Civic Intelligence

Phillips James Duncan Tr Uwill

EIN 04-6061034 • 501(c)3 • Pittsburgh, PA

Pub. 78 Eligible

Profile

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)

PO Box 185Pittsburgh, PA 15230-0185

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

5th percentile

-70%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$8,867

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 75.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$556,891

Down $8,304 (-1.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$556,891

Down $8,304 (-1.5%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin5th percentile

Revenue

Down

$11,827

Down $36,580 (-76%) from 2024

Expenses

Down

$20,147

Down $2,781 (-12%) from 2024

Net Income

Down

-$8,320

Down $33,799 (-133%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $762,514Liabilities 2011: $0Net Assets 2011: $762,5142011Assets 2012: $764,132Liabilities 2012: $0Net Assets 2012: $764,1322012Assets 2013: $824,398Liabilities 2013: $0Net Assets 2013: $824,3982013Assets 2014: $844,435Liabilities 2014: $0Net Assets 2014: $844,4352014Assets 2015: $899,240Liabilities 2015: $0Net Assets 2015: $899,2402015Assets 2016: $936,324Liabilities 2016: $0Net Assets 2016: $936,3242016Assets 2017: $946,887Liabilities 2017: $0Net Assets 2017: $946,8872017Assets 2018: $1,000,502Liabilities 2018: $0Net Assets 2018: $1,000,5022018Assets 2019: $1,054,310Liabilities 2019: $0Net Assets 2019: $1,054,3102019Assets 2020: $1,049,182Liabilities 2020: $0Net Assets 2020: $1,049,1822020Assets 2021: $512,556Liabilities 2021: $0Net Assets 2021: $512,5562021Assets 2022: $545,241Liabilities 2022: $0Net Assets 2022: $545,2412022Assets 2023: $539,231Liabilities 2023: $0Net Assets 2023: $539,2312023Assets 2024: $565,195Liabilities 2024: $0Net Assets 2024: $565,1952024Assets 2025: $556,891Liabilities 2025: $0Net Assets 2025: $556,8912025

Highlighted filing

2025

Assets$556,891
Liabilities$0
Net Assets$556,891
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $107Expenses 2011: $13,669Net Income 2011: -$13,5622011Revenue 2012: $14,686Expenses 2012: $13,133Net Income 2012: $1,5532012Revenue 2013: $82,902Expenses 2013: $22,669Net Income 2013: $60,2332013Revenue 2014: $55,621Expenses 2014: $26,990Net Income 2014: $28,6312014Revenue 2015: $76,612Expenses 2015: $33,300Net Income 2015: $43,3122015Revenue 2016: $62,630Expenses 2016: $25,546Net Income 2016: $37,0842016Revenue 2017: $39,412Expenses 2017: $28,849Net Income 2017: $10,5632017Revenue 2018: $89,960Expenses 2018: $36,345Net Income 2018: $53,6152018Revenue 2019: $89,213Expenses 2019: $35,405Net Income 2019: $53,8082019Revenue 2020: $29,440Expenses 2020: $34,568Net Income 2020: -$5,1282020Revenue 2021: $229,350Expenses 2021: $765,978Net Income 2021: -$536,6282021Revenue 2022: $53,912Expenses 2022: $21,223Net Income 2022: $32,6892022Revenue 2023: $12,458Expenses 2023: $17,965Net Income 2023: -$5,5072023Revenue 2024: $48,407Expenses 2024: $22,928Net Income 2024: $25,4792024Revenue 2025: $11,827Expenses 2025: $20,147Net Income 2025: -$8,3202025

Highlighted filing

2025

Revenue$11,827
Expenses$20,147
Net Income-$8,320
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,891
Liabilities
$0
Net assets
$556,891
Revenue
$11,827
Expenses
$20,147
Net income
-$8,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.05$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.05$0.02$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.23$0.77$0.54
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.04$0.05
2018Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.09$0.04$0.05
2017Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.04$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.06$0.03$0.04
2015Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.08$0.03$0.04
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.06$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.08$0.02$0.06
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$93,414
Mission and Program Overview

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)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$565,195$556,891▼ $8,304
Investments in Publicly Traded Securities$556,747$554,575▼ $2,172
Savings and Temporary Cash Investments$8,448$2,316▼ $6,132
Total Assets$565,195$556,891▼ $8,304
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$565,195$556,891▼ $8,304
Total Liabilities and Net Assets / Fund Balance$565,195$556,891▼ $8,304
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Co-trustee$8,867$8,867
Michele H GorabCo-trustee$393$393
Stephen ShapiroCo-trustee$393$393
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$11,827
Other Revenue
$0
Change in Net Assets
$-8,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,261
Grants and Similar Amounts Paid$7,532
Other Expenses$3,354
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$3,704$5,557-$9,261
Grants to Domestic Orgs$7,532--$7,532
Fees for Services Legal$2,886--$2,886
Other Expenses$200$233-$200
Total Functional Expenses$14,357$5,790$0$20,147
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peabody Essex MuseumSalem, MA501(c)(3)-$7,532
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VII Section A Line 1A Column B

