J R Duncan Trust Uw Item X
EIN 316113425Total Given 2020–2024
$442K
15 grants · $88K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$30K
typical mid grants · $27K–$30K
grant size
38%
supporter · 3/8 multi-year
repeat
$2.0M
Assets (2024)
8
Distinct Recipients
About
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(513) 534-5310
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $1.8M | $230K | N/A |
| 2020 | $90K | $1.9M | $106K | 3 |
| 2021 | $90K | $2.1M | $176K | 3 |
| 2022 | $100K | $1.7M | $53K | 3 |
| 2023 | $81K | $1.8M | $109K | 3 |
| 2024 | $81K | $2.0M | $175K | 3 |
Grant Size Distribution
Based on 15 grants on record
Minimum
$27K
25th Pctl
$27K
Median
$30K
Average
$29K
75th Pctl
$30K
Maximum
$34K
Geographic Distribution
Officers & Directors
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FA
Fifth Third Bank N a
5 yrs
Trustee
FB
Fifth Third Bank
Trustee
Grants Awarded (15 total)
| Purpose | ||||
|---|---|---|---|---|
| The Salvation Army | Piqua, OH | $33,500 | ANNUAL FUND | 2022 |
| Young Womens Christian Association | Piqua, OH | $33,500 | ANNUAL FUND | 2022 |
| Miami County Ymca | Piqua, OH | $33,500 | ANNUAL FUND | 2022 |
| Ywca of Piqua | Piqua, OH | $30,000 | ANNUAL FUND | 2021 |
| Miami County Ymca | Piqua, OH | $30,000 | ANNUAL FUND | 2021 |
| The Salvation Army | West Nyack, NY | $30,000 | ANNUAL FUND | 2021 |
| Ywca of Piqua Ohio | Piqua, OH | $29,890 | PROGRAM SERVICES | 2020 |
| Miami County Ymca - Piqua Oh | Piqua, OH | $29,890 | PROGRAM SERVICES | 2020 |
| Salvation Army | West Nyack, NY | $29,890 | PROGRAM SERVICES | 2020 |
| The Salvation Army | West Nyack, NY | $27,000 | ANNUAL FUND | 2023 |
| Young Womens Christian Association | Piqua, OH | $27,000 | ANNUAL FUND | 2023 |
| Miami County Ymca | Piqua, OH | $27,000 | ANNUAL FUND | 2023 |
| The Salvation Army | West Nyack, NY | $27,000 | ANNUAL FUND | 2024 |
| Young Womens Christian Association | Piqua, OH | $27,000 | ANNUAL FUND | 2024 |
| Miami County Ymca | Piqua, OH | $27,000 | ANNUAL FUND | 2024 |