MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION (EIN 20-3309847)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-10
- IRS object ID
- 201441919349100519
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-10T16:21:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o 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 | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margery Goldman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,446,929 | 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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,021,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,835 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,750 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $28,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,904 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,350 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,804 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,825,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,817,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,297,125 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,967,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,967,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,446,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,967,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,967,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,967,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,967,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,967,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,967,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,967,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,967,263 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,967,263 | 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 | $1,021,465 | GrossSalesPriceAmt |
| Cost Or Other Basis | $902,630 | CostOrOtherBasisAmt |
| Gain Or Loss | $118,835 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $118,835 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,835 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,051,429 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041874 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,048,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037736 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,047 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,894,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,331 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,577,362 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,479 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,677,721 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042752 | DistributionYr5Rt |
| Total Distribution | 0.191889 | TotalDistributionRt |
| Average Distribution | 0.038378 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,248,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,682 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,513 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $126,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,321 | 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 | $1,513 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,513 | SubtotalAmt |
| Tax Based On Investment Income | $1,513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $538 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $975 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,513 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $3,185,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,298,261 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,298,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,248,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,439 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,439 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,513 | TotalTaxAmt |
| Distributable Before Adj | $160,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,926 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,321 | 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 | $151,321 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,513 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,808 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,662 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $151,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,662 | AppliedToYear1Amt |
| Applied To Current Year | $6,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $154,267 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FDN OF COLORado | |||||||
| 303 E 17TH AVE STE 350 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $1,000 |
| B'NAI HAVURAH THE CO JEWISH RECONSTRUCTIOn fed | |||||||
| 6445 E OHIO AVE | DENVER | CO | 80224 | N/A | PC | General & Unrestricted | $5,000 |
| BOULDER VALLEY WOMENS HEALTH CENTER INC | |||||||
| 2855 VALMONT RD | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $1,500 |
| BOULDER VALLEY WOMENS HEALTH CENTER INC | |||||||
| 2855 VALMONT RD | BOULDER | CO | 80301 | N/A | PC | Charitable Event | $1,000 |
| CENTER FOR DEMOCRACY IN THE AMERICAS | |||||||
| PO BOX 53106 | WASHINGTON | DC | 20009 | N/A | PC | Charitable Event | $1,500 |
| 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 | Colorado programming | $1,000 |
| JUST VISION INC | |||||||
| 1616 P ST NW STE 340 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| MIZEL CENTER FOR ARTS AND CULTURE | |||||||
| 350 S DAHLIA ST | DENVER | CO | 80246 | N/A | PC | 2014 Denver Jewish Film Festival | $2,000 |
| MOTUS THEATER | |||||||
| 4519 8TH ST UNIT C | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $5,000 |
| MOTUS THEATER | |||||||
| 4519 8TH ST UNIT C | BOULDER | CO | 80304 | N/A | PC | funding for more performances of Do You Know Who I Am. | $1,700 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $25,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | N/A | PC | 40th Anniversary Exhibit | $25,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | N/A | PC | Marvin Naiman Scholarship Fund | $5,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | N/A | PC | Charitable Event | $1,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $5,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | N/A | PC | donor advised fund for Rabbis for Human Rights | $1,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | N/A | PC | ACRI Program | $1,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | N/A | PC | Rabbis for Human Rights Program | $1,000 |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | |||||||
| 1299 CHURCH RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $1,000 |
| ROSE COMMUNITY FOUNDATION | |||||||
| 600 S CHERRY ST STE 1200 | DENVER | CO | 80246 | N/A | PC | General & Unrestricted | $1,000 |
| SANTA FE INTERNATIONAL FOLK ART MARKET INC | |||||||
| 404 KIVA CT BLDG B STE G | SANTA FE | NM | 87505 | N/A | PC | Supporting Market Artists Program | $1,000 |
| SEEKING COMMON GROUND | |||||||
| 1725 CLARKSON ST | DENVER | CO | 80218 | N/A | PC | 2013 Jerusalem Office Challenge Grant | $2,500 |
| SHOMREY MISHPAT RABBIS FOR HUMAN RIGHTS-N America | |||||||
| 333 7TH AVE 13thh fl | NEW YORK | NY | 10001 | N/A | PC | Host committee - Pursuers of Justice Fundraising Program | $1,800 |
| THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY | |||||||
| 1123 SPRUCE ST | BOULDER | CO | 80302 | N/A | PC | Marvin Naiman and Margery Goldman Gift Fund | $10,000 |
| URGENT ACTION FUND FOR WOMENS HUMAN RIGHTS | |||||||
