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Nonprofit · EIN 41-6032057

JOSEPH C AND LILLIAN A DUKE FOUNDATION

Tax-exempt · MINNEAPOLIS, MN 55402

Financials

$88K$136K2023$151K$174K2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH C AND LILLIAN A DUKE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$151,485$174,254-$22,769$1,312,635$0$1,312,635
December 31, 2023990-PF$88,227$135,627-$47,400$1,335,008$0$1,335,008
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$77,667
Dividends
$47,860
Net gain from sales of assets
$25,849
Other income
$109

Expenses

Grants and similar amounts paid
$145,000
Compensation of officers, directors and key employees
$4,000
Disbursements for charitable purposes
$153,116
Excise tax on investment income
$732

Balance sheet and other

Total assets, start of year
$1,335,008
Total assets, end of year
$1,312,635
Total liabilities, end of year
$0
Net assets, end of year
$1,312,635
Fair market value of assets
$1,771,440
Qualifying distributions
$153,116
Net investment income
$73,781

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KAY ROSS
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
PRESIDENT4$1,000
SHEHLA TAUSCHER
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR4$1,000
ALISON MIDDEN
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR4$1,000
KIM DEBAERE
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
TREASURER4$1,000
KAREN BASSET
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
SECRETARY4$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
KAY ROSS
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
PRESIDENT4$1,000
SHEHLA TAUSCHER
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR4$1,000
ALISON MIDDEN
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR4$1,000
KIM DEBAERE
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
TREASURER4$1,000
KAREN BASSET
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
SECRETARY4$0

Address and contacts

Address (IRS master file)
800 NICOLLET MALL, MINNEAPOLIS, MN 55402-7000
In care of
% FIRST TRUST COMPANY OF ST PAUL
Signed the 990-PF
KAY ROSS, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-6032057
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,312,635
Income (IRS master file)
$450,810

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$151,485$174,254$1,312,635XML
990-PFDecember 2023$88,227$135,627$1,335,008XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 41-6032057).

Questions about JOSEPH C AND LILLIAN A DUKE FOUNDATION

What is the EIN of JOSEPH C AND LILLIAN A DUKE FOUNDATION?
The employer identification number (EIN) of JOSEPH C AND LILLIAN A DUKE FOUNDATION is 41-6032057.
Is JOSEPH C AND LILLIAN A DUKE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to JOSEPH C AND LILLIAN A DUKE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH C AND LILLIAN A DUKE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH C AND LILLIAN A DUKE FOUNDATION 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 JOSEPH C AND LILLIAN A DUKE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOSEPH C AND LILLIAN A DUKE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 4 received compensation from the organization, the highest $1,000 (KAY ROSS, PRESIDENT).
How much revenue does JOSEPH C AND LILLIAN A DUKE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $151,485, expenses of $174,254 and total assets of $1,312,635 at year end.

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