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Nonprofit · EIN 75-2568875

FRED H AND ANN E MARGOLIN FOUNDATION

Tax-exempt · DALLAS, TX 75219

Financials

$103K$108K2025
Revenue Expenses · by fiscal year end
Financials of FRED H AND ANN E MARGOLIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$102,599$107,889-$5,290$955,888$0$955,888
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$108,623
Net gain from sales of assets
-$3,477
Other income
-$2,547

Expenses

Grants and similar amounts paid
$75,458
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$78,090
Excise tax on investment income
$289

Balance sheet and other

Total assets, start of year
$961,178
Total assets, end of year
$955,888
Total liabilities, end of year
$0
Net assets, end of year
$955,888
Fair market value of assets
$1,059,243
Qualifying distributions
$78,090
Net investment income
$49,081

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.

NameTitleHours / weekCompensation
ANN E MARGOLIN
3535 GILLESPIE ST 702, DALLAS, TX 75219
PRESIDENT0.5$0
FRED H MARGOLIN
3535 GILLESPIE ST 702, DALLAS, TX 75219
TRUSTEE1$0
RICHARD MARGOLIN
1010 ELSBETH, DALLAS, TX 75208
TRUSTEE0$0
JANE MARGOLIN
8634 SAN BENITO WAY, DALLAS, TX 75218
TRUSTEE0$0

Address and contacts

Address (IRS master file)
3535 GILLESPIE ST APT 702, DALLAS, TX 75219-4946
In care of
% ANN MARGOLIN
Signed the 990-PF
ANN E MARGOLIN, OFFICER
Phone
(214) 212-1121
Return prepared by
ARMANINO ADVISORY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-2568875
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20J)
Assets (IRS master file)
$955,888
Income (IRS master file)
$571,075

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-TDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$112,487$147,111$915,435IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about FRED H AND ANN E MARGOLIN FOUNDATION

What is the EIN of FRED H AND ANN E MARGOLIN FOUNDATION?
The employer identification number (EIN) of FRED H AND ANN E MARGOLIN FOUNDATION is 75-2568875.
Is FRED H AND ANN E MARGOLIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to FRED H AND ANN E MARGOLIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRED H AND ANN E MARGOLIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of FRED H AND ANN E MARGOLIN 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 FRED H AND ANN E MARGOLIN 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 FRED H AND ANN E MARGOLIN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does FRED H AND ANN E MARGOLIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $102,599, expenses of $107,889 and total assets of $955,888 at year end.

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