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Form 990-PFTax year 2024EIN 04-6796657

Carlee Charitable Trust

A private foundation in Boston, MA. Its return for tax year 2024 lists 6 grants and $337,500 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Wendy S Holding
230 Congress Street
Boston, MA 02110
(617) 523-6531
Form and materials
Consult above
Deadlines
Consult above
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 & beauty and the preservation of historic architecture in the new england area.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $337,500

    Grants listed
    6
    Assets, end of year
    $2,915,929

  • Tax year 2023

    $387,500

    Grants listed
    6
    Assets, end of year
    $2,568,617

  • Tax year 2022

    $381,090

    Grants listed
    7
    Assets, end of year
    $2,707,114

  • Tax year 2021

    $272,500

    Grants listed
    6
    Assets, end of year
    $3,196,959

  • Tax year 2020

    $320,000

    Grants listed
    13
    Assets, end of year
    $2,663,200

  • Tax year 2019

    $238,750

    Grants listed
    12
    Assets, end of year
    $2,567,412

  • Tax year 2018

    $202,500

    Grants listed
    6
    Assets, end of year
    $2,417,755

Grants paid in 2024

6 grants, largest first

As listed on the return.

  1. New England Wildlife CenterS Weymouth, MA

    General grant

    $150,000
  2. Nantucket Island Safe Harbor for AnimalsNantucket, MA

    General grant

    $80,000
  3. Sconset TrustSiasconset, MA

    Grant for the 40th anniversary capital campaign

    $50,000
  4. Marine Mammal Alliance NantucketNantucket, MA

    General grant

    $35,000
  5. CattrapNantucket, MA

    General support

    $12,500
  6. CattrapNantucket, MA

    Matching grant

    $10,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Animals4 grants $207,50081% of the total
  2. Environment1 grant $50,00019% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts6 grants $337,500

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Wendy S HoldingTRUSTEE Hours 1Pay $10,986
  • Caroline A EllisTRUSTEE Hours 1Pay $1,000
  • Nushin KormiTRUSTEE Hours 1Pay $10,986

The return

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