2016-05-16T15:08:47-05:00 2015-06-30 420714325 RSM US LLP 751 ARBOR WAY STE 200 BLUE BELL PA 19422 990 2014-07-01 311702105 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION MEGA 2152773010 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 EILEEN R HEISMAN TREASURER 2152773010 2016-05-16 1 CHRISTOPHER M PEKULA P00734965 2156418600 2016-05-16 2014 2016-08-17 19:52:53Z X MARGARET A BANDERA 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 9501117 0 X N/A X 2000 PA THE MISSION OF THE MEG & BENNETT GOODMAN FAMILY FOUNDATION IS TO PROVIDE CHARITABLE SUPPORT IN A VARIETY OF AREAS OF INTEREST. 3 2 0 3 0 0 15807500 9126250 0 0 220357 373287 0 1580 16027857 9501117 747500 9308718 0 0 0 0 0 0 0 111617 262402 859117 9571120 15168740 -70003 15209941 21642769 41201 6474493 15168740 15168276 THE 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. 0 0 9395451 9308718 THE 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. 9395451 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 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 2 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 NY PA X MARGARET A BANDERA 2152773038 165 TOWNSHIP LINE RD STE 150 JENKINTOWN PA 19046 BENNETT GOODMAN DIRECTOR - PRESIDENT 1.00 0.00 X X 0 0 0 CECILIA MENDEZ HODES DIRECTOR - OFFICER 1.00 2.50 X 0 0 0 DIRK JUNGE DIRECTOR - OFFICER 1.00 2.50 X 0 0 0 MARGARET A BANDERA TREASURER 3.00 55.00 X 0 288029 54454 ANDREA RUSH SECRETARY 3.00 55.00 X 0 124961 8568 0 412990 63022 0 0 1 0 0 9126250 9126250 9126250 185555 185555 187732 0 187732 187732 187732 MISCELLANEOUS 900099 1580 1580 1580 9501117 1580 0 373287 9308718 9308718 3480 3480 10125 10125 42983 42983 367 367 2009 2009 289 289 27179 27179 ADMINISTRATIVE FEES 175000 43750 131250 FILING FEES 763 763 BUSINESS MEALS 207 207 9571120 9395451 175669 0 138554 3491700 15071387 14576204 3574865 15209941 21642769 41201 139775 6334718 41201 6474493 X 15168740 15168276 15168740 15168276 15209941 21642769 -70003 69539 0 X X 0 1 X 1 0 X 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 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BLACKSTONE OFFSHORE FUND 2602279 C BLOOM TREE OFFSHORE FUND, LP 772063 C GSO CREDIT ALPHA FUND, LP 200523 C 3574865 X PART X, LINE 2: INCOME 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. 1 AMERICAN JEWISH COMMITTEE JACOB BLAUSTEIN BUILDING 165 E 56TH STREET NEW YORK NY 10022 135563393 501(C)(3) 265000 RELIGION ASPEN INSTITUTE 1000 N THIRD STREET ASPEN CO 81611 840399006 501(C)(3) 25000 PUBLIC SOCIAL BENEFIT BARRY & FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER DBA SUNRISE DAY CAMP SUNRISE DAY CAMP 15 NEIL COURT OCEANSIDE NY 11572 112002556 501(C)(3) 6000 HUMAN SERVICES BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 15000 INTERNATIONAL CENTRAL PARK CONSERVANCY INC 14 EAST 60TH STREET 8TH FLOOR NEW YORK NY 10022 133022855 501(C)(3) 288034 HUMAN SERVICES CHILDREN'S HEALTH FUND 215 WEST 125TH STREET SUITE 301 NEW YORK NY 10027 133468427 501(C)(3) 30000 HEALTH DUKE UNIVERSITY TOWERVIEW DRIVE BOX 90556 DURHAM NC 27708 560532129 501(C)(3) 586185 EDUCATION FILM SOCIETY OF LINCOLN CENTER 165 W 65TH STREET 4TH FLOOR NEW YORK NY 10023 237042553 501(C)(3) 221000 CULTURE & ARTS FUTURES AND OPTIONS 120 BROADWAY SUITE 1019 NEW YORK NY 10271 134063658 501(C)(3) 10000 HUMAN SERVICES HARLEM VILLAGE ACADEMIES 35 WEST 124TH STREET 5TH FLOOR NEW YORK NY 10027 134186070 501(C)(3) 25000 EDUCATION JEWISH MUSEUM 1109 5TH AVENUE NEW YORK NY 10128 136146854 501(C)(3) 62500 CULTURE & ARTS KHAN ACADEMY PO BOX 1630 