Owen G Duncan Revocable Trust

Milwaukee, WI
Tax-exempt since June 1994
EIN: 39-6550386

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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.

Category: Education N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$158k (2024)

Expenses

$234k (2024)

Total Assets

$2.52M (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

$158,154

Expenses

$234,027

Net Income

-$75,873

Net Assets

$2,518,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,300	77.3%
Sales of Assets	$35,808	22.6%
Other Income	$46	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,333	79.6%
Compensation of Officers*	$48,421	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,518,703
Total Liabilities	$0
Net Assets	$2,518,703

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$48,421	$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

$202,622

Expenses

$236,356

Net Income

-$33,734

Net Assets

$2,597,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,740	58.1%
Sales of Assets	$83,773	41.3%
Other Income	$1,109	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,673	81.9%
Compensation of Officers*	$44,474	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,597,105
Total Liabilities	$0
Net Assets	$2,597,105

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$44,474	$0

990-PF

Filed on Sept. 13, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$190,516

Expenses

$264,737

Net Income

-$74,221

Net Assets

$2,632,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,495	44.9%
Sales of Assets	$104,979	55.1%
Other Income	$42	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,783	82.3%
Compensation of Officers*	$41,625	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,632,682
Total Liabilities	$0
Net Assets	$2,632,682

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$41,625	$0

990-PF

Filed on May 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$417,308

Expenses

$224,154

Net Income

$193,154

Net Assets

$2,709,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,514	20.5%
Sales of Assets	$331,794	79.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,045	81.7%
Compensation of Officers*	$43,693	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,709,495
Total Liabilities	$0
Net Assets	$2,709,495

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$43,693	$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

$212,683

Expenses

$221,675

Net Income

-$8,992

Net Assets

$2,520,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,544	33.6%
Sales of Assets	$141,082	66.3%
Other Income	$57	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,105	83.5%
Compensation of Officers*	$39,414	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,520,086
Total Liabilities	$1
Net Assets	$2,520,085

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$39,414	$0

990-PF

Filed on May 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$382,806

Expenses

$225,315

Net Income

$157,491

Net Assets

$2,529,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,123	23.8%
Sales of Assets	$291,683	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,456	81.0%
Compensation of Officers*	$37,975	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,529,597
Total Liabilities	$1
Net Assets	$2,529,596

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$37,975	$0

990-PF

Filed on May 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$383,853

Expenses

$219,696

Net Income

$164,157

Net Assets

$2,372,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,051	20.6%
Sales of Assets	$304,802	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,925	78.7%
Compensation of Officers*	$36,698	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,372,097
Total Liabilities	$0
Net Assets	$2,372,097

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$36,698	$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

$372,887

Expenses

$197,139

Net Income

$175,748

Net Assets

$2,052,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,012	17.7%
Sales of Assets	$306,875	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,814	84.1%
Compensation of Officers*	$35,929	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,052,072
Total Liabilities	$0
Net Assets	$2,052,072

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$35,929	$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

$167,055

Expenses

$198,351

Net Income

-$31,296

Net Assets

$2,035,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,071	42.5%
Sales of Assets	$95,680	57.3%
Other Income	$304	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,794	86.1%
Compensation of Officers*	$33,775	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,035,267
Total Liabilities	$0
Net Assets	$2,035,267

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$33,775	$0

990-PF

Filed on May 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$114,792

Expenses

$197,993

Net Income

-$83,201

Net Assets

$2,063,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,638	57.2%
Sales of Assets	$49,154	42.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,036	82.8%
Compensation of Officers*	$33,557	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,063,604
Total Liabilities	$0
Net Assets	$2,063,604

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$33,557	$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

$129,067

Expenses

$181,861

Net Income

-$52,794

Net Assets

$2,146,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,468	53.0%
Sales of Assets	$60,599	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,117	83.1%
Compensation of Officers*	$32,778	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,146,807
Total Liabilities	$0
Net Assets	$2,146,807

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$32,778	$0

990-PF

Filed on May 12, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$67,134

Expenses

$167,415

Net Income

-$100,281

Net Assets

$2,200,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,547	91.7%
Sales of Assets	$5,587	8.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,425	82.7%
Compensation of Officers*	$31,009	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,200,185
Total Liabilities	$0
Net Assets	$2,200,185

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$31,009	$0

990-PF

Filed on Aug. 11, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$72,553

Expenses

$169,854

Net Income

-$97,301

Net Assets

$2,298,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,055	81.4%
Sales of Assets	$13,498	18.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,444	79.7%
Compensation of Officers*	$28,502	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,298,105
Total Liabilities	$1
Net Assets	$2,298,104

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$236,678

Expenses

$152,412

Net Income

$84,266

Net Assets

$2,395,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,988	15.6%
Sales of Assets	$199,690	84.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,042	82.7%
Compensation of Officers*	$27,743	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,395,389
Total Liabilities	$1
Net Assets	$2,395,388

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 Revocable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $158k (2024)

Expenses $234k (2024)

Total Assets $2.52M (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

$158k (2024)

Expenses

$234k (2024)

Total Assets

$2.52M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2020

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2018

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2017

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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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