Lotte S & Felix Bilgrey Memorial Foundation
Lotte S & Felix Bilgrey Memorial Foundation is a private foundation, based in Larchmont, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.9M in total assets. In 2026, it awarded 3 grants totaling $110K. Net investment income was $241K.
Key facts about Lotte S & Felix Bilgrey Memorial Foundation
In short: Lotte S & Felix Bilgrey Memorial Foundation gave $110K across 3 grants in 2026 (avg $37K), mostly in New York. Source: 2026 IRS Form 990-PF.
- EIN
- 16-6532975
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $110,000
- Grants made (2026)
- 3
- Average grant
- $36,667
- Median grant
- $40,000
- Total assets
- $1,901,431
- Primary geography
- New York (64% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.9M
+6.8% YoY
Annual Giving
$110K
+15.8% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$37K
+93.0% YoY
Under IRS private-foundation payout rules, Lotte S & Felix Bilgrey Memorial Foundation reported a distributable amount of $120K for 2026 — the minimum it must pay out in qualifying distributions.
How Lotte S & Felix Bilgrey Memorial Foundation gives
- Giving held roughly steady from 2023 to 2026 (−1%). Method
- In 2026 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Lotte S & Felix Bilgrey Memorial Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $11K (2021) to $115K (2022). In 2026 it made 3 grants totaling $110K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was White Plains Hospital Foundation ($55K). Together the top 3 received $110K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 15 grants of 17 (88%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| White Plains Hospital Foundation White Plains, NY | General Charitable | $55,000 |
| Greenwich Hospital Foundation Cos Cob, CT | General Charitable | $40,000 |
| New York Law School New York, NY | General Charitable | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,901,431 | $1,780,833 | $1,815,857 |
| Revenue | $61,558 | $67,662 | $65,210 |
| Expenses | $142,319 | $126,846 | $109,243 |
| Qualifying Distributions | $116,858 | $99,584 | $86,305 |
| Net Investment Income | $240,632 | $66,906 | $65,941 |
| Distributable Amount | $119,604 | $115,152 | $105,694 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Lotte S & Felix Bilgrey Memorial Foundation's 2026 filing lists 2 officers; 1 of 2 officers listed in 2026 is compensated.
Officers on the 2026 filing
Gordon S Oppenheimer
Trustee
On filings since 2020
8 hrs/week
$4K (2020) → $4K (2026)
Iva Goldwurm
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $4K, to Gordon S Oppenheimer (Trustee).
Frequently asked questions about Lotte S & Felix Bilgrey Memorial Foundation
How much does Lotte S & Felix Bilgrey Memorial Foundation give each year?
Lotte S & Felix Bilgrey Memorial Foundation gave $110K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $95K across 5 grants.
What is Lotte S & Felix Bilgrey Memorial Foundation's typical grant size?
Lotte S & Felix Bilgrey Memorial Foundation's median grant in 2026 was $40,000, and its average grant was $36,667, across 3 grants on its 2026 IRS Form 990-PF.
Where does Lotte S & Felix Bilgrey Memorial Foundation give grants?
Lotte S & Felix Bilgrey Memorial Foundation gives mostly in New York: 64% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (36%).
Does Lotte S & Felix Bilgrey Memorial Foundation give general operating support?
Yes: 100% of Lotte S & Felix Bilgrey Memorial Foundation's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Lotte S & Felix Bilgrey Memorial Foundation?
Lotte S & Felix Bilgrey Memorial Foundation reported $1.9M in total assets on its 2026 IRS Form 990-PF. It paid out $117K in qualifying distributions that year, against a required minimum of $120K (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 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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lotte S & Felix Bilgrey Memorial Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Lotte S & Felix Bilgrey Memorial Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Mbia Foundation
Purchase, NY
MBIA Foundation made grants to preselected 501(c)(3) organizations, with no specific funding areas stated; its two reported 2024 grants were for general operating support to New York organizations. Recent grants were $20,800 each, and the foundation states that it does not accept unsolicited requests; it also appears to have dissolved during 2024.
Assets
—
Grants
2
Total Given
$42K
The Nancy and Paul Ross Foundation Inc
Mount Kisco, NY
The foundation supports a varied mix of causes, including cancer research, education, arts and media, community services, and environmental conservation. Its 2025 grants ranged from $250 to $3,000, with a median of $1,000; 76% of giving went to New York and 24% to Massachusetts. It does not limit giving to preselected organizations; the filing says to call for a questionnaire and lists no deadlines or award restrictions.
Assets
$48K
Grants
19
Total Given
$21K
Rudolph & Hilda U Forchheimer
Armonk, NY
The foundation supports organizations addressing hunger, humanitarian relief, Jewish and educational causes, and other needs, with 2025 grants ranging from $5,000 to $75,000 and a median of $15,000. Most grant dollars went to New York, followed by Maryland and the District of Columbia. It funds only preselected charities and does not accept unsolicited requests.
Assets
$4.5M
Grants
29
Total Given
$648K
Gannett Foundation Inc
New York, NY
Gannett Foundation’s 2025 grants supported a range of organizations, with listed awards generally between $1,500 and $2,500, though the available figures do not establish a typical grant size or geographic focus. The foundation has wound down: its 2026 filing reports no grants or assets, and no current application process or acceptance of unsolicited requests is stated.
Assets
—
Grants
32
Total Given
$65K
The Evan and Tracy Segal
Tiburon, CA
The Evan and Tracy Segal funds innovative community programs focused on healing, justice, opportunity, and building organizational capacity, with grants going mainly to organizations in New York, California, Washington, DC, and Pennsylvania. Most gifts are $5,000–$30,000, though 2025 awards ranged from $250 to $101,392. It does not accept unsolicited requests and funds only preselected charitable organizations.
Assets
$539K
Grants
38
Total Given
$422K
Continental Grain Foundation
New York, NY
The foundation funds a range of charitable work, including health, arts, education, hunger relief, and human rights, with most of its grants going to organizations in New York and smaller shares to Massachusetts, Connecticut, Missouri, and Georgia. In 2026, grants ranged from $100 to $50,000, with a median of $5,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$6K
Grants
39
Total Given
$451K
Joseph F Stein Family Foundation Inc
White Plains, NY
The Joseph F Stein Family Foundation supports Jewish community and educational organizations, health and cancer-related causes, and youth-serving nonprofits. Its 2025 grants ranged from $250 to $80,000, with a median of $7,500, and were concentrated in New York, Florida, and New Jersey. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$12.1M
Grants
71
Total Given
$854K
Kwitman Family Foundation Inc
Portland, OR
The foundation supports Jewish and religious organizations, education, humanitarian aid, food assistance, health, and other charitable causes, with grants reported in Oregon and other states, especially New York. Its 2024 grants ranged from $42 to $40,000, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.8M
Grants
81
Total Given
$168K
Lucile and Maurice Pollak Fund
Manahawkin, NJ
The Lucile and Maurice Pollak Fund favors health and education, with emphasis on Jewish charities and special social services, particularly in Monmouth County, New Jersey, and Westchester, New York. Its 2025 grants ranged from $250 to $8,000, with a median of $1,000. It accepts written requests with no stated deadline; meetings are generally held in May and November.
Assets
$3.3M
Grants
119
Total Given
$166K
Strong Foundation of New York
New York, NY
The foundation supports education, arts and culture, community services, food access, and conservation, with most of its 2026 grant dollars going to New York organizations and additional funding in several other states. Grants ranged from $250 to $75,000, with a median of $2,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.2M
Grants
131
Total Given
$811K
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
More Funders in New York
Lotte S & Felix Bilgrey Memorial Foundation down — hundreds of funders to go?