D Sterling Margolis Family Foundation

Foundation · Grantmaker Houston, TX EIN: 31-6068719

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.

Key facts about D Sterling Margolis Family Foundation

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.

EIN
31-6068719
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$386,402
Grants made (2025)
22
Average grant
$17,564
Median grant
$10,844
New grantees (estimate)
41% first-time grantees (9 of 22, 2025)
Total assets
$217,702
Primary geography
Florida (28% of itemized 2025 grant dollars)
How to apply
The foundation’s filing states that no form is required and that contributions are based on the merit of the organization. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$218K

+187.8% YoY

Annual Giving

$386K

+8.2% YoY

Grant Count

22

+4.8% YoY

Avg Grant Size

$18K

+3.2% YoY

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.

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. 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.

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.

Review Cycle

** None.

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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

10states

Share of all 22 itemized 2025 grant dollars.

Cities

Palm BeachHoustonNew YorkWest Palm BeachWashingtonDeerfield BeachFort LauderdaleClevelandDaytonSpringhouseW Palm BeachAndoverBryn MawrCambridgeChagrin FallsPalm Beach GardensPhiladelphiaRaleighSan DiegoSouthington

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K16 grants202018 grants202116 grants202220 grants202321 grants202422 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Atlantic Council of the United States: $50KAtlantic Council of the UnitedStates$50KCleveland Clinic Foundation: $50KCleveland Clinic Foundation$50KThe Society of Four Arts: $45KThe Society of Four Arts$45KJewish Federation of Houston: $35KJewish Federation of Houston$35KFriends of Idf: $31KFriends of Idf$31KBirthright Israel Foundation: $25KBirthright Israel Foundation$25KEagles Autism Foundation: $25KEagles Autism Foundation$25KJewish Community Foundation: $25KJewish Community Foundation$25KPalm Beach Synagogue: $15KPalm Beach Synagogue$15KHistorical Society of Palm Beach County: $14KHistorical Society of PalmBeach County$14K

Grant Size Distribution

97 grants across all recorded years

85<$50K12$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ATLANTIC COUNCIL OF THE UNITED STATES Washington, DCGENERAL$50,000
CLEVELAND CLINIC FOUNDATION Cleveland, OHGENERAL$50,000
THE SOCIETY OF FOUR ARTS Palm Beach, FLGENERAL$45,000
JEWISH FEDERATION OF HOUSTON Houston, TXGENERAL$35,000
FRIENDS OF IDF New York, NYGENERAL$31,000
BIRTHRIGHT ISRAEL FOUNDATION New York, NYGENERAL$25,000
EAGLES AUTISM FOUNDATION Philadelphia, PAGENERAL$25,000
JEWISH COMMUNITY FOUNDATION San Diego, CAGENERAL$25,000
PALM BEACH SYNAGOGUE Palm Beach, FLGENERAL$15,000
HISTORICAL SOCIETY OF PALM BEACH COUNTY West Palm Beach, FLGENERAL$14,400

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $217,702 $535,200 $392,547 $386,402
2024 $75,649 $392,305 $360,845 $357,250
2023 $39,408 $335,125 $348,395 $344,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$217,702$75,649$39,408
Revenue$535,200$392,305$335,125
Expenses$392,547$360,845$348,395
Qualifying Distributions$386,402$357,250$344,500
Net Investment Income$150$440$75
Distributable Amount$4,333$2,451$1,878

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 9, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 9, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)

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.

Contact

Application contact: Michael Margolis
Mailing address: 121 N Post Oak Lane Suite 1306, Houston, TX 77024
Phone: (917) 355-2626

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. 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 securi…

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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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