Nonprofit · EIN 31-6068719
D STERLING MARGOLIS FAMILY FOUNDATION
Tax-exempt · HOUSTON, TX 77024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $535,200 | $392,547 | $142,653 | $217,702 | $0 | $217,702 |
| December 31, 2024 | 990-PF | $392,305 | $360,845 | $31,460 | $75,649 | $0 | $75,649 |
| December 31, 2023 | 990-PF | $335,125 | $348,395 | -$13,270 | $39,408 | $0 | $39,408 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $535,050
- Dividends
- $150
Expenses
- Grants and similar amounts paid
- $386,402
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $386,402
- Excise tax on investment income
- $2
Balance sheet and other
- Total assets, start of year
- $75,649
- Total assets, end of year
- $217,702
- Total liabilities, end of year
- $0
- Net assets, end of year
- $217,702
- Fair market value of assets
- $217,713
- Qualifying distributions
- $386,402
- Net investment income
- $150
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL MARGOLIS 121 N POST OAK LANE SUITE 1306, HOUSTON, TX 77024 | PRESIDENT | 1 | $0 |
| GREGORY MARGOLIS 1165 PARK AVENUE APT 5C, NEW YORK, NY 10128 | VICE PRESIDENT | 1 | $0 |
| RALPH HEYMAN 1 S MAIN STREET SUITE 1300, DAYTON, OH 45402 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL MARGOLIS 121 N POST OAK LANE SUITE 1306, HOUSTON, TX 77024 | PRESIDENT | 1 | $0 |
| GREGORY MARGOLIS 1165 PARK AVENUE APT 5C, NEW YORK, NY 10128 | VICE PRESIDENT | 1 | $0 |
| RALPH HEYMAN 1 S MAIN STREET SUITE 1300, DAYTON, OH 45402 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MONIQUE MARGOLIS 121 N POST OAK LANE SUITE 706, HOUSTON, TX 77024 | MANAGER (ENDED JULY 2023) | 5 | $0 |
| MICHAEL MARGOLIS 121 N POST OAK LANE SUITE 1306, HOUSTON, TX 77024 | PRESIDENT | 1 | $0 |
| GREGORY MARGOLIS 1165 PARK AVENUE APT 5C, NEW YORK, NY 10128 | VICE PRESIDENT | 1 | $0 |
| RALPH HEYMAN 1 S MAIN STREET SUITE 1300, DAYTON, OH 45402 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 121 N POST OAK LN APT 1306, HOUSTON, TX 77024-7712
- Signed the 990-PF
- MICHAEL MARGOLIS, PRESIDENT
- Phone
- (917) 355-2626
- Return prepared by
- BRADY WARE & SCHOENFELD INC
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 | 990-PF 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
- 31-6068719
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $217,702
- Income (IRS master file)
- $535,200
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $535,200 | $392,547 | $217,702 | IRS |
| 990-PF | December 2024 | $392,305 | $360,845 | $75,649 | IRS |
| 990-PF | December 2023 | $335,125 | $348,395 | $39,408 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 31-6068719).
Questions about D STERLING MARGOLIS FAMILY FOUNDATION
- What is the EIN of D STERLING MARGOLIS FAMILY FOUNDATION?
- The employer identification number (EIN) of D STERLING MARGOLIS FAMILY FOUNDATION is 31-6068719.
- Is D STERLING MARGOLIS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to D STERLING MARGOLIS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does D STERLING MARGOLIS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of D STERLING MARGOLIS FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did D STERLING MARGOLIS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of D STERLING MARGOLIS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does D STERLING MARGOLIS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $535,200, expenses of $392,547 and total assets of $217,702 at year end.
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