Civic Intelligence

Carlee Charitable Trust 15010248

990PF • Fiscal year 2011 • EIN 04-6796657

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 09, 2012

Organization Profile
Lwc 230 Congress St 12fl02110
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,296,600

Flat from 2011

Net Assets

$2,296,600

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$185,905

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,338,091Liabilities 2010: $0Net Assets 2010: $2,338,0912010Assets 2011: $2,296,600Liabilities 2011: $0Net Assets 2011: $2,296,6002011Assets 2011: $2,296,600Liabilities 2011: $12011Assets 2012: $2,179,424Liabilities 2012: $0Net Assets 2012: $2,179,4242012Assets 2013: $2,144,615Liabilities 2013: $1Net Assets 2013: $2,144,6152013Assets 2014: $2,283,545Liabilities 2014: $1Net Assets 2014: $2,283,5452014Assets 2015: $2,291,865Liabilities 2015: $12015Assets 2016: $2,277,946Liabilities 2016: $0Net Assets 2016: $2,277,9462016Assets 2018: $2,417,755Liabilities 2018: $0Net Assets 2018: $2,417,7552018Assets 2019: $2,567,412Liabilities 2019: $0Net Assets 2019: $2,567,4122019Assets 2020: $2,663,200Liabilities 2020: $1Net Assets 2020: $2,663,2002020Assets 2021: $3,196,959Liabilities 2021: $1Net Assets 2021: $3,196,9592021Assets 2022: $2,707,114Liabilities 2022: $0Net Assets 2022: $2,707,1142022Assets 2023: $2,568,617Liabilities 2023: $12023Assets 2024: $2,915,929Liabilities 2024: $0Net Assets 2024: $2,915,9292024

Highlighted filing

2011

Assets$2,296,600
Liabilities$0
Net Assets$2,296,600
Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $130,2692010Expenses 2011: $185,9052011Revenue 2011: $144,414Expenses 2011: $185,905Net Income 2011: -$41,4912011Expenses 2012: $274,6602012Revenue 2013: $251,116Expenses 2013: $287,209Net Income 2013: -$36,0932013Revenue 2014: $199,435Expenses 2014: $60,214Net Income 2014: $139,2212014Revenue 2015: $89,146Expenses 2015: $81,024Net Income 2015: $8,1222015Revenue 2016: $194,464Expenses 2016: $208,383Net Income 2016: -$13,9192016Revenue 2018: $461,235Expenses 2018: $240,167Net Income 2018: $221,0682018Revenue 2019: $434,322Expenses 2019: $274,088Net Income 2019: $160,2342019Revenue 2020: $469,878Expenses 2020: $365,390Net Income 2020: $104,4882020Revenue 2021: $864,084Expenses 2021: $322,315Net Income 2021: $541,7692021Revenue 2022: -$45,802Expenses 2022: $427,173Net Income 2022: -$472,9752022Revenue 2023: $284,995Expenses 2023: $434,716Net Income 2023: -$149,7212023Revenue 2024: $740,606Expenses 2024: $386,594Net Income 2024: $354,0122024

Highlighted filing

2011

Revenue-
Expenses$185,905
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK D BALLOUTrustee-$7,124-$7,124
PATRICIA H LORINGTrustee-$3,562-$3,562
WILLIAM H HAYS III RESIGNED 82211Trustee-$3,206-$3,206
WENDY S HOLDING APPOINTED 82211Trustee-$356-$356
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANIMAL RESCUE LEAGUE OF BOSTONGENERALPUBLIC CHARITYBOSTON, MA, US$75,000
Paid GrantALLIANCE FOR ANIMALSGENERALPUBLIC CHARITYSOUTH BOSTON, MA, US$75,000
Paid GrantMSPCA ANGELLGENERALPUBLIC CHARITYBOSTON, MA, US$1,000
Filing and Contact Details

Filer

EIN
04-6796657
Raw XML AppendixShowing 400 of 499 raw XML fields

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10230 CONGRESS STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11174 ORANGE STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1297 WEST CEDAR STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13230 CONGRESS STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NANTUCKET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102554
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202114
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode302110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0132117
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0130934
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.042551
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.036742
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.030065
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.032798
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051488
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.061660
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03077117
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102891201
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202615157
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear303175487
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403578303
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503396899
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01183
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0156735
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10106228
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2078626
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30104151
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40184241
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50209454
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.212753
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0155552
IRS990PF/QualifyingDistributions/ExpensesAndContributions0156735
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01183
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0156735
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10LORING WOLCOTT & COOLIDGE TRUST LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06175236531
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10230 CONGRESS STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002110
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0CONSULT ABOVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0FREDERICK D BALLOU
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06175236531
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10230 CONGRESS STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0VARIOUS PUBLIC CHARITIES WHICH EMPHASIZE THE PROTECTION AND CARE OF DOMESTIC ANIMALS, THE PROTECTION OF NATURAL WILDLIFE SPECIES, THE CONSERVATION OF AREAS OF NATURAL HABITAT & BEAUTY AND THE PRESERVATION OF HISTORIC ARCHITECTURE IN THE NEW ENGLAND AREA.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0CONSULT ABOVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount075000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount175000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ANIMAL RESCUE LEAGUE OF BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ALLIANCE FOR ANIMALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MSPCA ANGELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1010 CHANDLER STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11232 SILVER STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12350 SOUTH HUNTINGTON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SOUTH BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002116

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,296,600
Liabilities
$0
Net assets
$2,296,600
Revenue
-
Expenses
$185,905
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.74$0.39$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$0.28$0.43$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.05$0.43$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$0.86$0.32$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.47$0.37$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.43$0.27$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.46$0.24$0.22
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.19$0.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$0.09$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.20$0.06$0.14
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.14$0.00$2.14$0.25$0.29$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.27
2011Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.19
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.14$0.19$0.04
2010Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.13