Nonprofit · EIN 91-2120410
JUDITH GERSON CHARITABLE TRUST
Tax-exempt · CLEVELAND, OH 44114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,906 | $29,425 | -$6,519 | $327,528 | $0 | $327,528 |
| December 31, 2024 | 990-PF | $70,216 | $86,792 | -$16,576 | $333,987 | $0 | $333,987 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,406
- Other income
- $1,500
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $16,815
- Disbursements for charitable purposes
- $15,417
- Excise tax on investment income
- $108
Balance sheet and other
- Total assets, start of year
- $333,987
- Total assets, end of year
- $327,528
- Total liabilities, end of year
- $0
- Net assets, end of year
- $327,528
- Fair market value of assets
- $777,413
- Qualifying distributions
- $15,417
- Net investment income
- $20,949
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH GERSON 1375 E NINTH STREET SUITE 900, CLEVELAND, OH 44114 | CO-TRUSTEE | 1 | $16,815 |
| J TALBOT YOUNG JR 1375 E NINTH STREET SUITE 900, CLEVELAND, OH 44114 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J TALBOT YOUNG JR ONE CLEVELAND CENTER 1375 EAST 9TH, CLEVELAND, OH 44115 | CO-TRUSTEE | 1 | $0 |
| JUDITH GERSON 1375 E NINTH STREET SUITE 900, CLEVELAND, OH 44114 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1375 E NINTHE STREET SUITE 900, CLEVELAND, OH 44114-0000
- In care of
- % J T YOUNG
- Signed the 990-PF
- J TALBOT YOUNG JR, CO-TRUSTEE
- Phone
- (216) 696-4200
- Return prepared by
- PNC BANK NA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-2120410
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $327,528
- Income (IRS master file)
- $22,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,906 | $29,425 | $327,528 | IRS |
| 990-PF | December 2024 | $70,216 | $86,792 | $333,987 | IRS |
| 990-PF | December 2023 | $72,882 | $94,912 | $350,752 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JUDITH GERSON CHARITABLE TRUST
- What is the EIN of JUDITH GERSON CHARITABLE TRUST?
- The employer identification number (EIN) of JUDITH GERSON CHARITABLE TRUST is 91-2120410.
- Is JUDITH GERSON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Which annual return does JUDITH GERSON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JUDITH GERSON CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JUDITH GERSON CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JUDITH GERSON CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $16,815 (JUDITH GERSON, CO-TRUSTEE).
- How much revenue does JUDITH GERSON CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,906, expenses of $29,425 and total assets of $327,528 at year end.
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