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Nonprofit · EIN 43-1431049

GERSHMAN CHARITABLE TRUST

Tax-exempt · SAINT LOUIS, MO 63105

Financials

$269K$422K2022$429K$412K2023$303K$481K2024
Revenue Expenses · by fiscal year end
Financials of GERSHMAN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$302,703$480,589-$177,886$5,893,888$0$5,893,888
November 30, 2024990-PF$428,704$412,044$16,660$6,082,512$0$6,082,512
November 30, 2023990-PF$269,448$421,915-$152,467$6,070,351$0$6,070,351
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$130,828
Interest
$34
Net gain from sales of assets
$171,841

Expenses

Grants and similar amounts paid
$444,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$448,438
Excise tax on investment income
$3,856

Balance sheet and other

Total assets, start of year
$6,082,512
Total assets, end of year
$5,893,888
Total liabilities, end of year
$0
Net assets, end of year
$5,893,888
Fair market value of assets
$9,541,342
Qualifying distributions
$448,438
Net investment income
$302,703

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JEFFREY S GERSHMAN
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
KAREN G STERN
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
DIANE L LEVINE
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
JEFFREY S GERSHMAN
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
KAREN G STERN
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
DIANE L LEVINE
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
JEFFREY S GERSHMAN
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
KAREN G STERN
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0
DIANE L LEVINE
60 BRIGHTON WAY 3S, ST LOUIS, MO 63105
TRUSTEE1$0

Address and contacts

Address (IRS master file)
60 BRIGHTON WAY APT 3S, SAINT LOUIS, MO 63105-1630
Signed the 990-PF
DIANE L LEVINE, TRUSTEE
Phone
(314) 889-0600
Return prepared by
RUBINBROWN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
43-1431049
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
1987
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$5,893,888
Income (IRS master file)
$2,620,108

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$302,703$480,589$5,893,888XML
990-PFNovember 2024$428,704$412,044$6,082,512XML
990-PFNovember 2023$269,448$421,915$6,070,351XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––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 43-1431049).

Questions about GERSHMAN CHARITABLE TRUST

What is the EIN of GERSHMAN CHARITABLE TRUST?
The employer identification number (EIN) of GERSHMAN CHARITABLE TRUST is 43-1431049.
Is GERSHMAN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to GERSHMAN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERSHMAN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GERSHMAN CHARITABLE TRUST due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GERSHMAN CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of GERSHMAN CHARITABLE TRUST?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does GERSHMAN CHARITABLE TRUST have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $302,703, expenses of $480,589 and total assets of $5,893,888 at year end.

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