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Nonprofit · EIN 23-7825575

NATIONAL PHILANTHROPIC TR

Tax-exempt · JENKINTOWN, PA 19046

Financials

$10B$4.6B2022$15.9B$5.7B2023$17.8B$6.6B2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL PHILANTHROPIC TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$17,794,939,562$6,575,730,481$11,219,209,081$56,096,033,883$293,679,377$55,802,354,506
June 30, 2024990$15,875,636,840$5,698,880,841$10,176,755,999$42,227,968,504$345,505,349$41,882,463,155
June 30, 2023990$10,049,957,919$4,551,288,607$5,498,669,312$28,241,290,750$322,067,398$27,919,223,352
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$15,153,667,777
Program service revenue
$0
Investment income
$2,638,272,235
Net gain from sales of assets
$1,314,024,978
Other revenue
$2,999,550

Expenses

Grants and similar amounts paid
$6,415,072,479
Compensation of officers, directors and key employees
$5,506,040
Other salaries and wages
$26,469,518
Salaries, compensation and benefits (total)
$38,722,797
Professional fundraising fees
$0
Legal fees
$938,388
Accounting fees
$956,123
Occupancy
$1,106,289
Travel
$459,037
Depreciation
$1,199,182
Program services (functional)
$6,529,244,252
Management and general (functional)
$33,612,196
Fundraising (functional)
$12,874,033

