2017-05-15T13:02:16-05:00 2016-06-30 420714325 RSM US LLP 751 ARBOR WAY STE 200 BLUE BELL PA 19422 990 2015-07-01 311702105 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION MEGA 2152773010 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 RENE J PARADIS TREASURER 2152773010 2017-05-15 1 LYNNE JOHNSON P00757336 2156418600 2015 2021-01-29 14:40:06Z RENE J PARADIS 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 4669549 0 X N/A X 2000 PA THIS ORGANIZATION WAS ESTABLISHED TO SUPPORT THE PHILANTHROPIC ACTIVITIES OF NATIONAL PHILANTHROPIC TRUST. 3 3 0 3 0 0 9126250 4199735 0 0 373287 1289 1580 0 9501117 4201024 9308718 1406838 0 0 0 0 0 0 0 262402 268804 9571120 1675642 -70003 2525382 21642769 22008781 6474493 4897949 15168276 17110832 THIS ORGANIZATION WAS ESTABLISHED TO SUPPORT THE PHILANTHROPIC ACTIVITIES OF NATIONAL PHLANTHROPIC TRUST. 0 0 1488525 1406838 THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $1,406,838 TO ORGANIZATIONS TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN AREAS SUCH AS ARTS AND CULTURE, HEALTH AND HUMAN SERVICES, EDUCATION, RELIGION, AND THE ENVIRONMENT, ALL IN SUPPORT OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST, TO INCREASE PHILANTHROPY IN SOCIETY. 1488525 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 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NY PA X RENE J PARADIS 2152773074 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 BENNETT GOODMAN PRESIDENT 1.00 0.00 X X 0 0 0 CECILIA MENDEZ HODES DIRECTOR 1.00 3.00 X 0 0 0 DIRK JUNGE DIRECTOR 1.00 2.50 X 0 0 0 DEBRA FALK SECRETARY 1.00 50.00 X 0 95770 20732 ANDREA RUSH ASST. SECRETARY 3.00 49.50 X 0 143904 10099 MARGARET BANDERA TREASURER 3.00 55.50 X 0 308480 46983 0 548154 77814 0 0 1 0 0 4199735 4192500 4199735 469814 469814 468525 -468525 -468525 -468525 4201024 0 0 1289 1406838 1406838 37937 37937 769 769 8881 8881 234 234 1229 1229 38108 38108 ADMINISTRATIVE FEES 175000 43750 131250 FOREIGN TAX 6646 6646 1675642 1488525 187117 0 3491700 3211031 14576204 13218325 3574865 5557432 0 21993 21642769 22008781 139775 100949 6334718 4765806 0 31194 6474493 4897949 X 15168276 17110832 15168276 17110832 21642769 22008781 2525382 -582826 0 X 0 1 X 1 0 X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $1,406,838 TO ORGANIZATIONS TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN AREAS SUCH AS ARTS AND CULTURE, HEALTH AND HUMAN SERVICES, EDUCATION, RELIGION, AND THE ENVIRONMENT, ALL IN SUPPORT OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST, TO INCREASE PHILANTHROPY IN SOCIETY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 HEDGE FUNDS 5057445 F OTHER INVESTMENTS 499987 F 5557432 DUE TO AFFILIATE 31194 31194 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. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. 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, 2016 AND 2015. THE ORGANIZATIONS FILE INCOME 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 BEFORE JUNE 30, 2013. 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' OBLIGATION FOR UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2016 AND 2015 IS $803,000 AND $457,000, RESPECTIVELY, IS PAID FROM THE RESPECTIVE DONOR-ADVISED FUND ACCOUNTS THAT GENERATED THE TAXABLE INCOME, AND RECORDED WITHIN PROGRAM SERVICES ON THE ORGANIZATIONS' CONSOLIDATED STATEMENTS OF ACTIVITIES. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 3403830 0 0 0 0 0 0 3403830 0 3403830 0 0 1 0 0 0 1 AMERICAN ISRAEL EDUCATION FOUNDATION 477 MADISON AVE 11TH FLOOR NEW YORK NY 10022 521623781 501(C) (3) 225000 INTERNATIONAL AMERICAN JEWISH COMMITTEE JACOB BLAUSTEIN BLDG 165 E 56TH STREET NEW YORK NY 10022 135563393 501(C) (3) 235000 RELIGION ASPEN INSTITUTE 1000 NORTH THIRD STREET ASPEN CO 81611 840399006 501(C) (3) 25000 PUBLIC SOCIAL BENEFIT BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 501(C) (3) 15000 INTERNATIONAL CENTRAL PARK CONSERVANCY 14 E 60TH STREET 8TH FLOOR NEW YORK NY 10022 133022855 501(C) (3) 54767 PUBLIC SOCIAL BENEFIT DEFY VENTURES 5 PENN PLAZA 