2026-05-12T15:18:29-05:00 2025-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2024-07-01 311702105 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION MEGA 2152773010 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 CHRISTINA HACK TREASURER 2152773010 2026-05-12 1 1 LYNNE JOHNSON P00757336 2157654600 2024 2025-03-06 01:10:19Z CHRISTINA HACK 165 TOWNSHIP LINE ROAD 1200 JENKINTOWN PA 19046 4603784 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 IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 4 3 0 3 -178004 0 5246527 0 0 0 5905322 4603784 0 0 11151849 4603784 1690416 2217613 0 0 0 0 0 0 0 1049437 1076940 2739853 3294553 8411996 1309231 73672946 72175912 19880789 14287629 53792157 57888283 X THE MISSION OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS TO PROVIDE SUPPORT FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 0 0 2978957 2217613 THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $2,217,613 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. 2978957 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 4 3 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY PA X CHRISTINA HACK 2152773010 165 TOWNSHIP LINE ROAD STE 1200 JENKINTOWN PA 19046 ANDREA C RUSH DIRECTOR, ASST. SEC. (AS OF 6/30/25) 3.00 52.00 X X 0 320479 51571 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 CHRISTINA HACK TREASURER 3.00 52.00 X 0 411959 39803 JEREMY SCHWARTZ ASST. TREASURER 3.00 52.00 X 0 303644 40676 DEBRA FALK SECRETARY 3.00 52.00 X 0 262430 43822 QUINN ROWAN ASST. SECRETARY 3.00 52.00 X 0 101518 34645 0 1400030 210517 0 0 1 0 SHADE TREE ADVISORS 268 BROADWAY SUITE 101 SARATOGA SPRINGS NY 12866 INVESTMENT ADVISOR 568630 1 1603717 -217930 1821647 2989699 10368 0 0 2989699 10368 3000067 39926 2960141 4603784 0 -178004 4781788 2217613 2217613 1325 1325 96531 96531 717594 717594 690 690 74115 74115 ADMINISTRATIVE FEES 175000 43750 131250 UNRELATED BUS. INC. TAX 7848 7848 FOREIGN TAX 3379 3379 BANK AND OTHER SERVICE 458 458 3294553 2978957 315596 0 7338660 14958058 11948 20033 30357936 20441130 35916707 36756691 47695 0 73672946 72175912 24000 19597870 14147348 258919 140281 19880789 14287629 X 53792157 57888283 53792157 57888283 73672946 72175912 1309231 2783758 3137 0 X X 0 1 X 0 0 X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 2217613 0 1 2217613 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN V AND PART IV, SECTION A, LINE 6: THE MEG & BENNETT GOODMAN FAMILY FOUNDATION SUPPORTS NATIONAL PHILANTHROPIC TRUST'S (NPT) MISSION BY MAKING GRANTS TO ORGANIZATIONS FOR CHARITABLE PURPOSES IN FURTHERANCE OF NPT'S MISSION TO INCREASE PHILANTHROPY IN SOCIETY. 0 LIMITED PARTNERSHIPS 13572383 F ALTERNATIVE INVESTMENTS 23184308 F 36756691 DUE TO AFFILIATE 140281 140281 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 ARE 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, 2025 AND 2024, WAS APPROXIMATELY $778,000 AND $436,000, RESPECTIVELY. THE ORGANIZATIONS FILE U.S., UK AND STATE INCOME TAX RETURNS IN JURISDICTIONS, AS APPLICABLE, TO REPORT SUCH INCOME. THE ORGANIZATIONS FOLLOW THE ACCOUNTING GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) 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% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, 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 UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. NO MATERIAL ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THE ORGANIZATIONS FILE INFORMATIONAL TAX RETURNS IN U.S. AND UK