2024-05-07T09:01:45-05:00 2023-12-31 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990 2023-01-01 046061035 PHILLIPS JAMES DUNCAN TR UWILL PHIL 6177227209 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 6177227209 2024-03-24 true true DANIEL WALTMAN P01233408 4123556000 2024-03-24 X 2023 2023-04-26 12:10:37Z 4047507 false X N/A X 1954 MA THE PHILLIP JAMES DUNCAN TRUST IS A TYPE III SUPPORTING ORGANIZATION THAT SUPPORTS THE FOLLOWING ORGANIZATION - GOVERNOR DUMMER ACADEMY 3 2 0 0 0 0 0 340235 -250265 0 340235 -250265 170000 170000 0 29656 29025 0 0 6268 15837 205924 214862 134311 -465127 5477482 5009779 0 0 5477482 5009779 THE PHILLIP JAMES DUNCAN TRUST IS A TYPE III SUPPORTING ORGANIZATION THAT SUPPORTS THE FOLLOWING ORGANIZATION - GOVERNOR DUMMER ACADEMY false false 170000 170000 GOVERNOR DUMMER ACADEMY C/O RICHARD R. SAVAGE ONE ELM STREET BYFIELD MA 01922 170000 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true X 0 0 0 false false false false false false false false false true false false false false X 3 2 false false false false false false false false false false false false false false false false false false MA X BNY MELLON NA 6177227209 PO BOX 185 PITTSBURGH PA 152300185 X RANDOLPH BARTON CO-TRUSTEE 1.0 X 0 0 0 NIXION PEABODY LLP CO-TRUSTEE 1.0 X 0 0 0 BNY MELLON NA CORPORATE TRUSTEE 1.0 X 29025 0 0 29025 0 0 false false false 112653 112653 3934854 4297772 -362918 -362918 -362918 -250265 -250265 170000 170000 29025 11610 17415 5652 5652 7491 7491 PROBATE COURT EXPENSES 1500 1500 FOREIGN TAXES WITHHELD 1124 1124 MA FILING FEES 70 70 214862 196323 18539 0 18132 16512 5459350 4993267 5477482 5009779 0 0 X 5477482 5009779 5477482 5009779 5477482 5009779 X -465127 -2576 X false false false X X 1 GOVERNOR DUMMER ACADEMY 046061035 2 true 170000 0 1 170000 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SECTION D LINE 2 THE JAMES DUNCAN PHILLIPS TRUST UNDER WILL IS A PERPETUAL TRUST. BNY MELLON SERVES AS CO-TRUSTEE WITH TWO OTHER CO-TRUSTEES. IN ACCORDANCE WITH ARTICLE 5(1) OF THE JAME DUNCAN PHILLIPS WILL, THE GOVERNORS ACADEMY HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE ERECTION OF A BUILDING OR FOR CAPITAL REPAIRS OR IMPROVEMENTS TO CAMPUS BUILDINGS. BNY MELLON AS TRUSTEE PROVIDES MONTHLY STATEMENTS PART IV SECTION D LINE 2 (CONT.) (CONT.) AND COMMUNICATES VIA EMAIL AND PHONE WITH THE GOVERNORS ACADEMY AT LEAST ANNALLY AND AS NEEDED. PART IV SECTION D LINE 3 THE GOVERNORS ACADEMY DETERMINES AND REQUEST (IN WRITING) AN ANNUAL DOLLAR AMOUNT AND PROVIDES BNY MELLON AND OUR CO-TRUSTEES WITH THEIR ANNUAL BUDGET TO SUPPORT THEIR REQUEST. REQUESTS ARE REVIEWED WITH THE ACADEMY AND THE CO-TRUSTEES. PART V ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE/MORE PURPOSES DESCRIBED IN SECTION 170(C)(1) OR (C)(2)(B). THE TRUST WAS CREATED UNDER THE WILL OF JAMES DUNCAN PHILLIPS. NET INCOME IS REQUIRED TO BE DISTRIBUTED ANNUALLY. THE GOVERNORS ACADEMY HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE ERECTION OF A BUILDING OR FOR CAPITAL REPAIRS OR IMPROVEMENTS. NO ADDITIONAL CONTRIBUTIONS HAVE PART V (CONT. ) (CONT.) THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY THE AMOUNT OR THE CHARITABLE BENE. true GOVERNOR DUMMER ACADEMY ONE ELM STREET BYFIELD MA 01922 042103564 501(C)(3) 170000 GENERAL OPERATING EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 NO PROCEDURE IN PLACE FORM 990, PART V, LINE 8, 9a, 9b THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS. FORM 990, PART V, LINE 10, 11, 12, 13 THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A TYPE 501(C)(3) ORGANIZATION. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN(B) AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS COPORATE TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW NO PROCEDURE IN PLACE FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC EXPLANATION FOR FORM 990, PART XI, LINE 9 THE AMOUNT ON THIS LINE REPRESENTS: ($1,970) MUTUAL FUND TIMING ADJUSTMENT; ($575) PY RETURN OF CAPITAL ADJUSTMENT; ($28) ROC ADJ ON CY SALES; ROUNDING ($3)