Margolis Family Foundation
EIN 260558342Total Given 2016–2023
$3.8M
141 grants · $471K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $2K–$25K
grant size
64%
deep partner · 27/42 multi-year
repeat
$7.8M
Assets (2023)
42
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
CURE DUCHENNE
Phone
(949) 719-2205
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $404K | $8.4M | $531K | 21 |
| 2017 | $606K | $6.9M | $466K | 18 |
| 2018 | $686K | $7.6M | $594K | 19 |
| 2019 | N/A | $8.3M | $909K | N/A |
| 2020 | $669K | $8.2M | $466K | 19 |
| 2021 | $549K | $8.7M | $529K | 21 |
| 2022 | $406K | $7.1M | $629K | 23 |
| 2023 | $451K | $7.8M | $480K | 20 |
Grant Size Distribution
Based on 141 grants on record
Minimum
$150
25th Pctl
$2K
Median
$10K
Average
$27K
75th Pctl
$25K
Maximum
$200K
Geographic Distribution
Officers & Directors
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
JM
Jeffrey H Margolis
8+ yrs
President
Leadership
DM
Deborah H Margolis
8+ yrs
Vice President
Leadership
AM
Alexandria a Margolis
8+ yrs
Secretary
Leadership
AM
Allegra H Margolis
8+ yrs
Director
Grants Awarded (141 total)
| Purpose | ||||
|---|---|---|---|---|
| Congregation Har Hashem | Boulder, CO | $200,000 | SUPPORT | 2017 |
| Congregation Har Hashem | Boulder, CO | $200,000 | SUPPORT | 2018 |
| Hoag Hospital Foundation | Newport Beach, CA | $166,300 | SUPPORT | 2020 |
| Hoag Hospital Foundation | Newport Beach, CA | $161,000 | SUPPORT | 2021 |
| Hoag Hospital Foundation | Newport Beach, CA | $161,000 | SUPPORT | 2017 |
| Hoag Hospital Foundation | Newport Beach, CA | $161,000 | SUPPORT | 2018 |
| Temple Bat Yahm | Newport Beach, NY | $139,850 | SUPPORT | 2021 |
| Jewish Federation & Family Services | Irvine, CA | $122,800 | SUPPORT | 2020 |
| Temple Bat Yahm | Newport Beach, NY | $118,450 | SUPPORT | 2020 |
| Jewish Federation Family Services | Irvine, CA | $114,640 | SUPPORT | 2018 |
| Jewish Federation Family Services | Irvine, CA | $113,380 | SUPPORT | 2017 |
| Hoag Hospital Foundation | Newport Beach, CA | $101,000 | SUPPORT | 2016 |
| Congregation Har Hashem | Boulder, CO | $100,000 | SUPPORT | 2020 |
| Jewish Federation Family Services | Irvine, CA | $92,160 | SUPPORT | 2016 |
| Jewish Federation & Family Services | Irvine, CA | $89,000 | SUPPORT | 2023 |
| Temple Bat Yahm | Newport Beach, CA | $84,212 | SUPPORT | 2018 |
| Jewish Federation & Family Services | Irvine, CA | $81,000 | SUPPORT | 2022 |
| America Israel Education Foundation | Washington, DC | $75,000 | SUPPORT | 2023 |
| Aief | Palmyra, NJ | $75,000 | SUPPORT | 2022 |
| Jewish Federation & Family Services | Irvine, CA | $61,000 | SUPPORT | 2021 |
| University of Illinois Foundation | Urbana, IL | $53,600 | SUPPORT | 2020 |
| University of Illinois Foundation | Urbana, IL | $53,600 | SUPPORT | 2021 |
| University of Illinois Foundation | Urbana, IL | $53,600 | SUPPORT | 2023 |
| University of Illinois Foundation | Urbana, IL | $53,600 | SUPPORT | 2022 |
| Hoag Hospital Foundation | Newport Beach, CA | $52,075 | SUPPORT | 2023 |