Carlee Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Carlee Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 04-6796657
Foundation Overview
Based in Boston, MA, Carlee Charitable Trust has awarded 67 grants totaling $2,705,467 to organizations in Massachusetts and Vermont. Individual grants range from $3,300 to $250,000, with a median award of $20,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 6 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
87% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Nantucket (62%), South Weymouth (16%), Siasconset (9%).
Funding Trajectory
Strong 123% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (73%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Carlee Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Cattrap | $12,500 | Nantucket, MA, US | General Support | 2023 |
| Cattrap | $10,000 | Nantucket, MA, US | Matching Grant | 2023 |
| Marine Mammal Alliance Nantucket | $25,000 | Nantucket, MA, US | General Grant | 2023 |
| Nantucket Island Safe Harbor For Animals | $80,000 | Nantucket, MA, US | General Grant | 2023 |
| New England Wildlife Center | $250,000 | South Weymouth, MA, US | General Grant | 2023 |
| Pawsitive Pantry | $10,000 | Waitsfield, VT, US | General Grant | 2023 |
| Cattrap | $48,215 | Nantucket, MA, US | General Support | 2022 |
| Cattrap | $7,500 | Nantucket, MA, US | Matching Grant | 2022 |
| Nantucket Island Safe Harbor For Animals | $85,125 | Nantucket, MA, US | General Grant | 2022 |
| New England Wildlife Center | $100,000 | South Weymouth, MA, US | General Grant | 2022 |
| Sconset Trust | $52,125 | Siasconset, MA, US | General Grant | 2022 |
| Marine Mammal Alliance Nantucket | $33,125 | Nantucket, MA, US | General Grant | 2022 |
| Pawsitive Pantry | $55,000 | Waitsfield, VT, US | General Grant | 2022 |
| Cattrap | $48,215 | Nantucket, MA, US | General Support | 2022 |
| Cattrap | $7,500 | Nantucket, MA, US | Matching Grant | 2022 |
| Nantucket Island Safe Harbor For Animals | $85,125 | Nantucket, MA, US | General Grant | 2022 |
| New England Wildlife Center | $100,000 | South Weymouth, MA, US | General Grant | 2022 |
| Sconset Trust | $52,125 | Siasconset, MA, US | General Grant | 2022 |
| Marine Mammal Alliance Nantucket | $33,125 | Nantucket, MA, US | General Grant | 2022 |
| Pawsitive Pantry | $55,000 | Waitsfield, VT, US | General Grant | 2022 |
| Cattrap | $48,215 | Nantucket, MA, US | General Support | 2022 |
| Cattrap | $7,500 | Nantucket, MA, US | Matching Grant | 2022 |
| Nantucket Island Safe Harbor For Animals | $85,125 | Nantucket, MA, US | General Grant | 2022 |
| New England Wildlife Center | $100,000 | South Weymouth, MA, US | General Grant | 2022 |
| Sconset Trust | $52,125 | Siasconset, MA, US | General Grant | 2022 |
| Marine Mammal Alliance Nantucket | $33,125 | Nantucket, MA, US | General Grant | 2022 |
| Pawsitive Pantry | $55,000 | Waitsfield, VT, US | General Grant | 2022 |
| Cattrap | $10,000 | Nantucket, MA, US | General Support | 2021 |
| Cattrap | $7,500 | Nantucket, MA, US | Matching Grant | 2021 |
| Hubcats Feral Cat Fund Of Boston | $55,000 | Warren, VT, US | Spay/neuter Fund | 2021 |
| Nantucket Island Safe Harbor For Animals | $20,000 | Nantucket, MA, US | General Grant | 2021 |
| New England Wildlife Center | $175,000 | South Weymouth, MA, US | General Grant | 2021 |
| Sconset Trust | $5,000 | Siasconset, MA, US | General Grant | 2021 |
| Animal Rescue League Of Boston | $5,000 | Boston, MA, US | Spay Waggin'mobile Surgical Unit | 2020 |
| Cattrap | $10,000 | Nantucket, MA, US | General Support | 2020 |
| Cattrap | $7,500 | Nantucket, MA, US | Matching Grant | 2020 |
| Hubcats Feral Cat Fund Of Boston | $55,000 | Warren, VT, US | Spay/neuter Fund | 2020 |
| Merrimack River Feline Rescue Society | $25,000 | Salisbury, MA, US | Fars Program | 2020 |
| Nantucket Conservation Foundation | $7,500 | Nantucket, MA, US | General Grant | 2020 |
| Nantucket Land Council | $7,500 | Nantucket, MA, US | General Grant | 2020 |
| Marine Mammal Alliance Nantucket | $25,000 | Nantucket, MA, US | General Grant | 2020 |
