GUMERLOCK FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: GUMERLOCK FAMILY FOUNDATION (EIN 36-4200084)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2022-11-15
IRS object ID: 202203199349105005
Schema version: 2021v4.2
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
Depreciation Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T12:42:39-06:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	THE O'CONNOR PARTNERSHIP LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	135 S LASALLE ST 3250	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60603	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	364200084	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GUMERLOCK FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ROBERT S GUMERLOCK	InCareOfNm
Business Name Control	GUME	BusinessNameControlTxt
Phone	6503877075	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ROBERT GUMERLOCK 964 EGAN AVE	AddressLine1Txt
City	PACIFIC GROVE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93950	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT GUMERLOCK	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	6503877075	PhoneNum
Signature	2022-11-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	GUMERLOCK	PersonLastNm

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT J PATELSKI	PreparerPersonNm
PTIN	P00295410	PTIN
Phone	3125428930	PhoneNum
Preparation	2022-11-09	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,916,463	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$29,900	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$29,900	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$20,649	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$20,649	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$20,649	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$50,549	TotalRevAndExpnssAmt
Total Net Invst Incm	$50,549	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$134	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$134	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$525	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$525	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$659	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$659	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$103,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$103,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$103,659	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$659	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$103,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$53,110	ExcessRevenueOverExpensesAmt
Net Investment Income	$49,890	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$727,751	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$674,641	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$674,641	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$628,023	OtherInvestmentsBOYAmt
Other Investments EOY	$628,023	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,241,822	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,355,774	TotalAssetsBOYAmt
Total Assets EOY	$1,302,664	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,916,463	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,355,774	RetainedEarningBOYAmt
Retained Earning EOY	$1,302,664	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,355,774	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,302,664	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,355,774	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,302,664	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,355,774	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$53,110	ExcessRevenueOverExpensesAmt
Subtotal	$1,302,664	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,302,664	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAIN DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gain Or Loss	$20,649	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$20,649	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$693	InvestmentIncomeExciseTaxAmt
Subtotal	$693	SubtotalAmt
Tax Based On Investment Income	$693	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$711	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$711	TotalPaymentsAndCreditsAmt
Es Penalty	$18	EsPenaltyAmt

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	IL	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT S GUMERLOCK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6503877075	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	964 EGAN AVE	AddressLine1Txt
City	PACIFIC GROVE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93950	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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 (4 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
PAUL LIU
11 DARYL DR	ORINDA	CA	94563	PRESIDENT, DIR	0.2	$0	$0	$0
SHOUHENG LIU GUMERLOCK
646 ERHORN AVE	MOUNTAIN VIEW	CA	94041	SECRETARY, DIR	0.2	$0	$0	$0
ROBERT S GUMERLOCK
964 EGAN AVE	PACIFIC GROVE	CA	93950	TREASURER, DIR	0.38	$0	$0	$0
KARL GUMERLOACK
101 E MIDDLEFIELD RD 1	MOUNTAIN VIEW	CA	940433869	VICE PRESIDENT, DIR	0.2	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,466,733	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$749,016	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,215,749	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,215,749	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$33,236	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,182,513	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$109,126	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$109,126	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$693	TaxBasedOnInvestmentIncomeAmt
Total Tax	$693	TotalTaxAmt
Distributable Before Adj	$108,433	DistributableBeforeAdjAmt
Distributable Before Ded	$108,433	DistributableBeforeDedAmt
Distributable As Adjusted	$108,433	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$103,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$103,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$108,433	DistributableAsAdjustedAmt
Undistributed Income PY	$102,769	UndistributedIncomePYAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$103,000	QualifyingDistributionsAmt
Applied To Year1	$102,769	AppliedToYear1Amt
Applied To Current Year	$231	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$108,202	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ROBERT S GUMERLOCK	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
EVERYBODY SOLAR
31995 DANE CT	TEMECULA	CA	92591	NONE	PUBLIC	TO HELP NONPROFITS TRANSITION TO RENEWABLE ENERGY	$26,000
JAIL GUITAR DOORS
842 N FAIRFAX AVE 2ND FLOOR	LOS ANGELES	CA	90046	NONE	PUBLIC	FOR THE GENERAL OPERATING EXPENSES OF JAIL GUITAR DOORS	$26,000
SACRED ROK
PO BOX 148	YOSEMITE	CA	95314	NONE		TO SUPPORT AT RISK YOUTH IN NATURE	$26,000
PALENKE ARTS
1713 BROADWAY AVE	SEASIDE	CA	93955	NONE		TO EDUCATE AND INSPIRE THE COMMUNITY THROUGH ARTS	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$103,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$29,900	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$20,649	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$50,549	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$50,549	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

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
NORTHERN STOCK INDEX FUND	$248,023	$791,437
NORTHERN INT'L EQUITY INDEX FD	$380,000	$450,385

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
STATE OF ILLINOIS-FEES	$25	$25
THE NORTHERN TRUST CO-FEES	$500	$500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHELD
FEDERAL EXCISE TAX	$134	$134