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
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
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
Go from researching D Sterling Margolis Family Foundation to a real strategy.