J R Duncan Trust Uw Item X is a private foundation focused on Human services, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $81K. Net investment income was $150K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
+3.8% YoY
Annual Giving
$81K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$27K
+0.0% YoY
Under IRS private-foundation payout rules, J R Duncan Trust Uw Item X reported a distributable amount of $92K for 2024 — the minimum it must pay out in qualifying distributions.
About J R Duncan Trust Uw Item X
Based on IRS filings
J R Duncan Trust Uw Item X is a private foundation focused on Human services, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 3 grants totaling $81K. Net investment income was $150K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,656,874 | $1,596,276 | $1,596,168 |
| Revenue | $174,757 | $108,655 | $52,935 |
| Expenses | $114,289 | $108,301 | $128,346 |
| Qualifying Distributions | $86,296 | $85,627 | $105,247 |
| Net Investment Income | $149,642 | $85,981 | $30,706 |
| Distributable Amount | $91,690 | $83,382 | $88,239 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Salvation Army ($27,000), Young Womens Christian Association ($27,000), Miami County Ymca ($27,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE SALVATION ARMY WEST NYACK, NY | ANNUAL FUND | $27,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION PIQUA, OH | ANNUAL FUND | $27,000 |
| MIAMI COUNTY YMCA PIQUA, OH | ANNUAL FUND | $27,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $27,521 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J R Duncan Trust Uw Item X?
J R Duncan Trust Uw Item X is a private foundation focused on Human services, based in CINCINNATI, OH. It holds $1.7M in total assets as of 2024.
How large is J R Duncan Trust Uw Item X?
As of 2024, J R Duncan Trust Uw Item X holds $1.7M in total assets with $175K in annual revenue. It awarded 3 grants totaling $81K in 2024.
Where does J R Duncan Trust Uw Item X operate?
J R Duncan Trust Uw Item X has awarded grants in New York, Ohio.
What size grants does J R Duncan Trust Uw Item X award?
In 2024, J R Duncan Trust Uw Item X awarded 3 grants totaling $81K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is J R Duncan Trust Uw Item X required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J R Duncan Trust Uw Item X reported a distributable amount of $92K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is J R Duncan Trust Uw Item X's EIN?
J R Duncan Trust Uw Item X's EIN (Employer Identification Number) is 31-6113425. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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