Nonprofit · EIN 91-1995329
MARGOLIS FOUNDATION
Tax-exempt · COLORADO SPGS, CO 80903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $701,651 | $365,777 | $335,874 | $5,275,129 | $0 | $5,275,129 |
| June 30, 2024 | 990-PF | $398,256 | $134,492 | $263,764 | $4,939,255 | $0 | $4,939,255 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $326,471
- Net gain from sales of assets
- $321,791
- Other income
- $53,389
Expenses
- Grants and similar amounts paid
- $345,450
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $359,124
- Excise tax on investment income
- $9,255
Balance sheet and other
- Total assets, start of year
- $4,939,255
- Total assets, end of year
- $5,275,129
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,275,129
- Fair market value of assets
- $6,672,900
- Qualifying distributions
- $359,124
- Net investment income
- $666,607
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ron Margolis 4615 East Palais Place, Tucson, AZ 85718 | President/Treasurer | 1 | $0 |
| Kathleen Margolis 4615 East Palais Place, Tucson, AZ 85718 | Secretary/V.P. | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON MARGOLIS 140 CHESHIRE WAY, NAPLES, FL 34110 | PRESIDENT/TREASURER | 1 | $0 |
| KATHLEEN MARGOLIS 140 CHESHIRE WAY, NAPLES, FL 34110 | SECRETARY/V.P. | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 90 S CASCADE AVE STE 700, COLORADO SPGS, CO 80903-1696
- In care of
- % RON MARGOLIS
- Signed the 990-PF
- Ron Margolis, President
- Phone
- (206) 623-9395
- Return prepared by
- Sorren 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-1995329
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,275,129
- Income (IRS master file)
- $2,307,374
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $701,651 | $365,777 | $5,275,129 | IRS |
| 990-PF | June 2024 | $398,256 | $134,492 | $4,939,255 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 91-1995329).
Questions about MARGOLIS FOUNDATION
- What is the EIN of MARGOLIS FOUNDATION?
- The employer identification number (EIN) of MARGOLIS FOUNDATION is 91-1995329.
- Is MARGOLIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MARGOLIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGOLIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGOLIS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGOLIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MARGOLIS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARGOLIS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $701,651, expenses of $365,777 and total assets of $5,275,129 at year end.
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