Lillian Rogatz Memorial Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lillian Rogatz Memorial Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 95-3982839

Foundation Overview

Based in Napa, CA, Lillian Rogatz Memorial Foundation has awarded 51 grants totaling $143,741 to organizations in California, Florida and 7 other states across the US. Individual grants range from $250 to $15,000, with a median award of $500.

Latest Tax Year
2023
Total Giving (all years)
$143,741
Total Assets
$166,933
Median Grant (all grants)
$500

Latest Form 990-PF Snapshot

Total Grants
9
Median Grant
$500
% Median Grant Growth
+100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Growth-Minded: 67%

6 of 9 recipients (67%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
California

57% of grants are awarded in California, with additional funding distributed across 8 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Napa (45%), Beverly Hills (31%), Culver City (10%).

Funding Trajectory
-32%

Declining funding trend with 32% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Lillian Rogatz Memorial Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Aldea Children & Family Services $3,025 Napa, CA, US Charitable Donation 2023
American Friends Of Livnot U'lehibanot $500 Boca Raton, FL, US Charitable Donation 2023
Center For Common Ground $500 Ruther Glen, VA, US Charitable Donation 2023
Chesed Fund-kupa Shel Tzedakah $500 Teaneck, NJ, US Charitable Donation 2023
Congregation Kol Ami $5,000 Kirkland, WA, US Charitable Donation 2023
Jewish Book Council $540 New York, NY, US Charitable Donation 2023
Maui Food Bank $500 Wailuku, HI, US Charitable Donation 2023
Nvcando $2,000 Napa, CA, US Charitable Donation 2023
Voter Participation Center $500 Washington, DC, US Charitable Donation 2023
Aldea Children & Family Services $250 Napa, CA, US Charitable Donation 2022
Protect Foundation $250 Culver City, CA, US Charitable Donation 2022
Temple Emanuel $15,000 Beverly Hills, CA, US Charitable Donation 2022
Aldea Children & Family Services $250 Napa, CA, US Charitable Donation 2022
Protect Foundation $250 Culver City, CA, US Charitable Donation 2022
Temple Emanuel $15,000 Beverly Hills, CA, US Charitable Donation 2022
Aldea Children & Family Services $250 Napa, CA, US Charitable Donation 2022
Protect Foundation $250 Culver City, CA, US Charitable Donation 2022
Temple Emanuel $15,000 Beverly Hills, CA, US Charitable Donation 2022
Aldea Children & Family Services $1,000 Napa, CA, US Charitable Donation 2021
Brite Initiative $250 West Palm Beach, FL, US Charitable Donation 2021
Hawaii Food Bank $500 Lihue, HI, US Charitable Donation 2021
National Council Of Jewish Women $500 Poquoson, VA, US Charitable Donation 2021
Swords To Plowshares $1,000 San Francisco, CA, US Charitable Donation 2021
Temple Emanuel $15,000 Beverly Hills, CA, US Charitable Donation 2021
Writers' Bloc $500 Beverly Hills, CA, US Charitable Donation 2021
Alameda County Food Bank $250 Oakland, CA, US Charitable Donation 2020
Aldea Children And Family Services $1,000 Napa, CA, US Charitable Donation 2020
American Civil Liberties Union $250 New York, NY, US Charitable Donation 2020
American Friends Of Livnot U'lehibanot $540 Boca Raton, FL, US Charitable Donation 2020
Community Action Napa Valley $250 Napa, CA, US Charitable Donation 2020
Feeding America $250 Chicago, IL, US Charitable Donation 2020
Gifts From The Heart Food Bank $250 Coupeville, WA, US Charitable Donation 2020
Temple Emanuel $15,000 Beverly Hills, CA, US Charitable Donation 2020
Voter Participation Center $250 Washington, DC, US Charitable Donation 2020
Women For Women International $250 Washington, DC, US Charitable Donation 2020
Temple Emanuel $14,141 Beverly Hills, CA, US Charitable Donation 2018
Aldea Children & Family Services $950 Napa, CA, US Charitable Donation 2018
On The Move Peace Puppets $500 Napa, CA, US Charitable Donation 2018
Swordstoplowsharesorg $250 San Francisco, CA, US Charitable Donation 2018
Temple Emanuel $10,000 Beverly Hills, CA, US To Continue Charitable Activities 2017
Aldea Children Family Services $1,000 Napa, CA, US To Continue Charitable Activities 2017
American Jewish World Services $250 New York, NY, US To Continue Charitable Activities 2017
Women For Woment International $250 Washington, DC, US To Continue Charitable Activities 2017
Aclu $250 New York, NY, US To Continue Charitable Activities 2017
Community Action Of Napa Valley $250 Napa, CA, US To Continue Charitalbe Activities 2017
Temple Emanuel $8,095 Beverly Hills, CA, US To Continue Charitable Activities 2016
Aldea Children Family Services $450 Napa, CA, US To Continue Charitable Activities 2016
American Jewish World Services $250 New York, NY, US To Continue Charitable Activities 2016
Center For Neurological Reprogrammi $250 Santa Rosa, CA, US To Continue Charitable Activities 2016
Charity Water $250 New York, NY, US To Continue Charitable Activities 2016
Northwest Institute Of Literary Art $10,000 Langley, WA, US To Continue Charitable Activities 2016

Foundations Similar to Lillian Rogatz Memorial Foundation

Discover 5 foundations with comparable assets ($165,249-$167,268), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 88-2179410 | 17 grants awarded
$167,268
(≈ Similar)
$650
median grant
Palo Alto, CA
Same state
100%
Excellent match

EIN: 82-3740037 | 20 grants awarded
$166,542
(≈ Similar)
$396
median grant
Glendale, CA
Same state
100%
Excellent match

EIN: 37-1563760 | 155 grants awarded
$165,778
(≈ Similar)
$488
median grant
Encinitas, CA
Same state
100%
Excellent match

EIN: 42-1719397 | 45 grants awarded
$165,280
(≈ Similar)
$1,000
median grant
San Jose, CA
Same state
100%
Excellent match

EIN: 77-0560851 | 22 grants awarded
$165,249
(≈ Similar)
$500
median grant
Santa Cruz, CA
Same state
99%
Excellent match

Contact Information

Official contact details for Lillian Rogatz Memorial Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 95-3982839
Website N/A
Address 91 SYAR DR Napa, CA 94558-3844

Key People (2)

Board members, trustees, and key staff who oversee Lillian Rogatz Memorial Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Judy Behrendt
Trustee Lawrence B Behrendt

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Lillian Rogatz Memorial Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.