Nonprofit · EIN 36-7193627
DIANE M GERSHOWITZ CHARITABLE TRUST 052497
Also known as GERSHOWITZ D M & H GERSHOWITZ TTEE
Tax-exempt · PALM DESERT, CA 92260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $60,144 | $6,630 | $53,514 | $694,516 | $0 | $694,516 |
| July 31, 2024 | 990-PF | $24,143 | $5,905 | $18,238 | $641,002 | $0 | $641,002 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $14,236
- Net gain from sales of assets
- $45,823
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $825
Balance sheet and other
- Total assets, start of year
- $641,002
- Total assets, end of year
- $694,516
- Total liabilities, end of year
- $0
- Net assets, end of year
- $694,516
- Fair market value of assets
- $981,124
- Net investment income
- $65,994
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE M GERSHOWITZ 906 ANDREAS CANYON, PALM DESERT, CA 92260 | CO-TRUSTEE | 1 | $0 |
| HAROLD GERSHOWITZ 906 ANDREAS CANYON, PALM DESERT, CA 92260 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE M GERSHOWITZ 906 ANDREAS CANYON, PALM DESERT, CA 92260 | CO-TRUSTEE | 1 | $0 |
| HAROLD GERSHOWITZ 906 ANDREAS CANYON, PALM DESERT, CA 92260 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 906 ANDREAS CANYON DR, PALM DESERT, CA 92260-7206
- In care of
- % BANK OF AMERICA NT & SA
- Signed the 990-PF
- HAROLD GERSHOWITZ, CO-TRUSTEE
- Phone
- (312) 543-1131
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 36-7193627 or by the name DIANE M GERSHOWITZ CHARITABLE TRUST 052497.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 36-7193627
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $694,516
- Income (IRS master file)
- $217,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $60,144 | $6,630 | $694,516 | XML |
| 990-PF | July 2024 | $24,143 | $5,905 | $641,002 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-7193627).
Questions about DIANE M GERSHOWITZ CHARITABLE TRUST 052497
- What is the EIN of DIANE M GERSHOWITZ CHARITABLE TRUST 052497?
- The employer identification number (EIN) of DIANE M GERSHOWITZ CHARITABLE TRUST 052497 is 36-7193627.
- Is DIANE M GERSHOWITZ CHARITABLE TRUST 052497 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to DIANE M GERSHOWITZ CHARITABLE TRUST 052497 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DIANE M GERSHOWITZ CHARITABLE TRUST 052497 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DIANE M GERSHOWITZ CHARITABLE TRUST 052497 due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DIANE M GERSHOWITZ CHARITABLE TRUST 052497 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of DIANE M GERSHOWITZ CHARITABLE TRUST 052497?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DIANE M GERSHOWITZ CHARITABLE TRUST 052497 have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $60,144, expenses of $6,630 and total assets of $694,516 at year end.
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All nonprofits in PALM DESERT · California · Philanthropy, voluntarism and grantmaking foundations