2025-11-15T13:03:02+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2024-01-01 454015653 Gemunder Family Foundation Inc GEMU 7274247652 218 E Bearss Ave STE 407 Tampa FL 33613 JOEL F GEMUNDER CHIEF EXECUTIVE OFFICER 7274247652 2025-11-15 true Voula Spyridis P01795600 3128792000 2025-11-04 2024 2025-03-06 01:10:19Z X 34540508 X X 182770 182770 537676 537203 859702 2361237 853210 0 0 0 -2177 -19146 0 1577971 1554037 0 330028 330028 76050 76050 0 0 0 0 139507 9656 0 129851 117521 115569 0 1952 10860 725 0 0 0 0 0 18820 18820 0 0 0 0 692786 125950 0 556701 1020500 1020500 1713286 125950 0 1577201 -135315 1428087 0 24872 26305 26305 705441 1011367 1011367 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1810087 1897696 1893762 10996535 10932073 24648989 2347672 2381474 2402413 0 0 0 0 4617092 4117469 4557672 0 0 0 0 0 0 0 20501699 20366384 34540508 0 0 0 0 0 0 X 20501699 20366384 20501699 20366384 20501699 20366384 20501699 -135315 0 20366384 0 20366384 PUBLICLY TRADED SECURITIES 1343270 1093468 249802 0 249802 PRINCIPAL ENHANCED PROPERTY ASP FUND P 1325815 869459 456356 0 456356 MAKENA CAPITAL SPLITTER X, LP P 147052 147052 0 147052 853210 19850 0 19850 19850 5425 0 15000 20425 X 703 128 0 false false false 0 0 0 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 true 2023 2022 true 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 1.00 0 0 0 DAVID A GEMUNDER 218 E Bearss Ave STE 407 Tampa FL 33613 EXECUTIVE DIRECTOR 30.00 330028 76050 18820 0 ERNST & YOUNG US LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 TAX COMPLIANCE AND ADVISORY SERVICES 139507 WELLS FARGO BANK NA PO BOX 6995 PORTLAND OR 972286995 INVESTMENT MANAGEMENT 115569 0 0 27787294 1079007 4557672 33423973 0 33423973 501360 32922613 1646131 1646131 19850 4301 24151 1621980 1621980 1621980 1577201 0 0 1577201 1621980 1503176 2022 2021 2020 5821 0 0 0 0 0 0 1577201 1503176 5821 0 68204 0 0 0 0 0 0 1553776 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 MWISE 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 Washington DC 20005 PC 2025 PLEDGE FOR JINSA GEMUNDER CENTER FOR DEFENDE AND STRATEGY 400000 JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1101 14TH STREET Washington DC 20005 PC SUPPORT FOR SOLDIERS' FUND 1000 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 95000 CONFERENCE OF PRESIDENTS OF MAJOR JEWISH ORGANIZATIONS FUND INC 633 THIRD AVENUE 21ST FLOOR New York NY 10017 PC SUPPORT OF EFFORTS TO COUNTER CAMPUS ANTISEMITISM 25000 AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY INC 55 EAST 59 TH STREET New York NY 10022 PC SUPPORT FOR MASST PROJECT 400000 THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS 5807 S WOODLAWN AVE CHICAGO IL 60637 PC GENERAL SUPPORT 25000 1020500 0 14 182770 901101 473 14 537203 901101 6492 18 853210 MAKENA K-1 INCOME 901101 16969 1 -18224 PEP ASA K-1 INCOME 1 -922 23934 1554037 0 1577971 false false false false false false false false false false ACCOUNTING FEES 139507 9656 129851 SEE ATTACHED ELECTION STATEMENT