GUMENICK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: GUMENICK FAMILY FOUNDATION (EIN 87-3393247)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-14
IRS object ID: 202411359349101796
Schema version: 2023v5.0
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
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-14T11:01:05-04:00	ReturnTs
Tax Period End	2023-12-31	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	2023-01-01	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	29418 WOODFIELD CT	AddressLine1Txt
City	FARMINGTON HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	483311573	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID A GUMENICK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2485536686	PhoneNum
Signature	2024-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID A	PersonFirstNm
Person Last	GUMENICK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALAN L BORSEN CPA	PreparerPersonNm
PTIN	P01293009	PTIN
Phone	2489320040	PhoneNum
Preparation	2024-05-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$568,230	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	$284,166	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$3,610	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,610	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$3,610	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$73,766	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$124,461	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$103	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,042	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$2,042	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$363,586	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,715	TotalNetInvstIncmAmt
Total Adj Net Incm	$5,654	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$2,484	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,484	LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,550	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,550	AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,541	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,541	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$5,575	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,575	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,854	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,854	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$15,429	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,575	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$9,854	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$348,157	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$5,654	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$42,273	CashBOYAmt
Cash EOY	$16,526	CashEOYAmt
Cash EOYFMV	$16,526	CashEOYFMVAmt
Corporate Stock BOY	$212,805	CorporateStockBOYAmt
Corporate Stock EOY	$551,704	CorporateStockEOYAmt
Corporate Stock EOYFMV	$551,704	CorporateStockEOYFMVAmt
Total Assets BOY	$255,078	TotalAssetsBOYAmt
Total Assets EOY	$568,230	TotalAssetsEOYAmt
Total Assets EOYFMV	$568,230	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$3,100	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,100	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$3,100	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,100	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$251,978	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$567,130	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$251,978	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$567,130	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$255,078	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$568,230	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$251,978	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$348,157	ExcessRevenueOverExpensesAmt
Subtotal	$600,135	SubtotalAmt
Other Decreases	$33,005	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$567,130	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$103	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	false	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	DAVID A GUMENICK	IndividualWithBooksNm
Phone	2485536686	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	29418 WOODFIELD CT	AddressLine1Txt
City	FARMINGTON HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	483311573	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	5.00	$0	$0	$0
JASON M GUMENICK
1053 OLIVIA AVENUE	ANN ARBOR	MI	48104	TREASURER	1.00	$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	$254,406	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$33,573	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$287,979	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$287,979	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,320	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$283,659	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,183	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$14,183	MinimumInvestmentReturnAmt
Distributable Before Adj	$14,183	DistributableBeforeAdjAmt
Distributable Before Ded	$14,183	DistributableBeforeDedAmt
Distributable As Adjusted	$14,183	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$9,854	ExpensesAndContributionsAmt
Qualifying Distributions	$9,854	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$14,183	DistributableAsAdjustedAmt
Undistributed Income PY	$8,256	UndistributedIncomePYAmt
Qualifying Distributions	$9,854	QualifyingDistributionsAmt
Applied To Year1	$8,256	AppliedToYear1Amt
Applied To Current Year	$1,598	AppliedToCurrentYearAmt
Undistributed Income CY	$12,585	UndistributedIncomeCYAmt

