GEMUNDER FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEMUNDER FAMILY FOUNDATION INC (EIN 45-4015653)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202113179349101501
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T14:26:20-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N FRANKLIN STREET SUITE 2400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454015653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEMUNDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID A GEMUNDER | InCareOfNm |
| Business Name Control | GEMU | BusinessNameControlTxt |
| Phone | 8137693533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8270 Woodland Center Blvd Suite 130 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL F GEMUNDER | PersonNm |
| Person Title | Managing manager | PersonTitleTxt |
| Phone | 8132278133 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL F | PersonFirstNm |
| Person Last | GEMUNDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | melanie a mcpeak | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 8132254800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,170,003 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89,999 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,999 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $488,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $488,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,152,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,112 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$59,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$41,119 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $716,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $724,457 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,085 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $96,043 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $96,042 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,119 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $29,560 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,560 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,482 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,741 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,741 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,822 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,911 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,911 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,935 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,470 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,233 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $35,042 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,130 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $20,130 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,939 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,939 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $536,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $299,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,160,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,160,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,696,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $299,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,395,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$980,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $424,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,553 | CashBOYAmt |
| Cash EOY | $14,800 | CashEOYAmt |
| Cash EOYFMV | $14,800 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,188,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,176 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,072,329 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $620,624 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $632,771 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,988,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,677,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,824,486 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,652,535 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,279,352 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,330,904 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,298,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,577,449 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,306,866 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,210,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,229,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,170,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,210,541 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,229,579 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,210,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,229,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,210,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,229,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,210,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$980,962 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,229,579 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,229,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,940,457 | $4,965,588 | -$25,131 | -$25,131 | |
