The Joseph & Bernice Margolin Foundation
The Joseph & Bernice Margolin Foundation is a private foundation, 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.
The Joseph & Bernice Margolin Foundation at a glance
In short: The Joseph & Bernice Margolin Foundation gave $35K across 2 grants in 2024 (avg $18K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $35,000
- -37.5% vs 2023
- Grants made (2024)
- 2
- -50.0% vs 2023
- Average grant
- $17,500
- +25.0% vs 2023
- Median grant
- $17,500
- Total assets
- $294,652
- -6.9% vs 2023
- Primary geography
- Texas (100% 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 The Joseph & Bernice Margolin Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Shul of Bellaire ($20K). Together the top 2 received $35K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How The Joseph & Bernice Margolin Foundation gives
- Giving held roughly steady from 2021 to 2024 (−19%). Method
- In 2024 it paid out 239% of 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 $35K (2024) to $56K (2023). In 2024 it made 2 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shul of Bellaire Bellaire, TX | Carry Out Exempt Purposes | $20,000 |
| Seven Acres Jewish Center Houston, TX | Carry Out Exempt Purposes | $15,000 |
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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 | $294,652 | $20,323 | $41,878 | $35,000 | 2 | $41,878 | $13,445 | $17,511 |
| 2023 | $316,361 | $-3,302 | $58,283 | $56,000 | 4 | $58,283 | $1,490 | $16,873 |
| 2022 | $377,946 | $32,268 | $52,200 | $48,000 | 3 | $52,200 | $28,068 | $18,812 |
| 2021 | $398,585 | $51,185 | $44,880 | $43,000 | 3 | — | $50,695 | $20,915 |
| 2020 | $393,093 | $14,499 | $25 | — | — | — | $14,474 | $18,731 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Joseph & Bernice Margolin Foundation's only listed officer is Allan Margolin, Tte As Needed on every filing since 2020 (uncompensated).
Officers on the 2024 filing
Allan Margolin
Tte As Needed
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Joseph & Bernice Margolin Foundation
How much does The Joseph & Bernice Margolin Foundation give each year?
The Joseph & Bernice Margolin Foundation gave $35K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $56K across 4 grants.
How large is The Joseph & Bernice Margolin Foundation?
The Joseph & Bernice Margolin Foundation reported $295K in total assets on its 2024 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
Where does The Joseph & Bernice Margolin Foundation operate?
The Joseph & Bernice Margolin Foundation has awarded grants in Texas.
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.
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 2020–2024
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