//
Also known as: WENDY S HOLDING ET AL TRUSTEES
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Carlee Charitable Trust Ua 020191 15010248 is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1996. The principal officer is Loring Wolcott & Coolidge. It holds total assets of $2.9M. Annual income is reported at $62K. Total assets have grown from $2.3M in 2011 to $2.9M in 2024. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in Massachusetts and Vermont. According to available records, Carlee Charitable Trust Ua 020191 15010248 has made 13 grants totaling $654K, with a median grant of $48K. Annual giving has grown from $273K in 2021 to $381K in 2022. Individual grants have ranged from $5K to $175K, with an average award of $50K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in Massachusetts and Vermont. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$15K
Average Grant
$45K
Largest Grant
$175K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Carlee Charitable Trust Ua 020191 15010248 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 13 grants. Its grantmaking reaches organizations primarily in MA, VT.
Carlee Charitable Trust Ua 020191 15010248 has distributed a total of $654K across 13 grants. The median grant size is $48K, with an average of $50K. Individual grants have ranged from $5K to $175K.
The application deadline is CONSULT ABOVE. Various public charities which emphasize the protection and care of domestic animals, the protection of natural wildlife species, the conservation of areas of natural habitat & beauty and the preservation of historic architecture in the new england area.
Carlee Charitable Trust Ua 020191 15010248 is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Nushin Kormi | TRUSTEE | $10K | $0 | $10K |
| Wendy S Holding | TRUSTEE | $10K | $0 | $10K |
| Caroline A Ellis | TRUSTEE | $1K | $0 | $1K |
Total Giving
N/A
Total Assets
$2.9M
Fair Market Value
N/A
Net Worth
$2.9M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
13
Total Giving
$654K
Average Grant
$50K
Median Grant
$48K
Unique Recipients
7
Most Common Grant
$8K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| New England Wildlife CenterGENERAL GRANT | South Weymouth, MA | $100K | 2022 |
| Nantucket Island Safe Harbor For AnimalsGENERAL GRANT | Nantucket, MA | $85K | 2022 |
| Pawsitive PantryGENERAL GRANT | Waitsfield, VT | $55K | 2022 |
| Sconset TrustGENERAL GRANT | Siasconset, MA | $52K | 2022 |
| CattrapGENERAL SUPPORT | Nantucket, MA | $48K | 2022 |
| Marine Mammal Alliance NantucketGENERAL GRANT | Nantucket, MA | $33K | 2022 |
| Hubcats Feral Cat Fund Of BostonSPAY/NEUTER FUND | Warren, VT | $55K | 2021 |