684 $153,686 $3,558
C G Newsome (Trustee (As Of 04/18)) $2,013 $115,265 $3,558
Rhett N Mabry (President) $0 $522,308 $161,372
Arthur E Morehead Iv (Vp & General Counsel & Sec.) $0 $328,116 $53,525
Karen H Rogers (Cfo And Treasurer) $0 $303,311 $68,471
K Todd Walker (Director Of Investments) $0 $310,815 $67,951
Susan L Mc Connell (Director Of Hr & Higher Ed.) $0 $284,134 $39,292
Robert Webb (Director Rural Church Division) $0 $250,536 $28,048
William Bacon (Director Of Evaluation) $0 $234,463 $52,223
Linwood Hollowell (Dir. Of Health Care Division) $0 $232,891 $50,939
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990
Filed on Nov. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,506,885
Expenses
$1,499,493
Net Income
$7,392
Net Assets
$35,368,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,342,000
89.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $164,885
10.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $39,365
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,407,595
Total Liabilities $39,365
Net Assets $35,368,230
Compensation
Key Employees and Officers Compensation Related Other
William Barnet Iii (Trustee) $2,684 $150,475 $3,741
Dennis M Campbell (Vice Chairman) $2,684 $150,475 $3,741
John Fav Cecil (Trustee) $2,684 $150,475 $3,741
Ravenel B Curry Iii (Trustee) $2,684 $150,475 $3,741
Harris E De Loach Jr (Trustee) $2,684 $150,475 $3,741
Constance F Gray (Trustee) $2,684 $150,475 $3,742
Mary Duke Trent Jones (Vice Chairman) $2,684 $150,475 $3,742
Thomas S Kenan Iii (Trustee) $2,684 $150,475 $3,742
Charles C Lucas Iii (Trustee) $2,684 $150,475 $3,742
Wilhelmina M Reuben Cooke (Trustee) $2,684 $150,475 $3,742
Minor M Shaw (Chairman) $2,684 $150,475 $3,742
Jean G Spaulding (Trustee) $2,684 $150,475 $3,742
Kenneth D Weeks Jr (Trustee) $2,684 $150,475 $3,742
Judy Woodruff (Trustee) $2,684 $150,475 $3,742
Russell M Robinson Ii (Trustee (Thru 6/2017)) $1,342 $75,238 $0
J Trent Jones (Trustee (As Of 11/2017)) $447 $25,079 $0
Rhett N Mabry (President) $0 $487,274 $159,065
Arthur E Morehead Iv (Vp/Gen. Counsel/Secretary) $0 $308,507 $52,293
Karen H Rogers (Cfo & Treasurer) $0 $292,852 $68,490
K Todd Walker (Director Of Investments) $0 $298,404 $67,240
Susan L Mc Connell (Director Of Hr & Higher Ed) $0 $267,541 $38,187
Robert Webb (Director Rural Church Division) $0 $241,717 $27,782
William Bacon (Director Of Evaluation) $0 $228,572 $50,082
Linwood Hollowell (Dir. Of Health Care Division) $0 $225,113 $48,935
Mary L Piepenbring (Former Vp & Dir., Health Care) $0 $519,815 $0
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990
Filed on Nov. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,293,141
Expenses
$1,299,077
Net Income
-$5,936
Net Assets
$32,992,432
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,282,135
99.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,006
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $38,400
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,030,832
Total Liabilities $38,400
Net Assets $32,992,432
Compensation
Key Employees and Officers Compensation Related Other
William Barnet Iii (Trustee) $2,560 $148,603 $3,492
Dennis M Campbell (Vice Chairman) $2,560 $148,603 $3,492
John Fav Cecil (Trustee) $2,560 $148,603 $3,492
Ravenel B Curry Iii (Trustee) $2,560 $148,603 $3,492
