THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION (EIN 31-1702105)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201631379349307933
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T15:08:47-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1751 ARBOR WAY STE 200AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311702105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEG AND BENNETT GOODMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEGABusinessNameControlTxt
Phone2152773010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE ROAD NO 1200AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEILEEN R HEISMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2152773010PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER M PEKULAPreparerPersonNm
PTINP00734965PTIN
Phone2156418600PhoneNum
Preparation2016-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARGARET A BANDERAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE ROAD NO 1200AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,501,117GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE MEG & BENNETT GOODMAN FAMILY FOUNDATION IS TO PROVIDE CHARITABLE SUPPORT IN A VARIETY OF AREAS OF INTEREST.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,807,500PYContributionsGrantsAmt
CY Contributions Grants$9,126,250CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$220,357PYInvestmentIncomeAmt
CY Investment Income$373,287CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,580CYOtherRevenueAmt
PY Total Revenue$16,027,857PYTotalRevenueAmt
CY Total Revenue$9,501,117CYTotalRevenueAmt
PY Grants And Similar Paid$747,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,308,718CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$111,617PYOtherExpensesAmt
CY Other Expenses$262,402CYOtherExpensesAmt
PY Total Expenses$859,117PYTotalExpensesAmt
CY Total Expenses$9,571,120CYTotalExpensesAmt
PY Revenues Less Expenses$15,168,740PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$70,003CYRevenuesLessExpensesAmt
Total Assets BOY$15,209,941TotalAssetsBOYAmt
Total Assets EOY$21,642,769TotalAssetsEOYAmt
Total Liabilities BOY$41,201TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,474,493TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,168,740NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,168,276NetAssetsOrFundBalancesEOYAmt
MissionTHE MEG & BENNETT GOODMAN FAMILY FOUNDATION'S PURPOSE IS TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN AREAS SUCH AS ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, RELIGION AND THE ENVIRONMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$9,395,451ExpenseAmt
Grant$9,308,718GrantAmt
DescTHE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $9,308,718 TO ORGANIZATIONS TO ADVANCE CHARITABLE CAUSES IN THE FIELD OF EDUCATION, HEALTHCARE, AND THE ARTS, ALL IN SUPPORT OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST TO INCREASE PHILANTHROPY IN SOCIETY.Desc
Total Program Service Expenses$9,395,451TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGARET A BANDERABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2152773038PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE RD STE 150AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BENNETT GOODMAN
DIRECTOR - PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
CECILIA MENDEZ HODES
DIRECTOR - OFFICER1.002.50Yes (X)$0$0$0
DIRK JUNGE
DIRECTOR - OFFICER1.002.50Yes (X)$0$0$0
MARGARET A BANDERA
TREASURER3.0055.00Yes (X)$0$288,029$54,454
ANDREA RUSH
SECRETARY3.0055.00Yes (X)$0$124,961$8,568
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$412,990TotReportableCompRltdOrgAmt
Total Other Compensation$63,022TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,126,250AllOtherContributionsAmt
Noncash Contributions$9,126,250NoncashContributionsAmt
Total Contributions$9,126,250TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$185,555TotalRevenueColumnAmt
Exclusion$185,555ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$187,732SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$187,732SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$187,732TotalRevenueColumnAmt
Exclusion$187,732ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,580TotalRevenueColumnAmt
Related Or Exempt Func Income$1,580RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,580OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,501,117TotalRevenueColumnAmt
Related Or Exempt Func Income$1,580RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$373,287ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$9,308,718TotalAmt
Program Services$9,308,718ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,480TotalAmt
Management And General$3,480ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,125TotalAmt
Management And General$10,125ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$42,983TotalAmt
