Charles H Gershenson Tr UA 081077
Charles H Gershenson Tr UA 081077 is a private foundation, based in Bloomfield Hills, MI. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $79K in total assets. In 2026, it awarded 4 grants totaling $3.7M. Net investment income was $1.0M.
Charles H Gershenson Tr UA 081077 at a glance
In short: Charles H Gershenson Tr UA 081077 gave $3.7M across 4 grants in 2026 (avg $923K), mostly in Michigan. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $3,691,984
- +2235.2% vs 2025
- Grants made (2026)
- 4
- +33.3% vs 2025
- Average grant
- $922,996
- +1651.4% vs 2025
- Median grant
- $922,996
- Total assets
- $79,186
- -97.2% vs 2025
- Primary geography
- Michigan (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Charles H Gershenson Tr UA 081077 funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was The University of Michigan ($928K). Together the top 4 received $3.7M.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was in the $50–100K range: 8 grants of 16 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Charles H Gershenson Tr UA 081077 gives
- Giving grew 1649% from 2023 to 2026. Method
- In 2026 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $143K (2024) to $3.7M (2026). In 2026 it made 4 grants totaling $3.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The University of Michigan Ann Arbor, MI | To promote education through capital grants and/or operational funding to the school of music, theatre and dance, musculoskeletal medicine, and the university musical society, and academic support for student athletes. | $927,996 |
| Wayne State University Detroit, MI | To promote education through grants and other scholarly activities, including a long-term annual student scholarship program (four $12,500 grants) to yearly attract and retain four highly credentialed students to the law school with an accompanying commitment by the law school to maintain such scholarships in succeeding years based upon academic performance. Funding for "plain english for lawyers" pamphlet provided to all first-year law students and support for medical school program.. | $927,996 |
| Jewish Community Center West Bloomfield, MI | To promote year around programming for families, continue to expand and diversify local programs and provide the finest events and services where everyone is welcome regardless of age, gender, ethnicity, ability or financial status. | $917,996 |
| Temple Beth El Bloomfield Hills, MI | Grants to support jewish unity and enrich jewish life | $917,996 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $79,186 | $1,038,514 | $3,782,708 | $3,691,984 | 4 | $3,743,115 | $1,001,041 | $127,540 |
| 2025 | $2,823,380 | $171,966 | $218,420 | $158,100 | 3 | $179,421 | $134,967 | $181,548 |
| 2024 | $2,869,834 | $-57,505 | $204,890 | $142,500 | 3 | $179,084 | $117,912 | $170,656 |
| 2023 | $3,133,472 | $83,742 | $311,279 | $211,100 | 3 | $255,837 | $51,451 | $177,067 |
| 2022 | $3,370,070 | $249,179 | $336,208 | $215,163 | 3 | $290,235 | $207,901 | $211,032 |
| 2021 | $3,461,577 | $280,870 | $318,907 | $212,520 | 4 | — | $240,566 | $214,530 |
| 2020 | $3,526,403 | $138,805 | $262,648 | $174,000 | 4 | — | $103,828 | $205,539 |
Under IRS private-foundation payout rules, Charles H Gershenson Tr UA 081077 reported a distributable amount of $128K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles H Gershenson Tr UA 081077 is led by Alan Schwartz, Trustee on every filing since 2025 — the only officer listed, and uncompensated.
Officers on the 2026 filing
Alan Schwartz
Trustee
On filings since 2025
3 hrs/week
No compensation reported
Former officers (1)
- Former: Maurice S. Binkow (2020–2025) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charles H Gershenson Tr UA 081077
How much does Charles H Gershenson Tr UA 081077 give each year?
Charles H Gershenson Tr UA 081077 gave $3.7M across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $158K across 3 grants.
What is Charles H Gershenson Tr UA 081077's typical grant size?
Charles H Gershenson Tr UA 081077's median grant in 2026 was $922,996, and its average grant was $922,996, across 4 grants on its 2026 IRS Form 990-PF.
Where does Charles H Gershenson Tr UA 081077 give grants?
Charles H Gershenson Tr UA 081077 gives mostly in Michigan: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.
Does Charles H Gershenson Tr UA 081077 give general operating support?
Yes: 25% of Charles H Gershenson Tr UA 081077's 2026 grants with a stated purpose (1 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Charles H Gershenson Tr UA 081077?
Charles H Gershenson Tr UA 081077 reported $79K in total assets on its 2026 IRS Form 990-PF. It paid out $3.7M in qualifying distributions that year, against a required minimum of $128K (roughly 5% of its investment assets).
What is Charles H Gershenson Tr UA 081077's EIN?
Charles H Gershenson Tr UA 081077's EIN (Employer Identification Number) is 38-6454423. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 13, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS September 10, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 27, 2026)
- IRS filings on file for fiscal years 2020–2025
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