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Nonprofit · EIN 87-6180864

BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350

Tax-exempt · BRENTWOOD, NY 11717

Financials

$627K$626K2023$926K$660K2024$1.2M$701K2025
Revenue Expenses · by fiscal year end
Financials of BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$1,203,069$700,600$502,469$11,263,081$0$11,263,081
March 31, 2025990-PF$925,617$659,520$266,097$10,759,806$0$10,759,806
March 31, 2024990-PF$627,061$626,499$562$10,492,919$0$10,492,919
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$369,431
Net gain from sales of assets
$827,924
Other income
$5,714

Expenses

Grants and similar amounts paid
$631,490
Compensation of officers, directors and key employees
$54,895
Disbursements for charitable purposes
$645,214
Excise tax on investment income
$16,078

Balance sheet and other

Total assets, start of year
$10,759,806
Total assets, end of year
$11,263,081
Total liabilities, end of year
$0
Net assets, end of year
$11,263,081
Fair market value of assets
$13,892,391
Qualifying distributions
$645,214
Net investment income
$1,203,069

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
PRINCIPAL FINANCIAL GROUP
PO BOX 10316, DES MOINES, IA 50306
TRUSTEE1$54,895
990-PF for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
PRINCIPAL FINANCIAL GROUP
PO BOX 10316, DES MOINES, IA 50306
TRUSTEE1$52,663
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
PRINCIPAL FINANCIAL GROUP
PO BOX 10316, DES MOINES, IA 50306
TRUSTEE1$48,097

Address and contacts

Address (IRS master file)
PO BOX 9006, BRENTWOOD, NY 11717-9006
In care of
% WELLS FATGO BANK NA 068350
Signed the 990-PF
-, TRUSTEE
Phone
(602) 562-0883
Return prepared by
PWC US TAX 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
87-6180864
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
1979
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$11,263,081
Income (IRS master file)
$3,051,526

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$1,203,069$700,600$11,263,081XML
990-PFMarch 2025$925,617$659,520$10,759,806XML
990-PFMarch 2024$627,061$626,499$10,492,919XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––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 87-6180864).

Questions about BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350

What is the EIN of BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350?
The employer identification number (EIN) of BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 is 87-6180864.
Is BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 file?
Form 990-PF. Private foundations file every year.
When is the next return of BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $54,895 (PRINCIPAL FINANCIAL GROUP, TRUSTEE).
How much revenue does BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $1,203,069, expenses of $700,600 and total assets of $11,263,081 at year end.

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