Civic Intelligence

Jan Duncan Foundation

990PF • Fiscal year 2024 • EIN 88-3338984

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

1400 Post Oak Blvd Suite Ste 625Houston, TX 77056

(713) 265-6818

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

93rd percentile

47%

Faster asset growth than 93% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

750%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,714,330

Up $4,713,410 (+47%) from 2023

Net Assets

Up

$14,714,330

Up $4,713,410 (+47%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$5,505,955

Up $4,858,216 (+750%) from 2023

Expenses

Up

$792,545

Up $43,033 (+5.7%) from 2023

Net Income

Up

$4,713,410

Up $4,815,183 (+4731%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2022: $10,102,693Liabilities 2022: $0Net Assets 2022: $10,102,6932022Assets 2023: $10,000,920Liabilities 2023: $0Net Assets 2023: $10,000,9202023Assets 2024: $14,714,330Liabilities 2024: $0Net Assets 2024: $14,714,3302024

Highlighted filing

2024

Assets$14,714,330
Liabilities$0
Net Assets$14,714,330

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2022: $10,122,351Expenses 2022: $19,658Net Income 2022: $10,102,6932022Revenue 2023: $647,739Expenses 2023: $749,512Net Income 2023: -$101,7732023Revenue 2024: $5,505,955Expenses 2024: $792,545Net Income 2024: $4,713,4102024

Highlighted filing

2024

Revenue$5,505,955
Expenses$792,545
Net Income$4,713,410
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN E DUNCANCo-Trustee-$0--
ANDREW B SMITHCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jan Duncan Foundation
EIN
88-3338984
In Care Of
% BDO USA
Phone
7132656818
Address
1400 Post Oak Blvd Suite Ste 625, Houston, TX 77056

Signing Officer

Name
Jan E Duncan
Title
Member
Phone
7139601706
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Jamie Gamez
Phone
7139601706
Raw XML Appendix332 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt015725
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING EXPENSES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07862
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07863
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS TRUIST 0005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ASSET BACKED BONDS 0005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SEE ATTACHMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01295932
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt178987
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01334447
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt179790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0287271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2753204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3768484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4454460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5763821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61225266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71915952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8606281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9241247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10343043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0258957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1196562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2721266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3960228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4485557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5769851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61266145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72596161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8831845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9233119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10342310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SHARES-ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SHARES-MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SHARES-INDUSTRY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SHARES-CONSUMER DISCRETIONARY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SHARES-CONSUMER STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SHARES-HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SHARES-FINANCIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SHARES-INFORMATION TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SHARES-COMMUNICATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SHARES-UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10SHARES-MUTUAL FUNDS-EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SEE ATTACHMENT
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02000040
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02043873
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0253395
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01252560
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01505955
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01505955
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07862
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07863
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01252560
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0750000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0750000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0253395
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0253395
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04713410
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02255349
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01252560
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01479272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018818
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018818
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0757862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0792545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01505955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05505955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026683
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01768659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14385127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2294241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0194181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11059229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0192448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11082621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01961107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15467748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2294241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TRUIST ACCOUNT 0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TRUIST ACCOUNT 0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TRUIST ACCOUNT 0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TRUIST ACCOUNT 0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01252560
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04713410
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014714330
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010000920
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014714330
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0598809
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0598809
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0598809
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0619371
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020562
IRS990PF/DistributableAmountGrp/TotalTaxAmt020562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt032000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt041164
IRS990PF/FMVAssetsEOYAmt015890131
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09372950
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012622950
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0567911
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03770020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03770020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01093702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01374919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01414237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06323360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07569351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08662001
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0627970
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02091380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010000920
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014714330
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015890131
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010000920
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014714330
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010000920
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014714330
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02015947
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02000040
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02043873
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012576062
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01491189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011084873
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0188641
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0619371
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012387421
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012576062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAN E DUNCAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW B SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01400 Post Oak Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11400 Post Oak Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177056
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0757862
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0757862
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02929 ALLEN PKWY 20TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0770197100
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BDO USA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07139601706
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. IT ONLY DISBURSES CHARITABLE FUNDS TO OTHER TAX-EXEMPT ORGANIZATIONS.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE FOUNDATION DOES NOT HAVE ANY PROGRAM-RELATED INVESTMENTS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAN E DUNCAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Texas Children's Hospital Restricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01919 South Braeswood Boulevard Sui
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0750000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0598809
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt080866
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0598809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078187
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0757862
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078187
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt080866
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jan E Duncan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02980 LAZY LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077019
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018818
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018818
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt18000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN E DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07139601706
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jan Duncan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAND
ReturnHeader/Filer/EIN0883338984
ReturnHeader/Filer/InCareOfNm0% BDO USA
ReturnHeader/Filer/PhoneNum07132656818
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 Post Oak Blvd Suite Ste 625
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 Allen Parkway 20th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770197100
ReturnHeader/PreparerPersonGrp/PhoneNum07139601706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Gamez
ReturnHeader/ReturnTs02025-11-14T11:23:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings