Margen R Penick Charitable Trust Uw
Margen R Penick Charitable Trust Uw is a private foundation based in Washington, DC. It made 11 grants totaling $38,000 in filing year 2024, with grants to organizations including a museum, a church, a school, and charitable and environmental organizations.
Margen R Penick Charitable Trust Uw at a glance
In short: Margen R Penick Charitable Trust Uw gave $38K across 11 grants in 2024 (avg $3K), mostly in New Jersey. 27% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $38,000
- +192.3% vs 2023
- Grants made (2024)
- 11
- +83.3% vs 2023
- Average grant
- $3,455
- +59.4% vs 2023
- Median grant
- $2,000
- Total assets
- $215,202
- +21.9% vs 2023
- New grantees (estimate)
- 27% first-time grantees (3 of 11, 2024; small sample)
- Primary geography
- New Jersey (68% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Margen R Penick Charitable Trust Uw
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1519 35Th Street Nw, Washington, DC 20007
Phone: (703) 801-2277
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Margen R Penick Charitable Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Princeton Einstein Museum ($10K). Together the top 10 received $37K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grant-dollar distribution by recipient state was NJ 68%, DC 18%, VA 5%, MA 3%, and OH 3%.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is Margen R Penick Charitable Trust Uw open to new grantees?
27%
first-time grantees, 2024
In 2024, 3 of 11 grantees (27%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $2K; repeat grants $4K. How we count
Medians: $1K first-time, $2K repeat.
- 27% of 2024 grantees were also funded in 2023. Method
- Giving grew 58% from 2021 to 2024. Method
- In 2024 it paid out 171% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $13K (2023) to $38K (2024). In 2024 it made 11 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Princeton Einstein Museum Princeton, NJ | General Operations | $10,000 |
| Trinity Church Princeton, NJ | General Operations | $8,000 |
| National Cathedral School Washington, DC | General Operations | $7,000 |
| Morven Museum Princeton, NJ | General Operations | $2,500 |
| C-Change Conversations Princeton, NJ | General Operations | $2,500 |
| Red Hill Patrick Heny Natl Memorial Brookneal, VA | General Operations | $2,000 |
| Watershed Institute Pennington, NJ | General Operations | $2,000 |
| Wellesley College Wellesley, MA | General Operations | $1,000 |
| Great Lakes Basin Conservancy Chagrin Falls, OH | General Operations | $1,000 |
| Planned Parenthood Newark, NJ | General Operations | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $215,202 | $80,517 | $41,854 | $38,000 | 11 | $38,000 | $76,663 | $22,189 |
| 2023 | $176,537 | $8,104 | $16,516 | $13,000 | 6 | $13,000 | $4,588 | $20,428 |
| 2022 | $184,949 | $22,924 | $26,222 | $19,500 | 8 | $19,500 | $16,202 | $20,505 |
| 2021 | $188,247 | $23,427 | $27,746 | $24,000 | 9 | $24,000 | $19,681 | $23,184 |
| 2020 | $192,566 | $9,437 | $33,085 | $30,000 | 11 | — | $6,352 | $18,974 |
Under IRS private-foundation payout rules, Margen R Penick Charitable Trust Uw reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for organizations with varied missions. C-Change Conversations describes its mission as using non-partisan education and outreach to improve understanding of climate change and encourage discussion and engagement. Wellesley College describes its mission as providing an excellent liberal arts education for women who will make a difference in the world. Great Lakes Basin Conservancy describes its mission as preserving and protecting the Great Lakes Basin’s land, natural environment, open space, and islands for the public.
Grantmaking
In filing year 2024, the foundation gave 11 grants totaling $38,000. Grants ranged from $1,000 to $10,000, with a median grant of $2,000. The largest grants were $10,000 to Princeton Einstein Museum, $8,000 to Trinity Church, and $7,000 to National Cathedral School. Other grants included $2,500 each to Morven Museum and C-Change Conversations; $2,000 each to Red Hill Patrick Henry National Memorial and Watershed Institute; and $1,000 each to Wellesley College, Great Lakes Basin Conservancy, Planned Parenthood, and Doctors Without Borders. The listed grants were for general operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Julia Garry, Barksdale Penick, and Elizabeth Romanaux as trustees.
Margen R Penick Charitable Trust Uw's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Barksdale Penick
Trustee
On filings since 2020
No compensation reported
Elizabeth Romanaux
Trustee
On filings since 2020
No compensation reported
Julia Garry
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Margen R Penick Charitable Trust Uw
How much does Margen R Penick Charitable Trust Uw give each year?
Margen R Penick Charitable Trust Uw gave $38K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $13K across 6 grants.
What is Margen R Penick Charitable Trust Uw's typical grant size?
Margen R Penick Charitable Trust Uw's median grant in 2024 was $2,000, and its average grant was $3,455, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Margen R Penick Charitable Trust Uw that year got $2K on average.
Where does Margen R Penick Charitable Trust Uw give grants?
Margen R Penick Charitable Trust Uw gives mostly in New Jersey: 68% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (18%) and Virginia (5%). The most frequent recipient cities were Princeton, NJ (4 grants).
Does Margen R Penick Charitable Trust Uw give general operating support?
Yes: 100% of Margen R Penick Charitable Trust Uw's 2024 grants with a stated purpose (11 of 11) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Margen R Penick Charitable Trust Uw's largest grantees?
Margen R Penick Charitable Trust Uw's largest 2024 grantees include Princeton Einstein Museum ($10,000), Trinity Church ($8,000) and National Cathedral School ($7,000), according to its 2024 IRS Form 990-PF. Together they received 66% of its itemized 2024 grant dollars.
How large is Margen R Penick Charitable Trust Uw?
Margen R Penick Charitable Trust Uw reported $215K in total assets on its 2024 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What does Margen R Penick Charitable Trust Uw fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations with varied missions. C-Change Conversations describes its mission as using non-partisan education and outreach to improve understanding of climate change and encourage discussion and engagement. See mission & focus areas ↑
How do I apply for a grant from Margen R Penick Charitable Trust Uw?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Margen R Penick Charitable Trust Uw's EIN?
Margen R Penick Charitable Trust Uw's EIN (Employer Identification Number) is 22-6796523. IRS Form 990 filing data is available on this page for 2020–2024.
Does Margen R Penick Charitable Trust Uw accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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