| 2301 MISSION ST STE 105 | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $1,000 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $12,500 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST | SAN FRANCISCO | CA | 94111 | N/A | PC | the Rain Forest Action Network Fund | $550 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST | SAN FRANCISCO | CA | 94111 | N/A | PC | Reproductive Rights Program | $1,000 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST | SAN FRANCISCO | CA | 94111 | N/A | PC | Earth Circle's Honor the Earth Grant | $2,500 |
| YESOD FOUNDATION | |||||||
| 525 CANYON BLVD | BOULDER | CO | 80302 | N/A | PC | CU Post-Holocaust American Judaism Archives campaign | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,050 | 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 | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,906 | 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 | $118,835 | 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 | $181,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,750 | 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 (149 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $5,390 | $10,519 |
| ABB LTD. | $6,132 | $8,632 |
| ACCESSOR FDS INC HIGH YIELD BD | $100,083 | $101,716 |
| ADIDAS-SALOMON AG OR OTC | $3,820 | $8,978 |
| AFLAC INC. | $2,925 | $4,008 |
| AIXTRON SE | $3,192 | $3,123 |
| AMP FPO | $5,845 | $4,251 |
| AON PLC | $3,931 | $6,292 |
| APACHE CORPORATION | $11,216 | $9,453 |
| APPLE INC. | $10,734 | $24,124 |
| APTAR GROUP INC | $3,326 | $4,747 |
| ASML HOLDING NV NY REG SHS | $1,904 | $5,060 |
| ATLANTIC TRUST DISC EQTY | $216,295 | $269,949 |
| ATLAS COPCO AB | $5,627 | $6,823 |
| AXA ADS | $7,582 | $9,483 |
| BANCO ITAU HOLDING FINANCIERA | $6,196 | $6,242 |
| BARCLAYS PLC ORD | $6,386 | $10,720 |
| BAXTER INTERNATIONAL INC. | $4,294 | $4,521 |
| BAYERISCHE MOTOREN WERKE AG | $7,179 | $8,913 |
| BED BATH & BEYOND INC. | $3,958 | $4,417 |
| BG GROUP PLC ADS | $8,688 | $8,676 |
| BG GRP. ORD 10P | $8,479 | $8,433 |
| BIOGEN IDEC INC | $4,258 | $5,591 |
| BRISTOL-MYERS SQUIBB CO | $3,909 | $5,315 |
| CAPITALAND LTD ORD | $3,729 | $2,990 |
| CARLISLE COS INC | $5,214 | $5,955 |
| CASINO GUICHARD PERRACH ET CIE | $5,168 | $6,540 |
| CHECK POINT SOFTWARE TECHNOLOG | $10,478 | $14,835 |
| CME GROUP, INC | $6,151 | $6,669 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $4,462 | $7,069 |
| COLGATE-PALMOLIVE COMPANY | $3,458 | $5,869 |
| COSTCO WHOLESALE CORP | $2,978 | $5,356 |
| CRODA INTERNATIONAL PLC | $5,176 | $4,875 |
| CUMMINS INC | $1,460 | $5,639 |
| CYTEC IND INC | $5,487 | $6,055 |
| DAIKIN INDUSTRIES FIRST SECTIO | $5,881 | $8,610 |
| DEERE CO | $2,276 | $2,740 |
| DEUTSCHE BANK AG | $4,396 | $4,583 |
| DODGE & COX INCOME FUND | $253,736 | $255,541 |
| EBAY INC. | $9,230 | $9,328 |
| EDP RENOVAIS SA OVIEDO SHS | $4,231 | $3,314 |
| EMC CORP-MASS | $4,312 | $4,779 |
| EMERSON ELECTRIC CO. | $4,178 | $5,965 |
| ENN ENERGY HOLDINGS | $4,468 | $5,864 |
| EOG RESOURCES INC | $3,683 | $5,874 |
| EQUIFAX INC. | $7,033 | $7,945 |
| EXPERIAN GROUP LTD S/ADR | $4,422 | $4,239 |
| EXPRESS SCRIPTS HOLDING CO. | $6,930 | $8,780 |
| FANUC CO | $3,909 | $6,484 |
| FIRST REPUBLIC BANK | $4,744 | $7,067 |
| FORD MOTOR COMPANY | $5,804 | $5,401 |
| FRANK RUSSELL INV CO EQ I FUND | $136,084 | $195,899 |
| FRANK RUSSELL INV CO FIXED INC | $181,892 | $193,695 |
| FRANK RUSSELL INV CO INTERNATI | $34,903 | $33,153 |
| FRANK RUSSELL INVESTMENT COM | $12,680 | $13,263 |
| FRANK RUSSELL INVESTMENT COM | $69,234 | $66,131 |
| FRANKLIN RES INC | $3,138 | $5,773 |
| GEMALTO NV ADR | $4,215 | $5,038 |
| GILEAD SCIENCES INC | $3,811 | $12,767 |
| GLAXOSMITHKLINE PLC | $8,768 | $10,144 |
| GOLDEN AGRI RES ORD | $4,927 | $3,780 |
| GOOGLE INC | $7,673 | $15,690 |
| GRAINGER W W INC. | $2,767 | $7,152 |
| HENKEL KGAA ADR | $5,412 | $14,102 |
| HOME DEPOT INC. | $2,477 | $5,764 |
| HONDA MOTOR CO LTD | $5,606 | $6,823 |
| HOYA CORP SPONS ADR | $4,785 | $4,779 |
| HSBC HOLDINGS PLC | $5,429 | $6,946 |
