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

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

No grants recorded for .

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

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

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