The Morton-Kelly Charitable Trust
At a glance
Key takeaways
- If your work is in Maine and centres on arts, culture, historic preservation, land conservation, water quality or environmental education, the Trust's stated priorities fit well.
- Its grants have ranged from $5,000 to $20,000, so size your request within that range and set out clear goals, partnerships, timelines and outcomes.
- Applications go through its online grant portal during the annual window from June 1 to October 1, which closes on October 1; if you are a new applicant or have not had a grant in the previous three years, call or email first to confirm your request matches its priorities.
- Do not apply for endowments, annual campaigns, internships or scholarships, and do not apply for summer-only festivals or artist residencies unless they are tied to year-round community programming.
- Organisations based outside Maine should apply only for projects conducted entirely within the state, and primarily social service providers should apply only if the request emphasises arts, culture or environment with dedicated staffing or partnership.
Overview
The Morton-Kelly Charitable Trust is a US private foundation based in Portland, ME.
What they fund
Profile derived from the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) and its website, with every statement checked against those sources. Sources read on 7 October 2026.
Priority Areas
The Trust supports nonprofit organisations and projects throughout Maine that align with its arts, culture, historic preservation or environmental programmes. It welcomes operating or project proposals for local, regional or statewide benefit. Its arts and culture interests include community arts and cultural programmes, cultural facility improvements, historic preservation and celebrating Maine’s diverse cultural heritage. Its environmental work centres on protecting ecological values, water quality and ecosystem health through land conservation, stewardship, restoration and education. Across its programmes, community connection is paramount; it gives preference to equitable access for Maine residents, including rural areas, and community representation, collaboration and stronger connections between people and place.
Themes
- Arts and culture
- Historic preservation
- Cultural heritage
- Land conservation
- Water quality
- Environmental education
- Ecological health
Geographic Focus
Maine.
What They Don't Fund
- Endowments or annual campaigns
- Internships and scholarships
- National or regional organizations based outside of Maine, except in cases where a project is being conducted entirely within the state
- Organizations that are primarily social service providers - unless the request emphasizes arts, culture or environment with dedicated staffing or partnership
- Trade schools, school districts – we prefer to fund through nonprofits that develop partnerships with schools
- Summer-only festivals and artist residencies – unless tied to year-round community programming
- Arts, Culture and Historic Preservation only: summer festivals or artist residencies unless it includes year-round Maine-based programming and community engagement
How to apply
Applicants apply through the online grant portal during the annual window. First-time users create an account for their organisation before completing an application.
Deadlines: The annual application window runs from June 1 to October 1, closing on October 1.
Application success factors
What the foundation says:
- New applicants and organisations without a grant in the previous three years are asked to call or email before applying to confirm that their request aligns with the Trust’s priorities.
- The Trust prefers equitable access for Maine residents, including rural areas, and community representation in programme design and delivery.
- It favours expanded collaboration and vibrancy through programme activities.
- It values responsiveness to new voices and the less visible histories of Maine.
- It favours proposals that deepen connections between people and place.
- Project requests should set out clear goals, partnerships, timelines and outcomes.
- For arts and cultural work, preference goes to year-round education and programming that leverages local relationships and collaboration rather than one-time experiences.
- Historic preservation projects are prioritised when they provide community cultural space and address urgent needs with matching funds.
- Environmental work prioritises community-based approaches that promote positive human relationships with nature.
Officers and directors
- Sheila Jans — Director
- Douglas Henry — Director
- Erik C Jorgensen — Director
- Marilyn A Lalumiere — President And Director
- Michael J Quinlan — Secretary Treasurer And Director
- Janet Henry — Director
From the latest Form 990-PF filing
3 years of tax filings
| Year | Total expenses | Grants paid | Assets | Filing document |
|---|---|---|---|---|
| 2022 tax year | $1,320,142 | $1,047,000 | $21,978,540 | Filing for 2022 tax year |
| 2023 tax year | $1,422,642 | $1,252,057 | $24,505,256 | Filing for 2023 tax year |
| 2024 tax year | $1,495,859 | $1,305,500 | $28,511,598 | Filing for 2024 tax year |
Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.
Sources
Registers and filings
Other sources
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At a glance

Applying to The Morton-Kelly Charitable Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (207) 775-7271
- programs@morton-kelly.org
- Portland, ME
- morton-kelly.org

Applying to The Morton-Kelly Charitable Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- (207) 775-7271
- programs@morton-kelly.org
- Portland, ME
- morton-kelly.org