Charles & Phyllis Gottlieb Memorial Scholarship Trust

Gottlieb Phyllis Ttee

Pennington, NJ
Tax-exempt since June 2001
EIN: 75-6591323

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Type of Nonprofit

Designated as a 501(c)(3) 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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$150k (2024)

Expenses

$182k (2024)

Total Assets

$2.48M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Dec.
2024

Revenue

$149,676

Expenses

$181,896

Net Income

-$32,220

Net Assets

$2,483,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,985	37.4%
Sales of Assets	$93,691	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,111	89.7%
Compensation of Officers*	$39,692	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,483,928
Total Liabilities	$0
Net Assets	$2,483,928

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$39,692	$0

990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$140,084

Expenses

$325,834

Net Income

-$185,750

Net Assets

$2,499,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,414	46.0%
Sales of Assets	$70,011	50.0%
Other Income	$5,659	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$310,992	95.4%
Compensation of Officers*	$36,021	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,499,138
Total Liabilities	$0
Net Assets	$2,499,138

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$36,021	$0

990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$29,511

Expenses

$192,231

Net Income

-$221,742

Net Assets

$2,666,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,105
Sales of Assets	-$78,569
Other Income	$2,953

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,214	87.5%
Compensation of Officers*	$38,458	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,666,925
Total Liabilities	$0
Net Assets	$2,666,925

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$38,458	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$457,607

Expenses

$190,942

Net Income

$266,665

Net Assets

$2,779,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,129	16.0%
Sales of Assets	$383,408	83.8%
Other Income	$1,070	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,061	88.5%
Compensation of Officers*	$45,811	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,779,277
Total Liabilities	$0
Net Assets	$2,779,277

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$45,811	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$271,020

Expenses

$181,328

Net Income

$89,692

Net Assets

$2,512,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,374	18.2%
Sales of Assets	$221,646	81.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,536	85.8%
Compensation of Officers*	$38,138	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,512,747
Total Liabilities	$1
Net Assets	$2,512,746

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$38,138	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$246,874

Expenses

$169,807

Net Income

$77,067

Net Assets

$2,504,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,091	20.7%
Sales of Assets	$195,152	79.0%
Other Income	$631	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,039	90.1%
Compensation of Officers*	$36,043	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,504,830
Total Liabilities	$0
Net Assets	$2,504,830

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2018

Revenue

$99,266

Expenses

$174,771

Net Income

-$75,505

Net Assets

$2,311,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,271	64.7%
Sales of Assets	$34,995	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,588	88.5%
Compensation of Officers*	$37,678	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,311,193
Total Liabilities	$0
Net Assets	$2,311,193

Compensation

Key Employees and Officers	Compensation	Other
Ust Mlt A Division Of Bank Of Amer Ica Na (Trustee)	$37,678	$0

990-PF

Filed on Nov. 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$466,555

Expenses

$189,939

Net Income

$276,616

Net Assets

$2,569,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,195	10.3%
Sales of Assets	$418,360	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,252	88.1%
Compensation of Officers*	$53,338	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,569,001
Total Liabilities	$0
Net Assets	$2,569,001

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$122,745

Expenses

$197,070

Net Income

-$74,325

Net Assets

$2,291,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,407	48.4%
Sales of Assets	$63,338	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,156	85.8%
Compensation of Officers*	$61,019	31.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,291,428
Total Liabilities	$0
Net Assets	$2,291,428

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$211,964

Expenses

$189,344

Net Income

$22,620

Net Assets

$2,364,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,217	27.9%
Sales of Assets	$152,747	72.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,945	87.1%
Compensation of Officers*	$58,922	31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,364,813
Total Liabilities	$0
Net Assets	$2,364,813

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$102,287

Expenses

$187,842

Net Income

-$85,555

Net Assets

$2,333,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,889	65.4%
Sales of Assets	$35,398	34.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,577	86.5%
Compensation of Officers*	$59,502	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,333,797
Total Liabilities	$0
Net Assets	$2,333,797

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$119,049

Expenses

$168,095

Net Income

-$49,046

Net Assets

$2,426,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,962	5.0%
Interest Revenue	$0
Dividends	$73,608	61.8%
Sales of Assets	$39,479	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,881	85.6%
Compensation of Officers*	$58,774	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,426,081
Total Liabilities	$0
Net Assets	$2,426,081

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

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Types of Nonprofits

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Updated January 26, 2026

Charles & Phyllis Gottlieb Memorial Scholarship Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $150k (2024)

Expenses $182k (2024)

Total Assets $2.48M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$150k (2024)

Expenses

$182k (2024)

Total Assets

$2.48M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001