Margaret a Penn Charitable Trust

PITTSBURGH, PA EIN: 25-6296993

Margaret a Penn Charitable Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $111K in total assets. In 2025, it awarded 1 grants totaling $5K. Net investment income was $4K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$111K

-1.8% YoY

Annual Giving

$5K

-3.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-3.0% YoY

Under IRS private-foundation payout rules, Margaret a Penn Charitable Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.

About Margaret a Penn Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $26K (100%)

States

Pennsylvania

Cities

Oil City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$110,544	$112,585	$117,282
Revenue	$5,287	$2,866	$2,585
Expenses	$7,324	$7,472	$7,642
Qualifying Distributions	$5,661	$5,824	$6,602
Net Investment Income	$3,633	$1,303	$1,775
Distributable Amount	$6,523	$6,057	$5,614

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Trinity United Methodist Church ($5,256).

Recipient	Purpose	Amount
TRINITY UNITED METHODIST CHURCH OIL CITY, PA	GENERAL SUPPORT	$5,256

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
PNC BANK N A	TRUSTEE	1	$2,025

Frequently Asked Questions

How large is Margaret a Penn Charitable Trust?

As of 2025, Margaret a Penn Charitable Trust holds $111K in total assets with $5K in annual revenue. It awarded 1 grants totaling $5K in 2025.

Where does Margaret a Penn Charitable Trust operate?

Margaret a Penn Charitable Trust has awarded grants in Pennsylvania.

What size grants does Margaret a Penn Charitable Trust award?

In 2025, Margaret a Penn Charitable Trust awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Margaret a Penn Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Margaret a Penn Charitable Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margaret a Penn Charitable Trust's EIN?

Margaret a Penn Charitable Trust's EIN (Employer Identification Number) is 25-6296993. IRS Form 990 filing data is available on this page for 2021–2025.