The Duncan Group
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.
The Duncan Group at a glance
- Total assets
- $4,895,664
- -3.5% vs 2024
- Revenue (2025)
- $4,229,137
- +24.9% vs 2024
- Net investment income (2025)
- $127,706
- +65.7% vs 2024
- Expenses (2025)
- $4,340,838
- +18.8% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Duncan Group funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $50K (2022) to $200K (2021). In 2023 it made 1 grant totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| People's Self-Help Housing Corp San Luis Obispo, CA | Contribution | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $4,895,664 | $4,229,137 | $4,340,838 | — | — | $127,706 |
| 2024 | $5,071,830 | $3,384,805 | $3,653,851 | — | — | $77,067 |
| 2023 | $5,233,610 | $3,026,207 | $3,114,878 | $50,000 | 1 | $43,048 |
| 2022 | $5,468,265 | $3,579,050 | $2,895,639 | $50,000 | 1 | $201,299 |
| 2021 | $6,027,936 | $2,810,734 | $2,743,641 | $200,000 | 1 | $41,187 |
| 2019 | $4,568,047 | $2,584,329 | $2,416,123 | $120,000 | 1 | $58,664 |
About The Duncan Group
Based on IRS filings
The Duncan Group is a public charity focused on Housing & Shelter, based in San Luis Obispo, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.9M in total assets. Net investment income was $128K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The Duncan Group is led by Kenneth Trigueiro, President since 2021 (on filings since 2019); 3 of 24 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kenneth Trigueiro
President
Executive Vice President & Treasurer → President, 2021
On filings since 2019
No compensation reported
Shelly Higginbotham
Chair
Director → Chair, 2021
On filings since 2019
1 hr/week
No compensation reported
Liz Smith
Director of Compl
On filings since 2023
40 hrs/week
$106K (2023) → $118K (2025)
Dieter Eckert
Director
Vice Chair → Director, 2021
On filings since 2019
1 hr/week
No compensation reported
Jose Flores
Director
On filings since 2019
1 hr/week
No compensation reported
Karol Schulkin
Director
On filings since 2019
1 hr/week
No compensation reported
Nick Tompkins
Director
On filings since 2019
1 hr/week
No compensation reported
Paula Johnson
Director
On filings since 2019
1 hr/week
No compensation reported
Hazel Davalos
Director
On filings since 2021
1 hr/week
No compensation reported
Julissa Pena
Director
On filings since 2021
1 hr/week
No compensation reported
Kevin Clerici
Director
On filings since 2021
1 hr/week
No compensation reported
Sonia Kroth
Director
On filings since 2021
1 hr/week
No compensation reported
Yolanda Vasquez
Director
On filings since 2024
1 hr/week
No compensation reported
Anna Miller
COO & Assistant Treasurer
On filings since 2021
$109K (2021) → $0 (2025)
Christi Ware
Assistant Tr
On filings since 2021
$53K (2021) → $0 (2025)
Ashley Valenzuela
Associate Director Pr
New on the 2025 filing
40 hrs/week
$110K (2025)
Omead Poure
Senior Portfolio
New on the 2025 filing
40 hrs/week
$103K (2025)
Griffin Moore
CFO & Treasurer
Chief Financial Officer & Assistant Treasurer → CFO & Treasurer, 2021
On filings since 2019
No compensation reported
James Shammas
Assistant Se
Assistant Secretary → Assistant Se, 2021
On filings since 2019
No compensation reported
Sheryl Flores
Assistant Se
Assistant Secretary → Assistant Se, 2021
On filings since 2019
No compensation reported
Todd Broussard
Assistant Se
Assistant Secretary → Assistant Se, 2021
On filings since 2019
No compensation reported
Vito Giolello
Vice Chair
Director → Vice Chair, 2021
On filings since 2019
1 hr/week
No compensation reported
Veronica Garcia
Assistant Se
On filings since 2022
No compensation reported
Nicole Ramos
Chief Hr & A
On filings since 2024
No compensation reported
Former officers (14)
- Former: Gabrielle Miller (2022–2024) — Secretary
- Former: Jane Renahan (2022–2024) — Director of Prope
- Former: Cindy Magliari (2021–2023) — Assistant Tr
- Former: Annette Schlosser (2019–2022) — Frmr Secretary
- Former: John Fowler (2019–2022) — Former President
- Former: Robert Pearson (2021–2022) — Director
- Former: Joe Thompson (2019–2021) — Former COO
- Former: Monica Demalleville (2019–2021) — Frmr Proj Mg
- Former: Yesenia Beas (2021) — Director
- Former: Anna Corbett (2019) — Director of Propery Management
- Former: Charles Fruit (2019) — Vice Chair
- Former: David Gustafson (2019) — Chair
- Former: Scott Fina (2019) — Director
- Former: Tensie Hernandez (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "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 $118K, to Liz Smith (DIR of Compl). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The Duncan Group
How large is The Duncan Group?
The Duncan Group reported $4.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.2M.
What is The Duncan Group?
The Duncan Group is a public charity focused on Housing & Shelter, based in San Luis Obispo, CA. It holds $4.9M in total assets as of 2025.
Where does The Duncan Group operate?
The Duncan Group has awarded grants in California.
What is The Duncan Group's EIN?
The Duncan Group's EIN (Employer Identification Number) is 77-0429830. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS March 11, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work The Duncan Group funds
Housing & Shelter Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Duncan Group's focus areas in our free grants database
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