PUBLICLY TRADED SECURITIES 2361237 1962927 398310 PRINCIPAL ENHANCED PROPERTY ASP FUND 307848 307848 MAKENA CAPITAL SPLITTER X, L.P. 153544 153544 Ace Ina Holdings 77269 78756 Amazon.com Inc 79308 78077 American Honda Finance 80154 79786 Apple Inc. 3.250 80111 79035 Bank of Montreal 71526 75638 Bank of Nova Scotia 79434 79678 Bp Cap Markets America 99075 97903 Canadian Imperial Bank 76172 77797 Caterpillar Inc. 0 0 Comcast Corp 78866 78774 Exxon Mobil Corporat 79502 79751 General Dynamics Corp 78122 77642 Home Depot Inc 96696 97417 Honeywell International 79205 78903 Intercontinental Exchange 78325 78340 Intuit Inc 0 0 John Deere Capital 72850 76952 JPMorgan Chase & Co 74347 74975 Marsh & Mclennan Cos Inc 49255 49102 Mastercard Inc 111091 111251 Metlife Inc. 79486 79332 Meta Platforms Inc 64794 65083 Mizuho Financial Group 42273 43187 Morgan Stanley 78790 78542 Pfizer Investment Enter 59730 59473 Royal Bank of Canada 78229 78159 Southern Cal Edison 82174 81893 Sumitomo Mitsui FINL 78369 79182 Toronto-Dominion Bank 73670 78779 Toyota Motor Corp 73923 73793 Truist Bank 0 0 United Parcel Service 74002 76888 UnitedHealth Group 73140 76451 Westpac Banking Corp 81586 81874 Toyota Auto Receivables Owner 0 0 Abbvie Inc 37909 181076 Alphabet Inc Cl A 38446 75720 Altria Group Inc Com 22656 39897 Amazon.com Inc Com 38898 93241 Amex Technology Select Spdr 624682 2272883 Automatic Data Processing Inc 10875 58546 Bank of America 39919 61530 Blackrock Inc 73811 261403 Boeing Co 50730 75225 Chevron Corp 53188 71116 Cisco Systems Inc 43502 127694 Coca Cola Co 41428 70478 Comcast Corp Class A 39347 43160 Dodge & Cox Intl Stock Fund 50000 50333 Emerson Electric Co 50581 117857 Fiserv Inc 39810 82168 Health Care Select Sector Spdr Fund 313811 632822 Home Depot Inc 29125 97248 Ishares Russell 2000 Growth ETF 857250 1475078 Ishares Russell Mid-Cap Growth 1292557 2894970 Ishares Russell Mid-Cap Value 1619141 2513076 Ishares Select Dividend ETF 1157433 2442257 Johnson & Johnson 19942 43386 JPMorgan Chase & Co 93303 324807 Kimberly Clark Corp Com 30186 52416 Lockheed Martin Corp 39495 43249 McDonalds Corp 37919 103491 Merck & Co Inc New 36436 87144 Microsoft Corp 34897 540785 Nextera Energy, Inc. 37521 114704 Novartis AG - ADR Sponsored Adr 25475 53910 Pepsico Inc 60126 98231 Pfizer Inc 59397 50566 Philip Morris International In 32245 46816 PNC Financial Services Group 43285 96425 Procter & Gamble Co 36535 92543 Rtx Corp 38508 46288 Spdr S & P 500 ETF Trust 1875669 5951642 Starbucks Corp Com 39315 38781 United Parcel Service 33686 36569 UnitedHealth Group 37877 37940 Us Bank Corp 39229 52613 Vanguard Dividend Appreciation 1079072 1862343 Vanguard Small Cap Value Viper 676856 1136562 1897696 1893762 0 0 MAKENA CAPITAL SPLITTER X LP FMV 3610063 4152843 PRINCIPAL ENHANCED PROP ASP FD FMV 507406 404829 MAKENA K-1 INCOME -1255 -18224 PEP ASP K-1 INCOME -922 -922 INVESTMENT MANAGEMENT FEES 115569 115569 0 PAYROLL SERVICE FEES 1952 0 1952 FEDERAL EXCISE TAXES 10135 0 FOREIGN TAXES PAID 725 725