Phillips James Duncan Tr Uwill

PITTSBURGH, PA EIN: 04-6061022

THE PHILLIP JAMES DUNCAN TR U/WILL TRUST IS A 501(C)(3) ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - GOVERNOR DUMMER ACADEMY

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

-1.8% YoY

Annual Giving

$125K

+66.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$125K

+66.7% YoY

About Phillips James Duncan Tr Uwill

Based on IRS filings

Phillips James Duncan Tr Uwill is a nonprofit organization focused on Public affairs, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 1 grants totaling $125K. Net investment income was $93K.

Focus Areas

Public affairs

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $500K (100%)

States

Massachusetts

Cities

Byfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,903,086	$3,973,565	$3,964,896
Revenue	$93,133	$118,978	$982,707
Expenses	$165,259	$107,441	$128,917
Qualifying Distributions	—	—	—
Net Investment Income	$93,133	$118,978	$982,707
Distributable Amount	—	—	—

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Governor Dummer Academy ($125,000).

Recipient	Purpose	Amount
GOVERNOR DUMMER ACADEMY BYFIELD, MA	—	$125,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RANDOLPH P BARTON	CO-TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Public affairs

Frequently Asked Questions

What is Phillips James Duncan Tr Uwill?

Phillips James Duncan Tr Uwill is a nonprofit organization focused on Public affairs, based in PITTSBURGH, PA. It holds $3.9M in total assets as of 2024.

How large is Phillips James Duncan Tr Uwill?

As of 2024, Phillips James Duncan Tr Uwill holds $3.9M in total assets with $93K in annual revenue. It awarded 1 grants totaling $125K in 2024.

Where does Phillips James Duncan Tr Uwill operate?

Phillips James Duncan Tr Uwill has awarded grants in Massachusetts.

What size grants does Phillips James Duncan Tr Uwill award?

In 2024, Phillips James Duncan Tr Uwill awarded 1 grants totaling $125K — an average of about $125K per grant, based on its IRS Form 990 filings.

What is Phillips James Duncan Tr Uwill's EIN?

Phillips James Duncan Tr Uwill's EIN (Employer Identification Number) is 04-6061022. IRS Form 990 filing data is available on this page for 2020–2024.