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 |
| December 31, 2023 | 990-PF | $72,882 | $94,912 | -$22,030 | $350,752 | $0 | $350,752 |
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 |
990-PF for the year ended December 31, 2023: 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 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 91-2120410).
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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