| ISHARES MSCI EAFE SMALL CAP | $59,627 | $72,901 |
| ISHARES RUSSELL 2000 | $94,720 | $131,164 |
| ISHARES TRUST RUSSELL MIDCAP | $47,466 | $66,891 |
| J FRONT RETAILING ORD F | $4,735 | $4,512 |
| JOHNSON & JOHNSON | $9,213 | $12,823 |
| JOHNSON MATTHEY PLC | $3,489 | $6,611 |
| JP MORGAN CHASE & CO | $10,866 | $15,790 |
| JULIUS BAER GRUPPE AG | $3,458 | $4,579 |
| KASIKORNBANK P NV DR | $3,055 | $4,730 |
| KEYENCE CORPORATION,FIRST SEC | $3,454 | $6,465 |
| INVESTMENT AB KINNEVIK | $3,819 | $7,474 |
| KONINKLIJKE PHILIPS ELECTRONIC | $6,213 | $6,876 |
| KUBOTA CORPORATION | $4,558 | $9,614 |
| L'AIR LIQUIDE ADR OTC | $8,618 | $11,348 |
| LOWES COMPANIES INC. | $6,485 | $9,415 |
| MCCORMICK & CO | $2,671 | $4,480 |
| MERCK & CO INC. | $6,808 | $8,008 |
| METLIFE INC. | $3,731 | $5,392 |
| MICROSOFT CORPORATION | $6,940 | $9,540 |
| MITSUBISHI TOKYO FIN | $9,218 | $9,486 |
| MONDELEZ INTERNATIONAL INC | $5,744 | $7,590 |
| MORGAN STANLEY | $5,490 | $8,938 |
| NASPERS LIMITED ORD | $3,264 | $7,112 |
| NATL OILWELL VARCO | $7,952 | $8,351 |
| NORTHERN TRUST CORPORATION | $8,745 | $9,284 |
| NOVARTIS AG ADR | $12,701 | $17,764 |
| NOVO NORDISK A S | $1,900 | $2,771 |
| NUVEEN REAL ESTATE SECURITIES | $19,700 | $19,263 |
| OPPENHEIMER DEVELOPING MARKETS | $29,300 | $30,852 |
| ORACLE CORP | $9,049 | $11,478 |
| ORIGIN ENERGY LTD AD | $4,798 | $4,563 |
| ORIX CORPORATION OTC | $6,022 | $9,396 |
| PARKER HANNIFIN CP | $4,131 | $7,075 |
| PEPSICO INC | $6,924 | $9,123 |
| PIMCO TOTAL RETURN FUND | $242,649 | $239,586 |
| PNC FINANCIAL GROUP INC. | $2,096 | $2,715 |
| PRAXAIR INC. | $5,224 | $8,452 |
| PRICELINE.COM INCORPORATED | $4,990 | $9,299 |
| PROCTER GAMBLE CO | $10,486 | $12,619 |
| PT BANK RAKYAT INDONESIA ORD | $7,224 | $5,415 |
| QUALCOMM INC | $6,905 | $10,395 |
| RAKUTEN INC | $5,208 | $8,445 |
| ROCHE HOLDING LTD ADR | $13,849 | $25,061 |
| RUSSELL COMMODITY STRATEGIES | $5,669 | $5,675 |
| SAMPO INSURANCE COMPANY LTD OR | $5,859 | $9,148 |
| SAP AKTIENGESELL ADS | $5,454 | $8,714 |
| SBA COMMUNICATIONS | $6,770 | $8,086 |
| SCOTTISH & SOUTHERN ENERGY ADR | $7,575 | $6,259 |
| SHIMANO INC. | $3,939 | $5,236 |
| SILVER SPRING NETWORKS, INC. | $2,582 | $3,360 |
| SIMON PPTY GROUP INC | $7,453 | $7,608 |
| SIMS METAL MGMT LTD | $8,391 | $3,519 |
| SINGTEL 10 | $5,022 | $5,904 |
| SMITH & NEPHEW PLC ADR | $6,377 | $7,891 |
| SNAP ON INC. | $4,476 | $6,024 |
| SPECTRA ENERGY CORP-W/I | $5,687 | $7,302 |
| SPIRAX-SARCO ENGIN | $3,720 | $5,316 |
| STANDARD BANK GROUP LIMITED | $3,891 | $3,180 |
| STATOIL ASA ADS | $11,669 | $13,272 |
| STD CHARTERED PLC SHS | $10,483 | $8,513 |
| SUBSEA 7 INC ADR | $4,778 | $5,518 |
| T. ROWE PRICE ASSOCIATES | $8,720 | $9,634 |
| TAIWAN SEMICONDUCTOR MFG CO | $2,543 | $4,343 |
| TELEVISION BRDCSTNG ORD | $3,378 | $3,278 |
| THORNBURG GLOBAL VALUE FUND | $42,771 | $47,208 |
| TIME WARNER CABLE INC | $2,083 | $5,691 |
| UMICORE SA ACT | $5,263 | $4,653 |
| UNICREDIT SPA | $4,304 | $7,050 |
| UNI CHARM CORP ORD F | $5,805 | $5,700 |
| UNILEVER N V N Y | $6,475 | $9,454 |
| V F CORP | $2,886 | $4,987 |
| VANGUARD S&P 500 ETF | $242,110 | $270,470 |
| VANGUARD SHORT TERM BOND INDEX | $288,209 | $286,571 |
| VEECO INSTRUMENTS INC. | $6,159 | $5,595 |
| VISA INC | $3,647 | $8,907 |
| VODAFONE GROUP PLC | $12,692 | $19,065 |
| WALT DISNEY HOLDINGS CO. | $6,629 | $14,134 |
| WGL HOLDINGS INC | $3,599 | $4,006 |
| WHOLE FOODS MARKET, INC. | $6,137 | $6,940 |
| WOLSELEY PLC | $7,155 | $7,630 |
| ZIMMER HOLDINGS INC | $5,460 | $8,387 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $18,261 | $18,261 | |
| Bank Charges | $162 | $162 | |
| 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 | $28,904 | Amt |
| Net Investment Income | $28,904 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $200 | |
| Foreign Tax Paid | $1,350 | $1,350 |
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