Marjorie Lindsey Charitable Trust Uad

Foundation · Grantmaker Pennington, NJ EIN: 26-6906657

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.

Key facts about Marjorie Lindsey Charitable Trust Uad

EIN: 26-6906657
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $3,553,344
Grants made (2024): 17
Average grant: $209,020
Median grant: $144,000
New grantees (estimate): 0% first-time grantees (0 of 17, 2024)
Total assets: $41,792,617
Primary geography: California (50% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Marjorie Lindsey Charitable Trust Uad funds

By grant dollars, the top recipient states for Marjorie Lindsey Charitable Trust Uad's 17 itemized 2024 grants were California (50%) and Georgia (41%). The most frequent recipient cities were Bakersfield, CA (7 grants) and Atlanta, GA (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is Marjorie Lindsey Charitable Trust Uad open to new grantees?

first-time grantees, 2024

In 2024, 0 of 17 grantees (0%) were first-time recipients. How we count

100% of 2024 grantees were also funded in 2023. Method
Giving grew 43% from 2021 to 2024. Method
In 2024 it paid out 138% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Marjorie Lindsey Charitable Trust Uad

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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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

California $1.8M (50%)

Georgia $1.4M (41%)

Florida $172K (5%)

Ohio $144K (4%)

Wisconsin $21K (1%)

Share of all 17 itemized 2024 grant dollars.

States

California Colorado Florida Georgia Ohio Wisconsin

Cities

BakersfieldAtlantaCincinnatiLakesideOakhurstOrlandoRiversideBonita SpringsMadisonPeachtree CornersEl Dorardo HillsEnglewoodRoseville

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients 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
HAGGAI INTERNATIONAL INSTITUTE FOR ADVAN Peachtree Corners, GA	GENERAL OPERATING	$720,000
FIRST PRESBYTERIAN CHURCH OF BAKERSFIELD Bakersfield, CA	GENERAL OPERATING	$432,000
LEADING THE WAY WITH DR MICHAEL YOUSSEF Atlanta, GA	GENERAL OPERATING	$360,000
GEORGIA INSTITUTE OF TECHNOLOGY Atlanta, GA	GENERAL OPERATING	$360,000
BAKERSFIELD COLLEGE FOUNDATION Bakersfield, CA	GENERAL OPERATING	$264,960
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
INDEPENDENCE THROUGH GRACE FOUNDATION Bakersfield, CA	GENERAL OPERATING	$144,000
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

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

Philanthropy, Voluntarism & Grantmaking

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.