CARLEE CHARITABLE TRUST
https://N/ATotal Given 2016–2023
$1.9M
53 grants · $243K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $8K–$55K
grant size
69%
deep partner · 11/16 multi-year
repeat
$8.8M
Assets · 2021
16
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
WENDY S HOLDING
Phone
6175236531
Deadlines
CONSULT ABOVE
How to Apply
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.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $174K | $4.2M | $194K | 9 |
| 2017 | $206K | $4.9M | $166K | 6 |
| 2018 | $202K | $4.8M | $461K | 6 |
| 2019 | N/A | $6.4M | $434K | N/A |
| 2020 | $320K | $7.8M | $470K | 13 |
| 2021 | $272K | $8.8M | $864K | 6 |
| 2022 | $381K | $6.0M | $-46K | 7 |
| 2023 | $388K | $7.5M | $285K | 6 |
Grant Size Distribution
Based on 53 grants on record
Minimum
$3K
25th Pctl
$8K
Median
$10K
Average
$37K
75th Pctl
$55K
Maximum
$250K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| WENDY S HOLDING | TRUSTEE | $10K |
| NUSHIN KORMI | TRUSTEE | $10K |
| FREDERICK D BALLOU | TRUSTEE | $7K |
| CAROLINE A ELLIS | TRUSTEE | $1K |
Grants Awarded (53 total)
| Purpose | ||||
|---|---|---|---|---|
| NEW ENGLAND WILDLIFE CENTER | SOUTH WEYMOUTH, MA | $250,000 | GENERAL GRANT | 2023 |
| NEW ENGLAND WILDLIFE CENTER | SOUTH WEYMOUTH, MA | $175,000 | GENERAL GRANT | 2021 |
| NEW ENGLAND WILDLIFE CENTER | SOUTH WEYMOUTH, MA | $150,000 | GENERAL GRANT | 2020 |
| NEW ENGLAND WILDLIFE CENTER | SOUTH WEYMOUTH, MA | $100,000 | GENERAL GRANT | 2022 |
| NEW ENGLAND WILDLIFE CENTER | SOUTH WEYMOUTH, MA | $100,000 | GENERAL GRANT | 2018 |
| NEW ENGLAND WILDLIFE CENTER | SOUTH WEYMOUTH, MA | $100,000 | GENERAL GRANT | 2017 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | NANTUCKET, MA | $85,125 | GENERAL GRANT | 2022 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | NANTUCKET, MA | $80,000 | GENERAL GRANT | 2023 |
| HUBCATS FERAL CAT FUND OF BOSTON | WARREN, VT | $77,400 | SPAY/NEUTER FUND | 2017 |
| HUBCATS FERAL CAT FUND OF BOSTON | WARREN, VT | $70,700 | JUMPSTART FUNDING PROJECT | 2016 |
| HUBCATS FERAL CAT FUND OF BOSTON | WARREN, VT | $65,000 | SPAY/NEUTER FUND | 2018 |
| PAWSITIVE PANTRY | WAITSFIELD, VT | $55,000 | GENERAL GRANT | 2022 |
| HUBCATS FERAL CAT FUND OF BOSTON | WARREN, VT | $55,000 | SPAY/NEUTER FUND | 2021 |
| HUBCATS FERAL CAT FUND OF BOSTON | WARREN, VT | $55,000 | SPAY/NEUTER FUND | 2020 |
| SCONSET TRUST | SIASCONSET, MA | $52,125 | GENERAL GRANT | 2022 |
| CATTRAP | NANTUCKET, MA | $48,215 | GENERAL SUPPORT | 2022 |
| NANTUCKET CONSERVATION FOUNDATION | NANTUCKET, MA | $35,000 | FUNDRAISER FOR NORWOOD FARM | 2016 |
| MARINE MAMMAL ALLIANCE NANTUCKET | NANTUCKET, MA | $33,125 | GENERAL GRANT | 2022 |
| MARINE MAMMAL ALLIANCE NANTUCKET | NANTUCKET, MA | $25,000 | GENERAL GRANT | 2020 |
| MARINE MAMMAL ALLIANCE NANTUCKET | NANTUCKET, MA | $25,000 | GENERAL GRANT | 2023 |
| MERRIMACK RIVER FELINE RESCUE SOCIETY | SALISBURY, MA | $25,000 | FARS PROGRAM | 2020 |
| NANTUCKET SAFE HARBOR FOR ANIMALS | NANTUCKET, MA | $20,000 | DEDICATED BUILDING FUND | 2016 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | NANTUCKET, MA | $20,000 | GENERAL GRANT | 2021 |
| MERRIMACK RIVER FELINE RESCUE SOCIETY | SALISBURY, MA | $15,000 | FELINE ASSISTANCE RESOURCES AND SUPPORT (FARS) PROGRAM | 2016 |
| MERRIMACK RIVER FELINE RESCUE SOCIETY | SALISBURY, MA | $15,000 | FARS PROGRAM | 2018 |