MOUNTAIN VIEW CA 94042 261544963 501(C)(3) 50000 EDUCATION LAFAYETTE COLLEGE DEVELOPMENT OFFICE BOX 3000 EASTON PA 18042 240795686 501(C)(3) 300000 EDUCATION LINCOLN CENTER 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 131847137 501(C)(3) 5019815 CULTURE & ARTS MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 104672490 131740114 501(C)(3) 2500 HEALTH MUSIC ASSOCIATES OF ASPEN INC 225 MUSIC SCHOOL RD ASPEN CO 81611 840445087 501(C)(3) 10000 CULTURE & ARTS NEW YORK-PRESBYTERIAN FUND INC 525 EAST 68TH STREET BOX 123 NEW YORK NY 10065 133160356 501(C)(3) 250000 HEALTH PLANNED PARENTHOOD HUDSON PECONIC INC 4 SKYLINE DRIVE HAWTHORNE NY 10532 112454790 501(C)(3) 25000 HEALTH ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 133441066 501(C)(3) 5000 HUMAN SERVICES SEEDS OF PEACE 370 LEXINGTON AVE STE 1201 NEW YORK NY 10017 521814447 501(C)(3) 5000 HUMAN SERVICES THE SUMMER CAMP 8 CHURCH STREET BRIDGTON ME 04009 133341224 501(C)(3) 2000 HUMAN SERVICES UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 100000 PUBLIC SOCIETY WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 131789318 501(C)(3) 10000 CULTURE & ARTS YEAR UP INC 45 MILK STREET 9TH FLOOR BOSTON MA 02109 043534407 501(C)(3) 100000 HUMAN SERVICES YOUTH IMPROVING NON-PROFITS FOR CHILDREN PO BOX 10029 UNIONDALE NY 11555 521936144 501(C)(3) 5000 HUMAN SERVICES HARVARD UNIVERSITY 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 042103580 501(C)(3) 1890684 EDUCATION 26 PART I, LINE 2: FOR 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). 0 1 0 0 0 0 0 0 0 MARGARET A BANDERA TREASURER 0 217115 0 40000 0 30914 0 25600 0 28854 0 342483 0 0 PART I, LINE 4B MARGARET A. BANDERA - $10,000 X 1 9126250 IMMEDIATE LIQUIDATION 0 0 1 PART I, LINE 32B: NATIONAL PHILANTHROPIC TRUST (A RELATED 501C3 ORGANIZATION) HAS BEEN ENGAGED TO SOLICIT, PROCESS OR 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 ORGANIZATIONS 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 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 19 ALL GOVERNING POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL PHILANTHROPIC TRUST (NPT) 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 237825575 PROVIDING PHILANTHROPIC EXPERTISE PA 501(C)(3) 7 0 DR ROBERT C AND VERONICA ATKINS FOUNDATION 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 260012965 SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 IMAGINATION INSTITUTE 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 311712813 SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 SAINT AGATHA FOUNDATION 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 260012966 SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 NPT SUPPORTING ORGANIZATION 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 311622013 SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 NPT CHARITABLE ASSET TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 277059768 PROVIDING PHILANTHROPIC EXPERTISE PA 501(C)(3) 7 NATIONAL PHILANTHROPIC TRUST 0 THE JANINE AND J TOMILSON HILL FAMILY TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 473505282 SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 THE JAMES FAMILY CHARITABLE TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 473856889 SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 NPT DONOR FUND B 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 473516977 SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST PA 501(C)(3) 11A NATIONAL PHILANTHROPIC TRUST 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0