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.
Lotte S & Felix Bilgrey Memorial Foundation at a glance
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.
- Annual giving (2026)
- $110,000
- +15.8% vs 2025
- Grants made (2026)
- 3
- -40.0% vs 2025
- Average grant
- $36,667
- +93.0% vs 2025
- Median grant
- $40,000
- Total assets
- $1,901,431
- +6.8% vs 2025
- Primary geography
- New York (64% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Lotte S & Felix Bilgrey Memorial Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,901,431 | $61,558 | $142,319 | $110,000 | 3 | $116,858 | $240,632 | $119,604 |
| 2025 | $1,780,833 | $67,662 | $126,846 | $95,000 | 5 | $99,584 | $66,906 | $115,152 |
| 2024 | $1,815,857 | $65,210 | $109,243 | $80,000 | 1 | $86,305 | $65,941 | $105,694 |
| 2023 | $1,836,221 | $66,178 | $143,277 | $111,000 | 5 | $119,227 | $42,138 | $91,236 |
| 2022 | $1,930,001 | $74,376 | $146,733 | $115,000 | 3 | $117,999 | $131,586 | $119,360 |
| 2021 | $1,916,413 | $52,840 | $41,114 | $11,000 | 3 | — | $57,349 | $114,575 |
| 2020 | $1,873,320 | $53,697 | $122,171 | $95,000 | 5 | — | $50,731 | $107,003 |
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.
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.
Data update history
(2)
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
Live grants for the work Lotte S & Felix Bilgrey Memorial Foundation funds
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