2025-05-15T23:45:04-04:00 2024-12-31 454190519 MCLEAN & COMPANY CPAS 1392 GRAND OAKS DR CINCINNATI OH 45255 990PF 2024-01-01 872393101 GERSON FAMILY CHARITABLE TRUST GERS 5133357667 3028 BURNING TREE LANE CINCINNATI OH 45237 SHELLY SHOR GERSON TRUSTEE 5133357667 2025-05-14 true true SHIRLEY L MCLEAN P00180429 5133767601 2025-05-14 2024 2025-03-06 01:10:19Z X 1806681 X X 16940 16940 15575 15575 406367 655665 403875 438882 436390 5400 5400 5493 5493 10893 10893 0 0 0 10893 10893 0 427989 425497 267573 170171 170171 161337 582969 585604 215947 124156 1050906 644857 877296 1806681 0 X 644857 877296 644857 877296 644857 877296 644857 427989 1072846 195550 877296 US TREASURY NOTE P 2024-01-19 2024-11-30 50000 50000 US TREASURY NOTE P 2023-08-17 2024-04-30 55000 55000 APPLE P 2016-01-14 2024-05-14 25353 3296 22057 22057 MICROSOFT P 2017-07-12 2024-06-05 404285 70591 333694 333694 MORGAN STANLEY P 2016-02-05 2024-01-12 66027 17903 48124 48124 US TREASURY NOTE P 2023-08-17 2024-08-31 55000 55000 403875 5914 5914 5914 6800 6800 X 886 886 false false false false false false false true true OH true false false false false true N/A SHELLY SHOR GERSON 5133357667 6700 E BEECHLANDS DRIVE CINCINNATI OH 45237 false false false false false false false false false false false false false false false false false false false false false SHELLY SHOR GERSON 6700 E BEECHLANDS DRIVE CINCINNATI OH 45237 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1627189 192907 0 1820096 1820096 27301 1792795 89640 89640 5914 5914 83726 83726 83726 0 0 83726 85021 44237 336844 466102 83726 83726 382376 0 382376 1295 44237 336844 X MUST BE A JEWISH CHARITABLE ORGANIZATIONS OR ORGANIZATIONS THE ARE SUPPORTED BY THE JEWISH COMMUMITY. ADATH ISRAEL CONGRAGATION ADATH ISRAEL CONGRAGATION 3201 E GALBRAITH ROAD 3201 E GALBRAITH ROAD CINCINNATI OH 45236 PC GENERAL SUPPORT 15000 HADASSAH MEDICAL RELIEF HADASSAH MEDICAL RELIEF 40 WALL STREET 40 WALL STREET NEW YORK NY 100051304 PC GENERAL SUPPORT 5000 UC FOUNDATION UC FOUNDATION 51 GOODMAN DR SUITE 100 51 GOODMAN DR SUITE 300 CINCINNATI OH 45221 PC GENERAL SUPPORT 5000 AFMDA AFMDA 20 W 36TH ST SUITE 1100 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 PC GENERAL SUPPORT 5000 CAMERA CAMERA PO BOX 35040 PO BOX 35040 BOSTON MA 021350001 PC GENERAL SUPPORT 5000 CHABAD AT UC CHABAD AT UC 343 PROBASCO STR 343 PROBASCO STR CINCINNATI OH 45220 PC GENERAL SUPPORT 10000 TABLET MAGAZINE NEXT BOOK INC TABLET MAGAZINE NEXT BOOK INC PO BOX 20079 PO BOX 20079 NEW YORK NY 10001 PC GENERAL SUPPORT 3000 HILLEL JEWISH STUDENT CENTER HILLEL JEWISH STUDENT CENTER 2615 CLIFTON AVE 2615 CLIFTON AVE CINCINNATI OH 45220 PC GENERAL SUPPORT 6000 CHABAD JEWISH CENTER CHABAD JEWISH CENTER 3977 HUNT ROAD 3977 HUNT ROAD CINCINNATI OH 45236 PC GENERAL SUPPORT 4000 JEWISH FEDERATION FO CINCINNATI JEWISH FEDERAL OF CINCINNATI 8499 RIDGE ROAD 8499 RIDGE ROAD CINCINNATI OH 45236 PC GENERAL SUPPORT 6000 BIRTHRIGHT ISRAEL FOUNDATION BIRTHRIGHT FOUNDATION 711 3RD AVE STE 10 711 3RD AVE STE 10 NEW YORK NY 10017 PC GENERAL SUPPORT 5000 FRIDAY NIGHT CHABAD FRIDAY NIGHT CHABAD 720 PLUM STREET 720 PLUM STREET CINCINNATI OH 45202 