Balance sheet and other

Total assets, start of year
$42,227,968,504
Total assets, end of year
$56,096,033,883
Total liabilities, end of year
$293,679,377
Net assets, end of year
$55,802,354,506
Land, buildings and equipment
$1,742,653
Publicly traded securities
$40,668,174,577
Net assets without donor restrictions
$55,802,354,506
Gross unrelated business income
-$7,496,681
Gross receipts
$17,806,062,597
Employees
310
Volunteers
17
Year formed
1996
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
EILEEN R HEISMANFORMER PRESIDENT & CEO
Former
0$1,035,821$27,936
HOLLY WELCH STUBBINGPRESIDENT & CEO (AS OF 2/26/25)
Trustee or director, Officer
40$781,583$19,724
CHRISTOPHER P ADAMSCHIEF INFORMATION OFFICER
Highest-paid employee
40$612,147$21,503
JOHN CANADYCEO - NPT UK AND NPT TRANSATLANTIC
Key employee
40$547,400$42,325
GIL A NUSBAUMCHIEF ADMINISTRATIVE & LEGAL OFFICER
Key employee
40$516,967$53,140
JENNIFER MULHALL-BRERETONCHIEF PHILANTHROPY OFFICER
Key employee
40$515,764$20,700
ELIZABETH MONAHANCHIEF HUMAN RESOURCES OFFICER
Highest-paid employee
40$433,233$47,774
ANDREW W HASTINGS - EXECUTIVEFAMILY OFFICE & PRIVATE CLIENT DEV.
Key employee
40$436,536$37,185
JOSEPH C GAJEWSKI - EXECUTIVEFAMILY OFFICE & PRIVATE CLIENT REL.
Highest-paid employee
40$422,374$42,099
CHRISTINA HACKCHIEF FINANCIAL OFFICER, TREASURER
Officer
40$411,959$39,803
JAIDIP CHANDA THRU 101824CHIEF DEVELOPMENT OFFICER
Key employee
40$431,400$14,436
ANDREA C RUSH - SVPPHILANTHROPIC SERVICES, ASST SEC.
Officer
40$320,479$51,571
JEFFREY C GEROLDVP ADVISOR ENGAGEMENT DEVELOPMENT
Highest-paid employee
40$328,572$41,676
CHRIS BLUME - CHIEF OPERATINGOFFICER, ASST TREAS. (AS OF 2/26/25)
Officer
40$320,142$43,468
JEREMY SCHWARTZVP FINANCE, ASST TREASURER
Officer
40$303,644$40,676
24 more people on this return
NameTitleHours / weekCompensationOther / benefits
MATT ROVICHIEF GROWTH OFFICER (AS OF 1/16/25)
Key employee
40$298,654$43,298
LISA BARRSENIOR DIR., REGIONAL DEVELOPMENT
Highest-paid employee
40$291,127$24,710
DEBRA FALKDEPUTY GENERAL COUNSEL, SECRETARY
Officer
40$262,430$43,822
QUINN ROWANPARALEGAL, ASST SECRETARY
Officer
40$101,518$34,645
KISHOR DAGA - VP FIN REPORTINGASST TREASURER (AS OF 2/26/25)
Officer
40$80,778$0
JEFFREY ARMBRISTERTRUSTEE
Trustee or director
2$0$0
PETE CARLSONTRUSTEE (AS OF 6/16/25)
Trustee or director
2$0$0
CONNIE COLLINGSWORTHTRUSTEE
Trustee or director
2$0$0
ANN DUGANTRUSTEE
Trustee or director
2$0$0
JULIUS GREENTRUSTEE
Trustee or director
2$0$0
STEPHEN HOPKINSTRUSTEE
Trustee or director
2$0$0
DIRK JUNGETRUSTEE (THRU 10/31/24)
Trustee or director
2$0$0
LINDY MORENOTRUSTEE
Trustee or director
2$0$0
LISA PATTISTRUSTEE
Trustee or director
2$0$0
ERIC REEVESTRUSTEE
Trustee or director
2$0$0
DIANA SANDSTRUSTEE
Trustee or director
2$0$0
PAUL SCHREIBERTRUSTEE (THRU 10/31/24)
Trustee or director
2$0$0
MANISH SHAHTRUSTEE
Trustee or director
2$0$0
WARREN THALERTRUSTEE (AS OF 10/31/24)
Trustee or director
2$0$0
TAMARA WATTSTRUSTEE (AS OF 10/31/24)
Trustee or director
2$0$0
DAVID WEZDENKOTRUSTEE
Trustee or director
2$0$0
SUZANNE YOONTRUSTEE
Trustee or director
2$0$0
LINDA MYERSTRUSTEE, CHAIR
Trustee or director, Officer
4$0$0
JORAM BORENSTEINTRUSTEE, VICE CHAIR
Trustee or director, Officer
2$0$0
990 for the year ended June 30, 2024: 35 people
NameTitleHours / weekCompensationOther / benefits
EILEEN R HEISMANTRUSTEE, PRESIDENT & CEO
Trustee or director, Officer
40$895,670$44,325
JOHN CANADYCEO NPT-UK & NPT-TRANSATLANTIC
Key employee
40$486,850$17,434
CHRISTOPHER ADAMSCHIEF INFORMATION OFFICER
Highest-paid employee
40$452,805$45,255
JAIDIP CHANDA THRU 101824CHIEF DEVELOPMENT OFFICER
Key employee
40$475,587$12,352
GIL A NUSBAUMGENERAL COUNSEL
Key employee
40$411,156$50,132
JENNIFER MULHALL-BRERETONCHIEF PHILANTHROPIC SERVICES OFFICER
Key employee
40$385,959$18,662
ANDREW W HASTINGSCHIEF ENTERPRISE OFFICER
Key employee
40$348,050$36,016
JOSEPH C GAJEWSKIEVP, PREMIER DONOR SERVICES
Highest-paid employee
