Submitting a Grant Request

When is the deadline?

The Trust considers grant requests once per year. Requests must be received or postmarked by October 1st each year. Grant requests will be accepted after July 1. All requests will be acknowledged upon receipt. Please note that the Trust’s grants are competitive – we generally receive many more proposals than our resources allow us to fund.

How will I learn about the directors’ decisions?

Typically, the directors review all requests in November and decision letters are sent before the end of December of each year.

Is there someone to contact if I have questions?

Please feel free to contact Erik C. Jorgensen, Administrative Trustee, Morton-Kelly Charitable Trust, 

What should I include in my grant request?

There is no grant application form, though we ask that you complete our application cover sheet (available here). Please limit your materials to the following:

  • A brief background of your organization.
  • The specific grant amount requested.
  • The purpose of the request, how funds will be used and the anticipated results.  The board is especially interested in projects that will move an organization forward in terms of its mission or its capacity. For example, a theater organization might seek support for a new ticketing system in order to reduce administrative effort and allow more resources to be devoted to programming.
  • A list of your organization’s staff and directors or trustees.
  • Your organization’s operating budget for current year.
  • A project budget (if applicable to your request).
  • A copy of your most recent financial report. Please know that the board looks carefully at financial statements. If your organization has any financial results that might raise questions (such as a large surplus or an operating deficit), be sure to include an explanation.
  • A copy of your most recent IRS determination letter indicating your 501(c)(3) status

Download a printer-friendly copy of these guidelines.

What is the process for submitting my request?

Please mail THREE copies of your completed request to the following address:
Michael J. Quinlan, Secretary
Morton-Kelly Charitable Trust
P.O. Box 4510
Portland, Maine 04112

If you choose a mailing option that requires a physical address, please use the following:
Michael J. Quinlan
Jensen Baird Gardner & Henry
Ten Free Street
Portland, Maine 04101

The Trust is unable to accept e-mailed grant requests.

What is expected from my organization if we receive a grant?

We understand that nonprofit organizations experience both successes and challenges in carrying out their missions. We’re interested in hearing your frank comments about how your project turned out. This helps us to become better grantmakers and meet our fiduciary responsibilities.

In the grant award letter, we will ask you to submit a brief written report on the use of the funds received from the Trust and the impact or outcomes no later than October 1 of the year following the date of the grant award. if the project is not complete by then, a progress report is welcome. (We are moving to a September 1 reporting deadline for future grant years and always welcome grantees to report early).

Please note that we normally will not consider additional grants for an organization that owes the Trust a grant report.