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MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION (EIN 20-3309847)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-24
IRS object ID
201942059349100009
Schema version
2018v3.1
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)
Return2019-07-24T11:04:32-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-07-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520192055000023FederalOriginalSubmissionId
Federal Original Submission Id2019-07-24FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device Id78D185D94E59032E4B5D677F857013E059842DEAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,019,487FMVAssetsEOYAmt
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$914InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$914InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,406DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,406DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,241NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$219,176GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$103,241CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$167,561TotalRevAndExpnssAmt
Total Net Invst Incm$167,561TotalNetInvstIncmAmt
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$25,436OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,436OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,967TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$19,901OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$19,901OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,058TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,436TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$58,655TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,118ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,118ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$168,176TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,436TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$140,773TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$615ExcessRevenueOverExpensesAmt
Net Investment Income$142,125NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$50,704SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,726SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,726SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,889,994CorporateStockBOYAmt
Corporate Stock EOY$2,883,357CorporateStockEOYAmt
Corporate Stock EOYFMV$2,962,761CorporateStockEOYFMVAmt
Total Assets BOY$2,940,698TotalAssetsBOYAmt
Total Assets EOY$2,940,083TotalAssetsEOYAmt
Total Assets EOYFMV$3,019,487TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,940,698RetainedEarningBOYAmt
Retained Earning EOY$2,940,083RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,940,698TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,940,083TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,940,698TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,940,083TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,940,698TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$615ExcessRevenueOverExpensesAmt
Subtotal$2,940,083SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,940,083TotNetAstOrFundBalancesEOYAmt

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$219,176GrossSalesPriceAmt
Cost Or Other Basis$115,935CostOrOtherBasisAmt
Gain Or Loss$103,241GainOrLossAmt
Gains Minus Excess Or Losses$103,241GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$103,241CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$194,926AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,200,483NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060905DistributionYr1Rt
Adjusted Qlfy Distri Yr2$204,192AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,088,606NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.066111DistributionYr2Rt
Adjusted Qlfy Distri Yr3$197,308AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,260,202NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06052DistributionYr3Rt
Adjusted Qlfy Distri Yr4$176,910AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,395,433NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052102DistributionYr4Rt
Adjusted Qlfy Distri Yr5$149,808AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,248,787NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046112DistributionYr5Rt
Total Distribution0.28575TotalDistributionRt
Average Distribution0.05715AverageDistributionRt
Net Vl Noncharitable Assets$3,211,113NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$183,515AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,421NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$184,936AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$140,773QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,843InvestmentIncomeExciseTaxAmt
Subtotal$2,843SubtotalAmt
Tax Based On Investment Income$2,843TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,959EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$884ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,843TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

