2021-05-17T13:06:47-05:00 2020-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2019-07-01 260012966 SAINT AGATHA FOUNDATION SAIN 2152773010 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 RENE J PARADIS TREASURER 2152773010 2021-05-13 1 LYNNE JOHNSON P00757336 2157654600 2019 2022-09-23 18:48:47Z RENE J PARADIS 165 TOWNSHIP LINE ROAD NO 1200 JENKINTOWN PA 19046 1882922 0 X SAINTAGATHAFOUNDATION.ORG X 2001 PA SAINT AGATHA FOUNDATION, THROUGH ITS GRANTMAKING ACTIVITIES, IS DEDICATED TO PROVIDING SUPPORT, COMFORT AND CARE FOR THOSE AFFLICTED WITH BREAST CANCER PRIMARILY IN CENTRAL NEW YORK STATE. SAINT AGATHA FOUNDATION IS A SUPPORTING ORGANIZATION TO NATIONAL PHILANTHROPIC TRUST (NPT), AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WHOSE MISSION IS TO INCREASE PHILANTHROPY IN SOCIETY. 5 3 0 6 9425 -3639 53553 921002 0 0 2026590 929725 0 -29194 2080143 1821533 1074112 940545 0 0 0 0 0 0 0 512067 486339 1586179 1426884 493964 394649 52309627 52843568 491626 390033 51818001 52453535 X SAINT AGATHA FOUNDATION, THROUGH ITS GRANTMAKING ACTIVITIES, IS DEDICATED TO PROVIDING SUPPORT, COMFORT AND CARE FOR THOSE AFFLICTED WITH BREAST CANCER PRIMARILY IN CENTRAL NEW YORK STATE. SAINT AGATHA FOUNDATION IS A SUPPORTING ORGANIZATION TO NATIONAL PHILANTHROPIC TRUST (NPT), AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WHOSE MISSION IS TO INCREASE PHILANTHROPY IN SOCIETY. 0 0 1231269 940545 SAINT AGATHA FOUNDATION PROVIDED GRANTS TOTALING $940,545 TO CHARITABLE ORGANIZATIONS AND PROGRAMS SUPPORTING THOSE AFFLICTED WITH BREAST CANCER, IN SUPPORT OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST TO INCREASE PHILANTHROPY IN SOCIETY. 1231269 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 5 3 1 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA NY FL X RENE J PARADIS 2152773074 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 EILEEN R HEISMAN DIRECTOR, ASST. SECRETARY 3.00 46.00 X X 0 733045 40520 RENE J PARADIS DIRECTOR, TREASURER 3.00 52.00 X X 0 403870 49286 ELLEN M MCGUINN ASST. TREASURER 3.00 52.00 X 0 239769 23973 ANDREA C RUSH ASST. SECRETARY 3.00 52.00 X 0 187863 10195 DEBRA FALK SECRETARY 3.00 52.00 X 0 153643 37348 KATHLEEN MEZZALINGUA DIRECTOR, PRESIDENT 1.00 0.00 X X 0 0 0 DANIEL MEZZALINGUA DIRECTOR, VICE PRESIDENT 1.00 0.00 X X 0 0 0 DANIEL SCHLOENDORN DIRECTOR 1.00 3.00 X 0 0 0 0 1718190 161322 0 0 1 0 CREWCIAL PARTNERS LLC PO BOX 2008 RIVER VALE NJ 07675 INVESTMENT MANAGEMENT 104050 1 888691 32311 921002 538906 9425 529481 390819 0 390819 390819 390819 32195 888691 61389 -29194 -29194 1821533 0 9425 891106 940545 940545 508 508 20393 20393 140822 140822 101929 101929 3075 1537 1538 36 36 2000 2000 5371 2686 2685 38670 38670 ADMINISTRATIVE FEES 175000 43750 131250 FOREIGN TAX -1465 -1465 1426884 1231269 195615 0 1459379 485628 7072 6738 22600 10600 0 12000 24511834 26330468 26331342 26008734 52309627 52843568 468225 373750 23401 16283 491626 390033 X 51818001 52453535 51818001 52453535 52309627 52843568 394649 240885 0 X X 0 1 X 0 0 X X 1 NATIONAL PHILANTHROPIC TRUST 237825575 7 1 940545 0 1 940545 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN V: SAINT AGATHA FOUNDATION SUPPORTS NATIONAL PHILANTHROPIC TRUST'S (NPT) MISSION BY MAKING GRANTS TO