2025-09-04T15:44:24-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 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 2025-08-29 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2870844 X 0 X 3192 3192 35546 35546 159627 487561 159627 198365 198365 36000 36000 2754 2754 11940 11940 1700 17604 17604 69998 11940 56358 257565 257565 327563 11940 313923 -129198 186425 0 78640 229077 229077 195545 138392 127352 1545215 1422281 1990750 690203 590655 523665 2509603 2380405 2870844 0 0 X 2509603 2380405 2509603 2380405 2509603 2380405 2509603 -129198 2380405 2380405 Publicly-traded Securities 487561 327934 159627 159627 159627 2591 2591 2591 1188 0 1500 2688 X 0 97 97 false false false false false false false true true CO true false false false true 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 2757344 138430 0 2895774 0 2895774 43437 2852337 142617 142617 2591 2591 140026 140026 140026 313923 0 0 0 0 313923 140026 109446 107825 113521 146071 476863 313923 140026 173897 650760 0 650760 109446 107825 113521 146071 173897 Margery Goldman X A JEWISH VOICE FOR PEACE INC PO BOX 589 BERKELEY CA 94701 N/A PC General & Unrestricted 5000 B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO 6445 EAST OHIO AVE DENVER CO 80224 N/A PC 2024 Annual Fundraiser 5000 B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO 6445 EAST OHIO AVE DENVER CO 80224 N/A PC B'nai East Building Renovation 5000 B'NAI HAVURAH THE COLORADO JEWISH RECONSTRUCTIO 6445 EAST OHIO AVE DENVER CO 80224 N/A PC General & Unrestricted 5000 BOULDER VALLEY WOMENS HEALTH CENTER INC 2855 VALMONT RD BOULDER CO 80301 N/A PC General & Unrestricted 5000 COLORADO IMMIGRANT RIGHTS COALITION 2525 W ALAMEDA DENVER CO 80219 N/A PC General & Unrestricted 10000 EQUAL RIGHTS ADVOCATES INC 611 MISSION ST FL 4 SAN FRANCISCO CA 94105 N/A PC Charitable Event 1000 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 30000 MOTUS THEATER PO BOX 6080 BOULDER CO 80306 N/A PC General & Unrestricted 15000 MOVEMENT VOTER FUND 37 BRIDGE ST BOX 749 NORTHAMPTON MA 01060 N/A PC General & Unrestricted 10000 NEW ERA COLORADO FOUNDATION PO BOX 181153 DENVER CO 80218 N/A PC General & Unrestricted 5000 PROTECT DEMOCRACY PROJECT 2020 PENNSYLVANIA AVE NW 163 WASHINGTON DC 20006 N/A PC General & Unrestricted 10000 ROCKEFELLER PHILANTHROPY ADVISORS INC 120 BROADWAY STE 3475 NEW YORK NY 10271 N/A PC In Our Name project 10000 ROSE COMMUNITY FOUNDATION 4500 CHERRY CREEK DR S STE 900 DENVER CO 80246 N/A PC The Papa Marv Fund 5000 ROSE COMMUNITY FOUNDATION 4500 CHERRY CREEK DR S STE 900 DENVER CO 80246 N/A PC Papa Marv Fund 30000 T'RUAH 266 W 37TH ST STE 803 NEW YORK NY 10018 N/A PC General & Unrestricted 3600 THE REBUILDING ALLIANCE 50 WOODSIDE PLZ STE 627 REDWOOD CITY CA 94061 N/A PC General & Unrestricted 5000 TRUSTEES OF THE SMITH COLLEGE 33 ELM ST NORTHAMPTON MA 01063 N/A PC The Smith Fund 10000 TRUSTEES OF THE SMITH COLLEGE 33 ELM ST NORTHAMPTON MA 01063 N/A PC Class of 1971 Endowed Scholarship Fund 5000 VAIL VALLEY FOUNDATION INC PO BOX 6550 AVON CO 81620 N/A PC to support the Vail Dance Festival and for general operating support 14000 VERIFIED VOTING FOUNDATION PO BOX 780129 PHILADELPHIA PA 19178 N/A PC General & Unrestricted 10000 WOMEN DONORS NETWORK PO BOX 2930 SAN FRANCISCO CA 94126 N/A PC General & Unrestricted 53965 257565 14 3192 14 35546 18 159627 198365 198365 false false false false false false false false false false ANALOG DEVICES INC NOTE - 2.95 87082 79652 BIOGEN - 4.050% - 09/15/2025 91292 79546 CONSOLIDATED EDISON CO N Y INC 18713 18582 HOME DEPOT INC - 3.350% - 09/1 100990 89238 MICROSOFT CORP - 2.400% - 08/0 86680 77563 UNITEDHEALTH GROUP INC - 3.750 90796 79671 VERIZON - 3.875% - 02/08/2029 81307 67511 VISA INC GREEN BONDS - 0.750% 33795 31902 BOSTON COMMON INTERNATIONAL 84227 93461 BOSTON COMMON US EQUITY FD 191426 372544 BROWN ADV SUSTAINABLE GROWTH F 148835 208698 ISHARES TRUST RUSSELL MIDCAP I 139340 304450 JOHN HANCOCK ESG INTERNATIONAL 296593 250818 NUVEEN ESG SMALL-CAP ETF 205364 224697 PARNASSUS EQUITY INCOME FUND I 356496 536082 138392 127352 Administrative Fees 16455 16455 Payroll Processing Fees 1139 1139 State or Local Filing Fees 10 10 Investment Management Services 11940 11940 990-PF Estimated Tax for 2024 1100 990-PF Extension for 2023 600