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Margolis Family Foundation

  • Corona Del Mar, CA
  • Tax-exempt since Sept. 2009
  • EIN: 26-0558342

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$601k (2024)

Expenses
$772k (2024)

Total Assets
$5.58M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$601,367
Expenses
$772,333
Net Income
-$170,966
Net Assets
$5,580,149
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $340,500
56.6%
Interest Revenue $0
Dividends $247,593
41.2%
Sales of Assets $13,274
2.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $711,226
92.1%
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 $5,580,149
Total Liabilities $0
Net Assets $5,580,149
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
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Document Links

990-PF
Filed on May 15, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$480,445
Expenses
$642,898
Net Income
-$162,453
Net Assets
$5,751,115
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $375,626
78.2%
Interest Revenue $0
Dividends $242,969
50.6%
Sales of Assets -$138,150
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $493,585
76.8%
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 $5,751,115
Total Liabilities $0
Net Assets $5,751,115
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
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Document Links

990-PF
Filed on May 13, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$628,537
Expenses
$586,939
Net Income
$41,598
Net Assets
$6,051,546
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $127,880
20.3%
Interest Revenue $0
Dividends $210,602
33.5%
Sales of Assets $290,055
46.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $414,903
70.7%
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 $6,051,546
Total Liabilities $0
Net Assets $6,051,546
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
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Document Links

990-PF
Filed on May 12, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$529,204
Expenses
$698,914
Net Income
-$169,710
Net Assets
$6,237,879
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $152,186
28.8%
Interest Revenue $0
Dividends $210,058
39.7%
Sales of Assets $166,960
31.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $553,685
79.2%
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 $6,237,879
Total Liabilities $0
Net Assets $6,237,879
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
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Document Links

990-PF
Filed on May 13, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$465,807
Expenses
$800,546
Net Income
-$334,739
Net Assets
$6,407,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $149,005
32.0%
Interest Revenue $0
Dividends $227,484
48.8%
Sales of Assets $89,318
19.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $681,086
85.1%
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 $6,407,589
Total Liabilities $1
Net Assets $6,407,588
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 16, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$908,949
Expenses
$833,361
Net Income
$75,588
Net Assets
$6,582,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $167,940
18.5%
Interest Revenue $0
Dividends $260,891
28.7%
Sales of Assets $479,547
52.8%
Other Income $571
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $664,360
79.7%
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 $6,583,042
Total Liabilities $750
Net Assets $6,582,292
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
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Document Links

990-PF
Filed on July 9, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$594,201
Expenses
$800,749
Net Income
-$206,548
Net Assets
$6,658,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,400
25.3%
Interest Revenue $33,078
5.6%
Dividends $228,164
38.4%
Sales of Assets $182,559
30.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $685,762
85.6%
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 $6,658,296
Total Liabilities $0
Net Assets $6,658,296
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice Pres.) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$465,843
Expenses
$767,832
Net Income
-$301,989
Net Assets
$6,863,378
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34,011
7.3%
Dividends $230,538
49.5%
Sales of Assets $201,294
43.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $606,365
79.0%
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 $6,863,378
Total Liabilities $0
Net Assets $6,863,378
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice Pres.) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 9, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$531,485
Expenses
$519,358
Net Income
$12,127
Net Assets
$7,477,942
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $226,016
42.5%
Interest Revenue $33,022
6.2%
Dividends $258,486
48.6%
Sales of Assets $13,961
2.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $403,810
77.8%
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 $7,477,942
Total Liabilities $0
Net Assets $7,477,942
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President) $0 $0
Deborah H Margolis (Vice Pres.) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 12, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$299,180
Expenses
$580,907
Net Income
-$281,727
Net Assets
$7,662,960
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $33,018
11.0%
Dividends $266,162
89.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $416,835
71.8%
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 $7,662,960
Total Liabilities $0
Net Assets $7,662,960

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,462,510
Expenses
$466,030
Net Income
$1,996,480
Net Assets
$7,941,063
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,150,000
87.3%
Interest Revenue $47,116
1.9%
Dividends $264,378
10.7%
Sales of Assets $1,016
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $384,604
82.5%
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 $7,941,063
Total Liabilities $0
Net Assets $7,941,063
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President & Cfo) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
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Document Links

990-PF
Filed on Sept. 11, 2015

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$336,720
Expenses
$385,486
Net Income
-$48,766
Net Assets
$5,944,583
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $98,719
29.3%
Dividends $178,225
52.9%
Sales of Assets $59,776
17.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $358,456
93.0%
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 $5,944,583
Total Liabilities $0
Net Assets $5,944,583
Compensation
Key Employees and Officers Compensation Other
Jeffrey H Margolis (President & Cfo) $0 $0
Deborah H Margolis (Vice President) $0 $0
Alexandria A Margolis (Secretary) $0 $0
Allegra H Margolis (Director) $0 $0
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Document Links

990-PF
Filed on April 3, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,184
Expenses
$353,435
Net Income
-$264,251
Net Assets
$6,062,234
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $148,481
> 100%
Dividends $130,764
> 100%
Sales of Assets $0
Other Income $1,728
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $326,093
92.3%
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 $6,062,235
Total Liabilities $1
Net Assets $6,062,234

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$392,208
Expenses
$384,398
Net Income
$7,810
Net Assets
$6,326,485
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $148,707
37.9%
Dividends $85,957
21.9%
Sales of Assets $157,544
40.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $345,084
89.8%
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 $6,326,486
Total Liabilities $1
Net Assets $6,326,485

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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