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.
Diane M Gershowitz Charitable Trust 052497 at a glance
- Total assets
- $694,516
- +8.3% vs 2024
- Revenue (2025)
- $60,144
- +149.1% vs 2024
- Net investment income (2025)
- $59,364
- +146.5% vs 2024
- Expenses (2025)
- $6,630
- +12.3% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Diane M Gershowitz Charitable Trust 052497 funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Community Foundation Milwaukee, WI | Support for the Milwaukee Jewish Community | $48,329 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $694,516 | $60,144 | $6,630 | — | — | — | $59,364 | $48,119 |
| 2024 | $641,002 | $24,143 | $5,905 | — | — | — | $24,085 | $40,441 |
| 2023 | $622,764 | $39,449 | $53,906 | $48,329 | 1 | $48,329 | $25,367 | $41,474 |
| 2022 | $638,099 | $16,253 | $54,782 | $47,897 | 1 | $47,897 | $8,456 | $48,329 |
| 2021 | $677,248 | $36,882 | $63,269 | $55,428 | 1 | — | $28,070 | $47,897 |
| 2020 | $392,200 | $13,840 | $32,215 | $24,976 | 1 | — | $21,579 | $55,428 |
| 2019 | $425,560 | $26,195 | $33,188 | $26,444 | 1 | — | $18,894 | $24,976 |
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.
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.
Data update history
(8)
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
Live grants for the work Diane M Gershowitz Charitable Trust 052497 funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Diane M Gershowitz Charitable Trust 052497's focus areas in our free grants database
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