Margoes Foundation

BERKELEY, CA EIN: 94-2955164

Margoes Foundation is a private foundation, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $160K. Net investment income was $244K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.5M

+8.6% YoY

Annual Giving

$160K

+3.2% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$40K

+3.2% YoY

Under IRS private-foundation payout rules, Margoes Foundation reported a distributable amount of $259K for 2024 — the minimum it must pay out in qualifying distributions.

About Margoes Foundation

Based on IRS filings

Margoes Foundation is a private foundation, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $160K. Net investment income was $244K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BeverlyChicagoEast Palo AltoHealdsburgOaklandRichmondSan CarlosSan FranciscoSan JoseSan RafaelSanta Rosa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$116K$233K$349K$465K20202021202220232024
Metric202420232022
Total Assets$5,541,128$5,101,889$4,564,866
Revenue$286,780$286,021$81,044
Expenses$258,337$280,550$322,374
Qualifying Distributions$215,604$245,016$276,482
Net Investment Income$243,505$249,894$40,336
Distributable Amount$258,756$232,633$244,391

Giving Over Time

Total grant dollars and number of grants per year

$0$60K$120K$180K$240K5 grants20207 grants20216 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

MAGNOLIA GLOBAL ACADEMY …$50KEDWARD CHARLES FOUNDATION$40KOAKLAND PUBLIC EDUCATION…$35KTHE TOWER FOUNDATION OF …$35K

Grant Size Distribution

26 grants across all recorded years

17<$50K9$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Margoes Foundation

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Magnolia Global Academy for Leaders ($50,000), Edward Charles Foundation ($40,000), Oakland Public Education Fund ($35,000).

RecipientPurposeAmount
EDWARD CHARLES FOUNDATION BEVERLY, CATO SUPPORT THE LAUNCH OF PARAPRO$40,000
MAGNOLIA GLOBAL ACADEMY FOR LEADERS SANTA ROSA, CAMAGNOLIA PROJECT$50,000
OAKLAND PUBLIC EDUCATION FUND OAKLAND, CATO SUPPORT YOUTH BEAT MEDIA CAREER TRAINING$35,000
THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY SAN JOSE, CATO SUPPORT SPARTUP 2024 SUMMER INTENSIVE$35,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HOLLY WILLIAMSONDIRECTOR1
MARK MOSKOWITZCHAIR/DIRECTOR1
MARK TAMAYOSECRETARY/DIRECTOR1
SHERRY SARINTATREASURER/CFO1

Frequently Asked Questions

How large is Margoes Foundation?

As of 2024, Margoes Foundation holds $5.5M in total assets with $287K in annual revenue. It awarded 4 grants totaling $160K in 2024.

Where does Margoes Foundation operate?

Margoes Foundation has awarded grants in California, Illinois.

What size grants does Margoes Foundation award?

In 2024, Margoes Foundation awarded 4 grants totaling $160K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Margoes Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margoes Foundation reported a distributable amount of $259K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margoes Foundation's EIN?

Margoes Foundation's EIN (Employer Identification Number) is 94-2955164. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Margoes Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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