Carlee Charitable Tr Ua 020191 15010248

Ballou Frederick D Et Al Ttee

Boston, MA
Tax-exempt since Feb. 1996
EIN: 04-6796657

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Type of Nonprofit

Designated as a 501(c)(3) 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.

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

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

990-PF

Filed on Nov. 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

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

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990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

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

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990-PF

Filed on Nov. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

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

990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

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

990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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

990-PF

Filed on Nov. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

990-PF

Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

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

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

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

990-PF

Filed on Nov. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

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

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990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

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

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.

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Types of Nonprofits

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Updated June 30, 2025

Carlee Charitable Tr Ua 020191 15010248

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $285k (2023)

Expenses $435k (2023)

Total Assets $2.57M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$285k (2023)

Expenses

$435k (2023)

Total Assets

$2.57M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2013

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2012

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