Skip to content
Plinth

· Private foundation

Margen R Penick Charitable Trust Uw

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$38k
Granted FY2024still arriving
11
Grants FY2024still arriving
6
States reached
$10k
Largest
01What you fund
0194% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Education$66kArts & Culture$48kReligion$27kEnvironment$15kHealth$6kCivil Rights$4kHuman Services$2kScience & Tech$2kOther$0
02FY2024 · 11 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k10 grants · $28k
  • $10k–50k1 grant · $10k
$2,000
Median grant
6
States reached
$215k
Total assets
Largest grants
RecipientAmount
PRINCETON EINSTEIN MUSEUM$10,000
TRINITY CHURCH$8,000
NATIONAL CATHEDRAL SCHOOL$7,000
C-CHANGE CONVERSATIONS$2,500
MORVEN MUSEUM$2,500
RED HILL PATRICK HENY NATL MEMORIAL$2,000
WATERSHED INSTITUTE$2,000
WELLESLEY COLLEGE$1,000
PLANNED PARENTHOOD$1,000
DOCTORS WITHOUT BORDERS$1,000
GREAT LAKES BASIN CONSERVANCY$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY22–23, $2k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%TRINITY COUNSELING SERVICE: $1k → 11%TRINITY COUNSELING SERVICE: $500 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
MA
OH
NJ
CA
VA
MD
DC

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

84%of every dollar goes to organizations you’ve funded before.
$150k · 12 repeat orgs$29k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +32% since the first grant, against +11% for the ones you funded once.

12 repeat relationships — 8 still active in FY2024, 4 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
11

Total granted

$150k
$25k

Median revenue growth · since first grant

+32%
+11%

Still filing today

50%
27%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationArts & CultureAnimalsEnvironmentInternationalHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • WC
    Wellesley College
    4× · 2017–2024 · $7k · revenue +63%
  • PRINCETON DAY SCHOOL INC
    3× · 2017–2023 · $3k · revenue +32%
  • CA
    CENTER AT 353 INC
    2× · 2022–2023 · $2k · revenue +12%

Funded once

  • IG
    Individual grant recipient
    one grant, 2019 · $5k
  • RH
    ROCKY HILL FIRST AID
    one grant, 2017 · $3k
  • PP
    PRINCETON PUBLIC LIBRARY
    one grant, 2020 · $3k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
2
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
3
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
4
Worcester Polytechnic Institute

Wpi transforms lives, turns knowledge into action to confront global challenges, and revolutionizes stem through distinctive and inclusive education, projects and research. (http://www.wpi.edu/about/mission.html)

5
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
6
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
7
Princeton International School of Mathematics and Science Inc

The purpose of the school is to promote, advance and sponsor charitable and educational activities.

Education
8
Harvard Conservation Trust

To preserve the unique character and natural resources of harvard.

Environment
9
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
10
California Academy of Sciences

The academy is a renowned scientific and educational institution with a mission to regenerate the natural world through science, learning, and collaboration. based in san francisco's golden gate park, it is home to a world-class aquarium,…

Arts & Culture
11
Fairleigh Dickinson University

Fairleigh dickinson university is a center of academic excellence dedicated to the preparation of world citizens through global education. the university strives to provide students with the multi-disciplinary, intercultural, and ethical…

Education
12
Science History Institute

To expand knowledge and challenge perspectives in the history of science, reveal how the scientific past is embedded in our daily lives, and catalyze the reimagining of our scientific and technological future

Science & Tech

For reference, the grantee most central to the portfolio’s shape is Princeton Day School Inc and the most unlike its peers is Princeton Einstein Museum Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

11 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 11 of the 26 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
11/11
Grantees still filing
7/11
Grew since you first funded

Where your money sits — by cause, then by grantee

PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF THE D OF C — $50,000 · OtherPROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF THE D OF CTRINITY CHURCH — $26,500 · OtherTRINITY CHURCHMORVEN MUSEUM — $19,500 · OtherMORVEN MUSEUMRED HILL PATRICK HENY NATL MEMORIAL — $7,500 · OtherRED HILL PATRICK HENY NATL MEMORIALIndividual grant recipient — $5,000 · Other+11 more — $23,000 · Other+11 morePRINCETON EINSTEIN MUSEUM INC — $18,000 · Arts & CulturePRINCETON EI…LIBERTY SCIENCE CENTER — $1,500 · Arts & CultureLIBERTY SCIE…Wellesley College — $6,500 · EducationPRINCETON DAY SCHOOL INC — $2,500 · EducationC-CHANGE CONVERSATIONS — $2,500 · EducationTRUSTEES OF PHILLIPS ACADEMY — $2,000 · EducationTHE WATERSHED INSTITUTE INC — $7,500 · EnvironmentGREAT LAKES BASIN CONSERVANCY INC — $4,000 · AnimalsCENTER AT 353 INC — $1,500 · Human ServicesMEDECINS SANS FRONTIERES USA INC — $1,000 · International
Other$131,500Arts & Culture$19,500Education$13,500Environment$7,500Animals$4,000Human Services$1,500International$1,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetPRINCETON EINSTEIN MUSEUM INC — $18,000 over 3y, 28% of budgetTHE WATERSHED INSTITUTE INC — $7,500 over 4y, 0.0% of budgetWellesley College — $6,500 over 4y, 0.0% of budgetGREAT LAKES BASIN CONSERVANCY INC — $4,000 over 3y, 0.8% of budgetPRINCETON DAY SCHOOL INC — $2,500 over 3y, 0.0% of budgetC-CHANGE CONVERSATIONS — $2,500 over 1y, 1.1% of budgetTRUSTEES OF PHILLIPS ACADEMY — $2,000 over 1y, 0.0% of budgetLIBERTY SCIENCE CENTER — $1,500 over 1y, 0.0% of budgetCENTER AT 353 INC — $1,500 over 2y, 0.1% of budgetMEDECINS SANS FRONTIERES USA INC — $1,000 over 1y, 0.0% of budgetNATIONAL PARK FOUNDATION — $1,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds PRINCETON EINSTEIN MUSEUM INC
  • Who funds THE WATERSHED INSTITUTE INC
  • Who funds Wellesley College
  • Who funds GREAT LAKES BASIN CONSERVANCY INC
  • Who funds PRINCETON DAY SCHOOL INC
  • Who funds C-CHANGE CONVERSATIONS
  • Who funds TRUSTEES OF PHILLIPS ACADEMY
  • Who funds LIBERTY SCIENCE CENTER
  • Who funds CENTER AT 353 INC
  • Who funds MEDECINS SANS FRONTIERES USA INC
  • Who funds NATIONAL PARK FOUNDATION

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Frank J Ryan and Jane E Ryan Family FoundationPA13.6× affinity4 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Frank J Ryan and Jane E Ryan Family Foundation · Bristol-Myers Squibb Foundation Inc · Princeton Area Community Foundation Inc · Jpmorgan Chase Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Margen R Penick Charitable Trust Uw funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 50%2%8%17%30%your share of their income ↑0%5%10%15%20%share of the org’s income from governmentmedian 3%
  • Liberty Science Center14% of income from government
  • The Watershed Institute Inc3% of income from government
  • Wellesley College1% of income from government
no gov moneyreceives it· size = income
5get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 26 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph