Margen R Penick Charitable Trust Uw
Margen R Penick Charitable Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 11 grants totaling $38K. Net investment income was $77K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$215K
+21.9% YoY
Annual Giving
$38K
+192.3% YoY
Grant Count
11
+83.3% YoY
Avg Grant Size
$3K
+59.4% YoY
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.
About Margen R Penick Charitable Trust Uw
Based on IRS filings
Margen R Penick Charitable Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 11 grants totaling $38K. Net investment income was $77K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $215,202 | $176,537 | $184,949 |
| Revenue | $80,517 | $8,104 | $22,924 |
| Expenses | $41,854 | $16,516 | $26,222 |
| Qualifying Distributions | $38,000 | $13,000 | $19,500 |
| Net Investment Income | $76,663 | $4,588 | $16,202 |
| Distributable Amount | $22,189 | $20,428 | $20,505 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Princeton Einstein Museum ($10,000), Trinity Church ($8,000), National Cathedral School ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MORVEN MUSEUM PRINCETON, NJ | GENERAL OPERATIONS | $2,500 |
| NATIONAL CATHEDRAL SCHOOL WASHINGTON, DC | GENERAL OPERATIONS | $7,000 |
| TRINITY CHURCH PRINCETON, NJ | GENERAL OPERATIONS | $8,000 |
| PRINCETON EINSTEIN MUSEUM PRINCETON, NJ | GENERAL OPERATIONS | $10,000 |
| 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 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | GENERAL OPERATIONS | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIA GARRY | TRUSTEE | — | — |
| BARKSDALE PENICK | TRUSTEE | — | — |
| ELIZABETH ROMANAUX | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Margen R Penick Charitable Trust Uw?
Margen R Penick Charitable Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WASHINGTON, DC. It holds $215K in total assets as of 2024.
How large is Margen R Penick Charitable Trust Uw?
As of 2024, Margen R Penick Charitable Trust Uw holds $215K in total assets with $81K in annual revenue. It awarded 11 grants totaling $38K in 2024.
Where does Margen R Penick Charitable Trust Uw operate?
Margen R Penick Charitable Trust Uw has awarded grants in California, District of Columbia, Massachusetts, Maryland, New Jersey, New York, Ohio, Virginia.
What size grants does Margen R Penick Charitable Trust Uw award?
In 2024, Margen R Penick Charitable Trust Uw awarded 11 grants totaling $38K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Margen R Penick Charitable Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Margen R Penick Charitable Trust Uw reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Margen R Penick Charitable Trust Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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