2022-05-13T08:43:35-05:00 2021-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2020-07-01 311702105 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION MEGA 2152773074 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 ELLEN M MCGUINN ASSISTANT TREASURER 2152773083 2022-05-11 1 ELLEN MCGUINN 999009999 LYNNE JOHNSON P00757336 2157654600 2022-05-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ELLEN M MCGUINN 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 14988163 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 56646 50081 8904551 11538125 0 0 2100430 3450038 0 0 11004981 14988163 2845429 577202 0 0 0 0 0 0 0 395846 809219 3241275 1386421 7763706 13601742 50458470 75441124 3074850 2479623 47383620 72961501 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 782671 577202 THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $577,202 TO ORGANIZATIONS TO PROVIDE CHARITABLE SUPPORT PRIMARILY 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. 782671 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 0 0 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 2152773083 165 TOWNSHIP LINE ROAD NO 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 3.00 52.00 X 0 420963 55962 ELLEN M MCGUINN ASST. TREASURER 3.00 52.00 X 0 266510 29223 DEBRA FALK SECRETARY 3.00 52.00 X 0 170410 43472 ANDREA C RUSH ASST. SECRETARY 3.00 52.00 X 0 197330 11568 0 1055213 140225 0 0 1 0 0 11538125 11538125 11538125 456739 56646 400093 2993299 0 2993299 2993299 2993299 14988163 0 56646 3393392 X 577202 577202 416 416 19055 19055 161719 161719 390873 390873 85 85 47667 47667 ADMINISTRATIVE FEES 175000 43750 131250 UBIT EXPENSE 8789 8789 FOREIGN TAX 5525 5525 BANK AND OTHER SERVICE 90 90 1386421 782671 603750 0 1360262 6401330 6738 8186 25032719 30874102 24025270 38135582 33481 21924 50458470 75441124 884 6184 3042725 2327017 31241 146422 3074850 2479623 X 47383620 72961501 47383620 72961501 50458470 75441124 13601742 11976139 0 X X 0 1 X 0 0 X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 577202 0 1 577202 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LIMITED PARTNERSHIPS 28982004 F ALTERNATIVE INVESTMENTS 9153578 F 38135582 DUE TO AFFILIATE 146422 146422 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, 2021 OR 2020. THE ORGANIZATIONS FILE INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. 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, 2018, 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, 2021 AND 2020, IS $990,300 AND $741,600, RESPECTIVELY. THE ORGANIZATIONS FILE U.S. FEDERAL AND STATE INCOME TAX RETURNS IN JURISDICTIONS, AS APPLICABLE, TO REPORT SUCH INCOME. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 8535876 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 1268031 0 0 0 0 0 0 9803907 0 9803907 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)(3) 200000 INTERNATIONAL AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET SUITE 600 NEW YORK NY 10022 135563393 501(C)(3) 150000 PUBLIC, SOCIETAL BENEFIT THE ASPEN INSTITUTE INC 2300 N STREET NW SUITE 700 WASHINGTON DC 20037 840829226 501(C)(3) 25000 PUBLIC, SOCIETAL BENEFIT FILM SOCIETY OF LINCOLN CENTER INC 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 237042553 501(C)(3) 65948 CULTURE & ARTS LINCOLN CENTER FOR THE PERFORMING ARTS INC 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 131847137 501(C)(3) 60652 CULTURE & ARTS HARVARD BUSINESS SCHOOL CLUB OF NEW YORK INC 1460 BROADWAY 7TH FLOOR NEW YORK NY 10036 136159699 501(C)(3) 50000 EDUCATION SCHOOL IN THE SQUARE PUBLIC CHARTER SCHOOL 120 WADSWORTH AVENUE NEW YORK NY 10033 810932728 501(C)(3) 10000 EDUCATION 7 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 RENE J PARADIS TREASURER 0 328673 0 71500 0 20790 0 17100 0 38862 0 476925 0 0 ELLEN M MCGUINN ASST. TREASURER 0 216320 0 30000 0 20190 0 15000 0 14223 0 295733 0 0 DEBRA FALK SECRETARY 0 155110 0 15000 0 300 0 8448 0 35024 0 213882 0 0 ANDREA C RUSH ASST. SECRETARY 0 178480 0 18400 0 450 0 11568 0 0 0 208898 0 0 X 1 11538125 FMV 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 BY NPT ON BEHALF OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION. 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; 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 ASSISTANT 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 IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 390,873. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 390,873. 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 PROVIDING PHILANTHROPIC EXPERTISE 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