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Guide to the Doris Duke papers on the Duke Endowment, 1925-2001, bulk 1956-1993

Abstract

Doris Duke's father, James Buchanan (J.B.) Duke, established the Duke Endowment as a perpetual charitable trust in 1924. Mr. Duke designed the fund to be both flexible and enduring, but limited its efforts to the Carolinas and to four program areas: child care, health care, higher education, and rural churches. Miss Duke became a trustee of the Endowment in 1933.

The collection spans the years 1925 to 2001, with the bulk dating from 1956 through 1993. Collection materials primarily document the administrative business of the Endowment and include correspondence, news stories, meeting materials, financial statements, legal records, reports, and proposals. Many of the materials relate specifically to the Endowment's interests in private university education and health care.

Descriptive Summary

Repository
David M. Rubenstein Rare Book & Manuscript Library, Duke University
Creator
Duke, Doris, 1912-1993
Title
Doris Duke papers on the Duke Endowment 1925-2001, bulk 1956-1993
Language of Material
English
Extent
3.2 Linear Feet, 2,400 Items
Location
For current information on the location of these materials, please consult the Library's online catalog.

Collection Overview

The Doris Duke papers on The Duke Endowment (formerly DE.10) are part of the Doris Duke Charitable Foundation Historical Archives which were donated to the Duke University. David M. Rubenstein Rare Book & Manuscript Library by the Doris Duke Charitable Foundation. The collection spans the years 1925 to 2001, although the bulk of materials date from 1956 through 1993. Doris Duke served as a trustee of the Endowment from 1933 until her death in 1993. Collection materials primarily document the administrative business of the Endowment and include correspondence, invitations and solicitations, news stories, meeting materials, financial statements, legal records, reports, and proposals. Many of the materials relate specifically to the Endowment's interests in private university education and health care. Of particular interest are 21 published annual reports for years between 1939 and 2001, which detail efforts and expenditures in the four program areas J.B. Duke prescribed. The reports include personal stories, examinations of pressing issues, and photos of beneficiaries in later years, and the 1973 issue contains a 50th anniversary tribute to J.B. Duke and the Endowment.

Administrative Information

A majority of collections are stored off site and must be requested at least 48 business hours in advance for retrieval. Contact Rubenstein Library staff before visiting. Read More »

warning Access Restrictions

Access to portions of the records of The Duke Endowment is restricted. The Annual Report and other publications of The Duke Endowment or its divisions are open for research. Access to all other materials is restricted to trustees, officers, and staff of The Endowment and to researchers who have received prior written permission from The Endowment's president, chairman, or their designated representative. In addition, any researchers who are granted access to the materials must sign a statement indicating that they will not release the following information without prior written consent of the concerned individual or institution: (a) personally identifiable information about any living individual; or (b) institutionally identifiable information less than twenty-five years old about any institution still in existence.

Researchers must register and agree to copyright and privacy laws before using this collection.

All or portions of this collection may be housed off-site in Duke University's Library Service Center. The library may require up to 48 hours to retrieve these materials for research use.

Please contact Research Services staff before visiting the David M. Rubenstein Rare Book & Manuscript Library to use this collection.

warning Use Restrictions

The copyright interests in this collection have not been transferred to Duke University. For more information, consult the copyright section of the Regulations and Procedures of the David M. Rubenstein Rare Book & Manuscript Library.

Contents of the Collection

RESTRICTED: Selected materials in boxes 2-3 and 6-8 have access restrictions.

