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
Under IRS private-foundation payout rules, Duncan Family Trust reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Lincoln Community Foundation ($103,500), United Way Of LincolnLancaster County ($73,867), Clyde Malone Community Center Foundation ($64,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Food Bank Of Lincoln LINCOLN, NE | GENERAL OPERATIONS | $7,500 |
| Michigan Business Aviation Association LANSING, MI | GENERAL OPERATIONS | $2,500 |
| Nebraska Coalition for Life Saving Cures BOYS TOWN, NE | GENERAL OPERATIONS | $750 |
| SLCC Aviation Maintenance Club Salt Lake City, UT | GENERAL OPERATIONS | $1,500 |
| Cereal City Development Corp Battle Creek, MI | GENERAL OPERATIONS | $1,000 |
| Voces Battle Creek, MI | GENERAL OPERATIONS | $1,000 |
| United Way Of Utah County Provo, UT | GENERAL OPERATIONS | $16,750 |
| Clyde Malone Community Center Foundation LINCOLN, NE | GENERAL OPERATIONS | $64,000 |
| Nebraska Public Media Lincoln, NE | GENERAL OPERATIONS | $2,500 |
| United Way Of LincolnLancaster County Lincoln, NE | GENERAL OPERATIONS | $73,867 |
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
Frequently Asked Questions
What does Duncan Family Trust fund?
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.
How do I apply for a grant from Duncan Family Trust?
**Grant Characteristics:** • Individual grants have ranged from $400 to $300,000 • Average grant award: $20,000 • Median grant: $4,000–$5,000 • Historical total: 80 grants totaling $1.6 million across 40 unique organizations **Application Process:** 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. **Recent Grant Activity (2023):** • Lincoln Community Foundatio…
Where does Duncan Family Trust make 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.
What size grants does Duncan Family Trust award?
In 2024, Duncan Family Trust awarded 28 grants totaling $380K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Duncan Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Duncan Family Trust reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Duncan Family Trust's EIN?
Duncan Family Trust's EIN (Employer Identification Number) is 20-0905873. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Duncan Family Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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