Civic Intelligence

Gershman Foundation (Formerly Gershman Charitable Trust)

990PF • Fiscal year 2021 • EIN 43-1431049

Dec 01, 2020 to Nov 30, 2021 • Filed on Mar 02, 2023

60 Brighton Way No 3 SSaint Louis, MO 63105

(314) 889-0600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$6,347,835

No earlier filing loaded for comparison.

Net Assets

$6,347,835

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$424,371

No earlier filing loaded for comparison.

Expenses

$525,711

No earlier filing loaded for comparison.

Net Income

-$101,340

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $6,347,835Liabilities 2021: $0Net Assets 2021: $6,347,8352021Assets 2022: $6,225,635Liabilities 2022: $0Net Assets 2022: $6,225,6352022Assets 2023: $6,070,351Liabilities 2023: $0Net Assets 2023: $6,070,3512023Assets 2024: $6,082,512Liabilities 2024: $0Net Assets 2024: $6,082,5122024

Highlighted filing

2021

Assets$6,347,835
Liabilities$0
Net Assets$6,347,835

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2021: $424,371Expenses 2021: $525,711Net Income 2021: -$101,3402021Revenue 2022: $313,210Expenses 2022: $435,410Net Income 2022: -$122,2002022Revenue 2023: $269,448Expenses 2023: $421,915Net Income 2023: -$152,4672023Revenue 2024: $428,704Expenses 2024: $412,044Net Income 2024: $16,6602024

Highlighted filing

2021

Revenue$424,371
Expenses$525,711
Net Income-$101,340
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Mar 2, 2023
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY S GERSHMANTrustee-$0--
KAREN G STERNTrustee-$0--
DIANE L LEVINETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH FEDERATION OF ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$125,000
Paid GrantDOORWAYSGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$45,000
Paid GrantBARNES JEWISH HOSPITAL FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$27,000
Paid GrantEVANS SCHOLARS FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCGLENVIEW, IL, US$25,000
Paid GrantSITEMAN CANCER CENTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$25,000
Paid GrantTHE UNIVERSITY OF WISCONSIN FOUNDATION FOR THE JEFFREY'S GERSHMAN GRADGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCMADISON, WI, US$25,000
Paid GrantNATIONAL COUNCIL OF JEWISH WOMENGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$18,000
Paid GrantFOREST PARK FOREVERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$12,000
Paid GrantST LOUIS ART MUSEUMGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$12,000
Paid GrantST LOUIS SYMPHONY ORCHESTRAGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$11,500
Paid GrantAMERICAN CANCER SOCIETYGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantCANCER SUPPORT GROUPGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantCOLLEGE BOUNDGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantCOMMUNITY TRANSITION PROGRAMGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCPORTLAND, OR, US$10,000
Paid GrantKORNBLUM JEWISH FOOD PANTYGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantMAKE A WISH FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCBALLWIN, MO, US$10,000
Paid GrantPLANNED PARENTHOODGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCWASHINGTON, DC, US$10,000
Paid GrantST JUDE CHILDRENS HOSPITALGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantUNIVERSITY OF WISCONSIN FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCMADISON, WI, US$10,000
Paid GrantAMERICAN CIVIL LIBERTIES UNION OF MISSOURIGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantAUTISM SPEAKSGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantEAST CAROLINA UNIVERSITY CHANCELLOR FUNDGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCGREENVILLE, NC, US$5,000
Paid GrantFOCUS ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantFRIENDS OF BERRIEN CO ANIMAL CONTROLGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCBENTON HARBOR, MI, US$5,000
Paid GrantFRIENDS OF KIDS WITH CANCERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantJEWISH COMMUNITY CENTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantJOHN BURROUGHS SCHOOLGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantST LOUIS ARCGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantAMERICAN LUNG ASSOCIATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCCLAYTON, MO, US$5,000
Paid GrantALS ASSOCIATION KENTUCKY CHAPTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCLOUISVILLE, KY, US$5,000
Paid GrantINTERNATIONAL INSTITUTE OF ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$2,500
Paid GrantNINE NETWORKGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$2,500
Paid GrantNPR ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$2,500
Paid GrantDARE TO CARE FOOD BANKGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCLOUISVILLE, KY, US$2,000
Paid GrantMUNY OPERAGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$2,000
Paid GrantOPERA THEATRE OF SAINT LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$2,000
Paid GrantMEREDITH BERKOWITZ IRR SPECIAL NEEDS TRUSTGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCSKILLMAN, NJ, US$2,000
Paid GrantWALK MSGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,395
Paid GrantFRIENDS OF ST LOUIS UNIVERSITY LIVER CENTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCCHESTERFIELD, MO, US$1,000
Paid GrantPARKINSONS FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,000
Paid GrantTHE SCHOLARSHIP FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,000
Paid GrantALLIANCE FRANCAISE DE STLGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,000
Paid GrantWINGS OF HOPE INCGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCCHESTERFIELD, MO, US$655
Paid GrantSAFE CONNECTIONSGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$535
Paid GrantLEUKEMIA & LYMPHOMA SOCIETYGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$520
Paid GrantLITTLE BIT FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCBRENTWOOD, MO, US$495
Paid GrantPEDAL THE CAUSEGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCOLIVETTE, MO, US$400
Paid GrantLUPUS FDN - HEARTLAND CHAPTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$380
Filing and Contact Details

Filer

Filer Name
Gershman Foundation
EIN
43-1431049
Phone
3148890600
Address
60 BRIGHTON WAY NO 3 S, SAINT LOUIS, MO 63105

Signing Officer

Name
Diane L Levine
Title
Trustee
Phone
3143300186
Signed
2023-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Timothy L Kendrick
Phone
3142903300
Raw XML AppendixShowing 400 of 701 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03038
AppliedToPriorYearElection/ElectionDesc0THE TRUSTEES OF THE FOUNDATION ELECT UNDER 53.4942(A)-3(D)(2) TO APPLY EXCESS QUALIFYING DISTRIBUTIONS FROM TAX YEAR 2019 TO TAX UNDISTRIBUTED INCOME FROM TAX YEAR 2018.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORE FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02022527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02042313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01097949
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SMALL & MID CAP CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SMALL & MID CAP STRATEGIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16FRIENDS OF ST LOUIS UNIVERSITY LIVER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17INTERNATIONAL INSTITUTE OF ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18JEWISH COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19JEWISH FEDERATION OF ST LOUIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22LEUKEMIA & LYMPHOMA SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26MUNY OPERA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28NINE NETWORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30PARKINSONS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36ST LOUIS ARC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37ST LOUIS ART MUSEUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39THE SCHOLARSHIP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40UNIVERSITY OF WISCONSIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41WALK MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42WINGS OF HOPE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43AMERICAN LUNG ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44ALS ASSOCIATION KENTUCKY CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45ALLIANCE FRANCAISE DE STL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46MEREDITH BERKOWITZ IRR SPECIAL NEEDS TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47NPR ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48THE UNIVERSITY OF WISCONSIN FOUNDATION FOR THE JEFFREY'S GERSHMAN GRAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
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