The Massachusetts State Capitol

Form 990-PFTax year 2024EIN 04-6609917

The Kelsey Trust

A private foundation in Lincoln, MA. Its return for tax year 2024 lists 30 grants and $223,500 paid in grants.

Tax year 2024 (period ending Jun 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Vermont Community Foundation
3 Court Street
Middlebury, VT 05753
(802) 388-3355
Form and materials
The trust funds a limited number of unsolicited proposals through a letter of interest application which provides: 1. A summary of the proposal and its strategic fit with kelsey trust's mission and program priorities 2. A statement of the proposal's target population and geographic communities served 3. A statement of the project's expected outcomes and how the organization - and the trust - will know if the program is successful 4. The amount requested from the kelsey trust and the percentage of the proposed project/program's budget such an amount would represent 5. The period over which the requested grant would be expended 6. A list of other support, both public and private, received for the proposed project/program the letter of request should include an organization statement on the organization's letterhead that sets forth the following: 1. The legal name of the organization, address, and name of the executive director 2. Indication of whether the organization is an IRS 501(c)(3)
Deadlines
Spring grant - typically focused on education and the environment. The letter of interest deadline i
Restrictions
The trust's giving is limited to organizations that serve the people and protect the natural environment of the lake champlain basin.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $223,500

    Grants listed
    30
    Assets, end of year
    $3,817,681
  • Tax year 2023

    $232,000

    Grants listed
    25
    Assets, end of year
    $3,856,686
  • Tax year 2022

    $187,500

    Grants listed
    28
    Assets, end of year
    $3,643,034
  • Tax year 2021

    $198,500

    Grants listed
    30
    Assets, end of year
    $3,621,307
  • Tax year 2020

    $199,500

    Grants listed
    19
    Assets, end of year
    $3,708,629

Grants paid in 2024

30 grants, largest first

As listed on the return.

  1. Planned Parenthood of Northern New EnglandColchester, VT

    General support

    $12,500
  2. Adirondack FoundationLake Placid, NY

    General support

    $10,000
  3. Committee on Temporary Shelter IncBurlington, VT

    General support

    $10,000
  4. Addison County Community Action Group Inc DBA HopeMiddlebury, VT

    General support

    $10,000
  5. The John W Graham Emergency Shelter and ServicesVergennes, VT

    General support

    $10,000
  6. Spectrum Youth & Family Services IncBurlington, VT

    General support

    $10,000
  7. Planned Parenthood of the North Country NY IncWatertown, NY

    General support

    $10,000
  8. Boys and Girls Club of Burlington IncBurlington, VT

    General support

    $10,000
  9. Resource A Nonprofit Community Enterprise IncWilliston, VT

    General support

    $10,000
  10. Shelburne FarmsShelburne, VT

    General support

    $10,000
  11. Vermont Community FoundationMiddlebury, VT

    General support

    $10,000
  12. Greater Burlington YMCA Foundation Inc (6663-S01)Burlington, VT

    General support

    $8,000
  13. Prevent Child Abuse-VermontMontpelier, VT

    General support

    $8,000
  14. Stern Center for Languard & LearningWilliston, VT

    General support

    $8,000
  15. Champlain College IncBurlington, VT

    General support

    $8,000
  16. Howardcenter Inc DBA Howard Center IncBurlington, VT

    General support

    $7,500
  17. Conservation Law Foundation IncBoston, MA

    General support

    $7,500
  18. Intervale Center IncBurlington, VT

    General support

    $7,500
  19. Vermont Youth Conservation Corps IncRichmond, VT

    General support

    $7,500
  20. Homeshare Vermont IncSouth Burlington, VT

    General support

    $5,000
  21. Lund Family Center IncBurlington, VT

    General support

    $5,000
  22. Northeast Organic Farming Association of VermontRichmond, VT

    General support

    $5,000
  23. Steps to End Domestic Violence IncBurlington, VT

    General support

    $5,000
  24. Adirondack Foundation - Essex Community FundLake Placid, NY

    General support

    $5,000
  25. Lakeside Preschool DBA Lakeside School at BlackEssex, NY

    General support

    $5,000
  26. Vermont River Conservancy IncMontpelier, VT

    General support

    $5,000
  27. Vermont Works for Women IncWinooski, VT

    General support

    $5,000
  28. Common Roots IncS Burlington, VT

    General support

    $4,000
  29. Vermont Public CoColchester, VT

    General support

    $2,500
  30. Otter Creek Audubon SocietyMiddlebury, VT

    General support

    $2,500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services5 grants $30,00022% of the total
  2. Environment3 grants $25,00018% of the total
  3. Philanthropy and grantmaking2 grants $20,00014% of the total
  4. Health1 grant $12,5009% of the total
  5. Housing and shelter1 grant $10,0007% of the total
  6. Youth development1 grant $10,0007% of the total
  7. 5 other causes6 grants $32,00023% of the total

By State

Grants to organizations with a US address, latest year.

  1. Vermont25 grants $186,000
  2. New York4 grants $30,000
  3. Massachusetts1 grant $7,500

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Paula D JohnsonTRUSTEE - As required Hours 0Pay $0
  • Stephen P JohnsonTRUSTEE - As required Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Wolf Family Charitable TrustLincoln, MA 14 grants Preselected only $126,000 giving
  2. Fuller Trust IncBoston, MA 6 grants Preselected only $223,960 giving
  3. A Chance for Progress IncStoneham, MA 18 grants Preselected only $225,000 giving
  4. Newburyport Society for the Relief of Aged Women IncNewburyport, MA 7 grants Accepts applications $221,972 giving
  5. Cordelia Family Foundation LTDNorwell, MA 21 grants Accepts applications $216,279 giving