40$313,052$45,088
ELIZABETH MONAHANCHIEF HUMAN RESOURCES OFFICER
Highest-paid employee
40$303,037$44,920
JEFFREY C GEROLDVP OF ADVISOR ENGAGEMENT DEVELOPMENT
Highest-paid employee
40$268,216$42,184
ANDREA RUSH ASST SECRETARYSVP OF PHILANTHROPIC SERVICES
Officer
40$236,557$44,426
DEBRA FALKDEPUTY GENERAL COUNSEL & SECRETARY
Officer
40$226,487$39,858
ELLEN M MCGUINNFORMER TREASURER/CFO (THRU 6/23/23)
Former
0$237,495$24,054
LISA BARRSENIOR DIRECTOR REGIONAL DEVELOPMENT
Highest-paid employee
40$242,603$12,025
JEREMY SCHWARTZVP OF FINANCE, ASST. TREASURER
Officer
40$193,794$41,690
ANDREA KATZ THRU 62524CONTROLLER, ASST. TREASURER
Officer
40$139,481$35,924
QUINN ROWANPARALEGAL & ASST. SECRETARY
Officer
40$86,712$32,537
CHRISTINA HACKCFO, TREASURER (AS OF 11/1/23)
Officer
40$48,450$2,111
JEFFREY ARMBRISTERTRUSTEE (AS OF 10/31/23)
Trustee or director
2$0$0
JORAM BORENSTEINTRUSTEE
Trustee or director
2$0$0
CONNIE COLLINGSWORTHTRUSTEE (AS OF 10/31/23)
Trustee or director
2$0$0
ANN DUGANTRUSTEE
Trustee or director
2$0$0
JULIUS GREENTRUSTEE
Trustee or director
2$0$0
STEPHEN HOPKINSTRUSTEE
Trustee or director
2$0$0
DIRK JUNGETRUSTEE
Trustee or director
2$0$0
LINDY MORENOTRUSTEE (AS OF 10/31/23)
Trustee or director
2$0$0
LISA PATTISTRUSTEE
Trustee or director
2$0$0
ERIC REEVESTRUSTEE
Trustee or director
2$0$0
DIANA SANDSTRUSTEE
Trustee or director
2$0$0
PAUL SCHREIBERTRUSTEE
Trustee or director
2$0$0
MANISH SHAHTRUSTEE
Trustee or director
2$0$0
DAVID WEZDENKOTRUSTEE
Trustee or director
2$0$0
KELLY WILLIAMSTRUSTEE (THRU 2/28/24)
Trustee or director
2$0$0
SUZANNE YOONTRUSTEE, CHAIR
Trustee or director, Officer
4$0$0
LINDA MYERSTRUSTEE, VICE CHAIR
Trustee or director, Officer
2$0$0
990 for the year ended June 30, 2023: 32 people
NameTitleHours / weekCompensationOther / benefits
EILEEN R HEISMANTRUSTEE, PRESIDENT & CEO
Trustee or director, Officer
40$945,057$45,917
GIL A NUSBAUMGENERAL COUNSEL
Key employee
40$467,454$54,300
ANDREW W HASTINGSCHIEF ENTERPRISE OFFICER
Key employee
40$417,121$52,148
CHRISTOPHER ADAMSCHIEF TECHNOLOGY OFFICER
Highest-paid employee
40$425,494$40,933
ELLEN M MCGUINNTREASURER & CFO (THRU 6/23/23)
Officer
40$418,204$43,115
JENNIFER MULHALL-BRERETONCHIEF PHILANTHROPIC SERVICES OFFICER
Highest-paid employee
40$438,903$18,646
JAIDIP CHANDACHIEF DEVELOPMENT OFFICER
Officer
40$430,858$12,882
JOHN CANADYCEO NPT-UK & NPT-TRANSATLANTIC
Key employee
40$381,821$27,239
JEFFREY C GEROLDSENIOR DIRECTOR ASSET DEVELOPMENT
Highest-paid employee
40$293,323$51,996
RENE J PARADIS THRU 52022FORMER TREASURER & COO
Former
0$308,814$31,170
JOSEPH C GAJEWSKIEVP, PREMIER DONOR SERVICES
Highest-paid employee
40$291,529$45,069
ELLEN GALLUCCIO THRU 11123SENIOR DIRECTOR ASSET DEVELOPMENT
Highest-paid employee
40$300,525$18,802
ANDREA RUSH ASST SECRETARYSVP OF PHILANTHROPIC SERVICES
Officer
40$260,653$45,017
DEBRA FALKSECRETARY & ASSOC. GENERAL COUNSEL
Officer
40$224,601$43,910
ANDREA KATZCONTROLLER & ASST. TREASURER
Officer
40$135,686$10,259
CHRISTINE RYDER THRU 62422FORMER CONTROLLER & ASST. TREASURER
Former
0$104,329$16,266
QUINN ROWANPARALEGAL & ASST. SECRETARY
Officer
40$89,071$4,381
JEREMY SCHWARTZ VP OF FINANCEASST. TREASURER (AS OF 9/12/22)
Officer
40$47,632$10,352
DIRK JUNGETRUSTEE
Trustee or director
2$0$0
KELLY WILLIAMSTRUSTEE
Trustee or director
2$0$0
STEPHEN HOPKINSTRUSTEE
Trustee or director
2$0$0
ANN DUGANTRUSTEE
Trustee or director
2$0$0
JORAM BORENSTEINTRUSTEE
Trustee or director
2$0$0
ERIC REEVESTRUSTEE
Trustee or director
2$0$0
DIANA SANDSTRUSTEE
Trustee or director
2$0$0
JULIUS GREENTRUSTEE
Trustee or director
2$0$0
MANISH SHAHTRUSTEE
Trustee or director
2$0$0
DAVID WEZDENKOTRUSTEE
Trustee or director
2$0$0
LISA PATTISTRUSTEE (AS OF 10/25/22)
Trustee or director
2$0$0
SUZANNE YOONTRUSTEE, CHAIR
Trustee or director, Officer
4$0$0
PAUL SCHREIBERTRUSTEE, VICE CHAIR (THRU 1/31/23)
Trustee or director, Officer
2$0$0
LINDA MYERSTRUSTEE, VICE CHAIR (AS OF 2/1/23)
Trustee or director, Officer
2$0$0

