Phillips James Duncan Tr Uwill
The phillip james duncan trust is a 501(c)(3) organization which supports the following organization - essex institute (known now as peabody essex museum due to a merger with peabody museum of salem)
Phillips James Duncan Tr Uwill at a glance
In short: Phillips James Duncan Tr Uwill gave $8K across 1 grant in 2025 (avg $8K), mostly in Massachusetts. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $7,532
- +34.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,532
- +34.2% vs 2024
- Median grant
- $7,532
- Total assets
- $556,891
- -1.5% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Phillips James Duncan Tr Uwill funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Peabody Essex Museum ($8K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 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 Phillips James Duncan Tr Uwill gives
- Giving fell 32% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2023) to $752K (2021). In 2025 it made 1 grant totaling $8K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Peabody Essex Museum Salem, MA | — | $7,532 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $556,891 | $11,827 | $20,147 | $7,532 | 1 | $11,827 |
| 2024 | $565,195 | $48,407 | $22,928 | $5,614 | 1 | $48,407 |
| 2023 | $539,231 | $12,458 | $17,965 | $4,627 | Total only | $12,458 |
| 2022 | $545,241 | $53,912 | $21,223 | $11,113 | 1 | $53,912 |
| 2021 | $512,556 | $229,350 | $765,978 | $752,408 | 1 | $229,350 |
| 2020 | $1,049,182 | $29,440 | $34,568 | $15,400 | 1 | $29,440 |
| 2019 | $1,054,310 | $89,213 | $35,405 | $18,932 | 1 | $89,213 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Phillips James Duncan Tr Uwill
Based on IRS filings
Phillips James Duncan Tr Uwill is a public charity, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $557K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $12K.
Leadership & Key People
Officers and directors from IRS filings
Phillips James Duncan Tr Uwill's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
BNY Mellon NA
Co-Trustee
Co-Trustee & Fee Reimbursement → Co-Trustee, 2020
On filings since 2019
1 hr/week
$14K (2019) → $9K (2025)
Michele H. Gorab
Co-Trustee
New on the 2025 filing
1 hr/week
$393 (2025)
Stephen Shapiro
Co-Trustee
New on the 2025 filing
1 hr/week
$393 (2025)
Former officers (2)
- Former: Randolph P. Barton (2019–2024) — Co-Trustee
- Former: Josiah H. Welch (2019–2020) — 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
The highest reported compensation on the 2025 filing was $9K, to BNY Mellon NA (Co-Trustee). 3 officers or directors reported compensation on that filing.
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 $8K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $6K across 1 grant.
How large is Phillips James Duncan Tr Uwill?
Phillips James Duncan Tr Uwill reported $557K in total assets on its 2025 IRS Form 990. Its revenue that year was $12K.
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 04-6061034. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS February 8, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 4, 2026)
- Updated Form 990 for fiscal year 2019 (received by the IRS February 6, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS January 26, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 8, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 7, 2025)
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