2024-05-15T16:39:21-05:00 2023-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2022-07-01 473505282 JANINE AND J TOMILSON HILL FAMILY TRUST JANI 2152773010 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 CHRISTINA HACK CHIEF FINANCIAL OFFICER 2152773010 2024-05-15 1 CHRISTINA HACK 999009999 0 LYNNE JOHNSON P00757336 2157654600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINA HACK 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 2006865 0 X N/A X 2015 PA THE MISSION OF THE JANINE AND J. TOMILSON HILL FAMILY TRUST IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES. THE JANINE AND J. TOMILSON HILL FAMILY TRUST IS A SUPPORTING ORGANIZATION TO NATIONAL PHILANTHROPIC TRUST (NPT), AN INDEPENDENT, NATIONALLY-RECOGNIZED, PUBLIC CHARITY WHOSE MISSION IS TO INCREASE PHILANTHROPY IN SOCIETY. 3 3 0 3 96820 86238 29000000 0 0 0 -4143589 2006865 0 0 24856411 2006865 1770000 2705000 0 0 0 0 0 0 0 254797 490669 2024797 3195669 22831614 -1188804 39882666 37994775 207958 515133 39674708 37479642 X THE MISSION OF THE JANINE AND J. TOMILSON HILL FAMILY TRUST IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES. THE JANINE AND J. TOMILSON HILL FAMILY TRUST IS A SUPPORTING ORGANIZATION TO NATIONAL PHILANTHROPIC TRUST (NPT), AN INDEPENDENT, NATIONALLY-RECOGNIZED, PUBLIC CHARITY WHOSE MISSION IS TO INCREASE PHILANTHROPY IN SOCIETY. 0 0 2974371 2705000 THE JANINE AND J. TOMILSON HILL FAMILY TRUST PROVIDED GRANTS TOTALING $2,705,000 TO ORGANIZATIONS TO PROVIDE CHARITABLE SUPPORT IN THE AREAS OF ARTS AND CULTURE, EDUCATION AND PUBLIC, SOCIETAL BENEFIT, ALL IN SUPPORT OF THE MISSION OF NPT, TO INCREASE PHILANTHROPY IN SOCIETY. 2974371 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA NY X CHRISTINA HACK 2152773010 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 JOSEPH KLUGER DIRECTOR 1.00 0.00 X 0 0 0 CECILIA MENDEZ HODES DIRECTOR 1.00 1.00 X 0 0 0 JANINE HILL DIRECTOR, PRESIDENT 3.00 0.00 X X 0 0 0 ELLEN M MCGUINN TREASURER (THRU 6/23/23) 3.00 52.00 X 0 418204 43115 ANDREA RUSH ASST. SECRETARY 3.00 52.00 X 0 260653 45017 DEBRA FALK SECRETARY 3.00 52.00 X 0 224600 43910 ANDREA KATZ ASST. TREASURER (AS OF 5/18/23) 3.00 52.00 X 0 135686 10259 QUINN ROWAN ASST. SECRETARY (AS OF 5/18/23) 3.00 52.00 X 0 89071 4381 JEREMY SCHWARTZ ASST. TREASURER (AS OF 5/18/23) 3.00 49.00 X 0 47632 10352 RENE J PARADIS FORMER TREASURER (THRU 5/20/22) 0.00 0.00 X 0 308814 31170 0 1484660 188204 4 1 1 0 0 1381200 78892 1302308 625665 0 625665 625665 17928 607737 2006865 0 96820 1910045 2705000 2705000 1607 1607 34607 34607 230932 230932 59435 59435 ADMINISTRATIVE FEES 153757 38439 115318 UNRELATED BUS. INC. TAX 10331 10331 3195669 2974371 221298 0 17751594 15894131 11568 62724 9320 10023 18909302 19251262 3200882 2776635 39882666 37994775 335 8000 165000 460000 42623 47133 207958 515133 X 39674708 37479642 39674708 37479642 39882666 37994775 -1188804 -1006262 0 X X 0 1 X 0 0 X X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 2705000 0 1 2705000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN V AND PART IV, SECTION A, LINE 6: THE JANINE AND J. TOMILSON HILL FAMILY TRUST SUPPORTS NATIONAL PHILANTHROPIC TRUST'S (NPT'S) MISSION BY MAKING GRANTS TO ORGANIZATIONS THAT MEET NPT'S GRANT MAKING CRITERIA IN FURTHERANCE OF NPT'S MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 0 LIMITED PARTNERSHIPS 2776635 F 2776635 DUE TO AFFILIATE 47133 47133 X PART X, LINE 2: NATIONAL PHILANTHROPIC TRUST AND AFFILIATES (ORGANIZATIONS") ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE CODE. IN ADDITION, THE ORGANIZATIONS QUALIFY FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. THE ORGANIZATIONS FOLLOW THE ACCOUNTING GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATIONS MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY A TAX AUTHORITY. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATIONS' TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATIONS HAVE TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED JUNE 30, 2023 OR 2022. THE ORGANIZATIONS FILE INFORMATIONAL TAX RETURNS IN U.S. AND UK JURISDICTIONS. WITH FEW EXCEPTIONS, THE ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS ENDED JUNE 30, 2020, OR EARLIER. THE ORGANIZATIONS ARE ALSO SUBJECT TO INCOME TAXES ON NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. THE ORGANIZATIONS' AGGREGATE OBLIGATION FOR UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, IS APPROXIMATELY $1,690,000 AND $2,300,000, RESPECTIVELY. THE ORGANIZATIONS FILE U.S., UK AND STATE INCOME TAX RETURNS IN JURISDICTIONS, AS APPLICABLE, TO REPORT SUCH INCOME. 1 DOE FUND INC 345 EAST 102ND STREET 305 NEW YORK NY 10029 133412540 501(C)(3) 20000 0 HUMAN SERVICES FRICK COLLECTION 1 EAST 70TH STREET NEW YORK NY 10021 131624012 501(C)(3) 50000 0 CULTURE & ARTS FRIENDS OF THE HIGH LINE INC 820 WASHINGTON STREET NEW YORK NY 10014 311734086 501(C)(3) 150000 0 CULTURE & ARTS HARVARD LAMPOON TRUST PO BOX 380308 CAMBRIDGE MA 02238 042631286 501(C)(3) 250000 0 EDUCATION LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 770440090 501(C)(3) 400000 0 PUBLIC, SOCIETAL BENEFIT METROPOLITAN OPERA ASSOCIATION INC 30 LINCOLN CENTER NEW YORK NY 10023 131624087 501(C)(3) 25000 0 CULTURE & ARTS NIGHTINGALE-BAMFORD SCHOOL OFFICE OF INSTITUTIONAL ADVANCEMENT NEW YORK NY 10128 131106710 501(C)(3) 20000 0 EDUCATION PARTNERSHIP FOR INNER-CITY EDUCATION 1011 FIRST AVENUE SUITE 1800 NEW YORK NY 10022 133976873 501(C)(3) 350000 0 PUBLIC, SOCIETAL BENEFIT PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 1750 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 521226967 501(C)(3) 150000 0 PUBLIC, SOCIETAL BENEFIT SOLOMON R GUGGENHEIM FOUNDATION 1071 5TH AVENUE NEW YORK NY 10128 135562233 501(C)(3) 1000000 0 CULTURE & ARTS TELLURIDE FOUNDATION 220 E COLORADO AVE SUITE 106 TELLURIDE CO 81435 841530768 501(C)(3) 25000 0 PUBLIC, SOCIETAL BENEFIT VIVIAN BEAUMONT THEATER INC DBA LINCOLN CENTER THEATER 150 WEST 65TH STREET NEW YORK NY 10023 133004747 501(C)(3) 100000 0 PUBLIC, SOCIETAL BENEFIT WORD ON FIRE CATHOLIC MINISTRIES 25 NORTHWEST POINT BLVD STE 1025 ELK GROVE VILLAGE IL 60007 261448551 501(C)(3) 10000 0 RELIGION NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 237825575 501(C)(3) 155000 0 PUBLIC, SOCIETAL BENEFIT 14 PART I, LINE 2: THE JANINE AND J. TOMILSON HILL FAMILY TRUST'S BOARD OF DIRECTORS REVIEWS AND APPROVES EACH GRANT TO DETERMINE THAT GRANTS ARE BEING MADE ONLY TO 501(C)(3) PUBLIC CHARITIES OR TO ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED FOR CHARITABLE PURPOSES, SUCH AS INSTITUTIONS OF HIGHER EDUCATION AND U.S. GOVERNMENT ENTITIES FOR PUBLIC PURPOSES. GRANTS MAY BE USED ONLY FOR CHARITABLE PURPOSES AND MAY NOT BE MADE TO SATISFY PRE-EXISTING PLEDGES OF A DONOR OR OTHER DISQUALIFIED PERSON, IN EXCHANGE FOR GOODS OR SERVICES, OR TO PROVIDE ANY MORE THAN INCIDENTAL BENEFITS TO ANY INDIVIDUAL. 