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 FundfalseDonorAdvisedFundInd
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)
TitlePresTitleTxt
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$3,156,337AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,676AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,260,013TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,260,013AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,211,113NetVlNoncharitableAssetsAmt
Minimum Investment Return$160,556MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$160,556MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,843TaxBasedOnInvestmentIncomeAmt
Total Tax$2,843TotalTaxAmt
Distributable Before Adj$157,713DistributableBeforeAdjAmt
Distributable Before Ded$157,713DistributableBeforeDedAmt
Distributable As Adjusted$157,713DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,773ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$140,773QualifyingDistributionsAmt
Adjusted Qualifying Distri$140,773AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$157,713DistributableAsAdjustedAmt
Undistributed Income PY$12,907UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Qualifying Distributions$140,773QualifyingDistributionsAmt
Applied To Year1$12,907AppliedToYear1Amt
Applied To Current Year$127,866AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$29,847UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
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 (22 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$2,500
B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO
6445 E OHIO AVEDENVERCO80224N/APCsponsorship for annual event$1,018
BOULDER VALLEY WOMENS HEALTH CENTER INC
2855 VALMONT RDBOULDERCO80301N/APCGeneral & Unrestricted$4,000
BOULDER VALLEY WOMENS HEALTH CENTER INC
2855 VALMONT RDBOULDERCO80301N/APCCharitable Event$1,000
COLORADO IMMIGRANT RIGHTS COALITION
2525 W ALAMEDA AVEDENVERCO80219N/APCGeneral & Unrestricted$2,500
COMMUNITY FOUNDATION
1123 SPRUCE STBOULDERCO80302N/APCGeneral Fund and El Paso Fund$5,000
FOOD & WATER WATCH
1616 P ST NW STE 300WASHINGTONDC20036N/APCGeneral & Unrestricted$2,500
FRIENDSHIP BRIDGE
405 URBAN ST STE 140LAKEWOODCO80228N/APCGeneral & Unrestricted$1,000
INTERCAMBIO DE COMUNIDADES
4735 WALNUT ST STE BBOULDERCO80301N/APCGeneral & Unrestricted$1,000
J STREET EDUCATION FUND INC
PO BOX 66073WASHINGTONDC20035N/APCGeneral & Unrestricted$5,000
JUST VISION INC
1616 P ST NW STE 340WASHINGTONDC20036N/APCGeneral & Unrestricted$5,000
MOTUS THEATER
4519 8TH ST UNIT CBOULDERCO80304N/APCGeneral fund and for development training$11,000
NEW ERA COLORADO FOUNDATION
PO BOX 181153DENVERCO80218N/APCGeneral & Unrestricted$2,500
NEW ISRAEL FUND
703 MARKET ST STE 1503SAN FRANCISCOCA94103N/APCGeneral & Unrestricted$5,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$1,000
SUSTAINABLE MARKETS FOUNDATION
45 W 36TH ST 6TH FLNEW YORKNY10018N/APCBoulder Defense Fund$5,000
T'RUAH
266 W 37TH ST STE 803NEW YORKNY10018N/APCGeneral & Unrestricted$3,600
TIDES FOUNDATION
PO BOX 29903SAN FRANCISCOCA94129N/APCMovement Voter Fund$5,000
UNITED WE DREAM NETWORK INC
1900 L ST NWWASHINGTONDC20036N/APCDream Act Campaign$2,500
URGENT ACTION FUND FOR WOMENS HUMAN RIGHTS
660 13TH ST STE 200OAKLANDCA94612N/APCGeneral & Unrestricted$1,000
WOMEN DONORS NETWORK
565 COMMERCIAL ST STE 300SAN FRANCISCOCA94111N/APCGeneral & Unrestricted$10,000
WOMEN DONORS NETWORK
565 COMMERCIAL ST STE 300SAN FRANCISCOCA94111N/APCVoterJustice Fund$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,118TotalGrantOrContriPdDurYrAmt

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$914ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,406ExclusionAmt
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$103,241ExclusionAmt
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$167,561ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,561TotalIncomeProducingActyAmt

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 (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ATLANTIC TRUST DISC EQTY$175,527$189,878
BOSTON COMMON INTERNATIONAL$146,796$138,848
BOSTON COMMON US EQUITY FD$210,646$221,165
COLUMBIA HIGH YIELD BOND FUND$103,168$97,287
DFA U.S. SMALL CAP PORTFOLIO$95,239$93,005
DODGE & COX INCOME FUND$543,584$531,484
ISHARES MSCI EAFE SMALL CAP IN$59,627$74,103
ISHARES RUSSELL 2000$65,185$97,881
ISHARES TRUST RUSSELL MIDCAP I$144,822$171,232
LAZARD INTL STRATEGY EQUITY PO$55,429$56,876
METROPOLITAN WEST RETURN BOND$497,227$476,413
NUVEEN REAL ESTATE SECURITIES$110,313$87,418
OPPENHEIMER DEVELOPING MARKETS$69,868$67,921
PARNASSUS EQUITY INCOME FUND I$301,218$325,974
VANGUARD FTSE DEVELOPED MARKET$109,769$116,123
VANGUARD FTSE EMERGING MARKETS$50,445$59,436
VANGUARD S&P 500 ETF$72,099$86,409
VANGUARD SHORT-TERM BOND INDEX$72,395$71,308

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$18,158$18,158
Payroll Processing Fees$733$733
State or Local Filing Fees$10$10
FOUNDATION DUES & MEMBERSHIPS$1,000$1,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$25,436Amt
Net Investment Income$25,436NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$900
990-PF Extension for 2017$1,067

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