Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-6061035

PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007

Also known as MELLON TRUST OF NEW ENGLAND NA

Tax-exempt · PITTSBURGH, PA 15230

Financials

−$250K$215K2023$164K$214K2024$245K$215K2025
Revenue Expenses · by fiscal year end
Financials of PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$245,489$215,369$30,120$4,990,130$0$4,990,130
December 31, 2024990$163,975$214,032-$50,057$4,960,649$0$4,960,649
December 31, 2023990-$250,265$214,862-$465,127$5,009,779$0$5,009,779
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$245,489
Net gain from sales of assets
$103,177
Other revenue
$0

Expenses

Grants and similar amounts paid
$170,000
Compensation of officers, directors and key employees
$43,327
Salaries, compensation and benefits (total)
$43,327
Professional fundraising fees
$0
Program services (functional)
$187,401
Management and general (functional)
$27,968

Balance sheet and other

Total assets, start of year
$4,960,649
Total assets, end of year
$4,990,130
Total liabilities, end of year
$0
Net assets, end of year
$4,990,130
Publicly traded securities
$4,941,020
Gross receipts
$1,965,034
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON NACORPORATE TRUSTEE
Institutional trustee
–$37,841
STEVEN SHAPIROCO-TRUSTEE
Trustee or director
–$2,743
MICHELLE H GORABCO-TRUSTEE
Trustee or director
–$2,743
NIXION PEABODY LLPCO-TRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BNY MELLON NACORPORATE TRUSTEE
Institutional trustee
–$37,883
RANDOLPH BARTONCO-TRUSTEE
Trustee or director
–$0
NIXION PEABODY LLPCO-TRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BNY MELLON NACORPORATE TRUSTEE
Institutional trustee
1$29,025
RANDOLPH BARTONCO-TRUSTEE
Trustee or director
1$0
NIXION PEABODY LLPCO-TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
Signed the 990
MICHAEL STAGIS, VICE PRESIDENT
Phone
(617) 722-7209
Return prepared by
PWC US TAX LLP

Mission

THE PHILLIP JAMES DUNCAN TRUST IS A TYPE III SUPPORTING ORGANIZATION THAT SUPPORTS THE FOLLOWING ORGANIZATION - GOVERNOR DUMMER ACADEMY

990 for the year ended December 31, 2025

Program accomplishments

  • GOVERNOR DUMMER ACADEMY C/O RICHARD R. SAVAGE ONE ELM STREET BYFIELD MA 01922
    Expenses $170,000 · grants $170,000

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6061035
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,990,130
Income (IRS master file)
$1,965,034

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$245,489$215,369$4,990,130IRS
990December 2024$163,975$214,032$4,960,649IRS
990December 2023-$250,265$214,862$5,009,779XML
990December 2022–––IRS
990December 2021–––IRS
990December 2020–––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 04-6061035).

Questions about PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007

What is the EIN of PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007?
The employer identification number (EIN) of PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007 is 04-6061035.
Is PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007 tax-exempt?
Yes. The IRS lists it as tax-exempt since 2007.
Which annual return does PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007 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 PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007?
The 990 for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $37,841 (BNY MELLON NA, CORPORATE TRUSTEE).
How much revenue does PHILLIPS JAMES DUNCAN CHARITABLE LEAD TRUST UW 10109624007 have?
On its 990 for the year ended December 31, 2025 it reported revenue of $245,489, expenses of $215,369 and total assets of $4,990,130 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania