Sam S And Rose Margolin Char Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sam S And Rose Margolin Char Trust. Data shown is extracted from Form 990-PF filings.

EIN: 62-6289044

Foundation Overview

Based in Atlanta, GA, Sam S And Rose Margolin Char Trust has awarded 28 grants totaling $78,100 to organizations in Tennessee, New York and 1 other state across the US. Individual grants range from $1,200 to $5,800, with a median award of $1,450.

Latest Tax Year
2022
Total Giving (all years)
$78,100
Total Assets
$15,471
Median Grant (all grants)
$1,450

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$1,450
% Median Grant Decline
-33% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

6 of 12 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
New Jersey

64% of grants are awarded in New Jersey, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within New Jersey, funding concentrates in Lakewood Township (22%), East Windsor (22%), Lakewood (22%).

Funding Trajectory
-31%

Declining funding trend with 31% decrease over 2 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Education + Community Projects

Dual focus on education (67%) and community projects, indicating strategic concentration in complementary program areas.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Sam S And Rose Margolin Char Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Bais Yaakov High School Of Lakewood $4,400 Lakewood Township, NJ, US Educational 2022
Lakewood Cheder School $1,400 Lakewood, NJ, US Educational 2022
Bais Medrash Of Bergenfield $1,450 Bergenfield, NJ, US Religious 2022
Makor Disability Service $1,450 Brooklyn, NY, US Educational 2022
Congregation Ohab Zedek $1,450 New York, NY, US Religious 2022
American Friends Of Bircas Hatorah $5,800 East Windsor, NJ, US Educational 2022
Bais Yaakov High School Of Lakewood $4,400 Lakewood Township, NJ, US Educational 2022
Lakewood Cheder School $1,400 Lakewood, NJ, US Educational 2022
Bais Medrash Of Bergenfield $1,450 Bergenfield, NJ, US Religious 2022
Makor Disability Service $1,450 Brooklyn, NY, US Educational 2022
Congregation Ohab Zedek $1,450 New York, NY, US Religious 2022
American Friends Of Bircas Hatorah $5,800 East Windsor, NJ, US Educational 2022
Jewish Foundation Of Memphis $1,450 Germantown, TN, US Educational 2021
Congregation Ohab Zedek $1,450 New York, NY, US Educational 2021
Bais Yaakov Hs Of Lakewood $2,900 Lakewood Township, NJ, US Educational 2021
American Friends Of Yeshivas Bircas $5,800 East Windsor, NJ, US Educational 2021
Keser David Inc $5,800 Edison, NJ, US School, Education 2021
Lakewood Cheder School $2,900 Lakewood, NJ, US Religious Education 2021
Bais Medrash Of Bergenfield $1,450 Bergenfield, NJ, US Religious 2021
Ohel Bais Ezra $1,450 Brooklyn, NY, US Religious Education 2021
Jewish Foundation Of Memphis $1,437 Germantown, TN, US Educational 2020
Congregation Ohab Zedek $1,438 New York, NY, US Educational 2020
Bais Yaakov Hs Of Lakewood $4,550 Lakewood Township, NJ, US Educational 2020
American Friends Of Yeshivas Bircas $5,750 East Windsor, NJ, US Educational 2020
Keser David Inc $5,750 Edison, NJ, US School, Education 2020
Lakewood Cheder School $1,200 Lakewood, NJ, US Religious Education 2020
Bais Medrash Of Bergenfield $1,438 Bergenfield, NJ, US Religious 2020
Mesirta Ateres Yaakov $1,437 Lawrence, NY, US Educational 2020

Foundations Similar to Sam S And Rose Margolin Char Trust

Discover 5 foundations with comparable assets ($14,879-$15,778), similar grant patterns, and geographic focus in GA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 88-0976088 | 2 grants awarded
$15,430
(≈ Similar)
$1,649
median grant
Roswell, GA
Same state
100%
Excellent match

EIN: 47-6502378 | 10 grants awarded
$15,635
(≈ Similar)
$1,000
median grant
Pearson, GA
Same state
99%
Excellent match

EIN: 20-8189985 | 139 grants awarded
$15,714
(≈ Similar)
$1,200
median grant
Atlanta, GA
Same state
99%
Excellent match

EIN: 84-3856745 | 56 grants awarded
$15,778
(≈ Similar)
$1,000
median grant
Norcross, GA
Same state
99%
Excellent match

EIN: 58-2661861 | 10 grants awarded
$14,879
(≈ Similar)
$815
median grant
Atlanta, GA
Same state
98%
Excellent match

Contact Information

Official contact details for Sam S And Rose Margolin Char Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 62-6289044
Website N/A
Address 1338 JODY LANE NE Atlanta, GA 30329-0000

Key People (1)

Board members, trustees, and key staff who oversee Sam S And Rose Margolin Char Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Gerry Fink

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Sam S And Rose Margolin Char Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.