2020-11-10T14:15:11-06:00 2019-12-31 ERNST & YOUNG US LLP 201 N FRANKLIN STREET SUITE 2400 TAMPA FL 33602 990PF 2019-01-01 454015653 GEMUNDER FAMILY FOUNDATION INC % DAVID A GEMUNDER GEMU 8137693533 8270 Woodland Center Boulevard Suit TAMPA FL 33614 JOEL GEMUNDER SOLE MEMBER 8132278133 2020-10-26 true melanie a mcpeak P01346034 8132254800 2020-10-21 74.132.234.225 31049020203155000000 2020-11-10 P 92C2162A5AB5497035D64FAAFA18436DE008A342 83D5331C5F78DD62101B13DFD7DEF5A0C3889B4F 2019 2021-04-22 16:20:28Z X 30469252 X 0 X 153941 153941 0 501805 501338 0 -325116 6032301 0 -86556 -63471 0 244074 591808 0 192168 96084 0 96084 45592 22796 0 22796 26061 13030 0 13031 104427 103046 0 1381 83850 35999 0 34851 24395 0 0 24395 25000 0 0 25000 23 0 0 23 501516 270955 0 217561 1318300 1318300 1819816 270955 0 1535861 -1575742 320853 0 2555 10553 10553 501605 1188275 1188275 1869634 1072329 1072779 12358142 11988317 18124587 5374139 2652535 2632100 4678560 6298532 7440958 24784635 23210541 30469252 0 0 X 24784635 23210541 24784635 23210541 24784635 23210541 24784635 -1575742 1648 23210541 23210541 PUBLICLY TRADED SECURITIES 5928830 6336786 -407956 -407956 PRINCIPAL ENHANCED PROP ASP FUND LTCG P 6822 -6822 -6822 MAKENA CAPITAL SPLITTER X, LP STCG P 13882 13882 13882 MAKENA CAPITAL SPLITTER X, LP LTCG P 81155 81155 81155 MAKENA CAPITAL SPLITTER X, LP 1231 GAIN P 8434 8434 8434 MAKENA CAPITAL SPLITTER X, LP 1256 LOSS P 13809 -13809 -13809 -325116 false 1385175 29084435 0.047626 1392533 28667016 0.048576 1384487 28038558 0.049378 1501144 27889624 0.053824 1458183 29913529 0.048747 0.248151 0.04963 29898305 1483853 3209 1487062 1535861 X 3209 3209 3209 6513 6513 X 3304 3304 false false false 0 0 0 false false true true false true true DE true false false false false true DAVID A GEMUNDER 8137693533 8270 WOODLAND CENTER BOULEVARD TAMPA FL 33614 false false false false true false false false false false false false false false false false false false false false false false JOEL F GEMUNDER 8270 Woodland Center Boulevard TAMPA FL 33614 SOLE MEMBER 1.0 0 0 0 DAVID A GEMUNDER 8270 Woodland Center Boulevard TAMPA FL 33614 EXECUTIVE DIRECTOR 30.0 192168 45592 25000 wells fargo bank na po box 6995 PORTLAND OR 972286995 investment mgmt 103046 22325241 587410 7440958 30353609 0 30353609 455304 29898305 1494915 1494915 3209 3209 1491706 1491706 1491706 1535861 0 0 0 0 1535861 3209 1532652 1491706 1429662 2017 2016 2015 0 0 0 0 0 1535861 1429662 106199 0 0 0 0 1385507 0 0 0 0 0 JOEL F GEMUNDER NA DAVID A GEMUNDER 8270 WOODLAND CENTER BLVD SUITE 130 TAMPA FL 33614 8132278133 LETTER FROM - TO FOUNDATION ADDRESS NONE GRANTS THAT WILL PROMOTE, EDUCATE, AND FOSTER THE PERPETUATION OF THE JEWISH PEOPLE. The Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 NONE PC General Support 3100 American Pharmacists Association Foundation 2215 Constitution Avenue NW Washington DC 20037 NONE PC General Support and Support of the Remington Endowment 200000 Alpha Epsilon Pi Foundation Inc 8815 Wesleyan Road Indianapolis IN 46268 NONE PC General Support 5000 Areivim Philanthropic Group Inc 729 Seventh Avenue 9th Floor New York NY 10019 NONE PC General Support 18000 EFRAT - CRIB 1274 49th Street Suite 569 Brooklyn NY 11219 NONE PC General support 50000 Chicago Chesed Fund Inc 7045 North Ridgeway Avenue Lincolnwood IL 45236 NONE PC General support 5000 Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 NONE PC General support 10000 Chabad Lubavitch of South Tampa 2511 West Swann Avenue Suite 201 Tampa FL 33609 NONE PC General Support 10000 The University of Chicago Booth School of Business 5807 South Woodlawn Avenue Chicago IL 60637 NONE PC General support 25000 The University of Chicago Booth School of Business 5807 South Woodlawn Avenue Chicago IL 60637 NONE PC Second of three installments to establish an expendable fund named The Joel F. Gemunder Fund for the Study of Energy Resources at the Energy Policy Initiative (EPIC) to support the development and launch of EPIC's Energy Resources research theme. Resources will provide support for the Shale Innovation and the Slack Time Hypothesis project. 