The Gottlieb Charitable Trust

BOYNTON BEACH, FL EIN: 22-6617209

The Gottlieb Charitable Trust is a private foundation focused on Education, based in BOYNTON BEACH, FL. 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 $136K. Net investment income was $230K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

+19.0% YoY

Annual Giving

$136K

+4.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$136K

+4.7% YoY

Under IRS private-foundation payout rules, The Gottlieb Charitable Trust reported a distributable amount of $123K for 2024 — the minimum it must pay out in qualifying distributions.

About The Gottlieb Charitable Trust

Based on IRS filings

The Gottlieb Charitable Trust is a private foundation focused on Education, based in BOYNTON BEACH, FL. 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 $136K. Net investment income was $230K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Boynton BeachBrooklynEdisonFlushingHighland ParkLakewoodMonticelloNew Brunswick

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$151K$302K$454K$605K20202021202220232024
Metric202420232022
Total Assets$2,520,009$2,118,526$1,844,552
Revenue$549,783$413,687$310,877
Expenses$148,300$139,713$82,706
Qualifying Distributions$139,760$133,690$79,176
Net Investment Income$230,157$172,157$147,347
Distributable Amount$122,550$102,819$91,238

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$68K$102K$136K10 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED STATEMENT$136K

Grant Size Distribution

14 grants across all recorded years

11<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Statement ($136,260).

RecipientPurposeAmount
SEE ATTACHED STATEMENT BOYNTON BEACH, FLCHARITABLE$136,260

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HERSHEL GOTTLIEBTRUSTEE
OPHIRA GOTTLIEBTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Gottlieb Charitable Trust?

The Gottlieb Charitable Trust is a private foundation focused on Education, based in BOYNTON BEACH, FL. It holds $2.5M in total assets as of 2024.

How large is The Gottlieb Charitable Trust?

As of 2024, The Gottlieb Charitable Trust holds $2.5M in total assets with $550K in annual revenue. It awarded 1 grants totaling $136K in 2024.

Where does The Gottlieb Charitable Trust operate?

The Gottlieb Charitable Trust has awarded grants in Florida, New Jersey, New York.

What size grants does The Gottlieb Charitable Trust award?

In 2024, The Gottlieb Charitable Trust awarded 1 grants totaling $136K — an average of about $136K per grant, based on its IRS Form 990 filings.

How much is The Gottlieb Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Gottlieb Charitable Trust reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Gottlieb Charitable Trust's EIN?

The Gottlieb Charitable Trust's EIN (Employer Identification Number) is 22-6617209. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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