Nonprofit · EIN 04-2157042
CONCORD CARLISLE FOUNDATION INC
Tax-exempt · CONCORD, MA 01742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $1,703,997 | $1,087,951 | $616,046 | $6,882,569 | $728,744 | $6,153,825 |
| June 30, 2024 | 990 | $1,119,578 | $861,278 | $258,300 | $6,025,312 | $619,932 | $5,405,380 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,114,627
- Program service revenue
- $0
- Investment income
- $588,029
- Net gain from sales of assets
- $440,172
- Net income from fundraising events
- $1,341
- Other revenue
- $1,341
Expenses
- Grants and similar amounts paid
- $711,360
- Other salaries and wages
- $131,575
- Salaries, compensation and benefits (total)
- $140,742
- Professional fundraising fees
- $0
- Occupancy
- $29,939
- Depreciation
- $138
- Program services (functional)
- $885,985
- Management and general (functional)
- $111,987
- Fundraising (functional)
- $89,979
Balance sheet and other
- Total assets, start of year
- $6,025,312
- Total assets, end of year
- $6,882,569
- Total liabilities, end of year
- $728,744
- Net assets, end of year
- $6,153,825
- Land, buildings and equipment
- $208
- Publicly traded securities
- $5,969,856
- Net assets without donor restrictions
- $6,101,897
- Net assets with donor restrictions
- $51,928
- Gross receipts
- $1,744,575
- Employees
- 4
- Year formed
- 1947
- State of legal domicile
- MA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISSY TYSON | CO-PRESIDENT Trustee or director | 10 | $0 |
| JEFF BLUE | CO-PRESIDENT Trustee or director | 5 | $0 |
| JIM BALFOUR | TREASURER Trustee or director | 3 | $0 |
| ALLY BAILEY | CLERK Trustee or director | 3 | $0 |
| BEN BAILEY | DIRECTOR Trustee or director | 3 | $0 |
| KATE BROOKS | DIRECTOR Trustee or director | 3 | $0 |
| CHESSIE CATALDO | DIRECTOR Trustee or director | 3 | $0 |
| DEEPA CHUNGI | DIRECTOR Trustee or director | 3 | $0 |
| ERIKA CHASET | DIRECTOR Trustee or director | 3 | $0 |
| TIM DOWNING | DIRECTOR Trustee or director | 3 | $0 |
| CARRIE FINIZIO | DIRECTOR Trustee or director | 3 | $0 |
| MIKE LAEHY | DIRECTOR Trustee or director | 3 | $0 |
| LAURA LECH | TREASURER Trustee or director | 5 | $0 |
| LIBBY SANNICANDRO | DIRECTOR Trustee or director | 3 | $0 |
| LISA THIRER | DIRECTOR Trustee or director | 3 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIENNE ZAK-HUNT | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN BAILEY | DIRECTOR Trustee or director | – | $0 |
| JEFF BLUE | DIRECTOR Trustee or director | – | $0 |
| KATIE FAHEY | DIRECTOR Trustee or director | – | $0 |
| CARRIE FINIZIO | CO-PRESIDENT Trustee or director | – | $0 |
| KRISTEN HEINTZ-PERKINS | CO-PRESIDENT Trustee or director | – | $0 |
| GARY VILCHICK | DIRECTOR Trustee or director | – | $0 |
| LIBBY SANNICANDRO | DIRECTOR Trustee or director | – | $0 |
| CHARLE SPOFFORD | DIRECTOR Trustee or director | – | $0 |
| COLETTE STANZLER | DIRECTOR Trustee or director | – | $0 |
| KRISTEN TYSON | CLERK Trustee or director | – | $0 |
| BILLIE WYETH | DIRECTOR Trustee or director | – | $0 |
| JIM BALFOUR | TRASURER Trustee or director | – | $0 |
| MELISSA MCMORROW | DIRECTOR Trustee or director | – | $0 |
| ALLY BAILEY | DIRECTOR Trustee or director | – | $0 |
| DEEPA CHUNGI | DIRECTOR Trustee or director | – | $0 |
| TIM DOWNING | DIRECTOR Trustee or director | – | $0 |
| CHESSIE CATALDO | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 37 MAIN ST STE 3, CONCORD, MA 01742-2529
- Principal officer (990 for 2024)
- JENNIFER C UBALDINO, 37 MAIN ST STE 3, CONCORD, MA 01742
- Signed the 990
- LAURA LECH, TREASURER
- Phone
- (978) 369-5250
- Return prepared by
- MCLARNEY & COMPANY LLC
Mission
HELPING NEIGHBORS IN NEED BY RAISING FUNDS AND GIVING RESPONSIBLY TO A BROAD RANGE OF HUMAN SERVICE AND OTHER ORGANIZATIONS IN CONCORD AND CARLISLE, MA.
