1. Directory
  2. California
  3. Santa Monica
  4. Robert and Lisa Margolis Family Foundation
EIN 20-3951826

Robert and Lisa Margolis Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Santa Monica
State
California
Year formed
2006
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
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
$1,911,435
2022
Total expenses
$4,563,025
2022
Total assets
$78,284,363
2022
Num. employees
n/a

Program areas at Robert and Lisa Margolis Family Foundation

General financial assistance

Grants made by Robert and Lisa Margolis Family Foundation

GranteeGrant descriptionAmount
Save the Redwoods LeagueFinancial Support$143,000
World Central KitchenFinancial Support$75,000
Food ForwardFinancial Support$50,000
...and 8 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 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$1,661,562
Net rental income$0
Net gain from sale of non-inventory assets$-501,506
Gross sales of inventory$0
Miscellaneous revenues$751,379
Total revenues$1,911,435

Form 990s for Robert and Lisa Margolis Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-09990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-13990PFView PDF
2019-122021-06-11990PFView PDF
2018-122019-12-06990PFView PDF
...and 9 more Form 990s

Organizations like Robert and Lisa Margolis Family Foundation

OrganizationLocationRevenue
Rosswood FoundationVero Beach, FL$1,274,376
Rather Family FoundationNew York, NY$1,048,177
The Trexler FoundationCharlotte, NC$672,168
The Hobbs FoundationJacksonville, IL$826,209
Angeline E Kirby Mem HLTH Center TrustPittsburgh, PA$579,731
The Androse FoundationJefferson, OH$2,642,642
Verne G and Judith A Istock FoundationNaples, FL$826,878
The Stratford FoundationBoston, MA$750,139
Anne Thorne Weaver Family FoundationOmaha, NE$603,257
Anna Paulina FoundationFlint, MI$7,410,430
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 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
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
Free account sign-up

Want updates when Robert and Lisa Margolis Family Foundation has new information, or want to find more organizations like Robert and Lisa Margolis Family Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy