Carlee Charitable Trust
Carlee Charitable Trust is a private foundation, 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.
Carlee Charitable Trust at a glance
In short: Carlee Charitable Trust gave $338K across 6 grants in 2024 (avg $56K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $337,500
- -12.9% vs 2023
- Grants made (2024)
- 6
- +0.0% vs 2023
- Average grant
- $56,250
- -12.9% vs 2023
- Median grant
- $42,500
- Total assets
- $2,915,929
- +13.5% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Carlee Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was New England Wildlife Center ($150K). Together the top 5 received $338K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 25 grants of 38 (66%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
How Carlee Charitable Trust gives
- Giving grew 24% from 2021 to 2024. Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $273K (2021) to $388K (2023). In 2024 it made 6 grants totaling $338K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New England Wildlife Center South Weymouth, MA | General Grant | $150,000 |
| Nantucket Island Safe Harbor for Animals Nantucket, MA | General Grant | $80,000 |
| Sconset Trust Siaconset, MA | Grant for the 40TH Anniversary Capital Campaign | $50,000 |
| Marine Mammal Alliance Nantucket Nantucket, MA | General Grant | $35,000 |
| Cattrap Nantucket, MA | General Support | $12,500 |
| Cattrap Nantucket, MA | Matching Grant | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,915,929 | $740,606 | $386,594 | $337,500 | 6 | $345,127 | $698,010 | $376,296 |
| 2023 | $2,568,617 | $284,995 | $434,716 | $387,500 | 6 | $394,647 | $244,549 | $333,488 |
| 2022 | $2,707,114 | $-45,802 | $427,173 | $381,090 | 7 | $388,497 | $8,510 | $337,870 |
| 2021 | $3,196,959 | $864,084 | $322,315 | $272,500 | 6 | $281,892 | $823,034 | $394,221 |
| 2020 | $2,663,200 | $469,878 | $365,390 | $320,000 | 13 | — | $433,343 | $320,846 |
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.
Leadership & Key People
Officers and directors from IRS filings
Carlee Charitable Trust's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Caroline A. Ellis
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2024)
Wendy S. Holding
Trustee
On filings since 2020
1 hr/week
$10K (2020) → $11K (2024)
Nushin Kormi
Trustee
On filings since 2021
1 hr/week
$6K (2021) → $11K (2024)
Former officers (1)
- Former: Frederick D. Ballou (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $11K, to Wendy S Holding (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Carlee Charitable Trust
How much does Carlee Charitable Trust give each year?
Carlee Charitable Trust gave $338K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $388K across 6 grants.
What is Carlee Charitable Trust's typical grant size?
Carlee Charitable Trust's median grant in 2024 was $42,500, and its average grant was $56,250, across 6 grants on its 2024 IRS Form 990-PF.
Where does Carlee Charitable Trust give grants?
Carlee Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nantucket, MA (4 grants).
Does Carlee Charitable Trust give general operating support?
Yes: 67% of Carlee Charitable Trust's 2024 grants with a stated purpose (4 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Carlee Charitable Trust's largest grantees?
Carlee Charitable Trust's largest 2024 grantees include New England Wildlife Center ($150,000), Nantucket Island Safe Harbor for Animals ($80,000) and Sconset Trust ($50,000), according to its 2024 IRS Form 990-PF. Together they received 83% of its itemized 2024 grant dollars.
How large is Carlee Charitable Trust?
Carlee Charitable Trust reported $2.9M in total assets on its 2024 IRS Form 990-PF. It paid out $345K in qualifying distributions that year, against a required minimum of $376K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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