Nonprofit · EIN 74-6064309
THE DUNCAN FUND
Tax-exempt · HOUSTON, TX 77002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,131,094 | $1,916,402 | $3,214,692 | $17,374,696 | $532 | $17,374,164 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,600,000
- Dividends
- $505,442
- Interest
- $10,311
- Net gain from sales of assets
- $965,906
- Other income
- $49,435
Expenses
- Grants and similar amounts paid
- $1,719,565
- Disbursements for charitable purposes
- $1,728,854
- Excise tax on investment income
- $19,492
Balance sheet and other
- Total assets, start of year
- $14,160,179
- Total assets, end of year
- $17,374,696
- Total liabilities, end of year
- $532
- Net assets, end of year
- $17,374,164
- Fair market value of assets
- $27,448,862
- Qualifying distributions
- $1,728,854
- Net investment income
- $1,523,559
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 |
|---|---|---|---|
| A S DUNCAN 600 TRAVIS STE 3550, HOUSTON, TX 77002 | PRESIDENT | 1 | $0 |
| M A DINGUS 600 TRAVIS STE 3550, HOUSTON, TX 77002 | VICE PRESIDENT | 1 | $0 |
| C W DUNCAN III 600 TRAVIS STE 3550, HOUSTON, TX 77002 | VICE PRESIDENT | 1 | $0 |
| L D MEINHARDT 600 TRAVIS STE 3550, HOUSTON, TX 77002 | SEC/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 TRAVIS ST STE 3550, HOUSTON, TX 77002-3036
- Signed the 990-PF
- CHARLES W DUNCAN III, VICE PRESIDENT
- Phone
- (713) 226-5035
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
- 74-6064309
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,374,696
- Income (IRS master file)
- $5,187,401
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,534,806 | $2,942,273 | $14,880,610 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THE DUNCAN FUND
- What is the EIN of THE DUNCAN FUND?
- The employer identification number (EIN) of THE DUNCAN FUND is 74-6064309.
- Is THE DUNCAN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to THE DUNCAN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE DUNCAN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE DUNCAN FUND 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 THE DUNCAN FUND 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 THE DUNCAN FUND?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE DUNCAN FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,131,094, expenses of $1,916,402 and total assets of $17,374,696 at year end.
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