Marjorie R Lindsey Charitable Foundation Tr

Quick Stats

• Annual Giving: $3,553,344 (2024)
• Total Assets: $41,792,617
• Grant Range: $15,840 - $720,000
• Grants Awarded: 17 annually (consistent 2020-2024)
• Geographic Focus: National (concentrated in California, Georgia, Florida, Ohio, Wisconsin)

Contact Details

Address: PO Box 1532, Pennington, NJ 08534

EIN: 266906657

Note: This foundation does not appear to have a public website, email, or phone number listed for grant inquiries.

Overview

The Marjorie R Lindsey Charitable Foundation Trust is a private foundation based in Pennington, New Jersey, with a substantial asset base of approximately $41.8 million as of 2024. The foundation has been actively making grants for over a decade, with IRS Form 990 filings available from 2010 through 2024. The foundation demonstrates remarkable consistency in its grantmaking approach, awarding exactly 17 grants annually over the past five years (2020-2024), while maintaining steady annual giving in the $2.9-$3.5 million range. Its funding priorities focus primarily on education, philanthropy and grantmaking initiatives, and human services, with geographic giving concentrated in several states including California, Georgia, Florida, Ohio, and Wisconsin.

Funding Priorities

Grant Programs

The foundation operates as a private foundation with discretionary grantmaking authority. Based on available data:

• Grant Range: $15,840 to $720,000
• Annual Distribution: Approximately $3.5 million distributed across 17 grants
• Average Grant Size: Approximately $209,000

Priority Areas

Based on Form 990 filings, the foundation's primary funding focus areas include:

• Education: Supporting educational institutions and programs
• Philanthropy, Voluntarism & Grantmaking: Supporting other charitable organizations and grantmaking institutions
• Human Services: Supporting organizations providing direct human services

Geographic Focus

The foundation shows particular concentration of giving in:

• California
• Georgia
• Florida
• Ohio
• Wisconsin

What They Don't Fund

Specific exclusions are not publicly documented. As a private foundation, the trust likely focuses on specific organizations or causes aligned with the founder's interests rather than accepting broad applications.

Governance and Leadership

Key Advisors/Officers:

• Shawn Kelly
• Stephen Boyle
• Grover Waldon

The foundation appears to operate through professional advisors or trustees, with the PO Box address in Pennington, NJ serving as its administrative location. This address is shared with other foundations, suggesting the use of professional trust services, possibly through Morgan Stanley Trust FSB or similar financial institutions.

Application Process & Timeline

How to Apply

This foundation does not have a public application process.

The Marjorie R Lindsey Charitable Foundation Trust operates as a private foundation without publicly available grant guidelines, application forms, or stated procedures for unsolicited grant requests. The foundation's consistent pattern of awarding exactly 17 grants annually suggests a predetermined list of beneficiary organizations selected through trustee discretion rather than an open competitive application process.

Grants appear to be awarded based on the trustees' or advisors' discretion, likely to organizations with pre-existing relationships or aligned with the founder's specific charitable interests.

Decision Timeline

Not applicable for public applications. The foundation makes its grantmaking decisions internally through its trustees/advisors.

Success Rates

Not applicable. The foundation does not accept unsolicited applications, making traditional success rate metrics irrelevant. The consistent awarding of exactly 17 grants per year indicates a stable, predetermined approach to grantmaking.

Reapplication Policy

Not applicable given the private nature of grantmaking.

Application Success Factors

Since this foundation does not accept public applications, traditional application success factors do not apply. Organizations seeking support from this foundation would need:

• Pre-existing relationships: The foundation's consistent grantmaking pattern suggests grants flow to organizations already known to the trustees
• Geographic alignment: Presence or programs in California, Georgia, Florida, Ohio, or Wisconsin may be important
• Mission alignment: Focus on education, human services, or supporting other grantmaking organizations
• Substantial organizational capacity: Given the average grant size of approximately $209,000, the foundation appears to support established organizations

Key Takeaways for Grant Writers

• No public application process: This foundation operates entirely through trustee discretion and does not accept unsolicited proposals
• Significant assets: With over $41 million in assets, this is a well-resourced foundation making substantial grants
• Consistent grantmaking: The pattern of exactly 17 grants annually suggests a stable group of beneficiary organizations
• Large average grants: With an average grant size around $209,000, this foundation makes meaningful investments in selected organizations
• Multi-state focus: While based in New Jersey, the foundation concentrates its giving in California, Georgia, Florida, Ohio, and Wisconsin
• Professional management: The use of a PO Box address and professional advisors suggests institutional management rather than family oversight
• Limited public information: The absence of a website or public contact information reinforces the private, invitation-only nature of this foundation

References

• Instrumentl 990 Report for Marjorie R Lindsey Charitable Foundation Tr, accessed January 2026: https://www.instrumentl.com/990-report/marjorie-r-lindsey-charitable-foundation-tr
• IRS Form 990-PF filings (2010-2024) for EIN 266906657
• Tax Exempt World nonprofit directory listings for Pennington, NJ organizations