The Joseph & Bernice Margolin Foundation
The Joseph & Bernice Margolin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $295K in total assets. In 2024, it awarded 2 grants totaling $35K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$295K
-6.9% YoY
Annual Giving
$35K
-37.5% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$18K
+25.0% YoY
Under IRS private-foundation payout rules, The Joseph & Bernice Margolin Foundation reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About The Joseph & Bernice Margolin Foundation
Based on IRS filings
The Joseph & Bernice Margolin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $295K in total assets. In 2024, it awarded 2 grants totaling $35K. Net investment income was $13K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $294,652 | $316,361 | $377,946 |
| Revenue | $20,323 | $-3,302 | $32,268 |
| Expenses | $41,878 | $58,283 | $52,200 |
| Qualifying Distributions | $41,878 | $58,283 | $52,200 |
| Net Investment Income | $13,445 | $1,490 | $28,068 |
| Distributable Amount | $17,511 | $16,873 | $18,812 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Shul of Bellaire ($20,000), Seven Acres Jewish Center ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SEVEN ACRES JEWISH CENTER HOUSTON, TX | CARRY OUT EXEMPT PURPOSES | $15,000 |
| SHUL OF BELLAIRE BELLAIRE, TX | CARRY OUT EXEMPT PURPOSES | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Allan Margolin | TTE as needed | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Joseph & Bernice Margolin Foundation?
The Joseph & Bernice Margolin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds $295K in total assets as of 2024.
How large is The Joseph & Bernice Margolin Foundation?
As of 2024, The Joseph & Bernice Margolin Foundation holds $295K in total assets with $20K in annual revenue. It awarded 2 grants totaling $35K in 2024.
Where does The Joseph & Bernice Margolin Foundation operate?
The Joseph & Bernice Margolin Foundation has awarded grants in Texas.
What size grants does The Joseph & Bernice Margolin Foundation award?
In 2024, The Joseph & Bernice Margolin Foundation awarded 2 grants totaling $35K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is The Joseph & Bernice Margolin Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph & Bernice Margolin Foundation reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joseph & Bernice Margolin Foundation's EIN?
The Joseph & Bernice Margolin Foundation's EIN (Employer Identification Number) is 76-0463240. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in The Joseph & Bernice Margolin Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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