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California · Private foundation

Margolis Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$451k
Granted FY2023
20
Grants FY2023
18
Organizations funded FY2023
22%
First-time grantees FY2023
Read the full brief

Read this first · the figures below need context

62% of Margolis Family Foundation’s FY2025 grant dollars went to Giving Back Fund Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 14 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Margolis Family Foundation named its own grantees at scale: 13 organizations, $451k. It is dated, not current.

Organizations named directly on the return

10
’17
11
’18
13
’19
12
’20
14
’21
13
’22
13
’23
15
’24
14
’25

Amber years are those where most dollars went to a sponsor.

Median grant, FY2023
$12,203
Largest grant, FY2023
$89,000
Organizations funded a year
16 to 20
FY2017 to FY2023
States reached, FY2023
7
Total assets, FY2023
$5.1M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 22% of the organizations Margolis Family Foundation funded were first-time grantees, receiving 34% of its grant dollars.

New vs renewed · share of each year

In FY2023, 66% of grant dollars renewed an existing relationship; $124k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
EducationHealthArts & CultureInternationalReligionCivil RightsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202318$362k22%
FY202219$298k11%
FY202118$486k22%
FY202016$544k6%
FY201920$571k45%
FY201818$684k17%
FY201717$604kn/a
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Religion$1.3MHealth$1.2MPhilanthropy$1.1MEducation$498kInternational$475kArts & Culture$389kHuman Services$238kCivil Rights$18kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
MI
NY
MA
PA
NJ
CA
CO
NE
MO
VA
DC

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Hoag Hospital Foundation$893,72590%
University of Illinois Foundation$312,40090%
Segerstrom Center for the Arts$225,00090%
Pacific Symphony$154,75090%
Choc Foundation$105,60030%
Reut USA$100,00061%
Friends of Ir David Inc$90,00090%
Temple Bat Yahm$84,8972n/a
American Israel Education Foundation Inc$75,00010%
Wayne State Foundation$70,00080%
Show all 31 grantees

What it could do for these grantees

Plus 18 recipients with no EIN on record ($1.8M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Margolis Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHoag Hospital Foundation: $893,725 over 9y, 0.4% of budgetUniversity of Illinois Foundation: $312,400 over 9y, 0.0% of budgetSegerstrom Center for the Arts: $225,000 over 9y, 0.1% of budgetPacific Symphony: $154,750 over 9y, 0.1% of budgetChoc Foundation: $105,600 over 3y, 0.1% of budgetReut USA: $100,000 over 6y, 1.0% of budgetFriends of Ir David Inc: $90,000 over 9y, 0.1% of budgetAmerican Israel Education Foundation Inc: $75,000 over 1y, 0.1% of budgetWayne State Foundation: $70,000 over 8y, 0.4% of budgetHillel Foundation of Orange County: $41,300 over 5y, 3.4% of budgetUniversity of California Irvine Foundation: $40,500 over 5y, 0.0% of budgetCentral Fund of Israel: $36,000 over 1y, 0.1% of budgetCure Duchenne: $13,000 over 9y, 0.2% of budgetIsraaid US Global Humanitarian Assistance Inc: $10,363 over 1y, 0.1% of budgetMinds N Hearts Inc: $10,000 over 1y, 4.1% of budgetJudaism Alive Dba Jewish Rock Radio: $10,000 over 1y, 2.3% of budgetAnti-Defamation League: $8,100 over 4y, 0.0% of budgetCrohn's & Colitis Foundation Inc: $6,526 over 3y, 0.0% of budgetSteamboat Art Museum: $6,000 over 6y, 0.2% of budgetIntegrity First for America Inc: $5,000 over 1y, 0.1% of budgetNew York University: $4,000 over 3y, 0.0% of budgetBirthright Israel Foundation: $3,600 over 1y, 0.0% of budgetJewish Funders Network: $3,200 over 2y, 0.0% of budgetSouth Coast Repertory Inc: $2,600 over 1y, 0.0% of budgetJewbelong Inc: $1,000 over 1y, 0.0% of budgetThink Together: $1,000 over 1y, 0.0% of budgetThe Blossom Siegel Family Foundation: $360 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 27.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Community Foundation of Orange CountyCA22× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Foundation of Orange County · Samueli Foundation · Combined Jewish Philanthropies of Greater Boston Inc · Jewish Community Foundation of Los Angeles · Orange County Community Foundation · Jewish Communal Fund · The Rosalinde and Arthur Gilbert Foundation · California Community Foundation · Jewish Federation of Metropolitan Chicago · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Jpmorgan Chase Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Margolis Family Foundation with peer funders

About Margolis Family Foundation

How much does Margolis Family Foundation give?
Margolis Family Foundation reported 20 grants totaling $451,278 in its FY2023 IRS filing. It funded between 16 and 20 organizations a year over FY2017 to FY2023.
What does Margolis Family Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Religion (25%), Health (22%), Philanthropy (21%).
Who are Margolis Family Foundation's largest grantees?
By total granted over FY2017 to FY2025: Hoag Hospital Foundation ($894k), University of Illinois Foundation ($312k), Segerstrom Center for the Arts ($225k).
Does Margolis Family Foundation fund new organizations?
In FY2023, 22% of the organizations it funded were first-time grantees.
Does Margolis Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Margolis Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Jewish Community Foundation of Orange County, Samueli Foundation, Combined Jewish Philanthropies of Greater Boston Inc.
Where is Margolis Family Foundation based?
Margolis Family Foundation is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 55 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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