Betty E Margulis and Harry L Margulis Trust
ASHVILLE, OH EIN: 52-7325569
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$747K
-9.7% YoY
Annual Giving
$20K
-33.3% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$20K
+33.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $747,189 | $827,092 | $807,534 |
| Revenue | $28,321 | $13,858 | $17,646 |
| Expenses | $20,493 | $30,330 | $46,817 |
| Qualifying Distributions | $20,493 | $60,200 | $78,828 |
| Net Investment Income | $28,321 | $16,116 | $9,354 |
| Distributable Amount | $40,243 | $40,122 | $41,609 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Betty E Margulis and Harry L Margulis Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOE BLOW | GARDNER | 5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Ohio $145K (100%)
States
Cities
Ashville
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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