Morton-kelly Charitable Trust
Morton-kelly Charitable Trust is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $20.2M in total assets. In 2024, it awarded 1 grants totaling $1.3M. Net investment income was $3.6M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$20.2M
+13.4% YoY
Annual Giving
$1.3M
+4.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.3M
+4.3% YoY
About Morton-kelly Charitable Trust
Based on IRS filings
Morton-kelly Charitable Trust is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $20.2M in total assets. In 2024, it awarded 1 grants totaling $1.3M. Net investment income was $3.6M.
Ready to take the next step with Morton-kelly Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $20,243,296 | $17,851,579 | $18,136,423 |
| Revenue | $3,731,306 | $1,247,086 | $414,275 |
| Expenses | $1,495,859 | $1,422,642 | $1,320,142 |
| Qualifying Distributions | $1,388,309 | $1,343,363 | $1,115,187 |
| Net Investment Income | $3,623,756 | $1,167,807 | $214,445 |
| Distributable Amount | $1,304,137 | $1,141,332 | $1,149,465 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Open Grants
1 open opportunity from Morton-kelly Charitable Trust
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANET HENRY | DIRECTOR | 1 | $5,000 |
| MICHAEL J QUINLAN | SECRETARY TREASURER AND DIRECTOR | 1 | — |
| MARILYN A LALUMIERE | PRESIDENT AND DIRECTOR | 1 | $5,000 |
| ERIK C JORGENSEN | DIRECTOR | 1 | $5,000 |
| DOUGLAS HENRY | DIRECTOR | 1 | $5,000 |
| SHEILA JANS | DIRECTOR | 1 | $5,000 |
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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