Nonprofit · EIN 20-3951826
ROBERT AND LISA MARGOLIS FAMILYFOUNDATION
Tax-exempt · SANTA MONICA, CA 90403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,764,056 | $4,516,894 | $1,247,162 | $88,345,929 | $0 | $88,345,929 |
| December 31, 2023 | 990-PF | $3,614,069 | $4,532,764 | -$918,695 | $82,534,159 | $0 | $82,534,159 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $886,730
- Interest
- $225,140
- Net gain from sales of assets
- $4,884,606
- Other income
- -$232,420
Expenses
- Grants and similar amounts paid
- $3,877,500
- Disbursements for charitable purposes
- $3,998,500
- Excise tax on investment income
- $67,351
Balance sheet and other
- Total assets, start of year
- $82,534,159
- Total assets, end of year
- $88,345,929
- Total liabilities, end of year
- $0
- Net assets, end of year
- $88,345,929
- Fair market value of assets
- $95,978,204
- Qualifying distributions
- $3,998,500
- Net investment income
- $5,342,506
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J MARGOLIS MD c/o 15260 VENTURA BLVD STE 980, SHERMAN OAKS, CA 91403 | President/CEO | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J MARGOLIS MD c/o 15260 VENTURA BLVD STE 980, SHERMAN OAKS, CA 91403 | President/CEO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O JMC ADV 2444 WILSHIRE BLVD 622, SANTA MONICA, CA 90403-0000
- In care of
- % JMC ADVISORS
- Signed the 990-PF
- ROBERT J MARGOLIS MD, President/CEO
- Phone
- (310) 354-4221
- Return prepared by
- KAC Partners
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3951826 or by the name ROBERT AND LISA MARGOLIS FAMILYFOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3951826
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $88,345,929
- Income (IRS master file)
- $20,773,463
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,764,056 | $4,516,894 | $88,345,929 | XML |
| 990-PF | December 2023 | $3,614,069 | $4,532,764 | $82,534,159 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3951826).
Questions about ROBERT AND LISA MARGOLIS FAMILYFOUNDATION
- What is the EIN of ROBERT AND LISA MARGOLIS FAMILYFOUNDATION?
- The employer identification number (EIN) of ROBERT AND LISA MARGOLIS FAMILYFOUNDATION is 20-3951826.
- Is ROBERT AND LISA MARGOLIS FAMILYFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ROBERT AND LISA MARGOLIS FAMILYFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND LISA MARGOLIS FAMILYFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND LISA MARGOLIS FAMILYFOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AND LISA MARGOLIS FAMILYFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT AND LISA MARGOLIS FAMILYFOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROBERT AND LISA MARGOLIS FAMILYFOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,764,056, expenses of $4,516,894 and total assets of $88,345,929 at year end.
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