Lotte S & Felix Bilgrey Memorial Foundation
Lotte S & Felix Bilgrey Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LARCHMONT, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 5 grants totaling $95K. Net investment income was $67K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.8M
-1.9% YoY
Annual Giving
$95K
+18.8% YoY
Grant Count
5
+400.0% YoY
Avg Grant Size
$19K
-76.3% YoY
Under IRS private-foundation payout rules, Lotte S & Felix Bilgrey Memorial Foundation reported a distributable amount of $115K for 2025 — the minimum it must pay out in qualifying distributions.
About Lotte S & Felix Bilgrey Memorial Foundation
Based on IRS filings
Lotte S & Felix Bilgrey Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LARCHMONT, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 5 grants totaling $95K. Net investment income was $67K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,780,833 | $1,815,857 | $1,836,221 |
| Revenue | $67,662 | $65,210 | $66,178 |
| Expenses | $126,846 | $109,243 | $143,277 |
| Qualifying Distributions | $99,584 | $86,305 | $119,227 |
| Net Investment Income | $66,906 | $65,941 | $42,138 |
| Distributable Amount | $115,152 | $105,694 | $91,236 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Greenwich Hospital Foundation ($30,000), White Plains Hospital Foundation ($30,000), New York Law School ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Greenwich Hospital Foundation Cos Cob, CT | General Charitable | $30,000 |
| White Plains Hospital Foundation White Plains, NY | General Charitable | $30,000 |
| Feeding Westchester Elmsford, NY | General Charitable | $10,000 |
| New York Law School New York, NY | General Charitable | $15,000 |
| World Central Kitchen Washington, DC | General Charitable | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Iva Goldwurm | Trustee | 1 | — |
| Gordon S Oppenheimer | Trustee | 8 | $3,912 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lotte S & Felix Bilgrey Memorial Foundation?
Lotte S & Felix Bilgrey Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LARCHMONT, NY. It holds $1.8M in total assets as of 2025.
How large is Lotte S & Felix Bilgrey Memorial Foundation?
As of 2025, Lotte S & Felix Bilgrey Memorial Foundation holds $1.8M in total assets with $68K in annual revenue. It awarded 5 grants totaling $95K in 2025.
Where does Lotte S & Felix Bilgrey Memorial Foundation operate?
Lotte S & Felix Bilgrey Memorial Foundation has awarded grants in Connecticut, District of Columbia, New York, Ohio.
What size grants does Lotte S & Felix Bilgrey Memorial Foundation award?
In 2025, Lotte S & Felix Bilgrey Memorial Foundation awarded 5 grants totaling $95K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Lotte S & Felix Bilgrey Memorial Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lotte S & Felix Bilgrey Memorial Foundation reported a distributable amount of $115K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lotte S & Felix Bilgrey Memorial Foundation's EIN?
Lotte S & Felix Bilgrey Memorial Foundation's EIN (Employer Identification Number) is 16-6532975. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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