| New England Wildlife Center | $150,000 | South Weymouth, MA, US | General Grant | 2020 |
| Sconset Trust | $7,500 | Siasconset, MA, US | General Grant | 2020 |
| Second Chance Animal Services | $5,000 | East Brookfield, MA, US | General Grant | 2020 |
| Wild Care | $5,000 | Eastham, MA, US | Clinic And Education Center Expansion | 2020 |
| The Sampson Fund For Veterinary Care Inc | $10,000 | Orleans, MA, US | General Fund | 2020 |
| Cattrap | $10,000 | Nantucket, MA, US | General Support | 2018 |
| Cattrap | $7,500 | Nantucket, MA, US | Matching Grant | 2018 |
| Hubcats Feral Cat Fund Of Boston | $65,000 | Warren, VT, US | Spay/neuter Fund | 2018 |
| Merrimack River Feline Rescue Society | $15,000 | Salisbury, MA, US | Fars Program | 2018 |
| Nantucket Safe Harbor For Animals | $5,000 | Nantucket, MA, US | The Matching Grant Challenge | 2018 |
| New England Wildlife Center | $100,000 | South Weymouth, MA, US | General Grant | 2018 |
| Cattrap | $7,500 | Nantucket, MA, US | General Support | 2017 |
| Cattrap | $7,500 | Nantucket, MA, US | Matching Grant | 2017 |
| Hubcats Feral Cat Fund Of Boston | $77,400 | Warren, VT, US | Spay/neuter Fund | 2017 |
| Nantucket Land Council | $3,300 | Nantucket, MA, US | New Borchures: Nantucket Watershed Connection | 2017 |
| Nantucket Safe Harbor For Animals | $10,000 | Nantucket, MA, US | The Matching Grant Challenge | 2017 |
| New England Wildlife Center | $100,000 | South Weymouth, MA, US | General Grant | 2017 |
| Cattrap | $7,500 | Nantucket, MA, US | Medical Expenses | 2016 |
| Cattrap | $7,500 | Nantucket, MA, US | Grant Fundraiser | 2016 |
| Merrimack River Feline Rescue Society | $15,000 | Salisbury, MA, US | Feline Assistance Resources And Support (fars) Program | 2016 |
| Nantucket Safe Harbor For Animals | $8,500 | Nantucket, MA, US | Lucky Whiskers And Wags Fund | 2016 |
| New England Wildlife Center | $5,000 | South Weymouth, MA, US | In Memory Of Patricia Loring | 2016 |
| Nantucket Safe Harbor For Animals | $20,000 | Nantucket, MA, US | Dedicated Building Fund | 2016 |
| Nantucket Conservation Foundation | $35,000 | Nantucket, MA, US | Fundraiser For Norwood Farm | 2016 |
| Hubcats Feral Cat Fund Of Boston | $70,700 | Warren, VT, US | Jumpstart Funding Project | 2016 |
| Central New England Equine Rescue | $4,797 | West Brookfield, MA, US | Land Improvements To Help The Rehabilitation Of Neglected And Abused Equine | 2016 |
Foundations Similar to Carlee Charitable Trust
Discover 5 foundations with comparable assets ($7,350,727-$7,519,972), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Wellspring Foundation
EIN: 13-3457878 | 134 grants awarded |
$7,440,257
(≈ Similar) |
$25,000
median grant |
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Same state |
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|
Paul And Norma Facella Memorial
EIN: 47-2827581 | 83 grants awarded |
$7,519,972
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$10,000
median grant |
Malden, MA
Same state |
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Mary-louise & Ruth Eddy Fdn
EIN: 22-2642870 | 137 grants awarded |
$7,394,765
(≈ Similar) |
$20,000
median grant |
Boston, MA
Same state |
|
|
Cynthia C And Seth W Lawry Family
EIN: 46-1560816 | 141 grants awarded |
$7,378,575
(≈ Similar) |
$15,000
median grant |
Wellesley, MA
Same state |
|
|
Charles Sanders Trust Uw
EIN: 04-6022091 | 179 grants awarded |
$7,350,727
(≈ Similar) |
$10,000
median grant |
Boston, MA
Same state |
|
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Contact Information
Official contact details for Carlee Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-6796657 |
| Website | N/A |
| Address | LWC 230 CONGRESS ST 12FL Boston, MA 02110-0000 |
Key People (3)
Board members, trustees, and key staff who oversee Carlee Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Wendy S Holding |
|---|---|
| Trustee | Caroline A Ellis |
| Trustee | Nushin Kormi |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Carlee Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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