Owen G Duncan Charitable Remainder Unitrust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Owen G Duncan Charitable Remainder Unitrust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1994, with $20,760 in FY2024 revenue. CharityIndex grades it D.
Po Box 634, Milwaukee, WI, 53201 EIN 39-6235682 Since 1994
Revenue (FY2024)
$21K
▲ 11.9% vs prior year
Expenses (FY2024)
$28K
Net assets
$303K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Owen G Duncan Charitable Remainder Unitrust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating132 mo reserves · -33% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Owen G Duncan Charitable Remainder Unitrust: 132 mo reserves · -33% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Owen G Duncan Charitable Remainder Unitrust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Owen G Duncan Charitable Remainder Unitrust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $7,277 (FY2013) to $21K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $303K
Operating margin
-33.1%
Spent more than it raised in the latest fiscal year.
Total assets
$303K
Total liabilities
$0
Net assets
$303K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $20,760▲11.9% | $27,641▼0.7% | $303,319▼2.3% | $303,319▼2.3% | 990PF |
| 2023 | $18,555▼34.3% | $27,837▼12.5% | $310,414▼3.0% | $310,414▼3.0% | 990PF |
| 2022 | $28,246▼53.7% | $31,807▲11.5% | $319,915▼1.2% | $319,915▼1.2% | 990PF |
| 2021 | $61,054▲124% | $28,529▲5.5% | $323,797▲11.0% | $323,797▲11.0% | 990PF |
| 2020 | $27,249▼50.2% | $27,038▼2.1% | $291,734▲0.1% | $291,734▲0.1% | 990PF |
| 2019 | $54,680▲18.7% | $27,624▲1.0% | $291,569▲10.2% | $291,569▲10.2% | 990PF |
| 2018 | $46,074▼1.1% | $27,337▲10.2% | $264,512▲16.2% | $264,512▲16.2% | 990PF |
| 2017 | $46,565▲109% | $24,803▼0.2% | $227,540▲1.6% | $227,540▲1.6% | 990PF |
| 2016 | $22,321▲38.0% | $24,856▼0.5% | $224,012▼1.0% | $224,012▼1.0% | 990PF |
| 2015 | $16,176▲6.9% | $24,990▲8.4% | $226,343▼3.7% | $226,343▼3.7% | 990PF |
| 2014 | $15,128▲108% | $23,044▲8.6% | $235,156▼3.3% | $235,156▼3.3% | 990PF |
| 2013 | $7,277 | $21,210 | $243,149▼5.4% | $243,149▼5.4% | 990PF |
| 2012 | — | $21,208▲8.3% | $257,026▼5.1% | $257,026▼5.1% | 990PF |
| 2011 | — | $19,589▲10.9% | $270,833▼2.1% | $270,833▼2.1% | 990PF |
| 2010 | — | $17,668 | $276,720 | $276,720 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Owen G Duncan Charitable Remainder Unitrust a legitimate nonprofit?
- Yes. Owen G Duncan Charitable Remainder Unitrust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-6235682, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Owen G Duncan Charitable Remainder Unitrust's EIN?
- Owen G Duncan Charitable Remainder Unitrust's Employer Identification Number (EIN) is 39-6235682.
- How much revenue does Owen G Duncan Charitable Remainder Unitrust report?
- Owen G Duncan Charitable Remainder Unitrust reported $20,760 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Owen G Duncan Charitable Remainder Unitrust have?
- CharityIndex grades Owen G Duncan Charitable Remainder Unitrust D, based on financial health (reserves and operating margin).
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Data for Owen G Duncan Charitable Remainder Unitrust (EIN 39-6235682) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.