2026-08-27T14:20:04-05:00 2026-04-30 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990PF 2025-05-01 386454423 CHARLES H GERSHENSON TR UA 081077 CHAR 3134657574 39400 WOODWARD AVE 101 BLOOMFIELD HILLS MI 483045151 ALAN SCHWARTZ TRUSTEE 3134657574 2026-08-20 1 MAUREEN ASTA P01321355 2483757100 2026-08-20 2025 2025-03-06 01:10:19Z X 79186 X X 104926 104926 933588 2792758 933588 1038514 1038514 0 0 0 45047 716 44331 13600 6800 6800 29957 29957 0 2120 0 0 90724 37473 51131 3691984 3691984 3782708 37473 3743115 -2744194 1001041 964210 79186 79186 644170 0 0 1215000 0 0 2823380 79186 79186 0 0 X 0 0 0 0 2823380 79186 2823380 79186 2823380 79186 2823380 -2744194 0 79186 0 79186 PUBLICLY TRADED SECURITY P 2792753 1859170 933583 933583 CAPITAL GAINS DIVIDENDS P 5 5 5 933588 13914 0 13914 0 13914 2000 0 0 0 2000 0 11914 0 0 0 0 0 0 0 0 0 1 1 1 MI 1 0 0 0 0 1 N/A HONIGMAN LLP 2485668300 39400 WOODWARD AVE SUITE 101 BLOOMFIELD HILLS MI 483045151 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN SCHWARTZ 39400 WOODWARD AVE SUITE 101 BLOOMFIELD HILLS MI 48304 TRUSTEE 3.00 0 0 0 NONE 0 NONE 0 0 230033 2642135 0 2872168 0 0 2872168 43083 2829085 141454 141454 13914 13914 127540 0 127540 0 127540 3743115 0 3743115 127540 0 0 62075 79203 78770 8428 228476 3743115 0 0 0 127540 3615575 0 0 3844051 0 0 0 0 0 0 62075 3781976 79203 78770 8428 3615575 X JEWISH COMMUNITY CENTER 6600 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 PC TO PROMOTE YEAR AROUND PROGRAMMING FOR FAMILIES, CONTINUE TO EXPAND AND DIVERSIFY LOCAL PROGRAMS AND PROVIDE THE FINEST EVENTS AND SERVICES WHERE EVERYONE IS WELCOME REGARDLESS OF AGE, GENDER, ETHNICITY, ABILITY OR FINANCIAL STATUS. 917996 TEMPLE BETH EL 7400 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 PC GRANTS TO SUPPORT JEWISH UNITY AND ENRICH JEWISH LIFE 917996 THE UNIVERSITY OF MICHIGAN 3003 STATE STREET SUITE 9000 ANN ARBOR MI 48109 PC TO PROMOTE EDUCATION THROUGH CAPITAL GRANTS AND/OR OPERATIONAL FUNDING TO THE SCHOOL OF MUSIC, THEATRE AND DANCE, MUSCULOSKELETAL MEDICINE, AND THE UNIVERSITY MUSICAL SOCIETY, AND ACADEMIC SUPPORT FOR STUDENT ATHLETES. 927996 WAYNE STATE UNIVERSITY 5700 CASS AVENUE SUITE 3100 DETROIT MI 48202 PC TO PROMOTE EDUCATION THROUGH GRANTS AND OTHER SCHOLARLY ACTIVITIES, INCLUDING A LONG-TERM ANNUAL STUDENT SCHOLARSHIP PROGRAM (FOUR $12,500 GRANTS) TO YEARLY ATTRACT AND RETAIN FOUR HIGHLY CREDENTIALED STUDENTS TO THE LAW SCHOOL WITH AN ACCOMPANYING COMMITMENT BY THE LAW SCHOOL TO MAINTAIN SUCH SCHOLARSHIPS IN SUCCEEDING YEARS BASED UPON ACADEMIC PERFORMANCE. FUNDING FOR "PLAIN ENGLISH FOR LAWYERS" PAMPHLET PROVIDED TO ALL FIRST-YEAR LAW STUDENTS AND SUPPORT FOR MEDICAL SCHOOL PROGRAM.. 927996 3691984 0 14 104926 18 933588 0 1038514 0 1038514 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13600 6800 6800 LIST OF OFFICERS, DIRECTORS, TRUSTEES AND FOUNDATION MANAGERS: PAGE 6, PART VIII, LINE 1 MR. SCHWARTZ DOES NOT CHARGE FOR HIS TIME SPENT ATTENDING EVENTS INVOLVING THE TRUST SUCH AS AT THE UNIVERSITY OF MICHIGAN SCHOOL OF MUSIC OR THE WAYNE LAW SCHOLARSHIP AWARDS FUNCTIONS OR MEETINGS WITH BENEFICIARIES NOT INVOLVING BUSINESS MATTERS. THE TRUSTEE DECIDED TO BEGIN TERMINATING THE TRUST, BY STARTING TO DISTRIBUTE THE REMAINING ASSETS TO THE ORGANIZATIONS AS DETAILED IN PART XIV. THERE HAS BEEN NO FORMAL PLAN OF LIQUIDATION OR TERMINATION MADE. ATTORNEY FEES 45047 716 44331 INVESTMENT MANAGMENT FEES 29957 29957 0 EXCISE TAX 2120 0 0