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Jerome And Dolores Zuckerman Gewirtz Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$31.4k (2024)

Expenses
$44.2k (2024)

Total Assets
$796k (2024)

Total Liabilities
$60.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,363
Expenses
$44,231
Net Income
-$12,868
Net Assets
$735,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,022
28.8%
Dividends $24,632
78.5%
Sales of Assets -$2,539
Other Income $248
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,170
81.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $796,083
Total Liabilities $60,412
Net Assets $735,671
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,705
Expenses
$45,770
Net Income
-$19,065
Net Assets
$748,539
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,864
33.2%
Dividends $25,246
94.5%
Sales of Assets -$7,405
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,560
84.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $823,102
Total Liabilities $74,563
Net Assets $748,539
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,227
Expenses
$44,778
Net Income
-$11,551
Net Assets
$767,604
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,940
26.9%
Dividends $27,590
83.0%
Sales of Assets -$3,709
Other Income $406
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,000
84.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $825,050
Total Liabilities $57,446
Net Assets $767,604
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,579
Expenses
$41,578
Net Income
-$1,999
Net Assets
$779,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,015
22.8%
Dividends $27,485
69.4%
Sales of Assets $2,785
7.0%
Other Income $294
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,250
80.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $907,904
Total Liabilities $128,749
Net Assets $779,155
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,515
Expenses
$50,186
Net Income
-$11,671
Net Assets
$781,154
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,164
23.8%
Dividends $25,363
65.9%
Sales of Assets $3,789
9.8%
Other Income $199
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,000
81.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,027,173
Total Liabilities $246,019
Net Assets $781,154
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,379
Expenses
$60,501
Net Income
-$24,122
Net Assets
$792,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,112
30.5%
Dividends $24,787
68.1%
Sales of Assets $264
0.7%
Other Income $216
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,250
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $981,857
Total Liabilities $189,032
Net Assets $792,825
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,600
Expenses
$56,080
Net Income
-$19,480
Net Assets
$816,947
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,757
26.7%
Dividends $25,752
70.4%
Sales of Assets -$2,839
Other Income $3,930
10.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,000
87.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $817,676
Total Liabilities $729
Net Assets $816,947
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,089
Expenses
$51,565
Net Income
$11,524
Net Assets
$836,427
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,654
9.0%
Dividends $26,940
42.7%
Sales of Assets $24,822
39.3%
Other Income $5,673
9.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,350
89.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $892,208
Total Liabilities $55,781
Net Assets $836,427
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,222
Expenses
$48,020
Net Income
-$10,798
Net Assets
$824,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $112
0.3%
Dividends $32,736
87.9%
Sales of Assets $0
Other Income $4,374
11.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,500
78.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $939,940
Total Liabilities $115,037
Net Assets $824,903
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,622
Expenses
$236,801
Net Income
-$183,179
Net Assets
$835,701
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $175
0.3%
Dividends $33,196
61.9%
Sales of Assets $20,492
38.2%
Other Income -$241
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,256
94.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $835,701
Total Liabilities $0
Net Assets $835,701
Compensation
Key Employees and Officers Compensation Other
Diane E Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$205,144
Expenses
$249,181
Net Income
-$44,037
Net Assets
$1,018,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,314
2.6%
Dividends $33,652
16.4%
Sales of Assets $160,021
78.0%
Other Income $6,157
3.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $222,170
89.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,018,880
Total Liabilities $0
Net Assets $1,018,880
Compensation
Key Employees and Officers Compensation Other
Barbara G Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,105
Expenses
$196,426
Net Income
-$101,321
Net Assets
$1,062,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,178
5.4%
Dividends $38,688
40.7%
Sales of Assets $51,929
54.6%
Other Income -$690
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,285
85.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,062,917
Total Liabilities $0
Net Assets $1,062,917
Compensation
Key Employees and Officers Compensation Other
Barbara G Lifton Esq (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,930
Expenses
$156,492
Net Income
-$121,562
Net Assets
$1,164,237
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,823
16.7%
Dividends $37,748
> 100%
Sales of Assets $0
Other Income -$4,004
Notable Expenses Percent of Total Expenses
Charitable Disbursements $130,888
83.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,164,238
Total Liabilities $1
Net Assets $1,164,237

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,798
Expenses
$118,771
Net Income
-$66,973
Net Assets
$1,285,799
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,385
14.3%
Dividends $32,902
63.5%
Sales of Assets $19,103
36.9%
Other Income -$7,592
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,650
75.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,285,800
Total Liabilities $1
Net Assets $1,285,799

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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