PC GENERAL SUPPORT 20000 CINCINNATI PLAYHOUSE IN THE PARK CINCINNATI PLAYHOUSE IN THE PARK 926 MT ADAMS CIRCLE 926 MT ADAMS CIRCLE CINCINNATI OH 45202 PC GENERAL SUPPORT 3600 JEWISH NATIONAL FUND JEWISH NATIONAL FUND 9918 CARVER ROAD 9918 CARVER ROAD CINCINNATI OH 45242 PC ISRAEL RESILIENCE FUND 5000 CAMERA CAMERA PO BOX 35040 PO BOX 35040 BOSTON MA 021350001 PC GENERAL SUPPORT 5000 BLACK SWAMP CONSERVANCY BLACK SWAMP CONSERVANCY 13551 W STATE ROUTE 2 13551 W STATE ROUTE 2 OAK HARBOR OH 43449 PC GERERAL FUND 10000 FRIDAY NIGHT SHABBAT FRIDAY NIGHT SHABBAT 720 PLUM STREET 720 PLUM STREET CINCINNATI OH 45202 PC GENERAL FUND 20000 BLACK SWAMP BIRD OBSERVATORY BLACK SWAMP BIRD OBSERVATORY 13551 WEST STATE ROUTE 2 13551 WEST STATE ROUTE 2 OAK HARBOR OH 43449 PC GENERAL FUND 10000 PALM BEACH SYNAGOGUE PALM BEACH SYNAGOGUE 120 NORTH COUNTY ROAD 120 NORTH COUNTY ROAD PALM BEACH FL 33480 PC GENERAL SUPPORT 1450 PEF ISRAEL ENDOWMENT FUNDS INC PEF ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH 630 3RD AVE 15TH NEW YORK NY 10017 PC GENERAL SUPPORT 5000 PEF ISRAEL ENDOWMENT FUNDS INC PEF ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE 15TH 630 3RD AVE 15TH NEW YORK NY 10017 PC GENERAL SUPPORT 3000 FOUNDATION OF DENFENSE OF DEMOCRACI FOUNDATION OF DENFENSE OF DEMOCRACI 1800 M STREET NW 1800 M STREET NW WASHINGTON DC 20036 PC GENERAL SUPPORT 2000 FOUNDATION OF DEFENSE OF DEMOCRACI FOUNDATION OF DENFENSE OF DEMOCRACI 1800 M STREET NW 1800 M STREET NW WASHINGTON DC 20036 PC GENERAL SUPPORT 3000 FRIDAY NIGHT SHABBAT FRIDAY NIGHT SHABBAT 720 PLUM STREET 720 PLUM STREET CINCINNATI OH 45202 PC GENERAL SUPPORT 10000 ZIONIST ORGANIZATION OF AMERICA ZIONIST ORGANIZATION OF AMERICA 633 THIRD AVE SUITE 31-B 633 THIRD AVENUE SUITE 3 NEW YORK NY 10017 PC GENERAL FUND 3000 CENTRAL FUND OF ISRAEL CENTRAL FUND OF ISRAEL 429 CENTRAL AVE 429 CENTRAL AVE CEDARHURST NY 11516 PC GENERAL FUND 1000 JEWISH FEDERATION OF CINCINNATI JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD 8499 RIDGE ROAD CINCINNATI OH 45236 PC GENERAL FUND 6000 JEWFOLK INC JEWFOLK INC 2909 S WAYZATA BLVD 2909 S WAYZATA BLVD MINNEAPOLIS MN 55405 PC GENERAL SUPPORT 2500 JEWFOLK INC JEWFOLK INC 2909 S WAYZATA BLVD 2909 S WAYZATA BLVD MINNEAPOLIS MN 55405 PC GENERAL SUPPORT 1000 QUEEN CITY OPERA QUEEN CITY OPERA 603 HAWTHORNE AVE 603 HAWTHORNE AVE CINCINNATI OH 45205 PC GENERAL PURPOSE 3000 THE UNITED SYNAGOGUE OF CONSER THE UNITED SYNAGOGUE 3080 BROADWAY 3080 BROADWAY NEW YORK NY 10017 PC GENERAL SUPPORT 3000 ENSEMBLE THEATRE CINCINNATI ENSEMBLE THEATRE CINCINNATI 1127 VINE STREET 1127 VINE STREET CINCINNATI OH 45202 PC GENERAL SUPPORT 1000 JEWISH REVIEW OF BOOKS JEWISH REVIEW OF BOOKS PO BOX 3000 PO BOX 3000 DENVILLE NJ 07834 PC GENERAL PURPOSE 3000 JNS JNS 9450 SW GEMINI DR 9450 GEMINI DR BEAVERTON OR 97008 PC GENERAL PURPOSE 5000 195550 14 16940 14 15575 406367 32515 406367 438882 false false false false false false false false false false MCLEAN & COMPANY CPAS 5400 5400 APPLE 23024 236146 MICROSOFT 101132 814760 MORGAN STANLEY 582969 585604 CHANGE IN VALUE 195550 EXPENSES MARINER INVESTMENT ADVISORY F 5476 5476 CHARLES SCHWAB FEES 17 17