Harris E De Loach Jr (Trustee) $2,560 $148,603 $3,492
Constance F Gray (Trustee) $2,560 $148,603 $3,492
Mary Duke Trent Jones (Vice Chairman) $2,560 $148,603 $3,492
Thomas S Kenan Iii (Trustee) $2,560 $148,603 $3,492
Charles C Lucas Iii (Trustee) $2,560 $148,603 $3,492
Wilhelmina M Reuben Cooke (Trustee) $2,560 $148,603 $3,492
Russell M Robinson Ii (Trustee) $2,560 $148,603 $3,492
Minor M Shaw (Chairman) $2,560 $148,603 $3,492
Jean G Spaulding (Trustee) $2,560 $148,603 $3,492
Kenneth D Weeks Jr (Trustee) $2,560 $148,603 $3,492
Judy Woodruff (Trustee) $2,560 $148,603 $3,492
Eugene W Cochrane Jr (President (Thru 7/1/2016)) $0 $485,392 $38,424
Rhett N Mabry Vp And (President (From 7/2/2016)) $0 $386,273 $125,900
Mary L Piepenbring (Vp & Dir. Health Care Division) $0 $541,906 $28,857
Terri W Honeycutt (Secretary (Thru 6/28/2016)) $0 $124,130 $29,429
Arthur E Morehead Iv (Vp/Gen. Counsel/Asst. Secy.) $0 $259,182 $50,831
Karen H Rogers (Cfo And Treasurer) $0 $265,820 $62,734
Phillip Redmond (Director Of Child Care) $0 $207,741 $46,496
Susan L Mcconnell (Director Of Human Resources) $0 $258,787 $35,378
Charity Perkins (Director Of Communications) $0 $204,729 $48,273
K Todd Walker (Director Of Investments) $0 $289,475 $62,179
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990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,546,786
Expenses
$1,299,005
Net Income
$247,781
Net Assets
$32,428,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,276,929
82.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $269,857
17.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $38,250
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,466,517
Total Liabilities $38,250
Net Assets $32,428,267
Compensation
Key Employees and Officers Compensation Related Other
William Barnet Iii (Trustee) $2,550 $148,434 $3,547
Dennis M Campbell (Vice Chairman) $2,550 $148,434 $3,547
John Fav Cecil (Trustee) $2,550 $148,434 $3,547
Ravenel B Curry Iii (Trustee) $2,550 $148,434 $3,547
Harris E De Loach Jr (Trustee) $2,550 $148,434 $3,547
Constance F Gray (Trustee) $2,550 $148,434 $3,547
Mary Duke Trent Jones (Vice Chairman) $2,550 $148,434 $3,547
Thomas S Kenan Iii (Trustee) $2,550 $148,434 $3,547
Charles C Lucas Iii (Trustee) $2,550 $148,434 $3,547
Wilhelmina M Reuben Cooke (Trustee) $2,550 $148,434 $3,547
Russell M Robinson Ii (Trustee) $2,550 $148,434 $3,547
Minor M Shaw (Chairman) $2,550 $148,434 $3,547
Jean G Spaulding (Trustee) $2,550 $148,434 $3,547
Kenneth D Weeks Jr (Trustee) $2,550 $148,434 $3,547
Judy Woodruff (Trustee) $2,550 $148,434 $3,547
Eugene W Cochrane Jr (President) $0 $561,834 $39,199
Rhett N Mabry Vp And (Director Child Care Division) $0 $306,937 $70,478
Mary L Piepenbring Vp And (Director Health Care Division) $0 $320,703 $63,329
Terri W Honeycutt (Secretary) $0 $107,544 $30,459
Arthur E Morehead Iv (Vice President & Gen Counsel) $0 $248,444 $47,973
Karen H Rogers (Cfo And Treasurer) $0 $230,393 $54,244
William Bacon (Director Of Evaluation) $0 $189,942 $45,024
Susan L Mcconnell (Director Of Human Resources) $0 $227,964 $32,552
Charity Perkins (Director Of Communications) $0 $187,399 $44,535
K Todd Walker (Director Of Investments) $0 $279,456 $57,336
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Document Links

