Nonprofit · EIN 27-7059768
NPT CHARITABLE ASSET TR
Tax-exempt · CONSHOHOCKEN, PA 19428
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $48,898,406 | $2,643,055 | $46,255,351 | $65,614,611 | $598,371 | $65,016,240 |
| June 30, 2024 | 990 | $926,668 | $1,409,203 | -$482,535 | $17,405,601 | $982,257 | $16,423,344 |
| June 30, 2023 | 990 | $7,435,223 | $11,991,986 | -$4,556,763 | $17,210,516 | $432,234 | $16,778,282 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $48,600,000
- Program service revenue
- $0
- Investment income
- $298,406
- Net gain from sales of assets
- -$394,514
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,455,265
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $8,700
- Accounting fees
- $58,485
- Program services (functional)
- $2,462,765
- Management and general (functional)
- $180,290
Balance sheet and other
- Total assets, start of year
- $17,405,601
- Total assets, end of year
- $65,614,611
- Total liabilities, end of year
- $598,371
- Net assets, end of year
- $65,016,240
- Net assets without donor restrictions
- $65,016,240
- Gross unrelated business income
- -$33,854
- Gross receipts
- $49,998,406
- Employees
- 0
- Volunteers
- 17
- Year formed
- 2011
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EILEEN R HEISMAN | FORMER TRUSTEE, PRESIDENT Former | 0 | $0 | $1,035,821 | $27,936 |
| HOLLY WELCH STUBBING | TRUSTEE, PRESIDENT (AS OF 2/26/25) Trustee or director, Officer | 3 | $0 | $781,583 | $19,724 |
| CHRISTINA HACK | TREASURER Officer | 3 | $0 | $411,959 | $39,803 |
| ANDREA C RUSH | ASST. SECRETARY Officer | 3 | $0 | $320,479 | $51,571 |
| CHRIS BLUME | ASST. TREASURER (AS OF 2/26/25) Officer | 3 | $0 | $320,142 | $43,468 |
| JEREMY SCHWARTZ | ASST. TREASURER Officer | 3 | $0 | $303,644 | $40,676 |
| DEBRA FALK | SECRETARY Officer | 3 | $0 | $262,430 | $43,822 |
| QUINN ROWAN | ASST. SECRETARY Officer | 3 | $0 | $101,518 | $34,645 |
| KISHOR DAGA | ASST. TREASURER (AS OF 2/26/25) Officer | 3 | $0 | $80,778 | $0 |
| JEFFREY ARMBRISTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETE CARLSON | TRUSTEE (AS OF 6/16/25) Trustee or director | 1 | $0 | $0 | $0 |
| CONNIE COLLINGSWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANN DUGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIUS GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN HOPKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIRK JUNGE | TRUSTEE (THRU 10/31/24) Trustee or director | 1 | $0 |
| LINDY MORENO | TRUSTEE Trustee or director | 1 | $0 |
| LINDA MYERS | TRUSTEE Trustee or director | 1 | $0 |
| LISA PATTIS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC REEVES | TRUSTEE Trustee or director | 1 | $0 |
| DIANA SANDS | TRUSTEE Trustee or director | 1 | $0 |
| PAUL SCHREIBER | TRUSTEE (THRU 10/31/24) Trustee or director | 1 | $0 |
| MANISH SHAH | TRUSTEE Trustee or director | 1 | $0 |
| WARREN THALER | TRUSTEE (AS OF 10/30/24) Trustee or director | 1 | $0 |
| TAMARA WATTS | TRUSTEE (AS OF 10/30/24) Trustee or director | 1 | $0 |
| DAVID WEZDENKO | TRUSTEE Trustee or director | 1 | $0 |
| SUZANNE YOON | TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 |
| JORAM BORENSTEIN | TRUSTEE, VICE CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EILEEN R HEISMAN | TRUSTEE, PRESIDENT Trustee or director, Officer | 3 | $0 | $895,670 | $44,325 |
| ANDREA RUSH | ASST. SECRETARY Officer | 3 | $0 | $236,557 | $44,426 |
| DEBRA FALK | SECRETARY Officer | 3 | $0 | $226,487 | $39,858 |
| ELLEN M MCGUINN FORMER | TREASURER THRU 06/23/23 Former | 0 | $0 | $237,495 | $24,054 |
| JEREMY SCHWARTZ | ASST. TREASURER Officer | 3 | $0 | $193,794 | $41,690 |
| ANDREA KATZ | ASST. TREASURER (THRU 6/25/24) Officer | 3 | $0 | $139,481 | $35,924 |
| QUINN ROWAN | ASST. SECRETARY Officer | 3 | $0 | $86,712 | $32,537 |
| CHRISTINA HACK | TREASURER (AS OF 11/1/23) Officer | 3 | $0 | $48,450 | $2,111 |
| JEFFREY ARMBRISTER | TRUSTEE (AS OF 10/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| JORAM BORENSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANN DUGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CONNIE COLLINGSWORTH | TRUSTEE (AS OF 10/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| JULIUS GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN HOPKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIRK JUNGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LINDY MORENO | TRUSTEE (AS OF 10/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| LINDA MYERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LISA PATTIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC REEVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANA SANDS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL SCHREIBER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MANISH SHAH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID WEZDENKO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY WILLIAMS | TRUSTEE (THRU 2/28/24) Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE YOON | TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EILEEN R HEISMAN | TRUSTEE, PRESIDENT Trustee or director | 3 | $0 | $945,057 | $45,917 |
