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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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