Nonprofit · EIN 13-6113895
ANGIER B DUKE MEMORIAL INC TERM
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,985,881 | $1,565,859 | $420,022 | $41,932,115 | $0 | $41,932,115 |
| December 31, 2023 | 990 | $1,516,394 | $1,566,890 | -$50,496 | $41,154,055 | $0 | $41,154,055 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,985,881
- Net gain from sales of assets
- $19,834
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,500,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,400
- Program services (functional)
- $1,500,000
- Management and general (functional)
- $65,859
Balance sheet and other
- Total assets, start of year
- $41,154,055
- Total assets, end of year
- $41,932,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $41,932,115
- Net assets with donor restrictions
- $41,932,115
- Gross unrelated business income
- -$88
- Gross receipts
- $1,985,881
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1925
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RHETT N MABRY | PRESIDENT Officer | 0.25 | $0 | $731,244 | $401,136 |
| KAREN H ROGERS | CFO, TREASURER & SECRETARY Officer | 0.25 | $0 | $417,566 | $100,740 |
| K TODD WALKER | DIRECTOR OF INVESTMENTS Highest-paid employee | 0.5 | $0 | $409,260 | $92,366 |
| WILLIAM F BACON | VP & DIRECTOR OF EVALUATION Officer | 0.25 | $0 | $408,781 | $88,714 |
| SUSAN L MCCONNELL | VP & DIR. OF HR Officer | 0.5 | $0 | $414,011 | $80,842 |
| LINWOOD HOLLOWELL | DIRECTOR OF HEALTH CARE Highest-paid employee | 0.25 | $0 | $347,353 | $76,823 |
| MEKA S SALES | DIRECTOR OF SI Highest-paid employee | 0.25 | $0 | $333,477 | $81,321 |
| ROBERT WEBB | DIRECTOR OF RURAL CHURCH Highest-paid employee | 0.25 | $0 | $346,086 | $63,327 |
| PHILLIP REDMOND JR | DIR. OF CHILD & FAMILY WELL-BEING Highest-paid employee | 0.25 | $0 | $349,531 | $59,252 |
| CHARLES C LUCAS III | CHAIR Trustee or director, Officer | 0.5 | $0 | $195,732 | $5,725 |
| JUDY WOODRUFF | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,725 |
| CLARENCE G NEWSOME | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,725 |
| MINOR M SHAW | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,725 |
| JEAN G SPAULDING | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $195,732 | $5,725 |
| PAMELA L DAVIES | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
10 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J TRENT JONES | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
| CONSTANCE F GRAY | TRUSTEE (RETIRED ON 12/31/2024) Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
| JOHN FAV CECIL | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
| RAVENEL B CURRY III | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
| HARRIS E DELOACH JR | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
| WILLIAM BARNET III | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
| ALLYSON K DUNCAN | TRUSTEE Trustee or director | 0.5 | $0 | $195,732 | $5,724 |
| DENNIS M CAMPBELL | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $195,732 | $5,724 |
| KENNETH D WEEKS JR | TRUSTEE (RETIRED ON 5/31/2024) Trustee or director | 0.5 | $0 | $81,555 | $5,725 |
| CAMMIE R HAUPTFUHRER | TRUSTEE (ELECTED ON 10/8/2024) Trustee or director | 0.5 | $0 | $48,933 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RHETT N MABRY | PRESIDENT Officer | 0.25 | $0 | $706,832 | $268,493 |
| KAREN H ROGERS | CFO, TREASURER & SECRETARY Officer | 0.25 | $0 | $406,047 | $89,935 |
| K TODD WALKER | DIRECTOR OF INVESTMENTS Highest-paid employee | 0.5 | $0 | $395,458 | $81,585 |
| WILLIAM F BACON | VP & DIRECTOR OF EVALUATION Officer | 0.25 | $0 | $377,458 | $88,379 |
| SUSAN L MCCONNELL | VP & DIR. OF HR & HIGHER ED Officer | 0.5 | $0 | $404,502 | $60,790 |
| LINWOOD HOLLOWELL | DIRECTOR OF HEALTH CARE Highest-paid employee | 0.25 | $0 | $341,272 | $71,856 |
| PHILLIP REDMOND JR | DIR. OF CHILD & FAMILY WELL-BEING Highest-paid employee | 0.25 | $0 | $346,619 | $57,631 |
| MEKA S SALES | DIRECTOR OF SI Highest-paid employee | 0.25 | $0 | $327,959 | $75,134 |
| ROBERT WEBB | DIRECTOR OF RURAL CHURCH Highest-paid employee | 0.25 | $0 | $344,798 | $57,905 |
| JEAN G SPAULDING | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $187,776 | $5,451 |
| CLARENCE G NEWSOME | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,451 |
| MINOR M SHAW | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,451 |
| KENNETH D WEEKS JR | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,451 |
| JUDY WOODRUFF | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,451 |
| CHARLES C LUCAS III | CHAIR Trustee or director, Officer | 0.5 | $0 | $187,776 | $5,450 |
| DENNIS M CAMPBELL | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $187,776 | $5,450 |
| WILLIAM BARNET III | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
| JOHN FAV CECIL | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
| RAVENEL B CURRY III | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
| PAMELA L DAVIES | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
| HARRIS E DELOACH JR | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
| ALLYSON K DUNCAN | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
| CONSTANCE F GRAY | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
| J TRENT JONES | TRUSTEE Trustee or director | 0.5 | $0 | $187,776 | $5,450 |
Address and contacts
- Address (IRS master file)
- 800 E MOREHEAD ST, CHARLOTTE, NC 28202-2706
- In care of
- % KAREN H ROGERS
- Principal officer (990 for 2024)
- KAREN H ROGERS, 800 EAST MOREHEAD STREET, CHARLOTTE, NC 28202
- Signed the 990
- KAREN H ROGERS, CFO & TREASURER
- Phone
- (704) 376-0291
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
TO DEVELOP SCHOLARSHIPS AND TO PROMOTE AND FURTHER THE ARTS, SCIENCES, AND PROFESSIONS AT DUKE UNIVERSITY AND FOR THAT PURPOSE TO ESTABLISH SCHOLARSHIPS AND TO ASSIST WORTHY STUDENTS AT THE UNIVERSITY.
