Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
The Marvin Naiman and Margery Goldman Family Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

20-3309847
B Telephone number (see page 10 of the instructions)

(800) 839-1754
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,940,696J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 8 8  
4 Dividends and interest from securities...... 80,197 80,197  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -32,606
b Gross sales price for all assets on line 6a 729,849
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,258 153  
12 Total. Add lines 1 through 11........ 48,857 80,358  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 27,559 27,559    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 2,798 1,293    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 17,574 119   17,455
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,931 28,971   17,455
25 Contributions, gifts, grants paid........ 98,108 98,108
26 Total expenses and disbursements. Add lines 24 and 25 146,039 28,971   115,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -97,182
b Net investment income (if negative, enter -0-) 51,387
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 124,636 150,322 150,322
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,029,447 Click to see attachment2,909,156 2,790,374
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,577    
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,156,660 3,059,478 2,940,696
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,156,660 3,059,478
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,156,660 3,059,478
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,156,660 3,059,478
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,156,660
2 Enter amount from Part I, line 27a..................... 2 -97,182
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,059,478
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,059,478
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Section 751 gain on sale of partnership-reclass      
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 729,849   761,314 -31,465
b       -1,141
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -31,465
b       -1,141
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -32,606
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 102,047 2,894,509 000.035255
2009 88,331 2,577,362 000.034272
2008 114,479 2,677,721 000.042752
2007 26,964 582,543 000.046287
2006      
2 Total of line 1, column (d) ...................... 2 000.158566
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.031713
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 3,048,796
5 Multiply line 4 by line 3....................... 5 96,686
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 514
7 Add lines 5 and 6......................... 7 97,200
8 Enter qualifying distributions from Part XII, line 4.............. 8 115,563
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 514
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 514
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 514
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 818
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 818 7 818
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 304
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet304 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
    Yes
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Margery Goldman President
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,982,473
    b
    Average of monthly cash balances.......................
    1b
    112,751
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,095,224
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,095,224
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment...........................
    4
    46,428
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,048,796
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    152,440
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    152,440
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    514
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    514
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    151,926
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    151,926
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    151,926
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    115,563
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    115,563
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    514
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    115,049
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 151,926
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 84,435
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 115,563
    a Applied to 2010, but not more than line 2a 84,435
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 31,128
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		120,798
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    B'NAI HAVURAH COL JEWISH RECONST F
    6445 E OHIO AVE
    DENVER,CO80224     		N/A 509(a)(1) General Unrestricted 5,000
    BOULDER VALLEY WOMENS HEALTH CENTER
    2855 VALMONT RD
    BOULDER,CO80301     		N/A 509(a)(1) General Unrestricted 5,000
    CONGREGATION NEVEI KODESH
    3269 28TH ST
    BOULDER,CO80301     		N/A 509(a)(1) Rabbis Discretionary Fund 1,800
    E TOWN
    POBOX 954
    BOULDER,CO80306     		N/A 509(a)(2) Town Hall Campaign 1,000
    ENCOUNTER PROGRAMS INCORPORATED
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		N/A 509(a)(1) General Unrestricted 1,000
    ENCOUNTER PROGRAMS INCORPORATED
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		N/A 509(a)(1) Charitable Event 1,638
    FRIENDSHIP BRIDGE
    405 URBAN ST STE 140
    LAKEWOOD,CO80228     		N/A 509(a)(1) General Unrestricted 1,000
    J STREET EDUCATION FUND INC
    PO BOX 66073
    WASHINGTON,DC20035     		N/A 509(a)(1) J Street Conference Sponsorship 1,000
    JUST VISION INC
    1616 P ST NW STE 340
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 5,000
    MERCY CORPS
    45 SW ANKENY ST
    PORTLAND,OR97204     		N/A 509(a)(1) General Unrestricted 1,500
    MIZEL CENTER FOR ARTS AND CULTURE
    350 S DAHLIA ST
    DENVER,CO80246     		N/A 509(a)(1) Denver Jewish Film Festival and Speaker Sponsorship 2,000
    NAROPA UNIVERSITY
    2130 ARAPAHOE AVE
    BOULDER,CO80302     		N/A 509(a)(1) Annual Fund 25,000
    NAROPA UNIVERSITY
    2130 ARAPAHOE AVE
    BOULDER,CO80302     		N/A 509(a)(1) Marvin I. Naiman Scholarship Fund 5,000
    NAROPA UNIVERSITY
    2130 ARAPAHOE AVE
    BOULDER,CO80302     		N/A 509(a)(1) Authentic Leadership Initiative 10,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A 509(a)(1) General Unrestricted 1,000
    RECONSTRUCTIONIST RABBINICAL COLLEG
    1299 CHURCH RD
    WYNCOTE,PA19095     		N/A 509(a)(1) General Unrestricted 1,800
    ROSE COMMUNITY FOUNDATION
    600 S CHERRY ST STE 1200
    DENVER,CO80246     		N/A 509(a)(1) Papa Marv Donor Advised Fund 10,250
    SHOMREY MISHPAT RABBIS FOR HUMAN RI
    333 7TH AVE 13TH FL
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 1,000
    THE COMMUNITY FOUNDATION SERVING BO
    1123 SPRUCE ST
    BOULDER,CO80302     		N/A 509(a)(1) Community Trust and for Marvin Naiman and Margery Goldman Donor Advised Fund 6,020
    URGENT ACTION FUND FOR WOMENS HUMAN
    333 VALENCIA ST STE 250
    SAN FRANCISCO,CA94103     		N/A 509(a)(1) General Unrestricted 1,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL ST STE 300
    SAN FRANCISCO,CA94111     		N/A 509(a)(1) General Unrestricted 10,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL ST STE 300
    SAN FRANCISCO,CA94111     		N/A 509(a)(1) Women, War Peace Project 1,100
    Total .................................bullet 3a 98,108
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 8  
    4 Dividends and interest from securities....     14 80,197  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -32,606  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aForeign Tax Refund     01 152  
    bK-1 Pass-Through Income 525990 -36 14 1  
    cSection 751 gain on sale of partnership 525990 1,141      
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,105 47,752  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1348,857
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID: 11000218
    Software Version: 2011.0.0
    Part VI Line 7 - Tax Paid Original Return: 818


