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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
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 instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,141,405J 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 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 10 10  
4 Dividends and interest from securities...... 75,419 75,419  
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 -9,931
b Gross sales price for all assets on line 6a 723,136
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 139 139  
12 Total. Add lines 1 through 11........ 65,637 75,568  
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 27,443 27,443    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,784 1,284    
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 17,768 197   17,571
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,995 28,924   17,571
25 Contributions, gifts, grants paid........ 110,670 110,670
26 Total expenses and disbursements. Add lines 24 and 25 157,665 28,924   128,241
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,028
b Net investment income (if negative, enter -0-) 46,644
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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.......... 150,322 142,146 142,146
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)........ 2,909,156 Click to see attachment2,825,304 2,999,259
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)...........      
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) 3,059,478 2,967,450 3,141,405
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 3,059,478 2,967,450
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,059,478 2,967,450
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,059,478 2,967,450
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 3,059,478
2 Enter amount from Part I, line 27a..................... 2 -92,028
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,967,450
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 2,967,450
Form 990-PF (2012)
Form 990-PF (2012)
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
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 723,136   733,067 -9,931
b
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       -9,931
b
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 -9,931
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 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))
2011 115,049 3,048,796 000.037736
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
2 Total of line 1, column (d) ...................... 2 000.196302
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. . . 		3 000.039260
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 3,051,429
5 Multiply line 4 by line 3....................... 5 119,799
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 466
7 Add lines 5 and 6......................... 7 120,265
8 Enter qualifying distributions from Part XII, line 4.............. 8 128,241
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 1 466
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............................ 3 466
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- ..... 5 466
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 804
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: 804 7 804
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 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 10 338
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet338 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 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 ofbulletco Foundation 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 2012, 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 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 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 2012 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 2012.)....................
    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 2012?