| ELLEN M MCGUINN | TREASURER (THRU 6/23/23) Officer | 3 | $0 | $418,204 | $43,115 |
| RENE J PARADIS | FORMER TREASURER (THRU 5/20/22) Former | 0 | $0 | $308,814 | $31,170 |
| ANDREA C RUSH | ASST. SECRETARY Officer | 3 | $0 | $260,653 | $45,017 |
| DEBRA FALK | SECRETARY Officer | 3 | $0 | $224,601 | $43,910 |
| ANDREA KATZ | ASST. TREASURER Officer | 3 | $0 | $135,686 | $10,259 |
| CHRISTINE RYDER THRU 62422 | FORMER ASST. TREASURER Former | 0 | $0 | $104,329 | $16,266 |
| QUINN ROWAN | ASST. SECRETARY Officer | 3 | $0 | $89,071 | $4,381 |
| JEREMY SCHWARTZ | ASST. TREASURER (AS OF 10/25/22) Officer | 3 | $0 | $47,632 | $10,352 |
| JORAM BORENSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANN DUGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIUS GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN HOPKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIRK JUNGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LINDA MYERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC REEVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANA SANDS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL SCHREIBER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MANISH SHAH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID WEZDENKO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LISA PATTIS | TRUSTEE (AS OF 10/25/22) Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE YOON | TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 ASH ST STE 3000, CONSHOHOCKEN, PA 19428-2061
- In care of
- % NATIONAL PHILANTHROPIC TRUST TTEE
- Principal officer (990 for 2024)
- CHRISTINA HACK, 165 TOWNSHIP LINE ROAD 1200, JENKINTOWN, PA 19046
- Signed the 990
- CHRISTINA HACK, CHIEF FINANCIAL OFFICER
- Phone
- (215) 277-3010
- Website
- WWW.NPTCAT.ORG
- Return prepared by
- RSM US LLP
Mission
THE MISSION OF THE NPT CHARITABLE ASSET TRUST IS TO PROVIDE SUPPORT FOR HEALTH, HUMAN SERVICES, PUBLIC SOCIETAL BENEFIT, CULTURE & ARTS, AND EDUCATIONAL PURPOSES IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE NPT CHARITABLE ASSET (SEE SCHEDULE O) TRUST IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY.
Program accomplishments
- NPT CHARITABLE ASSET TRUST PROVIDED GRANTS TOTALING $2,455,265 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 $2,462,765 · grants $2,455,265 · revenue $70,386
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-7059768
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $65,614,611
- Income (IRS master file)
- $49,998,406
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $48,898,406 | $2,643,055 | $65,614,611 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $926,668 | $1,409,203 | $17,405,601 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $7,435,223 | $11,991,986 | $17,210,516 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $6,992,677 | $6,524,919 | $21,312,815 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 27-7059768).
Questions about NPT CHARITABLE ASSET TR
- What is the EIN of NPT CHARITABLE ASSET TR?
- The employer identification number (EIN) of NPT CHARITABLE ASSET TR is 27-7059768.
- Is NPT CHARITABLE ASSET TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to NPT CHARITABLE ASSET TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does NPT CHARITABLE ASSET 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 NPT CHARITABLE ASSET 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 NPT CHARITABLE ASSET 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 NPT CHARITABLE ASSET TR?
- The 990 for the year ended June 30, 2025 names CHRISTINA HACK.
- Who are the officers and directors of NPT CHARITABLE ASSET TR?
- The 990 for the year ended June 30, 2025 lists 28 people; 0 received compensation from the organization.
- How much revenue does NPT CHARITABLE ASSET TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $48,898,406, expenses of $2,643,055 and total assets of $65,614,611 at year end.
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