NATIONAL PHILANTHROPIC TRUST

Form 990Tax year 2023EIN 23-7825575501(c)(3)

Filed May 13, 2025 · period ending Jun 30, 2024

IRS record

End-of-year assets

$42,227,968,504

Net assets $41,882,463,155

Total revenue

$15,875,636,840

Expenses $5,698,880,841

Officer compensation

$5,115,330

35 listed · 18 paid

Contractors listed

18 paid over $100K

Organization

Legal name: NATIONAL PHILANTHROPIC TRUST
Website: www.nptrust.org
Principal officer: CHRISTINA HACK
Phone: 2152773010
Formed: 1996
State of domicile: PA
Employees: 286
Volunteers: 16
Address: 165 TOWNSHIP LINE ROAD SUITE 1200 · JENKINTOWN, PA, 19046
Mission: NATIONAL PHILANTHROPIC TRUST IS A PUBLIC CHARITY DEDICATED TO INCREASING PHILANTHROPY IN SOCIETY.

Financial activity

Contributions$14,523,915,937

Program service revenue$0

Investment income$1,349,870,378

Total revenue$15,875,636,840

Grants paid$5,563,257,810

Salaries and benefits$35,973,974

Officer compensation$5,115,330

Total expenses$5,698,880,841

Investment management fees$74,179,211

Legal fees$715,360

Accounting fees$559,151

Other fees for services$2,500,886

Beginning assets$28,241,290,750

Ending assets$42,227,968,504

Liabilities$345,505,349

Net assets$41,882,463,155

Publicly traded securities$31,380,733,953

Other securities$4,946,629,914

Officers, directors and key employees

Compensation by person

EILEEN R HEISMAN$940K
JOHN CANADY$504K
CHRISTOPHER ADAMS$498K
JAIDIP CHANDA THRU 101824$488K
GIL A NUSBAUM$461K
JENNIFER MULHALL-BRERETON$405K
ANDREW W HASTINGS$384K
Other (11 more)$3M

Independent contractors

Compensation by contractor

ICONIQ CAPITAL LLC$2M
PATTERSON BELKNAP WEBB & TYLER LLP$510K
RSM US LLP$368K
VALOR ADVISORS LLC$360K
AP ADVISORS LLC$346K

Part VII Section B · highest paid

Independent contractors

Contractor	Services	Location	Compensation
ICONIQ CAPITAL LLC	CONSULTING	SAN FRANCISCO, CA	$2,003,350
PATTERSON BELKNAP WEBB & TYLER LLP	LEGAL	NEW YORK, NY	$509,894
RSM US LLP	AUDIT, TAX AND CONSULTING	CHICAGO, IL	$367,604
VALOR ADVISORS LLC	CONSULTING	MIAMI, FL	$360,000
AP ADVISORS LLC	CONSULTING	GRANGER, IN	$345,954

Part VII Section A

Officers, directors and key employees

Name	Role	Hours / week	Compensation	From related orgs	Other
EILEEN R HEISMANTRUSTEE, PRESIDENT & CEO	Trustee or directorOfficer	40	$895,670	$0	$44,325
JEFFREY ARMBRISTERTRUSTEE (AS OF 10/31/23)	Trustee or director	2	$0	$0	$0
JORAM BORENSTEINTRUSTEE	Trustee or director	2	$0	$0	$0
CONNIE COLLINGSWORTHTRUSTEE (AS OF 10/31/23)	Trustee or director	2	$0	$0	$0
ANN DUGANTRUSTEE	Trustee or director	2	$0	$0	$0
JULIUS GREENTRUSTEE	Trustee or director	2	$0	$0	$0
STEPHEN HOPKINSTRUSTEE	Trustee or director	2	$0	$0	$0
DIRK JUNGETRUSTEE	Trustee or director	2	$0	$0	$0
LINDY MORENOTRUSTEE (AS OF 10/31/23)	Trustee or director	2	$0	$0	$0
LISA PATTISTRUSTEE	Trustee or director	2	$0	$0	$0
ERIC REEVESTRUSTEE	Trustee or director	2	$0	$0	$0
DIANA SANDSTRUSTEE	Trustee or director	2	$0	$0	$0
PAUL SCHREIBERTRUSTEE	Trustee or director	2	$0	$0	$0
MANISH SHAHTRUSTEE	Trustee or director	2	$0	$0	$0
DAVID WEZDENKOTRUSTEE	Trustee or director	2	$0	$0	$0
KELLY WILLIAMSTRUSTEE (THRU 2/28/24)	Trustee or director	2	$0	$0	$0
SUZANNE YOONTRUSTEE, CHAIR	Trustee or directorOfficer	4	$0	$0	$0
LINDA MYERSTRUSTEE, VICE CHAIR	Trustee or directorOfficer	2	$0	$0	$0
ANDREA RUSH ASST SECRETARYSVP OF PHILANTHROPIC SERVICES	Officer	40	$236,557	$0	$44,426
DEBRA FALKDEPUTY GENERAL COUNSEL & SECRETARY	Officer	40	$226,487	$0	$39,858
JEREMY SCHWARTZVP OF FINANCE, ASST. TREASURER	Officer	40	$193,794	$0	$41,690
ANDREA KATZ THRU 62524CONTROLLER, ASST. TREASURER	Officer	40	$139,481	$0	$35,924
QUINN ROWANPARALEGAL & ASST. SECRETARY	Officer	40	$86,712	$0	$32,537
CHRISTINA HACKCFO, TREASURER (AS OF 11/1/23)	Officer	40	$48,450	$0	$2,111
JOHN CANADYCEO NPT-UK & NPT-TRANSATLANTIC	Key employee	40	$486,850	$0	$17,434
JAIDIP CHANDA THRU 101824CHIEF DEVELOPMENT OFFICER	Key employee	40	$475,587	$0	$12,352
GIL A NUSBAUMGENERAL COUNSEL	Key employee	40	$411,156	$0	$50,132
JENNIFER MULHALL-BRERETONCHIEF PHILANTHROPIC SERVICES OFFICER	Key employee	40	$385,959	$0	$18,662
ANDREW W HASTINGSCHIEF ENTERPRISE OFFICER	Key employee	40	$348,050	$0	$36,016
CHRISTOPHER ADAMSCHIEF INFORMATION OFFICER	Highest compensated	40	$452,805	$0	$45,255
JOSEPH C GAJEWSKIEVP, PREMIER DONOR SERVICES	Highest compensated	40	$313,052	$0	$45,088
ELIZABETH MONAHANCHIEF HUMAN RESOURCES OFFICER	Highest compensated	40	$303,037	$0	$44,920
JEFFREY C GEROLDVP OF ADVISOR ENGAGEMENT DEVELOPMENT	Highest compensated	40	$268,216	$0	$42,184
LISA BARRSENIOR DIRECTOR REGIONAL DEVELOPMENT	Highest compensated	40	$242,603	$0	$12,025
ELLEN M MCGUINNFORMER TREASURER/CFO (THRU 6/23/23)	Former	0	$237,495	$0	$24,054