D Sterling Margolis Family Foundation
The D Sterling Margolis Family Foundation is a private foundation based in Houston, Texas, established in May 1967. It operates as a 501(c)(3) tax-exempt organization with a focus on educational philanthropy and charitable giving across multiple U.S. states and international locations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$76K
+92.0% YoY
Annual Giving
$357K
+3.7% YoY
Grant Count
21
+5.0% YoY
Avg Grant Size
$17K
-1.2% YoY
Under IRS private-foundation payout rules, D Sterling Margolis Family Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding focus is education, with secondary interests in philanthropy, voluntarism, and grantmaking, as well as health care. The foundation supports educational initiatives and philanthropic endeavors across diverse geographic regions.
Grantmaking
The foundation makes grants with typical award sizes ranging from $500 to $80,000. Based on recent filings, the foundation reported total giving of $344,500 to $348,395 in recent fiscal years, with approximately 3,786 total grants awarded in the previous year. The foundation reports being open to new applicants, with approximately 12% of new applicants receiving funding.
Ready to take the next step with D Sterling Margolis Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple U.S. states including Florida, Massachusetts, New York, Ohio, Pennsylvania, Texas, and Washington, D.C. It also funds international locations, including Petach Tikvah.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2023-2024):
- Total Assets: $39,408
- Total Revenue: $335,125 (2023)
- Total Expenses: $348,395 (2023)
- Total Giving: $344,500
Earlier Financial Data (2024):
- Revenue: $392,000
- Expenses: $361,000
- Total Assets: $75,600
- Total Liabilities: $0
The foundation has maintained tax-exempt status since May 1967 (EIN: 31-6068719).
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $75,649 | $39,408 | $55,978 |
| Revenue | $392,305 | $335,125 | $158,136 |
| Expenses | $360,845 | $348,395 | $279,687 |
| Qualifying Distributions | $357,250 | $344,500 | $279,687 |
| Net Investment Income | $440 | $75 | $445 |
| Distributable Amount | $2,451 | $1,878 | $5,782 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
91 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Atlantic Councel of the United States ($75,000), The Society of Four Arts ($45,000), Jdrf International ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF HEBREW UNIVERSITY FORT LAUDERDALE, FL | GENERAL | $10,000 |
| ATLANTIC COUNCEL OF THE UNITED STATES WASHINGTON, DC | GENERAL | $75,000 |
| BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY | GENERAL | $30,000 |
| CLEVELAND CLINIC FOUNDATION CLEVELAND, OH | GENERAL | $4,400 |
| CONGREGATION BETH ISRAEL HOUSTON, TX | GENERAL | $10,900 |
| HOSPITAL FOR SPECIAL SURGERY NEW YORK, NY | GENERAL | $1,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION HOUSTON, TX | GENERAL | $10,000 |
| ISRAEL TENNIS & EDUCATION CENTER DEERFIELD BEACH, FL | GENERAL | $5,000 |
| JDRF INTERNATIONAL NEW YORK, NY | GENERAL | $40,000 |
| JEWISH FEDERAL OF PALM BEACH COUNTY PALM BEACH, FL | GENERAL | $27,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key personnel include:
- Michael Margolis — President
- Gregory Margolis — Vice President
- Ralph Heyman — Secretary
- Monique Margolis — Manager (served until July 2023)
Leadership roles are provided without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL MARGOLIS | PRESIDENT | 1 | — |
| GREGORY MARGOLIS | VICE PRESIDENT | 1 | — |
| RALPH HEYMAN | SECRETARY | 1 | — |
Frequently Asked Questions
What does D Sterling Margolis Family Foundation fund?
The foundation's primary funding focus is education, with secondary interests in philanthropy, voluntarism, and grantmaking, as well as health care. The foundation supports educational initiatives and philanthropic endeavors across diverse geographic regions.
How do I apply for a grant from D Sterling Margolis Family Foundation?
The foundation makes grants with typical award sizes ranging from $500 to $80,000. Based on recent filings, the foundation reported total giving of $344,500 to $348,395 in recent fiscal years, with approximately 3,786 total grants awarded in the previous year. The foundation reports being open to new applicants, with approximately 12% of new applicants receiving funding.
Where does D Sterling Margolis Family Foundation make grants?
The foundation supports organizations across multiple U.S. states including Florida, Massachusetts, New York, Ohio, Pennsylvania, Texas, and Washington, D.C. It also funds international locations, including Petach Tikvah.
What size grants does D Sterling Margolis Family Foundation award?
In 2024, D Sterling Margolis Family Foundation awarded 21 grants totaling $357K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is D Sterling Margolis Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, D Sterling Margolis Family Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in D Sterling Margolis Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
Greater Houston Community Foundation
HOUSTON, TX
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Jewish Communal Fund
NEW YORK, NY
Assets
$3.0B
Grants
4,673
Total Given
$953.3M
Combined Jewish Philanthropies of Greater Boston Inc
BOSTON, MA
Assets
$2.3B
Grants
1,105
Total Given
$322.3M
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Frances and Jack Levy Foundation
PALM BEACH, FL
Assets
$1.4M
Grants
24
Total Given
$390K
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
The Community Foundation for Greater
ATLANTA, GA
Assets
$1.5B
Grants
1,414
Total Given
$152.3M
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with D Sterling Margolis Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities