D Sterling Margolis Family Foundation
The D Sterling Margolis Family Foundation is a private foundation based in Houston, Texas. In 2025, it reported making 22 grants totaling $386,402 to organizations in several states and Washington, D.C.
D Sterling Margolis Family Foundation at a glance
In short: D Sterling Margolis Family Foundation gave $386K across 22 grants in 2025 (avg $18K), top state Florida. 41% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $386,402
- +8.2% vs 2024
- Grants made (2025)
- 22
- +4.8% vs 2024
- Average grant
- $17,564
- +3.2% vs 2024
- Median grant
- $10,844
- Total assets
- $217,702
- +187.8% vs 2024
- New grantees (estimate)
- 41% first-time grantees (9 of 22, 2025; small sample)
- Primary geography
- Florida (28% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to D Sterling Margolis Family Foundation
- How to Apply
-
The foundation’s filing states that no form is required and that contributions are based on the merit of the organization. It lists Michael Margolis as the contact, with no restrictions on awards.
- Contact
Application contact: Michael Margolis
Mailing address: 121 N Post Oak Lane Suite 1306, Houston, TX 77024
Phone: (917) 355-2626
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who D Sterling Margolis Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Atlantic Council of the United States ($50K). Together the top 10 received $315K.
Grant Size Distribution
97 grants across all recorded years
The most common grant size was under $50K: 85 grants of 97 (88%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to organizations in Florida (28%), Washington, D.C. (15%), Texas (15%), New York (14%), and Ohio (13%). The reported grants also included recipients in Pennsylvania and California.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
States
Cities
Is D Sterling Margolis Family Foundation open to new grantees?
41%
first-time grantees, 2025
In 2025, 9 of 22 grantees (41%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $18K; repeat grants $17K. How we count
Medians: $14K first-time, $10K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving grew 40% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $276K (2022) to $386K (2025). In 2025 it made 22 grants totaling $386K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atlantic Council of the United States Washington, DC | General | $50,000 |
| Cleveland Clinic Foundation Cleveland, OH | General | $50,000 |
| The Society of Four Arts Palm Beach, FL | General | $45,000 |
| Jewish Federation of Houston Houston, TX | General | $35,000 |
| Friends of IDF New York, NY | General | $31,000 |
| Birthright Israel Foundation New York, NY | General | $25,000 |
| Eagles Autism Foundation Philadelphia, PA | General | $25,000 |
| Jewish Community Foundation San Diego, CA | General | $25,000 |
| Palm Beach Synagogue Palm Beach, FL | General | $15,000 |
| Historical Society of Palm Beach County West Palm Beach, FL | General | $14,400 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $217,702 | $535,200 | $392,547 | $386,402 | 22 | $386,402 | $150 | $4,333 |
| 2024 | $75,649 | $392,305 | $360,845 | $357,250 | 21 | $357,250 | $440 | $2,451 |
| 2023 | $39,408 | $335,125 | $348,395 | $344,500 | 20 | $344,500 | $75 | $1,878 |
| 2022 | $55,978 | $158,136 | $279,687 | $275,519 | 16 | $279,687 | $445 | $5,782 |
| 2021 | $306,012 | $519,321 | $381,279 | $376,400 | 18 | $379,341 | $75,367 | $12,408 |
| 2020 | $132,869 | $511,463 | $360,762 | $352,100 | 16 | — | $162,957 | $8,578 |
Under IRS private-foundation payout rules, D Sterling Margolis Family Foundation reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s grants include support for organizations with varied missions. The Atlantic Council of the United States says it promotes constructive leadership and engagement in international affairs through research and analysis. Birthright Israel Foundation says it raises funds to support educational trips to Israel for eligible young Jewish adults. The Institute for a Secure America describes itself as a research and educational organization focused on strengthening U.S. and allied security.
Grantmaking
In 2025, the foundation reported 22 grants totaling $386,402. Grants ranged from $515 to $50,000, with a median grant of $10,844. Its largest reported awards included $50,000 each to the Atlantic Council of the United States and Cleveland Clinic Foundation; $45,000 to the Society of Four Arts; $35,000 to the Jewish Federation of Houston; and $31,000 to Friends of IDF.
Other 2025 grants included $25,000 to Birthright Israel Foundation, $25,000 to Eagles Autism Foundation, and $15,000 to Palm Beach Synagogue. The Jewish Community Foundation of Orange County describes its work as building a culture of legacy and empowering meaningful giving within the Orange County Jewish community.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Michael Margolis as president, Gregory Margolis as vice president, and Ralph Heyman as secretary.
D Sterling Margolis Family Foundation is led by Michael Margolis, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Michael Margolis
President
On filings since 2020
1 hr/week
No compensation reported
Gregory Margolis
Vice President
On filings since 2020
1 hr/week
No compensation reported
Ralph Heyman
Secretary
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Monique Margolis (2020–2023) — Manager
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about D Sterling Margolis Family Foundation
How much does D Sterling Margolis Family Foundation give each year?
D Sterling Margolis Family Foundation gave $386K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $357K across 21 grants.
What is D Sterling Margolis Family Foundation's typical grant size?
D Sterling Margolis Family Foundation's median grant in 2025 was $10,844, and its average grant was $17,564, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from D Sterling Margolis Family Foundation that year got $18K on average.
Where does D Sterling Margolis Family Foundation give grants?
D Sterling Margolis Family Foundation's top state is Florida, with 28% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (15%) and Texas (15%). The most frequent recipient cities were Houston, TX (3 grants), West Palm Beach, FL (3 grants), Palm Beach, FL (2 grants) and Washington, DC (2 grants).
Does D Sterling Margolis Family Foundation give general operating support?
Yes: 100% of D Sterling Margolis Family Foundation's 2025 grants with a stated purpose (22 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are D Sterling Margolis Family Foundation's largest grantees?
D Sterling Margolis Family Foundation's largest 2025 grantees include Atlantic Council of the United States ($50,000), Cleveland Clinic Foundation ($50,000) and The Society of Four Arts ($45,000), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is D Sterling Margolis Family Foundation?
D Sterling Margolis Family Foundation reported $218K in total assets on its 2025 IRS Form 990-PF. It paid out $386K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What does D Sterling Margolis Family Foundation fund?
The foundation’s grants include support for organizations with varied missions. The Atlantic Council of the United States says it promotes constructive leadership and engagement in international affairs through research and analysis. See mission & focus areas ↑
How do I apply for a grant from D Sterling Margolis Family Foundation?
The foundation’s filing states that no form is required and that contributions are based on the merit of the organization. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is D Sterling Margolis Family Foundation's EIN?
D Sterling Margolis Family Foundation's EIN (Employer Identification Number) is 31-6068719. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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Cite this profile
Grantable. (2026). D Sterling Margolis Family Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/d-sterling-margolis-family-foundation-morg_dd9cab03ca7549d4a068bb3ab2d23a1f
BibTeX
@misc{grantable_316068719_2026,
author = {{Grantable}},
title = {{D Sterling Margolis Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/d-sterling-margolis-family-foundation-morg_dd9cab03ca7549d4a068bb3ab2d23a1f},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from D Sterling Margolis Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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