The Kelsey Trust
The Kelsey Trust is a private family foundation established in 1988 and based in Lincoln, Massachusetts. The foundation operates with limited staffing and focuses its philanthropic efforts on a defined set of priority areas.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.8M
-1.0% YoY
Annual Giving
$224K
-3.7% YoY
Grant Count
30
+20.0% YoY
Avg Grant Size
$7K
-19.7% YoY
Mission & Focus Areas
The Kelsey Trust's primary areas of interest include:
- Environment
- Children and families
- Education
- Health
Grantmaking
The foundation funds a limited number of unsolicited proposals through a letter of interest application format.
Grant Range
observed: $2,500–$13,000
How to Apply
**
Ready to take the next step with The Kelsey Trust?
Geographic Focus
Where this funder awards grants
The foundation's grant-making activities focus primarily on:
- Vermont
- New York
- Massachusetts
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $3,817,681
Annual Giving: $223,500 (most recent fiscal year)
IRS Status: Active since March 1989
EIN: 04-6609917
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,817,681 | $3,856,686 | $3,643,034 |
| Revenue | $233,866 | $480,287 | $240,941 |
| Expenses | $273,096 | $266,635 | $219,214 |
| Qualifying Distributions | $230,835 | $237,963 | $194,647 |
| Net Investment Income | $186,217 | $480,287 | $219,853 |
| Distributable Amount | $235,591 | $215,105 | $208,531 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
132 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by trustees with limited paid staffing:
- Paula D Johnson (Trustee)
- Stephen P Johnson (Trustee)
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAULA D JOHNSON | TRUSTEE - As required | — | — |
| STEPHEN P JOHNSON | TRUSTEE - As required | — | — |
Related Funders
Similar funders by location and focus area
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
Grants
11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Communities for Restorative Justice
BOSTON, MA
Assets
$524K
Grants
1
Total Given
$61K
Hingham Historical Society Inc
HINGHAM, MA
Assets
$7.4M
Grants
1
Total Given
$10K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Kelsey Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities