Duncan Memorial Trust Tua

PITTSBURGH, PA EIN: 61-0444685

Duncan Memorial Trust Tua is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $66K. Net investment income was $68K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-0.0% YoY

Annual Giving

$66K

-8.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$66K

-8.0% YoY

Under IRS private-foundation payout rules, Duncan Memorial Trust Tua reported a distributable amount of $74K for 2024 — the minimum it must pay out in qualifying distributions.

About Duncan Memorial Trust Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $330K (100%)

States

Kentucky

Cities

Middletown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,274,366	$1,274,733	$1,271,316
Revenue	$80,136	$91,191	$174,758
Expenses	$81,343	$88,227	$97,773
Qualifying Distributions	$68,797	$72,180	$82,318
Net Investment Income	$67,514	$78,449	$161,137
Distributable Amount	$74,464	$67,532	$71,113

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Floydsburg Cemetery Co Inc ($65,790).

Recipient	Purpose	Amount
FLOYDSBURG CEMETERY CO INC MIDDLETOWN, KY	GENERAL SUPPORT	$65,790

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK NA	CO-TRUSTEE	3	$14,534
DUNCAN YAGGY	CO-TRUSTEE	1	—

Frequently Asked Questions

How large is Duncan Memorial Trust Tua?

As of 2024, Duncan Memorial Trust Tua holds $1.3M in total assets with $80K in annual revenue. It awarded 1 grants totaling $66K in 2024.

Where does Duncan Memorial Trust Tua operate?

Duncan Memorial Trust Tua has awarded grants in Kentucky.

What size grants does Duncan Memorial Trust Tua award?

In 2024, Duncan Memorial Trust Tua awarded 1 grants totaling $66K — an average of about $66K per grant, based on its IRS Form 990 filings.

How much is Duncan Memorial Trust Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Duncan Memorial Trust Tua reported a distributable amount of $74K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.