Funder DirectoryMARGEN R PENICK CHARITABLE TRUST UW
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Private foundation (trust)EIN 226796523Est. 2001-01

MARGEN R PENICK CHARITABLE TRUST UW

WASHINGTON, DC 20007

Total Assets

$446K

FY 2023

Annual Giving

$13K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$1K–$6K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$8K

Total Expenses

$17K

Qualifying Distributions

$13K

Distributable Amount

$20K

Min. Investment Return

$20K

Undistributed Income

$10K

Payout rate 64%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.64%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $1K through median $2K to maximum $6K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $30K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

25 grants

NATIONAL CATHEDRAL SCHOOL
$19K
3 grants
MORVEN MUSEUM
$9K
3 grants
TRINITY CHURCH
$7K
2 grants
PRINCETON EINSTEIN MUSEUM
$4K
1 grant
WATERSHED INSTITUTE
$4K
2 grants
RED HILL PATRICK HENY NATL MEMORIAL
$4K
2 grants
WELLESLEY COLLEGE STUDENT AID SOCIE
$3K
1 grant
PRINCETON PUBLIC LIBRARY
$3K
1 grant

Grant Size Distribution

25 grants

<$10K
25
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

New Jersey
$29K
46% of total
District of Columbia
$20K
32% of total
Massachusetts
$6K
9% of total
Virginia
$4K
6% of total
Ohio
$2K
3% of total
Maryland
$2K
3% of total
California
$1K
2% of total

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MARGEN R PENICK CHARITABLE TRUST UW — Grants, Financials & Contact | Grantivo