Nonprofit · EIN 16-6532975
LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000
Also known as GOLDWURM IVA TTEE
Tax-exempt · LARCHMONT, NY 10538
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $61,558 | $142,319 | -$80,761 | $1,901,431 | $0 | $1,901,431 |
| June 30, 2025 | 990-PF | $67,662 | $126,846 | -$59,184 | $1,780,833 | $0 | $1,780,833 |
| June 30, 2024 | 990-PF | $65,210 | $109,243 | -$44,033 | $1,815,857 | $0 | $1,815,857 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $61,545
- Interest
- $13
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $4,050
- Disbursements for charitable purposes
- $116,858
- Excise tax on investment income
- $3,345
Balance sheet and other
- Total assets, start of year
- $1,777,658
- Total assets, end of year
- $1,901,431
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,901,431
- Fair market value of assets
- $2,554,716
- Qualifying distributions
- $116,858
- Net investment income
- $266,093
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gordon S Oppenheimer PO Box 197, Larchmont, NY 10538 | Trustee | 8 | $4,050 |
| Iva Goldwurm PO Box 197, Larchmont, NY 10538 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gordon S Oppenheimer PO Box 197, Larchmont, NY 10538 | Trustee | 8 | $3,912 |
| Iva Goldwurm PO Box 197, Larchmont, NY 10538 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gordon S Oppenheimer PO Box 197, Larchmont, NY 10538 | Trustee | 8 | $3,970 |
| Iva Goldwurm PO Box 197, Larchmont, NY 10538 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 197, LARCHMONT, NY 10538-0197
- In care of
- % IVA GOLDWURM
- Signed the 990-PF
- Gordon S Oppenheimer, Trustee
- Phone
- (914) 834-1900
- Return prepared by
- GARY HABER CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6532975
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,901,431
- Income (IRS master file)
- $61,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $61,558 | $142,319 | $1,901,431 | XML |
| 990-PF | June 2025 | $67,662 | $126,846 | $1,780,833 | XML |
| 990-PF | June 2024 | $65,210 | $109,243 | $1,815,857 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-6532975).
Questions about LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000
- What is the EIN of LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000?
- The employer identification number (EIN) of LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000 is 16-6532975.
- Is LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000 due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $4,050 (Gordon S Oppenheimer, Trustee).
- How much revenue does LOTTE AND FELIX BILGREY MEMORIAL FOUNDATION TR UTA 05242000 have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $61,558, expenses of $142,319 and total assets of $1,901,431 at year end.
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