How much did MARGEN R PENICK CHARITABLE TRUST UW grant in FY2024?

A cause breakdown isn’t shown here: 75% of MARGEN R PENICK CHARITABLE TRUST UW’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

—

2019

—

2020

—

2021

museum

2022

museum

2023

—

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 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

States reached

$483k

Total assets

Largest grants

PRINCETON EINSTEIN MUSEUM$10,000
TRINITY CHURCH$8,000
NATIONAL CATHEDRAL SCHOOL$7,000
MORVEN MUSEUM$2,500
C-CHANGE CONVERSATIONS$2,500
WATERSHED INSTITUTE$2,000
RED HILL PATRICK HENY NATL MEMORIAL$2,000
DOCTORS WITHOUT BORDERS$1,000
WELLESLEY COLLEGE$1,000
PLANNED PARENTHOOD$1,000
GREAT LAKES BASIN CONSERVANCY$1,000

02The need

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% — the area typically sits at 11%. 0% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-need ZIPs.

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 line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

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, United Way ALICE — 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

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

Total granted

$150k

$25k

Median revenue growth · since first grant

+48%

+238%

Still filing today

50%

18%

New vs renewed · share of each year

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

RenewedFirst-time

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

EducationArts & CultureAnimalsEnvironmentHuman 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

WATERSHED INSTITUTE
4× · 2020–2024 · $8k · revenue +86%
WC
WELLESLEY COLLEGE
4× · 2017–2024 · $7k · revenue +43%
PRINCETON DAY SCHOOL
3× · 2017–2023 · $3k · revenue +2%

Funded once

BM
BRYN MAWR
one grant, 2019 · $5k
RH
ROCKY HILL FIRST AID
one grant, 2017 · $3k
WC
WELLESLEY COLLEGE STUDENT AID SOCIE
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.

The Trustees of Princeton University

Princeton university is a private not-for-profit, nonsectarian institution of higher learning and a world-renowned research institution.

Education

New York Academy of Sciences

To advance scientific knowledge and to increase the number of scientifically informed individuals.

—

Westminster College

Promote education, the development of skills, knowledge, and personal qualities.

Education

Institute for Advanced Study - Louis

Leading center for theoretical research and discovery. see schedule o.

Science & Tech

Westminster Foundation At Princeton Nj

—

Westminster College

Four-year, undergraduate liberal arts college.

Education

Health and Environmental Sciences

The health and environmental sciences institute (hesi) is a nonprofit institution whose mission is to engage scientists from academia, government, industry, nonprofit, and other research institutions to identify and resolve global health…

Science & Tech

University of the Sciences in

University of the sciences prepares students to become leaders in the sciences. see sch. ouniversity of the sciences prepares students to become leaders, innovators, and skilled practitioners in the sciences, the health professions, and…

—

Washington College

Washington college challenges and inspires emerging citizen leaders to discover lives of purpose and passion.

Education

International Life Sciences Institute

Ilsi is a global, nonprofit federation dedicated to generating and advancing emerging science and groundbreaking research to ensure foods are safe, nutritious and sustainable, and that they improve planetary and human health and well-being…

Science & Tech

Hillsdale College

Hillsdale college is a private liberal arts college with approximately 1,500 students. founded in 1844, the college remains, in the words of its articles of association, "grateful to god for the inestimable blessings resulting from the…

Education

Wesleyan University

Organization's mission i. wesleyan university is dedicated to providing an education in the liberal arts that is characterized by boldness, rigor, and practical idealism. at wesleyan, distinguished scholar-teachers work closely with…

Education

For reference, the grantee most central to the portfolio’s shape is Liberty Science Center and the most unlike its peers is Wellesley College. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

9 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

9/9

Grantees still filing

8/9

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$134,500Arts & Culture$19,500Education$11,500Environment$7,500Animals$4,000Human Services$1,500

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

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.

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.

Bristol-Myers Squibb Foundation IncNJ13.6× affinity4 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Bristol-Myers Squibb Foundation Inc · Jpmorgan Chase Foundation · 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 organisation 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

’20’21’22’23’24

no gov moneyreceives it· size = income

3get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–20%

typical government reliance, FY20–24

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. 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.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: PRINCETON EINSTEIN MUSEUM.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

medium risk

2 years of Form 990 filings, still active; revenue up 2.0× since.

Legal standing

low risk

US 501(c)(3); EIN 863746441 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on PRINCETON EINSTEIN MUSEUM, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
On trackSustained operations— Filing through 2025; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 28% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Margen R Penick Charitable Trust Uw?

Find your warmest path to Margen R Penick Charitable Trust Uw through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

MARGEN R PENICK CHARITABLE TRUST UW

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

9 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Margen R Penick Charitable Trust Uw?

More from the funding graph

MARGEN R PENICK CHARITABLE TRUST UW

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

9 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Margen R Penick Charitable Trust Uw?

More from the funding graph