Phillips James Duncan Tr Uwill

Foundation · Grantmaker Pittsburgh, PA EIN: 04-6061022
Public affairs

The phillip james duncan tr u/will trust is a 501(c)(3) organization which supports the following organization - governor dummer academy

Key facts about Phillips James Duncan Tr Uwill

In short: Phillips James Duncan Tr Uwill gave $100K across 1 grant in 2025 (avg $100K), mostly in Massachusetts. Source: 2025 IRS Form 990.

EIN
04-6061022
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$100,000
Grants made (2025)
1
Average grant
$100,000
Median grant
$100,000
Total assets
$3,911,140
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$3.9M

+0.2% YoY

Annual Giving

$100K

-20.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$100K

-20.0% YoY

How Phillips James Duncan Tr Uwill gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method

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

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 2019 through 2025. As of 2025, the organization holds $3.9M in total assets. In 2025, it awarded 1 grant totaling $100K. Net investment income was $147K.

Focus Areas

Public affairs
Your AI grants department

Ready to take the next step with Phillips James Duncan Tr Uwill?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

Cities

Byfield

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Governor Dummer Academy: $100KGovernor Dummer Academy$100K

Grant Size Distribution

5 grants across all recorded years

<$50K1$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
GOVERNOR DUMMER ACADEMY Byfield, MA—$100,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019202020212022202320242025
Metric202520242023
Total Assets$3,911,140$3,903,086$3,973,565
Revenue$146,663$93,133$118,978
Expenses$138,563$165,259$107,441
Qualifying Distributions———
Net Investment Income$146,663$93,133$118,978
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS February 6, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS January 26, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS February 12, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS February 8, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS February 8, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS February 7, 2025)
  7. Updated Form 990 for fiscal year 2025 (received by the IRS February 4, 2026)

Leadership & Key People

Officers and directors from IRS filings

Phillips James Duncan Tr Uwill's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Michele H. Gorab

    Co-Trustee

    New on the 2025 filing

    1 hr/week

    $1K (2025)

  • Steven Shapiro

    Co-Trustee

    New on the 2025 filing

    1 hr/week

    $1K (2025)

Former officers (2)
  • Former: Randolph P. Barton (2019–2024) — Co-Trustee
  • Former: Josiah H. Welch (2019–2021) — Co-Trustee

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

Steven Shapiro — Co-Trustee: $1KSteven ShapiroCo-Trustee$1KMichele H Gorab — Co-Trustee: $1KMichele H GorabCo-Trustee$1K

Frequently asked questions about Phillips James Duncan Tr Uwill

How much does Phillips James Duncan Tr Uwill give each year?

Phillips James Duncan Tr Uwill gave $100K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $125K across 1 grant.

How large is Phillips James Duncan Tr Uwill?

Phillips James Duncan Tr Uwill reported $3.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $147K.

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 2025.

Where does Phillips James Duncan Tr Uwill operate?

Phillips James Duncan Tr Uwill has awarded grants in Massachusetts.

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 2019–2025.

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

Your AI grants department

Here's the math on researching Phillips James Duncan Tr Uwill by hand.

Explore Open Grants

Browse active grant opportunities in Phillips James Duncan Tr Uwill's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Penner Family Foundation Inc

Bentonville, AR

Penner Family Foundation supports higher education, athletics, scholarships and research, community and economic development, and mental health, with 2024 grants concentrated in Rhode Island and California, followed by New York, Washington, DC, and Texas. Its 82 grants ranged from $1,000 to $9 million, with a median of $20,000. It funds only preselected charitable organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$97.3M

Grants

82

Total Given

$31.3M

The Rob Walton Foundation

Bentonviille, AR

The Rob Walton Foundation primarily funds large-scale conservation in Sub-Saharan Africa, especially protected areas, and related work supporting local communities, conservation organizations, and public-sector capacity. Its 2024 grants ranged from $5,000 to $33.9 million, with a median of $50,000; it supports work across 33 African countries, though grant recipients are based largely in several U.S. states. It funds only preselected charitable organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$441.2M

Grants

61

Total Given

$107.1M

Eastern Bank Foundation

Wakefield, MA

Eastern Bank Foundation funds systemic efforts to advance economic inclusion and mobility, including small-business equity, early childhood development, affordable housing, and workforce development. Its programs range from $1,000–$10,000 for Community Donations, up to $15,000 for CITC Grants, and $50,000–$150,000 for Impact Grants; it supports organizations primarily in Massachusetts, New Hampshire, and Rhode Island. The foundation accepts online applications, with no specific submission deadlines stated.

