Public Charity

THE DUNCAN GROUP

THE DUNCAN GROUP, of SAN LUIS OBISPO, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $4.2M in revenue, $4.3M in expenses, $4.9M in total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $420K.

EIN: 770429830 SAN LUIS OBISPO, CA Housing Development, Construction & Management NTEE: L20 Latest filing: 2025
Total Revenue$4.2M
Total Expenses$4.3M
Total Assets$4.9M
Grants Given4
Grant Total$420K
Filing Years2021–2025

Mission

THE DUNCAN GROUP IS DEDICATED TO THE DEVELOPMENT OF AFFORDABLE HOUSING AND THE PROMOTION OF THE EDUCATIONAL, ECONOMIC AND SOCIAL DEVELOPMENT OF LOW- INCOME PERSONS AND GROUPS RESIDING IN CENTRAL AND SOUTHERN CALIFORNIA.

Where $100 goes at The Duncan Group

How The Duncan Group divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$77 Programs the work itself
$23 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $77 for programs

$77
The Duncan Group provides affordable rental housing for low-income persons and families residing in central and southern california and health, education and supportive programs for low-income families
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

COO/ASST TRE Anna Miller
ASSOC DIR PR Ashley Valenzuela
ASSISTANT TR Christi Ware
DIRECTOR Dieter Eckert
CFO/TREASURE Griffin Moore
DIRECTOR Hazel Davalos

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$300,000 3 grants
Unspecified
$120,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $4.2M $4.3M $4.9M
2024 $3.4M $3.7M $5.1M
2023 $3.0M $3.1M $5.2M
2022 $3.6M $2.9M $5.5M
2021 $2.8M $2.7M $6.0M

Between 2021 and 2025, reported annual revenue grew from $2.8M to $4.2M (+50%), with total assets most recently reported at $4.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE DUNCAN GROUP

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