ORGANIZATIONS THAT MEET NPT'S GRANT MAKING CRITERIA IN FURTHERANCE OF NPT'S MISSION TO INCREASE PHILANTHROPY IN SOCIETY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22600 10600 12000 12000 LIMITED PARTNERSHIPS 18069659 F ALTERNATIVE INVESTMENTS 7939075 F 26008734 DUE TO AFFILIATE 16283 16283 X PART X, LINE 2: NATIONAL PHILANTHROPIC TRUST AND AFFILIATES (ORGANIZATIONS") ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE CODE. IN ADDITION, THE ORGANIZATIONS QUALIFY FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. THE ORGANIZATIONS FOLLOW THE ACCOUNTING GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATIONS MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY A TAX AUTHORITY. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATIONS' TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATIONS HAVE TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED JUNE 30, 2020 OR 2019. THE ORGANIZATIONS FILE INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS ENDED JUNE 30, 2017, OR EARLIER. THE ORGANIZATIONS ARE ALSO SUBJECT TO INCOME TAXES ON NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. THE ORGANIZATIONS' AGGREGATE OBLIGATION FOR UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, IS $741,600 AND $9,600,880, RESPECTIVELY. THE ORGANIZATIONS FILE U.S. FEDERAL AND STATE INCOME TAX RETURNS IN JURISDICTIONS, AS APPLICABLE, TO REPORT SUCH INCOME. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 4341360 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 4901411 NORTH AMERICA INVESTMENTS 1222501 0 0 0 0 0 0 10465272 0 10465272 1 0 1 1 1 0 PART III ACCOUNTING METHOD: GALA/DINNER 920886 888691 32195 0 0 8151 28901 24337 920886 888691 32195 8151 28901 24337 61389 -29194 1 BASSETT MEDICAL CENTER ONE ATWELL ROAD COOPERSTOWN NY 13326 135596796 501(C)(3) 30000 HEALTH CANCERCONNECTS INC 5008 BRITTONFIELD PKWY STE 800 EAST SYRACUSE NY 13057 203767018 501(C)(3) 747500 HEALTH FRANCIS HOUSE INC 108 MICHAELS AVENUE SYRACUSE NY 13208 161585910 501(C)(3) 30000 HUMAN SERVICES ONEIDA HEALTHCARE FOUNDATION 321 GENESEE STREET ONEIDA NY 13421 237072767 501(C)(3) 75000 HEALTH OSWEGO HEALTH 110 W SIXTH STREET OSWEGO NY 13126 161555936 501(C)(3) 20000 HEALTH ST JOSEPH'S HOSPITAL HEALTH CENTER FOUNDATION 301 PROSPECT AVENUE SYRACUSE NY 13203 222149775 501(C)(3) 30000 HEALTH 6 PART I, LINE 2: THE SAINT AGATHA FOUNDATION'S BOARD OF DIRECTORS REVIEWS AND APPROVES EACH GRANT TO DETERMINE THAT GRANTS ARE BEING MADE ONLY TO 501(C)(3) PUBLIC CHARITIES OR TO ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED FOR CHARITABLE PURPOSES, SUCH AS INSTITUTIONS OF HIGHER EDUCATION AND U.S. GOVERNMENT ENTITIES FOR PUBLIC PURPOSES. GRANTS MAY BE USED ONLY FOR CHARITABLE PURPOSES AND MAY NOT BE MADE TO SATISFY PRE-EXISTING PLEDGES OF A DONOR OR OTHER DISQUALIFIED PERSON, IN EXCHANGE FOR GOODS OR SERVICES, OR TO PROVIDE ANY MORE THAN INCIDENTAL BENEFITS TO ANY INDIVIDUAL. IN ADDITION, SAINT AGATHA FOUNDATION ALSO REQUIRES INTERIM AND FINAL REPORTING ON ALL GRANTS TO ENSURE GRANT FUNDS ARE BEING UTILIZED AS INTENDED. 