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MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION (EIN 20-3309847)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-04
IRS object ID
202542479349101024
Schema version
2024v5.2
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)
Return2025-09-04T15:44:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-08-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,870,844FMVAssetsEOYAmt
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$3,192InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,192InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,546DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,546DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$159,627NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$487,561GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$159,627CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$198,365TotalRevAndExpnssAmt
Total Net Invst Incm$198,365TotalNetInvstIncmAmt
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$11,940OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,940OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,700TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$17,604OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$17,604OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,998TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,940TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$56,358TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$257,565ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$257,565ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$327,563TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,940TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$313,923TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$129,198ExcessRevenueOverExpensesAmt
Net Investment Income$186,425NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$78,640SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$229,077SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$229,077SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$195,545USGovernmentObligationsBOYAmt
US Government Obligations EOY$138,392USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$127,352USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,545,215CorporateStockBOYAmt
Corporate Stock EOY$1,422,281CorporateStockEOYAmt
Corporate Stock EOYFMV$1,990,750CorporateStockEOYFMVAmt
Corporate Bonds BOY$690,203CorporateBondsBOYAmt
Corporate Bonds EOY$590,655CorporateBondsEOYAmt
Corporate Bonds EOYFMV$523,665CorporateBondsEOYFMVAmt
Total Assets BOY$2,509,603TotalAssetsBOYAmt
Total Assets EOY$2,380,405TotalAssetsEOYAmt
Total Assets EOYFMV$2,870,844TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,509,603RetainedEarningBOYAmt
Retained Earning EOY$2,380,405RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,509,603TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,380,405TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,509,603TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,380,405TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,509,603TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$129,198ExcessRevenueOverExpensesAmt
Subtotal$2,380,405SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,380,405TotNetAstOrFundBalancesEOYAmt

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$487,561GrossSalesPriceAmt
Cost Or Other Basis$327,934CostOrOtherBasisAmt
Gain Or Loss$159,627GainOrLossAmt
Gains Minus Excess Or Losses$159,627GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$159,627CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,591InvestmentIncomeExciseTaxAmt
Subtotal$2,591SubtotalAmt
Tax Based On Investment Income$2,591TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,188EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,688TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$97OverpaymentAmt
Applied To ES Tax$97AppliedToESTaxAmt

