Kelsey Trust

The Trust’s giving is limited to organizations and projects that serve the people and protect the natural environment of the Lake Champlain Basin. Click here for a map of the Basin.

The Trust focuses its giving on the following issues:

• Environment – Particularly programs aimed at protecting Lake Champlain and its tributaries, the Green Mountains, and the Adirondacks
• Children-at-Risk – Programs that benefit infants and children with serious educational, emotional, nutritional, and social needs, and their families
• Education – Programs that benefit non-traditional students and that increase educational access, incentives, and opportunities for underserved populations
• Health & Nutrition – Programs aimed at promoting health and well-being in underserved segments of the population. Programs that provide nutrition to needy families

The Trust supports organizations that serve the people and/or protect the environment of the Lake Champlain Basin, with a preference for organizations located in the Basin. Organizations must be tax-exempt under Section 501(c)(3) of the Internal Revenue Code or be a public agency or municipality in either the state of Vermont or New York. Nonprofit organizations or community groups that are not 501(c)(3)s may be eligible if represented by a non-profit fiscal agent. Applicants must not discriminate on the basis of race, creed, national origin, color, age, physical handicap, or sexual orientation.

In considering potential grants the trustees consider the following:

• Alignment with Kelsey Trust priorities
• Demonstrated need
• The likelihood of achieving the organization’s stated goals, and the grant’s expected impact
• The sustainability of the funded project or program
• Applicant organization’s track record and fiscal sustainability

While much of the Trust’s semi-annual grants budget is previously committed, we also fund a limited number of unsolicited proposals through the Letter of Interest (LOI) application process.

In its current fiscal year the Trust’s grants budget will be roughly $200,000, some of which may have been committed in previous years. Because of the Trust’s limited size and the high demand for resources in the Champlain Basin, Kelsey Trust grants typically range in size from $5,000 to 10,000.

Spring Grants – Typically focused on education and the environment.

• Letter of Interest deadline is June 1st. Additional information will be requested if needed.
• Grant decisions will be made no later than June 30th, with notification following soon thereafter.

Winter Grants – Typically focused on children and families, basic human needs (food, fuel, shelter), and health.

• Letter of Interest deadline is December 1st. Additional information will be requested if needed.
• Grant decisions will be made in late December or early January, with notification following soon thereafter.

Emergency Grants – The Kelsey Trust will sometimes consider emergency grants outside the normal grant making cycle. Please contact Jennifer Barrett to outline the request before submitting an out-of-cycle request.

Each Letter of Interest (LOI) application must include the following, merged into a single document (either a PDF or Word file):

An Organization Statement (one page or less) on your organization’s letterhead that sets forth:

1. Legal name of your organization, address, and name of your executive director
2. Indication of whether your organization is an IRS 501(c)(3) nonprofit and if not, your organization’s fiscal agent
3. Contact person and title, with phone and e-mail address
4. A statement of your organization’s mission
5. Your organization’s annual budget
6. Support received from the Kelsey Trust in the last five years

A Letter of Interest (LOI):

The Kelsey Trust is sensitive to the time and effort that its nonprofit partners invest in seeking support for their important missions. In order to spare grantseekers unnecessary work, LOIs should be limited to no more than two (2) pages. Letters of Interest should provide the following information:

1. A summary of the project or program for which you are seeking support
2. Identification of the proposal’s target population and geographic communities served
3. A statement of the project’s expected outcomes and how you – and the Trust – will know if your program is successful
4. The amount requested from the Kelsey Trust; the percentage of the proposed project/program’s budget such an amount would represent; and an identification of other support, both public and private, received for the proposed project/program

All Letters of Interest and any other inquiries to the Trust should be directed by email only to Jennifer duToit Barrett:

Email: jbarrett@vermontcf.org

Phone: 802-388-3355 ext. 222