Margolis Foundation Inc

NEW YORK, NY EIN: 23-7009667

Margolis Foundation Inc is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $361K in total assets. In 2024, it awarded 7 grants totaling $21K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$361K

-1.6% YoY

Annual Giving

$21K

-20.8% YoY

Grant Count

7

-36.4% YoY

Avg Grant Size

$3K

+24.5% YoY

Under IRS private-foundation payout rules, Margolis Foundation Inc reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Margolis Foundation Inc

Based on IRS filings

Margolis Foundation Inc is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $361K in total assets. In 2024, it awarded 7 grants totaling $21K. Net investment income was $16K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BethesdaBronxLexingtonNew YorkNewport BeachQuogueRiverheadSaratoga Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$41K$62K$82K20202021202220232024
Metric202420232022
Total Assets$361,354$367,112$367,065
Revenue$15,878$26,725$14,660
Expenses$21,636$26,678$27,600
Qualifying Distributions$21,000$26,500$26,500
Net Investment Income$15,878$26,725$14,660
Distributable Amount$20,732$19,175$19,378

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$37K$55K$74K11 grants202010 grants202111 grants202211 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

NEWPORT FESTIVALS FOUNDA…$6KFOOD EDUCATION FUND$5KBLADDER CANCER ADVOCACY …$2KCURE DUCHENNE$2KTHE OSBORNE ASSOCIATION …$2KVISITING NEIGHBORS INC$2KDOCTORS WITHOUT BORDERS …$2K

Grant Size Distribution

50 grants across all recorded years

49<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Newport Festivals Foundation Inc ($6,000), Food Education Fund ($5,000), Bladder Cancer Advocacy Network Inc ($2,000).

RecipientPurposeAmount
BLADDER CANCER ADVOCACY NETWORK INC BETHESDA, MDGENERAL PURPOSE$2,000
CURE DUCHENNE NEWPORT BEACH, CAGENERAL PURPOSE$2,000
FOOD EDUCATION FUND NEW YORK, NYGENERAL PURPOSE$5,000
NEWPORT FESTIVALS FOUNDATION INC SARATOGA SPRINGS, NYGENERAL PURPOSE$6,000
THE OSBORNE ASSOCIATION INC BRONX, NYGENERAL PURPOSE$2,000
VISITING NEIGHBORS INC NEW YORK, NYGENERAL PURPOSE$2,000
DOCTORS WITHOUT BORDERS USA INC NEW YORK, NYGENERAL PURPOSE$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NANCY MARGOLIS KINGPRESIDENT/DIRECTOR1
BRIAN MARGOLISSECRETARY/DIRECTOR1
JOSEPH P TOCE JRTREASURER/DIRECTOR1
ROBERT MARGOLISDIRECTOR1

Frequently Asked Questions

How large is Margolis Foundation Inc?

As of 2024, Margolis Foundation Inc holds $361K in total assets with $16K in annual revenue. It awarded 7 grants totaling $21K in 2024.

Where does Margolis Foundation Inc operate?

Margolis Foundation Inc has awarded grants in California, Massachusetts, Maryland, New York.

What size grants does Margolis Foundation Inc award?

In 2024, Margolis Foundation Inc awarded 7 grants totaling $21K — an average of about $3K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margolis Foundation Inc reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margolis Foundation Inc's EIN?

Margolis Foundation Inc's EIN (Employer Identification Number) is 23-7009667. IRS Form 990 filing data is available on this page for 2020–2024.

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

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