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 GeneralExplanationAttachment
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:11000218
    Software Version:2011.0.0
    Identifier Return Reference Explanation

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:11000218
    Software Version:2011.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    75 shares of 3M CO MMM 5,390 6,130
    605 shares of ABB LTD. ABB 11,758 11,392
    130 shares of ABENGOA SA ABGOF.PK 3,486 2,777
    90 shares of ADIDAS-SALOMON AG OR OTC ADDDF.PK 4,806 5,841
    75 shares of ALTERA CORPORATION ALTR 2,604 2,783
    260 shares of AMERICA MOVIL SA AMX 6,730 5,876
    1110 shares of AMP FPO AMLTF.PK 5,845 4,718
    75 shares of AON PLC AON 3,931 3,510
    80 shares of APACHE CORPORATION APA 8,937 7,246
    40 shares of APPLE INC. AAPL 9,224 16,200
    80 shares of APTAR GROUP INC ATR 3,801 4,174
    120 shares of ASML HOLDING NV NY REG SHS ASML 3,441 5,015
    210 shares of ATT CORP COM NEW T 5,867 6,350
    85 shares of AUTOMATIC DATA PROCESSING INC. ADP 3,852 4,591
    375 shares of AXA ADS AXAHY.PK 10,119 4,823
    80 shares of BAKER HUGHES INTL BHI 4,022 3,891
    2010 shares of BARCLAYS PLC ORD BCLYF.PK 5,360 5,327
    45 shares of BARD C R INC. BCR 4,225 3,848
    180 shares of BBT CP BBT 4,865 4,531
    4199 shares of BLACKROCK FUNDMNTL GRW I MAFGX 100,000 91,030
    20 shares of BLACKROCK INC BLK 3,438 3,565
    806 shares of BUFFALO MID CAP FUND BUFMX 12,030 12,570
    2000 shares of CAPITALAND LTD ORD CLLDF.PK 5,846 3,400
    15 shares of CARBO CERAMICS INC CRR 1,777 1,850
    85 shares of CASINO GUICHARD PERRACH ET CIE ACT CGUIF.PK 7,489 7,181
    150 shares of CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP 6,879 7,881
    45 shares of COLGATE-PALMOLIVE COMPANY CL 3,458 4,158
    296 shares of COMPANHIA ENERG DE ADR CIG 4,905 5,266
    35 shares of COOPER INDUSTRIES PLC CBE 2,139 1,895
    45 shares of COSTCO WHOLESALE CORP NEW COST 2,978 3,749
    55 shares of CREE, INC. CREE 3,609 1,212
    40 shares of CUMMINS INC CMI 1,460 3,521
    55 shares of DEERE CO DE 2,034 4,254
    65 shares of DIGITAL RLTY TR INC DLR 4,071 4,334
    17687 shares of DODGE COX INCOME FUND DODIX 237,372 235,231
    205 shares of EAST WEST BANCORP, INC. EWBC 3,441 4,049
    460 shares of EDP RENOVAIS SA OVIEDO SHS EDRVF.PK 3,442 2,815
    160 shares of EMC CORP-MASS EMC 3,515 3,446
    105 shares of EMERSON ELECTRIC CO. EMR 5,159 4,892
    35 shares of EOG RESOURCES INC EOG 3,683 3,448
    30 shares of FANUC CO FANUF.PK 2,429 4,538
    10127 shares of FRANK RUSSELL INV CO EQ I FUND CL I REASX 296,930 271,394
    9667 shares of FRANK RUSSELL INV CO EQ Q FUND CL I REDSX 300,268 286,250
    15390 shares of FRANK RUSSELL INV CO FIXED INC I FUND CL I RFASX 312,013 340,277
    1785 shares of FRANK RUSSELL INV CO INTERNATIONAL FUND CL I RINSX 75,618 47,887
    4612 shares of FRANK RUSSELL INVESTMENT COMPANY EMERGING MARKETS REMSX 95,000 74,346
    1814 shares of FRANK RUSSELL INVESTMENT COMPANY REAL ESTATE SECUR RRESX 69,234 59,329
