Lillian Rogatz Memorial Foundation
The Lillian Rogatz Memorial Foundation is a private foundation based in Napa, California. Its 2025 filing reports charitable grants to organizations working in areas including humanitarian relief, community services, animal welfare, and civil liberties.
Lillian Rogatz Memorial Foundation at a glance
In short: Lillian Rogatz Memorial Foundation gave $6K across 14 grants in 2025 (avg $450), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,300
- -47.5% vs 2024
- Grants made (2025)
- 14
- -48.1% vs 2024
- Average grant
- $450
- +1.2% vs 2024
- Median grant
- $500
- Total assets
- $125,388
- -3.9% vs 2024
- Primary geography
- California (52% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Lillian Rogatz Memorial Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 91 Syar Drive, Napa, CA 94558
Phone: (707) 363-3256
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lillian Rogatz Memorial Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bnos Bais Yaakov ($1K). Together the top 10 received $6K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 60 grants of 60 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars went to recipients in California (52%), New York (24%), and the District of Columbia (24%). Listed California recipients include organizations in Napa and Los Angeles; the grants also included recipients in New York and Washington, DC.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
How Lillian Rogatz Memorial Foundation gives
- 57% of 2025 grantees were also funded in 2024. Method
- Giving fell 59% from 2022 to 2025. Method
- In 2025 it paid out 72% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2025) to $19K (2021). In 2025 it made 14 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bnos Bais Yaakov Far Rockaway, NY | Charitable Donation | $1,000 |
| US Holocaust Memorial Museum Washington, DC | Charitable Donation | $1,000 |
| Napa Humane Society Napa, CA | Charitable Donation | $600 |
| ACLU New York, NY | Charitable Donation | $500 |
| Aldea Children & Family Services Napa, CA | Charitable Donation | $500 |
| Lafd Wildfire Emery Fund Los Angeles, CA | Charitable Donation | $500 |
| One Voice Fire Relief Fund Santa Monica, CA | Charitable Donation | $500 |
| World Central Kitchen Washington DC, DC | Charitable Donation | $500 |
| Community Action of Napa Valley Napa, CA | Charitable Donation | $200 |
| Girls on the Run Napa-Solano Chapter Napa, CA | Charitable Donation | $200 |
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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 | $125,388 | $3,518 | $8,858 | $6,300 | 14 | $6,300 | $3,416 | $8,704 |
| 2024 | $130,497 | $5,446 | $14,429 | $12,000 | 27 | $12,000 | $5,403 | $8,539 |
| 2023 | $139,077 | $-1,701 | $15,526 | $13,065 | 9 | $13,065 | $691 | $7,941 |
| 2022 | $156,227 | $15,125 | $17,965 | $15,500 | 3 | $15,500 | $11,635 | $8,359 |
| 2021 | $159,086 | $9,242 | $21,293 | $18,750 | 7 | $18,750 | $6,699 | $9,679 |
| 2020 | $171,115 | $9,225 | $20,660 | $18,290 | 10 | — | $6,855 | $8,851 |
Under IRS private-foundation payout rules, Lillian Rogatz Memorial Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations with varied charitable purposes. World Central Kitchen describes its mission as providing meals in response to humanitarian, climate, and community crises. Community Action of Napa Valley says it works to increase the self-determination and self-sufficiency of individuals and families in need. If Given A Chance describes its work as helping young people who have overcome obstacles access college or training, and the Immigration Institute of the Bay Area says it helps immigrants, refugees, and their families join and contribute to the community.
Grantmaking
In 2025, the foundation reported 14 grants totaling $6,300. Grants ranged from $200 to $1,000, with a median of $500. Among the listed recipients, the largest grants were $1,000 each to BNOS Bais Yaakov and the U.S. Holocaust Memorial Museum. Other recipients included Napa Humane Society ($600); ACLU, Aldea Children & Family Services, LAFD Wildfire Emery Fund, One Voice Fire Relief Fund, and World Central Kitchen ($500 each); and Community Action of Napa Valley, Girls on the Run Napa-Solano Chapter, If Given A Chance, and Immigration Institute of the Bay Area ($200 each).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Judy Behrendt and Lawrence B. Behrendt as trustees.
Lillian Rogatz Memorial Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Judy Behrendt
Trustee
On filings since 2020
1 hr/week
No compensation reported
Lawrence B. Behrendt
Trustee
On filings since 2020
1 hr/week
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 Lillian Rogatz Memorial Foundation
How much does Lillian Rogatz Memorial Foundation give each year?
Lillian Rogatz Memorial Foundation gave $6K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 27 grants.
What is Lillian Rogatz Memorial Foundation's typical grant size?
Lillian Rogatz Memorial Foundation's median grant in 2025 was $500, and its average grant was $450, across 14 grants on its 2025 IRS Form 990-PF.
Where does Lillian Rogatz Memorial Foundation give grants?
Lillian Rogatz Memorial Foundation gives mostly in California: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (24%) and District of Columbia (24%). The most frequent recipient cities were Napa, CA (8 grants).
Does Lillian Rogatz Memorial Foundation give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Lillian Rogatz Memorial Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Donation" (14 grants).
Who are Lillian Rogatz Memorial Foundation's largest grantees?
Lillian Rogatz Memorial Foundation's largest 2025 grantees include Bnos Bais Yaakov ($1,000), US Holocaust Memorial Museum ($1,000) and Napa Humane Society ($600), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Lillian Rogatz Memorial Foundation?
Lillian Rogatz Memorial Foundation reported $125K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $9K (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 does Lillian Rogatz Memorial Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations with varied charitable purposes. World Central Kitchen describes its mission as providing meals in response to humanitarian, climate, and community crises. See mission & focus areas ↑
How do I apply for a grant from Lillian Rogatz Memorial Foundation?
The foundation states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lillian Rogatz Memorial Foundation's EIN?
Lillian Rogatz Memorial Foundation's EIN (Employer Identification Number) is 95-3982839. IRS Form 990 filing data is available on this page for 2020–2025.
Does Lillian Rogatz Memorial Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Lillian Rogatz Memorial Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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