Co-Ttee Uw of James W Dunphy

Private foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $21.2M in total assets. In 2025, it awarded 5 grants totaling $873K. Net investment income was $1.8M.

Key facts about Co-Ttee Uw of James W Dunphy

In short: Co-Ttee Uw of James W Dunphy gave $873K across 5 grants in 2025 (avg $175K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6024367
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$872,698
Grants made (2025)
5
Average grant
$174,540
Median grant
$109,087
Total assets
$21,160,569
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$21.2M

+3.8% YoY

Annual Giving

$873K

-0.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$175K

-0.6% YoY

Under IRS private-foundation payout rules, Co-Ttee Uw of James W Dunphy reported a distributable amount of $1.0M for 2025 — the minimum it must pay out in qualifying distributions.

How Co-Ttee Uw of James W Dunphy gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 5 itemized grants.

Cities

BostonLexingtonRoxburySomervilleNorth Hampton

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M5 grants2019 5 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $749K (2019) to $965K (2022). In 2025 it made 5 grants totaling $873K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Little Sisters of Poor Home for the Aged: $327KLittle Sisters of Poor Homefor the Aged$327KNazareth: $218KNazareth$218KCotting School: $109KCotting School$109KChildrens' Hospital Medical Center: $109KChildrens' Hospital MedicalCenter$109KDimock Community Health Center: $109KDimock Community Health Center$109K

The largest 2025 recipient was Little Sisters of Poor Home for the Aged ($327K). Together the top 5 received $873K.

Grant Size Distribution

25 grants across all recorded years

<$50K3$50–100K17$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 17 grants of 25 (68%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Little Sisters of Poor Home for the Aged Somerville, MAUnrestricted General$327,262
Nazareth Boston, MAUnrestricted General$218,175
Cotting School Lexington, MAUnrestricted General$109,087
Childrens' Hospital Medical Center Boston, MAUnrestricted General$109,087
Dimock Community Health Center Roxbury, MAUnrestricted General$109,087

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$21,160,569$20,379,818$19,296,250
Revenue$1,907,802$2,236,062$226,561
Expenses$1,137,081$1,120,030$989,096
Qualifying Distributions$960,082$959,608$867,525
Net Investment Income$1,764,167$2,079,622$309,490
Distributable Amount$1,048,976$975,363$893,194

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Co-Ttee Uw of James W Dunphy's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Bank Of America

    Co Trustee

    On filings since 2019

    1 hr/week

    $132K (2019) → $167K (2025)

  • Francis M. McLaughlin MD

    Co Trustee

    On filings since 2019

    5 hrs/week

    $33K (2019) → $42K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Co Trustee: $167KBank of AmericaCo Trustee$167KFrancis M McLaughlin MD — Co Trustee: $42KFrancis M McLaughlin MDCo Trustee$42K

The highest reported compensation on the 2025 filing was $167K, to Bank of America (Co Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Co-Ttee Uw of James W Dunphy

How much does Co-Ttee Uw of James W Dunphy give each year?

Co-Ttee Uw of James W Dunphy gave $873K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $878K across 5 grants.

What is Co-Ttee Uw of James W Dunphy's typical grant size?

Co-Ttee Uw of James W Dunphy's median grant in 2025 was $109,087, and its average grant was $174,540, across 5 grants on its 2025 IRS Form 990-PF.

Where does Co-Ttee Uw of James W Dunphy give grants?

Co-Ttee Uw of James W Dunphy gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (2 grants).

Does Co-Ttee Uw of James W Dunphy give general operating support?

Yes: 100% of Co-Ttee Uw of James W Dunphy's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Co-Ttee Uw of James W Dunphy's largest grantees?

Co-Ttee Uw of James W Dunphy's largest 2025 grantees include Little Sisters of Poor Home for the Aged ($327,262), Nazareth ($218,175) and Cotting School ($109,087), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.

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

Co-Ttee Uw of James W Dunphy reported $21.2M in total assets on its 2025 IRS Form 990-PF. It paid out $960K in qualifying distributions that year, against a required minimum of $1.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Co-Ttee Uw of James W Dunphy's EIN?

Co-Ttee Uw of James W Dunphy's EIN (Employer Identification Number) is 04-6024367. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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