    55 shares of FRANKLIN RES INC BEN 5,160 5,283
    360 shares of GAFISA S.A GFA 4,883 1,656
    60 shares of GEN-PROBE INCORPORATED GPRO 3,668 3,547
    95 shares of GILEAD SCIENCES INC GILD 3,987 3,888
    16 shares of GOOGLE INC CL A GOOG 7,937 10,334
    45 shares of GRAINGER W W INC. GWW 3,934 8,424
    55 shares of GROUPE DANONE GPDNF.PK 3,378 3,429
    500 shares of HANG SENG BK LTD ORD HSNGF.PK 7,378 5,933
    771 shares of HEARTLAND VALUE PLUS FUND HNVIX 23,369 21,359
    165 shares of HENKEL KGAA ADR HENKY.PK 6,614 8,016
    140 shares of HOME DEPOT INC. HD 4,757 5,886
    205 shares of HONDA MOTOR CO LTD HMC 6,842 6,263
    75 shares of HOSPIRA INC W/I HSP 4,065 2,278
    156 shares of HSBC HLDGS PLC ADS HBC 7,119 5,944
    75 shares of ILLINOIS TOOL WORKS ITW 3,467 3,503
    30 shares of INTERNATIONAL BUSINESS MACHINES IBM 5,438 5,516
    1430 shares of ISHARES MSCI EAFE SMALL CAP INDEX FUND SCZ 59,627 49,707
    625 shares of ISHARES RUSSELL 2000 IWM 45,211 46,094
    277 shares of ISHARES TRUST RUSSELL MIDCAP INDEX FUND IWR 25,309 27,262
    120 shares of JOHNSON JOHNSON JNJ 7,839 7,870
    160 shares of JOHNSON CONTROLS INC. JCI 4,710 5,002
    80 shares of JOHNSON MATTHEY PLC JMPLY.PK 4,449 4,586
    270 shares of JP MORGAN CHASE CO JPM 10,723 8,978
    155 shares of JULIUS BAER GRUPPE AG JBARF.PK 5,663 6,090
    200 shares of KAO CORPORATION KAOCF.PK 5,119 5,467
    1400 shares of KASIKORNBANK P NV DR KPCUF.PK 3,206 5,414
    60 shares of KLA TENCOR CORP KLAC 2,544 2,895
    241 shares of KONINKLIJKE PHILIPS ELECTRONICS PHG 8,061 5,049
    145 shares of KRAFT FOODS INC KFT 4,754 5,417
    175 shares of KUBOTA CP KUB 6,640 7,273
    364 shares of LAIR LIQUIDE ADR OTC AIQUY.PK 8,618 8,954
    85 shares of MCCORMICK CO MKC 3,493 4,286
    140 shares of METLIFE INC. MET 5,565 4,365
    355 shares of MICROSOFT CORPORATION MSFT 9,647 9,216
    250 shares of MITSUI FUDOSAN CO LT MTSFF.PK 4,145 3,646
    70 shares of NASPERS LIMITED ORD NAPRF.PK 3,264 3,003
    50 shares of NATL OILWELL VARCO NOV 3,960 3,400
    100 shares of NEW ORIENTAL ED TECHNOLOGY GROUP INCSPONSORED AD EDU 1,691 2,405
    265 shares of NGK INSULATORS NGKIF.PK 5,415 3,148
    40 shares of NIKE INC-CL B NKE 2,768 3,855
    470 shares of NIPPON ELECTRIC GLASS NPEGF.PK 6,588 4,655
    100 shares of NOBLE CORPORATION NE 4,301 3,022
    70 shares of NORDSTROM INC JWN 3,411 3,480
    286 shares of NOVARTIS AG ADR NVS 15,831 16,351
    15 shares of NOVO NORDISK A S NVO 1,900 1,729
    1275 shares of NUVEEN REAL ESTATE SECURITIES F FARCX 25,668 24,195
    1500 shares of OLAM INTERNATIONAL OLMIF.PK 3,650 2,400
    821 shares of OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y ODVYX 29,300 23,796
    300 shares of ORACLE CORP ORCL 9,049 7,695
    365 shares of ORIGIN ENERGY LTD AD OGFGF.PK 4,798 4,960
    25 shares of PARKER HANNIFIN CP PH 1,556 1,906
    345 shares of PEARSON PLC PSO 4,410 6,510
    110 shares of PEPSICO INC PEP 6,924 7,299
    8577 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND PCRIX 76,000 56,094
    32897 shares of PIMCO TOTAL RETURN FUND PTTRX 350,267 357,591
