Betty E Margulis and Harry L Margulis Trust

ASHVILLE, OH EIN: 52-7325569

Betty E Margulis and Harry L Margulis Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ASHVILLE, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $747K in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $28K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$747K

-9.7% YoY

Annual Giving

$20K

-33.3% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$20K

+33.3% YoY

Under IRS private-foundation payout rules, Betty E Margulis and Harry L Margulis Trust reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.

About Betty E Margulis and Harry L Margulis Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $145K (100%)

States

Ohio

Cities

Ashville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$747,189	$827,092	$807,534
Revenue	$28,321	$13,858	$17,646
Expenses	$20,493	$30,330	$46,817
Qualifying Distributions	$20,493	$60,200	$78,828
Net Investment Income	$28,321	$16,116	$9,354
Distributable Amount	$40,243	$40,122	$41,609

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 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Teays Valley Local School District ($20,000).

Recipient	Purpose	Amount
TEAYS VALLEY LOCAL SCHOOL DISTRICT ASHVILLE, OH	ENRICHMENT OF ART AND MUSIC	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOE BLOW	GARDNER	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Betty E Margulis and Harry L Margulis Trust?

Betty E Margulis and Harry L Margulis Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ASHVILLE, OH. It holds $747K in total assets as of 2024.

How large is Betty E Margulis and Harry L Margulis Trust?

As of 2024, Betty E Margulis and Harry L Margulis Trust holds $747K in total assets with $28K in annual revenue. It awarded 1 grants totaling $20K in 2024.

Where does Betty E Margulis and Harry L Margulis Trust operate?

Betty E Margulis and Harry L Margulis Trust has awarded grants in Ohio.

What size grants does Betty E Margulis and Harry L Margulis Trust award?

In 2024, Betty E Margulis and Harry L Margulis Trust awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Betty E Margulis and Harry L Margulis Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Betty E Margulis and Harry L Margulis Trust reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Betty E Margulis and Harry L Margulis Trust's EIN?

Betty E Margulis and Harry L Margulis Trust's EIN (Employer Identification Number) is 52-7325569. IRS Form 990 filing data is available on this page for 2020–2024.