Owen G Duncan Charitable Remainder Unitrust

Milwaukee, WI
Tax-exempt since Sept. 1994
EIN: 39-6235682

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$20.8k (2024)

Expenses

$27.6k (2024)

Total Assets

$303k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$20,760

Expenses

$27,641

Net Income

-$6,881

Net Assets

$303,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,990	67.4%
Sales of Assets	$6,765	32.6%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,340	77.2%
Compensation of Officers*	$6,707	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$303,319
Total Liabilities	$0
Net Assets	$303,319

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$6,707	$0

990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$18,555

Expenses

$27,837

Net Income

-$9,282

Net Assets

$310,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,538	73.0%
Sales of Assets	$4,853	26.2%
Other Income	$164	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,976	78.9%
Compensation of Officers*	$6,178	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$310,414
Total Liabilities	$0
Net Assets	$310,414

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$6,178	$0

990-PF

Filed on Sept. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$28,246

Expenses

$31,807

Net Income

-$3,561

Net Assets

$319,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,078	35.7%
Sales of Assets	$18,162	64.3%
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,049	75.6%
Compensation of Officers*	$7,047	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$319,915
Total Liabilities	$0
Net Assets	$319,915

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,047	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$61,054

Expenses

$28,529

Net Income

$32,525

Net Assets

$323,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,647	15.8%
Sales of Assets	$51,407	84.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,035	77.2%
Compensation of Officers*	$7,914	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$323,797
Total Liabilities	$0
Net Assets	$323,797

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,914	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$27,249

Expenses

$27,038

Net Income

$211

Net Assets

$291,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,313	30.5%
Sales of Assets	$18,936	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,485	79.5%
Compensation of Officers*	$6,568	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$291,734
Total Liabilities	$1
Net Assets	$291,733

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$6,568	$0

990-PF

Filed on May 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$54,680

Expenses

$27,624

Net Income

$27,056

Net Assets

$291,568

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,909	20.0%
Sales of Assets	$43,771	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,431	77.6%
Compensation of Officers*	$6,490	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$291,569
Total Liabilities	$1
Net Assets	$291,568

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$6,490	$0

990-PF

Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$46,074

Expenses

$27,337

Net Income

$18,737

Net Assets

$264,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,288	20.2%
Sales of Assets	$36,786	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,543	75.1%
Compensation of Officers*	$6,425	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$264,512
Total Liabilities	$0
Net Assets	$264,512

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$6,425	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$46,565

Expenses

$24,803

Net Income

$21,762

Net Assets

$227,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,638	16.4%
Sales of Assets	$38,927	83.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,579	78.9%
Compensation of Officers*	$6,087	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,540
Total Liabilities	$0
Net Assets	$227,540

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$6,087	$0

990-PF

Filed on April 21, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$22,321

Expenses

$24,856

Net Income

-$2,535

Net Assets

$224,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,833	35.1%
Sales of Assets	$14,488	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,291	81.6%
Compensation of Officers*	$5,546	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,012
Total Liabilities	$0
Net Assets	$224,012

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,546	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$16,176

Expenses

$24,990

Net Income

-$8,814

Net Assets

$226,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,820	48.3%
Sales of Assets	$8,356	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,527	78.1%
Compensation of Officers*	$5,566	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$226,343
Total Liabilities	$0
Net Assets	$226,343

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$5,566	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$15,128

Expenses

$23,044

Net Income

-$7,916

Net Assets

$235,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,387	55.4%
Sales of Assets	$6,741	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,000	78.1%
Compensation of Officers*	$5,410	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$235,156
Total Liabilities	$0
Net Assets	$235,156

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,410	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$7,277

Expenses

$21,210

Net Income

-$13,933

Net Assets

$243,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,200	98.9%
Sales of Assets	$77	1.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,669	78.6%
Compensation of Officers*	$4,907	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$243,149
Total Liabilities	$0
Net Assets	$243,149

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$4,907	$0

990-PF

Filed on Aug. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$7,401

Expenses

$21,208

Net Income

-$13,807

Net Assets

$257,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,158	96.7%
Sales of Assets	$243	3.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,652	78.5%
Compensation of Officers*	$4,538	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$257,026
Total Liabilities	$1
Net Assets	$257,025

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,623

Expenses

$19,589

Net Income

-$5,966

Net Assets

$270,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,835	35.5%
Sales of Assets	$8,788	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,452	78.9%
Compensation of Officers*	$4,461	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$270,833
Total Liabilities	$1
Net Assets	$270,832

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated March 23, 2026

Owen G Duncan Charitable Remainder Unitrust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.8k (2024)

Expenses $27.6k (2024)

Total Assets $303k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$20.8k (2024)

Expenses

$27.6k (2024)

Total Assets

$303k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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