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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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