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 (2024) reports revenue of $3.7M, expenses of $1.5M, total assets of $20.2M. Imperigo tracks 5 reported grants from this foundation totaling approximately $5.8M.

EIN: 010442078 PORTLAND, ME Latest filing: 2024
Total Revenue$3.7M
Total Expenses$1.5M
Total Assets$20.2M
Grants Given5
Grant Total$5.8M
Filing Years2020–2024

Sample Grants Given

See attached schedule
Portland, ME · 2024
Operating and project support
$1,305,500
See attached schedule
Portland, ME · 2023
Charitable
$1,252,057
SEE ATTACHED SCHEDULE
Portland, ME · 2022
Charitable
$1,047,000
SEE ATTACHED SCHEDULE
Portland, ME · 2021
General
$1,203,600
SEE ATTACHED SCHEDULE
VARIOUS, ME · 2020
SEE ATTACHED SCHEDULE
$957,500

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

DIRECTOR Douglas Henry
DIRECTOR Erik C Jorgensen
DIRECTOR Janet Henry
PRESIDENT AND DIRECTOR Marilyn A Lalumiere
SECRETARY TREASURER AND DIRECTOR Michael J Quinlan
DIRECTOR Sheila Jans

Officer compensation and complete director data available with membership.

Top Grant Purposes

Charitable
$2,299,057 2 grants
Operating and project support
$1,305,500 1 grant
General
$1,203,600 1 grant
SEE ATTACHED SCHEDULE
$957,500 1 grant

Financial Trends

Year Revenue Expenses Assets
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
2020 $1.3M $1.1M $15.8M

Between 2020 and 2024, reported annual revenue grew from $1.3M to $3.7M (+178%), with total assets most recently reported at $20.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in ME.

ME

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for MORTON-KELLY CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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