Civic Intelligence

James Duncan Phillips Fund for Harvard

EIN 04-6061020 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Net Margin

7th percentile

-68%

Higher net margin than 7% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

88th percentile

$128,491

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

37th percentile

0.9%

Faster asset growth than 37% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Down

$17,170,128

Down $457,514 (-2.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$17,170,128

Down $457,514 (-2.6%) from 2024

Revenue

Down

$690,978

Down $1,910,879 (-73%) from 2024

Expenses

Down

$1,159,721

Down $693,439 (-37%) from 2024

Net Income

Down

-$468,743

Down $1,217,440 (-163%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2022: $16,452,790Liabilities 2022: $0Net Assets 2022: $16,452,7902022Assets 2023: $16,862,516Liabilities 2023: $0Net Assets 2023: $16,862,5162023Assets 2024: $17,627,642Liabilities 2024: $0Net Assets 2024: $17,627,6422024Assets 2025: $17,170,128Liabilities 2025: $0Net Assets 2025: $17,170,1282025

Highlighted filing

2025

Assets$17,170,128
Liabilities$0
Net Assets$17,170,128

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2022: $22,058,530Expenses 2022: $700,260Net Income 2022: $21,358,2702022Revenue 2023: $1,621,687Expenses 2023: $1,197,750Net Income 2023: $423,9372023Revenue 2024: $2,601,857Expenses 2024: $1,853,160Net Income 2024: $748,6972024Revenue 2025: $690,978Expenses 2025: $1,159,721Net Income 2025: -$468,7432025

Highlighted filing

2025

Revenue$690,978
Expenses$1,159,721
Net Income-$468,743

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 27, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$128,491-$128,491
STEVEN SHAPIROCo-Trustee-$6,277-$6,277
MICHELE H GORABCo-Trustee-$6,277-$6,277
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARVARD UNIVERSITYSEE ATTACHEDPCCAMBRIDGE, MA, US$1,006,092
Filing and Contact Details

Filer

Filer Name
James Duncan Phillips Fund for Harvard
EIN
04-6061020
Phone
6177227934
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227934
Signed
2026-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Raw XML AppendixShowing 400 of 8,558 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111912810TN8 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112912810TQ1 U S TREASURY BOND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12491282CGN5 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12891282CHV6 U S TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12991282CJE2 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13091282CJJ1 U S ETREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13191282CJV4 US TREASURY N/B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13391282CKJ9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13491282CKQ3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13591282CKS9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13691282CKU4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13791282CLD1 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13891282CLF6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13991282CLJ8 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19491282CMZ1 U S TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19691282CND9 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19791282CNK3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19891282CNT4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19991282CNV9 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20091282CNW7 U S TREASURY NOTE
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