    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 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 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
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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 Pres
    020.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see 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 (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    2,975,480
    b
    Average of monthly cash balances.......................
    1b
    122,417
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,097,897
    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
    3,097,897
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    46,468
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,051,429
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    152,571
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    152,571
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    466
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    466
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    152,105
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    152,105
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    152,105
    Part XII
    Qualifying Distributions (see 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
    128,241
    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
    128,241
    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 instructions).................
    5
    466
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    127,775
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 152,105
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 120,798
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 128,241
    a Applied to 2011, but not more than line 2a 120,798
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 7,443
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		144,662
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 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 (2012)
    Form 990-PF (2012)
    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 FED
    6445 E OHIO AVE
    DENVER,CO80224     		N/A 509a1 General Unrestricted 5,000
    BOULDER VALLEY WOMENS HEALTH CENTER
    2855 VALMONT RD
    BOULDER,CO80301     		N/A 509a1 REF Lunch Program 1,000
    BOULDER VALLEY WOMENS HEALTH CENTER
    2855 VALMONT RD
    BOULDER,CO80301     		N/A 509a1 Capital Campaign 3,000
    BOULDER VALLEY WOMENS HEALTH CENTER
    2855 VALMONT RD
    BOULDER,CO80301     		N/A 509a1 Purchase of Ultrasound Machine 1,000
    CTF FOR INDEPENDANT DOCUMENTARY INC
    680 S MAIN ST
    SHARON,MA02067     		N/A 509a1 Cooked Film Project 1,000
    CONGREGATION NEVEI KODESH
    3269 28TH ST
    BOULDER,CO80301     		N/A 509a1 General Unrestricted 1,000
    ENCOUNTER PROGRAMS INCORPORATED
    25 BROADWAY
    NEW YORK,NY10004     		N/A 509a1 General Unrestricted 1,500
    FRIENDSHIP BRIDGE
    405 URBAN ST STE 140
    LAKEWOOD,CO80228     		N/A 509a1 General Unrestricted 1,000
    INTERCAMBIO DE COMUNIDADES
    4735 WALNUT ST STE B
    BOULDER,CO80301     		N/A 509a1 General Unrestricted 1,000
    J STREET EDUCATION FUND INC
    PO BOX 66073
    WASHINGTON,DC20035     		N/A 509a1 General Unrestricted 4,500
    JUST VISION INC
    1616 P ST NW
    WASHINGTON,DC20036     		N/A 509a1 General Unrestricted 2,500
    MERCY CORPS
    45 SW ANKENY ST
    PORTLAND,OR97204     		N/A 509a1 General Unrestricted 1,000
    MIZEL CENTER FOR ARTS AND CULTURE
    350 S DAHLIA ST
    DENVER,CO80246     		N/A 509a1 Charitable Event 2,500
    MOTUS THEATER
    4519 8TH ST UNIT C
    BOULDER,CO80304     		N/A 509a1 General Unrestricted 5,000
    NAROPA UNIVERSITY
    2130 ARAPAHOE AVE
    BOULDER,CO80302     		N/A 509a1 Annual Fund 25,000
    NAROPA UNIVERSITY
    2130 ARAPAHOE AVE
    BOULDER,CO80302     		N/A 509a1 Arby Thalacker Scholarship Fund 1,000
    NAROPA UNIVERSITY
    2130 ARAPAHOE AVE
