The Phyllis Margolius Family

Private foundation · Grantmaker Washington, DC EIN: 46-5660420

The Phyllis Margolius Family is a private foundation, based in Washington, DC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $334K in total assets. In 2025, it awarded 3 grants totaling $10K. Net investment income was $26K.

Key facts about The Phyllis Margolius Family

In short: The Phyllis Margolius Family gave $10K across 3 grants in 2025 (avg $3K), mostly in Maryland. Source: 2025 IRS Form 990-PF.

EIN
46-5660420
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
3
Average grant
$3,333
Median grant
$2,500
Total assets
$333,703
Primary geography
Maryland (75% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$334K

-2.6% YoY

Annual Giving

$10K

Grant Count

3

Avg Grant Size

$3K

Under IRS private-foundation payout rules, The Phyllis Margolius Family reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

How The Phyllis Margolius Family gives

  • Giving grew 33% from 2022 to 2025. Method
  • In 2025 it paid out 171% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The Phyllis Margolius Family?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

North BethesdaRockvilleChevy ChaseWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 0 grants2021 1 grant2022 1 grant2023 0 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $8K (2022) to $40K (2020). In 2025 it made 3 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Jewish Social Service Agency: $5KJewish Social Service Agency$5KGreater Washington Jewish Coalition Against Dometic Abuse: $3KGreater Washington JewishCoalition Against Dometic…$3KAvodah: $3KAvodah$3K

The largest 2025 recipient was Jewish Social Service Agency ($5K). Together the top 3 received $10K.

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Social Service Agency Rockville, MDCharitable Purpose$5,000
Greater Washington Jewish Coalition Against Dometic Abuse Washington, DCCharitable Purpose$2,500
Avodah Rockville, MDCharitable Purpose$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$333,703$342,655$332,024
Revenue$31,642$69,291$57,383
Expenses$40,594$57,997$42,476
Qualifying Distributions$34,891$52,462$36,346
Net Investment Income$25,939$13,756$2,831
Distributable Amount$20,375$19,548$16,700

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 27, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2024)
  5. Added Form 990-PF for fiscal year 2024 (received by the IRS September 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  7. IRS filings on file for fiscal years 2020–2023

Leadership & Key People

Officers and directors from IRS filings

The Phyllis Margolius Family is led by Philip N. Margolius, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Philip N. Margolius

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • David Margolius

    Vice President

    On filings since 2020

    No compensation reported

  • Kenneth Margolius

    Secretary - Treasurer

    Treasurer → Secretary - Treasurer, 2021

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Jennifer Margolius Fisher (2020) — Secretary

Data from IRS Form 990 filings, 2020–2025. "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 Phyllis Margolius Family

How much does The Phyllis Margolius Family give each year?

The Phyllis Margolius Family gave $10K across 3 grants in 2025, according to its 2025 IRS Form 990-PF.

What is The Phyllis Margolius Family's typical grant size?

The Phyllis Margolius Family's median grant in 2025 was $2,500, and its average grant was $3,333, across 3 grants on its 2025 IRS Form 990-PF.

Where does The Phyllis Margolius Family give grants?

The Phyllis Margolius Family gives mostly in Maryland: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (25%). The most frequent recipient cities were Rockville, MD (2 grants).

How large is The Phyllis Margolius Family?

The Phyllis Margolius Family reported $334K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).

What is The Phyllis Margolius Family's EIN?

The Phyllis Margolius Family's EIN (Employer Identification Number) is 46-5660420. IRS Form 990 filing data is available on this page for 2020–2025.

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

Your AI grants department

Here's the math on researching The Phyllis Margolius Family by hand.

Explore Open Grants

Browse active grant opportunities in The Phyllis Margolius Family's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Eigen-Arnett Educational

Gaithersburg, MD

Philanthropy, Voluntarism & Grantmaking

Assets

$777

Grants

1

Total Given

$1K

Enterprise Holdings Foundation

Saint Louis, MO

Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Memorial Fund Inc

Palo Alto, CA

MEMORIAL FUND INC funds community outreach and medical research, with recent grants ranging from $100 to $3,000 (median $500). Most 2025 funding went to California, with some support in New York. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$221K

Grants

3

Total Given

$4K

Sarah Bennett Charitable Trust

Pennington, NJ

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5M

Grants

5

Total Given

$65K

The Feinberg Foundation

Bethesda, MD

Assets

—

Grants

8

Total Given

$488K

Charles E Smith Family Foundation

Arlington, VA

The Charles E Smith Family Foundation supports Jewish charitable, educational, community, and cultural organizations, with most 2025 grant dollars going to recipients in Maryland and smaller amounts to organizations in DC, New York, Virginia, and Pennsylvania. Its 2025 grants ranged from $5,000 to $250,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$3.3M

Grants

9

Total Given

$403K

The Abner Rosen Foundation Inc

New York, NY

The Abner Rosen Foundation supports a varied mix of causes, including patient support, education, arts and culture, animal welfare, and historical records. Its 2024 grants ranged from $1,500 to $198,000, with a median of $15,000, and went mainly to New York recipients, with some funding in New Mexico and Utah. The profile does not state whether it accepts unsolicited requests.

Assets

$80.9M

Grants

9

Total Given

$396K

Leonard a and Linda K Greenberg

Bethesda, MD

The foundation supports a varied mix of causes, including health care, education, emergency services, and efforts to address antisemitism. In 2024, it gave 11 grants ranging from $100 to $94,940, with a median of $5,000; most funding went to Maryland and the District of Columbia, with smaller amounts going to Connecticut, Florida, and New York. It accepts letter requests, has no stated deadline, and does not limit giving to preselected organizations.

Assets

$2.1M

Grants

11

Total Given

$234K

Goldberg Family Foundation

Beverly Hills, CA

The Goldberg Family Foundation funds charitable organizations, with recent grants supporting food access, emergency meals, health care, and humanitarian relief. Its 2025 grants ranged from $250,000 to $2 million, with a median of $1 million, and went to organizations in several states, especially DC, Maryland, and New York. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$32.3M

Grants

11

Total Given

$9.5M

The Norman R Rales and Ruth Rales

Washington, DC

The foundation funds education, health, social services, and other charitable purposes, with recent grants supporting schools and universities, Jewish community organizations, and anti-hate work. Its 2025 grants ranged from $10,000 to $122.7 million, with a median of $150,000; most funding went to Pennsylvania, and it also supported organizations in New York, Florida, Maryland, and Virginia. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$53.5M

Grants

13

Total Given

$131.8M

The Efrein Foundation Inc

Fairfax, VA

The Efrein Foundation supports preselected charitable organizations; its 2023 grants included work in health and well-being, environmental protection, and consumer advocacy, with awards ranging from $1,099 to $2,500 among the examples listed. It is based in Fairfax, Virginia, but the grantee examples do not establish a broader geographic focus. It does not accept unsolicited funding requests.

Assets

$157K

Grants

14

Total Given

$59K

S Kann Sons Foundation Inc

Chevy Chase, MD

The foundation supports nonprofits working in areas including food access, poverty relief, housing and homelessness, education, family support, and services for older adults, with most of its giving going to Washington, DC. In 2025, it made 15 grants totaling $127,500, ranging from $2,500 to $25,000. Its filing says it does not limit giving to preselected organizations, but does not state whether it accepts unsolicited requests.

Assets

$1.3M

Grants

15

Total Given

$128K

More Funders in District of Columbia

The Phyllis Margolius Family down — hundreds of funders to go?

Want AI to do this for you?