Margolis Family Foundation
The Margolis Family Foundation is a private foundation based in Corona Del Mar, California. Its 2025 filing reports grants to charitable organizations, including recipients in California, Massachusetts, Michigan, New York, and Colorado.
Margolis Family Foundation at a glance
In short: Margolis Family Foundation gave $702K across 22 grants in 2025 (avg $32K), top state California. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $702,170
- +21.4% vs 2024
- Grants made (2025)
- 22
- -15.4% vs 2024
- Average grant
- $31,917
- +43.5% vs 2024
- Median grant
- $10,000
- Total assets
- $5,145,099
- -7.8% vs 2024
- New grantees (estimate)
- 9% first-time grantees (2 of 22, 2025; small sample)
- Primary geography
- California (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Margolis Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 3334 East Coast Hwy 374, Corona Del Mar, CA 92625-2328
Phone: (949) 719-2205
Website: https://margolisfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Margolis Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Giving Back Fund ($250K). Together the top 10 received $642K.
Grant Size Distribution
112 grants across all recorded years
The most common grant size was under $50K: 92 grants of 112 (82%).
Geographic Focus
Where this funder awards grants
In 2025, California recipients received 45% of grant dollars, Massachusetts 36%, Michigan 11%, and New York and Colorado 3% each.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
States
Cities
Is Margolis Family Foundation open to new grantees?
9%
first-time grantees, 2025
In 2025, 2 of 22 grantees (9%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $13K; repeat grants $34K. How we count
Medians: $13K first-time, $10K repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving grew 73% from 2022 to 2025. Method
- In 2025 it paid out 186% of 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $406K (2022) to $702K (2025). In 2025 it made 22 grants totaling $702K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Giving Back Fund Boston, MA | Support | $250,000 |
| Jewish Federation & Family Services Irvine, CA | Support | $171,020 |
| America Israel Education Foundation Troy, MI | Support | $75,000 |
| Choc Children's Foundation Orange, CA | Support | $50,000 |
| Segerstrom Center for the Arts Costa Mesa, CA | Support | $25,000 |
| Congregation HAR Hashem Boulder, CO | Support | $18,000 |
| Pacific Symphony Santa Ana, CA | Support | $18,000 |
| Jewish Graduate Student Initiative Inc Beverly Hills, CA | Support | $15,000 |
| Friends of Ir David New York, NY | Support | $10,000 |
| Judaism Alive Chesterfield, MO | Support | $10,000 |
Ready to take the next step with Margolis Family Foundation?
Financial History
Multi-year comparison from IRS filings
The foundation files Form 990-PF.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,145,099 | $453,419 | $888,469 | $702,170 | 22 | $823,624 | $698,818 | $443,344 |
| 2024 | $5,580,149 | $601,367 | $772,333 | $578,368 | 26 | $711,226 | $201,423 | $408,501 |
| 2023 | $5,751,115 | $480,445 | $642,898 | $451,278 | 20 | $493,585 | $107,363 | $366,609 |
| 2022 | $6,051,546 | $628,537 | $586,939 | $406,082 | 23 | $414,903 | $457,002 | $375,049 |
| 2021 | $6,237,879 | $529,204 | $698,914 | $548,968 | 21 | $553,685 | $317,502 | $420,834 |
| 2020 | $6,407,589 | $465,807 | $800,546 | $669,300 | 19 | — | $262,885 | $387,148 |
Under IRS private-foundation payout rules, Margolis Family Foundation reported a distributable amount of $443K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is available in the information provided. The 2025 grants show support for a range of organizations, with each grant’s stated purpose listed as “support.” Examples include a children’s foundation, arts organizations, Jewish community organizations, and Planned Parenthood-Orange County.
Some grantees’ own stated missions illustrate this range: Pacific Symphony says it serves Orange County through performances, broadcasts, education, and community engagement; Friends of Ir David says it assists organizations in the Old City of Jerusalem and the ancient City of David; and PEF Israel Endowment Funds says it supports needy people and institutions in Israel.
Grantmaking
In 2025, the foundation reported 22 grants totaling $702,170. Grant amounts ranged from $500 to $250,000, with a median of $10,000. Its largest reported grants were $250,000 to Giving Back Fund, $171,020 to Jewish Federation & Family Services, $75,000 to America Israel Education Foundation, and $50,000 to CHOC Children’s Foundation.
The foundation reported 26 grants totaling $578,368 in 2024 and 20 grants totaling $451,278 in 2023.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jeffrey H. Margolis as president, Deborah H. Margolis as vice president, Alexandria A. Margolis as secretary, and Allegra H. Margolis as director.
Margolis Family Foundation is led by Jeffrey H. Margolis, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeffrey H. Margolis
President
On filings since 2020
1 hr/week
No compensation reported
Allegra H. Margolis
Director
On filings since 2020
1 hr/week
No compensation reported
Alexandria A. Margolis
Secretary
On filings since 2020
1 hr/week
No compensation reported
Deborah H. Margolis
Vice President
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Margolis Family Foundation
How much does Margolis Family Foundation give each year?
Margolis Family Foundation gave $702K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $578K across 26 grants.
What is Margolis Family Foundation's typical grant size?
Margolis Family Foundation's median grant in 2025 was $10,000, and its average grant was $31,917, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Margolis Family Foundation that year got $13K on average.
Where does Margolis Family Foundation give grants?
Margolis Family Foundation's top state is California, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (36%) and Michigan (11%). The most frequent recipient cities were Irvine, CA (3 grants), New York, NY (3 grants), Newport Beach, CA (3 grants) and Orange, CA (2 grants).
Does Margolis Family Foundation give general operating support?
Not in 2025: none of the 22 grants with a stated purpose on Margolis Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (22 grants).
Who are Margolis Family Foundation's largest grantees?
Margolis Family Foundation's largest 2025 grantees include Giving Back Fund ($250,000), Jewish Federation & Family Services ($171,020) and America Israel Education Foundation ($75,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is Margolis Family Foundation?
Margolis Family Foundation reported $5.1M in total assets on its 2025 IRS Form 990-PF. It paid out $824K in qualifying distributions that year, against a required minimum of $443K (roughly 5% of its investment assets).
What does Margolis Family Foundation fund?
No mission statement is available in the information provided. The 2025 grants show support for a range of organizations, with each grant’s stated purpose listed as “support.” See mission & focus areas ↑
How do I apply for a grant from Margolis Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Margolis Family Foundation's EIN?
Margolis Family Foundation's EIN (Employer Identification Number) is 26-0558342. IRS Form 990 filing data is available on this page for 2020–2025.
Does Margolis Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Margolis Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Margolis Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Margolis Family Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/margolis-family-foundation-morg_2e685bfccf0d4a3e8b8e4d0012eb7f9a
BibTeX
@misc{grantable_260558342_2026,
author = {{Grantable}},
title = {{Margolis Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/margolis-family-foundation-morg_2e685bfccf0d4a3e8b8e4d0012eb7f9a},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Margolis Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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