Carlee Charitable Tr Ua 020191 15010248
- Assets
- $2.7m
- Revenue
- -$45.8k
- Investments
- $2.5m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 02/1996
- Data as of
- 12/2022
- EIN
- 04-6796657
Organization Overview
Carlee Charitable Tr Ua 020191 15010248 is located in Boston, MA. The organization was established in 1996. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carlee Charitable Tr Ua 020191 15010248 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2014, Carlee Charitable Tr Ua 020191 15010248 has awarded 62 individual grants totaling $1,817,037. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Frederick D Ballou Trustee | 1 | $7,080 | |
Wendy S Holding Trustee | 1 | $7,080 | |
Caroline A Ellis Trustee | 1 | $1,000 | |
Nushin Kormi Trustee | 1 | $7,080 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6,817 |
| Dividends & Interest | $43,160 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$95,779 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$45,802 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $22,240 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $925 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $35 |
| Total operating and administrative expenses | $46,083 |
| Contributions, gifts, grants paid | $381,090 |
| Total expenses and disbursements | $427,173 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,538 |
| Savings and temporary cash investments | $201,000 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,707,114 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Carlee Charitable Tr Ua 020191 15010248 has awarded $381,090 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
CATTRAP PURPOSE: GENERAL SUPPORT | $48,215 |
NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS PURPOSE: GENERAL GRANT | $85,125 |
NEW ENGLAND WILDLIFE CENTER PURPOSE: GENERAL GRANT | $100,000 |
CATTRAP PURPOSE: MATCHING GRANT | $7,500 |
SCONSET TRUST PURPOSE: GENERAL GRANT | $52,125 |
MARINE MAMMAL ALLIANCE NANTUCKET PURPOSE: GENERAL GRANT | $33,125 |