0 0 0 0 0 0 0 0 0 ELLEN M MCGUINN TREASURER (THRU 6/23/23) 0 280774 0 116240 0 21190 0 18300 0 24815 0 461319 0 0 RENE J PARADIS FORMER TREASURER (THRU 5/20/22) 0 155253 0 145160 0 8401 0 15952 0 15218 0 339984 0 0 ANDREA RUSH ASST. SECRETARY 0 190233 0 69970 0 450 0 15759 0 29258 0 305670 0 0 DEBRA FALK SECRETARY 0 180110 0 44190 0 300 0 8800 0 35110 0 268510 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE JANINE AND J. TOMILSON HILL FAMILY TRUST AND NPT ARE PARTIES TO A MANAGEMENT AGREEMENT THAT DEFINES CERTAIN ADMINISTRATIVE, FINANCE AND MANAGEMENT SERVICES THAT NPT PROVIDES TO THE JANINE AND J. TOMILSON HILL FAMILY TRUST. FORM 990, PART VI, SECTION A, LINE 6 NPT IS THE SOLE MEMBER OF THE JANINE AND J. TOMILSON HILL FAMILY TRUST. FORM 990, PART VI, SECTION A, LINE 7A THE JANINE AND J. TOMILSON HILL FAMILY TRUST HAS TWO CLASSES OF DIRECTORS WITH THE SAME RIGHTS. CLASS A DIRECTORS ARE APPOINTED BY THE BOARD OF TRUSTEES OF NPT. CLASS B DIRECTORS ARE APPOINTED BY THE DONOR. AT ALL TIMES, CLASS A MUST HAVE ONE MORE DIRECTOR THAN CLASS B. FORM 990, PART VI, SECTION A, LINE 8B THE JANINE AND J. TOMILSON HILL FAMILY TRUST DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF ITS BOARD OF DIRECTORS; THEREFORE, THERE ARE NO MINUTES TO BE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY AN INDEPENDENT CONTRACTED TAX FIRM WITH ASSISTANCE FROM NPT'S FINANCE DEPARTMENT AND LEGAL COUNSEL. ONCE A WORKING DRAFT IS COMPLETE, IT IS REVIEWED BY NPT'S SENIOR MANAGEMENT TEAM AND PROVIDED TO THE AUDIT AND RISK COMMITTEE OF NPT'S BOARD OF TRUSTEES AND TO THE JANINE AND J. TOMILSON HILL FAMILY TRUST'S BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. NPT'S TREASURER APPROVES THE FINAL RETURN AND ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, A CONFLICT OF INTEREST QUESTIONNAIRE AND A COPY OF THE JANINE AND J. TOMILSON HILL FAMILY TRUST'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL DIRECTORS AND OFFICERS. THEY MUST REVIEW THE CONFLICT OF INTEREST POLICY AND RESPOND TO THE APPROPRIATE QUESTIONS ON THE QUESTIONNAIRE, THEN SIGN AND RETURN IT. IN ACCORDANCE WITH THE POLICY, DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE CONFLICTS AND MAY NOT PARTICIPATE IN DECISIONS WITH RESPECT TO WHICH THEY HAVE A CONFLICT. THE JANINE AND J. TOMILSON HILL FAMILY TRUST'S DEFINITION OF "CONFLICT OF INTEREST" IS AVAILABLE BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE FINANCIAL RESULTS OF THE JANINE AND J. TOMILSON HILL FAMILY TRUST ARE REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF NPT. THE AUDIT AND RISK COMMITTEE OF NPT'S BOARD OF TRUSTEES REVIEWS AND APPROVES NPT'S AUDITED FINANCIAL STATEMENTS WITH MEMBERS OF NPT MANAGEMENT AND NPT'S INDEPENDENT AUDITORS PRIOR TO ISSUANCE. NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 237825575 CHARITABLE GRANTMAKING PA 501(C)(3) 7 0 SAINT AGATHA FOUNDATION 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 260012966 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 NPT CHARITABLE ASSET TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 277059768 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 311702105 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 THE JAMES FAMILY CHARITABLE TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 473856889 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 NPT DONOR FUND B 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 473516977 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0