STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARGOLIS FOUNDATION

Cite this

Plain text MARGOLIS FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2019–2024. https://strategystudio.org/org/911995329. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). MARGOLIS FOUNDATION [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/911995329

MLA “MARGOLIS FOUNDATION.” Strategy Studio, tax years 2019–2024, https://strategystudio.org/org/911995329. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2019–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $702K · expenses $366K · assets $5.3M

EIN
91-1995329
Address
90 S CASCADE AVE STE 700, COLORADO SPGS, CO 80903-1696
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2000
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Ron Margolis President/Treasurer2019-2024 1 $0 reported 1
Kathleen Margolis Secretary/V.P.2019-2024 1 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ron Margolis President/Treasurer1 $0-$0 $01
Kathleen Margolis Secretary/V.P.1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RON MARGOLIS PRESIDENT/TREASURER1 $0-$0 $01
KATHLEEN MARGOLIS SECRETARY/V.P.1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RON MARGOLIS PRESIDENT/TREASURER1 $0-$0 $01
KATHLEEN MARGOLIS SECRETARY/V.P.1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RON MARGOLIS PRESIDENT/TREASURER1 $0-$0 $01
KATHLEEN MARGOLIS SECRETARY/V.P.1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RON MARGOLIS PRESIDENT/TREASURER1 $0-$0 $01
KATHLEEN MARGOLIS SECRETARY/V.P.1 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RON MARGOLIS PRESIDENT/TREASURER1 $0-$0 $01
KATHLEEN MARGOLIS SECRETARY/V.P.1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 10 grants to organizations · $345K
2023 · 12 grants to organizations · $127K
2022 · 8 grants to organizations · $201K
2021 · 15 grants to organizations · $326K
2020 · 21 grants to organizations · $255K
2019 · 4 grants to organizations · $160K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2020 · 1 contributor · $661K
#ContributorTypeCity, stateTotalNoncashSource
1 RON MARGOLIS Person SEATTLE, WA $661,020$661,020 Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$701,651$365,777 $5,275,129$5,275,129 $0- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$398,256$134,492 $4,939,255$4,939,255 -- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$414,211$207,250 $4,627,499$4,627,499 -- $0--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$819,928$330,970 $4,616,989$4,616,989 -- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$756,351$257,406 $3,966,370$3,966,370 $661,020- $0--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$183,114$165,060 $3,473,596$3,473,596 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DWB FAMILY FOUNDATIONCOT22 $684,357$415,248 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
DEER HILL FOUNDATIONCOT22 $667,934$440,530 Trustee$63,167 Same NTEE code T22, revenue within 2x, same state
D AUGUSTINE FOUNDATIONCOT22 $655,588$254,200 President$0 Same NTEE code T22, revenue within 2x, same state
Y&C CHARITABLE FOUNDATIONCOT22 $689,516$1,039,107 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
HARRY H BEREN FOUNDATION ZBCOT22 $647,886$414,742 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
STEWART UNIVERSAL RESERVE FOUNDATIONCOT22 $643,429$1,442,657 President$0 Same NTEE code T22, revenue within 2x, same state
DOLORES J & ROBERT A BOCHATEY FOUNDATIONCOT22 $638,333$79,652 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
FEINER FAM FOUNDATION COLORADO NONPROFIT CORPORATIONCOT22 $747,565$335,763 PRESIDENT &$0 Same NTEE code T22, revenue within 2x, same state
RICHARD AND MARY PAT MCCORMICK CHARITABLE TRUSTCOT22 $782,995$264,835 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
MARCO FOUNDATIONORT22 $727,252$782,152 Director/Pres$0 Same NTEE code T22, revenue within 2x, similar name
MRJ FOUNDATIONNJT22 $725,012$779,672 0$0 Same NTEE code T22, revenue within 2x, similar name
R4 FOUNDATIONTXT22 $680,590$1,353,029 PRESIDENT/CEO$180,770 Same NTEE code T22, revenue within 2x, similar name
