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.
Key facts about James R Duncan Trust Uw Fifth Third
- EIN
- 35-6028034
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $250,000
- Grants made (2024)
- 21
- Average grant
- $11,905
- Median grant
- $12,500
- New grantees (estimate)
- 24% first-time grantees (5 of 21, 2024)
- Total assets
- $4,933,108
- Primary geography
- Indiana (88% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).
Who James R Duncan Trust Uw Fifth Third funds
By grant dollars, the top recipient states for James R Duncan Trust Uw Fifth Third's 21 itemized 2024 grants were Indiana (88%), Georgia (7%) and Illinois (5%). The most frequent recipient cities were Evansville, IN (16 grants), Indianapolis, IN (2 grants) and Atlanta, GA (2 grants). 43% of grants with a stated purpose were for general or operating support. Recurring purposes include "Project/program Support" (11 grants).
Is James R Duncan Trust Uw Fifth Third open to new grantees?
24%
first-time grantees, 2024
In 2024, 5 of 21 grantees (24%) were first-time recipients. First grants averaged $9K; repeat grants $13K. How we count
Medians: $10K first-time, $13K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−6%). Method
- In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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.
Ready to take the next step with James R Duncan Trust Uw Fifth Third?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 21 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Deaconess Hospital Inc ($35,000), Easter Seals Rehabilitaion Center ($25,000), Parenting Time Center ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DEACONESS HOSPITAL INC EVANSVILLE, IN | PROJECT/PROGRAM | $35,000 |
| EASTER SEALS REHABILITAION CENTER EVANSVILLE, IN | PROJECT/PROGRAM SUPPORT | $25,000 |
| PARENTING TIME CENTER EVANSVILLE, IN | PROJECT/PROGRAM SUPPORT | $15,000 |
| BUFFALO TRACE COUNCIL BOY SCOUTS EVANSVILLE, IN | PROJECT/PROGRAM SUPPORT | $15,000 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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.