Nonprofit · EIN 46-5660420
PHYLLIS MARGOLIUS FAMILY FOUNDATION INC
Tax-exempt · WASHINGTON, DC 20015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,642 | $40,594 | -$8,952 | $333,703 | $0 | $333,703 |
| December 31, 2024 | 990-PF | $69,291 | $57,997 | $11,294 | $342,655 | $0 | $342,655 |
| December 31, 2023 | 990-PF | $57,383 | $42,476 | $14,907 | $332,024 | $663 | $331,361 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,590
- Interest
- $479
- Net gain from sales of assets
- $23,573
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $34,891
- Excise tax on investment income
- $361
Balance sheet and other
- Total assets, start of year
- $342,655
- Total assets, end of year
- $333,703
- Total liabilities, end of year
- $0
- Net assets, end of year
- $333,703
- Fair market value of assets
- $428,605
- Qualifying distributions
- $34,891
- Net investment income
- $31,642
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 |
|---|---|---|---|
| PHILIP N MARGOLIUS 4301 MILITARY ROAD NW 710, WASHINGTON, DC 20015 | PRESIDENT | 2 | $0 |
| KENNETH MARGOLIUS 519 CAROLINE AVENUE, CHARLOTTESVILLE, VA 22902 | SECRETARY - TREASURER | 0 | $0 |
| DAVID MARGOLIUS 5A SHIMONI STREET APT 8, HERZLIYA, 46370, IS | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP N MARGOLIUS 4301 MILITARY ROAD NW 710, WASHINGTON, DC 20015 | PRESIDENT | 2 | $0 |
| KENNETH MARGOLIUS 519 CAROLINE AVENUE, CHARLOTTESVILLE, VA 22902 | SECRETARY - TREASURER | 0 | $0 |
| DAVID MARGOLIUS 5A SHIMONI STREET APT 8, HERZLIYA, 46370, IS | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP N MARGOLIUS 4301 MILITARY ROAD NW 710, WASHINGTON, DC 20015 | PRESIDENT | 2 | $0 |
| KENNETH MARGOLIUS 519 CAROLINE AVENUE, CHARLOTTESVILLE, VA 22902 | SECRETARY - TREASURER | 0 | $0 |
| DAVID MARGOLIUS 5A SHIMONI STREET APT 8, HERZLIYA, 46370, IS | VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4301 MILITARY RD NW APT 710, WASHINGTON, DC 20015-2139
- Signed the 990-PF
- PHILIP N MARGOLIUS, PRESIDENT
- Phone
- (202) 332-6600
- Website
- WWW.PHYLLISMARGOLIUS.ORG
- Return prepared by
- GROSSBERG COMPANY LLP
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
- 46-5660420
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $333,703
- Income (IRS master file)
- $47,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,642 | $40,594 | $333,703 | IRS |
| 990-PF | December 2024 | $69,291 | $57,997 | $342,655 | XML |
| 990-PF | December 2023 | $57,383 | $42,476 | $332,024 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 46-5660420).
Questions about PHYLLIS MARGOLIUS FAMILY FOUNDATION INC
- What is the EIN of PHYLLIS MARGOLIUS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of PHYLLIS MARGOLIUS FAMILY FOUNDATION INC is 46-5660420.
- Is PHYLLIS MARGOLIUS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to PHYLLIS MARGOLIUS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHYLLIS MARGOLIUS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHYLLIS MARGOLIUS FAMILY FOUNDATION INC 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 PHYLLIS MARGOLIUS FAMILY FOUNDATION INC 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 PHYLLIS MARGOLIUS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PHYLLIS MARGOLIUS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,642, expenses of $40,594 and total assets of $333,703 at year end.
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