The Margery L Block Charitable

SCHERTZ, TX EIN: 87-4187428

The Margery L Block Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCHERTZ, TX. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $39.4M in total assets. In 2024, it awarded 12 grants totaling $2.5M. Net investment income was $1.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$39.4M

-2.7% YoY

Annual Giving

$2.5M

+364.4% YoY

Grant Count

12

+300.0% YoY

Avg Grant Size

$206K

+16.1% YoY

Under IRS private-foundation payout rules, The Margery L Block Charitable reported a distributable amount of $2.2M for 2024 — the minimum it must pay out in qualifying distributions.

About The Margery L Block Charitable

Based on IRS filings

The Margery L Block Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCHERTZ, TX. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $39.4M in total assets. In 2024, it awarded 12 grants totaling $2.5M. Net investment income was $1.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AustinBethesdaBostonHoustonNew YorkSan AntonioSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$764K$2M$2M$3M202220232024
Metric202420232022
Total Assets$39,393,664$40,490,794
Revenue$1,680,925$1,155,780
Expenses$2,778,055$664,986
Qualifying Distributions$2,478,824$537,031
Net Investment Income$1,381,694$1,079,924
Distributable Amount$2,174,967$2,095,804

Giving Over Time

Total grant dollars and number of grants per year

$0$619K$1M$2M$2M0 grants20223 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE UNIVERSITY OF TEXAS …$1.0MRONALD MCDONALD HOUSE OF…$250KBREAKTHROUGH CENTRAL TEXAS$250KTHE UNIVERSITY OF TEXAS …$125KSAN ANTONIO PUBLIC LIBRARY$125KBANK OF AMERICA CHARITAB…$105KIMPACTASSETS$105KGS DONOR ADVISED PHILANT…$105KNORTHERN TRUST JCF OF SA…$105KBANK OF AMERICA CHARITAB…$105K

Grant Size Distribution

15 grants across all recorded years

<$50K$50–100K11$100–250K3$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The University of Texas Md Anderson Cancer Center ($1,000,000), Ronald Mcdonald House of San Antonio ($250,000), Breakthrough Central Texas ($250,000).

RecipientPurposeAmount
BANK OF AMERICA CHARITABLE GIFT FUND - SECHLER FUND BOSTON, MADONOR ADVISED FUND FOR VARIOUS CHARITABLE ORGANIZATIONS$105,000
IMPACTASSETS BETHESDA, MDDONOR ADVISED FUND FOR VARIOUS CHARITABLE ORGANIZATIONS$105,000
GS DONOR ADVISED PHILANTHROPY FUND PAIGE SACHS NEW YORK, NYDONOR ADVISED FUND FOR VARIOUS CHARITABLE ORGANIZATIONS$105,000
NORTHERN TRUST JCF OF SAN FRANCISCO STEPHANIE BLOCK SAN FRANCISCO, CADONOR ADVISED FUND FOR VARIOUS CHARITABLE ORGANIZATIONS$105,000
RONALD MCDONALD HOUSE OF SAN ANTONIO SAN ANTONIO, TXCONTRIBUTION TO HELP PROVIDE COMFORT, CARE AND SUPPORT FOR FAMILIES AND CHILDREN.$250,000
TEMPLE BETH EL SAN ANTONIO, TXCONTRIBUTION TO SUPPORT COMMUNITY, WORSHIP, AND LEARNING.$100,000
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER HOUSTON, TXCONTRIBUTION TO SUPPORT THE INNOVATIVE PROGRAMS THAT ADVANCE PATIENT CARE, RESEARCH, EDUCATION, AND PREVENTION.$1,000,000
BREAKTHROUGH CENTRAL TEXAS AUSTIN, TXCONTRIBUTION TO SUPPORT THE LONG-TERM COMMITMENT TO STUDENT SUCCESS.$250,000
FAMILY VIOLENCE PREVENTION SERVICES SAN ANTONIO, TXCONTRIBUTION FOR GENERAL SUPPORT$100,000
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO, TXCONTRIBUTION TO SUPPORT INTEGRATION OF ART AND TO ENHANCE THE THERAPEUTIC ENVIRONMENT FOR STUDENTS AND FACULTY.$125,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ALLISON DREEBEN ZELLERPRESIDENT
LISA DREEBEN SECHLERVICE PRESIDENT/SECRETARY
PAIGE DREEBEN SACHSVICE PRESIDENT/ASST. TREASURER
STEPHANIE LEIGH BLOCKVICE PRESIDENT/ASST. SECRETARY
COREY ALEXIS BLOCKVICE PRESIDENT/TREASURER

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Margery L Block Charitable?

The Margery L Block Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCHERTZ, TX. It holds $39.4M in total assets as of 2024.

How large is The Margery L Block Charitable?

As of 2024, The Margery L Block Charitable holds $39.4M in total assets with $1.7M in annual revenue. It awarded 12 grants totaling $2.5M in 2024.

Where does The Margery L Block Charitable operate?

The Margery L Block Charitable has awarded grants in California, Massachusetts, Maryland, New York, Texas.

What size grants does The Margery L Block Charitable award?

In 2024, The Margery L Block Charitable awarded 12 grants totaling $2.5M — an average of about $206K per grant, based on its IRS Form 990 filings.

How much is The Margery L Block Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Margery L Block Charitable reported a distributable amount of $2.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Margery L Block Charitable's EIN?

The Margery L Block Charitable's EIN (Employer Identification Number) is 87-4187428. IRS Form 990 filing data is available on this page for 2022–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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