0 0 0 0 0 0 0 0 0 EILEEN R HEISMAN DIRECTOR, ASST. SECRETARY 0 600591 0 105000 0 27454 0 16800 0 23720 0 773565 0 0 RENE J PARADIS DIRECTOR, TREASURER 0 319180 0 65000 0 19690 0 16800 0 32486 0 453156 0 0 ELLEN M MCGUINN ASST. TREASURER 0 191579 0 28500 0 19690 0 12410 0 11563 0 263742 0 0 ANDREA C RUSH ASST. SECRETARY 0 170413 0 17000 0 450 0 10195 0 0 0 198058 0 0 DEBRA FALK SECRETARY 0 134975 0 18400 0 268 0 7640 0 29708 0 190991 0 0 FORM 990, PART VI, SECTION A, LINE 2 KATHLEEN MEZZALINGUA (PRESIDENT) AND DANIEL J. MEZZALINGUA (VICE PRESIDENT) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 SAINT AGATHA FOUNDATION AND NPT ARE PARTIES TO A MANAGEMENT AGREEMENT THAT DEFINES CERTAIN ADMINISTRATIVE, FINANCE AND MANAGEMENT SERVICES THAT NPT PROVIDES TO SAINT AGATHA FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A CLASS A DIRECTORS SHALL BE CHOSEN ANNUALLY BY NPT. CLASS B DIRECTORS SHALL BE CHOSEN ANNUALLY BY KATHLEEN MEZZALINGUA, OR A COMMITTEE DESIGNATED BY HER. AT ALL TIMES, THE NUMBER OF CLASS A DIRECTORS SHALL BE ONE MORE THAN THE NUMBER OF CLASS B DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES; THEREFORE, THERE ARE NO MINUTES TO BE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY AN INDEPENDENT CONTRACTED TAX FIRM WITH ASSISTANCE FROM NPT'S FINANCE DEPARTMENT. ONCE A WORKING DRAFT IS COMPLETE, IT IS REVIEWED BY NPT'S SENIOR MANAGEMENT TEAM AND PROVIDED TO THE AUDIT & RISK COMMITTEE OF NPT'S BOARD OF TRUSTEES AND TO SAINT AGATHA FOUNDATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. NPT'S TREASURER APPROVES THE FINAL RETURN AND ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, A CONFLICT OF INTEREST QUESTIONNAIRE AND A COPY OF SAINT AGATHA FOUNDATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL DIRECTORS AND OFFICERS. THEY MUST REVIEW THE CONFLICT OF INTEREST POLICY AND RESPOND TO THE APPROPRIATE QUESTIONS ON THE QUESTIONNAIRE, THEN SIGN AND RETURN IT. IN ACCORDANCE WITH THE POLICY, DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE CONFLICTS AND MAY NOT PARTICIPATE IN DECISIONS WITH RESPECT TO WHICH THEY HAVE A CONFLICT. SAINT AGATHA FOUNDATION'S DEFINITION OF "CONFLICT OF INTEREST" IS AVAILABLE BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 2C: THE FINANCIAL RESULTS OF SAINT AGATHA FOUNDATION ARE REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF NPT. THE AUDIT AND RISK COMMITTEE OF NPT'S BOARD OF TRUSTEES REVIEWS NPT'S AUDITED FINANCIAL STATEMENTS WITH MEMBERS OF NPT MANAGEMENT AND NPT'S INDEPENDENT AUDITORS PRIOR TO ISSUANCE. NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 237825575 PROVIDING PHILANTHROPIC EXPERTISE PA 501(C)(3) 7 0 THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 311702105 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 NPT CHARITABLE ASSET TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 277059768 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 NPT DONOR FUND B 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 473516977 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 JANINE AND J TOMILSON HILL FAMILY TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 473505282 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 THE JAMES FAMILY CHARITABLE TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 473856889 SUPPORTING ORGANIZATION OF NPT PA 501(C)(3) 12A NATIONAL PHILANTHROPIC TRUST 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0