Nonprofit · EIN 04-6061020
JAMES DUNCAN PHILLIPS TR UW
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $690,978 | $1,159,721 | -$468,743 | $17,170,128 | $0 | $17,170,128 |
| September 30, 2024 | 990-PF | $2,601,857 | $1,853,160 | $748,697 | $17,627,642 | $0 | $17,627,642 |
| September 30, 2023 | 990-PF | $1,621,687 | $1,197,750 | $423,937 | $16,862,516 | $0 | $16,862,516 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $489,241
- Net gain from sales of assets
- $193,251
- Other income
- $8,486
Expenses
- Grants and similar amounts paid
- $1,006,092
- Compensation of officers, directors and key employees
- $141,045
- Disbursements for charitable purposes
- $1,040,937
- Excise tax on investment income
- $7,836
Balance sheet and other
- Total assets, start of year
- $17,627,642
- Total assets, end of year
- $17,170,128
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,170,128
- Fair market value of assets
- $21,120,635
- Qualifying distributions
- $1,040,937
- Net investment income
- $682,492
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15320 | TRUSTEE | 1 | $128,491 |
| STEVEN SHAPIRO 35 NEWBURY NECK RD, NEWBURY, MA 019512405 | CO-TRUSTEE | 1 | $6,277 |
| MICHELE H GORAB 20 SNOWBIRD AVENUE, SOUTH WEYMOUTH, MA 02190 | CO-TRUSTEE | 1 | $6,277 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15230 | TRUSTEE | 1 | $93,550 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON NA PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $68,201 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % BNY MELLON NA TTEE
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (617) 722-7934
- Return prepared by
- PWC US TAX 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6061020
- 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
- 2022
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,170,128
- Income (IRS master file)
- $7,787,870
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $690,978 | $1,159,721 | $17,170,128 | XML |
| 990-PF | September 2024 | $2,601,857 | $1,853,160 | $17,627,642 | XML |
| 990-PF | September 2023 | $1,621,687 | $1,197,750 | $16,862,516 | XML |
| 990-PF | September 2022 | – | – | – | 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 04-6061020).
Questions about JAMES DUNCAN PHILLIPS TR UW
- What is the EIN of JAMES DUNCAN PHILLIPS TR UW?
- The employer identification number (EIN) of JAMES DUNCAN PHILLIPS TR UW is 04-6061020.
- Is JAMES DUNCAN PHILLIPS TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JAMES DUNCAN PHILLIPS TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES DUNCAN PHILLIPS TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES DUNCAN PHILLIPS TR UW due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES DUNCAN PHILLIPS TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JAMES DUNCAN PHILLIPS TR UW?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $128,491 (BNY MELLON N A, TRUSTEE).
- How much revenue does JAMES DUNCAN PHILLIPS TR UW have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $690,978, expenses of $1,159,721 and total assets of $17,170,128 at year end.
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