Form 990 for tax year 2022

Totals

Total revenue

$7,435,223

Total expenses

$11,991,986

Contributions and grants received

$3,878,729

Grants paid

$11,726,047

Program service revenue

$0

Investment income

$3,538,599

Other revenue

$17,895

Total assets, end of year

$17,210,516

Total liabilities, end of year

$432,234

Net assets or fund balances, end of year

$16,778,282

Program services expenses (Part IX)

$11,726,344

Management and general expenses

$265,642

Fundraising expenses

$0

Program service expenses (Part III)

$11,726,344

Program services were 97.8% 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.

Mission and programs · 2022

• NPT CHARITABLE ASSET TRUST PROVIDED GRANTS TOTALING $11,726,047 TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN AREAS OF HEALTH, HUMAN SERVICES, CULTURE AND ARTS, AND PUBLIC SOCIETAL BENEFIT ALL IN SUPPORT OF THE MISSION OF NPT, TO INCREASE PHILANTHROPY IN SOCIETY.

  Expenses $11,726,344 · Grants $11,726,047 · Revenue $17,895

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• NATIONAL PHILANTHROPIC TRUST

  $11,417,947

  PUBLIC, SOCIETAL BENEFIT

• NAPA VALLEY FESTIVAL ASSOCIATION

  $142,000

  HUMAN SERVICES

• NIMBUS ARTS

  $65,000

  ARTS AND CULTURE

• OLE HEALTH FOUNDATION

  $50,000

  HEALTH

• ST HELENA HOSPITAL FOUNDATION

  $30,000

  HEALTH

• AUCTION NAPA VALLEY

  $12,600

  HEALTH

• BOYS AND GIRLS CLUBS OF NAPA VALLEY

  $6,000

  HUMAN SERVICES

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.

• NATIONAL PHILANTHROPIC TRUST

  501(C)(3) · CHARITABLE GRANTMAKING · PA

• SAINT AGATHA FOUNDATION

  501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA

  Directly controlled by NATIONAL PHILANTHROPIC TRUST

• THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION

  501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA

  Directly controlled by NATIONAL PHILANTHROPIC TRUST

• JANINE AND J TOMILSON HILL FAMILY TRUST

  501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA

  Directly controlled by NATIONAL PHILANTHROPIC TRUST

• THE JAMES FAMILY CHARITABLE TRUST

  501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA

  Directly controlled by NATIONAL PHILANTHROPIC TRUST

• NPT DONOR FUND B

  501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA

  Directly controlled by NATIONAL PHILANTHROPIC TRUST

Provenance

Return type

form_990

Tax year

2022

Filed

15 May 2024

IRS schema version

2022v5.0

Source object

202431369349315858

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