Margaret a Penn Charitable Trust
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 grant totaling $5K. Net investment income was $4K.
Margaret a Penn Charitable Trust at a glance
In short: Margaret a Penn Charitable Trust gave $5K across 1 grant in 2025 (avg $5K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,256
- -3.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $5,256
- -3.0% vs 2024
- Median grant
- $5,256
- Total assets
- $110,544
- -1.8% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Margaret a Penn Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Trinity United Methodist Church ($5K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Margaret a Penn Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $5K (2021) to $6K (2023). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity United Methodist Church Oil City, PA | General Support | $5,256 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $110,544 | $5,287 | $7,324 | $5,256 | 1 | $5,661 | $3,633 | $6,523 |
| 2024 | $112,585 | $2,866 | $7,472 | $5,416 | 1 | $5,824 | $1,303 | $6,057 |
| 2023 | $117,282 | $2,585 | $7,642 | $5,605 | 1 | $6,602 | $1,775 | $5,614 |
| 2022 | $122,301 | $4,520 | $7,647 | $5,334 | 1 | $6,288 | $3,539 | $6,388 |
| 2021 | $125,352 | $17,454 | $6,969 | $4,879 | 1 | — | $16,073 | $6,375 |
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.
Leadership & Key People
Officers and directors from IRS filings
Margaret a Penn Charitable Trust's only listed officer is PNC Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2023
1 hr/week
$2K (2023) → $2K (2025)
Former officers (1)
- Former: PNC Bank NA (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to PNC Bank N a (Trustee).
Frequently asked questions about Margaret a Penn Charitable Trust
How much does Margaret a Penn Charitable Trust give each year?
Margaret a Penn Charitable Trust gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
How large is Margaret a Penn Charitable Trust?
Margaret a Penn Charitable Trust reported $111K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Margaret a Penn Charitable Trust operate?
Margaret a Penn Charitable Trust has awarded grants in Pennsylvania.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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