James R Duncan Trust Uw Fifth Third
James R Duncan Trust Uw Fifth Third is a private foundation based in Cincinnati, Ohio. It reported $250,000 in grants to 19 organizations in filing year 2025, with listed recipients primarily in Indiana.
James R Duncan Trust Uw Fifth Third at a glance
In short: James R Duncan Trust Uw Fifth Third gave $250K across 19 grants in 2025 (avg $13K), mostly in Indiana. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $250,000
- +0.0% vs 2024
- Grants made (2025)
- 19
- -9.5% vs 2024
- Average grant
- $13,158
- +10.5% vs 2024
- Median grant
- $12,500
- Total assets
- $5,380,362
- +9.1% vs 2024
- New grantees (estimate)
- 26% first-time grantees (5 of 19, 2025; small sample)
- Primary geography
- Indiana (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to James R Duncan Trust Uw Fifth Third
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James R Duncan Trust Uw Fifth Third funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Deaconess Hospital Inc ($35K). Together the top 10 received $181K.
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 87 grants of 89 (98%).
Geographic Focus
Where this funder awards grants
In filing year 2025, 90% of grant dollars went to recipients in Indiana, 5% to recipients in Illinois, and 5% to recipients in Georgia.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is James R Duncan Trust Uw Fifth Third open to new grantees?
26%
first-time grantees, 2025
In 2025, 5 of 19 grantees (26%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $8K; repeat grants $15K. How we count
Medians: $8K first-time, $13K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $250K (2024) to $339K (2022). In 2025 it made 19 grants totaling $250K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Deaconess Hospital Inc Evansville, IN | Project/Program | $35,000 |
| Easter Seals Rehabilitaion Center Evansville, IN | Project/Program Support | $35,000 |
| Tri-State Food Bank Evansville, IN | Project/Program Support | $20,000 |
| Community Action Program of Evansville Evansville, IN | Project/Program Services | $16,000 |
| American Cancer Society Inc Indianapolis, IN | General Operating Support | $12,500 |
| Riley Childrens Foundation Indianapolis, IN | General Operating Support | $12,500 |
| Girl Scout Council of SW Indiana Evansville, IN | Annual Fund | $12,500 |
| Evansville Assn for the Blind Evansville, IN | Annual Fund | $12,500 |
| Evansville Protestant Home Inc Evansville, IN | Annual Fund | $12,500 |
| Moody Bible Institute of Chicago Chicago, IL | Annual Fund | $12,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,380,362 | $791,506 | $344,493 | $250,000 | 19 | $263,606 | $720,739 | $294,907 |
| 2024 | $4,933,108 | $561,238 | $335,585 | $250,000 | 21 | $262,346 | $492,448 | $281,675 |
| 2023 | $4,707,575 | $290,258 | $342,127 | $275,000 | 21 | $285,153 | $231,994 | $258,079 |
| 2022 | $4,760,185 | $174,199 | $406,698 | $339,000 | 15 | $348,794 | $119,768 | $274,498 |
| 2021 | $4,993,320 | $511,385 | $334,390 | $266,000 | 13 | $266,588 | $443,233 | $296,702 |
| 2020 | $4,815,325 | $248,765 | $359,208 | $283,121 | 16 | — | $188,625 | $258,672 |
Under IRS private-foundation payout rules, James R Duncan Trust Uw Fifth Third reported a distributable amount of $295K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s own filing does not state a mission. Its 2025 grants included support for a hospital, disability services, food distribution, community services, cancer organizations, youth programs, and other charitable organizations. For example, Tri-State Food Bank says it solicits, warehouses, and distributes food to nonprofit entities in Indiana, Illinois, and Kentucky. Holly’s House says its mission is to empower victims of intimate crime and abuse through support, promoting justice, and preventing violence. These are the grantees’ descriptions of their own work, not a stated mission of the trust.
Grantmaking
In filing year 2025, the trust gave $250,000 through 19 grants. Grants ranged from $2,000 to $35,000, with a median of $12,500. Larger awards included $35,000 each to Deaconess Hospital Inc. and Easter Seals Rehabilitation Center; $20,000 to Tri-State Food Bank; and $16,000 to Community Action Program of Evansville. Other listed awards included $12,500 each to the American Cancer Society, Riley Children’s Foundation, Girl Scout Council of SW Indiana, Evansville Association for the Blind, Evansville Protestant Home, Moody Bible Institute of Chicago, and Shriners Hospital for Children Trust. Holly’s House received $10,000.
Leadership & Key People
Leadership team and compensation from IRS filings
Fifth Third Bank N.A. is listed as trustee on the 2025 filing.
James R Duncan Trust Uw Fifth Third's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$57K (2020) → $81K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $81K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about James R Duncan Trust Uw Fifth Third
How much does James R Duncan Trust Uw Fifth Third give each year?
James R Duncan Trust Uw Fifth Third gave $250K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $250K across 21 grants.
What is James R Duncan Trust Uw Fifth Third's typical grant size?
James R Duncan Trust Uw Fifth Third's median grant in 2025 was $12,500, and its average grant was $13,158, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James R Duncan Trust Uw Fifth Third that year got $8K on average.
Where does James R Duncan Trust Uw Fifth Third give grants?
James R Duncan Trust Uw Fifth Third gives mostly in Indiana: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (5%) and Georgia (5%). The most frequent recipient cities were Evansville, IN (15 grants) and Indianapolis, IN (2 grants).
Does James R Duncan Trust Uw Fifth Third give general operating support?
Yes: 47% of James R Duncan Trust Uw Fifth Third's 2025 grants with a stated purpose (9 of 19) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Project/Program Support" (8 grants).
Who are James R Duncan Trust Uw Fifth Third's largest grantees?
James R Duncan Trust Uw Fifth Third's largest 2025 grantees include Deaconess Hospital Inc ($35,000), Easter Seals Rehabilitaion Center ($35,000) and Tri-State Food Bank ($20,000), according to its 2025 IRS Form 990-PF. Together they received 36% of its itemized 2025 grant dollars.
How large is James R Duncan Trust Uw Fifth Third?
James R Duncan Trust Uw Fifth Third reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $264K in qualifying distributions that year, against a required minimum of $295K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does James R Duncan Trust Uw Fifth Third fund?
The trust’s own filing does not state a mission. Its 2025 grants included support for a hospital, disability services, food distribution, community services, cancer organizations, youth programs, and other charitable organizations. See mission & focus areas ↑
How do I apply for a grant from James R Duncan Trust Uw Fifth Third?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is James R Duncan Trust Uw Fifth Third's EIN?
James R Duncan Trust Uw Fifth Third's EIN (Employer Identification Number) is 35-6028034. IRS Form 990 filing data is available on this page for 2020–2025.
Does James R Duncan Trust Uw Fifth Third accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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Cite this profile
Grantable. (2026). James R Duncan Trust Uw Fifth Third funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/james-r-duncan-trust-uw-fifth-third-morg_36327c1f1bc143049fd41bd8a0d447d8
BibTeX
@misc{grantable_356028034_2026,
author = {{Grantable}},
title = {{James R Duncan Trust Uw Fifth Third funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-r-duncan-trust-uw-fifth-third-morg_36327c1f1bc143049fd41bd8a0d447d8},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from James R Duncan Trust Uw Fifth Third's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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