2023-05-15T14:49:11-05:00 2022-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2021-07-01 311702105 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION MEGA 2152773010 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 ELLEN M MCGUINN TREASURER 2152773010 2023-05-12 1 ELLEN MCGUINN 999009999 LYNNE JOHNSON P00757336 2157654600 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ELLEN M MCGUINN 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 6416637 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 258268 231541 11538125 0 0 0 3450038 6416637 0 0 14988163 6416637 577202 1952653 0 0 0 0 0 0 0 809219 930524 1386421 2883177 13601742 3533460 75441124 70970474 2479623 2799026 72961501 68171448 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 2599357 1952653 THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $1,952,653 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. 2599357 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 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 ELLEN M MCGUINN 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 RENE J PARADIS TREASURER (THRU 5/20/22) 3.00 50.00 X 0 439807 56448 ELLEN M MCGUINN ASST. TREASURER 3.00 52.00 X 0 299722 30717 DEBRA FALK SECRETARY 3.00 52.00 X 0 186287 43591 ANDREA C RUSH ASST. SECRETARY 3.00 52.00 X 0 212097 12454 0 1137913 143210 0 0 1 0 SHADE TREE ADVISORS 19 RAILROAD PLACE SUITE 301 SARATOGA SPRINGS NY 12866 INVESTMENT ADVISOR 491244 1 791961 258268 533693 5624676 0 5624676 5624676 5624676 6416637 0 258268 6158369 1952653 1952653 749 749 20961 20961 602954 602954 61313 61313 ADMINISTRATIVE FEES 175000 43750 131250 UBIT EXPENSE 65903 65903 FOREIGN TAX 3644 3644 2883177 2599357 283820 0 6401330 3876007 8186 10808 30874102 37382826 38135582 29631847 21924 68986 75441124 70970474 6184 75884 2327017 2532648 146422 190494 2479623 2799026 X 72961501 68171448 72961501 68171448 75441124 70970474 3533460 -8323513 0 X X 0 1 X 0 0 X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 1952653 0 1 1952653 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN V: 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 16388610 F ALTERNATIVE INVESTMENTS 13243237 F 29631847 DUE TO AFFILIATE 190494 190494 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, 2022 OR 2021. 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, 2019, 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, 2022 AND 2021, IS APPROXIMATELY $2,300,000 AND $990,000, 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 10897999 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 1177020 0 0 0 0 0 0 12075019 0 12075019 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 135563393 501(C)(3) 150000 0 PUBLIC, SOCIETAL BENEFIT APOLLO THEATER FOUNDATION INC 253 WEST 125TH STREET 2ND FLOOR NEW YORK NY 10027 133630066 501(C)(3) 10000 0 CULTURE & ARTS CENTRAL SYNAGOGUE CONGREGATION 123 EAST 55TH STREET NEW YORK NY 10022 131628161 501(C)(3) 75000 0 RELIGION CLOONEY FOUNDATION FOR JUSTICE 4768 BROADWAY NEW YORK NY 10034 813006634 501(C)(3) 10000 0 HUMAN SERVICES CREATIVE ART WORKS 520 EIGHTH AVENUE SUITE 201A NEW YORK NY 10018 133638436 501(C)(3) 10000 0 CULTURE & ARTS EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 631135091 501(C)(3) 25000 0 PUBLIC, SOCIETAL BENEFIT EVERY MOTHER COUNTS 333 HUDSON STREET SUITE 1006 NEW YORK NY 10013 454102644 501(C)(3) 10000 0 HEALTH FILM AT LINCOLN CENTER 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 237042553 501(C)(3) 12127 0 CULTURE & ARTS FRIENDS OF THE HIGH LINE INC 820 WASHINGTON STREET NEW YORK NY 10014 311734086 501(C)(3) 10000 0 CULTURE & ARTS JEWISH COMMUNITY CENTER IN MANHATTAN DBA MARLENE MEYERSON JCC MANHATTAN 334 AMSTERDAM AVE 8TH FLOOR NEW YORK NY 10023 133490745 501(C)(3) 100000 0 HUMAN SERVICES JEWISH MUSEUM 1109 5TH AVENUE AT 92ND ST NEW YORK NY 10128 136146854 501(C)(3) 25000 0 CULTURE & ARTS LINCOLN CENTER FOR THE PERFORMING ARTS INC 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 131847137 501(C)(3) 990079 0 CULTURE & ARTS NEW YORK CARES INC 65 BROADWAY 19TH FLOOR NEW YORK NY 10006 133444193 501(C)(3) 10000 0 HUMAN SERVICES SCHOOL IN THE SQUARE PUBLIC CHARTER SCHOOL 120 WADSWORTH AVENUE NEW YORK NY 10033 810932728 501(C)(3) 25000 0 EDUCATION SEEDS OF PEACE INC PO BOX 70372 NEWARK NJ 07101 521814447 501(C)(3) 15000 0 INTERNATIONAL SPONSORS FOR EDUCATIONAL OPPORTUNITY INC 55 EXCHANGE PLACE SUITE 601 NEW YORK NY 10005 132578670 501(C)(3) 10000 0 HUMAN SERVICES TEACH FOR AMERICA INC 4305 UNIVERSITY AVE 525 SAN DIEGO CA 94139 133541913 501(C)(3) 10000 0 EDUCATION 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) 100000 0 PUBLIC, SOCIETAL BENEFIT UJA-FEDERATION OF JEWISH PHILANTHROPIES OF NY INC PO BOX 4227 NEW YORK NY 10261 510172429 501(C)(3) 300000 0 PUBLIC, SOCIETAL BENEFIT 20 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 RENE J PARADIS TREASURER (THRU 5/20/22) 0 344657 0 74360 0 20790 0 17400 0 39048 0 496255 0 0 ELLEN M MCGUINN ASST. TREASURER 0 234532 0 45000 0 20190 0 16310 0 14407 0 330439 0 0 DEBRA FALK SECRETARY 0 163037 0 22950 0 300 0 8481 0 35110 0 229878 0 0 ANDREA C RUSH ASST. SECRETARY 0 184297 0 27350 0 450 0 12454 0 0 0 224551 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. 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 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 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 0 1 1 0 0 0