James R Duncan Trust Uw Fifth Third is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 21 grants totaling $250K. Net investment income was $492K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
+4.8% YoY
Annual Giving
$250K
-9.1% YoY
Grant Count
21
+0.0% YoY
Avg Grant Size
$12K
-9.1% YoY
Under IRS private-foundation payout rules, James R Duncan Trust Uw Fifth Third reported a distributable amount of $282K for 2024 — the minimum it must pay out in qualifying distributions.
About James R Duncan Trust Uw Fifth Third
Based on IRS filings
James R Duncan Trust Uw Fifth Third is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 21 grants totaling $250K. Net investment income was $492K.
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 | $4,933,108 | $4,707,575 | $4,760,185 |
| Revenue | $561,238 | $290,258 | $174,199 |
| Expenses | $335,585 | $342,127 | $406,698 |
| Qualifying Distributions | $262,346 | $285,153 | $348,794 |
| Net Investment Income | $492,448 | $231,994 | $119,768 |
| Distributable Amount | $281,675 | $258,079 | $274,498 |
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
86 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Deaconess Hospital Inc ($35,000), Easter Seals Rehabilitaion Center ($25,000), Parenting Time Center ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY INC INDIANAPOLIS, IN | GENERAL OPERATING SUPPORT | $12,500 |
| PARENTING TIME CENTER EVANSVILLE, IN | PROJECT/PROGRAM SUPPORT | $15,000 |
| UNITED METHODIST YOUTH HOME INC EVANSVILLE, IN | PROJECT/PROGRAM SUPPORT | $5,000 |
| DEACONESS HOSPITAL INC EVANSVILLE, IN | PROJECT/PROGRAM | $35,000 |
| BUFFALO TRACE COUNCIL BOY SCOUTS EVANSVILLE, IN | PROJECT/PROGRAM SUPPORT | $15,000 |
| EVANSVILLE GOODWILL INDUSTRIES INC EVANSVILLE, IN | ANNUAL FUND | $6,250 |
| LAMPION CENTER INC EVANSVILLE, IN | PROJECT/PROGRAM SUPPORT | $10,000 |
| 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 |
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 | $77,407 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James R Duncan Trust Uw Fifth Third?
James R Duncan Trust Uw Fifth Third is a private foundation focused on Education, based in CINCINNATI, OH. It holds $4.9M in total assets as of 2024.
How large is James R Duncan Trust Uw Fifth Third?
As of 2024, James R Duncan Trust Uw Fifth Third holds $4.9M in total assets with $561K in annual revenue. It awarded 21 grants totaling $250K in 2024.
Where does James R Duncan Trust Uw Fifth Third operate?
James R Duncan Trust Uw Fifth Third has awarded grants in Florida, Georgia, Illinois, Indiana, Maryland.
What size grants does James R Duncan Trust Uw Fifth Third award?
In 2024, James R Duncan Trust Uw Fifth Third awarded 21 grants totaling $250K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is James R Duncan Trust Uw Fifth Third required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James R Duncan Trust Uw Fifth Third reported a distributable amount of $282K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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