2024-10-04T21:13:03-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 203309847 The Marvin Naiman and Margery Goldman Family Foundation % Foundation Source MARV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 margery goldman president 8008391754 2024-09-30 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 2866635 X 0 X 472 472 72219 72219 190000 0 72691 72691 36000 36000 2754 2754 11516 11516 1100 17274 17274 68644 11516 56028 226400 226400 295044 11516 282428 -222353 61175 106172 78640 78640 215061 195545 174568 1539765 1545215 2001745 870958 690203 611682 2731956 2509603 2866635 0 0 X 2731956 2509603 2731956 2509603 2731956 2509603 2731956 -222353 2509603 2509603 Publicly-traded Securities 190000 190000 850 850 850 338 0 600 938 X 0 88 88 false false false false false false false true true CO true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Margery Goldman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas, Pres 20.0 36000 0 0 2701923 84001 0 2785924 0 2785924 41789 2744135 137207 137207 850 850 136357 136357 136357 282428 0 0 0 0 282428 136357 2021 2020 2019 109446 107825 113521 330792 282428 136357 146071 476863 0 476863 109446 107825 113521 146071 Margery Goldman X B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTION 6445 EAST OHIO AVE DENVER CO 80224 N/A PC General & Unrestricted 5000 B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTION 6445 EAST OHIO AVE DENVER CO 80224 N/A PC Charitable Event 1500 BOULDER VALLEY WOMENS HEALTH CENTER INC 2855 VALMONT RD BOULDER CO 80301 N/A PC General & Unrestricted 5000 COMMUNITY FOUNDATION 1123 SPRUCE ST BOULDER CO 80302 N/A PC General & Unrestricted 5000 J STREET EDUCATION FUND INC PO BOX 66073 WASHINGTON DC 20035 N/A PC General & Unrestricted 5000 JUST VISION INC 1835 7TH ST NW 110 WASHINGTON DC 20001 N/A PC General & Unrestricted 50000 MOTUS THEATER PO BOX 6080 BOULDER CO 80306 N/A PC General & Unrestricted 21500 NAROPA UNIVERSITY 2130 ARAPAHOE AVE BOULDER CO 80302 N/A PC General & Unrestricted 5000 NEW ISRAEL FUND 235 MONTGOMERY ST STE 920 SAN FRANCISCO CA 94104 N/A PC Torat Tzedek fund 1800 NEW ISRAEL FUND 235 MONTGOMERY ST STE 920 SAN FRANCISCO CA 94104 N/A PC General & Unrestricted 5000 T'RUAH 266 W 37TH ST STE 803 NEW YORK NY 10018 N/A PC General & Unrestricted 3600 THE ALLIANCE FOR COLLECTIVE ACTION 1536 WYNKOOP ST SUITE 100 DENVER CO 80202 N/A PC General & Unrestricted 1000 TRUSTEES OF THE SMITH COLLEGE 33 ELM ST NORTHAMPTON MA 01063 N/A PC Class of 1971 Scholarship Fund 5000 VAIL VALLEY FOUNDATION INC PO BOX 6550 AVON CO 81620 N/A PC General & Unrestricted 19000 WOMEN DONORS NETWORK PO BOX 2930 SAN FRANCISCO CA 94126 N/A PC General & Unrestricted 93000 226400 14 472 14 72219 72691 72691 false false false false false false false false false false ANALOG DEVICES INC NOTE - 2.95 87082 78288 BIOGEN - 4.050% - 09/15/2025 91292 78715 CALVERT IMPACT - 1.500% - 01/3 25000 24950 HOME DEPOT INC - 3.350% - 09/1 100991 88235 MICROSOFT CORP - 2.400% - 08/0 86680 76236 PNC FINL SVCS GROUP INC - 2.20 93260 87487 UNITEDHEALTH GROUP INC - 3.750 90796 78857 VERIZON - 3.875% - 02/08/2029 81307 67934 VISA INC GREEN BONDS - 0.750% 33795 30980 BOSTON COMMON INTERNATIONAL 84227 95374 BOSTON COMMON US EQUITY FD 221398 369888 BROWN ADV SUSTAINABLE GROWTH F 189406 232648 ISHARES TRUST RUSSELL MIDCAP I 139340 267702 JOHN HANCOCK ESG INTERNATIONAL 296593 247728 NUVEEN ESG SMALL-CAP ETF 205364 209772 PARNASSUS EQUITY INCOME FUND I 408887 578633 195545 174568 Administrative Fees 16171 16171 Payroll Processing Fees 1093 1093 State or Local Filing Fees 10 10 Investment Management Services 11516 11516 990-PF Estimated Tax for 2023 300 990-PF Extension for 2022 800