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MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION (EIN 20-3309847)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349100034
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T08:49:03-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203309847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Marvin Naiman and Margery Goldman FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMARVBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGERY GOLDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGERYPersonFirstNm
Person LastGOLDMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,472,879FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$594InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$594InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,491DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,491DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$257,638NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$992,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$257,638CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$306,723TotalRevAndExpnssAmt
Total Net Invst Incm$306,723TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,754PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$2,754PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$28,961OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,961OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$18,544OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$18,544OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,759TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,961TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$57,298TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$206,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$206,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$292,859TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,961TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$263,398TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,864ExcessRevenueOverExpensesAmt
Net Investment Income$277,762NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$79,239SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$225,891SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$225,891SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,838,462CorporateStockBOYAmt
Corporate Stock EOY$2,705,674CorporateStockEOYAmt
Corporate Stock EOYFMV$3,246,988CorporateStockEOYFMVAmt
Total Assets BOY$2,917,701TotalAssetsBOYAmt
Total Assets EOY$2,931,565TotalAssetsEOYAmt
Total Assets EOYFMV$3,472,879TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,917,701RetainedEarningBOYAmt
Retained Earning EOY$2,931,565RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,917,701TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,931,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,917,701TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,931,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,917,701TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,864ExcessRevenueOverExpensesAmt
Subtotal$2,931,565SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,931,565TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$992,925GrossSalesPriceAmt
Cost Or Other Basis$735,287CostOrOtherBasisAmt
Gain Or Loss$257,638GainOrLossAmt
Gains Minus Excess Or Losses$257,638GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$257,638CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,861InvestmentIncomeExciseTaxAmt
Subtotal$3,861SubtotalAmt
Tax Based On Investment Income$3,861TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$812EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,050ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,862TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMargery GoldmanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Sec, Treas, DirTitleTxt
Average Hrs Per Wk Devoted To Pos20.0AverageHrsPerWkDevotedToPosRt
Compensation$36,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,063,651AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$133,134AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,196,785TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,196,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,148,833NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,442MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,442MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,861TaxBasedOnInvestmentIncomeAmt
Total Tax$3,861TotalTaxAmt
Distributable Before Adj$153,581DistributableBeforeAdjAmt
Distributable Before Ded$153,581DistributableBeforeDedAmt
Distributable As Adjusted$153,581DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$263,398ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$263,398QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$263,398AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$153,581DistributableAsAdjustedAmt
Undistributed Income PY$371UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$263,398QualifyingDistributionsAmt
Applied To Year1$371AppliedToYear1Amt
Applied To Current Year$153,581AppliedToCurrentYearAmt
Remaining Distri From Corpus$109,446RemainingDistriFromCorpusAmt
Total Corpus$109,446TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$109,446ExcessDistriCyovToNextYrAmt
Excess From Current Year$109,446ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMargery GoldmanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF COLOR
303 E 17TH AVE STE 350DENVERCO80203N/APCGeneral & Unrestricted$5,000
B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO
6445 E OHIO AVEDENVERCO80224N/APCGeneral & Unrestricted$2,500
BOULDER VALLEY WOMENS HEALTH CENTER INC
2855 VALMONT RDBOULDERCO80301N/APCGeneral & Unrestricted$5,000
COMMUNITY FOUNDATION
1123 SPRUCE STBOULDERCO80302N/APCCOVID-19 Response Fund$5,000
FOOD & WATER WATCH
1616 P ST NW STE 300WASHINGTONDC20036N/APCGeneral & Unrestricted$1,000
FRIENDSHIP BRIDGE
405 URBAN ST STE 140LAKEWOODCO80228N/APCGeneral & Unrestricted$1,000
GALS THE GIRLS ATHLETIC LEADERSHIP SCHOOLS
8015 VAN NUYS BLVDPANORAMA CITYCA91402N/APCGeneral & Unrestricted$2,500
INTERCAMBIO DE COMUNIDADES
4735 WALNUT ST STE BBOULDERCO80301N/APCGeneral & Unrestricted$1,000
J STREET EDUCATION FUND INC
PO BOX 66073WASHINGTONDC20035N/APCGeneral & Unrestricted$5,000
JEWISH FAMILY SERVICES OF COLORADO INC
6007 OREG AVEBOULDERCO80303N/APCGeneral & Unrestricted$1,000
JUST VISION INC
1835 7TH ST NW 110WASHINGTONDC20001N/APCGeneral & Unrestricted$25,000
MOTUS THEATER
4519 8TH ST UNIT CBOULDERCO80304N/APCGeneral & Unrestricted$20,000
NATIONAL DOMESTIC WORKERS ALLIANCE INC
45 BROADWAY STE 320NEW YORKNY10006N/APCCoronavirus Care Fund$2,500
NEW ERA COLORADO FOUNDATION
PO BOX 181153DENVERCO80218N/APCGeneral & Unrestricted$2,500
NEW ISRAEL FUND
235 MONTGOMERY ST STE 920SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$5,000
ROSE COMMUNITY FOUNDATION
4500 CHERRY CREEK DR S STE 900DENVERCO80246N/APCCOVID-19 Response Fund$2,500
ROSE COMMUNITY FOUNDATION
4500 CHERRY CREEK DR S STE 900DENVERCO80246N/APCPapa Marv Fund$20,000
T'RUAH
266 W 37TH ST STE 803NEW YORKNY10018N/APCCharitable Event$3,600
TIDES FOUNDATION
PO BOX 399389SAN FRANCISCOCA94139N/APCMovement Voter Project$5,000
TRUSTEES OF THE SMITH COLLEGE
23 ELM STNORTHAMPTONMA01063N/APCClass of '71 Scholarship fund$10,000
URGENT ACTION FUND FOR WOMENS HUMAN RIGHTS
660 13TH ST STE 200OAKLANDCA94612N/APCGeneral & Unrestricted$1,000
VAIL VALLEY FOUNDATION INC
PO BOX 6550AVONCO81620N/APCGeneral & Unrestricted$5,000
VAIL VALLEY FOUNDATION INC
PO BOX 6550AVONCO81620N/APCVail Dance Festival fund$5,000
WOMEN DONORS NETWORK
PO BOX 2930SAN FRANCISCOCA94126N/APCGeneral & Unrestricted$20,000
WOMEN DONORS NETWORK
PO BOX 2930SAN FRANCISCOCA94126N/APCVerified Voting fund$20,000
WOMEN DONORS NETWORK
PO BOX 2930SAN FRANCISCOCA94126N/APCJean Hardisty Initiative$25,000
WOMEN DONORS NETWORK
PO BOX 2930SAN FRANCISCOCA94126N/APCProGeorgia fund$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$206,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$594ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,491ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$257,638ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$306,723ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$306,723TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON COMMON INTERNATIONAL$84,227$113,350
BOSTON COMMON US EQUITY FD$221,398$337,646
BROWN ADV SUSTAINABLE GROWTH F$185,000$186,984
COLUMBIA HIGH YIELD BOND FUND$101,248$106,346
DODGE & COX INCOME FUND$558,007$599,608
ISHARES RUSSELL 2000$63,825$139,595
ISHARES TRUST RUSSELL MIDCAP I$139,340$236,086
JOHN HANCOCK ESG INTERNATIONAL$275,000$276,152
METROPOLITAN WEST RETURN BOND$529,926$546,412
NUVEEN ESG SMALL-CAP ETF$65,052$65,638
PARNASSUS EQUITY INCOME FUND I$408,886$562,821
VANGUARD SHORT-TERM BOND INDEX$73,765$76,350

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$17,689$17,689
PAYROLL PROCESSING FEES$845$845
STATE OR LOCAL FILING FEES$10$10

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$28,961Amt
Net Investment Income$28,961NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2020CategoryTxt
Amt$500Amt

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