James Duncan Phillips Fund For Harvard | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like James Duncan Phillips Fund For Harvard. Data shown is extracted from Form 990-PF filings.

EIN: 04-6061020

Foundation Overview

Based in Pittsburgh, PA, James Duncan Phillips Fund For Harvard has awarded 8 grants totaling $8,169,541 to organizations in Massachusetts. Individual grants range from $598,485 to $1,669,604, with a median award of $1,010,242.5.

Latest Tax Year
2024
Total Giving (all years)
$8,169,541
Total Assets
$21,120,635
Median Grant (all grants)
$1,010,242.5

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$1,006,092
% Median Grant Decline
-40% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Cambridge (100%).

Funding Trajectory
+68%

Strong 68% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into James Duncan Phillips Fund For Harvard's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Harvard University $1,006,092 Cambridge, MA, US See Attached 2024
Harvard University $1,669,604 Cambridge, MA, US See Attached 2023
Harvard University $1,669,604 Cambridge, MA, US See Attached 2023
Harvard University $1,014,393 Cambridge, MA, US See Attached 2022
Harvard University $1,014,393 Cambridge, MA, US See Attached 2022
Harvard University $598,485 Cambridge, MA, US See Attached 2021
Harvard University $598,485 Cambridge, MA, US See Attached 2021
Harvard University $598,485 Cambridge, MA, US See Attached 2021

Foundations Similar to James Duncan Phillips Fund For Harvard

Discover 5 foundations with comparable assets ($19,683,195-$22,285,391), similar grant patterns, and geographic focus in PA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 23-6632667 | 8 grants awarded
$21,346,405
(≈ Similar)
$885,912
median grant
Pittsburgh, PA
Same state
99%
Excellent match

EIN: 42-1607170 | 12 grants awarded
$20,098,977
(≈ Similar)
$906,500
median grant
Bethlehem, PA
Same state
98%
Excellent match

EIN: 23-6274709 | 5 grants awarded
$22,285,391
(≈ Similar)
$1,496,097
median grant
Philadelphia, PA
Same state
97%
Excellent match

EIN: 23-6243577 | 6 grants awarded
$19,757,603
(≈ Similar)
$1,047,000
median grant
New Holland, PA
Same state
97%
Excellent match

EIN: 25-6448135 | 7 grants awarded
$19,683,195
(≈ Similar)
$882,000
median grant
Pittsburgh, PA
Same state
97%
Excellent match

Contact Information

Official contact details for James Duncan Phillips Fund For Harvard as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-6061020
Website N/A
Address PO BOX 185 Pittsburgh, PA 15230-0185

Key People (3)

Board members, trustees, and key staff who oversee James Duncan Phillips Fund For Harvard's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bny Mellon N A
Co-trustee Steven Shapiro
Co-trustee Michele H Gorab

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for James Duncan Phillips Fund For Harvard is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.