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· 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
7
States reached
$89k
Largest

Read this first · the figures below need context

62% of Margolis Family Foundation’s FY2025 grant dollars went to The 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.

01What you fund
0199% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Religion$1.3MHealth$1.2MPhilanthropy$1.1MEducation$498kInternational$475kArts & Culture$389kHuman Services$238kCivil Rights$18kOther$0
02FY2023 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2023

  • Under $10k7 grants · $22k
  • $10k–50k9 grants · $159k
  • $50k–250k4 grants · $270k
$12,203
Median grant
7
States reached
$5.1M
Total assets
Largest grants
RecipientAmount
JEWISH FEDERATION & FAMILY SERVICES$89,000
AMERICA ISRAEL EDUCATION FOUNDATION$75,000
UNIVERSITY OF ILLINOIS FOUNDATION$53,600
HOAG HOSPITAL FOUNDATION$52,075
CENTRAL FUND OF ISRAEL$36,000
SEGERSTROM CENTER FOR THE ARTS$25,000
REUT USA$20,000
CONGREGATION HAR HASHEM$18,000
PACIFIC SYMPHONY$18,000
TEMPLE BAT YAHM$12,203
PLANNED PARENTHOOD-ORANGE COUNTY$10,000
FRIENDS OF IR DAVID$10,000
CHABAD AT UCI$10,000
UC IRVINE FOUNDATION$7,000
WAYNE STATE FOUNDATION$6,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 37% of your dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 10%GIVING BACK FUND: $250k → 16%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%CENTRAL FUND OF ISRAEL: $36k → 6%AMERICA ISRAEL EDUCATION FOUNDATION: $75k → 14%AMERICA ISRAEL EDUCATION FOUNDATION: $75k → 8%CONGREGATION HAR HASHEM: $200k → 12%UNIVERSITY OF ILLINOIS FOUNDATION: $54k → 19%AIEF: $75k → 7%GIVING BACK FUND: $100k → 16%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%CROHN'S COLITIS FOUNDATION OF AMERI: $32k → 17%AMERICA ISRAEL EDUCATION FOUNDATION: $75k → 8%CONGREGATION HAR HASHEM: $200k → 12%UNIVERSITY OF ILLINOIS FOUNDATION: $54k → 19%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%CROHN'S COLITIS FOUNDATION OF AMERI: $31k → 17%CONGREGATION HAR HASHEM: $200k → 12%UNIVERSITY OF ILLINOIS FOUNDATION: $54k → 19%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%CONGREGATION HAR HASHEM: $100k → 12%UNIVERSITY OF ILLINOIS FOUNDATION: $54k → 19%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%UNIVERSITY OF ILLINOIS FOUNDATION: $54k → 19%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%SEGERSTROM CENTER FOR THE ARTS: $25k → 10%CHOC CHILDREN'S FOUNDATION: $50k → 10%CHOC CHILDREN'S FOUNDATION: $50k → 10%HOAG HOSPITAL FOUNDATION: $166k → 10%HOAG HOSPITAL FOUNDATION: $161k → 10%HOAG HOSPITAL FOUNDATION: $161k → 10%HOAG HOSPITAL FOUNDATION: $161k → 10%HOAG HOSPITAL FOUNDATION: $161k → 10%HOAG HOSPITAL FOUNDATION: $52k → 10%HOAG HOSPITAL FOUNDATION: $26k → 10%TEMPLE BAT YAHM: $140k → 10%TEMPLE BAT YAHM: $118k → 10%TEMPLE BAT YAHM: $104k → 10%TEMPLE BAT YAHM: $84k → 10%JEWISH FEDERATION & FAMILY SERVICES: $171k → 10%JEWISH FEDERATION & FAMILY SERVICES: $139k → 10%JEWISH FEDERATION & FAMILY SERVICES: $123k → 10%JEWISH FEDERATION FAMILY SERVICES: $115k → 10%JEWISH FEDERATION FAMILY SERVICES: $113k → 10%JEWISH FEDERATION & FAMILY SERVICES: $91k → 10%JEWISH FEDERATION & FAMILY SERVICES: $89k → 10%JEWISH FEDERATION & FAMILY SERVICES: $81k → 10%JEWISH FEDERATION & FAMILY SERVICES: $61k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

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

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

93%of every dollar goes to organizations you’ve funded before.
$3.9M · 27 repeat orgs$271k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +57% since the first grant, against -23% for the ones you funded once.

