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 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grant totaling $136K. Net investment income was $230K.
Key facts about The Gottlieb Charitable Trust
- EIN
- 22-6617209
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $136,260
- Grants made (2024)
- 1
- Average grant
- $136,260
- Median grant
- $136,260
- Total assets
- $2,520,009
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How The Gottlieb Charitable Trust gives
- Giving grew 215% from 2021 to 2024. Method
- In 2024 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Gottlieb Charitable Trust
- How to evaluate The Gottlieb Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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 grant totaling $136K. Net investment income was $230K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients include See Attached Statement ($136,260).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT Boynton Beach, FL | CHARITABLE | $136,260 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Hershel Gottlieb | Trustee | — | — |
| Ophira Gottlieb | Trustee | — | — |
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 grant 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 grant 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 September 2026. Sourced from IRS Form 990-PF filings.