MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION (EIN 20-3309847)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-30
- IRS object ID
- 201542739349100104
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-30T15:56:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203309847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Marvin Naiman and Margery Goldman Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MARV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | margery goldman | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,407,889 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $174 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $174 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $416,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,513,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $416,309 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $501,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $501,830 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,620 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,620 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,550 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,512 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,423 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,423 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $336 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $284,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $468,432 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $149,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,095 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,817,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,140,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,296,794 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,967,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,251,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,407,889 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,967,263 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,251,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,967,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,251,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,967,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,251,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,967,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $284,263 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,251,526 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,251,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,513,973 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,097,664 | CostOrOtherBasisAmt |
| Gain Or Loss | $416,309 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $416,309 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $416,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,808 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,248,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046112 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,051,429 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041874 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,049 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,048,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037736 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,047 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,894,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035255 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,331 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,577,362 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034272 | DistributionYr5Rt |
| Total Distribution | 0.195249 | TotalDistributionRt |
| Average Distribution | 0.03905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,395,433 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $132,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,684 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,594 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,684 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,684 | SubtotalAmt |
| Tax Based On Investment Income | $4,684 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,084 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,684 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margery Goldman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,287,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,451 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,447,140 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,447,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,395,433 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $169,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $169,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,684 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,684 | TotalTaxAmt |
| Distributable Before Adj | $165,088 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $165,088 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $165,088 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,594 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $181,594 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,684 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $154,267 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $181,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $154,267 | AppliedToYear1Amt |
| Applied To Current Year | $27,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $137,761 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF COLOR | |||||||
| 303 E 17TH AVE STE 350 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $1,000 |
| B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO | |||||||
