Funder DirectoryMARGOLIS FAMILY FOUNDATION
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Private foundation (trust)EIN 260558342Est. 2009-09

MARGOLIS FAMILY FOUNDATION

CORONA DEL MAR, CA 926252328

Total Assets

$7.8M

FY 2023

Annual Giving

$451K

FY 2023

Grants Made

20

FY 2023

Avg Grant

$23K

FY 2023

Grant Range

$500–$89K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$480K

Total Expenses

$643K

Qualifying Distributions

$494K

Distributable Amount

$367K

Min. Investment Return

$368K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $500 through median $11K to maximum $89K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $686K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

102 grants

HOAG HOSPITAL FOUNDATION
$566K
5 grants
TEMPLE BAT YAHM
$371K
5 grants
JEWISH FEDERATION & FAMILY SERVICES
$354K
4 grants
CONGREGATION HAR HASHEM
$318K
3 grants
UNIVERSITY OF ILLINOIS FOUNDATION
$228K
5 grants
SEGERSTROM CENTER FOR THE ARTS
$125K
5 grants
JEWISH FEDERATION FAMILY SERVICES
$115K
1 grant
PACIFIC SYMPHONY
$84K
5 grants

Grant Size Distribution

102 grants

<$10K
57
grants
$10–50K
25
grants
$50–250K
20
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

California
$1.6M
57% of total
New York
$427K
15% of total
Colorado
$322K
12% of total
Illinois
$228K
8% of total
District of Columbia
$75K
3% of total
New Jersey
$75K
3% of total
Nebraska
$54K
2% of total
Pennsylvania
$8K
0% of total
Virginia
$3K
0% of total

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MARGOLIS FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo