Public nonprofit record
CARLEE CHARITABLE TRUST
EIN 04-6796657 · Philanthropy, Voluntarism & Grantmaking Foundations (T22Z)
What they do
CARLEE CHARITABLE TRUST .
Money
Tax year 2024Financial picture
Revenue$740,606
Expenses$386,594
Assets$7,993,733
Income$62,061
Grants given$2,313,837
Average grant$35,597
Executive compensation$20,702
Stocks and bonds$7,447,464
Accounting fees$3,076
Investing fees$21,214
About this charity
- Recognized since
- January 1996
- Location
- LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110
- County
- Suffolk
- In care of
- WENDY S HOLDING
- Primary officer
- WENDY S HOLDING, TRUSTEE
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990PF
- Tax preparer
- LORING WOLCOTT & COOLIDGE TRUST LLC
- NTEE classification
- Philanthropy, Voluntarism & Grantmaking Foundations (T22Z)
- IRS tax category
- Grantmaking Foundations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 04
- Activity
- 602000000
- Organization
- 2
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