Nonprofit · EIN 38-6454423
CHARLES H GERSHENSON TR UA 081077
Tax-exempt · BLOOMFLD HLS, MI 48304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $1,038,514 | $3,782,708 | -$2,744,194 | $79,186 | $0 | $79,186 |
| April 30, 2025 | 990-PF | $171,966 | $218,420 | -$46,454 | $2,823,380 | $0 | $2,823,380 |
| April 30, 2024 | 990-PF | -$57,505 | $204,890 | -$262,395 | $2,869,834 | $0 | $2,869,834 |
| April 30, 2023 | 990-PF | $83,742 | $311,279 | -$227,537 | $3,133,472 | $0 | $3,133,472 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $104,926
- Net gain from sales of assets
- $933,588
Expenses
- Grants and similar amounts paid
- $3,691,984
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,743,115
- Excise tax on investment income
- $13,914
Balance sheet and other
- Total assets, start of year
- $2,823,380
- Total assets, end of year
- $79,186
- Total liabilities, end of year
- $0
- Net assets, end of year
- $79,186
- Fair market value of assets
- $79,186
- Qualifying distributions
- $3,743,115
- Net investment income
- $1,038,514
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN SCHWARTZ 39400 WOODWARD AVE SUITE 101, BLOOMFIELD HILLS, MI 48304 | TRUSTEE | 3 | $0 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN SCHWARTZ 39400 WOODWARD AVE SUITE 101, BLOOMFIELD HILLS, MI 48304 | TRUSTEE | 3 | $0 |
| MAURICE S BINKOW 315 E EISENHOWER PKWY SUITE 100, ANN ARBOR, MI 48108 | TRUSTEE | 3 | $0 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAURICE S BINKOW 315 E EISENHOWER PKWY SUITE 100, ANN ARBOR, MI 48108 | TRUSTEE | 3 | $0 |
990-PF for the year ended April 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAURICE S BINKOW 315 E EISENHOWER PKWY SUITE 100, ANN ARBOR, MI 48108 | TRUSTEE | 3 | $44,921 |
Address and contacts
- Address (IRS master file)
- 39400 WOODWARD AVE STE 101, BLOOMFLD HLS, MI 48304-5151
- Signed the 990-PF
- ALAN SCHWARTZ, TRUSTEE
- Phone
- (313) 465-7574
- Return prepared by
- PLANTE & MORAN PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6454423
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $79,186
- Income (IRS master file)
- $2,897,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $1,038,514 | $3,782,708 | $79,186 | XML |
| 990-PF | April 2025 | $171,966 | $218,420 | $2,823,380 | XML |
| 990-PF | April 2024 | -$57,505 | $204,890 | $2,869,834 | XML |
| 990-PF | April 2023 | $83,742 | $311,279 | $3,133,472 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-6454423).
Questions about CHARLES H GERSHENSON TR UA 081077
- What is the EIN of CHARLES H GERSHENSON TR UA 081077?
- The employer identification number (EIN) of CHARLES H GERSHENSON TR UA 081077 is 38-6454423.
- Is CHARLES H GERSHENSON TR UA 081077 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to CHARLES H GERSHENSON TR UA 081077 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES H GERSHENSON TR UA 081077 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES H GERSHENSON TR UA 081077 due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES H GERSHENSON TR UA 081077 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of CHARLES H GERSHENSON TR UA 081077?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does CHARLES H GERSHENSON TR UA 081077 have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $1,038,514, expenses of $3,782,708 and total assets of $79,186 at year end.
Other nonprofits in BLOOMFLD HLS
- WILLIAM DAVIDSON FOUNDATION EIN 20-3899187 · last filed 990-PF for 2024
- PENSKE FOUNDATION INC EIN 27-4648290 · last filed 990-PF for 2025
- CARLS FOUNDATION EIN 38-6099935 · last filed 990-PF for 2024
- THE SAMUEL AND JEAN FRANKEL FINE ARTS FOUNDATION EIN 30-0095026 · last filed 990-PF for 2024
- A ALFRED TAUBMAN FOUNDATION EIN 27-1366308 · last filed 990-PF for 2024
- HEBREW FREE LOAN ASSOCIATION EIN 38-1359260 · last filed 990 for 2025
- FALLEN & WOUNDED SOLDIERS FUND INC EIN 20-4882017 · last filed 990 for 2025
- PILCOWITZ FAMILY FOUNDATION EIN 81-4791872 · last filed 990-PF for 2024
All nonprofits in BLOOMFLD HLS · Michigan · Philanthropy, voluntarism and grantmaking foundations