AUMdb

Joseph And Bernice Margolin Fdn

EIN 760463240 · 501(c)(3) · Private foundation · Houston, TX · recognized 1995

Assets
$388K
Revenue
$20.3K
Expenses
$41.9K
Investment income
$13.4K

Form 990 fiscal year ended 11/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Allan Margolin Tte as needed $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
11/30/2024 $388K $20.3K $41.9K 990 990PF · obj 202512889349101416 IRS ↗
11/30/2023 $342K $-3.3K $58.3K 990 990PF · obj 202540349349100634 IRS ↗