efile Public Visual Render
ObjectId: 202231339349309863 - Submission: 2022-05-13
TIN: 23-7825575
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
NATIONAL PHILANTHROPIC TRUST
Employer identification number
23-7825575
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
(1)
NPT TRANSATLANTIC LIMITED
125 OLD BROAD ST SUITE 610
LONDON
EC2N 1AR
UK
98-1125584
CHARITABLE
UK
85,349,974
105,352,463
NATIONAL PHILANTHROPIC TRUST
(2)
CC PRIVATE EQUITY LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
38-3917341
CHARITABLE
DE
0
0
NATIONAL PHILANTHROPIC TRUST
(3)
HERO - CULINARY ARTS & WELLNESS INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
218,415
NATIONAL PHILANTHROPIC TRUST
(4)
HERO - ECOSYSTEMS INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
412,891
NATIONAL PHILANTHROPIC TRUST
(5)
HERO - EQUINE INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
408,455
NATIONAL PHILANTHROPIC TRUST
(6)
HERO - FISHERIES INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
404,981
NATIONAL PHILANTHROPIC TRUST
(7)
HERO - INTERDISCIPLINARY KINDNESS INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
252,179
NATIONAL PHILANTHROPIC TRUST
(8)
HERO - SUSTAINABLE ENERGIES INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
406,681
NATIONAL PHILANTHROPIC TRUST
(9)
HERO - WILDLIFE INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
408,402
NATIONAL PHILANTHROPIC TRUST
(10)
HERO - ARTS INSTITUTE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
218,555
NATIONAL PHILANTHROPIC TRUST
(11)
MME MISSION HOPE LLC
15021 KATY FREEWAY SUITE 400
HOUSTON
,
TX
77094
83-0817057
CHARITABLE
DE
0
0
NATIONAL PHILANTHROPIC TRUST
(12)
C5 LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
0
NATIONAL PHILANTHROPIC TRUST
(13)
NPT FISCAL SPONSORSHIP LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
221,057
NATIONAL PHILANTHROPIC TRUST
(14)
NPT HAWAII LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
0
NATIONAL PHILANTHROPIC TRUST
(15)
1648 EAST INTERLAKEN HOLDING LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
0
NATIONAL PHILANTHROPIC TRUST
(16)
MEYER FOODSERVICE LLC
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
CHARITABLE
DE
0
0
NATIONAL PHILANTHROPIC TRUST
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
SAINT AGATHA FOUNDATION
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
26-0012966
SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST
PA
501(C)(3)
12A
NATIONAL PHILANTHROPIC TRUST
Yes
(2)
THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
31-1702105
SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST
PA
501(C)(3)
12A
NATIONAL PHILANTHROPIC TRUST
Yes
(3)
NPT CHARITABLE ASSET TRUST
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
27-7059768
SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST
PA
501(C)(3)
12A
NATIONAL PHILANTHROPIC TRUST
Yes
(4)
JANINE AND J TOMILSON HILL FAMILY TRUST
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
47-3505282
SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST
PA
501(C)(3)
12A
NATIONAL PHILANTHROPIC TRUST
Yes
(5)
THE JAMES FAMILY CHARITABLE TRUST
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
47-3856889
SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST
PA
501(C)(3)
12A
NATIONAL PHILANTHROPIC TRUST
Yes
(6)
NPT DONOR FUND B
165 TOWNSHIP LINE RD STE 1200
JENKINTOWN
,
PA
19046
47-3516977
SUPPORTING ORGANIZATION OF NATIONAL PHILANTHROPIC TRUST
PA
501(C)(3)
12A
NATIONAL PHILANTHROPIC TRUST
Yes
(7)
NATIONAL PHILANTHROPIC TRUST UK LIMITED
125 OLD BROAD ST SUITE 610
LONDON
EC2N 1AR
UK
CHARITABLE
UK
NATIONAL PHILANTHROPIC TRUST
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Page 2
Schedule R (Form 990) 2020
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
Schedule R (Form 990) 2020
Page 3
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
NPT CHARITABLE ASSET TRUST
Q
1,019,823
CASH / SERVICES
(2)
THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION
Q
459,543
CASH / SERVICES
(3)
SAINT AGATHA FOUNDATION
Q
225,056
CASH / SERVICES
(4)
THE JAMES FAMILY CHARITABLE TRUST
Q
72,082
CASH / SERVICES
(5)
JANINE AND J TOMILSON HILL FAMILY TRUST
Q
62,546
CASH / SERVICES
(6)
NPT CHARITABLE ASSET TRUST
C
13,204,709
CASH / SERVICES
(7)
THE JAMES FAMILY CHARITABLE TRUST
L
200,000
CASH / SERVICES
(8)
SAINT AGATHA FOUNDATION
L
175,000
CASH / SERVICES
(9)
THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION
L
175,000
CASH / SERVICES
(10)
JANINE AND J TOMILSON HILL FAMILY TRUST
L
115,971
CASH / SERVICES
Schedule R (Form 990) 2020
Page 4
Schedule R (Form 990) 2020
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2020
Page 5
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2020
Additional Data
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