Diane M Gershowitz Charitable Trust 052497
Diane M Gershowitz Charitable Trust 052497 is a private foundation, based in Palm Desert, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $695K in total assets. Net investment income was $59K.
Key facts about Diane M Gershowitz Charitable Trust 052497
- EIN
- 36-7193627
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $694,516
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$695K
+8.3% YoY
Revenue
$60K
+149.1% YoY
Net Investment Income
$59K
+146.5% YoY
Expenses
$7K
+12.3% YoY
Under IRS private-foundation payout rules, Diane M Gershowitz Charitable Trust 052497 reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
How Diane M Gershowitz Charitable Trust 052497 gives
- Giving grew 94% from 2020 to 2023. Method
- In 2023 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $25K (2020) to $55K (2021). In 2023 it made 1 grant totaling $48K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $694,516 | $641,002 | $622,764 |
| Revenue | $60,144 | $24,143 | $39,449 |
| Expenses | $6,630 | $5,905 | $53,906 |
| Qualifying Distributions | — | — | $48,329 |
| Net Investment Income | $59,364 | $24,085 | $25,367 |
| Distributable Amount | $48,119 | $40,441 | $41,474 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 13, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 25, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 15, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Diane M Gershowitz Charitable Trust 052497's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Diane M. Gershowitz
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Harold Gershowitz
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Diane M Gershowitz Charitable Trust 052497
How large is Diane M Gershowitz Charitable Trust 052497?
Diane M Gershowitz Charitable Trust 052497 reported $695K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $60K.
Where does Diane M Gershowitz Charitable Trust 052497 operate?
Diane M Gershowitz Charitable Trust 052497 has awarded grants in Wisconsin.
How much is Diane M Gershowitz Charitable Trust 052497 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Diane M Gershowitz Charitable Trust 052497 reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Diane M Gershowitz Charitable Trust 052497's EIN?
Diane M Gershowitz Charitable Trust 052497's EIN (Employer Identification Number) is 36-7193627. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Diane M Gershowitz Charitable Trust 052497 by hand.
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