Nonprofit · EIN 20-3309847
MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION
Tax-exempt · BOULDER, CO 80302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $198,365 | $327,563 | -$129,198 | $2,380,405 | $0 | $2,380,405 |
| December 31, 2023 | 990-PF | $72,691 | $295,044 | -$222,353 | $2,509,603 | $0 | $2,509,603 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $35,546
- Interest
- $3,192
- Net gain from sales of assets
- $159,627
Expenses
- Grants and similar amounts paid
- $257,565
- Compensation of officers, directors and key employees
- $36,000
- Disbursements for charitable purposes
- $313,923
- Excise tax on investment income
- $2,591
Balance sheet and other
- Total assets, start of year
- $2,509,603
- Total assets, end of year
- $2,380,405
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,380,405
- Fair market value of assets
- $2,870,844
- Qualifying distributions
- $313,923
- Net investment income
- $198,365
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margery Goldman Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec, Treas, Pres | 20 | $36,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margery Goldman Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec, Treas, Pres | 20 | $36,000 |
Address and contacts
- Address (IRS master file)
- 1043 PINE ST, BOULDER, CO 80302-4022
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Margery Goldman, President
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3309847
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,380,405
- Income (IRS master file)
- $526,299
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $198,365 | $327,563 | $2,380,405 | XML |
| 990-PF | December 2023 | $72,691 | $295,044 | $2,509,603 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3309847).
Questions about MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION
- What is the EIN of MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION is 20-3309847.
- Is MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $36,000 (Margery Goldman, Dir, Sec, Treas, Pres).
- How much revenue does MARVIN NAIMAN AND MARGERY GOLDMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $198,365, expenses of $327,563 and total assets of $2,380,405 at year end.
Other nonprofits in BOULDER
- THE COMMUNITY FOUNDATION EIN 84-1171836 · last filed 990 for 2024
- WILLIAM AND SANDRA CONDON FAMILY FOUNDATION EIN 84-1567153 · last filed 990-PF for 2025
- YAGAN FAMILY FOUNDATION EIN 81-6993547 · last filed 990-PF for 2024
- THE CIELO FOUNDATION EIN 26-1166378 · last filed 990-PF for 2024
- THE CARUSO FOUNDATION EIN 84-1559444 · last filed 990-PF for 2024
- SHEILA FORTUNE FOUNDATION EIN 84-1467131 · last filed 990-PF for 2025
- R DAVID AND SUZANNE A HOOVER CHARITABLE TRUST EIN 27-4274566 · last filed 990-PF for 2024
- PEOPLEFORBIKES FOUNDATION EIN 20-4306888 · last filed 990 for 2024
All nonprofits in BOULDER · Colorado · Philanthropy, voluntarism and grantmaking foundations