The Gottlieb Charitable Trust
The Gottlieb Charitable Trust is a private foundation, 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
About The Gottlieb Charitable Trust
Based on IRS filings
The Gottlieb Charitable Trust is a private foundation, 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.
Ready to take the next step with The Gottlieb Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HERSHEL GOTTLIEB | TRUSTEE | — | — |
| OPHIRA GOTTLIEB | TRUSTEE | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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