2025-05-13T06:52:17-05:00 2024-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2023-07-01 473505282 JANINE AND J TOMILSON HILL FAMILY TRUST JANI 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 1757531 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 IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE JANINE AND J. TOMILSON HILL FAMILY TRUST IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 3 3 0 3 0 0 0 0 0 0 2006865 1757531 0 0 2006865 1757531 2705000 1100000 0 0 0 0 0 0 0 490669 401226 3195669 1501226 -1188804 256305 37994775 44416223 515133 97502 37479642 44318721 X THE MISSION OF THE JANINE AND J. TOMILSON HILL FAMILY TRUST IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE JANINE AND J. TOMILSON HILL FAMILY TRUST IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 0 0 1233831 1100000 THE JANINE AND J. TOMILSON HILL FAMILY TRUST PROVIDED GRANTS TOTALING $1,100,000 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. 1233831 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 0 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 JANINE HILL DIRECTOR, PRESIDENT 3.00 0.00 X X 0 0 0 JOSEPH KLUGER DIRECTOR 1.00 0.00 X 0 0 0 CECILIA MENDEZ HODES DIRECTOR 1.00 1.00 X 0 0 0 ANDREA 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 3.00 52.00 X 0 193794 41690 ANDREA KATZ ASST. TREASURER (THRU 6/25/24) 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 11/1/23) 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 5 1 1 0 0 1434604 1434604 322927 0 322927 322927 322927 1757531 0 0 1757531 1100000 1100000 1427 1427 63902 63902 93692 93692 60390 60390 ADMINISTRATIVE FEES 160557 40139 120418 UNRELATED BUS. INC. TAX 21258 21258 1501226 1233831 267395 0 15894131 15620100 62724 0 10023 10073 19251262 25778455 2776635 3007595 37994775 44416223 8000 460000 47133 97502 515133 97502 X 37479642 44318721 37479642 44318721 37994775 44416223 256305 6582774 0 X X 0 1 X 0 0 X X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 1100000 0 1 1100000 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 3007595 F 3007595 DUE TO AFFILIATE 97502 97502 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. 1 FRICK COLLECTION 30 EAST 75TH STREET NEW YORK NY 10021 131624012 501(C)(3) 50000 0 CULTURE & ARTS METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 131624086 501(C)(3) 25000 0 CULTURE & ARTS NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 237825575 501(C)(3) 1000000 0 PUBLIC, SOCIETAL BENEFIT NIGHTINGALE-BAMFORD SCHOOL 20 EAST 92ND STREET NEW YORK NY 10128 131106710 501(C)(3) 20000 0 EDUCATION 4 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 ANDREA 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 0 185815 0 7709 0 270 0 9337 0 32353 0 235484 0 0 ANDREA KATZ ASST. TREASURER (THRU 6/25/24) 0 122060 0 16352 0 1069 0 5429 0 30495 0 175405 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 DIRECTORS 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