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California · Private foundation

Robert and Lisa Margolis Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3.9M
Granted FY2024(still arriving)
26
Grants FY2024
27
Organizations funded FY2023
19%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$50,000
Largest grant, FY2024
$1,710,000
Organizations funded a year
20 to 36
FY2017 to FY2023
States reached, FY2024
6
Total assets, FY2024
$88M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 19% of the organizations Robert and Lisa Margolis Family Foundation funded were first-time grantees, receiving 2% of its grant dollars.

New vs renewed · share of each year

In FY2023, 98% of grant dollars renewed an existing relationship; $82k 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
Human ServicesEnvironmentAnimalsHealthFood & NutritionPhilanthropyOther
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
FY2024still arriving26$3.9M15%
FY202327$4.0M19%
FY202220$3.9M25%
FY202136$3.5M33%
FY202029$3.5M38%
FY201921$3.5M33%
FY201826$3.4M58%
FY201725$3.3Mn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$13MPhilanthropy$6.1MScience & Tech$3.6MHealth$2.0MEnvironment$1.0MHuman Services$886kFood & Nutrition$795kEmployment$505kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NY
MA
NV
IN
OH
NJ
CT
CA
MO
TN
NC
DC
HI
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
California Science Center Foundation$3,578,33582%
United States Veterans Initiative$500,00050%
Aquarium of the Pacific Corporation$500,00050%
Swipe Out Hunger$478,000624%
Year Up Inc$450,00020%
Campbell Hall -Episcopal-$430,0006n/a
Canine Companions for Independence Inc$373,00060%
Community Partners$347,24370%
Save the Redwoods League$338,00030%
St Joseph Center$255,00050%
Show all 50 grantees
All grantees of Robert and Lisa Margolis Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
California Science Center Foundation$3,578,33582%
United States Veterans Initiative$500,00050%
Aquarium of the Pacific Corporation$500,00050%
Swipe Out Hunger$478,000624%
Year Up Inc$450,00020%
Campbell Hall -Episcopal-$430,0006n/a
Canine Companions for Independence Inc$373,00060%
Community Partners$347,24370%
Save the Redwoods League$338,00030%
St Joseph Center$255,00050%
Food Forward Inc$185,00040%
Land of the Free Foundation$150,00072%
Naturebridge$147,50050%
World Central Kitchen Inc$125,00030%
Dignity Health$100,00010%
Keep Memory Alive$95,0004n/a
The Erika Whitmore Godwin Foundation$65,00077%
The Midnight Mission$55,00050%
Chrysalis Center$55,00020%
University of California San Francisco Foundation$50,00010%
The Rape Foundation$50,00011%
The Mission Continues$50,00010%
Venice Family Clinic$50,00010%
Accountable for Health Institute$50,00018%
Congregation Ner Tamid of South Bay$44,7658n/a
Los Angeles Regional Food Bank$35,00020%
Westside Food Bank$35,00021%
Strong Foodla Kitchen$25,00012%
Choc Foundation$25,00020%
Indiana University Foundation$25,00010%
The Elephant Sanctuary in Tennessee$15,00010%
Carolina Tiger Rescue$15,00010%
Santa Catalina Island Conservancy$10,00010%
The Coral Restoration Foundation Inc$10,00010%
Institute for Exceptional Care$10,00010%
Da Vinci Schools$5,00010%
Ojai Raptor Center$5,00011%
Redwood Forest Foundation Inc$5,00010%
Haw River Assembly Inc$5,00011%
American Jewish Committee$5,00010%
The Breast Cancer Research Foundation Inc$2,00020%
Food on Foot$2,00020%
Partners in Care Foundation$1,70020%
Chabad on 17th Street in S Monica Inc$1,0001n/a
Friends of Foster Children$1,00010%
Save the Manatee Club Inc$1,00010%
Rutgers University Foundation$1,00010%
Mill Valley Library Foundation$50010%
Helping Hands Ministries Inc$25010%
World Wildlife Fund Inc$2010%

What it could do for these grantees

Plus 34 recipients with no EIN on record ($20M), not named here.