| 6445 E OHIO AVE | DENVER | CO | 80224 | N/A | PC | General & Unrestricted | $5,000 |
| B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO | |||||||
| 6445 E OHIO AVE | DENVER | CO | 80224 | N/A | PC | Membership Fund | $1,009 |
| BOULDER VALLEY WOMENS HEALTH CENTER INC | |||||||
| 2855 VALMONT RD | BOULDER | CO | 80301 | N/A | PC | Champions of Choice Program | $1,000 |
| B'TSELEM | |||||||
| 1411 K ST NW STE 603 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION NEVEI KODESH | |||||||
| 1925 GLENWOOD DR | BOULDER | CO | 80304 | N/A | PC | Capital Campaign | $6,250 |
| ENCOUNTER PROGRAMS INCORPORATED | |||||||
| 25 BROADWAY SUite 1700 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| FRIENDSHIP BRIDGE | |||||||
| 405 URBAN ST STE 140 | LAKEWOOD | CO | 80228 | N/A | PC | General & Unrestricted | $1,000 |
| INTERCAMBIO DE COMUNIDADES | |||||||
| 4735 WALNUT ST STE B | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $1,000 |
| J STREET EDUCATION FUND INC | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $5,000 |
| J STREET EDUCATION FUND INC | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PC | Charitable Event | $1,000 |
| JUST VISION INC | |||||||
| 1616 P ST NW STE 340 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | N/A | PC | General & Unrestricted | $1,000 |
| MIZEL CENTER FOR ARTS AND CULTURE | |||||||
| 350 S DAHLIA ST | DENVER | CO | 80246 | N/A | PC | Charitable Event | $2,000 |
| MOTUS THEATER | |||||||
| 4519 8TH ST UNIT C | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $5,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $26,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | N/A | PC | Marvin I Naiman Scholarship Fund | $10,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW STE 619 | WASHINGTON | DC | 20037 | N/A | PC | New Initiatives for Democracy | $5,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW STE 619 | WASHINGTON | DC | 20037 | N/A | PC | Rabbis for Human Rights | $1,000 |
| POLITICAL RESEARCH ASSOCIATES | |||||||
| 1310 BROADWAY STE 201 | SOMERVILLE | MA | 02144 | N/A | PC | General & Unrestricted | $500 |
| ROSE COMMUNITY FOUNDATION | |||||||
| 600 S CHERRY ST STE 1200 | DENVER | CO | 80246 | N/A | PC | General & Unrestricted | $1,000 |
| ROSE COMMUNITY FOUNDATION | |||||||
| 600 S CHERRY ST STE 1200 | DENVER | CO | 80246 | N/A | PC | Papa Marv Fund | $10,500 |
| ROSE COMMUNITY FOUNDATION | |||||||
| 600 S CHERRY ST STE 1200 | DENVER | CO | 80246 | N/A | PC | Papa Marv Fund | $10,250 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $1,000 |
| SEEKING COMMON GROUND | |||||||
| 1725 CLARKSON ST | DENVER | CO | 80218 | N/A | PC | Charitable Event | $1,500 |
| T'RUAH | |||||||
| 333 7TH AVE 13TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,800 |
| THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY | |||||||
| 1123 SPRUCE ST | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $5,000 |
| THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY | |||||||
| 1123 SPRUCE ST | BOULDER | CO | 80302 | N/A | PC | EL PASO Project | $1,000 |
| URGENT ACTION FUND FOR WOMENS HUMAN RIGHTS | |||||||
| 660 13TH ST STE 200 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| VAIL VALLEY FOUNDATION INC | |||||||
| PO BOX 309 | VAIL | CO | 81658 | N/A | PC | Vail International Dance Festival | $2,500 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST STE 300 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $15,000 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST STE 300 | SAN FRANCISCO | CA | 94111 | N/A | PC | Last Call, a project of Just Vision (Middle East Peace and Democracy Circle) Fund | $5,500 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST STE 300 | SAN FRANCISCO | CA | 94111 | N/A | PC | Reflective Democracy Initiative | $5,000 |
| YESOD FOUNDATION | |||||||
| PO BOX 48 | BOULDER | CO | 80306 | N/A | PC | Reb Zalman Legacy Project | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,309 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $416,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $501,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $501,830 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATLANTIC TRUST DISC EQTY | $180,474 | $242,144 |
| BOSTON COMMON INTERNATIONAL | $158,497 | $148,402 |
| BOSTON COMMON US EQUITY FD | $245,246 | $238,213 |
| DFA EMERGING MARKETS PORTFOLIO | $68,343 | $65,898 |
| DFA LARGE CAP INTERNATIONAL PO | $153,897 | $147,961 |
| DFA TAX MANAGED U.S. SMALL CAP | $104,187 | $103,335 |
| DODGE & COX INCOME FUND | $364,037 | $369,564 |
| FORWARD HIGH YIELD BOND FUND I | $74,594 | $70,849 |
| FRANK RUSSELL INV CO FIXED INC | $186,029 | $202,849 |
| ISHARES MSCI EAFE SMALL CAP IN | $59,627 | $66,795 |
| ISHARES RUSSELL 2000 | $72,486 | $99,643 |
| ISHARES TRUST RUSSELL MIDCAP I | $110,477 | $137,140 |
| LAZARD INTL STRATEGY EQUITY PO | $157,218 | $147,829 |
| METROPOLITAN WEST RETURN BOND | $173,148 | $172,831 |
| NUVEEN REAL ESTATE SECURITIES | $99,820 | $104,809 |
| OPPENHEIMER DEVELOPING MARKETS | $73,100 | $65,893 |
| RUSSELL GLOBAL REAL ESTATE SEC | $46,361 | $48,195 |
| TIAA CREF SOCIAL CHOICE EQUITY | $246,134 | $239,471 |
| VANGUARD S&P 500 ETF | $242,110 | $301,252 |
| VANGUARD SHORT-TERM BOND INDEX | $324,646 | $323,721 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $18,644 | $18,644 | |
| Bank Charges | $336 | $336 | |
| Payroll Processing Fees | $588 | $588 | |
| State or Local Filing Fees | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $31,550 | Amt |
| Net Investment Income | $31,550 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $1,600 | |
| 990-PF Extension for 2013 | $975 | |
| Foreign Tax Paid | $1,512 | $1,512 |
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