50000 American Society for Technion 55 East 59th Street New York NY 10022 NONE PC Support for specific designated project 400000 Jewish Institute for National Security Affairs 1101 14th Street NW Suite 1030 Washington DC 20005 NONE PC Prepayment of entirety of 2020 Pledge for JINSA Gemunder Center for Defense and Strategy 375000 Jewish Institute for National Security Affairs 1101 14th Street NW Suite 1030 Washington DC 20005 NONE PC To support the Soldiers' Fund. 1000 Jewish Discovery Center of Ohio 7587 Central Parke Boulevard Mason OH 45040 NONE PC To support continued use of computers previously provided by the Chai Tots Technology Grant. 15000 The Tikvah Fund 165 East 56th Street 4th Floor New York NY 10022 none POF Support for the Gemunder Fellowship for Young Exemplars at the Jewish Leadership Conference's 2019 Conference on Jews and Conservatism. 25000 TOP Jewish Foundation 13009 Community Center Drive Tampa FL 33609 none PC Donation to Philanthropic Fund 115000 Washington Institute for Near East Policy 1111 19th Street NW Suite 500 Washington DC 20036 none PC General Support 10000 Wikimedia Foundation Inc 1 Montgomery Street Suite 1600 San Francisco CA 94104 none PC General Support 200 Wood River Land Trust Company 119 East Bullion Hailey ID 83333 none PC General Support 1000 1318300 525990 0 14 153941 525990 467 14 501338 525990 7587 18 -332703 MAKENA K-1 INCOME 525990 -23069 01 -18060 PEP ASA K-1 INCOME 01 -2618 BAM K-1 INCOME 01 -42823 IRC SECTION 965(A) INCOME 01 14 -15015 259089 244074 false false false false false false false false false false EY ACCOUNTING FEES 26061 13030 0 13031 AMERICAN EXPRESS CREDIT 0 0 AMGEN INC 215863 205478 APPLE INC 308541 300219 AT&T INC 215610 216788 CAPITAL ONE FINANCIAL CO 221388 208290 FORD MOTOR CREDIT CO LLC 0 0 GOLDMAN SACHS GROUP INC 0 0 HOME DEPOT INC 220008 213560 JPMORGAN CHASE & CO 201492 203640 MASTERCARD INC 215242 212242 MOSAIC CO 208156 213366 ORACLE CORP 0 0 PROLOGIS LP 214346 216544 UNITED HEALTHCARE GROUP INC 218170 216052 PIMCO HIGH YIELD FD SH #1018 121695 131486 WELLS FARGO UTRA ST FD 292024 294435 T ROWE PRICE FLOAT FUND #170 0 0 AMEX CONSUMER DISCR SPDR 277803 451512 HOME DEPOT INC 29125 54595 LAS VEGAS SANDS CORP COM 41256 58684 MCDONALDS CORP 37919 70547 ALTRIA GROUP INC COM 22656 38081 COCA COLA CO 41428 62656 KIMBERLY CLARK CORP COM 30186 55020 PEPSICO INC 60126 88289 PHILIP MORRIS INTERNATIONAL IN 32245 33100 PROCTER & GAMBLE CO 36535 68945 THE KRAFT HEINZ COMPANY 0 0 CHEVRON CORP 53188 59170 BLACKROCK INC 73811 128189 FIN SELECT SECTOR SPDR FD 263824 366282 JPMORGAN CHASE & CO 93303 188887 PNC FINANCIAL SERVICES GROUP 43285 79815 ABBVIE INC 37909 90222 HEALTH CARE SEL SECTOR SPDR FD 313811 468556 JOHNSON & JOHNSON 19942 43761 MERCK & CO INC NEW 38261 79672 PFIZER INC 62673 74677 AMEX INDUSTRIAL SPDR 262440 391056 BOEING CO 50730 138448 EMERSON ELECTRIC CO 50581 72523 GENERAL ELECTRIC CO 0 0 UNITED PARCEL SERVICE 16183 19315 3M CO COM 57400 77096 AMEX TECHNOLOGY SELECT SPDR 375250 715026 AUTOMATIC DATA PROCESSING INC 10875 34100 CISCO SYSTEMS INC 43502 103450 MICROSOFT CORP 34897 202329 NEXTERA ENERGY, INC. 37521 96864 NOVARTIS AG ADR SPONSORED 26880 52458 SUNCOR ENERGY INC NEW 25322 29684 TOTAL S.A. - ADR 25561 26544 COMM SERC SELECT SPDR FUND 90593 116645 ISHARES RUSSELL MID-CAP GROWTH 1451712 1994221 ISHARES RUSSELL MID-CAP VALUE 1619141 1841381 ISHARES RUSSELL 2000 GROWTH 803507 1038967 ISHARES RUSSELL 2000 VALUE ETF 807588 972065 ISHARES RUSSELL 2000 ETF 0 0 ISHARES SELECT DIVIDEND ETF 2463121 3655519 SPDR S & P 500 ETF TRUST 2126227 3986236 ISHARES MSCI EAFE ETF 0 0 1072329 1072779 MAKENA HEDGE FUNDS 3421867 3789274 PRINCIPAL ENHANCED PTY ASP FD 1169488 1428577 BAM LS FUND II EXEMPT LP 1707177 2223107 MISCELLANEOUS EXPENSES 23 0 0 23 MAKENA K-1 INCOME -41129 -18044 0 PEP ASA K-1 INCOME -2618 -2618 0 Bam K-1 income -42823 -42823 0 IRC SECTION 965(A) INCOME 14 14 0 COST BASIS ADJUSTMENT 1648 WELLS FARGO INVESTMENT FEES 103046 103046 0 0 PAYROLL SERVICE FEES 1381 0 0 1381 FOREIGN TAXES PAID 1147 1147 0 0 PAYROLL TAXES PAID 69703 34852 0 34851 FEDERAL EXCISE TAX 11500 0 0 0 FEDERAL INCOME TAX 1500 0 0 0