GUMENICK FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GUMENICK FAMILY FOUNDATION (EIN 87-3393247)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-29
- IRS object ID
- 202601809349101105
- Schema version
- 2025v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-29T11:41:15-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381859464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBF GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6960 ORCHARD LAKE RD STE 120 | AddressLine1Txt |
| City | WEST BLOOMFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873393247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUMENICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUME | BusinessNameControlTxt |
| Phone | 2485536686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1053 OLIVIA AVE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON M GUMENICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2485536686 | PhoneNum |
| Signature | 2026-06-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN L BORSEN CPA | PreparerPersonNm |
| PTIN | P01293009 | PTIN |
| Phone | 2489320040 | PhoneNum |
| Preparation | 2026-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $125,972 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,753 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,753 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,753 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,637 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,637 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $439,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,055,372 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $781 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $589,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,171 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,390 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,192 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,192 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,600 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,868 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,186,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,186,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,196,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,186,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$606,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,390 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,450 | CashBOYAmt |
| Corporate Stock BOY | $970,045 | CorporateStockBOYAmt |
| Total Assets BOY | $974,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $974,495 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $974,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $974,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $974,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$606,846 | ExcessRevenueOverExpensesAmt |
| Subtotal | $367,649 | SubtotalAmt |
| Other Decreases | $367,649 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $781 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $202 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $202 | SubtotalAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $185 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $185 | TotalPaymentsAndCreditsAmt |
| Tax Due | $17 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JASON GUMENICK | IndividualWithBooksNm |
| Phone | 7346785423 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1053 OLIVIA | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A GUMENICK | ||||||||
| 29418 WOODFIELD COURT | FARMINGTON HILLS | MI | 48331 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JASON M GUMENICK | ||||||||
| 1053 OLIVIA AVENUE | ANN ARBOR | MI | 48104 | TREASURER | 2.00 | $0 | $0 | $0 |
| LYNNE GUMENICK NEWMAN | ||||||||
| 8840 HUNTINGTON ROAD | HUNTINGTON WOODS | MI | 48070 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $774,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $790,032 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $790,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $778,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202 | TotalTaxAmt |
| Distributable Before Adj | $38,707 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,707 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,707 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,186,020 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,186,020 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,778 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,186,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,778 | AppliedToYear1Amt |
