The Gottlieb Charitable Trust
The Gottlieb Charitable Trust is a private foundation focused on Education, based in Boynton Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 1 grant totaling $128K. Net investment income was $234K.
The Gottlieb Charitable Trust at a glance
In short: The Gottlieb Charitable Trust gave $128K across 1 grant in 2025 (avg $128K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $127,770
- -6.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $127,770
- -6.2% vs 2024
- Median grant
- $127,770
- Total assets
- $3,032,886
- +20.4% vs 2024
- Primary geography
- Florida (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 The Gottlieb Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
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 The Gottlieb Charitable Trust gives
- Giving grew 69% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $43K (2021) to $136K (2024). In 2025 it made 1 grant totaling $128K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement Boynton Beach, FL | Charitable | $127,770 |
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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 | $3,032,886 | $651,166 | $138,289 | $127,770 | 1 | $131,270 | $233,647 | $133,303 |
| 2024 | $2,520,009 | $549,783 | $148,300 | $136,260 | 1 | $139,760 | $230,157 | $122,550 |
| 2023 | $2,118,526 | $413,687 | $139,713 | $130,190 | 1 | $133,690 | $172,157 | $102,819 |
| 2022 | $1,844,552 | $310,877 | $82,706 | $75,676 | 1 | $79,176 | $147,347 | $91,238 |
| 2021 | $1,616,381 | $203,669 | $52,371 | $43,243 | 1 | $46,743 | $90,129 | $81,580 |
| 2020 | $1,465,083 | $196,495 | $60,476 | $52,586 | 10 | — | $82,905 | $67,263 |
Under IRS private-foundation payout rules, The Gottlieb Charitable Trust reported a distributable amount of $133K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Gottlieb Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Hershel Gottlieb
Trustee
On filings since 2020
No compensation reported
Ophira Gottlieb
Trustee
On filings since 2020
No compensation reported
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.
Frequently asked questions about The Gottlieb Charitable Trust
How much does The Gottlieb Charitable Trust give each year?
The Gottlieb Charitable Trust gave $128K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $136K across 1 grant.
How large is The Gottlieb Charitable Trust?
The Gottlieb Charitable Trust reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $131K in qualifying distributions that year, against a required minimum of $133K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Gottlieb Charitable Trust?
The Gottlieb Charitable Trust is a private foundation focused on Education, based in Boynton Beach, FL. It holds $3.0M in total assets as of 2025.
Where does The Gottlieb Charitable Trust operate?
The Gottlieb Charitable Trust has awarded grants in Florida, New Jersey, New York.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Gottlieb Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Gottlieb Charitable Trust's focus areas in our free grants database
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