Civic Intelligence

Margoes Foundation

EIN 94-2955164 • Berkeley, CA

127 University AveBerkeley, CA 94710
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

58th percentile

9.9%

Higher net margin than 58% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

66th percentile

8.6%

Faster asset growth than 66% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.3%

Faster revenue growth than 34% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,541,128

Up $439,239 (+8.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,541,128

Up $439,239 (+8.6%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin58th percentile

Revenue

Up

$286,780

Up $759 (+0.3%) from 2023

Expenses

Down

$258,337

Down $22,213 (-7.9%) from 2023

Net Income

Up

$28,443

Up $22,972 (+420%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $4,812,542Liabilities 2012: $02012Assets 2013: $4,703,770Liabilities 2013: $02013Assets 2014: $5,044,256Liabilities 2014: $0Net Assets 2014: $5,044,2562014Assets 2015: $4,394,117Liabilities 2015: $0Net Assets 2015: $4,394,1172015Assets 2016: $4,468,583Liabilities 2016: $0Net Assets 2016: $4,468,5832016Assets 2017: $5,178,582Liabilities 2017: $0Net Assets 2017: $5,178,5822017Assets 2018: $4,274,424Liabilities 2018: $0Net Assets 2018: $4,274,4242018Assets 2019: $5,010,687Liabilities 2019: $0Net Assets 2019: $5,010,6872019Assets 2020: $5,352,012Liabilities 2020: $0Net Assets 2020: $5,352,0122020Assets 2021: $5,828,925Liabilities 2021: $0Net Assets 2021: $5,828,9252021Assets 2022: $4,564,866Liabilities 2022: $0Net Assets 2022: $4,564,8662022Assets 2023: $5,101,889Liabilities 2023: $0Net Assets 2023: $5,101,8892023Assets 2024: $5,541,128Liabilities 2024: $0Net Assets 2024: $5,541,1282024

Highlighted filing

2024

Assets$5,541,128
Liabilities$0
Net Assets$5,541,128
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: -$2,276Expenses 2012: $320,268Net Income 2012: -$322,5442012Revenue 2013: $115,668Expenses 2013: $301,090Net Income 2013: -$185,4222013Revenue 2014: $88,973Expenses 2014: $288,327Net Income 2014: -$199,3542014Revenue 2015: $119,978Expenses 2015: $231,635Net Income 2015: -$111,6572015Revenue 2016: $653,117Expenses 2016: $267,456Net Income 2016: $385,6612016Revenue 2017: $138,550Expenses 2017: $275,020Net Income 2017: -$136,4702017Revenue 2018: $125,911Expenses 2018: $279,037Net Income 2018: -$153,1262018Revenue 2019: $330,147Expenses 2019: $244,379Net Income 2019: $85,7682019Revenue 2020: $180,963Expenses 2020: $248,697Net Income 2020: -$67,7342020Revenue 2021: $422,906Expenses 2021: $349,751Net Income 2021: $73,1552021Revenue 2022: $81,044Expenses 2022: $322,374Net Income 2022: -$241,3302022Revenue 2023: $286,021Expenses 2023: $280,550Net Income 2023: $5,4712023Revenue 2024: $286,780Expenses 2024: $258,337Net Income 2024: $28,4432024

Highlighted filing

2024

Revenue$286,780
Expenses$258,337
Net Income$28,443
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,541,128
Liabilities
$0
Net assets
$5,541,128
Revenue
$286,780
Expenses
$258,337
Net income
$28,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.29$0.26$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.29$0.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.08$0.32$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.42$0.35$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.18$0.25$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.33$0.24$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.13$0.28$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.14$0.28$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.65$0.27$0.39
2015Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.12$0.23$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.09$0.29$0.20
2013Summary only. Only limited summary data is available for this year.$4.70$0.00$0.12$0.30$0.19
2012Summary only. Only limited summary data is available for this year.$4.81$0.00$0.00$0.32$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY WILLIAMSONDirector-$0--
MARK MOSKOWITZChair/Director-$0--
MARK TAMAYOSecretary/Director-$0--
SHERRY SARINTATreasurer/CFO-$0--
Filing and Contact Details

Filer

Filer Name
Margoes Foundation
EIN
94-2955164
Phone
4155616540
Address
127 UNIVERSITY AVE, BERKELEY, CA 94710

Signing Officer

Name
Mark Moskowitz
Title
Chair
Phone
4155616540
Signed
2025-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Calegari & Morris Accountants
Address
650 CALIFORNIA STREET 3RD FLOOR, SAN FRANCISCO, CA 94108
Preparer
Kathleen Burry
Phone
4159818766
Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CALEGARI & MORRIS
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03325
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0758195
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0758195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04251478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY FUNDS - SEE ATTACHMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04251478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt083782
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0286238
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0240
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0240
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0178637
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05101889
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0258756
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0262141
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03643
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOLLY WILLIAMSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK MOSKOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK TAMAYO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHERRY SARINTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 UNIVERSITY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 UNIVERSITY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 UNIVERSITY AVE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THIRD PLATEAU
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0127 UNIVERSITY AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BERKELEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094710
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155616540
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS SHOULD CONTACT THE FOUNDATION IF THEY HAVE QUESTIONS ABOUT THE CURRENT GRANTMAKING PRIORITIES AND APPLICATION PROCEDURES. HTTPS://WWW.MARGOESFOUNDATION.ORG/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0EUNICE VALENTINE PACIFIC FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04155616540
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0127 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BERKELEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094710
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION UTILIZES AN ONLINE GRANTS MANAGEMENT PORTAL WHERE APPLICANTS CAN SUBMIT REQUESTS, FILE REPORTS, AND REVIEW THEIR GRANT HISTORY, IN ORDER TO STREAMLINE THE APPLICATION PROCESS. APPLICANTS SHOULD VISIT THE FOUNDATION'S WEBSITE FOR APPLICATION INSTRUCTIONS. HTTPS://WWW.MARGOESFOUNDATION.ORG/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THE MARGOES FOUNDATION ACCEPTS AND REVIEWS GRANT PROPOSALS TWICE A YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0MAGNOLIA PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0MAGNOLIA GLOBAL ACADEMY FOR LEADERS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01410 NEOTOMAS AVENUE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd095405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt335000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE LAUNCH OF PARAPRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MAGNOLIA PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT YOUTH BEAT MEDIA CAREER TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT SPARTUP 2024 SUMMER INTENSIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EDWARD CHARLES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAGNOLIA GLOBAL ACADEMY FOR LEADERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OAKLAND PUBLIC EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0269 S BEVERLY DRIVE 338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11410 NEOTOMAS AVENUE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 71005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE WASHINGTON SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEVERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395192
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0100000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0215604
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0258756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt043152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt043152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03137
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0215604
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046289
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0973829
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED APPRECIATION - SECURITIES (PRIOR YEAR)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0885
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12424
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0885
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01770
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12424
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01384625
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION - SECURITIES (TOTAL)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt035152
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt148630
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PACIFIC FOUNDATION SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt148630
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt035152
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt13371
TaxesSchedule/TaxesDetail/CategoryTxt0CA FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13371
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MOSKOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04155616540
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGOES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0942955164
ReturnHeader/Filer/PhoneNum04155616540
ReturnHeader/Filer/USAddress/AddressLine1Txt0127 UNIVERSITY AVE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094710
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942186350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALEGARI & MORRIS ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 CALIFORNIA STREET 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BURRY
ReturnHeader/ReturnTs02025-09-12T11:12:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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