James Duncan Phillips Fund for Harvard

PITTSBURGH, PA EIN: 04-6061020

James Duncan Phillips Fund for Harvard is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $17.6M in total assets. In 2024, it awarded 1 grants totaling $1.7M. Net investment income was $2.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$17.6M

+4.5% YoY

Annual Giving

$1.7M

+64.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$1.7M

+64.6% YoY

About James Duncan Phillips Fund for Harvard

Based on IRS filings

James Duncan Phillips Fund for Harvard is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $17.6M in total assets. In 2024, it awarded 1 grants totaling $1.7M. Net investment income was $2.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Cambridge

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6M$12M$18M$24M202220232024
Metric202420232022
Total Assets$17,627,642$16,862,516$16,452,790
Revenue$2,601,857$1,621,687$22,058,530
Expenses$1,853,160$1,197,750$700,260
Qualifying Distributions$1,733,191$1,078,982
Net Investment Income$2,425,993$1,516,166$1,300,052
Distributable Amount$911,982$870,692$939,107

Giving Over Time

Total grant dollars and number of grants per year

$0$417K$835K$1M$2M1 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

HARVARD UNIVERSITY$1.7M

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K$100–250K$250–500K1$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BNY MELLON N ATRUSTEE$94K

From 2024 filing

NameTitleHoursCompensation
BNY MELLON N ATRUSTEE1$93,550

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

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