Where it is load-bearing

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCalifornia Science Center Foundation: $3,578,335 over 8y, 1.7% of budgetUnited States Veterans Initiative: $500,000 over 5y, 0.2% of budgetAquarium of the Pacific Corporation: $500,000 over 5y, 0.4% of budgetSwipe Out Hunger: $478,000 over 6y, 24% of budgetYear Up Inc: $450,000 over 2y, 0.2% of budgetCanine Companions for Independence Inc: $373,000 over 6y, 0.2% of budgetCommunity Partners: $347,243 over 7y, 0.1% of budgetSave the Redwoods League: $338,000 over 3y, 0.3% of budgetSt Joseph Center: $255,000 over 5y, 0.1% of budgetFood Forward Inc: $185,000 over 4y, 0.1% of budgetLand of the Free Foundation: $150,000 over 7y, 1.7% of budgetNaturebridge: $147,500 over 5y, 0.4% of budgetWorld Central Kitchen Inc: $125,000 over 3y, 0.0% of budgetDignity Health: $100,000 over 1y, 0.0% of budgetThe Erika Whitmore Godwin Foundation: $65,000 over 7y, 7.3% of budgetThe Midnight Mission: $55,000 over 5y, 0.1% of budgetChrysalis Center: $55,000 over 2y, 0.1% of budgetUniversity of California San Francisco Foundation: $50,000 over 1y, 0.0% of budgetThe Rape Foundation: $50,000 over 1y, 1.0% of budgetThe Mission Continues: $50,000 over 1y, 0.4% of budgetVenice Family Clinic: $50,000 over 1y, 0.1% of budgetAccountable for Health Institute: $50,000 over 1y, 7.7% of budgetLos Angeles Regional Food Bank: $35,000 over 2y, 0.0% of budgetWestside Food Bank: $35,000 over 2y, 0.6% of budgetStrong Foodla Kitchen: $25,000 over 1y, 1.6% of budgetChoc Foundation: $25,000 over 2y, 0.0% of budgetIndiana University Foundation: $25,000 over 1y, 0.0% of budgetThe Elephant Sanctuary in Tennessee: $15,000 over 1y, 0.1% of budgetCarolina Tiger Rescue: $15,000 over 1y, 0.4% of budgetSanta Catalina Island Conservancy: $10,000 over 1y, 0.1% of budgetThe Coral Restoration Foundation Inc: $10,000 over 1y, 0.3% of budgetInstitute for Exceptional Care: $10,000 over 1y, 0.3% of budgetDa Vinci Schools: $5,000 over 1y, 0.0% of budgetOjai Raptor Center: $5,000 over 1y, 0.9% of budgetRedwood Forest Foundation Inc: $5,000 over 1y, 0.2% of budgetHaw River Assembly Inc: $5,000 over 1y, 1.3% of budgetAmerican Jewish Committee: $5,000 over 1y, 0.0% of budgetThe Breast Cancer Research Foundation Inc: $2,000 over 2y, 0.0% of budgetFood on Foot: $2,000 over 2y, 0.1% of budgetPartners in Care Foundation: $1,700 over 2y, 0.0% of budgetFriends of Foster Children: $1,000 over 1y, 0.4% of budgetSave the Manatee Club Inc: $1,000 over 1y, 0.1% of budgetRutgers University Foundation: $1,000 over 1y, 0.0% of budgetMill Valley Library Foundation: $500 over 1y, 0.1% of budgetHelping Hands Ministries Inc: $250 over 1y, 0.0% of budgetWorld Wildlife Fund Inc: $20 over 1y, 0.0% 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 46.

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 Los AngelesCA18.7× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Foundation of Los Angeles · California Community Foundation · The Ahmanson Foundation · The Ralph M Parsons Foundation · Weingart Foundation · The Annenberg Foundation · Wm Keck Foundation · The Confidence Foundation · The Rose Hills Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jewish Communal Fund · Charities Aid Foundation America

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 Robert and Lisa Margolis Family Foundation with peer funders

About Robert and Lisa Margolis Family Foundation

How much does Robert and Lisa Margolis Family Foundation give?
Robert and Lisa Margolis Family Foundation reported 26 grants totaling $3,877,500 in its FY2024 IRS filing. It funded between 20 and 36 organizations a year over FY2017 to FY2023.
What does Robert and Lisa Margolis Family Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (43%), Philanthropy (21%), Science & Tech (12%).
Who are Robert and Lisa Margolis Family Foundation's largest grantees?
By total granted over FY2017 to FY2024: California Science Center Foundation ($3.6M), United States Veterans Initiative ($500k), Aquarium of the Pacific Corporation ($500k).
Does Robert and Lisa Margolis Family Foundation fund new organizations?
In FY2023, 19% of the organizations it funded were first-time grantees.
Does Robert and Lisa 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 Robert and Lisa Margolis Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Jewish Community Foundation of Los Angeles, California Community Foundation, The Ahmanson Foundation.
Where is Robert and Lisa Margolis Family Foundation based?
Robert and Lisa 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 86 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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