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Massachusetts · Private foundation

Carlee Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$338k
Granted FY2024(still arriving)
6
Grants FY2024
5
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$50,000
Largest grant, FY2024
$150,000
Organizations funded a year
5 to 12
FY2017 to FY2023
States reached, FY2024
1
Total assets, FY2024
$2.9M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Carlee Charitable Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
AnimalsEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving5$338k0%
FY20235$388k0%
FY20226$381k17%
FY20215$273k20%
FY202012$320k17%
FY201911$239k45%
FY20185$203k20%
FY20175$206kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Animals$2.1MEnvironment$155kFood & Nutrition$65k

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 13 grantees

Plus 2 recipients with no EIN on record ($583k), not named here.

Where it is load-bearing

Carlee Charitable Trust supplied at least a quarter of the budget for 3 of its grantees at some point. The chart plots its 13 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetNew England Wildlife Center Inc: $1,125,000 over 8y, 7.8% of budgetCattrap Inc: $185,715 over 8y, 41% of budget'Sconset Trust Inc: $122,125 over 5y, 4.5% of budgetMarine Mammal Alliance Nantucket: $118,125 over 4y, 54% of budgetPawsitive Pantry: $65,000 over 2y, 42% of budgetMerrimack River Feline Rescue Society Inc: $45,000 over 3y, 2.4% of budgetNantucket Safe Harbor for Animals Inc: $26,250 over 3y, 1.9% of budgetNantucket Land & Water Council Inc: $18,300 over 3y, 0.7% of budgetNantucket Conservation Foundation Inc: $15,000 over 2y, 0.2% of budgetAnimal Rescue League of Boston: $12,500 over 2y, 0.1% of budgetSecond Chance Animal Services Inc: $10,000 over 2y, 0.1% of budgetWild Careinc: $10,000 over 2y, 0.8% of budgetThe Sampson Fund for Veterinary Care Inc: $10,000 over 1y, 7.2% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 13.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Red Acre Farm Inc Dba Red Acre FoundationMA15.7× affinity5 shared granteesties to 9 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Red Acre Farm Inc Dba Red Acre Foundation · Shirley Shattuck Windsor Charitable Trust · Community Foundation for Nantucket Inc · Cape Cod Foundation Inc · The Pfizer Foundation Inc · The Bank of America Charitable Foundation Inc · Paypal Charitable Giving Fund · National Philanthropic Trust · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Carlee Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Carlee Charitable Trust?

Find your warmest path to Carlee Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Carlee Charitable Trust

How much does Carlee Charitable Trust give?
Carlee Charitable Trust reported 6 grants totaling $337,500 in its FY2024 IRS filing. It funded between 5 and 12 organizations a year over FY2017 to FY2023.
What does Carlee Charitable Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Animals (91%), Environment (7%), Food & Nutrition (3%).
Who are Carlee Charitable Trust's largest grantees?
By total granted over FY2017 to FY2024: New England Wildlife Center Inc ($1.1M), Cattrap Inc ($186k), 'Sconset Trust Inc ($122k).
Does Carlee Charitable Trust fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Carlee Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Carlee Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Red Acre Farm Inc Dba Red Acre Foundation, Shirley Shattuck Windsor Charitable Trust, Community Foundation for Nantucket Inc.
Where is Carlee Charitable Trust based?
Carlee Charitable Trust is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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