Margolis Foundation Inc

Private foundation · Grantmaker 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 2025. As of 2025, the organization holds $392K in total assets. In 2025, it awarded 8 grants totaling $23K. Net investment income was $54K.

Margolis Foundation Inc at a glance

In short: Margolis Foundation Inc gave $23K across 8 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$23,000
+9.5% vs 2024
Grants made (2025)
8
+14.3% vs 2024
Average grant
$2,875
-4.2% vs 2024
Median grant
$2,000
Total assets
$391,820
+8.4% vs 2024
Primary geography
New York (57% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Margolis Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Newport Festivals Foundation Inc: $6KNewport Festivals FoundationInc$6KFood Education Fund: $5KFood Education Fund$5KBladder Cancer Advocacy Network Inc: $2KBladder Cancer AdvocacyNetwork Inc$2KCure Duchenne: $2KCure Duchenne$2KDoctors Without Borders USA Inc: $2KDoctors Without Borders USAInc$2KRefuge Dream Center: $2KRefuge Dream Center$2KThe Osborne Association Inc: $2KThe Osborne Association Inc$2KVisiting Neighbors Inc: $2KVisiting Neighbors Inc$2K

The largest 2025 recipient was Newport Festivals Foundation Inc ($6K). Together the top 8 received $23K.

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 47 grants of 47 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

New YorkQuogueBethesdaBronxNewport BeachRiverheadBrentwoodLexingtonManchesterbytheseaSaratoga Springs

How Margolis Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (−13%). Method
  • In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K11 grants2020 10 grants2021 11 grants2022 11 grants2023 7 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $21K (2024) to $74K (2020). In 2025 it made 8 grants totaling $23K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Newport Festivals Foundation Inc Manchesterbythesea, MAGeneral Purpose$6,000
Food Education Fund New York, NYGeneral Purpose$5,000
Bladder Cancer Advocacy Network Inc Bethesda, MDGeneral Purpose$2,000
Cure Duchenne Newport Beach, CAGeneral Purpose$2,000
Doctors Without Borders USA Inc New York, NYGeneral Purpose$2,000
Refuge Dream Center Brentwood, NYGeneral Purpose$2,000
The Osborne Association Inc Bronx, NYGeneral Purpose$2,000
Visiting Neighbors Inc New York, NYGeneral Purpose$2,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$391,820$53,566$23,100$23,0008$23,000$53,566$21,212
2024$361,354$15,878$21,636$21,0007$21,000$15,878$20,732
2023$367,112$26,725$26,678$26,50011$26,500$26,725$19,175
2022$367,065$14,660$27,600$26,50011$26,500$14,660$19,378
2021$380,005$33,000$24,638$24,50010$24,500$32,962$21,524
2020$371,643$23,204$74,625$73,78011—$23,179$19,518

Under IRS private-foundation payout rules, Margolis Foundation Inc reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Margolis Foundation Inc is led by Nancy Margolis King, President & Director on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Nancy Margolis King

    President & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Brian Margolis

    Secretary & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Joseph P. Toce Jr.

    Treasurer & Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Robert Margolis

    Director

    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 Foundation Inc

How much does Margolis Foundation Inc give each year?

Margolis Foundation Inc gave $23K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 7 grants.

What is Margolis Foundation Inc's typical grant size?

Margolis Foundation Inc's median grant in 2025 was $2,000, and its average grant was $2,875, across 8 grants on its 2025 IRS Form 990-PF.

Where does Margolis Foundation Inc give grants?

Margolis Foundation Inc gives mostly in New York: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (26%) and Maryland (9%). The most frequent recipient cities were New York, NY (3 grants).

Does Margolis Foundation Inc give general operating support?

Yes: 100% of Margolis Foundation Inc's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Margolis Foundation Inc's largest grantees?

Margolis Foundation Inc's largest 2025 grantees include Newport Festivals Foundation Inc ($6,000), Food Education Fund ($5,000) and Bladder Cancer Advocacy Network Inc ($2,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.

How large is Margolis Foundation Inc?

Margolis Foundation Inc reported $392K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

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 2020–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Margolis Foundation Inc'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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