Margolies Albert & Ann Margolies Perpetual
Margolies Albert & Ann Margolies Perpetual is a private foundation, based in Scranton, PA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $639K in total assets. In 2026, it awarded 4 grants totaling $58K. Net investment income was $22K.
Margolies Albert & Ann Margolies Perpetual at a glance
In short: Margolies Albert & Ann Margolies Perpetual gave $58K across 4 grants in 2026 (avg $15K), mostly in Pennsylvania. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $58,000
- +3.6% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $14,500
- +3.6% vs 2025
- Median grant
- $14,500
- Total assets
- $639,078
- -5.8% vs 2025
- Primary geography
- Pennsylvania (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Margolies Albert & Ann Margolies Perpetual funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was United Way of Lackawanna & Wayne Cnty ($15K). Together the top 4 received $58K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Margolies Albert & Ann Margolies Perpetual gives
- Giving held roughly steady from 2023 to 2026 (+5%). Method
- In 2026 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $50K (2021) to $60K (2024). In 2026 it made 4 grants totaling $58K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Lackawanna & Wayne Cnty Scranton, PA | General Purposes | $14,500 |
| Lackawanna Blind Association Scranton, PA | General Purpose | $14,500 |
| Jewish Community Center Scranton, PA | General Purpose | $14,500 |
| Jewish Family Services of Ne PA Scranton, PA | General Purpose | $14,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $639,078 | $32,678 | $71,864 | $58,000 | 4 | $59,387 | $22,362 | $56,985 |
| 2025 | $678,266 | $113,154 | $68,133 | $56,000 | 4 | $57,351 | $103,087 | $53,029 |
| 2024 | $633,246 | $60,215 | $71,888 | $60,000 | 6 | $61,521 | $50,885 | $50,249 |
| 2023 | $644,918 | $59,556 | $65,865 | $55,000 | 5 | $55,995 | $50,445 | $50,253 |
| 2022 | $651,226 | $36,997 | $71,574 | $60,000 | 4 | $61,072 | $27,192 | $52,846 |
| 2021 | $685,807 | $59,105 | $60,173 | $50,000 | 5 | — | $49,935 | $51,340 |
Under IRS private-foundation payout rules, Margolies Albert & Ann Margolies Perpetual reported a distributable amount of $57K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margolies Albert & Ann Margolies Perpetual's only listed officer is Peoples Security Bank Trust Co, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Peoples Security Bank Trust Co
Trustee
On filings since 2021
40 hrs/week
$10K (2021) → $9K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $9K, to Peoples Security Bank Trust Co (Trustee).
Frequently asked questions about Margolies Albert & Ann Margolies Perpetual
How much does Margolies Albert & Ann Margolies Perpetual give each year?
Margolies Albert & Ann Margolies Perpetual gave $58K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $56K across 4 grants.
What is Margolies Albert & Ann Margolies Perpetual's typical grant size?
Margolies Albert & Ann Margolies Perpetual's median grant in 2026 was $14,500, and its average grant was $14,500, across 4 grants on its 2026 IRS Form 990-PF.
Where does Margolies Albert & Ann Margolies Perpetual give grants?
Margolies Albert & Ann Margolies Perpetual gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Scranton, PA (4 grants).
Does Margolies Albert & Ann Margolies Perpetual give general operating support?
Yes: 100% of Margolies Albert & Ann Margolies Perpetual's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Margolies Albert & Ann Margolies Perpetual?
Margolies Albert & Ann Margolies Perpetual reported $639K in total assets on its 2026 IRS Form 990-PF. It paid out $59K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets).
What is Margolies Albert & Ann Margolies Perpetual's EIN?
Margolies Albert & Ann Margolies Perpetual's EIN (Employer Identification Number) is 23-7840492. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 16, 2026)
- IRS filings on file for fiscal years 2021–2025
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