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	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN JEWISH JOINT DISTRIB COMM
PO BOX 4124	NEW YORK	NY	10163	501 C3 GENERAL PURPOSE GRANT	$118
COMMON GROUND
1410 SOUTH TELEGRAPH ROAD	BLOOMFIELD HILLS	MI	48302	501 C3 GENERAL PURPOSE GRANT	$250
FARMINGTON GOODFELLOWS
31455 W ELEVEN MILE ROAD	FARMINGTON HILLLS	MI	48336	501 C3 GENERAL PURPOSE GRANT	$100
FRIENDSHIP CIRCLE
6892 W MAPLE ROAD	WEST BLOOMFIELD	MI	48322	501 C3 GENERAL PURPOSE GRANT	$1,800
GREATER DET AGENCY FOR THE BLIND
26777 CENTRAL PARK BLVD	SOUTHFIELD	MI	48076	501 C3 GENERAL PURPOSE GRANT	$500	SUITE 150
HEBREW IMMIGRANT AID SOCIETY
333 7TH AVE	NEW YORK	NY	10001	501 C3 GENERAL PURPOSE GRANT	$110	16TH FLOOR
HILLEL INTERNATIONAL
800 EIGHTH STREET	WASHINGTON	DC	20001	501 C3 GENERAL PURPOSE GRANT	$1,000	NORTHWEST
HILLEL INTERNATIONAL
800 EIGHTH STREET	WASHINGTON	DC	20001	501 C3 GENERAL PURPOSE GRANT	$1,000	NORTHWEST
JEWISH HOSPICE
6555 W MAPLE ROAD	WEST BLOOMFIELD	MI	48322	501 C3 GENERAL PURPOSE GRANT	$100
JEWISH HOSPICE
6555 W MAPLE ROAD	WEST BLOOMFIELD	MI	48322	501 C3 GENERAL PURPOSE GRANT	$180
JEWISH MENS GROUP OF THE DESERT
73251 HOVLEY LANE W	PALM DESERT	CA	92260	501 C3 GENERAL PURPOSE GRANT	$36
LEADER DOGS FOR THE BLIND
1039 S ROCHESTER ROAD	ROCHESTER HILLS	MI	48307	501 C3 GENERAL PURPOSE GRANT	$180
PENRICKTON CENTER FOR BLIND CHILDRE
26530 EUREKA ROAD	TAYLOR	MI	48180	501 C3 GENERAL PUPROSE GRANT	$250
RETT SYNDROME
4500 COOPER ROAD	CINCINNATI	OH	45242	501 C3 GENERAL PURPOSE GRANT	$100	SUITE 204
SHRINERS HOSPITAL
2900 N ROCKY POINT DR	TAMPA	FL	33607	501 C3 GENERAL PURPOSE GRANT	$100
UNIVERSITY OF MICHIGAN
500 S STATE STREET	ANN ARBOR	MI	48109	501 C3 GENERAL PURPOSE GRANT	$3,600
VARIETY THE CHILDRENS CHARITY
600 SOUTH ADAMS ROAD	BIRMINGHAM	MI	48009	501 C3 GENERAL PURPOSE GRANT	$180	STE 230
WOUNDED WARRIOR PROJECT
330 MARSHALL STREET	LANSING	MI	48912	501 C3 GENERAL PURPOSE GRANT	$100	SUITE 211
YOGA MOVES MS
PO BOX 250144	FRANLKIN	MI	48025	501 C3 GENERAL PURPOSE GRANT	$150

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,854	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	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,610	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$73,766	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	NON DIVIDEND DISTRIBUTION	Desc
Related Or Exempt Function Incm	$2,042	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$79,420	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$79,420	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	$284,166	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	DIMENSIONAL ETF TRUST US TARGETE	$49,647	2023-12-06
1	VERIZON WIRELESS	$29,305	2023-12-19
1	DIMENSIONAL ETF TRUST US CORE	$62,017	2023-12-06
1	DIMENTSIONAL ETF TRUST US MARKET	$88,704	2023-12-06
1	COMERICA INC	$34,943	2023-12-19
1	KRAFT HEINZ CO	$15,253	2023-12-19
1	UDR INC REIT	$4,297	2023-12-19

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$1,550	Amt
Net Investment Income	$1,550	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
DIMENSIONAL ETF TRUST US MARKETWIDE	2013-01	PURCHASE	2023-12	$23,447	$11,459	$11,988
DIMENSIONAL ETF TRUST US TARGETED		PURCHASE	2023-12	$27,771	$16,499	$11,272
RAYONIER INC REIT	2022-12	PURCHASE	2023-12	$31	$33	-$2
CMS ENERGY		PURCHASE	2023-12	$2,717	$2,779	-$62
RAYONIER INC REIT		PURCHASE	2023-12	$3,149	$3,146	$3
CMS ENERGY	2002-05	PURCHASE	2023-12	$57,821	$13,617	$44,204
RAYONIER INC REIT	1994-03	PURCHASE	2023-12	$1,818	$361	$1,457
RTX CORPORATION	1994-11	PURCHASE	2023-12	$2,756	$513	$2,243
CITIGROUP INC		PURCHASE	2023-12	$3,400	$2,000	$1,400
RAYONIER INC REIT		PURCHASE	2023-12	$1,448	$288	$1,160

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
OPPENHEIMER & CO INC	$217,557	$217,557
FIDELITY INVESTMENTS	$334,147	$334,147

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Legal Fees	$2,484	LegalFeesAmt
Net Investment Income	$2,484	NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSSES	Desc
Amt	$33,005	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES	$1,485	$1,485
OFFICE EXPENSES	$56	$56

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	NON DIVIDEND DISTRIBUTION	Desc
Revenue And Expenses Per Books	$2,042	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$2,042	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	LOAN PAYABLE DAVID A GUMENICK	Desc
BOY Book Value	$3,100	BOYBookValueAmt
EOY Book Value	$1,100	EOYBookValueAmt

GUMENICK FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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