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Private Foundation · MA

Carlee Charitable Tr Ua 020191 15010248

Boston, MA  ·  EIN 046796657  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$2.9M

Total Giving

$1.4M

Grants on File

32

Average Grant

$43K

Giving Radius

Where Carlee Charitable Tr Ua 020191 15010248 Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $1.2M across 28 grants MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — $175K across 4 grants WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 14 recipients across 2 states. Top concentrations: SOUTH WEYMOUTH ($675K, 4 grants), NANTUCKET ($396K, 16 grants), WARREN ($110K, 2 grants), WAITSFIELD ($65K, 2 grants), SIASCONSET ($65K, 3 grants).

Section I

How to Apply

Consult above.

On Unsolicited Proposals yes

Restrictions

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 and beauty and the preservation of historic architecture in the New England area.

Section IV

Recent Grants

Recipient Amount Year
The Sampson Fund for Veterinary Care INC $10K 2020
Wild Care $5K 2020
Second Chance Animal Services $5K 2020
Animal Rescue League of Boston $5K 2020
Sconset Trust $8K 2020
New England Wildlife Center $150K 2020
Marine Mammal Alliance Nantucket $25K 2020
Nantucket Land Council $8K 2020
Nantucket Conservation Foundation $8K 2020
Merrimack River Feline Rescue Society $25K 2020
Hubcats Feral Cat Fund of Boston $55K 2020
Cattrap $8K 2020
Cattrap $10K 2020
Nantucket Island Safe Harbor for Animals $20K 2021
Cattrap $10K 2021
Cattrap $8K 2021
Hubcats Feral Cat Fund of Boston $55K 2021
New England Wildlife Center $175K 2021
Sconset Trust $5K 2021
Marine Mammal Alliance Nantucket $33K 2022
Sconset Trust $52K 2022
New England Wildlife Center $100K 2022
Nantucket Island Safe Harbor for Animals $85K 2022
Cattrap $8K 2022
Cattrap $48K 2022

Page 1 of 2 · 32 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $2.6M $333K $285K $435K
2022 $2.7M $338K $-45,802 $427K
2021 $3.2M $394K $864K $322K
2020 $2.7M $321K $470K $365K
2019 $2.6M $285K $434K $274K
2015 $2.3M $195K $89K $81K
2014 $2.3M $183K $199K $60K
2013 $2.1M $164K $251K $287K
2012 $2.2M $153K $157K $275K
2011 $2.3M $153K $144K $186K

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.