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 (SEE SCHEDULE O) TRUST IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$17.4M
+1.1% YoY
Annual Giving
$696K
-94.1% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$77K
-95.4% YoY
About Npt Charitable Asset Trust
Based on IRS filings
Npt Charitable Asset Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in JENKINTOWN, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $17.4M in total assets. In 2024, it awarded 9 grants totaling $696K. Net investment income was $832K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,405,601 | $17,210,516 | $21,312,815 |
| Revenue | $926,668 | $7,435,223 | $6,992,677 |
| Expenses | $1,409,203 | $11,991,986 | $6,524,919 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $832,060 | $3,538,599 | $1,489,961 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EILEEN R HEISMAN | TRUSTEE, PRESIDENT | 3 | — |
| JEFFREY ARMBRISTER | TRUSTEE (AS OF 10/31/23) | 1 | — |
| JORAM BORENSTEIN | TRUSTEE | 1 | — |
| ANN DUGAN | TRUSTEE | 1 | — |
| CONNIE COLLINGSWORTH | TRUSTEE (AS OF 10/31/23) | 1 | — |
| JULIUS GREEN | TRUSTEE | 1 | — |
| STEPHEN HOPKINS | TRUSTEE | 1 | — |
| DIRK JUNGE | TRUSTEE | 1 | — |
| LINDY MORENO | TRUSTEE (AS OF 10/31/23) | 1 | — |
| LINDA MYERS | TRUSTEE | 1 | — |
| LISA PATTIS | TRUSTEE | 1 | — |
| ERIC REEVES | TRUSTEE | 1 | — |
| DIANA SANDS | TRUSTEE | 1 | — |
| PAUL SCHREIBER | TRUSTEE | 1 | — |
| MANISH SHAH | TRUSTEE | 1 | — |
| DAVID WEZDENKO | TRUSTEE | 1 | — |
| KELLY WILLIAMS | TRUSTEE (THRU 2/28/24) | 1 | — |
| SUZANNE YOON | TRUSTEE, CHAIR | 1 | — |
| ANDREA RUSH | ASST. SECRETARY | 3 | — |
| DEBRA FALK | SECRETARY | 3 | — |
| JEREMY SCHWARTZ | ASST. TREASURER | 3 | — |
| ANDREA KATZ | ASST. TREASURER (THRU 6/25/24) | 3 | — |
| QUINN ROWAN | ASST. SECRETARY | 3 | — |
| CHRISTINA HACK | TREASURER (AS OF 11/1/23) | 3 | — |
| ELLEN M MCGUINN FORMER | TREASURER THRU 06/23/23 | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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