| Applied To Current Year | $38,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,123,535 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,123,535 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,123,535 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,123,535 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | 501 C3 GENERAL PURPOSE GRANT | $250 | |
| KIDS KICKING CANCER | |||||||
| 27600 NORTHWESTERN HWY | SOUTHFIELD | MI | 48034 | PC | 501 C3 GENERAL PURPOSE GRANT | $250 | |
| KENNETH E LEWIS MEMORIAL FUND | |||||||
| 6960 ORCHARD LK RD | WEST BLOOMFIELD | MI | 48322 | PC | 501 C3 GENERAL PURPOSE GRANT | $250 | SUITE 120 |
| SEEDLINGS BRAILE BOOKS | |||||||
| 14151 FARMINGTON RD | LIVONIA | MI | 48154 | PC | 501 C3 GENERAL PURPOSE GRANT | $250 | |
| PENRICKTON CENTER FOR BLIND CHILDRE | |||||||
| 26530 EUREKA ROAD | TAYLOR | MI | 48180 | PC | 501 C3 GENERAL PUPROSE GRANT | $500 | |
| COMMON GROUND | |||||||
| 1410 SOUTH TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48302 | PC | 501 C3 GENERAL PURPOSE GRANT | $500 | |
| JBI INTERNATIONAL | |||||||
| 110 EAST 30TH STREET | NEW YORK | NY | 10016 | PC | 501 C3 GENERAL PURPOSE GRANT | $1,000 | |
| JEWISH HOSPICE & CHAPLAINCY | |||||||
| 6555 W MAPLE RD | WEST BLOOMFIELD TWSP | MI | 48322 | PC | 501 C3 GENERAL PURPOSE GRANT | $1,000 | |
| YAD EZRA | |||||||
| 2850 W ELEVEN MILE RD | BERKLEY | MI | 48072 | PC | 501 C3 GENERAL PURPOSE GRANT | $1,000 | |
| FRIENDSHIP CIRCLE | |||||||
| 6892 W MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | PC | 501 C3 GENERAL PURPOSE GRANT | $1,800 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUTON | MA | 02780 | PC | 501 C3 GENERAL PURPOSE GRANT | $3,600 | |
| HILLEL INTERNATIONAL | |||||||
| 800 EIGHTH STREET | WASHINGTON | DC | 20001 | PC | 501 C3 GENERAL PURPOSE GRANT | $4,300 | NORTHWEST |
| DAG PHILANTHROPIC FUND - JEWISH FOU | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | PC | 501 C3 GENERAL PURPOSE GRANT | $5,445 | SUITE 30 |
| UNIV MICH - GUMENICK SCHOLARSHIP FN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | PC | 501 C3 GENERAL PURPOSE GRANT | $5,445 | |
| UNITED JEWISH FOUNDATION | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | PC | 501 C3 GENERAL PURPOSE GRANT | $14,000 | SUITE 30 |
| UNIV MICH - GUMENICK SCHOLARSHIP FN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | PC | 501 C3 GENERAL PURPOSE GRANT | $230,990 | |
| UNITED JEWISH FOUNDATION | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | PC | 501 C3 GENERAL PURPOSE GRANT | $231,440 | SUITE 30 |
| UNITED JEWISH FOUNDATION | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | PC | 501 C3 GENERAL PURPOSE GRANT | $342,000 | SUITE 30 |
| UNIV MICH - DONOR ADVISED FUND | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | PC | 501 C3 GENERAL PURPOSE GRANT | $342,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,186,020 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,753 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,637 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $439,472 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $463,862 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $463,862 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID GUMENICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29418 WOODFIELD CT | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,972 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LBF GROUP PLLC | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $4,600 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED - OPPENHEIMER 42173 | 2025-10 | PURCHASE | 2025-01 | $130,729 | $137,068 | -$6,339 |
| SEE ATTACHED - OPPENHEIMER 42173 | 2025-10 | PURCHASE | 2021-01 | $177,006 | $156,418 | $20,588 |
| SEE ATTACHED - OPPENHEIMER 42173 | 2025-10 | PURCHASE | 2021-01 | $1,765 | $1,805 | -$40 |
| SEE ATTACHED - OPPENHEIMER 42173 | 2025-10 | PURCHASE | 2021-01 | $45,659 | $44,678 | $981 |
| DIMEN ETF - US CORE | 2025-10 | PURCHASE | 2021-01 | $269,617 | $92,859 | $176,758 |
| DIMEN ETF - US EQUITY | 2025-10 | PURCHASE | 2021-01 | $27,531 | $10,960 | $16,571 |
| DIMEN ETF - US MKTWIDE | 2025-10 | PURCHASE | 2021-01 | $123,535 | $49,850 | $73,685 |
| DIMEN ETF - US SMALL CAP | 2025-10 | PURCHASE | 2020-04 | $141,957 | $64,232 | $77,725 |
| DIMEN ETF - US TARGETED | 2025-10 | PURCHASE | 2021-01 | $84,161 | $37,883 | $46,278 |
| ISHARES CORE S&P | 2025-10 | PURCHASE | 2018-12 | $52,631 | $20,147 | $32,484 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm |
|---|
| OPPENHEIMER & CO INC |
| FIDELITY INVESTMENTS |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL FUNDS WERE CONTRIBUTED TO OTHER NON PROFIT FUNDS | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,192 | LegalFeesAmt |
| Net Investment Income | $2,192 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) ADJ | $367,279 |
| TAXES PAID | $370 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISORY FEES | $3,862 | $3,862 |
| BANK FEES | $6 | $6 |
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