Before you apply to Morton-Kelly Charitable Trust
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
Morton-Kelly Charitable Trust
Morton-Kelly Charitable Trust is a private foundation categorized as Private Foundation based in Portland, ME. Its most recent IRS filing (2025) reports revenue of $2.9M, expenses of $1.6M, total assets of $21.6M. Imperigo tracks 123 reported grants from this foundation totaling approximately $7.1M.
EIN: 010442078
Portland, ME
Latest filing: 2025
Total Revenue$2.9M
Total Expenses$1.6M
Total Assets$21.6M
Grants Given123
Grant Total$7.1M
Filing Years2021–2025
Sample Grants Given
Preble Street
Capital Campaign
$50,000
Greater Portland Landmarks
Operating Support: Strategic Plan in Action
$20,000
Maine Environmental Education Association
Maine Environmental Education Association Operating Support 2025
$20,000
Indigo Arts Alliance
Indigo Arts Alliance
$20,000
Friends of the Veterans' Memorial Library
Friends of the Veterans Memorial Library and Community Center
$20,000
Showing up to 5 of 123 total records — full history available with membership.
Officers & Directors
President/Director
Douglas M Henry
Director
D Tyler Kidder
Director
Erik C Jorgensen
Director
Janet Henry
Director
Mari Jones
Director/Past President
Marilyn A Lalumiere
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.9M | $1.6M | $21.6M |
| 2024 | $3.7M | $1.5M | $20.2M |
| 2023 | $1.2M | $1.4M | $17.9M |
| 2022 | $414K | $1.3M | $18.1M |
| 2021 | $4.6M | $1.4M | $19.0M |
Between 2021 and 2025, reported annual revenue declined from $4.6M to $2.9M (-37%), with total assets most recently reported at $21.6M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in MA, ME, VT.
MAMEVT
Full geographic grant map with state-by-state breakdown available with membership.