The Phyllis Margolius Family
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.
The Phyllis Margolius Family at a glance
In short: The Phyllis Margolius Family gave $10K across 3 grants in 2025 (avg $3K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,000
- Grants made (2025)
- 3
- Average grant
- $3,333
- Median grant
- $2,500
- Total assets
- $333,703
- -2.6% vs 2024
- Primary geography
- Maryland (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Phyllis Margolius Family funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
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
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8K (2022) to $40K (2020). In 2025 it made 3 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Social Service Agency Rockville, MD | Charitable Purpose | $5,000 |
| Greater Washington Jewish Coalition Against Dometic Abuse Washington, DC | Charitable Purpose | $2,500 |
| Avodah Rockville, MD | Charitable Purpose | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $333,703 | $31,642 | $40,594 | $10,000 | 3 | $34,891 | $25,939 | $20,375 |
| 2024 | $342,655 | $69,291 | $57,997 | — | — | $52,462 | $13,756 | $19,548 |
| 2023 | $332,024 | $57,383 | $42,476 | $20,000 | 1 | $36,346 | $2,831 | $16,700 |
| 2022 | $316,454 | $28,006 | $40,757 | $7,500 | 1 | $9,150 | $2,732 | $18,044 |
| 2021 | $329,205 | $21,748 | $7,292 | — | — | $1,500 | $16,714 | $19,391 |
| 2020 | $314,749 | $9,050 | $47,156 | $40,000 | 1 | — | $4,011 | $16,347 |
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.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2024)
- Added Form 990-PF for fiscal year 2024 (received by the IRS September 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2023
Live grants for the work The Phyllis Margolius Family funds
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