Private Foundation

ROBERT AND LISA MARGOLIS FAMILY FOUNDATION

ROBERT AND LISA MARGOLIS FAMILY FOUNDATION is a Private Foundation headquartered in SANTA MONICA, CA. Financial data from the 2024 filing: $5.8M revenue, $4.5M expenses, $88.3M total assets. IRS filings disclose 207 grants awarded by this foundation, totaling roughly $28.9M.

EIN: 203951826 SANTA MONICA, CA Latest filing: 2024
Total Revenue$5.8M
Total Expenses$4.5M
Total Assets$88.3M
Grants Given207
Grant Total$28.9M
Filing Years2019–2024

Sample Grants Given

DUKE UNIVERSITY CONCENTRATION
DURHAM, NC · 2024
FINANCIAL SUPPORT
$1,710,000
CALIFORNIA SCIENCE CENTER FOUNDATIO
LOS ANGELES, CA · 2024
FINANCIAL SUPPORT
$1,025,000
US VETS
LOS ANGELES, CA · 2024
FINANCIAL SUPPORT
$100,000
CANINE COMPANIONS
OCEANSIDE, CA · 2024
FINANCIAL SUPPORT
$100,000
AQUARIUM OF THE PACIFIC
LONG BEACH, CA · 2024
FINANCIAL SUPPORT
$100,000

Showing up to 5 of 207 total records — full history available with membership.

Officers & Directors

President/CEO Robert J Margolis Md

Officer compensation and complete director data available with membership.

Top Grant Purposes

FINANCIAL SUPPORT
$28,880,371 207 grants

Financial Trends

Year Revenue Expenses Assets
2024 $5.8M $4.5M $88.3M
2023 $3.6M $4.5M $82.5M
2022 $1.9M $4.6M $78.3M
2020 $-296K $4.1M $73.3M
2019 $3.5M $4.1M $74.4M

Between 2019 and 2024, reported annual revenue grew from $3.5M to $5.8M (+65%), with total assets most recently reported at $88.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, FL, GA, HI, and 4 other states.

CACTDCFLGAHIINMAMONC

Full geographic grant map with state-by-state breakdown available with membership.

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