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Owen G Duncan Revocable Trust is a private corporation based in MILWAUKEE, WI. The foundation received its IRS ruling in 1994. The principal officer is Us Bank Trust Tax Services. It holds total assets of $2.5M. Annual income is reported at $286K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Owen G Duncan Revocable Trust has made 8 grants totaling $789K, with a median grant of $100K. The foundation has distributed between $177K and $424K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $424K distributed across 4 grants. Individual grants have ranged from $89K to $106K, with an average award of $99K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Owen G Duncan Revocable Trust primarily funds organizations in the area of education. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in WI.
Owen G Duncan Revocable Trust has distributed a total of $789K across 8 grants. The median grant size is $100K, with an average of $99K. Individual grants have ranged from $89K to $106K.
Owen G Duncan Revocable Trust typically selects its grantees rather than accepting unsolicited proposals.
Owen G Duncan Revocable Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $44K | $0 | $44K |
Total Giving
$236K
Total Assets
$2.6M
Fair Market Value
$4M
Net Worth
$2.6M
Grants Paid
$188K
Contributions
N/A
Net Investment Income
$157K
Distribution Amount
$186K
Total Grants
8
Total Giving
$789K
Average Grant
$99K
Median Grant
$100K
Unique Recipients
2
Most Common Grant
$106K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Carmelite Sisters DcjGENERAL OPERATING | Kenosha, WI | $94K | 2023 |
| Northland CollegeSCHOLARSHIPS | Ashland, WI | $94K | 2023 |