Nonprofit · EIN 95-6932392
CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND
Also known as STRUNSKY MICHAEL S CO-TTEE
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $969,549 | $1,143,378 | -$173,829 | $4,521,366 | $136,925 | $4,384,441 |
| December 31, 2023 | 990-PF | $1,114,242 | $941,872 | $172,370 | $4,584,877 | $0 | $4,584,877 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $69,798
- Interest
- $1,633
- Net rental income
- $207,489
- Net gain from sales of assets
- $87,118
- Other income
- $603,511
Expenses
- Grants and similar amounts paid
- $336,925
- Compensation of officers, directors and key employees
- $112,500
- Disbursements for charitable purposes
- $380,125
- Excise tax on investment income
- $2,868
Balance sheet and other
- Total assets, start of year
- $4,584,877
- Total assets, end of year
- $4,521,366
- Total liabilities, end of year
- $136,925
- Net assets, end of year
- $4,384,441
- Fair market value of assets
- $6,877,079
- Qualifying distributions
- $380,125
- Net investment income
- $969,549
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN STRUNSKY 101 NATOMA STREET, SAN FRANCISCO, CA 94105 | CO-TRUSTEE | 15 | $112,500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN STRUNSKY 101 NATOMA STREET, SAN FRANCISCO, CA 94105 | TRUSTEE | 15 | $225,000 |
Address and contacts
- Address (IRS master file)
- 101 NATOMA STREET, SAN FRANCISCO, CA 94105-3744
- Signed the 990-PF
- JEAN STRUNSKY, TRUSTEE
- Phone
- (415) 538-1900
- Return prepared by
- LUU & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6932392 or by the name CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 95-6932392
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,521,366
- Income (IRS master file)
- $1,291,819
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $969,549 | $1,143,378 | $4,521,366 | XML |
| 990-PF | December 2023 | $1,114,242 | $941,872 | $4,584,877 | 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 95-6932392).
Questions about CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND
- What is the EIN of CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND?
- The employer identification number (EIN) of CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND is 95-6932392.
- Is CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $112,500 (JEAN STRUNSKY, CO-TRUSTEE).
- How much revenue does CHARITABLE TRUST FBO IRA AND LEONORE GERSHWIN DESNTD PHIL FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $969,549, expenses of $1,143,378 and total assets of $4,521,366 at year end.
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