Private Foundation · OH · Private Independent Foundations
Betty E Margulis & Harry L Margulis Tr
Ashville, OH · EIN 527325569 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$747K
Total Giving
$125K
Grants on File
8
Average Grant
$16K
Giving Radius
Where Betty E Margulis & Harry L Margulis Tr Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Ashville, OH | $20K | 2020 |
| Ashville, OH | $20K | 2020 |
| Ashville, OH | $20K | 2021 |
| Ashville, OH | — | 2021 |
| Ashville, OH | $15K | 2022 |
| Ashville, OH | $20K | 2022 |
| Ashville, OH | $10K | 2023 |
| Ashville, OH | $20K | 2023 |
8 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $827K | $40K | $14K | $30K |
| 2022 | $808K | $42K | $18K | $47K |
| 2021 | $868K | $43K | $12K | $36K |
| 2020 | $867K | $43K | $25K | $55K |
| 2019 | $886K | $44K | $28K | $48K |
| 2015 | $890K | $46K | $13K | $73K |
| 2014 | $967K | $29K | $18K | $45K |
| 2013 | $760K | $39K | $14K | $45K |
| 2012 | $895K | $46K | $22K | $43K |
| 2011 | $975K | $48K | $27K | $47K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.