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Nonprofit · EIN 04-6061034

J D PHILIPS TR UW ART 5 PAR 2

Tax-exempt · PITTSBURGH, PA 15230

Financials

$12K$18K2022$48K$23K2023$12K$20K2024
Revenue Expenses · by fiscal year end
Financials of J D PHILIPS TR UW ART 5 PAR 2 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$11,827$20,147-$8,320$556,891$0$556,891
September 30, 2024990$48,407$22,928$25,479$565,195$0$565,195
September 30, 2023990$12,458$17,965-$5,507$539,231$0$539,231
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$11,827
Net gain from sales of assets
$66
Other revenue
$0

Expenses

Grants and similar amounts paid
$7,532
Compensation of officers, directors and key employees
$9,261
Salaries, compensation and benefits (total)
$9,261
Professional fundraising fees
$0
Legal fees
$2,886
Program services (functional)
$14,357
Management and general (functional)
$5,790

Balance sheet and other

Total assets, start of year
$565,195
Total assets, end of year
$556,891
Total liabilities, end of year
$0
Net assets, end of year
$556,891
Publicly traded securities
$554,575
Gross receipts
$93,414
Employees
0
Year formed
1963
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.

NameTitleHours / weekCompensation
BNY MELLON NACO-TRUSTEE
Institutional trustee
1$8,867
STEPHEN SHAPIROCO-TRUSTEE
Trustee or director
1$393
MICHELE H GORABCO-TRUSTEE
Trustee or director
1$393
990 for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
BNY MELLON NACO-TRUSTEE
Institutional trustee
–$7,917
RANDOLPH P BARTONCO-TRUSTEE
Trustee or director
–$0
990 for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
BNY MELLON NACO-TRUSTEE
Institutional trustee
–$6,553
RANDOLPH P BARTONCO-TRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% MELLON TRUST OF NEW ENGLAND
Signed the 990
MICHAEL STAGIS, VICE PRESIDENT
Phone
(617) 722-7121
Return prepared by
PWC US TAX LLP

Mission

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)

990 for the year ended September 30, 2025

Program accomplishments

  • PEABODY ESSEX MUSEUM; 161 ESSEX ST, SALEM, MA 01970-3701
    Expenses $7,532 · grants $7,532

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
04-6061034
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)
$556,891
Income (IRS master file)
$93,414

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$11,827$20,147$556,891XML
990September 2024$48,407$22,928$565,195XML
990September 2023$12,458$17,965$539,231XML
990September 2022$53,912$21,223$545,241IRS
990September 2021–––IRS
990September 2020–––IRS
990September 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 04-6061034).

Questions about J D PHILIPS TR UW ART 5 PAR 2

What is the EIN of J D PHILIPS TR UW ART 5 PAR 2?
The employer identification number (EIN) of J D PHILIPS TR UW ART 5 PAR 2 is 04-6061034.
Is J D PHILIPS TR UW ART 5 PAR 2 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to J D PHILIPS TR UW ART 5 PAR 2 tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does J D PHILIPS TR UW ART 5 PAR 2 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 J D PHILIPS TR UW ART 5 PAR 2 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 J D PHILIPS TR UW ART 5 PAR 2 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 J D PHILIPS TR UW ART 5 PAR 2?
The 990 for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $8,867 (BNY MELLON NA, CO-TRUSTEE).
How much revenue does J D PHILIPS TR UW ART 5 PAR 2 have?
On its 990 for the year ended September 30, 2025 it reported revenue of $11,827, expenses of $20,147 and total assets of $556,891 at year end.

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