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MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION (EIN 20-3309847)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-10
IRS object ID
201822839349100712
Schema version
2017v2.3
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)
Return2018-10-10T15:50:02-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-09-21SignatureDt
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 Id06391520182835000022FederalOriginalSubmissionId
Federal Original Submission Id2018-10-10FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54CCAE8F7BC02385263C2CCCA723B6609AD4C170AtSubmissionCreationDeviceId
At Submission Filing Device Id259C731B7C7CCB55DA46458F0098BC0D5A2501CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,337,989FMVAssetsEOYAmt
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$578InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$578InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,098DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,098DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,853NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$213,103GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,853CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$125,529TotalRevAndExpnssAmt
Total Net Invst Incm$125,529TotalNetInvstIncmAmt
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$24,714OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,714OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,038TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$18,780OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$18,780OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$83,286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,714TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$57,534TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$221,686TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,714TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$195,934TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,157ExcessRevenueOverExpensesAmt
Net Investment Income$100,815NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$112,450SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,704SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,704SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,924,405CorporateStockBOYAmt
Corporate Stock EOY$2,889,994CorporateStockEOYAmt
Corporate Stock EOYFMV$3,287,285CorporateStockEOYFMVAmt
Total Assets BOY$3,036,855TotalAssetsBOYAmt
Total Assets EOY$2,940,698TotalAssetsEOYAmt
Total Assets EOYFMV$3,337,989TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,036,855RetainedEarningBOYAmt
Retained Earning EOY$2,940,698RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,036,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,940,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,036,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,940,698TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,036,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,157ExcessRevenueOverExpensesAmt
Subtotal$2,940,698SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,940,698TotNetAstOrFundBalancesEOYAmt

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$213,103GrossSalesPriceAmt
Cost Or Other Basis$151,250CostOrOtherBasisAmt
Gain Or Loss$61,853GainOrLossAmt
Gains Minus Excess Or Losses$61,853GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$61,853CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$204,192AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,088,606NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066111DistributionYr1Rt
Adjusted Qlfy Distri Yr2$197,308AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,260,202NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06052DistributionYr2Rt
Adjusted Qlfy Distri Yr3$176,910AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,395,433NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052102DistributionYr3Rt
Adjusted Qlfy Distri Yr4$149,808AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,248,787NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$127,775AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,051,429NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041874DistributionYr5Rt
Total Distribution0.266719TotalDistributionRt
Average Distribution0.053344AverageDistributionRt
Net Vl Noncharitable Assets$3,200,483NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$170,727AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,008NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$171,735AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$195,934QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,008InvestmentIncomeExciseTaxAmt
Subtotal$1,008SubtotalAmt
Tax Based On Investment Income$1,008TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,067ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,067TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,059OverpaymentAmt
Applied To ES Tax$1,059AppliedToESTaxAmt

