Fred and Ann Margolin Foundation is a private foundation focused on Human Services, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $961K in total assets. In 2024, it awarded 13 grants totaling $76K. Net investment income was $91K.
Key facts about Fred and Ann Margolin Foundation
- EIN
- 75-2568875
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $75,744
- Grants made (2024)
- 13
- Average grant
- $5,826
- Median grant
- $1,500
- New grantees (estimate)
- 62% first-time grantees (8 of 13, 2024)
- Total assets
- $961,178
- Primary geography
- Texas (83% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Fred and Ann Margolin Foundation funds
By grant dollars, the top recipient states for Fred and Ann Margolin Foundation's 13 itemized 2024 grants were Texas (83%), North Carolina (9%) and New York (7%). The most frequent recipient cities were Dallas, TX (6 grants) and New York, NY (3 grants). 100% of grants with a stated purpose were for general or operating support.
Is Fred and Ann Margolin Foundation open to new grantees?
62%
first-time grantees, 2024
In 2024, 8 of 13 grantees (62%) were first-time recipients. First grants averaged $2K; repeat grants $13K. How we count
Medians: $2K first-time, $7K repeat.
- 23% of 2024 grantees were also funded in 2023. Method
- Giving grew 21% from 2021 to 2024. Method
- In 2024 it paid out 157% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Fred and Ann Margolin Foundation
- How to evaluate Fred and Ann Margolin Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$961K
+5.0% YoY
Annual Giving
$76K
-40.4% YoY
Grant Count
13
-27.8% YoY
Avg Grant Size
$6K
-17.5% YoY
Under IRS private-foundation payout rules, Fred and Ann Margolin Foundation reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
About Fred and Ann Margolin Foundation
Based on IRS filings
Fred and Ann Margolin Foundation is a private foundation focused on Human Services, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $961K in total assets. In 2024, it awarded 13 grants totaling $76K. Net investment income was $91K.
Focus Areas
Ready to take the next step with Fred and Ann Margolin Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $961,178 | $915,435 | $928,811 |
| Revenue | $171,337 | $112,487 | $120,520 |
| Expenses | $104,346 | $147,111 | $108,230 |
| Qualifying Distributions | $79,222 | $129,101 | $91,414 |
| Net Investment Income | $90,958 | $65,310 | $86,098 |
| Distributable Amount | $50,395 | $46,366 | $50,226 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
90 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Temple Emanu-El ($33,964), Dallas Holocaust Museum ($21,000), Titas Dance Unbound ($6,700).
| Recipient | Purpose | Amount |
|---|---|---|
| TEMPLE EMANU-EL DALLAS, TX | GENERAL OPERATING SUPPORT | $33,964 |
| DALLAS HOLOCAUST MUSEUM DALLAS, TX | GENERAL OPERATING SUPPORT | $21,000 |
| TITAS DANCE UNBOUND RALEIGH, NC | GENERAL OPERATING SUPPORT | $6,700 |
| TRAC (TRANSITION RESOURCE ACTION CENTER) DALLAS, TX | GENERAL OPERATING SUPPORT | $2,500 |
| WORLD MONUMENTS FUND NEW YORK, NY | GENERAL OPERATING SUPPORT | $2,500 |
| ANTI-DEFAMATION LEAGUE TEXOMA NEW YORK, NY | GENERAL OPERATING SUPPORT | $1,800 |
| TEXANS CARE FOR CHILDREN AUSTIN, TX | GENERAL OPERATING SUPPORT | $1,500 |
| TURTLE CREEK ASSOCIATION DALLAS, TX | GENERAL OPERATING SUPPORT | $1,500 |
| DALLAS AREA TORAH ASSOCIATION DALLAS, TX | GENERAL OPERATING SUPPORT | $1,030 |
| HARVARD BUSINESS SCHOOL CLUB OF DALLAS DALLAS, TX | GENERAL OPERATING SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Ann E Margolin | President | 0.5 | — |
| Fred H Margolin | Trustee | 1 | — |
| Richard Margolin | Trustee | — | — |
| Jane Margolin | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Fred and Ann Margolin Foundation?
Fred and Ann Margolin Foundation is a private foundation focused on Human Services, based in DALLAS, TX. It holds $961K in total assets as of 2024.
How large is Fred and Ann Margolin Foundation?
As of 2024, Fred and Ann Margolin Foundation holds $961K in total assets with $171K in annual revenue. It awarded 13 grants totaling $76K in 2024.
Where does Fred and Ann Margolin Foundation operate?
Fred and Ann Margolin Foundation has awarded grants in California, District of Columbia, Florida, Missouri, North Carolina, New York, Ohio, Texas, Utah, Virginia.
What size grants does Fred and Ann Margolin Foundation award?
In 2024, Fred and Ann Margolin Foundation awarded 13 grants totaling $76K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Fred and Ann Margolin Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Fred and Ann Margolin Foundation reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Fred and Ann Margolin Foundation's EIN?
Fred and Ann Margolin Foundation's EIN (Employer Identification Number) is 75-2568875. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.