Sam S and Rose Margolin Char Trust

ATLANTA, GA EIN: 62-6289044

Sam S and Rose Margolin Char Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $80K in total assets. In 2024, it awarded 6 grants totaling $18K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$80K

Annual Giving

$18K

Grant Count

6

Avg Grant Size

$3K

About Sam S and Rose Margolin Char Trust

Based on IRS filings

Sam S and Rose Margolin Char Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $80K in total assets. In 2024, it awarded 6 grants totaling $18K. Net investment income was $10K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BergenfieldBrooklynEast WindsorEdisonGermantownLakewoodLakewood TownshipNew YorkPassaic

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9K$18K$26K$35K202120222024
Metric202420222021
Total Assets$80,177$108,131$91,941
Revenue$10,093$11,543$12,021
Expenses$18,782$17,205$24,742
Qualifying Distributions$17,500$31,900$23,200
Net Investment Income$10,093$11,543$11,846
Distributable Amount$651$1,272

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$12K$17K$23K8 grants20216 grants20226 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

COLEL CHABAD$11KJEWISH FOUNDATION OF MEM…$1KCONGREGATION OHAB ZEDEK$1KBAIS MEDRASH OF BERGENFI…$1KOHEL BAIS EZRA$1KAMERICAN FRIENDS OF BIRC…$1K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GERRY FINKTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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