    BOULDER,CO80302     		N/A 509a1 Marvin I. Naiman Scholarship Fund 10,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A 509a1 General Unrestricted 1,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A 509a1 Ir Amim Donor Advised Fund 1,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A 509a1 NIFs Peace and Human Rights Fund 4,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC20037     		N/A 509a1 Support of Breaking the Silence 1,000
    PARENTING PLACE
    1235 A PINE ST
    BOULDER,CO80302     		N/A 509a1 Grandmothers Project 500
    RECONSTRUCTIONIST RABBINICAL COLLEGE
    1299 CHURCH RD
    WYNCOTE,PA19095     		N/A 509a1 General Unrestricted 1,000
    ROSE COMMUNITY FOUNDATION
    600 S CHERRY ST STE 1200
    DENVER,CO80246     		N/A 509a1 General Unrestricted 1,000
    ROSE COMMUNITY FOUNDATION
    600 S CHERRY ST STE 1200
    DENVER,CO80246     		N/A 509a1 Papa Marv Fund 10,000
    SANTA FE INTERNATIONAL FOLK ART MARKET INC
    PO BOX 2087
    SANTA FE,NM87504     		N/A 509a2 General Unrestricted 500
    SANTA FE INTERNATIONAL FOLK ART MARKET INC
    PO BOX 2087
    SANTA FE,NM87504     		N/A 509a2 Artist Sponsorship of Roots from South Sudan Program 1,000
    SHOMREY MISHPAT RABBIS FOR HUMAN RIGHTS - NORTH AMERICA
    333 7TH AVE 13TH FL
    NEW YORK,NY10001     		N/A 509a1 General Unrestricted 1,000
    THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY
    1123 SPRUCE ST
    BOULDER,CO80302     		N/A 509a1 Community Trust and Marvin Naiman and Margery Goldman Donor Advised Fund 6,020
    URGENT ACTION FUND FOR WOMENS HUMAN RIGHTS
    333 VALENCIA ST STE 250
    SAN FRANCISCO,CA94103     		N/A 509a1 General Unrestricted 1,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL ST STE 300
    SAN FRANCISCO,CA94111     		N/A 509a1 General Unrestricted 11,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL ST STE 300
    SAN FRANCISCO,CA94111     		N/A 509a1 DPH Gift Fund 1,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL ST STE 300
    SAN FRANCISCO,CA94111     		N/A 509a1 Election Integrity Action Circle Program 1,000
    WOMEN DONORS NETWORK
    565 COMMERCIAL ST STE 300
    SAN FRANCISCO,CA94111     		N/A 509a1 The Invisible War Project 1,100
    WOMEN DONORS NETWORK
    565 COMMERCIAL ST STE 300
    SAN FRANCISCO,CA94111     		N/A 509a1 CDA Campaign 550
    Total .................................bullet 3a 110,670
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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 10  
    4 Dividends and interest from securities....     14 75,419  
    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 -9,931  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aForeign Tax Refund     01 139  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   65,637  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1365,637
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000057
    Software Version: 12.15.422.1
    Part VI Line 7 - Tax Paid Original Return: 804


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:12000057
    Software Version:12.15.422.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly-traded Securities         691,829 733,067     -41,238  

    TY 2012 GeneralExplanationAttachment
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:12000057
    Software Version:12.15.422.1
    Identifier Return Reference Explanation

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:12000057
    Software Version:12.15.422.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    75 shares of 3M CO 5,390 6,964
    325 shares of ABB LTD. 6,132 6,757
    9191 shares of ACCESSOR FDS INC HIGH YIELD BD FD ADVISOR CL 93,159 95,401
    70 shares of ADIDAS-SALOMON AG OR OTC 3,820 6,213
    85 shares of AFLAC INC. 4,143 4,515
    170 shares of ALTERA CORPORATION 5,901 5,846
    1110 shares of AMP FPO 5,845 5,517
    75 shares of AON PLC 3,931 4,171
    80 shares of APACHE CORPORATION 8,937 6,280
    40 shares of APPLE INC. 9,224 21,287
    70 shares of APTAR GROUP INC 3,326 3,340