19TH FLOOR NEW YORK NY 10001 273611908 501(C) (3) 10000 PUBLIC SOCIAL BENEFIT DUKE UNIVERSITY SCHWARTZ BUTTERS ATHLETIC CENTER TOWERVIEW DRIVE BOX 90556 DURHAM NC 27708 560532129 501(C) (3) 9166 EDUCATION FILM SOCIETY OF LINCOLN CENTER 165 W 65TH STREET 4TH FLOOR NEW YORK NY 10023 237042553 501(C) (3) 85000 CULTURE & ARTS HARVARD UNIVERSITY - HARVARD BUSINESS SCHOOL DEVELOPMENT OPERATIONS - TEELE HALL SOLDIERS FIELD BOSTON MA 02163 530199180 501(C) (3) 25411 EDUCATION LINCOLN CENTER FOR THE PERFORMING ARTS 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 131847137 501(C) (3) 366745 CULTURE & ARTS PLANNED PARENTHOOD HUDSON PECONIC INC 4 SKYLINE DRIVE HAWTHORNE NY 10532 112454790 501(C) (3) 25000 HEALTH SEEDS OF PEACE 370 LEXINGTON AVE 3RD FLOOR NEW YORK NY 10017 521814447 501(C) (3) 10000 HUMAN SERVICES SERIOUSFUN CHILDREN'S NETWORK 228 SAUGATUCK AVENUE WESTPORT CT 06880 311794455 501(C) (3) 10000 PUBLIC SOCIAL BENEFIT THE JEWISH MUSEUM 355 LEXINGTON AVENUE 3RD FLOOR NEW YORK NY 10017 136146854 501(C) (3) 10000 CULTURE & ARTS TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3535 MARKET STREET SUITE 750 PHILADELPHIA PA 19104 231352685 501(C) (3) 25000 EDUCATION UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C) (3) 225000 PUBLIC SOCIETY YOUNG WOMEN'S LEADERSHIP NETWORK 322 8TH AVENUE 14TH FLOOR NEW YORK NY 10001 061517218 501(C) (3) 10000 PUBLIC SOCIAL BENEFIT 17 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 WITH CHARITABLE INTENT, SUCH AS INSTITUTIONS OF HIGHER EDUCATION AND U.S. GOVERNMENT ENTITIES. 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 OTHER PERSONAL BENEFIT TO ANY INDIVIDUAL. 0 0 0 0 0 0 0 0 0 ANDREA RUSH ASST. SECRETARY 0 131274 0 12450 0 180 0 8707 0 1392 0 154003 0 0 MARGARET BANDERA TREASURER 0 257441 0 32625 0 18414 0 15900 0 31083 0 355463 0 0 X 1 4192500 FMV 0 0 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ABOVE REPRESENTS THE NUMBER OF DONORS OF NON-CASH ITEMS DURING THE YEAR. PART I, LINE 32B: NATIONAL PHILANTHROPIC TRUST (A RELATED 501(C)(3) ORGANIZATION) HAS BEEN ENGAGED TO PROCESS AND SELL NON-CASH CONTRIBUTIONS FOR THE ORGANIZATION. 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 NATIONAL PHILANTHROPIC TRUST (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 7B ANY AMENDMENT TO THE ORGANIZATION'S BY-LAWS REQUIRES APPROVAL FROM NATIONAL PHILANTHROPIC TRUST. 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 11 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. NPT'S TREASURER APPROVES THE FINAL DOCUMENT, WHICH IS THEN PROVIDED TO THE AUDIT AND RISK COMMITTEE OF NPT'S BOARD OF TRUSTEES AND NPT'S DESIGNEES ON THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. 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 TRUSTEES, DIRECTORS, OFFICERS, AND OTHER PERSONS ENGAGED IN THE MANAGEMENT OF THE ORGANIZATION. IT IS REQUIRED THAT THEY 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, TRUSTEES, DIRECTORS, OFFICERS, AND OTHER PERSONS ENGAGED IN THE MANAGEMENT OF THE ORGANIZATION 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). NATIONAL PHILANTHROPIC TRUST (NPT) 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 237825575 PROVIDING PHILANTHROPIC EXPERTISE PA 501(C)(3) 7 0 IMAGINATION INSTITUTE 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 311712813 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 SAINT AGATHA FOUNDATION 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 260012966 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 NPT SUPPORTING ORGANIZATION 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 311622013 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 NPT CHARITABLE ASSET TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 277059768 PROVIDING PHILANTHROPIC EXPERTISE PA 501(C)(3) 7 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) 11A 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) 11A 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) 11A NATIONAL PHILANTHROPIC TRUST 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0