Civic Intelligence

Lotte S & Felix Bilgrey Memorial Foundation

EIN 16-6532975 • Larchmont, NY

PO Box 197Larchmont, NY 10538-0197
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $1M-$5M nonprofits • Source year 2025

Net Margin

14th percentile

-87%

Higher net margin than 14% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

78th percentile

$3,912

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2025

Asset Growth

30th percentile

-1.9%

Faster asset growth than 30% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

3.8%

Faster revenue growth than 38% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$1,780,833

Down $35,024 (-1.9%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$1,780,833

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue76th percentileNet Margin14th percentile

Revenue

Up

$67,662

Up $2,452 (+3.8%) from 2024

Expenses

Up

$126,846

Up $17,603 (+16%) from 2024

Net Income

Down

-$59,184

Down $15,151 (-34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $2,322,414Liabilities 2012: $02012Assets 2013: $2,270,025Liabilities 2013: $0Net Assets 2013: $2,270,0252013Assets 2014: $2,213,645Liabilities 2014: $0Net Assets 2014: $2,213,6452014Assets 2015: $2,173,568Liabilities 2015: $0Net Assets 2015: $2,173,5682015Assets 2016: $2,067,746Liabilities 2016: $0Net Assets 2016: $2,067,7462016Assets 2017: $1,979,758Liabilities 2017: $0Net Assets 2017: $1,979,7582017Assets 2019: $1,920,348Liabilities 2019: $0Net Assets 2019: $1,920,3482019Assets 2020: $1,873,320Liabilities 2020: $12020Assets 2021: $1,916,413Liabilities 2021: $0Net Assets 2021: $1,916,4132021Assets 2022: $1,930,001Liabilities 2022: $0Net Assets 2022: $1,930,0012022Assets 2023: $1,836,221Liabilities 2023: $0Net Assets 2023: $1,836,2212023Assets 2024: $1,815,857Liabilities 2024: $12024Assets 2025: $1,780,833Liabilities 2025: $0Net Assets 2025: $1,780,8332025

Highlighted filing

2025

Assets$1,780,833
Liabilities$0
Net Assets$1,780,833
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2012: $85,283Expenses 2012: $129,745Net Income 2012: -$44,4622012Expenses 2013: $141,0512013Revenue 2014: $53,116Expenses 2014: $151,667Net Income 2014: -$98,5512014Revenue 2015: $62,385Expenses 2015: $176,081Net Income 2015: -$113,6962015Revenue 2016: $53,033Expenses 2016: $189,449Net Income 2016: -$136,4162016Revenue 2017: $51,379Expenses 2017: $170,371Net Income 2017: -$118,9922017Revenue 2019: $58,678Expenses 2019: $146,877Net Income 2019: -$88,1992019Revenue 2020: $53,697Expenses 2020: $122,171Net Income 2020: -$68,4742020Revenue 2021: $52,840Expenses 2021: $41,114Net Income 2021: $11,7262021Revenue 2022: $74,376Expenses 2022: $146,733Net Income 2022: -$72,3572022Revenue 2023: $66,178Expenses 2023: $143,277Net Income 2023: -$77,0992023Revenue 2024: $65,210Expenses 2024: $109,243Net Income 2024: -$44,0332024Revenue 2025: $67,662Expenses 2025: $126,846Net Income 2025: -$59,1842025

Highlighted filing

2025

Revenue$67,662
Expenses$126,846
Net Income-$59,184
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,780,833
Liabilities
$0
Net assets
$1,780,833
Revenue
$67,662
Expenses
$126,846
Net income
-$59,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.13$0.06
2024Summary only. Only limited summary data is available for this year.$1.82$0.00$0.07$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.14$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.07$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.05$0.04$0.01
2020Summary only. Only limited summary data is available for this year.$1.87$0.00$0.05$0.12$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.06$0.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.05$0.17$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.05$0.19$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.06$0.18$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.05$0.15$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.14
2012Summary only. Only limited summary data is available for this year.$2.32$0.00$0.09$0.13$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gordon S OppenheimerTrusteePT$3,912-$3,912
Iva GoldwurmTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lotte S & Felix Bilgrey Memorial Foundation
EIN
16-6532975
Phone
9148341900
Address
PO Box 197, Larchmont, NY 10538-0197

Signing Officer

Name
Gordon S Oppenheimer
Title
Trustee
Phone
9148341900
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Gary Haber CPA
Address
12 PALM COURT, LARKSPUR, CA 94939
Preparer
Gordon S Oppenheimer
Phone
9148341900
Raw XML Appendix330 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See schedule attached
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Greenwich Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1White Plains Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Feeding Westchester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3New York Law School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4World Central Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0T/E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1T/E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2T/E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3T/E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4T/E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 River Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 East Post Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 Clearbrook Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3185 W Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 Massachuetts Avenue NW 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cos Cob
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1White Plains
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Elmsford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093078
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06506
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099584
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06506
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0108646
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093078
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Estimated Tax Paid
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01130
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01130
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Legal Notice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage,Fax & Copies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt297
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt297
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt124159
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding adjustment
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Capital Gains
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020091
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS Financial Services Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020091
TaxesSchedule/TaxesDetail/Amt0917
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax - 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0917
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gordon S Oppenheimer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09148341900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lotte S & Felix Bilgrey Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOTT
ReturnHeader/Filer/EIN0166532975
ReturnHeader/Filer/PhoneNum09148341900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 197
ReturnHeader/Filer/USAddress/CityNm0Larchmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0105380197
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132634006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY HABER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 PALM COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094939
ReturnHeader/PreparerPersonGrp/PhoneNum09148341900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gordon S Oppenheimer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-28T10:25:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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