Tax-exempt organization ยท Files a Form 5500
DUKE ENDOWMENT
800 E MOREHEAD ST, CHARLOTTE, NC 28202-2706
EIN
56-0529965
Tax-exempt status
501(c)(3) charitable, religious, educational
IRS · 2026-09
Deductibility
Contributions are deductible
IRS · 2026-09
Foundation classification
Private non-operating foundation
IRS · 2026-09
IRS ruling date
1938-05
IRS · 2026-09
Latest tax period on file
2024-12
IRS · 2026-09
Assets (latest 990)
$3,567,263,777
IRS · 2026-09
Benefit plan 1, 2024 filing
THE DUKE ENDOWMENT EMPLOYEES' RETIREMENT PLAN
DOL · 2025-07-08
Participants (start of year)
70
DOL · 2025-07-08
Plan features
Defined benefit (cash balance)
DOL · 2025-07-08
Plan type
Single-employer plan
DOL · 2025-07-08
Business code (NAICS)
813000
DOL · 2025-07-08
Benefit plan 2, 2024 filing
THE DUKE ENDOWMENT EMPLOYEES' 401(K) PLAN
DOL · 2025-06-12
Participants (start of year)
67
DOL · 2025-06-12
Plan assets (end of year)
$19,842,956
DOL · 2025-06-12