Mary Lindsay Endowment Fund FBO Heritage
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 2025. As of 2025, the organization holds $287K in total assets. In 2025, it awarded 1 grant totaling $26K. Net investment income was $29K.
Mary Lindsay Endowment Fund FBO Heritage at a glance
In short: Mary Lindsay Endowment Fund FBO Heritage gave $26K across 1 grant in 2025 (avg $26K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,192
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $26,192
- +0.0% vs 2024
- Median grant
- $26,192
- Total assets
- $286,549
- +1.1% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Mary Lindsay Endowment Fund FBO Heritage funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Heritage Conservancy ($26K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Mary Lindsay Endowment Fund FBO Heritage gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $16K (2020) to $26K (2025). In 2025 it made 1 grant totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heritage Conservancy Doylestown, PA | Conservation of Land | $26,192 |
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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 | $286,549 | $34,315 | $31,406 | $26,192 | 1 | $26,192 | $29,420 | $23,038 |
| 2024 | $283,568 | $22,357 | $31,077 | $26,192 | 1 | $26,192 | $17,472 | $23,181 |
| 2023 | $292,151 | $16,426 | $30,623 | $26,192 | 1 | $26,192 | $11,872 | $22,196 |
| 2022 | $306,282 | $13,470 | $31,869 | $26,192 | 1 | $26,192 | $7,793 | $22,807 |
| 2021 | $324,681 | $51,299 | $26,785 | $22,000 | 1 | $22,000 | $46,482 | $24,497 |
| 2020 | $300,167 | $15,201 | $20,931 | $16,131 | 1 | — | $10,401 | $21,723 |
Under IRS private-foundation payout rules, Mary Lindsay Endowment Fund FBO Heritage reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mary Lindsay Endowment Fund FBO Heritage's only listed officer is First National Bank Of Newtown, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
First National Bank Of Newtown
Trustee
On filings since 2023
2 hrs/week
$4K (2023) → $4K (2025)
Former officers (1)
- Former: Linda Cacossa (2020–2023) — Executive Director
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 $4K, to First National Bank of Newtown (Trustee).
Frequently asked questions about Mary Lindsay Endowment Fund FBO Heritage
How much does Mary Lindsay Endowment Fund FBO Heritage give each year?
Mary Lindsay Endowment Fund FBO Heritage gave $26K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 1 grant.
How large is Mary Lindsay Endowment Fund FBO Heritage?
Mary Lindsay Endowment Fund FBO Heritage reported $287K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
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 $287K in total assets as of 2025.
Where does Mary Lindsay Endowment Fund FBO Heritage operate?
Mary Lindsay Endowment Fund FBO Heritage has awarded grants in Pennsylvania.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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