Program accomplishments
- THE CONCORD CARLISLE FOUNDATION SOLICITS FUNDS ANNUALLY TO SUPPORT LOCAL HUMAN SERVICE ORGANIZATIONS AND PROGRAMS HELPING OUR NEIGHBORS IN NEED. AN ALLOCATIONS COMMITTEE COMPRISED OF TEAMS OF COMMUNITY VOLUNTEERS ASSESS GRANT APPLICATIONS, MAKE SITE VISITS AND MEET WITH GRANT APPLICANTS, AND INFORM THE BOARD'S GRANT-MAKING DECISIONS.Expenses $711,727 · grants $711,360 · revenue $950,067
- WIN FUND- THROUGH DISCRETE COMMUNITY DONATIONS, THE CONCORD CARLISLE COMMUNITY FOUNDATION ADMINISTERS THE WHEN IN NEED (WIN) FUND, TO ADDRESS UNEXPECTED AND EMERGENT NEEDS AS THEY ARISE IN THE COMMUNITIES OF CONCORD AND CARLISLE. FINANCIAL SUPPORT IS DISTRIBUTED TO NEIGHBORS STRUGGLING WITH ISSUES SUCH AS RENT, MOVING COSTS, UTILITIES, REPAIRS AND THE GENERAL NEGATIVE EFFECTS OF THE PANDEMIC.Expenses $41,438 · revenue $31,740
- THE COMMUNITY CLOSET IS A FREE RESOURCE FOR ELIGIBLE RESIDENTS OF CONCORD AND CARLISLEExpenses $132,820 · revenue $132,820
- THE CONCORD CARLISLE FOUNDATION SOLICITS FUNDS ANNUALLY TO SUPPORT LOCAL HUMAN SERVICE ORGANIZATIONS AND PROGRAMS HELPING OUR NEIGHBORS IN NEED. AN ALLOCATIONS COMMITTEE COMPRISED OF TEAMS OF COMMUNITY VOLUNTEERS ASSESS GRANT APPLICATIONS, MAKE SITE VISITS AND MEET WITH GRANT APPLICANTS, AND INFORM THE BOARD'S GRANT-MAKING DECISIONS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2157042
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1950
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $6,882,569
- Income (IRS master file)
- $1,703,997
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,703,997 | $1,087,951 | $6,882,569 | XML |
| 990 | June 2024 | $1,119,578 | $861,278 | $6,025,312 | XML |
| 990 | June 2023 | $1,269,024 | $825,276 | $5,384,699 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 04-2157042).
Questions about CONCORD CARLISLE FOUNDATION INC
- What is the EIN of CONCORD CARLISLE FOUNDATION INC?
- The employer identification number (EIN) of CONCORD CARLISLE FOUNDATION INC is 04-2157042.
- Is CONCORD CARLISLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to CONCORD CARLISLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONCORD CARLISLE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONCORD CARLISLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONCORD CARLISLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CONCORD CARLISLE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JENNIFER C UBALDINO.
- Who are the officers and directors of CONCORD CARLISLE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does CONCORD CARLISLE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,703,997, expenses of $1,087,951 and total assets of $6,882,569 at year end.
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All nonprofits in CONCORD · Massachusetts · Philanthropy, voluntarism and grantmaking foundations