    69 shares of ASML HOLDING NV NY REG SHS 2,505 4,443
    155 shares of ATT CORP COM 4,371 5,225
    25037 shares of ATLANTIC WHITEHALL EQUITY INCOME FUND INSTI CLASS 279,890 284,923
    220 shares of ATLCF.PK 4,438 5,346
    440 shares of AXA ADS 10,893 8,017
    1885 shares of BARCLAYS PLC ORD 4,971 8,124
    65 shares of BAXTER INTERNATIONAL INC. 4,294 4,333
    45 shares of BAYERISCHE MOTOREN WERKE AG 3,870 4,378
    130 shares of BBT CP 3,465 3,784
    400 shares of BG GROUP PLC ADS 8,688 6,684
    395 shares of BG GRP. ORD 10P 8,479 6,439
    65 shares of BRISTOL-MYERS SQUIBB CO 2,166 2,118
    1179 shares of BUFFALO MID CAP FUND 18,330 20,008
    55 shares of C H ROBINSON WORLDWIDE INC. 3,237 3,477
    1300 shares of CAPITALAND LTD ORD 3,729 3,926
    85 shares of CASINO GUICHARD PERRACH ET CIE ACT 7,489 8,139
    260 shares of CHECK POINT SOFTWARE TECHNOLOGIES LTD 11,841 12,386
    50 shares of COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION - CLASS 3,049 3,694
    45 shares of COLGATE-PALMOLIVE COMPANY 3,458 4,704
    276 shares of COMPANHIA ENERG DE ADR 3,659 2,997
    45 shares of COSTCO WHOLESALE CORP 2,978 4,443
    110 shares of CREE, INC. 5,278 3,738
    40 shares of CUMMINS INC 1,460 4,334
    60 shares of DEERE CO 3,470 5,185
    18320 shares of DODGE COX INCOME FUND 246,046 253,916
    205 shares of EAST WEST BANCORP, INC. 3,441 4,405
    630 shares of EDP RENOVAIS SA OVIEDO SHS 4,231 3,339
    160 shares of EMC CORP-MASS 3,515 4,048
    85 shares of EMERSON ELECTRIC CO. 4,178 4,502
    35 shares of EOG RESOURCES INC 3,683 4,228
    125 shares of EXPRESS SCRIPTS HOLDING CO. 6,930 6,750
    30 shares of FANUC CO 2,429 5,558
    120 shares of FIRST REPUBLIC BANK 3,896 3,934
    5776 shares of FRANK RUSSELL INV CO EQ I FUND CL I 161,896 177,260
    4824 shares of FRANK RUSSELL INV CO EQ Q FUND CL I 142,782 157,164
    13540 shares of FRANK RUSSELL INV CO FIXED INC I FUND CL I 274,101 303,024
    1311 shares of FRANK RUSSELL INV CO INTERNATIONAL FUND CL I 51,295 40,589
    738 shares of FRANK RUSSELL INVESTMENT COMPANY EMERGING MARKETS 12,680 13,971
    1814 shares of FRANK RUSSELL INVESTMENT COMPANY REAL ESTATE SECUR 69,234 71,373
    55 shares of FRANKLIN RES INC 5,160 6,914
    110 shares of GILEAD SCIENCES INC 4,861 8,080
    150 shares of GLAXOSMITHKLINE PLC 6,663 6,521
    9000 shares of GOLDEN AGRI RES ORD 4,927 4,680
    17 shares of GOOGLE INC CL A 9,054 12,025
    43 shares of GRAINGER W W INC. 4,078 8,702
    55 shares of GROUPE DANONE 3,378 3,630
    400 shares of GRUPO FIN BANORTE SE 1,818 2,540
    500 shares of HANG SENG BK LTD ORD 7,378 7,605
    872 shares of HEARTLAND VALUE PLUS FUND 26,469 25,858
    165 shares of HENKEL KGAA ADR 6,614 11,344
    70 shares of HOME DEPOT INC. 2,477 4,330
    205 shares of HONDA MOTOR CO LTD 6,842 7,573
    126 shares of HSBC HLDGS PLC ADS 5,429 6,687
    1430 shares of ISHARES MSCI EAFE SMALL CAP INDEX FUND 59,627 58,215
    662 shares of ISHARES RUSSELL 2000 48,305 55,820
    309 shares of ISHARES SP SMALLCAP 600 GROWTH INDEX FD 23,921 25,968
    277 shares of ISHARES TRUST RUSSELL MIDCAP INDEX FUND 25,309 31,329
    140 shares of JOHNSON JOHNSON 9,213 9,814
    76 shares of JOHNSON MATTHEY PLC 4,426 5,966
    315 shares of JP MORGAN CHASE CO 12,704 13,850
    185 shares of JULIUS BAER GRUPPE AG 6,795 6,540
    100 shares of KS AG 5,112 4,641
    200 shares of KAO CORPORATION 5,119 5,184
    800 shares of KASIKORNBANK P NV DR 1,832 4,992
    15 shares of KEYENCE CORPORATION,FIRST SECTION 3,454 4,125
    151 shares of KONINKLIJKE PHILIPS ELECTRONICS 5,051 4,008
    48 shares of KRAFT FOODS GROUP, INC. 1,222 2,183
    175 shares of KUBOTA CP 6,640 10,084
    35 shares of KUEHNE NAGEL INTL 4,007 4,209
    400 shares of LAIR LIQUIDE ADR OTC 8,618 10,180
    140 shares of LOWES COMPANIES INC. 4,344 4,973
    65 shares of MCCORMICK CO 2,671 4,129
    160 shares of MERCK CO INC. 6,808 6,550
    140 shares of METLIFE INC. 5,565 4,612
    390 shares of MICROSOFT CORPORATION 10,658 10,417