“Average hours per week devoted to position: as trustee, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis but are calculated”

Part VII Section A Line 1A Column B Cont

“Based upon factors such as the market value of the account and in accordance with bny mellon's agreement with the client.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has an institutional trustee and does not have a governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has an institutional trustee and does not have a governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This organization has an institutional trustee and does not have a governing body.”

Form 990, Page 6, Part VI, Line 19

“Documents not made available to the public”

Filing and Contact Details

Filer

Filer Name
Phillips James Duncan Tr Uwill
EIN
04-6061034
Phone
6177227121
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227121
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Supplemental Narrative

Additional Explanations

Part V Line 8, 9A,9B

“These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds”

Part V Line 10-13

“These questions are not applicable as this is a 501(c)(3) organization”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference $19; rounding ($3)”

Raw XML Appendix378 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.

Path#Value
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09261
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IRS990/CreditCounselingInd0false
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IRS990/DescribedInSection501c3Ind0true
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28867
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01963
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt07532
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07532
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07532
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt081653
IRS990/GrossReceiptsAmt093414
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
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IRS990/InvestmentIncomeGrp/ExclusionAmt011761
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011761
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0556747
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0554575
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt081587
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0565195
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IRS990/OtherExpensesGrp/Desc1STATE INCOME TAXES
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JAMES DUNCAN PHILLIPS TRUST UNDER WILL IS A PERPETUAL TRUST BNY MELLON SERVES AS CO-TRUSTEE WITH TWO OTHER CO-TRUSTEES. IN ACCORDANCE WITH ARTICLE 5(1) OF THE JAMES DUNCAN PHILLIPS WILL, THE PEABODY ESSEX MUSEUM HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE ERECTION OF A BUILDING OR FOR CAPITAL REPAIRS OR IMPROVEMENTS TO BUILDINGS. BNY MELLON AS CO-TRUSTEE PROVIDES MONTHLY STATEMENTS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1QUARTERLY EXECUTIVE SUMMARIES AND COMMUNICATES VIA EMAIL AND PHONE AS NEEDED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PEABODY ESSEX MUSEUM REQUESTED THAT THE ACCOUNT BE MANAGED FOR GROWTH AFTER THE MUSEUM REQUESTED A LARGE DISTRIBUTION IN 2001. REQUESTS RECEIVED ARE REVIEWED WITH THE MUSEUM AND THE CO-TRUSTEES. WE HAVE RECEIVED NO FURTHER REQUESTS SINCE 2001.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THIS TRUST WAS CREATED BEFORE NOVEMBER 20, 1970 AND DID NOT RECEIVE ANY CONTRIBUTION BEFORE OR AFTER THAT DATE. ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE OR MORE CHARITABLE PURPOSES. THE TRUST IS REQUIRED TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO A DESIGNATED CHARITABLE BENEFICIARY. THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY EITHER THE CHARITABLE BENEFICIARY OR THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4AMOUNTS PAID. NONE OF THE TRUSTEES ARE A DISQUALIFIED PERSON.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 2 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V LINE 1
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0043157815
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07532
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PEABODY ESSEX MUSEUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt07532
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07532
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PEABODY ESSEX MUSEUM
IRS990ScheduleI/RecipientTable/RecipientEIN0043157815
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0161 ESSEX STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALEM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0019703701
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURES IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(C)(3) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH BNY MELLON'S AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS ORGANIZATION HAS AN INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MUTUAL FUND TIMING DIFFERENCE $19; ROUNDING ($3)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V LINE 8, 9A,9B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V LINE 10-13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VII SECTION A LINE 1A COLUMN B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII SECTION A LINE 1A COLUMN B CONT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0565195
IRS990/TotalAssetsEOYAmt0556891
IRS990/TotalAssetsGrp/BOYAmt0565195
IRS990/TotalAssetsGrp/EOYAmt0556891
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05790
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014357
IRS990/TotalFunctionalExpensesGrp/TotalAmt020147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0565195
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0556891
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07532
IRS990/TotalReportableCompFromOrgAmt09653
IRS990/TotalRevenueGrp/ExclusionAmt011827
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011827
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0565195
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556891
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227121
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS JAMES DUNCAN TR UWILL
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0046061034
ReturnHeader/Filer/PhoneNum06177227121
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-04T11:01:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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