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Nonprofit · EIN 20-3871657

BRUCE AND DEBORAH DUNCAN FOUNDATION

Tax-exempt · NAPLES, FL 34106

Financials

$8.8M$1.2M2023$19.2M$1.3M2024$13.4M$1.9M2025
Revenue Expenses · by fiscal year end
Financials of BRUCE AND DEBORAH DUNCAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$13,407,257$1,869,354$11,537,903$44,337,103$0$44,337,103
December 31, 2024990-PF$19,223,490$1,334,000$17,889,490$39,021,715$0$39,021,715
December 31, 2023990-PF$8,814,787$1,241,095$7,573,692$29,993,040$0$29,993,040
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,523,540
Dividends
$1,434,515
Net gain from sales of assets
$6,449,202

Expenses

Grants and similar amounts paid
$1,502,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,506,778
Excise tax on investment income
$108,683

Balance sheet and other

Total assets, start of year
$39,021,715
Total assets, end of year
$44,337,103
Total liabilities, end of year
$0
Net assets, end of year
$44,337,103
Fair market value of assets
$44,337,103
Qualifying distributions
$1,506,778
Net investment income
$7,883,717

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.

NameTitleHours / weekCompensation
BRUCE W DUNCAN
1285 GULF SHORE BLVD N SUITE 3A, NAPLES, FL 34102
PRESIDENT1$0
DEBORAH E DUNCAN
1285 GULF SHORE BLVD N SUITE 3A, NAPLES, FL 34102
VICE PRESIDENT10$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Bruce W Duncan
1285 Gulf Shore Blvd N Suite 3A, Naples, FL 34102
President1$0
Deborah E Duncan
1285 Gulf Shore Blvd N Suite 3A, Naples, FL 34102
Vice President1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BRUCE W DUNCAN
1285 GULF SHORE BLVD N SUITE 3A, NAPLES, FL 34102
PRESIDENT1$0
DEBORAH E DUNCAN
1285 GULF SHORE BLVD N SUITE 3A, NAPLES, FL 34102
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
PO BOX 3249, NAPLES, FL 34106-3249
In care of
% BRUCE W DUNCAN
Signed the 990-PF
BRUCE W DUNCAN, PRESIDENT
Phone
(312) 288-1289
Return prepared by
RSM US 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3871657
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$44,337,103
Income (IRS master file)
$21,343,921

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$13,407,257$1,869,354$44,337,103XML
990-PFDecember 2024$19,223,490$1,334,000$39,021,715IRS
990-PFDecember 2023$8,814,787$1,241,095$29,993,040XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-3871657).

Questions about BRUCE AND DEBORAH DUNCAN FOUNDATION

What is the EIN of BRUCE AND DEBORAH DUNCAN FOUNDATION?
The employer identification number (EIN) of BRUCE AND DEBORAH DUNCAN FOUNDATION is 20-3871657.
Is BRUCE AND DEBORAH DUNCAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to BRUCE AND DEBORAH DUNCAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRUCE AND DEBORAH DUNCAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BRUCE AND DEBORAH DUNCAN FOUNDATION 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 BRUCE AND DEBORAH DUNCAN FOUNDATION 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 BRUCE AND DEBORAH DUNCAN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does BRUCE AND DEBORAH DUNCAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,407,257, expenses of $1,869,354 and total assets of $44,337,103 at year end.

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