2023-08-15T13:19:38-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 203309847 The Marvin Naiman and Margery Goldman Family Foundation % Foundation Source MARV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Margery Goldman President 8008391754 2023-08-03 true Margery Goldman 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 2760706 X 0 X 258 258 40258 40258 66170 156170 66170 106686 106686 36000 36000 2754 2754 12730 12730 2100 18427 18427 72011 12730 57181 201271 201271 273282 12730 258452 -166596 93956 199307 106172 106172 195545 215061 191196 1537403 1539765 1693525 966297 870958 769813 2898552 2731956 2760706 0 0 X 2898552 2731956 2898552 2731956 2898552 2731956 2898552 -166596 2731956 2731956 Publicly-traded Securities 156170 90000 66170 66170 66170 1306 1306 1306 544 0 800 1344 X 0 38 38 false false false false false false false true true CO true false false false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Margery Goldman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas, Pres 20.0 36000 0 0 2860063 109212 0 2969275 0 2969275 44539 2924736 146237 146237 1306 1306 144931 144931 144931 258452 0 0 0 0 258452 144931 2020 2019 2018 109446 107825 217271 258452 144931 113521 330792 0 330792 109446 107825 113521 Margery Goldman X B Biggs P O Box 1322 Vail CO 81658 NONE I Hardship Assistance Grant 6500 B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO 6445 EAST OHIO AVE DENVER CO 80224 N/A PC General & Unrestricted 5000 BOULDER VALLEY WOMENS HEALTH CENTER INC 2855 VALMONT RD BOULDER CO 80301 N/A PC General & Unrestricted 5000 COMMUNITY FOUNDATION 1123 SPRUCE ST BOULDER CO 80302 N/A PC the Boulder County Wildfire Fund 10000 FRANCES PERKINS CENTER PO BOX 281 NEWCASTLE ME 04553 N/A PC General & Unrestricted 1000 J STREET EDUCATION FUND INC PO BOX 66073 WASHINGTON DC 20035 N/A PC General & Unrestricted 5000 JEWISH FAMILY SERVICES OF COLORADO INC 6007 OREG AVE BOULDER CO 80303 N/A PC Charitable Event 750 JUST VISION INC 1835 7TH ST NW 110 WASHINGTON DC 20001 N/A PC General & Unrestricted 20000 MOTUS THEATER PO BOX 6080 BOULDER CO 80306 N/A PC General & Unrestricted 10000 NEW ERA COLORADO FOUNDATION PO BOX 181153 DENVER CO 80218 N/A PC General & Unrestricted 5000 ROSE COMMUNITY FOUNDATION 4500 CHERRY CREEK DR S STE 900 DENVER CO 80246 N/A PC The Papa Marv Fund 41000 T'RUAH 266 W 37TH ST STE 803 NEW YORK NY 10018 N/A PC General & Unrestricted 3600 TRUSTEES OF PHILLIPS ACADEMY 180 MAIN ST ANDOVER MA 01810 N/A PC (MS)2 fund 5000 TRUSTEES OF THE SMITH COLLEGE 33 ELM ST NORTHAMPTON MA 01063 N/A PC Class of 1971 Endowed Scholarship fund 5000 VAIL VALLEY FOUNDATION INC PO BOX 6550 AVON CO 81620 N/A PC General & Unrestricted 5000 VAIL VALLEY FOUNDATION INC PO BOX 6550 AVON CO 81620 N/A PC Vail Dance Festival fund 10000 WOMEN DONORS NETWORK PO BOX 2930 SAN FRANCISCO CA 94126 N/A PC ABC Fund 5000 WOMEN DONORS NETWORK PO BOX 2930 SAN FRANCISCO CA 94126 N/A PC General & Unrestricted 58421 201271 14 258 14 40258 18 66170 106686 106686 false false false false false false false false false false ANALOG DEVICES INC NOTE - 2.95 87082 76944 APPLE INC - 2.850% - 02/23/202 94570 89751 BIOGEN - 4.050% - 09/15/2025 91292 77835 CALVERT IMPACT - 1.500% - 01/3 25000 24113 HOME DEPOT INC - 3.350% - 09/1 100991 87239 IBM CORP BOND - 3.375% - 08/01 86185 79222 MICROSOFT CORP - 2.400% - 08/0 86680 74632 PNC FINL SVCS GROUP INC - 2.20 93260 86106 UNITEDHEALTH GROUP INC - 3.750 90796 78266 VERIZON - 3.875% - 02/08/2029 81307 65858 VISA INC GREEN BONDS - 0.750% 33795 29847 BOSTON COMMON INTERNATIONAL 84227 87540 BOSTON COMMON US EQUITY FD 221398 310373 BROWN ADV SUSTAINABLE GROWTH F 189406 167523 ISHARES TRUST RUSSELL MIDCAP I 139340 232298 JOHN HANCOCK ESG INTERNATIONAL 291143 221570 NUVEEN ESG SMALL-CAP ETF 205364 181766 PARNASSUS EQUITY INCOME FUND I 408887 492455 215061 191196 Administrative Fees 17508 17508 Payroll Processing Fees 909 909 State or Local Filing Fees 10 10 Investment Management Services 12730 12730 990-PF Estimated Tax for 2022 400 990-PF Extension for 2021 1700