2023-03-27T17:56:00-05:00 2022-11-30 952694444 CONSIDINE & CONSIDINE 8989 RIO SAN DIEGO DRIVE SUITE 250 SAN DIEGO CA 921081604 990PF 2021-12-01 202016199 GEM FOUNDATION GEMF 8587200723 PO BOX 5069 KALISPELL MT 59903 KAREN MERCALDO CEO & CFO 8587200723 2023-03-21 1 KAREN MERCALDO 999009999 RICHARD HOTZ P00452784 6192311977 2023-03-21 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 2481275 X 1000000 1994 1994 60476 123220 60476 1062470 62470 0 0 0 169 0 0 2850 0 0 11069 5535 0 599 0 599 2323 0 1175 17010 5535 1774 175000 175000 192010 5535 176774 870460 56935 386917 132371 132371 1365330 2348904 2348904 2010 2010 1752247 2481275 2481275 5000 5000 5000 5000 X 0 0 0 0 1747247 2476275 1747247 2476275 1752247 2481275 1747247 870460 0 2617707 141432 2476275 SALE OF SECURITIES - S/T P 2021-12-01 2022-11-30 88820 56920 31900 31900 SALE OF SECURITIES - L/T P 2020-12-01 2022-11-30 2228 5824 -3596 -3596 CAPITAL GAINS DIVIDENDS P 32172 32172 32172 60476 791 0 791 0 791 0 0 0 0 0 35 826 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.THEGEMFOUNDATION.ORG KAREN MERCALDO 8587200723 PO BOX 5069 KALISPELL MT 59903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAREN A MERCALDO PO BOX 5069 KALISPELL MT 59903 CEO 10.00 0 0 0 DOMINIC MERCALDO 5426 SAN PATRICIO DRIVE SANTA BARBARA CA 93111 DIRECTOR 5.00 0 0 0 GIANNA M DIGIOVANNI 2153 LASALLE DRIVE WALNUT CREEK CA 94598 CFO 5.00 0 0 0 JANINE SCHOOLEY 4767 MISSION BELL LANE LA MESA CA 91941 DIRECTOR 10.00 0 0 0 NONE 0 NONE 0 0 1953573 545805 0 2499378 0 0 2499378 37491 2461887 123094 123094 791 791 122303 0 122303 0 122303 176774 0 176774 122303 0 0 3022 3022 176774 0 0 0 122303 54471 0 0 57493 0 0 0 0 0 0 0 57493 3022 54471 KAREN A MERCALDO X ACUMEN 40 WORTH STREET RM 303 NEW YORK NY 10013 NONE 501(C)(3) TO SUPPORT ORGANIZATION'S MISSION 25000 PARTNERSHIP FOR THE ADVANCEMENT OF NEW AMERICANS (PANA) 4089 FAIRMOUNT AVE SAN DIEGO CA 92105 NONE 501(C)(3) TO SUPPORT ORGANIZATION'S MISSION 25000 SAMARITAN FOUNDATION PO BOX 21003 NORTHTOWN ONTARIO CA NONE 501(C)(3) TO SUPPORT ORGANIZATION'S MISSION 100000 SHOULDER TO SHOULDER 3445 S DIXIE DR 200 DAYTON OH 45439 NONE 501(C)(3) TO SUPPORT ORGANIZATION'S MISSION 25000 175000 0 14 1994 18 60476 0 62470 0 62470 0 0 0 0 0 0 0 0 0 0 X X 1 KAREN A MERCALDO PO BOX 5069 KALISPELL MT 59903 1000000 X ACCOUNTING 2850 0 0 INVESTMENTS 2348904 2348904 LEGAL FEES 169 0 0 KAREN MERCALDO CEO 5000 5000 2017-11 0.000000000000 PROGRAM SUPPORT CASH 5000 UNREALIZED LOSS FROM INVESTMENTS 141432 INSURANCE 925 0 925 BANK CHARGES 250 0 250 MEALS 40 0 0 WEBSITE MAINTENANCE 852 0 0 DUES AND SUBSCRIPTIONS 56 0 0 DIRECT CHARITABLE FEES 200 0 0 INVESTMENT MGMT FEES 11069 5535 0