The Duncan Group

SAN LUIS OBISPO, CA EIN: 77-0429830

THE DUNCAN GROUP IS DEDICATED TO THE DEVELOPMENT OF AFFORDABLE HOUSING AND THE PROMOTION OF THE EDUCATIONAL, ECONOMIC AND SOCIAL DEVELOPMENT OF LOW- INCOME PERSONS AND GROUPS RESIDING IN CENTRAL AND SOUTHERN CALIFORNIA.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.1M

-3.1% YoY

Revenue

$3.4M

+11.8% YoY

Net Investment Income

$77K

+79.0% YoY

Expenses

$3.7M

+17.3% YoY

About The Duncan Group

Based on IRS filings

The Duncan Group is a nonprofit organization focused on Housing & Shelter, based in SAN LUIS OBISPO, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.1M in total assets. Net investment income was $77K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

San Luis Obispo

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2021202220232024
Metric202420232022
Total Assets$5,071,830$5,233,610$5,468,265
Revenue$3,384,805$3,026,207$3,579,050
Expenses$3,653,851$3,114,878$2,895,639
Qualifying Distributions
Net Investment Income$77,067$43,048$201,299
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grants20211 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JANE RENAHANDIR OF PROPE$136KLIZ SMITHDIR OF COMPL$113K

From 2024 filing

NameTitleHoursCompensation
KENNETH TRIGUEIROPRESIDENT
ANNA MILLERCOO/ASST TRE
GRIFFIN MOORECFO/TREASURE
VERONICA GARCIAASSISTANT SE
TODD BROUSSARDASSISTANT SE
NICOLE RAMOSCHIEF HR & A
CHRISTI WAREASSISTANT TR
SHERYL FLORESASSISTANT SE
JANE RENAHANDIR OF PROPE40$135,777
LIZ SMITHDIR OF COMPL40$113,468
JAMES SHAMMASASSISTANT SE
GABRIELLE MILLERSECRETARY
KEVIN CLERICIDIRECTOR1
HAZEL DAVALOSDIRECTOR1
DIETER ECKERTDIRECTOR1
JOSE FLORESDIRECTOR1
VITO GIOLELLOVICE CHAIR1
SHELLY HIGGINBOTHAMCHAIR1
PAULA JOHNSONDIRECTOR1
SONIA KROTHDIRECTOR1
JULISSA PENADIRECTOR1
KAROL SCHULKINDIRECTOR1
NICK TOMPKINSDIRECTOR1
YOLANDA VASQUEZDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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