Robert And Lisa Margolis Familyfoundation

Organization Overview

Robert And Lisa Margolis Familyfoundation is located in Santa Monica, CA. The organization was established in 2006. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert And Lisa Margolis Familyfoundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2023, Robert And Lisa Margolis Familyfoundation generated $3.6m in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 31.4% each year . All expenses for the organization totaled $4.5m during the year ending 12/2023. While expenses have increased by 0.7% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2014, Robert And Lisa Margolis Familyfoundation has awarded 287 individual grants totaling $38,800,747. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990PF Filing

TAX YEAR

2023

Describe the Organization's Program Activity:

Part 3 - Line 4a

GENERAL FINANCIAL ASSISTANCE


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Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $0
Interest on Savings $242,055
Dividends & Interest $1,013,718
Net Rental Income$0
Net Gain on Sale of Assets $2,225,628
Capital Gain Net Income $2,226,167
Net ST Capital Gain $295,295
Income Modifications $0
Profit on Inventory Sales $0
Other Income $132,668
Total Revenue $3,614,069

Grants Awarded

Over the last fiscal year, Robert And Lisa Margolis Familyfoundation has awarded $4,053,097 in support to 28 organizations.

Grant RecipientAmount

MENDEZ NATIONAL INST OF TRANSPLANTA

PURPOSE: FINANCIAL SUPPORT

$75,000

DUKE MEDICAL SCHOOL ANNUAL FUND

PURPOSE: FINANCIAL SUPPORT

$1,000

CONGREGATION NER TAMID OF SOUTH BAY

PURPOSE: FINANCIAL SUPPORT

$5,000

MARE-MASTERING ABILITIES RIDING EQU

PURPOSE: FINANCIAL SUPPORT

$60,000

CALIFORNIA SCIENCE CENTER FOUNDATIO

PURPOSE: FINANCIAL SUPPORT

$1,026,000

CANINE COMPANIONS

PURPOSE: FINANCIAL SUPPORT

$101,000
View Grant Profile

Peer Organizations

Organization NameAssets
Every Org
San Francisco, CA
$18,478,847
Charles Huang Foundation
Pasadena, CA
$842,677
Living Legacy Foundation
Newport Beach, CA
$19,605,725
Troesh Family Foundation
Henderson, NV
$9,325,478
Pwb Foundation
San Francisco, CA
$8,498,633
Kennys Kids
Sedona, AZ
$509,065
Sam Simon Charitable Giving Foundation Inc
Westlake Village, CA
$32,260,266
Kay Family Foundation
Irvine, CA
$219,232
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009
Villa Park, CA
$6,298,422
Snap Foundation
Santa Monica, CA
$215,250
Odonnell Foundation
Menlo Park, CA
$1,676,407
Erik E And Edith H Bergstrom Foundation A Charitable Trust
Palo Alto, CA
$12,990,841
Georg & Judy Marcus Family Foundation
Palo Alto, CA
$14,591,965
Wallis Annenberg Legacy Foundation
Playa Vista, CA
$171,827,115
Priem Family Foundation
Burlingame, CA
-$4,034,198
Judy & Bernard Briskin Family Foundation
Los Angeles, CA
$1,406,101
Genentech Foundation
South San Francisco, CA
$712,526
Jmm Charitable Foundation Inc
Los Angeles, CA
$147,553,111
Esb Charitable Foundation
San Francisco, CA
$34,026,394
James F And Marion L Miller Foundation
Portland, OR
$11,093,790
Merkin Family Foundation
Marina Del Rey, CA
$6,972,502
Meadowview Foundation
San Rafael, CA
$6,222,014
John And Marcia Goldman Foundation
San Francisco, CA
$7,909,460
Troper Wojcicki Foundation
Los Altos, CA
$28,505,551
Stonewall Foundation
Tucson, AZ
$109,268

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