Correspondence, memoranda, and related materials of general business matters. 1926, 1933–1963
Box 1 Folder 1
Correspondence, memoranda, and related materials of general business matters. 1963–1967
Box 1 Folder 2
Memoranda from Miss Duke's office regarding the publication of a 40th anniversary book about The Duke Endowment. March 12, 1965
Box 1 Folder 3
Contact information, Trustees of The Duke Endowment. 1965
Box 1 Folder 4
Correspondence, memoranda, and related materials of general business matters. Includes letters about Doris Duke’s decision to waive commissions due to her from The Duke Endowment. 1965
Box 1 Folder 5
Correspondence, memoranda, and related materials of general business matters, including Summaries of Recommendations for hospital appropriations, 1968-1970
Box 1 Folder 6
Memoranda to Doris Duke as a Trustee of The Duke Endowment. November 25, 1985
Box 1 Folder 7
Memoranda and proposal for application for the Archie Davis Scholarship for Nursing Excellence Fund, 1992
Box 1 Folder 8
1994 meeting calendar, 1993
Box 1 Folder 9
Invoices and vouchers relating to construction work performed at offices on the 57th Floor, 30 Rockefeller Plaza. 1956, 1961–1964
Box 1 Folder 10
Financial Statements. December 31, 1958
Box 1 Folder 11
Financial Statements. December 31, 1961
Box 1 Folder 12
Correspondence, legal, to IRS to dispute rescindment of tax exemption status of The Duke Endowment, 1965-1966
Box 2 Folder 1
Correspondence, legal, and related materials concerning legal advice on insider trading and new rules from the Securities and Exchange Commission (SEC). 1989–1991
Box 2 Folder 2
Memoranda, legal, concerning year-end reporting to the SEC of holdings of Duke Power Company stock. 1992
Box 2 Folder 3
Minutes, The Duke Endowment, 1965
Box 2 Folder 4
Minutes, The Duke Endowment, 1966
Box 2 Folder 5
Minutes, The Duke Endowment, 1967
Box 2 Folder 6
Minutes, The Duke Endowment, 1968
Box 2 Folder 7
Meeting notice and related documents, Committee on Educational Institutions, November 7, 1984
Box 2 Folder 8
Meeting notice and related documents, Committee on Educational Institutions, November 1991
Box 2 Folder 9
Meeting notice and related documents, Committee on Educational Institutions, October 1992
Box 2 Folder 10
Meeting notice, minutes, and agenda, Committee on Educational Institutions, November 1992
Box 2 Folder 11
Meeting notice and related documents, Committee on Educational Institutions, March 1993
Box 2 Folder 12
Meeting notice and related documents, Committee on Educational Institutions, July 1993
Box 2 Folder 13
Meeting notice, minutes, and agenda, Committee on Educational Institutions, October 1993
Box 2 Folder 14
Meeting notice and related documents, Committee on Educational Institutions, November 1993
Box 2 Folder 15
Meeting documents, The Duke Endowment Trustees, October 2, 1984
Box 3 Folder 1
Meeting documents, The Duke Endowment Trustees, November 7, 1984
Box 3 Folder 2
Meeting documents, The Duke Endowment Trustees, March 7, 1989
Box 3 Folder 3
Meeting documents, The Duke Endowment Trustees, April 4, 1989
Box 3 Folder 4
Meeting documents, The Duke Endowment Trustees, July 9, 1993
Box 3 Folder 5
Meeting documents, The Duke Endowment Trustees, August 31, 1993
Box 3 Folder 6
Meeting documents, The Duke Endowment Trustees, October 5, 1993
Box 3 Folder 7
Meeting documents, The Duke Endowment Trustees, November 2, 1993
Box 3 Folder 8
Certified copies of Indenture and Deed establishing The Duke Endowment (1924) with additions by Will of James B. Duke (1925), 1950
Box 4 Folder 1
Judgment, Davis v. Davis. 1976
Box 4 Folder 2
Annual Report. 1939
Box 4 Folder 3
Annual Report. 1956
Box 4 Folder 4
Annual Report. 1957
Box 4 Folder 5
Annual Report. 1959
Box 4 Folder 6
Annual Report. 1961
Box 4 Folder 7
Annual Report. 1962
Box 4 Folder 8
Annual Report. 1968
Box 4 Folder 9
Annual Report. 1969
Box 4 Folder 10
Annual Report. 1970
Box 4 Folder 11
Annual Report. 1971
Box 4 Folder 12
Annual Report. 1972
Box 5 Folder 1
Annual Report. 1973
Box 5 Folder 2
Annual Report. 1976
Box 5 Folder 3
Annual Report. 1977
Box 5 Folder 4
Annual Report. 1978
Box 5 Folder 5
Annual Report. 1979
Box 5 Folder 6
Annual Report. 1983
Box 5 Folder 7
Annual Report. 1984
Box 5 Folder 8
Annual Report. 1992
Box 5 Folder 9
Annual Report. 2000
Box 5 Folder 10
Annual Report. 2001
Box 5 Folder 11
Proposals, requesting institutions to the Committee on Educational Institutions, 1984
Box 6 Folder 1
Proposals, requesting institutions to the Committee on Educational Institutions, 1991
Box 6 Folder 2
Reports, Committee on Educational Institutions, 1992
Box 6 Folder 3
Reports, Committee on Educational Institutions (includes proposals from requesting institutions). 1992
Box 6 Folder 4
Reports, Committee on Educational Institutions (includes proposals from requesting institutions). August 1993
Box 6 Folder 5
Reports, Committee on Educational Institutions (includes proposals from Duke University only). December 1993
Box 6 Folder 6
Reports, Committee on Educational Institutions (includes proposals from requesting institutions). December 1993
Box 6 Folder 7
Reports of the Investment Committee and other committees relating to the Duke Endowment, includes summaries of recommended Hospital Appropriations, 1967
Box 7 Folder 1
Reports of the Investment Committee and other committees relating to the Duke Endowment, includes summaries of Recommended Hospital and Child Care appropriations, 1968
Box 7 Folder 2
Report of the Secretary, The Duke Endowment, 1963
Box 7 Folder 3
Report of the Secretary, The Duke Endowment, 1964
Box 7 Folder 4
Report of the Secretary, The Duke Endowment, 1965
Box 7 Folder 5
Report of the Secretary, The Duke Endowment, 1979
Box 7 Folder 6
Report of the Secretary, The Duke Endowment, 1991
Box 7 Folder 7
Report of the Secretary, The Duke Endowment, 1992
Box 7 Folder 8
Report of the Treasurer, the Duke Endowment Agency Account, 1963
Box 7 Folder 9
Report of the Treasurer, the Duke Endowment Agency Account, 1964
Box 7 Folder 10
Report of the Treasurer, the Duke Endowment Agency Account, 1965
Box 7 Folder 11
Report, summaries from the four educational institutions assisted by The Duke Endowment. 1976
Box 8 Folder 1
Self-Study Reports, The Duke Endowment. 1976 (1 of 3)
Box 8 Folder 2
Self-Study Reports, The Duke Endowment. 1976 (2 of 3)
Box 8 Folder 3
Self-Study Reports, The Duke Endowment. 1976 (3 of 3)
Box 8 Folder 4
Report on expenditures of the 1983–1984 Special Education Grant to The Duke Endowment. 1984
Box 8 Folder 5
Booklet, "Indenture of James B. Duke establishing The Duke Endowment" (1932). n.d. (1 of 2) (3 copies)
Box 9 Folder 1
Booklet, "Indenture of James B. Duke establishing The Duke Endowment" (1932). n.d. (2 of 2) (2 copies of newer version)
Box 9 Folder 2
Addresses, The Fortieth Anniversary of The Duke Endowment. 1964
Box 9 Folder 3
Bulletin, Duke University, Financial Report, 1969
Box 9 Folder 4
Editorial, "James B. Duke and The Duke Endowment." November 25, 1977
Box 9 Folder 5
Questionnaires, shareholdings of Duke Power Company sent to Doris Duke. 1989–1991, 1993
Box 9 Folder 6
The Alumni Register of Duke University. Features articles about James B. Duke and the creation of The Duke Endowment. December 1925
Box 9 Folder 7
Capital Campaign literature, Johnson C. Smith University. c. 1985
Box 9 Folder 8
Child Care, The Duke Endowment. 1961–1966
Box 9 Folder 9
"Resolution For Presentation to the Trustees of The Duke Endowment, November 2, 1993"
Box 9 Folder 10
Printed materials, newspaper clippings from the Durham Sun and Durham Morning Herald regarding the opening of a new Duke Endowment office and a ceremony honoring W.C. Davison, Dean of Duke Medical School, upon his retirement, October 1-6, 1961
Box 9 Folder 11

