Duncan Family Trust is a private foundation established in 2004 and based in Lincoln, Nebraska. The organization operates as a non-operating foundation focused on philanthropy and grantmaking. The trust is family-governed and works to support education, human services, and community development initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
+249.5% YoY
Annual Giving
$380K
-3.8% YoY
Grant Count
28
+0.0% YoY
Avg Grant Size
$14K
-3.8% YoY
Mission & Focus Areas
The Duncan Family Trust supports organizations that enhance public school education and improve community quality of life. Primary funding focus areas include:
- Education
- Human Services
- Aviation and STEM initiatives
- Community development
The foundation prioritizes sustainable support for impactful donations while addressing immediate community needs.
Grantmaking
The foundation operates on a preselected grantees model and typically does not accept unsolicited proposals. The foundation selects grantees rather than responding to open applications.
Average Grant
award: $20,000
How to Apply
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Geographic Focus
Where this funder awards grants
The Duncan Family Trust primarily funds organizations in three states:
- Nebraska (particularly Lincoln)
- Michigan (particularly Battle Creek)
- Utah (particularly Provo)
These three states account for approximately 98% of all grants made by the foundation.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Current Financial Position (2023):
- Total Assets: $496,000
- Total Revenues: $14,344
- Total Expenses: $396,605
- Total Liabilities: $0
Historical Asset Growth:
- 2011: $3,000
- 2023: $496,000
Annual Income: $1.6 million (reported)
Tax Status: 501(c)(3) organization; contributions are tax-deductible. Tax-exempt status granted May 2004.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,732,971 | $495,887 | $878,148 |
| Revenue | $1,619,113 | $14,344 | $468,000 |
| Expenses | $382,029 | $396,605 | $785,370 |
| Qualifying Distributions | $381,831 | $396,605 | $785,370 |
| Net Investment Income | $14,113 | $14,244 | — |
| Distributable Amount | $21,741 | $35,063 | $62,422 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
136 grants across all recorded years
Open Grants
2 open opportunities from Duncan Family Trust
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by six officers and trustees:
- Katherine Duncan (President)
- Connie Duncan (Vice President)
- J. Robert Duncan (Secretary)
- Cindy Morris (Treasurer/Principal Officer)
- Karen K. Duncan (Member at Large)
- D. Todd Duncan (Member at Large)
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Contact Information
- Phone: (402) 475-2611
- Address: PO Box 81887, Lincoln, NE 68501-1887
- EIN: 20-0905873
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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