Private foundation (trust)EIN 203951826Est. 2006-03
ROBERT AND LISA MARGOLIS FAMILY
SANTA MONICA, CA 90403
Total Assets
$96.0M
FY 2024
Annual Giving
$3.9M
FY 2024
Grants Made
26
FY 2024
Avg Grant
$149K
FY 2024
Grant Range
$5K–$1.7M
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
General financial assistance
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$5.8M
Total Expenses
$4.5M
Qualifying Distributions
$4.0M
Distributable Amount
$4.4M
Min. Investment Return
$4.4M
Undistributed Income
$4.4M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
26 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
129 grants
Grant Size Distribution
129 grants
Geographic Focus
10 states
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