Margolis Family Foundation
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.
Key facts about Margolis Family Foundation
- EIN
- 26-0558342
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $578,368
- Grants made (2024)
- 26
- Average grant
- $22,245
- Median grant
- $10,000
- New grantees (estimate)
- 38% first-time grantees (10 of 26, 2024)
- Total assets
- $5,580,149
- Primary geography
- California (49% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Margolis Family Foundation funds
By grant dollars, the top recipient states for Margolis Family Foundation's 26 itemized 2024 grants were California (49%), Massachusetts (17%) and Michigan (13%). The most frequent recipient cities were New York, NY (4 grants), Newport Beach, CA (4 grants), Irvine, CA (3 grants) and Orange, CA (2 grants). None of its 26 grants with a stated purpose were described as general or operating support. Recurring purposes include "Support" (26 grants).
Is Margolis Family Foundation open to new grantees?
38%
first-time grantees, 2024
In 2024, 10 of 26 grantees (38%) were first-time recipients. First grants averaged $19K; repeat grants $25K. How we count
Medians: $6K first-time, $11K repeat.
- 62% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+5%). Method
- In 2024 it paid out 174% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Margolis Family Foundation
- How to evaluate Margolis Family Foundation as a funder
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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
26
+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.
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
Share of all 26 itemized 2024 grant dollars.
States
Cities
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
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Jewish Federation & Family Services ($138,780), Giving Back Fund ($100,000), America Israel Education Foundation ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION & FAMILY SERVICES Irvine, CA | SUPPORT | $138,780 |
| GIVING BACK FUND Boston, MA | SUPPORT | $100,000 |
| AMERICA ISRAEL EDUCATION FOUNDATION Troy, MI | SUPPORT | $75,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION Urbana, IL | SUPPORT | $53,600 |
| 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 |
| UC IRVINE FOUNDATION Irvine, CA | SUPPORT | $12,500 |
| TEMPLE BAT YAHM Newport Beach, NY | SUPPORT | $11,375 |
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
No officer or director reported compensation in the available filings.
From 2024 IRS 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
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.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.