Form 990 for tax year 2024
Filed by CONCORD CARLISLE FOUNDATION INC.
What the amendment changed
Compared with the return it replaced , filed 10 November 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Listed only on the earlier return
- Kristen TysonKRISTEN TYSON
- Mike LeahyMIKE LEAHY
Listed only on the later return
- Krissy TysonKRISSY TYSON
- Mike LaehyMIKE LAEHY
Listed under a different title
- Ally BaileyALLY BAILEY: DIRECTOR then CLERK
- Carrie FinizioCARRIE FINIZIO: CO-PRESIDENT then DIRECTOR
- Jeff BlueJEFF BLUE: DIRECTOR then CO-PRESIDENT
- Laura LechLAURA LECH: DIRECTOR then TREASURER
Totals
- Total revenue
- $1,703,997
- Total expenses
- $1,087,951
- Contributions and grants received
- $1,114,627
- Grants paid
- $711,360
- Program service revenue
- $0
- Investment income
- $588,029
- Other revenue
- $1,341
- Total assets, end of year
- $6,882,569
- Total liabilities, end of year
- $728,744
- Net assets or fund balances, end of year
- $6,153,825
- Program services expenses (Part IX)
- $885,985
- Management and general expenses
- $111,987
- Fundraising expenses
- $89,979
- Program service expenses (Part III)
- $885,985
Program services were 81.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,114,627
-
1g · Noncash contributions included above
$153,481
-
3 · Investment income
total $147,857 · excluded $147,857
-
7a · Gross sales of assets other than inventory
other assets $440,172
-
7c · Gain or loss
other assets $440,172
-
7d · Net gain or loss
total $440,172 · related or exempt $440,172
-
8a · Fundraising events: gross income
$41,919
-
8b · Fundraising events: direct expenses
$40,578
-
8c · Net income from fundraising events
total $1,341 · excluded $1,341
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $711,360 · program services $711,360
-
7 · Other salaries and wages
total $131,575 · program services $35,439 · management and general $43,649 · fundraising $52,487
-
10 · Payroll taxes
total $9,167 · program services $2,030 · management and general $4,131 · fundraising $3,006
-
11g · Fees: other
total $162,369 · program services $132,820 · management and general $17,180 · fundraising $12,369
-
12 · Advertising and promotion
total $403 · fundraising $403
-
13 · Office expenses
total $39,348 · program services $4,336 · management and general $13,298 · fundraising $21,714
-
16 · Occupancy
total $29,939 · management and general $29,939
-
19 · Conferences, conventions and meetings
total $874 · management and general $874
-
22 · Depreciation, depletion and amortization
total $138 · management and general $138
-
23 · Insurance
total $2,778 · management and general $2,778
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $793,992 · end of year $803,851
-
3 · Pledges and grants receivable
beginning of year $7,500
-
4 · Accounts receivable
beginning of year $5,000
-
9 · Prepaid expenses and deferred charges
beginning of year $4,698 · end of year $6,066
-
10a · Land, buildings and equipment: cost or other basis
$13,407
-
10b · Land, buildings and equipment: accumulated depreciation
$13,199
-
10c · Land, buildings and equipment, net
beginning of year $346 · end of year $208
-
11 · Investments: publicly traded securities
beginning of year $5,199,017 · end of year $5,969,856
-
15 · Other assets
beginning of year $14,759 · end of year $102,588
-
17 · Accounts payable and accrued expenses
end of year $2,498
-
18 · Grants payable
beginning of year $591,657 · end of year $605,422
-
25 · Other liabilities
beginning of year $28,275 · end of year $120,824
-
27 · Net assets without donor restrictions
beginning of year $5,331,254 · end of year $6,101,897
-
28 · Net assets with donor restrictions
beginning of year $74,126 · end of year $51,928
Mission and programs · 2024
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.
-
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 CARLISLE
Expenses $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.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Krissy TysonKRISSY TYSON
CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Jeff BlueJEFF BLUE
CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Jim BalfourJIM BALFOUR
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Ally BaileyALLY BAILEY
CLERK
- Total calculated
- $0
- Hours/week
- 3
-
Ben BaileyBEN BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kate BrooksKATE BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Chessie CataldoCHESSIE CATALDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Deepa ChungiDEEPA CHUNGI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Erika ChasetERIKA CHASET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Tim DowningTIM DOWNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Carrie FinizioCARRIE FINIZIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mike LaehyMIKE LAEHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Laura LechLAURA LECH
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Libby SannicandroLIBBY SANNICANDRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lisa ThirerLISA THIRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Adrienne Zak-HuntADRIENNE ZAK-HUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
CONCORD CARLISLE REGINONAL SCHOOLS
$64,500
-
$60,000
-
$60,000
-
GRANTS
$49,438
-
$40,000
-
THE CONCORD COUNCIL ON AGING
$40,000
-
$35,000
-
$30,000
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202610139349302336
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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