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Ben B & Iris Margolis Private Fdn For Medical Research 068350

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$926k (2025)

Expenses
$660k (2025)

Total Assets
$10.8M (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 March
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$925,617
Expenses
$659,520
Net Income
$266,097
Net Assets
$10,759,806
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $368,575
39.8%
Sales of Assets $551,492
59.6%
Other Income $5,550
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $594,344
90.1%
Compensation of Officers* $52,663
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,759,806
Total Liabilities $0
Net Assets $10,759,806
Compensation
Key Employees and Officers Compensation Other
Principal Financial Group (Trustee) $52,663 $0

Document Links

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$627,061
Expenses
$626,499
Net Income
$562
Net Assets
$10,492,919
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $324,700
51.8%
Sales of Assets $296,318
47.3%
Other Income $6,043
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $583,995
93.2%
Compensation of Officers* $48,097
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,492,919
Total Liabilities $0
Net Assets $10,492,919
Compensation
Key Employees and Officers Compensation Other
Principal Financial Group (Trustee) $48,097 $0

Document Links

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$364,639
Expenses
$695,264
Net Income
-$330,625
Net Assets
$10,493,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $253,167
69.4%
Sales of Assets $104,944
28.8%
Other Income $6,528
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $640,213
92.1%
Compensation of Officers* $49,553
7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,493,350
Total Liabilities $0
Net Assets $10,493,350
Compensation
Key Employees and Officers Compensation Other
Principal Financial Group (Trustee) $49,553 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,115,971
Expenses
$677,413
Net Income
$438,558
Net Assets
$10,832,158
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $300,958
27.0%
Sales of Assets $807,412
72.4%
Other Income $7,601
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $656,545
96.9%
Compensation of Officers* $55,960
8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,832,158
Total Liabilities $0
Net Assets $10,832,158
Compensation
Key Employees and Officers Compensation Other
Principal Financial Group (Trustee) $55,960 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$963,408
Expenses
$623,497
Net Income
$339,911
Net Assets
$10,393,309
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $324,132
33.6%
Sales of Assets $632,745
65.7%
Other Income $6,531
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $581,528
93.3%
Compensation of Officers* $46,112
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,393,310
Total Liabilities $1
Net Assets $10,393,309
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $46,112 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$523,612
Expenses
$610,704
Net Income
-$87,092
Net Assets
$10,052,556
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $261,616
50.0%
Sales of Assets $253,071
48.3%
Other Income $8,925
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $573,391
93.9%
Compensation of Officers* $43,566
7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,052,556
Total Liabilities $0
Net Assets $10,052,556

Document Links

Fiscal Year Ending March
2019

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

Fiscal Year Ending March
2018

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

Fiscal Year Ending March
2017

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

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,225,203
Expenses
$169,255
Net Income
$5,055,948
Net Assets
$9,863,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $110,873
2.1%
Sales of Assets $5,056,106
96.8%
Other Income $58,224
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,273
5.5%
Compensation of Officers* $37,091
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,863,348
Total Liabilities $0
Net Assets $9,863,348

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$364,280
Expenses
$506,650
Net Income
-$142,370
Net Assets
$4,810,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $103,520
28.4%
Sales of Assets $197,149
54.1%
Other Income $3,113
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $460,584
90.9%
Compensation of Officers* $40,535
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,810,828
Total Liabilities $0
Net Assets $4,810,828

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$310,091
Expenses
$407,874
Net Income
-$97,783
Net Assets
$4,953,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,003
34.2%
Sales of Assets $140,958
45.5%
Other Income $2,632
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $362,031
88.8%
Compensation of Officers* $40,125
9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,953,021
Total Liabilities $0
Net Assets $4,953,021

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$407,462
Expenses
$463,022
Net Income
-$55,560
Net Assets
$5,050,729
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $118,333
29.0%
Sales of Assets $233,672
57.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $412,198
89.0%
Compensation of Officers* $40,792
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,050,729
Total Liabilities $0
Net Assets $5,050,729

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$381,018
Expenses
$508,278
Net Income
-$127,260
Net Assets
$5,105,526
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $180,921
47.5%
Sales of Assets $117,057
30.7%
Other Income $83,040
21.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $461,088
90.7%
Compensation of Officers* $36,352
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,105,526
Total Liabilities $0
Net Assets $5,105,526

Document Links

Fiscal Year Ending March
2011

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

Fiscal Year Ending March
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

Fiscal Year Ending March
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

Fiscal Year Ending March
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

Fiscal Year Ending March
2007

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

Fiscal Year Ending March
2006

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

Fiscal Year Ending March
2005

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

Fiscal Year Ending March
2004

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

Fiscal Year Ending March
2003

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

Fiscal Year Ending March
2002

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

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.

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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

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

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  • 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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