2024-05-15T19:37:58-05:00 2023-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2022-07-01 311702105 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION MEGA 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 1992775 0 X N/A X 2000 PA THE MISSION OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES. THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION 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 205243 183819 0 0 0 0 6416637 1992775 0 0 6416637 1992775 1952653 29590015 0 0 0 0 0 0 0 930524 1003220 2883177 30593235 3533460 -28600460 70970474 69807392 2799026 25422716 68171448 44384676 X THE MISSION OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES. THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION 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 30289479 29590015 THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $29,590,015 TO ORGANIZATIONS TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN THE AREAS OF ARTS AND CULTURE, RELIGION, HUMAN SERVICES, HEALTH, EDUCATION AND PUBLIC SOCIETAL BENEFIT, ALL IN SUPPORT OF THE MISSION OF NPT, TO INCREASE PHILANTHROPY IN SOCIETY. 30289479 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 1 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 3 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY PA CA IL LA ND X CHRISTINA HACK 2152773010 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 BENNETT GOODMAN DIRECTOR, PRESIDENT 1.00 0.00 X X 0 0 0 DIRK JUNGE DIRECTOR 1.00 3.00 X 0 0 0 CECILIA MENDEZ HODES DIRECTOR 1.00 1.00 X 0 0 0 ELLEN M MCGUINN ASST. TREASURER (THRU 6/23/23) 3.00 52.00 X 0 418204 43115 ANDREA C RUSH ASST. SECRETARY 3.00 52.00 X 0 260653 45017 DEBRA FALK SECRETARY 3.00 52.00 X 0 224601 43910 ANDREA KATZ ASST TREASURER (AS OF 12/7/22) 3.00 52.00 X 0 135686 10259 QUINN ROWAN ASST SECRETARY (AS OF 12/7/22) 3.00 52.00 X 0 89071 4381 RENE J PARADIS FORMER TREASURER (THRU 5/20/22) 0.00 0.00 X 0 308814 31170 0 1437029 177852 0 1 1 0 SHADE TREE ADVISORS 19 RAILROAD PLACE SUITE 301 SARATOGA SPRINGS NY 12866 INVESTMENT ADVISOR 611470 1 1508744 6507 1502237 484031 0 484031 484031 198736 285295 1992775 0 205243 1787532 29590015 29590015 1575 1575 57306 57306 655714 655714 1053 1053 70300 70300 ADMINISTRATIVE FEES 175000 43750 131250 UNRELATED BUS. INC. TAX 35418 35418 FOREIGN TAX 6854 6854 30593235 30289479 303756 0 3876007 6076862 10808 11898 37382826 33239525 29631847 30403003 68986 76104 70970474 69807392 75884 28900 2532648 25188455 190494 205361 2799026 25422716 X 68171448 44384676 68171448 44384676 70970474 69807392 X -28600460 4774479 39209 X X 0 1 X 0 0 X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 29590015 0 1 29590015 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 MEG & BENNETT GOODMAN FAMILY FOUNDATION SUPPORTS NATIONAL PHILANTHROPIC TRUST'S (NPT) 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 11658713 F ALTERNATIVE INVESTMENTS 18744290 F 30403003 DUE TO AFFILIATE 205361 205361 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. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 10850748 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 1324544 0 0 0 0 0 0 12175292 0 12175292 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 100222709 135563393 501(C)(3) 125000 0 PUBLIC, SOCIETAL BENEFIT CENTRAL PARK CONSERVANCY INC 14 EAST 60TH STREET NEW YORK NY 10022 133022855 501(C)(3) 3542668 0 HUMAN SERVICES CREATIVE ART WORKS 520 EIGHTH AVENUE SUITE 201A NEW YORK NY 10018 133638436 501(C)(3) 10000 0 ARTS, CULTURE, HUMANITIES FRIENDS OF SCHOOL IN THE SQUARE INC 120 WADSWORTH AVE NEW TORK NY 10033 471825735 501(C)(3) 10000 0 EDUCATION LINCOLN CENTER FOR THE PERFORMING ARTS INC 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 131847137 501(C)(3) 31133 0 ARTS, CULTURE, HUMANITIES NEW HEIGHTS YOUTH INC 2472 BROADWAY PMB 112 NEW YORK NY 10025 201903332 501(C)(3) 10000 0 HUMAN SERVICES NEW YORK CARES INC 411 E 83RD ST SUITE 3F NEW YORK NY 10028 133444193 501(C)(3) 10000 0 HUMAN SERVICES OSBORNE ASSOCIATION INC 809 WESTCHESTER AVENUE BRONX NY 10455 135563028 501(C)(3) 10000 0 HUMAN SERVICES PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 954418411 501(C)(3) 25000 0 HEALTH REUT USA 21550 OXNARD STREET SUITE 1000 WOODLAND HILLS CA 91367 203585888 501(C)(3) 100000 0 ARTS, CULTURE, HUMANITIES THE ASPEN INSTITUTE INC 1000 NORTH THIRD STREET ASPEN CO 81611 840399006 501(C)(3) 25000 0 PUBLIC, SOCIETAL BENEFIT THE MILKEN INSTITUTE 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 954240775 501(C)(3) 1918934 0 PUBLIC, SOCIETAL BENEFIT TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 516 W 168 STREET FLOOR 3 NEW YORK NY 10032 911859360 501(C)(3) 10000 0 EDUCATION TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PO BOX 71332 PHILADELPHIA PA 191769913 231352685 501(C)(3) 25000 0 EDUCATION UJA-FEDERATION OF JEWISH PHILANTHROPIES OF NY INC PO BOX 4227 NEW YORK NY 102614227 510172429 501(C)(3) 205000 0 PUBLIC, SOCIETAL BENEFIT WINIFRED MASTERSON BURKE REHABILITATION HOSPITAL 785 MAMARONECK AVE WHITE PLAINS NY 10605 131739937 501(C)(3) 10000 0 HEALTH YEAR UP INC PO BOX 412812 BOSTON MA 02241 043534407 501(C)(3) 23502280 0 EDUCATION 17 0 PART I, LINE 2: THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION'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 ASST. 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 C RUSH ASST. SECRETARY 0 190233 0 69970 0 450 0 15759 0 29258 0 305670 0 0 DEBRA FALK SECRETARY 0 180111 0 44190 0 300 0 8800 0 35110 0 268511 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION AND NPT ARE PARTIES TO A MANAGEMENT AGREEMENT THAT DEFINES CERTAIN ADMINISTRATIVE, FINANCE AND MANAGEMENT SERVICES THAT NPT PROVIDES TO THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION 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 MEG AND BENNETT GOODMAN FAMILY FOUNDATION 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 FOR REVIEW. THE FINAL RETURN IS THEN MADE AVAILABLE TO NPT'S BOARD OF TRUSTEES 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 MEG AND BENNETT GOODMAN FAMILY FOUNDATION'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 MEG AND BENNETT GOODMAN FAMILY FOUNDATION'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 XI, LINE 9: GRANT ADJUSTMENT - TRUSTEES FOR HARVARD UNIVERSITY 39,209. FORM 990, PART XII, LINE 2C: THE FINANCIAL RESULTS OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION 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 JANINE AND J TOMILSON HILL FAMILY TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 473505282 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