The Beth Ann Margolis Charitable

CLINTON, NJ EIN: 37-6552218

The Beth Ann Margolis Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLINTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $492K in total assets. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$492K

+0.7% YoY

Revenue

$17K

+268.0% YoY

Net Investment Income

$12K

+17.1% YoY

Expenses

$12K

+74.4% YoY

About The Beth Ann Margolis Charitable

Based on IRS filings

The Beth Ann Margolis Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLINTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $492K in total assets. Net investment income was $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ChesterFlemington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$12K$25K$37K$50K20202021202220232024
Metric202420232022
Total Assets$492,405$488,867$494,599
Revenue$17,374$4,721$20,538
Expenses$12,084$6,928$34,801
Qualifying Distributions$25,000
Net Investment Income$12,019$10,260$14,861
Distributable Amount$28,439$25,629$26,601

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$17K$26K$35K2 grants20200 grants20211 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

3<$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

Martha SchneiderhanTrustee$5K

From 2024 filing

NameTitleHoursCompensation
Martha SchneiderhanTrustee$4,769

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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