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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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Grants
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Total Given
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Margaret a Darrin Charitable Trust
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Total Given
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Assets
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Grants
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Total Given
—
New Digital Trade Coalition Ndtc
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Assets
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Grants
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Stephen J Machuta Scholarship Trust
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Assets
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Grants
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Total Given
$70K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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