Mary Lindsay Endowment Fund Fbo Heritage

NEWTOWN, PA EIN: 31-1485283

Mary Lindsay Endowment Fund Fbo Heritage is a private foundation focused on Environment & Animals, based in NEWTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $284K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$284K

-2.9% YoY

Annual Giving

$26K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

+0.0% YoY

Under IRS private-foundation payout rules, Mary Lindsay Endowment Fund Fbo Heritage reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary Lindsay Endowment Fund Fbo Heritage

Based on IRS filings

Focus Areas

Environment & Animals

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $117K (100%)

States

Pennsylvania

Cities

Doylestown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$283,568	$292,151	$306,282
Revenue	$22,357	$16,426	$13,470
Expenses	$31,077	$30,623	$31,869
Qualifying Distributions	$26,192	$26,192	$26,192
Net Investment Income	$17,472	$11,872	$7,793
Distributable Amount	$23,181	$22,196	$22,807

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mary Lindsay Endowment Fund ($26,192).

Recipient	Purpose	Amount
MARY LINDSAY ENDOWMENT FUND DOYLESTOWN, PA	CONSERVATION OF LAND	$26,192

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Environment & Animals

Frequently Asked Questions

What is Mary Lindsay Endowment Fund Fbo Heritage?

Mary Lindsay Endowment Fund Fbo Heritage is a private foundation focused on Environment & Animals, based in NEWTOWN, PA. It holds $284K in total assets as of 2024.

How large is Mary Lindsay Endowment Fund Fbo Heritage?

As of 2024, Mary Lindsay Endowment Fund Fbo Heritage holds $284K in total assets with $22K in annual revenue. It awarded 1 grants totaling $26K in 2024.

Where does Mary Lindsay Endowment Fund Fbo Heritage operate?

Mary Lindsay Endowment Fund Fbo Heritage has awarded grants in Pennsylvania.

What size grants does Mary Lindsay Endowment Fund Fbo Heritage award?

In 2024, Mary Lindsay Endowment Fund Fbo Heritage awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Mary Lindsay Endowment Fund Fbo Heritage required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Lindsay Endowment Fund Fbo Heritage reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary Lindsay Endowment Fund Fbo Heritage's EIN?

Mary Lindsay Endowment Fund Fbo Heritage's EIN (Employer Identification Number) is 31-1485283. IRS Form 990 filing data is available on this page for 2020–2024.