Sam S and Rose Margolin Char Trust
Sam S and Rose Margolin Char Trust is a private foundation, 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.
Sam S and Rose Margolin Char Trust at a glance
In short: Sam S and Rose Margolin Char Trust gave $18K across 6 grants in 2024 (avg $3K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $17,500
- Grants made (2024)
- 6
- Average grant
- $2,917
- Median grant
- $1,375
- Total assets
- $80,177
- Primary geography
- New York (79% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Sam S and Rose Margolin Char Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Colel Chabad ($11K). Together the top 6 received $18K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
How Sam S and Rose Margolin Char Trust gives
- Giving fell 25% from 2021 to 2024. Method
- In 2022 it paid out well above 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
From 2021 to 2024, annual grant giving ranged from $16K (2022) to $23K (2021). In 2024 it made 6 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Colel Chabad Brooklyn, NY | Charitable | $11,000 |
| Jewish Foundation of Memphis Germantown, TN | Religious | $1,375 |
| Congregation Ohab Zedek New York, NY | Religious | $1,375 |
| Bais Medrash of Bergenfield Bergenfield, NJ | Religious | $1,375 |
| Ohel Bais Ezra Brooklyn, NY | Religious | $1,375 |
| American Friends of Bircas Hatorah Passaic, NJ | Educational | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $80,177 | $10,093 | $18,782 | $17,500 | 6 | $17,500 | $10,093 | — |
| 2022 | $108,131 | $11,543 | $17,205 | $15,950 | 6 | $31,900 | $11,543 | $651 |
| 2021 | $91,941 | $12,021 | $24,742 | $23,200 | 8 | $23,200 | $11,846 | $1,272 |
Leadership & Key People
Officers and directors from IRS filings
Sam S and Rose Margolin Char Trust is led by Gerry Fink, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Gerry Fink
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "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 Sam S and Rose Margolin Char Trust
How much does Sam S and Rose Margolin Char Trust give each year?
Sam S and Rose Margolin Char Trust gave $18K across 6 grants in 2024, according to its 2024 IRS Form 990-PF.
What is Sam S and Rose Margolin Char Trust's typical grant size?
Sam S and Rose Margolin Char Trust's median grant in 2024 was $1,375, and its average grant was $2,917, across 6 grants on its 2024 IRS Form 990-PF.
Where does Sam S and Rose Margolin Char Trust give grants?
Sam S and Rose Margolin Char Trust gives mostly in New York: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (14%) and Tennessee (8%). The most frequent recipient cities were Brooklyn, NY (2 grants).
Does Sam S and Rose Margolin Char Trust give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on Sam S and Rose Margolin Char Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Religious" (4 grants).
Who are Sam S and Rose Margolin Char Trust's largest grantees?
Sam S and Rose Margolin Char Trust's largest 2024 grantees include Colel Chabad ($11,000), Jewish Foundation of Memphis ($1,375) and Congregation Ohab Zedek ($1,375), according to its 2024 IRS Form 990-PF. Together they received 79% of its itemized 2024 grant dollars.
How large is Sam S and Rose Margolin Char Trust?
Sam S and Rose Margolin Char Trust reported $80K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $10K.
What is Sam S and Rose Margolin Char Trust's EIN?
Sam S and Rose Margolin Char Trust's EIN (Employer Identification Number) is 62-6289044. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Sam S and Rose Margolin Char Trust funds
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