| MAKENA CAPITAL SPLITTER X, LP STCG | $26,476 | $26,476 | $26,476 | P | |
| MAKENA CAPITAL SPLITTER X, LP LTCG | $63,488 | $63,488 | $63,488 | P | |
| PRINCIPAL ENHANCED PROPERTY ASP FUND LTCG | $30,684 | $30,684 | $30,684 | P | |
| MAKENA CAPITAL SPLITTER X, LP 1231 GAIN | $1,284 | $1,284 | $1,284 | P | |
| MAKENA CAPITAL SPLITTER X, LP 1256 GAIN | $28,911 | $28,911 | $28,911 | P | |
| GAIN ON DISPOSITION OF PSHIP INTEREST | $61,400 | $61,400 | $61,400 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,112 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,900 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,900 | SubtotalAmt |
| Tax Based On Investment Income | $5,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,304 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,304 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,404 | OverpaymentAmt |
| Applied To ES Tax | $3,404 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A GEMUNDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8137693533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8270 WOODLAND CENTER BOULEVARD | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOEL F GEMUNDER | ||||||||
| 8270 Woodland Center Blvd Suite 130 | TAMPA | FL | 33614 | SOLE MEMBER | 1.0 | $0 | $0 | $0 |
| DAVID A GEMUNDER | ||||||||
| 8270 Woodland Center Blvd Suite 130 | TAMPA | FL | 33614 | EXECUTIVE DIRECTOR | 30.0 | $192,085 | $59,119 | $11,939 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| wells fargo bank na | |||||
| po box 6995 | PORTLAND | OR | 972286995 | investment mgmt | $100,750 |
| Ernst & Young US LLP | |||||
| PO BOX 640382 | PITTSBURGH | PA | 152640382 | Accounting | $71,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,741,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $402,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,932,808 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,076,841 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,076,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $436,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,640,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,432,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,432,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,900 | TotalTaxAmt |
| Distributable Before Adj | $1,426,134 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,426,134 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,426,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,395,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,395,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,395,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,426,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,385,507 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,395,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,385,507 | AppliedToYear1Amt |
| Applied To Current Year | $9,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,416,606 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL F GEMUNDER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A GEMUNDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8270 WOODLAND CENTER BLVD SUITE 130 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8132278133 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FROM - TO FOUNDATION ADDRESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS THAT WILL PROMOTE, EDUCATE, AND FOSTER THE PERPETUATION OF THE JEWISH PEOPLE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Jewish Federation of Cincinnati | |||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | General Support | $3,500 |
| Alpha Epsilon Pi Foundation Inc | |||||||
| 8815 Wesleyan Road | Indianapolis | IN | 46268 | NONE | PC | General Support | $5,000 |
| EFRAT - CRIB | |||||||
| 1274 49th Street Suite 569 | Brooklyn | NY | 11219 | NONE | PC | General support | $50,000 |
| Chicago Chesed Fund Inc | |||||||
| 7045 North Ridgeway Avenue | Lincolnwood | IL | 45236 | NONE | PC | General support | $5,000 |
| Isaac M Wise Temple | |||||||
| 8329 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | General support | $10,000 |
| The University of Chicago Booth School of Business | |||||||
| 5807 South Woodlawn Avenue | Chicago | IL | 60637 | NONE | PC | General support | $25,000 |
| The University of Chicago Booth School of Business | |||||||
| 5807 South Woodlawn Avenue | Chicago | IL | 60637 | NONE | PC | Third of three installments to establish an expendable fund named The Joel F. Gemunder Fund for the Study of Energy Resources at the Energy Policy Initiative (EPIC) to support the development and launch of EPIC's Energy Resources research theme. Resources will provide support for the Shale Innovation and the Slack Time Hypothesis project. | $50,000 |
| American Society for Technion | |||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | PC | Support for specific designated project | $400,000 |
| Jewish Institute for National Security Affairs | |||||||
| 1101 14th Street NW Suite 1030 | Washington | DC | 20005 | NONE | PC | Prepayment of entirety of 2020 Pledge for JINSA Gemunder Center for Defense and Strategy | $375,000 |
| Jewish Institute for National Security Affairs | |||||||