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

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$3,135,386AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$113,835AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,249,221TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,249,221AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,738CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,200,483NetVlNoncharitableAssetsAmt
Minimum Investment Return$160,024MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$160,024MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,008TaxBasedOnInvestmentIncomeAmt
Total Tax$1,008TotalTaxAmt
Distributable Before Adj$159,016DistributableBeforeAdjAmt
Distributable Before Ded$159,016DistributableBeforeDedAmt
Distributable As Adjusted$159,016DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$195,934ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$195,934QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,008PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$194,926AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$159,016DistributableAsAdjustedAmt
Undistributed Income PY$49,825UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$195,934QualifyingDistributionsAmt
Applied To Year1$49,825AppliedToYear1Amt
Applied To Current Year$146,109AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$12,907UndistributedIncomeCYAmt
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 (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$2,500
BOULDER VALLEY WOMENS HEALTH CENTER INC
2855 VALMONT RDBOULDERCO80301N/APCGeneral & Unrestricted$5,000
COLORADO IMMIGRANT RIGHTS COALITION
2525 W ALAMEDA AVEDENVERCO80219N/APCGeneral & Unrestricted$2,500
COMMUNITY FOUNDATION
1123 SPRUCE STBOULDERCO80302N/APCGeneral & Unrestricted$5,000
CONGREGATION NEVEI KODESH
1925 GLENWOOD DRBOULDERCO80304N/APCGeneral & Unrestricted$1,800
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$2,500
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
1616 P ST NW STE 340WASHINGTONDC20036N/APCGeneral & Unrestricted$10,000
MOTUS THEATER
4519 8TH ST UNIT CBOULDERCO80304N/APCGeneral & Unrestricted$10,000
MOTUS THEATER
4519 8TH ST UNIT CBOULDERCO80304N/APCCharitable Event$2,000
NAROPA UNIVERSITY
2130 ARAPAHOE AVEBOULDERCO80302N/APCMarvin I Naiman Scholarship Fund and General Operations$25,000
NAROPA UNIVERSITY
2130 ARAPAHOE AVEBOULDERCO80302N/APCNaropa Center Bhutan Samtse College of Education$1,000
NEW ISRAEL FUND
2100 M ST NW STE 619WASHINGTONDC20037N/APCGeneral & Unrestricted$5,000
RAINFOREST ACTION NETWORK
425 BUSH ST STE 300SAN FRANCISCOCA94108N/APCGeneral & Unrestricted$2,500
ROSE COMMUNITY FOUNDATION
600 S CHERRY ST STE 1200DENVERCO80246N/APCPapa Marv Fund$10,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$2,500
T'RUAH
266 W 37TH ST STE 803NEW YORKNY10018N/APCGeneral & Unrestricted$3,600
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$20,000
WOMEN DONORS NETWORK
565 COMMERCIAL ST STE 300SAN FRANCISCOCA94111N/APCEmergent Fund$5,000
WOMEN DONORS NETWORK
565 COMMERCIAL ST STE 300SAN FRANCISCOCA94111N/APCEmergent Fund for Harvey Community Relief$1,000
WOMEN DONORS NETWORK
565 COMMERCIAL ST STE 300SAN FRANCISCOCA94111N/APCJean Hardisty Catalytic Impact Fund$2,500
WOMEN DONORS NETWORK
565 COMMERCIAL ST STE 300SAN FRANCISCOCA94111N/APCImmigration Circle Project$1,000
WOMEN DONORS NETWORK
565 COMMERCIAL ST STE 300SAN FRANCISCOCA94111N/APCReflective Democracy Project$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,400TotalGrantOrContriPdDurYrAmt

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$578ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,098ExclusionAmt
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$61,853ExclusionAmt
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$125,529ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$125,529TotalIncomeProducingActyAmt

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
ISHARES RUSSELL 2000$65,185$111,448
VANGUARD S&P 500 ETF$148,416$189,609
ISHARES TRUST RUSSELL MIDCAP I$144,822$191,688
ISHARES MSCI EAFE SMALL CAP IN$59,627$92,235
OPPENHEIMER DEVELOPING MARKETS$69,327$77,003
VANGUARD FTSE EMERGING MARKETS$60,292$85,668
DFA U.S. SMALL CAP PORTFOLIO$90,637$107,061
VANGUARD FTSE DEVELOPED MARKET$139,539$178,677
LAZARD INTL STRATEGY EQUITY PO$50,735$63,443
NUVEEN REAL ESTATE SECURITIES$105,089$92,519
BOSTON COMMON INTERNATIONAL$144,855$160,421
BOSTON COMMON US EQUITY FD$199,175$241,577
VANGUARD SHORT-TERM BOND INDEX$71,009$70,390
PARNASSUS EQUITY INCOME FUND I$271,435$325,801
ATLANTIC TRUST DISC EQTY$159,782$188,070
COLUMBIA HIGH YIELD BOND FUND$98,686$101,674
DODGE & COX INCOME FUND$525,733$533,114
METROPOLITAN WEST RETURN BOND$485,650$476,887

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$17,713$17,713
Payroll Processing Fees$1,057$1,057
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$24,714Amt
Net Investment Income$24,714NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2017$1,000
990-PF Extension for 2016$38

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