27 repeat relationships — 14 still active in FY2023, 13 since wound down; 11 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

27
11

Total granted

$3.9M
$99k

Median revenue growth · since first grant

+57%
-23%

Still filing today

59%
36%

New vs renewed · share of each year

In FY2025, 91% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationArts & CultureHealthInternationalReligionPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • HH
    HOAG HOSPITAL FOUNDATION
    9× · 2017–2025 · $894k · revenue +300%
  • University of Illinois Foundation
    9× · 2017–2025 · $312k · revenue +127%
  • SC
    Segerstrom Center for the Arts
    9× · 2017–2025 · $225k · revenue +57%

Funded once

  • A
    AIEF
    one grant, 2022 · $75k
  • WS
    WAYNE STREET FOUNDATION
    one grant, 2019 · $6k
  • IF
    INTEGRITY FIRST FOR AMERICA INC
    one grant, 2021 · $5k · revenue -95%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
The Israel Innovation Fund Inc

Our vision is to reignite the zionist spirit and meet the needs of jewish civilization in the twenty-first century by connecting people around the world through the vibrancy and creativity of contemporary israeli culture.

Arts & Culture
2
University of Judaism Foundation
3
The Israel Institute Inc

The israel institute, inc. (the institute) enhances knowledge about modern israel by ensuring that more students have access to courses about israel during their time on campus.

International
4
American Friends of Hebrew University Inc

Support the hebrew univ. of jerusalem, israel's foremost center of higher edu. & research.

International
5
The Jewish Agency for Israel

The jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…

6
One for Israel

One for israel's purposes are to unite u.s. and international churches, ministries and individuals for the proclamation of the gospel in israel, to raise funds for evangelism and gospel proclamation, to provide tangible relief for israel's…

7
The Shalem Foundation

To promote and foster the creation of a zionist intellectual infrastructure for the state of israel, the development of a jewish national culture, and the establishment and promotion of intellectual and economic liberty.

Crime & Legal
8
Jewish Federation Council of Greater La

Based on jewish values, the jewish federation of greater los angeles convenes and leads the community and leverages its resources to assure the continuity of the jewish people, support a secure state of israel, care for jews in need here…

Philanthropy
9
Weizmann Institute of Science

The weizmann institute of science, located in rehovot, israel, is one of the worlds top-ranking, multidisciplinary research institutions. at any one time, several thousand scientists, staff and students are involved in hundreds of research…

Science & Tech
10
Foundation for Jewish Philanthropies Inc

See schedule othe organization is a not-for-profit, public charity established in 1911 to provide for the quality and continuity of jewish life in western new york and around the world through private philanthropy. the foundation seeks,…

Philanthropy
11
University of Southern California Hillel Foundation

To create an informed, celebratory and satisfying jewish community for students at the university of southern california, to deepen jewish identity through social, intellectual and spiritual participation, to offer diversified…

12
American Friends of Bar-Ilan University

We fundraise in the u.s. to support, and raise awareness of, bar-ilan university in israel.

Education

For reference, the grantee most central to the portfolio’s shape is Jewish Funders Network and the most unlike its peers is The Blossom Siegel Family Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 37 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%3%<5yr15%3%5–10yr20%11%10–20yr17%31%20–35yr11%20%35–55yr13%31%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%0%5–10yr20%1%10–20yr17%18%20–35yr11%42%35–55yr13%39%55yr+

The field is 24% startups (under 5 years old) — 3% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
0.0%0/37
the rest of the field
14%
26,003/186,941

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

34 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 34 of the 55 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
33/34
Grantees still filing
18/34
Grew since you first funded