| 1101 14th Street NW Suite 1030 | Washington | DC | 20005 | NONE | PC | To support the Soldiers' Fund. | $1,000 |
| Jewish Discovery Center of Ohio | |||||||
| 7587 Central Parke Boulevard | Mason | OH | 45040 | NONE | PC | To support continued use of computers previously provided by the Chai Tots Technology Grant. | $15,000 |
| TOP Jewish Foundation | |||||||
| 13009 Community Center Drive | Tampa | FL | 33609 | NONE | PC | Donation to Philanthropic Fund | $195,000 |
| Wikimedia Foundation Inc | |||||||
| 1 Montgomery Street Suite 1600 | San Francisco | CA | 94104 | none | PC | General Support | $200 |
| Wood River Land Trust Company | |||||||
| 119 East Bullion | Hailey | ID | 83333 | NONE | PC | General Support | $1,000 |
| Conference of Presidents of Major Jewish Orgs Fund | |||||||
| 633 Third Avenue | New York | NY | 10017 | NONE | PC | For the support of the conferences IHRA project | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,160,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,999 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $295 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $488,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,163 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $187,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| MAKENA K-1 INCOME | 525990 | -$17,890 | 01 | -$20,849 |
| PEP ASA K-1 INCOME | 01 | -$1,693 | ||
| BAM K-1 INCOME | 01 | -$18,577 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,432 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $724,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,025 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EY ACCOUNTING FEES | CategoryTxt |
| Amt | $71,822 | Amt |
| Net Investment Income | $35,911 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,911 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC | ||
| APPLE INC | ||
| AT&T INC | ||
| CAPITAL ONE FINANCIAL CO | $221,388 | $204,666 |
| HOME DEPOT INC | $220,008 | $219,306 |
| JPMORGAN CHASE & CO | $201,492 | $210,270 |
| MASTERCARD INC | $215,242 | $219,154 |
| MOSAIC CO | ||
| PROLOGIS LP | ||
| UNITED HEALTHCARE GROUP INC | ||
| PIMCO HIGH YIELD FD SH #1018 | $121,695 | $132,068 |
| WELLS FARGO UTRA ST FD | $4,299,527 | $4,345,440 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMEX CONSUMER DISCR SPDR | $277,803 | $578,808 |
| HOME DEPOT INC | $29,125 | $66,405 |
| LAS VEGAS SANDS CORP COM | $41,256 | $50,660 |
| MCDONALDS CORP | $37,919 | $76,605 |
| ALTRIA GROUP INC COM | $22,656 | $31,283 |
| COCA COLA CO | $41,428 | $62,079 |
| KIMBERLY CLARK CORP COM | $30,186 | $53,932 |
| PEPSICO INC | $60,126 | $95,802 |
| PHILIP MORRIS INTERNATIONAL IN | $32,245 | $32,205 |
| PROCTER & GAMBLE CO | $36,535 | $76,805 |
| CHEVRON CORP | $53,188 | $41,465 |
| BLACKROCK INC | $73,811 | $183,993 |
| FIN SELECT SECTOR SPDR FD | $263,824 | $350,812 |
| JPMORGAN CHASE & CO | $93,303 | $172,180 |
| PNC FINANCIAL SERVICES GROUP | $43,285 | $74,500 |
| ABBVIE INC | $37,909 | $109,186 |
| HEALTH CARE SEL SECTOR SPDR FD | $313,811 | $521,824 |
| JOHNSON & JOHNSON | $19,942 | $47,214 |
| MERCK & CO INC NEW | $38,261 | $71,657 |
| PFIZER INC | $59,397 | $70,160 |
| AMEX INDUSTRIAL SPDR | ||
| BOEING CO | $50,730 | $90,976 |
| EMERSON ELECTRIC CO | $50,581 | $76,432 |
| UNITED PARCEL SERVICE | $16,183 | $27,786 |
| 3M CO COM | $57,400 | $76,383 |
| AMEX TECHNOLOGY SELECT SPDR | $681,046 | $1,426,970 |
| AUTOMATIC DATA PROCESSING INC | $10,875 | $35,240 |
| CISCO SYSTEMS INC | $43,502 | $96,526 |
| MICROSOFT CORP | $34,897 | $285,365 |
| NEXTERA ENERGY, INC. | $37,521 | $123,440 |
| NOVARTIS AG ADR SPONSORED | $26,880 | $52,314 |
| SUNCOR ENERGY INC NEW | ||
| TOTAL S.A. - ADR | ||
| COMM SERC SELECT SPDR FUND | $90,593 | $146,769 |
| ISHARES RUSSELL MID-CAP GROWTH | $1,451,712 | $2,683,271 |
| ISHARES RUSSELL MID-CAP VALUE | $1,619,141 | $1,883,933 |
| ISHARES RUSSELL 2000 GROWTH | $857,250 | $1,469,338 |
| ISHARES RUSSELL 2000 VALUE ETF | ||
| ISHARES SELECT DIVIDEND ETF | $1,157,433 | $1,789,140 |
| SPDR S & P 500 ETF TRUST | $2,126,227 | $4,630,504 |
| VANGUARD DIVIDEND APPRECIATION | $1,079,072 | $1,342,527 |
| VANGUARD SMALL CAP VALUE VIPER | $676,856 | $815,574 |
| VIATRIS INC | $3,269 | $4,423 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $620,624 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $632,771 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAKENA HEDGE FUNDS | AT COST | $3,405,778 | $3,912,783 |
| PRINCIPAL ENHANCED PTY ASP FD | AT COST | $1,171,671 | $1,394,083 |
| BAM LS FUND II EXEMPT LP | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,482 | LegalFeesAmt |
| Net Investment Income | $1,741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,741 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAKENA K-1 INCOME | -$38,739 | -$20,849 | $0 |
| PEP ASA K-1 INCOME | -$1,693 | -$1,693 | $0 |
| Bam K-1 income | -$18,577 | -$18,577 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WELLS FARGO INVESTMENT FEES | $100,465 | $100,484 | $0 | $0 |
| PAYROLL SERVICE FEES | $1,470 | $0 | $0 | $1,470 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $1,191 | $1,191 | $0 | $0 |
| PAYROLL TAXES PAID | $70,084 | $35,042 | $0 | $35,042 |
| FEDERAL INCOME TAX | $2,000 | $0 | $0 | $0 |