Ben and Iris Margolis Foundation

DES MOINES, IA EIN: 87-6180864

Ben and Iris Margolis Foundation is a private foundation, based in DES MOINES, IA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $10.8M in total assets. In 2025, it awarded 1 grants totaling $581K. Net investment income was $880K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10.8M

+2.5% YoY

Annual Giving

$581K

+1.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$581K

+1.6% YoY

Under IRS private-foundation payout rules, Ben and Iris Margolis Foundation reported a distributable amount of $645K for 2025 — the minimum it must pay out in qualifying distributions.

About Ben and Iris Margolis Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Utah $3.0M (100%)

States

Utah

Cities

Salt Lake City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$10,759,806	$10,492,919	$10,493,350
Revenue	$925,617	$627,061	$364,639
Expenses	$659,520	$626,499	$695,264
Qualifying Distributions	$594,344	$583,995	$640,213
Net Investment Income	$879,536	$586,161	$321,973
Distributable Amount	$644,656	$593,202	$584,359

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Univ of Utah College of Medicine ($581,178).

Recipient	Purpose	Amount
UNIV OF UTAH COLLEGE OF MEDICINE SALT LAKE CITY, UT	GENERAL OPERATING	$581,178

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
PRINCIPAL FINANCIAL GROUP	TRUSTEE	1	$52,663

Frequently Asked Questions

How large is Ben and Iris Margolis Foundation?

As of 2025, Ben and Iris Margolis Foundation holds $10.8M in total assets with $926K in annual revenue. It awarded 1 grants totaling $581K in 2025.

Where does Ben and Iris Margolis Foundation operate?

Ben and Iris Margolis Foundation has awarded grants in Utah.

What size grants does Ben and Iris Margolis Foundation award?

In 2025, Ben and Iris Margolis Foundation awarded 1 grants totaling $581K — an average of about $581K per grant, based on its IRS Form 990 filings.

How much is Ben and Iris Margolis Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ben and Iris Margolis Foundation reported a distributable amount of $645K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ben and Iris Margolis Foundation's EIN?

Ben and Iris Margolis Foundation's EIN (Employer Identification Number) is 87-6180864. IRS Form 990 filing data is available on this page for 2021–2025.