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Gottlieb Charitable Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$168k (2024)

Expenses
$116k (2024)

Total Assets
$2.41M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,916
Expenses
$115,842
Net Income
$52,074
Net Assets
$2,409,652
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $62,027
36.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $105,889
63.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $35,079
30.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,409,652
Total Liabilities $0
Net Assets $2,409,652
Compensation
Key Employees and Officers Compensation Related Other
Bank Of America N A (Trustee) $35,079 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,221
Expenses
$75,437
Net Income
$47,784
Net Assets
$2,355,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $56,743
46.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,478
54.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $34,227
45.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,355,386
Total Liabilities $0
Net Assets $2,355,386
Compensation
Key Employees and Officers Compensation Related Other
Bank Of America N A (Trustee) $34,227 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$272,053
Expenses
$71,947
Net Income
$200,106
Net Assets
$2,307,923
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $50,410
18.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $221,643
81.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $38,197
53.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,307,923
Total Liabilities $0
Net Assets $2,307,923
Compensation
Key Employees and Officers Compensation Related Other
Mltc A Division Of Bank Of America (Trustee) $38,197 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,754
Expenses
$76,904
Net Income
$126,850
Net Assets
$2,106,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $51,370
25.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $152,384
74.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $34,402
44.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,106,379
Total Liabilities $0
Net Assets $2,106,379
Compensation
Key Employees and Officers Compensation Related Other
Mltc A Division Of Bank Of America (Trustee) $34,402 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$182,130
Expenses
$94,654
Net Income
$87,476
Net Assets
$1,984,357
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $56,917
31.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $125,213
68.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,252
34.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,984,357
Total Liabilities $0
Net Assets $1,984,357

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$159,216
Expenses
$73,648
Net Income
$85,568
Net Assets
$1,888,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $67,484
42.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $91,732
57.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,995
42.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,888,390
Total Liabilities $0
Net Assets $1,888,390

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$159,734
Expenses
$67,245
Net Income
$92,489
Net Assets
$1,825,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $52,742
33.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $106,992
67.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,651
45.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,825,914
Total Liabilities $0
Net Assets $1,825,914

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$156,121
Expenses
$62,274
Net Income
$93,847
Net Assets
$1,730,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $47,576
30.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $108,545
69.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $28,783
46.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,730,901
Total Liabilities $0
Net Assets $1,730,901

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,593
Expenses
$106,342
Net Income
$1,251
Net Assets
$1,641,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $48,136
44.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,457
55.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,641,809
Total Liabilities $0
Net Assets $1,641,809

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$197,346
Expenses
$64,728
Net Income
$132,618
Net Assets
$1,647,709
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $50,532
25.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $146,814
74.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $27,715
42.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,647,709
Total Liabilities $0
Net Assets $1,647,709

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,473
Expenses
$62,273
Net Income
$67,200
Net Assets
$1,507,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $48,810
37.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $80,663
62.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,458
42.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,507,624
Total Liabilities $0
Net Assets $1,507,624

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$104,367
Expenses
$63,614
Net Income
$40,753
Net Assets
$1,442,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $50,848
48.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $53,519
51.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,063
39.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,442,640
Total Liabilities $0
Net Assets $1,442,640

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$105,141
Expenses
$61,044
Net Income
$44,097
Net Assets
$1,406,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $48,800
46.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,341
53.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $23,423
38.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,406,612
Total Liabilities $0
Net Assets $1,406,612

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,402
Expenses
$55,300
Net Income
$37,102
Net Assets
$1,373,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $48,580
52.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,822
47.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,373,598
Total Liabilities $0
Net Assets $1,373,598

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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