Also known as: C/O LOREN D HOSTEK CPA
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Margolis Foundation is a private corporation based in SEATTLE, WA. The foundation received its IRS ruling in 2000. The principal officer is Loren D Hostek Cpa. It holds total assets of $4.9M. Annual income is reported at $2.9M. Total assets have grown from $1.3M in 2011 to $4.9M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2024. According to available records, Margolis Foundation has made 64 grants totaling $1.1M, with a median grant of $5K. Annual giving has decreased from $255K in 2021 to $127K in 2024. Grantmaking activity was highest in 2023 with $403K distributed across 16 grants. Individual grants have ranged from $100 to $200K, with an average award of $17K. The foundation has supported 28 unique organizations. The foundation primarily supports organizations in Washington, Florida, Maryland, which account for 59% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$400
Median Grant
$5K
Average Grant
$22K
Largest Grant
$200K
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Margolis Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 64 grants. Its grantmaking reaches organizations primarily in WA, FL, MD.
Margolis Foundation has distributed a total of $1.1M across 64 grants. The median grant size is $5K, with an average of $17K. Individual grants have ranged from $100 to $200K.
Margolis Foundation is a private foundation. To inquire about grants, you can look up the foundation using their EIN (911995329) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Margolis Foundation is headquartered in SEATTLE, WA. While based in WA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ron Margolis | PRESIDENT/TREASURER | $0 | $0 | N/A |
| Kathleen Margolis | SECRETARY/V.P. | $0 | $0 | N/A |
Total Giving
$134K
Total Assets
$4.9M
Fair Market Value
$6.1M
Net Worth
$4.9M
Grants Paid
$127K
Contributions
N/A
Net Investment Income
$397K
Distribution Amount
$272K
Total Grants
64
Total Giving
$1.1M
Average Grant
$17K
Median Grant
$5K
Unique Recipients
28
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Jewish FederationFURTHER CHARITABLE GOALS | Seattle, WA | $85K | 2024 |
| Chabad Of SeattleFURTHER CHARITABLE GOALS | Seattle, WA | $15K | 2024 |
| Harold Grinspoon FoundationFURTHER CHARITABLE GOALS | Agawam, MA | $10K | 2024 |
| Chabad Of Palm CoastFURTHER CHARITABLE GOALS | Palm Coast, FL | $10K | 2024 |
| Congregation Kol ShalomFURTHER CHARITABLE GOALS | Annapolis, MD | $3K | 2024 |
| Chabad TucsonFURTHER CHARITABLE GOALS | Tucson, AZ | $1K | 2024 |
| Kansas City UniversityFURTHER CHARITABLE GOALS | Kansas City, MO | $1K | 2024 |
| Food Bank TusconFURTHER CHARITABLE GOALS | Tucson, AZ | $1K | 2024 |
| Jewish Burial SocietyFURTHER CHARITABLE GOALS | Seattle, WA | $360 | 2024 |
| Hebrew Free Burial AssocFURTHER CHARITABLE GOALS | New York, NY | $300 | 2024 |
| Us Holocaust MuseumFURTHER CHARITABLE GOALS | Washington Dc, DC | $300 | 2024 |
| Arizona-Sonora Desert MuseumFURTHER CHARITABLE GOALS | Tucson, AZ | $250 | 2024 |
| Camp Gan Israel SeattleFURTHER CHARITABLE GOALS | Seattle, WA | $5K | 2023 |
| Bainbridge Island Land TrustFURTHER CHARITABLE GOALS | Bainbridge Island, WA | $100 | 2023 |
| Jewish Familiy ServicesFURTHER CHARITABLE GOALS | Seattle, WA | $50K | 2022 |
| Great Peninsula ConservancyFURTHER CHARITABLE GOALS | Bremerton, WA | $20K | 2022 |
| Harold Greenspan FoundationFURTHER CHARITABLE GOALS | Boston, MA | $10K | 2022 |
| Helpline HouseFURTHER CHARITABLE GOALS | Bainbridge Island, WA | $5K | 2022 |
| West Sound Wildlife ShelterFURTHER CHARITABLE GOALS | Bainbridge Island, WA | $5K | 2022 |
| Kitsap Humane SocietyFURTHER CHARITABLE GOALS | Silverdale, WA | $5K | 2022 |
| Mary Bridge Children'S MulticareFURTHER CHARITABLE GOALS | Tacoma, WA | $5K | 2022 |
| Sister Jose Women'S CenterFURTHER CHARITABLE GOALS | Tucson, AZ | $5K | 2022 |