Co-ttee Uw of James W Dunphy

DALLAS, TX EIN: 04-6024367

Co-ttee Uw of James W Dunphy is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $20.4M in total assets. In 2024, it awarded 5 grants totaling $878K. Net investment income was $2.1M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$20.4M

+5.6% YoY

Annual Giving

$878K

+11.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$176K

+11.1% YoY

Under IRS private-foundation payout rules, Co-ttee Uw of James W Dunphy reported a distributable amount of $975K for 2024 — the minimum it must pay out in qualifying distributions.

About Co-ttee Uw of James W Dunphy

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $4.4M (100%)

States

Massachusetts

Cities

BostonLexingtonNorth HamptonRoxburySomerville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$20,379,818	$19,296,250	$20,062,742
Revenue	$2,236,062	$226,561	$-744,632
Expenses	$1,120,030	$989,096	$1,312,238
Qualifying Distributions	$959,608	$867,525	$1,036,725
Net Investment Income	$2,079,622	$309,490	$262,341
Distributable Amount	$975,363	$893,194	$918,145

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Little Sisters of Poor Home for the Aged ($329,245), Nazareth ($219,497), Cotting School ($109,748).

Recipient	Purpose	Amount
NAZARETH BOSTON, MA	UNRESTRICTED GENERAL	$219,497
COTTING SCHOOL LEXINGTON, MA	UNRESTRICTED GENERAL	$109,748
LITTLE SISTERS OF POOR HOME FOR THE AGED SOMERVILLE, MA	UNRESTRICTED GENERAL	$329,245
CHILDRENS' HOSPITAL MEDICAL CENTER BOSTON, MA	UNRESTRICTED GENERAL	$109,748
DIMOCK COMMUNITY HEALTH CENTER ROXBURY, MA	UNRESTRICTED GENERAL	$109,748

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	CO TRUSTEE	1	$155,994
FRANCIS M MCLAUGHLIN MD	CO TRUSTEE	5	$38,998

Frequently Asked Questions

How large is Co-ttee Uw of James W Dunphy?

As of 2024, Co-ttee Uw of James W Dunphy holds $20.4M in total assets with $2.2M in annual revenue. It awarded 5 grants totaling $878K in 2024.

Where does Co-ttee Uw of James W Dunphy operate?

Co-ttee Uw of James W Dunphy has awarded grants in Massachusetts.

What size grants does Co-ttee Uw of James W Dunphy award?

In 2024, Co-ttee Uw of James W Dunphy awarded 5 grants totaling $878K — an average of about $176K per grant, based on its IRS Form 990 filings.

How much is Co-ttee Uw of James W Dunphy required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Co-ttee Uw of James W Dunphy reported a distributable amount of $975K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.