Where your money sits — by cause, then by grantee

CONGREGATION HAR HASHEM — $754,000 · OtherCONGREGATION HAR HASHEMTEMPLE BAT YAHM — $401,984 · OtherTEMPLE BAT YAHMJEWISH FEDERATION FAMILY SERVICES — $228,020 · OtherJEWISH FEDERATION FAMILY SERVICESAMERICA ISRAEL EDUCATION FOUNDATION — $150,000 · OtherAMERICA ISRAEL EDUCATION FOUNDATIONPLANNED PARENTHOOD-ORANGE COUNTY — $91,500 · OtherTEMPLE BAT YAHM — $84,897 · OtherAIEF — $75,000 · Other+18 more — $153,441 · Other+18 moreJEWISH FEDERATION OF ORANGE COUNTY — $754,600 · PhilanthropyJEWISH FEDERATION OF ORA…THE GIVING BACK FUND — $350,000 · PhilanthropyTHE GIVING BACK FUND+4 more — $25,510 · PhilanthropyHOAG HOSPITAL FOUNDATION — $893,725 · HealthHOAG HOSPITAL FOUNDAT…CHOC FOUNDATION — $105,600 · HealthCHOC FOUNDATION+2 more — $19,526 · HealthUniversity of Illinois Foundation — $312,400 · EducationUniversity…WAYNE STATE FOUNDATION — $70,000 · EducationWAYNE STAT…UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION — $40,500 · EducationUNIVERSITY…UCLA FOUNDATION — $24,700 · Education+5 more — $42,000 · Education+5 moreSegerstrom Center for the Arts — $225,000 · Arts & CultureSegerstrom…Pacific Symphony — $154,750 · Arts & CulturePacific Sy…REUT USA — $100,000 · Arts & CultureREUT USA+2 more — $8,600 · Arts & CultureFRIENDS OF IR DAVID INC — $90,000 · InternationalAMERICAN ISRAEL EDUCATION FOUNDATION INC — $75,000 · InternationalCentral Fund of Israel — $36,000 · International+1 more — $3,600 · InternationalHILLEL FOUNDATION OF ORANGE COUNTY — $41,300 · Religion+1 more — $1,000 · Religion
Other$1,938,842Philanthropy$1,130,110Health$1,018,851Education$489,600Arts & Culture$488,350International$204,600Religion$42,300

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetHOAG HOSPITAL FOUNDATION — $893,725 over 9y, 0.4% of budgetJEWISH FEDERATION OF ORANGE COUNTY — $754,600 over 7y, 2.9% of budgetTHE GIVING BACK FUND — $350,000 over 2y, 0.5% 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 budgetUCLA FOUNDATION — $24,700 over 1y, 0.0% of budgetPEF ISRAEL ENDOWMENT FUNDS INC — $20,000 over 2y, 0.0% of budgetCURE DUCHENNE — $13,000 over 9y, 0.2% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA — $12,000 over 6y, 0.0% 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 budgetORANGE COUNTY COMMUNITY FOUNDATION — $1,950 over 6y, 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
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds HOAG HOSPITAL FOUNDATION
  • Who funds JEWISH FEDERATION OF ORANGE COUNTY
  • Who funds THE GIVING BACK FUND
  • Who funds University of Illinois Foundation
  • Who funds Segerstrom Center for the Arts
  • Who funds Pacific Symphony
  • Who funds CHOC FOUNDATION
  • Who funds REUT USA
  • Who funds FRIENDS OF IR DAVID INC
  • Who funds AMERICAN ISRAEL EDUCATION FOUNDATION INC
  • Who funds WAYNE STATE FOUNDATION
  • Who funds HILLEL FOUNDATION OF ORANGE COUNTY
  • Who funds UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
  • Who funds Central Fund of Israel
  • Who funds UCLA FOUNDATION
  • Who funds PEF ISRAEL ENDOWMENT FUNDS INC
  • Who funds JEWISH GRADUATE STUDENT INITIATIVE
  • Who funds CURE DUCHENNE
  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
  • Who funds ISRAAID US GLOBAL HUMANITARIAN ASSISTANCE INC
  • Who funds MINDS N HEARTS INC
  • Who funds JUDAISM ALIVE DBA JEWISH ROCK RADIO
  • Who funds ANTI-DEFAMATION LEAGUE
  • Who funds CROHN'S & COLITIS FOUNDATION INC
  • Who funds STEAMBOAT ART MUSEUM
  • Who funds INTEGRITY FIRST FOR AMERICA INC
  • Who funds New York University

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — 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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Margolis Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%0%1%3%5%your share of their income ↑0%3%5%8%10%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 55 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

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

    Source object · view filing

    More from the funding graph