Owen G Duncan Revocable Trust
- Assets
- $2.6m
- Revenue
- $202.6k
- Investments
- $2.5m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 06/1994
- Data as of
- 12/2023
- 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 12/2023, Owen G Duncan Revocable Trust generated $202.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.4% each year. All expenses for the organization totaled $236.4k during the year ending 12/2023. While expenses have increased by 2.2% per year over the past 8 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 16 individual grants totaling $1,404,986. 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 | $117,740 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $83,773 |
| Capital Gain Net Income | $83,773 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,109 |
| Total Revenue | $202,622 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $44,474 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,656 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $48,630 |
| Contributions, gifts, grants paid | $187,726 |
| Total expenses and disbursements | $236,356 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $67,324 |
| 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 | $2,524,046 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $5,735 |
| Total assets | $2,597,105 |
| 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 $187,726 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
NORTHLAND COLLEGE PURPOSE: SCHOLARSHIPS | $93,863 |
CARMELITE SISTERS DCJ PURPOSE: GENERAL OPERATING | $93,863 |