Owen G Duncan Unitrust #2
EIN 396550386Total Given 2016–2023
$1.2M
14 grants · $156K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$89K
typical mid grants · $82K–$93K
grant size
100%
deep partner · 2/2 multi-year
repeat
$4.0M
Assets (2023)
2
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(715) 839-6478
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $163K | $3.4M | $167K | 2 |
| 2017 | $158K | $3.8M | $373K | 2 |
| 2018 | $169K | $3.4M | $384K | 2 |
| 2020 | $180K | $4.2M | $213K | 2 |
| 2021 | $177K | $4.7M | $417K | 2 |
| 2022 | $212K | $3.7M | $191K | 2 |
| 2023 | $188K | $4.0M | $203K | 2 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$79K
25th Pctl
$82K
Median
$89K
Average
$89K
75th Pctl
$93K
Maximum
$106K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
Trustee
UA
Us Bank N a
Trustee
UA
Us Bank N a
Trustee
UA
Us Bank N a
Trustee
UN
Us Bank Na
Trustee
UN
Us Bank Na
Trustee
UN
Us Bank Na
Trustee
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| Northland College | Ashland, WI | $106,060 | SCHOLARSHIPS | 2022 |
| Carmelite Sisters Dcj | Kenosha, WI | $106,060 | GENERAL OPERATING | 2022 |
| Northland College | Ashland, WI | $93,863 | SCHOLARSHIPS | 2023 |
| Carmelite Sisters Dcj | Kenosha, WI | $93,863 | GENERAL OPERATING | 2023 |
| Northland College | Ashland, WI | $90,207 | SCHOLARSHIPS | 2020 |
| Carmelite Sisters Dcj | Kenosha, WI | $90,207 | GENERAL OPERATING | 2020 |
| Northland College | Ashland, WI | $88,588 | SCHOLARSHIPS | 2021 |
| Carmelite Sisters Dcj | Kenosha, WI | $88,588 | GENERAL OPERATING | 2021 |
| Northland College | Ashland, WI | $84,253 | SCHOLARSHIPS | 2018 |
| Carmelite Sisters Dcj | Kenosha, WI | $84,252 | GENERAL OPERATING | 2018 |
| Northland College | Ashland, WI | $81,645 | GENERAL OPERATING | 2016 |
| Carmelite Sisters Dcj | Kenosha, WI | $81,644 | GENERAL OPERATING | 2016 |
| Northland College | Ashland, WI | $78,939 | SCHOLARSHIPS | 2017 |
| Carmelite Sisters Dcj | Kenosha, WI | $78,939 | GENERAL OPERATING | 2017 |