JURISDICTIONS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 13615811 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 4135998 0 0 0 0 0 0 17751809 0 17751809 1 0 1 1 1 0 1 AMERICAN JEWISH COMMITTEE PO BOX 7247MAIL CODE 6760 PHILADELPHIA PA 191700001 135563393 501(C)(3) 25000 0 PUBLIC, SOCIETAL BENEFIT BARNARD COLLEGE BOX AS3009 BROADWAY NEW YORK NY 10027 131628149 501(C)(3) 25000 0 EDUCATION CENTRAL PARK CONSERVANCY INC 717 FIFTH AVENUE NEW YORK NY 10022 133022855 501(C)(3) 276384 0 HUMAN SERVICES CENTRAL SYNAGOGUE 123 EAST 55TH STREETATTN DEVELOPMENT TEAM NEW YORK NY 10022 131628161 501(C)(3) 10000 0 RELIGION CHILDREN'S MUSEUM OF MANHATTAN 212 WEST 83RD STREET NEW YORK NY 10024 132761376 501(C)(3) 10000 0 CULTURE & ARTS FRANKLIN COMMUNITY CENTER INC 95 WASHINGTON STREET SARATOGA SPRINGS NY 12866 141667397 501(C)(3) 10000 0 PUBLIC, SOCIETAL BENEFIT HARLEM RBI INCORPORATED DBA DREAM ATTN ADVANCEMENT TEAM1991 2ND AVENUE NEW YORK NY 10029 134025290 501(C)(3) 10000 0 HUMAN SERVICES JEWISH NATIONAL FUND-USA INC 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 832880252 501(C)(3) 10000 0 TO SUPPORT THE TREE OF LIFE AWARD GALA LINCOLN CENTER FOR THE PERFORMING ARTS INC 70 LINCOLN CENTER PLAZA NEW YORK DC 10023 133444193 501(C)(3) 50177 0 CULTURE & ARTS NEW YORK CARES INC 39 BROADWAY 27TH FLOOR NEW YORK NY 10006 061540513 501(C)(3) 10000 0 HUMAN SERVICES PARTNERSHIP FOR PUBLIC SERVICE INC 600 14TH ST NW STE 600 WASHINGTON DC 20005 132613383 501(C)(3) 10000 0 PUBLIC, SOCIETAL BENEFIT PREP FOR PREP C/O DEVELOPMENT OFFICE328 W 71ST ST NEW YORK NY 10023 203585888 501(C)(3) 10000 0 EDUCATION REUT USA C/O SINGER LEWAK / LARA BUITRAGO21550 OXNARD ST SUITE 1000 WOODLAND HILLS CA 91367 680200138 501(C)(3) 100000 0 CULTURE & ARTS SUMMER SEARCH 304 12TH ST SUITE 4A OAKLAND CA 94607 810756743 501(C)(3) 10000 0 HUMAN SERVICES TARGET ALS FOUNDATION INC 244 MADISON AVENUE 1025 NEW YORK NY 10016 810756743 501(C)(3) 110000 0 HEALTH THE MILKEN INSTITUTE 1250 FOURTH STREET 2ND FLOOR SANTA MONICA DC 90401 260535276 501(C)(3) 35223 0 PUBLIC, SOCIETAL BENEFIT THIRD WAY INSTITUTE 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 20036 911859360 501(C)(3) 150000 0 PUBLIC, SOCIETAL BENEFIT TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ATTN GIFT SYSTEMS622 WEST 113TH STREET MC 4524 NEW YORK NY 10025 510172429 501(C)(3) 25000 0 EDUCATION UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC PO BOX 4227 NEW YORK NY 102614227 510172429 501(C)(3) 905000 0 PUBLIC, SOCIETAL BENEFIT YEAR UP INC PO BOX 412812 BOSTON DC 02241 043534407 501(C)(3) 414950 0 HUMAN SERVICES 20 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 CHRISTINA HACK TREASURER 0 320369 0 67900 0 23690 0 13949 0 25854 0 451762 0 0 ANDREA C RUSH DIRECTOR, ASST. SEC. (AS OF 6/30/25) 0 219389 0 100400 0 690 0 19426 0 32145 0 372050 0 0 JEREMY SCHWARTZ ASST. TREASURER 0 218090 0 85284 0 270 0 8122 0 32554 0 344320 0 0 DEBRA FALK SECRETARY 0 202070 0 60060 0 300 0 11677 0 32145 0 306252 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 AND LEGAL COUNSEL. ONCE A WORKING DRAFT IS COMPLETE, IT IS REVIEWED BY NPT'S SENIOR MANAGEMENT TEAM AND PROVIDED TO THE FINANCE COMMITTEE OF NPT'S BOARD OF TRUSTEES FOR REVIEW. THE FINAL RETURN IS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS OF THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION AND 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 AND APPROVES 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 1 1 1 0 0 0