Funder DirectoryCARLEE CHARITABLE TRUST
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Private foundation (trust)EIN 046796657Est. 1996-02

CARLEE CHARITABLE TRUST

BOSTON, MA 02110

Accepts unsolicited proposals

Total Assets

$7.5M

FY 2023

Annual Giving

$388K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$65K

FY 2023

Grant Range

$10K–$250K

Typical

Deadlines

Consult above

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$285K

Total Expenses

$435K

Qualifying Distributions

$395K

Distributable Amount

$333K

Min. Investment Return

$337K

Undistributed Income

$269K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $10K through median $19K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $388K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

26 grants

NEW ENGLAND WILDLIFE CENTER
$500K
3 grants
NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS
$165K
2 grants
CATTRAP
$96K
6 grants
MARINE MAMMAL ALLIANCE NANTUCKET
$83K
3 grants
PAWSITIVE PANTRY
$65K
2 grants
SCONSET TRUST
$60K
2 grants
HUBCATS FERAL CAT FUND OF BOSTON
$55K
1 grant
MERRIMACK RIVER FELINE RESCUE SOCIETY
$25K
1 grant

Grant Size Distribution

26 grants

<$10K
12
grants
$10–50K
6
grants
$50–250K
8
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Massachusetts
$969K
89% of total
Vermont
$120K
11% of total

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CARLEE CHARITABLE TRUST — Grants, Financials & Contact | Grantivo