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EIN 04-6796657

Carlee Charitable Trust Wendy S Holding Et Al Trustees

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
1996
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
Carlee Charitable Trust Frederick D Ballou Et Al Trustees is a private foundation located in Boston, MA that made 12 grants last year. TheTrustees primarily fund the following: general grant, the matching grant challenge, spay/neuter fund, spay waggin'mobile surgical unit, matching grant, general support, fars program, clinic and educa. Grantees include New England Wildlife Center and others.
Also known as...
Carlee Charitable Trust Frederick D Ballou Et Al Trustees; Carlee Charitable TR 020191 15010248; Ballou Frederick D Et Al Ttee
Total revenues
$284,995
2023
Total expenses
$434,716
2023
Total assets
$2,568,617
2023
Num. employees
0
2023

Grants made by Carlee Charitable Trust Wendy S Holding Et Al Trustees

GranteeGrant descriptionAmount
New England Wildlife CenterGeneral Grant$250,000
Marine Mammal Alliance NantucketGeneral Grant$25,000
CattrapGeneral Support$12,500
...and 2 more grants made

Personnel at Carlee Charitable Trust Wendy S Holding Et Al Trustees

NameTitleCompensation
Wendy S HoldingTrustee$7,080

Financials for Carlee Charitable Trust Wendy S Holding Et Al Trustees

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$49,983
Net rental income$0
Net gain from sale of non-inventory assets$235,012
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$284,995

Form 990s for Carlee Charitable Trust Wendy S Holding Et Al Trustees

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-04990PFView PDF
2022-122023-05-10990PFView PDF
2021-122022-11-01990PFView PDF
2020-122021-11-10990PFView PDF
2019-122021-06-11990PFView PDF
...and 8 more Form 990s

Organizations like Carlee Charitable Trust Wendy S Holding Et Al Trustees

OrganizationLocationRevenue
The William J Mckeehan TrustCoral Gables, FL$90,214
L and H FoundationPortland, OR$78,505
Richard Bury FoundationChanhassen, MN$126,587
Pei Ling Charitable TrustHuntsville, AL$213,108
Matred Carlton Olliff FoundationWauchula, FL$268,899
Mcelhattan FoundationPittsburgh, PA$1,418,739
WP Snyder Iii Charitable FundSewickley, PA$169,044
Ralph S Robinson Family FoundationGastonia, NC$105,101
Akers FoundationCharlotte, NC$325,515
Henrietta Aigner and Joy Baldwin Family FoundationBend, OR$92,603
Data update history
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 1, 2023
Updated personnel
Identified 1 new personnel
June 21, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 20, 2021
Posted financials
Added Form 990PF for fiscal year 2019
May 23, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
LWC 230 Congress St 12fl
Boston, MA 02110
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(617) 523-6531
IRS details
EIN
04-6796657
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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