Robert And Lisa Margolis Familyfoundation

Santa Monica, CA
Tax-exempt since March 2006
EIN: 20-3951826

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.61M (2023)

Expenses

$4.53M (2023)

Total Assets

$82.5M (2023)

Total Liabilities

$0 (2023)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$3,614,069

Expenses

$4,532,764

Net Income

-$918,695

Net Assets

$82,534,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$242,055	6.7%
Dividends	$1,013,718	28.0%
Sales of Assets	$2,225,628	61.6%
Other Income	$132,668	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,167,097	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$82,534,159
Total Liabilities	$0
Net Assets	$82,534,159

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,911,435

Expenses

$4,563,025

Net Income

-$2,651,590

Net Assets

$78,284,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$316,622	16.6%
Dividends	$1,344,940	70.4%
Sales of Assets	-$501,506
Other Income	$751,379	39.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,999,285	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$78,284,363
Total Liabilities	$0
Net Assets	$78,284,363

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$5,261,377

Expenses

$4,084,552

Net Income

$1,176,825

Net Assets

$77,806,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$171,404	3.3%
Dividends	$1,031,519	19.6%
Sales of Assets	$3,605,224	68.5%
Other Income	$453,230	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,636,387	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$78,063,601
Total Liabilities	$257,334
Net Assets	$77,806,267

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$295,837

Expenses

$4,081,096

Net Income

-$4,376,933

Net Assets

$73,054,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$129,910
Dividends	$1,007,923
Sales of Assets	$0
Other Income	$229,331

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,654,650	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$73,304,597
Total Liabilities	$250,000
Net Assets	$73,054,597

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$3,500,488

Expenses

$4,083,206

Net Income

-$582,718

Net Assets

$74,365,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$173,798	5.0%
Dividends	$1,102,001	31.5%
Sales of Assets	$2,076,626	59.3%
Other Income	$148,063	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,654,892	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$74,365,641
Total Liabilities	$1
Net Assets	$74,365,640

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$2,510,652

Expenses

$3,982,231

Net Income

-$1,471,579

Net Assets

$73,953,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$216,396	8.6%
Dividends	$1,151,303	45.9%
Sales of Assets	$914,476	36.4%
Other Income	$228,477	9.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,532,757	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$73,965,952
Total Liabilities	$12,045
Net Assets	$73,953,907

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Oct. 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$4,033,838

Expenses

$3,734,866

Net Income

$298,972

Net Assets

$66,803,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$123,496	3.1%
Dividends	$1,010,146	25.0%
Sales of Assets	$2,346,804	58.2%
Other Income	$553,392	13.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,367,034	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$66,803,921
Total Liabilities	$0
Net Assets	$66,803,921

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$2,261,066

Expenses

$3,827,240

Net Income

-$1,566,174

Net Assets

$64,169,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61,301	2.7%
Dividends	$977,728	43.2%
Sales of Assets	$933,868	41.3%
Other Income	$288,169	12.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,348,314	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,169,944
Total Liabilities	$0
Net Assets	$64,169,944

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$310,301

Expenses

$4,263,941

Net Income

-$3,953,640

Net Assets

$64,282,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$126,251	40.7%
Dividends	$1,271,448	> 100%
Sales of Assets	-$1,222,200
Other Income	$134,802	43.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,704,459	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,282,991
Total Liabilities	$0
Net Assets	$64,282,991

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$4,200,938

Expenses

$3,788,589

Net Income

$412,349

Net Assets

$68,860,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85,425	2.0%
Dividends	$1,149,607	27.4%
Sales of Assets	$2,896,616	69.0%
Other Income	$69,290	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,411,941	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,860,301
Total Liabilities	$0
Net Assets	$68,860,301

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$2,502,334

Expenses

$537,040

Net Income

$1,965,294

Net Assets

$68,124,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108,173	4.3%
Dividends	$1,049,986	42.0%
Sales of Assets	$1,163,783	46.5%
Other Income	$180,392	7.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,000	29.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,124,762
Total Liabilities	$0
Net Assets	$68,124,762

Compensation

Key Employees and Officers	Compensation	Other
Robert J Margolis Md (President/Ceo)	$0	$0

990-PF

Filed on Nov. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$50,543,466

Expenses

$643,069

Net Income

$49,900,397

Net Assets

$66,159,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000,000	98.9%
Interest Revenue	$26,794	0.1%
Dividends	$58,752	0.1%
Sales of Assets	$457,920	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$640,500	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$66,159,467
Total Liabilities	$0
Net Assets	$66,159,467

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$1,642,392

Expenses

$281,584

Net Income

$1,360,808

Net Assets

$16,090,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$146,638	8.9%
Dividends	$177,243	10.8%
Sales of Assets	$1,306,194	79.5%
Other Income	$12,317	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,480	70.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,090,523
Total Liabilities	$0
Net Assets	$16,090,523

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$12,607,589

Expenses

$114,485

Net Income

$12,493,104

Net Assets

$14,586,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,500,000	99.1%
Interest Revenue	$391	0.0%
Dividends	$95,983	0.8%
Sales of Assets	$6,310	0.1%
Other Income	$4,905	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,250	55.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,586,914
Total Liabilities	$0
Net Assets	$14,586,914

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Robert And Lisa Margolis Familyfoundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.61M (2023)

Expenses $4.53M (2023)

Total Assets $82.5M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$3.61M (2023)

Expenses

$4.53M (2023)

Total Assets

$82.5M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006