Marjorie Lindsey Charitable Trust Uad
The Marjorie R. Lindsey Charitable Foundation Trust is a private foundation based in Pennington, New Jersey. Established in 2012, it operates as a 501(c)(3) organization with a single employee. The foundation is governed by trustee Marjorie R. Lindsey and is advised by Grover Waldon.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$41.8M
-0.1% YoY
Annual Giving
$3.6M
+20.0% YoY
Grant Count
17
+0.0% YoY
Avg Grant Size
$209K
+20.0% YoY
Under IRS private-foundation payout rules, Marjorie Lindsey Charitable Trust Uad reported a distributable amount of $2.7M for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation makes grants across multiple focus areas with typical award sizes ranging from $15,840 to $720,000. Recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking priorities include organizations primarily located in California, Georgia, and Florida.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $41,792,617
- Total Revenues: $3,985,705
- Total Expenses: $3,932,339
- Total Giving: $3,553,344
- Number of Employees: 1
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $41,792,617 | $41,830,794 | $43,841,050 |
| Revenue | $3,985,705 | $1,390,380 | $3,021,373 |
| Expenses | $3,932,339 | $3,279,375 | $3,063,796 |
| Qualifying Distributions | $3,751,273 | $3,139,782 | $2,900,791 |
| Net Investment Income | $3,523,817 | $1,011,392 | $2,679,329 |
| Distributable Amount | $2,715,384 | $2,478,022 | $2,524,841 |
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
85 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Haggai International Institute for Advan ($720,000), First Presbyterian Church of Bakersfield ($432,000), Leading the Way With Dr Michael Youssef ($360,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF CALVIN CREST OAKHURST, CA | GENERAL OPERATING | $144,000 |
| PURE HOPE COALITION CINCINNATI, OH | GENERAL OPERATING | $144,000 |
| TURNING POINT FOR GOD LAKESIDE, CA | GENERAL OPERATING | $144,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP USA MADISON, WI | GENERAL OPERATING | $20,736 |
| INDEPENDENCE THROUGH GRACE FOUNDATION BAKERSFIELD, CA | GENERAL OPERATING | $144,000 |
| BAKERSFIELD COLLEGE FOUNDATION BAKERSFIELD, CA | GENERAL OPERATING | $264,960 |
| HAGGAI INTERNATIONAL INSTITUTE FOR ADVAN PEACHTREE CORNERS, GA | GENERAL OPERATING | $720,000 |
| LEADING THE WAY WITH DR MICHAEL YOUSSEF ATLANTA, GA | GENERAL OPERATING | $360,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY ATLANTA, GA | GENERAL OPERATING | $360,000 |
| WORLD SPORTS INC BONITA SPRINGS, FL | GENERAL OPERATING | $144,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Marjorie R. Lindsey — Trustee
- Grover Waldon — Advisor ($1,200 compensation, as of December 31, 2024)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHAWN KELLY | ADVISOR | 2 | $1,200 |
| STEPHEN BOYLE | ADVISOR | 2 | $1,200 |
| GROVER WALDON | ADVISOR | 2 | $1,200 |
| JEFF CHANDLER | ADVISOR | 2 | $1,200 |
| BANK OF AMERICA N A | TRUSTEE | 2 | $325,082 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Marjorie Lindsey Charitable Trust Uad?
The foundation makes grants across multiple focus areas with typical award sizes ranging from $15,840 to $720,000. Recent grants include: • **Haggai International** — $720,000 (General Operating, December 2024) • **First Presbyterian Church of Bakersfield** — $432,000 (General Operating, December 2024) • **Leading The Way with Dr Michael Youssef** — $360,000 (General Operating, December 2024) The foundation distributed $3,553,344 in total giving in 2024, with total expenses of $3,932,339 for th…
Where does Marjorie Lindsey Charitable Trust Uad make grants?
The foundation's grantmaking priorities include organizations primarily located in California, Georgia, and Florida.
What size grants does Marjorie Lindsey Charitable Trust Uad award?
In 2024, Marjorie Lindsey Charitable Trust Uad awarded 17 grants totaling $3.6M — an average of about $209K per grant, based on its IRS Form 990 filings.
How much is Marjorie Lindsey Charitable Trust Uad required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marjorie Lindsey Charitable Trust Uad reported a distributable amount of $2.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marjorie Lindsey Charitable Trust Uad's EIN?
Marjorie Lindsey Charitable Trust Uad's EIN (Employer Identification Number) is 26-6906657. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Marjorie Lindsey Charitable Trust Uad's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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