Program Services$42,983ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$367TotalAmt
Management And General$367ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,009TotalAmt
Management And General$2,009ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$289TotalAmt
Management And General$289ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,179TotalAmt
Management And General$27,179ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ADMINISTRATIVE FEES$175,000$43,750$131,250
FILING FEES$763$763
BUSINESS MEALS$207$207

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,571,120TotalAmt
Program Services$9,395,451ProgramServicesAmt
Management And General$175,669ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$138,554BOYAmt
EOY$3,491,700EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,071,387BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$14,576,204EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$3,574,865EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,209,941BOYAmt
EOY$21,642,769EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$41,201BOYAmt
EOY$139,775EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$6,334,718EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$41,201BOYAmt
EOY$6,474,493EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,168,740BOYAmt
EOY$15,168,276EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,168,740BOYAmt
EOY$15,168,276EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,209,941BOYAmt
EOY$21,642,769EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$70,003ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$69,539NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL PHILANTHROPIC TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN237825575EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationTHE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TO ORGANIZATIONS TO ADVANCE CHARITABLE CAUSES IN THE FIELD OF EDUCATION, HEALTHCARE, AND THE ARTS, ALL IN SUPPORT OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST TO INCREASE PHILANTHROPY IN SOCIETY.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BLACKSTONE OFFSHORE FUND$2,602,279C
BLOOM TREE OFFSHORE FUND, LP$772,063C
GSO CREDIT ALPHA FUND, LP$200,523C
FieldValueIRS element (for citing)
Total Book Value Securities$3,574,865TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationINCOME TAXES: THE ORGANIZATIONS ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE 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 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 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 YEAR ENDED JUNE 30, 2015 AND 2014. 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, 2011. THE ORGANIZATION IS ALSO SUBJECT TO INCOME TAXES ON NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN THE FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. THE ORGANIZATION'S OBLIGATION FOR UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2015 AND 2014 IS IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE, AND THEREFORE, NO PROVISIONS FOR FEDERAL OR STATE TAXES ARE PRESENTED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN JEWISH COMMITTEE
JACOB BLAUSTEIN BUILDING 165 E 56THSTREETNEW YORKNY10022135563393501(C)(3)$265,000RELIGION
ASPEN INSTITUTE
1000 N THIRD STREETASPENCO81611840399006501(C)(3)$25,000PUBLIC SOCIAL BENEFIT
BARRY & FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER DBA SUNRISE DAY CAMP
SUNRISE DAY CAMP 15 NEIL COURTOCEANSIDENY11572112002556501(C)(3)$6,000HUMAN SERVICES
BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOORNEW YORKNY10016134092050501(C)(3)$15,000INTERNATIONAL
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREET 8TH FLOORNEW YORKNY10022133022855501(C)(3)$288,034HUMAN SERVICES
CHILDREN'S HEALTH FUND
215 WEST 125TH STREET SUITE 301NEW YORKNY10027133468427501(C)(3)$30,000HEALTH
DUKE UNIVERSITY
TOWERVIEW DRIVE BOX 90556DURHAMNC27708560532129501(C)(3)$586,185EDUCATION
FILM SOCIETY OF LINCOLN CENTER
165 W 65TH STREET 4TH FLOORNEW YORKNY10023237042553501(C)(3)$221,000CULTURE & ARTS
FUTURES AND OPTIONS
120 BROADWAY SUITE 1019NEW YORKNY10271134063658501(C)(3)$10,000HUMAN SERVICES
HARLEM VILLAGE ACADEMIES
35 WEST 124TH STREET 5TH FLOORNEW YORKNY10027134186070501(C)(3)$25,000EDUCATION
JEWISH MUSEUM
1109 5TH AVENUENEW YORKNY10128136146854501(C)(3)$62,500CULTURE & ARTS
KHAN ACADEMY
PO BOX 1630MOUNTAIN VIEWCA94042261544963501(C)(3)$50,000EDUCATION
LAFAYETTE COLLEGE
DEVELOPMENT OFFICE BOX 3000EASTONPA18042240795686501(C)(3)$300,000EDUCATION
LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023131847137501(C)(3)$5,019,815CULTURE & ARTS
MONTEFIORE MEDICAL CENTER
111 EAST 210TH STREETBRONXNY104672490131740114501(C)(3)$2,500HEALTH
MUSIC ASSOCIATES OF ASPEN INC
