Ben and Iris Margolis Foundation
Ben and Iris Margolis Foundation is a private foundation, based in Des Moines, IA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $11.3M in total assets. In 2026, it awarded 1 grant totaling $631K. Net investment income was $1.2M.
Ben and Iris Margolis Foundation at a glance
In short: Ben and Iris Margolis Foundation gave $631K across 1 grant in 2026 (avg $631K), mostly in Utah. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $631,490
- +8.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $631,490
- +8.7% vs 2025
- Median grant
- $631,490
- Total assets
- $11,263,081
- +4.7% vs 2025
- Primary geography
- Utah (100% 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 Ben and Iris Margolis Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Univ of Utah College of Medicine ($631K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Ben and Iris Margolis Foundation gives
- Giving held roughly steady from 2023 to 2026 (+1%). Method
- In 2026 it paid out 96% 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 2021 to 2026, annual grant giving ranged from $570K (2021) to $631K (2026). In 2026 it made 1 grant totaling $631K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Univ of Utah College of Medicine Salt Lake City, UT | General Operating | $631,490 |
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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 | $11,263,081 | $1,203,069 | $700,600 | $631,490 | 1 | $645,214 | $1,156,713 | $671,452 |
| 2025 | $10,759,806 | $925,617 | $659,520 | $581,178 | 1 | $594,344 | $879,536 | $644,656 |
| 2024 | $10,492,919 | $627,061 | $626,499 | $571,971 | 1 | $583,995 | $586,161 | $593,202 |
| 2023 | $10,493,350 | $364,639 | $695,264 | $627,825 | 1 | $640,213 | $321,973 | $584,359 |
| 2022 | $10,832,158 | $1,115,971 | $677,413 | $600,585 | 1 | $656,545 | $1,056,821 | $683,785 |
| 2021 | $10,393,310 | $963,408 | $623,497 | $570,000 | 1 | — | $925,706 | $607,393 |
Under IRS private-foundation payout rules, Ben and Iris Margolis Foundation reported a distributable amount of $671K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ben and Iris Margolis Foundation is led by Principal Financial Group, Trustee on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2026 filing
Principal Financial Group
Trustee
On filings since 2022
1 hr/week
$56K (2022) → $55K (2026)
Former officers (1)
- Former: Wells Fargo Bank N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "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 $55K, to Principal Financial Group (Trustee).
Frequently asked questions about Ben and Iris Margolis Foundation
How much does Ben and Iris Margolis Foundation give each year?
Ben and Iris Margolis Foundation gave $631K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $581K across 1 grant.
How large is Ben and Iris Margolis Foundation?
Ben and Iris Margolis Foundation reported $11.3M in total assets on its 2026 IRS Form 990-PF. It paid out $645K in qualifying distributions that year, against a required minimum of $671K (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.
Where does Ben and Iris Margolis Foundation operate?
Ben and Iris Margolis Foundation has awarded grants in Utah.
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 2021–2026.
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 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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