Assets

—

Grants

1,786

Total Given

$19.0M

French Fdn Tr Udecl

Pittsburgh, PA

FRENCH FDN TR UDECL supports a range of causes, including land and watershed protection, clean energy, wildlife conservation, and services for people who are blind or visually impaired. Its 2024 grants ranged from $500 to $20,000, with a median of $5,000; funding was concentrated in New Hampshire, with additional grants across several other states. Whether it accepts unsolicited requests is not stated.

Assets

$7.2M

Grants

69

Total Given

$420K

National Trust for Historic Preservation in the United States

Washington, DC

The National Trust for Historic Preservation funds preservation planning, education, organizational capacity, and—in some programs—building restoration and other capital work, particularly at culturally significant historic places. Its 2025 grants had a median of $37,500, while several targeted programs typically offer $2,500–$15,000; funding reaches organizations across the United States, with some programs focused on specific states. The profile does not state whether it accepts unsolicited requests.

Arts, Culture & Humanities

Assets

$562.9M

Grants

209

Total Given

$22.2M

Tony and Renee Marlon Charitable Foundat

Las Vegas, NV

The foundation supports a range of education, arts, health, and human-services organizations, with 82% of its 2024 grant dollars going to Nevada. Its 39 grants totaled about $1.97 million, ranging from $3,800 to $446,053, with a median of $30,000. It does not accept unsolicited requests and gives only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$30.7M

Grants

39

Total Given

$2.0M

Schumann Robert F Fdn-Main

Saint Louis, MO

The foundation funds environmental sustainability, education, and the arts, with particular interest in ornithology and open-space habitats; recent grants have gone mainly to organizations in New York, Connecticut, Maryland, Pennsylvania, and Massachusetts. Its 2024 grants ranged from $1,300 to $400,000, with a median of $25,000. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

—

Grants

59

Total Given

$2.5M

The Northrop Grumman Foundation

Falls Church, VA

The Northrop Grumman Foundation funds STEM education and workforce development, as well as national disaster response, supporting 501(c)(3) organizations across the United States. Its 2024 grants ranged from $50 to $1 million, with a median of $500; it makes charitable grants by invitation only and does not accept unsolicited requests.

Assets

$20.1M

Grants

1,284

Total Given

$12.4M

The Cigna Group Foundation

Philadelphia, PA

The Cigna Group Foundation, established in 1964, supports nonprofits addressing critical health challenges including youth mental health, veteran support, health equity, and senior care, with a commitment of over $27 million in grants through 2026. Grants typically range from $50,000 to $150,000+, though the foundation made thousands of smaller grants averaging $3,000 in 2024. The foundation prioritizes funding in ten states where Cigna has significant customer presence: Arizona, Connecticut, Florida, Georgia, Illinois, Missouri, New Jersey, Pennsylvania, Tennessee, and Texas.

Assets

$127.2M

Grants

4,075

Total Given

$14.1M

Chubb Charitable Foundation

Philadelphia, PA

The Chubb Charitable Foundation supports youth development through education, mentorship, financial literacy, entrepreneurship, and community programs, as well as organizations working in areas such as humanitarian aid, health, and disability services. Its 2024 grants ranged from $50 to $1 million, with a median of $200; funding was concentrated in New York, Washington, D.C., New Jersey, and Pennsylvania. The foundation directs applicants to its proposal guidelines and states that it does not limit giving to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$74.9M

Grants

3,719

Total Given

$6.3M

Lincoln Financial Foundation Inc

Radnor, PA

Established in 1962, Lincoln Financial Foundation supports nonprofit organizations in arts, education, human services, and workforce development, with a geographic focus on Indiana, North Carolina, and Pennsylvania, though grants reach organizations across all 50 states. The foundation distributes grants ranging from a few hundred dollars to $270,000, with recent annual giving exceeding $6.8 million across hundreds of grants. Eligible applicants must be 501(c)(3) organizations, with separate application deadlines for each funding category throughout the year.

Assets

—

Grants

3,159

Total Given

$8.8M

The Pfizer Foundation Inc

New York, NY

The Pfizer Foundation promotes access to quality healthcare, nurtures health innovation, and supports community involvement globally, with particular focus on vaccine-preventable illness, women's health, and strengthening health systems in lower-income countries. Grant sizes range from $1,000 through employee volunteer matching to multi-million dollar global health innovation grants, with recent awards exceeding $4 million. The foundation funds organizations internationally, with emphasis on sub-Saharan Africa and the United States, and actively supports Pfizer employee volunteer initiatives and matching gift programs.

Assets

$255.3M

Grants

9,306

Total Given

$23.2M

More Funders in Pennsylvania

Phillips James Duncan Tr Uwill down — hundreds of funders to go?

Want AI to do this for you?