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Carlee Charitable Tr Ua 020191 15010248

Ballou Frederick D Et Al Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$285k (2023)

Expenses
$435k (2023)

Total Assets
$2.57M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$284,995
Expenses
$434,716
Net Income
-$149,721
Net Assets
$2,568,617
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,961
2.8%
Dividends $42,022
14.7%
Sales of Assets $235,012
82.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $394,647
90.8%
Compensation of Officers* $21,374
4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,568,617
Total Liabilities $0
Net Assets $2,568,617
Compensation
Key Employees and Officers Compensation Other
Wendy S Holding (Trustee) $10,187 $0
Nushin Kormi (Trustee) $10,187 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$45,802
Expenses
$427,173
Net Income
-$472,975
Net Assets
$2,707,114
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,817
Dividends $43,160
Sales of Assets -$95,779
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $388,497
90.9%
Compensation of Officers* $22,240
5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,707,114
Total Liabilities $0
Net Assets $2,707,114
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $7,080 $0
Wendy S Holding (Trustee) $7,080 $0
Nushin Kormi (Trustee) $7,080 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$864,084
Expenses
$322,315
Net Income
$541,769
Net Assets
$3,196,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,071
0.5%
Dividends $42,658
4.9%
Sales of Assets $817,355
94.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $281,892
87.5%
Compensation of Officers* $23,188
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,196,959
Total Liabilities $0
Net Assets $3,196,959
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $8,315 $0
Wendy S Holding (Trustee) $8,315 $0
Nushin Kormi (Trustee) $5,558 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$469,878
Expenses
$365,390
Net Income
$104,488
Net Assets
$2,663,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $667
0.1%
Dividends $51,975
11.1%
Sales of Assets $417,236
88.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $328,895
90.0%
Compensation of Officers* $20,702
5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,663,200
Total Liabilities $1
Net Assets $2,663,199
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $9,851 $0
Wendy S Holding (Trustee) $9,851 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$434,322
Expenses
$274,088
Net Income
$160,234
Net Assets
$2,567,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,976
0.7%
Dividends $54,842
12.6%
Sales of Assets $376,504
86.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $244,335
89.1%
Compensation of Officers* $16,168
5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,567,412
Total Liabilities $1
Net Assets $2,567,411
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $7,584 $0
Wendy S Holding (Trustee) $7,584 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$461,235
Expenses
$240,167
Net Income
$221,068
Net Assets
$2,417,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,727
0.4%
Dividends $63,329
13.7%
Sales of Assets $396,179
85.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $211,687
88.1%
Compensation of Officers* $15,504
6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,417,755
Total Liabilities $0
Net Assets $2,417,755
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $7,252 $0
Wendy S Holding (Trustee) $7,252 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,433
Expenses
$243,628
Net Income
-$77,195
Net Assets
$2,200,131
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $448
0.3%
Dividends $66,695
40.1%
Sales of Assets $99,290
59.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $210,825
86.5%
Compensation of Officers* $14,632
6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,200,131
Total Liabilities $0
Net Assets $2,200,131
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $6,816 $0
Wendy S Holding (Trustee) $6,816 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$194,464
Expenses
$208,383
Net Income
-$13,919
Net Assets
$2,277,946
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $206
0.1%
Dividends $65,036
33.4%
Sales of Assets $129,222
66.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,674
86.7%
Compensation of Officers* $14,142
6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,277,946
Total Liabilities $0
Net Assets $2,277,946
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $6,571 $0
Wendy S Holding (Trustee) $6,571 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,146
Expenses
$81,024
Net Income
$8,122
Net Assets
$2,291,865
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
0.0%
Dividends $64,481
72.3%
Sales of Assets $24,649
27.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,157
61.9%
Compensation of Officers* $13,908
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,291,865
Total Liabilities $0
Net Assets $2,291,865
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $6,454 $0
Wendy S Holding (Trustee) $6,454 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$199,435
Expenses
$60,214
Net Income
$139,221
Net Assets
$2,283,545
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $70,310
35.3%
Sales of Assets $129,122
64.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,249
48.6%
Compensation of Officers* $13,380
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,283,545
Total Liabilities $0
Net Assets $2,283,545
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $6,190 $0
Wendy S Holding (Trustee) $6,190 $0
Caroline A Ellis (Trustee) $1,000 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$251,116
Expenses
$287,209
Net Income
-$36,093
Net Assets
$2,144,615
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $66,672
26.6%
Sales of Assets $184,057
73.3%
Other Income $384
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $259,903
90.5%
Compensation of Officers* $13,034
4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,144,615
Total Liabilities $0
Net Assets $2,144,615
Compensation
Key Employees and Officers Compensation Other
Frederick D Ballou (Trustee) $5,654 $0
Wendy S Holding (Trustee) $5,654 $0
Caroline A Ellis (Trustee) $1,000 $0
Patricia H Loring (Trustee) $726 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$157,484
Expenses
$274,660
Net Income
-$117,176
Net Assets
$2,179,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $71,092
45.1%
Sales of Assets $84,575
53.7%
Other Income $1,817
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $248,474
90.5%
Compensation of Officers* $14,291
5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,179,424
Total Liabilities $1
Net Assets $2,179,423

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$144,414
Expenses
$185,905
Net Income
-$41,491
Net Assets
$2,296,599
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $69,394
48.1%
Sales of Assets $74,432
51.5%
Other Income $582
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,735
84.3%
Compensation of Officers* $14,248
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,296,600
Total Liabilities $1
Net Assets $2,296,599

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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