Margolis Foundation Inc
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.
Key facts about Margolis Foundation Inc
- EIN
- 23-7009667
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $21,000
- Grants made (2024)
- 7
- Average grant
- $3,000
- Median grant
- $2,000
- Total assets
- $361,354
- Primary geography
- New York (81% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who Margolis Foundation Inc funds
By grant dollars, the top recipient states for Margolis Foundation Inc's 7 itemized 2024 grants were New York (81%), Maryland (10%) and California (10%). The most frequent recipient cities were New York, NY (3 grants). 100% of grants with a stated purpose were for general or operating support.
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.
Ready to take the next step with Margolis Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 7 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Newport Festivals Foundation Inc ($6,000), Food Education Fund ($5,000), Bladder Cancer Advocacy Network Inc ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NEWPORT FESTIVALS FOUNDATION INC SARATOGA SPRINGS, NY | GENERAL PURPOSE | $6,000 |
| FOOD EDUCATION FUND NEW YORK, NY | GENERAL PURPOSE | $5,000 |
| BLADDER CANCER ADVOCACY NETWORK INC BETHESDA, MD | GENERAL PURPOSE | $2,000 |
| CURE DUCHENNE NEWPORT BEACH, CA | GENERAL PURPOSE | $2,000 |
| THE OSBORNE ASSOCIATION INC BRONX, NY | GENERAL PURPOSE | $2,000 |
| VISITING NEIGHBORS INC NEW YORK, NY | GENERAL PURPOSE | $2,000 |
| DOCTORS WITHOUT BORDERS USA INC NEW YORK, NY | GENERAL PURPOSE | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NANCY MARGOLIS KING | PRESIDENT/DIRECTOR | 1 | — |
| BRIAN MARGOLIS | SECRETARY/DIRECTOR | 1 | — |
| JOSEPH P TOCE JR | TREASURER/DIRECTOR | 1 | — |
| ROBERT MARGOLIS | DIRECTOR | 1 | — |
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.
Explore Open Grants
Browse active grant opportunities in Margolis Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.