Nonprofit · EIN 43-6771713
SAWYER AND JEAN MARGLOUS FOUNDATION
Tax-exempt · LAKE OSWEGO, OR 97035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $87,350 | $102,292 | -$14,942 | $1,026,956 | $0 | $1,026,956 |
| December 31, 2024 | 990-PF | $94,088 | $125,983 | -$31,895 | $1,041,898 | $0 | $1,041,898 |
| December 31, 2023 | 990-PF | $36,666 | $109,879 | -$73,213 | $1,148,381 | $0 | $1,148,381 |
| December 31, 2022 | 990-PF (amended) | $78,650 | $100,405 | -$21,755 | $1,221,594 | $0 | $1,221,594 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,369
- Interest
- $377
- Net gain from sales of assets
- $37,126
- Other income
- $4,478
Expenses
- Grants and similar amounts paid
- $85,167
- Disbursements for charitable purposes
- $85,167
- Excise tax on investment income
- $1,152
Balance sheet and other
- Total assets, start of year
- $1,041,898
- Total assets, end of year
- $1,026,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,026,956
- Fair market value of assets
- $2,337,997
- Qualifying distributions
- $85,167
- Net investment income
- $82,872
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jean Marglous 4055 Mercantile Dr Unit 561, Lake Oswego, OR 97035 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jean Marglous 4055 Mercantile Dr Unit 561, Lake Oswego, OR 97035 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN MARGLOUS 4055 MERCANTILE DR STE 561, LAKE OSWEGO, OR 97035 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jean Marglous 4055 Mercantile Dr Unit 561, Lake Oswego, OR 97035 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4055 MERCANTILE DR APT 561, LAKE OSWEGO, OR 97035-2636
- In care of
- % SAWYER MARGLOUS
- Signed the 990-PF
- Jean Marglous, Trustee
- Phone
- (314) 749-2446
- Return prepared by
- TROY REICHLEIN CPA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6771713
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $1,026,956
- Income (IRS master file)
- $269,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $87,350 | $102,292 | $1,026,956 | IRS |
| 990-PF | December 2024 | $94,088 | $125,983 | $1,041,898 | XML |
| 990-PF | December 2023 | $36,666 | $109,879 | $1,148,381 | XML |
| 990-PF | December 2022 | $78,650 | $100,405 | $1,221,594 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6771713).
Questions about SAWYER AND JEAN MARGLOUS FOUNDATION
- What is the EIN of SAWYER AND JEAN MARGLOUS FOUNDATION?
- The employer identification number (EIN) of SAWYER AND JEAN MARGLOUS FOUNDATION is 43-6771713.
- Is SAWYER AND JEAN MARGLOUS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SAWYER AND JEAN MARGLOUS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAWYER AND JEAN MARGLOUS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAWYER AND JEAN MARGLOUS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAWYER AND JEAN MARGLOUS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SAWYER AND JEAN MARGLOUS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SAWYER AND JEAN MARGLOUS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,350, expenses of $102,292 and total assets of $1,026,956 at year end.
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