FundersMassachusetts

The Kelsey Trust

Lincoln, MA · EIN 04-6609917. Reported 132 grants totalling $1,041,000 to 73 organizations across tax years 2020-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$7,500median grant
$1,041,000granted, 2020-2024
73organizations funded
52%of grantees funded again the next year
$4,921,775assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Kelsey Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $7,500. Half of everything it gave fell between $5,000 and $10,000; the smallest was $2,000 and the largest $48,500. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
14 grants
$5,000 - $10,000
63 grants
$10,000 - $25,000
54 grants
$25,000 - $50,000
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Vermont Community FoundationMiddlebury, VT$93,000552024
Shelburne FarmsShelburne, VT$55,000552024
Adirondack FoundationLake Placid, NY$40,000332024
Conservation Law FoundationBoston, MA$37,000552024
Champlain CollegeBurlington, VT$35,500442024
Helping Overcome Poverty's EffectsMiddlebury, VT$35,000442023
Intervale CenterBurlington, VT$35,000552024
ResourceWilliston, VT$35,000442023
Lakeside SchoolEssex, NY$32,500442023
Planned Parenthood Northern New EnglandColchester, VT$32,500332023
Greater Burlington YMCABurlington, VT$30,000332023
SpectrumBurlington, VT$27,500332023
John Graham CenterVergennes, VT$25,000332023
Adirondack Land TrustKeene, NY$21,500332023
Committee on Temporary Shelter IncBurlington, VT$20,000222024
Stern Center for Language and LearningWilliston, VT$20,000222023
Nofa - VtRichmond, VT$17,500332023
Prevent Child Abuse - VtMontpelier, VT$17,500332023
Partners in AdventureEssex, VT$15,000222022
Sara Holbrook Community CenterBurlington, VT$15,000222023
The Nature ConservancyNew York, NY$15,000222021
Planned Parenthood of Northern New EnglandColchester, VT$12,500112024
Vermont Works for Women IncWinooski, VT$12,500332024
Vermont Public RadioColchester, VT$12,000442023
Addison County Community Action Group Inc Dba HopeMiddlebury, VT$10,000112024
Behavioral Health Sciences NyNew York, NY$10,000112020
Boys and Girls Club BtvBurlington, VT$10,000112022
Boys and Girls Club of Burlington IncBurlington, VT$10,000112024
Champlain Valley Office of Economic OppBurlington, VT$10,000112020
Counseling Service of Addison CountyMiddlebury, VT$10,000112020
Feeding ChittendenBurlington, VT$10,000112020
Families First in Essex County (ny)Elizabethtown, NY$10,000222022
Housing Assistance Program of Essex CountyElizabethtown, NY$10,000112020
Howard CenterBurlington, VT$10,000112022
King Street CenterBurlington, VT$10,000112020
Lewis Creek AssociationCharlotte, VT$10,000112021
Planned Parenthood of the North Country Ny IncWatertown, NY$10,000112024
Resource a Nonprofit Community Enterprise IncWilliston, VT$10,000112024
Sarah Holbrook Community CenterBurlington, VT$10,000112020
Spectrum Youth & Family Services IncBurlington, VT$10,000112024
Steps to End Domestic Violence IncBurlington, VT$10,000222024
The John W Graham Emergency Shelter and ServicesVergennes, VT$10,000112024
Echo Leahy CenterBurlington, VT$9,000222022
Vermont River Conservancy IncMontpelier, VT$9,000222024
Greater Burlington YMCA Foundation Inc (6663-S01)Burlington, VT$8,000112024
Prevent Child Abuse-VermontMontpelier, VT$8,000112024
Stern Center for Languard & LearningWilliston, VT$8,000112024
Howardcenter Inc Dba Howard Center IncBurlington, VT$7,500112024
Town of Essex NyEssex, NY$7,500112021
Uvm Health Network - Home Health and HospiceColchester, VT$7,500112022
Vermont Youth Conservation Corps IncRichmond, VT$7,500112024
Common Roots IncSouth Burlington, VT$6,500222024
Kidsafe Collaborative IncBurlington, VT$6,000112023
Adirondack Foundation - Essex Community FundLake Placid, NY$5,000112024
Adirondack Medical Center FoundationSaranac Lake, NY$5,000112023
Champlain Area TrailsWestport, NY$5,000112022
Community Health Centers of BtvBurlington, VT$5,000112021
Easter Seals VermontBarre, VI$5,000112021
Homeshare Vermont IncSouth Burlington, VT$5,000112024
Home ShareSouth Burlington, VT$5,000112021
Kids SafeBurlington, VT$5,000112021
Lakeside Preschool Dba Lakeside School at BlackEssex, NY$5,000112024
Lund Family Center IncBurlington, VT$5,000112024
Lund CenterBurlington, VT$5,000112021
Northeast Organic Farming Association of VermontRichmond, VT$5,000112024
The Nature ConservancyArlington, VA$5,000112023
Uvm Health Network & Family & Children's ProgramBurlington, VT$5,000112021
Addison County Relocalization Network IncMiddlebury, VT$2,500112023
North Branch Nature CenterMontpelier, VT$2,500112022
Otter Creek Audubon SocietyMiddlebury, VT$2,500112024
Reach Out and ReadBoston, MA$2,500112022
Vermont Public CoColchester, VT$2,500112024
Whallonsburg Grange HallEssex, NY$2,500112023

28 of 73 (38%) received money in more than one year over the 5 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 52%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 85 grants where we could identify the organization. These are assigned categories, not our guesses.

Human Services
21 grants
Environment
16 grants
Philanthropy & Grantmaking
9 grants
Education
9 grants
Health Care
7 grants
Employment
5 grants
Community Improvement
4 grants
Housing & Shelter
4 grants

Giving by year

Tax yearGrantsTotalMedian grant
202019$199,500$10,000
202130$198,500$6,000
202228$187,500$7,000
202325$232,000$10,000
202430$223,500$7,750

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 78% of this one's giving went to organizations in Vermont. If you are outside its footprint, that matters more than how well your programme fits.

Vermont
$812K
New York
$179K
Massachusetts
$40K
Virginia
$5K
VI
$5K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund36 shared recipientsThe Vermont Community Foundation33 shared recipientsDonor Advised Charitable Giving Inc27 shared recipientsNational Life Group Charitable24 shared recipientsVanguard Charitable Endowment Program22 shared recipientsAmerican Online Giving Foundation Inc16 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $7,500. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Vermont.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding human services in New YorkEvery funder in this group, rankedFoundations funding environment in New YorkEvery funder in this group, rankedFoundations funding education in New YorkEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from The Kelsey Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 5 returns (tax years 2020-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 99 Trapelo Road, Lincoln, MA, 01773. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 04-6609917 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.