Carlee Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 6 grants totaling $338K. Net investment income was $698K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
+13.5% YoY
Annual Giving
$338K
-12.9% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$56K
-12.9% YoY
Under IRS private-foundation payout rules, Carlee Charitable Trust reported a distributable amount of $376K for 2024 — the minimum it must pay out in qualifying distributions.
About Carlee Charitable Trust
Based on IRS filings
Carlee Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 6 grants totaling $338K. Net investment income was $698K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,915,929 | $2,568,617 | $2,707,114 |
| Revenue | $740,606 | $284,995 | $-45,802 |
| Expenses | $386,594 | $434,716 | $427,173 |
| Qualifying Distributions | $345,127 | $394,647 | $388,497 |
| Net Investment Income | $698,010 | $244,549 | $8,510 |
| Distributable Amount | $376,296 | $333,488 | $337,870 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include New England Wildlife Center ($150,000), Nantucket Island Safe Harbor for Animals ($80,000), Sconset Trust ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CATTRAP NANTUCKET, MA | MATCHING GRANT | $10,000 |
| CATTRAP NANTUCKET, MA | GENERAL SUPPORT | $12,500 |
| MARINE MAMMAL ALLIANCE NANTUCKET NANTUCKET, MA | GENERAL GRANT | $35,000 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS NANTUCKET, MA | GENERAL GRANT | $80,000 |
| NEW ENGLAND WILDLIFE CENTER SOUTH WEYMOUTH, MA | GENERAL GRANT | $150,000 |
| SCONSET TRUST SIACONSET, MA | GRANT FOR THE 40TH ANNIVERSARY CAPITAL CAMPAIGN | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WENDY S HOLDING | TRUSTEE | 1 | $10,986 |
| CAROLINE A ELLIS | TRUSTEE | 1 | $1,000 |
| NUSHIN KORMI | TRUSTEE | 1 | $10,986 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carlee Charitable Trust?
Carlee Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $2.9M in total assets as of 2024.
How large is Carlee Charitable Trust?
As of 2024, Carlee Charitable Trust holds $2.9M in total assets with $741K in annual revenue. It awarded 6 grants totaling $338K in 2024.
Where does Carlee Charitable Trust operate?
Carlee Charitable Trust has awarded grants in Massachusetts, Vermont.
What size grants does Carlee Charitable Trust award?
In 2024, Carlee Charitable Trust awarded 6 grants totaling $338K — an average of about $56K per grant, based on its IRS Form 990 filings.
How much is Carlee Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlee Charitable Trust reported a distributable amount of $376K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carlee Charitable Trust's EIN?
Carlee Charitable Trust's EIN (Employer Identification Number) is 04-6796657. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Carlee Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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