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 128 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 Given128
Grant Total$7.1M
Filing Years2021–2025

Sample Grants Given

Preble Street
Portland, ME · 2025
Capital Campaign
$50,000
Maine Historical Society
Portland, ME · 2025
Maine Historical Society - Revolutionary Maine: America at 250
$20,000
Bomazeen Land Trust
Portland, ME · 2025
Cultural Transmission, Operating Support
$20,000
Greater Portland Landmarks
Portland, ME · 2025
Operating Support: Strategic Plan in Action
$20,000
Maine Environmental Education Association
Brunswick, ME · 2025
Maine Environmental Education Association Operating Support 2025
$20,000

Showing up to 5 of 128 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

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
Operating Support
$55,000 5 grants

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.

See the full picture for Morton-Kelly Charitable Trust

Complete financials, all 128 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
Start Free Trial → Log In
7-day free trial Cancel any time