Mission
TO PROVIDE A CARING, RESPONSIBLE COMMUNITY THAT FOSTERS THE INDEPENDENCE OF RESIDENTS OF RETIREMENT AGE BY ENHANCING THEIR CAPABILITY TO LEAD PURPOSEFUL, ACTIVE, HEALTHY AND SECURE LIVES.
Public Charity
The Forest At Duke Inc
The Forest At Duke Inc is a Public Charity headquartered in Durham, NC. Financial data from the 2025 filing: $34.5M revenue, $35.6M expenses, $243.9M total assets. 19 publicly reported grants to this organization, totaling roughly $179K, appear in IRS filings.
EIN: 561630158
Durham, NC
Supportive Housing for Older Adults
NTEE: P75
Latest filing: 2025
Total Revenue$34.5M
Total Expenses$35.6M
Total Assets$243.9M
Grant Records19
Funding Total$179K
Filing Years2021–2025
Where $100 goes at The Forest At Duke Inc
How The Forest At Duke Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$85
Programs
the work itself
$15
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $85 for programs
$85
The Forest At Duke welcomed its first residents in 1992 with a mission to provide a caring, responsible community that fosters the independence of residents of retirement age…
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
FOR RECIPIENT'S EXEMPT PURPOSE
$20,000
EDUCATION
$15,232
COMMUNITY DEVELOPMENT
$6,100
HUMAN SERVICES
$25,000
HUMAN SERVICES
$6,288
Showing up to 5 of 19 total records — full history available with membership.
Officers & Directors
President, CEO
Anita L Holt
Director of Sales & Mktg
April Ravelli
Board Member
Bobby Kanoy
Chairman
Chuck Kennedy
Board Member
Craig Daniels
Vice Chairman
Craig Lewis
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $34.5M | $35.6M | $243.9M |
| 2024 | $31.3M | $33.5M | $183.3M |
| 2023 | $24.3M | $29.3M | $146.4M |
| 2022 | $28.6M | $26.7M | $133.0M |
| 2021 | $26.3M | $25.1M | $134.5M |
Between 2021 and 2025, reported annual revenue grew from $26.3M to $34.5M (+31%), with total assets most recently reported at $243.9M.
Interactive year-over-year charts and full filing details available with membership.