MARCIL FAMILY FOUNDATIONCAT22 $661,559$650,754 President$0 Same NTEE code T22, revenue within 2x, similar name
ELLIS FOUNDATION INCGAT22 $646,670$3,802,206 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
BVM FOUNDATIONMAT22 $729,960$1,071,939 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
LCS FOUNDATIONMNT22 $735,915$202,482 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
EHH FOUNDATIONOHT22 $760,621$539,785 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
HAP FOUNDATIONDET22 $626,006$687,980 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
MARTELL FAMILY FOUNDATIONVAT22 $766,460$120,771 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
GAREATIS FOUNDATIONCAT22 $672,406$198,647 President$0 Same NTEE code T22, revenue within 2x, similar name
BLUM FOUNDATIONNYT22 $699,632$92,914 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
BAWD FOUNDATIONNYT22 $709,976$405,421 PRES/TREAS$0 Same NTEE code T22, revenue within 2x, similar name
BR & R FOUNDATIONLAT22 $716,804$410,463 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
JURY FOUNDATIONMIT22 $682,435$348,193 PRES & TREAS$0 Same NTEE code T22, revenue within 2x, similar name
HECK FOUNDATIONCAT22 $728,455$353,400 CEO/DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE UKROP FOUNDATION Private foundation$1,743,4763 12009–2015 HONEY FOUNDATION
SHENANDOAH FOUNDATION Private foundation$1,000,0004 12021–2024 KIRYLE FOUNDATION
COMMUNITY FDN OF GREATER DES MOINES DAF sponsor$856,00010 12017–2024 WIESE FOUNDATION
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC DAF sponsor$710,2007 12015–2019 DEER HILL FOUNDATION
ESB CHARITABLE FOUNDATION Private foundation$550,0004 12021–2024 KIRYLE FOUNDATION
SOUTHWEST INITIATIVE FOUNDATION DAF sponsor$254,4221 12011–2011 CARR FAM FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$182,7508 12017–2024 DEER HILL FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$88,3505 12019–2024 DEER HILL FOUNDATION
JANE N MOOTY FOUNDATION Private foundation$77,4072 12023–2024 NORDLYS FOUNDATION
JEWISH COMMUNITY FDN OF THE JEWISH FEDERATION COUNCIL OF GREATER LA DAF sponsor$43,0002 12017–2018 DEER HILL FOUNDATION
ABRAMS FAMILY FOUNDATION INC Private foundation$35,0002 12022–2025 HONEY FOUNDATION
THE HEARTHLAND FOUNDATION Private foundation$30,0003 12017–2019 DEER HILL FOUNDATION
HUMPHREYS FOUNDATION Private foundation$28,00014 12010–2025 DEER HILL FOUNDATION
CHARINA FOUNDATION INC Private foundation$15,0005 12020–2024 DEER HILL FOUNDATION
EARTHWARD BOUND FOUNDATION Private foundation$13,5004 12014–2021 DEER HILL FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $365,777 spent · pay $0 · grants $345,450 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $345,450 94.4%
Fees: other professional $10,835 3.0%
Taxes $6,653 1.8%
Other expenses $2,571 0.7%
Fees: legal $268 0.1%
Total$365,777100%

View the filing

2023 · Form 990PF · $134,492 spent · pay $0 · grants $127,210 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $127,210 94.6%
Fees: other professional $6,350 4.7%
Taxes $907 0.7%
Other expenses $25 0.0%
Total$134,492100%

View the filing

2022 · Form 990PF · $207,250 spent · pay $0 · grants $201,450 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $201,450 97.2%
Fees: other professional $5,775 2.8%
Other expenses $25 0.0%
Total$207,250100%

View the filing

2021 · Form 990PF · $330,970 spent · pay $0 · grants $325,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $325,500 98.3%
Fees: other professional $5,445 1.6%
Other expenses $25 0.0%
Total$330,970100%

View the filing

2020 · Form 990PF · $257,406 spent · pay $0 · grants $255,280 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $255,280 99.2%
Fees: other professional $1,800 0.7%
Other expenses $326 0.1%
Total$257,406100%

View the filing

2019 · Form 990PF · $165,060 spent · pay $0 · grants $159,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $159,800 96.8%
Fees: accounting $5,235 3.2%
Other expenses $25 0.0%
Total$165,060100%

View the filing