Nonprofit · EIN 01-0442078
MORTON-KELLY CHARITABLE TR
Tax-exempt · PORTLAND, ME 04112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,868,446 | $1,582,195 | $1,286,251 | $21,561,298 | $0 | $21,561,298 |
| December 31, 2024 | 990-PF | $3,731,306 | $1,495,859 | $2,235,447 | $20,243,296 | $55,000 | $20,188,296 |
| December 31, 2023 | 990-PF | $1,247,086 | $1,422,642 | -$175,556 | $17,851,579 | $125,000 | $17,726,579 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $445,369
- Net gain from sales of assets
- $2,423,077
Expenses
- Grants and similar amounts paid
- $1,300,936
- Compensation of officers, directors and key employees
- $34,000
- Disbursements for charitable purposes
- $1,404,004
- Excise tax on investment income
- $38,585
Balance sheet and other
- Total assets, start of year
- $20,243,296
- Total assets, end of year
- $21,561,298
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,561,298
- Fair market value of assets
- $31,828,637
- Qualifying distributions
- $1,404,004
- Net investment income
- $2,868,446
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Douglas M Henry PO Box 4510, Portland, ME 04112 | President/Director | 1 | $6,000 |
| Marilyn A Lalumiere PO Box 4510, Portland, ME 04112 | Director/Past President | 1 | $6,000 |
| Janet Henry PO Box 4510, Portland, ME 04112 | Director | 1 | $6,000 |
| Erik C Jorgensen PO Box 4510, Portland, ME 04112 | Director | 1 | $6,000 |
| D Tyler Kidder PO Box 4510, Portland, ME 04112 | Director | 1 | $6,000 |
| Mari Jones PO Box 4510, Portland, ME 04112 | Director | 0.67 | $4,000 |
| Michael J Quinlan PO Box 4510, Portland, ME 04112 | Treasurer/Secretary/Director | 1 | $0 |
| Sheila Jans PO Box 4510, Portland, ME 04112 | Past Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET HENRY PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $5,000 |
| MARILYN A LALUMIERE PO BOX 4510, PORTLAND, ME 04112 | PRESIDENT AND DIRECTOR | 1 | $5,000 |
| ERIK C JORGENSEN PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $5,000 |
| DOUGLAS HENRY PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $5,000 |
| SHEILA JANS PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $5,000 |
| MICHAEL J QUINLAN PO BOX 4510, PORTLAND, ME 04112 | SECRETARY TREASURER AND DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET HENRY PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $5,000 |
| MARILYN A LALUMIERE PO BOX 4510, PORTLAND, ME 04112 | PRESIDENT AND DIRECTOR | 1 | $5,000 |
| ERIK C JORGENSEN PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $5,000 |
| DOUGLAS HENRY PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $5,000 |
| MICHAEL J QUINLAN PO BOX 4510, PORTLAND, ME 04112 | SECRETARY TREASURER AND DIREC | 1 | $0 |
| SHEILA JANS PO BOX 4510, PORTLAND, ME 04112 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4510, PORTLAND, ME 04112-4510
- In care of
- % MARILYN A LALUMIERE
- Signed the 990-PF
- Michael J Quinlan, Secretary and Treasurer
- Phone
- (207) 775-7271
- Website
- www.morton-kelly.org
- Return prepared by
- Berry Dunn McNeil & Parker LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0442078
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $21,561,298
- Income (IRS master file)
- $14,030,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,868,446 | $1,582,195 | $21,561,298 | IRS |
| 990-PF | December 2024 | $3,731,306 | $1,495,859 | $20,243,296 | IRS |
| 990-PF | December 2023 | $1,247,086 | $1,422,642 | $17,851,579 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0442078).
Questions about MORTON-KELLY CHARITABLE TR
- What is the EIN of MORTON-KELLY CHARITABLE TR?
- The employer identification number (EIN) of MORTON-KELLY CHARITABLE TR is 01-0442078.
- Is MORTON-KELLY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MORTON-KELLY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORTON-KELLY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORTON-KELLY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORTON-KELLY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MORTON-KELLY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 6 received compensation from the organization, the highest $6,000 (Douglas M Henry, President/Director).
- How much revenue does MORTON-KELLY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,868,446, expenses of $1,582,195 and total assets of $21,561,298 at year end.
Other nonprofits in PORTLAND
- MAINEHEALTH EIN 01-0238552 · last filed 990 for 2025
- MARTINS POINT GENERATIONS ADVANTAGE INC EIN 47-4682941 · last filed 990 for 2024
- MARTINS POINT HEALTH CARE INC EIN 01-0353275 · last filed 990 for 2024
- HAROLD ALFOND FOUNDATION EIN 22-3281672 · last filed 990-PF for 2024
- MAINE GUARANTEED ACCESS REINSURANCE ASSOCIATION EIN 45-4331075 · last filed 990 for 2024
- LUNDER FOUNDATION EIN 01-0437556 · last filed 990-PF for 2025
- SHALOM HOUSE EIN 23-7119236 · last filed 990 for 2025
- MAINE COLLEGE OF ART EIN 01-0378758 · last filed 990 for 2025