Address and contacts

Address (IRS master file)
165 TOWNSHIP LINE RD, JENKINTOWN, PA 19046-3531
In care of
% PITCAIRN TRUST CO
Principal officer (990 for 2024)
CHRISTINA HACK, 165 TOWNSHIP LINE ROAD SUITE 1200, JENKINTOWN, PA 19046
Signed the 990
CHRISTINA HACK, CFO, TREASURER
Phone
(215) 277-3010
Return prepared by
RSM US LLP

Mission

NATIONAL PHILANTHROPIC TRUST ("NPT") IS A PUBLIC CHARITY DEDICATED TO INCREASING PHILANTHROPY IN SOCIETY BY PROVIDING PHILANTHROPIC EXPERTISE TO DONORS, FOUNDATIONS AND FINANCIAL INSTITUTIONS, ENABLING THEM TO REALIZE THEIR PHILANTHROPIC ASPIRATIONS (SEE SCHEDULE O).

990 for the year ended June 30, 2025

Program accomplishments

  • NPT GRANTED $6.42 BILLION TO QUALIFIED CHARITABLE ORGANIZATIONS IN THE U.S. AND 67 OTHER COUNTRIES ON BEHALF OF ITS DONORS IN THE TAX YEAR ENDING JUNE 30, 2025. NPT DONORS RECOMMENDED MORE THAN 161,000 GRANTS FROM THEIR DAFS TO OVER 48,000 CHARITABLE ORGANIZATIONS DURING THE TAX YEAR. ADDITIONALLY, NPT CONTINUED ENHANCING DONOR ONLINE EXPERIENCES, PHILANTHROPIC SERVICE OFFERINGS, INVESTMENT OPTIONS, AND GRANTMAKING CAPABILITIES.
    Expenses $6,529,244,252 · grants $6,415,072,479 · revenue $2,855,048

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7825575
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$56,096,033,883
Income (IRS master file)
$17,806,062,597

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$17,794,939,562$6,575,730,481$56,096,033,883IRS
990-TJune 2025–––IRS
990June 2024$15,875,636,840$5,698,880,841$42,227,968,504IRS
990-TJune 2024–––IRS
990June 2023$10,049,957,919$4,551,288,607$28,241,290,750XML
990-TJune 2023–––IRS
990June 2022$14,381,775,406$5,636,152,371$21,633,283,286IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7825575).

Questions about NATIONAL PHILANTHROPIC TR

What is the EIN of NATIONAL PHILANTHROPIC TR?
The employer identification number (EIN) of NATIONAL PHILANTHROPIC TR is 23-7825575.
Is NATIONAL PHILANTHROPIC TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to NATIONAL PHILANTHROPIC TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NATIONAL PHILANTHROPIC TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NATIONAL PHILANTHROPIC TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL PHILANTHROPIC TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of NATIONAL PHILANTHROPIC TR?
The 990 for the year ended June 30, 2025 names CHRISTINA HACK.
Who are the officers and directors of NATIONAL PHILANTHROPIC TR?
The 990 for the year ended June 30, 2025 lists 39 people; 20 received compensation from the organization, the highest $1,035,821 (EILEEN R HEISMAN, FORMER PRESIDENT & CEO).
How much revenue does NATIONAL PHILANTHROPIC TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $17,794,939,562, expenses of $6,575,730,481 and total assets of $56,096,033,883 at year end.

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