Owen G Duncan Revocable Trust
- Assets
- $2.7m
- Revenue
- $417.3k
- Investments
- $2.6m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 06/1994
- Data as of
- 12/2021
- EIN
- 39-6550386
Organization Overview
Owen G Duncan Revocable Trust is located in Milwaukee, WI. The organization was established in 1994. According to its NTEE Classification (B99) the organization is classified as: Education N.E.C., under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Owen G Duncan Revocable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Owen G Duncan Revocable Trust generated $417.3k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 20.2% each year . All expenses for the organization totaled $224.2k during the year ending 12/2021. While expenses have increased by 1.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Owen G Duncan Revocable Trust has awarded 12 individual grants totaling $1,027,676. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $85,514 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $331,794 |
| Capital Gain Net Income | $331,794 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $417,308 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $43,693 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,785 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $46,978 |
| Contributions, gifts, grants paid | $177,176 |
| Total expenses and disbursements | $224,154 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $66,206 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,166,065 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $5,612 |
| Total assets | $2,709,495 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Owen G Duncan Revocable Trust has awarded $177,176 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Ashland, WI PURPOSE: SCHOLARSHIPS | $88,588 |
CARMELITE SISTERS DCJ PURPOSE: GENERAL OPERATING | $88,588 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Minnesota Transitions Chartered School Minneapolis, MN | $28,235,035 | $63,864,968 |
Four Lakes Education Inc Mcfarland, WI | $19,510,761 | $31,025,737 |
Progressnow Education Lansing, MI | $1,591,280 | $29,411,544 |
College Possible Saint Paul, MN | $23,283,310 | $31,201,183 |
Spencer Foundation Chicago, IL | $670,624,797 | $32,472,140 |
Childrens First Fund The Chicago Public School Foundation Chicago, IL | $26,791,850 | $26,985,163 |
Midwest Dairy Association Saint Paul, MN | $7,228,337 | $23,101,295 |
Lycee Francais De Chicago Inc Chicago, IL | $48,724,560 | $20,322,112 |
Sertoma Centre Inc Alsip, IL | $22,208,490 | $17,472,414 |
Chippewa Luce Macinac Comm Action Human Resource Auth Inc Sault Ste Marie, MI | $6,136,968 | $10,393,284 |
Lac Courte Oreilles Ojibwe School Hayward, WI | $14,755,136 | $9,679,407 |
Illinois Cpa Society Chicago, IL | $13,009,574 | $9,942,006 |