NPT Charitable Asset Trust
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 Trust is a supporting organization to NPT, an independent, nationally-recognized public charity with a mission to increase philanthropy in society.
NPT Charitable Asset Trust at a glance
In short: NPT Charitable Asset Trust gave $2.4M across 4 grants in 2025 (avg $610K), mostly in Pennsylvania. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $2,441,765
- +250.9% vs 2024
- Grants made (2025)
- 4
- -55.6% vs 2024
- Average grant
- $610,441
- +689.6% vs 2024
- Median grant
- $32,500
- Total assets
- $65,614,611
- +277.0% vs 2024
- Primary geography
- Pennsylvania (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who NPT Charitable Asset Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was National Philanthropic Trust ($2.4M). Together the top 4 received $2.4M.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 19 grants of 33 (58%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How NPT Charitable Asset Trust gives
- Giving fell 62% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $696K (2024) to $17.1M (2020). In 2025 it made 4 grants totaling $2.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Trust Jenkintown, PA | Public, Societal Benefit | $2,356,765 |
| Ole Health Foundation Napa, CA | HEALTH | $40,000 |
| Napa Valley Festival Association Napa, CA | Human Services | $25,000 |
| Nimbus Arts St Helena, CA | Culture & Arts | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $65,614,611 | $48,898,406 | $2,643,055 | $2,441,765 | 4 | $298,406 |
| 2024 | $17,405,601 | $926,668 | $1,409,203 | $695,808 | 9 | $832,060 |
| 2023 | $17,210,516 | $7,435,223 | $11,991,986 | $11,723,547 | 7 | $3,538,599 |
| 2022 | $21,312,815 | $6,992,677 | $6,524,919 | $6,481,989 | 9 | $1,489,961 |
| 2021 | $22,535,483 | $18,345,009 | $14,158,471 | $13,267,489 | 4 | $-18,091 |
| 2020 | $16,456,984 | $30,273,580 | $17,955,742 | $17,119,026 | 4 | $-265,994 |
| 2019 | $5,893,559 | $13,974,571 | $14,522,050 | $14,231,198 | 6 | $90,255 |
About NPT Charitable Asset Trust
Based on IRS filings
NPT Charitable Asset Trust is a public charity, based in Jenkintown, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $65.6M in total assets. In 2025, it awarded 4 grants totaling $2.4M. Net investment income was $298K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
NPT Charitable Asset Trust is led by Eileen R. Heisman, Former Trustee & President since 2025 (on filings since 2019); none of the 28 officers listed in 2025 report compensation.
Officers on the 2025 filing
Eileen R. Heisman
Former Trustee & President
Trustee & President → Former Trustee & President, 2025
On filings since 2019
No compensation reported
Holly Welch Stubbing
Trustee & President
New on the 2025 filing
3 hrs/week
No compensation reported
Suzanne Yoon
Trustee & Chair
Trustee → Trustee & Chair, 2020
On filings since 2019
1 hr/week
No compensation reported
Ann Dugan
Trustee
On filings since 2019
1 hr/week
No compensation reported
Dirk Junge
Trustee
On filings since 2019
1 hr/week
No compensation reported
Paul Schreiber
Trustee
On filings since 2019
1 hr/week
No compensation reported
Stephen Hopkins
Trustee
On filings since 2019
1 hr/week
No compensation reported
Eric Reeves
Trustee
On filings since 2020
1 hr/week
No compensation reported
Joram Borenstein
Trustee & Vice Chair
Trustee → Trustee & Vice Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Linda Myers
Trustee
On filings since 2020
1 hr/week
No compensation reported
Diana Sands
Trustee
On filings since 2021
1 hr/week
No compensation reported
Julius Green
Trustee
On filings since 2021
1 hr/week
No compensation reported
David Wezdenko
Trustee
On filings since 2022
1 hr/week
No compensation reported
Manish Shah
Trustee
On filings since 2022
1 hr/week
No compensation reported
Lisa Pattis
Trustee
On filings since 2023
1 hr/week
No compensation reported
Connie Collingsworth
Trustee
On filings since 2024
1 hr/week
No compensation reported
Jeffrey Armbrister
Trustee
On filings since 2024
1 hr/week
No compensation reported
Lindy Moreno
Trustee
On filings since 2024
1 hr/week
No compensation reported
Pete Carlson
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Tamara Watts
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Warren Thaler
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Andrea C. Rush
Assistant Secretary
On filings since 2019
3 hrs/week
No compensation reported
Debra Falk
Secretary
On filings since 2019
3 hrs/week
No compensation reported
Quinn Rowan
Assistant Secretary
On filings since 2022
3 hrs/week
No compensation reported
Jeremy Schwartz
Assistant Treasurer
On filings since 2023
3 hrs/week
No compensation reported
Christina Hack
Treasurer
On filings since 2024
3 hrs/week
No compensation reported
Chris Blume
Assistant Treasurer
New on the 2025 filing
3 hrs/week
No compensation reported
Kishor Daga
Assistant Treasurer
New on the 2025 filing
3 hrs/week
No compensation reported
Former officers (16)
- Former: Kelly Williams (2019–2024) — Trustee
- Former: Andrea Katz (2022–2024) — Assistant Treasurer
- Former: Ellen M. McGuinn Former (2024) — Treasurer
- Former: Ellen M. McGuinn (2019–2023) — Treasurer
- Former: Rene J. Paradis (2019–2023) — Former Treasurer
- Former: Christine Ryder (2022–2023) — Former Assistant Treasurer · Filing note: Thru 62422
- Former: Clark D. Pitcairn (2019–2022) — Trustee
- Former: Gerald Kerner (2019–2022) — Trustee
- Former: Daniel Schloendorn (2019–2021) — Trustee
- Former: Robert S. Eichfeld (2019–2021) — Trustee & Vice Chair
- Former: Benito Cachinero-Sanchez (2019–2020) — Trustee
- Former: Joseph Kluger (2019–2020) — Trustee
- Former: Wayne R. Walker (2019–2020) — Trustee & Chair
- Former: Cecilia Mendez Hodes (2019) — Trustee & Vice Chair
- Former: Margaret A. Bandera (2019) — Former Treasurer
- Former: Rosalyn McPherson (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about NPT Charitable Asset Trust
How much does NPT Charitable Asset Trust give each year?
NPT Charitable Asset Trust gave $2.4M across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $696K across 9 grants.
What is NPT Charitable Asset Trust's typical grant size?
NPT Charitable Asset Trust's median grant in 2025 was $32,500, and its average grant was $610,441, across 4 grants on its 2025 IRS Form 990.
Where does NPT Charitable Asset Trust give grants?
NPT Charitable Asset Trust gives mostly in Pennsylvania: 97% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Napa, CA (2 grants).
Does NPT Charitable Asset Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on NPT Charitable Asset Trust's 2025 IRS Form 990 were described as general or operating support.
How large is NPT Charitable Asset Trust?
NPT Charitable Asset Trust reported $65.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $48.9M.
What is NPT Charitable Asset Trust's EIN?
NPT Charitable Asset Trust's EIN (Employer Identification Number) is 27-7059768. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS July 10, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in NPT Charitable Asset Trust's focus areas in our free grants database
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