Historical Note

Doris Duke's father, James Buchanan (J.B.) Duke, established the Duke Endowment as a perpetual charitable trust with a $40 million gift on December 11, 1924. The Endowment was expanded by an additional $67 million upon Mr. Duke's death in 1925. Mr. Duke designed the fund to be both flexible and enduring, but limited its efforts to North and South Carolina and to four program areas: child care, health care, higher education, and rural churches. As stipulated by her father in the Indenture that created the Endowment, Miss Duke became a trustee of the Endowment when she reached the age of 21 in 1933. She took a special interest in children's issues and became Chairman of the Advisory Committee on Child Care Service in 1965. Though her level of involvement with the Endowment fluctuated over the years, Miss Duke served on many committees and remained a trustee until her death in 1993. Her offices continued to receive some official correspondence and annual reports through 2001.

Subject Headings

Related Material

  • Duke Endowment Archives, 1902-2008 and undated, bulk 1925-2006 (David M. Rubenstein Rare Book & Manuscript Library, Duke University)
  • Duke Endowment Reference Collection, 1964-ongoing (University Archives, Duke University)

Preferred Citation

[Identification of item], Doris Duke Papers on the Duke Endowment, Doris Duke Charitable Foundation Historical Archives, David M. Rubenstein Rare Book & Manuscript Library, Duke University.

Provenance

The Doris Duke papers on the Duke Endowment were received by the David M. Rubenstein Rare Book & Manuscript Library as a donation from the Doris Duke Charitable Foundation in June 2009.

Processing Information

Processed by Kate Jordan, February 2011

Encoded by Kate Jordan, February 2011

Accession UA2009-0030 is described in this finding aid.

Descriptive sources and standards used to create this inventory: DACS, EAD, NCEAD guidelines, and local Style Guide.

This finding aid is NCEAD compliant.