The Margery L Block Charitable

Foundation · Grantmaker 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.

Key facts about The Margery L Block Charitable

EIN
87-4187428
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,475,000
Grants made (2024)
12
Average grant
$206,250
Median grant
$105,000
Total assets
$39,393,664
Primary geography
Texas (79% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Margery L Block Charitable funds

By grant dollars, the top recipient states for The Margery L Block Charitable's 12 itemized 2024 grants were Texas (79%) and Massachusetts (8%). The most frequent recipient cities were San Antonio, TX (5 grants) and Boston, MA (2 grants). 17% of grants with a stated purpose were for general or operating support. Recurring purposes include "Donor Advised Fund for Various Charitable Organizations" (5 grants).

How The Margery L Block Charitable gives

  • 0% of 2024 grantees were also funded in 2023. Method
  • In 2024 it paid out 114% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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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

Share of all 12 itemized 2024 grant dollars.

Cities

San AntonioBostonHoustonAustinBethesdaNew YorkSan 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—

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2022–2024

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 MD Anderson Cancer Center: $1.0MThe University of Texas MDAnderson Cancer Center$1.0MRonald McDonald House of San Antonio: $250KRonald McDonald House of SanAntonio$250KBreakthrough Central Texas: $250KBreakthrough Central Texas$250KThe University of Texas Health Science Center: $125KThe University of Texas HealthScience Center$125KSan Antonio Public Library: $125KSan Antonio Public Library$125KBank of America Charitable Gift Fund - Sechler Fund: $105KBank of America CharitableGift Fund - Sechler Fund$105KImpactassets: $105KImpactassets$105KGS Donor Advised Philanthropy Fund Paige Sachs: $105KGS Donor Advised PhilanthropyFund Paige Sachs$105KNorthern Trust JCF of San Francisco Stephanie Block: $105KNorthern Trust JCF of SanFrancisco Stephanie Block$105KBank of America Charitable Gift Fund - Zeller Daf: $105KBank of America CharitableGift Fund - Zeller Daf$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 recipients 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
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
RONALD MCDONALD HOUSE OF SAN ANTONIO San Antonio, TXCONTRIBUTION TO HELP PROVIDE COMFORT, CARE AND SUPPORT FOR FAMILIES AND CHILDREN.$250,000
BREAKTHROUGH CENTRAL TEXAS Austin, TXCONTRIBUTION TO SUPPORT THE LONG-TERM COMMITMENT TO STUDENT SUCCESS.$250,000
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
SAN ANTONIO PUBLIC LIBRARY San Antonio, TXCONTRIBUTION FOR GENERAL SUPPORT$125,000
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
BANK OF AMERICA CHARITABLE GIFT FUND - ZELLER DAF Boston, MADONOR ADVISED FUND FOR VARIOUS CHARITABLE ORGANIZATIONS$105,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.

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