Samuel Urcis and Marion Zola Foundation

BEVERLY HILLS, CA EIN: 95-4815676

Samuel Urcis and Marion Zola Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY HILLS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $792K in total assets. In 2024, it awarded 1 grants totaling $65K. Net investment income was $45K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$792K

-2.5% YoY

Annual Giving

$65K

+70.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$65K

+70.1% YoY

Under IRS private-foundation payout rules, Samuel Urcis and Marion Zola Foundation reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About Samuel Urcis and Marion Zola Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $264K (100%)

States

California

Cities

Beverly Hills

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$792,177	$812,481	$864,288
Revenue	$44,915	$-11,245	$29,261
Expenses	$65,219	$40,562	$58,083
Qualifying Distributions	$64,802	$38,091	$57,652
Net Investment Income	$44,915	$29,759	$29,268
Distributable Amount	$21,794	$41,848	$46,481

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

104 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Schedule Attached ($64,802).

Recipient	Purpose	Amount
SEE SCHEDULE ATTACHED BEVERLY HILLS, CA	GENERAL UNRESTRICTED	$64,802

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MARION ZOLA	DIRECTOR	20	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Samuel Urcis and Marion Zola Foundation?

Samuel Urcis and Marion Zola Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY HILLS, CA. It holds $792K in total assets as of 2024.

How large is Samuel Urcis and Marion Zola Foundation?

As of 2024, Samuel Urcis and Marion Zola Foundation holds $792K in total assets with $45K in annual revenue. It awarded 1 grants totaling $65K in 2024.

Where does Samuel Urcis and Marion Zola Foundation operate?

Samuel Urcis and Marion Zola Foundation has awarded grants in California.

What size grants does Samuel Urcis and Marion Zola Foundation award?

In 2024, Samuel Urcis and Marion Zola Foundation awarded 1 grants totaling $65K — an average of about $65K per grant, based on its IRS Form 990 filings.

How much is Samuel Urcis and Marion Zola Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel Urcis and Marion Zola Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Samuel Urcis and Marion Zola Foundation's EIN?

Samuel Urcis and Marion Zola Foundation's EIN (Employer Identification Number) is 95-4815676. IRS Form 990 filing data is available on this page for 2020–2024.