    250 shares of MITSUI FUDOSAN CO LT 4,145 6,069
    145 shares of MONDELEZ INTERNATIONAL INC 3,523 3,691
    210 shares of MORGAN STANLEY 4,043 4,015
    70 shares of NASPERS LIMITED ORD 3,264 4,425
    105 shares of NATL OILWELL VARCO 7,952 7,177
    40 shares of NIKE INC-CL B 1,434 2,064
    70 shares of NORDSTROM INC 3,411 3,745
    256 shares of NOVARTIS AG ADR 14,386 16,205
    15 shares of NOVO NORDISK A S 1,900 2,448
    894 shares of NUVEEN REAL ESTATE SECURITIES F 18,022 19,013
    821 shares of OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y 29,300 28,651
    300 shares of ORACLE CORP 9,049 9,996
    365 shares of ORIGIN ENERGY LTD AD 4,798 4,479
    55 shares of PARKER HANNIFIN CP 4,131 4,678
    260 shares of PEARSON PLC 3,323 5,080
    110 shares of PEPSICO INC 6,924 7,527
    12193 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND 101,300 80,961
    36174 shares of PIMCO TOTAL RETURN FUND 388,265 406,591
    90 shares of PNC FINANCIAL GROUP INC. 5,381 5,248
    65 shares of PRAXAIR INC. 5,224 7,114
    10 shares of PRICELINE.COM INCORPORATED 6,258 6,204
    185 shares of PROCTER GAMBLE CO 12,518 12,560
    2600 shares of PT BANK RAKYAT INDONESIA ORDINARY SHARES 1,907 1,876
    140 shares of QUALCOMM INC 6,905 8,660
    660 shares of RAKUTEN INC 6,160 5,201
    432 shares of ROCHE HOLDING LTD ADR 16,965 21,816
    185 shares of SAMPO INSURANCE COMPANY LTD ORE CL A 5,859 5,939
    100 shares of SAP AKTIENGESELL ADS 5,454 8,038
    275 shares of SCOTTISH SOUTHERN ENERGY ADR 7,575 6,397
    365 shares of SIMS METAL MANAGEMENT LTD 8,391 3,599
    2050 shares of SINGTEL 10 5,022 5,535
    110 shares of SMITH NEPHEW PLC ADR 6,377 6,094
    55 shares of SPDR GOLD TR GOLD SHS 4,739 8,911
    205 shares of SPECTRA ENERGY CORP-W/I 5,687 5,613
    115 shares of SPIRAX-SARCO ENGIN 3,745 4,169
    265 shares of STANDARD BANK GROUP LIMITED 3,891 3,771
    650 shares of STATOIL ASA ADS 13,654 16,276
    295 shares of STD CHARTERED PLC SHS 8,720 7,549
    285 shares of SUBSEA 7 INC ADR 4,778 6,900
    110 shares of SYSCO CORP 3,188 3,483
    115 shares of SYSMEX CORPORATION 2,575 5,244
    249 shares of TAIWAN SEMICONDUCTOR MFG CO LTD 2,543 4,273
    370 shares of TELEVISION BRDCSTNG ORD 2,529 2,734
    120 shares of TERUMO CORPORATION,FIRST SECTION 6,571 4,739
    2406 shares of THORNBURG GLOBAL VALUE FUND CLASS I 71,990 67,588
    210 shares of TIM PARTICIPACOES S A SPONSORED ADR REPSTG PFD 5,663 4,162
    102 shares of TIME WARNER CABLE INC 4,103 9,913
    1690 shares of TINGYI CAYMAN ISLAND 4,523 4,715
    45 shares of TORAY INDUSTRIES INC 2,107 2,778
    100 shares of UMICORE SA ACT 5,263 5,535
    235 shares of UNILEVER N V N Y 6,475 9,001
    20 shares of V F CORP 2,886 3,019
    40 shares of VISA INC 3,647 6,063
    645 shares of VODAFONE GROUP PLC 17,000 16,248
    25 shares of VOSSLOH AG O.N. 3,143 2,560
    155 shares of WALT DISNEY HOLDINGS CO. 4,520 7,717
    50 shares of WATERS CORP 3,708 4,356
    130 shares of WGL HOLDINGS INC 4,559 5,095
    175 shares of WORLEYPARSONS LTD ORD F 5,769 4,277
    90 shares of ZIMMER HOLDINGS INC 5,460 5,999

    TY 2012 OtherExpensesSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:12000057
    Software Version:12.15.422.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 17,561     17,561
    Bank Charges 197 197    
    State or Local Filing Fees 10     10


    TY 2012 OtherIncomeSchedule2
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:12000057
    Software Version:12.15.422.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Foreign Tax Refund 139    


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:12000057
    Software Version:12.15.422.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 27,443 27,443    


    TY 2012 TaxesSchedule
    Name:
    The Marvin Naiman and Margery Goldman Family Foundation
    EIN: 20-3309847
    Software ID:12000057
    Software Version:12.15.422.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2012 500      
    Foreign Tax Paid 1,284 1,284