Marjorie Lindsey Charitable Trust UAD
Marjorie Lindsey Charitable Trust UAD is a private foundation based in Pennington, New Jersey. It reported 17 grants totaling $7,141,673 in 2025, supporting charitable organizations in several states.
Marjorie Lindsey Charitable Trust UAD at a glance
In short: Marjorie Lindsey Charitable Trust UAD gave $7.1M across 17 grants in 2025 (avg $420K), mostly in California. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,141,673
- +101.0% vs 2024
- Grants made (2025)
- 17
- +0.0% vs 2024
- Average grant
- $420,098
- +101.0% vs 2024
- Median grant
- $332,470
- Total assets
- $41,227,710
- -1.4% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 17, 2025; small sample)
- Primary geography
- California (57% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Marjorie Lindsey Charitable Trust UAD
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 1532, Pennington, NJ 08534-0691
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Marjorie Lindsey Charitable Trust UAD funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was First Presbyterian Church of Bakersfield ($997K). Together the top 10 received $5.6M.
Grant Size Distribution
85 grants across all recorded years
The most common grant size was in the $100–250K range: 40 grants of 85 (47%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in California (57%), Georgia (32%), Florida (6%), Ohio (5%), and Wisconsin (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is Marjorie Lindsey Charitable Trust UAD open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 17 grantees (0%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving grew 162% from 2022 to 2025. Method
- In 2025 it paid out 267% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.5M (2020) to $7.1M (2025). In 2025 it made 17 grants totaling $7.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church of Bakersfield Bakersfield, CA | General Operating | $997,410 |
| Leading the Way with Dr Michael Youssef Atlanta, GA | General Operating | $831,175 |
| Georgia Institute of Technology Atlanta, GA | General Operating | $831,175 |
| Bakersfield College Foundation Bakersfield, CA | General Operating | $611,740 |
| Haggai International Institute for Advan Peachtree Corners, GA | General Operating | $600,000 |
| Bakersfield Symphony Orchestra Inc Bakersfield, CA | General Operating | $362,470 |
| Friends of Calvin Crest Oakhurst, CA | General Operating | $332,470 |
| Pure Hope Coalition Cincinnati, OH | General Operating | $332,470 |
| Turning Point for God Lakeside, CA | General Operating | $332,470 |
| Independence Through Grace Foundation Bakersfield, CA | General Operating | $332,470 |
Ready to take the next step with Marjorie Lindsey Charitable Trust UAD?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $41,227,710 | $7,159,129 | $7,566,756 | $7,141,673 | 17 | $7,274,071 | $6,650,448 | $2,725,463 |
| 2024 | $41,792,617 | $3,985,705 | $3,932,339 | $3,553,344 | 17 | $3,751,273 | $3,523,817 | $2,715,384 |
| 2023 | $41,830,794 | $1,390,380 | $3,279,375 | $2,961,120 | 17 | $3,139,782 | $1,011,392 | $2,478,022 |
| 2022 | $43,841,050 | $3,021,373 | $3,063,796 | $2,725,359 | 17 | $2,900,791 | $2,679,329 | $2,524,841 |
| 2021 | $43,956,243 | $4,012,572 | $2,888,057 | $2,479,600 | 17 | $2,684,225 | $3,655,165 | $2,672,614 |
| 2020 | $42,826,020 | $2,136,252 | $2,809,326 | $2,479,600 | 17 | — | $1,739,452 | $2,351,794 |
Under IRS private-foundation payout rules, Marjorie Lindsey Charitable Trust UAD reported a distributable amount of $2.7M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose stated missions span education, music, Christian ministry, disability services, and sports ministry.
The Bakersfield College Foundation says it manages funds for more than 400 organizations, individuals, and endowments, including for scholarships and other purposes. The Bakersfield Symphony Orchestra says its mission is to unify and celebrate its community through shared musical experiences and provide students across Kern County opportunities for musical, artistic, and educational experiences. Turning Point for God says it broadcasts the Gospel of Jesus Christ through television, radio, the internet, and recorded and written formats.
Friends of Calvin Crest Foundation says it raises support for people of all ages to participate in Calvin Crest Conferences’ programs, preserve and improve its facilities, and continue the conference’s mission. Independence Through GRACE says it provides programs and services for adults with intellectual and developmental disabilities, centered on each participant’s value and independence. California State University Bakersfield’s Student-Centered Enterprises says it supports the university through services including the student union, recreation center, and housing. Youth for Christ USA says it promotes the message of Jesus Christ to teens, while World Sports says it encourages and stimulates national sports ministries in all countries.
Grantmaking
In 2025, the foundation reported 17 grants totaling $7,141,673. Awards ranged from $47,875 to $997,410, with a median of $332,470. The largest listed grants were $997,410 to First Presbyterian Church of Bakersfield, $831,175 each to Leading the Way with Dr Michael Youssef and Georgia Institute of Technology, $611,740 to Bakersfield College Foundation, and $600,000 to Haggai International Institute for Advan. Each was listed for general operating support.
Other listed 2025 grants included $362,470 to Bakersfield Symphony Orchestra and $332,470 each to Friends of Calvin Crest, Pure Hope Coalition, Turning Point for God, Independence Through Grace Foundation, World Sports, and Youth for Christ USA. California State University Bakersfield also received $332,470 in 2025.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Shawn Kelly, Stephen Boyle, Grover Waldon, and Marcos Ortega as advisors, and Bank of America N A as trustee.
Marjorie Lindsey Charitable Trust UAD's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2020
2 hrs/week
$295K (2020) → $326K (2025)
Grover Waldon
Advisor
On filings since 2022
2 hrs/week
$1K (2022) → $1K (2025)
Shawn Kelly
Advisor
On filings since 2022
2 hrs/week
$1K (2022) → $1K (2025)
Stephen Boyle
Advisor
On filings since 2022
2 hrs/week
$1K (2022) → $1K (2025)
Marcos Ortega
Advisor
New on the 2025 filing
2 hrs/week
$1K (2025)
Former officers (1)
- Former: Jeff Chandler (2022–2024) — Advisor
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $326K, to Bank of America N a (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Marjorie Lindsey Charitable Trust UAD
How much does Marjorie Lindsey Charitable Trust UAD give each year?
Marjorie Lindsey Charitable Trust UAD gave $7.1M across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.6M across 17 grants.
What is Marjorie Lindsey Charitable Trust UAD's typical grant size?
Marjorie Lindsey Charitable Trust UAD's median grant in 2025 was $332,470, and its average grant was $420,098, across 17 grants on its 2025 IRS Form 990-PF.
Where does Marjorie Lindsey Charitable Trust UAD give grants?
Marjorie Lindsey Charitable Trust UAD gives mostly in California: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Georgia (32%) and Florida (6%). The most frequent recipient cities were Bakersfield, CA (7 grants) and Atlanta, GA (2 grants).
Does Marjorie Lindsey Charitable Trust UAD give general operating support?
Yes: 100% of Marjorie Lindsey Charitable Trust UAD's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Marjorie Lindsey Charitable Trust UAD's largest grantees?
Marjorie Lindsey Charitable Trust UAD's largest 2025 grantees include First Presbyterian Church of Bakersfield ($997,410), Leading the Way with Dr Michael Youssef ($831,175) and Georgia Institute of Technology ($831,175), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Marjorie Lindsey Charitable Trust UAD?
Marjorie Lindsey Charitable Trust UAD reported $41.2M in total assets on its 2025 IRS Form 990-PF. It paid out $7.3M in qualifying distributions that year, against a required minimum of $2.7M (roughly 5% of its investment assets).
What does Marjorie Lindsey Charitable Trust UAD fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose stated missions span education, music, Christian ministry, disability services, and sports ministry. See mission & focus areas ↑
How do I apply for a grant from Marjorie Lindsey Charitable Trust UAD?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Marjorie Lindsey Charitable Trust UAD accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Marjorie Lindsey Charitable Trust UAD funds
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Cite this profile
Grantable. (2026). Marjorie Lindsey Charitable Trust UAD funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/marjorie-lindsey-charitable-trust-uad-morg_3834ea865f174ed98db9e57fe0a217b9
BibTeX
@misc{grantable_266906657_2026,
author = {{Grantable}},
title = {{Marjorie Lindsey Charitable Trust UAD funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/marjorie-lindsey-charitable-trust-uad-morg_3834ea865f174ed98db9e57fe0a217b9},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Marjorie Lindsey Charitable Trust UAD's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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