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

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)
TitleDir, Sec, Treas, PresTitleTxt
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$2,757,344AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$138,430AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,895,774TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,895,774AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,437CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,852,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$142,617MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$142,617MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,591TaxBasedOnInvestmentIncomeAmt
Total Tax$2,591TotalTaxAmt
Distributable Before Adj$140,026DistributableBeforeAdjAmt
Distributable Before Ded$140,026DistributableBeforeDedAmt
Distributable As Adjusted$140,026DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$313,923ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$313,923QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,026DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$109,446ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,825ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$113,521ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$146,071ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$476,863TotalExcessDistributionCyovAmt
Qualifying Distributions$313,923QualifyingDistributionsAmt
Applied To Current Year$140,026AppliedToCurrentYearAmt
Remaining Distri From Corpus$173,897RemainingDistriFromCorpusAmt
Total Corpus$650,760TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$650,760ExcessDistriCyovToNextYrAmt
Excess From Year4$109,446ExcessFromYear4Amt
Excess From Year3$107,825ExcessFromYear3Amt
Excess From Year2$113,521ExcessFromYear2Amt
Excess From Year1$146,071ExcessFromYear1Amt
Excess From Current Year$173,897ExcessFromCurrentYearAmt
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 (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A JEWISH VOICE FOR PEACE INC
PO BOX 589BERKELEYCA94701N/APCGeneral & Unrestricted$5,000
B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO
6445 EAST OHIO AVEDENVERCO80224N/APC2024 Annual Fundraiser$5,000
B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO
6445 EAST OHIO AVEDENVERCO80224N/APCB'nai East Building Renovation$5,000
B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO
6445 EAST OHIO AVEDENVERCO80224N/APCGeneral & Unrestricted$5,000
BOULDER VALLEY WOMENS HEALTH CENTER INC
2855 VALMONT RDBOULDERCO80301N/APCGeneral & Unrestricted$5,000
COLORADO IMMIGRANT RIGHTS COALITION
2525 W ALAMEDADENVERCO80219N/APCGeneral & Unrestricted$10,000
EQUAL RIGHTS ADVOCATES INC
611 MISSION ST FL 4SAN FRANCISCOCA94105N/APCCharitable Event$1,000
J STREET EDUCATION FUND INC
PO BOX 66073WASHINGTONDC20035N/APCGeneral & Unrestricted$5,000
JUST VISION INC
1835 7TH ST NW 110WASHINGTONDC20001N/APCGeneral & Unrestricted$30,000
MOTUS THEATER
PO BOX 6080BOULDERCO80306N/APCGeneral & Unrestricted$15,000
MOVEMENT VOTER FUND
37 BRIDGE ST BOX 749NORTHAMPTONMA01060N/APCGeneral & Unrestricted$10,000
NEW ERA COLORADO FOUNDATION
PO BOX 181153DENVERCO80218N/APCGeneral & Unrestricted$5,000
PROTECT DEMOCRACY PROJECT
2020 PENNSYLVANIA AVE NW 163WASHINGTONDC20006N/APCGeneral & Unrestricted$10,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
120 BROADWAY STE 3475NEW YORKNY10271N/APCIn Our Name project$10,000
ROSE COMMUNITY FOUNDATION
4500 CHERRY CREEK DR S STE 900DENVERCO80246N/APCThe Papa Marv Fund$5,000
ROSE COMMUNITY FOUNDATION
4500 CHERRY CREEK DR S STE 900DENVERCO80246N/APCPapa Marv Fund$30,000
T'RUAH
266 W 37TH ST STE 803NEW YORKNY10018N/APCGeneral & Unrestricted$3,600
THE REBUILDING ALLIANCE
50 WOODSIDE PLZ STE 627REDWOOD CITYCA94061N/APCGeneral & Unrestricted$5,000
TRUSTEES OF THE SMITH COLLEGE
33 ELM STNORTHAMPTONMA01063N/APCThe Smith Fund$10,000
TRUSTEES OF THE SMITH COLLEGE
33 ELM STNORTHAMPTONMA01063N/APCClass of 1971 Endowed Scholarship Fund$5,000
VAIL VALLEY FOUNDATION INC
PO BOX 6550AVONCO81620N/APCto support the Vail Dance Festival and for general operating support$14,000
VERIFIED VOTING FOUNDATION
PO BOX 780129PHILADELPHIAPA19178N/APCGeneral & Unrestricted$10,000
WOMEN DONORS NETWORK
PO BOX 2930SAN FRANCISCOCA94126N/APCGeneral & Unrestricted$53,965
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$257,565TotalGrantOrContriPdDurYrAmt

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$3,192ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,546ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$159,627ExclusionAmt
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$198,365ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$198,365TotalIncomeProducingActyAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANALOG DEVICES INC NOTE - 2.95$87,082$79,652
BIOGEN - 4.050% - 09/15/2025$91,292$79,546
CONSOLIDATED EDISON CO N Y INC$18,713$18,582
HOME DEPOT INC - 3.350% - 09/1$100,990$89,238
MICROSOFT CORP - 2.400% - 08/0$86,680$77,563
UNITEDHEALTH GROUP INC - 3.750$90,796$79,671
VERIZON - 3.875% - 02/08/2029$81,307$67,511
VISA INC GREEN BONDS - 0.750%$33,795$31,902

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON COMMON INTERNATIONAL$84,227$93,461
BOSTON COMMON US EQUITY FD$191,426$372,544
BROWN ADV SUSTAINABLE GROWTH F$148,835$208,698
ISHARES TRUST RUSSELL MIDCAP I$139,340$304,450
JOHN HANCOCK ESG INTERNATIONAL$296,593$250,818
NUVEEN ESG SMALL-CAP ETF$205,364$224,697
PARNASSUS EQUITY INCOME FUND I$356,496$536,082

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$138,392USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$127,352USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$16,455$16,455
Payroll Processing Fees$1,139$1,139
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$11,940Amt
Net Investment Income$11,940NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$1,100
990-PF Extension for 2023$600

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