Charles Phyllis Gottlieb Memorial

PENNINGTON, NJ EIN: 75-6591323

Charles Phyllis Gottlieb Memorial is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $139K. Net investment income was $134K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

-0.6% YoY

Annual Giving

$139K

-51.9% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$139K

-3.7% YoY

Under IRS private-foundation payout rules, Charles Phyllis Gottlieb Memorial reported a distributable amount of $286K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Phyllis Gottlieb Memorial

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $848K (100%)

States

Texas

Cities

WacoWeimar

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,483,928	$2,499,138	$2,666,925
Revenue	$149,676	$140,084	$-29,511
Expenses	$181,896	$325,834	$192,231
Qualifying Distributions	$163,111	$310,992	$168,214
Net Investment Income	$133,794	$119,802	$30,710
Distributable Amount	$286,324	$125,995	$135,121

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Tstc Foundation ($139,296).

Recipient	Purpose	Amount
THE TSTC FOUNDATION WACO, TX	GENERAL OPERATING	$139,296

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$39,692

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles Phyllis Gottlieb Memorial?

Charles Phyllis Gottlieb Memorial is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $2.5M in total assets as of 2024.

How large is Charles Phyllis Gottlieb Memorial?

As of 2024, Charles Phyllis Gottlieb Memorial holds $2.5M in total assets with $150K in annual revenue. It awarded 1 grants totaling $139K in 2024.

Where does Charles Phyllis Gottlieb Memorial operate?

Charles Phyllis Gottlieb Memorial has awarded grants in Texas.

What size grants does Charles Phyllis Gottlieb Memorial award?

In 2024, Charles Phyllis Gottlieb Memorial awarded 1 grants totaling $139K — an average of about $139K per grant, based on its IRS Form 990 filings.

How much is Charles Phyllis Gottlieb Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Phyllis Gottlieb Memorial reported a distributable amount of $286K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles Phyllis Gottlieb Memorial's EIN?

Charles Phyllis Gottlieb Memorial's EIN (Employer Identification Number) is 75-6591323. IRS Form 990 filing data is available on this page for 2020–2024.