Nonprofit · EIN 04-6796657
CARLEE CHARITABLE TR UA 020191 15010248
Also known as BALLOU FREDERICK D ET AL TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $740,606 | $386,594 | $354,012 | $2,915,929 | $0 | $2,915,929 |
| December 31, 2023 | 990-PF | $284,995 | $434,716 | -$149,721 | $2,568,617 | $0 | $2,568,617 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $53,854
- Interest
- $8,207
- Net gain from sales of assets
- $678,545
Expenses
- Grants and similar amounts paid
- $337,500
- Compensation of officers, directors and key employees
- $22,972
- Disbursements for charitable purposes
- $345,127
- Excise tax on investment income
- $9,702
Balance sheet and other
- Total assets, start of year
- $2,568,617
- Total assets, end of year
- $2,915,929
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,915,929
- Fair market value of assets
- $7,993,733
- Qualifying distributions
- $345,127
- Net investment income
- $739,477
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY S HOLDING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $10,986 |
| NUSHIN KORMI 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $10,986 |
| CAROLINE A ELLIS PO BOX 368, SCONSET, MA 02564 | TRUSTEE | 1 | $1,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY S HOLDING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $10,187 |
| NUSHIN KORMI 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $10,187 |
| CAROLINE A ELLIS PO BOX 368, SCONSET, MA 02564 | TRUSTEE | 1 | $1,000 |
Address and contacts
- Address (IRS master file)
- LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110-0000
- In care of
- % LORING WOLCOTT & COOLIDGE
- Signed the 990-PF
- WENDY S HOLDING, TRUSTEE
- Phone
- (617) 523-6531
- Return prepared by
- LORING WOLCOTT & COOLIDGE TRUST LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6796657
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $2,915,929
- Income (IRS master file)
- $62,061
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $740,606 | $386,594 | $2,915,929 | IRS |
| 990-PF | December 2023 | $284,995 | $434,716 | $2,568,617 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6796657).
Questions about CARLEE CHARITABLE TR UA 020191 15010248
- What is the EIN of CARLEE CHARITABLE TR UA 020191 15010248?
- The employer identification number (EIN) of CARLEE CHARITABLE TR UA 020191 15010248 is 04-6796657.
- Is CARLEE CHARITABLE TR UA 020191 15010248 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to CARLEE CHARITABLE TR UA 020191 15010248 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARLEE CHARITABLE TR UA 020191 15010248 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARLEE CHARITABLE TR UA 020191 15010248 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLEE CHARITABLE TR UA 020191 15010248 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CARLEE CHARITABLE TR UA 020191 15010248?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $10,986 (WENDY S HOLDING, TRUSTEE).
- How much revenue does CARLEE CHARITABLE TR UA 020191 15010248 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $740,606, expenses of $386,594 and total assets of $2,915,929 at year end.
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