2024-05-02T09:26:22-04:00 2023-12-31 010378938 Jensen Baird Gardner & Henry Ten Free Street Portland ME 04101 990PF 2023-01-01 010442078 MORTON-KELLY CHARITABLE TRUST MORT PO BOX 4510 PORTLAND ME 04112 Marilyn A Lalumiere PRESIDENT 2077812476 2024-05-02 true Marilyn Lalumiere true Michael J Quinlan P01356119 2077757271 2024-05-02 2 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 24505256 X X 464028 464028 783058 14500077 783058 1247086 1247086 20000 3000 17000 17614 8807 8807 127182 64717 62465 5789 2755 3034 170585 79279 91306 1252057 1252057 1422642 79279 1343363 -175556 1167807 0 141950 104524 104524 35646 1946138 1946138 2767568 1947035 1933171 13423067 12745316 19462961 1768192 1108566 1058462 18136423 17851579 24505256 150000 125000 150000 125000 X 17986423 17726579 17986423 17726579 18136423 17851579 17986423 -175556 30000 17840867 114288 17726579 Publicly traded securities 14500077 13717019 783058 783058 783058 -184265 16233 0 16233 0 16233 19989 19989 3756 3756 false false false false false false false true true ME true false false false false true WWW.MORTON-KELLY.ORG MICHAEL J QUINLAN 2077757271 PO BOX 4510 PORTLAND ME 04112 false false false true true false false false false false false false false false false false false false false false false false JANET HENRY PO BOX 4510 PORTLAND ME 04112 DIRECTOR 1.00 5000 0 0 MICHAEL J QUINLAN PO BOX 4510 PORTLAND ME 04112 SECRETARY TREASURER AND DIREC 1.00 0 0 0 MARILYN A LALUMIERE PO BOX 4510 PORTLAND ME 04112 PRESIDENT AND DIRECTOR 1.00 5000 0 0 ERIK C JORGENSEN PO BOX 4510 PORTLAND ME 04112 DIRECTOR 1.00 5000 0 0 DOUGLAS HENRY PO BOX 4510 PORTLAND ME 04112 DIRECTOR 1.00 5000 0 0 SHEILA JANS PO BOX 4510 PORTLAND ME 04112 DIRECTOR 1.00 0 0 0 NONE 0 Lissa Widoff PO Box 21 Freedom ME 04941 Program advisor 69406 NA 0 22300415 1203451 0 23503866 0 23503866 352558 23151308 1157565 1157565 16233 16233 1141332 1141332 1141332 1343363 1343363 1141332 16250 1952 67764 85966 1343363 1141332 202031 287997 0 287997 16250 1952 67764 202031 JOAN M KELLY DECEASED 12-5-12 ON LINE CO LISSA WIDOFF JENSEN BAIRD 10 FREE STREET PORTLAND ME 04101 2077757271 programs@morton-kelly.org SUBMISSION OF ON LINE APPLICATION. SEE WEBSITE, WWW.MORTON-KELLY.ORG, FOR ADDITIONAL INFORMATION AND REQUIREMENTS. OCTOBER 1 OF EACH YEAR DISCRETION OF BOARD OF DIRECTORS, BUT GENERALLY ENVIRONMENTAL,CULTURAL AND HISTORICAL ORGANIZATIONS AND ACTIVITIES IN MAINE. See attached schedule See attached schedule Portland ME 04101 PC Charitable 1252057 1252057 Preble Street 55 Portland Street Portland ME 04101 PC Capital Campaign 100000 Portland Stage 25A Forest Avenue Portland ME 04101 PC Capital Campaign 25000 125000 14 464028 18 783058 1247086 1247086 false false false false false false false false false false JANET HENRY TRUSTEE STIPEND MARILYN A LALUMIERE TRUSTEE STIPEND ERIK C JORGENSEN TRUSTEE STIPEND DOUGLAS HENRY TRUSTEE STIPEND Lissa Widoff For program advisor services. Publicly traded securities 0 0 0 0 0 PER H.M. PAYSON/SCHWAB ATTCHD 1108566 1058462 PER HMPAYSONSCHWAB ATTCHD 12745316 19462961 1947035 1933171 JENSEN BAIRD GARDNER & HENRY 17614 8807 0 8807 Cost basis and misc adjustments 114288 EXPONENT PHIL MBRSHP 815 408 0 407 MISCELLANEOUS 0 0 0 0 D&O INS 750 750 0 0 ACCRUED INTEREST PAID 0 0 0 0 FOUNDANT TECHNOLOGIES 0 0 0 0 STUDIO NACL 960 0 0 960 BOND PREMIUM INC NON-1099 0 0 0 0 MAINE PHILANTHRPY CENTR MBRSHP 2885 1443 0 1442 VITAL IO 72 0 0 72 Deluxe Checks 307 154 0 153 UNCLEARED CHECKS AT YEAR END 30000 HM PAYSON Investment Adviso 57776 57776 0 0 Lissa Widoff Program Advisor 69406 6941 0 62465