James Duncan Phillips Fund for Harvard
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 2025. As of 2025, the organization holds $17.2M in total assets. In 2025, it awarded 1 grant totaling $1.0M. Net investment income was $564K.
James Duncan Phillips Fund for Harvard at a glance
In short: James Duncan Phillips Fund for Harvard gave $1.0M across 1 grant in 2025 (avg $1.0M), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,006,092
- -39.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,006,092
- -39.7% vs 2024
- Median grant
- $1,006,092
- Total assets
- $17,170,128
- -2.6% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who James Duncan Phillips Fund for Harvard funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Harvard University ($1.0M).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How James Duncan Phillips Fund for Harvard gives
- Giving grew 68% from 2022 to 2025. Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $598K (2022) to $1.7M (2024). In 2025 it made 1 grant totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard University Cambridge, MA | See Attached | $1,006,092 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $17,170,128 | $690,978 | $1,159,721 | $1,006,092 | 1 | $1,040,937 | $563,708 | $981,414 |
| 2024 | $17,627,642 | $2,601,857 | $1,853,160 | $1,669,604 | 1 | $1,733,191 | $2,425,993 | $911,982 |
| 2023 | $16,862,516 | $1,621,687 | $1,197,750 | $1,014,393 | 1 | $1,078,982 | $1,516,166 | $870,692 |
| 2022 | $16,452,790 | $22,058,530 | $700,260 | $598,485 | 1 | — | $1,300,052 | $939,107 |
Under IRS private-foundation payout rules, James Duncan Phillips Fund for Harvard reported a distributable amount of $981K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James Duncan Phillips Fund for Harvard's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2024
1 hr/week
$94K (2024) → $128K (2025)
Michele H. Gorab
Co-Trustee
New on the 2025 filing
1 hr/week
$6K (2025)
Steven Shapiro
Co-Trustee
New on the 2025 filing
1 hr/week
$6K (2025)
Former officers (1)
- Former: BNY Mellon NA (2022–2023) — Trustee
Data from IRS Form 990 filings, 2022–2025. "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
The highest reported compensation on the 2025 filing was $128K, to BNY Mellon N a (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about James Duncan Phillips Fund for Harvard
How much does James Duncan Phillips Fund for Harvard give each year?
James Duncan Phillips Fund for Harvard gave $1.0M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.7M across 1 grant.
How large is James Duncan Phillips Fund for Harvard?
James Duncan Phillips Fund for Harvard reported $17.2M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $981K (roughly 5% of its investment assets).
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 $17.2M in total assets as of 2025.
Where does James Duncan Phillips Fund for Harvard operate?
James Duncan Phillips Fund for Harvard has awarded grants in Massachusetts.
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 2022–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2022–2025
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