Private foundation (trust)EIN 046609917Est. 1989-03

The Kelsey Trust

Lincoln, MA 01773

Accepts unsolicited proposals

Total Assets

$4.9M

FY 2024

Annual Giving

$224K

FY 2024

Grants Made

30

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$3K–$13K

Typical

Deadlines

Spring grant - typically focused on ed…

Applications

Financial Snapshot

2024 filing

Total Revenue

$234K

Total Expenses

$273K

Qualifying Distributions

$231K

Distributable Amount

$236K

Min. Investment Return

$238K

Undistributed Income

$168K

Payout rate 98%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.98%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

30 grants

Grant sizes from minimum $3K through median $8K to maximum $13K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $232K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

102 grants

VERMONT COMMUNITY FOUNDATION
$85K
4 grants
SHELBURNE FARMS
$45K
4 grants
ADIRONDACK FOUNDATION
$40K
3 grants
HELPING OVERCOME POVERTY'S EFFECTS
$28K
3 grants
RESOURCE
$28K
3 grants
LAKESIDE SCHOOL
$25K
3 grants
Planned Parenthood Northern New England
$23K
2 grants
CONSERVATION LAW FOUNDATION
$23K
3 grants

Grant Size Distribution

102 grants

<$10K
96
grants
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Vermont
$651K
77% of total
New York
$154K
18% of total
Massachusetts
$33K
4% of total
Virginia
$5K
1% of total

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The Kelsey Trust — Grants, Financials & Contact | Grantivo