Diane M Gershowitz Charitable Trust 052497

Gershowitz D M & H Gershowitz Ttee

Palm Desert, CA
Tax-exempt since Aug. 1998
EIN: 36-7193627

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Type of Nonprofit

Designated as a 501(c)(3) 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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$24.1k (2024)

Expenses

$5.91k (2024)

Total Assets

$641k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 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 July
2024

Revenue

$24,143

Expenses

$5,905

Net Income

$18,238

Net Assets

$641,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,472	47.5%
Sales of Assets	$12,671	52.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$641,002
Total Liabilities	$0
Net Assets	$641,002

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on June 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending July
2023

Revenue

$39,449

Expenses

$53,906

Net Income

-$14,457

Net Assets

$622,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,200	30.9%
Interest Revenue	$0
Dividends	$12,186	30.9%
Sales of Assets	$15,063	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,329	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	$622,764
Total Liabilities	$0
Net Assets	$622,764

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on Sept. 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$16,253

Expenses

$54,782

Net Income

-$38,529

Net Assets

$638,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,489	76.8%
Sales of Assets	$3,764	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,897	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	$638,099
Total Liabilities	$0
Net Assets	$638,099

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on March 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2021

Revenue

$36,882

Expenses

$63,269

Net Income

-$26,387

Net Assets

$677,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,761	37.3%
Sales of Assets	$23,121	62.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,428	87.6%
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	$677,248
Total Liabilities	$0
Net Assets	$677,248

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on June 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2020

Revenue

$13,840

Expenses

$32,215

Net Income

-$18,375

Net Assets

$392,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,210	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,976	77.5%
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	$392,200
Total Liabilities	$1
Net Assets	$392,199

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on June 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2019

Revenue

$26,195

Expenses

$33,188

Net Income

-$6,993

Net Assets

$425,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,248	46.8%
Sales of Assets	$13,947	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,444	79.7%
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	$425,560
Total Liabilities	$0
Net Assets	$425,560

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on Dec. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2018

Revenue

$17,208

Expenses

$32,857

Net Income

-$15,649

Net Assets

$432,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,686	67.9%
Sales of Assets	$5,522	32.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,933	78.9%
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	$432,553
Total Liabilities	$0
Net Assets	$432,553

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on Dec. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2017

Revenue

$11,130

Expenses

$57,679

Net Income

-$46,549

Net Assets

$448,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,868	> 100%
Sales of Assets	-$738
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,174	88.7%
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	$448,202
Total Liabilities	$0
Net Assets	$448,202

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on Jan. 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2016

Revenue

-$9,959

Expenses

$8,215

Net Income

-$18,174

Net Assets

$495,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,900
Interest Revenue	$0
Dividends	$12,990
Sales of Assets	-$24,849
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$950	11.6%
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	$495,496
Total Liabilities	$0
Net Assets	$495,496

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on March 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2015

Revenue

$47,607

Expenses

$33,996

Net Income

$13,611

Net Assets

$513,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,236	97.1%
Sales of Assets	$1,371	2.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,230	68.3%
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	$513,670
Total Liabilities	$0
Net Assets	$513,670

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2014

Revenue

$397,181

Expenses

$53,237

Net Income

$343,944

Net Assets

$500,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$115	0.0%
Interest Revenue	$0
Dividends	$18,299	4.6%
Sales of Assets	$378,767	95.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,036	77.1%
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	$500,761
Total Liabilities	$0
Net Assets	$500,761

Compensation

Key Employees and Officers	Compensation	Other
Diane M Gershowitz (Co Trustee)	$0	$0
Harold Gershowitz (Co Trustee)	$0	$0

990-PF

Filed on Dec. 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending July
2013

Revenue

$40,141

Expenses

$3,923

Net Income

$36,218

Net Assets

$156,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,141	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,610	66.5%
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	$156,817
Total Liabilities	$0
Net Assets	$156,817

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2012

Revenue

$20,017

Expenses

$24,826

Net Income

-$4,809

Net Assets

$120,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,679	98.3%
Sales of Assets	$0
Other Income	$338	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,302	93.9%
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	$120,599
Total Liabilities	$0
Net Assets	$120,599

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Diane M Gershowitz Charitable Trust 052497

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $24.1k (2024)

Expenses $5.91k (2024)

Total Assets $641k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Revenue

$24.1k (2024)

Expenses

$5.91k (2024)

Total Assets

$641k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

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2005

Fiscal Year Ending July
2004

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2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001