Private Foundation

CARLEE CHARITABLE TRUST

CARLEE CHARITABLE TRUST is a Private Foundation headquartered in BOSTON, MA. Financial data from the 2024 filing: $741K revenue, $387K expenses, $2.9M total assets. IRS filings disclose 56 grants awarded by this foundation, totaling roughly $2.1M.

EIN: 046796657 BOSTON, MA Latest filing: 2024

Total Revenue$741K

Total Expenses$387K

Total Assets$2.9M

Grants Given56

Grant Total$2.1M

Filing Years2019–2024

Sample Grants Given

NEW ENGLAND WILDLIFE CENTER

SOUTH WEYMOUTH, MA · 2024

GENERAL GRANT

$150,000

NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS

NANTUCKET, MA · 2024

GENERAL GRANT

$80,000

SCONSET TRUST

SIACONSET, MA · 2024

GRANT FOR THE 40TH ANNIVERSARY CAPITAL CAMPAIGN

$50,000

MARINE MAMMAL ALLIANCE NANTUCKET

NANTUCKET, MA · 2024

GENERAL GRANT

$35,000

CATTRAP

NANTUCKET, MA · 2024

GENERAL SUPPORT

$12,500

Showing up to 5 of 56 total records — full history available with membership.

Officers & Directors

TRUSTEE Caroline A Ellis

TRUSTEE Nushin Kormi

TRUSTEE Wendy S Holding

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL GRANT

$1,485,375 25 grants

SPAY/NEUTER FUND

$262,400 4 grants

GENERAL SUPPORT

$110,715 7 grants

MATCHING GRANT

$57,500 7 grants

GRANT FOR THE 40TH ANNIVERSARY CAPITAL CAMPAIGN

$50,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$741K	$387K	$2.9M
2023	$285K	$435K	$2.6M
2022	$-46K	$427K	$2.7M
2020	$470K	$365K	$2.7M
2019	$434K	$274K	$2.6M

Between 2019 and 2024, reported annual revenue grew from $434K to $741K (+71%), with total assets most recently reported at $2.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA, VT.

MAVT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CARLEE CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports