Civic Intelligence

Gershman Foundation (Formerly Gershman Charitable Trust)

990PF • Fiscal year 2025 • EIN 43-1431049

Dec 01, 2024 to Nov 30, 2025

Organization Profile
60 Brighton Way 3SSaint Louis, MO 63105

(314) 889-0600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

Assets$6,082,512
Liabilities$0
Net Assets$6,082,512
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$428,704
Expenses$412,044
Net Income$16,660
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Feb 26, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer PayScore unavailable

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 GrantDOORWAYSGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$50,000
Paid GrantJEWISH FEDERATION OF ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$40,000
Paid GrantJOHN BURROUGHS SCHOOLGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$35,000
Paid GrantAMERICAN CIVIL LIBERTIES UNION OF MISSOURIGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$26,000
Paid GrantCENTRAL REFORM CONGREGATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$25,000
Paid GrantSITEMAN CANCER CENTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$25,000
Paid GrantTHE FOUNDATION FOR BARNES-JEWISH HOSPITALGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$15,000
Paid GrantNINE PBSGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$12,500
Paid GrantAMERICAN HEART ASSOCIATION ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantAMERICAN RED CROSS GREATER ST LOUIS CHAPTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantCANCER SUPPORT COMMUNITY GREATER ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantCRESTON SCHOOLGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCPORTLAND, OR, US$10,000
Paid GrantEVANS SCHOLARS FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCGLENVIEW, IL, US$10,000
Paid GrantHABITAT FOR HUMANITY ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantHARVEY KORNBLUM JEWISH FOOD PANTRYGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantJEFFREY GERSHMAN GRADUATE STUDENT FUND (UNIVERSITY OF WISCONSIN)GENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCMADISON, WI, US$10,000
Paid GrantMAKE-A-WISH FOUNDATION OF MISSOURI & KANSASGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCBALLWIN, MO, US$10,000
Paid GrantNATIONAL COUNCIL OF JEWISH WOMEN ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantPLANNED PARENTHOOD ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantST JUDES CHILDREN'S RESEARCH HOSPITALGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCMEMPHIS, TN, US$10,000
Paid GrantST LOUIS PUBLIC RADIOGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantST LOUIS SYMPHONY ORCHESTRAGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantURBAN LEAGUE OF METROPOLITAN ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$10,000
Paid GrantWESLEYAN UNIVERSITYGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCMIDDLETOWN, CT, US$10,000
Paid GrantFOCUS ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantFOREST PARK FOREVERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantHABITAT FOR NEIGHBORHOOD BUSINESSGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantHUMANE SOCIETY OF MISSOURIGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantSAINT LOUIS ART MUSEUMGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$5,000
Paid GrantCORNERSTONE CENTER FOR EARLY LEARNINGGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$4,000
Paid GrantST LOUIS COMMUNITY FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$4,000
Paid GrantUNITED WAY OF GREATER ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$4,000
Paid GrantJAZZ ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$3,500
Paid GrantFRIENDS OF BERRIEN COUNTY ANIMAL SERVICESGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCBENTON HARBOR, MI, US$2,500
Paid GrantOPERA THEATRE OF SAINT LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$2,500
Paid GrantTHE MUNYGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$2,500
Paid GrantROAST & TOAST FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCBOONTON, NJ, US$2,000
Paid GrantALLIANCE FRANCAISE DE ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,000
Paid GrantFRIENDS OF THE SAINT LOUIS UNIVERSITY LIVER CENTERGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCCHESTERFIELD, MO, US$1,000
Paid GrantINTERNATIONAL INSTITUTE OF ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,000
Paid GrantPARKINSON'S FOUNDATIONGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCNEW YORK, NY, US$1,000
Paid GrantTHE SCHOLARSHIP FOUNDATION OF ST LOUISGENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,000
Paid GrantWILLIAM GREENLEAF ELIOT SOCIETY (WASHINGTON UNIVERSITY IN ST LOUIS)GENERAL FUNDING FOR ORGANIZATION'S ACTIVITIESPCST LOUIS, MO, US$1,000
Filing and Contact Details

Filer

Filer Name
Gershman Foundation
EIN
43-1431049
Phone
3148890600
Address
60 BRIGHTON WAY 3S, SAINT LOUIS, MO 63105

Signing Officer

Name
Diane L Levine
Title
Trustee
Phone
3143300186
Signed
2026-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Mindy G Krueger
Phone
3142903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26UNITEDHEALTH GROUP INC (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ASHTEAD GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COPART INC (CPRT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOWMET AEROSPACE INC (HWM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NORTHROP GRUMMAN CORP (NOC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31QUANTA SERVICES INC (PWR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TRANSUNION (TRU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34APPLIED MATERIALS (AMAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BROADCOM INC (AVGO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CADENCE DESIGN SYSTEMS INC (CDNS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FORTINET INC (FTNT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MOTOROLA SOLUTIONS INC (MSI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NVIDIA CORP (NVDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PALO ALTO NETWORKS INC (PANW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SERVICENOW INC (NOW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CRH PLC (CRH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HEIDELBERG MATERIALS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AMEREN CORP (AEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHRS MSCI EAFE IND FD (EFA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49OW LARGE CAP STRATEGIES FD (OWLSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BESSEMER SWEEP PROGRAM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LIVE NATION ENTERTMNT INC (LYV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DOLLARAMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MONCLER SPA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54BJ'S WHOLESALE CLUB HOLDIN (BJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55US FOODS HOLDING CORP (USFD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NASDAQ INC. (NDAQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57RYAN SPECIALTY HOLDINGS INC (RYAN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TRADEWEB MARKETS INC (TW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59COOPER COS INC/THE (COO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60IDEXX LABS CORP (IDXX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MEDPACE HOLDING (MEDP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STERIS PLC (STE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STRAUMANN HOLDING AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64API GROUP CORP (APG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65BWX TECHNOLOGIES INC (BWXT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66CARLISLE COS (CSL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67CLEAN HARBORS INC (CLH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CORE & MAIN INC (CNM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69EQUIFAX INC (EFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SAIA INC COM (SAIA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71UL SOLUTIONS INC (ULS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73BENTLEY SYSTEMS INC (BSY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CDW CORP/DE (CDW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75KEYSIGHT TECHNOLOGIES INC (KEYS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MANHATTAN ASSOCIATES INC (MANH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NRG ENERGY INC (NRG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UTILITIES SELECT SECT SPDR (XLU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79OW SMALL & MIDCAP STRAT FD (OWSMX)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0130828
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0171841
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt034
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0302703
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0302703
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03938
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03938
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07875
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0171841
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0444500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0444500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0130828
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0130828
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-177886
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02489246
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0171841
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0277419
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020714
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0632
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0448438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0480589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0302703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0302703
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03938
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02317405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2171798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2171798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02314462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2171798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LITIGATION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0171841
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-177886
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010738
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05904626
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06082512
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05893888
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0450161
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0450161
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0450161
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0454017
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03856
IRS990PF/DistributableAmountGrp/TotalTaxAmt03856
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03856
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03856
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03856
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000
IRS990PF/FMVAssetsEOYAmt09541342
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06082512
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05893888
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04848
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03081
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02099222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03937386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03945049
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07592503
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01945758
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01945758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06082512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05893888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09541342
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06082512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05893888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06082512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05893888
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09218619
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0300315
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08918304
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0138279
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0454017
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09080340
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09218619
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY S GERSHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN G STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIANE L LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt060 BRIGHTON WAY 3S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt160 BRIGHTON WAY 3S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt260 BRIGHTON WAY 3S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ST LOUIS

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.43$0.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.27$0.42$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.31$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.42$0.53$0.10