Nonprofit · EIN 04-6061022
JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $146,663 | $138,563 | $8,100 | $3,911,140 | $0 | $3,911,140 |
| September 30, 2024 | 990 | $93,133 | $165,259 | -$72,126 | $3,903,086 | $0 | $3,903,086 |
| September 30, 2023 | 990 | $118,978 | $107,441 | $11,537 | $3,973,565 | $0 | $3,973,565 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $146,663
- Net gain from sales of assets
- $43,514
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $33,900
- Salaries, compensation and benefits (total)
- $33,900
- Professional fundraising fees
- $0
- Legal fees
- $2,886
- Program services (functional)
- $114,380
- Management and general (functional)
- $24,183
Balance sheet and other
- Total assets, start of year
- $3,903,086
- Total assets, end of year
- $3,911,140
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,911,140
- Publicly traded securities
- $3,871,940
- Gross receipts
- $1,285,844
- Employees
- 0
- Year formed
- 1954
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON NA | INSTITUTIONAL CO-TRUSTEE Institutional trustee | 1 | $31,092 |
| STEVEN SHAPIRO | CO-TRUSTEE Trustee or director | 1 | $1,403 |
| MICHELE H GORAB | CO-TRUSTEE Trustee or director | 1 | $1,403 |
990 for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON NA | INSTITUTIONAL CO-TRUSTEE Institutional trustee | – | $29,622 |
| RANDOLPH P BARTON | CO-TRUSTEE Trustee or director | – | $0 |
990 for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON NA | INSTITUTIONAL CO-TRUSTEE Institutional trustee | – | $23,480 |
| RANDOLPH P BARTON | CO-TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON TRUST NEW ENGLAND
- Signed the 990
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (617) 722-7272
- Return prepared by
- PWC US TAX LLP
Mission
THE PHILLIP JAMES DUNCAN TR U/WILL TRUST IS A 501(C)(3) ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - GOVERNOR DUMMER ACADEMY
Program accomplishments
- GOVERNOR DUMMER ACADEMY; C/O RICHARD SAVAGE, ONE ELM ST, BYFIELD, MA 01922Expenses $100,000 · grants $100,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-6061022
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1973
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,911,140
- Income (IRS master file)
- $1,285,844
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $146,663 | $138,563 | $3,911,140 | XML |
| 990 | September 2024 | $93,133 | $165,259 | $3,903,086 | XML |
| 990 | September 2023 | $118,978 | $107,441 | $3,973,565 | XML |
| 990 | September 2022 | $982,707 | $128,917 | $3,964,896 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6061022).
Questions about JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1
- What is the EIN of JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1?
- The employer identification number (EIN) of JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1 is 04-6061022.
- Is JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1 due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1?
- The 990 for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $31,092 (BNY MELLON NA, INSTITUTIONAL CO-TRUSTEE).
- How much revenue does JAMES D PHILLIPS TR UW ATR5 PAR 2-10-9622-00-1 have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $146,663, expenses of $138,563 and total assets of $3,911,140 at year end.
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