Program accomplishments
- THE ANGIER B. DUKE MEMORIAL, INC. IS A NONPROFIT MEMBERSHIP CORPORATION ESTABLISHED IN 1925 TO DEVELOP SCHOLARSHIPS AND TO PROMOTE AND FURTHER THE ARTS, SCIENCES, AND PROFESSIONS AND TO ASSIST WORTHY STUDENTS. THE MEMORIAL LIMITS ITS ASSISTANCE FOR THESE PURPOSES TO DUKE UNIVERSITY. AT DUKE, THE MEMORIAL CONTRIBUTES TO THE ANGIER B. DUKE MEMORIAL SCHOLARSHIP PROGRAM OF DUKE UNIVERSITY WHICH AWARDS SCHOLARSHIPS TO INDIVIDUALS WITH DEMONSTRATED ACADEMIC AND PERSONAL ACHIEVEMENT AND OUTSTANDING PROMISE OF SUCCESS IN THEIR CHOSEN FIELDS. AWARDS CONSIST OF FULL TUITION; SIX WEEKS OF SUMMER STUDY AT NEW COLLEGE, OXFORD; THE OPTION OF TWO SEMESTERS OF STUDY ABROAD OR ELSEWHERE IN THE U.S.; AND IN SOME CASES ADDITIONAL FINANCIAL ASSISTANCE, IF THERE IS DEMONSTRATED NEED.Expenses $1,500,000 · grants $1,500,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6113895
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $41,932,115
- Income (IRS master file)
- $1,985,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,985,881 | $1,565,859 | $41,932,115 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,516,394 | $1,566,890 | $41,154,055 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,558,800 | $1,052,642 | $42,735,438 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6113895).
Questions about ANGIER B DUKE MEMORIAL INC TERM
- What is the EIN of ANGIER B DUKE MEMORIAL INC TERM?
- The employer identification number (EIN) of ANGIER B DUKE MEMORIAL INC TERM is 13-6113895.
- Is ANGIER B DUKE MEMORIAL INC TERM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ANGIER B DUKE MEMORIAL INC TERM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ANGIER B DUKE MEMORIAL INC TERM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANGIER B DUKE MEMORIAL INC TERM due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANGIER B DUKE MEMORIAL INC TERM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ANGIER B DUKE MEMORIAL INC TERM?
- The 990 for the year ended December 31, 2024 names KAREN H ROGERS.
- Who are the officers and directors of ANGIER B DUKE MEMORIAL INC TERM?
- The 990 for the year ended December 31, 2024 lists 25 people; 0 received compensation from the organization.
- How much revenue does ANGIER B DUKE MEMORIAL INC TERM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,985,881, expenses of $1,565,859 and total assets of $41,932,115 at year end.
Other nonprofits in CHARLOTTE
- HEARTS UNITED FOR GOOD INC EIN 46-5287924 · last filed 990 for 2025
- ADVANCED HOME CARE INC EIN 56-1844651 · last filed 990 for 2025
- SAMARITAN ADULT HEALTH CARE CENTER EIN 56-2242788
- XANDERS ACTS OF KINDNESS FOUNDATION EIN 88-2605591 · last filed 990-EZ for 2024
- CAROLINA BROTHERHOOD INC EIN 46-3236101 · last filed 990-EZ for 2024
- NEW DAY PICTURES INTERNATIONAL INC EIN 54-1549567 · last filed 990-EZ for 2025
- PHILANTHROPY CIRCLE 365 INC EIN 47-1121472 · last filed 990-N for 2025
- CHARLOTTE CAMERA CLUB EIN 56-2155866 · last filed 990-N for 2024