EIN 20-3951826

Robert and Lisa Margolis Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2006
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Robert and Lisa Margolis Family Foundation is a private foundation located in Santa Monica, CA. Its purpose is to provide general financial assistance, and it made 21 grants last year. Grantees include Duke University Concentration.
Total revenues
$3,614,069
2023
Total expenses
$4,532,764
2023
Total assets
$82,534,159
2023
Num. employees
0
2023

Program areas at Robert and Lisa Margolis Family Foundation

General financial assistance

Grants made by Robert and Lisa Margolis Family Foundation

GranteeGrant descriptionAmount
Community PartnersFinancial Support$150,000
Aquarium of the PacificFinancial Support$100,000
Campbell Hall -episcopalFinancial Support$90,000
...and 10 more grants made

Personnel at Robert and Lisa Margolis Family Foundation

NameTitleCompensation
Robert J MargolisPresident and Chief Executive Officer$0

Financials for Robert and Lisa Margolis Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$1,255,773
Net rental income$0
Net gain from sale of non-inventory assets$2,225,628
Gross sales of inventory$0
Miscellaneous revenues$132,668
Total revenues$3,614,069

Form 990s for Robert and Lisa Margolis Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-12990PFView PDF
2022-122023-11-09990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-13990PFView PDF
2019-122021-06-11990PFView PDF
...and 10 more Form 990s

Organizations like Robert and Lisa Margolis Family Foundation

OrganizationLocationRevenue
Crimson Lion FoundationBoston, MA$1,985,202
Hurst Family FoundationNew York, NY$3,946,572
Wasily Family FoundationWilmington, DE$10,561,958
The Sundheim Family FoundationNew York, NY$11,688,909
High FoundationLancaster, PA$8,308,510
Carl B. & Florence E. King FoundationDallas, TX$8,446,364
Stuller Family FoundationLafayette, LA$16,142,282
Thomas Wortham FoundationHouston, TX$10,138,659
Mccombs FoundationSan Antonio, TX$5,275,960
Goodnight Educational FoundationCary, NC$5,826,421
Data update history
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2022
July 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 26, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 23, 2023
Used new vendors
Identified 1 new vendor, including
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
C/O JMC Adv 2444 Wilshire Blvd 622
Santa Monica, CA 90403
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Phone
(310) 354-4221
IRS details
EIN
20-3951826
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2006
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
CT0214560
FTB Entity ID
3732602
AB 488 data last updated ("as-of") date
2024-12-31
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