Form 990 for tax year 2023

Totals

Total revenue

$926,668

Total expenses

$1,409,203

Contributions and grants received

$18,000

Grants paid

$696,808

Program service revenue

$0

Investment income

$832,060

Other revenue

$76,608

Total assets, end of year

$17,405,601

Total liabilities, end of year

$982,257

Net assets or fund balances, end of year

$16,423,344

Program services expenses (Part IX)

$781,416

Management and general expenses

$627,787

Fundraising expenses

$0

Program service expenses (Part III)

$781,416

Program services were 55.5% 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 · 2023

• NPT CHARITABLE ASSET TRUST PROVIDED GRANTS TOTALING $696,808 TO PROVIDE CHARITABLE SUPPORT PRIMARILY IN AREAS OF HEALTH, HUMAN SERVICES, EDUCATION, CULTURE AND ARTS, AND PUBLIC SOCIETAL BENEFIT ALL IN SUPPORT OF THE MISSION OF NPT, TO INCREASE PHILANTHROPY IN SOCIETY.

  Expenses $781,416 · Grants $696,808 · Revenue $76,608

As filed on the 2023 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

  $317,308

  PUBLIC, SOCIETAL BENEFIT

• AUCTION NAPA VALLEY DBA COLLECTIVE NAPA VALLEY

  $122,000

  HEALTH

• NAPA VALLEY FESTIVAL ASSOCIATION

  $85,000

  HUMAN SERVICES

• NIMBUS ARTS

  $70,000

  CULTURE & ARTS

• ST HELENA HOSPITAL FOUNDATION

  $34,500

  HEALTH

• SILVERLAKE CONSERVATORY OF MUSIC

  $30,000

  EDUCATION

• OLE HEALTH FOUNDATION

  $20,000

  HEALTH

• ECC NEPAL

  $10,000

  EDUCATION

• NOTES FOR EDUCATION INC

  $7,000

  CULTURE & ARTS

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

2023

Filed

8 May 2025

IRS schema version

2023v6.0

Source object

202511339349300121

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