2023-11-15T17:16:39+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2022-01-01 454015653 Gemunder Family Foundation Inc GEMU 7274247652 218 E Bearss Ave STE 407 Tampa FL 33613 JOEL F GEMUNDER CHIEF EXECUTIVE OFFICER 7274247652 2023-11-15 true 999009999 Voula Spyridis P01795600 3128792000 2023-10-21 2022 2023-04-26 12:10:37Z X 29883315 X X 55949 55949 538627 537173 622870 5002727 606482 0 0 0 -30481 -33892 0 1186965 1165712 0 262746 26275 236471 60811 6081 54730 0 0 0 0 120110 8025 0 112085 112448 110943 0 1505 8644 644 0 0 0 0 0 26298 26298 257 0 0 257 591314 151968 0 431346 1175852 1175852 1767166 151968 0 1607198 -580201 1013744 0 19732 80708 80708 300806 227520 227520 0 0 0 0 0 0 0 0 0 0 0 0 0 303762 1578655 1537936 11677167 11653016 19503960 4335864 2631034 2532149 0 0 0 0 4857234 4743431 6001042 0 0 0 0 0 0 0 21494565 20914364 29883315 0 0 0 0 0 0 X 21494565 20914364 21494565 20914364 21494565 20914364 21494565 -580201 0 20914364 0 20914364 PUBLICLY TRADED SECURITIES 4939200 4396245 542955 0 542955 CAPITAL GAIN DIVIDENDS 2132 2132 0 2132 MAKENA CAPITAL SPLITTER X, LP P 61395 61395 0 61395 606482 0 14091 14091 14091 2432 0 23000 0 25432 X 508 10833 10833 0 false false false false false true true false true true DE true false false false true true N/A DAVID A GEMUNDER 7274247652 218 E Bearss Ave Ste 407 TAMPA FL 33613 false false false false true false false false false false false false false false false false false false false false false false JOEL F GEMUNDER 218 E Bearss Ave STE 407 Tampa FL 33613 CEO 1.000 0 0 0 DAVID A GEMUNDER 218 E Bearss Ave STE 407 Tampa FL 33613 EXECUTIVE DIRECTOR 30.000 262746 60811 26299 0 ERNST & YOUNG US LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 TAX COMPLIANCE AND ADVISORY SERVICES 120110 WELLS FARGO BANK NA PO BOX 6995 PORTLAND OR 972286995 INVESTMENT MANAGEMENT 110943 0 0 25434192 660217 6001042 32095451 0 32095451 481432 31614019 1580701 1580701 14091 436 14527 1566174 4182 1570356 1570356 1607198 0 0 1607198 1570356 1550188 2020 2019 2018 0 0 0 0 0 0 0 1607198 1550188 0 0 57010 0 0 0 0 0 0 1513346 0 0 0 0 0 0 0 0 JOEL F GEMUNDER CEO DAVID A GEMUNDER 218 E BEARSS AVE STE 407 TAMPA FL 33613 7274247652 LETTER TO FOUNDATION NONE GRANTS THAT WILL PROMOTE, EDUCATE, AND FOSTER THE PERPETUATION OF THE JEWISH PEOPLE. EFRAT - CRIB 1274 49TH STREET SUITE 569 Brooklyn NY 11219 PC GENERAL SUPPORT 50000 ISAAC M WISE TEMPLE 8329 RIDGE ROAD Cincinnati OH 45236 PC GENERAL SUPPORT 10000 CHICAGO CHESED FUND INC 7045 NORTH RIDGEWAY AVENUE Lincolnwood IL 60712 PC GENERAL SUPPORT 5000 THE JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD Cincinnati OH 45236 PC GENERAL SUPPORT 3500 JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1101 14TH STREET SUITE 1030 Washington DC 20005 PC PREPAYMENT OF ENTIRETY OF 2023 PLEDGE FOR JINSA GEMUNDER CENTER FOR DEFENSE AND STRATEGY 400000 JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1101 14TH STREET SUITE 1030 Washington DC 20005 PC SUPPORT FOR SOLDIERS' FUND 1000 JEWISH DISCOVERY CENTER OF OHIO 7587 CENTRAL PARKE BOULEVARD Mason OH 45040 PC SUPPORT FOR CONTINUED USE OF COMPUTERS PREVIOUSLY PROVIDED BY THE CHAI TOTS TECHNOLOGY GRANT 15000 WOOD RIVER LAND TRUST COMPANY 119 EAST BULLION STREET Hailey ID 83333 PC GENERAL SUPPORT 1000 ALPHA EPSILON PI FOUNDATION INC 8815 WESLEYAN ROAD Indianapolis IN 46268 PC GENERAL SUPPORT 5000 TOP JEWISH FOUNDATION 13009 COMMUNITY CAMPUS DRIVE Tampa FL 33625 PC DONATION TO GEMUNDER PHILANTHROPIC FUND 195000 WIKIMEDIA FOUNDATION INC 1 MONTGOMERY STREET SUITE 1600 San Francisco CA 94104 PC GENERAL SUPPORT 200 CONFERENCE OF PRESIDENTS OF MAJOR JEWISH ORGANIZATIONS FUND INC 633 THIRD AVENUE 21ST FLOOR New York NY 10017 PC FOR SUPPORT OF THE CONFERENCE'S IHRA PROJECT 25000 GREATER CINCINNATI FOUNDATION 720 EAST PETE ROSE WAY STE 120 CINCINNATI OH 45202 PC GENERAL SUPPORT 465152 1175852 0 14 55949 901101 1454 14 537173 901101 16388 18 606482 RENT REFUNDED 1 4182 MAKENA K-1 INCOME 901101 -771 1 -20752 0 PEP ASP K-1 INCOME 1 -13140 17071 1169894 0 1186965 false false false false false false false false false false ACCOUNTING FEES 120110 8025 112085 PUBLICLY TRADED SECURITIES 4939200 4396245 542955 CAPITAL GAIN DIVIDENDS 2132 2132 MAKENA CAPITAL SPLITTER X, LP 77783 77783 Amazon.com Inc 79308 75920 Apple Inc. 3.250 80111 76854 Baker Hughes LLC/CO 78041 77267 Bank of Montreal 71526 69902 Bank of Nova Scotia 79434 76987 Caterpillar Inc. 80917 78450 Comcast Corp 78866 76150 Citigroup Inc 29161 29445 Exxon Mobil Corporat 79502 77057 General Dynamics Corp 77535 76359 Home Depot Inc 220008 197958 Honeywell International 71520 69524 Intuit Inc 74220 72799 John Deere Capital 72850 71187 JPMorgan Chase & Co 201492 198312 Mastercard Inc 215242 196326 Metlife Inc. 79486 77732 Morgan Stanley 78790 75442 Paypal Holdings Inc. 76174 74268 Royal Bank of Canada 78229 76032 Sumitomo Mitsui FINL 78369 76949 Toronto-Dominion Bank 73670 72981 Toyota Motor Credit 79462 77590 Truist Bank 74956 74222 United Parcel Service 78599 77136 UnitedHealth Group 73140 71446 Westpac Banking Corp 81586 81702 Pimco High Yield Fund Institutional Shares #1018 121695 109232 Wells Fargo Utra Short Term Income Fund 0 0 Toyota Auto Receivables Owner 67145 66920 Amazon.com Inc Com 38898 35700 Amex Consumer Discr Spdr 199283 335816 Comcast Corp Class A 39347 40216 Home Depot Inc 29125 78965 Las Vegas Sands Corp Com 41256 40860 McDonalds Corp 37919 94080 Target Corp 39363 37260 Walt Disney Co 51324 41268 Altria Group Inc Com 22656 34877 Coca Cola Co 41428 72007 Kimberly Clark Corp Com 30186 54300 Pepsico Inc 60126 116706 Philip Morris International In 32245 39371 Procter & Gamble Co 36535 83661 Chevron Corp 53188 88130 Blackrock Inc 73811 180701 Financial Select Sector Spdr Fund 263824 406980 JPMorgan Chase & Co 93303 181706 PNC Financial Services Group 43285 78970 Abbvie Inc 37909 164681 Health Care Select Sector Spdr Fund 313811 624910 Johnson & Johnson 19942 52995 Merck & Co Inc New 36436 97192 Organon & Co 0 0 Pfizer Inc 59397 97663 VIATRIS INC 0 0 Boeing Co 50730 80958 Emerson Electric Co 50581 91353 Raytheon Technologies Corp 38508 40368 United Parcel Service 16183 28684 3M Co Com 57400 52405 Alphabet Inc Cl A 38446 35292 Amex Technology Select Spdr 624682 1216401 Automatic Data Processing Inc 10875 47772 Cisco Systems Inc 43502 102759 Fiserv Inc 39810 40428 Microsoft Corp 34897 307689 Nextera Energy, Inc. 37521 133760 Novartis AG - ADR Sponsored Adr 26880 50259 Communications Services Select Sector Spdr Fund 90593 104378 Ishares Russell Mid-Cap Growth 1451712 2185304 Ishares Russell Mid-Cap Value 1619141 2046756 Ishares Russell 2000 Growth ETF 857250 1099415 Ishares Select Dividend ETF 1157433 2243401 Spdr S & P 500 ETF Trust 1956347 4162751 Vanguard Dividend Appreciation 1079072 1444094 Vanguard Small Cap Value Viper 676856 910718 1578655 1537936 0 0 MAKENA CAPITAL SPLITTER X LP FMV 3674837 4213274 PRINCIPAL ENHANCED PROP ASP FD FMV 1068594 1787768 OFFICE EXPENSES 257 257 RENT REFUNDED 4182 0 MAKENA K-1 INCOME -21523 -20752 PEP ASP K-1 INCOME -13140 -13140 INVESTMENT MANAGEMENT FEES 110943 110943 0 PAYROLL SERVICE FEES 1505 0 1505 FEDERAL EXCISE TAXES 8000 0 FOREIGN TAXES PAID 644 644