The@W Duke Kimbrell Family Foundation

Kimbrell Family Foundation maintains substantial assets and zero officer compensation, with highly variable revenue.

EIN: 203390787 · Gastonia, NC · NTEE: T20 · Updated: 2026-03-28

$18.6MRevenue
$97.3MAssets
90/100Mission Score (Excellent)
T20

Is The@W Duke Kimbrell Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

The@W Duke Kimbrell Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The@W Duke Kimbrell Family Foundation

The@W Duke Kimbrell Family Foundation (EIN: 203390787) is a nonprofit organization based in Gastonia, NC, classified under NTEE code T20. The organization reported total revenue of $18.6M and total assets of $97.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The@W Duke Kimbrell Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

The@W Duke Kimbrell Family Foundation is a large nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 5.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$3.7M
Total Expenses$5.0M
Surplus / Deficit$-1,312,520
Total Assets$96.9M
Total Liabilities$1
Net Assets$96.9M
Operating Margin-35.3%
Debt-to-Asset Ratio0.0%
Months of Reserves231.1 months

Financial Health Grade: B

In 2023, The@W Duke Kimbrell Family Foundation reported a deficit of $1.3M with expenses exceeding revenue, holds 231.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), The@W Duke Kimbrell Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 5.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-94.4%+83.1%-2.1%
2022+582.8%+59.8%+177.4%
2021+1666.2%-9.9%+28.7%
2020-53.1%+36.6%-4.7%
2019+123.8%+104.4%+14.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The@W Duke Kimbrell Family Foundation demonstrates strong financial health, particularly in its asset growth and minimal liabilities. With assets growing from $16.4 million in 2011 to $96.8 million in 2023, the foundation has significantly expanded its endowment. The organization consistently reports $1 in liabilities across recent filings, indicating a very stable financial position with virtually no debt. Revenue has been highly variable, with a peak of $66 million in 2022, suggesting reliance on investment returns or large, infrequent contributions rather than consistent operational income. The foundation's spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses. However, as a family foundation, it likely operates with lower overhead compared to public charities. The consistent reporting of 0% officer compensation across all filings indicates a commitment to minimizing executive costs, which is a positive sign for efficiency. The primary function of such foundations is often grantmaking, and the significant assets suggest a strong capacity for philanthropic impact. Transparency appears to be good, with 10 filings available, indicating consistent reporting to the IRS. The lack of officer compensation is a notable transparency point, as it removes a common area of scrutiny for nonprofits. While a detailed functional expense breakdown would further enhance transparency, the overall financial picture suggests a well-managed and fiscally responsible entity focused on its philanthropic mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The@W Duke Kimbrell Family Foundation with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, The@W Duke Kimbrell Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$3.7MTotal Revenue
$5.0MTotal Expenses
$96.9MTotal Assets
$1Total Liabilities
$96.9MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive salaries from the foundation. This is highly unusual for an organization with nearly $100 million in assets and suggests either volunteer leadership or compensation handled through an affiliated entity, which enhances the foundation's financial efficiency.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of The@W Duke Kimbrell Family Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for The@W Duke Kimbrell Family Foundation:

Frequently Asked Questions about The@W Duke Kimbrell Family Foundation

Is The@W Duke Kimbrell Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, The@W Duke Kimbrell Family Foundation (EIN: 203390787) some concerns. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.

How does The@W Duke Kimbrell Family Foundation spend its money?

The@W Duke Kimbrell Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to The@W Duke Kimbrell Family Foundation tax-deductible?

The@W Duke Kimbrell Family Foundation is registered as a tax-exempt nonprofit (EIN: 203390787). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What is the primary purpose of The@W Duke Kimbrell Family Foundation?

As a family foundation (NTEE Code T20), its primary purpose is typically grantmaking to other charitable organizations or individuals, funded by its endowment.

How does the foundation manage its significant assets?

With assets growing from $16.4 million in 2011 to $96.8 million in 2023, the foundation likely employs professional investment management to grow its endowment and support its philanthropic activities.

Why is officer compensation consistently 0%?

The consistent 0% officer compensation suggests that the foundation's leadership serves on a volunteer basis or is compensated through other means, which significantly reduces administrative overhead.

Filing History

IRS 990 filing history for The@W Duke Kimbrell Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The@W Duke Kimbrell Family Foundation's revenue has grown by 95%, moving from $1.9M to $3.7M. Total assets increased by 489.5% over the same period, from $16.4M to $96.9M. Total functional expenses rose by 13.6%, from $4.4M to $5.0M. In its most recent filing year (2023), The@W Duke Kimbrell Family Foundation reported a deficit of $1.3M, with expenses exceeding revenue. The organization holds $1 in liabilities against $96.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $96.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $3.7M $5.0M $96.9M $1
2022 $66.0M $2.7M $99.0M $1 View 990
2021 $9.7M $1.7M $35.7M $1 View 990
2020 $548K $1.9M $27.7M $1 View 990
2019 $1.2M $1.4M $29.1M $1 View 990
2015 $522K $683K $25.4M $0 View 990
2014 $19.5M $1.8M $24.3M $0 View 990
2013 $796K $3.4M $11.0M $0 View 990
2012 $525K $3.4M $13.5M $0 View 990
2011 $1.9M $4.4M $16.4M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The@W Duke Kimbrell Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for The@W Duke Kimbrell Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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