Charles Phyllis Gottlieb Memorial
Charles Phyllis Gottlieb Memorial is a private foundation, based in Pennington, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 1 grant totaling $139K. Net investment income was $186K.
Charles Phyllis Gottlieb Memorial at a glance
In short: Charles Phyllis Gottlieb Memorial gave $139K across 1 grant in 2025 (avg $139K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $139,186
- -0.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $139,186
- -0.1% vs 2024
- Median grant
- $139,186
- Total assets
- $2,511,937
- +1.1% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles Phyllis Gottlieb Memorial funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Weimar ISD ($139K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $100–250K range: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles Phyllis Gottlieb Memorial gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 104% 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 2020 to 2025, annual grant giving ranged from $133K (2020) to $289K (2023). In 2025 it made 1 grant totaling $139K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Weimar ISD Weimar, TX | Unrestricted General | $139,186 |
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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 | $2,511,937 | $211,664 | $183,458 | $139,186 | 1 | $156,071 | $186,332 | $150,606 |
| 2024 | $2,483,928 | $149,676 | $181,896 | $139,296 | 1 | $163,111 | $133,794 | $286,324 |
| 2023 | $2,499,138 | $140,084 | $325,834 | $289,379 | 2 | $310,992 | $119,802 | $125,995 |
| 2022 | $2,666,925 | $-29,511 | $192,231 | $145,139 | 1 | $168,214 | $30,710 | $135,121 |
| 2021 | $2,779,277 | $457,607 | $190,942 | $141,574 | 1 | $169,061 | $437,874 | $157,844 |
| 2020 | $2,512,747 | $271,020 | $181,328 | $132,653 | 1 | — | $255,398 | $168,739 |
Under IRS private-foundation payout rules, Charles Phyllis Gottlieb Memorial reported a distributable amount of $151K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles Phyllis Gottlieb Memorial's only listed officer is Bank Of America N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2020
2 hrs/week
$38K (2020) → $42K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $42K, to Bank of America N a (Trustee).
Frequently asked questions about Charles Phyllis Gottlieb Memorial
How much does Charles Phyllis Gottlieb Memorial give each year?
Charles Phyllis Gottlieb Memorial gave $139K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $139K across 1 grant.
How large is Charles Phyllis Gottlieb Memorial?
Charles Phyllis Gottlieb Memorial reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $156K in qualifying distributions that year, against a required minimum of $151K (roughly 5% of its investment assets).
Where does Charles Phyllis Gottlieb Memorial operate?
Charles Phyllis Gottlieb Memorial has awarded grants in Texas.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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