Margolis Family Foundation

CORONA DEL MAR, CA EIN: 26-0558342 Website

The Margolis Family Foundation is a private foundation based in Corona Del Mar, California. The foundation focuses on grantmaking in education, philanthropy, voluntarism, and human services.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.6M

-3.0% YoY

Annual Giving

$578K

+28.2% YoY

Grant Count

+30.0% YoY

Avg Grant Size

$22K

-1.4% YoY

Under IRS private-foundation payout rules, Margolis Family Foundation reported a distributable amount of $409K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding focus areas include:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services
Science and STEM Education

Grantmaking

The foundation supports general purpose grants and education-focused initiatives.

Grant Range

$150 to $161,000

Average Grant

amount varies by reporting period

Grant Types

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

California
New York
Nebraska

The foundation also makes grants in Texas, Florida, Illinois, and Maryland.

Grant Distribution by State

California $1.4M (54%)

New York $425K (16%)

Illinois $268K (10%)

Colorado $139K (5%)

Massachusetts $100K (4%)

District of Columbia $75K (3%)

Michigan $75K (3%)

New Jersey $75K (3%)

+3 more states

States

California Colorado District of Columbia Illinois Massachusetts Michigan Nebraska New Jersey New York Pennsylvania Virginia

Cities

ArlingtonBeverly HillsBostonBoulderCedarhurstCorona Del MarCosta MesaIrvineLos AngelesMelvilleNew YorkNewport BeachOrangePalmyraPhiladelphiaSanta AnaSteamboat SpringsTroyUrbanaWashington

Financial History

Multi-year comparison from IRS filings

Assets & Giving:

Total assets (2023): $5,751,115
Total assets (2024): $5,580,149 to $8.6 million (depending on reporting source)
Total giving (2023): $493,585
Total giving (2024): $578,368 to $711,000
Total revenue (2023): $480,445
Total expenses (2023): $642,898

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,580,149	$5,751,115	$6,051,546
Revenue	$601,367	$480,445	$628,537
Expenses	$772,333	$642,898	$586,939
Qualifying Distributions	$711,226	$493,585	$414,903
Net Investment Income	$201,423	$107,363	$457,002
Distributable Amount	$408,501	$366,609	$375,049

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

109 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish Federation & Family Services ($138,780), Giving Back Fund ($100,000), America Israel Education Foundation ($75,000).

Recipient	Purpose	Amount
AISH HA TORAH LOS ANGELES, CA	SUPPORT	$1,800
AMERICA ISRAEL EDUCATION FOUNDATION TROY, MI	SUPPORT	$75,000
CHOC CHILDREN'S FOUNDATION ORANGE, CA	SUPPORT	$50,000
CONGREGATION HAR HASHEM BOULDER, CO	SUPPORT	$18,000
CONGREGATION SHIR HA MA'ALOT IRVINE, CA	SUPPORT	$2,000
CURE DUCHENNE NEWPORT BEACH, CA	SUPPORT	$1,000
FRIENDS OF IR DAVID NEW YORK, NY	SUPPORT	$10,000
GIVING BACK FUND BOSTON, MA	SUPPORT	$100,000
HOAG HOSPITAL FOUNDATION NEWPORT BEACH, CA	SUPPORT	$1,600
JEWBELONG NEW YORK, NY	SUPPORT	$1,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by a family board:

Jeffrey H. Margolis – President (1 hour/week)
Deborah H. Margolis – Vice President (1 hour/week)
Alexandria A. Margolis – Secretary (1 hour/week)
Allegra H. Margolis – Director (1 hour/week)

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JEFFREY H MARGOLIS	PRESIDENT	1	—
DEBORAH H MARGOLIS	VICE PRESIDENT	1	—
ALEXANDRIA A MARGOLIS	SECRETARY	1	—
ALLEGRA H MARGOLIS	DIRECTOR	1	—

Contact Information

Address: 3334 East Coast Highway, Suite 374 Corona Del Mar, CA 92625

Phone: (949) 719-2205

Tax Status: 501(c)(3) organization, tax-exempt since September 2009 EIN: 26-0558342

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Margolis Family Foundation fund?

The foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Science and STEM Education

How do I apply for a grant from Margolis Family Foundation?

**Grant Characteristics:** • Typical grant range: $150 to $161,000 • Median grant amount: $10,000 to $21,974 • Average grant amount varies by reporting period • Total giving (2023): $493,585 • Total giving (2024): $578,368 • Number of grants awarded: 26-31 grants annually • Giving rate: 8.4% **Grant Types:** The foundation supports general purpose grants and education-focused initiatives.

Where does Margolis Family Foundation make grants?

The foundation primarily funds organizations in: • California • New York • Nebraska The foundation also makes grants in Texas, Florida, Illinois, and Maryland.

What size grants does Margolis Family Foundation award?

In 2024, Margolis Family Foundation awarded 26 grants totaling $578K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Margolis Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margolis Family Foundation reported a distributable amount of $409K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.