Lillian Rogatz Memorial Foundation
Lillian Rogatz Memorial Foundation is a private foundation, based in NAPA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $130K in total assets. In 2024, it awarded 27 grants totaling $12K. Net investment income was $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$130K
-6.2% YoY
Annual Giving
$12K
-8.2% YoY
Grant Count
27
+200.0% YoY
Avg Grant Size
$444.444
-69.4% YoY
Under IRS private-foundation payout rules, Lillian Rogatz Memorial Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About Lillian Rogatz Memorial Foundation
Based on IRS filings
Lillian Rogatz Memorial Foundation is a private foundation, based in NAPA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $130K in total assets. In 2024, it awarded 27 grants totaling $12K. Net investment income was $5K.
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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 | $130,497 | $139,077 | $156,227 |
| Revenue | $5,446 | $-1,701 | $15,125 |
| Expenses | $14,429 | $15,526 | $17,965 |
| Qualifying Distributions | $12,000 | $13,065 | $15,500 |
| Net Investment Income | $5,403 | $691 | $11,635 |
| Distributable Amount | $8,539 | $7,941 | $8,359 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Action of Napa Valley ($1,500), Us Holocaust Memorial Museum ($1,500), American Red Cross ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALDEA CHILDREN & FAMILY SERVICES NAPA, CA | CHARITABLE DONATION | $500 |
| AMERICAN RED CROSS WASHINGTON, DC | CHARITABLE DONATION | $1,000 |
| BE LOVED ASHEVILLE ASHEVILLE, NC | CHARITABLE DONATION | $500 |
| BLEATING HEART FARM NAPA, CA | CHARITABLE DONATION | $250 |
| CAKES FOR KIDS SUNNYVALE, CA | CHARITABLE DONATION | $250 |
| CENTER FOR VOTER INFORMATION WASHINGTON, DC | CHARITABLE DONATION | $500 |
| COMMUNITY ACTION OF NAPA VALLEY NAPA, CA | CHARITABLE DONATION | $1,500 |
| CONNELLY RANCH NAPA, CA | CHARITABLE DONATION | $250 |
| COPE NAPA, CA | CHARITABLE DONATION | $500 |
| FEEDING IT FORWARD NAPA, CA | CHARITABLE DONATION | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JUDY BEHRENDT | TRUSTEE | 1 | — |
| LAWRENCE B BEHRENDT | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Lillian Rogatz Memorial Foundation?
As of 2024, Lillian Rogatz Memorial Foundation holds $130K in total assets with $5K in annual revenue. It awarded 27 grants totaling $12K in 2024.
Where does Lillian Rogatz Memorial Foundation operate?
Lillian Rogatz Memorial Foundation has awarded grants in California, District of Columbia, Florida, Hawaii, Illinois, North Carolina, New Jersey, New York, South Carolina, Virginia, Washington.
What size grants does Lillian Rogatz Memorial Foundation award?
In 2024, Lillian Rogatz Memorial Foundation awarded 27 grants totaling $12K — an average of about $444.444 per grant, based on its IRS Form 990 filings.
How much is Lillian Rogatz Memorial Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lillian Rogatz Memorial Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lillian Rogatz Memorial Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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