Nonprofit · EIN 20-0905873
DUNCAN FAMILY TRUST
Tax-exempt · LINCOLN, NE 68501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,924,675 | $634,480 | $1,290,195 | $3,023,166 | $0 | $3,023,166 |
| December 31, 2024 | 990-PF | $1,619,113 | $382,029 | $1,237,084 | $1,732,971 | $0 | $1,732,971 |
| December 31, 2023 | 990-PF | $14,344 | $396,605 | -$382,261 | $495,887 | $0 | $495,887 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,875,000
- Interest
- $49,675
Expenses
- Grants and similar amounts paid
- $631,770
- Disbursements for charitable purposes
- $634,284
- Excise tax on investment income
- $690
Balance sheet and other
- Total assets, start of year
- $1,732,971
- Total assets, end of year
- $3,023,166
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,023,166
- Fair market value of assets
- $3,023,166
- Qualifying distributions
- $634,284
- Net investment income
- $49,675
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J ROBERT DUNCAN PO BOX 81887, LINCOLN, NE 68501 | SECRETARY/DIRECTOR | 0.5 | $0 |
| CINDY MORRIS PO BOX 81887, LINCOLN, NE 68501 | TREASURER | 0.5 | $0 |
| CONNIE DUNCAN PO BOX 81887, LINCOLN, NE 68501 | VICE PRESIDENT/DIRECTOR | 0.5 | $0 |
| KATHERINE DUNCAN PO BOX 81887, LINCOLN, NE 68501 | PRESIDENT | 0.5 | $0 |
| D TODD DUNCAN PO BOX 81887, LINCOLN, NE 68501 | DIRECTOR | 0.5 | $0 |
| KAREN K DUNCAN PO BOX 81887, LINCOLN, NE 68501 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D TODD DUNCAN PO BOX 81887, LINCOLN, NE 68501 | DIRECTOR | 0.5 | $0 |
| J ROBERT DUNCAN PO BOX 81887, LINCOLN, NE 68501 | SECRETARY/DIRECTOR | 0.5 | $0 |
| CINDY MORRIS PO BOX 81887, LINCOLN, NE 68501 | TREASURER | 0.5 | $0 |
| KAREN K DUNCAN PO BOX 81887, LINCOLN, NE 68501 | DIRECTOR | 0.5 | $0 |
| CONNIE DUNCAN PO BOX 81887, LINCOLN, NE 68501 | VICE PRESIDENT/DIRECTOR | 0.5 | $0 |
| KATHERINE DUNCAN PO BOX 81887, LINCOLN, NE 68501 | PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J ROBERT DUNCAN PO Box 81887, Lincoln, NE 68501 | SECRETARY | 0 | $0 |
| D TODD DUNCAN PO Box 81887, Lincoln, NE 68501 | MEMBER AT LARGE | 0 | $0 |
| CINDY MORRIS PO Box 81887, Lincoln, NE 68501 | TREASURER | 0 | $0 |
| KAREN K DUNCAN PO Box 81887, Lincoln, NE 68501 | MEMBER AT LARGE | 0 | $0 |
| CONNIE DUNCAN PO Box 81887, Lincoln, NE 68501 | VICE PRESIDENT | 0 | $0 |
| KATHERINE DUNCAN PO Box 81887, Lincoln, NE 68501 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 81887, LINCOLN, NE 68501-1887
- In care of
- % CINDY MORRIS
- Signed the 990-PF
- CINDY MORRIS, OFFICER
- Phone
- (402) 475-2611
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0905873
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,023,166
- Income (IRS master file)
- $1,924,675
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,924,675 | $634,480 | $3,023,166 | IRS |
| 990-PF | December 2024 | $1,619,113 | $382,029 | $1,732,971 | IRS |
| 990-PF | December 2023 | $14,344 | $396,605 | $495,887 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0905873).
Questions about DUNCAN FAMILY TRUST
- What is the EIN of DUNCAN FAMILY TRUST?
- The employer identification number (EIN) of DUNCAN FAMILY TRUST is 20-0905873.
- Is DUNCAN FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to DUNCAN FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DUNCAN FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DUNCAN FAMILY TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DUNCAN FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DUNCAN FAMILY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does DUNCAN FAMILY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,924,675, expenses of $634,480 and total assets of $3,023,166 at year end.
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