    120 shares of PNC FINANCIAL GROUP INC. PNC 6,995 6,920
    100 shares of PRAXAIR INC. PX 8,399 10,690
    185 shares of PROCTER GAMBLE CO PG 12,518 12,341
    140 shares of QUALCOMM INC QCOM 6,905 7,658
    257 shares of ROCHE HOLDING LTD ADR RHHBY.PK 9,213 10,935
    230 shares of SAMPO INSURANCE COMPANY LTD ORE CL A SAXPF.PK 7,249 5,538
    100 shares of SAP AKTIENGESELL ADS SAP 5,454 5,295
    40 shares of SCHNITZER STEEL INDUSTRIES, INC. SCHN 2,326 1,691
    275 shares of SCOTTISH SOUTHERN ENERGY ADR SSEZY.PK 7,575 5,525
    365 shares of SIMS METAL MANAGEMENT LTD SMS 8,391 4,690
    1300 shares of SINGTEL 10 SNGNF.PK 3,168 3,146
    35 shares of SMA SOLAR TECHNOL.AG SMTGF.PK 3,264 1,961
    110 shares of SMITH NEPHEW PLC ADR SNN 6,377 5,297
    55 shares of SONOVA HOLDING AG SONVF.PK 3,454 5,761
    55 shares of SPDR GOLD TR GOLD SHS GLD 4,739 8,359
    205 shares of SPECTRA ENERGY CORP-W/I SE 5,687 6,304
    110 shares of SPIRAX-SARCO ENGIN SPXSF.PK 3,562 3,147
    265 shares of STANDARD BANK GROUP LIMITED SBGOF.PK 3,891 3,193
    715 shares of STATOIL ASA ADS STO 14,943 18,311
    295 shares of STD CHARTERED PLC SHS SCBFF.PK 8,720 6,419
    285 shares of SUBSEA 7 SA ACGY 4,778 5,301
    180 shares of SYSCO CORP SYY 5,171 5,279
    200 shares of SYSMEX CORPORATION SSMXF.PK 4,477 6,490
    369 shares of TAIWAN SEMICONDUCTOR MFG CO LTD TSM 3,769 4,764
    968 shares of TCW SMALL CAP GROWTH FUND I CL TGSCX 25,000 25,169
    117 shares of TENARIS SA-ADR TS 6,859 4,350
    150 shares of TERUMO CORPORATION,FIRST SECTION TRUMF.PK 8,248 7,215
    2374 shares of THORNBURG GLOBAL VALUE FUND CLASS I TGVIX 71,151 58,342
    117 shares of TIME WARNER CABLE INC TWC 4,599 7,438
    1340 shares of TINGYI CAYMAN ISLAND TCYMF.PK 3,587 4,221
    45 shares of TORAY INDUSTRIES INC TRYIY.PK 2,107 3,236
    115 shares of UMICORE SA ACT UMICF.PK 6,019 4,571
    235 shares of UNILEVER N V N Y UN 6,475 8,077
    55 shares of VESTA WIND SYSTEMS ORD VWSYF.PK 6,783 584
    55 shares of VISA INC V 4,986 5,584
    645 shares of VODAFONE GROUP PLC VOD 17,000 18,079
    25 shares of VOSSLOH AG O.N. VOSSF.PK 3,143 2,404
    155 shares of WALT DISNEY HOLDINGS CO. DIS 4,520 5,813
    50 shares of WATERS CORP WAT 3,708 3,703
    180 shares of WGL HOLDINGS INC WGL 6,167 7,960
    175 shares of WORLEYPARSONS LTD ORD F WYGPF.PK 5,769 4,690
    90 shares of ZIMMER HOLDINGS INC ZMH 5,460 4,808

    TY 2011 OtherExpensesSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 17,455     17,455
    Bank Charges 119 119    


    TY 2011 OtherIncomeSchedule2
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENERGY TRANSFER PARTNERS LP K-1 Pass-Through Share of Partnership Income/Loss -35 1  
    Foreign Tax Refund 152 152  
    ENERGY TRANSFER PARTNERS LP Section 751 Gain on Sale of Partnership 1,141    


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 27,559 27,559    


    TY 2011 TaxesSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2011 800 0 0 0
    Foreign Tax Paid 1,293 1,293 0 0
    IRS Excise Tax Payment with 1st ext 2010 990PF 705 0 0 0