GUMENICK FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GUMENICK FAMILY FOUNDATION (EIN 87-3393247)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349102416
- Schema version
- 2024v5.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T12:41:55-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-08 | SignatureDt |
| 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 | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $974,495 | 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 | $372,459 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,113 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,113 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,976 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,976 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $379 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $415,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,468 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,089 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,299 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,089 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,526 | CashBOYAmt |
| Cash EOY | $4,450 | CashEOYAmt |
| Cash EOYFMV | $4,450 | CashEOYFMVAmt |
| Corporate Stock BOY | $551,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $970,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $970,045 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $568,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $974,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $974,495 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,100 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $567,130 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $974,495 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $567,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $974,495 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $974,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $567,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,072 | OtherIncreasesAmt |
| Subtotal | $974,495 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $974,495 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $185 | SubtotalAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $185 | TaxDueAmt |
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 | $626,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $642,250 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $642,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $632,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185 | TotalTaxAmt |
| Distributable Before Adj | $31,446 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,446 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,253 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,253 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,585 | UndistributedIncomePYAmt |
| Qualifying Distributions | $20,253 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,585 | AppliedToYear1Amt |
| Applied To Current Year | $7,668 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $23,778 | 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 DISTRIBUTION | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | 501 C3 GENERAL PURPOSE GRANT | $118 | |
| BLUE STAR SERVICE DOGS | ||||||
| 5520 M-36 | PICKNEY | MI | 48169 | 501 C3 GENERAL PURPOSE GRANT | $180 | |
| COMMON GROUND | ||||||
| 1410 SOUTH TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48302 | 501 C3 GENERAL PURPOSE GRANT | $250 | |
| EMILY STILLMAN FOUNDATION | ||||||
| 30057 ORCHARD LAKE ROAD | FARMINGTON HILLLS | MI | 48331 | 501 C3 GENERAL PURPOSE GRANT | $1,000 | SUITE 200 |
| FEED THE CHILDREN | ||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 73101 | 501 C3 GENERAL PURPOSE GRANT | $100 | |
| FEEDING AMERICA | ||||||
| 35 E WHACKER DR | CHICAGO | IL | 60601 | 501 C3 GENERAL PURPOSE GRANT | $100 | |
| FRIENDSHIP CIRCLE | ||||||
| 6892 W MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | 501 C3 GENERAL PURPOSE GRANT | $1,800 | |
| HILLEL INTERNATIONAL | ||||||
| 800 EIGHTH STREET | WASHINGTON | DC | 20001 | 501 C3 GENERAL PURPOSE GRANT | $1,000 | NORTHWEST |
| HOMES FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUTON | MA | 02780 | 501 C3 GENERAL PURPOSE GRANT | $1,800 | |
| JBI INTERNATIONAL | ||||||
| 110 EAST 30TH STREET | NEW YORK | NY | 10016 | 501 C3 GENERAL PURPOSE GRANT | $500 | |
| CHILDRENS HOSPITAL FOUNDATION | ||||||
| 3011 W GRAND BLVD | DETROIT | MI | 48202 | 501 C3 GENERAL PURPOSE GRANT | $250 | SUITE 218 |
| KIDS KICKING CANCER | ||||||
| 27600 NORTHWESTERN HWY | SOUTHFIELD | MI | 48034 | 501 C3 GENERAL PURPOSE GRANT | $180 | |
| LEADER DOGS FOR THE BLIND | ||||||
| 1039 S ROCHESTER ROAD | ROCHESTER HILLS | MI | 48307 | 501 C3 GENERAL PURPOSE GRANT | $500 | |
| PENRICKTON CENTER FOR BLIND CHILDRE | ||||||
| 26530 EUREKA ROAD | TAYLOR | MI | 48180 | 501 C3 GENERAL PUPROSE GRANT | $250 | |
| SHRINERS HOSPITAL | ||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | 501 C3 GENERAL PURPOSE GRANT | $125 | |
| ST JUDES CHILDREN'S RESEARCH | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501 C3 GENERAL PURPOSE GRANT | $180 | |
| UNIV MICH - GUMENICK SCHOLORSHIP FN | ||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | 501 C3 GENERAL PURPOSE GRANT | $10,000 | |
| WOUNDED WARRIOR PROJECT | ||||||
| 330 MARSHALL STREET | LANSING | MI | 48912 | 501 C3 GENERAL PURPOSE GRANT | $120 | SUITE 211 |
| YOGA MOVES MS | ||||||
| PO BOX 250144 | FRANLKIN | MI | 48025 | 501 C3 GENERAL PURPOSE GRANT | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,253 | 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 | $1,113 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,976 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,147 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,236 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,236 | 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 | $372,459 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST US TARGETE | $24,934 | 2024-12-11 |
| 1 | DIMENSIONAL ETF TRUST US EQUITY | $25,021 | 2024-12-11 |
| 1 | AT&T | $28,259 | 2024-12-10 |
| 1 | DIMENSIONAL ETF TRUST US CORE | $59,684 | 2024-12-11 |
| 1 | DIMENSIONAL ETF TRUST US SMALL C | $24,894 | 2024-12-11 |
| 1 | CONSOLIDATED EDISON | $32,879 | 2024-12-09 |
| 1 | DIMENTSIONAL ETF TRUST US MARKET | $39,388 | 2024-12-11 |
| 1 | WABTEC | $3,246 | 2024-12-10 |
| 1 | TRAVLERS COMPANIES | $9,492 | 2024-12-09 |
| 1 | COMERICA INC | $368 | 2024-01-31 |
| 1 | STARWOOD PROPERTY | $21,353 | 2024-10-29 |
| 1 | KRAFT HEINZ CO | $149 | 2024-01-31 |
| 1 | ARES CAPITAL | $23,058 | 2024-10-29 |
| 1 | UDR INC REIT | $45,451 | 2024-10-29 |
| 1 | ISHARES CORE S&P 500 ETCH | $25,033 | 2024-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LBF GROUP PLLC | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| KRAFT HEINZ CO | PURCHASE | 2024-08 | $14,702 | $15,710 | -$1,008 | |
| DIMENSIONAL ETF TRUST US | PURCHASE | 2024-05 | $27,958 | $11,940 | $16,018 | 2013-01 |
| DIMENSIONAL ETF TRUST US SMALL CAP | PURCHASE | 2024-06 | $19,829 | $10,071 | $9,758 | 2020-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER & CO INC | $429,982 | $429,982 |
| FIDELITY INVESTMENTS | $540,063 | $540,063 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISORY FEES | $3,299 | $3,299 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $14,924 |
| IRS REFUND | $28 |
| PRIOR YEAR ADJUSTMENT | $2,120 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE DAVID A GUMENICK | Desc |
| BOY Book Value | $1,100 | BOYBookValueAmt |
Comments