James Duncan Phillips Fund for Harvard

PITTSBURGH, PA EIN: 04-6061020

James Duncan Phillips Fund for Harvard is a private foundation focused on N/A, 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

+0.0% YoY

Avg Grant Size

$1.7M

+64.6% YoY

Under IRS private-foundation payout rules, James Duncan Phillips Fund for Harvard reported a distributable amount of $912K for 2024 — the minimum it must pay out in qualifying distributions.

About James Duncan Phillips Fund for Harvard

Based on IRS filings

Focus Areas

N/A

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $3.3M (100%)

States

Massachusetts

Cities

Cambridge

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Harvard University ($1,669,604).

Recipient	Purpose	Amount
HARVARD UNIVERSITY CAMBRIDGE, MA	SEE ATTACHED	$1,669,604

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BNY MELLON N A	TRUSTEE	1	$93,550

Subject Areas

Focus areas based on grantmaking activity

N/A

Frequently Asked Questions

What is James Duncan Phillips Fund for Harvard?

James Duncan Phillips Fund for Harvard is a private foundation focused on N/A, based in PITTSBURGH, PA. It holds $17.6M in total assets as of 2024.

How large is James Duncan Phillips Fund for Harvard?

As of 2024, James Duncan Phillips Fund for Harvard holds $17.6M in total assets with $2.6M in annual revenue. It awarded 1 grants totaling $1.7M in 2024.

Where does James Duncan Phillips Fund for Harvard operate?

James Duncan Phillips Fund for Harvard has awarded grants in Massachusetts.

What size grants does James Duncan Phillips Fund for Harvard award?

In 2024, James Duncan Phillips Fund for Harvard awarded 1 grants totaling $1.7M — an average of about $1.7M per grant, based on its IRS Form 990 filings.

How much is James Duncan Phillips Fund for Harvard required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James Duncan Phillips Fund for Harvard reported a distributable amount of $912K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James Duncan Phillips Fund for Harvard's EIN?

James Duncan Phillips Fund for Harvard's EIN (Employer Identification Number) is 04-6061020. IRS Form 990 filing data is available on this page for 2022–2024.