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Nonprofiteer
← DUKE UNIVERSITY SPECIAL VENTURES FUND INC

Form 990 for tax year 2023

Filed by DUKE UNIVERSITY SPECIAL VENTURES FUND INC.

Totals

Total revenue
-$41,326
Total expenses
$16,157
Contributions and grants received
$0
Grants paid
$13,227
Program services expenses (Part IX)
$16,157
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$16,157

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NEAL F TRIPLETT

    DIRECTOR/PRESIDENT

    Total calculated
    $4,700,363
    From this org
    $0
    From related orgs
    $4,539,339
    Other
    $161,024
    Hours/week
    0.1 + 50.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $816,839 related
    Bonus
    $0 + $3,700,000 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $40,376 related
    Nontaxable benefits
    $0 + $123,274 related
    Filer's total
    $0 + $4,702,989 related

  • ROBERT MCGRAIL

    DIRECTOR/SECRETARY

    Total calculated
    $601,246
    From this org
    $0
    From related orgs
    $518,864
    Other
    $82,382
    Hours/week
    0.1 + 40.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,616 related
    Bonus
    $0 + $231,228 related
    Other
    $0 + $36,020 related
    Deferred
    $0 + $71,076 related
    Nontaxable benefits
    $0 + $13,404 related
    Filer's total
    $0 + $603,344 related

  • JANNINE M LALL

    DIRECTOR/TREASURER

    Total calculated
    $398,848
    From this org
    $0
    From related orgs
    $335,177
    Other
    $63,671
    Hours/week
    0.1 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,272 related
    Bonus
    $0 + $135,335 related
    Other
    $0 + $27,570 related
    Deferred
    $0 + $51,371 related
    Nontaxable benefits
    $0 + $14,222 related
    Filer's total
    $0 + $400,770 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND RECEIVED PAYMENTS UNDER A DEFERRED COMPENSATION PLAN DESCRIBED UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE: ROBERT MCGRAIL $13,520. AND JANNINE LALL $5,070. SUCH AMOUNT WAS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE AS DEFINED UNDER IRC SECTION 457(F).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531349349310288

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