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Nonprofiteer
← THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION.

Totals

Total revenue
$11,151,849
Total expenses
$2,739,853
Contributions and grants received
$5,246,527
Grants paid
$1,690,416
Program service revenue
$0
Investment income
$5,905,322
Other revenue
$0
Total assets, end of year
$73,672,946
Total liabilities, end of year
$19,880,789
Net assets or fund balances, end of year
$53,792,157
Program services expenses (Part IX)
$2,387,771
Management and general expenses
$352,082
Fundraising expenses
$0
Program service expenses (Part III)
$2,387,771

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $5,246,527

  • 1g · Noncash contributions included above

    $5,246,527

  • 3 · Investment income

    total $1,761,732 · unrelated business $53,533 · excluded $1,708,199

  • 7a · Gross sales of assets other than inventory

    securities $4,143,590

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $4,143,590

  • 7d · Net gain or loss

    total $4,143,590 · unrelated business $83,120 · excluded $4,060,470

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,690,416 · program services $1,690,416

  • 11b · Fees: legal

    total $4,341 · management and general $4,341

  • 11c · Fees: accounting

    total $82,685 · management and general $82,685

  • 11f · Fees: investment management

    total $653,605 · program services $653,605

  • 19 · Conferences, conventions and meetings

    total $864 · management and general $864

  • 23 · Insurance

    total $71,698 · management and general $71,698

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $175,000 · program services $43,750 · management and general $131,250

  • 24b · Other expenses: UNRELATED BUS. INC. TAX

    total $55,572 · management and general $55,572

  • 24c · Other expenses: FOREIGN TAX

    total $5,672 · management and general $5,672

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,076,862 · end of year $7,338,660

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,898 · end of year $11,948

  • 11 · Investments: publicly traded securities

    beginning of year $33,239,525 · end of year $30,357,936

  • 12 · Investments: other securities

    beginning of year $30,403,003 · end of year $35,916,707

  • 15 · Other assets

    beginning of year $76,104 · end of year $47,695

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,900 · end of year $24,000

  • 18 · Grants payable

    beginning of year $25,188,455 · end of year $19,597,870

  • 25 · Other liabilities

    beginning of year $205,361 · end of year $258,919

  • 27 · Net assets without donor restrictions

    beginning of year $44,384,676 · end of year $53,792,157

Mission and programs · 2023

Mission

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.

  • THE MEG & BENNETT GOODMAN FAMILY FOUNDATION PROVIDED GRANTS TOTALING $1,690,416 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.

    Expenses $2,387,771 · Grants $1,690,416

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BENNETT GOODMAN

    DIRECTOR, PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DIRK JUNGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CECILIA MENDEZ HODES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANDREA C RUSH

    ASST SECRETARY

    Total calculated
    $280,983
    From this org
    $0
    From related orgs
    $236,557
    Other
    $44,426
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,782 related
    Bonus
    $0 + $40,085 related
    Other
    $0 + $690 related
    Deferred
    $0 + $14,389 related
    Nontaxable benefits
    $0 + $30,037 related
    Filer's total
    $0 + $280,983 related

  • DEBRA FALK

    SECRETARY

    Total calculated
    $266,345
    From this org
    $0
    From related orgs
    $226,487
    Other
    $39,858
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,257 related
    Bonus
    $0 + $29,930 related
    Other
    $0 + $300 related
    Deferred
    $0 + $9,821 related
    Nontaxable benefits
    $0 + $30,037 related
    Filer's total
    $0 + $266,345 related

  • JEREMY SCHWARTZ

    ASST TREASURER (AS OF 11/6/23)

    Total calculated
    $235,484
    From this org
    $0
    From related orgs
    $193,794
    Other
    $41,690
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,815 related
    Bonus
    $0 + $7,709 related
    Other
    $0 + $270 related
    Deferred
    $0 + $9,337 related
    Nontaxable benefits
    $0 + $32,353 related
    Filer's total
    $0 + $235,484 related

  • ANDREA KATZ

    ASST TREASURER (THRU 06/25/24)

    Total calculated
    $175,405
    From this org
    $0
    From related orgs
    $139,481
    Other
    $35,924
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $122,060 related
    Bonus
    $0 + $16,352 related
    Other
    $0 + $1,069 related
    Deferred
    $0 + $5,429 related
    Nontaxable benefits
    $0 + $30,495 related
    Filer's total
    $0 + $175,405 related

  • QUINN ROWAN

    ASST SECRETARY

    Total calculated
    $119,249
    From this org
    $0
    From related orgs
    $86,712
    Other
    $32,537
    Hours/week
    3 + 52 related

  • CHRISTINA HACK

    TREASURER (AS OF 12/1/23)

    Total calculated
    $50,561
    From this org
    $0
    From related orgs
    $48,450
    Other
    $2,111
    Hours/week
    3 + 52 related

  • ELLEN M MCGUINN

    FORMER TREASURER (THRU 6/23/23)

    Total calculated
    $261,549
    From this org
    $0
    From related orgs
    $237,495
    Other
    $24,054
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $157,637 related
    Bonus
    $0 + $68,700 related
    Other
    $0 + $11,158 related
    Deferred
    $0 + $12,985 related
    Nontaxable benefits
    $0 + $11,069 related
    Filer's total
    $0 + $261,549 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202511339349301046

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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