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EIN 35-6028034

James R Duncan Trust Uw Fifth Third

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Cincinnati
State
Ohio
Year formed
1973
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
James R Duncan Trust Uw Fifth Third is a private foundation that primarily funds general support and program support. The purpose of this trust is to make charitable contributions to organizations as specified in the governing documents, using the investment income earned by the trust. Grantees include Deaconess Hospital and other organizations located in Cincinnati, OH. Last year, the trust made 16 grants.
Also known as...
James R Duncan Trust Uw Fifth Third Bank Trustee; James R Duncan TR Uw
Total revenues
$290,258
2023
Total expenses
$342,127
2023
Total assets
$4,707,575
2023
Num. employees
1
2023

Program areas at James R Duncan Trust Uw Fifth Third

Investment income earned by this Trust is used to make
Charitable contributions to organizations as specified in
The governing agreement
Investment income earned by this Trust is used to make
Charitable contributions to organizations as specified in
The governing agreement
Investment income earned by this Trust is used to make
Charitable contributions to organizations as specified in
The governing agreement

Grants made by James R Duncan Trust Uw Fifth Third

GranteeGrant descriptionAmount
Deaconess HospitalAnnual Fund$27,500
Boys and Girls Club of EvansvilleProject/program Support$18,000
Parenting Time CenterGeneral Operatng Support$15,000
...and 14 more grants made

Personnel at James R Duncan Trust Uw Fifth Third

NameTitle
Matthew CarothersTrustee

Financials for James R Duncan Trust Uw Fifth Third

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$126,834
Net rental income$0
Net gain from sale of non-inventory assets$162,134
Gross sales of inventory$0
Miscellaneous revenues$1,290
Total revenues$290,258

Form 990s for James R Duncan Trust Uw Fifth Third

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-23990PFView PDF
2022-122023-05-10990PFView PDF
2021-122022-05-11990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-06-09990PFView PDF
...and 7 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 1, 2021
Posted financials
Added Form 990PF for fiscal year 2020
October 17, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 27, 2021
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donations
General information
Address
PO Box 630858
Cincinnati, OH 45263
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Phone
(513) 534-5310
IRS details
EIN
35-6028034
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1973
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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