James R Duncan Tr Uw
- Assets
- $4.7m
- Revenue
- $290.3k
- Investments
- $4.5m
- Employees
- 0
- Location
- Cincinnati, OH
- Founding
- 11/1973
- Data as of
- 12/2023
- EIN
- 35-6028034
Organization Overview
James R Duncan Tr Uw is located in Cincinnati, OH. The organization was established in 1973. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James R Duncan Tr Uw is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, James R Duncan Tr Uw generated $290.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (12.2%) each year. All expenses for the organization totaled $342.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, James R Duncan Tr Uw has awarded 83 individual grants totaling $1,393,121. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $126,834 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $162,134 |
| Capital Gain Net Income | $162,134 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,290 |
| Total Revenue | $290,258 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $62,988 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,729 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $67,127 |
| Contributions, gifts, grants paid | $275,000 |
| Total expenses and disbursements | $342,127 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $213,877 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $4,493,698 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,707,575 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James R Duncan Tr Uw has awarded $275,000 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY INC PURPOSE: GENERAL OPERATING SUPPORT | $13,750 |
PARENTING TIME CENTER PURPOSE: GENERAL OPERATNG SUPPORT | $15,000 |
UNITED METHODIST YOUTH HOME INC PURPOSE: PROJECT/PROGRAM FUNDS | $5,000 |
ALBION FELLOWS BACON CENTER INC PURPOSE: GENERAL OPERATNG SUPPORT | $15,000 |
DEACONESS HOSPITAL INC PURPOSE: ANNUAL FUND | $27,500 |
EVANSVILLE GOODWILL INDUSTRIES INC PURPOSE: ANNUAL FUND | $6,875 |