2025-05-13T08:47:12-05:00 2024-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2023-07-01 311702105 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION MEGA 2152773010 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 CHRISTINA HACK TREASURER 2152773010 2025-05-09 1 1 LYNNE JOHNSON P00757336 2157654600 2023 2025-03-06 01:10:19Z CHRISTINA HACK 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 11151849 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 IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 3 3 0 3 136653 123078 0 5246527 0 0 1992775 5905322 0 0 1992775 11151849 29590015 1690416 0 0 0 0 0 0 0 1003220 1049437 30593235 2739853 -28600460 8411996 69807392 73672946 25422716 19880789 44384676 53792157 X THE MISSION OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 0 0 2387771 1690416 THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $1,690,416 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. 2387771 1 1 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 1 0 0 0 0 1 0 0 0 1 2 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 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 ANDREA C RUSH ASST SECRETARY 3.00 52.00 X 0 236557 44426 DEBRA FALK SECRETARY 3.00 52.00 X 0 226487 39858 JEREMY SCHWARTZ ASST TREASURER (AS OF 11/6/23) 3.00 52.00 X 0 193794 41690 ANDREA KATZ ASST TREASURER (THRU 06/25/24) 3.00 52.00 X 0 139481 35924 QUINN ROWAN ASST SECRETARY 3.00 52.00 X 0 86712 32537 CHRISTINA HACK TREASURER (AS OF 12/1/23) 3.00 52.00 X 0 48450 2111 ELLEN M MCGUINN FORMER TREASURER (THRU 6/23/23) 0.00 0.00 X 0 237495 24054 0 1168976 220600 0 1 1 0 SHADE TREE ADVISORS 19 RAILROAD PLACE SUITE 301 SARATOGA SPRINGS NY 12866 INVESTMENT ADVISOR 399115 1 5246527 5246527 5246527 1761732 53533 1708199 4143590 0 4143590 4143590 83120 4060470 11151849 0 136653 5768669 1690416 1690416 4341 4341 82685 82685 653605 653605 864 864 71698 71698 ADMINISTRATIVE FEES 175000 43750 131250 UNRELATED BUS. INC. TAX 55572 55572 FOREIGN TAX 5672 5672 2739853 2387771 352082 0 6076862 7338660 11898 11948 33239525 30357936 30403003 35916707 76104 47695 69807392 73672946 28900 24000 25188455 19597870 205361 258919 25422716 19880789 X 44384676 53792157 44384676 53792157 69807392 73672946 8411996 995485 0 X X 0 1 X 0 0 X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 1690416 0 1 1690416 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LIMITED PARTNERSHIPS 18940162 F ALTERNATIVE INVESTMENTS 16976545 F 35916707 DUE TO AFFILIATE 258919 258919 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, 2024 OR 2023. 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, 2021, 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, 2024 AND 2023, IS APPROXIMATELY $436,000 AND $1,690,000, 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 12445515 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 4029356 0 0 0 0 0 0 16474871 0 16474871 1 0 1 1 1 0 1 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 131568923 501(C)(3) 10000 0 EDUCATION AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501(C)(3) 100000 0 PUBLIC, SOCIETAL BENEFIT CENTRAL PARK CONSERVANCY INC 717 FIFTH AVENUE NEW YORK NY 10022 133022855 501(C)(3) 50000 0 HUMAN SERVICES CENTRAL SYNAGOGUE CONGREGATION 123 EAST 55TH STREET NEW YORK NY 10022 131628161 501(C)(3) 25000 0 RELIGION FILM AT LINCOLN CENTER INC 70 LINCOLN CENTER PLAZA NEW YORK NY 100236595 237042553 501(C)(3) 7157 0 CULTURE & ARTS FRIENDS OF SCHOOL IN THE SQUARE INC 120 WADSWORTH AVENUE NEW YORK NY 10033 471825735 501(C)(3) 10000 0 EDUCATION JEWISH MUSEUM 757 THIRD AVENUE 20TH FLOOR NEW YORK NY 10017 136146854 501(C)(3) 10000 0 CULTURE & ARTS JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTER NY 11570 131659627 501(C)(3) 18000 0 PUBLIC, SOCIETAL BENEFIT LAWYERS FOR CHILDREN INC 110 LAFAYETTE STREET 8TH FLOOR NEW YORK NY 10013 133202043 501(C)(3) 25000 0 HUMAN SERVICES LINCOLN CENTER FOR THE PERFORMING ARTS INC 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 131847137 501(C)(3) 65774 0 CULTURE & ARTS METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 131624086 501(C)(3) 10000 0 CULTURE & ARTS REUT USA 21550 OXNARD STREET SUITE 1000 WOODLAND HILLS CA 91367 203585888 501(C)(3) 100000 0 CULTURE & ARTS THE MILKEN INSTITUTE 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 954240775 501(C)(3) 27911 0 PUBLIC, SOCIETAL BENEFIT THE SYLVIA CENTER 2417 THIRD AVENUE SUITE 301 BRONX NY 10451 204297703 501(C)(3) 10000 0 HUMAN SERVICES THIRD WAY INSTITUTE 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 20036 260535276 501(C)(3) 150000 0 PUBLIC, SOCIETAL BENEFIT UJA FEDERATION NEW YORK PO BOX 4227 NEW YORK NY 102614227 510172429 501(C)(3) 350000 0 PUBLIC, SOCIETAL BENEFIT WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 131789318 501(C)(3) 50000 0 CULTURE & ARTS YEAR UP INC PO BOX 412812 BOSTON MA 10087 043534407 501(C)(3) 659832 0 HUMAN SERVICES 18 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 ANDREA C RUSH ASST SECRETARY 0 195782 0 40085 0 690 0 14389 0 30037 0 280983 0 0 DEBRA FALK SECRETARY 0 196257 0 29930 0 300 0 9821 0 30037 0 266345 0 0 ELLEN M MCGUINN FORMER TREASURER (THRU 6/23/23) 0 157637 0 68700 0 11158 0 12985 0 11069 0 261549 0 0 JEREMY SCHWARTZ ASST TREASURER (AS OF 11/6/23) 0 185815 0 7709 0 270 0 9337 0 32353 0 235484 0 0 ANDREA KATZ ASST TREASURER (THRU 06/25/24) 0 122060 0 16352 0 1069 0 5429 0 30495 0 175405 0 0 X 5 5246527 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ABOVE REPRESENTS THE NUMBER OF CONTRIBUTIONS OF NON-CASH ITEMS DURING THE YEAR. PART I, LINE 32B: THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION AND NPT, ITS SUPPORTED ORGANIZATION, 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. THESE SERVICES INCLUDE THE PROCESSING OF NONCASH CONTRIBUTIONS. 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 THE BOARD OF DIRECTORS OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION AND 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 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