GERSON FAMILY CHARITABLE TRUST

Cite this

Plain text GERSON FAMILY CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2021–2024. https://furp.org/org/gerson-family-charitable-trust-872393101. Retrieved 2026-10-27.

APA furp.org. (n.d.). GERSON FAMILY CHARITABLE TRUST [Nonprofit organization profile; tax years 2021–2024]. Retrieved October 27, 2026, from https://furp.org/org/gerson-family-charitable-trust-872393101

MLA “GERSON FAMILY CHARITABLE TRUST.” furp.org, tax years 2021–2024, https://furp.org/org/gerson-family-charitable-trust-872393101. Accessed 27 Oct. 2026.

Retrieved 2026-10-27; covers tax years 2021–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $439K · expenses $11K · assets $877K

EIN
87-2393101
Address
3028 BURNING TREE LN, CINCINNATI, OH 45237-1716
NTEE code
T90
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
March 2022 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 1 person listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Shelly Shor Gerson TRUSTEE2021-2024 0 $0 reported 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHELLY SHOR GERSON TRUSTEE0 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHELLY SHOR GERSON TRUSTEE0 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHELLY SHOR GERSON TRUSTEE0 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHELLY SHOR GERSON TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 34 grants to organizations · $196K
2023 · 21 grants to organizations · $209K
2022 · 22 grants to organizations · $124K
2021 · 5 grants to organizations · $118K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$438,882$10,893 $877,296$877,296 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$475,687$213,789 $644,857$644,857 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$53,924$7,971 $1,445,744$1,445,744 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,117,285$119,459 $2,042,114$2,042,114 $1,984,669- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HENDRIX CHARITABLE FOUNDATIONOHT90 $331,059$121,653 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
FRANK E MURPHY CHARITABLE FOUNDATIONOHT90 $609,012$5,954 Trustee$0 Same NTEE code T90, revenue within 2x, same state
DAVID W EDWARD CHARITABLE FUNDOHT90 $392,876$258,276 TRUSTEE$26,377 Same NTEE code T90, revenue within 2x, same state
THE TOM H AND ANNE H JENKINS CHARITABLE TROHT90 $416,628$324,130 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
ANN D BLACK CHARITABLE REMAINDER TR 20 102020221580OHT90 $258,820$266,460 TRUSTEE$42,359 Same NTEE code T90, revenue within 2x, same state
WENTZ FAMILY FOUNDATIONOHT90 $286,886$165,235 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
BETAGOLE FAMILY FOUNDATION INCOHT90 $272,712$304,382 DIRECTOR/PRESIDENT/CHAIRMA$0 Same NTEE code T90, revenue within 2x, same state
JOHN W MANSON TRUST KEY TRUST CO TRUSTEEOHT90 $257,985$124,873 TRUSTEE$21,127 Same NTEE code T90, revenue within 2x, same state
HEALEY LIDDLE FAMILY FOUNDATIONOHT90 $356,557$204,738 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
HELEN STAMBAUGH CHARITABLE FUND FILING AS ESTATE UNDER SECTION 645OHT90 $402,803$387,266 TRUSTEE$67,422 Same NTEE code T90, revenue within 2x, same state
RYALS FAMILY FOUNDATION NO 1OHT90 $282,560$163,523 TRUSTEE$31,340 Same NTEE code T90, revenue within 2x, same state
GEORGE C MATTHES TRUST 20-242000921601OHT90 $384,563$583,065 TRUSTEE$60,416 Same NTEE code T90, revenue within 2x, same state
GLADYS M FRIANT TRUST UW 04641-007OHT90 $500,510$254,025 TRUSTEE$51,286 Same NTEE code T90, revenue within 2x, same state
ROBERT E FELLERS AND LEONA L FELLERS FOUNDATION TRUSTOHT90 $236,822$269,121 TRUSTEE$41,583 Same NTEE code T90, revenue within 2x, same state
PAT AND ALAN SPITZER FAMILY FOUNDATIONOHT90 $844,989$194,481 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
ELROY J KULAS TR NO 2 CLEVELAND TRUST CO TTEEOHT90 $282,186$261,019 TRUSTEE$7,318 Same NTEE code T90, revenue within 2x, same state
RICHARD B MESSER TR UW FBO PENNOCK HOSPITAL 07570-005OHT90 $266,568$146,884 TRUSTEE$33,801 Same NTEE code T90, revenue within 2x, same state
TKBW FOUNDATIONOHT90 $258,367$399,079 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
TR U I V WILL HELEN MEYER - FLOHT90 $441,141$283,824 TRUSTEE$30,055 Same NTEE code T90, revenue within 2x, same state
HENRY AND LOUISE TIMKEN FOUNDATIONOHT90 $517,204$429,110 DIRECTOR$0 Same NTEE code T90, revenue within 2x, same state
RALPH R AND GRACE B JONES FOUNDATIONOHT90 $301,254$536,472 TRUSTEE$14,000 Same NTEE code T90, revenue within 2x, same state
CLAUDE AND ROSE GORSELINE MEMORIAL FUNDOHT90 $305,242$220,591 TRUSTEE$37,001 Same NTEE code T90, revenue within 2x, same state
HUSSAIN FOUNDATIONOHT90 $727,653$253,969 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
ROWLAND FOUNDATIONOHT90 $260,852$114,202 TREASURER$0 Same NTEE code T90, revenue within 2x, same state
KLAUS FOUNDATION INCOHT90 $418,450$140,828 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$430,0001 12017–2017 HEADWATERS CHARITABLE TR
DONOR ADVISED CHARITABLE GIVING DAF sponsor$37,2503 12022–2024 COPPERLEAF CHARITABLE FOUNDATION INC
NORTHERN OHIO GOLF CHARITIES FOUNDATION INC Private foundation$25,0001 12020–2020 WENTZ FAMILY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$20,4003 12021–2024 COPPERLEAF CHARITABLE FOUNDATION INC
TULSA COMMUNITY FOUNDATION DAF sponsor$20,0001 12013–2013 HEADWATERS CHARITABLE TR
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$17,1002 12023–2024 COPPERLEAF CHARITABLE FOUNDATION INC
COMMUNITY FOUNDATION OF THE NORTHERN ALLEGHENIES DAF sponsor$9,0001 12015–2015 HEADWATERS CHARITABLE TR
THE PITTSBURGH FOUNDATION DAF sponsor$5,0501 12020–2020 HEADWATERS CHARITABLE TR
MORGAN STANLEY FOUNDATION INC Private foundation$1,5001 12024–2024 JULIA EVANS REED CHARITABLE TRUST
THE WATERTABLE TRUST Private foundation$1,0511 12025–2025 AHMANSON CHARITABLE COMMUNITY TR
AMAZONSMILE FOUNDATION Private foundation$3262 12022–2023 COPPERLEAF CHARITABLE FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $10,893 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $5,493 50.4%
Fees: accounting $5,400 49.6%
Total$10,893100%

View the filing

2023 · Form 990PF · $213,789 spent · pay $0 · grants $208,584 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $208,584 97.6%
Other expenses $5,205 2.4%
Total$213,789100%

View the filing

2022 · Form 990PF · $7,971 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $5,271 66.1%
Fees: accounting $2,700 33.9%
Total$7,971100%

View the filing

2021 · Form 990PF · $119,459 spent · pay $0 · grants $118,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $118,000 98.8%
Other expenses $1,459 1.2%
Total$119,459100%

View the filing

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