225 MUSIC SCHOOL RDASPENCO81611840445087501(C)(3)$10,000CULTURE & ARTS
NEW YORK-PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 123NEW YORKNY10065133160356501(C)(3)$250,000HEALTH
PLANNED PARENTHOOD HUDSON PECONIC INC
4 SKYLINE DRIVEHAWTHORNENY10532112454790501(C)(3)$25,000HEALTH
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOORNEW YORKNY10003133441066501(C)(3)$5,000HUMAN SERVICES
SEEDS OF PEACE
370 LEXINGTON AVE STE 1201NEW YORKNY10017521814447501(C)(3)$5,000HUMAN SERVICES
THE SUMMER CAMP
8 CHURCH STREETBRIDGTONME04009133341224501(C)(3)$2,000HUMAN SERVICES
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022510172429501(C)(3)$100,000PUBLIC SOCIETY
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014131789318501(C)(3)$10,000CULTURE & ARTS
YEAR UP INC
45 MILK STREET 9TH FLOORBOSTONMA02109043534407501(C)(3)$100,000HUMAN SERVICES
YOUTH IMPROVING NON-PROFITS FOR CHILDREN
PO BOX 10029UNIONDALENY11555521936144501(C)(3)$5,000HUMAN SERVICES
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA02138042103580501(C)(3)$1,890,684EDUCATION
FieldValueIRS element (for citing)
Total501c3 Org26Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFOR DOMESTIC GRANTS, THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION REVIEWS EACH GRANT REQUEST TO DETERMINE THAT GRANT FUNDS ARE BEING GIVEN ONLY TO 501(C)(3) PUBLIC CHARITIES OR ORGANIZATIONS WITH CHARITABLE INTENT, SUCH AS CHURCHES, SYNAGOGUES, PUBLIC SCHOOLS, AND US GOVERNMENT ENTITIES. GRANTS MAY BE USED ONLY FOR CHARITABLE PURPOSES AND MAY NOT BE USED TO SATISFY PRE-EXISTING PLEDGES, IN EXCHANGE FOR GOODS OR SERVICES, OR FOR OTHER PERSONAL BENEFIT TO THE DONOR(S).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARGARET A BANDERAPersonNm
TitleTREASURERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$217,115CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$40,000BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$30,914OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$25,600DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$28,854NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$342,483TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationMARGARET A. BANDERA - $10,000ExplanationTxt

Schedule M IRS990ScheduleM

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$9,126,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesIMMEDIATE LIQUIDATIONMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationNATIONAL PHILANTHROPIC TRUST (A RELATED 501C3 ORGANIZATION) HAS BEEN ENGAGED TO SOLICIT, PROCESS OR SELL NON-CASH CONTRIBUTIONS FOR THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BANY AMENDMENT TO THE ORGANIZATIONS BY-LAWS REQUIRES APPROVAL FROM NATIONAL PHILANTHROPIC TRUST.
FORM 990, PART VI, SECTION A, LINE 8BTHE 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 11FORM 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 FOR REVISIONS. NPT'S TREASURER APPROVES THE FINAL DOCUMENT, WHICH IS THEN SUBMITTED 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 C, LINE 19ALL GOVERNING POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NATIONAL PHILANTHROPIC TRUST (NPT)
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046237825575PROVIDING PHILANTHROPIC EXPERTISEPA501(C)(3)70
DR ROBERT C AND VERONICA ATKINS FOUNDATION
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046260012965SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUSTPA501(C)(3)11A0NATIONAL PHILANTHROPIC TRUST
IMAGINATION INSTITUTE
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046311712813SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUSTPA501(C)(3)11A0NATIONAL PHILANTHROPIC TRUST
SAINT AGATHA FOUNDATION
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046260012966SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUSTPA501(C)(3)11A0NATIONAL PHILANTHROPIC TRUST
NPT SUPPORTING ORGANIZATION
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046311622013SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUSTPA501(C)(3)11A0NATIONAL PHILANTHROPIC TRUST
NPT CHARITABLE ASSET TRUST
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046277059768PROVIDING PHILANTHROPIC EXPERTISEPA501(C)(3)70NATIONAL PHILANTHROPIC TRUST
THE JANINE AND J TOMILSON HILL FAMILY TRUST
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046473505282SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUSTPA501(C)(3)11A0NATIONAL PHILANTHROPIC TRUST
THE JAMES FAMILY CHARITABLE TRUST
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046473856889SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUSTPA501(C)(3)11A0NATIONAL PHILANTHROPIC TRUST
NPT DONOR FUND B
165 TOWNSHIP LINE RD STE 1200JENKINTOWNPA19046473516977SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUSTPA501(C)(3)11A0NATIONAL PHILANTHROPIC TRUST
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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