The Richard and Roselyn Lindheim Memorial Trust

BERKELEY, CA EIN: 94-3115056

The Richard and Roselyn Lindheim Memorial Trust is a private foundation, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $79K in total assets. In 2024, it awarded 5 grants totaling $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$79K

-1.2% YoY

Annual Giving

$4K

-12.8% YoY

Grant Count

5

-28.6% YoY

Avg Grant Size

$820

+22.1% YoY

About The Richard and Roselyn Lindheim Memorial Trust

Based on IRS filings

The Richard and Roselyn Lindheim Memorial Trust is a private foundation, based in BERKELEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $79K in total assets. In 2024, it awarded 5 grants totaling $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BerkeleyInvernessNycRichmondWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1K$3K$4K$5K20202021202220232024
Metric202420232022
Total Assets$79,141$80,103$81,560
Revenue$3,303$3,243$891
Expenses$4,265$4,700$4,500
Qualifying Distributions$4,100$4,700$4,500
Net Investment Income
Distributable Amount$4,106

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$4K$5K4 grants20207 grants20212 grants20227 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

East Bay Center for Perf…$3KMiddle Eastern Childrens…$500J Street Educational Fund$500Cityside$500Claremont Conservancy$100

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include East Bay Center for Performing Arts ($2,500), Middle Eastern Childrens Alliance ($500), J Street Educational Fund ($500).

RecipientPurposeAmount
Middle Eastern Childrens Alliance Berkeley, CAeducation$500
Claremont Conservancy Berkeley, CAeducation$100
J Street Educational Fund Washington, DCpublic education$500
Cityside Berkeley, CApublic education$500
East Bay Center for Performing Arts Richmond, CAyouth music education$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Daniel LindheimTrustee
Susan LindheimTrustee

Frequently Asked Questions

How large is The Richard and Roselyn Lindheim Memorial Trust?

As of 2024, The Richard and Roselyn Lindheim Memorial Trust holds $79K in total assets with $3K in annual revenue. It awarded 5 grants totaling $4K in 2024.

Where does The Richard and Roselyn Lindheim Memorial Trust operate?

The Richard and Roselyn Lindheim Memorial Trust has awarded grants in California, District of Columbia, New York.

What size grants does The Richard and Roselyn Lindheim Memorial Trust award?

In 2024, The Richard and Roselyn Lindheim Memorial Trust awarded 5 grants totaling $4K — an average of about $820 per grant, based on its IRS Form 990 filings.

What is The Richard and Roselyn Lindheim Memorial Trust's EIN?

The Richard and Roselyn Lindheim Memorial Trust's EIN (Employer Identification Number) is 94-3115056. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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