990
Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,390,717
Expenses
$1,394,694
Net Income
-$3,977
Net Assets
$32,929,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,248,707
89.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $142,010
10.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $37,500
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,966,718
Total Liabilities $37,500
Net Assets $32,929,218
Compensation
Key Employees and Officers Compensation Related Other
William G Anlyan (Trustee) $2,500 $146,055 $1,711
William Barnet Iii (Trustee) $2,500 $146,055 $1,711
Dennis M Campbell (Vice Chairman) $2,500 $146,055 $1,711
Ravenel B Curry Iii (Trustee) $2,500 $146,055 $1,711
Harris E De Loach Jr (Trustee) $2,500 $146,055 $1,711
Constance F Gray (Trustee) $2,500 $146,055 $1,711
Mary Duke Trent Jones (Vice Chairman) $2,500 $146,055 $1,711
Thomas S Kenan Iii (Trustee) $2,500 $146,055 $1,711
Charles C Lucas Iii (Trustee) $2,500 $146,055 $1,711
Wilhelmina M Reuben Cooke (Trustee) $2,500 $146,055 $1,711
Russell M Robinson Ii (Trustee) $2,500 $146,055 $1,712
Minor M Shaw (Chairman) $2,500 $146,055 $1,712
Jean G Spaulding (Trustee) $2,500 $146,055 $1,712
Kenneth D Weeks Jr (Trustee) $2,500 $146,055 $1,712
Judy Woodruff (Trustee) $2,500 $146,055 $1,712
Eugene W Cochrane Jr (President) $0 $497,323 $37,350
Rhett N Mabry Vp And (Director Child Care Division) $0 $287,277 $64,146
Mary L Piepenbring Vp And (Director Health Care Division) $0 $297,646 $52,863
Terri W Honeycutt (Secretary) $0 $109,820 $20,712
Arthur E Morehead Iv (Vice President & Gen Counsel) $0 $260,102 $44,275
Karen H Rogers (Treasurer) $0 $217,874 $44,804
William Bacon (Director Of Evaluation) $0 $169,440 $41,356
Susan L Mcconnell (Director Of Human Resources) $0 $214,528 $26,981
Charity Perkins (Director Of Communications) $0 $182,643 $42,281
K Todd Walker (Director Of Investments) $0 $268,589 $53,823
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990
Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,378,983
Expenses
$888,403
Net Income
$490,580
Net Assets
$31,464,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,173,102
85.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $205,881
14.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $35,190
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,499,694
Total Liabilities $35,190
Net Assets $31,464,504
Compensation
Key Employees and Officers Compensation Related Other
William G Anlyan (Trustee) $2,346 $143,949 $4,979
William Barnet Iii (Trustee) $2,346 $143,949 $4,979
Dennis M Campbell (Vice Chairman) $2,346 $143,949 $4,979
Ravenel B Curry Iii (Trustee) $2,346 $143,949 $4,979
Harris E Deloach Jr (Trustee) $2,346 $143,949 $4,979
Constance F Gray (Trustee) $2,346 $143,949 $4,979
Mary Duke Trent Jones (Vice Chairman) $2,346 $143,949 $4,980
Thomas S Kenan Iii (Trustee) $2,346 $143,949 $4,980
Charles C Lucas Iii (Trustee) $2,346 $143,949 $4,980
Wilhelmina M Reuben Cooke (Trustee) $2,346 $143,949 $4,980
Russell M Robinson Ii (Trustee) $2,346 $143,949 $4,980
Minor M Shaw (Chairman) $2,346 $143,949 $4,980
Jean G Spaulding (Trustee) $2,346 $143,949 $4,980
Kenneth D Weeks Jr (Trustee) $2,346 $143,949 $4,980
Judy Woodruff (Trustee) $2,346 $143,949 $4,980
Eugene W Cochrane Jr (President) $0 $1,895,575 $39,133
Rhett N Mabry Vp And (Director Child Care Division) $0 $276,258 $57,368
Mary L Piepenbring Vp And (Direcotr Health Care Division) $0 $287,666 $42,028
Terri W Honeycutt (Secretary) $0 $96,946 $21,923
Arthur E Morehead Iv (Vice President & Gen Counsel) $0 $244,175 $43,738
Karen H Rogers (Treasurer) $0 $200,054 $42,115
Susan L Mcconnell (Director Of Human Resources) $0 $184,847 $42,167
Charity Perkins (Director Of Communications) $0 $162,446 $40,941
Phillip H Redmond Jr (Associate Director Child Care) $0 $161,672 $39,051
K Todd Walker (Director Of Investments) $0 $258,426 $50,453
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Document Links

990
Filed on Nov. 13, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,428,211
Expenses
$695,797
Net Income
$732,414
Net Assets
$28,187,183
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,087,651
76.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $340,560
23.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $31,356
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $28,218,539
Total Liabilities $31,356
Net Assets $28,187,183

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,389,077
Expenses
$1,593,251
Net Income
-$204,174
Net Assets
$25,923,350
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,047,782
75.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $341,295
24.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $31,440
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,980,325
Total Liabilities $56,975
Net Assets $25,923,350

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,274,448
Expenses
$693,534
Net Income
$580,914
Net Assets
$26,033,017
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,037,979
81.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $236,469
18.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $31,140
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,188,229
Total Liabilities $155,212
Net Assets $26,033,017

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated