AUMdb

Charles H Gershenson Tr Ua 081077

EIN 386454423 · 501(c)(3) · Private foundation · Bloomfld Hls, MI · recognized 2009

Assets
$3.7M
Revenue
$172K
Expenses
$218K
Investment income
$135K

Form 990 fiscal year ended 04/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Alan Schwartz Trustee $0 $0
Maurice S Binkow Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
04/30/2025 $3.7M $172K $218K 990 990PF · obj 202522539349100507 IRS ↗
04/30/2024 $3.6M $-57.5K $205K 990 990PF · obj 202510709349100716 IRS ↗